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Fix time based group expansion in Reports/Search#81418

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marcochavezf merged 19 commits intomainfrom
cristi_fix-time-based-group-expand
Feb 12, 2026
Merged

Fix time based group expansion in Reports/Search#81418
marcochavezf merged 19 commits intomainfrom
cristi_fix-time-based-group-expand

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@cristipaval cristipaval commented Feb 4, 2026

Explanation of Change

Fixed Issues

$ #81402
PROPOSAL:

Tests

Have some expenses in December 2025. Some before December 15th, some after.

Date filter respected when expanding year groups

  1. Go to Reports tab
  2. Search with: type:expense group-by:year date:>=2025-12-15
  3. Click on the 2025 year group
  4. Expected: Only expenses from December 15th, 2025 onwards are shown (not all 2025 expenses)
  5. Verify the count in the group header matches the filtered results

Date filter respected when expanding month groups

  1. Go to Reports tab
  2. Search with: type:expense group-by:month date:>=2025-12-15
  3. Click on the December 2025 month group
  4. Expected: Only expenses from December 15th, 2025 onwards are shown (not all December expenses)
  5. Verify the count in the group header matches the filtered results

Date filter respected when expanding quarter groups

  1. Go to Reports tab
  2. Search with: type:expense group-by:quarter date:>=2025-12-15
  3. Click on the Q3 2025 quarter group
  4. Expected: Only expenses from December 15th, 2025 onwards are shown (not all Q3 expenses)
  5. Verify the count in the group header matches the filtered results

Date filter with both start and end limits

  1. Go to Reports tab
  2. Search with: type:expense group-by:month date:>=2025-12-01 date:<=2025-12-15
  3. Click on the December 2025 month group
  4. Expected: Only expenses from December 01-15, 2025 are shown
  5. Verify the count in the group header matches the filtered results
  • Verify that no errors appear in the JS console

Offline tests

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
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    • I added steps for local testing in the Tests section
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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
Screen.Recording.2026-02-04.at.19.39.34.mov

@cristipaval cristipaval self-assigned this Feb 4, 2026
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codecov bot commented Feb 4, 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/libs/SearchUIUtils.ts 62.41% <93.18%> (+2.79%) ⬆️
src/components/Search/index.tsx 26.92% <0.00%> (-0.14%) ⬇️
... and 8 files with indirect coverage changes

@cristipaval cristipaval marked this pull request as ready for review February 4, 2026 17:47
@cristipaval cristipaval requested review from a team as code owners February 4, 2026 17:47
@melvin-bot melvin-bot bot requested review from shubham1206agra and trjExpensify and removed request for a team February 4, 2026 17:47
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melvin-bot bot commented Feb 4, 2026

@shubham1206agra 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 February 4, 2026 17:47
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@shubham1206agra, this is ready for review 🙏

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💡 Codex Review

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Reviewed commit: 10e3cdfaaf

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Codex Review: Didn't find any major issues. 🎉

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Clean up for Insights 👍

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@shubham1206agra where are you at with the review?

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shubham1206agra commented Feb 10, 2026

@cristipaval Steps for repro the bug:

  1. Type type:expense sortBy:groupquarter sortOrder:desc groupBy:quarter date>2025-12-02 date<2026-02-02 in the search.
  2. Expand groups close to both the date bounds.
  3. Observe that the only the first date bound is followed.

Expected behavior

Both date bounds are expected to be followed

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you're right @shubham1206agra! great catch! I fixed it now, could you please review and test again? 🙏

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@cristipaval The TS is failing

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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 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
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  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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
  • 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)
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    • 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.
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Screenshots/Videos

Screen.Recording.2026-02-11.at.7.11.50.PM.mov

@melvin-bot melvin-bot bot requested a review from marcochavezf February 11, 2026 13:44
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@marcochavezf 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]

@marcochavezf marcochavezf merged commit e33ae76 into main Feb 12, 2026
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@marcochavezf marcochavezf deleted the cristi_fix-time-based-group-expand branch February 12, 2026 13:05
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🚧 @marcochavezf has triggered a test Expensify/App build. You can view the workflow run here.

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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/marcochavezf in version: 9.3.18-0 🚀

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

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🚀 Deployed to production by https://github.com/lakchote in version: 9.3.18-8 🚀

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

Comment on lines +3116 to +3132
filters: [
{
operator: CONST.SEARCH.SYNTAX_OPERATORS.EQUAL_TO,
value: CONST.SEARCH.DATE_PRESETS.LAST_MONTH, // e.g., January 2026: 2026-01-01 to 2026-01-31
},
{
operator: CONST.SEARCH.SYNTAX_OPERATORS.GREATER_THAN_OR_EQUAL_TO,
value: '2025-04-01', // Earlier than preset start
},
],
};

const result = SearchUIUtils.adjustTimeRangeToDateFilters(yearDateRange, [dateFilter]);

// Should intersect: max(preset start, constraint start) = max(2026-01-01, 2025-04-01) = 2026-01-01
// The preset start should be preserved, not overwritten by the earlier constraint
expect(result.start).toBe('2026-01-01');
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Starting today (Mar 1), tests failing on main, caused by these tests.
Can someone please fix as priority?

RCA: #83301 (comment)

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+1 - commented here

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Fix was merged in #83809

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