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show recents in participants page based on action type #35431

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rojiphil
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@rojiphil rojiphil commented Jan 30, 2024

@eVoloshchak @mountiny

Details

Currently, the recent list on the participants’ page displays the participant details of the most recently changed reports at the top. This PR, now, shows the participant details of the most recently changed reports at the top only when they were involved in the action for which these reports are shown. For example, when user A generates a scan receipt money request in a 1:1 DM for User B, the recent list shows participant B in the recent list since the 1:1 DM chat report has a recent history of a scan money receipt.

How do we do this?

  1. For Money Request action types:
    We have three types of money requests i.e. manual, scan, and distance which are the three types of action for money requests. These actions are initiated by the user via the tab selection. Further, for manual and scan money requests, the user can additionally trigger a fourth action i.e. split action by clicking on the split button on the participants’ page.
    For identifying the reports based on these four types the action, we rely on the transactions available locally in Onyx as follows:
    Split: When the comment source is set to split within a transaction.
    Scan: When there is a valid receipt within a transaction
    Distance: When the transaction contains a customUnit type and custom unit name as Distance
    Manual: None of the above
    For transactions of a given action type, we identify their respective chat reports i.e. 1:1 DM Chat Repot or Workspace Chat Report via the money request report. The most recent of these chat reports will be displayed.

  2. For Task action type:
    During task creation, we display the participants’ page during the assignment of the task. This is what makes the task action type.
    Here, we identify the parent chat report of all tasks available within Onyx. The most recent of these chat reports are displayed in the recent list.

Note

  1. Since we depend on transactions and task reports to find the most recent chat reports, it is possible that we do not find the most recent chat report just because the dependant transactions and task reports are not available locally in Onyx even though the chat report is locally available. This scenario occurs when the remote user generates a transaction/task that is not yet accessed locally by the local user or during a fresh sign-in. Further, it may be possible that the transaction/task report and the parent chat report are locally present but the intermediate reports are not present locally. Such chat reports will be missing from the recent list as they could not be traced back from the transaction/task report.
    Conclusion: Currently, we will use when its available as there is some BE planning that is pending as mentioned here

  2. After creation of a new task/money request, if we quickly come back to check if the participants page has been updated, we may not see the change immediately. However, this is only observed for a short period. It looks like the API response/pusher updates will later populate the reports with the newly created report and the assignee participants page will show the updated participants. So, if this behavior is observed, please give few moments and come back again to verify. The comment here also shares a video that demonstrates this behavior.

Fixed Issues

$ #34227
PROPOSAL: #34227 (comment)

Tests

Precondition: For Money Requests, ensure that all previous money requests are paid.

Test 1: Task Creation

  1. User A shares task with User B in 1:1 Chat Report.
  2. Click Global FAB -> Assign Task
  3. Enter task title and click Next
  4. Click on Assignee to open participants page
  5. Verify that recent list shows User B as the first one

Test 2: Manual Money Request

  1. User A generates a Manual money request for User B in 1:1 Chat Report
  2. Click Global FAB -> Request Money -> Manual tab
  3. Enter amount
  4. Click Next to launch Participants’ page
  5. Verify that recent list shows User B as the first one

Test 3: Split Money Request

  1. User A generates a Split money request with User B in 1:1 Chat Report
  2. Click Global FAB -> Request Money -> Manual tab
  3. Enter amount
  4. Click Next to launch Participants’ page
  5. Click Split on one of the participant (Note: Do not select User B).
  6. Verify that recent list shows User B as the first one

Test 4: Scan Receipt Money Request

  1. User A generates a Scan receipt money request for User D in 1:1 Chat Report
  2. Click Global FAB -> Request Money -> Scan tab
  3. Choose a receipt file to launch the Participants’ page
  4. Verify that recent list shows User D as the first one

Test 5: Distance Money Request

  1. User A generates a Distance money request in Workspace X
  2. Click Global FAB -> Request Money -> Distance tab
  3. Select a start and finish waypoints
  4. Click Next to launch the Participants’ page
  5. Verify that recent list shows Workspace X as the first one

Test 6: Add Comment to a Chat Report that has a previous manual money request

  1. User A adds a new comment for User B in 1:1 Chat Report (Note: User B already has a previous manual money request)
  2. Click Global FAB -> Request Money -> Manual tab
  3. Enter amount
  4. Click Next to launch Participants’ page
  5. Verify that recent list shows User B as the first one

Test 7: Test for default recent list
Precondition: Have split requests with few participants in User A’s account

  1. SignIn as User A.
  2. Click Global FAB -> Request Money -> Manual tab
  3. Enter amount and click Next to launch Participants’ page
  4. Click Split on all the participants.
  5. Verify that recent list shows the default list as shown before the implementation of this feature.

Note: All the above 7 tests can be performed by initiating a money request/task creation from remote user. However, the only thing to take care of is that the local user should open the respective transaction/task.

  • Verify that no errors appear in the JS console

Offline tests

Same as the Steps in Tests Section.

QA Steps

Same as the Steps in Tests Section.

Notes

  1. Please refer the notes section in PR description for exceptions.
  2. While testing money request steps, if there is an existing Report Preview due to open money requests, the Report Preview timestamp does not update. Because of this, adding a new money request when there are previous open money requests will not bring this report in the top of the recent list. So, for testing this PR, please ensure that there are no previous open money requests. This means that all the previous money requests must be paid.
  • 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 / Chrome
    • iOS / native
    • iOS / 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 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)
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    • 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.
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      • If any non-english text was added/modified, I verified the translation was requested/reviewed 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 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)
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  • 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
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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 */
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    • The only data being stored in the state is data necessary for rendering and nothing else
    • If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
      • 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)
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    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG))
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  • 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 author checklist, including those that don't apply to this PR.

Screenshots/Videos

Web - Safari
Test 1: Task Creation
34227-web-safari-task.mp4
Test 2: Manual Money Request
34227-web-safari-manual.mp4
Test 3: Split Money Request
34227-web-safari-split.mp4
Test 4: Scan Receipt Money Request
34227-web-safari-scan.mp4
Test 5: Distance Money Request
34227-web-safari-distance.mp4
Test 6: Add Comment to a Chat Report that has a previous manual money request
34227-web-safari-comment.mp4
Test 7: Test for default recent list
34227-web-safari-default.mp4
Mobile Web - Safari
Test 1: Task Creation
34227-mweb-safari-T01.mp4
Test 2: Manual Money Request
34227-mweb-safari-T02.mp4
Test 3: Split Money Request
34227-mweb-safari-T03.mp4
Test 4: Scan Receipt Money Request
34227-mweb-safari-T04.mp4
Test 5: Distance Money Request
34227-mweb-safari-T05.mp4
Test 6: Add Comment to a Chat Report that has a previous manual money request
34227-mweb-safari-T06.mp4
Test 7: Test for default recent list
34227-mweb-safari-T07.mp4
Desktop
Test 1: Task Creation
34227-desktop-T01.mp4
Test 2: Manual Money Request
34227-desktop-T02.mp4
Test 3: Split Money Request
34227-desktop-T03.mp4
Test 4: Scan Receipt Money Request
34227-desktop-T04.mp4
Test 5: Distance Money Request
34227-desktop-T05.mp4
Test 6: Add Comment to a Chat Report that has a previous manual money request
34227-desktop-T06.mp4
Test 7: Test for default recent list
34227-desktop-T07.mp4
iOS
Test 1: Task Creation
34277-ios-native-T01.mp4
Test 2: Manual Money Request
34227-ios-native-T02.mp4
Test 3: Split Money Request
34277-ios-native-T03.mp4
Test 4: Scan Receipt Money Request
34227-ios-native-T04.mp4
Test 5: Distance Money Request
34227-ios-native-T05.mp4
Test 6: Add Comment to a Chat Report that has a previous manual money request
34227-desktop-T06.mp4
Test 7: Test for default recent list
34227-ios-native-T07.mp4
Android
Test 1: Task Creation
34227-android-native-T01.mp4
Test 2: Manual Money Request
34227-android-native-T02.mp4
Test 3: Split Money Request
34227-android-native-T03.mp4
Test 4: Scan Receipt Money Request
34227-android-native-T04.mp4
Test 5: Distance Money Request
34227-android-native-T05.mp4
Test 6: Add Comment to a Chat Report that has a previous manual money request
34227-android-native-T06.mp4
Test 7: Test for default recent list
34227-android-native-T07.mp4
Mobile Web - Chrome
Test 1: Task Creation
34227-mweb-chrome-T01.mp4
Test 2: Manual Money Request
34227-mweb-chrome-T02.mp4
Test 3: Split Money Request
34227-mweb-chrome-T03.mp4
Test 4: Scan Receipt Money Request
34227-mweb-chrome-T04.mp4
Test 5: Distance Money Request
34227-mweb-chrome-T05.mp4
Test 6: Add Comment to a Chat Report that has a previous manual money request
34227-mweb-chrome-T06.mp4
Test 7: Test for default recent list
34227-mweb-chrome-T07.mp4

@mountiny
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thanks! thats your eta to get this ready for a review?

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rojiphil commented Feb 1, 2024

@eVoloshchak @mountiny

The PR is ready for review.

I have documented the implementation details in Details section of the checklist.
Also, I have tested with web safari environment and works well too.

Post review, I will complete testing for the remaining environments too.

Thanks for your patience.

@rojiphil rojiphil marked this pull request as ready for review February 1, 2024 17:38
@rojiphil rojiphil requested a review from a team as a code owner February 1, 2024 17:38
@melvin-bot melvin-bot bot requested review from eVoloshchak and removed request for a team February 1, 2024 17:38
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melvin-bot bot commented Feb 1, 2024

@eVoloshchak 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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eVoloshchak commented Feb 1, 2024

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)
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    • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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
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  • 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)
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  • 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
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
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    • 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
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    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
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  • 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)
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

@@ -99,6 +99,7 @@ type GetOptionsConfig = {
includePolicyTaxRates?: boolean;
policyTaxRates?: PolicyTaxRateWithDefault;
transactionViolations?: OnyxCollection<TransactionViolation[]>;
actionTypeForParticipants?: string;
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type ActionType = ValueOf<typeof CONST.REPORT.TYPE | typeof CONST.IOU.TYPE | typeof CONST.IOU.REQUEST_TYPE>;

Suggested change
actionTypeForParticipants?: string;
actionTypeForParticipants?: ActionType;

src/libs/OptionsListUtils.ts Show resolved Hide resolved
Object.values(allTransactions ?? {})
.filter(
(transaction): transaction is Transaction =>
transaction != null && (actionType === CONST.IOU.TYPE.SPLIT ? isSplitRequest(transaction) : getRequestType(transaction) === actionType),
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This is a little bit hard to read, I think a helper method (something like getTransactionActionType, essentially a combination of isSplitRequest and getRequestType) would be useful here

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Bug:

  1. Click Global FAB -> Request Money -> Manual tab
  2. Enter an amount
  3. Click Next, select a user (userA) from the Participants list
  4. Click Request
  5. Click Global FAB -> Request Money -> Manual tab
  6. Enter an amount, click Next
  7. Verify that recents list shows userAas the first one
  8. Click Global FAB -> Request Money -> Scan tab
  9. Upload a receipt file
  10. Select a different user (userB) from the Participants list
  11. Click Request
  12. Click Global FAB -> Request Money -> Manual tab
  13. Enter an amount, click Next
  14. The first user in recents list is userB, while it should be userA, since this is a manual tab
Screen.Recording.2024-02-01.at.20.45.46.mov

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@rojiphil yeah that is what we are looking for, however I agree that to properly capture the impact we might need more complex scenario here.

Can you please resolve the conflicts and retest?

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mountiny commented Apr 3, 2024

@rojiphil more conflicts

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rojiphil commented Apr 8, 2024

Can you please resolve the conflicts and retest?

Resolved the conflicts and retested too. It needed minor fixes but the core logic remains the same. The reassure performance tests also passed well. LGTM.

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@rojiphil, Test 1: Task Creation is failing for me

Screen.Recording.2024-04-08.at.19.22.16.mov

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rojiphil commented Apr 8, 2024

Test 1: Task Creation is failing for me

@eVoloshchak That’s an interesting observation. I was not able to get this problem as I was not that quick in coming back to the task creation to check if the assignee participants page is updated. For some weird reason, here it looks like the reports do not immediately include the newly created task report which is why the assignee participants page is not updated. However, this is only observed for a short period of time. It may be that the API response/pusher updates will later populate the reports with the newly created report and the assignee participants page will show the updated participants. Although I think we should fix this I also think this falls outside the scope of our current work here. Also, as it is momentary in nature it may also qualify as a super-edge case. Anyway, I am making a note of this in the PR description. Does this make sense?

34227-delayed-update.mp4

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It may be that the API response/pusher updates will later populate the reports with the newly created report and the assignee participants page will show the updated participants. Although I think we should fix this I also think this falls outside the scope of our current work here. Also, as it is momentary in nature it may also qualify as a super-edge case

Can confirm it does work after some time (or a page refresh).
My main concern is that also means this feature won't work while offline, since we need to wait for the API response
How hard would it be to use pending actions in addition to recent actions to fix this?
On a side note, could you merge main please?

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My main concern is that also means this feature won't work while offline, since we need to wait for the API response
How hard would it be to use pending actions in addition to recent actions to fix this?

@rojiphil, gentle bump on this question

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My main concern is that also means this feature won't work while offline, since we need to wait for the API response
How hard would it be to use pending actions in addition to recent actions to fix this?

I am not quite sure how pending actions would help here. Anyway, I will analyze this in more detail and share an update in a day or two.

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It looks like the option list is not getting updated for the intermediate reports and gets updated only for the last updated report when there are multiple reports updated at the same time. In our use case here, we update two reports at the same time i.e. Assignee Report and Parent Report. The attached screenshot for logs how the assignee report does not get considered for option list updation but the parent report does here. We consider only the lastUpdatedReport here. This is the reason for the problem mentioned here. To be able to consistently reproduce the problem, we can test this in offline scenarios. A recent PR here for caching search options introduced these changes.

@eVoloshchak Can you please confirm if you share a similar understanding here?

Screenshot 2024-04-18 at 4 45 15 PM

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It looks like the option list is not getting updated for the intermediate reports and gets updated only for the last updated report when there are multiple reports updated at the same time. In our use case here, we update two reports at the same time i.e. Assignee Report and Parent Report. The attached screenshot for logs how the assignee report does not get considered for option list updation but the parent report does here. We consider only the lastUpdatedReport here. This is the reason for the problem mentioned #35431 (comment).

@rojiphil, thank you for the thorough explanation!
It is my understanding that we don't need a lastUpdatedReport variable, is that correct?

It looks like the option list is not getting updated for the intermediate reports and gets updated only for the last updated report when there are multiple reports updated at the same time. In our use case here, we update two reports at the same time i.e. Assignee Report and Parent Report.

This is the actual bug we need to fix. Was it introduced by #38207?

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rojiphil commented Apr 27, 2024

It is my understanding that we don't need a lastUpdatedReport variable, is that correct?

This is the actual bug we need to fix. Was it introduced by #38207?

@eVoloshchak Yes. That's correct. The performance improvement via caching search options caused this. The lastUpdatedReport variable was also introduced as part of this.

@rojiphil rojiphil closed this Aug 24, 2024
@rojiphil rojiphil deleted the 34227-feature-show-recents-based-on-action-type branch August 24, 2024 17:46
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4 participants