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Category field when creating an expense in the selfDM#72756

Merged
cristipaval merged 30 commits into
Expensify:mainfrom
callstack-internal:feat/71784-category-field-for-iou
Oct 28, 2025
Merged

Category field when creating an expense in the selfDM#72756
cristipaval merged 30 commits into
Expensify:mainfrom
callstack-internal:feat/71784-category-field-for-iou

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@koko57

@koko57 koko57 commented Oct 16, 2025

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Explanation of Change

Fixed Issues

$ #71784
PROPOSAL:

Tests

Prerequisites: selfDM

User with no collect/control workspace at all

  1. Click on the + button at the bottom of the selfDM chat (or choose the selfDM from global create) > Create Expense
  2. Add an amount > Next
  3. Choose your account on the Choose recipient step (if you started from Global Create)
  4. On the Confirmation step click on the Category field
  5. Verify you're prompted to upgrade
  6. Complete the upgrade
  7. Verify a list of categories from the newly created Collect workspace shows
  8. Select one of the categories
  9. Verify that you're redirected back to the Confirmation page and the Category field is filled with the selected category

User with a collect/control workspace set as the default or a member of only one non-default workspace

  1. Click on the + button at the bottom of the selfDM chat > Create Expense
  2. Add an amount > Next
  3. Choose your account on the Choose recipient step (if you started from Global Create)
  4. On the Confirmation step click on the Category field
  5. Verify a list of categories from the default collect/control (or the only) workspace shows
  6. Select one of the categories
  7. Verify that you're redirected back to the Confirmation page and the Category field is filled with the selected category

User with several group workspaces, none of them set as default

  1. Click on the + button at the bottom of the selfDM chat > Create Expense
  2. Add an amount > Next
  3. Choose your account on the Choose recipient step (if you started from Global Create)
  4. On the Confirmation step click on the Category field
  5. Verify that you see the workspace selector
  6. Click on one of the workspaces
  7. Verify a list of the categories from that workspace shows.
  8. Select a category
  9. Verify that you're redirected back to the Confirmation page and the Category field is filled with the selected category
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

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
    • MacOS: Desktop
  • 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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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:
    • 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
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    • 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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    • A similar style doesn't already exist
    • 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 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.
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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 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.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2025-10-16.at.15.22.23.mp4
Screen.Recording.2025-10-16.at.14.51.09.mp4
Screen.Recording.2025-10-16.at.14.50.45.mp4
MacOS: Desktop

@koko57 koko57 changed the title Feat/71784 category field for iou Report and Category fields for IOU Oct 16, 2025
@cristipaval cristipaval changed the title Report and Category fields for IOU Category field when creating an expense in the selfDM Oct 16, 2025
@koko57
koko57 marked this pull request as ready for review October 16, 2025 13:38
@koko57
koko57 requested a review from a team as a code owner October 16, 2025 13:38
@melvin-bot
melvin-bot Bot requested review from parasharrajat and removed request for a team October 16, 2025 13:38
@melvin-bot

melvin-bot Bot commented Oct 16, 2025

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@parasharrajat 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]

@codecov

codecov Bot commented Oct 16, 2025

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Codecov Report

❌ Patch coverage is 51.28205% with 19 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
.../components/MoneyRequestConfirmationListFooter.tsx 25.00% 6 Missing ⚠️
src/pages/SetDefaultWorkspacePage.tsx 0.00% 3 Missing ⚠️
.../pages/iou/request/step/IOURequestStepCategory.tsx 0.00% 3 Missing ⚠️
...c/components/ReportActionItem/MoneyRequestView.tsx 0.00% 2 Missing ⚠️
...es/iou/request/step/IOURequestStepConfirmation.tsx 87.50% 2 Missing ⚠️
src/ROUTES.ts 0.00% 1 Missing ⚠️
src/components/MoneyRequestConfirmationList.tsx 80.00% 1 Missing ⚠️
...c/pages/iou/request/step/IOURequestStepUpgrade.tsx 0.00% 1 Missing ⚠️
Files with missing lines Coverage Δ
src/ROUTES.ts 11.00% <0.00%> (+0.11%) ⬆️
src/components/MoneyRequestConfirmationList.tsx 54.02% <80.00%> (+0.21%) ⬆️
...c/pages/iou/request/step/IOURequestStepUpgrade.tsx 0.00% <0.00%> (ø)
...c/components/ReportActionItem/MoneyRequestView.tsx 0.28% <0.00%> (-0.01%) ⬇️
...es/iou/request/step/IOURequestStepConfirmation.tsx 48.02% <87.50%> (+0.25%) ⬆️
src/pages/SetDefaultWorkspacePage.tsx 0.00% <0.00%> (ø)
.../pages/iou/request/step/IOURequestStepCategory.tsx 0.00% <0.00%> (ø)
.../components/MoneyRequestConfirmationListFooter.tsx 55.71% <25.00%> (-0.70%) ⬇️

... and 14 files with indirect coverage changes

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  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.
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Comment thread src/pages/SetDefaultWorkspacePage.tsx Outdated
// eslint-disable-next-line rulesdir/no-default-id-values
setNameValuePair(ONYXKEYS.NVP_ACTIVE_POLICY_ID, selectedPolicyID, activePolicyID ?? '');
Navigation.goBack(backTo);
Navigation.navigate(navigateTo);

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Why are we using navigate ?

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For example, in a case where user doesn't have a default workspace we cannot navigate him back to category page as he wasn't there yet.
It looks something like this CreateExpense -> SetDefaultWorkpsace -> CreateExpense/Category

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Where if we were to use a goBack it would navigate user back to CreateExpense

CreateExpense -> SetDefaultWorkpsace -> (backTo) CreateExpense

Comment thread src/pages/SetDefaultWorkspacePage.tsx Outdated

const selectPolicy = (selectedPolicyID?: string) => {
if (!selectedPolicyID) {
if (!selectedPolicyID || !navigateTo) {

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We should log a Log.hmm in navigate is not passed as this is important here.

@parasharrajat

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There are some issues reported from previous PR so we should handle those first.

@parasharrajat

parasharrajat commented Oct 27, 2025

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Screenshots

🔲 iOS / native

28.10.2025_00.01.01_REC.mp4

🔲 iOS / Safari

28.10.2025_13.38.02_REC.mp4

🔲 MacOS / Chrome

27.10.2025_20.47.08_REC.mp4
27.10.2025_23.36.26_REC.mp4

🔲 Android / native

27.10.2025_23.34.46_REC.mp4
27.10.2025_23.36.26_REC.mp4

@parasharrajat

parasharrajat commented Oct 27, 2025

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Note: On the workspace creation confirmation page after user has upgraded on upgrade flow, pressing back button on header takes you back to the expense creation confirmation page while it used earlier take you to the categories list, same as Got it button.

I don't think it is an issue. Talking about this page.

image

@parasharrajat parasharrajat left a comment

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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 tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • 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 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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
    • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 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)
  • 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.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
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    • Any 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)
    • All JSX used for rendering exists in the render method
    • The 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
  • 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 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 form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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.
  • 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.

🎀 👀 🎀 C+ reviewed

}, []);

useEffect(() => {
if (isCreatingTrackExpense && realPolicyID !== undefined && policy?.pendingAction !== CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD) {

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@parasharrajat There was a previously deleted comment here about using realPolicyID.
I think you're right and it's a bit confusing. I haven't noticed that below we have similar condition when creating policyID for tracked and other expenses.
In both cases when isCreatingTrackExpense is true we return policyForMovingExpensesID. So I think we should actually pass this IMO instead of realPolicyID wdyt?

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Yes, it is better to simplify it.

@cristipaval
cristipaval merged commit e7b4842 into Expensify:main Oct 28, 2025
24 checks passed
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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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🚀 Deployed to staging by https://github.com/cristipaval in version: 9.2.40-0 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 failure ❌
🍎 iOS 🍎 success ✅

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🚀 Deployed to staging by https://github.com/cristipaval in version: 9.2.40-0 🚀

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

@MonilBhavsar

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@koko57 @parasharrajat this PR caused several blockers including #73704
Should we revert?

@parasharrajat

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@MonilBhavsar Not yet. I am reviewing these bugs. Most of these are no blockers. As this is a new feature, we are working on it here. Some edge cases are expected. Some of these reported issues are behaviours we can/should add, not issues.

@cristipaval

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Thanks for tagging us, @MonilBhavsar. This is a new feature that has been reverted a few times already. This time, the issues are minor and occur in very rare cases (refer to the preconditions in the reproducible steps).

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🚀 Deployed to production by https://github.com/lakchote in version: 9.2.40-1 🚀

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

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6 participants