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refactor: add ConfirmationFieldsProvider and grouped types#90325

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Julesssss merged 10 commits into
Expensify:mainfrom
callstack-internal:provider-confirmation-fields
May 27, 2026
Merged

refactor: add ConfirmationFieldsProvider and grouped types#90325
Julesssss merged 10 commits into
Expensify:mainfrom
callstack-internal:provider-confirmation-fields

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@OlimpiaZurek OlimpiaZurek commented May 12, 2026

Explanation of Change

Follow-up to #90321. Replaces the remaining prop drilling in MoneyRequestConfirmationListFooter with a context provider and groups the long flat prop list into cohesive type bundles.

  • Adds MoneyRequestConfirmationFields/Provider.tsx + context.ts — exposes identity (transactionID, reportID, reportActionID, action, iouType, policyID) and coordination flags (isReadOnly, didConfirm, isEditingSplitBill, isNewManualExpenseFlowEnabled, isPolicyExpenseChat) to every block via useConfirmationFields().
  • Adds fieldGroupTypes.ts — bundles flat props into cohesive types (AmountDisplay, DistanceData, DistanceFlags, ExpenseMode, ErrorState, ReceiptOptions, RequiredFlags, ToggleHandlers, VisibilityFlags, CompactControls, CompactState).
  • MoneyRequestConfirmationListFooter now wraps its subtree in <ConfirmationFieldsProvider> and accepts grouped types instead of ~30 flat flags.
  • ConfirmationFieldList reads identity/coordination via the context hook and subscribes to transaction + policy directly via Onyx (no longer prop-drilled through the footer).
  • Field group containers (SettingsFields, ClassificationFields, TransactionDetailsFields) consume the context for shared fields and accept only the props specific to their group.
  • MoneyRequestConfirmationList.tsx (caller) updated to pass the new grouped types.
    Net effect: ~916 lines removed, ~563 added. Footer prop surface shrinks from ~30 flat flags to ~10 grouped types. ConfirmationFieldList's prop list collapses from ~50 to ~10.
    PR 4 of 4 in the MoneyRequestConfirmationListFooter decomposition series.

Fixed Issues

$ #90385

Tests

  1. Open the create expense flow (FAB → Submit / Track / Split / Invoice)
    • Verify the confirmation page renders correctly with every field intact
    • Verify all fields read/write correctly (Amount, Description, Merchant, Date, Category, Tag, Tax, Attendees, Time, Toggles, Distance, Per-diem, Receipt)
  2. Edit each field individually and confirm the value updates and persists
  3. Toggle Show more in compact mode → verify optional fields appear/hide
  4. Distance expense: verify the map renders and route updates when waypoints change
  5. Per-diem expense: verify per-diem fields render only on per-diem flows
  6. Invoice flow: verify the InvoiceSender field renders and selects correctly
  7. Split bill: open and edit a split bill — verify field rendering and per-attendee amounts
  8. Edit existing expense: open an existing expense → confirm saved values display correctly and edits persist
  9. Receipt: upload/view/edit receipt → verify the receipt section behaves the same
  10. Toggle Billable and Reimbursable → verify updates persist
  • Verify that no errors appear in the JS console

Offline tests

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).
  • 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
  • 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)
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    • 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
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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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  • 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
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    • 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
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    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
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    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
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  • 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)
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  • 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

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codecov Bot commented May 12, 2026

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
...onents/MoneyRequestConfirmationFields/Provider.tsx 100.00% <100.00%> (ø)
src/components/MoneyRequestConfirmationList.tsx 92.42% <100.00%> (+0.62%) ⬆️
...eyRequestConfirmationList/sections/AmountField.tsx 48.54% <100.00%> (+0.50%) ⬆️
...oneyRequestConfirmationList/sections/DateField.tsx 88.88% <100.00%> (ø)
...uestConfirmationList/sections/DescriptionField.tsx 76.00% <100.00%> (+1.00%) ⬆️
...RequestConfirmationList/sections/MerchantField.tsx 72.91% <100.00%> (+0.57%) ⬆️
...oneyRequestConfirmationList/sections/TaxFields.tsx 86.66% <100.00%> (ø)
...yRequestConfirmationList/sections/ToggleFields.tsx 83.33% <100.00%> (ø)
...onfirmationList/sections/useTransactionSelector.ts 100.00% <100.00%> (ø)
.../components/MoneyRequestConfirmationListFooter.tsx 100.00% <100.00%> (ø)
... and 12 more
... and 11 files with indirect coverage changes

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Reviewed commit: 6b3b4a98f5

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Comment on lines +78 to +80
const [draftTransaction] = useOnyx(`${ONYXKEYS.COLLECTION.TRANSACTION_DRAFT}${transactionID}`);
const [existingTransaction] = useOnyx(`${ONYXKEYS.COLLECTION.TRANSACTION}${transactionID}`);
const transaction = draftTransaction ?? existingTransaction;
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P2 Badge Read split-edit fields from the split draft

When editing an existing split bill, SplitBillDetailsPage passes the SPLIT_TRANSACTION_DRAFT transaction into this footer and inline edits are written back to that same collection, but this refetch only considers TRANSACTION_DRAFT and TRANSACTION. As soon as a split edit draft exists, useFooterDerivedFlags and tag visibility are computed from the stale original transaction while the leaf fields use useTransactionSelector() and read the split draft, so derived values such as currency/tag/tax visibility can disagree with what the user just edited (for example tax formatting staying on the old currency after changing the split amount currency).

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fixed

@OlimpiaZurek OlimpiaZurek force-pushed the provider-confirmation-fields branch from 2add245 to 2db4381 Compare May 22, 2026 07:53
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Codex Review: Didn't find any major issues. Bravo.

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@OlimpiaZurek OlimpiaZurek marked this pull request as ready for review May 22, 2026 08:20
@OlimpiaZurek OlimpiaZurek requested review from a team as code owners May 22, 2026 08:20
@melvin-bot melvin-bot Bot requested review from JmillsExpensify and ShridharGoel and removed request for a team May 22, 2026 08:21
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melvin-bot Bot commented May 22, 2026

@ShridharGoel 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]

isPolicyExpenseChat = false,
children,
}: ProviderProps) {
const value = useMemo(
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❌ CLEAN-REACT-PATTERNS-0 (docs)

React Compiler is enabled in this codebase and automatically memoizes values based on their dependencies. The useMemo wrapping the context value object is redundant if this file compiles successfully with React Compiler. The compiler will detect that the object depends on the listed props and cache it automatically.

Note: I was unable to run the React Compiler compliance check to verify this file compiles. If it does not compile, this useMemo is appropriate. If it does compile, remove the manual memoization:

const value = {
    transactionID,
    reportID,
    reportActionID,
    action,
    iouType,
    policyID,
    isReadOnly,
    didConfirm,
    isEditingSplitBill,
    isNewManualExpenseFlowEnabled,
    isPolicyExpenseChat,
};
return <ConfirmationFieldsContext.Provider value={value}>{children}</ConfirmationFieldsContext.Provider>;

Reviewed at: 2db4381 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

const transaction = isEditingSplitBill ? (splitDraftTransaction ?? existingTransaction) : (draftTransaction ?? existingTransaction);
const [policy] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY}${policyID}`);
const [policyTags] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY_TAGS}${policyID}`);
const policyTagLists = useMemo(() => getTagLists(policyTags), [policyTags]);
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❌ CLEAN-REACT-PATTERNS-0 (docs)

React Compiler is enabled in this codebase and automatically memoizes derived values. The useMemo wrapping getTagLists(policyTags) is redundant if this file compiles with React Compiler -- the compiler will detect that policyTagLists depends only on policyTags and cache the result automatically.

Note: I was unable to run the React Compiler compliance check to verify this file compiles. If it does not compile, this useMemo is appropriate. If it does compile, remove the manual memoization:

const policyTagLists = getTagLists(policyTags);

Reviewed at: 2db4381 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

const icons = useMemoizedLazyExpensifyIcons(['Sparkles', 'DownArrow']);
const {action, iouType, transactionID, policyID, isReadOnly, isPolicyExpenseChat, isEditingSplitBill} = useConfirmationFields();

const [splitDraftTransaction] = useOnyx(`${ONYXKEYS.COLLECTION.SPLIT_TRANSACTION_DRAFT}${transactionID}`);
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❌ CONSISTENCY-3 (docs)

The transaction resolution logic here (subscribing to SPLIT_TRANSACTION_DRAFT, TRANSACTION_DRAFT, and TRANSACTION, then selecting based on isEditingSplitBill) duplicates the same pattern already implemented in useTransactionSelector.ts. That hook exists specifically for this purpose and was updated in this same PR to read isEditingSplitBill from context.

Consider reusing useTransactionSelector with an identity selector, or extracting a useResolvedTransaction variant that returns the full transaction object:

// Option A: use identity selector
const transaction = useTransactionSelector(transactionID, (t) => t);

// Option B: extract a dedicated hook (e.g., useResolvedTransaction)
const transaction = useResolvedTransaction(transactionID);

This keeps the Onyx key selection logic in a single location.


Reviewed at: 2db4381 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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I went with the inline subscriptions deliberately. Unlike the leaves that pass a narrow selector to useTransactionSelector (e.g. amountSlice,merchantState), this consumer needs the whole transaction for derived flags and tag visibility. Using useTransactionSelector with an identity selector(t) => t would force deepEqual walks across the full Transaction on every Onyx write, vs. the cheap reference checks the no-selector subscriptions do here. If we see another consumer needing the same pattern, I’d probably extract a dedicated hook like useResolvedTransaction() around the no-selector path. With only a single caller right now, though, keeping it inline felt simpler.

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Reviewed commit: 2db43816be

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Comment on lines +82 to +84
const [policy] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY}${policyID}`);
const [policyTags] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY_TAGS}${policyID}`);
const policyTagLists = useMemo(() => getTagLists(policyTags), [policyTags]);
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P1 Badge Keep footer policy source aligned with confirmation validation

The footer now derives policy/policyTags from policyID in ConfirmationFieldsContext, while submit validation in MoneyRequestConfirmationList still uses usePolicyCategoriesForConfirmation(policyID) and usePolicyTagsForConfirmation(policyID) from the parent prop. In track-expense flows where the effective policy can diverge from that prop (for example after workspace selection), the UI fields are rendered for one policy but validation runs against another, causing valid category/tag choices to be rejected (or out-of-policy checks to be skipped) at submit time.

Useful? React with 👍 / 👎.

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ShridharGoel commented May 22, 2026

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
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    • 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)
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  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
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  • 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
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    • 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
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Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
Screen.Recording.2026-05-25.at.9.11.01.PM.mov
iOS: HybridApp
Screen.Recording.2026-05-25.at.9.00.22.PM.mov
iOS: mWeb Safari
Screen.Recording.2026-05-25.at.9.03.44.PM.mov
MacOS: Chrome / Safari
Screen.Recording.2026-05-25.at.8.46.33.PM.mov

const theme = useTheme();
const {translate} = useLocalize();
const icons = useMemoizedLazyExpensifyIcons(['Sparkles', 'DownArrow']);
const {action, iouType, transactionID, policyID, isReadOnly, isPolicyExpenseChat, isEditingSplitBill} = useConfirmationFields();
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Shouldn't we use the policy that is being passed to MoneyRequestConfirmationListFooter from MoneyRequestConfirmationList?

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Good call, switched to using the policy

@Julesssss Julesssss merged commit 8d99383 into Expensify:main May 27, 2026
47 checks passed
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🚧 @Julesssss has triggered a test Expensify/App build. You can view the workflow run here.

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

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5 participants