[OldDot Rules Migration] Category Rules

src/CONST.ts

@@ -2338,6 +2338,15 @@ const CONST = {
         DEFAULT_MAX_EXPENSE_AGE: 90,
         DEFAULT_MAX_EXPENSE_AMOUNT: 200000,
         DEFAULT_MAX_AMOUNT_NO_RECEIPT: 2500,
+        REQUIRE_RECEIPTS_OVER_OPTIONS: {
+            DEFAULT: 'default',
+            NEVER: 'never',
+            ALWAYS: 'always',
+        },
+        EXPENSE_LIMIT_TYPES: {
+            EXPENSE: 'expense',
+            DAILY: 'daily',
+        },
     },
 
     CUSTOM_UNITS: {

src/ONYXKEYS.ts

@@ -504,6 +504,10 @@ const ONYXKEYS = {
         WORKSPACE_SETTINGS_FORM: 'workspaceSettingsForm',
         WORKSPACE_CATEGORY_FORM: 'workspaceCategoryForm',
         WORKSPACE_CATEGORY_FORM_DRAFT: 'workspaceCategoryFormDraft',
+        WORKSPACE_CATEGORY_DESCRIPTION_HINT_FORM: 'workspaceCategoryDescriptionHintForm',
+        WORKSPACE_CATEGORY_DESCRIPTION_HINT_FORM_DRAFT: 'workspaceCategoryDescriptionHintFormDraft',
+        WORKSPACE_CATEGORY_FLAG_AMOUNTS_OVER_FORM: 'workspaceCategoryFlagAmountsOverForm',
+        WORKSPACE_CATEGORY_FLAG_AMOUNTS_OVER_FORM_DRAFT: 'workspaceCategoryFlagAmountsOverFormDraft',
         WORKSPACE_TAG_FORM: 'workspaceTagForm',
         WORKSPACE_TAG_FORM_DRAFT: 'workspaceTagFormDraft',
         WORKSPACE_SETTINGS_FORM_DRAFT: 'workspaceSettingsFormDraft',
@@ -677,6 +681,8 @@ type OnyxFormValuesMapping = {
     [ONYXKEYS.FORMS.WORKSPACE_TAX_CUSTOM_NAME]: FormTypes.WorkspaceTaxCustomName;
     [ONYXKEYS.FORMS.WORKSPACE_COMPANY_CARD_FEED_NAME]: FormTypes.WorkspaceCompanyCardFeedName;
     [ONYXKEYS.FORMS.WORKSPACE_REPORT_FIELDS_FORM]: FormTypes.WorkspaceReportFieldForm;
+    [ONYXKEYS.FORMS.WORKSPACE_CATEGORY_DESCRIPTION_HINT_FORM]: FormTypes.WorkspaceCategoryDescriptionHintForm;
+    [ONYXKEYS.FORMS.WORKSPACE_CATEGORY_FLAG_AMOUNTS_OVER_FORM]: FormTypes.WorkspaceCategoryFlagAmountsOverForm;
     [ONYXKEYS.FORMS.CLOSE_ACCOUNT_FORM]: FormTypes.CloseAccountForm;
     [ONYXKEYS.FORMS.PROFILE_SETTINGS_FORM]: FormTypes.ProfileSettingsForm;
     [ONYXKEYS.FORMS.DISPLAY_NAME_FORM]: FormTypes.DisplayNameForm;

src/ROUTES.ts

@@ -786,6 +786,26 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/categories/:categoryName/gl-code',
         getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}/gl-code` as const,
     },
+    WORSKPACE_CATEGORY_DEFAULT_TAX_RATE: {
+        route: 'settings/workspaces/:policyID/categories/:categoryName/tax-rate',
+        getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}/tax-rate` as const,
+    },
+    WORSKPACE_CATEGORY_FLAG_AMOUNTS_OVER: {
+        route: 'settings/workspaces/:policyID/categories/:categoryName/flag-amounts',
+        getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}/flag-amounts` as const,
+    },
+    WORSKPACE_CATEGORY_DESCRIPTION_HINT: {
+        route: 'settings/workspaces/:policyID/categories/:categoryName/description-hint',
+        getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}/description-hint` as const,
+    },
+    WORSKPACE_CATEGORY_REQUIRE_RECEIPTS_OVER: {
+        route: 'settings/workspaces/:policyID/categories/:categoryName/require-receipts-over',
+        getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}/require-receipts-over` as const,
+    },
+    WORSKPACE_CATEGORY_APPROVER: {
+        route: 'settings/workspaces/:policyID/categories/:categoryName/approver',
+        getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}/approver` as const,
+    },
     WORKSPACE_MORE_FEATURES: {
         route: 'settings/workspaces/:policyID/more-features',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/more-features` as const,

src/SCREENS.ts

@@ -436,6 +436,11 @@ const SCREENS = {
         CATEGORY_PAYROLL_CODE: 'Category_Payroll_Code',
         CATEGORY_GL_CODE: 'Category_GL_Code',
         CATEGORY_SETTINGS: 'Category_Settings',
+        CATEGORY_DEFAULT_TAX_RATE: 'Category_Default_Tax_Rate',
+        CATEGORY_FLAG_AMOUNTS_OVER: 'Category_Flag_Amounts_Over',
+        CATEGORY_DESCRIPTION_HINT: 'Category_Description_Hint',
+        CATEGORY_APPROVER: 'Category_Approver',
+        CATEGORY_REQUIRE_RECEIPTS_OVER: 'Category_Require_Receipts_Over',
         CATEGORIES_SETTINGS: 'Categories_Settings',
         CATEGORIES_IMPORT: 'Categories_Import',
         CATEGORIES_IMPORTED: 'Categories_Imported',

src/components/WorkspaceMembersSelectionList.tsx

@@ -0,0 +1,115 @@
+import React, {useMemo} from 'react';
+import type {SectionListData} from 'react-native';
+import useDebouncedState from '@hooks/useDebouncedState';
+import useLocalize from '@hooks/useLocalize';
+import usePolicy from '@hooks/usePolicy';
+import useScreenWrapperTranstionStatus from '@hooks/useScreenWrapperTransitionStatus';
+import * as DeviceCapabilities from '@libs/DeviceCapabilities';
+import * as OptionsListUtils from '@libs/OptionsListUtils';
+import * as PolicyUtils from '@libs/PolicyUtils';
+import CONST from '@src/CONST';
+import type {Icon} from '@src/types/onyx/OnyxCommon';
+import Badge from './Badge';
+import {FallbackAvatar} from './Icon/Expensicons';
+import {usePersonalDetails} from './OnyxProvider';
+import SelectionList from './SelectionList';
+import InviteMemberListItem from './SelectionList/InviteMemberListItem';
+import type {Section} from './SelectionList/types';
+
+type SelectionListApprover = {
+    text: string;
+    alternateText: string;
+    keyForList: string;
+    isSelected: boolean;
+    login: string;
+    rightElement?: React.ReactNode;
+    icons: Icon[];
+};
+type ApproverSection = SectionListData<SelectionListApprover, Section<SelectionListApprover>>;
+
+type WorkspaceMembersSelectionListProps = {
+    policyID: string;
+    selectedApprover: string;
+    setApprover: (email: string) => void;
+};
+
+function WorkspaceMembersSelectionList({policyID, selectedApprover, setApprover}: WorkspaceMembersSelectionListProps) {
+    const {translate} = useLocalize();
+    const {didScreenTransitionEnd} = useScreenWrapperTranstionStatus();
+    const [searchTerm, debouncedSearchTerm, setSearchTerm] = useDebouncedState('');
+    const personalDetails = usePersonalDetails();
+    const policy = usePolicy(policyID);
+
+    const sections: ApproverSection[] = useMemo(() => {
+        const approvers: SelectionListApprover[] = [];
+
+        if (policy?.employeeList) {
+            const availableApprovers = Object.values(policy.employeeList)
+                .map((employee): SelectionListApprover | null => {
+                    const isAdmin = employee?.role === CONST.REPORT.ROLE.ADMIN;
+                    const email = employee.email;
+
+                    if (!email) {
+                        return null;
+                    }
+
+                    const policyMemberEmailsToAccountIDs = PolicyUtils.getMemberAccountIDsForWorkspace(policy?.employeeList);
+                    const accountID = Number(policyMemberEmailsToAccountIDs[email] ?? '');
+                    const {avatar, displayName = email} = personalDetails?.[accountID] ?? {};
+
+                    return {
+                        text: displayName,
+                        alternateText: email,
+                        keyForList: email,
+                        isSelected: selectedApprover === email,
+                        login: email,
+                        icons: [{source: avatar ?? FallbackAvatar, type: CONST.ICON_TYPE_AVATAR, name: displayName, id: accountID}],
+                        rightElement: isAdmin ? <Badge text={translate('common.admin')} /> : undefined,
+                    };
+                })
+                .filter((approver): approver is SelectionListApprover => !!approver);
+
+            approvers.push(...availableApprovers);
+        }
+
+        const filteredApprovers =
+            debouncedSearchTerm !== ''
+                ? approvers.filter((option) => {
+                      const searchValue = OptionsListUtils.getSearchValueForPhoneOrEmail(debouncedSearchTerm);
+                      const isPartOfSearchTerm = !!option.text?.toLowerCase().includes(searchValue) || !!option.login?.toLowerCase().includes(searchValue);
+                      return isPartOfSearchTerm;
+                  })
+                : approvers;
+
+        return [
+            {
+                title: undefined,
+                data: OptionsListUtils.sortAlphabetically(filteredApprovers, 'text'),
+                shouldShow: true,
+            },
+        ];
+    }, [debouncedSearchTerm, personalDetails, policy?.employeeList, selectedApprover, translate]);
+
+    const handleOnSelectRow = (approver: SelectionListApprover) => {
+        setApprover(approver.login);
+    };
+
+    const headerMessage = useMemo(() => (searchTerm && !sections[0].data.length ? translate('common.noResultsFound') : ''), [searchTerm, sections, translate]);
+
+    return (
+        <SelectionList
+            sections={sections}
+            ListItem={InviteMemberListItem}
+            textInputLabel={translate('selectionList.nameEmailOrPhoneNumber')}
+            textInputValue={searchTerm}
+            onChangeText={setSearchTerm}
+            headerMessage={headerMessage}
+            onSelectRow={handleOnSelectRow}
+            showScrollIndicator
+            showLoadingPlaceholder={!didScreenTransitionEnd}
+            shouldPreventDefaultFocusOnSelectRow={!DeviceCapabilities.canUseTouchScreen()}
+        />
+    );
+}
+
+export default WorkspaceMembersSelectionList;

src/languages/en.ts

@@ -3772,6 +3772,35 @@ export default {
                 unlockFeatureGoToSubtitle: 'Go to',
                 unlockFeatureEnableWorkflowsSubtitle: (featureName: string) => `and enable workflows, then add ${featureName} to unlock this feature.`,
             },
+            categoryRules: {
+                title: 'Category rules',
+                approver: 'Approver',
+                requireDescription: 'Require description',
+                descriptionHint: 'Description hint',
+                descriptionHintDescription: (categoryName: string) =>
+                    `Remind employees to provide additional information for “${categoryName}” spend. This hint appears in the description field on expenses.`,
+                descriptionHintLabel: 'Hint',
+                descriptionHintSubtitle: 'Pro-tip: The shorter the better!',
+                maxAmount: 'Max amount',
+                flagAmountsOver: 'Flag amounts over',
+                flagAmountsOverDescription: (categoryName) => `Applies to the category “${categoryName}”.`,
+                flagAmountsOverSubtitle: 'This overrides the max amount for all expenses.',
+                expenseLimitTypes: {
+                    expense: 'Individual expense',
+                    expenseSubtitle: 'Flag expense amounts by category. This rule overrides the general workspace rule for max expense amount.',
+                    daily: 'Category total',
+                    dailySubtitle: 'Flag total category spend per expense report.',
+                },
+                requireReceiptsOver: 'Require receipts over',
+                requireReceiptsOverList: {
+                    default: (defaultAmount: string) => `${defaultAmount} ${CONST.DOT_SEPARATOR} Default`,
+                    never: 'Never require receipts',
+                    always: 'Always require receipts',
+                },
+                defaultTaxRate: 'Default tax rate',
+                goTo: 'Go to',
+                andEnableWorkflows: 'and enable workflows, then add approvals to unlock this feature.',
+            },
         },
     },
     getAssistancePage: {

src/languages/es.ts

@@ -3822,6 +3822,35 @@ export default {
                 unlockFeatureGoToSubtitle: 'Ir a',
                 unlockFeatureEnableWorkflowsSubtitle: (featureName: string) => `y habilita flujos de trabajo, luego agrega ${featureName} para desbloquear esta función.`,
             },
+            categoryRules: {
+                title: 'Reglas de categoría',
+                approver: 'Aprobador',
+                requireDescription: 'Requerir descripción',
+                descriptionHint: 'Sugerencia de descripción',
+                descriptionHintDescription: (categoryName: string) =>
+                    `Recuerda a los empleados que deben proporcionar información adicional para los gastos de “${categoryName}”. Esta sugerencia aparece en el campo de descripción en los gastos.`,
+                descriptionHintLabel: 'Sugerencia',
+                descriptionHintSubtitle: 'Consejo: ¡Cuanto más corta, mejor!',
+                maxAmount: 'Importe máximo',
+                flagAmountsOver: 'Señala importes superiores a',
+                flagAmountsOverDescription: (categoryName: string) => `Aplica a la categoría “${categoryName}”.`,
+                flagAmountsOverSubtitle: 'Esto anula el importe máximo para todos los gastos.',
+                expenseLimitTypes: {
+                    expense: 'Gasto individual',
+                    expenseSubtitle: 'Señala importes de gastos por categoría. Esta regla anula la regla general del espacio de trabajo para el importe máximo de gastos.',
+                    daily: 'Total por categoría',
+                    dailySubtitle: 'Marcar el gasto total por categoría en cada informe de gastos.',
+                },
+                requireReceiptsOver: 'Requerir recibos para importes superiores a',
+                requireReceiptsOverList: {
+                    default: (defaultAmount: string) => `${defaultAmount} ${CONST.DOT_SEPARATOR} Predeterminado`,
+                    never: 'Nunca requerir recibos',
+                    always: 'Requerir recibos siempre',
+                },
+                defaultTaxRate: 'Tasa de impuesto predeterminada',
+                goTo: 'Ve a',
+                andEnableWorkflows: 'y habilita los flujos de trabajo, luego añade aprobaciones para desbloquear esta función.',
+            },
         },
     },
     getAssistancePage: {

src/libs/API/parameters/RemovePolicyCategoryReceiptsRequiredParams.ts

@@ -0,0 +1,6 @@
+type RemovePolicyCategoryReceiptsRequiredParams = {
+    policyID: string;
+    categoryName: string;
+};
+
+export default RemovePolicyCategoryReceiptsRequiredParams;

src/libs/API/parameters/SetPolicyCategoryApproverParams.ts

@@ -0,0 +1,7 @@
+type SetPolicyCategoryApproverParams = {
+    policyID: string;
+    categoryName: string;
+    approver: string;
+};
+
+export default SetPolicyCategoryApproverParams;

src/libs/API/parameters/SetPolicyCategoryDescriptionRequiredParams.ts

@@ -0,0 +1,7 @@
+type SetPolicyCategoryDescriptionRequiredParams = {
+    policyID: string;
+    categoryName: string;
+    areCommentsRequired: boolean;
+};
+
+export default SetPolicyCategoryDescriptionRequiredParams;

src/libs/API/parameters/SetPolicyCategoryMaxAmountParams.ts

@@ -0,0 +1,10 @@
+import type {PolicyCategoryExpenseLimitType} from '@src/types/onyx/PolicyCategory';
+
+type SetPolicyCategoryMaxAmountParams = {
+    policyID: string;
+    categoryName: string;
+    maxExpenseAmount: number | null;
+    expenseLimitType: PolicyCategoryExpenseLimitType;
+};
+
+export default SetPolicyCategoryMaxAmountParams;

src/libs/API/parameters/SetPolicyCategoryReceiptsRequiredParams.ts

@@ -0,0 +1,7 @@
+type SetPolicyCategoryReceiptsRequiredParams = {
+    policyID: string;
+    categoryName: string;
+    maxExpenseAmountNoReceipt: number;
+};
+
+export default SetPolicyCategoryReceiptsRequiredParams;

src/libs/API/parameters/SetPolicyCategoryTaxParams.ts

@@ -0,0 +1,7 @@
+type SetPolicyCategoryTaxParams = {
+    policyID: string;
+    categoryName: string;
+    taxID: string;
+};
+
+export default SetPolicyCategoryTaxParams;

src/libs/API/parameters/SetWorkspaceCategoryDescriptionHintParams.ts

@@ -0,0 +1,7 @@
+type SetWorkspaceCategoryDescriptionHintParams = {
+    policyID: string;
+    categoryName: string;
+    commentHint: string;
+};
+
+export default SetWorkspaceCategoryDescriptionHintParams;

src/libs/API/parameters/index.ts

@@ -295,10 +295,17 @@ export type {default as ConfigureExpensifyCardsForPolicyParams} from './Configur
 export type {default as CreateExpensifyCardParams} from './CreateExpensifyCardParams';
 export type {default as UpdateExpensifyCardTitleParams} from './UpdateExpensifyCardTitleParams';
 export type {default as OpenCardDetailsPageParams} from './OpenCardDetailsPageParams';
+export type {default as SetPolicyCategoryDescriptionRequiredParams} from './SetPolicyCategoryDescriptionRequiredParams';
+export type {default as SetPolicyCategoryApproverParams} from './SetPolicyCategoryApproverParams';
+export type {default as SetWorkspaceCategoryDescriptionHintParams} from './SetWorkspaceCategoryDescriptionHintParams';
+export type {default as SetPolicyCategoryTaxParams} from './SetPolicyCategoryTaxParams';
+export type {default as SetPolicyCategoryMaxAmountParams} from './SetPolicyCategoryMaxAmountParams';
 export type {default as EnablePolicyCompanyCardsParams} from './EnablePolicyCompanyCardsParams';
 export type {default as ToggleCardContinuousReconciliationParams} from './ToggleCardContinuousReconciliationParams';
 export type {default as CardDeactivateParams} from './CardDeactivateParams';
 export type {default as UpdateExpensifyCardLimitTypeParams} from './UpdateExpensifyCardLimitTypeParams';
+export type {default as SetPolicyCategoryReceiptsRequiredParams} from './SetPolicyCategoryReceiptsRequiredParams';
+export type {default as RemovePolicyCategoryReceiptsRequiredParams} from './RemovePolicyCategoryReceiptsRequiredParams';
 export type {default as UpdateQuickbooksOnlineAutoCreateVendorParams} from './UpdateQuickbooksOnlineAutoCreateVendorParams';
 export type {default as ImportCategoriesSpreadsheetParams} from './ImportCategoriesSpreadsheet';
 export type {default as UpdateXeroGenericTypeParams} from './UpdateXeroGenericTypeParams';

src/libs/API/types.ts

@@ -221,6 +221,13 @@ const WRITE_COMMANDS = {
     SET_POLICY_BILLABLE_MODE: ' SetPolicyBillableMode',
     DISABLE_POLICY_BILLABLE_MODE: 'DisablePolicyBillableExpenses',
     SET_WORKSPACE_ERECEIPTS_ENABLED: 'SetWorkspaceEReceiptsEnabled',
+    SET_POLICY_CATEGORY_DESCRIPTION_REQUIRED: 'SetPolicyCategoryDescriptionRequired',
+    SET_WORKSPACE_CATEGORY_DESCRIPTION_HINT: 'SetWorkspaceCategoryDescriptionHint',
+    SET_POLICY_CATEGORY_RECEIPTS_REQUIRED: 'SetPolicyCategoryReceiptsRequired',
+    REMOVE_POLICY_CATEGORY_RECEIPTS_REQUIRED: 'RemoveWorkspaceCategoryReceiptsRequired',
+    SET_POLICY_CATEGORY_MAX_AMOUNT: 'SetPolicyCategoryMaxAmount',
+    SET_POLICY_CATEGORY_APPROVER: 'SetPolicyCategoryApprover',
+    SET_POLICY_CATEGORY_TAX: 'SetPolicyCategoryTax',
     SET_POLICY_TAXES_CURRENCY_DEFAULT: 'SetPolicyCurrencyDefaultTax',
     SET_POLICY_TAXES_FOREIGN_CURRENCY_DEFAULT: 'SetPolicyForeignCurrencyDefaultTax',
     SET_POLICY_CUSTOM_TAX_NAME: 'SetPolicyCustomTaxName',
@@ -583,6 +590,13 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.ENABLE_POLICY_COMPANY_CARDS]: Parameters.EnablePolicyCompanyCardsParams;
     [WRITE_COMMANDS.ENABLE_POLICY_INVOICING]: Parameters.EnablePolicyInvoicingParams;
     [WRITE_COMMANDS.SET_POLICY_RULES_ENABLED]: Parameters.SetPolicyRulesEnabledParams;
+    [WRITE_COMMANDS.SET_POLICY_CATEGORY_DESCRIPTION_REQUIRED]: Parameters.SetPolicyCategoryDescriptionRequiredParams;
+    [WRITE_COMMANDS.SET_WORKSPACE_CATEGORY_DESCRIPTION_HINT]: Parameters.SetWorkspaceCategoryDescriptionHintParams;
+    [WRITE_COMMANDS.SET_POLICY_CATEGORY_RECEIPTS_REQUIRED]: Parameters.SetPolicyCategoryReceiptsRequiredParams;
+    [WRITE_COMMANDS.REMOVE_POLICY_CATEGORY_RECEIPTS_REQUIRED]: Parameters.RemovePolicyCategoryReceiptsRequiredParams;
+    [WRITE_COMMANDS.SET_POLICY_CATEGORY_MAX_AMOUNT]: Parameters.SetPolicyCategoryMaxAmountParams;
+    [WRITE_COMMANDS.SET_POLICY_CATEGORY_APPROVER]: Parameters.SetPolicyCategoryApproverParams;
+    [WRITE_COMMANDS.SET_POLICY_CATEGORY_TAX]: Parameters.SetPolicyCategoryTaxParams;
     [WRITE_COMMANDS.JOIN_POLICY_VIA_INVITE_LINK]: Parameters.JoinPolicyInviteLinkParams;
     [WRITE_COMMANDS.ACCEPT_JOIN_REQUEST]: Parameters.AcceptJoinRequestParams;
     [WRITE_COMMANDS.DECLINE_JOIN_REQUEST]: Parameters.DeclineJoinRequestParams;