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[HOLD for payment 2024-09-26] [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. #44105

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trjExpensify opened this issue Jun 20, 2024 · 21 comments
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Awaiting Payment Auto-added when associated PR is deployed to production Internal Requires API changes or must be handled by Expensify staff NewFeature Something to build that is a new item. Weekly KSv2

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@trjExpensify
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trjExpensify commented Jun 20, 2024

When we have merchant filtering, we want to update the redirect of the View payment history > menu item on the subscription page to navigate to Search with a filtered list of results for merchant: Expensify, Inc.

This issue is on hold until we complete that part of the Search v2 rollout, which is currently in detailed planning.

Issue OwnerCurrent Issue Owner: @luacmartins
@trjExpensify trjExpensify added Monthly KSv2 Planning Changes still in the thought process labels Jun 20, 2024
@trjExpensify trjExpensify self-assigned this Jun 20, 2024
@melvin-bot melvin-bot bot added the Overdue label Jul 22, 2024
@trjExpensify
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Still holding on Search v2 introducing search querying for this. @luacmartins, do you have a more specific issue I can point to for this hold?

Basically, we want to be able to filter the search page when they click this button to see all their billing receipts.

@melvin-bot melvin-bot bot removed the Overdue label Jul 22, 2024
@luacmartins
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This would be the issue #45026

@trjExpensify
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Thanks! Title updated.

@trjExpensify trjExpensify changed the title [Hold] [Search v2] Update View payment history redirect to "Expensify, Inc" merchant filter. [Hold #45026] [Search v2] Update View payment history redirect to "Expensify, Inc" merchant filter. Jul 23, 2024
@luacmartins luacmartins changed the title [Hold #45026] [Search v2] Update View payment history redirect to "Expensify, Inc" merchant filter. [Hold #45026] [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. Jul 31, 2024
@melvin-bot melvin-bot bot added the Overdue label Aug 23, 2024
@trjExpensify
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@luacmartins seems like this issue might be able to come off hold now, what do you think?

@melvin-bot melvin-bot bot removed the Overdue label Aug 26, 2024
@trjExpensify trjExpensify added Weekly KSv2 and removed Monthly KSv2 labels Aug 26, 2024
@luacmartins luacmartins changed the title [Hold #45026] [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. Aug 26, 2024
@luacmartins
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Yes, draft PR here

@luacmartins luacmartins added Daily KSv2 Internal Requires API changes or must be handled by Expensify staff NewFeature Something to build that is a new item. and removed Weekly KSv2 Planning Changes still in the thought process labels Aug 26, 2024
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melvin-bot bot commented Aug 26, 2024

Current assignee @trjExpensify is eligible for the NewFeature assigner, not assigning anyone new.

@melvin-bot melvin-bot bot added Weekly KSv2 and removed Daily KSv2 labels Aug 26, 2024
@trjExpensify
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Niceeee!

@luacmartins
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Just a heads up, the PR is still in draft because we discovered an issue with the parser grammar that was splitting Expensify, Inc. into Expensify and Inc.. We need to make some changes to the grammar, but that has bigger implications, so I'm discussing it with SWM.

@trjExpensify
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Nice, thanks for the update. Just realised you're not assigned here either, so I'm adding yah to the issue.

@luacmartins
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Still on hold for #47789

@luacmartins luacmartins changed the title [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. [HOLD 47789][Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. Sep 5, 2024
@luacmartins
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@trjExpensify we're getting close to merging #47789, but I noticed that purchases don't have an associated entry in the transactions table so they won't show up in the Search page. That also seems to be the case in OldDot. Are we supposed to change this behavior?

@trjExpensify
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but I noticed that purchases don't have an associated entry in the transactions table so they won't show up in the Search page.

Hm, but when we bill someone we put the billing receipt in their Expensify account which creates an expense doesn't it?

@luacmartins
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Hmm maybe it was the way I created the expense locally then 🤔 I just ran a script to run billing for a user, maybe there are more steps to it

@trjExpensify
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Yeah maybe, I'm not sure.

@luacmartins luacmartins changed the title [HOLD 47789][Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. Sep 11, 2024
@melvin-bot melvin-bot bot added Reviewing Has a PR in review Weekly KSv2 and removed Weekly KSv2 labels Sep 12, 2024
@luacmartins
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PR in staging

@trjExpensify trjExpensify changed the title [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. [Awaiting Payment 26th Sept] [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. Sep 23, 2024
@trjExpensify trjExpensify added Awaiting Payment Auto-added when associated PR is deployed to production and removed Reviewing Has a PR in review labels Sep 23, 2024
@trjExpensify
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On prod, updated the title to reflect the payment date.

@rayane-djouah
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Checklist

  • Please propose regression test steps to ensure the new feature will work correctly on production in further releases.

Regression Test Proposal

  • Pre-requisites: an account with a workspace subscription and past billing activity
  1. Navigate to Profile > Subscription
  2. Press on View payment history
  3. Verify that you're navigated to the Search page with the following search: type:expense status:all merchant:"Expensify, Inc."

Do we agree 👍 or 👎

@luacmartins luacmartins changed the title [Awaiting Payment 26th Sept] [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. [HOLD for payment 2024-09-26] [Search v2.1] Update View payment history redirect to "Expensify, Inc" merchant filter. Sep 26, 2024
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melvin-bot bot commented Sep 26, 2024

Payment Summary

Upwork Job

BugZero Checklist (@trjExpensify)

  • I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
  • I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
  • I have paid out the Upwork contracts or cancelled the ones that are incorrect
  • I have verified the payment summary above is correct

@trjExpensify
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Offer sent!

@rayane-djouah
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@trjExpensify Offer accepted, thank you!

@trjExpensify
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Done, paid. Closing!

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Labels
Awaiting Payment Auto-added when associated PR is deployed to production Internal Requires API changes or must be handled by Expensify staff NewFeature Something to build that is a new item. Weekly KSv2
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