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Allow expense delete without iou report action - #102281

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mountiny merged 2 commits into
Expensify:mainfrom
callstack-internal:VickyStash/bugfix/102269-delete-without-iou-action
Sep 30, 2026
Merged

mountiny merged 2 commits into
Expensify:mainfrom
callstack-internal:VickyStash/bugfix/102269-delete-without-iou-action

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@VickyStash

@VickyStash VickyStash commented Sep 25, 2026 •

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Explanation of Change

This PR stops skipping expenses without an IOU action in useDeleteTransactions.
Since API can process DeleteMoneyRequest without the iou action, we shouldn't block on it.

Fixed Issues

$ #102269
PROPOSAL: N/A

Tests

  • Verify that no errors appear in the JS console

Setup: find an expense without an IOU action. If you have problems with that, you can try to remove the report action locally from Onyx.

Steps:

  1. Go to Search > Expenses.
  2. Select the expense without an IOU action.
  3. Open the bulk actions menu and choose Delete, then confirm.
  4. Verify the expense is deleted.
  5. In the network tab, verify that the DeleteMoneyRequest request was successful.

Offline tests

Same as in Tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

  • Verify that no errors appear in the JS console

Same as in Tests

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

MacOS: Chrome / Safari
web1.mp4

@codecov

codecov Bot commented Sep 25, 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/hooks/useDeleteTransactions.ts 64.22% <100.00%> (-0.29%) ⬇️
src/libs/actions/IOU/DeleteMoneyRequest.ts 77.54% <84.61%> (-0.16%) ⬇️
... and 107 files with indirect coverage changes

@VickyStash

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@MelvinBot review

@VickyStash
VickyStash marked this pull request as ready for review September 25, 2026 13:43
@VickyStash
VickyStash requested review from a team as code owners September 25, 2026 13:43
@melvin-bot
melvin-bot Bot requested review from heyjennahay and thelullabyy and removed request for a team September 25, 2026 13:43
@melvin-bot

melvin-bot Bot commented Sep 25, 2026

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@thelullabyy 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]

@thelullabyy

thelullabyy commented Sep 25, 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 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 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)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • 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 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

MacOS: Chrome / Safari
Screen.Recording.2026-09-29.at.01.39.25.mov

@MelvinBot

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PR Review

The change looks correct. I found no blocking bugs. I have two small suggestions and one scope note.

Every reportAction access in deleteMoneyRequest / prepareToCleanUpMoneyRequest is now guarded. The API layer drops undefined params (prepareRequestPayload/index.ts:14), so DeleteMoneyRequest goes out with only transactionID.

Suggestions

  1. Unreported legacy expenses write to reportActions_undefined. When transaction.reportID is '0', iouReport resolves to undefined (useDeleteTransactions.ts:337). The optimistic and success REPORT_ACTIONS merges then target reportActions_undefined with {} (DeleteMoneyRequest.ts:892-896, 983-993). This PR makes that path reachable. Consider skipping those updates when iouReport?.reportID is missing. The existing self-DM test already asserts this key stays empty.
  2. Add a hook test for an unreported expense with no IOU action. The new test in useDeleteTransactions.test.ts only covers an expense report. The Search test mocks deleteMoneyRequest, so the unreported path never runs for real. The issue's main case (unopened legacy expenses on Search) is likely unreported.

Scope note: Proposed step 3 in the issue (keep the selection and show an error when nothing is deleted) isn't in this PR. Since this loop no longer skips expenses, it may not be needed. Just confirm that was intentional.

Checked and fine
  • The actorAccountID fallback to iouReport.ownerAccountID (DeleteMoneyRequest.ts:264) only applies to IOU reports. On those, the owner is normally the requester, so the total math matches the common case.
  • The self-DM branch still requires isTrackExpenseAction(action), so expenses with no action never reach deleteTrackExpense.
  • The failureData spread ...(reportAction && {...}) handles undefined correctly.
  • If the report is only in the Search snapshot and not in Onyx, iouReport is undefined and totals don't update optimistically. This already happened before the PR.

I couldn't run Jest here, so this review is from reading the code only.


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@thelullabyy

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Checking...

@VickyStash

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^^ @mountiny kind bump here

@mountiny mountiny left a comment

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Perfect thank you

@mountiny
mountiny merged commit a631483 into Expensify:main Sep 30, 2026
37 of 42 checks passed
@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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🚧 mountiny has triggered a test Expensify/App build. You can view the workflow run here.

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OSBotify commented Oct 1, 2026

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🚀 Deployed to staging by https://github.com/mountiny in version: 9.5.0-0 🚀

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

@MelvinBot

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No help site update needed. This bug fix lets you delete expenses that have no IOU action, which is how deleting already should work. No article sentence becomes incorrect.


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@OSBotify

OSBotify commented Oct 1, 2026

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.5.0-5 🚀

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

Bundle Size Analysis (Sentry):

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5 participants