[HOLD Web-E 44237] fix: distance - share with accountant

[paultsimura]

Details

This PR is intended to fix several issues with the tracked distance expenses shared with accountants.

Fixed Issues

$ https://github.com/Expensify/App/issues/46897 PROPOSAL: https://github.com/Expensify/App/issues/46897#issuecomment-2418927514

Tests

Same as QA

Offline tests

Same as QA

QA Steps

Violation flow

1. Create a workspace if needed
2. Enable distance rates in settings from more features
3. Add a custom rate
4. Edit the default rate to a different value
5. Open the chat with yourself
6. Track a Distance expense
7. In the Concierge prompt, click "Share it with my accountant"
8. Select a workspace
9. Verify there's an error on the rate field instructing you to choose a workspace rate
10. Verify you can't submit the expense with the error present
11. Select a workspace rate
12. Verify the error clears
13. Submit the expense
14. Verify it's moved to the workspace
15. Verify it uses with the proper rate and distance, and the receipt image is updated

Auto-select rate flow

1. Open the chat with yourself
2. Track a Distance expense
3. Check the mileage rate automatically set on the request
4. Create a workspace if needed
5. Enable distance rates in settings from more features
6. Add a custom rate with the exact same value as in the step 3
7. Go back to the chat with yourself
8. In the Concierge prompt, click "Share it with my accountant"
9. Select a workspace
10. Verify there is no error on the rate field
11. Click the "Rate" field
12. Verify the custom rate which you've added in step 6 is automatically marked as "Selected"
13. Submit the expense
14. Verify it's moved to the workspace
15. Verify it uses with the proper rate and distance, and the receipt image is updated

PR Author Checklist

• [x] I linked the correct issue in the ### Fixed Issues section above
• [x] I wrote clear testing steps that cover the changes made in this PR
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Screenshots/Videos

Android: Native

https://github.com/user-attachments/assets/8ce7c4e7-bd72-44dc-b32b-fd06f6e09fde

Android: mWeb Chrome

https://github.com/user-attachments/assets/f6959411-83ab-4f5c-b7a6-8ccee49d7618

iOS: Native

https://github.com/user-attachments/assets/8cdf3000-b2f2-4d35-9fbe-e466bc6a83ba

iOS: mWeb Safari

https://github.com/user-attachments/assets/11180786-7967-4df0-8231-3df778cb7aad

MacOS: Chrome / Safari

https://github.com/user-attachments/assets/fb842c03-a5da-4d4e-b2b7-bd7c99719107

MacOS: Desktop

https://github.com/user-attachments/assets/c2491a44-9e04-4f9e-b675-e38a1e8a2068

[paultsimura]

Made some progress on the PR today.

[paultsimura]

With the recent changes, seems like the flow works fine (please see the recordings). Still need the "Moved expense" copy though.

[melvin-bot[bot]]

@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]

[paultsimura]

@Pujan92 I believe only the copy is pending here, therefore you can start testing the flow.

[neil-marcellini]

I asked for a copy check on the issue

[paultsimura]

@neil-marcellini since we went live with the P2P distance requests, will there be any cleanup for the canUseP2PDistanceRequests usages?

[paultsimura]

@neil-marcellini for the in-existing rate, would this format work (message TBD)?

---

When incorrect route is selected, we don't show the field error, but a form error at the bottom. I'm wondering if we should keep this behavior consistent (I just added the RBR for better clarity of which field is faulty):

[neil-marcellini]

@neil-marcellini since we went live with the P2P distance requests, will there be any cleanup for the canUseP2PDistanceRequests usages?

I already removed all of them on main, so please make sure that's removed here too.

[neil-marcellini]

@paultsimura I like what you did there with the RBR on the field and the form error message at the bottom. If you want, you could also do that for the route error, or tackled that in a separate PR.

[paultsimura]

Got a bit stuck on the PR – asked a couple of clarifying questions here.

[paultsimura]

@neil-marcellini @Pujan92 the PR is almost ready. However, I have an issue with the dependency cycle.

We've agreed on using the root level report name in the MODIFIEDEXPENSE message: moved expense from self DM to chat with {username} or moved expense from self DM to {workspace name}.

I'd like to reuse the ReportUtils.getReportName function inside the ModifiedExpenseMessage.getForReportAction, but ReportUtils.getReportName uses ModifiedExpenseMessage.getForReportAction in one specific case:

https://github.com/Expensify/App/blob/c049ac7ec616db1d936c021b08b17a35eb418fd3/src/libs/ReportUtils.ts#L4015-L4018

What would be your suggestion to avoid this cycle? It's nearly impossible to decouple the ReportUtils.getReportName as it uses a lot of the utilitary functions, such as isGroupChat, isPolicyExpenseChat, etc.

I could potentially move all of these functions into separate files and export them all from ReportUtils/index.ts, but it will create a dozen of one-file functions.

Or I could force allow the dependency cycle.

But maybe you could suggest a more elegant approach.

[paultsimura]

I ended up splitting ReportUtils.getReportName and allowing the indirect dependency cycle. It should be resolved after https://expensify.slack.com/archives/C01GTK53T8Q/p1733492380567339.

[paultsimura]

Ready for your review @Pujan92.

[neil-marcellini]

The Web-E PR is on staging now so you should be able to fully test it. I'll remove HOLD once it's on prod, which should happen on Monday.

[Pujan92]

Reviewer Checklist

• [x] I have verified the author checklist is complete (all boxes are checked off).
• [x] I verified the correct issue is linked in the ### Fixed Issues section above
• [x] I verified testing steps are clear and they cover the changes made in this PR
  • [x] I verified the steps for local testing are in the Tests section
  • [x] I verified the steps for Staging and/or Production testing are in the QA steps section
  • [x] 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)
  • [x] 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)
• [x] I checked that screenshots or videos are included for tests on all platforms
• [x] I included screenshots or videos for tests on all platforms
• [x] I verified tests pass on all platforms & I tested again on:
  • [x] Android: Native
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  • [x] iOS: Native
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  • [x] 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).
  • [x] I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • [x] I verified that comments were added to code that is not self explanatory
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  • [x] I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
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  • [x] 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)
  • [x] 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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• [x] If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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• [x] 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)
• [x] 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.
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Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

https://github.com/user-attachments/assets/ba33f1ac-0b39-449a-9546-f5928d28cfdd

MacOS: Desktop

[Pujan92]

Only issue I am seeing is that there is some distance unit(km and ml) inconsistency after the rate selection and with the price in the preview.

https://github.com/user-attachments/assets/c180ad6d-1c29-45ea-81da-f1611a353139

[paultsimura]

Only issue I am seeing is that there is some distance unit(km and ml) inconsistency after the rate selection and with the price in the preview.

https://github.com/user-attachments/assets/c180ad6d-1c29-45ea-81da-f1611a353139

I saw that too, but it should be out of scope here

[neil-marcellini]

@paultsimura can you please explain why the bug with the unit inconsistency should be out of scope? It seems like something we can and should fix as part of this flow.

[paultsimura]

@paultsimura can you please explain why the bug with the unit inconsistency should be out of scope? It seems like something we can and should fix as part of this flow.

Because it is something that already exists in prod (so not caused by my changes) and is not described in the initial issue steps and expectations. Also, the nature of the bug is different from the one we are resolving now, although it's also related to the "share expense" flow.

If we want to fix this as well, I would like to request bounty bump to $500 as it is a good chunk of extra work — we've already expanded the scope on this PR compared to the accepted proposal.

[OSBotify]

:hand: This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[github-actions[bot]]

🚀 Deployed to staging by https://github.com/neil-marcellini in version: 9.0.75-0 🚀

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

[izarutskaya]

@paultsimura QA team faund issue https://github.com/Expensify/App/issues/53988 when validation this PR

https://platform.applause.com/services/links/v1/external/07fed6d6849dcbd2b4edb695dce1fc38808aad5a2d21e3ea58e4b987c6878c11

[paultsimura]

@paultsimura QA team found issue #53988 when validation this PR

Thanks @izarutskaya, we've already established that it's only been revealed by this PR, not caused by it.

[Julesssss]

Hey @paultsimura @Pujan92 @neil-marcellini. We have a blocker that might be related to these distance changes. Users are now unable to change distance rate because backend is not receiving the required customUnit.name data. Which seems possibly related to these changes.

If you could take a quick look that would be very helpful.

[paultsimura]

That issue indeed seems to be caused by this PR, although it looks BE to me. I replied in your GH, let's keep the conversation there for clarity.

[github-actions[bot]]

🚀 Deployed to production by https://github.com/luacmartins in version: 9.0.75-6 🚀

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