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feat: Use formula for the optimistic expense report #37160

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merged 3 commits into from
Feb 28, 2024

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paultsimura
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@paultsimura paultsimura commented Feb 23, 2024

Details

When creating an expense report in a Policy that supports report fields, build the expense report name using the formula.

Fixed Issues

for #36267
PROPOSAL: #36267 (comment)

Tests

Same as QA

Offline tests

Same as QA

QA Steps

Preconditions: be a member of a collect policy, have no active expense report with this policy, and have the "report fields" beta turned on.

  1. Go offline
  2. Request money from the workspace
  3. Verify the newly created expense report uses the formula from OD in the title
  4. Verify the fields like these are populated correctly with the optimistic data:
  • {report:id}
  • {report:type}
  • {report:startdate}
  • {report:total}
  • {report:currency}
  • {report:policyname}
  1. Verify the other formula fields are removed
  2. If the formula contains only the fields that are non in the list above – verify the raw formula is used (as there is no optimistic data to replace the fields)

For instance, in my recordings, I used the formula with {report:type} and {report:startdate} fields.

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
    • MacOS: Desktop
  • 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)
    • 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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 verified the translation was requested/reviewed 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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
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  • 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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  • 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
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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)
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    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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.
  • 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
android-compressed.mp4
Android: mWeb Chrome
chrome-compressed.mp4
iOS: Native
Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-02-23.at.23.42.32-compressed.mp4
iOS: mWeb Safari
Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-02-23.at.23.41.26-compressed.mp4
MacOS: Chrome / Safari
Screen.Recording.2024-02-23.at.22.52.16.mov
MacOS: Desktop
Screen.Recording.2024-02-23.at.23.22.57-compressed.mp4

@paultsimura paultsimura marked this pull request as ready for review February 23, 2024 22:45
@paultsimura paultsimura requested a review from a team as a code owner February 23, 2024 22:45
@melvin-bot melvin-bot bot removed the request for review from a team February 23, 2024 22:45
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melvin-bot bot commented Feb 23, 2024

@mananjadhav 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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I was unwell past few days and I've requested for the report fields. The code changes look fine to me. Will work on the checklist as soon as I am added to the beta.

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melvin-bot bot commented Feb 27, 2024

❗ Please, do not use Github auto-linking keywords such as these: close, closes, closed, fix, fixes, fixed, resolve, resolves or resolved.

For more details, see the Contributing Guidelines, specifically Submit your pull request for a final review 📖.

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mananjadhav commented Feb 28, 2024

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 tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • 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 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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.js 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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    • Any 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)
    • 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 form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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.
  • 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: Native
android-report-fields.mov
Android: mWeb Chrome
mweb-chrome-report-fields.mov
iOS: Native
ios-report-fields.mov
iOS: mWeb Safari
mweb-safari-report-fields.mov
MacOS: Chrome / Safari
web-report-fields.mov
MacOS: Desktop
desktop-report-fields.mov

@mananjadhav
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mananjadhav commented Feb 28, 2024

I could test other properties to the formula, except for the last case .replaceAll(/\{report:(.+)}/g, '');. I tested this forcefully because the OldDot didn't allow adding random properties (or atleast I wasn't aware).

@melvin-bot melvin-bot bot requested a review from thienlnam February 28, 2024 19:07
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Looking good, just a few comments

src/libs/ReportUtils.ts Outdated Show resolved Hide resolved
* Each formula field is either replaced with a value, or removed.
* If after all replacements the formula is empty, the original formula is returned.
*/
function populateOptimisticReportFormula(formula: string, report: OptimisticExpenseReport, policy: Policy | EmptyObject): string {
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There's a couple more we can handle here optimistically

{report:created}
{report:created:yyyy-MM-dd}
{report:status}
{user:email}
{user:email|frontPart} would output bob assuming that is the currently logged in Expensify user’s email.

src/libs/ReportUtils.ts Show resolved Hide resolved
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Thanks @thienlnam, addressed your comments ✔️

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Great, thanks!

@thienlnam thienlnam merged commit 85c7119 into Expensify:main Feb 28, 2024
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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/thienlnam in version: 1.4.45-0 🚀

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

@paultsimura
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@kavimuru if I understand correctly, the total and id fields are misbehaving, right?

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Ok, I've updated the PR description: removed the $ so it doesn't auto-close the linked issue. Will double-check what needs to be fixed and will create a follow-up PR, thanks!

cc: @mananjadhav

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🚀 Deployed to production by https://github.com/puneetlath in version: 1.4.45-6 🚀

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

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5 participants