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[HOLD] Feat: Update how GBR is determined for IOU/expense reports #29778

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merged 15 commits into from
Oct 31, 2023

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@waterim waterim commented Oct 17, 2023

Details

This PR is to add tests to IOUTests.js file for submitReport function

Fixed Issues

$ #29595

Tests

N/A

  • Verify that no errors appear in the JS console

Offline tests

Same as tests

QA Steps

N/A

  • 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
    • iOS / native
    • iOS / Safari
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    • 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 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 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
      • 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:
    • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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.
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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  • 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)
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    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
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Behaviour is the same for all platforms, attaching screenshots for focused and most recent for IOU green dot

Web

Most recent:

image

Focus:

image

@waterim waterim changed the title Feat: Update how GBR is determined for IOU/expense reports [HOLD] Feat: Update how GBR is determined for IOU/expense reports Oct 18, 2023
@@ -116,8 +116,7 @@ function OptionRowLHN(props) {

const hasBrickError = optionItem.brickRoadIndicator === CONST.BRICK_ROAD_INDICATOR_STATUS.ERROR;
const defaultSubscriptSize = optionItem.isExpenseRequest ? CONST.AVATAR_SIZE.SMALL_NORMAL : CONST.AVATAR_SIZE.DEFAULT;
const shouldShowGreenDotIndicator =
!hasBrickError && (optionItem.isUnreadWithMention || optionItem.isWaitingForTaskCompleteFromAssignee || ReportUtils.isWaitingForIOUActionFromCurrentUser(optionItem));
const shouldShowGreenDotIndicator = !hasBrickError && (optionItem.isUnreadWithMention || optionItem.isWaitingForTaskCompleteFromAssignee || ReportUtils.shouldShowGBR(optionItem));
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Maybe it would be cleaner if we move isUnreadWithMention and isWaitingForTaskCompleteFromAssignee into the shouldShowGBR function. So all the logic of when to show GBR is in there.

@waterim waterim marked this pull request as ready for review October 24, 2023 00:45
@waterim waterim requested a review from a team as a code owner October 24, 2023 00:45
@melvin-bot melvin-bot bot removed the request for review from a team October 24, 2023 00:45
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melvin-bot bot commented Oct 24, 2023

@akinwale 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]

@melvin-bot melvin-bot bot requested a review from akinwale October 24, 2023 00:45
@@ -431,7 +430,7 @@ describe('Sidebar', () => {
expect(screen.queryAllByTestId('Pin Icon')).toHaveLength(1);
expect(screen.queryAllByTestId('Pencil Icon')).toHaveLength(1);
expect(lodashGet(displayNames, [0, 'props', 'children'])).toBe('One, Two');
expect(lodashGet(displayNames, [1, 'props', 'children'])).toBe('Email Two owes $100.00');
expect(lodashGet(displayNames, [1, 'props', 'children'])).toBe('Email Two paid $100.00');
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Why does this change from owes to paid if all we're doing in this PR is determining whether or not the GBR should be displayed?

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I was thinking about the same thing, but tests were failing, because they were receiving this

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Probably more places where “ hasOutstandingIOU” was doing something
Cc: @puneetlath

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Yeah, I assumed tests failing meant something probably broke in the logic. 😅

Will wait for input from @puneetlath.

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@akinwale updated, changed to previous, hasOutstandingIOU was needed for a correct behaviour

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It looks like this change is no longer in the code? I didn't see it when reviewing.

src/libs/ReportUtils.js Outdated Show resolved Hide resolved
src/libs/ReportUtils.js Show resolved Hide resolved
@@ -179,7 +179,7 @@ function getOrderedReportIDs(currentReportId, allReportsDict, betas, policies, p
reportsToDisplay.forEach((report) => {
if (report.isPinned) {
pinnedReports.push(report);
} else if (ReportUtils.isWaitingForIOUActionFromCurrentUser(report)) {
} else if (ReportUtils.shouldShowGBR(report)) {
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Instead of having a separate section for outstandingIOUReports. Can we just include this in the pinned reports group?

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This will cause multiple changes in tests, but sure, will do that

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If you prefer to handle it in a separate PR that is also fine.

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Does it make sense to have it sorted together?
I mean we always want to have pinned and just after green dots

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I think we'd just do if (report.isPinned || ReportUtils.shouldShowGBR(report)) pinnedReports.push(report);

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But what if green dot report will be before the pinned report, is it a correct behavior?

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Yep that's fine. We want them to be treated the same from an ordering perspective.

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Yep that's fine. We want them to be treated the same from an ordering perspective.

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Updated and updated few tests as it doesnt sort IOU reports and pinned and IOU reports have the same order priority

src/types/onyx/Report.ts Outdated Show resolved Hide resolved
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@waterim are you sure this is working in #focus mode? I tried testing it with an account that had hasOutstandingChildRequest set on some reports and then switching to focus mode and the reports didn't show up in the LHN.

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waterim commented Oct 24, 2023

@waterim are you sure this is working in #focus mode? I tried testing it with an account that had hasOutstandingChildRequest set on some reports and then switching to focus mode and the reports didn't show up in the LHN.

Will test it once again, was working, but maybe was testing in a wrong way

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waterim commented Oct 27, 2023

@puneetlath Fixed the issue and resolved conflicts!

// Current user is an admin and the report has been approved but not settled yet
return policy.role === CONST.POLICY.ROLE.ADMIN && isReportApproved(report);
if (report.isWaitingForTaskCompleteFromAssignee) {
return true;
}

// Money request waiting for current user to add their credit bank account
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@waterim actually, we've decided to treat this condition like the others. If a report is waiting on bank account, we will add the hasOutstandingChildRequest to the parent for the submitter and show the green dot on the parent. So let's remove this condition.

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@waterim I think we should remove this whole block:

    // Money request waiting for current user to add their credit bank account
    // hasOutstandingIOU will be false if the user paid, but isWaitingOnBankAccount will be true if user don't have a wallet or bank account setup
    if (!report.hasOutstandingIOU && report.isWaitingOnBankAccount && report.ownerAccountID === currentUserAccountID) {
        return true;
    }

src/libs/ReportUtils.js Outdated Show resolved Hide resolved
src/types/onyx/Report.ts Outdated Show resolved Hide resolved
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waterim commented Oct 30, 2023

@puneetlath Resolved conflicts once again, second time for the last 3 hours :D

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@waterim you have a conflict.

@akinwale can you re-test? We've deployed the back-end changes for setting the hasOutstandingChildRequest field properly when returning the chats upon login in both most recent mode and focus mode. So it should be possible to test both of those now.

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waterim commented Oct 30, 2023

@puneetlath no conflicts, please try to refresh the page

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akinwale commented Oct 31, 2023

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
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • 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
  • I verified proper code patterns were followed (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 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
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  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
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    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
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Screenshots/Videos

Android: Native

29778-android-native

Android: mWeb Chrome

29778-android-chrome

iOS: Native

29778-ios-native

iOS: mWeb Safari

29778-ios-safari

MacOS: Chrome / Safari

29778-web

MacOS: Desktop

29778-desktop

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LGTM.

Tests well.

@melvin-bot melvin-bot bot requested a review from puneetlath October 31, 2023 19:23
// Current user is an admin and the report has been approved but not settled yet
return policy.role === CONST.POLICY.ROLE.ADMIN && isReportApproved(report);
if (report.isWaitingForTaskCompleteFromAssignee) {
return true;
}

// Money request waiting for current user to add their credit bank account
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@waterim I think we should remove this whole block:

    // Money request waiting for current user to add their credit bank account
    // hasOutstandingIOU will be false if the user paid, but isWaitingOnBankAccount will be true if user don't have a wallet or bank account setup
    if (!report.hasOutstandingIOU && report.isWaitingOnBankAccount && report.ownerAccountID === currentUserAccountID) {
        return true;
    }

* Determines if a report has an IOU that is waiting for an action from the current user (either Pay or Add a credit bank account)
* Determines if a report should show a GBR (green dot) in the LHN. This can happen when the report:
- is unread and the user was mentioned in one of the unread comments
- is for an outstanding task waiting on the user
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I don't see the task case covered in the function. Shouldn't it be?

const draftReports: Report[] = [];
const nonArchivedReports: Report[] = [];
const archivedReports: Report[] = [];
reportsToDisplay.forEach((report) => {
if (report.isPinned) {
if (report.isPinned ?? ReportUtils.shouldShowGBR(report)) {
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Why ?? instead of ||?

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New lint rules

@puneetlath puneetlath merged commit dd4a7bb into Expensify:main Oct 31, 2023
14 of 15 checks passed
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@waterim I pushed some commits to try to get it merged today. I hope you don't mind!

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waterim commented Nov 1, 2023

@puneetlath ah, sure, no problem, sorry for a late answer, thats a Halloween night and was not near to computer during the evening

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All good! We got it across the finish line 🙌🏾

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3 participants