Skip to content

Use new transaction component inside reports in search #62286

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Conversation

sumo-slonik
Copy link
Contributor

@sumo-slonik sumo-slonik commented May 19, 2025

Explanation of Change

I added the transaction component — the same one used in the report — to the "group by report" view in the search, and refactored it to make it more flexible for potential reuse elsewhere.

Fixed Issues

$ #61512
PROPOSAL:

Tests

Go to the Search tab, then to Group by Reports, and check if the transactions are displayed correctly.

  • Verify that no errors appear in the JS console

Offline tests

Unnecessary

QA Steps

Same as test
// 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)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (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 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
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • 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.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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.
  • 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
Android: mWeb Chrome
Screen.Recording.2025-05-19.at.17.05.20.mov
iOS: Native
Screen.Recording.2025-05-19.at.16.55.36.mov
iOS: mWeb Safari
Screen.Recording.2025-05-19.at.17.00.20.mov
MacOS: Chrome / Safari
Screen.Recording.2025-05-19.at.16.26.17.mov
MacOS: Desktop
Screen.Recording.2025-05-19.at.16.36.47.mov

@sumo-slonik
Copy link
Contributor Author

@trjExpensify
PR is already open 💥

@sumo-slonik sumo-slonik requested a review from a team as a code owner May 19, 2025 15:13
@melvin-bot melvin-bot bot requested review from DylanDylann and removed request for a team May 19, 2025 15:13
Copy link

melvin-bot bot commented May 19, 2025

@DylanDylann 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]

@trjExpensify trjExpensify requested a review from a team May 19, 2025 15:28
@trjExpensify
Copy link
Contributor

Nice! If we're now using the same component, should the logic for the columns to include not be the same (apart from "Action" of course)? I noticed they're different:

Search Result:
image

Report:
image

@shawnborton
Copy link
Contributor

That makes sense to me.

Can we double check our spacing here? It looks like these new rows have too much space between them when you view a report from Reports > Expense Reports.

Are we close to a test build? I can grab more specific feedback once we fire one up.

@sumo-slonik
Copy link
Contributor Author

I prepared this component in a way that allows us to pass a list of columns we want to include depending on the context, and I’ve set it up so that the columns are the same as before. If we want to have the same columns as in the report, that’s also possible. In that case, do we also want to change the columns for the regular "Expense" tab?

@shawnborton
Copy link
Contributor

I don't think we want to change anything about how the columns were previously working on the Reports page, do we? If anything, we want this new component to mirror what we previously had on the Reports page. There are some optimizations we want to make with columns in the future (custom columns, conditionally showing/hiding them if they are populated or not, etc) but I think we can focus on that after this.

@sumo-slonik
Copy link
Contributor Author

The spacing has been fixed, and from what I understand, I kept the same column layout in the search as it was before. If you have any feedback, I’m happy to make adjustments. I think we can trigger an ad-hoc build so @shawnborton can take a look.

@shawnborton
Copy link
Contributor

Sounds good, will trigger the build now 🚀

Copy link
Contributor

🚧 @shawnborton has triggered a test app build. You can view the workflow run here.

transactionItem={transaction}
isSelected={!!transaction.isSelected}
dateColumnSize={dateColumnSize}
shouldShowTooltip
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Previously TransactionListItemRow showTooltip prop was based on showTooltip. Why do we set it to always true here?

Suggested change
shouldShowTooltip
shouldShowTooltip={showTooltip}

@@ -260,6 +275,16 @@ function MoneyRequestReportTransactionList({report, transactions, reportActions,
shouldUseNarrowLayout={shouldUseNarrowLayout || isMediumScreenWidth}
shouldShowCheckbox={!!selectionMode?.isEnabled || isMediumScreenWidth}
onCheckboxPress={toggleTransaction}
columns={[
CONST.REPORT.TRANSACTION_LIST.COLUMNS.RECEIPT,
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Can we define this array as a const and put it at the top of the file?

shouldShowCheckbox={!!canSelectMultiple}
onCheckboxPress={() => onCheckboxPress?.(transaction as unknown as TItem)}
columns={[
CONST.REPORT.TRANSACTION_LIST.COLUMNS.RECEIPT,
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Same here ☝️

This comment has been minimized.

@shawnborton
Copy link
Contributor

Looks like the column headers don't line up with the report table content:
CleanShot 2025-05-20 at 12 44 22@2x

@shawnborton
Copy link
Contributor

When selected, we don't want rounded corners:
CleanShot 2025-05-20 at 12 45 11@2x

Copy link
Contributor

🚧 @shawnborton has triggered a test app build. You can view the workflow run here.

Copy link
Contributor

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

Android 🤖 iOS 🍎
Android 🤖🔄 iOS 🍎🔄
https://ad-hoc-expensify-cash.s3.amazonaws.com/android/62286-hybrid/index.html https://ad-hoc-expensify-cash.s3.amazonaws.com/ios/62286-hybrid/index.html
Android iOS
Desktop 💻 Web 🕸️
https://ad-hoc-expensify-cash.s3.amazonaws.com/desktop/62286/NewExpensify.dmg https://62286.pr-testing.expensify.com
Desktop Web

👀 View the workflow run that generated this build 👀

@shawnborton
Copy link
Contributor

Nice, that seems to have fixed it for me. Let's get this into final review then?

@sumo-slonik
Copy link
Contributor Author

@DylanDylann Hi, could you take a look at this PR? It seems that all the related bugs have been resolved

@@ -59,6 +60,23 @@ type TransactionWithOptionalHighlight = OnyxTypes.Transaction & {
shouldBeHighlighted?: boolean;
};

type TransactionWithOptionalSearchFields = TransactionWithOptionalHighlight & {
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

This type isn't used in this file. Please move this type of definition to src/components/TransactionItemRow/index.tsx

@DylanDylann
Copy link
Contributor

@sumo-slonik Could you also resolve conflict?

@DylanDylann
Copy link
Contributor

DylanDylann commented May 21, 2025

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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • 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 there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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.ts 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
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Screen.Recording.2025-05-21.at.12.49.00.mov
Android: mWeb Chrome
Screen.Recording.2025-05-21.at.12.45.18.mov
iOS: HybridApp
Screen.Recording.2025-05-21.at.14.15.04.mov
iOS: mWeb Safari
Screen.Recording.2025-05-21.at.12.44.28.mov
MacOS: Chrome / Safari
Screen.Recording.2025-05-21.at.12.43.06.mov
MacOS: Desktop
Screen.Recording.2025-05-21.at.12.48.02.mov

…ent_in_search

# Conflicts:
#	src/components/SelectionList/Search/ReportListItem.tsx
@sumo-slonik
Copy link
Contributor Author

@DylanDylann done 💥

mountiny
mountiny previously approved these changes May 21, 2025
Copy link
Contributor

@mountiny mountiny left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

One nab comment

@melvin-bot melvin-bot bot requested a review from mountiny May 21, 2025 10:10
@shawnborton
Copy link
Contributor

I think we also need to use this new row style for the Reports > Expenses page on mobile too. We can do that as a follow up.

But once we do that, then we really only have one row style to maintain.

@sumo-slonik
Copy link
Contributor Author

I agree and I’m happy to take care of it. However, I’ll be away from tomorrow until Tuesday, so I can either handle it when I’m back or ask someone else to follow up in the meantime."

Copy link
Contributor

@mountiny mountiny left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks!

@mountiny mountiny merged commit 758b1d7 into Expensify:main May 21, 2025
18 checks passed
@OSBotify
Copy link
Contributor

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

@shawnborton
Copy link
Contributor

Created a follow up issue here: #62474

Copy link
Contributor

🚀 Deployed to staging by https://github.com/mountiny in version: 9.1.48-0 🚀

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

Copy link
Contributor

🚀 Deployed to staging by https://github.com/mountiny in version: 9.1.48-0 🚀

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

Comment on lines +107 to +108
const columnComponent: ColumnComponents = useMemo(
() => ({
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

NAB: did we pull these column rendering here inside a useMemo for performance reasons?

Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

yup, it should stop react from remounting components

Copy link
Contributor

🚀 Deployed to staging by https://github.com/mountiny in version: 9.1.49-5 🚀

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

Copy link
Contributor

🚀 Deployed to production by https://github.com/arosiclair in version: 9.1.50-0 🚀

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

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

Successfully merging this pull request may close these issues.

8 participants