Unreported Expense - Category field

src/ROUTES.ts

@@ -457,6 +457,11 @@ const ROUTES = {
             return getUrlWithBackToParam(baseRoute, backTo);
         },
     },
+    SET_DEFAULT_WORKSPACE: {
+        route: 'set-default-workspace',
+        // eslint-disable-next-line no-restricted-syntax -- Legacy route generation
+        getRoute: (backTo?: string) => getUrlWithBackToParam('set-default-workspace', backTo),
+    },
     REPORT: 'r',
     REPORT_WITH_ID: {
         route: 'r/:reportID?/:reportActionID?',

src/SCREENS.ts

@@ -211,6 +211,7 @@ const SCREENS = {
         DETAILS: 'Details',
         PROFILE: 'Profile',
         NEW_REPORT_WORKSPACE_SELECTION: 'New_Report_Workspace_Selection',
+        SET_DEFAULT_WORKSPACE: 'Set_Default_Workspace',
         REPORT_DETAILS: 'Report_Details',
         REPORT_CHANGE_WORKSPACE: 'ReportChangeWorkspace',
         WORKSPACE_CONFIRMATION: 'Workspace_Confirmation',
@@ -400,6 +401,10 @@ const SCREENS = {
         ROOT: 'NewReportWorkspaceSelection_Root',
     },
 
+    SET_DEFAULT_WORKSPACE: {
+        ROOT: 'SetDefaultWorkspace_Root',
+    },
+
     REPORT_DETAILS: {
         ROOT: 'Report_Details_Root',
         SHARE_CODE: 'Report_Details_Share_Code',

src/components/ReportActionItem/MoneyRequestView.tsx

@@ -269,7 +269,8 @@
     // Flags for showing categories and tags
     // transactionCategory can be an empty string
     // eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
-    const shouldShowCategory = isPolicyExpenseChat && (categoryForDisplay || hasEnabledOptions(policyCategories ?? {}));
+    const shouldShowCategory =
+        (isPolicyExpenseChat && (categoryForDisplay || hasEnabledOptions(policyCategories ?? {}))) || (isExpenseUnreported && (!policyForMovingExpenses || policy?.areCategoriesEnabled));
     // transactionTag can be an empty string
     // eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
     const shouldShowTag = isPolicyExpenseChat && (transactionTag || hasEnabledTags(policyTagLists));
@@ -308,6 +309,8 @@
         amountTitle = translate('iou.receiptStatusTitle');
     }
 
+    const shouldNavigateToUpgradePath = !policyForMovingExpenses && !shouldSelectPolicy;
+
     const updatedTransactionDescription = useMemo(() => {
         if (!updatedTransaction) {
             return undefined;
@@ -542,7 +545,7 @@
 
     const getAttendeesTitle = useMemo(() => {
         return Array.isArray(actualAttendees) ? actualAttendees.map((item) => item?.displayName ?? item?.login).join(', ') : '';
     }, [transactionAttendees]);
     const attendeesCopyValue = !canEdit ? getAttendeesTitle : undefined;
 
     const previousTagLength = getLengthOfTag(previousTag ?? '');
@@ -754,17 +757,28 @@
                             shouldShowRightIcon={canEdit}
                             titleStyle={styles.flex1}
                             onPress={() => {
-                                if (!policy) {
+                                if (shouldNavigateToUpgradePath) {
                                     Navigation.navigate(
                                         ROUTES.MONEY_REQUEST_UPGRADE.getRoute({
                                             action: CONST.IOU.ACTION.EDIT,
                                             iouType,
                                             transactionID: transaction.transactionID,
                                             reportID: report.reportID,
-                                            backTo: getReportRHPActiveRoute(),
                                             upgradePath: CONST.UPGRADE_PATHS.CATEGORIES,
                                         }),
                                     );
+                                } else if (!policy && shouldSelectPolicy) {
+                                    Navigation.navigate(
+                                        ROUTES.SET_DEFAULT_WORKSPACE.getRoute(
+                                            ROUTES.MONEY_REQUEST_STEP_CATEGORY.getRoute(
+                                                CONST.IOU.ACTION.EDIT,
+                                                iouType,
+                                                transaction.transactionID,
+                                                report.reportID,
+                                                getReportRHPActiveRoute(),
+                                            ),
+                                        ),
+                                    );
                                 } else {
                                     Navigation.navigate(
                                         ROUTES.MONEY_REQUEST_STEP_CATEGORY.getRoute(CONST.IOU.ACTION.EDIT, iouType, transaction.transactionID, report.reportID, getReportRHPActiveRoute()),
@@ -905,7 +919,7 @@
                                 if (!canEditReport) {
                                     return;
                                 }
-                                if (!policyForMovingExpenses && !shouldSelectPolicy) {
+                                if (shouldNavigateToUpgradePath) {
                                     Navigation.navigate(
                                         ROUTES.MONEY_REQUEST_UPGRADE.getRoute({
                                             iouType,

src/components/Search/index.tsx

@@ -3,7 +3,7 @@ import {accountIDSelector} from '@selectors/Session';
 import React, {useCallback, useContext, useEffect, useMemo, useRef, useState} from 'react';
 import type {NativeScrollEvent, NativeSyntheticEvent, StyleProp, ViewStyle} from 'react-native';
 import {View} from 'react-native';
-import type {OnyxEntry} from 'react-native-onyx';
+import type {OnyxCollection, OnyxEntry} from 'react-native-onyx';
 import Animated, {FadeIn, FadeOut, useAnimatedStyle, useSharedValue, withTiming} from 'react-native-reanimated';
 import FullPageErrorView from '@components/BlockingViews/FullPageErrorView';
 import FullPageOfflineBlockingView from '@components/BlockingViews/FullPageOfflineBlockingView';
@@ -13,6 +13,7 @@ import SearchRowSkeleton from '@components/Skeletons/SearchRowSkeleton';
 import {WideRHPContext} from '@components/WideRHPContextProvider';
 import useArchivedReportsIdSet from '@hooks/useArchivedReportsIdSet';
 import useCardFeedsForDisplay from '@hooks/useCardFeedsForDisplay';
+import useCurrentUserPersonalDetails from '@hooks/useCurrentUserPersonalDetails';
 import useLocalize from '@hooks/useLocalize';
 import useNetwork from '@hooks/useNetwork';
 import useOnyx from '@hooks/useOnyx';
@@ -30,6 +31,7 @@ import Log from '@libs/Log';
 import isSearchTopmostFullScreenRoute from '@libs/Navigation/helpers/isSearchTopmostFullScreenRoute';
 import type {PlatformStackNavigationProp} from '@libs/Navigation/PlatformStackNavigation/types';
 import Performance from '@libs/Performance';
+import {getPolicyRole, isPaidGroupPolicy as isPaidGroupPolicyPolicyUtils} from '@libs/PolicyUtils';
 import {getIOUActionForTransactionID} from '@libs/ReportActionsUtils';
 import {canEditFieldOfMoneyRequest, selectFilteredReportActions} from '@libs/ReportUtils';
 import {buildCannedSearchQuery, buildSearchQueryJSON, buildSearchQueryString} from '@libs/SearchQueryUtils';
@@ -91,6 +93,7 @@ function mapTransactionItemToSelectedEntry(
     item: TransactionListItemType,
     reportActions: ReportAction[],
     outstandingReportsByPolicyID?: OutstandingReportsByPolicyIDDerivedValue,
+    canMoveExpense = true,
 ): [string, SelectedTransactionInfo] {
     return [
         item.keyForList,
@@ -106,7 +109,7 @@ function mapTransactionItemToSelectedEntry(
                 undefined,
                 undefined,
                 outstandingReportsByPolicyID,
-                true,
+                canMoveExpense,
             ),
             action: item.action,
             reportID: item.reportID,
@@ -167,6 +170,7 @@ function prepareTransactionsList(
     selectedTransactions: SelectedTransactions,
     reportActions: ReportAction[],
     outstandingReportsByPolicyID?: OutstandingReportsByPolicyIDDerivedValue,
+    canMoveExpense = true,
 ) {
     if (selectedTransactions[item.keyForList]?.isSelected) {
         const {[item.keyForList]: omittedTransaction, ...transactions} = selectedTransactions;
@@ -188,7 +192,7 @@ function prepareTransactionsList(
                 undefined,
                 undefined,
                 outstandingReportsByPolicyID,
-                true,
+                canMoveExpense,
             ),
             action: item.action,
             reportID: item.reportID,
@@ -202,6 +206,10 @@ function prepareTransactionsList(
     };
 }
 
+const activePaidPoliciesSelector = (allPolicies: OnyxCollection<Policy>): OnyxCollection<Policy> => {
+    return Object.fromEntries(Object.entries(allPolicies ?? {}).filter(([, userPolicy]) => isPaidGroupPolicyPolicyUtils(userPolicy)));
+};
+
 function Search({queryJSON, searchResults, onSearchListScroll, contentContainerStyle, handleSearch, isMobileSelectionModeEnabled, onSortPressedCallback}: SearchProps) {
     const {type, status, sortBy, sortOrder, hash, similarSearchHash, groupBy} = queryJSON;
     const {isOffline} = useNetwork();
@@ -237,6 +245,14 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
     const [outstandingReportsByPolicyID] = useOnyx(ONYXKEYS.DERIVED.OUTSTANDING_REPORTS_BY_POLICY_ID, {canBeMissing: true});
     const [violations] = useOnyx(ONYXKEYS.COLLECTION.TRANSACTION_VIOLATIONS, {canBeMissing: true});
 
+    const [activePaidPolicies] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {
+        selector: activePaidPoliciesSelector,
+        canBeMissing: true,
+    });
+
+    const {login: currentUserLogin} = useCurrentUserPersonalDetails();
+    const isUserWorkspaceMember = !!Object.values(activePaidPolicies ?? {}).filter((userPolicy) => getPolicyRole(userPolicy, currentUserLogin)).length;
+
     // Filter violations based on user visibility
     const filteredViolations = useMemo(() => {
         if (!violations || !searchResults?.data) {
@@ -444,7 +460,7 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
                             undefined,
                             undefined,
                             outstandingReportsByPolicyID,
-                            true,
+                            isUserWorkspaceMember,
                         ),
                         // eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
                         isSelected: areAllMatchingItemsSelected || selectedTransactions[transaction.transactionID].isSelected,
@@ -477,7 +493,7 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
                         undefined,
                         undefined,
                         outstandingReportsByPolicyID,
-                        true,
+                        isUserWorkspaceMember,
                     ),
                     // eslint-disable-next-line @typescript-eslint/prefer-nullish-coalescing
                     isSelected: areAllMatchingItemsSelected || selectedTransactions[transaction.transactionID].isSelected,
@@ -499,7 +515,7 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
 
         isRefreshingSelection.current = true;
         // eslint-disable-next-line react-compiler/react-compiler, react-hooks/exhaustive-deps
-    }, [data, setSelectedTransactions, areAllMatchingItemsSelected, isFocused, outstandingReportsByPolicyID]);
+    }, [data, setSelectedTransactions, areAllMatchingItemsSelected, isFocused, outstandingReportsByPolicyID, isUserWorkspaceMember]);
 
     useEffect(() => {
         if (!isSearchResultsEmpty || prevIsSearchResultEmpty) {
@@ -559,7 +575,7 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
                 if (isTransactionPendingDelete(item)) {
                     return;
                 }
-                setSelectedTransactions(prepareTransactionsList(item, selectedTransactions, reportActionsArray, outstandingReportsByPolicyID), data);
+                setSelectedTransactions(prepareTransactionsList(item, selectedTransactions, reportActionsArray, outstandingReportsByPolicyID, isUserWorkspaceMember), data);
                 return;
             }
 
@@ -581,13 +597,13 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
                     ...Object.fromEntries(
                         currentTransactions
                             .filter((t) => !isTransactionPendingDelete(t))
-                            .map((transactionItem) => mapTransactionItemToSelectedEntry(transactionItem, reportActionsArray, outstandingReportsByPolicyID)),
+                            .map((transactionItem) => mapTransactionItemToSelectedEntry(transactionItem, reportActionsArray, outstandingReportsByPolicyID, isUserWorkspaceMember)),
                     ),
                 },
                 data,
             );
         },
-        [data, reportActionsArray, selectedTransactions, outstandingReportsByPolicyID, setSelectedTransactions],
+        [setSelectedTransactions, selectedTransactions, data, reportActionsArray, outstandingReportsByPolicyID, isUserWorkspaceMember],
     );
 
     const onSelectRow = useCallback(
@@ -794,7 +810,7 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
                     (data as TransactionGroupListItemType[]).flatMap((item) =>
                         item.transactions
                             .filter((t) => !isTransactionPendingDelete(t))
-                            .map((transactionItem) => mapTransactionItemToSelectedEntry(transactionItem, reportActionsArray, outstandingReportsByPolicyID)),
+                            .map((transactionItem) => mapTransactionItemToSelectedEntry(transactionItem, reportActionsArray, outstandingReportsByPolicyID, isUserWorkspaceMember)),
                     ),
                 ),
                 data,
@@ -807,11 +823,11 @@ function Search({queryJSON, searchResults, onSearchListScroll, contentContainerS
             Object.fromEntries(
                 (data as TransactionListItemType[])
                     .filter((t) => !isTransactionPendingDelete(t))
-                    .map((transactionItem) => mapTransactionItemToSelectedEntry(transactionItem, reportActionsArray, outstandingReportsByPolicyID)),
+                    .map((transactionItem) => mapTransactionItemToSelectedEntry(transactionItem, reportActionsArray, outstandingReportsByPolicyID, isUserWorkspaceMember)),
             ),
             data,
         );
-    }, [clearSelectedTransactions, data, groupBy, reportActionsArray, selectedTransactions, setSelectedTransactions, outstandingReportsByPolicyID]);
+    }, [clearSelectedTransactions, data, groupBy, isUserWorkspaceMember, reportActionsArray, selectedTransactions, setSelectedTransactions, outstandingReportsByPolicyID]);
 
     const onLayout = useCallback(() => handleSelectionListScroll(sortedSelectedData, searchListRef.current), [handleSelectionListScroll, sortedSelectedData]);
 

src/libs/Navigation/AppNavigator/ModalStackNavigators/index.tsx

@@ -37,6 +37,7 @@ import type {
     SearchAdvancedFiltersParamList,
     SearchReportParamList,
     SearchSavedSearchParamList,
+    SetDefaultWorkspaceNavigatorParamList,
     SettingsNavigatorParamList,
     ShareNavigatorParamList,
     SignInNavigatorParamList,
@@ -212,6 +213,10 @@ const NewReportWorkspaceSelectionModalStackNavigator = createModalStackNavigator
     [SCREENS.NEW_REPORT_WORKSPACE_SELECTION.ROOT]: () => require<ReactComponentModule>('../../../../pages/NewReportWorkspaceSelectionPage').default,
 });
 
+const SetDefaultWorkspaceModalStackNavigator = createModalStackNavigator<SetDefaultWorkspaceNavigatorParamList>({
+    [SCREENS.SET_DEFAULT_WORKSPACE.ROOT]: () => require<ReactComponentModule>('../../../../pages/SetDefaultWorkspacePage').default,
+});
+
 const ReportDetailsModalStackNavigator = createModalStackNavigator<ReportDetailsNavigatorParamList>({
     [SCREENS.REPORT_DETAILS.ROOT]: () => require<ReactComponentModule>('../../../../pages/ReportDetailsPage').default,
     [SCREENS.REPORT_DETAILS.SHARE_CODE]: () => require<ReactComponentModule>('../../../../pages/home/report/ReportDetailsShareCodePage').default,
@@ -925,6 +930,7 @@ export {
     ReferralModalStackNavigator,
     TravelModalStackNavigator,
     NewReportWorkspaceSelectionModalStackNavigator,
+    SetDefaultWorkspaceModalStackNavigator,
     ReportDescriptionModalStackNavigator,
     ReportDetailsModalStackNavigator,
     ReportChangeWorkspaceModalStackNavigator,

src/libs/Navigation/AppNavigator/Navigators/RightModalNavigator.tsx

@@ -107,6 +107,10 @@ function RightModalNavigator({navigation, route}: RightModalNavigatorProps) {
                             name={SCREENS.RIGHT_MODAL.NEW_REPORT_WORKSPACE_SELECTION}
                             component={ModalStackNavigators.NewReportWorkspaceSelectionModalStackNavigator}
                         />
+                        <Stack.Screen
+                            name={SCREENS.RIGHT_MODAL.SET_DEFAULT_WORKSPACE}
+                            component={ModalStackNavigators.SetDefaultWorkspaceModalStackNavigator}
+                        />
                         <Stack.Screen
                             name={SCREENS.RIGHT_MODAL.REPORT_DETAILS}
                             component={ModalStackNavigators.ReportDetailsModalStackNavigator}

src/libs/Navigation/linkingConfig/config.ts

@@ -1114,6 +1114,11 @@ const config: LinkingOptions<RootNavigatorParamList>['config'] = {
                         [SCREENS.NEW_REPORT_WORKSPACE_SELECTION.ROOT]: ROUTES.NEW_REPORT_WORKSPACE_SELECTION.route,
                     },
                 },
+                [SCREENS.RIGHT_MODAL.SET_DEFAULT_WORKSPACE]: {
+                    screens: {
+                        [SCREENS.SET_DEFAULT_WORKSPACE.ROOT]: ROUTES.SET_DEFAULT_WORKSPACE.route,
+                    },
+                },
                 [SCREENS.RIGHT_MODAL.REPORT_DETAILS]: {
                     screens: {
                         [SCREENS.REPORT_DETAILS.ROOT]: ROUTES.REPORT_WITH_ID_DETAILS.route,

src/libs/Navigation/types.ts

@@ -1214,6 +1214,12 @@ type NewReportWorkspaceSelectionNavigatorParamList = {
     };
 };
 
+type SetDefaultWorkspaceNavigatorParamList = {
+    [SCREENS.SET_DEFAULT_WORKSPACE.ROOT]: {
+        backTo?: Routes;
+    };
+};
+
 type ReportDetailsNavigatorParamList = {
     [SCREENS.REPORT_DETAILS.ROOT]: {
         reportID: string;
@@ -1820,6 +1826,7 @@ type RightModalNavigatorParamList = {
     [SCREENS.RIGHT_MODAL.PROFILE]: NavigatorScreenParams<ProfileNavigatorParamList>;
     [SCREENS.SETTINGS.SHARE_CODE]: undefined;
     [SCREENS.RIGHT_MODAL.NEW_REPORT_WORKSPACE_SELECTION]: NavigatorScreenParams<NewReportWorkspaceSelectionNavigatorParamList>;
+    [SCREENS.RIGHT_MODAL.SET_DEFAULT_WORKSPACE]: NavigatorScreenParams<SetDefaultWorkspaceNavigatorParamList>;
     [SCREENS.RIGHT_MODAL.REPORT_DETAILS]: NavigatorScreenParams<ReportDetailsNavigatorParamList>;
     [SCREENS.RIGHT_MODAL.REPORT_CHANGE_WORKSPACE]: NavigatorScreenParams<ReportChangeWorkspaceNavigatorParamList>;
     [SCREENS.RIGHT_MODAL.REPORT_SETTINGS]: NavigatorScreenParams<ReportSettingsNavigatorParamList>;
@@ -2462,6 +2469,7 @@ export type {
     ReimbursementAccountNavigatorParamList,
     ReimbursementAccountEnterSignerInfoNavigatorParamList,
     NewReportWorkspaceSelectionNavigatorParamList,
+    SetDefaultWorkspaceNavigatorParamList,
     ReportDescriptionNavigatorParamList,
     ReportDetailsNavigatorParamList,
     ReportChangeWorkspaceNavigatorParamList,

src/libs/ReportUtils.ts

@@ -4459,7 +4459,7 @@ function canEditFieldOfMoneyRequest(
     isDeleteAction?: boolean,
     isChatReportArchived = false,
     outstandingReportsByPolicyID?: OutstandingReportsByPolicyIDDerivedValue,
-    isSearchPageOption?: boolean,
+    canMoveExpense = true,
 ): boolean {
     // A list of fields that cannot be edited by anyone, once an expense has been settled
     const restrictedFields: string[] = [
@@ -4544,13 +4544,7 @@ function canEditFieldOfMoneyRequest(
         // Unreported transaction from OldDot can have the reportID as an empty string
         const isUnreportedExpense = !transaction?.reportID || transaction?.reportID === CONST.REPORT.UNREPORTED_REPORT_ID;
 
-        const isUserWorkspaceMember = getActivePolicies(allPolicies ?? {}, currentUserEmail).filter((userPolicy) => isPaidGroupPolicyPolicyUtils(userPolicy)).length;
-
-        if (isUnreportedExpense && isSearchPageOption && isUserWorkspaceMember) {
-            return true;
-        }
-
-        if (isUnreportedExpense && !isSearchPageOption) {
+        if (isUnreportedExpense && canMoveExpense) {
             return true;
         }