Show/hide delete expense button based on Liability type for card transaction #56877

narefyev91 · 2025-02-14T15:07:24Z

Explanation of Change

Liability type are currently coming for card transactions. We should show Delete expense button based on this prop

Fixed Issues

$ #56366
PROPOSAL: #56366 (comment)

Tests

Create new workspace.
Enable delay submissions.
Add new direct card feed.
Verify allow deleting transactions is disabled.
Assign a card with expenses.
Sync its transactions
Go to the workspace chat.
Verify that delete expense button is not shown

Verify additional places:

Go to search
Find expense report from steps above
Click on it to get details in right panel
Verify that delete button is not shown

Context menu button:

Go to chat in which expense was sent
Right click or long press on expense report to view context action menu.
Verify that delete button is not shown

Create new workspace.
Enable delay submissions.
Add new direct card feed.
Verify allow deleting transactions is enabled.
Assign a card with expenses.
Sync its transactions
Go to the workspace chat.
Verify that delete expense button is shown

Verify additional places:

Go to search
Find expense report from steps above
Click on it to get details in right panel
Verify that delete button is shown

Context menu button:

Go to chat in which expense was sent
Right click or long press on expense report to view context action menu.
Verify that delete button is shown

Verify that no errors appear in the JS console

Offline tests

No changes

QA Steps

Same as tests

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

android.mov

Android: mWeb Chrome

android-web.mov

iOS: Native

ios.mov

iOS: mWeb Safari

ios-web.mov

MacOS: Chrome / Safari

web.mov

MacOS: Desktop

desktop.mov

melvin-bot · 2025-02-14T15:07:31Z

@ntdiary 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]

src/pages/ReportDetailsPage.tsx

…d-expense

ntdiary · 2025-02-27T14:45:14Z

src/pages/ReportDetailsPage.tsx

+    const isCardTransaction = isCardTransactionTransactionUtils(transaction);
+
+    const isAllowToDeleteTransaction = !isCardTransaction || (isCardTransaction && transaction?.comment?.liabilityType === CONST.TRANSACTION.LIABILITY_TYPE.ALLOW);
+    const shouldShowDeleteButton = isCardTransaction ? isAllowToDeleteTransaction : shouldShowTaskDeleteButton || canDeleteRequest;


looks like the condition here is actually isCardTransaction ? transaction?.comment?.liabilityType === CONST.TRANSACTION.LIABILITY_TYPE.ALLOW : shouldShowTaskDeleteButton || canDeleteRequest ?
BTW, should we also update the Delete expense option in the context menu? or address that in a separate issue?

might need to add some similar logic here as well.

App/src/libs/ReportUtils.ts

Lines 2168 to 2181 in 5c4dc1c

if (isMoneyRequestAction(reportAction)) {

// For now, users cannot delete split actions

const isSplitAction = getOriginalMessage(reportAction)?.type === CONST.IOU.REPORT_ACTION_TYPE.SPLIT;

if (isSplitAction) {

return false;

}

if (isActionOwner) {

if (!isEmptyObject(report) && (isMoneyRequestReport(report) || isInvoiceReport(report))) {

return canDeleteTransaction(report);

}

return true;

}

Yes i think we should update the logic there and the logic on Search page too - you can also delete expense from there

Yeah from search page we using the same component "Details page" - which already has that logic:

Let me know if that's not only place to take a look... did not find anything else in search area

@mountiny updated all places

Yes i think we should update the logic there and the logic on Search page too - you can also delete expense from there

This Delete option?

@ntdiary @narefyev91 yes

I think in this particular case Delete button reference on API data - for transaction it's coming prop - canDelete: boolean.

I see that liabilityType is being returned. maybe either fix it on the backend to ensure canDelete has the correct value, or consider adding a liabilityType sub-condition on the frontend? I don’t have a strong preference. :D

if BE already knows that transaction type will be corporate - i think the flag canDelete should also follows the same pattern. @mountiny do you think it will be possible to add check on BE side?

Ok, I personally agree that it’s better for the backend to return the correct value and keep it as the source of truth. :)

…d-expense

mountiny · 2025-03-02T22:06:33Z

@narefyev91 please add test steps for all the places the expense can be deleted from

@ntdiary please proceed with testing and checklist now

tests/ui/ReportDetailsPageTest.tsx

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

src/pages/ReportDetailsPage.tsx

ntdiary

just FYI, if the client doesn't load the child IOU action data, moneyRequestAction might be undefined. And I think this problem can be handled in a separate ticket, as there doesn’t seem to be a good way to address it at the moment.

src/libs/ReportUtils.ts

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

…d-expense

ntdiary · 2025-03-05T10:23:50Z

@narefyev91, also needs to add moneyRequestAction here. :)
https://github.com/Expensify/App/pull/56877/files#diff-390b4b7a2bc224f07a97353ccafa38c838810afa909b43c3a491852fa903daceR771

ntdiary · 2025-03-05T10:27:27Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
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- I verified the steps for local testing are in the Tests section
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- Android: mWeb Chrome
- iOS: Native
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Screenshots/Videos

Android: Native

56877-android-native.mov

Android: mWeb Chrome

56877-android-web.mov

iOS: Native

56877-ios-native.mov

iOS: mWeb Safari

56877-ios-safari.mov

MacOS: Chrome / Safari

56877-mac-chrome.mov

MacOS: Desktop

56877-mac-desktop.mov

ntdiary · 2025-03-05T10:32:53Z

src/libs/ReportUtils.ts

    const isActionOwner = reportAction?.actorAccountID === currentUserAccountID;
    const policy = allPolicies?.[`${ONYXKEYS.COLLECTION.POLICY}${report?.policyID}`] ?? null;
+    const iouTransactionID = isMoneyRequestAction(reportAction) ? getOriginalMessage(reportAction)?.IOUTransactionID : '';


Not a blocker, just feel that if we can move this below isMoneyRequestAction(reportAction) , it could help us avoid some unnecessary fetches. I'll start filling the checklist in a few hours. :)

@narefyev91 might be good to follow up later

ntdiary

LGTM. And we might need to update the test steps based on this conv. The Delete option is now directly tied to the liabilityType in the transaction, not the feed settings. :D

cc @narefyev91 @mountiny

mountiny

@narefyev91 the comments are NAB and I would like to get this fixed sooner, can you though follow up in some future PR to clean the NABs up? thanks!

mountiny · 2025-03-05T20:21:27Z

src/libs/ReportUtils.ts

    const isActionOwner = reportAction?.actorAccountID === currentUserAccountID;
    const policy = allPolicies?.[`${ONYXKEYS.COLLECTION.POLICY}${report?.policyID}`] ?? null;
+    const iouTransactionID = isMoneyRequestAction(reportAction) ? getOriginalMessage(reportAction)?.IOUTransactionID : '';


@narefyev91 might be good to follow up later

mountiny · 2025-03-05T20:24:47Z

src/pages/ReportDetailsPage.tsx

+    const [transaction] = useOnyx(`${ONYXKEYS.COLLECTION.TRANSACTION}${iouTransactionID || CONST.DEFAULT_NUMBER_ID}`);
+    const isCardTransaction = isCardTransactionTransactionUtils(transaction);
+
+    const shouldShowDeleteButton =


Could you also wrap the (!isCardTransaction || (isCardTransaction && transaction?.comment?.liabilityType === CONST.TRANSACTION.LIABILITY_TYPE.ALLOW)) condition to some helper method or variable? I feel like this is hard to read and its used in at least two places

OSBotify · 2025-03-05T20:37:33Z

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

github-actions · 2025-03-06T23:14:41Z

🚀 Deployed to staging by https://github.com/mountiny in version: 9.1.10-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	success ✅
🍎🔄 iOS HybridApp 🍎🔄	success ✅

joekaufmanexpensify · 2025-03-10T18:21:13Z

Tests

Create new workspace.

Enable delay submissions.

Add new direct card feed.

Verify allow deleting transactions is disabled.

Assign a card with expenses.

Sync its transactions

Go to the workspace chat.

Verify that delete expense button is not shown

Verify additional places:

Go to search

Find expense report from steps above

Click on it to get details in right panel

Verify that delete button is not shown

Context menu button:

Go to chat in which expense was sent

Right click or long press on expense report to view context action menu.

Verify that delete button is not shown

Confirmed!

joekaufmanexpensify · 2025-03-10T18:30:54Z

Create new workspace.

Enable delay submissions.

Add new direct card feed.

Verify allow deleting transactions is enabled.

Assign a card with expenses.

Sync its transactions

Go to the workspace chat.

Verify that delete expense button is shown

Verify additional places:

Go to search

Find expense report from steps above

Click on it to get details in right panel

Verify that delete button is shown

Context menu button:

Go to chat in which expense was sent

Right click or long press on expense report to view context action menu.

Verify that delete button is shown

This case is not working. No option to delete transactions if allow deleting transactions is toggled on before assigning card.

2025-03-10_14-30-06.mp4

joekaufmanexpensify · 2025-03-10T18:31:34Z

Still checked this off as IDT it needs to block deploy.

github-actions · 2025-03-10T21:10:13Z

🚀 Deployed to production by https://github.com/mountiny in version: 9.1.10-6 🚀

platform	result
🤖 android 🤖	true ❌
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	failure ❌
🍎🔄 iOS HybridApp 🍎🔄	failure ❌

joekaufmanexpensify · 2025-03-12T13:04:20Z

There was a BE issue preventing the delete case from working. We fixed it and retested, and it's working now!

ntdiary · 2025-03-12T13:19:16Z

There was a BE issue preventing the delete case from working. We fixed it and retested, and it's working now!

There are still some issues on the FE that need to be resolved.

Show/hide delete expense button based on feed settings for Company cards

e1586d2

narefyev91 requested a review from a team as a code owner February 14, 2025 15:07

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narefyev91 added 4 commits February 27, 2025 10:06

Merge branch 'refs/heads/main' into hide-delete-expense-button-if-car…

b5600cd

…d-expense

show/hide button based on transaction liability

ea2eb87

prettier

db6e038

fix ts

658078e

narefyev91 requested a review from mountiny February 27, 2025 09:27

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narefyev91 added 6 commits February 27, 2025 16:57

update condition

f04c256

remove ability to show delete button in context menu

fb471bb

fix empty transaction

089e966

Merge branch 'refs/heads/main' into hide-delete-expense-button-if-car…

ba8fa7e

…d-expense

fix jest

3cb14b6

fix jest

78a5666

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add unit test

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narefyev91 requested a review from mountiny March 3, 2025 12:50

show delete button for card transaction report

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narefyev91 added 2 commits March 4, 2025 17:11

update condition for report details page

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update condition for context menu

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Merge branch 'refs/heads/main' into hide-delete-expense-button-if-car…

5b32275

…d-expense

update after c+ review

53e8d25

prettier

0ef4703

ts

e15f660

fix jest

dbca006

narefyev91 requested a review from ntdiary March 5, 2025 08:48

add missing money request

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narefyev91 changed the title ~~Show/hide delete expense button based on feed settings for Company cards~~ Show/hide delete expense button based on Liability type for card transaction Mar 5, 2025

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mountiny merged commit 8d88549 into Expensify:main Mar 5, 2025
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Deploy Checklist: New Expensify 2025-03-06 #57963

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[Due for payment 2025-03-17] [$250] "Company Cards: 'Allow Deleting Transactions' Toggle Not Functioning Correctly, Dependent on 'Delay Submissions' Setting" #56366

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Show/hide delete expense button based on Liability type for card transaction #56877

Show/hide delete expense button based on Liability type for card transaction #56877

narefyev91 commented Feb 14, 2025 •

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ntdiary commented Mar 12, 2025

	if (isMoneyRequestAction(reportAction)) {
	// For now, users cannot delete split actions
	const isSplitAction = getOriginalMessage(reportAction)?.type === CONST.IOU.REPORT_ACTION_TYPE.SPLIT;

	if (isSplitAction) {
	return false;
	}

	if (isActionOwner) {
	if (!isEmptyObject(report) && (isMoneyRequestReport(report) \|\| isInvoiceReport(report))) {
	return canDeleteTransaction(report);
	}
	return true;
	}

Show/hide delete expense button based on Liability type for card transaction #56877

Show/hide delete expense button based on Liability type for card transaction #56877

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narefyev91 commented Feb 14, 2025 • edited by mountiny Loading

Explanation of Change

Fixed Issues

Tests

Offline tests

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PR Author Checklist

Screenshots/Videos

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