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Exclude all-held reports from the Inbox to-do, keep them for whoever placed the hold - #96178

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Exclude all-held reports from the Inbox to-do, keep them for whoever placed the hold#96178
allgandalf wants to merge 17 commits into
Expensify:mainfrom
allgandalf:allheld-todos-followup

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@allgandalf

@allgandalf allgandalf commented Jul 15, 2026

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Explanation of Change

The initial fix excluded all-held reports from the Submit/Approve/Pay to-dos on Home and Spend, but the Inbox To-do tab still showed them. The Inbox reads a separate value, reportAttributes.requiresAttention (via getReasonAndReportActionThatRequiresAttention), which the fix never touched. This excludes all-held reports there too through a shared didCurrentUserPlaceHoldOnReportExpense helper, and keeps the report in the Approve/Pay to-do of whoever placed the hold. Submit stays excluded for any all-held report, since only the owner can hold an open one.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/637331
PROPOSAL:

Tests

  1. As an approver, have an employee submit a one-expense report to you.
  2. As the employee, hold that expense so the whole report is held.
  3. Verify the report is gone from your Inbox To-do tab (no green Approve badge), Home "For you", and the Reports action:approve search.
  4. Unhold it, then place the hold yourself as the approver.
  5. Verify it comes back in your Inbox To-do tab and Approve to-do, since only you can unhold it.
  6. Verify a report with at least one non-held expense still shows its to-do.
  • Verify that no errors appear in the JS console

Offline tests

Same as Tests with the network off, the to-do is computed on-device from Onyx.

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
    • MacOS: Chrome / Safari
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • 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 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)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

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

@allgandalf
allgandalf requested review from a team as code owners July 15, 2026 12:18
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melvin-bot Bot requested a review from parasharrajat July 15, 2026 12:19
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melvin-bot Bot commented Jul 15, 2026

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@parasharrajat 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]

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melvin-bot Bot requested review from heyjennahay and removed request for a team July 15, 2026 12:19

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Comment thread src/libs/ReportUtils.ts Outdated
Comment thread src/libs/ReportUtils.ts Outdated
@allgandalf
allgandalf marked this pull request as draft July 15, 2026 12:41
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codecov Bot commented Jul 20, 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/libs/TodosUtils.ts 95.31% <100.00%> (ø)
src/libs/ReportUtils.ts 86.96% <93.33%> (-0.04%) ⬇️
... and 5 files with indirect coverage changes

@quinthar quinthar added the #convert Relates to work in the #convert room label Aug 11, 2026
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3 participants