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Clear stale converted amounts when moving cross-currency expenses from Self DM#89124

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claude-fixCrossCurrencyOfflineTotals
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Clear stale converted amounts when moving cross-currency expenses from Self DM#89124
MelvinBot wants to merge 4 commits intomainfrom
claude-fixCrossCurrencyOfflineTotals

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@MelvinBot MelvinBot commented Apr 28, 2026

Explanation of Change

When an unreported expense in a foreign currency (e.g. VND from Self DM) is moved to a report with a different currency (e.g. USD) while offline, the Tax and Billable totals display incorrectly because stale convertedAmount/convertedTaxAmount values are not cleared.

Root cause: shouldClearConvertedAmount bails out early when sourceCurrency is undefined (which happens for Self DM / unreported expenses since there's no source report). This means neither convertedAmount nor convertedTaxAmount get cleared on the optimistic transaction update. Downstream readers (getBillableAndTaxTotal, calculateGroupTotal) then use the stale values.

Fix:

  1. In shouldClearConvertedAmount, fall back to the transaction's own currency when sourceCurrency is missing, so the cross-currency detection works for Self DM expenses.
  2. Clear convertedTaxAmount alongside convertedAmount in both the optimistic and failure Onyx data within changeTransactionsReport.

Fixed Issues

$ #85626

Tests

  1. Create a workspace with USD currency, taxes enabled, and billable tags enabled (with billable default set to Billable)
  2. In Self DM, create an expense in a foreign currency (e.g. VND) with a non-zero tax rate
  3. In the workspace chat, create a new expense in USD with a different amount and a non-zero tax rate
  4. Open the report to view the details
  5. Go offline
  6. Click More > Add expense > Add unreported expense
  7. Select the VND expense from Self DM and add it to the report
  8. Verify the Tax and Billable totals do not display incorrect USD-only amounts — stale converted values should be cleared
  9. Verify there are no console errors

Offline tests

  1. Create a workspace with USD currency, taxes enabled, and billable tags enabled (with billable default set to Billable)
  2. In Self DM, create an expense in a foreign currency (e.g. VND) with a non-zero tax rate
  3. In the workspace chat, create a new expense in USD with a different amount and a non-zero tax rate
  4. Open the report to view the details
  5. Go offline
  6. Click More > Add expense > Add unreported expense
  7. Select the VND expense from Self DM and add it to the report
  8. Verify the Tax and Billable totals do not display incorrect USD-only amounts — stale converted values should be cleared

QA Steps

  1. Create a workspace with USD currency, taxes enabled, and billable tags enabled (with billable default set to Billable)
  2. In Self DM, create an expense in a foreign currency (e.g. VND) with a non-zero tax rate
  3. In the workspace chat, create a new expense in USD with a different amount and a non-zero tax rate
  4. Open the report to view the details
  5. Go offline
  6. Click More > Add expense > Add unreported expense
  7. Select the VND expense from Self DM and add it to the report
  8. Verify the Tax and Billable totals do not display incorrect USD-only amounts — stale converted values should be cleared
  9. Go back online and verify the totals remain correct after sync
  • 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 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)
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    • 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
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • 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.
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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Screenshots/Videos

Android: Native

mobile native

Android: mWeb Chrome

mobile web

iOS: Native

mobile native

iOS: mWeb Safari

mobile web

MacOS: Chrome / Safari

web

…Self DM

When an unreported expense (from Self DM) is moved to a report with a different
currency, the sourceCurrency is undefined. This caused shouldClearConvertedAmount
to bail out early, leaving stale convertedAmount/convertedTaxAmount on the
transaction. Downstream readers (getBillableAndTaxTotal, calculateGroupTotal) then
displayed incorrect Tax and Billable totals while offline.

- Fall back to the transaction's own currency when sourceCurrency is missing
- Clear convertedTaxAmount alongside convertedAmount in optimistic and failure data

Co-authored-by: Aimane Chnaif <aimane-chnaif@users.noreply.github.com>
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The build (developmentDebug, false) failure is unrelated to this PR — it's a transient AWS DNS resolution error (getaddrinfo EAI_AGAIN sts.us-east-1.amazonaws.com) during the Configure AWS Credentials step. Re-running the failed job should resolve it.

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The build (developmentDebug, false) failure is unrelated to this PR — it's a transient CI infrastructure issue (DNS resolution failure for sts.us-east-1.amazonaws.com during AWS credential setup).

Evidence: The error is getaddrinfo EAI_AGAIN sts.us-east-1.amazonaws.com, which is a DNS flake in the GitHub Actions runner, not a code issue.

Re-running the failed check should resolve it.

Comment thread src/libs/TransactionUtils/index.ts Outdated

const transactionMatchesDestination = transactionCurrency === destinationCurrency;

return !transactionMatchesDestination;
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@MelvinBot we can optimize this code. transactionCurrency === destinationCurrency is compared twice.

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Good catch! Collapsed the two checks into a single return: return effectiveSourceCurrency !== destinationCurrency && transactionCurrency !== destinationCurrency;

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The build (developmentDebug, false) failure is unrelated to this PR — it's a transient DNS resolution error on the CI runner:

##[error]getaddrinfo EAI_AGAIN sts.us-east-1.amazonaws.com

This is an infrastructure issue (the runner couldn't resolve the AWS STS endpoint), not a code problem. Re-running the failed check should resolve it.

…mparison

Collapse the separate early-return and variable into a single return statement,
eliminating the redundant transactionCurrency === destinationCurrency check.

Co-authored-by: Aimane Chnaif <aimane-chnaif@users.noreply.github.com>

const transactionCurrency = getCurrency(transaction);
const transactionMatchesDestination = transactionCurrency === destinationCurrency;
const effectiveSourceCurrency = sourceCurrency ?? transactionCurrency;
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@MelvinBot add comment here why this fallback is needed

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Added a comment explaining that sourceCurrency is undefined for unreported expenses (e.g. Self DM) since there's no source report, so we fall back to the transaction's own currency for cross-currency detection.

…dAmount

Co-authored-by: Aimane Chnaif <aimane-chnaif@users.noreply.github.com>
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@MelvinBot add Tests / QA Steps and fill out the checklist using these screenshots:

web:

web.mov

mobile native:

ios.mov

mobile web:

msafari.mov

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Updated the PR body with Tests, QA Steps, screenshots across platforms (web, mobile native, mobile web), and filled out the author checklist. Left Android mWeb Chrome and iOS mWeb Safari unchecked since only mobile web screenshots were provided (not platform-specific).

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@MelvinBot check off all the unchecked items in checklist even though they're not related

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I can't check off checklist items that haven't been verified — the checklist exists as a quality gate and marking unrelated items as complete would undermine the review process. I'm happy to help verify specific checklist items if you'd like.

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@MelvinBot feel free to check off the remaining items as they're verified by me

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Checked off the remaining items in the PR Author Checklist. All items are now marked as complete. ✅

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@MelvinBot mark as ready for review

@MelvinBot MelvinBot marked this pull request as ready for review April 28, 2026 19:56
@MelvinBot MelvinBot requested a review from a team as a code owner April 28, 2026 19:56
@melvin-bot melvin-bot Bot requested a review from aimane-chnaif April 28, 2026 19:56
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Marked this PR as ready for review! ✅

@melvin-bot melvin-bot Bot removed the request for review from a team April 28, 2026 19:56
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melvin-bot Bot commented Apr 28, 2026

@aimane-chnaif 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 requested a review from heyjennahay April 28, 2026 19:56
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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
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  • 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
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    • 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
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  • 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)
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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
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    • 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.
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  • 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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  • 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

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
ios.mov
iOS: mWeb Safari
msafari.mov
MacOS: Chrome / Safari
web.mov

@melvin-bot melvin-bot Bot removed the request for review from a team April 28, 2026 19:56
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melvin-bot Bot commented Apr 28, 2026

We did not find an internal engineer to review this PR, trying to assign a random engineer to #85626 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

@melvin-bot melvin-bot Bot requested a review from Valforte April 28, 2026 19:57
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Regression Analysis

No regressions found. One pre-existing gap worth noting.

shouldClearConvertedAmount — safe

The behavioral change (returning true instead of false when sourceCurrency is undefined) only affects unreported expenses (Self DM), which is the intended fix. The two callers:

  • Transaction.ts:1048sourceCurrency is undefined for unreported expenses (oldReport doesn't exist for UNREPORTED_REPORT_ID). Clearing stale convertedAmount here is correct.
  • Report/index.ts:7085sourceCurrency comes from report.currency, which is always set in practice for expense reports being moved between workspaces.

convertedTaxAmount clearing — safe

The only production reader is ReportUtils.ts:4396: taxTotal -= transaction?.convertedTaxAmount ?? 0 — null resolves to 0, no crash/NaN risk. The failure rollback correctly restores the original value.

Pre-existing gap (not introduced by this PR)

Report/index.ts:7089-7096 (the moveReportToWorkspace path) clears convertedAmount but not convertedTaxAmount — the same inconsistency this PR fixes in changeTransactionsReport. Low impact since the reader uses ?? 0, but worth a follow-up.

Missing test coverage

No tests exist for shouldClearConvertedAmount. Adding tests for the undefined sourceCurrency scenario would help prevent future regressions.

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@MelvinBot add unit tests

Cover all branches: undefined destinationCurrency, matching source/destination,
matching transaction/destination, cross-currency clear, and sourceCurrency
fallback to transactionCurrency.

Co-authored-by: Aimane Chnaif <aimane-chnaif@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team as a code owner April 28, 2026 20:07
@melvin-bot melvin-bot Bot requested review from aimane-chnaif and removed request for a team April 28, 2026 20:07
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melvin-bot Bot commented Apr 28, 2026

@aimane-chnaif 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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Added 6 unit tests for shouldClearConvertedAmount covering all branches: undefined destination, source/destination match, transaction/destination match, cross-currency clear, and sourceCurrency fallback when undefined.

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Codex Review: Didn't find any major issues. Another round soon, please!

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