Add useEffect to select default tax code by aldo-expensify · Pull Request #43519 · Expensify/App

aldo-expensify · 2024-06-12T02:21:53Z

Re-implementation of #42126

Details

Needs: https://github.com/Expensify/Auth/pull/10987 and https://github.com/Expensify/Web-Expensify/pull/42115

Fixed Issues

$ #42114
PROPOSAL:

Tests

Create a workspace
Set the workspace default currency to USD if it is not already that
Go to "More features" and enable "Distance rates" and "Taxes"
Go to "Taxes" and define 3 tax rates:
1. Tax USD40: 40%
2. Tax other currency10: 10%
3. Tax distance25: 25%
Still in "Taxes", click in "Settings" in the top and choose the following defaults:
Verify you end up with a configuration like this:
Go "Distance rates" and enable "Track tax" in the top right settings
Create a distance rate, assign a tax rate to it and input some amount smaller than the rate in "Tax reclaimable on":
In the DM chat with yourself, click "+ > Track expense" and create an expense with the same currency as the workspace currency
Wait for the concierge message with actions and click "Categorize it"
The RHN should open with the workspace as the only alternative, select the workspace
Choose any category from the list
In the expense form, click "Show more"
Verify that the tax code is set to the default tax code for expenses with the currency of the workspace
Verify that the tax amount looks correct
Change the tax code manually
Verify that the tax amount is updated
Dismiss the RHN clicking outside
In the DM chat with yourself, click "+ > Track expense" and create an expense with a different currency
Wait for the concierge message with actions and click "Categorize it"
The RHN should open with the workspace as the only alternative, select the workspace
Choose any category from the list
In the expense form, click "Show more"
Verify that the tax code is set to the default tax code for expenses with a different currency of the workspace
Dismiss the RHN clicking outside
In the DM chat with yourself, click "+ > Track expense" and create a distance request
Wait for the concierge message with actions and click "Categorize it"
The RHN should open with the workspace as the only alternative, select the workspace
Choose any category from the list
Verify that the tax code is set to the default tax code for the distance rate selected

Verify that no errors appear in the JS console

Offline tests

QA Steps

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

Screen.Recording.2024-06-11.at.7.37.13.PM.mov

MacOS: Desktop

melvin-bot · 2024-06-12T02:21:58Z

@eh2077 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]

eh2077 · 2024-06-13T16:46:32Z

@aldo-expensify May I know do I need to wait for the backend change to do the test?

aldo-expensify · 2024-06-13T18:15:51Z

@aldo-expensify May I know do I need to wait for the backend change to do the test?

I don't think it is necessary, the optimistic data should make it looks like it is working fine unless you logout / login

eh2077 · 2024-06-18T14:53:40Z

@aldo-expensify I finished frontend (optimistic update) test and it works well for me, see two recordings in the Web browser section of my checklist.

I also can repro the negative tax amount issue in the transaction thread as you mentioned here. It seems I got red dot in the Tax field while you didn't.

Let me know if I should continue testing with other platforms or waiting for subsequent updates, thank you.

…ult-tax

MonilBhavsar · 2024-06-21T16:35:34Z

@aldo-expensify looks like this is just held on the clarification above

…ult-tax

aldo-expensify · 2024-06-26T06:41:46Z

I resolved the conflicts and pushed a fix for the taxes showing negative. I don't think taxes will ever be negative, so I added a Math.abs here:

App/src/components/MoneyRequestConfirmationListFooter.tsx

Lines 253 to 254 in f6eddbf

    
           // Calculate the formatted tax amount based on the transaction's tax amount and the IOU currency code 
        
           const formattedTaxAmount = CurrencyUtils.convertToDisplayString(Math.abs(transaction?.taxAmount ?? 0), iouCurrencyCode);

just like we do for the amount:

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

Lines 571 to 572 in f6eddbf

    
           iouAmount={Math.abs(transaction?.amount ?? 0)} 
        
           iouComment={transaction?.comment.comment ?? ''}

With this change, the taxAmount is still stored with the same sign (negative/positve) we store the amount... which I think makes sense. If the front end is storing the optimistic amount positive, then the optimistic taxAmount is positive.

If you follow the testing steps it is possible that you end up with the report loading forever:

I think this is unrelated and is happening because of regressions coming from this PR: #40168 (I already fixed a very similar regression)

I also can repro the negative tax amount issue in the transaction thread as you mentioned #42114 (comment). It seems I got red dot in the Tax field while you didn't.

@eh2077 I'm not sure about this validation error, I haven't seen it while testing. It may be an unrelated bug? 🤷

Considering the skeleton loading forever problem, I'm not sure if you will be able to test correctly. Can you give it a try and see if works for you?

MonilBhavsar · 2024-06-28T11:34:38Z

@eh2077 could you please check this comment above when you have moment, thanks!

eh2077 · 2024-06-28T15:11:39Z

@MonilBhavsar Sure, I just tried to re-test it. I found two issues this time

The page is stuck after submit the categoried expense
The validator error and the negative tax are still there

…ult-tax

aldo-expensify · 2024-06-28T17:31:12Z

The page is stuck after submit the categoried expense

This is unrelated and seems to happen in main too. I think you can go around it if you click Categorize and then go offline and finish moving the expense to the policyExpenseChat while offline.

The validator error and the negative tax are still there

I pushed a fix for the negative tax, I missed that. About the validation error, I still don't see it, and it is probably unrelated.

eh2077 · 2024-07-08T00:57:13Z

I'll re-test it today

eh2077 · 2024-07-16T13:34:44Z

@aldo-expensify Kindly help to resolve the conflicts when you get a chance.

eh2077 · 2024-08-04T14:43:20Z

@aldo-expensify Can you please clean up debugging console logs? Other than that code changes look good to me.

Just realised that free trials of my exiting accounts have been ended. I have applied for free trials here. I'll complete the checklist asap once my account is granted with free trial.

…ult-tax

eh2077 · 2024-08-06T16:26:59Z

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 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
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
- For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
- 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 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 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.

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

0-web.mp4

MacOS: Desktop

eh2077

LGTM and tested well

melvin-bot · 2024-08-06T16:28:03Z

@tylerkaraszewski 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]

aldo-expensify · 2024-08-07T17:13:59Z

@MonilBhavsar this is ready for internal review (friendly bump)

MonilBhavsar · 2024-08-07T17:19:53Z

Oops sorry I missed it. I was focussed on fireroom. I'll surely get to this tomorrow morning - the first thing

MonilBhavsar

Thanks! Some minor comments. Doing some tests

MonilBhavsar · 2024-08-08T11:37:53Z

src/components/ReportActionItem/MoneyRequestView.tsx

+        ? CurrencyUtils.convertToDisplayString(Math.abs(updatedTransaction?.taxAmount), transactionCurrency)
+        : CurrencyUtils.convertToDisplayString(Math.abs(transactionTaxAmount ?? 0), transactionCurrency);


Sorry, why this change?

The tax amount is negative in some cases and we never want to display it as a negative number

MonilBhavsar · 2024-08-08T11:39:52Z

src/components/MoneyRequestConfirmationList.tsx

+            (transaction.taxAmount !== undefined &&
+                previousTransactionAmount === transaction.amount &&
+                previousTransactionCurrency === transaction.currency &&
+                previousCustomUnitRateID === customUnitRateID &&


Why we added customUnitRateID?

Because if the rate changes we should recalculate the tax amount because it may have changed

MonilBhavsar · 2024-08-08T11:40:47Z

src/components/MoneyRequestConfirmationList.tsx

+        IOU.setMoneyRequestTaxRate(transactionID, defaultTaxCode ?? '');
+    }, [customUnitRateID, policy, previousCustomUnitRateID, previousTransactionCurrency, previousTransactionModifiedCurrency, shouldShowTax, transaction, transactionID]);
+
+    // A flag for showing the billable field


This comment looks off from the code below it

Probably a bad conflict resolution, I'll remove it.

MonilBhavsar · 2024-08-08T12:21:34Z

Okay looks good and works fine!
Just these questions and hopefully, we can merge tonight.

@eh2077 checklist is failing somehow, could you please a final look. Thanks!

melvin-bot · 2024-08-08T16:46:52Z

@rlinoz 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]

src/components/MoneyRequestConfirmationList.tsx

aldo-expensify · 2024-08-14T01:32:33Z

@MonilBhavsar I replied your questions and removed the comment that was added by mistake. Ready for review again.

aldo-expensify · 2024-08-15T19:25:53Z

Bump @MonilBhavsar, It would be nice if this doesn't get conflicts again

MonilBhavsar

Looks good! 🚀

OSBotify · 2024-08-16T06:49:53Z

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

OSBotify · 2024-08-19T16:13:54Z

🚀 Deployed to staging by https://github.com/MonilBhavsar in version: 9.0.22-0 🚀

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

OSBotify · 2024-08-19T17:10:34Z

🚀 Deployed to staging by https://github.com/MonilBhavsar in version: 9.0.22-1 🚀

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

OSBotify · 2024-08-20T22:43:33Z

🚀 Deployed to production by https://github.com/chiragsalian in version: 9.0.22-9 🚀

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

jjcoffee · 2025-10-28T09:55:13Z

src/components/MoneyRequestConfirmationList.tsx


    const shouldShowTax = isTaxTrackingEnabled(isPolicyExpenseChat, policy, isDistanceRequest) && !isTypeInvoice;

+    const previousTransactionAmount = usePrevious(transaction?.amount);


Coming from #72380 where the tax value was not updating when changing waypoints. We decided to remove the excessive reliance on usePrevious, see the fix PR #73045.

allroundexperts · 2025-11-26T09:47:03Z

src/components/MoneyRequestConfirmationList.tsx

+                previousTransactionCurrency === transaction.currency &&
+                previousCustomUnitRateID === customUnitRateID)
+        ) {
+            return;


We should have also returned if the request was read only. Not doing so caused #73621

Add useEffect to select default tax code

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aldo-expensify self-assigned this Jun 12, 2024

aldo-expensify requested a review from a team as a code owner June 12, 2024 02:21

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aldo-expensify mentioned this pull request Jun 12, 2024

Set default tax #42126

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aldo-expensify mentioned this pull request Jun 12, 2024

[payment due 8-27][Track Tax] Support tax tracking when categorizing tracked expense #42114

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Merge branch 'main' of github.com:Expensify/App into aldo_select-defa…

a965dc1

…ult-tax

aldo-expensify added 3 commits June 25, 2024 16:24

Merge branch 'main' of github.com:Expensify/App into aldo_select-defa…

4f87194

…ult-tax

Math.abs for formatted taxes

1ab106b

Remove unused variable

f6eddbf

aldo-expensify added 2 commits June 28, 2024 09:52

Merge branch 'main' of github.com:Expensify/App into aldo_select-defa…

d1db842

…ult-tax

Add Math abs for tax formatting

23ec1dd

Resolve conflicts

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aldo-expensify mentioned this pull request Jul 24, 2024

Use suitable decimals while calculating tax #43948

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Remove console.logs

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aldo-expensify added 2 commits August 5, 2024 09:52

Merge branch 'main' of github.com:Expensify/App into aldo_select-defa…

5ffbfa8

…ult-tax

Remove console.logs

80b1705

eh2077 approved these changes Aug 6, 2024

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melvin-bot bot requested a review from rlinoz August 8, 2024 16:46

aldo-expensify commented Aug 14, 2024

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src/components/MoneyRequestConfirmationList.tsx Outdated Show resolved Hide resolved

Remove useless comment

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MonilBhavsar reviewed Aug 16, 2024

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MonilBhavsar merged commit cf897a0 into main Aug 16, 2024

MonilBhavsar deleted the aldo_select-default-tax branch August 16, 2024 06:31

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Deploy Checklist: New Expensify 2024-08-19 #47639

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Burhan-Rashid mentioned this pull request Oct 17, 2025

[Due for payment 2025-10-31] [$250] Expense - In confirm page, tax amount not updated accordingly to new waypoints selected #72380

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jjcoffee reviewed Oct 28, 2025

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allroundexperts reviewed Nov 26, 2025

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		? CurrencyUtils.convertToDisplayString(Math.abs(updatedTransaction?.taxAmount), transactionCurrency)
		: CurrencyUtils.convertToDisplayString(Math.abs(transactionTaxAmount ?? 0), transactionCurrency);


		const shouldShowTax = isTaxTrackingEnabled(isPolicyExpenseChat, policy, isDistanceRequest) && !isTypeInvoice;

		const previousTransactionAmount = usePrevious(transaction?.amount);

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Details

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