fix: categorize all expense switch is not disabled by tienifr · Pull Request #39036 · Expensify/App

tienifr · 2024-03-27T08:20:36Z

Details

Fixed Issues

$ #37508
PROPOSAL: #37508 (comment)

Tests

Precondition:

User is admin of Collect workspace that has categories.
All categories are disabled in the Collect workspace.

Go to workspace settings.
Select the Collect workspace.
Click on Categories.
Disable every categories
Click on Settings.
Verify that "Members must categorize all spend" should be turned off and disabled
Enable at least one category > Settings
Verify that "Members must categorize all spend" can be toggled.

Verify that no errors appear in the JS console

Offline tests

QA Steps

Precondition:

User is admin of Collect workspace that has categories.
All categories are disabled in the Collect workspace.

Go to workspace settings.
Select the Collect workspace.
Click on Categories.
Disable every categories
Click on Settings.
Verify that "Members must categorize all spend" should be turned off and disabled
Enable at least one category > Settings
Verify that "Members must categorize all spend" can be toggled.

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Screen.Recording.2024-03-29.at.11.29.40.mov

Android: mWeb Chrome

Screen.Recording.2024-03-29.at.11.43.00.mov

iOS: Native

Screen.Recording.2024-03-29.at.11.49.53.mov

iOS: mWeb Safari

Screen.Recording.2024-03-29.at.11.45.30.mov

MacOS: Chrome / Safari

Screen.Recording.2024-03-29.at.11.23.43.mov

MacOS: Desktop

Screen.Recording.2024-03-29.at.11.25.27.mov

tienifr · 2024-03-27T12:16:27Z

Currently, we check whether there's any enabled category remaining after the update, if no enabled category remaining, set areCategoriesEnabled as false. That leads to the "Hmmm It 's not here" screen display(see below video) because of this logic:

App/src/pages/workspace/FeatureEnabledAccessOrNotFoundWrapper.tsx

Line 38 in 69a2849

const shouldShowNotFoundPage = isEmptyObject(props.policy) || !props.policy?.id || !PolicyUtils.isPolicyFeatureEnabled(props.policy, props.featureName);
So I think we should navigate user to another screen in this case (for example, more-feature screen). What do you think @getusha @luacmartins ?

Screen.Recording.2024-03-27.at.19.10.58.mov

melvin-bot · 2024-03-27T12:16:55Z

@getusha 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]

luacmartins · 2024-03-27T15:58:53Z

@tienifr yes, I think navigating to the more features page makes sense in this case. cc @JmillsExpensify

src/libs/actions/Policy.ts

getusha · 2024-03-27T16:59:48Z

Reviewer Checklist

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Screenshots/Videos

Android: Native

Screen.Recording.2024-04-03.at.6.31.00.in.the.evening.mov

Android: mWeb Chrome

Screen.Recording.2024-04-02.at.10.09.04.at.night.mov

iOS: Native

Screen.Recording.2024-04-02.at.10.32.24.at.night.mov

iOS: mWeb Safari

Screen.Recording.2024-04-02.at.10.28.15.at.night.mov

MacOS: Chrome / Safari

Screen.Recording.2024-04-02.at.9.20.24.at.night.mov

MacOS: Desktop

Screen.Recording.2024-04-03.at.6.37.24.in.the.evening.mov

getusha · 2024-03-27T20:16:18Z

Currently, we check whether there's any enabled category remaining after the update, if no enabled category remaining, set areCategoriesEnabled as false. That leads to the "Hmmm It 's not here" screen display(see below video) because of this logic:

I think we should fix this behavior, it doesn't seem to be something we can ignore. if it is not possible lets use other alternatives.

Screen.Recording.2024-03-27.at.11.13.37.at.night.mov

luacmartins · 2024-03-27T23:35:01Z

Yea, let's navigate the user to the more features page

getusha · 2024-03-28T07:58:30Z

Yea, let's navigate the user to the more features page

@luacmartins Is this ideal? i don't see the need to navigate away to that page. it'll definitely be logged as a bug.

tienifr · 2024-03-28T08:41:27Z

@getusha @luacmartins I resolved all the comments

luacmartins · 2024-03-28T14:59:40Z

cc @JmillsExpensify what do you think? What should happen when the user disables the last enabled category? Currently we also turn off the categories features (since that's what we do in OldDot), but then they see the not found page.

luacmartins

One minor comment and we're also pending confirmation on the desired behavior

luacmartins · 2024-03-28T15:02:41Z

src/libs/actions/Policy.ts

+            return acc;
+        }, {}),
+    };
+    const shouldTurnOffCategoriesEnabled = !OptionsListUtils.hasEnabledOptions({...policyCategories, ...optimisticPolicyCategoriesData});


Suggested change

const shouldTurnOffCategoriesEnabled = !OptionsListUtils.hasEnabledOptions({...policyCategories, ...optimisticPolicyCategoriesData});

const shouldDisableRequiresCategory = !OptionsListUtils.hasEnabledOptions({...policyCategories, ...optimisticPolicyCategoriesData});

luacmartins · 2024-03-28T15:50:26Z

@tienifr @getusha we discussed this internally and the toggle that's switched off in OldDot is All members must categorize expenses. OldDot does not have a feature toggle for the whole Categories page, so we should not disable areCategoriesEnabled and just disable requiresCategories instead

src/libs/actions/Policy.ts

tienifr · 2024-03-29T03:13:33Z

@luacmartins I resolved all your comments

tienifr · 2024-03-29T04:55:42Z

Also, I updated screenshots and test steps

luacmartins

@getusha all yours. Let's get this one merged!

getusha · 2024-04-02T16:49:58Z

@getusha did @tienifr's last comment address your concern?

yeah, i think it's fine 👍

luacmartins · 2024-04-02T16:59:53Z

Nice! Thanks for updating that! @getusha are you available to continue your review? Let's get this one merged!

getusha · 2024-04-02T17:08:22Z

@getusha are you available to continue your review?

Yes 🙂

getusha · 2024-04-02T17:33:57Z

Go to workspace settings.
Select the Collect workspace.
Click on Categories.
Disable every categories
Click on Settings.
Verify that "Members must categorize all spend" should be turned off and disabled
Enable at least one category > Settings
Verify that "Members must categorize all spend" can be toggled.

@tienifr QA steps is not clear, can you update it to something like this?

tienifr · 2024-04-02T17:48:49Z

@getusha I updated test steps

getusha · 2024-04-02T18:19:43Z

Members must categorize all spend is enabled without any enabled categories

Enable at least 1 category
Settings > Enable Members must categorize all spend
Go offline
Disable all categories > Settings
Go online

Screen.Recording.2024-04-02.at.8.57.11.in.the.evening.mov

@luacmartins It looks like a backend issue

luacmartins · 2024-04-02T18:24:55Z

I can work on a fix for that in the backend. Let's not block this PR on that

getusha · 2024-04-02T18:57:36Z

src/libs/actions/Policy.ts

            },
        ],
    };
+    if (shouldDisableRequiresCategory) {


can we do the same for deleteWorkspaceCategories?

App/src/libs/actions/Policy.ts

Line 3439 in 5986481

function deleteWorkspaceCategories(policyID: string, categoryNamesToDelete: string[]) {

Screen.Recording.2024-04-02.at.9.55.11.at.night.mov

I updated to do the same when deleting category

Nice catch!

luacmartins · 2024-04-03T14:48:06Z

src/libs/OptionsListUtils.ts

 */
-function hasEnabledOptions(options: PolicyCategories | PolicyTag[]): boolean {
-    return Object.values(options).some((option) => option.enabled);
+function hasEnabledOptions(options: PolicyCategories | PolicyTag[], shouldContainPendingDeleteOption = true): boolean {


Why do we need shouldContainPendingDeleteOption? Don't we always want to include those?

If we do not use shouldContainPendingDeleteOption: Assume that all our categories are enabled. If we go offline and then delete all our categories, the hasEnabledOptions still returns true, which leads to the user still can toggle the "Required categories" switch

Correct, but that's what I meant. Don't we always want to filter our pending delete categories when checking for hasEnabledOptions?

Correct, but that's what I meant. Don't we always want to filter our pending delete categories when checking for hasEnabledOptions?

+1

I updated based on this suggestion

OSBotify · 2024-04-03T16:33:13Z

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

kavimuru · 2024-04-04T23:13:33Z

Bug #37508 still reproducible. After disabling all the categories, "Members must categorize all spend" is not disabled and couldn't toggle.
Reproducible in all the platforms.

https://platform.applause.com/services/links/v1/external/50eee7bf4427b4065706b53d752a68e324525759f71ebf78ea9eb88beb74276b
https://platform.applause.com/services/links/v1/external/6c4175e203d81c044f05efb9c35004a75fa72fd1476491d0ad0169fde72a1992"
https://platform.applause.com/services/links/v1/external/068923ed2dcb49f9eb4d98facbf8e2df78bfaa9e2b43a700423b7c8e779169cd
https://platform.applause.com/services/links/v1/external/083b31d47541b82d382eb1cfc378c701062ef54dc723e969ff3c070276cca32f
https://platform.applause.com/services/links/v1/external/bf3602da3b2687a47c14555c65462aaa6949b5876b60cc85932f6f965fbb4258
https://platform.applause.com/services/links/v1/external/4862d7eb39f0634a3e82564e30137e1a796be977f2e3b8505dd20ebf2c8ba0f6

OSBotify · 2024-04-08T10:55:44Z

🚀 Deployed to production by https://github.com/Julesssss in version: 1.4.60-13 🚀

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

fix categorize all expense switch is not disabled

299e1e6

tienifr marked this pull request as ready for review March 27, 2024 12:16

tienifr requested a review from a team as a code owner March 27, 2024 12:16

melvin-bot bot removed the request for review from a team March 27, 2024 12:16

melvin-bot bot requested a review from getusha March 27, 2024 12:16

tienifr changed the title ~~fix categorize all expense switch is not disabled~~ fix: categorize all expense switch is not disabled Mar 27, 2024

luacmartins self-requested a review March 27, 2024 15:57

luacmartins requested changes Mar 27, 2024

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src/libs/actions/Policy.ts Show resolved Hide resolved

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tienifr added 3 commits March 28, 2024 11:51

fix revert areCategories if failed

67322e1

fix navigate user to more feature page

547f69b

fix add pendingFields

3874d9c

fix goback before navigate to more feature screen

830640c

luacmartins self-requested a review March 28, 2024 15:01

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tienifr added 2 commits March 29, 2024 09:33

fix only turn off require category

85cd494

fix using policy?.requiresCategory

7520ddf

luacmartins previously approved these changes Mar 29, 2024

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fix use hasEnabledOptions insteads of getEnabledCategoriesCount

a19beb1

luacmartins previously approved these changes Apr 2, 2024

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fix merge main

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tienifr added 2 commits April 3, 2024 13:20

fix merge main

9eaf74a

fix disable require category switch once remove any category

6b05057

tienifr dismissed luacmartins’s stale review via 6b05057 April 3, 2024 07:23

luacmartins previously approved these changes Apr 3, 2024

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luacmartins requested a review from getusha April 3, 2024 15:31

fix remove shouldContainPendingDeleteOption

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luacmartins merged commit 838206f into Expensify:main Apr 3, 2024

github-actions bot mentioned this pull request Apr 4, 2024

[INCORRECT] (used to be a checklist but was incorrectly triggered) #39573

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mountiny mentioned this pull request Apr 4, 2024

Deploy Checklist: New Expensify 2024-04-04 #39588

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melvin-bot bot mentioned this pull request Apr 8, 2024

[HOLD for payment 2024-04-15] [$500] [Simplified Collect][Categories] - "Categorize all expense" switch is not disabled when all categories are disabled #37508

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s77rt mentioned this pull request May 25, 2025

[Due for payment 2025-05-30] [$600] Workspace - Category and Tag "Required" switch is enabled and locked evenif all tags are disable #55431

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8 tasks

mukhrr mentioned this pull request Aug 29, 2025

[$250] WS settings - Enabling People must categorize expenses in OD disables Categories in ND #67928

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	const shouldTurnOffCategoriesEnabled = !OptionsListUtils.hasEnabledOptions({...policyCategories, ...optimisticPolicyCategoriesData});
	const shouldDisableRequiresCategory = !OptionsListUtils.hasEnabledOptions({...policyCategories, ...optimisticPolicyCategoriesData});

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