[NewFeature] Rework: Add ability to require attendees based on category selection

src/CONST/index.ts

@@ -5771,6 +5771,7 @@ const CONST = {
         RECEIPT_GENERATED_WITH_AI: 'receiptGeneratedWithAI',
         OVER_TRIP_LIMIT: 'overTripLimit',
         COMPANY_CARD_REQUIRED: 'companyCardRequired',
+        MISSING_ATTENDEES: 'missingAttendees',
     },
     RTER_VIOLATION_TYPES: {
         BROKEN_CARD_CONNECTION: 'brokenCardConnection',

src/ROUTES.ts

@@ -1967,6 +1967,10 @@ const ROUTES = {
         route: 'workspaces/:policyID/category/:categoryName/require-receipts-over',
         getRoute: (policyID: string, categoryName: string) => `workspaces/${policyID}/category/${encodeURIComponent(categoryName)}/require-receipts-over` as const,
     },
+    WORKSPACE_CATEGORY_REQUIRED_FIELDS: {
+        route: 'workspaces/:policyID/category/:categoryName/required-fields',
+        getRoute: (policyID: string, categoryName: string) => `workspaces/${policyID}/category/${encodeURIComponent(categoryName)}/required-fields` as const,
+    },
     WORKSPACE_CATEGORY_APPROVER: {
         route: 'workspaces/:policyID/category/:categoryName/approver',
         getRoute: (policyID: string, categoryName: string) => `workspaces/${policyID}/category/${encodeURIComponent(categoryName)}/approver` as const,

src/SCREENS.ts

@@ -687,6 +687,7 @@ const SCREENS = {
         CATEGORY_DESCRIPTION_HINT: 'Category_Description_Hint',
         CATEGORY_APPROVER: 'Category_Approver',
         CATEGORY_REQUIRE_RECEIPTS_OVER: 'Category_Require_Receipts_Over',
+        CATEGORY_REQUIRED_FIELDS: 'Category_Required_Fields',
         CATEGORIES_SETTINGS: 'Categories_Settings',
         CATEGORIES_IMPORT: 'Categories_Import',
         CATEGORIES_IMPORTED: 'Categories_Imported',

src/components/MoneyRequestConfirmationList.tsx

@@ -30,6 +30,7 @@ import {
     setMoneyRequestTaxRate,
     setSplitShares,
 } from '@libs/actions/IOU';
+import {getIsMissingAttendeesViolation} from '@libs/AttendeeUtils';
 import {isCategoryDescriptionRequired} from '@libs/CategoryUtils';
 import {convertToBackendAmount, convertToDisplayString, convertToDisplayStringWithoutCurrency, getCurrencyDecimals} from '@libs/CurrencyUtils';
 import DistanceRequestUtils from '@libs/DistanceRequestUtils';
@@ -920,6 +921,12 @@ function MoneyRequestConfirmationList({
                 return;
             }
 
+            const isMissingAttendeesViolation = getIsMissingAttendeesViolation(policyCategories, iouCategory, iouAttendees, currentUserPersonalDetails, policy?.isAttendeeTrackingEnabled);
+            if (isMissingAttendeesViolation) {
+                setFormError('violations.missingAttendees');
+                return;
+            }
+
             if (isPerDiemRequest && (transaction.comment?.customUnit?.subRates ?? []).length === 0) {
                 setFormError('iou.error.invalidSubrateLength');
                 return;
@@ -993,6 +1000,8 @@ function MoneyRequestConfirmationList({
             showDelegateNoAccessModal,
             iouCategory,
             policyCategories,
+            iouAttendees,
+            currentUserPersonalDetails,
         ],
     );
 
@@ -1016,6 +1025,10 @@ function MoneyRequestConfirmationList({
         if (isTypeSplit && !shouldShowReadOnlySplits) {
             return debouncedFormError && translate(debouncedFormError);
         }
+        // Don't show error at the bottom of the form for missing attendees
+        if (formError === 'violations.missingAttendees') {
+            return;
+        }
         return formError && translate(formError);
     }, [routeError, isTypeSplit, shouldShowReadOnlySplits, debouncedFormError, formError, translate]);
 

src/components/MoneyRequestConfirmationListFooter.tsx

@@ -380,6 +380,7 @@ function MoneyRequestConfirmationListFooter({
     const shouldDisplayDistanceRateError = formError === 'iou.error.invalidRate';
     const shouldDisplayTagError = formError === 'violations.tagOutOfPolicy';
     const shouldDisplayCategoryError = formError === 'violations.categoryOutOfPolicy';
+    const shouldDisplayAttendeesError = formError === 'violations.missingAttendees';
 
     const showReceiptEmptyState = shouldShowReceiptEmptyState(iouType, action, policy, isPerDiemRequest);
     // The per diem custom unit
@@ -727,7 +728,7 @@ function MoneyRequestConfirmationListFooter({
             item: (
                 <MenuItemWithTopDescription
                     key="attendees"
-                    shouldShowRightIcon
+                    shouldShowRightIcon={!isReadOnly}
                     title={iouAttendees?.map((item) => item?.displayName ?? item?.login).join(', ')}
                     description={`${translate('iou.attendees')} ${
                         iouAttendees?.length && iouAttendees.length > 1 && formattedAmountPerAttendee ? `\u00B7 ${formattedAmountPerAttendee} ${translate('common.perPerson')}` : ''
@@ -741,8 +742,10 @@ function MoneyRequestConfirmationListFooter({
 
                         Navigation.navigate(ROUTES.MONEY_REQUEST_ATTENDEE.getRoute(action, iouType, transactionID, reportID, Navigation.getActiveRoute()));
                     }}
-                    interactive
+                    interactive={!isReadOnly}
                     shouldRenderAsHTML
+                    brickRoadIndicator={shouldDisplayAttendeesError ? CONST.BRICK_ROAD_INDICATOR_STATUS.ERROR : undefined}
+                    errorText={shouldDisplayAttendeesError ? translate(formError) : ''}
                 />
             ),
             shouldShow: shouldShowAttendees,

src/components/ReportActionItem/MoneyRequestView.tsx

@@ -32,6 +32,8 @@ import useThemeStyles from '@hooks/useThemeStyles';
 import useTransactionViolations from '@hooks/useTransactionViolations';
 import type {ViolationField} from '@hooks/useViolations';
 import useViolations from '@hooks/useViolations';
+import {initSplitExpense, updateMoneyRequestBillable, updateMoneyRequestReimbursable} from '@libs/actions/IOU/index';
+import {getIsMissingAttendeesViolation} from '@libs/AttendeeUtils';
 import {filterPersonalCards, getCompanyCardDescription} from '@libs/CardUtils';
 import {getDecodedCategoryName, isCategoryMissing} from '@libs/CategoryUtils';
 import {convertToDisplayString} from '@libs/CurrencyUtils';
@@ -51,13 +53,12 @@ import {
     isTaxTrackingEnabled,
 } from '@libs/PolicyUtils';
 import {getOriginalMessage, isMoneyRequestAction} from '@libs/ReportActionsUtils';
+import {computeReportName} from '@libs/ReportNameUtils';
 import {isSplitAction} from '@libs/ReportSecondaryActionUtils';
 import {
     canEditFieldOfMoneyRequest,
     canEditMoneyRequest,
     canUserPerformWriteAction as canUserPerformWriteActionReportUtils,
-    // eslint-disable-next-line @typescript-eslint/no-deprecated
-    getReportName,
     getTransactionDetails,
     getTripIDFromTransactionParentReportID,
     isExpenseReport,
@@ -97,7 +98,6 @@ import {
 import ViolationsUtils from '@libs/Violations/ViolationsUtils';
 import Navigation from '@navigation/Navigation';
 import AnimatedEmptyStateBackground from '@pages/home/report/AnimatedEmptyStateBackground';
-import {initSplitExpense, updateMoneyRequestBillable, updateMoneyRequestReimbursable} from '@userActions/IOU';
 import CONST from '@src/CONST';
 import type {TranslationPaths} from '@src/languages/types';
 import ONYXKEYS from '@src/ONYXKEYS';
@@ -167,6 +167,7 @@ function MoneyRequestView({
     const {getReportRHPActiveRoute} = useActiveRoute();
     const [lastVisitedPath] = useOnyx(ONYXKEYS.LAST_VISITED_PATH, {canBeMissing: true});
 
+    const [allPolicies] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {canBeMissing: true});
     const [allTransactions] = useOnyx(ONYXKEYS.COLLECTION.TRANSACTION, {canBeMissing: false});
 
     const searchContext = useSearchContext();
@@ -472,6 +473,13 @@ function MoneyRequestView({
     const hasErrors = hasMissingSmartscanFields(transaction);
     // Need to return undefined when we have pendingAction to avoid the duplicate pending action
     const getPendingFieldAction = (fieldPath: TransactionPendingFieldsKey) => (pendingAction ? undefined : transaction?.pendingFields?.[fieldPath]);
+    const isMissingAttendeesViolation = getIsMissingAttendeesViolation(
+        policyCategories,
+        updatedTransaction?.category ?? categoryForDisplay,
+        actualAttendees,
+        currentUserPersonalDetails,
+        policy?.isAttendeeTrackingEnabled,
+    );
 
     const getErrorForField = (field: ViolationField, data?: OnyxTypes.TransactionViolation['data'], policyHasDependentTags = false, tagValue?: string) => {
         // Checks applied when creating a new expense
@@ -512,6 +520,10 @@ function MoneyRequestView({
             return `${violations.map((violation) => ViolationsUtils.getViolationTranslation(violation, translate, canEdit, undefined, companyCardPageURL)).join('. ')}.`;
         }
 
+        if (field === 'attendees' && isMissingAttendeesViolation) {
+            return translate('violations.missingAttendees');
+        }
+
         return '';
     };
 
@@ -720,8 +732,9 @@ function MoneyRequestView({
         );
     });
 
-    // eslint-disable-next-line @typescript-eslint/no-deprecated
-    const reportNameToDisplay = isFromMergeTransaction ? (updatedTransaction?.reportName ?? translate('common.none')) : (parentReport?.reportName ?? getReportName(parentReport));
+    const reportNameToDisplay = isFromMergeTransaction
+        ? (updatedTransaction?.reportName ?? translate('common.none'))
+        : (parentReport?.reportName ?? computeReportName(parentReport, allReports, allPolicies, allTransactions));
     const shouldShowReport = !!parentReportID || (isFromMergeTransaction && !!reportNameToDisplay);
     const reportCopyValue = !canEditReport && reportNameToDisplay !== translate('common.none') ? reportNameToDisplay : undefined;
     const shouldShowCategoryAnalyzing = isCategoryBeingAnalyzed(updatedTransaction ?? transaction);
@@ -1012,6 +1025,8 @@ function MoneyRequestView({
                             onPress={() => {
                                 Navigation.navigate(ROUTES.MONEY_REQUEST_ATTENDEE.getRoute(CONST.IOU.ACTION.EDIT, iouType, transaction.transactionID, transactionThreadReport?.reportID));
                             }}
+                            brickRoadIndicator={getErrorForField('attendees') ? CONST.BRICK_ROAD_INDICATOR_STATUS.ERROR : undefined}
+                            errorText={getErrorForField('attendees')}
                             interactive={canEdit}
                             shouldShowRightIcon={canEdit}
                             shouldRenderAsHTML

src/components/SelectionListWithSections/Search/TransactionListItem.tsx

@@ -21,6 +21,7 @@
 import useThemeStyles from '@hooks/useThemeStyles';
 import type {TransactionPreviewData} from '@libs/actions/Search';
 import {handleActionButtonPress as handleActionButtonPressUtil} from '@libs/actions/Search';
+import {syncMissingAttendeesViolation} from '@libs/AttendeeUtils';
 import getNonEmptyStringOnyxID from '@libs/getNonEmptyStringOnyxID';
 import {isViolationDismissed, shouldShowViolation} from '@libs/TransactionUtils';
 import variables from '@styles/variables';
@@ -65,6 +66,8 @@
     const snapshotPolicy = useMemo(() => {
         return (snapshot?.data?.[`${ONYXKEYS.COLLECTION.POLICY}${transactionItem.policyID}`] ?? {}) as Policy;
     }, [snapshot, transactionItem.policyID]);
+    // Fetch policy categories directly from Onyx since they are not included in the search snapshot
+    const [policyCategories] = originalUseOnyx(`${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${transactionItem.policyID}`, {canBeMissing: true});
     const [lastPaymentMethod] = useOnyx(`${ONYXKEYS.NVP_LAST_PAYMENT_METHOD}`, {canBeMissing: true});
     const [personalPolicyID] = useOnyx(ONYXKEYS.PERSONAL_POLICY_ID, {canBeMissing: true});
 
@@ -121,12 +124,25 @@
     ]);
 
     const transactionViolations = useMemo(() => {
-        return (violations?.[`${ONYXKEYS.COLLECTION.TRANSACTION_VIOLATIONS}${transactionItem.transactionID}`] ?? []).filter(
+        const onyxViolations = (violations?.[`${ONYXKEYS.COLLECTION.TRANSACTION_VIOLATIONS}${transactionItem.transactionID}`] ?? []).filter(
             (violation: TransactionViolation) =>
                 !isViolationDismissed(transactionItem, violation, currentUserDetails.email ?? '', currentUserDetails.accountID, snapshotReport, snapshotPolicy) &&
                 shouldShowViolation(snapshotReport, snapshotPolicy, violation.name, currentUserDetails.email ?? '', false, transactionItem),
         );
-    }, [snapshotPolicy, snapshotReport, transactionItem, violations, currentUserDetails.email, currentUserDetails.accountID]);
+
+        // Sync missingAttendees violation with current policy category settings (can be removed later when BE handles this)
+        const attendeeOnyxViolations = syncMissingAttendeesViolation(
+            onyxViolations,
+            policyCategories,
+            transactionItem.category ?? '',
+            transactionItem.attendees,
+            currentUserDetails,
+            snapshotPolicy?.isAttendeeTrackingEnabled ?? false,
+            snapshotPolicy?.type === CONST.POLICY.TYPE.CORPORATE,
+        );
+
+        return [...onyxViolations, ...attendeeOnyxViolations];
+    }, [snapshotPolicy, policyCategories, snapshotReport, transactionItem, violations, currentUserDetails.email, currentUserDetails.accountID, currentUserDetails]);
 
     const {isDelegateAccessRestricted, showDelegateNoAccessModal} = useContext(DelegateNoAccessContext);
 

src/hooks/useViolations.ts

@@ -6,7 +6,7 @@ import type {TransactionViolation, ViolationName} from '@src/types/onyx';
 /**
  * Names of Fields where violations can occur.
  */
-const validationFields = ['amount', 'billable', 'category', 'comment', 'date', 'merchant', 'receipt', 'tag', 'tax', 'customUnitRateID', 'none'] as const;
+const validationFields = ['amount', 'billable', 'category', 'comment', 'date', 'merchant', 'receipt', 'tag', 'tax', 'attendees', 'customUnitRateID', 'none'] as const;
 
 type ViolationField = TupleToUnion<typeof validationFields>;
 
@@ -28,6 +28,7 @@ const violationNameToField: Record<ViolationName, (violation: TransactionViolati
     maxAge: () => 'date',
     missingCategory: () => 'category',
     missingComment: () => 'comment',
+    missingAttendees: () => 'attendees',
     missingTag: () => 'tag',
     modifiedAmount: () => 'amount',
     modifiedDate: () => 'date',

src/languages/de.ts

@@ -6219,6 +6219,10 @@ Fordere Spesendetails wie Belege und Beschreibungen an, lege Limits und Standard
                 title: 'Kategorierichtlinien',
                 approver: 'Genehmiger',
                 requireDescription: 'Beschreibung erforderlich',
+                requireFields: 'Felder verpflichtend machen',
+                requiredFieldsTitle: 'Pflichtfelder',
+                requiredFieldsDescription: (categoryName: string) => `Dies gilt für alle Ausgaben, die als <strong>${categoryName}</strong> kategorisiert sind.`,
+                requireAttendees: 'Teilnehmer erforderlich machen',
                 descriptionHint: 'Hinweis zur Beschreibung',
                 descriptionHintDescription: (categoryName: string) =>
                     `Mitarbeitende daran erinnern, zusätzliche Informationen für Ausgaben der Kategorie „${categoryName}“ anzugeben. Dieser Hinweis erscheint im Beschreibungsfeld von Ausgaben.`,
@@ -7271,6 +7275,7 @@ Fordere Spesendetails wie Belege und Beschreibungen an, lege Limits und Standard
         maxAge: ({maxAge}: ViolationsMaxAgeParams) => `Datum älter als ${maxAge} Tage`,
         missingCategory: 'Fehlende Kategorie',
         missingComment: 'Beschreibung für ausgewählte Kategorie erforderlich',
+        missingAttendees: 'Für diese Kategorie sind mehrere Teilnehmer erforderlich',
         missingTag: ({tagName}: ViolationsMissingTagParams = {}) => `Fehlende ${tagName ?? 'Tag'}`,
         modifiedAmount: ({type, displayPercentVariance}: ViolationsModifiedAmountParams) => {
             switch (type) {

src/languages/en.ts

@@ -6079,6 +6079,10 @@ const translations = {
                 title: 'Category rules',
                 approver: 'Approver',
                 requireDescription: 'Require description',
+                requireFields: 'Require fields',
+                requiredFieldsTitle: 'Required fields',
+                requiredFieldsDescription: (categoryName: string) => `This will apply to all expenses categorized as <strong>${categoryName}</strong>.`,
+                requireAttendees: 'Require attendees',
                 descriptionHint: 'Description hint',
                 descriptionHintDescription: (categoryName: string) =>
                     `Remind employees to provide additional information for “${categoryName}” spend. This hint appears in the description field on expenses.`,
@@ -7163,6 +7167,7 @@ const translations = {
         maxAge: ({maxAge}: ViolationsMaxAgeParams) => `Date older than ${maxAge} days`,
         missingCategory: 'Missing category',
         missingComment: 'Description required for selected category',
+        missingAttendees: 'Multiple attendees required for this category',
         missingTag: ({tagName}: ViolationsMissingTagParams = {}) => `Missing ${tagName ?? 'tag'}`,
         modifiedAmount: ({type, displayPercentVariance}: ViolationsModifiedAmountParams) => {
             switch (type) {

src/languages/es.ts

@@ -5816,6 +5816,10 @@ ${amount} para ${merchant} - ${date}`,
                 title: 'Reglas de categoría',
                 approver: 'Aprobador',
                 requireDescription: 'Requerir descripción',
+                requireFields: 'Requerir campos',
+                requiredFieldsTitle: 'Campos obligatorios',
+                requiredFieldsDescription: (categoryName) => `Esto se aplicará a todos los gastos categorizados como <strong>${categoryName}</strong>.`,
+                requireAttendees: 'Requerir asistentes',
                 descriptionHint: 'Sugerencia de descripción',
                 descriptionHintDescription: (categoryName) =>
                     `Recuerda a los empleados que deben proporcionar información adicional para los gastos de “${categoryName}”. Esta sugerencia aparece en el campo de descripción en los gastos.`,
@@ -7303,6 +7307,7 @@ ${amount} para ${merchant} - ${date}`,
         maxAge: ({maxAge}) => `Fecha de más de ${maxAge} días`,
         missingCategory: 'Falta categoría',
         missingComment: 'Descripción obligatoria para la categoría seleccionada',
+        missingAttendees: 'Se requieren múltiples asistentes para esta categoría',
         missingTag: ({tagName} = {}) => `Falta ${tagName ?? 'etiqueta'}`,
         modifiedAmount: ({type, displayPercentVariance}) => {
             switch (type) {

src/languages/fr.ts

@@ -6227,6 +6227,10 @@ Exigez des informations de dépense comme les reçus et les descriptions, défin
                 title: 'Règles de catégorie',
                 approver: 'Approbateur',
                 requireDescription: 'Description requise',
+                requireFields: 'Rendre les champs obligatoires',
+                requiredFieldsTitle: 'Champs obligatoires',
+                requiredFieldsDescription: (categoryName: string) => `Cela s’appliquera à toutes les dépenses classées dans la catégorie <strong>${categoryName}</strong>.`,
+                requireAttendees: 'Exiger des participants',
                 descriptionHint: 'Indice de description',
                 descriptionHintDescription: (categoryName: string) =>
                     `Rappelez aux employés de fournir des informations supplémentaires pour les dépenses « ${categoryName} ». Cet indice apparaît dans le champ de description des dépenses.`,
@@ -7281,6 +7285,7 @@ Exigez des informations de dépense comme les reçus et les descriptions, défin
         maxAge: ({maxAge}: ViolationsMaxAgeParams) => `Date de plus de ${maxAge} jours`,
         missingCategory: 'Catégorie manquante',
         missingComment: 'Description requise pour la catégorie sélectionnée',
+        missingAttendees: 'Plusieurs participants sont requis pour cette catégorie',
         missingTag: ({tagName}: ViolationsMissingTagParams = {}) => `Manquant ${tagName ?? 'étiquette'}`,
         modifiedAmount: ({type, displayPercentVariance}: ViolationsModifiedAmountParams) => {
             switch (type) {