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Search live-merge: remove policies/violations from getSections#93271

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mountiny merged 10 commits into
Expensify:mainfrom
callstack-internal:perf/search-live-merge-mopup
Jun 16, 2026
Merged

Search live-merge: remove policies/violations from getSections#93271
mountiny merged 10 commits into
Expensify:mainfrom
callstack-internal:perf/search-live-merge-mopup

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@BartekObudzinski

@BartekObudzinski BartekObudzinski commented Jun 11, 2026

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Explanation of Change

getSections performs a parallel double-merge of live Onyx data that the row layer already self-hydrates; that merge is the cascade source for Search jank. S3 removes the live-Onyx inputs that the rows genuinely shadow. Investigation showed only some inputs are cleanly removable — the rest are load-bearing and are kept (documented below), so this PR does NOT claim to reach the original "deps → ~7" goal.

Removed:

  • policiesgetReportSections resolves the report policy from the snapshot (getPolicyFromKey). ExpenseReportListItem recomputes the violations badge at the row instead: newly-exported hasVisibleViolations over the live policy (parentPolicy ?? snapshot) + the report's live violations/transactions. Before the report's transactions hydrate into the live collection, the badge recomputes from the snapshot transactions joined with a scoped per-row live violations selector (transactionViolationsByIDsSelector), so rule changes update never-opened reports too; the snapshot-computed value only covers the pre-load window.
  • allTransactionViolations — the report badge is computed live at the row (with the snapshot fallback above), so the screen-level violations input is dropped from getReportSections.

No user-facing behavior change for the removed inputs (rows already self-hydrate the same data), with one accepted-staleness exception: report-row avatars in getReportSections now derive from the snapshot policy instead of live-merged policies. Every other getSections caller (static list, grouped expansion, Home spend chart) already passes no live policies, so this aligns the main list with them. The corresponding useMemo deps in <Search> are trimmed.

Fixed Issues

$ #93671
PROPOSAL:

Tests

  1. Open Search → Expenses; verify rows render (totals, from/to, status, avatars).
  2. Group Search by Card; verify card name (including a custom card nickname, if one is set) + feed name columns render.
  3. Edit a workspace category rule so a transaction gains/loses a violation; verify the expense-report row's violation indicator updates.
  4. Without opening the report this session, change a workspace rule so one of its transactions gains/loses a violation; verify the row's indicator updates live.

Note: automated — Prettier clean, ESLint 0 errors, typecheck clean on changed files (the only tsgo errors are pre-existing duplicate identifiers in src/libs/API/types.ts on latest main, untouched here), React Compiler check-changed passes, unit suites SearchUIUtilsTest + useSearchSections + TransactionGroupListItem = 363 passing. Latest main is merged in. Runtime QA still pending — this is why the PR is a draft.

  • Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

Same as tests

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
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    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
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    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

@codecov

codecov Bot commented Jun 11, 2026

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Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/components/Search/index.tsx 0.58% <ø> (+<0.01%) ⬆️
src/libs/SearchUIUtils.ts 64.18% <100.00%> (-0.36%) ⬇️
...arch/SearchList/ListItem/ExpenseReportListItem.tsx 0.00% <0.00%> (ø)
... and 56 files with indirect coverage changes

…rge-mopup

# Conflicts:
#	src/components/Search/SearchList/ListItem/ExpenseReportListItem.tsx
@BartekObudzinski BartekObudzinski changed the title Search live-merge: remove policies/violations/customCardNames from getSections (S3 #2590) Search live-merge: remove policies/violations from getSections (S3 #2590) Jun 12, 2026
@BartekObudzinski BartekObudzinski changed the title Search live-merge: remove policies/violations from getSections (S3 #2590) Search live-merge: remove policies/violations from getSections Jun 12, 2026
@BartekObudzinski BartekObudzinski marked this pull request as ready for review June 12, 2026 12:01
@BartekObudzinski BartekObudzinski requested review from a team as code owners June 12, 2026 12:01
@melvin-bot melvin-bot Bot requested review from ZhenjaHorbach and joekaufmanexpensify and removed request for a team June 12, 2026 12:01
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@ZhenjaHorbach Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@melvin-bot melvin-bot Bot removed the request for review from a team June 12, 2026 12:01

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💡 Codex Review

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Reviewed commit: 47fbc41d35

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Comment thread src/components/Search/SearchList/ListItem/ExpenseReportListItem.tsx Outdated
// eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
const hasAnyVisibleViolations = reportItem?.hasVisibleViolations || hasSyncedMissingAttendeesViolation;
const hasLiveTransactions = liveReportTransactions.length > 0;
const hasAnyVisibleViolations = (hasLiveTransactions ? liveHasVisibleViolations : !!reportItem.hasVisibleViolations) || hasSyncedMissingAttendeesViolation;

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Optional comment
But the current line is a little hard to read 😅

I think it's better :

const hasVisibleViolations = hasLiveTransactions
    ? liveHasVisibleViolations
    : !!reportItem.hasVisibleViolations;

const hasAnyVisibleViolations = hasVisibleViolations || hasSyncedMissingAttendeesViolation;

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Done! Went with hasVisibleReportViolations for the intermediate, since hasVisibleViolations would shadow the SearchUIUtils import we call above.

@mountiny mountiny self-requested a review June 12, 2026 12:22
@ZhenjaHorbach

ZhenjaHorbach commented Jun 12, 2026

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
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  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
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    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
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  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
2026-06-12.15.54.52.mov
Android: mWeb Chrome
2026-06-12.15.58.51.mov
iOS: HybridApp
2026-06-12.15.54.52.mov
iOS: mWeb Safari
2026-06-12.15.58.51.mov
MacOS: Chrome / Safari
2026-06-12.15.47.34.mov

@ZhenjaHorbach

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LGTM!

@joekaufmanexpensify

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No product review needed

@joekaufmanexpensify joekaufmanexpensify removed their request for review June 12, 2026 17:31
@mountiny mountiny merged commit fda079c into Expensify:main Jun 16, 2026
34 checks passed
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🚧 @mountiny has triggered a test Expensify/App build. You can view the workflow run here.

@OSBotify

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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/mountiny in version: 9.4.9-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Bundle Size Analysis (Sentry):

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🤖 Help site review: no docs changes required.

I reviewed the changes in this PR against the help site articles under App/docs/articles.

This is an internal performance refactor of the Search list's data flow. It removes the screen-level policies and allTransactionViolations Onyx inputs from getSections/getReportSections and recomputes the report-row violations badge at the row level instead. There are no user-facing changes — no new or renamed features, tabs, settings, buttons, or copy. The PR description itself confirms "No user-facing behavior change."

Help site articles document end-user behavior and product features, none of which are affected here. As a result, no draft PR was created and no HelpDot-labeled docs PR is needed.

Files reviewed
  • src/components/Search/SearchList/ListItem/ExpenseReportListItem.tsx — row-level rehydration of the violations badge
  • src/components/Search/index.tsx — removed policies/violations Onyx subscriptions + useMemo deps
  • src/libs/SearchUIUtils.ts — dropped policies/allTransactionViolations params from getSections/getReportSections

All changes are internal logic/plumbing; the visible Search UI (rows, totals, status, avatars, violation indicators) renders identically.

Since no help site PR was created, there is nothing to mark Ready for review. If you believe a user-facing behavior did change and should be documented, reply with the specific flow and I'll re-evaluate.

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🚀 Deployed to production by https://github.com/puneetlath in version: 9.4.9-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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6 participants