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feat: Enable category field on unreported expenses#72977

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MrMuzyk wants to merge 9 commits into
Expensify:mainfrom
callstack-internal:feat/71784-category-field-reapply
Closed

feat: Enable category field on unreported expenses#72977
MrMuzyk wants to merge 9 commits into
Expensify:mainfrom
callstack-internal:feat/71784-category-field-reapply

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@MrMuzyk

@MrMuzyk MrMuzyk commented Oct 20, 2025

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Explanation of Change

Reapplies previously reverted PR that adds category field on unreported expenses

Fixed Issues

$ #71784
PROPOSAL:

Tests

Same as QA steps

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Prerequisites: Account has selfDM

Scenario A:
Precondition: User with a default workspace or only one non-default workspace

  1. Create a new tracked expense
  2. Go to selfDM
  3. Go to the expense
  4. Verify that the Category field is shown
  5. Click on the Category field
  6. Verify that you see the list of categories that is available for the default/only workspace
  7. Select one of the Categories
  8. Verify that the RHP closes/you're navigated back to the transaction view and the category field is properly populated

Scenario B:
Precondition: User with a several (2 or more) non-default workspaces

Create a new tracked expense

  1. Go to selfDM
  2. Go to the expense
  3. Verify that the Category field is shown
  4. Click on the Category field
  5. Verify that the workspace selector is shown
  6. Select one of the workspaces
  7. Verify that you see the list of categories that is available for the workspace you selected
  8. Select one of the Categories
  9. Verify that the RHP closes/you're navigated back to the transaction view and the category field is properly populated
  10. Go to the Workspaces tab
  11. Verify that the workspace you selected has now Default badge

Scenario C:
Preconditions:
Have at least 2 workspaces.
The account has no default workspace.

  1. Go to staging.new.expensify.com
  2. Create an expense without a category in a workspace chat
  3. Go to the expense thread
  4. Click on the Category field
  5. A category list is displayed

Scenario D:
Precondition: Account has self DM and a workspace.

  1. Go to self DM.
  2. Create a distance expense.
  3. Open the transaction thread.
  4. Click Category.
  5. Change the category.
  6. Rate field will not change to "Rate out of policy". after changing category.

Scenario E:
Precondition: Account only has a non-default workspace.

  1. Go to self DM.
  2. Create a manual expense.
  3. Go to Account > Troubleshoot > Clear cache and restart > Reset and refresh.
  4. Go back to self DM. Do not open workspace chat or workspace settings.
  5. Open the transaction thread.
  6. Click Category.
  7. Category will not load infinitely after reset app.

Scenario F:
Precondition: Account has self DM and a workspace.

  1. Go to self DM.
  2. Create a manual expense in self DM.
  3. Open the transaction thread.
  4. Click Category.
  5. Select a category.
  6. Go back to self DM.
  7. Click Submit it to someone.
  8. Select a workspace.
  9. On confirm page, Category field will show the selected category.

Scenario G:
Preconditions:
User is invited to the workspace.
User does not have other workspace.
The invited workspace has disabled Categories.

  1. Go to self DM.
  2. Create an expense in self DM.
  3. Open transaction thread.
  4. Click Category field.
  5. Category field should not appear for the invited member if workspace has no category.
  • 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)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (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
      • 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:
    • 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 followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • 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
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user 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.

Screenshots/Videos

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

@codecov

codecov Bot commented Oct 20, 2025

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Codecov Report

❌ Patch coverage is 12.00000% with 44 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
src/pages/SetDefaultWorkspacePage.tsx 0.00% 16 Missing ⚠️
src/components/Search/index.tsx 0.00% 11 Missing ⚠️
.../pages/iou/request/step/IOURequestStepCategory.tsx 0.00% 8 Missing ⚠️
...c/components/ReportActionItem/MoneyRequestView.tsx 0.00% 6 Missing ⚠️
src/ROUTES.ts 0.00% 1 Missing ⚠️
...gation/AppNavigator/ModalStackNavigators/index.tsx 50.00% 1 Missing ⚠️
...on/AppNavigator/Navigators/RightModalNavigator.tsx 0.00% 1 Missing ⚠️
Files with missing lines Coverage Δ
src/SCREENS.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts 75.00% <ø> (ø)
src/libs/ReportUtils.ts 74.60% <100.00%> (+0.17%) ⬆️
src/libs/Violations/ViolationsUtils.ts 66.77% <100.00%> (ø)
src/libs/actions/IOU.ts 63.31% <ø> (+0.22%) ⬆️
src/pages/ReportDetailsPage.tsx 58.08% <ø> (-0.13%) ⬇️
src/pages/home/report/PureReportActionItem.tsx 53.48% <ø> (-0.08%) ⬇️
...c/pages/iou/request/step/IOURequestStepUpgrade.tsx 0.00% <ø> (ø)
src/ROUTES.ts 10.90% <0.00%> (-0.02%) ⬇️
...gation/AppNavigator/ModalStackNavigators/index.tsx 8.37% <50.00%> (+0.13%) ⬆️
... and 5 more

... and 4 files with indirect coverage changes

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@MrMuzyk MrMuzyk closed this Oct 21, 2025
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2 participants