[$250] Invoice - Category field does not show up on confirmation page after relogin

[lanitochka17]

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Version Number: 9.0.24-0
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from TestRail: https://expensify.testrail.io/index.php?/tests/view/4888644
Email or phone of affected tester (no customers): applausetester+kh050806@applause.expensifail.com
Issue reported by: Applause - Internal Team

Action Performed:

1. Go to staging.new.expensify.com
2. Create two new workspaces
3. Log out and log in
4. Go to FAB > Send invoice > Proceed to confirmation page
5. Click Show more
6. Note that Category field is present
7. Click Send from and select the second workspace
8. Click Show more and note that Category field is absent
9. Go to workspace settings of the second workspace in Step 8 > Categories
10. Repeat Step 4 to 5 with the second workspace in Step 8
11. Note that Category field is present after visiting Categories settings page

Expected Result:

In Step 8, after relogin, the Category field should be present on the confirmation page when the sender is the second workspace

Actual Result:

In Step 8, after relogin, the Category field is absent on the confirmation page when the sender is the second workspace.
In Step 11, the Category field only reappears after Categories settings page is visited

Workaround:

Unknown

Platforms:

Which of our officially supported platforms is this issue occurring on?

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

Screenshots/Videos

Add any screenshot/video evidence

Bug6580334_1724419504479.20240823_212348.mp4

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Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021831332316106024173
• Upwork Job ID: 1831332316106024173
• Last Price Increase: 2024-09-11
• Automatic offers:
• rayane-djouah | Reviewer | 103920522
• Nodebrute | Contributor | 103920525

Issue Owner

Current Issue Owner: @rayane-djouah

[melvin-bot]

Triggered auto assignment to @JmillsExpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[lanitochka17]

@JmillsExpensify FYI I haven't added the External label as I wasn't 100% sure about this issue. Please take a look and add the label if you agree it's a bug and can be handled by external contributors

[Nodebrute]

Edited by proposal-police: This proposal was edited at 2024-08-23 15:37:45 UTC.

Proposal

Please re-state the problem that we are trying to solve in this issue.

Category field does not show up on confirmation page after relogin

What is the root cause of that problem?

When we log in using the openApp API call, we only receive the categories, tags, and other details for the first policy. As a result, if we select any other policy, the data is not present in Onyx, which causes the category field to be missing. However, when submitting an expense within a policy, we call openDraftWorkspaceRequest, which retrieves all data related to that policy. This behavior does not apply when sending invoices. This condition is not true for invoice types policyExpenseChat?.policyID

App/src/pages/iou/request/step/IOURequestStepConfirmation.tsx

Lines 162 to 166 in eb5f55b

	useEffect(() => {
	const policyExpenseChat = participants?.find((participant) => participant.isPolicyExpenseChat);
	if (policyExpenseChat?.policyID && policy?.pendingAction !== CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD) {
	openDraftWorkspaceRequest(policyExpenseChat.policyID);
	}

What changes do you think we should make in order to solve the problem?

For invoice-type transactions, we should also call this API to retrieve the necessary data. We can obtain the policy ID using various methods.

In case of invoices we can use the check isSender and get the policyID from that participant and then we can call openDraftWorkspaceRequest.

What alternative solutions did you explore? (Optional)

1. We can also get the policyID from policy?.id
   or
2. In the transaction participants data for invoice, we should also include the isPolicyExpenseChat field.

[melvin-bot]

@JmillsExpensify Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[JmillsExpensify]

I'll open it up to proposals and I've filled this bug in the invoicing initiative. cc @davidcardoza

[Nodebrute]

@JmillsExpensify No C+ is assigned. Can you add the labels again?