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feat: [Insights] [Release 1] Top Categories - Add a limit filter to search#80262

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puneetlath merged 23 commits intoExpensify:mainfrom
TaduJR:feat-Insights-Release-1-Top-Categories-Add-a-limit-filter-to-search
Jan 27, 2026
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feat: [Insights] [Release 1] Top Categories - Add a limit filter to search#80262
puneetlath merged 23 commits intoExpensify:mainfrom
TaduJR:feat-Insights-Release-1-Top-Categories-Add-a-limit-filter-to-search

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@TaduJR TaduJR commented Jan 22, 2026

Auth PR needs to come before we merge this: https://github.com/Expensify/Auth/pull/19297

Explanation of Change

This PR adds a limit parameter to the search query language, enabling users to limit the number of results returned from a search query.

Fixed Issues

$ #80035
PROPOSAL: #80035 (comment)

Tests

Tests

Precondition: Log in to the app and have some expenses/transactions in the account

  1. Navigate to Search page
  2. Type type:expense limit:10 in the search input
  3. Verify 10 is highlighted (valid value) and only 10 expenses appeared
  4. Type limit:0 - verify 0 is NOT highlighted (invalid)
  5. Type limit:-5 - verify -5 is NOT highlighted (invalid)
  6. Type limit:10.5 - verify 10.5 is NOT highlighted (invalid)
  7. Type LIMIT:25 - verify 25 is highlighted (case-insensitive)
  8. Click Filters → Limit
  9. Verify Limit filter page opens without "Not found" error
  10. Enter a value and apply - verify it appears in the search query
  11. Verify limit is preserved when changing other filters
  • Verify that no errors appear in the JS console

Offline tests

Same as tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Same 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
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    • 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
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      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
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Screenshots/Videos

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

@TaduJR TaduJR requested review from a team as code owners January 22, 2026 20:01
@melvin-bot melvin-bot bot requested review from JmillsExpensify and rojiphil and removed request for a team and JmillsExpensify January 22, 2026 20:01
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@rojiphil 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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codecov bot commented Jan 22, 2026

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/CONST/index.ts 83.89% <ø> (ø)
src/SCREENS.ts 100.00% <ø> (ø)
...nents/Search/SearchPageHeader/SearchFiltersBar.tsx 67.10% <ø> (ø)
src/hooks/useAdvancedSearchFilters.ts 83.33% <ø> (ø)
...avigation/linkingConfig/RELATIONS/SEARCH_TO_RHP.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts 75.00% <ø> (ø)
src/libs/SearchAutocompleteUtils.ts 52.38% <100.00%> (+0.99%) ⬆️
src/libs/actions/Search.ts 24.48% <100.00%> (+0.17%) ⬆️
src/pages/Search/SearchColumnsPage.tsx 0.00% <ø> (ø)
src/types/form/SearchAdvancedFiltersForm.ts 100.00% <ø> (ø)
... and 6 more
... and 5 files with indirect coverage changes

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@TaduJR TaduJR marked this pull request as draft January 22, 2026 20:17
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TaduJR commented Jan 22, 2026

@codex review

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TaduJR commented Jan 23, 2026

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TaduJR commented Jan 23, 2026

Do you all agree with the test steps?

@TaduJR TaduJR marked this pull request as ready for review January 23, 2026 06:34
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Do you all agree with the test steps?

Thanks @tadu for the PR. To me, the mentioned test steps seems fine.

@neil-marcellini @trjExpensify
A couple of queries though after initial rounds of testing:
-> Don’t we want to add limit to the Filters page?
-> BE is not applying the limit yet as a filter. Is the BE not ready yet?

80035-initial-observation-001.mp4

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ShridharGoel commented Jan 26, 2026

@neil-marcellini Should we show the expense count as 20 (the limit), and the total of those 20 expenses? Or not show the footer at all unless the user selects the expenses?

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trjExpensify commented Jan 26, 2026

The "fix" being to not show the footer when using limit on Reports > Expenses because we don't show it today be default when not using limit.

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@trjExpensify It gets shown today by default, which is being fixed in #79178.

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Would it be easier to fix it to compute properly so it respects the limit?

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@trjExpensify It gets shown today by default, which is being fixed in #79178.

It doesn't show though?

image

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@trjExpensify Oh yes, it actually starts showing after you have atleast one saved search with a custom column.

See the steps here: #78149

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Right, so it doesn't show by default and it doesn't show when you change a couple of filters. It only shows if you save the search. Is that right? If so, then I think for now we don't show it here when limit filter is applied to an "unsaved" search.

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It only shows if you save the search. Is that right?

If you have atleast one saved search with a custom column, then the totals footer will always show on Reports > Expenses. It is an existing bug on prod.

I think for now we don't show it here when limit filter is applied to an "unsaved" search

Yeah, with the existing behaviour, it doesn't show the footer even for a search-with-limit if the user doesn't have a saved search with a custom column.

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If you have atleast one saved search with a custom column, then the totals footer will always show on Reports > Expenses. It is an existing bug on prod.

Okay, then I think we're fine to not show it then?

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Given that it sounds like it's a fairly specific case when the total footer is shown, I don't think it needs to be a blocker.

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Great! Let's fix the conflicts and get it merrrrged!

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approved pending merge conflict resolution

…App into feat-Insights-Release-1-Top-Categories-Add-a-limit-filter-to-search
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ShridharGoel commented Jan 27, 2026

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
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    • 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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • 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
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  • 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 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
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Screenshots/Videos

Android: HybridApp Screenshot 2026-01-27 at 9 37 32 AM
Android: mWeb Chrome Screenshot 2026-01-27 at 9 35 28 AM
iOS: HybridApp
Screen.Recording.2026-01-27.at.9.23.32.AM.mov
iOS: mWeb Safari Screenshot 2026-01-27 at 9 33 54 AM
MacOS: Chrome / Safari
Screen.Recording.2026-01-27.at.9.12.50.AM.mov

@melvin-bot melvin-bot bot requested a review from neil-marcellini January 27, 2026 03:44
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ShridharGoel commented Jan 27, 2026

We don't get "Save search" option when only limit is applied (like type:expense limit:10). Is that fine? Probably because it's a root-level key. Else, it can be updated in a follow-up.

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I think you should be able to save the search with that filter like any other. It can be a follow-up if it isn't a quick fix here.

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rojiphil commented Jan 27, 2026

I think you should be able to save the search with that filter like any other. It can be a follow-up if it isn't a quick fix here.

@trjExpensify In other places like keywords in General section, save Search is not there. So, we may want to leave it as mentioned.

However, I also notice the following gaps when compared to the screenshot here. Seems minor and can be addressed here unless there is a rush to merge:

  1. The limit filter accepts non-numerical value although the impact is not seen in generated results.
  2. Filter header name in Filters Page is Results limit whereas we have set it as Limit
  3. The limit filter itself is added after Group by but we have set it after Keywords
50262-web-chrome-001.mp4

@puneetlath puneetlath merged commit 0564536 into Expensify:main Jan 27, 2026
32 of 34 checks passed
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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/puneetlath in version: 9.3.10-0 🚀

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

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🚀 Deployed to production by https://github.com/roryabraham in version: 9.3.10-6 🚀

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

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8 participants