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Add View transactions shortcut under Current balance#90402

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Expensify:mainfrom
neerajbachani:feature/issue-88116-view-transactions-link
Open

Add View transactions shortcut under Current balance#90402
neerajbachani wants to merge 4 commits into
Expensify:mainfrom
neerajbachani:feature/issue-88116-view-transactions-link

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@neerajbachani neerajbachani commented May 13, 2026

Explanation of Change

Adds a View transactions TextLink under the Current balance amount on the workspace Expensify Card page. On press, navigates to Search with a canned query using createCardFeedKey(fundID, CONST.EXPENSIFY_CARD.BANK) and ROUTES.SEARCH_ROOT.getRoute({ query }), matching the issue spec (type:expense, feed:…, withdrawn:never, withdrawal-status:pending). The link is shown only when the label type is Current balance (not for remaining limit or cash back). Copy uses existing workspace.common.viewTransactions.

Fixed Issues

$ #88116
PROPOSAL: #88116 (comment)

Tests

  1. Open a workspace where Expensify Card is available; go to WorkspaceExpensify Card.
  2. Confirm Current balance shows a View transactions link under the amount; Remaining limit and Cash back do not show that link.
  3. Tap View transactions and confirm Search opens with a query that includes type:expense, the correct feed:"…" key, withdrawn:never, and withdrawal-status:pending.
  4. Confirm Settle balance / settlement copy (if shown for monthly settlement) still only appears for the Current balance column, not other columns.
  • Verify that no errors appear in the JS console

Offline tests

  1. Same as Tests steps 1–3 while offline (or after toggling offline): View transactions still appears under Current balance only; tapping it queues/opens Search per existing offline navigation behavior.

QA Steps

Same as Tests (workspace Expensify Card page: link placement, navigation to Search, query contents).

  • Verify that no errors appear in the JS console

PR Author Checklist

  • 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
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    • 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 linked the correct issue in the ### Fixed Issues section above
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Screenshots/Videos

Android: Native IMG_20260518_171423 jpg
Android: mWeb Chrome
lv_0_20260518170928.mp4
iOS: Native Screenshot_2026-05-18-16-46-35-55_99c04817c0de5652397fc8b56c3b3817 jpg
iOS: mWeb Safari
lv_0_20260518163408.online-video-cutter.com.mp4
MacOS: Chrome / Safari
lv_0_20260518163027.mp4

@neerajbachani neerajbachani requested review from a team as code owners May 13, 2026 03:13
@melvin-bot melvin-bot Bot requested review from flaviadefaria and mananjadhav and removed request for a team and flaviadefaria May 13, 2026 03:13
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melvin-bot Bot commented May 13, 2026

@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]

@melvin-bot melvin-bot Bot removed the request for review from a team May 13, 2026 03:13
Comment thread src/pages/workspace/expensifyCard/WorkspaceCardsListLabel.tsx Outdated

const handleViewTransactionsPress = useCallback(() => {
const feedKey = createCardFeedKey(String(defaultFundID), CONST.EXPENSIFY_CARD.BANK);
const query = `type:expense feed:"${feedKey}" withdrawn:never withdrawal-status:pending`;
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❌ CONSISTENCY-2 (docs)

The query string contains magic filter keywords (type:expense, withdrawn:never, withdrawal-status:pending) that are not self-explanatory and are not defined as named constants anywhere in the codebase. If these search filter tokens change or need to be reused elsewhere, every occurrence must be found and updated manually.

Extract the search filter components into named constants, for example:

// In CONST or a relevant constants file
const SEARCH_FILTERS = {
    TYPE_EXPENSE: 'type:expense',
    WITHDRAWN_NEVER: 'withdrawn:never',
    WITHDRAWAL_STATUS_PENDING: 'withdrawal-status:pending',
};

// Usage
const query = `${SEARCH_FILTERS.TYPE_EXPENSE} feed:"${feedKey}" ${SEARCH_FILTERS.WITHDRAWN_NEVER} ${SEARCH_FILTERS.WITHDRAWAL_STATUS_PENDING}`;

Reviewed at: 38c6aa3 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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@neerajbachani Please address this.

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@mananjadhav thanks for the follow up. pulled the type:expense, withdrawn:never, and withdrawal-status:pending fragments into small file-local named constants for readability.

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Reviewed commit: 38c6aa38fe

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const handleViewTransactionsPress = useCallback(() => {
const feedKey = createCardFeedKey(String(defaultFundID), CONST.EXPENSIFY_CARD.BANK);
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P2 Badge Preserve missing fund ID when building feed key

useDefaultFundID() falls back to CONST.DEFAULT_NUMBER_ID (0) before a real feed is resolved, but String(defaultFundID) converts that fallback into a truthy value. That makes createCardFeedKey() generate "0_expensify" instead of using its no-fund fallback ("expensify"), so the feed: filter can point to a non-existent feed and return no transactions when users click quickly during initial load (or whenever the fallback is still in effect).

Useful? React with 👍 / 👎.

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codecov Bot commented May 13, 2026

Codecov Report

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

Files with missing lines Coverage Δ
...orkspace/expensifyCard/WorkspaceCardsListLabel.tsx 0.00% <0.00%> (ø)
... and 1134 files with indirect coverage changes

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@mananjadhav updated per review: fixed createCardFeedKey (3 args + fund handling for default id), dropped redundant useCallback, and named the search query fragments locally.

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@neerajbachani I don't see any screenshots/videos uploaded. Can you please upload them and tag when everything in the checklist is thoroughly verified/completed?

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@mananjadhav Added screenshots/videos for all platforms to the PR description. Please let me know if anything else is needed!

@joekaufmanexpensify joekaufmanexpensify self-requested a review May 18, 2026 17:54
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🚧 @joekaufmanexpensify has triggered a test Expensify/App build. You can view the workflow run here.

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #90402.

Android 🤖 iOS 🍎
⏩ SKIPPED ⏩ ⏩ SKIPPED ⏩
The build for Android was skipped The build for iOS was skipped
Web 🕸️
https://90402.pr-testing.expensify.com
Web

👀 View the workflow run that generated this build 👀

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Code LGTM, testing it.

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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
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    • 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
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Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
web-view-transactions.mov

@joekaufmanexpensify
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The new button looks good to me and it links to what seems to be the correct filters. However, the transactions don't show up. Do we think that's likely an issue with the filters themselves?

image image

@mananjadhav
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@joekaufmanexpensify Can we confirm if Feed: Expensify Card is the correct filter? I don't see any transactions either (that could be because the card added to my workspace).

But when I compare the other filters: type, withdrawal status and withdrawn and check other reports, it seems to be fine. So may be BE is expecting something else for the feed filter?

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Approving so that @aldo-expensify can help with the filter check

@melvin-bot melvin-bot Bot requested a review from aldo-expensify May 19, 2026 16:01
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@joekaufmanexpensify Can we confirm if Feed: Expensify Card is the correct filter? I don't see any transactions either (that could be because the card added to my workspace).

It works for me. When I select Feed alone I see transactions. It's just in combination with the other two filters that I don't.

image

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@mananjadhav there are some items in your checklist remaining to be check.

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@aldo-expensify Needed your help to verify the filter for the search API call. It seems when we apply all three filters we don't get any result. Feed working for @joekaufmanexpensify and I tried the Withdrawn filters it works fine too. The combination of 3 filters doesn't work, so wanted to check if we're missing something?

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cc @JS00001 too as you helped implement the new filter

import ROUTES from '@src/ROUTES';
import type SCREENS from '@src/SCREENS';

const EXPENSIFY_CARD_TRANSACTIONS_SEARCH_QUERY_FRAGMENTS = {
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why's this needed? lets just build the query directly, this is prob overcomplicating it

const handleViewTransactionsPress = () => {
const fundIDForFeedKey = defaultFundID === CONST.DEFAULT_NUMBER_ID ? undefined : String(defaultFundID);
const feedKey = createCardFeedKey(fundIDForFeedKey, CONST.EXPENSIFY_CARD.BANK, undefined);
const query = `${EXPENSIFY_CARD_TRANSACTIONS_SEARCH_QUERY_FRAGMENTS.TYPE_EXPENSE} feed:"${feedKey}" ${EXPENSIFY_CARD_TRANSACTIONS_SEARCH_QUERY_FRAGMENTS.WITHDRAWN_NEVER} ${EXPENSIFY_CARD_TRANSACTIONS_SEARCH_QUERY_FRAGMENTS.WITHDRAWAL_STATUS_PENDING}`;
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Lets not build this as a string. Lets use

buildQueryStringFromFilterFormValues({
        type: CONST.SEARCH.DATA_TYPES.TRANSACTION,
        ...
})

Use buildQueryStringFromFilterFormValues instead of manual query fragments.
Add unit test for feed + withdrawn:never + withdrawalStatus:pending query shape.
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@JS00001 Addressed review: removed query fragment constant and switched to buildQueryStringFromFilterFormValues. Added unit test confirming the emitted query matches spec (type:expense, feed, withdrawn:never, withdrawalStatus:pending) and parses correctly.

@mananjadhav @joekaufmanexpensify On the empty combined results: individual filters seem to work, so I suspect backend filter combination rather than a bad link. Open to changing filters once we confirm the expected search API behavior. Thanks!

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On the empty combined results: individual filters seem to work, so I suspect backend filter combination rather than a bad link. Open to changing filters once we confirm the expected search API behavior.

@JS00001 Can you confirm this?

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JS00001 commented May 25, 2026

@joekaufmanexpensify could you dm me the email youre testing on?

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@JS00001 done!

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JS00001 commented May 25, 2026

Looking into this, haven't been able to find the issue yet

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Looking into this, haven't been able to find the issue yet

But is this something to be fixed from the backend?

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JS00001 commented May 25, 2026

It would be, yes

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JS00001 commented May 26, 2026

Hmm, I'm not sure this search query is the correct one to get all of the transactions that haven't been withdrawn yet

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Hmm, I'm not sure this search query is the correct one to get all of the transactions that haven't been withdrawn yet

Can you help us with the query so that we can modify?

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JS00001 commented May 26, 2026

Yeah Im trying to think of how we need to change it. Currently, withdrawn:never and withdrawal-status:pending are contradictory. Since withdrawn:never means that the row has no withdrawal associated with it. However, withdrawal-status means the row has a withdrawal associated with it, but its pending

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5 participants