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refactor: add dedicated ExpenseReportSearchView#94822

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mountiny merged 6 commits into
Expensify:mainfrom
callstack-internal:perf/search-s6-report-view
Jul 2, 2026
Merged

refactor: add dedicated ExpenseReportSearchView#94822
mountiny merged 6 commits into
Expensify:mainfrom
callstack-internal:perf/search-s6-report-view

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@BartekObudzinski

@BartekObudzinski BartekObudzinski commented Jun 29, 2026

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Explanation of Change

This adds a dedicated ExpenseReportSearchView for the expense-report search type (the report view, no group-by), composing the shared useSearchListViewState hook and SearchListViewLayout chrome over BaseSearchList (the same pattern as ExpenseFlatSearchView). The router now dispatches the expense-report type to it instead of the legacy SearchList shell.

Reports render ExpenseReportListItem rows. Selection is tracked at the child-transaction level (plus empty reports), so the selection counts flatten each report's transactions rather than counting the report rows. Report rows do not animate their exit (only grouped expenses do).

Fixed Issues

$ #95033

Tests

  1. Open the Search tab and run a search that returns expense reports (the Reports type, no group-by).
  2. Verify the report rows render the same as before.
  3. Click a row and verify it opens the report as before.
  4. Select a few transactions across different reports and verify the selected count and the select-all state are correct (the count reflects transactions, not report rows).
  5. Long press a report row and verify it behaves the same as before.
  6. Switch to another search type (expenses, chats) and back, and verify each list still renders correctly.
  • Verify that no errors appear in the JS console

Offline tests

  1. Go offline.
  2. Open the report search and verify the list still renders and rows remain tappable.

QA Steps

Same as tests.

  • 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
  • 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 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 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)
  • 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)
  • 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.
  • 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.
  • 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
Screen.Recording.2026-07-01.at.11.49.57.mov
Android: mWeb Chrome
iOS: Native
flow-1-chat.mp4
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-07-01.at.10.59.50.mov

…rt-view

# Conflicts:
#	src/components/Search/index.tsx
@codecov

codecov Bot commented Jul 1, 2026

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Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/components/Search/ChatSearchView.tsx 100.00% <ø> (ø)
src/components/Search/ExpenseGroupedSearchView.tsx 61.11% <ø> (-0.43%) ⬇️
src/components/Search/ExpenseReportSearchView.tsx 100.00% <100.00%> (ø)
src/components/Search/index.tsx 0.72% <0.00%> (-0.01%) ⬇️
... and 10 files with indirect coverage changes

@BartekObudzinski BartekObudzinski marked this pull request as ready for review July 1, 2026 12:10
@BartekObudzinski BartekObudzinski requested review from a team as code owners July 1, 2026 12:10
@melvin-bot melvin-bot Bot requested review from JmillsExpensify and daledah July 1, 2026 12:10
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@codex review

@melvin-bot melvin-bot Bot removed the request for review from a team July 1, 2026 12:11
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melvin-bot Bot commented Jul 1, 2026

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@daledah 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]

@melvin-bot melvin-bot Bot requested review from a team and mountiny and removed request for a team July 1, 2026 12:11
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@mountiny 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]

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Codex Review: Didn't find any major issues. Chef's kiss.

Reviewed commit: b574590d41

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✅ Web verification passed

Verified on the web build of this PR branch (perf/search-s6-report-view). All requested checks passed with no JS console errors.

Step Result
Open the Search tab
Run a search with the Reports type (no group-by) POST /api/Search? and POST /api/OpenSearchPage? → 200
Report rows render ✅ Report row shows Date / Status / Title / From / Total / Action columns
Clicking a row opens the report POST /api/OpenReport? → 200, report detail opened

Reports search results (report rows render):
Reports search results showing report rows (no group-by)

After clicking a report row (report opens):
Report opened after clicking a report row

More screenshots

Reports search empty state:
Reports search empty state

Search/Spend tab with the Reports sub-tab:
Search/Spend tab with Reports sub-tab

Verified with a $10.00 test expense on a fresh account. The Reports (report view) list rendered ExpenseReportListItem rows as expected and the row remained tappable, opening the report detail.

@JmillsExpensify JmillsExpensify left a comment

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No product review required.

);
} else if (isExpenseReportType) {
searchListContent = (
<ExpenseReportSearchView

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Nit: The ExpenseReportSearchView and ExpenseFlatSearchView invocations share 16 of 18 identical prop assignments. I think we should consider extracting the common props into a shared object and spreading it onto each view.

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@VickyStash @TMisiukiewicz Yeah maybe something to follow up on

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@mountiny @BartekObudzinski should be back on Monday and can work on this follow-up

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Applied in clean up pr #95370

@daledah

daledah commented Jul 1, 2026

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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 that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • 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 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 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)
  • 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)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • 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.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-07-01.at.23.25.47.mov

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There's only one minor comment remaining. Other than that, the changes LGTM.

@BartekObudzinski

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OOO until next week 👋 If anything comes up, I've asked the callstack team to keep an eye on things. Thanks!

Comment on lines +232 to +233

ExpenseReportSearchView.displayName = 'ExpenseReportSearchView';

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Suggested change
ExpenseReportSearchView.displayName = 'ExpenseReportSearchView';

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Done in 5d274ee

# Conflicts:
#	src/components/Search/index.tsx
);
} else if (isExpenseReportType) {
searchListContent = (
<ExpenseReportSearchView

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@VickyStash @TMisiukiewicz Yeah maybe something to follow up on

@mountiny mountiny merged commit e279578 into Expensify:main Jul 2, 2026
35 checks passed
@OSBotify

OSBotify commented Jul 2, 2026

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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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github-actions Bot commented Jul 2, 2026

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

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OSBotify commented Jul 3, 2026

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🚀 Deployed to staging by https://github.com/mountiny in version: 9.4.27-1 🚀

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

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🤖 Help site review: no docs changes required

I reviewed the changes in this PR against Expensify's help site content under App/docs/articles, applying HELPSITE_NAMING_CONVENTIONS.md, HELP_AUTHORING_GUIDELINES.md, and TEMPLATE.md.

Conclusion: No help site updates are needed, so I did not create a draft docs PR.

Why: This is a purely internal refactor. It adds a dedicated ExpenseReportSearchView component and rewires the Search router to dispatch the expense-report search type to it (the same pattern already used by ExpenseFlatSearchView), replacing the legacy SearchList shell.

  • No user-facing behavior changes — the PR's own test steps confirm rows "render the same as before", open the report "as before", and long-press "behaves the same as before".
  • No new or changed UI copy, labels, tab names, buttons, or feature names — the only translate reference in the diff is a Jest mock in the new test file.
  • Help site articles document product features and workflows; nothing user-visible changed here for those articles to reflect.

If a user-visible change to the Search experience is intended (new labels, new grouping options, changed flows), let me know and I'll scope the specific articles that would need updating.

@OSBotify

OSBotify commented Jul 6, 2026

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🚀 Deployed to production by https://github.com/grgia in version: 9.4.27-2 🚀

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

Bundle Size Analysis (Sentry):

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7 participants