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Remove Report Fields Beta #44695

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merged 5 commits into from
Jul 12, 2024
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@neonbhai neonbhai commented Jul 1, 2024

Details

Fixed Issues

$ #44621
PROPOSAL: #44621 (comment)

Tests

Prerequisite: Configure Custom Report Fields for a paid policy.
  1. Open Expensify
  2. Open a Paid Policy Expense Report (submit 2 expenses to a paid policy)
  3. Verify the custom Report Fields can be seen
  • Verify that no errors appear in the JS console

Offline tests

Same as Tests step

QA Steps

Same as Tests step

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.
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  • 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
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    • A similar style doesn't already exist
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  • 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.
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    • 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.

Screenshots/Videos

Android: Native Screenshot 2024-07-02 at 1 58 46 AM
Android: mWeb Chrome Screenshot 2024-07-02 at 2 41 38 AM
iOS: Native Screenshot 2024-07-02 at 2 00 52 AM
iOS: mWeb Safari Screenshot 2024-07-02 at 2 39 45 AM
MacOS: Chrome / Safari Screenshot 2024-07-01 at 3 29 30 AM
MacOS: Desktop Screenshot 2024-07-02 at 3 05 26 AM

@neonbhai neonbhai requested a review from a team as a code owner July 1, 2024 18:58
@melvin-bot melvin-bot bot requested review from c3024 and removed request for a team July 1, 2024 18:58
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melvin-bot bot commented Jul 1, 2024

@c3024 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]

@neonbhai neonbhai marked this pull request as draft July 1, 2024 19:52
@neonbhai neonbhai marked this pull request as ready for review July 8, 2024 03:13
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neonbhai commented Jul 8, 2024

@c3024 PR is ready for your review!

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c3024 commented Jul 9, 2024

@neonbhai

REPORT_FIELDS_FEATURE also appears redundant and can be removed from Permissions. Remove these from CONST as well.

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@c3024 hi, REPORT_FIELDS_FEATURE flows seem to be still be referred as behind a beta, in a comment here.
Are we sure we want to remove these?

This might expose production to the Workspace report fields options, which are still in development

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c3024 commented Jul 11, 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:
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    • 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

Screenshot 2024-07-11 at 11 33 06 AM

Android: mWeb Chrome

Screenshot 2024-07-11 at 11 35 40 AM

iOS: Native

Screenshot 2024-07-11 at 11 25 45 AM

iOS: mWeb Safari

Screenshot 2024-07-11 at 11 27 09 AM

MacOS: Chrome / Safari

Screenshot 2024-07-11 at 11 17 11 AM

MacOS: Desktop

Screenshot 2024-07-11 at 11 22 12 AM

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LGTM!

@melvin-bot melvin-bot bot requested a review from thienlnam July 11, 2024 05:50
@@ -2586,7 +2579,7 @@ function getMoneyRequestReportName(report: OnyxEntry<Report>, policy?: OnyxEntry
const reportFields = isReportSettled ? report?.fieldList : getReportFieldsByPolicyID(report?.policyID ?? '-1');
const titleReportField = getFormulaTypeReportField(reportFields ?? {});

if (titleReportField && report?.reportName && reportFieldsEnabled(report)) {
if (titleReportField && report?.reportName && isPaidGroupPolicyExpenseReport(report)) {
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These checks need to be updated from isPaidGroupPolicyExpenseReport to isControlPolicyExpenseReport

Report fields are going to be a control only feature (unless it's the title field)

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@thienlnam hi, this logic seems to actually check for the title field and return the report name according to formula. So we probably do want this as it is right now?

Same for this line which is creating an optimistic report and getting the title field.

The check on this line and is for showing the Report Fields in the MoneyReportView. Changing this to isControlPolicyExpenseReport means we would hide the title field, since the render logic is coupled with report fields. I could fix it if you suggest (We would change the getAvailableReportFields to two functions, one which returns the title, other handling remaining fields)

If we change the check, it might flag as a regression since Report Fields are still configurable on OldDot for Collect Policies:

Video
Screen.Recording.2024-07-12.at.9.01.23.AM.mov

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Ah yeah that's a fair point about how they are coupled right now. In that case, we probably don't need to do anything right now - we'll handle that later when we remove it from collect polcies

@thienlnam thienlnam merged commit 4a4997c into Expensify:main Jul 12, 2024
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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/thienlnam in version: 9.0.7-3 🚀

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

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🚀 Cherry-picked to staging by https://github.com/thienlnam in version: 9.0.7-4 🚀

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

@Expensify/applauseleads please QA this PR and check it off on the deploy checklist if it passes.

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🚀 Deployed to production by https://github.com/thienlnam in version: 9.0.7-8 🚀

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

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🚀 Deployed to production by https://github.com/mountiny in version: 9.0.8-6 🚀

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

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4 participants