[MelvinBot]

Explanation of Change

Docs follow-up for #102472, which changed how a domain admin sets a vacation delegate for a domain member.

Incorrect sentences in docs/articles/new-expensify/domains/Manage-Domain-Members.md ("How to assign a Vacation Delegate on behalf of a Domain Member"):

6. Select the member you want to assign as the delegate.
7. Click Confirm.

What changed: Selecting Vacation delegate now opens a form instead of the member list. The admin selects Choose delegate to pick the member, can set an optional Clear after (recommended) date, and then selects Save. Picking a member no longer saves on its own, and there is no Confirm button.

This PR replaces steps 6–7 with those three steps. No other part of the article changed. The member-facing article, Delegate-when-out-of-office.md, was already updated in the source PR.

UI labels (Choose delegate, Clear after (recommended), Save) match the English strings in src/languages/en.ts.

@ikevin127, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

Fixed Issues

$ #102202
PROPOSAL:

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

• Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.

• 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)
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• If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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• 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.
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  • 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 the PR adds or modifies the UI:
  • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
  • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
  • I verified all new/changed elements have meaningful accessible names and roles.
  • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
• 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

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://a623c152.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/domains/Manage-Domain-Members

[ikevin127]

@MelvinBot Check all checkboxes on the PR Author Checklist then mark this PR ready for review.

[MelvinBot]

I checked all 36 boxes in the PR Author Checklist, and the PR is now ready for review.

The Tests and QA sections each still have one unchecked box, "Verify that no errors appear in the JS console." Those sections aren't part of the Author Checklist, and their TODO notes ask the human co-author to fill them in. Please complete them before review.

---

view run

[melvin-bot]

Product reviewer checklist:

• I have verified the accuracy of the article
  • The article is within a hub that makes sense, and the navigation is correct
  • All processes, screenshots, and examples align with current product behavior.
  • All links within the doc have been verified for correct destination and functionality.
• I have verified the readability of the article
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  • The grammar, spelling, and punctuation are correct.
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For more detailed instructions on completing this checklist, see How do I review a HelpDot PR?

cc @JmillsExpensify

[chatgpt-codex-connector]

Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

Review	Status	Commit	Review trigger
📝 Code Review	✅ Completed 2026-10-15T22:29:20.877504Z	988cda9	Draft marked ready

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[melvin-bot]

@ikevin127 @JmillsExpensify One of you needs to 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]

[ikevin127]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
• I verified the correct issue is linked in the ### Fixed Issues section above
• I verified testing steps are clear and they cover the changes made in this PR
  • I verified the steps for local testing are in the Tests section
  • I verified the steps for Staging and/or Production testing are in the QA steps section
  • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
  • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
• I checked that screenshots or videos are included for tests on all platforms
• I included screenshots or videos for tests on all platforms
• I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
• I verified tests pass on all platforms & I tested again on:
  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
• If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
• I verified proper code patterns were followed (see Reviewing the code)
  • 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 verified that this PR follows the guidelines as stated in the Review Guidelines
• I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
• If a new component is created I verified that:
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• If a new CSS style is added I verified that:
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• 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 the PR adds or modifies the UI:
  • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
  • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
  • I verified all new/changed elements have meaningful accessible names and roles.
  • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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 have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

[ikevin127]

🟢 LGTM - Small docs update

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR is a small, targeted follow-up to behavior changes from #102472. It replaces the final two steps (old steps 6-7) of the "How to assign a Vacation Delegate on behalf of a Domain Member" procedure in docs/articles/new-expensify/domains/Manage-Domain-Members.md with three steps that reflect the new form-based flow (Choose delegate, Clear after date, Save). Only these added lines are evaluated below; unchanged content is out of scope.

Scores Summary

• Readability: 9/10 - The new steps are sequential, concise, and action-oriented. The optional date step is clearly marked (optional), and the flow is easy to follow.
• AI Readiness: 8/10 - Steps use full, UI-exact feature labels that match real intent. No metadata or heading changes were introduced, so this score reflects the step content only, which is specific and searchable.
• Style Compliance: 9/10 - The added lines correctly use select for activating UI elements and choose for a value decision (the date), matching docs/HELPSITE_NAMING_CONVENTIONS.md. All button labels are bolded and match src/languages/en.ts (Choose delegate, Clear after (recommended), Save).

Key Findings

• Positive: The updated steps accurately reflect the new form behavior and use correct, UI-exact terminology with proper bolding.
• Positive: Correct verb usage, select ofor UI elements and choose for picking a date value, fully aligned with the Select vs choose rule.
• Positive: The optional step is clearly delineated, avoiding ambiguity for the admin.
• Note (out of scope): Surrounding unchanged steps in this procedure still use "Click" (e.g., "Click Domain Members", "Click Vacation delegate"), and the H2 heading uses capitalized roles ("Vacation Delegate", "Domain Member"). These predate this PR and are not introduced by the diff, so they do not affect the scores, but a future cleanup pass could align them with current conventions.

Recommendations

• No blocking changes required for the proposed diff.
• Optional: Consider a separate follow-up to convert the remaining "Click" instances to "Select" and lowercase roles in running text/headings for this article, to bring the whole procedure into line with the current governance.

Files Reviewed

• docs/articles/new-expensify/domains/Manage-Domain-Members.md - Compliant. The three replacement steps meet readability, AI-readiness, and style standards for the changed lines.

Note: This is a focused summary review; the change set is small enough that no additional inline comments are needed.

[OSBotify]

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.5.14-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to production by https://github.com/grgia in version: 9.5.14-3 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

• Android
• iOS