[Policy Change Logs] Implement policy change log for: Taxes - set/change default tax rates, change custom tax name

[rayane-d]

Explanation of Change

Second attempt after issue #78804
Explanation: https://github.com/Expensify/Expensify/issues/568318#issuecomment-3726325964

PR:

• https://github.com/Expensify/Auth/pull/19122

Cleanup issue:

• https://github.com/Expensify/Expensify/issues/588218

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/568318
PROPOSAL: N/A

Tests

Prerequisites

• A workspace
• Admin access to the workspace
• Go to workspace settings
• Make any change that generates a changelog (e.g., rename the workspace) twice to ensure the system messages thread exists
• Go to the workspace #admins room
• Verify that a system messages thread is created

---

Test Steps 1

1. Open the App
2. Navigate to workspace > More features > Enable Taxes
3. Go to Taxes > Setting. Don't make any change
4. Navigate to the #admins room

Expected Result:

• Only one change log should be created: enabled tax tracking
• The following change logs with empty previous values should NOT be created:
  - changed the custom tax name to "Tax" (previously "")
  - changed the workspace currency default tax rate to "Tax exempt" (previously "")
  - changed the foreign currency default tax rate to "Tax exempt" (previously "")

Screen.Recording.2026-02-10.at.8.09.08.PM.mov

Test Steps 2

Steps:

1. Navigate to Settings > Workspaces > [Your Workspace] > More features
2. Enable Taxes
3. Navigate to Settings > Workspaces > [Your Workspace] > Taxes
4. Click on the Settings button in the top right
5. Click on the Custom tax name field
6. Change the custom name
7. Save it
8. Navigate to the #admins room
9. Open the system messages thread

Expected Results:

• A changelog entry appears in the system messages thread in the #admins room
• Message format: changed the custom tax name to "Taxes" (previously "Tax")
• The format matches: changed the custom tax name to "<NewValue>" (previously "<OldValue>")
• The LHN sidebar preview shows the correct changelog message text
• Right-click on the changelog entry, copy the message, and verify that the copied text matches the displayed message exactly
• Change app language, and verify that the changelog message is translated as expected
• Create a thread under the changelog comment, and verify that the thread report title displays the changelog message correctly

Screen.Recording.2026-02-10.at.8.11.19.PM.mov

Test Steps 3

1. Navigate to Settings > Workspaces > [Your Workspace] > Taxes
2. Add some tax rates
3. Click on the Settings button in the top right
4. Click on the Workspace currency default field
5. Change the default tax
6. Navigate to the #admins room
7. Open the system messages thread

Expected Results:

• A changelog entry appears in the system messages thread in the #admins room
• Message format: changed the workspace currency default tax rate to "Tax exempt" (previously "Tax Rate 1")
• The format matches: changed the workspace currency default tax rate to "<NewValue>" (previously "<OldValue>")
• The LHN sidebar preview shows the correct changelog message text
• Right-click on the changelog entry, copy the message, and verify that the copied text matches the displayed message exactly
• Change app language, and verify that the changelog message is translated as expected
• Create a thread under the changelog comment, and verify that the thread report title displays the changelog message correctly

Screen.Recording.2026-02-10.at.8.14.01.PM.mov

Test Steps 4

1. Navigate to Settings > Workspaces > [Your Workspace] > Taxes
2. Click on the Settings button in the top right
3. Click on the Foreign currency default field
4. Change the default tax
5. Navigate to the #admins room
6. Open the system messages thread

Expected Results:

• A changelog entry appears in the system messages thread in the #admins room
• Message format: changed the foreign currency default tax rate to "Tax Rate 1" (previously "Tax exempt")
• The format matches: changed the foreign currency default tax rate to "<NewValue>" (previously "<OldValue>")
• The LHN sidebar preview shows the correct changelog message text
• Right-click on the changelog entry, copy the message, and verify that the copied text matches the displayed message exactly
• Change app language, and verify that the changelog message is translated as expected
• Create a thread under the changelog comment, and verify that the thread report title displays the changelog message correctly

Screen.Recording.2026-02-10.at.8.14.27.PM.mov

• Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Same as tests

• 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).
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  • Android: Native
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  • iOS: Native
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• 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:
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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.
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• 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

[melvin-bot]

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

1. Look at the code and make sure there are no malicious changes.
2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

[codecov]

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines	Coverage Δ
src/CONST/index.ts	87.39% <ø> (ø)
src/libs/ReportNameUtils.ts	80.56% <100.00%> (+0.62%)	⬆️
src/libs/SidebarUtils.ts	78.23% <100.00%> (+0.23%)	⬆️
src/pages/inbox/report/PureReportActionItem.tsx	53.82% <100.00%> (+0.33%)	⬆️
src/libs/OptionsListUtils/index.ts	81.02% <90.90%> (+0.08%)	⬆️
src/libs/ReportActionsUtils.ts	51.10% <80.00%> (+0.60%)	⬆️
...es/inbox/report/ContextMenu/ContextMenuActions.tsx	0.66% <0.00%> (-0.01%)	⬇️
... and 32 files with indirect coverage changes

[rayane-d]

on hold on https://github.com/Expensify/Expensify/issues/588218

[melvin-bot]

@MariaHCD 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]

[JmillsExpensify]

This is a product approved change.

[MariaHCD]

Please ping me when this is ready for a review from me :) Or are we expecting a different internal engineer to review this?

[rayane-d]

Small nitpick but changed the default tax for foreign currency to "Tax Rate 1" (previously "Tax exempt") in the testing steps doesn't match the actual message, we don't want to confuse the QA team.

Updated 👍

[Ollyws]

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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
• I verified tests pass on all platforms & I tested again on:
  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
• 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 there are no new alerts related to the canBeMissing param for useOnyx
• 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 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 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 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)
• 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
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• If any new file was added I verified that:
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• 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 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.
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

[Ollyws]

LGTM.

[melvin-bot]

🎯 @Ollyws, thanks for reviewing and testing this PR! 🎉

An E/App issue has been created to issue payment here: #82685.

[melvin-bot]

@truph01 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]

[JmillsExpensify]

Looks like we just lack internal engineering review and then we're good to merge this one.

[github-actions]

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