[HOLD for payment 2024-08-09] [$250] Remove checkboxes from table rows and implement selection mode on mobile devices

[shawnborton]

Now that we've successfully implemented selection mode for the Search page, we'd like to reuse this same UX for all table rows that can be found on mobile. In order to do this, we will want to remove the checkboxes from all mobile tables and implement the same long-press to enable selection mode.

Here's a running list of the tables we'd want to update on mobile:

• Workspace Editor
  • Members
  • Distance rates
  • Categories
  • Tags (including multi-levels of tags)
  • Taxes
  • Report fields
• Group chat (for the admin)
  • Members

Note that for #rooms, we first need to update the members list to look more like the table style found in Groups first, and then we should make this change. We can handle that separately.

cc @Expensify/design @trjExpensify - can you think of anymore places?

Also cc @filip-solecki in case you want to take this one as a follow up. Thanks!

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~01832a2280e70e929a
• Upwork Job ID: 1813142852772967992
• Last Price Increase: 2024-07-16

Issue Owner

Current Issue Owner: @trjExpensify

[filip-solecki]

Sure, I can take it!

[trjExpensify]

List looks good to me!

[shawnborton]

Awesome, thanks Filip!

[trjExpensify]

I'll assign and be the BZ on this one.

[melvin-bot]

Current assignee @trjExpensify is eligible for the NewFeature assigner, not assigning anyone new.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @shawnborton (NewFeature)

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~01832a2280e70e929a

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @ikevin127 (External)

[trjExpensify]

Added External to get a C+ assigned for the PR review, removed Help wanted as we don't need contributor proposals for this job. 👍

[melvin-bot]

@shawnborton, @trjExpensify, @ikevin127, @filip-solecki Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[trjExpensify]

Filip, you're still going to take this one right?

[filip-solecki]

Yes, I am going to work on this on Monday

[ikevin127]

Not overdue, we're currently on track with starting work on this new feature as per the comment above.

[melvin-bot]

Triggered auto assignment to @jasperhuangg, see https://stackoverflow.com/c/expensify/questions/7972 for more details.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.0.15-9 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Mobile Selection Mode #46096

If no regressions arise, payment will be issued on 2024-08-09. 🎊

For reference, here are some details about the assignees on this issue:

• @ikevin127 requires payment (Needs manual offer from BZ)
• @filip-solecki does not require payment (Contractor)

[melvin-bot]

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

• [@ikevin127] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
• [@trjExpensify] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

[ikevin127]

• [@ikevin127] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.

NewFeature

Regression Test Proposal

Note: This new feature is only visible / testable in narrow layout devices on the following platforms:

• iOS: mWeb
• iOS: Native
• Android: mWeb
• Android: Native

Tests

1. Workspace - Members

1. Log in to the app.
2. Go to existing Workspace or create a new one.
3. Go to Members (as an admin).
4. Add a few members if you are alone.
5. Long press on any member.
6. Choose "Select" .
7. Select and unselect options and test some bulk action.

2. Workspace Distance Rates

1. Log in to the app.
2. Go to existing Workspace or create a new one.
3. Go to Distance Rates (as an admin).
4. Enable Distance Rates in More features if not already enabled.
5. Add a few distance rates if there is only one rate.
6. Long press on any distance rate.
7. Choose "Select".
8. Select and unselect options and test some bulk action.

3. Workspace Categories

1. Log in to the app.
2. Go to existing Workspace or create a new one.
3. Go to Categories (as an admin).
4. Enable Categories in More features if not already enabled.
5. Long press on any category.
6. Choose "Select".
7. Select and unselect options and test some bulk action.

4. Workspace multi level Tags

1. Log in to OD.
2. Go to Workspace settings.
3. Go to Tags and enable it if not already enabled.
4. Enable People must tag expenses and Use multiple level of tags.
5. Import some multi level Tags (eg. this ).
6. Go to ND.
7. Go to the same Workspace and Tags page.
8. You should not be able to select any Tag on the main page.
9. Go to Tag details.
10. You will see Tags inside.
11. Long press on any tag.
12. Choose "Select".
13. Select and unselect options and test some bulk action.

5. Workspace single level Tags

1. Log in to the app.
2. Go to existing Workspace or create a new one.
3. Go to Tags (as an admin).
4. Enable Tags in More features if not already enabled.
5. Add a few Tags.
6. Long press on any tag.
7. Choose "Select".
8. Select and unselect options and test some bulk action.

6. Workspace Taxes

1. Log in to the app.
2. Go to existing Workspace or create a new one.
3. Go to Taxes (as an admin).
4. Enable Taxes in More features if not already enabled.
5. Add a few tax rates
6. Long press on any tax rate.
7. Choose "Select".
8. Select and unselect options and test some bulk action.

7. Workspace Report Fields

Precondition: Access to the Report Fields feature.

1. Log in to the app.
2. Go to existing Workspace or create a new one.
3. Go to Report Fields (as an admin).
4. Enable Report Fields in More features if not already enabled.
5. Add a few items.
6. Long press on any report field.
7. Chose "Select".
8. Select and unselect options and test some bulk action.

8. Workspace Report Fields - Add list type report

1. Log in to the app,
2. Go to existing Workspace or create a new one.
3. Go to Report Fields (as an admin).
4. Enable Report Fields in More features if not already enabled.
5. Click "Add field".
6. Fill required fields.
7. Choose "List" type.
8. Choose "List values" .
9. Add a few values.
10. Long press on any of the added values.
11. Choose "Select".
12. Select and unselect options and test some bulk action.

9. Group chat -> Members

1. Log in to the app.
2. Go to existing group chat (if you don't have any go to point 3 otherwise go to point 6).
3. Click + button.
4. Choose Start chat.
5. Add a few people to the chat.
6. Go to chat details.
7. Go to members.
8. Long press on any member.
9. Choose "Select".
10. Select and unselect options and test some bulk action.

10. Search

1. Log in to the app (use account with existing transactions or create a several new transactions).
2. Go to Search Tab (from bottom tab).
3. Long press any transaction.
4. Choose "Select" option.
5. Select and unselect options and do some bulk action.

Do we agree 👍 or 👎.

[rezkiy37]

There is a bug. Please take a look - #46096 (comment).

[jasperhuangg]

@rezkiy37 Thanks! That'll get handled in the fix PR #46698

[ikevin127]

cc @trjExpensify For payment, in case this fell off your radar.

Note: There were regressions with this one, so payment should be halved, @jasperhuangg to confirm!

[melvin-bot]

Payment Summary

Upwork Job

• ROLE: @ikevin127 paid $(AMOUNT) via Upwork (LINK)
• Contributor: @filip-solecki is from an agency-contributor and not due payment

BugZero Checklist (@trjExpensify)

• I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants/1813142852772967992/hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[trjExpensify]

Yep! Payment summary as follows:

• $125 to @ikevin127 for the C+ review

Regression tests for the Search project will be handled centrally. Offer sent.

[ikevin127]

@trjExpensify Offer accepted, thank you!

[trjExpensify]

Paid, closing!