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@sumo-slonik sumo-slonik commented Apr 9, 2025

Explanation of Change

Fixed Issues

$ #59882
PROPOSAL:

Tests

Precondition:
Account has no workspace.

  1. Go to staging.new.expensify.com
  2. Go to Reports.
  3. Click Filters.
  4. Click Workspace.
    Expected: There should be no workspace filter.
  5. Create a workspace.
  6. Go to Reports.
  7. Click Filters.
    Expected: There should be a workspace filter.
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
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    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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    • I verified that all the inputs inside a form are aligned with each other.
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  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Screen.Recording.2025-04-10.at.12.00.19.mov
Android: mWeb Chrome
android.web.mov
iOS: Native
ios.mov
iOS: mWeb Safari
ios.web.mov
MacOS: Chrome / Safari
Screen.Recording.2025-04-09.at.18.37.56.mov
MacOS: Desktop

searchTerm: debouncedSearchTerm,
});

const isWorkspaceNameStillPresent = (filterTitle: string | undefined) => workspaces.some((section) => section.data?.some((item) => item.text === filterTitle));
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I added this to prevent scenarios like this:

Screen.Recording.2025-04-09.at.18.16.07.mov

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Can you please explain why?

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@sumo-slonik sumo-slonik Apr 10, 2025

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@dukenv0307
image

As you can see in the 0:30 of recording, after adding a new workspace, the first workspace is selected by default, even though we don't have that one. It's actually the previously selected workspace, which had been deleted earlier — that's why I'm checking if it's still present.

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Why don't we use workspaces to get selectedWorkspaceName, like const selectedWorkspaceName = baseFilterConfig[key].getTitle(searchAdvancedFilters, workspaces);?

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Or filter the policy data using shouldShowPolicy

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I tried not to disrupt the logic we've been using so far to avoid introducing new bugs.
If you think it's better to change it, I can do that, but my solution seems quite clear to me and doesn't disrupt the previous logic, the only issue with which was showing the filter when it wasn't necessarily needed.

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@sumo-slonik What do you mean about the previous logic?

baseFilterConfig[key].getTitle(searchAdvancedFilters, policies);

this logic is new and under beta. Furthermore, we're getting the name from policies (policies can contain the deleted WS) then use workspaces to check if it's present or not. Why don't we just use data from workspaces

Here is my sample code

const data = workspaces.flatMap((section) => section.data);
...
filterTitle = baseFilterConfig[key].getTitle(searchAdvancedFilters, data);

What do you think?

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I think it makes sense. I know it's behind the beta here, but I was afraid of breaking something that was already working in it. But now I understand what you mean, and it seems like a reasonable fix to me.

@sumo-slonik sumo-slonik marked this pull request as ready for review April 10, 2025 10:03
@sumo-slonik sumo-slonik requested a review from a team as a code owner April 10, 2025 10:03
@melvin-bot melvin-bot bot requested review from dukenv0307 and removed request for a team April 10, 2025 10:03
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melvin-bot bot commented Apr 10, 2025

@dukenv0307 Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

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@sumo-slonik Please let me know when it's ready for review again

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@dukenv0307 I think it's ready to be reviewed again

@sumo-slonik sumo-slonik force-pushed the bugfix/kuba_nowakowski/Reports-filters-Workspace-filter-is-displayed-when-account-has-no-workspace branch from ae0462a to 67b6794 Compare April 14, 2025 10:11
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Looks good, just left 1 minor comment

@sumo-slonik
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Fixed :D

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
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  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native
Screen.Recording.2025-04-15.at.22.22.13.mov
Android: mWeb Chrome
Screen.Recording.2025-04-15.at.22.19.48.mov
iOS: Native
Screen.Recording.2025-04-15.at.22.22.26.mov
iOS: mWeb Safari
Screen.Recording.2025-04-15.at.22.19.30.mov
MacOS: Chrome / Safari
web-resize.mp4
MacOS: Desktop
Screen.Recording.2025-04-15.at.22.23.46.mov

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LGTM

@melvin-bot melvin-bot bot requested a review from mountiny April 15, 2025 15:26
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Thanks!

@@ -160,7 +162,7 @@ const baseFilterConfig = {
*/
const typeFiltersKeys: Record<string, Array<Array<ValueOf<typeof CONST.SEARCH.SYNTAX_FILTER_KEYS>>>> = {
[CONST.SEARCH.DATA_TYPES.EXPENSE]: [
[CONST.SEARCH.SYNTAX_FILTER_KEYS.KEYWORD, CONST.SEARCH.SYNTAX_FILTER_KEYS.FROM, CONST.SEARCH.SYNTAX_FILTER_KEYS.TO],
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I think the policy filter should be available for other search types too (expense reports, trips etc) as those are also associated with policies

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Going to discuss with the team

@mountiny mountiny merged commit 1172ce3 into Expensify:main Apr 16, 2025
19 of 20 checks passed
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🚧 @mountiny has triggered a test app build. You can view the workflow run here.

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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪

Android 🤖 iOS 🍎
Android 🤖🔄 iOS 🍎🔄
Android iOS
Desktop 💻 Web 🕸️
❌ FAILED ❌ https://59943.pr-testing.expensify.com
The QR code can't be generated, because the Desktop build failed Web

👀 View the workflow run that generated this build 👀

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🚀 Deployed to staging by https://github.com/mountiny in version: 9.1.29-0 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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🚀 Deployed to production by https://github.com/marcaaron in version: 9.1.29-10 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 failure ❌
🍎 iOS 🍎 success ✅

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4 participants