#26126: Tag picker sections #27765

BeeMargarida · 2023-09-19T10:47:56Z

Details

2nd PR for wave 6: tags. Contains:

Tag picker for more than 8 tags (search bar and sections)
Saves selected tag in iou
Sends selected tag to backend

This requires using staging server and add policy tags to a policy. I asked in the wave 6 chat, but this can also be mocked.

Mock data

Go to a workspace page
Copy the workspace/policyID in the URL
In AuthScreens add the following code to the componentDidMount:

Onyx.set('policyTags_<POLICY ID>', {
    Department: {
        name: "Department",
        tags: {
            Accounting: {name: 'Accounting', enabled: true},
            Engineering: {name: 'Engineering', enabled: true},
            HR: {name: 'HR', enabled: true},
            Marketing: {name: 'Marketing', enabled: true},
        }
    }
});
Onyx.set('policyRecentlyUsedTags_<POLICY ID>', {
    "Department:" ["Engineering"]
});

Fixed Issues

$ #26126

Tests

NOTE: use the mock setup mentioned above and/or use staging server.

Start a Money Request from inside the workspace report
Choose any of the selectors
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears and allow to select a tag
Search for a tag and it should filter
Select a tag and verify that it goes back and shows the selected tag

Start a Money Request from inside the workspace report
Choose any of the selectors and select a workspace (one with tags set up)
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears
Select a tag
Select a tag and verify that it goes back and shows the selected tag
Click the tag menu item again
The selected tag should appear below the search bar as selected
Select another tag
Verify that it goes back and shows the selected tag

Start a Money Request from inside the workspace report
Choose any of the selectors and select a workspace (one with tags set up)
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears
Select a tag
Verify that it goes back and shows the selected tag
Save the request money
Start another money request
Click that tag menu item
See that the tag previously selected in the other money request appears in the "Recent" section
Create another money request with another tag
Repeat steps 9-12

Start a Money Request from inside the workspace report
Choose any of the selectors and select a workspace (one with tags set up)
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears
Select a tag
Verify that it goes back and shows the selected tag
Save the request money
Start another money request
Click that tag menu item
See that the tag previously selected in the other money request appears in the "Recent" section
Create another money request with another tag
Repeat steps 9-12
Create another money request with the last tag in the "recent" section
Repeat steps 9-11
Check that the previously selected tag appears in the first place of the "recent" section.

Verify that no errors appear in the JS console

Offline tests

Same as above

QA Steps

Start a Money Request from inside the workspace report
Choose any of the selectors
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears and allow to select a tag
Search for a tag and it should filter
Select a tag and verify that it goes back and shows the selected tag

Start a Money Request from inside the workspace report
Choose any of the selectors and select a workspace (one with tags set up)
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears
Select a tag
Select a tag and verify that it goes back and shows the selected tag
Click the tag menu item again
The selected tag should appear below the search bar as selected
Select another tag
Verify that it goes back and shows the selected tag

Start a Money Request from inside the workspace report
Choose any of the selectors and select a workspace (one with tags set up)
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears
Select a tag
Verify that it goes back and shows the selected tag
Save the request money
Start another money request
Click that tag menu item
See that the tag previously selected in the other money request appears in the "Recent" section
Create another money request with another tag
Repeat steps 9-12

Start a Money Request from inside the workspace report
Choose any of the selectors and select a workspace (one with tags set up)
Open the 'show more' section
Click on the Tag menu item (should have the name of the tag type - example "Department")
See that the tag menu picker appears
Select a tag
Verify that it goes back and shows the selected tag
Save the request money
Start another money request
Click that tag menu item
See that the tag previously selected in the other money request appears in the "Recent" section
Create another money request with another tag
Repeat steps 9-12
Create another money request with the last tag in the "recent" section
Repeat steps 9-11
Check that the previously selected tag appears in the first place of the "recent" section.

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Web

w_t.mp4

Mobile Web - Chrome

wc_t.mp4

Mobile Web - Safari

ws_t.mp4

Desktop

desk_t.mp4

iOS

ios_t.mp4

Android

android_t.mp4

…g_picker_sections

rezkiy37

Left a few comments.

src/components/MoneyRequestConfirmationList.js

src/components/TagPicker/index.js

src/libs/OptionsListUtils.js

rezkiy37 · 2023-09-19T11:38:19Z

tests/unit/OptionsListUtilsTest.js

+                        keyForList: 'Engineering',
+                        searchText: 'Engineering',
+                        tooltipText: 'Engineering',
+                        isDisabled: true,


Can you confirm that we need to show disabled tags if they they are not parents? Because, for categories, we should hide disabled ones.

What do you mean parents? If you mean what you have in categories like 'Food > Meat', there isn't that in tags

Good. It is much easier 😅
But, anyway, should the app show disabled tags or hide?

Good question,I think it's hide, due to this part in the design doc.

Should only show if the disabled tag was already picked, and should disappear if unpicked.

BeeMargarida · 2023-09-19T13:18:07Z

Recent commits to the branch are not showing here, it looks like a GH problem.

rezkiy37

LGTM!

lukemorawski

Looks solid! Just one minor comment :)

src/libs/OptionsListUtils.js

melvin-bot · 2023-09-19T16:03:34Z

@burczu 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]

burczu

Added two tiny little comments - in general code looks good.

src/libs/OptionsListUtils.js

src/libs/actions/IOU.js

burczu · 2023-09-20T08:21:26Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
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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
If a new component is created I verified that:
- A similar component doesn't exist in the codebase
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Screenshots/Videos

Web

27765-web.mov

Mobile Web - Chrome

27765-web-chrome.mov

Mobile Web - Safari

27765-web-safari.mov

Desktop

27765-desktop.mov

iOS

Screen.Recording.2023-09-20.at.13.13.56.mov

Android

27765-android.mov

BeeMargarida · 2023-09-20T08:38:11Z

Updated!

burczu

Reviewed, tested and approved.

amyevans

Looking great just a few small fixes!

src/libs/actions/IOU.js

src/components/TagPicker/index.js

BeeMargarida · 2023-09-20T13:56:48Z

@amyevans Updated!

OSBotify · 2023-09-20T14:19:10Z

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

OSBotify · 2023-09-22T14:01:35Z

🚀 Deployed to staging by https://github.com/amyevans in version: 1.3.73-0 🚀

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

OSBotify · 2023-09-25T09:36:26Z

🚀 Deployed to production by https://github.com/mountiny in version: 1.3.73-1 🚀

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

OSBotify · 2023-09-25T10:08:36Z

🚀 Deployed to staging by https://github.com/amyevans in version: 1.3.74-0 🚀

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

OSBotify · 2023-09-28T18:50:57Z

🚀 Deployed to production by https://github.com/chiragsalian in version: 1.3.74-3 🚀

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

alitoshmatov · 2023-12-06T08:29:05Z

src/components/TagPicker/index.js

+    const initialFocusedIndex = useMemo(() => {
+        if (isTagsCountBelowThreshold && selectedOptions.length > 0) {
+            return _.chain(policyTagList)
+                .values()
+                .findIndex((policyTag) => policyTag.name === selectedOptions[0].name, true)
+                .value();
+        }


Disabled tags should have been filtered out. It caused this issue: #30465

BeeMargarida added 15 commits September 8, 2023 14:02

feat: add tag support to getNewChatOptions

6c17f2b

fix: add missing jsdoc

a45d61a

Merge branch 'feat/26126-tag_menu_item_and_picker' into feat/26126-ta…

1f44b95

…g_picker_sections

Merge branch 'feat/26126-tag_menu_item_and_picker' into feat/26126-ta…

99a5d2e

…g_picker_sections

Merge branch 'main' into feat/26126-tag_picker_sections

a2b1759

feat: build sections and show search input

4fdefef

fix: conditional check

e2f1dc9

fix: adapt to policyRecentlyUsedTags

b94b226

Merge branch 'main' into feat/26126-tag_picker_sections

accee61

fix: use another approach for fetching report

6a47b41

Merge branch 'main' into feat/26126-tag_picker_sections

fb47dec

feat: save IOU tag and send it in API request

b4fff89

fix: lint errors

eee0d51

feat: move update logic outside picker

68a757f

Merge branch 'main' into feat/26126-tag_picker_sections

d601800

rezkiy37 reviewed Sep 19, 2023

View reviewed changes

BeeMargarida added 3 commits September 19, 2023 14:06

fix: filter out disabled tags

e98ca80

refactor: reorder

df3ee73

Merge branch 'main' into feat/26126-tag_picker_sections

ccda254

revert: reorder

8b4245f

rezkiy37 approved these changes Sep 19, 2023

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lukemorawski approved these changes Sep 19, 2023

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src/libs/OptionsListUtils.js Show resolved Hide resolved

BeeMargarida added 2 commits September 19, 2023 17:02

refactor: simplify

1cd6b03

fix: prettuer

9662822

BeeMargarida marked this pull request as ready for review September 19, 2023 16:03

BeeMargarida requested a review from a team as a code owner September 19, 2023 16:03

melvin-bot bot requested review from burczu and removed request for a team September 19, 2023 16:03

refactor: simplify

118a791

burczu reviewed Sep 20, 2023

View reviewed changes

src/libs/OptionsListUtils.js Outdated Show resolved Hide resolved

src/libs/actions/IOU.js Outdated Show resolved Hide resolved

fix: change variable names

43aa9e7

Merge branch 'main' into feat/26126-tag_picker_sections

56efc68

burczu approved these changes Sep 20, 2023

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melvin-bot bot requested a review from amyevans September 20, 2023 11:15

amyevans requested changes Sep 20, 2023

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src/libs/actions/IOU.js Outdated Show resolved Hide resolved

src/libs/actions/IOU.js Outdated Show resolved Hide resolved

src/components/TagPicker/index.js Outdated Show resolved Hide resolved

src/components/TagPicker/index.js Outdated Show resolved Hide resolved

BeeMargarida added 3 commits September 20, 2023 14:45

fix: check for recentlyUsedPolicyTags and default value

ec0ffa6

refactor: rename getNewChatOptions to getFilteredOptions

2f4c295

fix: adapt to null value

993b4c2

amyevans approved these changes Sep 20, 2023

View reviewed changes

amyevans merged commit d00a4d6 into Expensify:main Sep 20, 2023
13 checks passed

OSBotify mentioned this pull request Sep 22, 2023

Deploy Checklist: New Expensify 2023-09-22 #28013

Closed

96 tasks

lanitochka17 mentioned this pull request Sep 23, 2023

IOU Tag - Tag section does not show up in the split confirmation screen #28069

Closed

6 tasks

melvin-bot bot mentioned this pull request Sep 25, 2023

[HOLD for payment 2023-10-02] [Wave 6: Tags] CRITICAL - Tag Menu Item and Tag Picker UI #26126

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2 tasks

This was referenced Sep 25, 2023

Deploy Checklist: New Expensify DUPE 2023-09-25 #28118

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Deploy Checklist: New Expensify 2023-09-25 #28119

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alitoshmatov reviewed Dec 6, 2023

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alitoshmatov mentioned this pull request Dec 6, 2023

[HOLD for payment 2023-12-04] [$500] [Wave 6: Tags] In the Tag list, two tags are highlighted at the same time #30465

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6 tasks

bernhardoj mentioned this pull request Dec 18, 2023

[$500] Assign task - Can not add assignee email that doesn't have a NewDot account yet #33236

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#26126: Tag picker sections #27765

#26126: Tag picker sections #27765

BeeMargarida commented Sep 19, 2023 •

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#26126: Tag picker sections #27765

#26126: Tag picker sections #27765

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Details

Fixed Issues

Tests

Offline tests

QA Steps

PR Author Checklist

Screenshots/Videos

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