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[Payment due @rojiphil] Show rules feature as on when areRulesEnabled is undefined but categories have active rules#94691

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inimaga merged 8 commits into
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fix/category-rules-visible-for-undefined-areRulesEnabled
Jun 29, 2026
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[Payment due @rojiphil] Show rules feature as on when areRulesEnabled is undefined but categories have active rules#94691
inimaga merged 8 commits into
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fix/category-rules-visible-for-undefined-areRulesEnabled

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@mountiny

@mountiny mountiny commented Jun 26, 2026

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Explanation of Change

Adds arePolicyRulesEnabled(policy, policyCategories?) to PolicyUtils.ts and hasAnyCategoryRules(categories?) to CategoryUtils.ts to implement consistent three-state logic for the Rules feature flag:

  • areRulesEnabled === true → always show Rules UI
  • areRulesEnabled === false → always hide Rules UI
  • areRulesEnabled === undefined (corporate policy) → derive from active per-category rule fields set via OldDot Classic (maxExpenseAmount, receipt thresholds, required description/attendees, commentHint)

This covers the edge case where a workspace admin configured category rules in OldDot without the areRulesEnabled flag ever being set. NewDot was silently hiding all Rules UI for these users even though their rules were actively configured.

Changes:

  • CategoryUtils.ts — new hasAnyCategoryRules(categories?) checks per-category rule fields
  • PolicyUtils.ts — new arePolicyRulesEnabled(policy, policyCategories?) with three-state logic; team policies always return false; isPolicyFeatureEnabled delegates to it for ARE_RULES_ENABLED; hasConfiguredRules extended to treat Classic category rules as configured
  • 16 call sites updated to pass policyCategories where available (workspace pages, card issue wizard, useGettingStartedItems, ModifiedExpenseMessage)
  • AccessOrNotFoundWrapper.tsx — reads policyCategories from Onyx and passes them to isPolicyFeatureEnabledUtil, so all ~20 Rules routes correctly gate access for migrated policies (without this, the sidebar could show Rules as enabled but navigating to /rules would bounce back to More Features)

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/652345

Tests

  1. Run npm run test -- PolicyUtilsTest.ts and verify all arePolicyRulesEnabled and hasConfiguredRules cases pass
  2. Run npm run test -- CategoryUtilsTest.ts and verify all hasAnyCategoryRules cases pass
  3. Run npm run test -- useGettingStartedItems.test.ts GettingStartedSectionTest.tsx ModifiedExpenseMessageTest.ts and verify setup rules row and policy rules message behavior pass
  4. On a corporate workspace with areRulesEnabled undefined and at least one Classic category rule configured (e.g. max amount or required receipt), open Workspace → Categories → that category and verify the Category rules section is visible
  5. On the same workspace, navigate directly to Workspace → Rules and verify the page loads (not redirected to More Features)
  6. Open Workspace → More features and verify Rules appears enabled; toggle Rules off and verify all Rules UI hides and navigating to /rules now redirects to More Features
  7. On a corporate workspace with areRulesEnabled: false, verify Rules UI stays hidden even when category rule fields are present
  8. Issue a new Expensify Card on a corporate workspace with areRulesEnabled undefined and Classic category rules; verify spend rules steps appear in the card wizard
  9. Verify the Getting Started section shows the Set up spend rules item as complete for a migrated policy that has Classic category rules
  • Verify that no errors appear in the JS console

Offline tests

No offline-specific behavior changed. All rules visibility logic reads from Onyx policy and category data which is already available offline; no new network requests are made.

QA Steps

  1. Create or use a corporate workspace in OldDot (Expensify Classic) where areRulesEnabled was never explicitly set
  2. In OldDot Policy Editor → Categories → Edit Category, set Receipts = Required on at least one category
  3. Log in to NewDot → Workspace → Categories → open that category
  4. Verify the Category rules section is visible and shows the configured rule
  5. Verify Workspace → More features shows Rules as enabled for that workspace
  6. Navigate directly to Workspace → Rules and verify the page loads correctly (not bounced back to More Features)
  7. Verify Getting Started shows the Set up spend rules item as complete
  8. In NewDot, disable Rules explicitly via More features → Rules toggle off
  9. Verify category rules sections and all Rules-gated UI are hidden; navigating to /rules should now redirect to More Features
  10. On a team workspace, verify Rules UI does not appear regardless of category data
  • 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 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)
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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)
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    • 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.
  • 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

When areRulesEnabled is undefined on a corporate policy (common for accounts
that configured category rules via OldDot before the flag existed), derive
the enabled state from active per-category rule fields instead of defaulting
to false. Explicitly false continues to always hide; true always shows.

Co-authored-by: Cursor <cursoragent@cursor.com>
@mountiny mountiny requested review from a team as code owners June 26, 2026 12:13
@melvin-bot melvin-bot Bot requested review from rojiphil and trjExpensify June 26, 2026 12:13
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@rojiphil 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 removed request for a team June 26, 2026 12:13

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💡 Codex Review

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Reviewed commit: e650790c84

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Comment thread src/pages/home/GettingStartedSection/hooks/useGettingStartedItems.ts Outdated
Comment thread src/libs/PolicyUtils.ts
Co-authored-by: Cursor <cursoragent@cursor.com>
trjExpensify
trjExpensify previously approved these changes Jun 26, 2026

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👍

Address reviewer feedback by passing categories into arePolicyRulesEnabled
and isPolicyFeatureEnabled call sites, extending hasConfiguredRules for
Classic category rules, and adding comprehensive hasAnyCategoryRules tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
mountiny and others added 3 commits June 29, 2026 10:25
Co-authored-by: Cursor <cursoragent@cursor.com>
Remove unintended submodule pointer change from this PR.

Co-authored-by: Cursor <cursoragent@cursor.com>
arePolicyRulesEnabled gates on isControlPolicy (CORPORATE only), so tests
that assert rules behavior must use CORPORATE rather than the TEAM default.

Co-authored-by: Cursor <cursoragent@cursor.com>
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Codecov Report

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

Files with missing lines Coverage Δ
src/components/MoneyRequestConfirmationList.tsx 94.61% <100.00%> (ø)
src/libs/CategoryUtils.ts 74.54% <100.00%> (+2.82%) ⬆️
src/libs/ModifiedExpenseMessage.ts 90.59% <100.00%> (ø)
src/libs/PolicyUtils.ts 76.38% <100.00%> (+0.36%) ⬆️
src/libs/Violations/ViolationsUtils.ts 78.31% <100.00%> (+0.18%) ⬆️
...tingStartedSection/hooks/useGettingStartedItems.ts 100.00% <ø> (ø)
...x/report/actionContents/ModifiedExpenseContent.tsx 100.00% <100.00%> (ø)
src/pages/workspace/AccessOrNotFoundWrapper.tsx 80.28% <100.00%> (+0.28%) ⬆️
src/pages/workspace/WorkspaceInitialPage.tsx 0.00% <ø> (ø)
...ages/workspace/WorkspaceMoreFeaturesPage/index.tsx 69.30% <100.00%> (+0.09%) ⬆️
... and 10 more
... and 90 files with indirect coverage changes

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💡 Codex Review

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Reviewed commit: f0b8fdf7f8

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Comment thread src/libs/PolicyUtils.ts
@mountiny

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@MelvinBot review

…apper

Without categories, areRulesEnabled === undefined policies (migrated Classic
workspaces) were correctly shown as Rules-enabled in the workspace nav and
Getting Started UI, but navigating to any Rules route redirected back to More
Features because AccessOrNotFoundWrapper called isPolicyFeatureEnabledUtil
without categories, causing the undefined→hasAnyCategoryRules fallback to
return false.

Co-authored-by: Cursor <cursoragent@cursor.com>
@mountiny mountiny changed the title Show category rules section when areRulesEnabled is undefined but categories have active rules Show rules feature as on when areRulesEnabled is undefined but categories have active rules Jun 29, 2026
- Merge duplicate @libs/PolicyUtils imports in PolicyUtilsTest.ts into a
  single import statement (import/no-duplicates)
- Replace `as unknown as Policy` with createMock<Policy>() in
  arePolicyRulesEnabled tests to stay within the no-unsafe-type-assertion
  seatbelt count
- Type policyCategories as PolicyCategories in GettingStartedSectionTest
  to avoid two extra `as never` casts that exceeded the seatbelt limit

Co-authored-by: Cursor <cursoragent@cursor.com>
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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 verified the steps for local testing are in the Tests section
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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)
  • 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.
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    • Android: HybridApp
    • Android: mWeb Chrome
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    • iOS: mWeb Safari
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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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Screenshots/Videos

Android: HybridApp
94691-android-hybrid-001.mp4
Android: mWeb Chrome
94691-mweb-chrome-001.mp4
iOS: HybridApp

Skipped due to local build issues. It's fine since the implementation is not platform specific.

iOS: mWeb Safari
94691-mweb-safari-001.mp4
MacOS: Chrome / Safari
94691-web-chrome-007.mp4
94691-web-chrome-008.mp4
94691-web-chrome-009.mp4

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@mountiny Changes LGTM and works well too.
Approving for further steps. Thanks.

@melvin-bot melvin-bot Bot requested a review from inimaga June 29, 2026 16:55
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@inimaga 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 changed the title Show rules feature as on when areRulesEnabled is undefined but categories have active rules [Payment due @rojiphil] Show rules feature as on when areRulesEnabled is undefined but categories have active rules Jun 29, 2026
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melvin-bot Bot commented Jun 29, 2026

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

A payment issue will be created for your review once this PR is deployed to production.
E/E issue linked to the PR - https://www.github.com/Expensify/Expensify/issues/652345.

If payment is not needed (e.g., regression PR review fix etc), react with 👎 to this comment to prevent the payment issue from being created.

@inimaga inimaga merged commit 88cfa69 into main Jun 29, 2026
36 checks passed
@inimaga inimaga deleted the fix/category-rules-visible-for-undefined-areRulesEnabled branch June 29, 2026 17:31
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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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🚧 inimaga has triggered a test Expensify/App build. You can view the workflow run here.

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🚀 Deployed to staging by https://github.com/inimaga in version: 9.4.25-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

@kavimuru

kavimuru commented Jul 1, 2026

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@rojiphil how to check areRulesEnabled was never explicitly set

@rojiphil

rojiphil commented Jul 1, 2026

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how to check areRulesEnabled was never explicitly set

@kavimuru I tested this scenario after manually removing the areRulesEnabled Onyx entry in console window as I also could not reproduce this edge case.

I think this edge case happens for workspaces created in OD a long time ago where areRulesEnabled was not set at all. cc @mountiny

@rojiphil

rojiphil commented Jul 1, 2026

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@mountiny Another related query. When category rules are configured in OD, the areRulesEnabled flag remains false. Not sure if this is intentional but I am curious here if areRulesEnabled should be set to true in such a scenario. Otherwise, the ND will not show the category rules. What do you think?

@jponikarchuk

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This PR failing because of the issue #95031
This issue is reproducible in: All platforms

@mountiny

mountiny commented Jul 1, 2026

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@rojiphil looking into that, there might be some other gaps because when the category settings is changed in Classic - the flag should change to true, so if that is not happening its still a bug

@mountiny

mountiny commented Jul 1, 2026

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@jponikarchuk only old workspaces would not have the flag set as far as I know

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@mountiny We used a new Expensify account

@mountiny

mountiny commented Jul 1, 2026

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@rojiphil can you reproduce the flag not changing when category rule is added in classic? It should be changing from what i can see in code

@rojiphil

rojiphil commented Jul 1, 2026

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@mountiny Doesn't look like it got fixed. The areRulesEnabled flag still remains false when category rule is added in Classic. Here is the test video for the same.

94691-web-chrome-issue-001.mp4

@melvin-bot

melvin-bot Bot commented Jul 1, 2026

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🤖 Payment issue created: #95083

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OSBotify commented Jul 1, 2026

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🚀 Deployed to production by https://github.com/cristipaval in version: 9.4.25-2 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Bundle Size Analysis (Sentry):

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7 participants