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Display Done and Paid badges in Search #43951

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merged 15 commits into from
Jun 24, 2024
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luacmartins
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@luacmartins luacmartins commented Jun 18, 2024

Details

Displays the Done and Paid badges for expense search results.

Fixed Issues

$ #39890

Tests

Pre-requisite: an account with closed AND reimbursed reports

  1. Open the Search page
  2. Verify that you see the Done and Paid badges next to the row for the closed and reimbursed reports
  • 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
    • 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 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.js 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
  • 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.
  • 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
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  • I verified that each file is named correctly
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  • 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

Screenshot 2024-06-18 at 1 26 41 PM
Screenshot 2024-06-18 at 1 27 01 PM

Android: Native
Android: mWeb Chrome
iOS: Native

ios-1

ios-2

iOS: mWeb Safari

safari

MacOS: Chrome / Safari ![Screenshot 2024-06-18 at 1 26 41 PM](https://github.com/Expensify/App/assets/22219519/754aa84a-b2a8-4263-8ed7-1ff998e25be6) ![Screenshot 2024-06-18 at 1 26 48 PM](https://github.com/Expensify/App/assets/22219519/8188fcb3-6b00-4b23-9b59-0d4eb89800bb) ![Screenshot 2024-06-18 at 1 27 01 PM](https://github.com/Expensify/App/assets/22219519/cd5a97f4-e969-4d17-a68c-e21252ee1772) ![Screenshot 2024-06-18 at 1 27 12 PM](https://github.com/Expensify/App/assets/22219519/013f3c0c-a3a3-433b-b269-c84648c12b8c) ![Screenshot 2024-06-18 at 1 37 29 PM](https://github.com/Expensify/App/assets/22219519/41bc3b8d-c531-4d2d-b6af-b5d75855c216) ![Screenshot 2024-06-18 at 1 37 58 PM](https://github.com/Expensify/App/assets/22219519/f76140b4-7ec1-4985-8835-a86ed80581e4)
MacOS: Desktop

@luacmartins luacmartins self-assigned this Jun 18, 2024
@luacmartins luacmartins changed the title Display Done and Paid badges in Search [HOLD Auth #11293] Display Done and Paid badges in Search Jun 18, 2024
@luacmartins luacmartins marked this pull request as ready for review June 18, 2024 20:43
@luacmartins luacmartins requested review from a team as code owners June 18, 2024 20:43
@melvin-bot melvin-bot bot requested review from s77rt and removed request for a team June 18, 2024 20:44
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melvin-bot bot commented Jun 18, 2024

@s77rt 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]

@luacmartins
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Please note that this PR depends on API changes that are not yet merged/deployed. I'll let you know once that's ready for testing.

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪

Android 🤖 iOS 🍎
https://ad-hoc-expensify-cash.s3.amazonaws.com/android/43951/index.html https://ad-hoc-expensify-cash.s3.amazonaws.com/ios/43951/index.html
Android iOS
Desktop 💻 Web 🕸️
❌ FAILED ❌ https://43951.pr-testing.expensify.com
The QR code can't be generated, because the Desktop build failed Web

👀 View the workflow run that generated this build 👀

@dannymcclain
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Have a couple of (probably) dumb questions:

  • I'm seeing the Paid badge and it's looking good, but I'm noticing that it only shows up for reports/expenses paid with Expensify. All the reports that I have that were marked as Paid elsewhere just show the View button—is that expected behavior?
  • What's the difference between Paid and Done? I don't see any Done badges, and I'm not sure what report state would give them a Done badge vs. a Paid badge.

@luacmartins luacmartins changed the title [HOLD Auth #11293] Display Done and Paid badges in Search Display Done and Paid badges in Search Jun 19, 2024
@luacmartins
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API is deployed, this is ready for review/testing

@shawnborton
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Similar comment as Danny, I think it would be nice to use Paid or Done for any expense that was paid via "Mark as manually paid"

@luacmartins
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Great questions!

I'm seeing the Paid badge and it's looking good, but I'm noticing that it only shows up for reports/expenses paid with Expensify. All the reports that I have that were marked as Paid elsewhere just show the View button—is that expected behavior?

These should show the paid too. There was a bug in the API and PR with the fix is here. Thanks for catching this!

What's the difference between Paid and Done? I don't see any Done badges, and I'm not sure what report state would give them a Done badge vs. a Paid badge.

Done is shown when the report is just closed, either explicitly by the user or if the workspace setting has a submit and close configuration. So these don't have explicit reimbursements.

@dannymcclain
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Ah thanks so much for that explanation!

@luacmartins
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@dannymcclain can you test again, the Paid and Done labels should be fixed now!

@dubielzyk-expensify
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I don't hate the idea of a canceled badge, but I'm also curious how you get to that state. I did some badge explorations for if we were to go that route, and I think my preference would be for the cancelled badge to just have no icon.

Yeah I agree and really like the one without icon 👍

@shawnborton
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The font size if "Paid" is smaller (9px) than that of "View" (11px). Is that expected?

Yeah that is expected, though I wonder if we should give that container a min-height of 28px so that it matches the height of when the container has a button present? This way we get the same size expense cards everywhere.

As for the cancelled expense... I'm actually not sure how the heck you can make a cancelled expense but I seem to have a lot in my account, probably from testing through the past years. Probably not something we need to worry about, but if it's easy to add in, I would be in favor of adding it.

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s77rt commented Jun 20, 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 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.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 */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • 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)
    • 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 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.
  • 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
Android: mWeb Chrome mweb-chrome
iOS: Native ios
iOS: mWeb Safari mweb-safari
MacOS: Chrome / Safari web
MacOS: Desktop desktop

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@dangrous 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 a review from dangrous June 20, 2024 14:59
@dannymcclain
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Yeah that is expected, though I wonder if we should give that container a min-height of 28px so that it matches the height of when the container has a button present? This way we get the same size expense cards everywhere.

@shawnborton just to make sure I understand, are you suggesting we wrap the badge in a 28px tall container, or adjust the height of the badge itself to 28px? I'd be down for wrapping it to get consistent card heights, but I don't think I like the idea of changing the actual height of the badge.

@shawnborton
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I was thinking to give the wrapper a min-height of 28px, and vertically centering everything. So no changes to the badge height or anything like that!

@dannymcclain
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Right on—then I'm all for that!

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Generally looks good to me - will hold on approval until @s77rt's minor notes are addressed and any design updates that look like they're being discussed above.

@luacmartins
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I think both comments from @s77rt were addressed. As for the cancelled badge, I'd hold on doing that. AFAIK we deprecated cancelling IOUs in favor of delete so this shouldn't even be possible anymore 😂

I was thinking to give the wrapper a min-height of 28px, and vertically centering everything. So no changes to the badge height or anything like that!

I'm not sure that I get this suggestion. Wouldn't it look the same as what we have now?

@shawnborton
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So when there is no button present, the top header area of an expense card is shorter than if there was a button present.

No button:
CleanShot 2024-06-20 at 22 31 32@2x

Button:
CleanShot 2024-06-20 at 22 32 03@2x

So if we give that area a min-height of 28px, which is the height of the button, we'll always have the same height header area no matter if there is a button or not.

@luacmartins
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Ah I see what you mean. Pushed a fix

Screenshot 2024-06-20 at 3 36 19 PM

@shawnborton
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Perfect, thanks!

@luacmartins
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@dangrous this is ready for review again

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LGTM!

@dangrous dangrous merged commit c801580 into main Jun 24, 2024
14 checks passed
@dangrous dangrous deleted the cmartins-addDonePaidBadges branch June 24, 2024 16:52
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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/dangrous in version: 9.0.2-0 🚀

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

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OSBotify commented Jul 3, 2024

🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.0.3-7 🚀

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

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.0.5-13 🚀

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

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8 participants