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advanced filters category #46197

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289Adam289
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@289Adam289 289Adam289 commented Jul 25, 2024

Details

This PR adds page for category filter

Fixed Issues

$#46038
PROPOSAL:

Tests

  • visit route /search/filters

  • test category filter and whether navigation behaves correctly

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Same steps as Tests

  • 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 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 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
      • 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 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.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 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.
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  • 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.

Screenshots/Videos

Android: Native
android.mov
Android: mWeb Chrome
android_web.mov
iOS: Native
ios.mov
iOS: mWeb Safari
ios_web.mov
MacOS: Chrome / Safari
web.mov
MacOS: Desktop
desktop.mov

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github-actions bot commented Jul 25, 2024

CLA Assistant Lite bot All contributors have signed the CLA ✍️ ✅

@289Adam289 289Adam289 changed the title 289 adam289/46038 advanced filters category advanced filters category Jul 25, 2024
@luacmartins luacmartins self-requested a review July 25, 2024 14:30
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I have read the CLA Document and I hereby sign the CLA

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@Kicu Kicu left a comment

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The code looks ok, there are some changes on the Category page itself that you will have to do.
Also called @luacmartins and @blazejkustra for some help :)

Please be advised that this is a draft and is blocked by my PR: #46022 (should be ready on Monday I hope)

src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
newCategories = activeItems?.filter((category) => category !== item.value);
} else {
newCategories = [...(activeItems ?? []), item.value];
}
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@luacmartins we need some help with deciding what kind of input UI to use for selection of multiple values.
Also how should it behave?
A. user selects multiple values and has to click some kind of green Save button update filters - just like on dates
B. user selects multiple values and on every click we update the form data, so that when there is no Save button

@289Adam289 can you please drop 1-2 screenshots in this thread so show how the picker looks right now?

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image
image

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@luacmartins luacmartins Jul 26, 2024

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Option A is my preference. cc @Expensify/design for input.

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Option A is my preference as well. Would it make sense to use our multi-select list pattern here instead of making what is usually a single-select list multi-select? Let me know if that doesn't make sense haha. Example of the multi-select list:
CleanShot 2024-07-26 at 10 44 00@2x

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Yup, big time agree with Danny there that we should use the checkbox pattern we have.

@289Adam289 289Adam289 marked this pull request as ready for review July 30, 2024 14:48
@289Adam289 289Adam289 requested a review from a team as a code owner July 30, 2024 14:48
@melvin-bot melvin-bot bot removed the request for review from a team July 30, 2024 14:48
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melvin-bot bot commented Jul 30, 2024

@ikevin127 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]

@melvin-bot melvin-bot bot requested a review from ikevin127 July 30, 2024 14:48
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289Adam289 commented Jul 30, 2024

@luacmartins hi! It's ready for review

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luacmartins commented Jul 30, 2024

@289Adam289 TS and performance checks are failing

src/libs/SearchUtils.ts Outdated Show resolved Hide resolved
src/pages/Search/AdvancedSearchFilters.tsx Outdated Show resolved Hide resolved
src/pages/Search/SearchFiltersCategoryPage.tsx Outdated Show resolved Hide resolved
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LGTM

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All yours @ikevin127

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ikevin127 commented Jul 31, 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)
    • 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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    • 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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  • 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
android.webm
Android: mWeb Chrome
android-mweb.webm
iOS: Native
ios.mp4
iOS: mWeb Safari
ios-mweb.mp4
MacOS: Chrome / Safari
web.mov
MacOS: Desktop
desktop.mov

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Code and UI wise this is on point 🚀

The only thing that I found to be off with the functionality is that once applied e.g. the Car filter does not seem to change anything in the search Expenses list compared to before applying the filter.

For example the reviewer checklist Web video:

MacOS: Chrome / Safari
web.mov

@luacmartins @289Adam289 If this is expected for now, and will be fixed to actually work once all filter categories are implemented then we're good to go here 🟢, but if this is supposed to work differently than in the video shown above then I think it should be fixed here before merging.

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The only thing that I found to be off with the functionality is that once applied e.g. the Car filter does not seem to change anything in the search Expenses list compared to before applying the filter.
@luacmartins @289Adam289 If this is expected for now, and will be fixed to actually work once all filter categories are implemented then we're good to go here 🟢, but if this is supposed to work differently than in the video shown above then I think it should be fixed here before merging.

+1 to that, but otherwise from a visual perspective, this is looking good 👍

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That is expected for now until this PR gets merged

@luacmartins luacmartins requested a review from Kicu August 1, 2024 04:54
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LGTM!

@luacmartins luacmartins merged commit d69b203 into Expensify:main Aug 1, 2024
15 of 16 checks passed
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OSBotify commented Aug 1, 2024

✋ 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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OSBotify commented Aug 2, 2024

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.0.16-0 🚀

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

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OSBotify commented Aug 6, 2024

🚀 Deployed to production by https://github.com/marcaaron in version: 9.0.16-8 🚀

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

@@ -36,6 +36,11 @@ function getFilterDisplayTitle(filters: Partial<SearchAdvancedFiltersForm>, fiel
return dateValue;
}

if (fieldName === CONST.SEARCH.SYNTAX_FILTER_KEYS.CATEGORY && filters[fieldName]) {
const categories = filters[fieldName] ?? [];
return categories.join(', ');
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You did not sort the categories before showing which caused #48496

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