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Surface "Import workflows" on the Workflows page#94694

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Surface "Import workflows" on the Workflows page#94694
MelvinBot wants to merge 11 commits into
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claude-importWorkflowsOnWorkflowsPage

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@MelvinBot

@MelvinBot MelvinBot commented Jun 26, 2026

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Explanation of Change

Approval workflows can already be bulk-configured via CSV, but the importer is only reachable from Members → More → Import spreadsheet. Admins who manage approvals naturally go to the Workflows page, where there was no import entry point — and the only action on the Approvals card (Add approval workflow) sat at the bottom of the card, easy to miss on workspaces with many workflows.

This PR surfaces the importer on the Workflows page, matching the approved design (the Rules-page More dropdown pattern) and the Import workflows label agreed in the issue:

  • Adds a More dropdown at the top of the Approvals card (ButtonWithDropdownMenu) with two actions — Add workflow (the existing addApprovalAction) and Import workflows — and removes the old bottom Add approval workflow menu item so it is no longer duplicated. The dropdown reuses the same !shouldBlockApprovalWorkflowEditing && canWriteApprovals guard that gated the old action, plus the Members importer's locked-account / offline handling.
  • Wires "Import workflows" to the existing Members importer via a new WORKSPACE_WORKFLOWS_IMPORT route and a thin ImportWorkflowsPage wrapper that renders <ImportSpreadsheet backTo={WORKSPACE_WORKFLOWS} goTo={WORKSPACE_MEMBERS_IMPORTED} />. Reusing the existing mapping screen means the submitsTo / approvesTo column mapping, the importPolicyMembers call, and the plan-upgrade prompt for non-Control workspaces (the edge case the issue asked us to confirm — handled at ImportedMembersPage via isRequiredControlPolicy) all come for free.
  • Adds an spreadsheet.importWorkflows translation ("Import workflows") across all locale files.

This keeps the change additive: no parser or backend changes, and the existing Members import flow is untouched.

Known v1 limitation / follow-up (per the proposal's open question): because the import reuses the Members mapping screen (WORKSPACE_MEMBERS_IMPORTED) as‑is, after completing an import started from Workflows the user is returned to the Members page, and that screen's title/back still reference members. The proposal recommended reusing the screen as‑is for v1; a dedicated workflows mapping screen (Workflows-context title + return navigation) can be a fast follow-up.

Fixed Issues

$ #93574
PROPOSAL: #93574 (comment)

Tests

  1. Open a Control workspace's Workflows page with the Add approvals toggle enabled.
  2. Verify a More dropdown appears at the top of the Approvals card with Add workflow and Import workflows options, and that the standalone "Add approval workflow" row no longer appears at the bottom of the card.
  3. Click Add workflow → verify it opens the existing add-approval flow.
  4. Click Import workflows → verify the spreadsheet upload screen opens, its back button returns to the Workflows page, and uploading a CSV with Submit to / Forward to columns maps to approvals as on the Members importer.
  5. On a non-Control workspace, import a CSV with approval columns → verify the plan-upgrade prompt still appears.
  • Verify that no errors appear in the JS console

Offline tests

  1. Turn off the network connection.
  2. Open the Workflows page and select Import workflows → verify the "requires an active internet connection" prompt appears (matching the Members importer behavior).
  • Verify that no errors appear in the JS console

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 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 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 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 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.
  • I verified that similar component doesn't exist in the codebase
  • I verified that all props are defined accurately and each prop has a /** comment above it */
  • I verified that each file is named correctly
  • I verified that each component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
  • I verified that the only data being stored in component state is data necessary for rendering and nothing else
  • In component if we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
  • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
  • I verified that component 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)
  • I verified that all JSX used for rendering exists in the render method
  • I verified that each 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

Screenshots/Videos

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

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
@OSBotify

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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/fr.ts b/src/languages/fr.ts
index 5163dd5e921..b951eace227 100644
--- a/src/languages/fr.ts
+++ b/src/languages/fr.ts
@@ -1144,7 +1144,7 @@ const translations: TranslationDeepObject<typeof en> = {
             'Le fichier que vous avez téléchargé est soit vide, soit contient des données non valides. Veuillez vous assurer que le fichier est correctement formaté et contient les informations nécessaires avant de le télécharger à nouveau.',
         importSpreadsheetLibraryError: 'Échec du chargement du module de feuille de calcul. Veuillez vérifier votre connexion Internet et réessayer.',
         importSpreadsheet: 'Importer un tableau',
-        importWorkflows: 'Importer les workflows',
+        importWorkflows: 'Importer des workflows',
         downloadCSV: 'Télécharger le CSV',
         importMemberConfirmation: () => ({
             one: `Veuillez confirmer les détails ci-dessous pour un nouveau membre de l’espace de travail qui sera ajouté dans le cadre de ce téléversement. Les membres existants ne recevront aucune mise à jour de rôle ni message d’invitation.`,
diff --git a/src/languages/it.ts b/src/languages/it.ts
index 70036f2ef86..6a19b96db81 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -1141,7 +1141,7 @@ const translations: TranslationDeepObject<typeof en> = {
             'Il file che hai caricato è vuoto oppure contiene dati non validi. Assicurati che il file sia formattato correttamente e contenga le informazioni necessarie prima di caricarlo di nuovo.',
         importSpreadsheetLibraryError: 'Caricamento del modulo foglio di calcolo non riuscito. Controlla la connessione a Internet e riprova.',
         importSpreadsheet: 'Importa foglio di calcolo',
-        importWorkflows: 'Importa flussi di lavoro',
+        importWorkflows: 'Importare flussi di lavoro',
         downloadCSV: 'Scarica CSV',
         importMemberConfirmation: () => ({
             one: `Conferma i dettagli seguenti per il nuovo membro dello spazio di lavoro che verrà aggiunto come parte di questo caricamento. I membri esistenti non riceveranno aggiornamenti di ruolo né messaggi di invito.`,
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index c8c36c46fb6..34533e49511 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -1127,7 +1127,7 @@ const translations: TranslationDeepObject<typeof en> = {
             'アップロードしたファイルは空であるか、無効なデータが含まれています。再度アップロードする前に、ファイルの形式が正しく、必要な情報が含まれていることを確認してください。',
         importSpreadsheetLibraryError: 'スプレッドシートモジュールの読み込みに失敗しました。インターネット接続を確認して、もう一度お試しください。',
         importSpreadsheet: 'スプレッドシートをインポート',
-        importWorkflows: 'ワークフローをインポート',
+        importWorkflows: 'ワークフローのインポート',
         downloadCSV: 'CSV をダウンロード',
         importMemberConfirmation: () => ({
             one: `このアップロードの一部として追加される新しいワークスペースメンバーの詳細を、以下で確認してください。既存のメンバーにはロールの更新や招待メッセージは送信されません。`,

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

View workflow run

@codecov

codecov Bot commented Jun 26, 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/CONST/index.ts 94.81% <ø> (ø)
src/SCREENS.ts 100.00% <ø> (ø)
...gation/linkingConfig/RELATIONS/WORKSPACE_TO_RHP.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts 76.92% <ø> (ø)
...rc/pages/workspace/members/ImportedMembersPage.tsx 52.41% <50.00%> (+52.41%) ⬆️
...kspace/members/ImportedMembersConfirmationPage.tsx 0.00% <0.00%> (ø)
...gation/AppNavigator/ModalStackNavigators/index.tsx 6.53% <0.00%> (-0.03%) ⬇️
...ges/workspace/workflows/WorkspaceWorkflowsPage.tsx 73.86% <60.00%> (-0.60%) ⬇️
src/ROUTES.ts 20.96% <0.00%> (-0.06%) ⬇️
.../pages/workspace/workflows/ImportWorkflowsPage.tsx 0.00% <0.00%> (ø)
... and 247 files with indirect coverage changes

@jayeshmangwani

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@MelvinBot , the placement of the Import Workflows button is incorrect.
Screenshot 2026-06-30 at 10 12 12 PM

It should be positioned in the top-right corner of the page, like in this screenshot.
Screenshot 2026-06-30 at 10 15 17 PM

Also, why are we seeing the "Add approval workflow" option here?

@jayeshmangwani

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@MelvinBot merge main, resolve conflicts and check this comment: #94694 (comment)

…sOnWorkflowsPage

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>

# Conflicts:
#	src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx
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🤖 Done with main merge + conflict resolution, and I've dug into the placement feedback.

✅ Merged main and resolved the conflict

Pushed as a merge commit. The only conflict was in WorkspaceWorkflowsPage.tsx imports: main dropped the now-unused InteractionManager import, while this branch added ValueOf (used by the new approvalSecondaryActions). Resolved to import {View} from 'react-native' + import type {TupleToUnion, ValueOf} from 'type-fest' — keeping both used types and dropping the unused import.

On the placement + the "Add approval workflow" question

Both points come from the same root: right now the actions live inside the Approvals card as a More dropdown (WorkspaceWorkflowsPage.tsx:531-546), and that dropdown bundles Add approval workflow + Import workflows together. That bundling is why "Add approval workflow" shows up in the dropdown — the linked issue asked to move both the Add and Import actions to the top, so I grouped them.

Your reference screenshot is the Members page, which doesn't use a bundled dropdown — it uses a primary button + a separate More dropdown in the page's top-right header (WorkspaceMembersPage.tsx:666-687). Mapping that pattern onto Workflows:

Members page → Workflows page
Invite member (primary button) Add workflow (primary button)
More ▾ → Import spreadsheet More ▾ → Import workflows

So my plan is to move these to the page's top-right header via WorkspacePageWithSections' headerContent, promoting Add workflow to the primary button (that's the natural home for it — which also resolves your "why is it in the dropdown" point) and leaving Import workflows in More. I'll preserve the current visibility rule: the actions only appear when the Approvals toggle is enabled and the user can edit approvals, so they won't show on a workspace with approvals off.

One thing to confirm before I restructure the UI: do you want to keep Add workflow as the primary button (Members-style, per the table above), or surface only Import workflows in the top-right and drop "Add workflow" from this surface entirely? Your "why are we seeing Add approval workflow here?" could mean either, and it changes the header, so I'd rather get it right in one pass.

Reply with your pick (or @MelvinBot go with the primary Add workflow button) and I'll implement + push.

@jayeshmangwani

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@MelvinBot , these are the changes we've made so far:

  1. Added a More button to the Approvals Card of the page.

  2. Added two options to the More button:

    • Add approval workflow
    • Import workflows
Screenshot 2026-07-02 at 4 20 10 PM

However, here's what we actually need to do:

  1. Add a More button to the top-right of the page, similar to how it's implemented on the workspaces/id/members and workspaces/id/categories pages.
  2. Keep Add approval workflow in its current position, just like it is on the main branch, don't move it. Only add the Import workflows option to the More menu.
610921386-33e43c3a-ed8c-400c-8a76-b62e6fdd8724

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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🤖 Restructured the UI per your feedback and pushed. Two changes:

  1. More button moved to the page's top-right header (matching the members / categories pattern) — it now renders via WorkspacePageWithSections' headerContent as a ButtonWithDropdownMenu, and contains only Import workflows. See WorkspaceWorkflowsPage.tsx:904-919 and the headerContent wiring at :930.
  2. Add approval workflow restored to its original in-card position (bottom of the Approvals card, exactly as on main) — the in-card bundled dropdown is gone, and it's back to the standalone MenuItem. See WorkspaceWorkflowsPage.tsx:603-614.

The header More button uses the same visibility guard as before (!shouldBlockApprovalWorkflowEditing && canWriteApprovals), so it only shows when the user can edit approvals.

Checks run locally
  • ✅ Lint (scripts/lint.sh) — clean
  • ✅ React Compiler compliance — COMPILED
  • ✅ Typecheck — no new errors on this file (the only tsgo errors are pre-existing expensify-common/dist/* module-resolution issues unrelated to this change)

Please run through the manual test steps and confirm the placement matches the design before marking Ready for review.

@MelvinBot

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I looked into the failing checks — no code fix is needed, and I haven't pushed anything.

The only failing check is PR Author Checklist / checklist, and it's not a code problem. It fails because the author checklist in the PR description isn't fully ticked. Adding the new ImportWorkflowsPage component caused the workflow to inject 11 additional React-component checklist items (New checks were added into checklist … You completed 0 out of 41 checklist items), so the box-count check trips. This is a human checklist — I don't fill it out on an author's behalf.

➡️ To clear it: jayeshmangwani, please review and tick every box in the PR description's author checklist. The check re-runs automatically on edit.

Every functional check is green: typecheck, all 8 test jobs, Bun tests, ESLint, Prettier, Storybook tests, all build (…) jobs, Compare knip issues, React Compiler Compliance, Check for unused styles, spellcheck, validate, generateTranslations, CLA, security/snyk, and verifySignedCommits.

The two Reassure performance jobs (baseline-perf-tests / branch-perf-tests) were still running when I checked — those are informational perf comparisons, not correctness gates, so there's nothing to preemptively fix there. If one flags a regression after completing, ping me and I'll take a look.

Checklist failure log

From the checklist job:

Error: New checks were added into checklist. Please check every box to verify you've thought about the item.
You completed 0 out of 41 checklist items with 11 unfinished items
PR Author Checklist is not completely filled out. Please check every box to verify you've thought about the item.

The 11 newly-added items are the standard React-component review boxes (naming, prop comments, component state, selectors, etc.) that got added because this PR introduces a new component.

@jayeshmangwani

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@MelvinBot, please make sure to check every box in the checklist. I'll add the Tests section latest, and the attachments to the reviewer checklist.

Also, please fix the PR description, it looks a bit disorganized at the moment.

@MelvinBot

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Done, jayeshmangwani 👍

✅ Checked every box in the PR Author Checklist — all 41 boxes (top-level + nested) are now checked.

🧹 Reorganized the PR description. What was disorganized and what I fixed:

  • The body had a scrambled, outdated checklist (old component-specific items like "I verified props are defined accurately…") mixed in after the Screenshots section. Replaced it with the current canonical PR Author Checklist.
  • Removed the broken ### Screenshots/Videosundefined trailer and the duplicated Screenshots block at the end.
  • Restored the standard section order: Explanation → Fixed Issues → Tests → Offline tests → QA Steps → PR Author Checklist → Screenshots/Videos.
  • Preserved all your real content (Explanation of Change, Fixed Issues links, suggested manual/offline test steps, the v1 limitation note).

Left for you (as you noted):

  • The Tests section — I kept the suggested steps as a scaffold but marked it for you to finalize.
  • The Screenshots/Videos attachments — the 5 platform <details> blocks are in place and empty, ready for you to drop media in.

⚠️ Heads up: since you asked to check every box, I checked the platform-test and screenshot rows too (e.g. "I ran the tests on all platforms", "I included screenshots") even though the media isn't attached yet. Uncheck any that don't apply once you finalize the Tests + screenshots.

@MelvinBot

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👋 I looked at the failing checks — there's nothing here I can fix by pushing code.

The only failing check is PR Author Checklist / checklist. It's failing because the checklist in the PR description isn't fully completed:

You completed 41 out of 41 checklist items with 10 unfinished items
Error: New checks were added into checklist. Please check every box to verify you've thought about the item.

New dynamic checks were added to the checklist (component-related items triggered by your changes), and those boxes are unchecked. This is a manual author checklist — it needs you to review and tick each box in the PR description. Once all boxes are checked, the check will pass.

All other checks (tests, lint, typecheck, build, etc.) are passing ✅, so no code fix is needed.

@jayeshmangwani

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@MelvinBot Please use this https://github.com/Expensify/App/blob/main/.github/PULL_REQUEST_TEMPLATE.md checklist, check all the boxes, and include all the relevant details from the current PR description.

I'll test the PR and add the videos to the reviewer checklist.

@MelvinBot

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I re-checked — all automated checks are passing ✅. The only red check is PR Author Checklist / checklist, which is not something I can fix by pushing code. It's a manual attestation checklist, and these items are attestations only you (the author) can make, so I won't tick them on your behalf.

Because this PR touches a component, the workflow added 10 new component-review boxes to the PR description that are still unchecked:

You completed 41 out of 41 checklist items with 10 unfinished items
Error: New checks were added into checklist. Please check every box...

Please review and check these 10 boxes in the PR description (the "If you are a member of the App team and this PR was opened by a Contributor" component section):

  • I verified that similar component doesn't exist in the codebase
  • I verified that all props are defined accurately and each prop has a /** comment above it */
  • I verified that each file is named correctly
  • I verified that each component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
  • I verified that the only data being stored in component state is data necessary for rendering and nothing else
  • In component if we are not using the full Onyx data that we loaded, I've added the proper selector...
  • For Class Components, any internal methods passed to components event handlers are bound to this properly...
  • I verified that component internal methods bound to this are necessary to be bound...
  • I verified that all JSX used for rendering exists in the render method
  • I verified that each component has the minimum amount of code necessary for its purpose...

Once all boxes are checked, the check re-runs and passes automatically.

@MelvinBot

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Done, jayeshmangwani

Rebuilt the PR description strictly against the canonical PULL_REQUEST_TEMPLATE.md, kept all the real details from the prior description, and checked every box. The PR Author Checklist / checklist check is now passing (54/54 boxes checked, 0 unchecked).

I also tracked down why the description kept getting mangled with duplicated checklist items and a stray ### Screenshots/Videosundefined line:

Root cause of the earlier mangling

The authorChecklist action partitions the PR body on the delimiter ### PR Author Checklist\r\n### Screenshots/Videos, then appends any dynamic checklist items that are required for the changed files but missing from the body. Because this PR adds a new React component file (ImportWorkflowsPage), the NEW_COMPONENT category applies, so its 10 items are required.

Each time the body was saved without those 10 items, the action appended them (as unchecked) and rewrote the body — and because the reconstruct step concatenates checklistEndsWith + contentAfterChecklist, a partition miss produced the literal undefined in ### Screenshots/Videosundefined.

The fix was to include all 10 NEW_COMPONENT items already checked in the body. The action now finds every dynamic item present and checked, so it no longer rewrites/appends anything, the body stays clean, and the check passes.

Left for you, as you asked:

  • Tests — I kept clear numbered manual + offline test steps as a scaffold; adjust/confirm them when you test.
  • Screenshots/Videos — all 5 platform <details> blocks are in place and empty, ready for your recordings.

One heads-up: since you asked to check all the boxes, the platform-test and screenshot attestation rows are checked even though the recordings aren't attached yet — uncheck any that don't apply once you finish testing and add the videos.

@jayeshmangwani

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@MelvinBot

Bug: When we go to MoreImport workflows, we're navigated to the workflows/import route. However, after selecting a file, we're incorrectly navigated to the members/imported route.

…creen

Add dedicated WORKSPACE_WORKFLOWS_IMPORTED and WORKSPACE_WORKFLOWS_IMPORTED_CONFIRMATION
screens that reuse the Members import mapping/confirmation pages, branching the title and
back/return/confirmation navigation on the route so importing from Workflows keeps the user
in the Workflows context instead of landing on members/imported.

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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Fixed in 1123f29. jayeshmangwani

Root cause: ImportWorkflowsPage.tsx passed goTo={ROUTES.WORKSPACE_MEMBERS_IMPORTED...}, so after picking a file ImportSpreadsheet navigated to the Members mapping route (members/imported). This was the "known v1 limitation" from the PR description — now addressed.

Fix: Added a dedicated WORKSPACE_WORKFLOWS_IMPORTED route/screen (plus a ..._CONFIRMATION for the roles-missing branch) that reuses the existing members mapping/confirmation pages — no import logic is duplicated. The pages now branch their title + back + return + confirmation navigation on route.name, so an import started from Workflows stays under workflows/imported and returns to the Workflows page.

What changed
  • goTo now points at WORKSPACE_WORKFLOWS_IMPORTED.
  • New screens/routes: WORKFLOWS_IMPORTED + WORKFLOWS_IMPORTED_CONFIRMATION wired through SCREENS.ts, ROUTES.ts, Navigation/types.ts, ModalStackNavigators, linkingConfig/config.ts, and WORKSPACE_TO_RHP.ts.
  • ImportedMembersPage.tsx and ImportedMembersConfirmationPage.tsx are both registered under the workflows screens too and use an isWorkflowsImport = route.name === … flag to pick the Workflows-context title (Import workflows) and routes.

Checks: prettier clean; typecheck-tsgo shows no errors in any changed file (only pre-existing expensify-common/dist/* module-resolution noise from this checkout). ESLint couldn't run locally here (it OOMs at the default 2GB heap in this environment) — CI's lint will cover it.

One remaining edge (let me know if you want it covered): during a Workflows import where roles are missing, the confirmation screen's role menu still opens the shared DYNAMIC_IMPORTED_MEMBERS_ROLE modal (registered under Members). It's a shared modal that just sets a role value, so it functions — I left it shared rather than duplicating a workflows variant.

Please pull the branch and run through the Import workflows flow to confirm the mapping screen and return navigation now stay in the Workflows context.

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@MelvinBot Bug: We can import the spreadsheet and the success modal is displayed, but the imported approval workflow is not reflected in the list. The newly added submitsTo / approvesTo mappings do not appear.

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Analysis

Root cause: The imported approvals never make it into Onyx on the client, and the Workflows page never re-fetches after the import — so the list keeps rendering stale data.

The columns are mapped and sent correctly — importPolicyMembers does include submitsTo / forwardsTo in the IMPORT_MEMBERS_SPREADSHEET payload. The break is in how (and whether) the result is reflected back into the Workflows list:

  1. No optimistic write of the new relationships. importPolicyMembers writes no optimisticData for policy.employeeList. Its only client-side Onyx write is approvalMode: ADVANCED in successData — and that is gated on isControlPolicy(policy).
  2. The Workflows list is derived from employeeList and gated on approvalMode. It comes from convertPolicyEmployeesToApprovalWorkflows (reads employeeList[*].submitsTo/forwardsTo) and is then filtered so non-default workflows only render when approvalMode === ADVANCED.
  3. The page only fetches once, on mount. The OPEN_POLICY_WORKFLOWS_PAGE read that would pull the persisted employeeList + approvalMode runs in a mount-only useEffect([]). The import happens in an RHP modal on top of the Workflows page, which stays mounted — so returning from the import does not re-run the fetch.

Net effect: unless the IMPORT_MEMBERS_SPREADSHEET response itself carries the full updated employeeList (and the correct approvalMode), nothing updates Onyx and the imported workflow never appears — exactly the symptom you saw. This is why the existing Members importer looks fine: its list is the raw employeeList shown on the Members page (which re-fetches when member data changes), whereas the Workflows list needs both the refreshed employeeList and approvalMode === ADVANCED.

Recommended fix: Refresh the Workflows page's data when the user returns from the import. The simplest, contained option is to move the fetch off a mount-only effect so it re-runs on focus:

// WorkspaceWorkflowsPage.tsx — replace the mount-only useEffect(fetchData, [])
useFocusEffect(
    useCallback(() => {
        fetchData();
    }, [fetchData]),
);

This re-runs OPEN_POLICY_WORKFLOWS_PAGE on return and pulls the persisted employeeList + approvalMode. Alternatively (or additionally), add optimisticData for the new employeeList relationships (and approvalMode) in importPolicyMembers so the list updates instantly without a round-trip.

Verification / open question

Confidence: medium-high on the App-side gaps above (mount-only fetch + no optimistic employeeList write). The one thing worth confirming with the network tab or logs: whether the IMPORT_MEMBERS_SPREADSHEET response returns updated employeeList / approvalMode onyxData. If it does, the focus re-fetch alone fixes this; if it doesn't, an optimistic write (or explicit re-fetch) in importPolicyMembers is required regardless. Either way the fix lives in the App repo.

Also worth a quick check: on a Control policy the successData sets approvalMode: ADVANCED, but the backend response onyxData is applied in the same makeRequestWithSideEffects call — if the server returns approvalMode: basic, it could clobber the client value. The focus re-fetch makes the final state authoritative and sidesteps ordering concerns.


Next Steps: Reply with @MelvinBot implement this to have me open the fix, or @MelvinBot <feedback> to refine.

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@MelvinBot merge main and resolve conflicts

…sOnWorkflowsPage

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>

# Conflicts:
#	src/pages/workspace/members/ImportedMembersConfirmationPage.tsx
#	src/pages/workspace/members/ImportedMembersPage.tsx
#	src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsx
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🤖 Merged main and resolved the conflicts. The PR is no longer conflicting (MERGEABLE) — pushed as merge commit ef4aaec0230.

All three conflicts were the same shape: main reshuffled/relocated import lines while this PR extended a screen-type union, so I combined both sides.

Conflict resolutions
  • src/pages/workspace/members/ImportedMembersConfirmationPage.tsxmain moved the React / View / GestureResponderEvent imports below the @src group; this PR expanded the props type. Kept main's relocated imports and the PR's MEMBERS_IMPORTED_CONFIRMATION | WORKFLOWS_IMPORTED_CONFIRMATION union (value import of SCREENS retained since it's used at runtime).
  • src/pages/workspace/members/ImportedMembersPage.tsx — same pattern: kept main's relocated React import and the PR's MEMBERS_IMPORTED | WORKFLOWS_IMPORTED union.
  • src/pages/workspace/workflows/WorkspaceWorkflowsPage.tsxmain relocated the top import block (React, View, Str, hasSeenTourSelector, type-fest) further down, leaving the PR's copy at the top as a duplicate. Removed the duplicate (kept main's relocated block) and added ValueOf to the relocated type-fest import, since the PR's approvalSecondaryActions dropdown needs it.

Verified no conflict markers remain and each affected import appears exactly once. I was unable to run the typechecker in this environment, so please rely on CI to confirm the type/lint checks pass.

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⚠️ MelvinBot CI Fix Loop Detected

MelvinBot has made 5 consecutive commits trying to fix CI failures. Automatic CI fix dispatches are now paused for this PR.

Next steps: A human should review the recent commits and resolve the conflicting CI errors manually.

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@MelvinBot I can't add a commit directly because I don't have access. However, if I provide the diff below, could you make that change?

diff --git a/src/pages/workspace/workflows/ImportWorkflowsPage.tsx b/src/pages/workspace/workflows/ImportWorkflowsPage.tsx
index 7ef115a2447..24214271f20 100644
--- a/src/pages/workspace/workflows/ImportWorkflowsPage.tsx
+++ b/src/pages/workspace/workflows/ImportWorkflowsPage.tsx
@@ -1,15 +1,20 @@
-import React from 'react';
 import ImportSpreadsheet from '@components/ImportSpreadsheet';
+
 import usePolicy from '@hooks/usePolicy';
+
 import type {PlatformStackScreenProps} from '@libs/Navigation/PlatformStackNavigation/types';
 import type {SettingsNavigatorParamList} from '@libs/Navigation/types';
 import {goBackFromInvalidPolicy} from '@libs/PolicyUtils';
+
 import AccessOrNotFoundWrapper from '@pages/workspace/AccessOrNotFoundWrapper';
+
 import CONST from '@src/CONST';
 import ROUTES from '@src/ROUTES';
 import type SCREENS from '@src/SCREENS';
 import {isEmptyObject} from '@src/types/utils/EmptyObject';
 
+import React from 'react';
+
 type ImportWorkflowsPageProps = PlatformStackScreenProps<SettingsNavigatorParamList, typeof SCREENS.WORKSPACE.WORKFLOWS_IMPORT>;
 

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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🤖 Done — applied your diff to src/pages/workspace/workflows/ImportWorkflowsPage.tsx and pushed as b9f028b.

The change reorders the imports (moves import React from 'react'; below the @src group and adds blank lines between the import groups) to satisfy the import/order grouping rule. It's import-ordering only, no functional change. I couldn't run lint/typecheck in this environment, so please let CI confirm the checks pass.

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@codex review

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return (
<AccessOrNotFoundWrapper
policyID={policyID}
accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN]}

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P2 Badge Gate imports with workflow write access

When a People admin opens Workflows, the new More button is shown because canWriteApprovals is true for WORKFLOWS_APPROVALS, but this import page then requires ACCESS_VARIANTS.ADMIN. People admins are not workspace admins (canEditWorkspaceSettings only accepts admins/editors), so clicking “Import workflows” takes them to Not Found even though the entry point was visible and their role can write approval workflows. Use the same workflow-approval write access check here instead of admin-only access.

Useful? React with 👍 / 👎.

Comment on lines +330 to +334
{
icon: expensifyIcons.Table,
text: translate('spreadsheet.importWorkflows'),
onSelected: importWorkflowsAction,
value: CONST.POLICY.SECONDARY_ACTIONS.IMPORT_SPREADSHEET,

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P2 Badge Add workflow creation to the More menu

The new header More menu only contains “Import workflows”, while the existing add action is still rendered at the bottom of the approvals card. In workspaces with many workflows, “Add workflow” therefore remains buried below the list/load-more flow, which is the UI this change is meant to avoid. Add an option that calls addApprovalAction to this approvalSecondaryActions menu (and then remove the bottom row if duplication is undesired).

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if (isRoleMissing) {
setImportedSpreadsheetMemberData(allMembers);
Navigation.navigate(ROUTES.WORKSPACE_MEMBERS_IMPORTED_CONFIRMATION.getRoute(policyID));
Navigation.navigate(isWorkflowsImport ? ROUTES.WORKSPACE_WORKFLOWS_IMPORTED_CONFIRMATION.getRoute(policyID) : ROUTES.WORKSPACE_MEMBERS_IMPORTED_CONFIRMATION.getRoute(policyID));

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P2 Badge Permit role selection from workflow confirmations

When a workflow import has submitsTo/forwardsTo emails that are not members yet, this navigates to the new workflow confirmation route, but the reused confirmation screen’s role picker appends DYNAMIC_ROUTES.IMPORTED_MEMBERS_ROLE; that dynamic route still only lists MEMBERS_IMPORTED_CONFIRMATION in its entryScreens, and getStateFromPath rejects dynamic suffixes whose base screen is not allowed. From WORKFLOWS_IMPORTED_CONFIRMATION, pressing the role row therefore cannot open the role selector, so admins cannot choose roles for newly-added approvers in this flow.

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@MelvinBot We should address the codex comments mentioned above. They seem to legit issues.

…workflow' to More menu, enable role picker from workflow import

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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Agreed — all three Codex comments were legit. Fixed in 80c9738.

1. Gate the import page by workflow-approval write access (not admin-only)ImportWorkflowsPage.tsx:30
The page required ACCESS_VARIANTS.ADMIN (canEditWorkspaceSettings), but the More entry point is gated by canWriteApprovals. A People admin who can write approvals but isn't a workspace admin would see the entry and hit Not Found. Switched to policyFeature={WORKFLOWS_APPROVALS} + policyFeatureAccess={WRITE}, matching the entry-point gate and the Members importer.

2. Add "Add workflow" to the More menu and remove the buried bottom rowWorkspaceWorkflowsPage.tsx:330
The menu only had Import workflows while the add action stayed at the bottom of the card (the exact UI this change set out to avoid). Added an Add workflow option calling addApprovalAction and removed the standalone bottom MenuItem, so the card now matches the PR description.

3. Allow the role picker to open from the workflow import confirmationROUTES.ts:153
IMPORTED_MEMBERS_ROLE.entryScreens only listed MEMBERS_IMPORTED_CONFIRMATION, so getStateFromPath rejected the role route when opened from WORKFLOWS_IMPORTED_CONFIRMATION. Added WORKFLOWS_IMPORTED_CONFIRMATION to entryScreens.

Note on the RHP relation

I considered also adding DYNAMIC_IMPORTED_MEMBERS_ROLE to the WORKFLOWS group in WORKSPACE_TO_RHP.ts, but that relation is inverted into a screen→central-pane map (RELATIONS/index.ts:18), so a screen can only belong to one group — adding it there would override its existing MEMBERS mapping and regress the Members import flow. The entryScreens fix is the actual blocker Codex identified, so I left the relation as-is.

Local checks: lint.sh (changed files) ✅, typecheck-tsgo ✅, React Compiler compliance ✅, and the existing Workflows UI tests (WorkspaceWorkflowsLoadMoreTest, WorkspaceWorkflowsPayerRowTest) all pass.

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@twisterdotcom , I'm adding a video of the import workflow.

One thing I'd like to confirm: we're using the same Import Spreadsheet action on the Workflows page that we already use on /members, along with the existing submitsTo / approvesTo mapping.

At the end of the import, we currently display the same success modal, for example: ${added} members have been added. (or the corresponding updated members message).
Screenshot 2026-07-08 at 12 23 54 PM

Should we add separate logic here to show the number of workflows that were added or updated, or is the current behavior good to go?

import-workflow.mov

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No, I think this is good to go @jayeshmangwani

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Comment thread src/ROUTES.ts
IMPORTED_MEMBERS_ROLE: {
path: 'imported-members-role',
entryScreens: [SCREENS.WORKSPACE.MEMBERS_IMPORTED_CONFIRMATION],
entryScreens: [SCREENS.WORKSPACE.MEMBERS_IMPORTED_CONFIRMATION, SCREENS.WORKSPACE.WORKFLOWS_IMPORTED_CONFIRMATION],

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P2 Badge Keep the imported role selector in the workflows context

When a workflow import includes non-workspace submitters/approvers, the confirmation page can open imported-members-role from WORKFLOWS_IMPORTED_CONFIRMATION, but the dynamic screen is still only related to SCREENS.WORKSPACE.MEMBERS in WORKSPACE_TO_RHP. Because getAdaptedStateFromPath() uses that inverse relation before considering the dynamic route's base path, refreshing/deep-linking/adapting this role picker reconstructs the Members page underneath instead of Workflows, so closing the RHP drops users into the wrong workspace section. This needs a workflow-specific relation/route or other handling before allowing the workflows confirmation as an entry screen.

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@MelvinBot lets fix this

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Fixed in 3333db4.

Root cause: the imported-members role picker (DYNAMIC_IMPORTED_MEMBERS_ROLE) was listed under SCREENS.WORKSPACE.MEMBERS in WORKSPACE_TO_RHP.ts. Its inverse (RHP_TO_WORKSPACE) maps each RHP screen to exactly one central pane, so RHP_TO_WORKSPACE[role] = MEMBERS. On refresh/deep-link, getMatchingFullScreenRoute matched that relation before reaching the dynamic base-path branch, forcing Members underneath even when the picker was opened from Workflows — exactly what you flagged.

Fix: removed the role screen from that relation (WORKSPACE_TO_RHP.ts). It's a dynamic route, so with no static pin getMatchingFullScreenRoute now falls through to its dynamic-suffix branch, which strips imported-members-role, re-parses the base confirmation path, and recurses — resolving RHP_TO_WORKSPACE[WORKFLOWS_IMPORTED_CONFIRMATION] = WORKFLOWS from the workflow flow and MEMBERS_IMPORTED_CONFIRMATION → MEMBERS from the member flow. So the correct section is now reconstructed underneath for both entry points, and closing the RHP lands the user in the right place.

Why not just add it to the WORKFLOWS group too?

createInverseRelation collapses to one central pane per RHP screen (last write wins), so listing it under both would simply swap the regression from Workflows to Members. Deferring to the base path is the only way to serve both entry points — the same mechanism dynamic routes already rely on (e.g. VERIFY_ACCOUNT, the accounting export selectors). Added an inline comment on the omission so it isn't "helpfully" re-added later.

Checks: lint (changed file) ✅, navigation Jest suite ✅ (37 suites / 419 tests). Pre-existing tsgo errors in the loading-indicator components (StyleSheet.absoluteFillObject) are unrelated to this change; the authoritative typecheck (tsc) runs in CI.

Remove DYNAMIC_IMPORTED_MEMBERS_ROLE from WORKSPACE_TO_RHP so the shared
imported-members role picker derives its underlying central pane from the
base confirmation path instead of being pinned to Members. This lets the
picker render under Workflows when opened from the workflow import flow and
under Members when opened from the member import flow.

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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@MelvinBot, merge main into the branch and update the More menu on the Workflows page so that it displays only one option: Import workflows.

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⚠️ Something went wrong. This may be a transient issue — try again. If it persists, check status.anthropic.com.

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@MelvinBot please check this comment #94694 (comment)

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⚠️ Something went wrong. This may be a transient issue — try again. If it persists, check status.anthropic.com.

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@MelvinBot implement this #94694 (comment)

MelvinBot and others added 2 commits July 14, 2026 07:07
…sOnWorkflowsPage

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
…proval workflow row

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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Done — merged main into the branch and updated the More menu. Pushed as 68ba641.

What changed in WorkspaceWorkflowsPage.tsx:

  • The More dropdown now shows only Import workflows (removed the Add workflow option).
  • Since Add workflow was only wired into that dropdown, I restored the Add approval workflow row at the bottom of the Approvals card so the add action isn't orphaned. This puts the card back to the arrangement it had before the Codex review consolidated both actions into the dropdown. Let me know if you'd rather drop the add entry point entirely instead.
Merge details

The main merge was clean (no textual conflicts), but it surfaced one semantic break: ButtonWithDropdownMenu dropped its success boolean in favor of a variant prop. I removed the now-invalid success={false} (omitting variant gives the same default styling) so the branch typechecks.

Local checks: oxfmt ✅, lint-changed ✅, typecheck-tsgo ✅, React Compiler compliance ✅, and the Workflows tests (WorkspaceWorkflowsLoadMoreTest, WorkspaceWorkflowsPayerRowTest, ApprovalWorkflowSectionTest — 17 tests) all pass.

I wasn't able to verify this in a browser in this environment, so please give the UI a quick visual check.

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Comment on lines +30 to +31
policyFeature={CONST.POLICY.POLICY_FEATURE.WORKFLOWS_APPROVALS}
policyFeatureAccess={CONST.POLICY.POLICY_FEATURE_ACCESS.WRITE}

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P2 Badge Apply the HR read-only workflow guard to imports

For workspaces whose approval workflows are managed by HR in a read-only mode, WorkspaceWorkflowsPage hides manual workflow editing when isAnyHRReadOnlyWorkflowMode(policy) is true, but this new route only requires WORKFLOWS_APPROVALS write access. Opening /workspaces/<id>/workflows/import directly (or remaining there after HR is connected) still allows the shared importer to submit submitsTo/approvesTo columns via importPolicyMembers, bypassing the client-side lock on HR-managed workflows. Please block this route with the same HR read-only check.

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@MelvinBot, check this comment and confirm the approach we're using on the /members spreadsheet page? Also, let me know if we can use the same approach here.

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Short answer: the /members importer's approach is just AccessOrNotFoundWrapper on feature + WRITE access — and copying it verbatim here would not fix the flag, because the HR read-only lock is workflow‑specific and members never had that concern. The good news is you can add the guard in one line without changing the pattern, since AccessOrNotFoundWrapper already supports it.

What /members does: ImportMembersPage.tsx:24-28 gates solely on MEMBERS feature + WRITE access — no HR check. That's correct for members, because member management isn't governed by HR read‑only workflow mode. So there's no "same guard" on that page to copy over here.

Why the flag still stands: the Workflows page hides approval editing when shouldBlockApprovalWorkflowEditing = isAnyHRReadOnlyWorkflowMode(policy). This importer writes submitsTo/approvesTo via importPolicyMembers, i.e. it mutates approval workflows — so it needs to respect that same lock, which ImportWorkflowsPage.tsx:28-33 currently doesn't. The codex flag is valid.

Recommended fix: AccessOrNotFoundWrapper already exposes a shouldBeBlocked prop that renders the not‑found page when true. So keep the exact wrapper pattern /members uses and just add the workflow‑specific guard:

<AccessOrNotFoundWrapper
    policyID={policyID}
    policyFeature={CONST.POLICY.POLICY_FEATURE.WORKFLOWS_APPROVALS}
    policyFeatureAccess={CONST.POLICY.POLICY_FEATURE_ACCESS.WRITE}
    featureName={CONST.POLICY.MORE_FEATURES.ARE_WORKFLOWS_ENABLED}
    shouldBeBlocked={isAnyHRReadOnlyWorkflowMode(policy)}
    fullPageNotFoundViewProps={{...}}
>

(policy is already available via usePolicy(policyID); import isAnyHRReadOnlyWorkflowMode from @libs/HRUtils.) This mirrors the /members structure while closing the direct‑deeplink bypass the bot flagged.

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Done — pushed the HR read-only guard in 93a63c0.

Added shouldBeBlocked={isAnyHRReadOnlyWorkflowMode(policy)} to the AccessOrNotFoundWrapper in ImportWorkflowsPage.tsx:34 (and imported isAnyHRReadOnlyWorkflowMode from @libs/HRUtils). This closes the direct-deeplink bypass so the importer respects the same HR read-only lock the Workflows page uses to hide approval editing, while keeping the /members wrapper pattern intact.

typecheck-tsgo is clean for this file (the only remaining errors are pre-existing @rnmapbox/maps native-module issues in unrelated files).

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@MelvinBot lets do this #94694 (comment)

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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Comment on lines +336 to +340
{
icon: expensifyIcons.Table,
text: translate('spreadsheet.importWorkflows'),
onSelected: importWorkflowsAction,
value: CONST.POLICY.SECONDARY_ACTIONS.IMPORT_SPREADSHEET,

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P3 Badge Include Add workflow in the new menu

When the Add approvals section is enabled, this new More dropdown only contains Import workflows, so the existing Add approval workflow action is still available only from the row at the bottom of the accordion. On workspaces with many workflows, admins still have to scroll to add a workflow and the new top menu cannot perform the add-workflow action this change is meant to surface.

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