Update logic for categorising expenses

src/CONST.ts

@@ -1617,6 +1617,27 @@ const CONST = {
             DISABLE: 'disable',
             ENABLE: 'enable',
         },
+        DEFAULT_CATEGORIES: [
+            'Advertising',
+            'Benefits',
+            'Car',
+            'Equipment',
+            'Fees',
+            'Home Office',
+            'Insurance',
+            'Interest',
+            'Labor',
+            'Maintenance',
+            'Materials',
+            'Meals and Entertainment',
+            'Office Supplies',
+            'Other',
+            'Professional Services',
+            'Rent',
+            'Taxes',
+            'Travel',
+            'Utilities',
+        ],
         OWNERSHIP_ERRORS: {
             NO_BILLING_CARD: 'noBillingCard',
             AMOUNT_OWED: 'amountOwed',

src/libs/ReportUtils.ts

@@ -55,6 +55,7 @@ import type {EmptyObject} from '@src/types/utils/EmptyObject';
 import {isEmptyObject} from '@src/types/utils/EmptyObject';
 import type IconAsset from '@src/types/utils/IconAsset';
 import * as IOU from './actions/IOU';
+import * as PolicyActions from './actions/Policy';
 import * as store from './actions/ReimbursementAccount/store';
 import * as CurrencyUtils from './CurrencyUtils';
 import DateUtils from './DateUtils';
@@ -6116,7 +6117,22 @@ function createDraftTransactionAndNavigateToParticipantSelector(transactionID: s
         mccGroup,
     } as Transaction);
 
-    Navigation.navigate(ROUTES.MONEY_REQUEST_STEP_PARTICIPANTS.getRoute(CONST.IOU.TYPE.SUBMIT, transactionID, reportID, undefined, actionName));
+    if (allPolicies && Object.values(allPolicies).filter((p) => p?.type !== 'personal').length > 0) {
+        Navigation.navigate(ROUTES.MONEY_REQUEST_STEP_PARTICIPANTS.getRoute(CONST.IOU.TYPE.SUBMIT, transactionID, reportID, undefined, actionName));
+        return;
+    }
+
+    const {expenseChatReportID} = PolicyActions.createWorkspace();
+    const isCategorizing = actionName === CONST.IOU.ACTION.CATEGORIZE;
+
+    IOU.setMoneyRequestTag(transactionID, '');
+    IOU.setMoneyRequestCategory(transactionID, '');
+    const iouConfirmationPageRoute = ROUTES.MONEY_REQUEST_STEP_CONFIRMATION.getRoute(actionName, CONST.IOU.TYPE.SUBMIT, transactionID, expenseChatReportID);
+    if (isCategorizing) {
+        Navigation.navigate(ROUTES.MONEY_REQUEST_STEP_CATEGORY.getRoute(actionName, CONST.IOU.TYPE.SUBMIT, transactionID, expenseChatReportID, iouConfirmationPageRoute));
+    } else {
+        Navigation.navigate(iouConfirmationPageRoute);
+    }
 }
 
 /**

src/libs/actions/Policy.ts

@@ -2075,6 +2075,69 @@ function createDraftInitialWorkspace(policyOwnerEmail = '', policyName = '', pol
     Onyx.update(optimisticData);
 }
 
+function buildOptimisticPolicyCategories(policyID: string, categories: readonly string[]) {
+    const optimisticCategoryMap = categories.reduce(
+        (acc, category) => ({
+            ...acc,
+            [category]: {
+                name: category,
+                enabled: true,
+                errors: null,
+                pendingAction: CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD,
+            },
+        }),
+        {},
+    );
+
+    const successCategoryMap = categories.reduce(
+        (acc, category) => ({
+            ...acc,
+            [category]: {
+                errors: null,
+                pendingAction: null,
+            },
+        }),
+        {},
+    );
+
+    const failureCategoryMap = categories.reduce(
+        (acc, category) => ({
+            ...acc,
+            [category]: {
+                errors: ErrorUtils.getMicroSecondOnyxError('workspace.categories.createFailureMessage'),
+                pendingAction: null,
+            },
+        }),
+        {},
+    );
+
+    const onyxData: OnyxData = {
+        optimisticData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${policyID}`,
+                value: optimisticCategoryMap,
+            },
+        ],
+        successData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${policyID}`,
+                value: successCategoryMap,
+            },
+        ],
+        failureData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${policyID}`,
+                value: failureCategoryMap,
+            },
+        ],
+    };
+
+    return onyxData;
+}
+
 /**
  * Optimistically creates a new workspace and default workspace chats
  *
@@ -2083,7 +2146,7 @@ function createDraftInitialWorkspace(policyOwnerEmail = '', policyName = '', pol
  * @param [policyName] custom policy name we will use for created workspace
  * @param [policyID] custom policy id we will use for created workspace
  */
-function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName = '', policyID = generatePolicyID()): string {
+function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName = '', policyID = generatePolicyID()): CreateWorkspaceParams {
     const workspaceName = policyName || generateDefaultWorkspaceName(policyOwnerEmail);
 
     const {customUnits, customUnitID, customUnitRateID, outputCurrency} = buildOptimisticCustomUnits();
@@ -2103,6 +2166,8 @@ function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName
         expenseCreatedReportActionID,
     } = ReportUtils.buildOptimisticWorkspaceChats(policyID, workspaceName);
 
+    const optimisticCategoriesData = buildOptimisticPolicyCategories(policyID, CONST.POLICY.DEFAULT_CATEGORIES);
+
     const optimisticData: OnyxUpdate[] = [
         {
             onyxMethod: Onyx.METHOD.SET,
@@ -2293,6 +2358,18 @@ function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName
         },
     ];
 
+    if (optimisticCategoriesData.optimisticData) {
+        optimisticData.push(...optimisticCategoriesData.optimisticData);
+    }
+
+    if (optimisticCategoriesData.failureData) {
+        failureData.push(...optimisticCategoriesData.failureData);
+    }
+
+    if (optimisticCategoriesData.successData) {
+        successData.push(...optimisticCategoriesData.successData);
+    }
+
     const params: CreateWorkspaceParams = {
         policyID,
         announceChatReportID,
@@ -2311,7 +2388,7 @@ function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName
 
     API.write(WRITE_COMMANDS.CREATE_WORKSPACE, params, {optimisticData, successData, failureData});
 
-    return adminsChatReportID;
+    return params;
 }
 
 function openWorkspaceReimburseView(policyID: string) {
@@ -3085,46 +3162,7 @@ function setWorkspaceCategoryEnabled(policyID: string, categoriesToUpdate: Recor
 }
 
 function createPolicyCategory(policyID: string, categoryName: string) {
-    const onyxData: OnyxData = {
-        optimisticData: [
-            {
-                onyxMethod: Onyx.METHOD.MERGE,
-                key: `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${policyID}`,
-                value: {
-                    [categoryName]: {
-                        name: categoryName,
-                        enabled: true,
-                        errors: null,
-                        pendingAction: CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD,
-                    },
-                },
-            },
-        ],
-        successData: [
-            {
-                onyxMethod: Onyx.METHOD.MERGE,
-                key: `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${policyID}`,
-                value: {
-                    [categoryName]: {
-                        errors: null,
-                        pendingAction: null,
-                    },
-                },
-            },
-        ],
-        failureData: [
-            {
-                onyxMethod: Onyx.METHOD.MERGE,
-                key: `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${policyID}`,
-                value: {
-                    [categoryName]: {
-                        errors: ErrorUtils.getMicroSecondOnyxError('workspace.categories.createFailureMessage'),
-                        pendingAction: null,
-                    },
-                },
-            },
-        ],
-    };
+    const onyxData = buildOptimisticPolicyCategories(policyID, [categoryName]);
 
     const parameters = {
         policyID,

src/pages/OnboardingWork/BaseOnboardingWork.tsx

@@ -43,7 +43,7 @@ function BaseOnboardingWork({currentUserPersonalDetails, shouldUseNativeStyles,
 
             const work = values.work.trim();
 
-            const adminsChatReportID = Policy.createWorkspace(undefined, true, work);
+            const {adminsChatReportID} = Policy.createWorkspace(undefined, true, work);
 
             Report.completeOnboarding(
                 onboardingPurposeSelected,

src/pages/iou/request/MoneyTemporaryForRefactorRequestParticipantsSelector.js

@@ -1,4 +1,3 @@
-import lodashEvery from 'lodash/every';
 import lodashGet from 'lodash/get';
 import lodashIsEqual from 'lodash/isEqual';
 import lodashMap from 'lodash/map';
@@ -9,11 +8,8 @@ import lodashValues from 'lodash/values';
 import PropTypes from 'prop-types';
 import React, {memo, useCallback, useEffect, useMemo} from 'react';
 import {useOnyx} from 'react-native-onyx';
-import BlockingView from '@components/BlockingViews/BlockingView';
 import Button from '@components/Button';
 import FormHelpMessage from '@components/FormHelpMessage';
-import * as Illustrations from '@components/Icon/Illustrations';
-import OfflineIndicator from '@components/OfflineIndicator';
 import {usePersonalDetails} from '@components/OnyxProvider';
 import {useOptionsList} from '@components/OptionListContextProvider';
 import ReferralProgramCTA from '@components/ReferralProgramCTA';
@@ -26,15 +22,11 @@ import useNetwork from '@hooks/useNetwork';
 import usePermissions from '@hooks/usePermissions';
 import useScreenWrapperTranstionStatus from '@hooks/useScreenWrapperTransitionStatus';
 import useThemeStyles from '@hooks/useThemeStyles';
-import useWindowDimensions from '@hooks/useWindowDimensions';
 import * as DeviceCapabilities from '@libs/DeviceCapabilities';
-import Navigation from '@libs/Navigation/Navigation';
 import * as OptionsListUtils from '@libs/OptionsListUtils';
-import variables from '@styles/variables';
 import * as Report from '@userActions/Report';
 import CONST from '@src/CONST';
 import ONYXKEYS from '@src/ONYXKEYS';
-import ROUTES from '@src/ROUTES';
 
 const propTypes = {
     /** Callback to request parent modal to go to next step, which should be split */
@@ -87,7 +79,6 @@ function MoneyTemporaryForRefactorRequestParticipantsSelector({participants, onF
     const offlineMessage = isOffline ? [`${translate('common.youAppearToBeOffline')} ${translate('search.resultsAreLimited')}`, {isTranslated: true}] : '';
 
     const maxParticipantsReached = participants.length === CONST.REPORT.MAXIMUM_PARTICIPANTS;
-    const {isSmallScreenWidth} = useWindowDimensions();
 
     const isIOUSplit = iouType === CONST.IOU.TYPE.SPLIT;
     const isCategorizeOrShareAction = [CONST.IOU.ACTION.CATEGORIZE, CONST.IOU.ACTION.SHARE].includes(action);
@@ -335,31 +326,6 @@ function MoneyTemporaryForRefactorRequestParticipantsSelector({participants, onF
         );
     }, [handleConfirmSelection, participants.length, isDismissed, referralContentType, shouldShowSplitBillErrorMessage, styles, translate]);
 
-    const renderEmptyWorkspaceView = () => (
-        <>
-            <BlockingView
-                icon={Illustrations.TeleScope}
-                iconWidth={variables.emptyWorkspaceIconWidth}
-                iconHeight={variables.emptyWorkspaceIconHeight}
-                title={translate('workspace.emptyWorkspace.notFound')}
-                shouldShowLink={false}
-            />
-            <Button
-                success
-                large
-                text={translate('footer.learnMore')}
-                onPress={() => Navigation.navigate(ROUTES.SETTINGS_WORKSPACES)}
-                style={[styles.mh5, styles.mb5]}
-            />
-            {isSmallScreenWidth && <OfflineIndicator />}
-        </>
-    );
-
-    const isAllSectionsEmpty = lodashEvery(sections, (section) => section.data.length === 0);
-    if (isCategorizeOrShareAction && isAllSectionsEmpty && didScreenTransitionEnd && debouncedSearchTerm.trim() === '' && areOptionsInitialized) {
-        return renderEmptyWorkspaceView();
-    }
-
     return (
         <SelectionList
             onConfirm={handleConfirmSelection}