Skip to content

[NoQA] Category upgrade path#69878

Merged
cristipaval merged 32 commits intoExpensify:mainfrom
callstack-internal:feat/68993-category-upgrade-path
Sep 18, 2025
Merged

[NoQA] Category upgrade path#69878
cristipaval merged 32 commits intoExpensify:mainfrom
callstack-internal:feat/68993-category-upgrade-path

Conversation

@koko57
Copy link
Contributor

@koko57 koko57 commented Sep 4, 2025

Explanation of Change

Fixed Issues

$ #68993
PROPOSAL:

Tests

PREREQUISITES: in Permissions.ts change the returned value from canUseUnreportedExpense to true

  1. Create a new account
  2. Open the self-DM chat and create a new expense linked to it
  3. Verify that an actionable whisper from Concierge is created with the options: “Send to someone” and “Do nothing”
  4. Click on the newly created expense
  5. Verify that the new expense has the Category field
  6. Click on Category and verify that you see the screen with the Upgrade button
  7. Click on Upgrade, add workspace name and currency and confirm
  8. Verify that you get the screen showing that the workspace was successfully created
  9. Click on the Got it button and verify that you have to select a Category from the default Category list
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Same as tests

  • 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
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (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
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • 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 followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • 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.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user 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.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
Screen.Recording.2025-09-05.at.11.23.46.mp4
iOS: Native
Screen.Recording.2025-09-05.at.11.08.03.mp4
iOS: mWeb Safari
Screen.Recording.2025-09-05.at.11.15.38.mp4
MacOS: Chrome / Safari Screenshot 2025-09-05 at 10 19 40 Screenshot 2025-09-05 at 10 19 20 Screenshot 2025-09-05 at 10 19 01
Screen.Recording.2025-09-05.at.10.18.38.mp4
MacOS: Desktop Screenshot 2025-09-05 at 10 34 42 Screenshot 2025-09-05 at 10 34 36
Screen.Recording.2025-09-05.at.10.34.31.mp4

@koko57 koko57 marked this pull request as ready for review September 5, 2025 09:26
@koko57 koko57 requested review from a team as code owners September 5, 2025 09:26
@melvin-bot melvin-bot bot requested review from parasharrajat and removed request for a team September 5, 2025 09:26
@melvin-bot
Copy link

melvin-bot bot commented Sep 5, 2025

@parasharrajat 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]

@koko57
Copy link
Contributor Author

koko57 commented Sep 5, 2025

@parasharrajat FYI: not sure if you will also run into this problem and if it was already reported, but I had some problems with testing on iOS. Reports on the main screen were unresponsive when clicking so I needed to searh for the report on reports page, but for sure I didn't change anything on main page that could result in such bug

src/ROUTES.ts Outdated
getUrlWithBackToParam(`${action as string}/${iouType as string}/upgrade/${transactionID}/${reportID}`, backTo),
getRoute: (action: IOUAction, iouType: IOUType, transactionID: string, reportID: string, backTo = '', isCategorizing = false, isReporting = false, shouldSubmitExpense = false) => {
const baseURL = `${action as string}/${iouType as string}/upgrade/${transactionID}/${reportID}` as const;
const params = new URLSearchParams();
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

is this supported on native too?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

it works bc you still convert it to a string but I can change that to prevent confusion

Comment on lines 686 to 693
Navigation.navigate(
ROUTES.MONEY_REQUEST_UPGRADE.getRoute(CONST.IOU.ACTION.EDIT, iouType, transaction.transactionID, report.reportID, getReportRHPActiveRoute(), true),
);
} else {
Navigation.navigate(
ROUTES.MONEY_REQUEST_STEP_CATEGORY.getRoute(CONST.IOU.ACTION.EDIT, iouType, transaction.transactionID, report.reportID, getReportRHPActiveRoute()),
);
}
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Prefer early return.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

here, how?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

if no policy we're navigating somewhere else otherwise we're also navigating but to another location.
I don't see why returning is better than this approach

Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

There is nothing wrong with this logic, but we generally prefer early return first to adhere our guidelines. This is a no blocker anyways.

src/ROUTES.ts Outdated
route: ':action/:iouType/upgrade/:transactionID/:reportID',
getRoute: (action: IOUAction, iouType: IOUType, transactionID: string, reportID: string, backTo = '') =>
getUrlWithBackToParam(`${action as string}/${iouType as string}/upgrade/${transactionID}/${reportID}`, backTo),
getRoute: (action: IOUAction, iouType: IOUType, transactionID: string, reportID: string, backTo = '', isCategorizing = false, isReporting = false, shouldSubmitExpense = false) => {
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Can you please convert params to object?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I also thought of that, but in the file there's no other occurence of passing a single object as a param, so I wanted to follow the convention (although I also think it would be beneficial to pass a single object here and in the other cases)

Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Yeah, I understand. We recently started migrating many functions to object param so it would be good if make these changes progressively regardless of old code.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

ok, thanks, done!

Comment on lines 1499 to 1501
isCategorizing?: boolean;
isReporting?: boolean;
shouldSubmitExpense?: boolean;
Copy link
Member

@parasharrajat parasharrajat Sep 5, 2025

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

These are too specific params. can you please add comments to these?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

@parasharrajat added here as well. The changes should be already pushed

policyName: string;
onConfirmUpgrade: () => void;
isCategorizing?: boolean;
isReporting?: boolean;
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I know we didn't have a comment here before but let's add for our prop as per guidelines.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

what do you mean? what is missing here?

Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I am suggesting to add a comment to the prop.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

added

};

// TODO: remove this after all the changes are applied
// eslint-disable-next-line rulesdir/prefer-early-return
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Is there a reason to disable this rule here?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

yes, eslint is actually complaining here (not like in the other place you suggested the early return - there it doesn't complain 😅 )

Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

yeah, If possible, let's use early return.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

but there will be some other changes added here

Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Sounds good then.

@koko57 koko57 requested a review from parasharrajat September 5, 2025 10:06
@koko57
Copy link
Contributor Author

koko57 commented Sep 5, 2025

@parasharrajat comments addressed

@parasharrajat
Copy link
Member

I will test this after 2 hours. Going away for some time.

trjExpensify
trjExpensify previously approved these changes Sep 5, 2025
Copy link
Contributor

@trjExpensify trjExpensify left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Core PR from a design doc for a #whatsnext project 👍

@parasharrajat
Copy link
Member

I will continue review once we are done with first one.

@koko57
Copy link
Contributor Author

koko57 commented Sep 17, 2025

Not a blocker: refreshing the Upgrade page will show the upgrade button again, even if the user was on the confirmation page. The problem with this issue is that the user will then go through the flow again and create a duplicate workspace.

I am leaving this issue for now as follow-up. May be creating a confirmation route will solve this or some other technique.

16.09.2025_22.39.45_REC.mp4

yep, let's leave this for the follow-up as it's because how the page was coded earlier so it is also reproducible in other upgrade flows

@koko57
Copy link
Contributor Author

koko57 commented Sep 17, 2025

@parasharrajat may I ask you for another round?

@parasharrajat
Copy link
Member

Checking this PR now.

@parasharrajat
Copy link
Member

I am facing npm i problem. Can you please merge main again @koko57?

@parasharrajat
Copy link
Member

Note: After deleting the only workspace from account the category remains selected where clicking it shows upgrade workspace path.

I am not considering it as a bug but we need to decide on what should be done for this. https://expensify.slack.com/archives/C09CD19HXFA/p1758044859911649

Copy link
Member

@parasharrajat parasharrajat left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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.

🎀 👀 🎀 C+ reviewed

@melvin-bot melvin-bot bot requested a review from cristipaval September 18, 2025 17:38
@parasharrajat
Copy link
Member

parasharrajat commented Sep 18, 2025

Screenshots

🔲 iOS / native

16.09.2025_23.58.44_REC.mp4

🔲 iOS / Safari

18.09.2025_23.01.04_REC.mp4

🔲 MacOS / Desktop

18.09.2025_23.04.43_REC.mp4

🔲 MacOS / Chrome

16.09.2025_22.39.45_REC.mp4

🔲 Android / Chrome

16.09.2025_23.31.33_REC.mp4

🔲 Android / native

16.09.2025_23.13.28_REC.mp4

@cristipaval cristipaval merged commit 51ef0d2 into Expensify:main Sep 18, 2025
20 of 22 checks passed
@melvin-bot melvin-bot bot added the Emergency label Sep 18, 2025
@melvin-bot
Copy link

melvin-bot bot commented Sep 18, 2025

@cristipaval looks like this was merged without a test passing. Please add a note explaining why this was done and remove the Emergency label if this is not an emergency.

@cristipaval
Copy link
Contributor

That was completely unrelated to the PR

@OSBotify
Copy link
Contributor

✋ 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
Copy link
Contributor

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.2.16-0 🚀

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

@OSBotify
Copy link
Contributor

🚀 Deployed to production by https://github.com/roryabraham in version: 9.2.16-14 🚀

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

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

6 participants