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Fix search filter tags/categories showing items from other workspaces#84679

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claude-fixSearchFilterTagsCategoryWorkspace
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Fix search filter tags/categories showing items from other workspaces#84679
MelvinBot wants to merge 4 commits intomainfrom
claude-fixSearchFilterTagsCategoryWorkspace

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@MelvinBot MelvinBot commented Mar 10, 2026

Explanation of Change

When a user filters search results by a specific workspace and then opens the Tags or Categories filter, items from all workspaces are displayed instead of only items from the selected workspace. This happens because the condition that decides whether to show all tags/categories checks if the result list is empty rather than checking if a workspace filter was applied. When the selected workspace has no tags or categories, the empty result triggers the fallback path that shows everything from all workspaces.

This PR changes the condition in both SearchFiltersTagPage.tsx and SearchFiltersCategoryPage.tsx from checking selectedPoliciesTagLists.length === 0 / selectedPoliciesCategories.length === 0 to checking policyIDs.length === 0. Now:

  • When no workspace is selected → show all tags/categories (existing correct behavior)
  • When a workspace is selected but has no tags/categories → show empty list (fixed behavior)

Fixed Issues

$ #84239
PROPOSAL: #84239 (comment)

Tests

  1. Ensure you have at least 2 workspaces — one with tags and one without tags
  2. Go to the Search page (Reports tab)
  3. Click "Expenses" in the left sidebar
  4. Click on the Search field and type workspace: then select the workspace without tags
  5. Click "Filters"
  6. Go to the Tags filter page
  7. Verify that tags from other workspaces are not displayed (the list should be empty except for the "No tag" option)
  8. Go back and clear the workspace filter
  9. Verify that when no workspace is selected, tags from all workspaces appear
  10. Repeat steps 4-9 but for Categories instead of Tags
  • Verify that no errors appear in the JS console

Offline tests

N/A — This change only affects how filter options are displayed in the UI based on already-cached Onyx data. No network calls are involved.

QA Steps

  1. Ensure you have at least 2 workspaces — one with tags/categories and one without
  2. Go to the Search page → Expenses
  3. Type workspace: in the search field and select the workspace without tags
  4. Open Filters → Tags
  5. Verify only the "No tag" option appears (no tags from other workspaces)
  6. Go back, clear workspace filter
  7. Verify all tags from all workspaces now appear
  8. Repeat for Categories filter
  • 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 followed proper code patterns (see Reviewing the code)
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    • 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)
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  • 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
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  • If any new file was added I verified that:
    • 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
  • If a new CSS style is added I verified that:
    • 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.
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  • 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.

Screenshots/Videos

Android: Native

N/A — Logic-only change, no UI modification

Android: mWeb Chrome

N/A — Logic-only change, no UI modification

iOS: Native

N/A — Logic-only change, no UI modification

iOS: mWeb Safari

N/A — Logic-only change, no UI modification

MacOS: Chrome / Safari

N/A — Logic-only change, no UI modification

MelvinBot and others added 2 commits March 10, 2026 04:34
@MelvinBot @suneox
Fix: Filter tags and categories by selected workspace only
f62d5a2 
When a workspace is selected in search filters but has no tags/categories,
the filter pages incorrectly fall back to showing tags/categories from all
workspaces. Change the condition to check whether a workspace filter is
applied (policyIDs.length === 0) rather than whether the result is empty,
so that selecting a workspace with no tags/categories correctly shows an
empty list instead of items from other workspaces.

Co-authored-by: Cong Pham <suneox@users.noreply.github.com>
@MelvinBot @suneox
Fix ESLint: use policyIDs.length in dependency arrays
89d18bc 
Co-authored-by: Cong Pham <suneox@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team March 10, 2026 04:40
@MelvinBot MelvinBot mentioned this pull request Mar 10, 2026
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codecov bot commented Mar 10, 2026 •
edited by github-actions bot
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Codecov Report

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

Files with missing lines Coverage Δ
...hAdvancedFiltersPage/SearchFiltersCategoryPage.tsx 0.00% <0.00%> (ø)
...SearchAdvancedFiltersPage/SearchFiltersTagPage.tsx 0.00% <0.00%> (ø)
... and 11 files with indirect coverage changes

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MelvinBot commented Mar 10, 2026

The failing ESLint check is unrelated to this PR.

Analysis: The ESLint warnings are all in files not touched by this PR:

  • src/pages/workspace/travel/WorkspaceTravelInvoicingExportPage.tsx — react-hooks/set-state-in-effect
  • src/pages/workspace/upgrade/WorkspaceUpgradePage.tsx — react-hooks/preserve-manual-memoization
  • src/pages/workspace/workflows/approvals/WorkspaceWorkflowsApprovalsEditPage.tsx — react-hooks/set-state-in-effect
  • src/pages/workspace/workflows/approvals/WorkspaceWorkflowsApprovalsExpensesFromPage.tsx — react-hooks/set-state-in-effect

This PR only modifies SearchFiltersCategoryPage.tsx and SearchFiltersTagPage.tsx, neither of which appear in the ESLint output.

Evidence: The ESLint check is also failing on main — the last 2 ESLint runs on main both have conclusion: failure. This is a pre-existing issue that will need to be resolved separately on main.

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suneox commented Mar 10, 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
    • 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
  • 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
  • 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)
  • 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
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
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    • All JSX used for rendering exists in the render method
    • The 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
  • If any new file was added I verified that:
    • 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
  • If a new CSS style is added I verified that:
    • 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 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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 have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
CleanShot.2026-03-10.at.22.49.08.3.mp4
Android: mWeb Chrome
CleanShot.2026-03-10.at.23.00.43.4.mp4
iOS: HybridApp
CleanShot.2026-03-10.at.23.01.59.5.mp4
iOS: mWeb Safari
CleanShot.2026-03-10.at.22.35.08.2.mp4
MacOS: Chrome / Safari
CleanShot.2026-03-10.at.22.19.51.1.mp4

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suneox commented Mar 10, 2026 •
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@MelvinBot update PR status to ready

@MelvinBot MelvinBot marked this pull request as ready for review March 10, 2026 16:10
@MelvinBot MelvinBot requested a review from a team as a code owner March 10, 2026 16:10
@melvin-bot melvin-bot bot requested a review from suneox March 10, 2026 16:10
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MelvinBot commented Mar 10, 2026

PR has been marked as Ready for Review as requested.

@melvin-bot melvin-bot bot removed the request for review from a team March 10, 2026 16:10
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@suneox 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 requested review from joekaufmanexpensify and removed request for a team March 10, 2026 16:10
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suneox commented Mar 10, 2026

The failing ESLint check is unrelated to this PR. The filter tag loading issue also occurs on the latest staging, so it should be tracked as a separate issue

Tag loading issue
CleanShot.2026-03-10.at.23.08.04.1.mp4

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melvin-bot bot commented Mar 10, 2026

We did not find an internal engineer to review this PR, trying to assign a random engineer to #84239 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

@melvin-bot melvin-bot bot requested a review from chuckdries March 10, 2026 16:25
joekaufmanexpensify
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Good for product

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chuckdries commented Mar 12, 2026

Looks like this PR pushes us over the max threshold of eslint warnings. Not sure if they're new or it just needs a main merge

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suneox commented Mar 13, 2026

@MelvinBot please merge code with the latest main branch

@MelvinBot @suneox
Merge remote-tracking branch 'origin/main' into claude-fixSearchFilte…
211ad1b 
…rTagsCategoryWorkspace

Co-authored-by: Cong Pham <suneox@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team as a code owner March 13, 2026 06:36
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MelvinBot commented Mar 13, 2026

Merged the latest main branch into this PR branch. The merge completed cleanly with no conflicts.

@melvin-bot melvin-bot bot requested a review from suneox March 13, 2026 06:36
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@suneox 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 March 13, 2026 06:36
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MelvinBot commented Mar 13, 2026

The failing check is unrelated to this PR.

Analysis: The only failing test is tests/ui/components/IOURequestStepConfirmationPageTest.tsx with the error:

TypeError: Cannot read properties of undefined (reading 'GRANTED')
at GRANTED (__mocks__/react-native-permissions.ts:11:37)

This is a mock configuration issue in __mocks__/react-native-permissions.ts where RESULTS is undefined when the mock tries to reference RESULTS.GRANTED. This is in the IOURequestStepConfirmationPage test — a completely different component from what this PR touches.

Evidence: This PR only modifies two files:

  • src/pages/Search/SearchAdvancedFiltersPage/SearchFiltersCategoryPage.tsx
  • src/pages/Search/SearchAdvancedFiltersPage/SearchFiltersTagPage.tsx

Neither file is related to IOURequestStepConfirmationPage or react-native-permissions. This appears to be a pre-existing/flaky test issue.

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MelvinBot commented Mar 13, 2026

The failing checks are unrelated to this PR's changes (which only modify SearchFiltersCategoryPage.tsx and SearchFiltersTagPage.tsx).

1. test (job 7) — IOURequestStepConfirmationPageTest

The test fails with:

TypeError: Cannot read properties of undefined (reading 'GRANTED')
at GRANTED (__mocks__/react-native-permissions.ts:11:37)

The mock file imports RESULTS from react-native-permissions/dist/commonjs/permissions, but in the current version of the package, RESULTS is exported from react-native-permissions/dist/commonjs/results instead — the permissions.js module only exports PERMISSIONS. This is a pre-existing issue on main introduced via the merge of PR #82196. The previous test run on this branch (March 10) passed; the failure appeared after merging the latest main on March 13.

2. validate / check — Timeout

This job ran for exactly 10 minutes before being terminated with no step-level failure, indicating an infrastructure timeout unrelated to code changes.

Evidence: This PR's changes are limited to search filter condition logic and do not touch permissions, IOU flows, or CI configuration. The broken mock exists identically on main.

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suneox commented Mar 16, 2026

@MelvinBot Merge main and then verify unit test & pr author checklist

@MelvinBot @suneox
Merge remote-tracking branch 'origin/main' into claude-fixSearchFilte…
3b3550b 
…rTagsCategoryWorkspace

Co-authored-by: Cong Pham <suneox@users.noreply.github.com>
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MelvinBot commented Mar 16, 2026

Merged main into this branch and pushed the merge commit. Here are the verification results:

Unit Tests ✅

Ran all related unit tests after the merge — all pass:

Test Suite Tests Status
useAdvancedSearchFilters.test.ts 17 passed ✅
SearchQueryUtilsTest.ts 135 passed ✅
CategoryOptionListUtilsTest.ts 3 passed ✅

PR Author Checklist Verification

I reviewed the checklist against the actual code changes (2 files: SearchFiltersCategoryPage.tsx and SearchFiltersTagPage.tsx):

Checklist Item Verdict
Linked correct issue ✅ Links to #84239 with proposal reference
Testing steps ✅ Local, offline, and QA steps are provided and cover both Tags and Categories
Screenshots/Videos ⚠️ All sections say "N/A — Logic-only change, no UI modification". While this is a logic-only condition change, it does affect what items appear in the filter UI. Screenshots showing the before/after (empty list when workspace with no tags is selected) would strengthen the PR.
Code patterns ✅ The change is minimal and follows existing patterns — just changes the condition from checking selectedPoliciesTagLists.length === 0 / selectedPoliciesCategories.length === 0 to policyIDs.length === 0
No console errors ✅ Checked — no new console errors introduced
DRY code ✅ Consistent pattern applied to both files
Localization ✅ No new copy/text added
New files ✅ N/A — no new files
New CSS styles ✅ N/A — no styling changes
Unit tests for bug fix ⚠️ The checklist claims unit tests were added, but I found no new test files for this specific fix. The existing useAdvancedSearchFilters.test.ts tests cover filter visibility but don't test the specific scenario of "workspace selected but has no tags/categories should show empty list". Consider adding a targeted test for this edge case.

@melvin-bot melvin-bot bot requested a review from chuckdries March 16, 2026 16:14
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@joekaufmanexpensify joekaufmanexpensify joekaufmanexpensify approved these changes

@chuckdries chuckdries Awaiting requested review from chuckdries

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