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[Search] Add From & To advanced filters #46962

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Kicu
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@Kicu Kicu commented Aug 7, 2024

Details

  • Implements From and To filters, which should behave similarly to existing participants/users selector (similar to for example MoneyRequestParticipantsSelector)
  • we are saving accountIDs for both filters and sending them as part of AST query
  • in future we might want to slightly differ options inside From and To filters, but for now they behave the same, which was agreed upon with @luacmartins

Two caveats:

  • the api is not working correctly yet, which means we get constant loading screen when these filters are set - please don't treat it as bug, backend will fix
  • on the SearchResults page we display the query to the user and for now we will show just ids: from:<id>,<id2> to:<id>. This looks bad but is a more general issue, and I suggest this is solved in a separate PR where we agree what we want to show to the user. Related discussion about other filters here: Add keyword advanced filter for Search #46799 (comment)
    Screenshot 2024-08-08 at 14 46 34

Fixed Issues

$ #46035
PROPOSAL:

Tests

  • go to /search/filters
  • click on From filter and test selecting some users
  • click on To filter and test selecting some users
  • see that after clicking View Results the correct query is set in browser URL and correct Network request payload is sent; API might not return correct data yet

Offline tests

QA Steps

  • go to /search/filters
  • click on From filter and test selecting some users
  • click on To filter and test selecting some users
  • see that after clicking View Results data is correctly filtered

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
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  • 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
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Screenshots/Videos

Android: Native
rec-andr-participant-filter.mp4
Android: mWeb Chrome
rec-webandr-filters.mp4
iOS: Native
rec-ios-participant-filter.mp4
iOS: mWeb Safari
rec-webios-filters.mp4
MacOS: Chrome / Safari
rec-web-participant-filter.mp4
MacOS: Desktop

@Kicu
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Kicu commented Aug 7, 2024

@luacmartins Please take a look at the code of SearchFiltersParticipantsSelector. I have mostly based this on MoneyRequestParticipantsSelector but the code there is quite complex so I only copied pieces of it.
The flow is moreless:

  1. get personalDetails from usePersonalDetails
  2. get options from useOptionsList
  3. transform the data options -> OptionsListUtils.getFilteredOptions -> OptionsListUtils.filterOptions -> OptionsListUtils.formatSectionsFromSearchTerm
    I kinda implemented this via trial&error.

If you search for InviteMemberListItem you will see that there are 6 other places where such a list is displayed and each sections generation is slightly different:
Screenshot 2024-08-07 at 14 21 47

☝️ not sure which one is the closest to ours.

Questions:

  1. does my code make sense? are all the formatting functions needed?
  2. my code right now will NOT do any api search calls like money request selector - should I add it?
  3. Is saving accountID correct? and is the displaying of chosen values also correct? (If yes then I will modify the thing that displays query to the user so that it also displays the names instead of ids

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I think what you have here is a great start. I think the from options could be simplified to only users, so no reports, etc. That being said, we can start with the same logic for both filters to get this one out and then adjust later.

The to option should be the same as we have in MoneyRequestParticipantsSelector, which is what you implemented here. The only thing that we could leave out is the Recents and Contacts section, but I think that'd be more work so let's go with what you have here. I left a suggestion for the options though, so we exclude/include a few more options.

Everything else looks good. One thing that I noticed is that the backend filter will not work with reportIDs right now, so I'll need to update it to handle those as well.

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  1. does my code make sense? are all the formatting functions needed?

Answered above, but yes these options should mirror what we have in MoneyRequestParticipantsSelector

  1. my code right now will NOT do any api search calls like money request selector - should I add it?

I think we can keep the same logic we have in MoneyRequestParticipantsSelector, so:

...

const [isSearchingForReports] = useOnyx(ONYXKEYS.IS_SEARCHING_FOR_REPORTS, {initWithStoredValues: false});

...

 useEffect(() => {
        Report.searchInServer(debouncedSearchTerm.trim());
    }, [debouncedSearchTerm]);

...

isLoadingNewOptions={!!isSearchingForReports}
  1. Is saving accountID correct? and is the displaying of chosen values also correct? (If yes then I will modify the thing that displays query to the user so that it also displays the names instead of ids

Yea, this looked correct to me when I tested this PR.

@Kicu Kicu force-pushed the kicu/46035-from-to-filters branch from 2143b5b to 8f5be97 Compare August 8, 2024 08:59
@Kicu Kicu marked this pull request as ready for review August 8, 2024 12:43
@Kicu Kicu requested a review from a team as a code owner August 8, 2024 12:43
@melvin-bot melvin-bot bot requested review from rayane-djouah and removed request for a team August 8, 2024 12:43
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@rayane-djouah 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]

@luacmartins luacmartins self-requested a review August 8, 2024 13:33
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@Kicu - We have merge conflicts, Could you please merge main?

src/libs/SearchUtils.ts Outdated Show resolved Hide resolved
src/types/form/SearchAdvancedFiltersForm.ts Outdated Show resolved Hide resolved
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rayane-djouah commented Aug 9, 2024

Bug 1: We're handling persons in "From" and "To" filters but we're not correctly handling workspaces:

Screen.Recording.2024-08-09.at.7.29.02.AM.mov

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rayane-djouah commented Aug 9, 2024

Hmm, If we set a "To" account id filter, backend is returning expenses submitted to the user or to a policy in which the user is manager of the report. is this expected @luacmartins?

Screen.Recording.2024-08-09.at.7.34.17.AM.mov

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rayane-djouah commented Aug 9, 2024

Bug 2: If I search for my account in "From" or "To" filters participant selector I only get my workspaces and can't select my account as a value:

Screenshot 2024-08-09 at 7 52 56 AM

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Kicu commented Aug 9, 2024

conflicts with main are solved, I will be looking at review comments soon

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Bug 1: We're handling persons in "From" and "To" filters but we're not correctly handling workspaces:

This bug is also partly on the backend, so I'll need to fix that in the API too.

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Hmm, If we set a "To" account id filter, backend is returning expenses submitted to the user or to a policy in which the user is manager of the report. is this expected @luacmartins?

Yea, I think this is expected for now. I'm not sure if we have a way to tell them apart since the ultimate person that expense was submitted to is also the selected user.

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Kicu commented Aug 9, 2024

@luacmartins for Bug 1 what id should be sent for workspace selection? should the list of ids saved in filter be a mix of accountID for people and policyID/reportID for workspaces?
Btw we also have a dedicated reportID filter (at least according to design doc) so how will these two coexist?

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Great questions! I'm trying to figure that out too haha

@trjExpensify @JmillsExpensify what is the expected behavior when users select a workspace on the from/to filter? Do we lookup the admin accountIDs for that workspace and include all admins when searching?

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Kicu commented Aug 9, 2024

I implemented most of the stuff, but still waiting on decision for Bug 1 whether to allow reports and what id to save.

As for Bug 1 it is solved but in a tricky way.
I looked at what function calls are made in NewChat page, because in there you can pick yourself. I noticed in there we set maxRecentReportsToShow: 0, which actually allows for all recentReports. The option representing own user is within these recentReports. So I did the same for Filters and now it seems to work.
In many other Pickers you can't select yourself, so I don't know whether there is a better solution to this problem or not.

Screenshot 2024-08-09 at 12 52 39

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I looked at what function calls are made in NewChat page, because in there you can pick yourself. I noticed in there we set maxRecentReportsToShow: 0, which actually allows for all recentReports. The option representing own user is within these recentReports. So I did the same for Filters and now it seems to work.

That seems like a workaround haha I spent some time trying to figure out where we filter the current user out, but got lost in the complex logic. Ideally we find out where we're filtering the current user out and add an option to not do so.

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@Kicu so interesting development. The from and to filters should include only individuals, no reports or workspace chats. As part of a separate issue, we'll also be updating the table to show To as the manager of the report, instead of the policy, like we do today (see image below):

Screenshot 2024-08-09 at 5 10 45 PM

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rayane-djouah commented Aug 13, 2024

Will re-review shortly

ios/tmp.xcconfig Outdated Show resolved Hide resolved
}}
onSelectRow={handleParticipantSelection}
isLoadingNewOptions={!!isSearchingForReports}
/>
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We are not displaying "No results" header message when there are no results, we need to add a logic for noResultsFound like we're doing in SearchMultipleSelectionPicker for example

Suggested change
/>
headerMessage={noResultsFound ? translate('common.noResultsFound') : undefined}
/>
Screenshot 2024-08-13 at 12 37 08 PM

Comment on lines +116 to +126
newSections.push({
title: '',
data: chatOptions.recentReports,
shouldShow: chatOptions.recentReports.length > 0,
});

newSections.push({
title: '',
data: chatOptions.personalDetails,
shouldShow: chatOptions.personalDetails.length > 0,
});
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There is a delay between displaying the personalDetails options and the recentReports options. However, I’m wondering if we even need to include the recentReports options at all. Shouldn’t we display the personalDetails options along with the currentUserOption only?

Screen.Recording.2024-08-13.at.12.36.40.PM.mov

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It totally made sense to me, but it turns out that a lot of the search options is actually coming from recentReports :/ I don't fully understand how this whole feature of searching works.
I tried removing recent searches in this commit: 68969fe

and the result is that you cannot find almost any option. It seems that most (if not all) results of searching for users is actually stored inside chatOptions.recentReports and not chatOptions.personalDetails.

I will bring recent reports back in a separate comment. Feel free to test this yourself by removing/adding the recentReports section.
How this works is quite confusing 😕

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This is wild 🤯 I'm also not sure why that'd be the case, but it seems like we need to keep recentReports for now.

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Kicu commented Aug 13, 2024

fixed wrong name, fixed "no results" header message missing, and removed recent reports.
Screenshot 2024-08-13 at 16 24 29

@rayane-djouah
About the slow loading, I don't know what else we can do. I have removed recents (which I think is a good idea).
Still we get part of results loaded immediately and then part of them gets delayed. However you can see in my video that this is not because of logic of passing options to list, but rather I think because of the List rendering itself.

In the video below I'm logging length of options passed to the component. This is logged in rendering SearchParticipantsSelector. You can see that at first we pass 0 options, then we pass all the options. There is no inbetween value, but the loading gets delayed anyways.
Feels like a problem inside SelectionList maybe 🤔

rec-web-userlist.mp4

setSearchTerm(value);
}}
onSelectRow={handleParticipantSelection}
isLoadingNewOptions={!!isSearchingForReports}
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I think that displaying this screen with a loading screen until we have all the data and pre-select options is a good idea. we are doing this in other selection lists like MoneyRequestParticipantsSelector

Suggested change
isLoadingNewOptions={!!isSearchingForReports}
isLoadingNewOptions={!!isSearchingForReports}
showLoadingPlaceholder={!didScreenTransitionEnd || !areOptionsInitialized || !initialAccountIDs || !personalDetails}

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I agree. We can show the loading skeleton until the list is fully loaded, like we do for the start chat list

Screen.Recording.2024-08-13.at.10.25.19.AM.mov

Comment on lines 182 to 183
const noResultsFound = chatOptions.personalDetails.length === 0 && chatOptions.recentReports.length === 0 && !chatOptions.currentUserOption;
const headerMessage = noResultsFound ? translate('common.noResultsFound') : undefined;
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Suggested change
const noResultsFound = chatOptions.personalDetails.length === 0 && chatOptions.recentReports.length === 0 && !chatOptions.currentUserOption;
const headerMessage = noResultsFound ? translate('common.noResultsFound') : undefined;

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Nice, seems like we're really close to getting this merged!

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Looking good. Left a small suggestion

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Kicu commented Aug 14, 2024

Please re-review @rayane-djouah @luacmartins
Im busy today with something, but wanted to finalise this PR (but also rushed this a bit). Also I'm OOO and back on Monday, so would be best to merge this today if possible 🙏

I hope I implemented all the suggestions.
List loading feels smooth right now.

rec-web-filters-loading.mp4

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Reviewer Checklist

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    • Android: Native
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Screenshots/Videos

Android: Native
Screen.Recording.2024-08-14.at.3.06.16.PM.mov
Android: mWeb Chrome
Screen.Recording.2024-08-14.at.3.02.18.PM.mov
iOS: Native
Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-08-14.at.15.09.46.mp4
iOS: mWeb Safari
Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-08-14.at.14.56.38.mp4
MacOS: Chrome / Safari
Screen.Recording.2024-08-14.at.2.49.25.PM.mov
MacOS: Desktop
Screen.Recording.2024-08-14.at.3.01.17.PM.mov

@melvin-bot melvin-bot bot requested a review from luacmartins August 14, 2024 14:12
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I've found a bug reproducible on all the filters pages: the Save button is hidden behind the keyboard on mWeb Safari (you need to dismiss the keyboard to click on the save button):

Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-08-14.at.14.59.08.mp4

Do you prefer to address this separately?

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luacmartins commented Aug 14, 2024

I've found a bug reproducible on all the filters pages: the Save button is hidden behind the keyboard on mWeb Safari (you need to dismiss the keyboard to click on the save button):

Yea, let's fix that in a follow up. cc @SzymczakJ @Guccio163 since you're working on the next filters.

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LGTM!

@luacmartins luacmartins merged commit 04d0b1b into Expensify:main Aug 14, 2024
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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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🚀 Deployed to staging by https://github.com/luacmartins in version: 9.0.21-0 🚀

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

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Hi @luacmartins @Kicu, We have a tiny problem here that we can work on as a follow-up: #47537. I will assign the GH to you guys. Thanks.

@luacmartins
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Thanks for the ping! We'll work on a fix.

@OSBotify
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🚀 Deployed to production by https://github.com/Beamanator in version: 9.0.21-4 🚀

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

@OSBotify
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🚀 Deployed to production by https://github.com/Beamanator in version: 9.0.21-4 🚀

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

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9 participants