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Remove Onyx.connect() usage for ONYXKEYS.COLLECTION.POLICY_TAGS in requestMoney function from src/libs/actions/IOU/TrackExpense.ts#89084

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software-mansion-labs:Guccio163/onyx-connect/policy_tags/requestMoney
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Remove Onyx.connect() usage for ONYXKEYS.COLLECTION.POLICY_TAGS in requestMoney function from src/libs/actions/IOU/TrackExpense.ts#89084
Guccio163 wants to merge 14 commits into
Expensify:mainfrom
software-mansion-labs:Guccio163/onyx-connect/policy_tags/requestMoney

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@Guccio163 Guccio163 commented Apr 28, 2026

Explanation of Change

This PR is part of a refactor to remove Onyx.connect for the keys: ONYXKEYS.COLLECTION.POLICY_TAGS from the src/libs/actions/IOU/TrackExpense.ts file and replace it with useOnyx.

It isolates the requestMoney function from the ONYXKEYS.COLLECTION.POLICY_TAGS Onyx.connect key .

Fixed Issues

$ #72721
PROPOSAL:

Tests

Test Steps

Setup: Sign in to a workspace that has at least one tag list configured (e.g. Department: Engineering, Design) with tags enabled.


Scenario 1 — Submit expense via confirmation page

Code path: useExpenseSubmission.tsrequestMoney

  1. Tap the FAB → Submit expense → select the workspace.
  2. Enter an amount and proceed to the confirmation page.
  3. Verify the Tag field shows tags from the workspace policy (e.g. Tag1, Tag2).
  4. Select a tag and confirm the expense.
  5. Open the created expense and verify the selected tag is visible in the details.

Scenario 2 — Submit expense directly from amount screen (skip confirmation)

Code path: IOURequestStepAmount.tsxrequestMoney (triggered when iouType is SUBMIT or REQUEST and the confirmation screen is skipped)

  1. Open a workspace expense report.
  2. Tap + to add an expense → enter an amount → confirm without going through the confirmation page.
  3. Open the created expense and verify:
    • If the workspace has required tags — a violation is shown for the missing tag.
    • If tags are optional — the expense is created without errors.

Scenario 3 — Convert tracked expense to submitted expense

Code path: useExpenseSubmission.tsrequestMoney with isMovingTransactionFromTrackExpense = true

  1. Create a Track expense (unreported / self DM).
  2. Open the tracked expense → tap Submit (or Categorize) → select the target workspace.
  3. On the confirmation page, verify the Tag field shows tags from the target workspace (e.g. Tag1, Tag2).
  4. Select a tag and confirm.
  5. Open the expense in the report and verify the tag is saved.

Scenario 4 — Duplicate an expense

Code path: Duplicate.tscreateExpenseByType (default case) → requestMoney

  1. Open any existing expense with a tag selected inside a workspace report.
  2. Open the expense menu → Duplicate.
  3. Open the duplicated expense and verify the tag from the original expense is preserved.

Scenario 5 — Retry a failed receipt upload

Code path: handleFileRetry.tsrequestMoney (MONEY_REQUEST action)

  1. Under poor network conditions, upload a receipt to a workspace expense.
  2. When the upload error appears, tap Retry.
  3. After a successful retry, open the expense and verify that workspace tags are available and any previously selected tag is preserved.

Scenario 6 — Submit expense via native Share extension, f.ex. iOS

Code path: SubmitDetailsPage.tsxrequestMoney

  1. From any iOS app, share an image or PDF via Share → Expensify.
  2. On the Expensify share screen, select the workspace with tags.
  3. Verify the Tag field shows tags from the selected workspace policy (e.g. Tag1, Tag2).
  4. Select a tag and submit the expense.
  5. Open the created expense in the app and verify the tag is visible.
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

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).
  • 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
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      • 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:
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Screenshots/Videos

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

Scenario 1

scenario1.mov

Scenario 2a

scenario2a.mov

Scenario 2b

scenario2b.mov

Scenario 3

scenario3.mov

Scenario 4

scenario4.mov

Scenario 5

scenario5.mov

Scenario 6

scenario6.mov

@Guccio163 Guccio163 changed the title add requestMoney tests inside createTransaction Remove Onyx.connect() usage for ONYXKEYS.COLLECTION.POLICY_TAGS in requestMoney function from src/libs/actions/IOU/TrackExpense.ts Apr 28, 2026
@Guccio163 Guccio163 marked this pull request as ready for review April 28, 2026 13:33
@Guccio163 Guccio163 requested a review from a team as a code owner April 28, 2026 13:33
@melvin-bot melvin-bot Bot requested review from parasharrajat and removed request for a team April 28, 2026 13:33
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melvin-bot Bot commented Apr 28, 2026

@parasharrajat 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]

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parasharrajat commented Apr 28, 2026

There are no changes except tests here. @Guccio163 is that correct

@Guccio163 Guccio163 requested a review from a team as a code owner April 29, 2026 06:02
@melvin-bot melvin-bot Bot requested review from JmillsExpensify and removed request for a team April 29, 2026 06:02
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I forgot to push yesterday 😳, already fixed 👍

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Failing tests...

Comment on lines +48 to +60
const isMoneyRequestReport = isMoneyRequestReportReportUtils(requestMoneyParams.report);
const moneyRequestReportID = isMoneyRequestReport ? requestMoneyParams.report?.reportID : undefined;
const currentChatReport = isMoneyRequestReport ? getReportOrDraftReport(requestMoneyParams.report?.chatReportID) : requestMoneyParams.report;
const isMovingTransactionFromTrackExpense = isMovingTransactionFromTrackExpenseIOUUtils(requestMoneyParams.action);
const parentChatReport = isMovingTransactionFromTrackExpense ? undefined : currentChatReport;
// eslint-disable-next-line @typescript-eslint/no-deprecated
const policyTagList = getMoneyRequestPolicyTags({
existingIOUReport: requestMoneyParams.existingIOUReport,
moneyRequestReportID,
parentChatReport,
participant: requestMoneyParams.participantParams.participant,
});
requestMoneyParams.policyParams = {...(requestMoneyParams.policyParams ?? {}), policyTagList};
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Why are we passing these values here? You should set the params in retryParams on respective functions. Those values are passed here internally.

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Good idea, I thought we'll be migrating level-by-level with handleRetryPress and DotIndicatorMessage by the way, but I moved it right now; Skipping straight up to component can be tricky sometimes, so please take a look if the code looks good for you too 👀

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Actually React Complier check is failing, I'll let you know once it's fixed

Guccio163 added 2 commits May 4, 2026 14:43
…-fork into Guccio163/onyx-connect/policy_tags/requestMoney
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codecov Bot commented May 4, 2026

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/components/DotIndicatorMessage.tsx 64.70% <ø> (ø)
src/hooks/useMoneyRequestPolicyTags.ts 100.00% <100.00%> (ø)
src/libs/actions/IOU/Duplicate.ts 91.71% <100.00%> (+0.12%) ⬆️
src/libs/actions/IOU/MoneyRequest.ts 77.49% <100.00%> (+0.23%) ⬆️
src/libs/actions/IOU/TrackExpense.ts 80.83% <ø> (-0.04%) ⬇️
...rc/pages/iou/request/step/IOURequestStepAmount.tsx 67.82% <100.00%> (+0.81%) ⬆️
.../request/step/confirmation/useExpenseSubmission.ts 53.74% <100.00%> (+1.04%) ⬆️
src/pages/Share/SubmitDetailsPage.tsx 0.00% <0.00%> (ø)
... and 27 files with indirect coverage changes

Comment thread src/components/DotIndicatorMessage.tsx Outdated
if (receiptError.action === CONST.IOU.ACTION_PARAMS.MONEY_REQUEST) {
const requestMoneyParams = receiptError.retryParams as IOU.RequestMoneyInformation;
requestMoneyParams.policyParams = {...(requestMoneyParams.policyParams ?? {}), policyTagList};
}
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I am still not getting this. Why do we need to set the retryparams here?

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Comment on lines +11 to +15
const retryParams: IOU.RequestMoneyInformation | undefined = receiptError
? typeof receiptError.retryParams === 'string'
? (JSON.parse(receiptError.retryParams) as IOU.RequestMoneyInformation)
: (receiptError.retryParams as IOU.RequestMoneyInformation)
: undefined;
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Why are you using retryParams here?

Retry params are supposed to use the same params that were sent to the original request, with the values passed during the original call.

So if you pass the params correctly to the `moneyRequest call, those should be available to you to assign to the retryparams in the function.

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You should set policTags on line 1624 in retryParams.

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@Guccio163 Guccio163 May 5, 2026

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Yeah you're right, I didn't address it yesterday as I was already finishing work 🏃‍♂️ I guess that every requestMoney usage (beside handleFileRetry) sets policyTagList in requestMoneyInformation so it will be automatically passed to retryParams and already available on handleFileRetry level, I'll remove this logic from there 🧹 Good catch @parasharrajat, I didn't notice that logic.

Please let me know if I conclude correctly 🤔

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Kindly bump @parasharrajat

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Also @parasharrajat kindly bump here 👀

…-fork into Guccio163/onyx-connect/policy_tags/requestMoney
Guccio163 added 2 commits May 12, 2026 08:16
…-fork into Guccio163/onyx-connect/policy_tags/requestMoney
const policyTagsForRequestMoney = useMoneyRequestPolicyTags({
moneyRequestReportID: isIouReport ? report?.reportID : undefined,
parentChatReportPolicyID: isMovingTransactionFromTrackExpense ? undefined : report?.policyID,
participantReportID: participants?.at(0)?.reportID,
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Are we sure if this is the correct participant? In the RequestMoney function below, we are passing the participant as a parameter.

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Looks like this is a similar case as in #90353, so I'll wait with this for that one

…-fork into Guccio163/onyx-connect/policy_tags/requestMoney
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