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Allow Adding a category to a Split Bill #27936

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rezkiy37
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@rezkiy37 rezkiy37 commented Sep 21, 2023

Details

The PR introduces categories for split bills when a participant is a workspace. The app shows categories only for workspace participants with categories. All other cases users cannot add a category to a split bill request.

By the way, we unified a fix to get a reportID for categories and tags. More info here - #27936 (comment).

Fixed Issues

$ #26506
PROPOSAL: N/A

Tests

Note: the backend is not ready yet to handle categories for split bills. Also, there is no UI to verify that in a newly created split bill there is a category.

1. Split bill with a category

  1. Click on "+" (FAB).
  2. Click on "Request Money".
  3. Click on "Split" on a participant that is a workspace and has categories.
  4. Click on "Show more".
  5. Verify that there is "Category" field.
  6. Click on the field.
  7. Verify that you can select/deselect a category.
  8. Click on "Split".
  9. Verify that the app redirects you to a chat page with a newly created split bill.
  10. Verify that no errors happened.

2. Split bill without a category

  1. Click on "+" (FAB).
  2. Click on "Request Money".
  3. Click on "Split" on any participant that does not have categories like a regular user.
  4. Click on "Show more".
  5. Verify that there isn't "Category" field.
  6. Click on "Split".
  7. Verify that the app redirects you to a chat page with a newly created split bill.
  8. Verify that no errors happened.

3. Request money with a tag

  1. Click on "+" (FAB).
  2. Click on "Request Money".
  3. Click on a participant that is a workspace and has tags.
  4. Click on "Show more".
  5. Verify that there is "Tag" field.
  6. Click on "Request".
  7. Verify that the app redirects you to a chat page with a newly created money request.
  8. Verify that no errors happened.

4. Request money without a tag

  1. Click on "+" (FAB).
  2. Click on "Request Money".
  3. Click on any participant that does not have tags like a regular user.
  4. Click on "Show more".
  5. Verify that there isn't "Tag" field.
  6. Click on "Request".
  7. Verify that the app redirects you to a chat page with a newly created money request.
  8. Verify that no errors happened.
  • Verify that no errors appear in the JS console

Offline tests

Same as "Tests".

QA Steps

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 / Chrome
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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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    • If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
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    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG))
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Screenshots/Videos

Web
Chrome.mp4
Chrome.Offline.mp4
Safari.mp4
SB.Tag.mp4
Mobile Web - Chrome
Android.Chrome.mp4
Mobile Web - Safari
IOS.Safari.mp4
Desktop
Desktop.mp4
iOS
IOS.mp4
Android
Android.mp4

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@rezkiy37 rezkiy37 marked this pull request as ready for review September 26, 2023 13:22
@rezkiy37 rezkiy37 requested a review from a team as a code owner September 26, 2023 13:22
@melvin-bot melvin-bot bot requested review from hoangzinh and removed request for a team September 26, 2023 13:22
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melvin-bot bot commented Sep 26, 2023

@hoangzinh 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]

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I think we could split this PR into 2 PR: one for "Adding a category" and another PR to fix bugs. It will make it easier to code review and only revert the related PR if it causes any regression bugs.

src/components/MoneyRequestConfirmationList.js Outdated Show resolved Hide resolved
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src/pages/iou/MoneyRequestTagPage.js Outdated Show resolved Hide resolved
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@rezkiy37
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rezkiy37 commented Oct 4, 2023

@hoangzinh, I've fixed a case when the app saves category and tag between different split bills/money requests here -
df19f03. I included a tag value as well, because it is from the same feature Wave 6 and should have the same behaviour.

Clear.values.mp4

@hoangzinh
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@rezkiy37 Could you share how to setup tags for a policy in OldDot? I tried to find it in OldDot but I couldn't, I can only found tags for Individual polices. Thanks

Screen.Recording.2023-10-04.at.22.00.51.mov

@rezkiy37
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rezkiy37 commented Oct 4, 2023

@hoangzinh, please check it out - #28151 (comment).

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LGTM. Great work @rezkiy37

@melvin-bot melvin-bot bot requested a review from puneetlath October 4, 2023 17:09
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One small comment. Otherwise, looks great!

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@puneetlath puneetlath merged commit 068e59e into Expensify:main Oct 9, 2023
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OSBotify commented Oct 9, 2023

✋ 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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OSBotify commented Oct 9, 2023

🚀 Deployed to staging by https://github.com/puneetlath in version: 1.3.80-0 🚀

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

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🚀 Deployed to production by https://github.com/jasperhuangg in version: 1.3.80-3 🚀

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

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🚀 Deployed to staging by https://github.com/puneetlath in version: 1.3.81-0 🚀

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

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🚀 Deployed to production by https://github.com/jasperhuangg in version: 1.3.83-11 🚀

platform result
🤖 android 🤖 skipped 🚫
🖥 desktop 🖥 skipped 🚫
🍎 iOS 🍎 skipped 🚫
🕸 web 🕸 skipped 🚫

2 similar comments
@OSBotify
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🚀 Deployed to production by https://github.com/jasperhuangg in version: 1.3.83-11 🚀

platform result
🤖 android 🤖 skipped 🚫
🖥 desktop 🖥 skipped 🚫
🍎 iOS 🍎 skipped 🚫
🕸 web 🕸 skipped 🚫

@OSBotify
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🚀 Deployed to production by https://github.com/jasperhuangg in version: 1.3.83-11 🚀

platform result
🤖 android 🤖 skipped 🚫
🖥 desktop 🖥 skipped 🚫
🍎 iOS 🍎 skipped 🚫
🕸 web 🕸 skipped 🚫

@OSBotify
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🚀 Deployed to production by https://github.com/jasperhuangg in version: 1.3.83-11 🚀

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

@OSBotify
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🚀 Deployed to production by https://github.com/francoisl in version: 1.3.84-10 🚀

platform result
🤖 android 🤖 skipped 🚫
🖥 desktop 🖥 skipped 🚫
🍎 iOS 🍎 skipped 🚫
🕸 web 🕸 skipped 🚫

@OSBotify
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🚀 Deployed to production by https://github.com/francoisl in version: 1.3.84-10 🚀

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

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5 participants