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Add search input field to top of "Add unreported expense" screen#70280

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mjasikowski merged 11 commits into
Expensify:mainfrom
lorretheboy:fix/69978
Oct 9, 2025
Merged

Add search input field to top of "Add unreported expense" screen#70280
mjasikowski merged 11 commits into
Expensify:mainfrom
lorretheboy:fix/69978

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@lorretheboy

@lorretheboy lorretheboy commented Sep 10, 2025

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Explanation of Change

Fixed Issues

$ #69978
PROPOSAL: #69978 (comment)

Tests

Precondition: The user has > 15 expenses in self-DM as the search bar only appears if > 15 expenses

  1. Go to ND
  2. Create a manual expense in any workspace
  3. Click to view details --> More --> Add expense --> Add unreported expense
  4. Verify that there is a working search input field on top
  • Verify that no errors appear in the JS console

Offline tests

QA Steps

Precondition: The user has > 15 expenses in self-DM as the search bar only appears if > 15 expenses

  1. Go to ND
  2. Create a manual expense in any workspace
  3. Click to view details --> More --> Add expense --> Add unreported expense
  4. Verify that there is a working search input field on top
  • 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
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    • MacOS: Desktop
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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.
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  • 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.
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  • 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

Android: Native
Screen.Recording.2025-10-05.at.21.59.01.mov
ANDROID.mov
Android: mWeb Chrome
WEBSITE.ANDROID.mov
iOS: Native
Screen.Recording.2025-10-05.at.21.54.32.mov
IOS.mov
iOS: mWeb Safari
WEBSITE.IOS.mov
MacOS: Chrome / Safari
Screen.Recording.2025-10-05.at.21.50.23.mov
WEBSITE.mov
MacOS: Desktop
DESKTOp.mov

@lorretheboy lorretheboy marked this pull request as ready for review September 10, 2025 15:40
@lorretheboy lorretheboy requested a review from a team as a code owner September 10, 2025 15:40
@melvin-bot melvin-bot Bot requested review from brunovjk and removed request for a team September 10, 2025 15:40
@melvin-bot

melvin-bot Bot commented Sep 10, 2025

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@brunovjk 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]

@brunovjk

brunovjk commented Sep 10, 2025

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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
    • MacOS: Desktop
  • 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 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)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
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  • If any new file was added I verified that:
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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 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
70280_android_native.mov
Android: mWeb Chrome
70280_android_web.mov
iOS: HybridApp
iOS: mWeb Safari
70280_ios_web.mov
MacOS: Chrome / Safari
70280_web_chrome.mov
MacOS: Desktop
70280_web_desktop.mov

@brunovjk

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@lorretheboy, I'm noticing some strange behavior while testing the search filter. Sometimes, expenses with an empty merchant appear in the search list where they shouldn't:

Screen.Recording.2025-09-10.at.20.29.16.mov

Can you reproduce it? Thanks.

@lorretheboy

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Hi @brunovjk, I didn't observe this behavior during testing. However, please give me sometime to try to reproduce and fix it

@lorretheboy

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@brunovjk I have updated the PR to fix that issue. It happened because we include the merchant placeholder name in case there is no merchant name.

I have fixed by exclude this specific case during search
https://github.com/Expensify/App/pull/70280/files#diff-572c59dbb9931b341bde48497df9a583581a4514c5066c1721885cf3f644117eR112-R114

@brunovjk

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Much better now @lorretheboy, I noticed a detail: the keyboard doesn't pop up when we focus on the search field:

70280_android_native.mov

@mjasikowski what do you think? Thanks.

@brunovjk

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Another thing @lorretheboy, could you update the steps for testing the PR? I think it would be nice to mention that the field only appears when there are 15 reports, and should not appear if there are fewer. What do you think? Thanks.

@lorretheboy

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Hi @mjasikowski, may I ask your thoughts on this? Personally, I would say it's fine, however, pls lemme know if you think we should focus & open the keyboard on search bar. Thanks

@brunovjk

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Friendly bump @mjasikowski 😄

@mjasikowski

mjasikowski commented Sep 22, 2025

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@lorretheboy sorry for the delay! I think it makes more sense for the keyboard to pop up when we're focused on the field

@lorretheboy

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Thxx for the confirm. Pls give me sometimes to check and fix this issue

@lorretheboy

lorretheboy commented Sep 23, 2025

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Hi @brunovjk, it has been fixed when I merge latest main. Could you please check again?

e.mov

Btw: Looks like you haven't enabled keyboard here, if it still not works on your end. You may kindly enable it in settings

image

@brunovjk

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I think I found a bug:

  • Select an item from the add "Unreported expense" list
  • Search for another unreported expense with a different merchant than the one previously selected
  • Select a new expense
  • We automatically return to the list with the selected item
    BUG: The first selection is removed:
Screen.Recording.2025-09-23.at.09.57.38.mov

@lorretheboy do you think this bug is within the scope of our PR? Thanks.

@codecov

codecov Bot commented Sep 25, 2025

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Codecov Report

❌ Patch coverage is 0% with 30 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
src/pages/AddUnreportedExpense.tsx 0.00% 30 Missing ⚠️

📢 Thoughts on this report? Let us know!

@lorretheboy

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Hi @brunovjk, thanks for waiting. I couldn't find out similar cases and it is possible to fix in our PR's scope. So I decided to fix it in this PR. Could you please re-review this again

O.mov

@brunovjk

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Great! Thank you very much, I'll review it as soon as possible.

@brunovjk

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Sorry for the delay, @lorretheboy can you resolve the conflicts here? I'll continue with the review. Thank you.

@lorretheboy

lorretheboy commented Oct 2, 2025

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Hi team, I want to confirm here the scope of new changes:

  1. We need to support search expense by merchant and description
  2. Update the search input placeholder to be Find expense
  3. Remove the search icon from search input

@dannymcclain

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That all sounds right to me—my questions about what was searchable were more about what's already been implemented. What does that input currently search in the list?

I think it would be ideal to be able to search for merchant, amount, date, description, but if we have some scope limitations here I just want to make sure the search input accurately reflects what we're searching.

@lorretheboy

lorretheboy commented Oct 2, 2025

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@dannymcclain Currently we only search for merchant in the list. Ideally, I think it would be easier to implement if we only search for merchant and description. However, pls lemme know if you want to add other fields as well

@dannymcclain

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Thank you - in that case I think we either need to update the search parameters (i.e. search for more things) or let the search input reflect that it's only searching merchants. cc @Expensify/design for more thoughts

@shawnborton

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It would be nice if searching on amount worked too... how hard is that?

@lorretheboy

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@shawnborton I will add it then, it is possible

@shawnborton

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Nice!

Comment thread src/languages/es.ts
pendingMatchWithCreditCardDescription: 'Recibo pendiente de adjuntar con la transacción de la tarjeta. Márcalo como efectivo para cancelar.',
markAsCash: 'Marcar como efectivo',
routePending: 'Ruta pendiente...',
findExpense: 'Buscar gasto',

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@lorretheboy

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Hi @brunovjk, please help review it again. Thanks

@brunovjk

brunovjk commented Oct 6, 2025

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It's on my list, I'll review it by the end of the day. Thank you.

@brunovjk

brunovjk commented Oct 8, 2025

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@lorretheboy I can search by amount, merchant, and description. However, it's not displaying very consistently I guess. I can search by description, but it seems to be showing the expense merchant. What do you think? Is this on purpose? Thanks.

Screen.Recording.2025-10-07.at.21.41.24.mov

@lorretheboy

lorretheboy commented Oct 8, 2025

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Hi @brunovjk, I think it is expected since in this expense I can see that the word descript is existing in description field

We have only 1 search input for all three fields so it would returns all related results

image

@brunovjk

brunovjk commented Oct 8, 2025

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What do you think @Expensify/design? I updated the screenshots again, I still need to finish testing on iOS, my local build is having problems.

@dannymcclain

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I think it's looking pretty good to me.

I think it is expected since in this expense I can see that the word descript is existing in description field
We have only 1 search input for all three fields so it would returns all related results

Seems like this just feels a little off because while we search description, we don't show it. Ultimately I think that's probably fine though. Curious for how the rest of the design team feels!

@shawnborton

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Seems like this just feels a little off because while we search description, we don't show it. Ultimately I think that's probably fine though. Curious for how the rest of the design team feels!

Yeah, I agree with this. Let's allow it and then maybe someday we follow up and create a more slim/"mobile" view of our expense rows that also shows description and not just merchant.

@dubielzyk-expensify

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Yeah I agree. I think it's still nicer than not having it searchable 👍

@brunovjk

brunovjk commented Oct 9, 2025

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Great! Thank you all. I think it's all yours @mjasikowski :D

@mjasikowski mjasikowski merged commit a099a5f into Expensify:main Oct 9, 2025
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🚀 Deployed to staging by https://github.com/mjasikowski in version: 9.2.29-0 🚀

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

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🚀 Deployed to production by https://github.com/mountiny in version: 9.2.29-5 🚀

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

Comment on lines +119 to +134
const searchableFields: string[] = [];

const merchant = getMerchant(transaction);
if (merchant !== CONST.TRANSACTION.PARTIAL_TRANSACTION_MERCHANT) {
searchableFields.push(merchant);
}

const description = getDescription(transaction);
if (description.trim()) {
searchableFields.push(description);
}

const amount = getAmount(transaction);
const currency = getCurrency(transaction);
const formattedAmount = convertToDisplayString(amount, currency);
searchableFields.push(formattedAmount);

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We should have added a condition to normalize the amount. Not doing so caused #72803

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8 participants