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Merge distance expenses#71675

Merged
youssef-lr merged 39 commits intoExpensify:mainfrom
hoangzinh:ft/68183-merge-distance-expenses
Nov 13, 2025
Merged

Merge distance expenses#71675
youssef-lr merged 39 commits intoExpensify:mainfrom
hoangzinh:ft/68183-merge-distance-expenses

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@hoangzinh hoangzinh commented Oct 1, 2025

Explanation of Change

Fixed Issues

$ #68183
PROPOSAL:

Tests

Same as QA

  • Verify that no errors appear in the JS console

Offline tests

Same as QA

QA Steps

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

Case 1: Merge an unreported distance expense and a workspace distance expense

  1. Go to Workspace chat -> Submit a distance expense (call ExpenseWS)
  2. Go to Self DM -> Submit a distance expense (call ExpenseDM)
  3. Open ExpenseDM in self DM -> Tap "More" button
  4. Select "Merge" option
  5. Verify that it only displays distance expenses as selection
  6. Select ExpenseWS => Tap "Continue" button
  7. Verify that it should show "Select details" page
  8. Select "Merchant" from ExpenseWS
  9. Tap "Continue" button
  10. Verify that in the "Confirm details" page, it displays the amount/distance/rate from ExpenseWS
  11. Tap "Merge expenses" button
  12. Verify it merges successfully

Case 2: Merge two workspace distance expenses

  1. Go to Workspace chat -> Submit a distance expense (call ExpenseWS1)
  2. Submit another distance expense (call ExpenseWS2)
  3. Open ExpenseWS1 -> Tap "More" button
  4. Select "Merge" option
  5. Repeat step 5->12 in case 1
  • 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 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

Android: Native
Screen.Recording.2025-10-14.at.19.57.14.android.mov
Android: mWeb Chrome
Screen.Recording.2025-10-14.at.21.42.30.android.chrome.mov
iOS: Native
Screen.Recording.2025-10-14.at.21.45.40.ios.mov
iOS: mWeb Safari
Screen.Recording.2025-10-14.at.21.38.03.ios.safari.mov
MacOS: Chrome / Safari
Screen.Recording.2025-10-10.at.21.29.15.web.mov
MacOS: Desktop
Screen.Recording.2025-10-14.at.08.06.17.desktop.mov

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codecov bot commented Oct 1, 2025

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/CONST/index.ts 85.71% <ø> (ø)
src/libs/DistanceRequestUtils.ts 70.99% <100.00%> (ø)
src/libs/TransactionUtils/index.ts 69.02% <100.00%> (ø)
src/pages/TransactionMerge/DetailsReviewPage.tsx 0.00% <ø> (ø)
src/libs/MergeTransactionUtils.ts 83.12% <96.15%> (+1.83%) ⬆️
...c/components/ReportActionItem/MoneyRequestView.tsx 0.28% <0.00%> (-0.01%) ⬇️
src/libs/actions/MergeTransaction.ts 63.71% <54.54%> (+6.02%) ⬆️
... and 2 files with indirect coverage changes

- Add isDistanceRequest import from TransactionUtils
- Add validation to prevent merging distance requests with non-distance requests
- Use XOR logic to check if transactions have different distance request types
- Extract merge field update logic into reusable getMergeFieldUpdatedValues function
- Add customUnit and waypoints fields to MergeTransaction Onyx type
- Update DetailsReviewPage to use the new utility function
- Add comprehensive test coverage for getMergeFieldUpdatedValues function
- Handle special cases for amount field (currency) and merchant field (distance requests)
- Ensure proper TypeScript typing with Partial<MergeTransaction> return type
- Update mergeTransactionRequest to include customUnit and waypoints in comment field
- Add createRandomDistanceRequestTransaction test utility function
- Ensure distance request data is properly serialized in merge transaction API call
- Export areTransactionsEligibleForMerge from MergeTransaction actions
- Add 6 test cases for areTransactionsEligibleForMerge covering:
  * Card transaction rules (both card = false, one card = true)
  * Zero amount rules (both zero = false, one zero = true)
  * Distance request rules (mixed = false, both distance = true)
  * Valid merge cases (both cash with non-zero amounts = true)
- Add test for shouldNavigateToReceiptReview with distance requests
- Update test data with waypoints, customUnit, and routes fields for distance requests
- Reorder imports and clean up test structure
- All tests passing with proper mocking and test utilities
- Add fallbackToDefault parameter to DistanceRequestUtils.getRate()
- Disable fallback for merge transactions to show 'Rate out of policy' when selected rate is not in policy
- Ensures proper rate validation display in merge transaction scenarios
@hoangzinh hoangzinh marked this pull request as ready for review October 14, 2025 16:12
@hoangzinh hoangzinh requested a review from a team as a code owner October 14, 2025 16:12
@melvin-bot melvin-bot bot requested review from dominictb and removed request for a team October 14, 2025 16:12
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melvin-bot bot commented Oct 14, 2025

@dominictb 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]

@hoangzinh
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@dominictb this PR is ready for review

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🚧 @garrettmknight has triggered a test Expensify/App build. You can view the workflow run here.

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪
Built from App PR #71675.

Android 🤖 iOS 🍎
⏩ SKIPPED ⏩ ⏩ SKIPPED ⏩
The build for Android was skipped The build for iOS was skipped
Desktop 💻 Web 🕸️
⏩ SKIPPED ⏩ https://71675.pr-testing.expensify.com
The build for Desktop was skipped Web

👀 View the workflow run that generated this build 👀

@hoangzinh hoangzinh requested a review from a team as a code owner November 6, 2025 15:14
@melvin-bot melvin-bot bot requested review from heyjennahay and removed request for a team November 6, 2025 15:14
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@dominictb I resolved conflicts

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🎀

@melvin-bot melvin-bot bot requested a review from youssef-lr November 7, 2025 18:06
youssef-lr
youssef-lr previously approved these changes Nov 11, 2025
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youssef-lr commented Nov 11, 2025

@hoangzinh looks like there is an unsigned commit

Screenshot 2025-11-11 at 01 38 46

@hoangzinh
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Oops, should I rebase and push force to fix that commit? I had an issue with git config last week, it didn't commit with gpgsign 😢

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Yes, can you try a rebase method instead to update only that commit? also we have conflicts

@hoangzinh
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@dominictb @youssef-lr I resolved conflict and also fixed unverified commit

@youssef-lr youssef-lr merged commit a1dd0f8 into Expensify:main Nov 13, 2025
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/youssef-lr in version: 9.2.59-0 🚀

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

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🚀 Deployed to production by https://github.com/grgia in version: 9.2.59-5 🚀

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

Beamanator pushed a commit that referenced this pull request Mar 5, 2026
…istance expenses

When merging workspace distance expenses, the merge confirmation page
was unconditionally overriding the rate display with the rate value
parsed from the merchant string. This happened because a pre-existing
workaround (from PR #71675) assumed that policy rate data was not
available in the merge flow. Since the merge flow now properly preserves
customUnit data (including customUnitRateID), getRate() can resolve the
rate name from the policy. The override is now conditional, only falling
back to getRateFromMerchant() when rateName is unavailable (P2P expenses).

Co-authored-by: Mohammad Luthfi Fathur Rahman <mollfpr@users.noreply.github.com>
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6 participants