Stop displaying some advanced filters when they have no data by Kicu · Pull Request #52102 · Expensify/App

Kicu · 2024-11-06T11:38:32Z

Explanation of Change

This PR adds logic to hide Category, Tag and Tax rate search filters if there is no data corresponding to specific filter.
Also added very small code tweaks and renames.

Fixed Issues

$ #50564
PROPOSAL:

Tests

Open Search and open Advanced filters RHP
verify that there is no tag filter displayed if user has no tags
verify that there is no category filter displayed if user has no categories
verify that there is no tax filter displayed if user has no taxes

Offline tests

QA Steps

Open Search and open Advanced filters RHP
verify that there is no tag filter displayed if user has no tags
verify that there is no category filter displayed if user has no categories
verify that there is no tax filter displayed if user has no taxes

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

rec-filters-web.mov

MacOS: Desktop

Kicu · 2024-11-06T16:12:46Z

@luacmartins I need some advice here.
The code is written in the most (IMO) straightforward way. That is - if you have no data for category/tag/tax then don't show the filter.

However the original issue mentions something else: that if you do not have any policy selected, then you still get categories.
However I tested today and if you create a fresh account on new dot, then indeed you do get some general categories set in your onyx even if you have no policy. How should I handle that? I'm not sure how to discern between "general categories" that we should ignore, and "normal" categories that you could choose?

freshly created account

melvin-bot · 2024-11-06T16:13:02Z

@fedirjh 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 · 2024-11-06T18:15:01Z

@Kicu I think we can exclude those by comparing the policy type. Those default categories should belong to a policy with type = personal. So filtering on the policy type might help.

luacmartins

Looks good. We just need to address the personal policy categories now.

Kicu · 2024-11-07T11:30:05Z

Thanks for your explanation @luacmartins the PR is updated according to your suggestion and is ready for review

Category filter no longer shown even though there are categories for policy (personal)

luacmartins

LGTM

luacmartins · 2024-11-07T17:44:06Z

@fedirjh all yours. Please prioritize this review!

fedirjh · 2024-11-08T09:06:13Z

Reviewer Checklist

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Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

fedirjh · 2024-11-08T09:20:31Z

verify that there is no category filter displayed if user has no categories

@Kicu When I disable the categories in the policy . I still still see the filter in Search, is that expected ?

CleanShot.2024-11-08.at.10.15.57.mp4

fedirjh · 2024-11-08T10:34:23Z

@Kicu When I disable the categories in the policy . I still still see the filter in Search, is that expected ?

This happens for tags and taxes as well.

289Adam289 · 2024-11-08T12:06:27Z

Hi! I'am Adam from SWM and I have worked recently on Search v2. @Kicu is currently OOO but I can answer some questions. I believe the observed behavior is as expected. Search retrieves data for display from Onyx, thus we have no way of knowing whether expenses tagged with disabled tags exist. This is why I think we should allow users to search using these tags (or categories or tax rates). Alternatively, we can adjust the logic to receive information from the BE about the existence of such expenses.

fedirjh

I believe the observed behavior is as expected. Search retrieves data for display from Onyx, thus we have no way of knowing whether expenses tagged with disabled tags exist. This is why I think we should allow users to search using these tags (or categories or tax rates).

That make sense. @luacmartins What do you think about that?

luacmartins · 2024-11-08T15:25:31Z

Yea, I agree.

OSBotify · 2024-11-08T15:37:26Z

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

github-actions · 2024-11-11T18:40:20Z

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.0.60-0 🚀

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

IuliiaHerets · 2024-11-12T09:24:06Z

This PR is failing because of issues #52361 and #52362

MonilBhavsar · 2024-11-12T09:34:33Z

@Kicu @fedirjh if you could please take a look 🙏

Kicu · 2024-11-12T10:49:41Z

will take a look at both

mjasikowski · 2024-11-12T11:39:52Z

@Kicu can you also take a look at #52378?

Kicu · 2024-11-12T15:12:40Z

@mjasikowski yup already asked a colleague to work on this

github-actions · 2024-11-13T00:43:49Z

🚀 Deployed to production by https://github.com/francoisl in version: 9.0.60-3 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	skipped 🚫
🍎🔄 iOS HybridApp 🍎🔄	skipped 🚫

Ollyws · 2024-12-05T18:47:25Z

src/pages/Search/AdvancedSearchFilters.tsx

    const personalDetails = usePersonalDetails();
+
+    const [policies = {}] = useOnyx(ONYXKEYS.COLLECTION.POLICY);
+    const [allPolicyCategories = {}] = useOnyx(ONYXKEYS.COLLECTION.POLICY_CATEGORIES);


This was causing the category menu to show after deletion (#52362), we fixed this in #52608.

Kicu force-pushed the kicu/50564-hide-category-filter branch from e342e0b to 92c9783 Compare November 6, 2024 11:39

Kicu marked this pull request as ready for review November 6, 2024 16:12

Kicu requested a review from a team as a code owner November 6, 2024 16:12

melvin-bot bot requested review from fedirjh and removed request for a team November 6, 2024 16:13

luacmartins self-requested a review November 6, 2024 18:13

luacmartins reviewed Nov 6, 2024

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Kicu added 2 commits November 7, 2024 10:47

Stop displaying some advanced filters when they have no data

a1e8938

Stop displaying category filter for categories from personal policy

5292f56

Kicu force-pushed the kicu/50564-hide-category-filter branch from 92c9783 to 5292f56 Compare November 7, 2024 11:29

luacmartins approved these changes Nov 7, 2024

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fedirjh approved these changes Nov 8, 2024

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melvin-bot bot requested a review from luacmartins November 8, 2024 14:59

luacmartins approved these changes Nov 8, 2024

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luacmartins merged commit a569cbc into Expensify:main Nov 8, 2024

github-actions bot mentioned this pull request Nov 11, 2024

[HOLD for payment 2024-11-21] Deploy Checklist: New Expensify 2024-11-11 #52320

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95 tasks

IuliiaHerets mentioned this pull request Nov 12, 2024

Search - "Save search" is shown when no category is displayed #52361

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IuliiaHerets mentioned this pull request Nov 12, 2024

[PAID] [Search v2.5] - Category field is still present after deleting all the categories #52362

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IuliiaHerets mentioned this pull request Nov 12, 2024

[Search v2.5] Tax rate field is displayed after disabling Taxes #52378

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melvin-bot bot mentioned this pull request Nov 13, 2024

[HOLD for payment 2024-11-20] [$250] Search filters - Category list shows default categories when no workspace is created #50564

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Ollyws reviewed Dec 5, 2024

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Explanation of Change

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Kicu commented Nov 6, 2024

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Category filter no longer shown even though there are categories for policy (personal)

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