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Reorganize the Search Filters page into clearer sections and add a filter search - #104668

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JS00001 merged 20 commits into
Expensify:mainfrom
Krishna2323:krishna2323/104330-reorganize-filters
Oct 27, 2026
Merged

JS00001 merged 20 commits into
Expensify:mainfrom
Krishna2323:krishna2323/104330-reorganize-filters

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@Krishna2323

@Krishna2323 Krishna2323 commented Oct 22, 2026 •

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Explanation of Change

Reorganizes the Search Filters list for Expense, Expense report, Invoice, and Trip into seven sections: Core, Details, Card transactions, Report fields, Report actions, Exports, and Withdrawals.

  • Moves Keyword up to the Core section.
  • Renames the Invoice date filter to Created date.
  • Adds a Search filters input on both the web popover and mobile page.
  • Filters by name while keeping matches grouped in their original sections.
  • Shows No results found when there are no matches.
  • On web, clears the right pane if its selected filter no longer matches the search.

Fixed Issues

$ #104330
PROPOSAL: N/A

Tests

  1. Go to Spend > Expenses and click Filters.
  2. Verify Keyword is the last row in the Core section, right after Workspace if it is shown.
  3. Verify the filters appear in this order:
    • Core: Core filters, including Workspace and Keyword
    • Details: Amount, Currency, Date, etc.
    • Card transactions: Card, Feed, Posted, etc.
    • Report fields: Report ID, Report field, Custom field 1, Custom field 2
    • Report actions: Submitted, Rejected, Held, Approved, Any approval, Paid, Paid by
    • Exports: Exported, Exported to
    • Withdrawals
  4. Use an account with no cards. Verify the Card transactions section is hidden and there are no consecutive dividers.
  5. Change Type to Invoice. Verify:
    • The date filter is labelled Created date.
    • Total, Title, and Report ID no longer appear with the report action dates.
  6. Type paid in the search input. Verify only Paid and Paid by appear, each in its own section.
  7. Type xyz. Verify No results found appears and the right pane is empty (web only).
  8. Clear the search input. Verify the full filter list returns.
  9. On a narrow layout, open Filters, type paid, open Paid, then go back. Verify paid remains in the search input.
  10. Verify that no errors appear in the JS console.

Offline Tests

  • Repeat the tests above while offline. Verify the filter list and search work as expected.

QA Steps

  • Repeat the tests above.

  • Verify that no errors appear in the JS console

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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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 used JaimeGPT to get English > Spanish translation. I then posted it 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.
    • 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 followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • 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.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • 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 new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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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  • 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.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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
android_native.mp4
Android: mWeb Chrome
android_chrome.mp4
iOS: Native
ios_mWeb.mp4
iOS: mWeb Safari
ios_native.mp4
MacOS: Chrome / Safari
web_chrome.mp4

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
@melvin-bot

melvin-bot Bot commented Oct 22, 2026

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Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx bun ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx bun ./scripts/generateTranslations.ts --compare-ref main

@Krishna2323 Krishna2323 changed the title Krishna2323/104330 reorganize filters Reorganize the Search Filters page into clearer sections and add a filter search Oct 22, 2026
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
…mpty state

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
…ers empty state

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
@JmillsExpensify

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Assigning @daledah to help with prompt review of the PR when it's ready.

…ilter after clearing

Signed-off-by: krishna2323 <belivethatkg@gmail.com>
Signed-off-by: krishna2323 <belivethatkg@gmail.com>
@Krishna2323
Krishna2323 marked this pull request as ready for review October 25, 2026 21:07
@Krishna2323
Krishna2323 requested review from a team as code owners October 25, 2026 21:07
@melvin-bot
melvin-bot Bot requested review from JS00001, JmillsExpensify and gijoe0295 and removed request for a team October 25, 2026 21:07
@melvin-bot

melvin-bot Bot commented Oct 25, 2026

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@gijoe0295 @JS00001 One of you needs to 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 October 25, 2026 21:07
@chatgpt-codex-connector

chatgpt-codex-connector Bot commented Oct 25, 2026 •

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Codex Review Summary

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2cb47a5 Draft marked ready
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@Krishna2323
Krishna2323 removed the request for review from gijoe0295 October 25, 2026 21:08
@Krishna2323

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@gijoe0295 sorry for the bump, @daledah will review this one.

@daledah

daledah commented Oct 26, 2026

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@JmillsExpensify @JS00001 could you please help to run Generate static translations GitHub workflow here?

@daledah

daledah commented Oct 26, 2026

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@Krishna2323 Native: the first tap on a filter row only closes the keyboard

bug.mov

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Love thinking about this. That feels right to me, though we can also hash it out in another PR. I've created a separate issue for it here: #105134

@JmillsExpensify

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Everything else looks good to me, including the recent changes. @Krishna2323 are you ready for another round of reviews?

@Krishna2323

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Yes, it's ready for review.

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🚧 JmillsExpensify has triggered a test Expensify/App build. You can view the workflow run here.

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Tests really well on my end

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LGTM

Comment thread src/libs/SearchUIUtils.ts Resolved
@JS00001

JS00001 commented Oct 27, 2026

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Also, please pull main to fix per ftests

@JS00001

JS00001 commented Oct 27, 2026

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nice work!

@JS00001
JS00001 merged commit c97b9e4 into Expensify:main Oct 27, 2026
40 of 41 checks passed
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🚧 JS00001 has triggered a test Expensify/App build. You can view the workflow run here.

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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/JS00001 in version: 9.5.24-1 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 cancelled 🔪
🍎 iOS 🍎 cancelled 🔪

@MelvinBot

MelvinBot commented Oct 27, 2026 •

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A help site update is needed. I created Docs updates for E/A#104668 Update Paid by filter position for expense reports.

This PR moved Paid by on the Expense Report type so it now sits directly below Paid. That made this sentence in Using Reports in New Expensify wrong:

On the Expense Report type, this sits directly below Paid status. On the Expense type, it sits directly below Paid.

The docs PR changes it to:

On both the Expense and Expense Report types, this sits directly below Paid.

I confirmed the new order in the live web UI. The other changes don't need docs updates. No article names the section order, the moved Keyword filter, or the invoice Date filter. The new Search filters field doesn't make any article wrong.

@Krishna2323, please review the linked help site PR and confirm it reflects the current behavior. Then mark the linked help site PR Ready for review


view run · view recording

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Deploy Blocker #105197 was identified to be related to this PR.

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🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.5.24-8 🚀

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

Bundle Size Analysis (Sentry):

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10 participants