feat: add ability to require attendees based on category selection (rework)

[ikevin127]

Explanation of Change

We’re expanding support for required category fields and coding. Specifically, we’ll add more category-based rules within each NewDot category. For example: “If the category is Meals & Entertainment, then require the Attendees field.”

Scope:

• Make Description hint field more discoverable: Specifically, we'll move Description hint field below Payroll code and above Delete category
• Add a Require fields push row: This new row contains options for both Require description and Require attendees, like so
• Require attendees logic: We'll flag an Attendees violation on an expense when either of the following is true:
  • The attendees array is empty, or
  • The length of the attendees array minus the expense creator is zero.
• Inline violation: If a member doesn't add multiple attendees when required for a given category, we'll show an inline violation using standard patterns, like so Attendees required for this category.

👁️ See issue OP / screenshots for more details / UI representation.

Fixed Issues

$ #76155
PROPOSAL:

Tests

Preconditions:

• Must be on a Control policy.
• Must Workspace Settings > More features > Rules enabled.
• Must have Workspace Settings > Rules > Attendee tracking enabled.

I. Enable Attendees Required for Category

1. Navigate to Workspace Settings → Categories → [Category] Settings.
2. Verify that the "Required fields" row is showing.
3. Click on "Required fields" and verify that:

• the header copy reads "This will apply to all expenses categorized as {Category}"
• there are 2 ON / OFF toggles present: Require description / Require attendees

4. Enable Require attendees.
5. Create an expense with that [Category], verify violation appears when no attendees (besides yourself) are added.
6. Add an attendee, verify violation clears.

II. Confirmation Page Validation

1. Create a new expense from FAB.
2. Select a category with attendees required.
3. Attempt to submit without adding attendees.
4. Verify error message "Attendees required for this category" appears.
5. Add an attendee and verify submission proceeds.

III. Existing Expense Violation Display

1. View an existing expense with the category that now requires attendees.
2. Verify the attendees field shows an error indicator.
3. Verify editing attendees to add someone clears the violation.

🧪 Tests from first PRs ❌ regressions

I. Expense - App crash after deleting category in the list #78076

1. Open app and login into existing account.
2. Create Workspace.
3. Go to category and open one of the categories.
4. Delete the category using RHP menu.
5. Verify that the app does not crash.

II. Expense - "Multiple attendees required for this category" appears when splitting expense offline #78132

Preconditions:

• Rules are enabled.
• Enable Attendee tracking in Rules.

1. Open app and login into existing account.
2. Go to workspace settings > Categories.
3. Open Advertising settings.
4. Click Require fields.
5. Enable Require attendees.
6. Go back to workspace chat.
7. Create an expense with Advertising category and two attendees.
8. Open expense report.
9. Go offline.
10. Click More > Split > Save.
11. Verify that "Multiple attendees required for this category" error will not appear since the splits have two attendees.

III. Reports - "Multiple attendees required for this category" does not appear on expense row #78040

Preconditions:

• Rules are enabled.
• Enable Attendee tracking in Rules.

1. Go to workspace chat.
2. Create two expenses with Advertising category.
3. Go to Workspace Settings > Categories.
4. Open Advertising settings.
5. Click Require fields.
6. Enable Require attendees.
7. Navigate straight to Reports > Expenses without opening the report first.
8. Verify that "Multiple attendees required for this category" violation is shown on the expense row.

Note

Should work the same for tracked expenses (created in SelfDM). The only exception is Invoices where Workspace-related violations won't apply since invoice is sent to individuals.

🧪 Tests from second PRs ❌ regressions

I. Reports - App crashes after removing expense from report #79003

1. Go to a workspace chat.
2. Create an expense.
3. Go to Reports > Expenses.
4. Select the expense via checkbox.
5. Click dropdown button > Move expense.
6. Click Remove from report.
7. Verify that app will not crash.

II. Reports - Violation appears twice #79007

1. Go to a workspace chat.
2. Create an expense without category and hold the expense.
3. Go to Reports > Expenses.
4. Missing category and hold violation will only appear one time (not duplicated).

III. Invoice - Invoice cannot be sent when user selects a category that requires attendees #79008

Preconditions:

• Rules are enabled.
• Enable Attendee tracking in Rules.
• Make Advertising category require attendees in category settings.
• Invoice is enabled.

1. Open FAB > Send invoice.
2. Enter amount > Next.
3. Select a user > Next.
4. On confirm page, select Advertising category.
5. Proceed to next page and enter company details (if this is the first time invoice is sent) -> Invoice is sent successfully.
6. Open FAB again > Send invoice.
7. Enter amount > Next.
8. Select a user > Next.
9. On confirm page, select Advertising category.
10. Click Send invoice.
11. Verify that invoice is sent successfully.

VI. Expense - No attendee require violation on confirm page when there is no additional attendee #79011

Preconditions:

• Rules are enabled.
• Enable Attendee tracking in Rules.
• Make Advertising category require attendees in category settings.

1. Go to self DM.
2. Click + > Create expense > Manual.
3. Enter amount > Next.
4. On confirm page, select Advertising category and click Attendees.
5. Add one more attendee and click Save.
6. Click Create expense.
7. Open the expense.
8. Click Attendees and remove the attendee added in Step 5.
9. Go back to self DM.
10. Click Submit it to someone.
11. Select the workspace chat.
12. Enter merchant.
13. Without selecting additional attendee, click Create expense.
14. Verify that app will show attendee required violation on confirm page when there is no additional attendee.
15. Select an additional attendee and click Create expense.
16. Verify that the expense is submitted successfully.

V. Report - Violation for required attendee, disappears after opening "Attendee" field #79013

Preconditions:

• Workspace is on "Control" policy.
• "Rules" and "Attendee tracking" enabled.
• "Required attendee" for selected category is enabled.

1. Open the Expensify app.
2. Open any workspace chat.
3. Start a manual expense creation flow.
4. Select a category with "Required Attendee" enabled.
5. Try to submit expense without adding an extra attendee.
6. Note that a "Required attendee" violation appears.
7. Open "Attendee" field and return without adding a new attendee.
8. Verify that violation for required attendees remains visible when returning from "Attendee" field, if no new attendee was selected.

VI. Reports - Violation does not show up on expense row when additional attendee is not added #79017

Preconditions:

• Rules are enabled.
• Enable Attendee tracking in Rules.
• Make Advertising category require attendees in category settings.

1. Go to workspace chat.
2. Create an expense with any category except Advertising. Do not add additional attendee.
3. Open expense report.
4. Change category to Advertising.
5. Go to Reports > Expenses.
6. Go to Reports > Reports.
7. Verify that "Multiple attendees required for this category" violation will show up on expense row when additional attendee is not added.

• Verify that no errors appear in the JS console

Offline tests

I. Offline Toggle

1. Go to Category Settings → Require fields.
2. Go offline.
3. Toggle "Require attendees".
4. Verify optimistic UI update shows pending state.
5. Verify going back online syncs the change.

II. Offline Expense Creation

1. Go offline.
2. Create expense with category requiring attendees (no attendees added).
3. Verify local validation blocks submission with error.
4. Add attendee offline, verify expense can be created.
5. Go online and verify expense syncs correctly.

III. Offline Category Change

1. Create an expense with category A (no attendees required).
2. Go offline.
3. Edit expense and change to category B (attendees required).
4. Verify violation appears immediately.
5. Verify adding attendee clears violation while still offline.

QA Steps

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 there are no new alerts related to the canBeMissing param for useOnyx
• I followed proper code patterns (see Reviewing the code)
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  • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message: https://expensify.slack.com/archives/C01GTK53T8Q/p1764828731154999
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  • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and 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)
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• If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
• I followed the guidelines as stated in the Review Guidelines
• 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)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
• I verified that if a function's arguments changed that all usages have also been updated correctly
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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.
• 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)
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• 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: HybridApp

android-hybrid.mp4

Android: mWeb Chrome

android-mweb.mp4

iOS: HybridApp

ios-hybrid.mov

iOS: mWeb Safari

ios-mweb.mov

MacOS: Chrome / Safari

web.mov

[melvin-bot]

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

1. Look at the code and make sure there are no malicious changes.
2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

[codecov]

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines	Coverage Δ
src/CONST/index.ts	83.47% <ø> (ø)
src/SCREENS.ts	100.00% <ø> (ø)
.../components/MoneyRequestConfirmationListFooter.tsx	84.07% <100.00%> (+0.11%)	⬆️
src/libs/API/types.ts	100.00% <ø> (ø)
...gation/linkingConfig/RELATIONS/WORKSPACE_TO_RHP.ts	100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts	75.00% <ø> (ø)
src/libs/ReportUtils.ts	73.01% <100.00%> (+0.03%)	⬆️
src/libs/SearchUIUtils.ts	59.35% <100.00%> (+0.02%)	⬆️
...es/iou/request/step/IOURequestStepConfirmation.tsx	48.73% <ø> (ø)
src/ROUTES.ts	12.52% <0.00%> (+0.08%)	⬆️
... and 15 more
... and 11 files with indirect coverage changes

[jayeshmangwani]

I’ll review the PR once it’s ready, and apologies for having to revert it twice.

[ikevin127]

No worries, quite a complex PR and didn't expect so many regressions either - I'll keep working on them as they appear and hopefully we'll eventually get to a point where there won't be any more regressions.

[melvin-bot]

@jayeshmangwani 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]

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