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fix: [Dupe detection] Tax code review step shows empty option when workspace does not have tax rate #48958

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Fixed Issues

$ #47796
PROPOSAL: #47796 (comment)

Tests

  1. Workspace A has tax rates.
  2. Workspace B does not have Taxes feature (disabled)
  3. Go to staging.new.expensify.com
  4. Go to workspace chat (workspace A)
  5. Submit an expense with tax rate
  6. Go to workspace chat (workspace B)
  7. Submit the same expense as Step 3 but without tax rate
  8. Submit another expense (any amount) to workspace chat (workspace B)
  9. Open transaction thread of the expense submitted in Step 5
  10. Click Review duplicates
  11. Click Keep this one (any)
  12. Verify Tax code review page is skipped
  • Verify that no errors appear in the JS console

Offline tests

  1. Workspace A has tax rates.
  2. Workspace B does not have Taxes feature (disabled)
  3. Go to staging.new.expensify.com
  4. Go to workspace chat (workspace A)
  5. Submit an expense with tax rate
  6. Go to workspace chat (workspace B)
  7. Submit the same expense as Step 3 but without tax rate
  8. Submit another expense (any amount) to workspace chat (workspace B)
  9. Open transaction thread of the expense submitted in Step 5
  10. Click Review duplicates
  11. Click Keep this one (any)
  12. Verify Tax code review page is skipped

QA Steps

  1. Workspace A has tax rates.
  2. Workspace B does not have Taxes feature (disabled)
  3. Go to staging.new.expensify.com
  4. Go to workspace chat (workspace A)
  5. Submit an expense with tax rate
  6. Go to workspace chat (workspace B)
  7. Submit the same expense as Step 3 but without tax rate
  8. Submit another expense (any amount) to workspace chat (workspace B)
  9. Open transaction thread of the expense submitted in Step 5
  10. Click Review duplicates
  11. Click Keep this one (any)
  12. Verify Tax code review page is skipped
  • 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 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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    • 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
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    • A similar style doesn't already exist
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    • I verified that all the inputs inside a form are aligned with each other.
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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.

Screenshots/Videos

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

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
@Krishna2323 Krishna2323 requested a review from a team as a code owner September 11, 2024 06:19
@melvin-bot melvin-bot bot requested review from brunovjk and removed request for a team September 11, 2024 06:19
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melvin-bot bot commented Sep 11, 2024

@brunovjk 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]

@Krishna2323 Krishna2323 marked this pull request as draft September 11, 2024 06:19
@Krishna2323
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Though the PR works, I'm a bit confused about the flow at the moment. I will comment on all the possible solutions today and move forward with whatever seems like the best approach.

@brunovjk
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Though the PR works, I'm a bit confused about the flow at the moment. I will comment on all the possible solutions today and move forward with whatever seems like the best approach.

Great :D Let me know if/when I can assit.

@Krishna2323
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Krishna2323 commented Sep 13, 2024

I apologize for the delay. Unfortunately, my health has not been well over the past two weeks, which has caused some setbacks. I understand that this PR, along with a few others, has been delayed, but I am making every effort to complete it this weekend. Much of my time has been spent away from my workplace. However, I am committed to finishing the PRs by the end of the weekend.

Thank you for your understanding, and I sincerely apologize again 🙏🏻.

@Krishna2323
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Working on this, hopefully this will be ready for review in 1-2 hours.

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
@Krishna2323
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Wasn't able to complete this yesterday :(, this once is bit complex. Will work again today.

@brunovjk
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Wasn't able to complete this yesterday :(, this once is bit complex. Will work again today.

Good work @Krishna2323 ! Let's me know if can help .

@Krishna2323
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I have changed my approach a bit from my proposal here. However, the behavior remains the same.

We will skip the tax selection page if the policy does not include any tax codes extracted from different transactions. For example:

  • If we have T1, T2, and T3, which are duplicate transactions from different policies, and T1 and T2 have different tax codes, while T3 has no tax code:

    • If we keep the T3 transaction, the tax code review will be skipped, as T3 does not have a matching tax code in the policy.
    • If we keep T1 or T2, the tax code review will be shown if T1 or T2 have tax codes that match their respective policies.
    • If T1’s policy does not include the tax code from the T2 transaction, the tax code review will be skipped, as there will be no tax code to select.

@brunovjk, what do you think about the implemented behaviour?

NOTE: in the video below, we are showing the tax code and tax amount field for the transaction does not have these fields, I'm working on it and this will be fixed soon.

Monosnap.screencast.2024-09-17.06-30-04.mp4

@brunovjk
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@Krishna2323 I'm dealing with some problems with my internet. I'll come back here as soon as I resolve it. Thank you

@brunovjk
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I'm back @Krishna2323 :D Now at full steam. I'll review it and let you know.

@brunovjk
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I have changed my approach a bit from my proposal here.

@pecanoro I’ve tested the recent changes, and everything runs fine without errors. The original issue appears to be resolved. However, before we proceed, could you confirm if the updated behavior, as mentioned in @Krishna2323's comment, aligns with our project expectations? Specifically, we need to ensure the behavior regarding the tax code selection is correct. Once you confirm, I will do a detailed code review and complete the checklist. Is it ok? Thank you!

@pecanoro pecanoro self-requested a review September 20, 2024 14:48
@pecanoro
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@brunovjk @Krishna2323 Yeah, I think that's the best behavior. Thank you for handling edge cases.

@brunovjk
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@brunovjk @Krishna2323 Yeah, I think that's the best behavior. Thank you for handling edge cases.

Awesome!! Thank you very much @pecanoro, I will continue with the checklist.

@brunovjk
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@Krishna2323 Would you mind merging main to update the branch? Thanks.

@pecanoro pecanoro marked this pull request as ready for review September 23, 2024 15:19
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3 participants