Skip to content

fix: Duplicate per diem expenses created in Expensify Classic - #106564

Open
neil-marcellini wants to merge 2 commits into
mainfrom
neil-marcellini/fix-duplicate-classic-per-diem
Open

neil-marcellini wants to merge 2 commits into
mainfrom
neil-marcellini/fix-duplicate-classic-per-diem

Conversation

@neil-marcellini

@neil-marcellini neil-marcellini commented Nov 10, 2026 •

Copy link
Copy Markdown
Contributor

Explanation of Change

(Neil's AI agent)

Duplicating a per diem expense that was created in Expensify Classic fails with "An unexpected error occurred".

Classic saves per diem dates with a time zone offset (2026-07-31T05:30:00.000+02:00) and saves sub-rates without their price. Duplicate copied those fields into CreatePerDiemRequest unchanged. The API only accepts dates like 2026-07-31 05:30:00, so it dropped both dates and Auth rejected the request with 402 Missing startTime.

When a per diem expense is duplicated, this PR now:

  • Converts Classic dates to yyyy-MM-dd HH:mm:ss, keeping the time the user entered (2026-07-31T05:30:00.000+02:00 becomes 2026-07-31 05:30:00). Dates already in that format are unchanged.
  • Fills in a missing sub-rate price from the workspace's per diem rate, so the optimistic amount isn't computed from a missing price. Sub-rates that already have a price keep it, because duplicating a report sets the report total from the source expenses' amounts.

This covers duplicating a single expense and duplicating a whole report, since both go through createExpenseByType.

Fixed Issues

(Neil's AI agent)

$ https://github.com/Expensify/Expensify/issues/700865
PROPOSAL: N/A, internal issue

Tests

(Neil's AI agent)

  1. In Expensify Classic, on a workspace with per diem rates, create a per diem expense with a start and end time.
  2. In New Expensify, open that expense's report.
  3. Duplicate the report (More > Duplicate report).
  4. Verify the copied per diem expense is created without an error.
  5. Verify its amount matches the workspace's sub-rate price times the quantity, and its dates and times match the original.
  6. Create a per diem expense in New Expensify and duplicate it (More > Duplicate).
  7. Verify the duplicate is created with the same dates, times and amount.
  • Verify that no errors appear in the JS console

Automated, in tests/actions/IOUTest/DuplicateTest.ts:

  • per diem expense created in Expensify Classic fails without this change, with the server receiving startDateTime: '2026-07-31T05:30:00.000+02:00' and a sub-rate with no rate.
  • per diem expense whose workspace price changed since it was created checks that a sub-rate with a price keeps it.

Offline tests

(Neil's AI agent)

  1. Go offline.
  2. Duplicate the report with the Classic per diem expense.
  3. Verify the copied per diem expense shows the workspace sub-rate price times the quantity.
  4. Go online and verify the expense saves without an error.

QA Steps

(Neil's AI agent)

Same as tests.

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I verified any copy / text that was added to the app is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • If new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

@neil-marcellini
neil-marcellini requested review from a team as code owners November 10, 2026 23:07
@melvin-bot
melvin-bot Bot requested review from ZhenjaHorbach and removed request for a team November 10, 2026 23:07
@melvin-bot

melvin-bot Bot commented Nov 10, 2026

Copy link
Copy Markdown

@ZhenjaHorbach 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]

@melvin-bot
melvin-bot Bot requested review from garrettmknight and removed request for a team November 10, 2026 23:07
@chatgpt-codex-connector

chatgpt-codex-connector Bot commented Nov 10, 2026 •

Copy link
Copy Markdown
Codex Review Summary: ✅ Completed

This comment shows the latest Codex review activity on this pull request.

Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-11-10T23:22:11.635606Z 56fb86f PR opened
ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review" or "@codex security review".

Codex reacts with 👀 while any review is running, comments if it has suggestions, and reacts with 👍 once all reviews finish with no findings.

@chatgpt-codex-connector chatgpt-codex-connector Bot left a comment

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 56fb86ffb1

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

Codex can also answer questions or update the PR. Try commenting "@codex address that feedback".

Comment thread src/libs/actions/IOU/Duplicate.ts Outdated
: sourceCustomUnit.attributes,
subRates: sourceCustomUnit.subRates?.map((subRate) => ({
...subRate,
rate: policySubRates.find((policySubRate) => policySubRate.id === subRate.id)?.rate ?? subRate.rate,

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

P2 Badge Recompute report totals when refreshing per diem prices

When a workspace's sub-rate price has changed since the original expense was created, duplicating its report now creates the optimistic transaction at the new price but leaves the report totals at the old price. duplicateReport() calculates its running totals from the source transactions through buildDuplicateReportCurrencyAmounts(), and getPerDiemExpenseInformation() applies those new*Total overrides instead of accumulating the newly computed per diem amount. For example, duplicating a report containing one 50.00 per diem after its rate becomes 60.00 shows a 60.00 expense in a 50.00 report, persisting while offline. Update the report-total calculation to account for refreshed prices, and avoid reusing stored converted amounts when the underlying amount changes. This also preserves the offline optimistic-update behavior documented in AGENTS.md.

AGENTS.md reference: AGENTS.md:L97-L100

Useful? React with 👍 / 👎.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

(Neil's AI agent)

Agreed, this was new in this PR. duplicateReport sets the report total from the source expenses' amounts, so re-pricing a sub-rate that already had a price would make the copied expense and the report total disagree after a price change.

Fixed in 2a76dc2: a sub-rate keeps its own price, and only one without a price (Expensify Classic data) takes it from the workspace. Added the test per diem expense whose workspace price changed since it was created, which fails on the previous commit.

@ZhenjaHorbach

ZhenjaHorbach commented Nov 11, 2026 •

Copy link
Copy Markdown
Contributor

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
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified any copy / text that was added to the app is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@garrettmknight garrettmknight left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Looks good from a product perspective.

: sourceCustomUnit.attributes,
subRates: sourceCustomUnit.subRates?.map((subRate) => ({
...subRate,
rate: subRate.rate ?? policySubRates.find((policySubRate) => policySubRate.id === subRate.id)?.rate,

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Actually, based on the ts, subRate.rate can't be null or undefined
But this is just a small remark

@ZhenjaHorbach

ZhenjaHorbach commented Nov 13, 2026 •

Copy link
Copy Markdown
Contributor

Looks like BE issue is not fixed yet when I try to dublicate report which was created in expensify classic

Screen.Recording.2026-11-13.at.09.08.42.mov
{
    "code": 666,
    "jsonCode": 666,
    "type": "Expensify\\Libs\\Error\\ExpError",
    "UUID": "80ADBEDB-6248-4C16-B2EA-85E03A744715",
    "message": "An unexpected error occurred, please try again. If the error persists, please reach out to concierge@expensify.com.",
    "title": "",
    "data": {
        "onyxData": [
            {
                "onyxMethod": "merge",
                "key": "transactions_4990108076548440145",
                "value": {
                    "errors": {
                        "1794557355500804": "An unexpected error occurred, please try again. If the error persists, please reach out to concierge@expensify.com."
                    }
                }
            }
        ]
    },
    "htmlMessage": "",
    "onyxData": [
        {
            "onyxMethod": "merge",
            "key": "transactions_4990108076548440145",
            "value": {
                "errors": {
                    "1794557355500804": "An unexpected error occurred, please try again. If the error persists, please reach out to concierge@expensify.com."
                }
            }
        }
    ],
    "requestID": "a59c4af49abad614-LAX"
}

This branch has not been deployed

No deployments
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

3 participants