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Add group-by:tag#80638

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neil-group-by-tag
Jan 27, 2026
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Add group-by:tag#80638
neil-marcellini merged 15 commits intomainfrom
neil-group-by-tag

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@neil-marcellini neil-marcellini commented Jan 27, 2026

Explanation of Change

Similar to this previous PR feat: [Insights] [Release 1] Top Categories - Add group-by:category, add support for grouping expenses by tag.

Fixed Issues

$ #80394
PROPOSAL: N/A

Tests

Set up

  1. Sign in with any account
  2. Create a workspace
  3. Go to more features, enable Tags
  4. Go to tag settings, manually add some like "a,b,c,d,e"
  5. Create a few expenses with some of the tags

Basic test

  1. Go to the reports page > Expenses, click Filters and choose group by tag and view results
  2. Verify it groups by tag properly
  3. Expand a tag group, verify it shows the transactions for that tag
2026-01-27_10-34-04.mp4

Expenses without tags

  1. Create some expenses without tags
  2. Search expenses with group by tag
  3. Verify there's a group called "No tag" with those expenses
  4. Expand the group and verify it shows the proper expenses
2026-01-27_10-42-47.mp4

Verify selection

  1. select a tag group check box
  2. Verify all sub-transactions are selected
2026-01-27_10-43-42.mp4

"No tag" sorting

  1. Create a tag starting with "o"
  2. Create an expense with that tag
  3. View group by tag on the reports page
  4. Verify No tag is properly sorted alphabetically
image
  • Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

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
  • 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
  • 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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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 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:
    • 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.ts 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
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    • 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))
  • If new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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 verified that similar component doesn't exist in the codebase
  • I verified that all props are defined accurately and each prop has a /** comment above it */
  • I verified that each file is named correctly
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  • I verified that the only data being stored in component state is data necessary for rendering and nothing else
  • In component 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
  • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
  • I verified that component 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)
  • I verified that all JSX used for rendering exists in the render method
  • I verified that each 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

Screenshots/Videos

All changes are platform independent. See videos above for web.

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

@neil-marcellini neil-marcellini self-assigned this Jan 27, 2026
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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/de.ts b/src/languages/de.ts
index 82c27cb3..232fbd8a 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -6941,7 +6941,7 @@ Fordere Spesendetails wie Belege und Beschreibungen an, lege Limits und Standard
                 [CONST.SEARCH.GROUP_BY.CARD]: 'Karte',
                 [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'Auszahlungs-ID',
                 [CONST.SEARCH.GROUP_BY.CATEGORY]: 'Kategorie',
-                [CONST.SEARCH.GROUP_BY.TAG]: 'Tag',
+                [CONST.SEARCH.GROUP_BY.TAG]: 'Stichwort',
             },
             feed: 'Feed',
             withdrawalType: {
diff --git a/src/languages/it.ts b/src/languages/it.ts
index 1867d96d..9825ef3f 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -6929,9 +6929,9 @@ Richiedi dettagli di spesa come ricevute e descrizioni, imposta limiti e valori
             groupBy: {
                 [CONST.SEARCH.GROUP_BY.FROM]: 'Da',
                 [CONST.SEARCH.GROUP_BY.CARD]: 'Carta',
-                [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'ID prelievo',
+                [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'ID prelievo', //_/\__/_/  \_,_/\__/\__/\_,_/
                 [CONST.SEARCH.GROUP_BY.CATEGORY]: 'Categoria',
-                [CONST.SEARCH.GROUP_BY.TAG]: 'Tag',
+                [CONST.SEARCH.GROUP_BY.TAG]: 'Etichetta',
             },
             feed: 'Feed',
             withdrawalType: {
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index ad9a5160..f3176d60 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -6867,10 +6867,10 @@ ${reportName}
             reimbursable: '精算対象',
             purchaseCurrency: '購入通貨',
             groupBy: {
-                [CONST.SEARCH.GROUP_BY.FROM]: '差出人',
+                [CONST.SEARCH.GROUP_BY.FROM]: '送信者',
                 [CONST.SEARCH.GROUP_BY.CARD]: 'カード',
                 [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: '出金ID',
-                [CONST.SEARCH.GROUP_BY.CATEGORY]: 'カテゴリー',
+                [CONST.SEARCH.GROUP_BY.CATEGORY]: 'カテゴリ',
                 [CONST.SEARCH.GROUP_BY.TAG]: 'タグ',
             },
             feed: 'フィード',
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index ea256103..6c1225ce 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -6913,7 +6913,7 @@ Vraag verplichte uitgavedetails zoals bonnetjes en beschrijvingen, stel limieten
                 [CONST.SEARCH.GROUP_BY.CARD]: 'Kaart',
                 [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'Opname-ID',
                 [CONST.SEARCH.GROUP_BY.CATEGORY]: 'Categorie',
-                [CONST.SEARCH.GROUP_BY.TAG]: 'Tag',
+                [CONST.SEARCH.GROUP_BY.TAG]: 'Label',
             },
             feed: 'Feed',
             withdrawalType: {
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index 0482d4d8..9fa7fdbe 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -6901,7 +6901,7 @@ Wymagaj szczegółów wydatków, takich jak paragony i opisy, ustawiaj limity i
                 [CONST.SEARCH.GROUP_BY.CARD]: 'Karta',
                 [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'ID wypłaty',
                 [CONST.SEARCH.GROUP_BY.CATEGORY]: 'Kategoria',
-                [CONST.SEARCH.GROUP_BY.TAG]: 'Tag',
+                [CONST.SEARCH.GROUP_BY.TAG]: 'Etykieta',
             },
             feed: 'Kanał',
             withdrawalType: {
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index 802e60af..ebd23761 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -6901,9 +6901,9 @@ Exija detalhes de despesas como recibos e descrições, defina limites e padrõe
             groupBy: {
                 [CONST.SEARCH.GROUP_BY.FROM]: 'De',
                 [CONST.SEARCH.GROUP_BY.CARD]: 'Cartão',
-                [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'ID de saque',
+                [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: 'ID da retirada',
                 [CONST.SEARCH.GROUP_BY.CATEGORY]: 'Categoria',
-                [CONST.SEARCH.GROUP_BY.TAG]: 'Tag',
+                [CONST.SEARCH.GROUP_BY.TAG]: 'Etiqueta',
             },
             feed: 'Feed',
             withdrawalType: {
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index c8b835b4..91c7e6ea 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -6748,9 +6748,10 @@ ${reportName}
             reimbursable: '可报销',
             purchaseCurrency: '购买货币',
             groupBy: {
-                [CONST.SEARCH.GROUP_BY.FROM]: '从',
+                [CONST.SEARCH.GROUP_BY.FROM]: '来自',
                 [CONST.SEARCH.GROUP_BY.CARD]: '卡片',
-                [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: '提款 ID',
+                //_/\__/_/  \_,_/\__/\__/\_,_/
+                [CONST.SEARCH.GROUP_BY.WITHDRAWAL_ID]: '提现 ID',
                 [CONST.SEARCH.GROUP_BY.CATEGORY]: '类别',
                 [CONST.SEARCH.GROUP_BY.TAG]: '标签',
             },

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

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codecov bot commented Jan 27, 2026

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/CONST/index.ts 84.03% <ø> (ø)
...stWithSections/Search/TransactionGroupListItem.tsx 71.69% <ø> (ø)
src/pages/Search/SearchColumnsPage.tsx 0.00% <ø> (ø)
...ts/SelectionListWithSections/SearchTableHeader.tsx 6.15% <0.00%> (-0.20%) ⬇️
src/components/Search/index.tsx 33.82% <0.00%> (-0.81%) ⬇️
src/libs/SearchUIUtils.ts 61.67% <65.11%> (+0.10%) ⬆️
...ctionListWithSections/Search/TagListItemHeader.tsx 0.00% <0.00%> (ø)
... and 37 files with indirect coverage changes

@neil-marcellini neil-marcellini marked this pull request as ready for review January 27, 2026 19:08
@neil-marcellini neil-marcellini requested review from a team as code owners January 27, 2026 19:08
@melvin-bot melvin-bot bot requested review from ahmedGaber93 and heyjennahay and removed request for a team January 27, 2026 19:08
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@ahmedGaber93 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 removed the request for review from a team January 27, 2026 19:08
}

if (isTransactionTagGroupListItemType(item)) {
const tagValue = item.tag === '' || item.tag === '(untagged)' ? CONST.SEARCH.TAG_EMPTY_VALUE : item.tag;
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❌ CONSISTENCY-3 (docs)

This tag value normalization logic is duplicated in src/libs/SearchUIUtils.ts (in the getTagSections function). The same logic appears twice:

const tagValue = item.tag === '' || item.tag === '(untagged)' ? CONST.SEARCH.TAG_EMPTY_VALUE : item.tag;

Fix: Extract this logic into a shared utility function:

// In SearchUIUtils.ts or a shared utilities file
function normalizeTagValue(tag: string): string {
    return tag === '' || tag === '(untagged)' ? CONST.SEARCH.TAG_EMPTY_VALUE : tag;
}

// Then use it in both places:
const tagValue = normalizeTagValue(item.tag);

Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

columns?: SearchColumnType[];
};

function TagListItemHeader<TItem extends ListItem>({
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❌ CONSISTENCY-3 (docs)

The entire TagListItemHeader component is nearly identical to CategoryListItemHeader, with only minor differences (tag vs category names, translation keys, and constants). This creates significant code duplication and maintenance overhead.

Current duplication:

  • Same structure and layout (140+ lines)
  • Same props interface
  • Same hooks and styling logic
  • Same JSX structure
  • Only differences: property names and specific constants

Fix: Extract the common logic into a shared generic component:

// Create a generic GroupListItemHeader component
function GroupListItemHeader<TItem extends ListItem, TGroupItem>({
    groupItem,
    displayName,
    columnComponents,
    // ... other common props
}) {
    // Shared implementation for all group headers
}

// Then TagListItemHeader becomes:
function TagListItemHeader(props) {
    const displayName = /* tag-specific logic */;
    const columnComponents = /* tag-specific columns */;
    return <GroupListItemHeader {...props} displayName={displayName} columnComponents={columnComponents} />;
}

This follows the DRY principle and makes it easier to maintain consistent behavior across all group header types.


Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.


// Format the tag name - keep empty/none values as-is
const rawTag = tagGroup.tag;
const formattedTag = !rawTag || rawTag === CONST.SEARCH.TAG_EMPTY_VALUE ? rawTag : rawTag;
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❌ CONSISTENCY-2 (docs)

The ternary expression \!rawTag || rawTag === CONST.SEARCH.TAG_EMPTY_VALUE ? rawTag : rawTag is redundant - both branches return rawTag.

Current code:

const formattedTag = \!rawTag || rawTag === CONST.SEARCH.TAG_EMPTY_VALUE ? rawTag : rawTag;

Fix: This simplifies to just assigning rawTag directly:

const formattedTag = rawTag;

If the intent was to perform some formatting or transformation, the logic is missing. Otherwise, this line serves no purpose and adds confusion.


Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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ShridharGoel commented Jan 27, 2026

Bug: Sorting uses formattedTag ?? '', and for empty tags formattedTag ends up as an empty string. Empty string sorts first in ascending order, so “No tag” appears at the top.

Screenshot 2026-01-28 at 1 20 48 AM

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ShridharGoel commented Jan 27, 2026

Reviewer Checklist

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Screenshots/Videos

Android: HybridApp Screenshot 2026-01-28 at 1 49 49 AM
Android: mWeb Chrome Screenshot 2026-01-28 at 1 43 20 AM
iOS: HybridApp Screenshot 2026-01-28 at 1 40 25 AM
iOS: mWeb Safari Screenshot 2026-01-28 at 1 41 16 AM
MacOS: Chrome / Safari Screenshot 2026-01-28 at 1 38 04 AM

];

const tagName1 = 'Project A';
const tagName2 = 'Project B';
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Can consider adding tests for multi-level tags also.

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Looks good, apart from this bug which might be NAB.

ESLint fixes need to be done.

@melvin-bot melvin-bot bot requested a review from carlosmiceli January 27, 2026 20:48
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@carlosmiceli 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]

@trjExpensify trjExpensify requested review from jasperhuangg and removed request for carlosmiceli January 27, 2026 21:08
jasperhuangg
jasperhuangg previously approved these changes Jan 27, 2026
@trjExpensify trjExpensify requested review from trjExpensify and removed request for heyjennahay January 27, 2026 21:24
trjExpensify
trjExpensify previously approved these changes Jan 27, 2026
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Core PR for a whatsnext project! 👍

@neil-marcellini
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Bug: Sorting uses formattedTag ?? '', and for empty tags formattedTag ends up as an empty string. Empty string sorts first in ascending order, so “No tag” appears at the top.

Screenshot 2026-01-28 at 1 20 48 AM

Good call, I will fix this so it's alphabetical.

@neil-marcellini neil-marcellini merged commit 57aad17 into main Jan 27, 2026
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@neil-marcellini neil-marcellini deleted the neil-group-by-tag branch January 27, 2026 23:18
@OSBotify
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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.

@ShridharGoel
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@neil-marcellini I think GROUP_BY_DEFAULT_SORT and GROUP_BY_DEFAULT_SORT_ORDER should also have been updated in searchParser.peggy

@ShridharGoel
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And also baseRules and autocompleteParser. We can add in a follow-up.

@ShridharGoel
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@jasperhuangg Looks like one of the new commits overwrote the peggy changes. Might have happened while fixing conflicts.

@ShridharGoel
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Created #80737

@OSBotify
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🚀 Deployed to staging by https://github.com/neil-marcellini in version: 9.3.11-0 🚀

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

@OSBotify
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OSBotify commented Feb 5, 2026

🚀 Deployed to production by https://github.com/Julesssss in version: 9.3.12-1 🚀

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

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5 participants