show category picker in invoices confirmation #41723

gijoe0295 · 2024-05-07T04:55:52Z

Details

This PR shows category picker when creating invoices.

Fixed Issues

Tests

Note

Tags, Tax rate and Tax amount does not appear in IOU confirmation screen but appear in transaction report. This is a temporary fix until the BE supported those fields when creating invoices.

Press FAB >> Send invoice >> Select any participant and a Collect workspace with categories enabled
Verify in confirmation screen, the Category menu shows and you can select a category
If the workspace required user provided the merchant, verify Required appears in the Merchant field
Press Send invoice
Open transaction report
Verify you can change the category
Verify you can change the tags and tax, if any
=====
Create a new account
Click on FAB > Submit Expense
Enter the email and select participant
Verify app does not crash

Verify that no errors appear in the JS console

Offline tests

NA

QA Steps

Note

Tags, Tax rate and Tax amount does not appear in IOU confirmation screen but appear in transaction report. This is a temporary fix until the BE supported those fields when creating invoices.

Press FAB >> Send invoice >> Select any participant and a Collect workspace with categories enabled
Verify in confirmation screen, the Category menu shows and you can select a category
If the workspace required user provided the merchant, verify Required appears in the Merchant field
Press Send invoice
Open transaction report
Verify you can change the category
Verify you can change the tags and tax, if any
=====
Create a new account
Click on FAB > Submit Expense
Enter the email and select participant
Verify app does not crash

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

video_2024-05-03_17-37-08.mp4

Android: mWeb Chrome

video_2024-05-03_19-31-42.mp4

iOS: Native

Screen.Recording.2024-05-03.at.17.28.12-source.mov

iOS: mWeb Safari

Screen.Recording.2024-05-03.at.17.03.14-source.mov

MacOS: Chrome / Safari

Screen.Recording.2024-05-03.at.19.29.28-source.mov

Screen.Recording.2024-05-07.at.12.05.37-source.mov

MacOS: Desktop

Screen.Recording.2024-05-03.at.16.30.07-source.mov

melvin-bot · 2024-05-07T05:02:46Z

@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]

Pujan92 · 2024-05-07T08:47:06Z

@gijoe0295 @cristipaval Are you facing the issue on dev main branch where the sent invoice disappears and OpenReport API calls repetitively? Due to that, I am struggling to test this PR properly.

Screen.Recording.2024-05-07.at.14.11.44.mov

gijoe0295 · 2024-05-07T09:31:38Z

@Pujan92 Yes I got it as well, the messages jumped in chaos, it moved to the top of the screen.

When you switched to another report and back, it would work properly.

Pujan92 · 2024-05-07T12:00:23Z

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
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I checked that screenshots or videos are included for tests on all platforms
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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 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)
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If any new file was added I verified that:
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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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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.
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: Native

mn2.webm

Android: mWeb Chrome

ma1.webm

iOS: Native

Simulator.Screen.Recording.-.iPhone.15.Pro.-.2024-05-04.at.16.02.18.mp4

iOS: mWeb Safari

Simulator.Screen.Recording.-.iPhone.15.Pro.-.2024-05-04.at.15.58.52.mp4

MacOS: Chrome / Safari

Screen.Recording.2024-05-04.at.15.48.57.mov

Screen.Recording.2024-05-07.at.14.09.20.mov

MacOS: Desktop

Screen.Recording.2024-05-04.at.16.05.27.mov

Pujan92

LGTM!

OSBotify · 2024-05-07T12:43:10Z

✋ 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 · 2024-05-09T02:38:22Z

🚀 Deployed to staging by https://github.com/cristipaval in version: 1.4.72-0 🚀

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

OSBotify · 2024-05-13T08:21:34Z

🚀 Deployed to production by https://github.com/Beamanator in version: 1.4.72-1 🚀

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

s77rt · 2024-06-18T00:53:01Z

src/components/MoneyRequestConfirmationList.tsx

+    // TODO: remove the !isTypeInvoice from this condition after BE supports tags for invoices: https://github.com/Expensify/App/issues/41281
+    const shouldShowTags = useMemo(() => isPolicyExpenseChat && OptionsListUtils.hasEnabledTags(policyTagLists) && !isTypeInvoice, [isPolicyExpenseChat, policyTagLists, isTypeInvoice]);

    // A flag for showing tax rate
-    const shouldShowTax = isTaxTrackingEnabled(isPolicyExpenseChat, policy);
+    // TODO: remove the !isTypeInvoice from this condition after BE supports tax for invoices: https://github.com/Expensify/App/issues/41281
+    const shouldShowTax = isTaxTrackingEnabled(isPolicyExpenseChat, policy) && !isTypeInvoice;


Is there a tracking issue for the BE implementation?

Not yet. Cc @danielrvidal @cristipaval We agreed earlier #41281 (comment) that we temporarily hide these fields/parameters until BE supports them in the SendInvoice API.

gijoe0295 added 2 commits May 7, 2024 11:49

show category picker in invoices confirmation

7e82fe5

revert redundant changes

5efa8a3

gijoe0295 marked this pull request as ready for review May 7, 2024 05:02

gijoe0295 requested a review from a team as a code owner May 7, 2024 05:02

melvin-bot bot requested review from Pujan92 and removed request for a team May 7, 2024 05:02

Pujan92 approved these changes May 7, 2024

View reviewed changes

melvin-bot bot requested a review from cristipaval May 7, 2024 12:03

cristipaval approved these changes May 7, 2024

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cristipaval merged commit 9cad715 into Expensify:main May 7, 2024
18 checks passed

github-actions bot mentioned this pull request May 9, 2024

Deploy Checklist: New Expensify 2024-05-09 #41874

Closed

37 tasks

cretadn22 mentioned this pull request May 9, 2024

Split expense - Merchant field is shown as required while making split expense #41886

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6 tasks

lanitochka17 mentioned this pull request May 9, 2024

[Re-test] Workspace - "Hmm it's not here" message appears briefly when changing tags #41905

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6 tasks

melvin-bot bot mentioned this pull request May 13, 2024

[HIGH][$250] Send invoice - Category is missing in confirmation page but it is present in invoice view #41281

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s77rt reviewed Jun 18, 2024

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show category picker in invoices confirmation #41723

show category picker in invoices confirmation #41723

gijoe0295 commented May 7, 2024 •

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s77rt Jun 18, 2024

gijoe0295 Jun 18, 2024

show category picker in invoices confirmation #41723

show category picker in invoices confirmation #41723

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gijoe0295 commented May 7, 2024 • edited Loading

Details

Fixed Issues

Tests

Offline tests

QA Steps

PR Author Checklist

Screenshots/Videos

melvin-bot bot commented May 7, 2024

Pujan92 commented May 7, 2024

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gijoe0295 commented May 7, 2024 •

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