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WorkflowUtils.ts
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import lodashMapKeys from 'lodash/mapKeys';
import type {ValueOf} from 'type-fest';
import CONST from '@src/CONST';
import type {ApprovalWorkflowOnyx, Approver, Member} from '@src/types/onyx/ApprovalWorkflow';
import type ApprovalWorkflow from '@src/types/onyx/ApprovalWorkflow';
import type {PersonalDetailsList} from '@src/types/onyx/PersonalDetails';
import type {PolicyEmployeeList} from '@src/types/onyx/PolicyEmployee';
const INITIAL_APPROVAL_WORKFLOW: ApprovalWorkflowOnyx = {
members: [],
approvers: [],
availableMembers: [],
usedApproverEmails: [],
isDefault: false,
action: CONST.APPROVAL_WORKFLOW.ACTION.CREATE,
isLoading: false,
};
type GetApproversParams = {
/**
* List of employees in the policy
*/
employees: PolicyEmployeeList;
/**
* Personal details of the employees where the key is the email
*/
personalDetailsByEmail: PersonalDetailsList;
/**
* Email of the first approver
*/
firstEmail: string;
};
/** Get the list of approvers for a given email */
function calculateApprovers({employees, firstEmail, personalDetailsByEmail}: GetApproversParams): Approver[] {
const approvers: Approver[] = [];
// Keep track of approver emails to detect circular references
const currentApproverEmails = new Set<string>();
let nextEmail: string | undefined = firstEmail;
while (nextEmail) {
if (!employees[nextEmail]) {
break;
}
const isCircularReference = currentApproverEmails.has(nextEmail);
approvers.push({
email: nextEmail,
forwardsTo: employees[nextEmail].forwardsTo,
avatar: personalDetailsByEmail[nextEmail]?.avatar,
displayName: personalDetailsByEmail[nextEmail]?.displayName ?? nextEmail,
isCircularReference,
});
// If we've already seen this approver, break to prevent infinite loop
if (isCircularReference) {
break;
}
currentApproverEmails.add(nextEmail);
// If there is a forwardsTo, set the next approver to the forwardsTo
nextEmail = employees[nextEmail].forwardsTo;
}
return approvers;
}
type PolicyConversionParams = {
/**
* List of employees in the policy
*/
employees: PolicyEmployeeList;
/**
* Personal details of the employees
*/
personalDetails: PersonalDetailsList;
/**
* Email of the default approver for the policy
*/
defaultApprover: string;
/**
* Email of the first approver in current edited workflow
*/
firstApprover?: string;
};
type PolicyConversionResult = {
/**
* List of approval workflows
*/
approvalWorkflows: ApprovalWorkflow[];
/**
* List of available members that can be selected in the workflow
*/
availableMembers: Member[];
/**
* Emails that are used as approvers in currently configured workflows
*/
usedApproverEmails: string[];
};
/** Convert a list of policy employees to a list of approval workflows */
function convertPolicyEmployeesToApprovalWorkflows({employees, defaultApprover, personalDetails, firstApprover}: PolicyConversionParams): PolicyConversionResult {
const approvalWorkflows: Record<string, ApprovalWorkflow> = {};
// Keep track of used approver emails to display hints in the UI
const usedApproverEmails = new Set<string>();
const personalDetailsByEmail = lodashMapKeys(personalDetails, (value, key) => value?.login ?? key);
// Add each employee to the appropriate workflow
Object.values(employees).forEach((employee) => {
const {email, submitsTo} = employee;
if (!email || !submitsTo) {
return;
}
const member: Member = {email, avatar: personalDetailsByEmail[email]?.avatar, displayName: personalDetailsByEmail[email]?.displayName ?? email};
if (!approvalWorkflows[submitsTo]) {
const approvers = calculateApprovers({employees, firstEmail: submitsTo, personalDetailsByEmail});
if (submitsTo !== firstApprover) {
approvers.forEach((approver) => usedApproverEmails.add(approver.email));
}
approvalWorkflows[submitsTo] = {
members: [],
approvers,
isDefault: defaultApprover === submitsTo,
};
}
approvalWorkflows[submitsTo].members.push(member);
});
// Sort the workflows by the first approver's name (default workflow has priority)
const sortedApprovalWorkflows = Object.values(approvalWorkflows).sort((a, b) => {
if (a.isDefault) {
return -1;
}
if (b.isDefault) {
return 1;
}
return (a.approvers[0]?.displayName ?? '-1').localeCompare(b.approvers[0]?.displayName ?? '-1');
});
// Add a default workflow if one doesn't exist (no employees submit to the default approver)
const firstWorkflow = sortedApprovalWorkflows.at(0);
if (firstWorkflow && !firstWorkflow.isDefault) {
sortedApprovalWorkflows.unshift({
members: [],
approvers: calculateApprovers({employees, firstEmail: defaultApprover, personalDetailsByEmail}),
isDefault: true,
});
}
return {approvalWorkflows: sortedApprovalWorkflows, usedApproverEmails: [...usedApproverEmails], availableMembers: sortedApprovalWorkflows.at(0)?.members ?? []};
}
type ConvertApprovalWorkflowToPolicyEmployeesParams = {
/**
* Approval workflow to convert
*/
approvalWorkflow: ApprovalWorkflow;
/**
* Members to remove from the approval workflow
*/
membersToRemove?: Member[];
/**
* Mode to use when converting the approval workflow
*/
type: ValueOf<typeof CONST.APPROVAL_WORKFLOW.TYPE>;
};
/** Convert an approval workflow to a list of policy employees */
function convertApprovalWorkflowToPolicyEmployees({approvalWorkflow, membersToRemove, type}: ConvertApprovalWorkflowToPolicyEmployeesParams): PolicyEmployeeList {
const updatedEmployeeList: PolicyEmployeeList = {};
const firstApprover = approvalWorkflow.approvers.at(0);
if (!firstApprover) {
throw new Error('Approval workflow must have at least one approver');
}
approvalWorkflow.approvers.forEach((approver, index) => {
const nextApprover = approvalWorkflow.approvers.at(index + 1);
updatedEmployeeList[approver.email] = {
email: approver.email,
forwardsTo: type === CONST.APPROVAL_WORKFLOW.TYPE.REMOVE ? '' : nextApprover?.email ?? '',
};
});
approvalWorkflow.members.forEach(({email}) => {
updatedEmployeeList[email] = {
...(updatedEmployeeList[email] ? updatedEmployeeList[email] : {email}),
submitsTo: type === CONST.APPROVAL_WORKFLOW.TYPE.REMOVE ? '' : firstApprover.email ?? '',
};
});
membersToRemove?.forEach(({email}) => {
updatedEmployeeList[email] = {
...(updatedEmployeeList[email] ? updatedEmployeeList[email] : {email}),
submitsTo: '',
};
});
return updatedEmployeeList;
}
export {calculateApprovers, convertPolicyEmployeesToApprovalWorkflows, convertApprovalWorkflowToPolicyEmployees, INITIAL_APPROVAL_WORKFLOW};