Merge branch 'main' into collectioneur/transition-tracker-v3

Author: collectioneur

.claude/scripts/createInlineComment.sh

@@ -3,7 +3,7 @@
 # Secure proxy script to create an inline comment on a GitHub PR.
 set -eu
 
-readonly ALLOWED_RULES_FILE="${GITHUB_WORKSPACE}/.claude/allowed-rules.txt"
+readonly ALLOWED_RULES_FILE="${ALLOWED_RULES_FILE:-${GITHUB_WORKSPACE}/.claude/allowed-rules.txt}"
 
 # Print error and exit.
 die() {

.github/workflows/claude-review.yml

@@ -57,7 +57,7 @@ jobs:
         run: |
           "$GITHUB_WORKSPACE/.github/scripts/extractAllowedRules.sh" \
             "$GITHUB_WORKSPACE/.claude/skills/coding-standards/rules" \
-            "$GITHUB_WORKSPACE/.claude/allowed-rules.txt"
+            "$RUNNER_TEMP/allowed-rules.txt"
 
       - name: Load code review JSON schema
         id: schema
@@ -82,6 +82,7 @@ jobs:
         env:
           GH_TOKEN: ${{ github.token }}
           STRUCTURED_OUTPUT: ${{ steps.code-review.outputs.structured_output }}
+          ALLOWED_RULES_FILE: ${{ runner.temp }}/allowed-rules.txt
         run: |
           if [ -z "$STRUCTURED_OUTPUT" ]; then
             echo "::error::Claude Code Action returned empty structured output"

Mobile-Expensify

@@ -111,8 +111,8 @@ android {
         minSdkVersion rootProject.ext.minSdkVersion
         targetSdkVersion rootProject.ext.targetSdkVersion
         multiDexEnabled rootProject.ext.multiDexEnabled
-        versionCode 1009035807
-        versionName "9.3.58-7"
+        versionCode 1009035903
+        versionName "9.3.59-3"
         // Supported language variants must be declared here to avoid from being removed during the compilation.
         // This also helps us to not include unnecessary language variants in the APK.
         resConfigs "en", "es"

android/app/build.gradle

@@ -2,35 +2,60 @@
 title: Adding Attendees
 description: Learn how to add attendees to your expenses and resolve category limit errors by splitting the cost across participants.
 keywords: [New Expensify, add attendees, expense attendees, split expense, category limit, attendee allocation]
+internalScope: Audience is all members. Covers adding attendees to an expense. Does not cover category limit policies member management. 
 ---
 
-You can add attendees to an expense to indicate who participated in a meal, meeting, or event. This is especially helpful when your company has per-person category limits, as Expensify can split the cost evenly across all attendees to help avoid violations.
+# Adding Attendees
+
+Adding attendees to an expense shows who participated in a meal, meeting, or event. Expensify automatically splits the total cost across all attendees, making it easier to track per-person spending and stay within company limits.
 
 ---
 
-# Add Attendees to an Expense
+## Who can add attendees to an expense
 
-1. From the navigation tabs (on the left on web, and at the bottom on mobile), head to **Reports > Expenses**.
-2. Open the expense and click the **Attendees** caret to expand attendee options.
-3. Select participants from your **Recents**, **Contacts**, or use the **Search bar** to find someone by name or email.
-4. To add someone new, manually enter their name or email. They’ll be saved to your Contacts for future use.
-5. Click on each attendee to add them. A checkmark (✅) will show who’s been selected.
-6. Click **Save**.
+All members can add attendees to their own expenses.
 
 ---
 
-# Resolve Category Limit Errors by Adding Attendees
+## How to add attendees to an expense 
 
-If an expense exceeds a category limit set by your admin, you can resolve the issue by adding attendees.
+1. From the navigation tabs (on the left on web, and at the bottom on mobile), go to **Reports > Expenses**.
+2. Open the expense and click **Attendees**. 
+3. Select attendees from **Recents**, **Contacts**, or enter a name, email, or phone number.
+4. Select each attendee to add a checkmark next to their name. 
+5. Click **Save**.
 
-1. Click the **Attendees** caret to open the attendee selector.
-2. Add the attendees involved in the expense.
-3. Expensify will automatically split the total cost across all attendees.
-4. Once added, a dot will appear between the **Attendees** field and the **per-person amount**, making it easy for approvers to verify the distribution.
+The selected attendees are added to the expense.
 
 ---
 
-# Audit Trail for Attendees
+## What happens after you add attendees to an expense
+
+ - The total expense is automatically split evenly across all attendees
+ - The per-attendee amount updates instantly on the expense
+ - If your Workspace has per-attendee category limits, adding attendees can reduce the per-attendee amount and help resolve limit violations
+ - Approvers can review attendee details during the approval process
+ - All attendee changes are recorded in the expense history for auditing
+
+---
+
+# How to view attendees on a report
+
+When any expense in a report has attendees, the report automatically shows two additional columns:
+
+- **Attendees:** displays the attendees added to each expense.
+- **Per attendee:** shows the total amount divided equally among all attendees.
+
+These columns appear in both the report and search results.
+
+---
+
+# FAQ
+
+## Is there an audit trail for attendee changes?
+
+Yes. Expensify automatically records all attendee updates in the expense history. These system records cannot be edited.
 
-🕵️ **Note:** Expensify automatically records attendee changes on the expense report. These system messages cannot be edited, ensuring a clear and secure history of all attendee updates.
+## Can I edit attendees on an expense before it's submitted? 
 
+Yes. Open the expense, click **Attendees**, update the list, and click **Save**.

docs/articles/new-expensify/reports-and-expenses/Adding-Attendees.md

@@ -35,10 +35,7 @@ Within the report, duplicate expenses will show the label **Potential duplicate*
 
 ---
 
-<!-- SCREENSHOT:
-Suggestion: Show Inbox > Chat with red dot 
-Design request:https://github.com/Expensify/Expensify/issues/614048
--->
+![Inbox > Chat with red dot]({{site.url}}/assets/images/ExpensifyHelp-ResolveDuplicates_03.png){:width="100%"}
 
 ---
 
@@ -56,10 +53,9 @@ Design request:https://github.com/Expensify/Expensify/issues/614048
 
 ---
 
-<!-- SCREENSHOT:
-Suggestion: Show expense with Review Duplicates at the top 
-Design request:https://github.com/Expensify/Expensify/issues/614048
--->
+![expense with Review Duplicates at the top]({{site.url}}/assets/images/ExpensifyHelp-ResolveDuplicates_04.png){:width="100%"}
+
+---
 
 ## What happens after you resolve a flagged duplicate
 
@@ -73,9 +69,11 @@ The hold is removed from the expense. Depending on your choice:
 # FAQ
 
 ## Can I edit a duplicate expense after resolving it?
+
 Yes, you can edit a duplicate expense as long as it is in the Unreported, Draft or Outstanding state. 
 
 ## Will two SmartScanned receipts from the same day with the same amount be flagged?
+
 Yes, unless:
 - The expenses were split from a single expense.
 - They were imported from a credit card.

docs/articles/new-expensify/reports-and-expenses/How-to-Find-and-Resolve-Flagged-Duplicate-Expenses.md

@@ -77,10 +77,9 @@ Use this method when both expenses are inside the same report.
 
 ---
 
-<!-- SCREENSHOT:
-Show 2 expenses selected within a report > Selected button > Merge highlighted
-Design request:https://github.com/Expensify/Expensify/issues/614048
--->
+![expenses selected within a report > Selected button > Merge highlighted]({{site.url}}/assets/images/ExpensifyHelp-ResolveDuplicates_01){:width="100%"}
+
+---
 
 ## How to merge duplicate expenses from an individual expense
 
@@ -94,10 +93,7 @@ Design request:https://github.com/Expensify/Expensify/issues/614048
 
 ---
 
-<!-- SCREENSHOT:
-Open one individual expense > More > Merge > one eligible expense selected. 
-Design request:https://github.com/Expensify/Expensify/issues/614048
--->
+![one individual expense > More > Merge > one eligible expense selected]({{site.url}}/assets/images/ExpensifyHelp-ResolveDuplicates_02){:width="100%"}
 
 ---
 

docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md

@@ -90,6 +90,8 @@ The table displays:
 - Date
 - Merchant
 - Category
+- Attendees (if any expense has attendees)
+- Per attendee (if any expense has attendees)
 - Amount
 - Workspace violations (if applicable)
 

docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md

@@ -1,11 +1,10 @@
 ---
-title: "How to use search operators in Expensify"
-description: "Learn how to use advanced search filters, comparisons, and groupings to find exactly what you need across expenses, chats, reports, and more."
-keywords: "search operators, filters, search rules, expense search, report search, chat filters, advanced search, group-by, search syntax"
+title: How to use search operators in Expensify
+description: Learn how to use advanced search filters, comparisons, and groupings to find exactly what you need across expenses, chats, reports, and more.
+keywords: [New Expensify, search operators, filters, search rules, expense search, report search, chat filters, advanced search, group-by, view, chart, search syntax]
+internalScope: Audience is all Expensify users. Covers search operator syntax for filtering, grouping, and chart views. Does not cover saved search management or Search page UI navigation.
 ---
 
-<div id="new-expensify" markdown="1">
-
 The search operator framework lets you quickly filter, sort, and group items like expenses, chats, reports, and tasks using powerful text-based rules. This guide walks you through the supported syntax, available filters, and usage tips.
 
 ---
@@ -101,12 +100,12 @@ type:task assignee:"Charlie Brown" status:outstanding
 
 ---
 
-# Available filters for grouping and currency conversion
+## How to use grouping, chart views, and currency conversion filters
 
-Use `group-by:` to analyze data by dimension, and `group-currency:` to normalize totals.
+Use `group-by:` to analyze data by dimension, `view:` to choose how grouped results are displayed, and `group-currency:` to normalize totals.
 
 ```
-group-by:merchant group-currency:USD
+group-by:category view:bar group-currency:USD
 ```
 
 Supported groupings include:
@@ -123,6 +122,19 @@ Supported groupings include:
 - `group-by:quarter` - Group by fiscal quarter
 - `group-by:year` - Group by calendar year
 
+## How to choose a chart view for grouped results
+
+When using `group-by:`, you can add `view:` to control the visualization type. If you save a grouped search with a specific `view:`, that choice is preserved in the saved search label.
+
+Supported views:
+
+- `view:table` - Display grouped results as a table (default)
+- `view:bar` - Display grouped results as a bar chart
+- `view:pie` - Display grouped results as a pie chart
+- `view:line` - Display grouped results as a line chart
+
+> **Note:** The `view:` operator only applies when `group-by:` is also used. Without `group-by:`, the `view:` value is ignored.
+
 ---
 
 # FAQ
@@ -139,4 +151,3 @@ If the search operator isn’t recognized, the system will ignore it and return
 
 Only use quotes for values that include spaces or exact phrases, like `description:"client lunch"` or `in:"#general"`.
 
-</div>