Correct use of categories for duplicate workspace

[narefyev91]

Explanation of Change

Unselected category section should display default categories in duplicate workspace created

Fixed Issues

$ #72608
PROPOSAL:

Tests

1. Go to https://staging.new.expensify.com/home
2. Go to workspace settings
3. Turn off internet
4. Tap 3 dots next to workspace
5. Tap duplicate workspace
6. Tap next
7. Uncheck categories section
8. Tap continue
9. Open the duplicate workspace created
10. Verify that default categories are displayed

• Verify that no errors appear in the JS console

Offline tests

1. Go to https://staging.new.expensify.com/home
2. Go to workspace settings
3. Turn off internet
4. Tap 3 dots next to workspace
5. Tap duplicate workspace
6. Tap next
7. Uncheck categories section
8. Tap continue
9. Open the duplicate workspace created
10. Verify that default categories are displayed

QA Steps

1. Go to https://staging.new.expensify.com/home
2. Go to workspace settings
3. Turn off internet
4. Tap 3 dots next to workspace
5. Tap duplicate workspace
6. Tap next
7. Uncheck categories section
8. Tap continue
9. Open the duplicate workspace created
10. Verify that default categories are displayed

• 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)
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    • 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:
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  • 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
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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)
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• 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.
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Screenshots/Videos

Android: Native

android.mov

Android: mWeb Chrome

android-web.mov

iOS: Native

ios.mov

iOS: mWeb Safari

ios-web.mov

MacOS: Chrome / Safari

web.mov

MacOS: Desktop

desktop.mov

[melvin-bot]

@linhvovan29546 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]

[codecov]

Codecov Report

❌ Patch coverage is 83.33333% with 1 line in your changes missing coverage. Please review.

Files with missing lines	Patch %	Lines
...duplicate/WorkspaceDuplicateSelectFeaturesForm.tsx	0.00%	1 Missing ⚠️

Files with missing lines	Coverage Δ
src/libs/actions/Policy/Policy.ts	33.52% <100.00%> (-0.06%)	⬇️
...duplicate/WorkspaceDuplicateSelectFeaturesForm.tsx	0.00% <0.00%> (ø)

... and 211 files with indirect coverage changes

🚀 New features to boost your workflow:

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[linhvovan29546]

@narefyev91 Ah, I think the expected behavior for this issue may be incorrect. I think we need to discuss this with the product team as well.

Personally, I think that if the Categories section is selected, then a new workspace will duplicate the category. Otherwise, if the Categories is not selected, we should use the default Categories. You can watch the video below to see the behavior. Therefore, I think in this issue, when offline, if the category is unselected, we should optimistically use the default category rather than hiding it.

What are your thoughts on my concern?

Screen.Recording.2025-10-22.at.10.02.46.mov

[narefyev91]

@MitchExpensify

@narefyev91 Ah, I think the expected behavior for this issue may be incorrect. I think we need to discuss this with the product team as well.

Personally, I think that if the Categories section is selected, then a new workspace will duplicate the category. Otherwise, if the Categories is not selected, we should use the default Categories. You can watch the video below to see the behavior. Therefore, I think in this issue, when offline, if the category is unselected, we should optimistically use the default category rather than hiding it.

What are your thoughts on my concern?

Screen.Recording.2025-10-22.at.10.02.46.mov

Well - yeah - we need to get clarification from product. I will ask directly owner of the duplicate workspace project

[MitchExpensify]

Whenever a customer category exists, we should always duplicate it. The user will expect to see the same categories in one workspace to the other

[linhvovan29546]

Otherwise, if the Categories is not selected, we should use the default Categories.

@MitchExpensify My question: if we don't select the category, should we use the default categories like when creating a new workspace? The current behavior is use default categories if we don't select duplicate

[MitchExpensify]

If they disable categories I think we should disable categories altogether. If it gets enabled post duplication it should show the default categories

[linhvovan29546]

Sorry for the confusion. To clarify: I mean the behavior of this button: if we don't select, we should use the default categories, the same behavior as the old dot.

[MitchExpensify]

Ok yes if that is what Classic does let's copy that. That's what the OG design intended

[linhvovan29546]

Thank you! @narefyev91 Could you please update the PR to match the expected?

[narefyev91]

Thank you! @narefyev91 Could you please update the PR to match the expected?

updated. Thanks!

[joekaufmanexpensify]

Fine from a product perspective

[linhvovan29546]

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
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• 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.
• 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

Screen.Recording.2025-11-06.at.17.24.19.mov

Android: mWeb Chrome

Screen.Recording.2025-11-06.at.17.10.43.mov

iOS: HybridApp

Screen.Recording.2025-11-06.at.17.22.12.mov

iOS: mWeb Safari

Screen.Recording.2025-11-06.at.17.06.29.mov

MacOS: Chrome / Safari

Screen.Recording.2025-11-06.at.16.29.15.mov

MacOS: Desktop

Screen.Recording.2025-11-06.at.17.28.02.mov

[linhvovan29546]

@narefyev91 You forgot to enable categories. Also, please update the test step, the current one is outdated.

App/src/libs/actions/Policy/Policy.ts

Line 2653 in 4ec5f12

areCategoriesEnabled: isCategoriesOptionSelected,

Screen.Recording.2025-11-06.at.14.12.08.mov

[narefyev91]

@narefyev91 You forgot to enable categories. Also, please update the test step, the current one is outdated.

App/src/libs/actions/Policy/Policy.ts

Line 2653 in 4ec5f12

areCategoriesEnabled: isCategoriesOptionSelected,

Screen.Recording.2025-11-06.at.14.12.08.mov

fixed thanks!

[linhvovan29546]

Unselected category section should not displayed in duplicate workspace created

We need to get BE fix for online mode. Currently fix rely on optimistic response in offline mode.

@narefyev91 NAB: Could you please update these sections? Both of them are outdated.

[melvin-bot]

We did not find an internal engineer to review this PR, trying to assign a random engineer to #72608 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

[narefyev91]

Unselected category section should not displayed in duplicate workspace created

We need to get BE fix for online mode. Currently fix rely on optimistic response in offline mode.

@narefyev91 NAB: Could you please update these sections? Both of them are outdated.

done

[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.

[OSBotify]

🚀 Deployed to staging by https://github.com/MonilBhavsar in version: 9.2.46-0 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/luacmartins in version: 9.2.46-3 🚀

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