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fix: distance request sharing #54669

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paultsimura
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@paultsimura paultsimura commented Dec 30, 2024

Explanation of Change

This PR is intended to fix several issues with the tracked distance expenses shared with accountants.

Fixed Issues

$ #46897
PROPOSAL: #46897 (comment)

Tests

Same as QA

Offline tests

Same as QA

QA Steps

Violation flow

  1. Create a workspace if needed
  2. Enable distance rates in settings from more features
  3. Add a custom rate
  4. Edit the default rate to a different value
  5. Open the chat with yourself
  6. Track a Distance expense
  7. In the Concierge prompt, click "Share it with my accountant"
  8. Select a workspace
  9. Verify there's an error on the rate field instructing you to choose a workspace rate
  10. Verify you can't submit the expense with the error present
  11. Select a workspace rate
  12. Verify the error clears
  13. Submit the expense
  14. Verify it's moved to the workspace
  15. Verify it uses with the proper rate and distance, and the receipt image is updated

Auto-select rate flow

  1. Open the chat with yourself
  2. Track a Distance expense
  3. Check the mileage rate automatically set on the request
  4. Create a workspace if needed
  5. Enable distance rates in settings from more features
  6. Add a custom rate with the exact same value as in the step 3
  7. Go back to the chat with yourself
  8. In the Concierge prompt, click "Share it with my accountant"
  9. Select a workspace
  10. Verify there is no error on the rate field
  11. Click the "Rate" field
  12. Verify the custom rate which you've added in step 6 is automatically marked as "Selected"
  13. Submit the expense
  14. Verify it's moved to the workspace
  15. Verify it uses with the proper rate and distance, and the receipt image is updated

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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    • 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.
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      • If any non-english text was added/modified, I verified the translation was requested/reviewed in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
chrome.webm
iOS: Native
2025-01-16.-.20.05.-.Simulator.Screen.Recording.-.iPhone.15.Pro.-.2025-01-16.at.20.04.17.mp4
iOS: mWeb Safari
Simulator.Screen.Recording.-.iPhone.15.Pro.-.2025-01-16.at.19.50.26.mp4
MacOS: Chrome / Safari
Screen.Recording.2025-01-16.at.19.42.48.mov
MacOS: Desktop
Screen.Recording.2025-01-16.at.19.54.44.mov

@paultsimura paultsimura force-pushed the fix/46897-distance-accountant-2 branch from 3f63e4c to ce923a5 Compare December 30, 2024 21:41
@paultsimura
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@neil-marcellini the #53995 is still reproducible. From what I see – it looks like a BE issue. It happens only when sharing with a workspace created automatically if you click "Share with accountant" while not having any workspaces created.

Could you please check on the BE side?

Screen.Recording.2024-12-30.at.22.39.45.mov

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@neil-marcellini bump on #54669 (comment)

# Conflicts:
#	src/languages/en.ts
#	src/languages/es.ts
#	src/pages/iou/request/step/IOURequestStepParticipants.tsx
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@neil-marcellini bump on #54669 (comment)

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@paultsimura I'm not able to reproduce this problem with this branch checked out locally. I think it has been fixed.

# Conflicts:
#	src/libs/actions/IOU.ts
#	src/pages/iou/request/step/IOURequestStepParticipants.tsx
@paultsimura paultsimura changed the title WIP: distance sharing fix: distance request sharing Jan 16, 2025
@paultsimura paultsimura marked this pull request as ready for review January 16, 2025 19:14
@paultsimura paultsimura requested a review from a team as a code owner January 16, 2025 19:14
@melvin-bot melvin-bot bot requested review from Pujan92 and removed request for a team January 16, 2025 19:14
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melvin-bot bot commented Jan 16, 2025

@Pujan92 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]

@paultsimura
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@Pujan92 please test this one carefully because the flow is quite diverse, and there were some regressions last time.

@paultsimura
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@Pujan92 bump for review.

# Conflicts:
#	src/components/MoneyRequestConfirmationListFooter.tsx
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Pujan92 commented Jan 20, 2025

I will review this tomorrow

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@Pujan92 what's the review status? Every day I have to fix new conflicts...

# Conflicts:
#	src/libs/API/parameters/ShareTrackedExpenseParams.ts
#	src/libs/actions/IOU.ts
#	src/pages/iou/request/step/IOURequestStepParticipants.tsx
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Pujan92 commented Jan 23, 2025

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
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    • I verified the steps for local testing are in the Tests section
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    • 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
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    • 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 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
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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.
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

#46897

Screen.Recording.2025-01-23.at.22.31.07.mp4

#53995

Screen.Recording.2025-01-23.at.22.24.47.mov

#53991

Screen.Recording.2025-01-23.at.22.45.06.mov

#54066

Screen.Recording.2025-01-23.at.22.36.12.mov
MacOS: Desktop

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LGTM and tested
#46897
#53995
#53991
#54066

@melvin-bot melvin-bot bot requested a review from neil-marcellini January 23, 2025 17:18
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Great work on round #2. It looks like we verified it's not causing any of the blockers that occurred before so that's great, thanks for the testing.

I want to make some of the comments more clear before we merge this, because the code can be pretty confusing without them IMO.

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Looks great now, thanks for the updates!

@neil-marcellini neil-marcellini merged commit 62b85e8 into Expensify:main Jan 23, 2025
17 checks passed
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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/neil-marcellini in version: 9.0.90-0 🚀

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

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🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.0.90-6 🚀

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

function getForExpenseMovedFromSelfDM(destinationReportID: string) {
const destinationReport = allReports?.[`${ONYXKEYS.COLLECTION.REPORT}${destinationReportID}`];
const rootParentReport = getRootParentReport(destinationReport);

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We've ended up adding another message for the case when the destination chat in Self DM: #56202

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4 participants