fix: Invoice - Workspace chat has RBR in LHN after sending invoice without category.

[Krishna2323]

Explanation of Change

Fixed Issues

$ #60811
PROPOSAL: #60811 (comment)

Tests

Precondition:

• Workspace has enabled invoicing feature.
• "Members must categorize all expenses" is enabled in Categories settings.

1. Open FAB > Send invoice,
2. Enter amount > Next.
3. Select a participant.
4. On the confirmation page, do not select a category.
5. Send the invoice.
6. Open workspace chat after sending invoice without category.
7. Verify there is no RBR in the workspace chat.

• Verify that no errors appear in the JS console

Offline tests

Precondition:

• Workspace has enabled invoicing feature.
• "Members must categorize all expenses" is enabled in Categories settings.

1. Open FAB > Send invoice,
2. Enter amount > Next.
3. Select a participant.
4. On the confirmation page, do not select a category.
5. Send the invoice.
6. Open workspace chat after sending invoice without category.
7. Verify there is no RBR in the workspace chat.

QA Steps

Precondition:

• Workspace has enabled invoicing feature.
• "Members must categorize all expenses" is enabled in Categories settings.

1. Open FAB > Send invoice,
2. Enter amount > Next.
3. Select a participant.
4. On the confirmation page, do not select a category.
5. Send the invoice.
6. Open workspace chat after sending invoice without category.
7. Verify there is no RBR in the workspace chat.

• 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
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Screenshots/Videos

Android: Native

android_native.mp4

Android: mWeb Chrome

android_chrome.mp4

iOS: Native

ios_native.mp4

iOS: mWeb Safari

ios_safari.mp4

MacOS: Chrome / Safari

web_chrome.mp4

MacOS: Desktop

desktop_app.mp4

[melvin-bot]

@brunovjk 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]

[Krishna2323]

@brunovjk, the required category violation is removed when the api is success. Is this a bug?

Monosnap.screencast.2025-05-09.14-46-48.mp4

[brunovjk]

@brunovjk, the required category violation is removed when the api is success. Is this a bug?

Monosnap.screencast.2025-05-09.14-46-48.mp4

Yes, I had noticed this before in staging. I haven't found any related issue yet, I'll report it on slack later.

[brunovjk]

Very good @Krishna2323, our initial issuer is no longer reproducible:

However, looking at the "Expected Result" of this issue, I wonder if "The RBR should appear in the invoice room" in LHN or just in the preview. I will ask for help to confirm the expected result. Thanks

[brunovjk]

@Krishna2323, it turns out that this is not a bug, in fact davidcardoza confirmed that the "category" field is not mandatory when we are going to create an invoice. cristipaval said that we can do everything in this PR, do you think you can remove the violation flags when we do not select a category when creating an invoice?:

Screen.Recording.2025-05-15.at.10.19.40.mov

We have to track all the components that interact with this flow, if the work is greater than initially planned in the issue we can ask for a bounty increase later, what do you think? Thank you very much.

[Krishna2323]

@brunovjk I’ve updated the code: the category is no longer required for invoice transactions, and the violation is no longer added to the optimistic data. I’ve also removed the required label from the confirmation list for invoice-type requests, but I’m not sure if that change is necessary—@davidcardoza, could you please confirm?

Monosnap.screencast.2025-05-17.22-32-11.mp4

[Krishna2323]

@brunovjk, friendly bump ^

[brunovjk]

Apologies for the delay @Krishna2323, I was waiting for @davidcardoza to confirm the expected behavior after your last update, but it’s still not fully clear to me. I’ve asked a follow-up question to clarify this point on Slack, you can check it here.

[davidcardoza]

I responded in Slack a few days ago, but let me know if there are any other questions.

[Krishna2323]

I'll provide updates today.

[Krishna2323]

Sorry for the delay, @brunovjk. Last week, one of my PRs caused a few regressions, so I had to dedicate all my time to resolving those issues and submitting a new PR. I’ll work on this today.

#62976
#63034

[Krishna2323]

@brunovjk, after reviewing the conversation again, I think we don't need to make any changes since davidcardoza confirmed that the RBR should be shown. I believe we just need to fix the backend to resolve this bug. Could you please confirm? Thanks!

[brunovjk]

@Krishna2323 thank you but I'm not sure, the RBR in the workspace chat is very strange to me, I believe we still have a bug that we should solve. I asked again on slack.

[brunovjk]

It was confirmed here @Krishna2323, we will resolve the original issue only. Thank you very much for the effort.

[Krishna2323]

@brunovjk, I added back the initial changes, could you please test? Thanks!

[brunovjk]

Sure, in a moment

[brunovjk]

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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
• I verified tests pass on all platforms & I tested again on:
  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
  • 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 there are no new alerts related to the canBeMissing param for useOnyx
• 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 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)
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  • A similar style doesn't already exist
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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.
• 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.
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp

61709_android_native.mov

Android: mWeb Chrome

61709_android_web.mov

iOS: HybridApp

61709_ios_native.mov

iOS: mWeb Safari

61709_ios_web.mov

MacOS: Chrome / Safari

61709_web_chrome.mov

MacOS: Desktop

61709_web_desktop.mov

[brunovjk]

LGTM. I can still reproduce a backend bug, where the category violation is removed after the response from the server:

Screen.Recording.2025-06-09.at.10.38.19.mov

[OSBotify]

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

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.1.67-0 🚀

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

[github-actions]

🚀 Deployed to production by https://github.com/lakchote in version: 9.1.67-2 🚀

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