[Held requests] Clean up the hold/unhold logic #45151

cdOut · 2024-07-10T13:26:53Z

Details

Fix for hold/unhold logic to make it display properly as an option both in the context menu on right-click/long-press as well as a promoted aciton in the reports details page.

Fixed Issues

$ #44573
$ #45518
PROPOSAL:

Tests

Expenses on iouReports

Submit an expense to another account.
Confirm that you can hold the expense from both accounts participating in the expense report.
Hold it from one of the accounts and confirm that it only can be unheld by the account that held it.

Expenses on expenseReports

Create a workspace and invite a second account into it
Submit an expense for said workspace from the other account.
Confirm that the member of said expense report can hold it, same for approved assigned to it and also admin of said workspace.
As for unholding, members should be able to do so if they also put it on hold originally, approvers should be able to unhold expenses assigned to them and admins should be able to unhold any expenses from their workspaces.

Verify that no errors appear in the JS console

Offline tests

QA Steps

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

MacOS: Desktop and Chrome / Safari

DESKTOP.WEB.mov

war-in

LGTM 👍

robertjchen · 2024-07-18T22:35:27Z

@cdOut Is this ready for review? 🙏

melvin-bot · 2024-07-19T09:34:54Z

@parasharrajat 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]

parasharrajat · 2024-07-20T09:30:10Z

I am getting unhold request error from backend when I try to unhold the request from Approver.

parasharrajat · 2024-07-20T09:35:53Z

BUG: If some reason hold/unhold request is failed on the client. After clearing the RBR error from request, the unheld or held message from report is not removed.

Expected: The message should also remove on clearing RBR when the operation failed.

20.07.2024_15.05.01_REC.mp4

parasharrajat · 2024-07-20T09:37:08Z

Now, I have couple of questions on how the button visibility should work for all the cases.

If a user is not able to hold a request, should the hold button be hidden on the report. Vice-versa for unhold.
If the buttons should be visible all the times, What should happen when a non-autorized user clicks that button. For example, a member tries to unhold a request which was held by approver.

@trjExpensify

parasharrajat · 2024-07-20T09:39:07Z

Approver of workspace is not able to unhold a expense request PUT on hold by someone else (member or admin).
Admin of workspace is not able to unhold a expense request PUT on hold by someone else (member or approver).

Related: #45151 (comment)

robertjchen · 2024-07-22T01:01:31Z

@parasharrajat

If a user is not able to hold a request, should the hold button be hidden on the report. Vice-versa for unhold.

Yes, the hold button should be hidden if the user is not able to hold a particular request and vice versa.

If the buttons should be visible all the times, What should happen when a non-autorized user clicks that button. For example, a member tries to unhold a request which was held by approver.

Ideally, we would not allow the user to get to this state through the frontend.

Approver of workspace is not able to unhold a expense request PUT on hold by someone else (member or admin).

Admin of workspace is not able to unhold a expense request PUT on hold by someone else (member or approver).

Interesting- let me double-check the backend. In theory, admin/approvers for expense reports should be unable to unhold in all cases to move a report/request through the approval workflow.

The submitter is prevented from unholding in all cases EXCEPT the case where they had specifically held their submission in the first place. 🤔

In the case of an IOU, the approver cannot unhold if the submitter/requestor had put it on hold.

robertjchen · 2024-07-22T03:30:42Z

Thanks again for the tests @parasharrajat ! Made a few tweaks to the backend to allow an approver/admin to unhold an expense put on hold by someone else, but it shouldn't block the progress here 👍

parasharrajat · 2024-07-22T09:00:52Z

@cdOut Can you please look into the bugs above?

cdOut · 2024-07-22T12:34:42Z

Yes, I'll look into them today.

cdOut · 2024-07-24T13:08:39Z

Update to the issue, I'm working on fixing the bugs today and will focus on getting it to be ready for a re-review early tomorrow.

cdOut · 2024-07-29T08:05:12Z

As an update to the issue thread, today I'm completing the fix for the context menu (Long-press / Right Mouse Button) to also work properly with our current logic and I'll let @parasharrajat know when it's ready for a re-review later.

cdOut · 2024-07-31T13:45:25Z

@parasharrajat ready for your re-review.

parasharrajat · 2024-07-31T21:28:13Z

@cdOut Please Resolve conflicts.

parasharrajat · 2024-08-01T07:44:25Z

src/pages/home/report/ContextMenu/BaseReportActionContextMenu.tsx

+    const childReport = ReportUtils.getReport(reportAction?.childReportID ?? '-1');
+    const parentReportAction = ReportActionsUtils.getReportAction(childReport?.parentReportID ?? '', childReport?.parentReportActionID ?? '');
+    const {reportActions: paginatedReportActions} = usePaginatedReportActions(childReport?.reportID ?? '-1');
+
+    const transactionThreadReportID = useMemo(
+        () => ReportActionsUtils.getOneTransactionThreadReportID(childReport?.reportID ?? '-1', paginatedReportActions ?? [], isOffline),
+        [childReport?.reportID, paginatedReportActions, isOffline],
+    );
+
+    const [transactionThreadReport] = useOnyx(`${ONYXKEYS.COLLECTION.REPORT}${transactionThreadReportID}`);
+
+    const isMoneyRequestReport = useMemo(() => ReportUtils.isMoneyRequestReport(childReport), [childReport]);
+    const isInvoiceReport = useMemo(() => ReportUtils.isInvoiceReport(childReport), [childReport]);
+
+    const requestParentReportAction = useMemo(() => {
+        if (isMoneyRequestReport || isInvoiceReport) {
+            if (!paginatedReportActions || !transactionThreadReport?.parentReportActionID) {
+                return undefined;
+            }
+            return paginatedReportActions.find((action) => action.reportActionID === transactionThreadReport.parentReportActionID);
+        }
+        return parentReportAction;
+    }, [parentReportAction, isMoneyRequestReport, isInvoiceReport, paginatedReportActions, transactionThreadReport?.parentReportActionID]);
+
+    const moneyRequestAction = transactionThreadReportID ? requestParentReportAction : parentReportAction;
+
+    const [parentReportNameValuePairs] = useOnyx(`${ONYXKEYS.COLLECTION.REPORT_NAME_VALUE_PAIRS}${childReport?.parentReportID ?? '-1'}`);
+    const parentReport = ReportUtils.getReport(childReport?.parentReportID ?? '-1');
+
+    const isMoneyRequest = useMemo(() => ReportUtils.isMoneyRequest(childReport), [childReport]);
+    const isTrackExpenseReport = ReportUtils.isTrackExpenseReport(childReport);
+    const isSingleTransactionView = isMoneyRequest || isTrackExpenseReport;
+    const isMoneyRequestOrReport = isMoneyRequestReport || isInvoiceReport || isSingleTransactionView;


Don't we have utils to get all these already?

If you know of said utils then please point them out to me, but I don't think we already have one that would handle this sort of logic. This was recently written for just ReportDetailsPage which unified multiple pages with hold functionalities into one component.

Let me see.

trjExpensify · 2024-08-01T21:22:05Z

@parasharrajat did you look for those Utils, can we continue the review? Thanks!

parasharrajat · 2024-08-02T12:23:40Z

@trjExpensify Yes, I am testing it. I will have more updates in sometime today.

parasharrajat · 2024-08-04T16:49:01Z

Members can only unhold expenses they put on hold themselves.

This case is failing. User A requested money from user B. User B held the request.

BUG: User A is seeing unhold button.
BUG: User B does not see unhold button.

parasharrajat · 2024-08-04T16:53:26Z

Members can unhold their own expenses, but only if they themselves put the expense on hold.

User A requested money to a Workspace. User A held the request.

BUG: User A does not see unhold button.

parasharrajat

Bugs above. Rest the code looks good to me.

cdOut · 2024-08-05T09:43:47Z

I'll be looking at the bugs today, will let you know when it's done.

merge main into @cdOut/cleanup-hold-unhold

parasharrajat · 2024-08-07T13:16:27Z

@cdOut Any updates?

cdOut · 2024-08-07T14:50:04Z

I am finishing this one now, will send you an update later today when it's ready

cdOut · 2024-08-08T12:32:57Z

Got a little blocked since the way we detect who held the expense changed with this logic, will notify when I resolve this one

merge main into @cdOut/cleanup-hold-unhold

cdOut · 2024-08-09T10:21:22Z

@parasharrajat ready for your re-review, merged the latest main also

parasharrajat · 2024-08-09T21:26:51Z

Screenshots

🔲 iOS / native

10.08.2024_16.34.08_REC.mp4

🔲 iOS / Safari

10.08.2024_16.26.26_REC.mp4

🔲 MacOS / Desktop

10.08.2024_16.24.15_REC.mp4

🔲 MacOS / Chrome

10.08.2024_16.18.47_REC.mp4

🔲 Android / Chrome

10.08.2024_16.42.10_REC.mp4

🔲 Android / native

10.08.2024_16.31.22_REC.mp4

parasharrajat

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🎀 👀 🎀 C+ reviewed

robertjchen

Thanks!

OSBotify · 2024-08-10T19:15:41Z

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

Beamanator · 2024-08-14T20:12:31Z

FYI I believe this was deployed to prod yesterday, from this checklist - #47219

cdOut added 2 commits July 10, 2024 15:25

fix hold/unhold logic

948e1f7

fix lint errors

e43ffe0

war-in approved these changes Jul 11, 2024

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cdOut added 5 commits July 19, 2024 11:07

fix isPolicyAdmin not being properly implemented in ReportUtils check

1384fe1

Merge branch 'main' into @cdOut/cleanup-hold-unhold

94ae4d3

fix prettier

ade4976

fix lint errors after merge

c8dce56

clean up code

c4289b4

cdOut marked this pull request as ready for review July 19, 2024 09:34

cdOut requested a review from a team as a code owner July 19, 2024 09:34

melvin-bot bot requested review from parasharrajat and removed request for a team July 19, 2024 09:34

This was referenced Jul 29, 2024

[Awaiting Payment 20th August] [Held requests] Clean up the hold/unhold logic #44573

Closed

[HOLD for payment 2024-08-14] [$250] Hold - Missing "Unhold" on the report header of held expense after it is moved to new report offline #46371

Closed

stephanieelliott mentioned this pull request Jul 30, 2024

[HOLD for payment 2024-08-19] [$250] Send invoice - Hold option is present for invoice and the invoice cannot be held #45518

Closed

5 tasks

cdOut added 3 commits July 31, 2024 11:11

correct logic for hold/unhold for ContextMenu action

1259a4a

fix prettier

dbf2421

Merge branch 'main' into @cdOut/cleanup-hold-unhold

1238c05

parasharrajat reviewed Aug 1, 2024

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Merge branch 'main' into @cdOut/cleanup-hold-unhold

522447f

parasharrajat suggested changes Aug 4, 2024

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Merge branch 'main' into @cdOut/cleanup-hold-unhold

3521502

merge main into @cdOut/cleanup-hold-unhold

trjExpensify mentioned this pull request Aug 5, 2024

[Search v1.2] - Unsubmitted expense can be held without error in Search #46742

Closed

6 tasks

cdOut added 3 commits August 9, 2024 12:03

fix isHoldCreator not working properly for money requests

9bbd7a7

fix prettier

07c607d

Merge branch 'main' into @cdOut/cleanup-hold-unhold

70691da

merge main into @cdOut/cleanup-hold-unhold

cdOut added 2 commits August 9, 2024 13:34

correct logic for non-IOU unhold author conditional

eee69cb

fix prettier and formatting

03e5b25

parasharrajat approved these changes Aug 10, 2024

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melvin-bot bot requested a review from Beamanator August 10, 2024 11:09

robertjchen approved these changes Aug 10, 2024

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robertjchen merged commit 93dc1c9 into Expensify:main Aug 10, 2024
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github-actions bot mentioned this pull request Aug 12, 2024

Deploy Checklist: New Expensify 2024-08-12 #47219

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90 tasks

cdOut mentioned this pull request Aug 12, 2024

[Held requests] Hold button on expense preview appears only if open the expense first #47241

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[Held requests] Clean up the hold/unhold logic #45151

[Held requests] Clean up the hold/unhold logic #45151

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[Held requests] Clean up the hold/unhold logic #45151

[Held requests] Clean up the hold/unhold logic #45151

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