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[HOLD for payment 2024-08-07] [Search v2.1] [App] Create advanced filters #45026

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luacmartins opened this issue Jul 8, 2024 · 22 comments
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Awaiting Payment Auto-added when associated PR is deployed to production NewFeature Something to build that is a new item. Reviewing Has a PR in review Weekly KSv2

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@luacmartins
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luacmartins commented Jul 8, 2024

Implement this section of the design doc.

Holding on:

cc @adamgrzybowski @Kicu @WojtekBoman

Issue OwnerCurrent Issue Owner: @sonialiap
@luacmartins luacmartins added Daily KSv2 NewFeature Something to build that is a new item. labels Jul 8, 2024
@luacmartins luacmartins self-assigned this Jul 8, 2024
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melvin-bot bot commented Jul 8, 2024

Triggered auto assignment to @MitchExpensify (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

@melvin-bot melvin-bot bot added Weekly KSv2 and removed Daily KSv2 labels Jul 8, 2024
@luacmartins luacmartins added Daily KSv2 and removed Weekly KSv2 labels Jul 8, 2024
@luacmartins luacmartins changed the title [Search v2] [App] Create advanced filters [HOLD 45025][Search v2] [App] Create advanced filters Jul 8, 2024
@luacmartins luacmartins moved this to Release 3: Autumn 2024 (Nov) in [#whatsnext] #wave-collect Jul 8, 2024
@luacmartins
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Maybe for this one we can break it down into multiple PRs, maybe adding a couple of filters at a time

@Kicu
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Kicu commented Jul 10, 2024

yeah sounds good 👍

Let me take care of this task, and I will start with small initial PR, after that if I see possibility of some parallel work, then we will divide this between me and Wojtek if that would make sense. Will be doing smaller PRs with batches of filters like you suggested.

However I have a question: where do I get the values of some filters from? In, Currency, Merchant - are they somewhere inside Onyx easy to be used?

What about:

  • Tax
  • report ID
  • Category
  • Tag

And in general: should these filters values mostly be generated inside App using existing data, or come from backend?

@luacmartins
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luacmartins commented Jul 10, 2024

These values should come from Onyx for now. So:

  • in - all report_ keys in Onyx. We should show a selection list of reports like we do in ChatFinderPage
  • currency - reuse CurrencySelectionList component, data source
  • merchant - text input, user can enter whatever they want
  • tax - policy_<id>.tax. Maybe we can reuse TaxPicker
  • category - policyCategories_. Maybe we can reuse CategoryPicker
  • tag - policyTags_. Maybe we can reuse TagPicker
  • reportID - text input, takes in a list of reportIDs separated by comma

For tax, category and tag we need to combine the data from all policies available in Onyx. I think to reuse the components as is, we might have to lift that Onyx connection and pass the data.

@luacmartins luacmartins changed the title [HOLD 45025][Search v2] [App] Create advanced filters [Search v2] [App] Create advanced filters Jul 11, 2024
@luacmartins
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Ready to be worked on!

@Kicu
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Kicu commented Jul 12, 2024

Will start today, possibly bring 1 more person in because I feel this task can be done in parallel.

@melvin-bot melvin-bot bot added the Overdue label Jul 15, 2024
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melvin-bot bot commented Jul 15, 2024

@Kicu, @luacmartins, @MitchExpensify Whoops! This issue is 2 days overdue. Let's get this updated quick!

@MitchExpensify MitchExpensify removed their assignment Jul 16, 2024
@melvin-bot melvin-bot bot removed the Overdue label Jul 16, 2024
@MitchExpensify MitchExpensify added Overdue NewFeature Something to build that is a new item. and removed NewFeature Something to build that is a new item. labels Jul 16, 2024
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melvin-bot bot commented Jul 16, 2024

Triggered auto assignment to @sonialiap (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

@melvin-bot melvin-bot bot added the Weekly KSv2 label Jul 16, 2024
@trjExpensify trjExpensify moved this to Release 3: Fall 2024 (Nov) in [#whatsnext] #expense Jul 23, 2024
@melvin-bot melvin-bot bot added Weekly KSv2 and removed Weekly KSv2 labels Jul 24, 2024
@melvin-bot melvin-bot bot added Weekly KSv2 and removed Weekly KSv2 labels Jul 31, 2024
@luacmartins luacmartins changed the title [Search v2] [App] Create advanced filters [Search v2.1] [App] Create advanced filters Jul 31, 2024
@luacmartins luacmartins moved this from Release 3: Fall 2024 (Nov) to Release 2: Summer 2024 (Aug) in [#whatsnext] #expense Jul 31, 2024
@melvin-bot melvin-bot bot added Weekly KSv2 Awaiting Payment Auto-added when associated PR is deployed to production and removed Weekly KSv2 labels Jul 31, 2024
@melvin-bot melvin-bot bot changed the title [Search v2.1] [App] Create advanced filters [HOLD for payment 2024-08-07] [Search v2.1] [App] Create advanced filters Jul 31, 2024
@melvin-bot melvin-bot bot removed the Reviewing Has a PR in review label Jul 31, 2024
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melvin-bot bot commented Jul 31, 2024

Reviewing label has been removed, please complete the "BugZero Checklist".

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melvin-bot bot commented Jul 31, 2024

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.0.14-6 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

If no regressions arise, payment will be issued on 2024-08-07. 🎊

For reference, here are some details about the assignees on this issue:

  • @Kicu does not require payment (Contractor)
  • @rayane-djouah requires payment (Needs manual offer from BZ)

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melvin-bot bot commented Jul 31, 2024

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

  • [@rayane-djouah] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
  • [@sonialiap] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

@sonialiap
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sonialiap commented Aug 2, 2024

Payment summary:

@rayane-djouah
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Offer accepted, thanks!

@rayane-djouah
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No need for regression test steps for now; they will be added as part of the project.

@melvin-bot melvin-bot bot added Daily KSv2 and removed Weekly KSv2 labels Aug 7, 2024
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melvin-bot bot commented Aug 7, 2024

Payment Summary

Upwork Job

  • Contributor: @Kicu is from an agency-contributor and not due payment
  • ROLE: @rayane-djouah paid $(AMOUNT) via Upwork (LINK)

BugZero Checklist (@sonialiap)

  • 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

@sonialiap
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Paid ✔️

@github-project-automation github-project-automation bot moved this from Release 2: Summer 2024 (Aug) to Done in [#whatsnext] #expense Aug 8, 2024
@luacmartins luacmartins mentioned this issue Aug 23, 2024
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@melvin-bot melvin-bot bot added Reviewing Has a PR in review Weekly KSv2 and removed Daily KSv2 labels Aug 23, 2024
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