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Spend rule section#86572

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cmartins-spendRuleSection
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Spend rule section#86572
luacmartins wants to merge 19 commits intomainfrom
cmartins-spendRuleSection

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@luacmartins luacmartins commented Mar 27, 2026

Explanation of Change

Adds the new Spend section to rules. For now this section only shows the default rules that apply to all Expensify cards. Clicking the rule opens a modal with further clarification.

Fixed Issues

$ #86520

Tests

Pre-requisite:

  • Workspace with Rules and Expensify cards enabled
  1. Navigate to Workspace > Rules
  2. Verify that you see a new section Spend at the bottom of the page
  3. Verify that clicking the All cards rule shows a modal
  4. Verify that you can dismiss the modal by clicking Got it
  • 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)
    • 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 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.
    • 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
  • 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)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • 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
  • 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.
  • 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.
  • 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

Screen.Recording.2026-03-27.at.2.15.46.PM.mov
Screen.Recording.2026-03-27.at.2.16.40.PM.mov
Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

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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/de.ts b/src/languages/de.ts
index e8746515..d90913c6 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -6647,6 +6647,24 @@ Fordern Sie Spesendetails wie Belege und Beschreibungen an, legen Sie Limits und
                 title: 'Spesenrichtlinie',
                 cardSubtitle: 'Hier ist die Spesenrichtlinie deines Teams hinterlegt, damit alle denselben Stand haben, was abgedeckt ist.',
             },
+            spendRules: {
+                title: 'Ausgaben',
+                subtitle: 'Genehmigen oder lehnen Sie Expensify Karten-Transaktionen in Echtzeit ab.',
+                defaultRuleDescription: 'Alle Karten',
+                block: 'Block',
+                defaultRuleTitle: 'Kategorien: Dienste für Erwachsene, Geldautomaten, Glücksspiel, Geldüberweisungen',
+                builtInProtectionModal: {
+                    title: 'Expensify Karten bieten integrierten Schutz – jederzeit',
+                    description: `Expensify lehnt diese Belastungen immer ab:
+
+  • Dienstleistungen für Erwachsene
+  • Geldautomaten (ATMs)
+  • Glücksspiel
+  • Geldüberweisungen
+
+Fügen Sie weitere Ausgabenregeln hinzu, um den Cashflow des Unternehmens zu schützen.`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7445,7 +7463,14 @@ Fordern Sie Spesendetails wie Belege und Beschreibungen an, legen Sie Limits und
         searchIn: 'Suchen in',
         searchPlaceholder: 'Nach etwas suchen',
         suggestions: 'Vorschläge',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `Vorschläge verfügbar${query ? ` für ${query}` : ''}. ${count} Ergebnis.`,
             other: (resultCount: number) => `Vorschläge verfügbar${query ? ` für ${query}` : ''}. ${resultCount} Ergebnisse.`,
         }),
diff --git a/src/languages/fr.ts b/src/languages/fr.ts
index ef75542d..b95aede4 100644
--- a/src/languages/fr.ts
+++ b/src/languages/fr.ts
@@ -6671,6 +6671,24 @@ Rendez obligatoires des informations de dépense comme les reçus et les descrip
                 title: 'Politique de dépenses',
                 cardSubtitle: 'C’est ici que se trouve la politique de dépenses de votre équipe, pour que tout le monde soit d’accord sur ce qui est couvert.',
             },
+            spendRules: {
+                title: 'Dépenser',
+                subtitle: 'Approuvez ou refusez les transactions Carte Expensify en temps réel.',
+                defaultRuleDescription: 'Toutes les cartes',
+                block: 'Bloquer',
+                defaultRuleTitle: 'Catégories : services pour adultes, DAB, jeux d’argent, transferts d’argent',
+                builtInProtectionModal: {
+                    title: 'Les Cartes Expensify offrent une protection intégrée – en permanence',
+                    description: `Expensify refuse toujours ces types de dépenses :
+
+  • Services pour adultes
+  • DAB
+  • Jeux d’argent
+  • Transferts d’argent
+
+Ajoutez davantage de règles de dépenses pour protéger la trésorerie de l’entreprise.`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7469,7 +7487,14 @@ Rendez obligatoires des informations de dépense comme les reçus et les descrip
         searchIn: 'Rechercher dans',
         searchPlaceholder: 'Rechercher quelque chose',
         suggestions: 'Suggestions',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `Suggestions disponibles${query ? ` pour ${query}` : ''}. ${count} résultat.`,
             other: (resultCount: number) => `Suggestions disponibles${query ? ` pour ${query}` : ''}. ${resultCount} résultats.`,
         }),
diff --git a/src/languages/it.ts b/src/languages/it.ts
index edc37919..c43330d9 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -6634,6 +6634,24 @@ Richiedi dettagli sulle spese come ricevute e descrizioni, imposta limiti e valo
                 title: 'Politica di spesa',
                 cardSubtitle: 'Qui trovi il regolamento spese del tuo team, così tutti sono allineati su cosa è coperto.',
             },
+            spendRules: {
+                title: 'Spesa',
+                subtitle: 'Approva o rifiuta le transazioni della Carta Expensify in tempo reale.',
+                defaultRuleDescription: 'Tutte le carte',
+                block: 'Blocca',
+                defaultRuleTitle: 'Categorie: Servizi per adulti, Bancomat, gioco d’azzardo, trasferimenti di denaro',
+                builtInProtectionModal: {
+                    title: 'Le Carte Expensify offrono una protezione integrata, sempre',
+                    description: `Expensify rifiuta sempre queste spese:
+
+  • Servizi per adulti
+  • Bancomat
+  • Gioco d’azzardo
+  • Trasferimenti di denaro
+
+Aggiungi altre regole di spesa per proteggere il flusso di cassa dell’azienda.`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7433,7 +7451,14 @@ Richiedi dettagli sulle spese come ricevute e descrizioni, imposta limiti e valo
         searchIn: 'Cerca in',
         searchPlaceholder: 'Cerca qualcosa',
         suggestions: 'Suggerimenti',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `Suggerimenti disponibili${query ? ` per ${query}` : ''}. ${count} risultato.`,
             other: (resultCount: number) => `Suggerimenti disponibili${query ? ` per ${query}` : ''}. ${resultCount} risultati.`,
         }),
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index 348b4b72..d8e7379c 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -6560,6 +6560,24 @@ ${reportName}
                 title: '経費ポリシー',
                 cardSubtitle: 'ここはチームの経費ポリシーが保存されている場所です。何が対象になるか、全員が同じ認識を持てます。',
             },
+            spendRules: {
+                title: '支出',
+                subtitle: 'Expensify カードの取引をリアルタイムで承認または却下できます。',
+                defaultRuleDescription: 'すべてのカード',
+                block: 'ブロック',
+                defaultRuleTitle: 'カテゴリ:アダルトサービス、ATM、ギャンブル、送金',
+                builtInProtectionModal: {
+                    title: 'Expensify カードは、常に組み込みの保護機能を備えています',
+                    description: `Expensify は常に次の利用を拒否します。
+
+  ・アダルトサービス
+  ・ATM
+  ・ギャンブル
+  ・送金
+
+会社のキャッシュフローを守るために、支出ルールをさらに追加しましょう。`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7341,7 +7359,14 @@ ${reportName}
         searchIn: '検索対象',
         searchPlaceholder: '何かを検索',
         suggestions: '提案',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `候補があります${query ? `: ${query}` : ''}。${count}件の結果。`,
             other: (resultCount: number) => `候補があります${query ? `: ${query}` : ''}。${resultCount}件の結果。`,
         }),
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index 538619e0..924b4583 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -6613,6 +6613,24 @@ Vereis onkostendetails zoals bonnen en beschrijvingen, stel limieten en standaar
                 title: 'Declaratiebeleid',
                 cardSubtitle: 'Hier staat het declaratiebeleid van je team, zodat iedereen hetzelfde beeld heeft van wat er wordt vergoed.',
             },
+            spendRules: {
+                title: 'Uitgaven',
+                subtitle: 'Keur transacties met de Expensify Kaart in realtime goed of wijs ze af.',
+                defaultRuleDescription: 'Alle kaarten',
+                block: 'Blokkeren',
+                defaultRuleTitle: 'Categorieën: Diensten voor volwassenen, geldautomaten, gokken, geldoverdrachten',
+                builtInProtectionModal: {
+                    title: 'Expensify Kaarten bieden altijd ingebouwde bescherming',
+                    description: `Expensify wijst deze transacties altijd af:
+
+  • Seksdiensten
+  • Geldautomaten (ATM's)
+  • Gokken
+  • Geldoverschrijvingen
+
+Voeg meer bestedingsregels toe om de cashflow van je bedrijf te beschermen.`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7399,7 +7417,14 @@ Vereis onkostendetails zoals bonnen en beschrijvingen, stel limieten en standaar
         searchIn: 'Zoeken in',
         searchPlaceholder: 'Zoek iets',
         suggestions: 'Suggesties',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `Suggesties beschikbaar${query ? ` voor ${query}` : ''}. ${count} resultaat.`,
             other: (resultCount: number) => `Suggesties beschikbaar${query ? ` voor ${query}` : ''}. ${resultCount} resultaten.`,
         }),
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index 84265236..0577802a 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -6608,6 +6608,24 @@ Wymagaj szczegółów wydatków, takich jak paragony i opisy, ustawiaj limity i
                 title: 'Polityka wydatków',
                 cardSubtitle: 'To tutaj znajduje się polityka wydatków Twojego zespołu, aby wszyscy mieli jasność co do tego, co jest objęte.',
             },
+            spendRules: {
+                title: 'Wydatki',
+                subtitle: 'Zatwierdzaj lub odrzucaj transakcje Kartą Expensify w czasie rzeczywistym.',
+                defaultRuleDescription: 'Wszystkie karty',
+                block: 'Zablokuj',
+                defaultRuleTitle: 'Kategorie: usługi dla dorosłych, bankomaty, hazard, przelewy pieniężne',
+                builtInProtectionModal: {
+                    title: 'Karty Expensify zapewniają wbudowaną ochronę – zawsze',
+                    description: `Expensify zawsze odrzuca te obciążenia:
+
+  • Usługi dla dorosłych
+  • Bankomaty
+  • Hazard
+  • Przelewy pieniężne
+
+Dodaj więcej zasad wydatków, żeby chronić przepływy pieniężne firmy.`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7400,7 +7418,14 @@ Wymagaj szczegółów wydatków, takich jak paragony i opisy, ustawiaj limity i
         searchIn: 'Szukaj w',
         searchPlaceholder: 'Wyszukaj coś',
         suggestions: 'Sugestie',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `Dostępne sugestie${query ? ` dla ${query}` : ''}. ${count} wynik.`,
             other: (resultCount: number) => `Dostępne sugestie${query ? ` dla ${query}` : ''}. ${resultCount} wyniki.`,
         }),
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index 80ba6a31..efd53c34 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -6612,6 +6612,24 @@ Exija dados de despesas como recibos e descrições, defina limites e padrões e
                 title: 'Política de despesas',
                 cardSubtitle: 'Aqui é onde fica a política de despesas da sua equipe, para que todo mundo esteja alinhado sobre o que é coberto.',
             },
+            spendRules: {
+                title: 'Gasto',
+                subtitle: 'Aprove ou recuse transações do Cartão Expensify em tempo real.',
+                defaultRuleDescription: 'Todos os cartões',
+                block: 'Bloquear',
+                defaultRuleTitle: 'Categorias: Serviços adultos, caixas eletrônicos, jogos de azar, transferências de dinheiro',
+                builtInProtectionModal: {
+                    title: 'Os Cartões Expensify oferecem proteção integrada — sempre',
+                    description: `A Expensify sempre recusa estas cobranças:
+
+  • Serviços adultos
+  • Caixas eletrônicos (ATMs)
+  • Jogos de azar
+  • Transferências de dinheiro
+
+Adicione mais regras de gasto para proteger o fluxo de caixa da empresa.`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7387,7 +7405,14 @@ Exija dados de despesas como recibos e descrições, defina limites e padrões e
         searchIn: 'Pesquisar em',
         searchPlaceholder: 'Pesquisar algo',
         suggestions: 'Sugestões',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `Sugestões disponíveis${query ? ` para ${query}` : ''}. ${count} resultado.`,
             other: (resultCount: number) => `Sugestões disponíveis${query ? ` para ${query}` : ''}. ${resultCount} resultados.`,
         }),
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index f1ffd1b9..20a0343b 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -6448,6 +6448,24 @@ ${reportName}
                 title: '报销政策',
                 cardSubtitle: '这是你们团队的报销政策所在之处,让所有人都清楚哪些内容在报销范围之内。',
             },
+            spendRules: {
+                title: '支出',
+                subtitle: '实时批准或拒绝 Expensify 卡交易。',
+                defaultRuleDescription: '所有卡片',
+                block: '屏蔽',
+                defaultRuleTitle: '类别:成人服务、自动取款机、赌博、转账',
+                builtInProtectionModal: {
+                    title: 'Expensify 卡提供始终内置的保护',
+                    description: `Expensify 始终会拒绝以下消费:
+
+  • 成人服务
+  • 自动取款机(ATM)
+  • 赌博
+  • 转账汇款
+
+添加更多消费规则,保护公司的现金流。`,
+                },
+            },
         },
         planTypePage: {
             planTypes: {
@@ -7217,7 +7235,14 @@ ${reportName}
         searchIn: '搜索范围',
         searchPlaceholder: '搜索内容',
         suggestions: '建议',
-        suggestionsAvailable: ({count}: {count: number}, query = '') => ({
+        suggestionsAvailable: (
+            {
+                count,
+            }: {
+                count: number;
+            },
+            query = '',
+        ) => ({
             one: `有可用建议${query ? `:${query}` : ''}。共${count}条结果。`,
             other: (resultCount: number) => `有可用建议${query ? `:${query}` : ''}。共${resultCount}条结果。`,
         }),

Note

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

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codecov bot commented Mar 27, 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 95.20% <ø> (ø)
src/components/ConfirmModal.tsx 100.00% <100.00%> (ø)
src/components/Icon/chunks/illustrations.chunk.ts 0.00% <ø> (ø)
src/styles/variables.ts 100.00% <ø> (ø)
src/pages/workspace/rules/PolicyRulesPage.tsx 0.00% <0.00%> (ø)
src/components/ConfirmContent.tsx 88.88% <33.33%> (-3.97%) ⬇️
...s/workspace/rules/SpendRules/SpendRulesSection.tsx 0.00% <0.00%> (ø)
... and 62 files with indirect coverage changes

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Codex Review: Didn't find any major issues. Delightful!

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@luacmartins luacmartins requested review from JS00001 and cead22 March 27, 2026 20:38
@luacmartins luacmartins marked this pull request as ready for review March 27, 2026 20:39
@luacmartins luacmartins requested review from a team as code owners March 27, 2026 20:39
@melvin-bot melvin-bot bot requested review from jayeshmangwani and trjExpensify and removed request for a team March 27, 2026 20:39
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melvin-bot bot commented Mar 27, 2026

@jayeshmangwani 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 removed the request for review from a team March 27, 2026 20:39
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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 7965f36d87

ℹ️ About Codex in GitHub

Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".

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2 participants