Skip to content

refactor: isolates buildOptimisticPolicyRecentlyUsedTags from Onyx.connect data#70393

Merged
tgolen merged 13 commits intoExpensify:mainfrom
software-mansion-labs:dariusz-biela/refactor/useonyx-deprecate-onyx-connect/1-src-libs-actions-Policy-Tag.ts
Oct 6, 2025
Merged

refactor: isolates buildOptimisticPolicyRecentlyUsedTags from Onyx.connect data#70393
tgolen merged 13 commits intoExpensify:mainfrom
software-mansion-labs:dariusz-biela/refactor/useonyx-deprecate-onyx-connect/1-src-libs-actions-Policy-Tag.ts

Conversation

@dariusz-biela
Copy link
Contributor

@dariusz-biela dariusz-biela commented Sep 11, 2025

Explanation of Change

This PR is part of a refactor to remove Onyx.connect from the ssrc/libs/actions/Policy/Tag.ts file and replace it with useOnyx.

It isolates the buildOptimisticPolicyRecentlyUsedTags function from the Onyx.connect data.

To ensure this refactor doesn't break anything, it adds automated tests to the buildOptimisticPolicyRecentlyUsedTags function.

Important

I've temporarily added a function, getPolicyRecentlyUsedTagsData, that returns data from Onyx.connect.

I created it to avoid refactoring functions that use buildOptimisticPolicyRecentlyUsedTags in this PR.

I've marked getPolicyRecentlyUsedTagsData as deprecated and added the comment // TODO: Replace getPolicyRecentlyUsedTagsData with useOnyx hook above each use.

Fixed Issues

This PR partially addresses these issues:
$ #69022
$ #69023
PROPOSAL:

Tests

Prerequisites:

  • User added to the workspace
  • Workspace with the Tags extension enabled
  • At least 8 tags added from the workspace
  1. Log in
  2. Disconnect the app from the internet
  3. Add Expense with a tag that is not in the recent section
  4. Add another Expense and check if the Tags screen in the recent section contains the tag you selected in the previous step.
  • Verify that no errors appear in the JS console

Offline tests

Same as in the Tests section

QA Steps

Same as in the Tests section

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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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

Nagranie.z.ekranu.2025-09-12.o.12.45.05.mov

transactionTags?: string;
};

function buildOptimisticPolicyRecentlyUsedTags({policyTags, policyRecentlyUsedTags, policyID, transactionTags}: BuildOptimisticPolicyRecentlyUsedTagsProps): RecentlyUsedTags {
Copy link
Contributor

Choose a reason for hiding this comment

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

I think we can get rid of policyID 👀

Copy link
Contributor Author

Choose a reason for hiding this comment

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

You're right. Good thing you noticed.

Comment on lines +1192 to +1198
/**
* @deprecated This function uses Onyx.connect and should be replaced with useOnyx for reactive data access.
* All usages of this function should be replaced with useOnyx hook in React components.
*/
function getPolicyRecentlyUsedTagsData(policyID: string | undefined) {
return allRecentlyUsedTags?.[`${ONYXKEYS.COLLECTION.POLICY_RECENTLY_USED_TAGS}${policyID}`] ?? {};
}
Copy link
Contributor

Choose a reason for hiding this comment

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

How about creating a follow-up PR now and merging it as soon as this one gets merged?

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'd prefer not to do this, as it falls under the responsibility of the person refactoring the src/libs/actions/IOU.ts file.

But I'll actually move the entire getPolicyRecentlyUsedTagsData implementation to src/libs/actions/IOU.ts to remove the completely invalid code from the src/libs/actions/Policy/Tag.ts file.

Copy link
Contributor

Choose a reason for hiding this comment

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

I don't think you are allowed to do that. If you are adding Onyx.connect somewhere, you need to remove that usage later.

cc @tgolen

Copy link
Contributor

Choose a reason for hiding this comment

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

I think that as long as it's part of the issue to remove it completely, and it's all part of trying to make smaller incremental steps to not break a bunch of things with a big refactor, then what @dariusz-biela is doing here is probably OK. Just as long as whoever is doing IOU.ts knows about it and @dariusz-biela is still going to do the work to remove the Onyx.connect() in the end.

Copy link
Contributor Author

Choose a reason for hiding this comment

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

@tgolen, I've commented this code:

// TODO: remove `allRecentlyUsedTags` from this file
// `allRecentlyUsedTags` was moved here temporarily from `src/libs/actions/Policy/Tag.ts` during the `Deprecate Onyx.connect` refactor.
// All uses of this variable should be replaced with `useOnyx`.
let allRecentlyUsedTags: OnyxCollection<RecentlyUsedTags> = {};
Onyx.connect({
    key: ONYXKEYS.COLLECTION.POLICY_RECENTLY_USED_TAGS,
    waitForCollectionCallback: true,
    callback: (val) => (allRecentlyUsedTags = val),
});

Lately, I've had less time due to being involved in another project as part of Expensify. But I still plan to work on the src/libs/actions/Policy/Tag.ts and src/libs/actions/Transaction.ts files as part of the refactor, removing Onyx.connect.

I've found that it's most efficient to decouple one function at a time from Onyx.connect, regardless of how many Onyx.connects it has attached.

This allows me to focus on a single functionality in PRs and unit tests.

@tgolen, it might be worth adding an additional subissue to src/libs/actions/IOU.ts to remove ONYXKEYS.COLLECTION.POLICY_RECENTLY_USED_TAGS after merging this PR.

Copy link
Contributor

Choose a reason for hiding this comment

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

I've found that it's most efficient to decouple one function at a time from Onyx.connect, regardless of how many Onyx.connects it has attached.

Yep, I 100% agree with this! I'll get that issue created and assigned to you.

Copy link
Contributor

Choose a reason for hiding this comment

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

Here you go: #71491

Comment on lines +758 to +766
it('should return empty object when policyID is undefined', () => {
const result = buildOptimisticPolicyRecentlyUsedTags({
policyTags: {},
policyRecentlyUsedTags: {},
policyID: undefined,
transactionTags: 'tag1',
});
expect(result).toEqual({});
});
Copy link
Contributor

Choose a reason for hiding this comment

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

Once we remove the policyID from the function we can get rid of this test

expect(result).toEqual({});
});

it('should return empty object when policyID is empty string', () => {
Copy link
Contributor

Choose a reason for hiding this comment

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

same here

Comment on lines +804 to +806
const existingRecentlyUsedTags: RecentlyUsedTags = {
[tagListName]: ['Marketing', 'Sales'],
};
Copy link
Contributor

Choose a reason for hiding this comment

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

I'd remove the const and create the object in the function call. There should be no confusion since arguments are named and the object is small

Comment on lines +1016 to +1027
const policyTags: PolicyTagLists = {
Tag: {
name: 'Tag',
orderWeight: 0,
required: false,
tags: {
Engineering: {name: 'Engineering', enabled: true},
Marketing: {name: 'Marketing', enabled: true},
Sales: {name: 'Sales', enabled: true},
},
},
};
Copy link
Contributor

Choose a reason for hiding this comment

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

We use this one a few times. How about extracting it and creating once with some meaningful name?

Comment on lines +72 to +73
policyTags: PolicyTagLists;
policyRecentlyUsedTags: RecentlyUsedTags;
Copy link
Contributor

Choose a reason for hiding this comment

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

Shouldn't this function handle the missing values? So we don't have to ?? {} each time?

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'd honestly prefer to avoid this, as this function needs this data to function properly. They might be empty at times, but they should always be passed.

@dariusz-biela dariusz-biela marked this pull request as ready for review September 18, 2025 12:21
@dariusz-biela dariusz-biela requested a review from a team as a code owner September 18, 2025 12:21
@melvin-bot melvin-bot bot requested review from shubham1206agra and removed request for a team September 18, 2025 12:21
@melvin-bot
Copy link

melvin-bot bot commented Sep 18, 2025

@shubham1206agra 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]

@tgolen
Copy link
Contributor

tgolen commented Sep 25, 2025

Is this ready to review again @dariusz-biela ?

@tgolen
Copy link
Contributor

tgolen commented Sep 26, 2025

bump please @dariusz-biela

@dariusz-biela
Copy link
Contributor Author

@tgolen @shubham1206agra

It's now ready for further review.

I apologize for not responding. I've been writing documentation for the last two days, which is why I haven't been on GitHub.

const optimisticPolicyRecentlyUsedTags = buildOptimisticPolicyRecentlyUsedTags(iouReport?.policyID, transactionChanges.tag);
const optimisticPolicyRecentlyUsedTags = buildOptimisticPolicyRecentlyUsedTags({
policyTags: getPolicyTagsData(iouReport?.policyID),
// TODO: Replace getPolicyRecentlyUsedTagsData with useOnyx hook
Copy link
Contributor

Choose a reason for hiding this comment

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

For all these TODOs, can you please include a link to the GH that it will be removed with?

Copy link
Contributor

Choose a reason for hiding this comment

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

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 will add link to this issue #66507

and write a comment there about it

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 see that you created new issue #71491 for file src/libs/actions/Policy/Tag.ts

but this code it is not related to src/libs/actions/Policy/Tag.ts anymore, now it is in src/libs/actions/IOU.ts

@tgolen could you change the name of the issue to reflect that?

also I think that parent issue should be set to #66507

Additional context

In this PR, I moved this code to src/libs/actions/IOU.ts:

let allRecentlyUsedTags: OnyxCollection<RecentlyUsedTags> = {};
Onyx.connect({
    key: ONYXKEYS.COLLECTION.POLICY_RECENTLY_USED_TAGS,
    waitForCollectionCallback: true,
    callback: (val) => (allRecentlyUsedTags = val),
});

Because src/libs/actions/Policy/Tag.ts doesnt need this data.

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 added a link like this to the issue you created:

// TODO: Replace getPolicyRecentlyUsedTagsData with useOnyx hook
// (https://github.com/Expensify/App/issues/71491)
            

Copy link
Contributor

Choose a reason for hiding this comment

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

OK, thanks! I made the adjustments.

@tgolen
Copy link
Contributor

tgolen commented Oct 1, 2025

There is a newer version of the checklist that you'll need to update the PR description with in order to get the tests to pass.

@shubham1206agra
Copy link
Contributor

Let me do the review now.

@tgolen
Copy link
Contributor

tgolen commented Oct 4, 2025

@shubham1206agra this is waiting on you for review

@shubham1206agra
Copy link
Contributor

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)
  • 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
  • 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
  • xIf 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.
  • 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

Screen.Recording.2025-10-06.at.6.03.35.PM.mov

@melvin-bot melvin-bot bot requested a review from tgolen October 6, 2025 13:17
@tgolen tgolen merged commit 69a7673 into Expensify:main Oct 6, 2025
22 of 26 checks passed
@OSBotify
Copy link
Contributor

OSBotify commented Oct 6, 2025

✋ 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

OSBotify commented Oct 6, 2025

🚀 Deployed to staging by https://github.com/tgolen in version: 9.2.24-0 🚀

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

@OSBotify
Copy link
Contributor

OSBotify commented Oct 7, 2025

🚀 Deployed to staging by https://github.com/tgolen in version: 9.2.26-0 🚀

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

@OSBotify
Copy link
Contributor

OSBotify commented Oct 8, 2025

🚀 Deployed to production by https://github.com/lakchote in version: 9.2.26-7 🚀

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.

5 participants