Set default tax #42126

aldo-expensify · 2024-05-14T02:22:27Z

Details

Solution: use the policy's default tax rate if taxCode is not set. We do this in a useEffect in the same way we do it for other fields, for example here:

App/src/components/MoneyRequestConfirmationList.tsx

Lines 248 to 256 in 8668b62

    
           useEffect(() => { 
        
               if (customUnitRateID || !canUseP2PDistanceRequests) { 
        
                   return; 
        
               } 
        
               if (!customUnitRateID) { 
        
                   const rateID = lastSelectedDistanceRates?.[policy?.id ?? ''] ?? defaultMileageRate?.customUnitRateID ?? ''; 
        
                   IOU.setCustomUnitRateID(transactionID, rateID); 
        
               } 
        
           }, [defaultMileageRate, customUnitRateID, lastSelectedDistanceRates, policy?.id, canUseP2PDistanceRequests, transactionID]);

Fixed Issues

$ #42114
PROPOSAL:

Tests

Create workspace and enable Taxes
Set the tax rate 5% as default
In the chat with yourself, track an expense
In the whisper with actions, click "Categorize it"
Select the policyExpenseChat of the workspace you created in step 1
Select any category
Scroll down and click "Show more"
Verify that you see the Tax correctly selected: "Tax Rate 1 (5%) - Default"
Verify that the Tax amount looks correct (5% of the amount your entered)
Click "Submit"
Verify that the tax is still set

Verify that no errors appear in the JS console

Offline tests

QA Steps

Create workspace and enable Taxes
Set the tax rate 5% as default
In the chat with yourself, track an expense
In the whisper with actions, click "Categorize it"
Select the policyExpenseChat of the workspace you created in step 1
Select any category
Scroll down and click "Show more"
Verify that you see the Tax correctly selected: "Tax Rate 1 (5%) - Default"
Verify that the Tax amount looks correct (5% of the amount your entered)
Click "Submit"
Verify that the tax is still set

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

Screen.Recording.2024-05-13.at.7.30.09.PM.mov

MacOS: Desktop

aldo-expensify · 2024-05-14T02:27:36Z

Following the Test steps described above, I end up with a negative tax amount:

Is this expected? @MonilBhavsar @teneeto @getusha (Tagged you because you are in the original PR #40443 and may know if this is correct or not 🙇 )

melvin-bot · 2024-05-14T02:31:48Z

@hungvu193 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/components/MoneyRequestConfirmationList.tsx

hungvu193 · 2024-05-14T02:36:18Z

@aldo-expensify Let me know if this needs C+ review

aldo-expensify · 2024-05-14T02:49:18Z

@aldo-expensify Let me know if this needs C+ review

Let me see if @getusha can get to this, since they reviewed the PR that introduced the regression https://github.com/Expensify/App/pull/40443/files#r1599258680

MonilBhavsar · 2024-05-14T13:04:07Z

Thanks for the PR! We already have a hook to set tax details here

App/src/components/MoneyRequestConfirmationList.tsx

Lines 373 to 382 in d646a30

    
           useEffect(() => { 
        
               const taxAmount = getTaxAmount(transaction, policy).toString(); 
        
               const amountInSmallestCurrencyUnits = CurrencyUtils.convertToBackendAmount(Number.parseFloat(taxAmount)); 
        
               if (transaction?.taxAmount && previousTransactionAmount === transaction?.amount && previousTransactionCurrency === transaction?.currency) { 
        
                   return IOU.setMoneyRequestTaxAmount(transactionID, transaction?.taxAmount ?? 0, true); 
        
               } 
        
               IOU.setMoneyRequestTaxAmount(transactionID, amountInSmallestCurrencyUnits, true); 
        
           }, [policy, transaction, transactionID, previousTransactionAmount, previousTransactionCurrency]);

Issue will be fixed with #42151

aldo-expensify · 2024-05-14T17:05:52Z

Thanks for the PR! We already have a hook to set tax details here

That is setting taxAmount, not the taxCode. This PR is using the same pattern to set the taxCode.

getusha · 2024-05-19T12:21:03Z

@MonilBhavsar @aldo-expensify will this be fixed in #42151?

MonilBhavsar · 2024-05-20T05:17:18Z

No, we should fix it here and close #42151

MonilBhavsar · 2024-05-20T06:35:34Z

This is linked to this issue #42114. So I think we should assign Eric as a reviewer here 🤔 cc @aldo-expensify

…-tax-rate-to-transaction

aldo-expensify · 2024-05-22T07:51:44Z

Swapped reviewer to @eh2077, this should be ready for review.

aldo-expensify · 2024-05-22T07:54:08Z

The backend for now is ignoring the taxCode and taxAmount sent in AddTrackedExpenseToPolicy, so if you manually change the tax code to one that is not the default, these changes won't be persisted, but that is out of the scope of this PR and I'm working on it in the backend. This PR is only taking care of selecting the default tax code when it is missing.

eh2077 · 2024-05-22T17:18:30Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
I verified the correct issue is linked in the ### Fixed Issues section above
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If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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If any new file was added I verified that:
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If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
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N/A

iOS: Native

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iOS: mWeb Safari

N/A

MacOS: Chrome / Safari

0-web.mp4

MacOS: Desktop

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eh2077

Frontend optimistic updating works well. Code also looks good, just a minor comment

src/components/MoneyRequestConfirmationList.tsx

melvin-bot · 2024-05-22T17:25:48Z

@dangrous 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]

dangrous

This works for me but might be able to get around the eslint thing with @eh2077's suggestion!

src/components/MoneyRequestConfirmationList.tsx

MonilBhavsar · 2024-05-24T06:11:21Z

src/components/MoneyRequestConfirmationList.tsx

+        if (defaultTaxCode) {
+            IOU.setMoneyRequestTaxRate(transactionID, defaultTaxCode);
+        }


I think we could remove this condition - if (defaultTaxCode)?
we can fallback to empty string and always set tax rate

MonilBhavsar · 2024-05-24T06:19:59Z

Bug 1:

Set tax settings to have different workspace default and foreign default currency rates
Start request and proceed with default currency
Go back to amount step(first step) and change amount to foreign currency

Expected: Tax rate changes to have foreign default currency rate
Actual: Tax rate does not change

Bug 2:

Set tax settings to have different workspace default and foreign default currency rates
Start request and proceed with default currency
On confirmation list, update currency to foreign and then default

Expected: Tax rate changes to have foreign default currency rate and workspace default rates as per currency
Actual: Tax rate does not change

aldo-expensify · 2024-05-24T07:15:23Z

@MonilBhavsar thanks for reviewing, I'll try to get back to this asap

MonilBhavsar · 2024-05-24T12:20:08Z

Thanks! We can do similar to what we did here c671c7a#diff-29ef0426ea09b0af3420c95911645adcd54c0d3d4c0d8c4fa5aa99dfe37a3646R342-R365

On first mount, set default rate and only update the rate depending on other parameters

…-ttax-rate-to-transaction

Co-authored-by: Eric Han <117511920+eh2077@users.noreply.github.com>

…:Expensify/App into aldo_add-default-tax-rate-to-transaction

aldo-expensify · 2024-05-31T06:54:45Z

Thanks! We can do similar to what we did here c671c7a#diff-29ef0426ea09b0af3420c95911645adcd54c0d3d4c0d8c4fa5aa99dfe37a3646R342-R365

On first mount, set default rate and only update the rate depending on other parameters

I tried it, but only works if the user press the "back" to change the amount. If the user clicks the amount input and changes the currency, it doesn't work because the component doesn't get unmounted.

Screen.Recording.2024-05-30.at.11.53.32.PM.mov

aldo-expensify · 2024-05-31T07:46:43Z

@MonilBhavsar I think the bugs you found are fixed now, but I found a new one: the tax amount doesn't update automatically when the tax code changes because the currency changed. I think the code here is buggy:

App/src/components/MoneyRequestConfirmationList.tsx

Lines 384 to 396 in 3a5b0c8

    
               const taxAmount = getTaxAmount(transaction, policy).toString(); 
        
               const amountInSmallestCurrencyUnits = CurrencyUtils.convertToBackendAmount(Number.parseFloat(taxAmount)); 
        
               if (transaction?.taxAmount && previousTransactionAmount === transaction?.amount && previousTransactionCurrency === transaction?.currency) { 
        
                   return IOU.setMoneyRequestTaxAmount(transactionID, transaction?.taxAmount ?? 0, true); 
        
               } 
        
               IOU.setMoneyRequestTaxAmount(transactionID, amountInSmallestCurrencyUnits, true); 
        
           }, [policy, transaction, transactionID, previousTransactionAmount, previousTransactionCurrency]); 
        
           // If completing a split expense fails, set didConfirm to false to allow the user to edit the fields again 
        
           if (isEditingSplitBill && didConfirm) { 
        
               setDidConfirm(false);

I wish there was some comment explaining that if statement inside the useEffect because it is pretty obscure what is doing.

Do you know in which cases are we supposed to update the tax amount automatically? is it when we change the taxCode or we change manually the amount, any other cases?

aldo-expensify · 2024-05-31T07:47:55Z

src/components/MoneyRequestConfirmationList.tsx

+            return;
+        }
+        const defaultTaxCode = TransactionUtils.getDefaultTaxCode(policy, transactionCurrency);
+        IOU.setMoneyRequestTaxRate(transactionID, defaultTaxCode ?? '');


Changing the function IOU.setMoneyRequestTaxRate to receive only the currency instead of the whole transaction object allow us to only watch the currency instead of the transaction object, which is what we want to react to if it changes.

MonilBhavsar · 2024-05-31T08:58:12Z

I wish there was some comment explaining that if statement inside the useEffect because it is pretty obscure what is doing.

Agree, we're getting rid of that condition in this PR #42737

Do you know in which cases are we supposed to update the tax amount automatically? is it when we change the taxCode or we change manually the amount, any other cases?

Yes, when we change the taxCode, when we change the amount and when we change the currency(if taxCode changes, taxAmount should also update)

MonilBhavsar · 2024-05-31T08:58:40Z

I think the bugs you found are fixed now, but I found a new one: the tax amount doesn't update automatically when the tax code changes because the currency changed. I think the code here is buggy:

I didn't check yet, but I believe it is related to this PR only?

aldo-expensify · 2024-06-12T02:29:10Z

I'm re-implementing this here: #43519

I tested cases of:

default tax for currency other than the workspace's currency
default tax for same currency as the workspace's currency
default tax for distances with tax enable

The amount of the tax is updated when the tax code changes

Set default tax

8668b62

aldo-expensify self-assigned this May 14, 2024

aldo-expensify marked this pull request as ready for review May 14, 2024 02:31

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[payment due 8-27][Track Tax] Support tax tracking when categorizing tracked expense #42114

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aldo-expensify requested review from getusha and removed request for hungvu193 May 14, 2024 02:49

Merge branch 'main' of github.com:Expensify/App into aldo_add-default…

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…-tax-rate-to-transaction

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Fix tax details are empty when categorizing tracked expense #42151

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aldo-expensify and others added 2 commits May 30, 2024 23:12

Merge branch 'main' of github.com:Expensify/App into aldo_add-default…

6bee4c2

…-ttax-rate-to-transaction

Fix null coalesce lint

b3e99c4

Co-authored-by: Eric Han <117511920+eh2077@users.noreply.github.com>

aldo-expensify dismissed dangrous’s stale review via b3e99c4 May 31, 2024 06:22

Merge branch 'aldo_add-default-tax-rate-to-transaction' of github.com…

ca0feff

…:Expensify/App into aldo_add-default-tax-rate-to-transaction

Update tax rate when currency changes

3a5b0c8

aldo-expensify commented May 31, 2024

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Pull main / resolve conflicts

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aldo-expensify mentioned this pull request Jun 12, 2024

Add useEffect to select default tax code #43519

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	useEffect(() => {
	if (customUnitRateID \|\| !canUseP2PDistanceRequests) {
	return;
	}
	if (!customUnitRateID) {
	const rateID = lastSelectedDistanceRates?.[policy?.id ?? ''] ?? defaultMileageRate?.customUnitRateID ?? '';
	IOU.setCustomUnitRateID(transactionID, rateID);
	}
	}, [defaultMileageRate, customUnitRateID, lastSelectedDistanceRates, policy?.id, canUseP2PDistanceRequests, transactionID]);

Set default tax #42126

Set default tax #42126

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