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Add policy change log#89561

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luacmartins merged 49 commits into
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cmartins-ecardpolicychangelog
May 29, 2026
Merged

Add policy change log#89561
luacmartins merged 49 commits into
mainfrom
cmartins-ecardpolicychangelog

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@luacmartins luacmartins commented May 4, 2026

Explanation of Change

Adds policy change logs when creating/updating/deleting ecard rules.

Fixed Issues

$ #86527

Tests

Pre-requisite: an account with expensify card and rules enabled

  1. Create a new Spend rule
  2. Edit the rule several times, adding/removing merchants/categories, changing the restriction from allow to block and setting different max amounts.
  3. Navigate to the admin room for that policy
  4. Verify that you see the policy change log for the rules. They should follow the patterns below:

Creating a spend rule
Merchant

  • "blocked 'Walmart' on 'Todd’s Card'"
  • "allowed 'Starbucks' on 3 cards"

Spend category

  • "blocked 'Airlines' on 2 cards"
  • "allowed 'Groceries' on 3 cards"

Max amount

  • "blocked amounts over $1,000 on 'Alice’s Card'"
  • "allowed amounts under $1,000 on 10 cards"

Mixed

  • "blocked 'Amazon', 'Hotels', and amounts over $1,000 on 5 cards"
  • "allowed 'Starbucks' and 'Groceries', and amounts under $500 on 'Todd’s Card'"

Updating a spend rule
Change restriction type (block/only allow)

  • "changed spend rule from block to only allow on 'Todd’s Card'"
  • "changed spend rule from only allow to block on 10 cards"

Change scope (cards)

  • "applied spend rule to 2 additional cards"
  • "removed spend rule from ‘Todd’s Card’"

Change merchant restriction

  • "added blocked merchant 'Walmart' to ‘Todd’s Card’"
  • "removed blocked merchant 'Walmart' from ‘Todd’s Card’"
  • "changed blocked merchant from 'Amazon' to 'Apple' on ‘Todd’s Card’"
  • "changed allowed merchant from 'Apple' to 'Amazon' on ‘Todd’s Card’"

Change spend category restriction

  • "added blocked spend category 'Dining' on ‘Todd’s Card’"
  • "removed blocked spend category 'Airlines' from ‘Todd’s Card’"
  • "changed blocked spend category from 'Airlines' to 'Dining' on ‘Todd’s Card’"
  • "changed allowed spend category from 'Dining' to 'Airlines' on ‘Todd’s Card’"

Change max amount

  • "set max amount to $1,000 on ‘Todd’s Card’"
  • "changed max amount from $1,000 to $2,000 on ‘Todd’s Card’"
  • "removed max amount from ‘Todd’s Card’"

Mixed

  • "changed blocked spend category from 'Airlines' to 'Dining', merchant from 'Apple' to 'Amazon', and max amount from $1,000 to $2,000 on ‘Todd’s Card’"
  • "added blocked merchant 'Walmart' and removed max amount on “Todd’s Card’"

Removing a spend rule

  • "removed spend rule from 'Todd’s Card'"
  • "removed spend rule from 10 cards"
Screenshot 2026-05-22 at 9 45 20 AM
  • Verify that no errors appear in the JS console

Offline tests

N/A

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)
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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:
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    • 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 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)
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  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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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    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
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    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
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  • 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)
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  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

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

@luacmartins luacmartins self-assigned this May 4, 2026
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codecov Bot commented May 4, 2026

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 93.84% <ø> (ø)
...x/report/actionContents/PolicyChangeLogContent.tsx 100.00% <100.00%> (ø)
src/libs/SidebarUtils.ts 80.89% <50.00%> (-0.31%) ⬇️
...es/inbox/report/ContextMenu/ContextMenuActions.tsx 44.76% <50.00%> (+0.04%) ⬆️
src/libs/IntlPolyfill/polyfillListFormat.ts 21.42% <0.00%> (-28.58%) ⬇️
src/libs/SpendRuleChangeLogUtils.ts 83.76% <83.76%> (ø)
... and 89 files with indirect coverage changes

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@truph01
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truph01 commented May 27, 2026

@luacmartins Could you check this comment #89561 (comment)?

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I thought I had replied to that already, but I don't see the comment now. Weird

should the message above also update to reflect the newest card name?

No, we use a snapshot of all values at the time the rule is created/updated/deleted. So the name won't change.

@melvin-bot melvin-bot Bot requested a review from cead22 May 27, 2026 22:48
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melvin-bot Bot commented May 27, 2026

@cead22 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]

Comment thread src/libs/SpendRuleChangeLogUtils.ts
@luacmartins luacmartins requested review from JS00001 and MariaHCD May 27, 2026 22:53
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truph01 commented May 28, 2026

@luacmartins We have eslint issue, could you resolve it?

Comment thread src/libs/IntlPolyfill/polyfillListFormat.ts
Comment thread src/languages/en.ts
Comment thread src/languages/en.ts
Comment thread src/libs/SpendRuleChangeLogUtils.ts Outdated
Comment thread src/libs/SpendRuleChangeLogUtils.ts Outdated
Comment thread src/libs/SpendRuleChangeLogUtils.ts Outdated
Comment thread src/libs/SpendRuleChangeLogUtils.ts
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JS00001 commented May 28, 2026

Lint's also failing

@luacmartins luacmartins requested a review from JS00001 May 28, 2026 14:01
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Updated

JS00001
JS00001 previously approved these changes May 28, 2026
Comment thread src/languages/en.ts
Comment thread src/languages/en.ts
Comment thread src/languages/en.ts
Comment thread src/types/onyx/OriginalMessage.ts Outdated
Comment thread src/types/onyx/OriginalMessage.ts Outdated
Comment thread src/libs/SpendRuleChangeLogUtils.ts Outdated
Comment thread src/libs/SpendRuleChangeLogUtils.ts
Comment thread src/libs/SpendRuleChangeLogUtils.ts Outdated
Comment thread src/libs/SpendRuleChangeLogUtils.ts
Comment thread src/libs/SpendRuleChangeLogUtils.ts
@luacmartins
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@cead22 updated, ready for review

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Merging since @JS00001 had already approved

@luacmartins luacmartins merged commit c6506fe into main May 29, 2026
36 checks passed
@luacmartins luacmartins deleted the cmartins-ecardpolicychangelog branch May 29, 2026 17:51
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🚧 @luacmartins has triggered a test Expensify/App build. You can view the workflow run here.

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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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6 participants