Handle tax for split requests

src/components/MoneyRequestConfirmationList.tsx

@@ -178,11 +178,15 @@ type MoneyRequestConfirmationListProps = MoneyRequestConfirmationListOnyxProps &
 
 type MoneyRequestConfirmationListItem = Participant | ReportUtils.OptionData;
 
-const getTaxAmount = (transaction: OnyxEntry<OnyxTypes.Transaction>, policy: OnyxEntry<OnyxTypes.Policy>) => {
+/**
+ * Calculate and set tax amount in transaction draft
+ */
+const setTaxAmountInDraft = (transaction: OnyxEntry<OnyxTypes.Transaction>, policy: OnyxEntry<OnyxTypes.Policy>) => {
     const defaultTaxCode = TransactionUtils.getDefaultTaxCode(policy, transaction) ?? '';
-
     const taxPercentage = TransactionUtils.getTaxValue(policy, transaction, transaction?.taxCode ?? defaultTaxCode) ?? '';
-    return TransactionUtils.calculateTaxAmount(taxPercentage, transaction?.amount ?? 0);
+    const taxAmount = TransactionUtils.calculateTaxAmount(taxPercentage, transaction?.amount ?? 0);
+    const taxAmountInSmallestCurrencyUnits = CurrencyUtils.convertToBackendAmount(Number.parseFloat(taxAmount.toString()));
+    IOU.setMoneyRequestTaxAmount(transaction?.transactionID ?? '', taxAmountInSmallestCurrencyUnits, true);
 };
 
 function MoneyRequestConfirmationList({
@@ -244,16 +248,6 @@ function MoneyRequestConfirmationList({
     const transactionID = transaction?.transactionID ?? '';
     const customUnitRateID = TransactionUtils.getRateID(transaction) ?? '';
 
-    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]);
-
     const policyCurrency = policy?.outputCurrency ?? PolicyUtils.getPersonalPolicy()?.outputCurrency ?? CONST.CURRENCY.USD;
 
     const mileageRate = TransactionUtils.isCustomUnitRateIDForP2P(transaction)
@@ -314,9 +308,9 @@ function MoneyRequestConfirmationList({
           );
     const formattedTaxAmount = CurrencyUtils.convertToDisplayString(transaction?.taxAmount, iouCurrencyCode);
     const taxRateTitle = TransactionUtils.getTaxName(policy, transaction);
-
-    const previousTransactionAmount = usePrevious(transaction?.amount);
-    const previousTransactionCurrency = usePrevious(transaction?.currency);
+    const prevTaxAmount = usePrevious(transaction?.taxAmount);
+    const prevAmount = usePrevious(transaction?.amount);
+    const prevCurrency = usePrevious(transaction?.currency);
 
     const isFocused = useIsFocused();
     const [formError, debouncedFormError, setFormError] = useDebouncedState('');
@@ -345,6 +339,31 @@ function MoneyRequestConfirmationList({
 
     const isCategoryRequired = !!policy?.requiresCategory;
 
+    useEffect(() => {
+        if (!shouldShowTax) {
+            return;
+        }
+        setTaxAmountInDraft(transaction, policy);
+        // eslint-disable-next-line react-hooks/exhaustive-deps -- we want to call this function when component is mounted
+    }, []);
+
+    useEffect(() => {
+        if (!shouldShowTax || prevTaxAmount !== transaction?.taxAmount || (prevAmount === transaction?.amount && prevCurrency === transaction?.currency)) {
+            return;
+        }
+        setTaxAmountInDraft(transaction, policy);
+    }, [policy, shouldShowTax, prevTaxAmount, prevAmount, prevCurrency, transaction]);
+
+    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]);
+
     useEffect(() => {
         if (shouldDisplayFieldError && hasSmartScanFailed) {
             setFormError('iou.receiptScanningFailed');
@@ -369,18 +388,6 @@ function MoneyRequestConfirmationList({
         IOU.setMoneyRequestAmount(transactionID, amount, currency ?? '');
     }, [shouldCalculateDistanceAmount, distance, rate, unit, transactionID, currency]);
 
-    // Calculate and set tax amount in transaction draft
-    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]);
-
     // If completing a split expense fails, set didConfirm to false to allow the user to edit the fields again
     if (isEditingSplitBill && didConfirm) {
         setDidConfirm(false);

src/libs/API/parameters/SplitBillParams.ts

@@ -15,6 +15,8 @@ type SplitBillParams = {
     policyID: string | undefined;
     chatType: string | undefined;
     splitPayerAccountIDs: number[];
+    taxCode: string;
+    taxAmount: number;
 };
 
 export default SplitBillParams;

src/libs/actions/IOU.ts

@@ -3726,6 +3726,8 @@ function createSplitsAndOnyxData(
     existingSplitChatReportID = '',
     billable = false,
     iouRequestType: IOURequestType = CONST.IOU.REQUEST_TYPE.MANUAL,
+    taxCode = '',
+    taxAmount = 0,
 ): SplitsAndOnyxData {
     const currentUserEmailForIOUSplit = PhoneNumber.addSMSDomainIfPhoneNumber(currentUserLogin);
     const participantAccountIDs = participants.map((participant) => Number(participant.accountID));
@@ -3747,8 +3749,8 @@ function createSplitsAndOnyxData(
         undefined,
         category,
         tag,
-        undefined,
-        undefined,
+        taxCode,
+        taxAmount,
         billable,
     );
 
@@ -3903,14 +3905,16 @@ function createSplitsAndOnyxData(
 
     // Loop through participants creating individual chats, iouReports and reportActionIDs as needed
     const currentUserAmount = splitShares?.[currentUserAccountID]?.amount ?? IOUUtils.calculateAmount(participants.length, amount, currency, true);
+    const currentUserTaxAmount = IOUUtils.calculateAmount(participants.length, taxAmount, currency, true);
 
-    const splits: Split[] = [{email: currentUserEmailForIOUSplit, accountID: currentUserAccountID, amount: currentUserAmount}];
+    const splits: Split[] = [{email: currentUserEmailForIOUSplit, accountID: currentUserAccountID, amount: currentUserAmount, taxAmount: currentUserTaxAmount}];
 
     const hasMultipleParticipants = participants.length > 1;
     participants.forEach((participant) => {
         // In a case when a participant is a workspace, even when a current user is not an owner of the workspace
         const isPolicyExpenseChat = ReportUtils.isPolicyExpenseChat(participant);
         const splitAmount = splitShares?.[participant.accountID ?? -1]?.amount ?? IOUUtils.calculateAmount(participants.length, amount, currency, false);
+        const splitTaxAmount = IOUUtils.calculateAmount(participants.length, taxAmount, currency, false);
 
         // To exclude someone from a split, the amount can be 0. The scenario for this is when creating a split from a group chat, we have remove the option to deselect users to exclude them.
         // We can input '0' next to someone we want to exclude.
@@ -3980,8 +3984,8 @@ function createSplitsAndOnyxData(
             undefined,
             category,
             tag,
-            undefined,
-            undefined,
+            taxCode,
+            ReportUtils.isExpenseReport(oneOnOneIOUReport) ? -splitTaxAmount : splitTaxAmount,
             billable,
         );
 
@@ -4073,6 +4077,7 @@ function createSplitsAndOnyxData(
             reportPreviewReportActionID: oneOnOneReportPreviewAction.reportActionID,
             transactionThreadReportID: optimisticTransactionThread.reportID,
             createdReportActionIDForThread: optimisticCreatedActionForTransactionThread.reportActionID,
+            taxAmount: splitTaxAmount,
         };
 
         splits.push(individualSplit);
@@ -4126,6 +4131,8 @@ type SplitBillActionsParams = {
     existingSplitChatReportID?: string;
     splitShares?: SplitShares;
     splitPayerAccountIDs?: number[];
+    taxCode?: string;
+    taxAmount?: number;
 };
 
 /**
@@ -4148,6 +4155,8 @@ function splitBill({
     existingSplitChatReportID = '',
     splitShares = {},
     splitPayerAccountIDs = [],
+    taxCode = '',
+    taxAmount = 0,
 }: SplitBillActionsParams) {
     const currentCreated = DateUtils.enrichMoneyRequestTimestamp(created);
     const {splitData, splits, onyxData} = createSplitsAndOnyxData(
@@ -4165,6 +4174,8 @@ function splitBill({
         existingSplitChatReportID,
         billable,
         iouRequestType,
+        taxCode,
+        taxAmount,
     );
 
     const parameters: SplitBillParams = {
@@ -4184,6 +4195,8 @@ function splitBill({
         policyID: splitData.policyID,
         chatType: splitData.chatType,
         splitPayerAccountIDs,
+        taxCode,
+        taxAmount,
     };
 
     API.write(WRITE_COMMANDS.SPLIT_BILL, parameters, onyxData);
@@ -4210,6 +4223,8 @@ function splitBillAndOpenReport({
     iouRequestType = CONST.IOU.REQUEST_TYPE.MANUAL,
     splitShares = {},
     splitPayerAccountIDs = [],
+    taxCode = '',
+    taxAmount = 0,
 }: SplitBillActionsParams) {
     const currentCreated = DateUtils.enrichMoneyRequestTimestamp(created);
     const {splitData, splits, onyxData} = createSplitsAndOnyxData(
@@ -4227,6 +4242,8 @@ function splitBillAndOpenReport({
         '',
         billable,
         iouRequestType,
+        taxCode,
+        taxAmount,
     );
 
     const parameters: SplitBillParams = {
@@ -4246,6 +4263,8 @@ function splitBillAndOpenReport({
         policyID: splitData.policyID,
         chatType: splitData.chatType,
         splitPayerAccountIDs,
+        taxCode,
+        taxAmount,
     };
 
     API.write(WRITE_COMMANDS.SPLIT_BILL_AND_OPEN_REPORT, parameters, onyxData);

src/pages/iou/request/step/IOURequestStepAmount.tsx

@@ -39,9 +39,6 @@ type IOURequestStepAmountOnyxProps = {
     /** Whether the confirmation step should be skipped */
     skipConfirmation: OnyxEntry<boolean>;
 
-    /** The draft transaction object being modified in Onyx */
-    draftTransaction: OnyxEntry<OnyxTypes.Transaction>;
-
     /** Personal details of all users */
     personalDetails: OnyxEntry<OnyxTypes.PersonalDetailsList>;
 
@@ -67,7 +64,6 @@ function IOURequestStepAmount({
     currentUserPersonalDetails,
     splitDraftTransaction,
     skipConfirmation,
-    draftTransaction,
 }: IOURequestStepAmountProps) {
     const {translate} = useLocalize();
     const textInput = useRef<BaseTextInputRef | null>(null);
@@ -78,8 +74,9 @@ function IOURequestStepAmount({
     const isEditing = action === CONST.IOU.ACTION.EDIT;
     const isSplitBill = iouType === CONST.IOU.TYPE.SPLIT;
     const isEditingSplitBill = isEditing && isSplitBill;
-    const {amount: transactionAmount} = ReportUtils.getTransactionDetails(isEditingSplitBill && !isEmptyObject(splitDraftTransaction) ? splitDraftTransaction : transaction) ?? {amount: 0};
-    const {currency: originalCurrency} = ReportUtils.getTransactionDetails(isEditing ? draftTransaction : transaction) ?? {currency: CONST.CURRENCY.USD};
+    const currentTransaction = isEditingSplitBill && !isEmptyObject(splitDraftTransaction) ? splitDraftTransaction : transaction;
+    const {amount: transactionAmount} = ReportUtils.getTransactionDetails(currentTransaction) ?? {amount: 0};
+    const {currency: originalCurrency} = ReportUtils.getTransactionDetails(currentTransaction) ?? {currency: CONST.CURRENCY.USD};
     const currency = CurrencyUtils.isValidCurrencyCode(selectedCurrency) ? selectedCurrency : originalCurrency;
 
     // For quick button actions, we'll skip the confirmation page unless the report is archived or this is a workspace request, as
@@ -269,25 +266,25 @@ function IOURequestStepAmount({
         }
 
         // If the value hasn't changed, don't request to save changes on the server and just close the modal
-        const transactionCurrency = TransactionUtils.getCurrency(transaction);
-        if (newAmount === TransactionUtils.getAmount(transaction) && currency === transactionCurrency) {
+        const transactionCurrency = TransactionUtils.getCurrency(currentTransaction);
+        if (newAmount === TransactionUtils.getAmount(currentTransaction) && currency === transactionCurrency) {
             Navigation.dismissModal();
             return;
         }
 
+        // If currency has changed, then we get the default tax rate based on currency, otherwise we use the current tax rate selected in transaction, if we have it.
+        const transactionTaxCode = ReportUtils.getTransactionDetails(currentTransaction)?.taxCode;
+        const defaultTaxCode = TransactionUtils.getDefaultTaxCode(policy, currentTransaction, currency) ?? '';
+        const taxCode = (currency !== transactionCurrency ? defaultTaxCode : transactionTaxCode) ?? defaultTaxCode;
+        const taxPercentage = TransactionUtils.getTaxValue(policy, currentTransaction, taxCode) ?? '';
+        const taxAmount = CurrencyUtils.convertToBackendAmount(TransactionUtils.calculateTaxAmount(taxPercentage, newAmount));
+
         if (isSplitBill) {
-            IOU.setDraftSplitTransaction(transactionID, {amount: newAmount, currency});
+            IOU.setDraftSplitTransaction(transactionID, {amount: newAmount, currency, taxCode, taxAmount});
             Navigation.goBack(backTo);
             return;
         }
 
-        // If currency has changed, then we get the default tax rate based on currency, otherwise we use the current tax rate selected in transaction, if we have it.
-        const transactionTaxCode = transaction?.taxCode ?? '';
-        const defaultTaxCode = TransactionUtils.getDefaultTaxCode(policy, transaction, currency) ?? '';
-        const taxCode = (currency !== transactionCurrency ? defaultTaxCode : transactionTaxCode) ?? defaultTaxCode;
-        const taxPercentage = TransactionUtils.getTaxValue(policy, transaction, taxCode) ?? '';
-        const taxAmount = CurrencyUtils.convertToBackendAmount(TransactionUtils.calculateTaxAmount(taxPercentage, newAmount));
-
         IOU.updateMoneyRequestAmountAndCurrency({transactionID, transactionThreadReportID: reportID, currency, amount: newAmount, taxAmount, policy, taxCode});
         Navigation.dismissModal();
     };
@@ -326,12 +323,6 @@ const IOURequestStepAmountWithOnyx = withOnyx<IOURequestStepAmountProps, IOURequ
             return `${ONYXKEYS.COLLECTION.SPLIT_TRANSACTION_DRAFT}${transactionID}`;
         },
     },
-    draftTransaction: {
-        key: ({route}) => {
-            const transactionID = route.params.transactionID ?? 0;
-            return `${ONYXKEYS.COLLECTION.TRANSACTION_DRAFT}${transactionID}`;
-        },
-    },
     skipConfirmation: {
         key: ({route}) => {
             const transactionID = route.params.transactionID ?? 0;

src/pages/iou/request/step/IOURequestStepConfirmation.tsx

@@ -325,7 +325,9 @@ function IOURequestStepConfirmation({
                 const participantsWithAmount = Object.keys(transaction.splitShares ?? {})
                     .filter((accountID: string): boolean => (transaction?.splitShares?.[Number(accountID)]?.amount ?? 0) > 0)
                     .map((accountID) => Number(accountID));
-                splitParticipants = selectedParticipants.filter((participant) => participantsWithAmount.includes(participant.accountID ?? -1));
+                splitParticipants = selectedParticipants.filter((participant) =>
+                    participantsWithAmount.includes(participant.isPolicyExpenseChat ? participant?.ownerAccountID ?? -1 : participant.accountID ?? -1),
+                );
             }
             const trimmedComment = (transaction?.comment.comment ?? '').trim();
 
@@ -375,6 +377,8 @@ function IOURequestStepConfirmation({
                         iouRequestType: transaction.iouRequestType,
                         splitShares: transaction.splitShares,
                         splitPayerAccountIDs: transaction.splitPayerAccountIDs ?? [],
+                        taxCode: transactionTaxCode,
+                        taxAmount: transactionTaxAmount,
                     });
                 }
                 return;
@@ -398,6 +402,8 @@ function IOURequestStepConfirmation({
                         iouRequestType: transaction.iouRequestType,
                         splitShares: transaction.splitShares,
                         splitPayerAccountIDs: transaction.splitPayerAccountIDs,
+                        taxCode: transactionTaxCode,
+                        taxAmount: transactionTaxAmount,
                     });
                 }
                 return;
@@ -493,6 +499,8 @@ function IOURequestStepConfirmation({
             policy,
             policyTags,
             policyCategories,
+            transactionTaxAmount,
+            transactionTaxCode,
         ],
     );
 

src/pages/iou/request/step/IOURequestStepParticipants.tsx

@@ -41,7 +41,9 @@ function IOURequestStepParticipants({
     const participants = transaction?.participants;
     const {translate} = useLocalize();
     const styles = useThemeStyles();
-    const selectedReportID = useRef<string>(reportID);
+
+    // We need to set selectedReportID if user has navigated back from confirmation page and navigates to confirmation page with already selected participant
+    const selectedReportID = useRef<string>(participants?.length === 1 ? participants[0]?.reportID ?? reportID : reportID);
     const numberOfParticipants = useRef(participants?.length ?? 0);
     const iouRequestType = TransactionUtils.getRequestType(transaction);
     const isSplitRequest = iouType === CONST.IOU.TYPE.SPLIT;