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PolicyUtils.ts
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PolicyUtils.ts
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import Str from 'expensify-common/lib/str';
import type {OnyxCollection, OnyxEntry} from 'react-native-onyx';
import Onyx from 'react-native-onyx';
import type {ValueOf} from 'type-fest';
import CONST from '@src/CONST';
import ONYXKEYS from '@src/ONYXKEYS';
import ROUTES from '@src/ROUTES';
import type {Policy, PolicyCategories, PolicyEmployeeList, PolicyTagList, PolicyTags, TaxRate} from '@src/types/onyx';
import type {PolicyFeatureName, Rate, Tenant} from '@src/types/onyx/Policy';
import type PolicyEmployee from '@src/types/onyx/PolicyEmployee';
import type {EmptyObject} from '@src/types/utils/EmptyObject';
import {isEmptyObject} from '@src/types/utils/EmptyObject';
import getPolicyIDFromState from './Navigation/getPolicyIDFromState';
import Navigation, {navigationRef} from './Navigation/Navigation';
import type {RootStackParamList, State} from './Navigation/types';
import * as NetworkStore from './Network/NetworkStore';
import {getAccountIDsByLogins, getLoginsByAccountIDs, getPersonalDetailByEmail} from './PersonalDetailsUtils';
type MemberEmailsToAccountIDs = Record<string, number>;
let allPolicies: OnyxCollection<Policy>;
Onyx.connect({
key: ONYXKEYS.COLLECTION.POLICY,
waitForCollectionCallback: true,
callback: (value) => (allPolicies = value),
});
/**
* Filter out the active policies, which will exclude policies with pending deletion
* These are policies that we can use to create reports with in NewDot.
*/
function getActivePolicies(policies: OnyxCollection<Policy>): Policy[] {
return Object.values(policies ?? {}).filter<Policy>(
(policy): policy is Policy => policy !== null && policy && policy.pendingAction !== CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE && !!policy.name && !!policy.id,
);
}
/**
* Checks if we have any errors stored within the policy?.employeeList. Determines whether we should show a red brick road error or not.
*/
function hasEmployeeListError(policy: OnyxEntry<Policy>): boolean {
return Object.values(policy?.employeeList ?? {}).some((employee) => Object.keys(employee?.errors ?? {}).length > 0);
}
/**
* Check if the policy has any tax rate errors.
*/
function hasTaxRateError(policy: OnyxEntry<Policy>): boolean {
return Object.values(policy?.taxRates?.taxes ?? {}).some((taxRate) => Object.keys(taxRate?.errors ?? {}).length > 0 || Object.values(taxRate?.errorFields ?? {}).some(Boolean));
}
/**
* Check if the policy has any errors within the categories.
*/
function hasPolicyCategoriesError(policyCategories: OnyxEntry<PolicyCategories>): boolean {
return Object.keys(policyCategories ?? {}).some((categoryName) => Object.keys(policyCategories?.[categoryName]?.errors ?? {}).length > 0);
}
/**
* Check if the policy has any error fields.
*/
function hasPolicyErrorFields(policy: OnyxEntry<Policy>): boolean {
return Object.values(policy?.errorFields ?? {}).some((fieldErrors) => Object.keys(fieldErrors ?? {}).length > 0);
}
/**
* Check if the policy has any errors, and if it doesn't, then check if it has any error fields.
*/
function hasPolicyError(policy: OnyxEntry<Policy>): boolean {
return Object.keys(policy?.errors ?? {}).length > 0 ? true : hasPolicyErrorFields(policy);
}
/**
* Checks if we have any errors stored within the policy custom units.
*/
function hasCustomUnitsError(policy: OnyxEntry<Policy>): boolean {
return Object.keys(policy?.customUnits?.errors ?? {}).length > 0;
}
function getNumericValue(value: number | string, toLocaleDigit: (arg: string) => string): number | string {
const numValue = parseFloat(value.toString().replace(toLocaleDigit('.'), '.'));
if (Number.isNaN(numValue)) {
return NaN;
}
return numValue.toFixed(CONST.CUSTOM_UNITS.RATE_DECIMALS);
}
function getRateDisplayValue(value: number, toLocaleDigit: (arg: string) => string): string {
const numValue = getNumericValue(value, toLocaleDigit);
if (Number.isNaN(numValue)) {
return '';
}
return numValue.toString().replace('.', toLocaleDigit('.')).substring(0, value.toString().length);
}
function getUnitRateValue(toLocaleDigit: (arg: string) => string, customUnitRate?: Rate) {
return getRateDisplayValue((customUnitRate?.rate ?? 0) / CONST.POLICY.CUSTOM_UNIT_RATE_BASE_OFFSET, toLocaleDigit);
}
/**
* Get the brick road indicator status for a policy. The policy has an error status if there is a policy member error, a custom unit error or a field error.
*/
function getPolicyBrickRoadIndicatorStatus(policy: OnyxEntry<Policy>): ValueOf<typeof CONST.BRICK_ROAD_INDICATOR_STATUS> | undefined {
if (hasEmployeeListError(policy) || hasCustomUnitsError(policy) || hasPolicyErrorFields(policy)) {
return CONST.BRICK_ROAD_INDICATOR_STATUS.ERROR;
}
return undefined;
}
/**
* Check if the policy can be displayed
* If offline, always show the policy pending deletion.
* If online, show the policy pending deletion only if there is an error.
* Note: Using a local ONYXKEYS.NETWORK subscription will cause a delay in
* updating the screen. Passing the offline status from the component.
*/
function shouldShowPolicy(policy: OnyxEntry<Policy>, isOffline: boolean): boolean {
return (
!!policy &&
(policy?.isPolicyExpenseChatEnabled || Boolean(policy?.isJoinRequestPending)) &&
(isOffline || policy?.pendingAction !== CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE || Object.keys(policy.errors ?? {}).length > 0)
);
}
function isExpensifyTeam(email: string | undefined): boolean {
const emailDomain = Str.extractEmailDomain(email ?? '');
return emailDomain === CONST.EXPENSIFY_PARTNER_NAME || emailDomain === CONST.EMAIL.GUIDES_DOMAIN;
}
/**
* Checks if the current user is an admin of the policy.
*/
const isPolicyAdmin = (policy: OnyxEntry<Policy> | EmptyObject): boolean => policy?.role === CONST.POLICY.ROLE.ADMIN;
/**
* Checks if the policy is a free group policy.
*/
const isFreeGroupPolicy = (policy: OnyxEntry<Policy> | EmptyObject): boolean => policy?.type === CONST.POLICY.TYPE.FREE;
const isPolicyEmployee = (policyID: string, policies: OnyxCollection<Policy>): boolean => Object.values(policies ?? {}).some((policy) => policy?.id === policyID);
/**
* Checks if the current user is an owner (creator) of the policy.
*/
const isPolicyOwner = (policy: OnyxEntry<Policy>, currentUserAccountID: number): boolean => policy?.ownerAccountID === currentUserAccountID;
/**
* Create an object mapping member emails to their accountIDs. Filter for members without errors if includeMemberWithErrors is false, and get the login email from the personalDetail object using the accountID.
*
* If includeMemberWithErrors is false, We only return members without errors. Otherwise, the members with errors would immediately be removed before the user has a chance to read the error.
*/
function getMemberAccountIDsForWorkspace(employeeList: PolicyEmployeeList | undefined, includeMemberWithErrors = false): MemberEmailsToAccountIDs {
const members = employeeList ?? {};
const memberEmailsToAccountIDs: MemberEmailsToAccountIDs = {};
Object.keys(members).forEach((email) => {
if (!includeMemberWithErrors) {
const member = members?.[email];
if (Object.keys(member?.errors ?? {})?.length > 0) {
return;
}
}
const personalDetail = getPersonalDetailByEmail(email);
if (!personalDetail?.login) {
return;
}
memberEmailsToAccountIDs[email] = Number(personalDetail.accountID);
});
return memberEmailsToAccountIDs;
}
/**
* Get login list that we should not show in the workspace invite options
*/
function getIneligibleInvitees(employeeList?: PolicyEmployeeList): string[] {
const policyEmployeeList = employeeList ?? {};
const memberEmailsToExclude: string[] = [...CONST.EXPENSIFY_EMAILS];
Object.keys(policyEmployeeList).forEach((email) => {
const policyEmployee = policyEmployeeList?.[email];
// Policy members that are pending delete or have errors are not valid and we should show them in the invite options (don't exclude them).
if (policyEmployee?.pendingAction === CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE || Object.keys(policyEmployee?.errors ?? {}).length > 0) {
return;
}
if (!email) {
return;
}
memberEmailsToExclude.push(email);
});
return memberEmailsToExclude;
}
function getSortedTagKeys(policyTagList: OnyxEntry<PolicyTagList>): Array<keyof PolicyTagList> {
if (isEmptyObject(policyTagList)) {
return [];
}
return Object.keys(policyTagList).sort((key1, key2) => policyTagList[key1].orderWeight - policyTagList[key2].orderWeight);
}
/**
* Gets a tag name of policy tags based on a tag's orderWeight.
*/
function getTagListName(policyTagList: OnyxEntry<PolicyTagList>, orderWeight: number): string {
if (isEmptyObject(policyTagList)) {
return '';
}
return Object.values(policyTagList).find((tag) => tag.orderWeight === orderWeight)?.name ?? '';
}
/**
* Gets all tag lists of a policy
*/
function getTagLists(policyTagList: OnyxEntry<PolicyTagList>): Array<PolicyTagList[keyof PolicyTagList]> {
if (isEmptyObject(policyTagList)) {
return [];
}
return Object.values(policyTagList)
.filter((policyTagListValue) => policyTagListValue !== null)
.sort((tagA, tagB) => tagA.orderWeight - tagB.orderWeight);
}
/**
* Gets a tag list of a policy by a tag index
*/
function getTagList(policyTagList: OnyxEntry<PolicyTagList>, tagIndex: number): PolicyTagList[keyof PolicyTagList] {
const tagLists = getTagLists(policyTagList);
return (
tagLists[tagIndex] ?? {
name: '',
required: false,
tags: {},
}
);
}
/**
* Cleans up escaping of colons (used to create multi-level tags, e.g. "Parent: Child") in the tag name we receive from the backend
*/
function getCleanedTagName(tag: string) {
return tag?.replace(/\\{1,2}:/g, CONST.COLON);
}
/**
* Gets a count of enabled tags of a policy
*/
function getCountOfEnabledTagsOfList(policyTags: PolicyTags) {
return Object.values(policyTags).filter((policyTag) => policyTag.enabled).length;
}
function isPendingDeletePolicy(policy: OnyxEntry<Policy>): boolean {
return policy?.pendingAction === CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE;
}
function isPaidGroupPolicy(policy: OnyxEntry<Policy> | EmptyObject): boolean {
return policy?.type === CONST.POLICY.TYPE.TEAM || policy?.type === CONST.POLICY.TYPE.CORPORATE;
}
function isTaxTrackingEnabled(isPolicyExpenseChat: boolean, policy: OnyxEntry<Policy>): boolean {
return (isPolicyExpenseChat && (policy?.tax?.trackingEnabled ?? policy?.isTaxTrackingEnabled)) ?? false;
}
/**
* Checks if policy's scheduled submit / auto reporting frequency is "instant".
* Note: Free policies have "instant" submit always enabled.
*/
function isInstantSubmitEnabled(policy: OnyxEntry<Policy> | EmptyObject): boolean {
return policy?.type === CONST.POLICY.TYPE.FREE || (policy?.autoReporting === true && policy?.autoReportingFrequency === CONST.POLICY.AUTO_REPORTING_FREQUENCIES.INSTANT);
}
/**
* Checks if policy's approval mode is "optional", a.k.a. "Submit & Close"
*/
function isSubmitAndClose(policy: OnyxEntry<Policy> | EmptyObject): boolean {
return policy?.approvalMode === CONST.POLICY.APPROVAL_MODE.OPTIONAL;
}
function extractPolicyIDFromPath(path: string) {
return path.match(CONST.REGEX.POLICY_ID_FROM_PATH)?.[1];
}
/**
* Whether the policy has active accounting integration connections
*/
function hasAccountingConnections(policy: OnyxEntry<Policy>) {
return Boolean(policy?.connections);
}
function getPathWithoutPolicyID(path: string) {
return path.replace(CONST.REGEX.PATH_WITHOUT_POLICY_ID, '/');
}
function getPolicyEmployeeListByIdWithoutCurrentUser(policies: OnyxCollection<Pick<Policy, 'employeeList'>>, currentPolicyID?: string, currentUserAccountID?: number) {
const policy = policies?.[`${ONYXKEYS.COLLECTION.POLICY}${currentPolicyID}`] ?? null;
const policyMemberEmailsToAccountIDs = getMemberAccountIDsForWorkspace(policy?.employeeList);
return Object.values(policyMemberEmailsToAccountIDs)
.map((policyMemberAccountID) => Number(policyMemberAccountID))
.filter((policyMemberAccountID) => policyMemberAccountID !== currentUserAccountID);
}
function goBackFromInvalidPolicy() {
Navigation.navigate(ROUTES.SETTINGS_WORKSPACES);
}
/** Get a tax with given ID from policy */
function getTaxByID(policy: OnyxEntry<Policy>, taxID: string): TaxRate | undefined {
return policy?.taxRates?.taxes?.[taxID];
}
/**
* Whether the tax rate can be deleted and disabled
*/
function canEditTaxRate(policy: Policy, taxID: string): boolean {
return policy.taxRates?.defaultExternalID !== taxID;
}
function isPolicyFeatureEnabled(policy: OnyxEntry<Policy> | EmptyObject, featureName: PolicyFeatureName): boolean {
if (featureName === CONST.POLICY.MORE_FEATURES.ARE_TAXES_ENABLED) {
return Boolean(policy?.tax?.trackingEnabled);
}
return Boolean(policy?.[featureName]);
}
function getApprovalWorkflow(policy: OnyxEntry<Policy> | EmptyObject): ValueOf<typeof CONST.POLICY.APPROVAL_MODE> {
if (policy?.type === CONST.POLICY.TYPE.PERSONAL) {
return CONST.POLICY.APPROVAL_MODE.OPTIONAL;
}
return policy?.approvalMode ?? CONST.POLICY.APPROVAL_MODE.ADVANCED;
}
function getDefaultApprover(policy: OnyxEntry<Policy> | EmptyObject): string {
return policy?.approver ?? policy?.owner ?? '';
}
/**
* Returns the accountID to whom the given employeeAccountID submits reports to in the given Policy.
*/
function getSubmitToAccountID(policy: OnyxEntry<Policy> | EmptyObject, employeeAccountID: number): number {
const employeeLogin = getLoginsByAccountIDs([employeeAccountID])[0];
const defaultApprover = getDefaultApprover(policy);
// For policy using the optional or basic workflow, the manager is the policy default approver.
if (([CONST.POLICY.APPROVAL_MODE.OPTIONAL, CONST.POLICY.APPROVAL_MODE.BASIC] as Array<ValueOf<typeof CONST.POLICY.APPROVAL_MODE>>).includes(getApprovalWorkflow(policy))) {
return getAccountIDsByLogins([defaultApprover])[0];
}
const employee = policy?.employeeList?.[employeeLogin];
if (!employee) {
return -1;
}
return getAccountIDsByLogins([employee.submitsTo ?? defaultApprover])[0];
}
function getPersonalPolicy() {
return Object.values(allPolicies ?? {}).find((policy) => policy?.type === CONST.POLICY.TYPE.PERSONAL);
}
/**
* Get the currently selected policy ID stored in the navigation state.
*/
function getPolicyIDFromNavigationState() {
return getPolicyIDFromState(navigationRef.getRootState() as State<RootStackParamList>);
}
function getAdminEmployees(policy: OnyxEntry<Policy>): PolicyEmployee[] {
return Object.values(policy?.employeeList ?? {}).filter((employee) => employee.role === CONST.POLICY.ROLE.ADMIN);
}
/**
* Returns the policy of the report
*/
function getPolicy(policyID: string | undefined): Policy | EmptyObject {
if (!allPolicies || !policyID) {
return {};
}
return allPolicies[`${ONYXKEYS.COLLECTION.POLICY}${policyID}`] ?? {};
}
/** Return active policies where current user is an admin */
function getActiveAdminWorkspaces(policies: OnyxCollection<Policy>): Policy[] {
const activePolicies = getActivePolicies(policies);
return activePolicies.filter((policy) => shouldShowPolicy(policy, NetworkStore.isOffline()) && isPolicyAdmin(policy));
}
/** Whether the user can send invoice */
function canSendInvoice(policies: OnyxCollection<Policy>): boolean {
return getActiveAdminWorkspaces(policies).length > 0;
}
/** Get the Xero organizations connected to the policy */
function getXeroTenants(policy: Policy | undefined): Tenant[] {
// Due to the way optional chain is being handled in this useMemo we are forced to use this approach to properly handle undefined values
// eslint-disable-next-line @typescript-eslint/prefer-optional-chain
if (!policy || !policy.connections || !policy.connections.xero || !policy.connections.xero.data) {
return [];
}
return policy.connections.xero.data.tenants ?? [];
}
function findCurrentXeroOrganization(tenants: Tenant[] | undefined, organizationID: string | undefined): Tenant | undefined {
return tenants?.find((tenant) => tenant.id === organizationID);
}
export {
getActivePolicies,
hasAccountingConnections,
hasEmployeeListError,
hasPolicyError,
hasPolicyErrorFields,
hasCustomUnitsError,
getNumericValue,
getUnitRateValue,
getPolicyBrickRoadIndicatorStatus,
shouldShowPolicy,
isExpensifyTeam,
isInstantSubmitEnabled,
isFreeGroupPolicy,
isPolicyAdmin,
isTaxTrackingEnabled,
isSubmitAndClose,
getMemberAccountIDsForWorkspace,
getIneligibleInvitees,
getTagLists,
getTagListName,
getSortedTagKeys,
canEditTaxRate,
getTagList,
getCleanedTagName,
getCountOfEnabledTagsOfList,
isPendingDeletePolicy,
isPolicyEmployee,
isPolicyOwner,
isPaidGroupPolicy,
extractPolicyIDFromPath,
getPathWithoutPolicyID,
getPolicyEmployeeListByIdWithoutCurrentUser,
goBackFromInvalidPolicy,
getPersonalPolicy,
isPolicyFeatureEnabled,
hasTaxRateError,
getTaxByID,
hasPolicyCategoriesError,
getPolicyIDFromNavigationState,
getSubmitToAccountID,
getAdminEmployees,
getPolicy,
getActiveAdminWorkspaces,
canSendInvoice,
getXeroTenants,
findCurrentXeroOrganization,
};
export type {MemberEmailsToAccountIDs};