[Due for payment 2026-01-15] [$250] Workspaces - Currency un duplicate workspace unchanged after unselecting overview box

[lanitochka17]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number: 9.2.47-0
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from TestRail: https://test-management.browserstack.com/projects/2219752/test-runs/TR-1858/folder/13177080/44743831/999691560?sort=-status_id
Email or phone of affected tester (no customers): negasofonias+neg@gmail.com
Issue reported by: Applause - Internal Team

Action Performed:

1. Go to workspaces and click on 3 dots for a workspace that has a different currency from you default currency
2. Click on duplicate
3. Enter name and click next
4. From the list of features to copy unselect the first box (overview with subheader of the currency in the work space u r copying)
5. Create continue
6. Open the new duplicated workspace and open overview and see currency is still duplicated

Expected Result:

Currency should not be duplicated and the copied workspace's currency should be the default currency of user

Actual Result:

Currency is also duplicated

Workaround:

Unknown

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Platforms Tested:

On which of our officially supported platforms was this issue tested:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Add any screenshot/video evidence

Bug6997712_1762577628967.Recording_20251108_073624.mp4

View all open jobs on GitHub

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021989057280765730561
• Upwork Job ID: 1989057280765730561
• Last Price Increase: 2025-11-20

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @lydiabarclay

[melvin-bot]

Triggered auto assignment to @lydiabarclay (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[nkdengineer]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Currency is also duplicated

What is the root cause of that problem?

We always keep the curreny as the previous currency

App/src/libs/actions/Policy/Policy.ts

Line 2663 in 5dc4f0c

...policy,

What changes do you think we should make in order to solve the problem?

If we unselected the overview option, we should update the currency of the duplicate currency to the user's default currency

1. Pass overview part here and define localCurrency in the options parameter

overview: selectedItems.includes('overview'),
localCurrency: currentUserPersonalDetails?.localCurrencyCode,

App/src/pages/workspace/duplicate/WorkspaceDuplicateSelectFeaturesForm.tsx

Line 216 in 5dc4f0c

people: selectedItems.includes('members'),

2. Update outputCurrency to localCurrency if the overview options is unselected. We also need the backend change for this.

outputCurrency: parts?.overview ? policy?.outputCurrency : localCurrency ?? policy?.outputCurrency,

App/src/libs/actions/Policy/Policy.ts

Line 2663 in 5dc4f0c

...policy,

"Overview - Checks for any workspace description, default currency, and company address, e.g., “Sales team policy, USD currency, 2120 Hyde St, SF, 94109”"

Based on the doc, we should also clear the policy description, company address when the Overview isn't selected.

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[Krishna2323]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Workspaces - Currency un duplicate workspace unchanged after unselecting overview box

What is the root cause of that problem?

• The parts object is missing overview: selectedItems.includes('overview').
  

  App/src/pages/workspace/duplicate/WorkspaceDuplicateSelectFeaturesForm.tsx

  Lines 215 to 228 in 5dc4f0c

  	parts: {
  	people: selectedItems.includes('members'),
  	reports: selectedItems.includes('reports'),
  	connections: selectedItems.includes('accounting'),
  	categories: selectedItems.includes('categories'),
  	tags: selectedItems.includes('tags'),
  	taxes: selectedItems.includes('taxes'),
  	perDiem: selectedItems.includes('perDiem'),
  	reimbursements: selectedItems.includes('invoices'),
  	expenses: selectedItems.includes('rules'),
  	customUnits: selectedItems.includes('distanceRates'),
  	invoices: selectedItems.includes('invoices'),
  	exportLayouts: selectedItems.includes('workflows'),
  	},

• And the DuplicateWorkspace api doesn't accept the currency param and return according to that.

What changes do you think we should make in order to solve the problem?

• We should add overview: selectedItems.includes('overview') here.
• Then update the line below and pass isOverviewOptionSelected ? policy?.outputCurrency : undefined
  

  App/src/libs/actions/Policy/Policy.ts

  Line 2645 in 5dc4f0c

  const {customUnitID, customUnitRateID} = buildOptimisticDistanceRateCustomUnits(policy?.outputCurrency);

• Add outputCurrency: outputCurrencyForDuplicate here.
• We should also update the successData and failureData if needed.
• Lastly update the BE to also accept currency and pass the outputCurrencyForDuplicate as outputCurrency/currency in the param.

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

N/A

What alternative solutions did you explore? (Optional)

Result

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021989057280765730561

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @Pujan92 (External)