Add contextual Category rules section to category details RHP

src/ROUTES.ts

@@ -33,6 +33,10 @@ function getRulesRevampRuleEditSegment(categoryName: string): string {
     return `edit/${encodeURIComponent(categoryName)}`;
 }
 
+function getOptionalCategoryNameQuery(categoryName?: string): string {
+    return categoryName ? `?categoryName=${encodeURIComponent(categoryName)}` : '';
+}
+
 // This is a file containing constants for all the routes we want to be able to go to
 
 /**
@@ -3198,7 +3202,7 @@ const ROUTES = {
     },
     RULES_REQUIRE_FIELDS_RULE_NEW: {
         route: 'workspaces/:policyID/rules/require-fields-rules/new',
-        getRoute: (policyID: string) => `workspaces/${policyID}/rules/require-fields-rules/new` as const,
+        getRoute: (policyID: string, categoryName?: string) => `workspaces/${policyID}/rules/require-fields-rules/new${getOptionalCategoryNameQuery(categoryName)}` as const,
     },
     RULES_REQUIRE_FIELDS_RULE_EDIT: {
         route: 'workspaces/:policyID/rules/require-fields-rules/edit/:categoryName',
@@ -3214,7 +3218,7 @@ const ROUTES = {
     },
     RULES_FLAG_FOR_REVIEW_RULE_NEW: {
         route: 'workspaces/:policyID/rules/flag-for-review-rules/new',
-        getRoute: (policyID: string) => `workspaces/${policyID}/rules/flag-for-review-rules/new` as const,
+        getRoute: (policyID: string, categoryName?: string) => `workspaces/${policyID}/rules/flag-for-review-rules/new${getOptionalCategoryNameQuery(categoryName)}` as const,
     },
     RULES_FLAG_FOR_REVIEW_RULE_EDIT: {
         route: 'workspaces/:policyID/rules/flag-for-review-rules/edit/:categoryName',
@@ -3278,11 +3282,11 @@ const ROUTES = {
     },
     RULES_NEW: {
         route: 'workspaces/:policyID/rules/new',
-        getRoute: (policyID: string) => `workspaces/${policyID}/rules/new` as const,
+        getRoute: (policyID: string, categoryName?: string) => `workspaces/${policyID}/rules/new${getOptionalCategoryNameQuery(categoryName)}` as const,
     },
     RULES_MERCHANT_NEW: {
         route: 'workspaces/:policyID/rules/merchant-rules/new',
-        getRoute: (policyID: string) => `workspaces/${policyID}/rules/merchant-rules/new` as const,
+        getRoute: (policyID: string, categoryName?: string) => `workspaces/${policyID}/rules/merchant-rules/new${getOptionalCategoryNameQuery(categoryName)}` as const,
     },
     RULES_MERCHANT_IMPORT: {
         route: 'workspaces/:policyID/rules/merchant-rules/import',

src/languages/en.ts

@@ -7910,6 +7910,9 @@ const translations = {
                 },
                 defaultTaxRate: 'Default tax rate',
                 enableWorkflows: (moreFeaturesLink: string) => `Go to [More features](${moreFeaturesLink}) and enable workflows, then add approvals to unlock this feature.`,
+                createNewRule: 'Create new rule',
+                contextualFlagForReview: (amount: string) => `If amount is above ${amount}, flag for review`,
+                contextualFlagForReviewDaily: (amount: string) => `If daily category total is above ${amount}, flag for review`,
             },
             customRules: {
                 title: 'Expense policy',

src/libs/CategoryContextualRulesUtils.ts

@@ -0,0 +1,97 @@
+/**
+ * Helpers for listing Rules Revamp rules that apply to a specific workspace category,
+ * used by the category details RHP contextual "Category rules" section.
+ */
+import type {LocaleContextProps} from '@components/LocaleContextProvider';
+
+import type {CurrencyListActionsContextType} from '@hooks/useCurrencyList';
+
+import CONST from '@src/CONST';
+import ROUTES from '@src/ROUTES';
+import type {Route} from '@src/ROUTES';
+import type {Policy, PolicyCategory} from '@src/types/onyx';
+import type {PendingAction} from '@src/types/onyx/OnyxCommon';
+
+import {hasExplicitFlagAmount} from './FlagForReviewRulesUtils';
+import {categoryHasAnyRequireFieldsRule, formatRequireFieldsRuleDescriptions, getRequireFieldsPendingAction, getRequireFieldsRuleDescriptionsForCategory} from './RequireFieldsRulesUtils';
+
+type CategoryContextualRule = {
+    key: string;
+    summary: string;
+    route: Route;
+    pendingAction?: PendingAction;
+};
+
+function getFlagForReviewContextualSummary(
+    category: PolicyCategory,
+    translate: LocaleContextProps['translate'],
+    convertToDisplayString: CurrencyListActionsContextType['convertToDisplayString'],
+    policyCurrency: string,
+): string | undefined {
+    if (!hasExplicitFlagAmount(category.maxExpenseAmount)) {
+        return undefined;
+    }
+
+    const amountDisplay = convertToDisplayString(category.maxExpenseAmount, policyCurrency);
+    const expenseLimitType = category.expenseLimitType ?? CONST.POLICY.EXPENSE_LIMIT_TYPES.EXPENSE;
+
+    if (expenseLimitType === CONST.POLICY.EXPENSE_LIMIT_TYPES.DAILY) {
+        return translate('workspace.rules.categoryRules.contextualFlagForReviewDaily', amountDisplay);
+    }
+
+    return translate('workspace.rules.categoryRules.contextualFlagForReview', amountDisplay);
+}
+
+/**
+ * Returns Rules Revamp rules scoped to a category for display in the category details RHP.
+ * Each item navigates to the same edit route used from the centralized Rules page.
+ */
+function getCategoryContextualRules({
+    policy,
+    category,
+    categoryName,
+    translate,
+    convertToDisplayString,
+}: {
+    policy: Policy | undefined;
+    category: PolicyCategory | undefined;
+    categoryName: string;
+    translate: LocaleContextProps['translate'];
+    convertToDisplayString: CurrencyListActionsContextType['convertToDisplayString'];
+}): CategoryContextualRule[] {
+    if (!policy?.id || !category) {
+        return [];
+    }
+
+    const policyID = policy.id;
+    const policyCurrency = policy.outputCurrency ?? CONST.CURRENCY.USD;
+    const rules: CategoryContextualRule[] = [];
+
+    const flagSummary = getFlagForReviewContextualSummary(category, translate, convertToDisplayString, policyCurrency);
+    if (flagSummary) {
+        rules.push({
+            key: `flag-for-review-${categoryName}`,
+            summary: flagSummary,
+            route: ROUTES.RULES_FLAG_FOR_REVIEW_RULE_EDIT.getRoute(policyID, categoryName),
+            pendingAction: category.pendingFields?.maxExpenseAmount,
+        });
+    }
+
+    if (categoryHasAnyRequireFieldsRule(category)) {
+        const descriptions = getRequireFieldsRuleDescriptionsForCategory(category, translate, convertToDisplayString, policyCurrency);
+        const summary = formatRequireFieldsRuleDescriptions(descriptions);
+        if (summary) {
+            rules.push({
+                key: `require-fields-${categoryName}`,
+                summary,
+                route: ROUTES.RULES_REQUIRE_FIELDS_RULE_EDIT.getRoute(policyID, categoryName),
+                pendingAction: getRequireFieldsPendingAction(category.pendingFields),
+            });
+        }
+    }
+
+    return rules;
+}
+
+export {getCategoryContextualRules};
+export type {CategoryContextualRule};

src/libs/FlagForReviewRulesUtils.ts

@@ -168,5 +168,13 @@ function getFlagForReviewTableData({
     return rules;
 }
 
-export {deleteFlagForReviewRule, getEffectiveFlagForReviewRuleForm, getFlagForReviewFormFromCategory, getFlagForReviewRuleAmountError, getFlagForReviewTableData, saveFlagForReviewRule};
+export {
+    deleteFlagForReviewRule,
+    getEffectiveFlagForReviewRuleForm,
+    getFlagForReviewFormFromCategory,
+    getFlagForReviewRuleAmountError,
+    getFlagForReviewTableData,
+    hasExplicitFlagAmount,
+    saveFlagForReviewRule,
+};
 export type {FlagForReviewTableItem};

src/libs/Navigation/types.ts

@@ -1552,9 +1552,11 @@ type SettingsNavigatorParamList = {
     };
     [SCREENS.WORKSPACE.RULES_NEW]: {
         policyID: string;
+        categoryName?: string;
     };
     [SCREENS.WORKSPACE.RULES_MERCHANT_NEW]: {
         policyID: string;
+        categoryName?: string;
     };
     [SCREENS.WORKSPACE.RULES_MERCHANT_IMPORT]: {
         policyID: string;
@@ -1567,6 +1569,7 @@ type SettingsNavigatorParamList = {
     };
     [SCREENS.WORKSPACE.RULES_REQUIRE_FIELDS_RULE_NEW]: {
         policyID: string;
+        categoryName?: string;
     };
     [SCREENS.WORKSPACE.RULES_REQUIRE_FIELDS_RULE_EDIT]: {
         policyID: string;
@@ -1581,6 +1584,7 @@ type SettingsNavigatorParamList = {
     };
     [SCREENS.WORKSPACE.RULES_FLAG_FOR_REVIEW_RULE_NEW]: {
         policyID: string;
+        categoryName?: string;
     };
     [SCREENS.WORKSPACE.RULES_FLAG_FOR_REVIEW_RULE_EDIT]: {
         policyID: string;

src/libs/RequireFieldsRulesUtils.ts

@@ -314,5 +314,16 @@ function getRequireFieldsTableData({
     return rules.sort((a, b) => localeCompare(a.conditionText, b.conditionText));
 }
 
-export {categoryHasLegacyReceiptRules, deleteRequireFieldsRule, getEffectiveRequireFieldsRuleForm, getRequireFieldsFormFromCategory, getRequireFieldsTableData, saveRequireFieldsRule};
+export {
+    categoryHasAnyRequireFieldsRule,
+    categoryHasLegacyReceiptRules,
+    deleteRequireFieldsRule,
+    formatRequireFieldsRuleDescriptions,
+    getEffectiveRequireFieldsRuleForm,
+    getRequireFieldsFormFromCategory,
+    getRequireFieldsPendingAction,
+    getRequireFieldsRuleDescriptionsForCategory,
+    getRequireFieldsTableData,
+    saveRequireFieldsRule,
+};
 export type {RequireFieldsTableItem};