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Refactor: migrate getRate to use usePersonalPolicy hook (part 4)#95331

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justinpersaud merged 4 commits into
Expensify:mainfrom
shubham1206agra:migrate-getRate-4
Jul 7, 2026
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Refactor: migrate getRate to use usePersonalPolicy hook (part 4)#95331
justinpersaud merged 4 commits into
Expensify:mainfrom
shubham1206agra:migrate-getRate-4

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Explanation of Change

Fixed Issues

$ #66397

Tests

  1. Open App
  2. Open any distance expense
  3. Edit the distance on the expense.
  4. Verify that the amount and rate is correct on updated expense.
  • Verify that no errors appear in the JS console

Offline tests

Same as Tests

QA Steps

Same as Tests

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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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.
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  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • 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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    • 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 load correctly across all supported platforms.
  • 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.
  • 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

Screen.Recording.2026-07-05.at.1.34.31.PM.mov

@shubham1206agra shubham1206agra requested review from a team as code owners July 5, 2026 08:11
@melvin-bot melvin-bot Bot requested review from ikevin127 and joekaufmanexpensify and removed request for a team July 5, 2026 08:11
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@ikevin127 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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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: a13d2d2d53

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Comment thread src/libs/TransactionUtils/index.ts Outdated
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Codex Review: Didn't find any major issues. 👍

Reviewed commit: 4c34a2e6de

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ikevin127 commented Jul 6, 2026

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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
  • 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 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 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)
  • 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)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
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    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
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    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • 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
  • 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.
  • 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

Screen.Recording.2026-07-06.at.15.14.53.mov

@joekaufmanexpensify

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No product review needed.

@joekaufmanexpensify joekaufmanexpensify removed their request for review July 6, 2026 21:19
Comment thread src/libs/actions/IOU/BulkEdit.ts

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🟢 LGTM - Tests well

Only 1 comment regarding type consistency worth noting before merge.

@melvin-bot melvin-bot Bot requested a review from justinpersaud July 6, 2026 22:17
@justinpersaud justinpersaud merged commit 4c6e34a into Expensify:main Jul 7, 2026
36 of 37 checks passed
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github-actions Bot commented Jul 7, 2026

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🚧 justinpersaud has triggered a test Expensify/App build. You can view the workflow run here.

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OSBotify commented Jul 7, 2026

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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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OSBotify commented Jul 7, 2026

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🚀 Deployed to staging by https://github.com/justinpersaud in version: 9.4.29-0 🚀

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

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🤖 No help site changes required.

This PR is a pure internal refactor — it migrates getRate/distance-expense logic to source the personal policy's output currency via the usePersonalPolicy hook (part of deprecating Onyx.connect for ONYXKEYS.COLLECTION.POLICY, tracked in #66397).

Why no docs update is needed
  • All changes are code-level: threading a personalPolicyOutputCurrency argument through the distance-edit call chain (getUpdatedTransaction, getRate, updateMoneyRequestDate, updateMoneyRequestDistance, updateMoneyRequestDistanceRate, setDraftSplitTransaction, updateMultipleMoneyRequests) and swapping an Onyx.connect usage for the usePersonalPolicy hook.
  • There are no new or changed user-facing features, settings, tabs, buttons, labels, or workflows. The end-user behavior (editing a distance expense yields the correct amount/rate/currency) is unchanged/corrected, not newly introduced.
  • The existing help articles under App/docs/articles (e.g. distance-expense and mileage-tracking articles) already describe this behavior correctly and require no edits.

Because no HelpDot content changes are warranted, I did not create a draft docs PR.

@shubham1206agra, please review the linked help site PR and confirm it reflects the current behavior. Then mark the linked help site PR Ready for review — however, since no user-facing behavior changed, no help site PR was created. If you believe a specific article does need updating, let me know which one and what should change and I'll open a draft PR.

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🚀 Deployed to staging by https://github.com/justinpersaud in version: 9.4.31-0 🚀

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

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Help site review — no changes required

I reviewed this PR against Expensify's help site articles under docs/articles and no help site changes are required, so I have not created a draft docs PR.

Why: This is an internal refactor + bug fix, not a user-facing behavior or feature change. It migrates getRate to consume the usePersonalPolicy hook and threads a personalPolicyOutputCurrency value through the distance-expense update path (getUpdatedTransaction, updateMoneyRequestDate, updateMoneyRequestDistance, updateMoneyRequestDistanceRate, split/bulk edit, etc.). The net effect is that when a personal (DM / P2P) distance expense is edited, the recalculated amount, rate, and merchant symbol stay in the correct currency (the personal policy's output currency) instead of drifting from transaction.currency.

The relevant article — Distance-Expenses.md — already documents this behavior accurately: for DM chats, "Expensify sets a default rate based on your payment currency." This change makes the code match what the docs already say; it doesn't introduce any new UI, tab, setting, label, or documented flow. No article text, screenshots, or steps need to be updated.

@shubham1206agra, please confirm you agree that no help site updates are needed here. If you believe a docs change is warranted (e.g., a specific article you'd like clarified), let me know and I'll create the draft PR.

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OSBotify commented Jul 9, 2026

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🚀 Deployed to production by https://github.com/grgia in version: 9.4.31-0 🚀

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

Bundle Size Analysis (Sentry):

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6 participants