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Implement the policy report fields creation flow #44275

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rezkiy37
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@rezkiy37 rezkiy37 commented Jun 24, 2024

Details

The PR introduces a new flow to create a report field. Confirmed translations here.

Fixed Issues

$ #43684
PROPOSAL: N/A

Tests

Note: the feature works only on the staging server for now.
Note: the feature is under the beta (reportFieldsFeature).

Text type

  1. Open the report fields page.
  2. Click on "Add field".
  3. Select the "Text" type.
  4. Enter any name.
  5. Enter an initial value (optional).
  6. Click on "Save".
  7. Verify that the report field is correctly shown in the list

Date type

  1. Open the report fields page.
  2. Click on "Add field".
  3. Enter any name.
  4. Select the "Date" type.
  5. Verify the date row has appeared and the value is "Current date".
  6. Click on "Save".
  7. Verify that the report field is correctly shown in the list

List type

  1. Open the report fields page.
  2. Click on "Add field".
  3. Enter any name.
  4. Select the "List" type.
  5. Verify the list values row has appeared.
  6. Click on the row.
  7. Verify that the empty content view is shown.
  8. Click on "Add value".
  9. Create a few more values.
  10. Verify that the list values are correctly shown in the list
  11. Verify that bulk actions work properly.
  12. Click on a value row.
  13. Verify that you can edit the value.
  14. Go back to the main creation page.
  15. Select a default list value.
  16. Click on "Save".
  17. Verify that the report field is correctly shown in the list.

Error cases

  1. Verify that you cannot create a new report field if the same name already exists.
  2. Verify that you cannot add a new list value if the same name already exists.
  • Verify that no errors appear in the JS console

Offline tests

Same as "Tests".

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
    • 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.
    • 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.js 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 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.

Screenshots/Videos

Android: Native
Android.mp4
Android: mWeb Chrome
Android.Chrome.mp4
iOS: Native
IOS.mp4
iOS: mWeb Safari
IOS.Safari.mp4
MacOS: Chrome / Safari
Chrome.mp4
MacOS: Desktop
Desktop.1.mp4
Desktop.2.mp4

commit 99eede8
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 17:02:48 2024 +0200

    fix ts error

commit 931ae8c
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:37:18 2024 +0200

    fix name

commit 4cecf53
Merge: 1a48c84 2526e31
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:36:35 2024 +0200

    Merge branch 'main' of https://github.com/rezkiy37/Expensify into feature/43684-report-fields-creating-flow

commit 1a48c84
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:30:57 2024 +0200

    integrate list of values

commit 5b33862
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:08:29 2024 +0200

    integrate add new report field

commit 75ab729
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:07:54 2024 +0200

    create ListValuesSelector

commit 16bb5ac
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:07:47 2024 +0200

    create ListValuesSelectorModal

commit c80252d
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 16:07:31 2024 +0200

    integrate shouldClearOnClose for TextSelectorModal

commit a5a4061
Merge: 1987234 5f45b4c
Author: Mykhailo Kravchenko <[email protected]>
Date:   Mon Jun 24 11:43:14 2024 +0200

    Merge branch 'main' of https://github.com/rezkiy37/Expensify into feature/43684-report-fields-creating-flow

commit 1987234
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 18:58:03 2024 +0200

    add rightLabel for date

commit d38ba2d
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 16:04:59 2024 +0200

    prepare list values form

commit 473629c
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:48:38 2024 +0200

    use setInitialCreateReportFieldsForm

commit bfdd2b9
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:48:20 2024 +0200

    create report fields actions file

commit 19226bc
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:22:57 2024 +0200

    rework date value

commit ed7f7dc
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:22:23 2024 +0200

    add translations

commit 2ffc376
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:12:37 2024 +0200

    clarify comments

commit e1b931f
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:11:38 2024 +0200

    integrate alternative text for type picker

commit 2532fa5
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:06:02 2024 +0200

    pass subtitles

commit 2d94a2d
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:05:52 2024 +0200

    support subtitle in TypeSelectorPicker

commit 7e3a26c
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 15:05:17 2024 +0200

    add padding for subtitle of TextSelectorModal

commit d52f20e
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 14:53:49 2024 +0200

    support subtitle in TextPicker

commit a25217f
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 14:52:20 2024 +0200

    add translations

commit b8295a4
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 14:27:43 2024 +0200

    rename to list

commit 8ea203c
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 14:24:40 2024 +0200

    use list text

commit ca31ef8
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 12:25:54 2024 +0200

    test

commit 46b7d4a
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 12:25:41 2024 +0200

    test

commit 2070fea
Author: Mykhailo Kravchenko <[email protected]>
Date:   Fri Jun 21 12:21:53 2024 +0200

    test

commit 951d7c2
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 17:37:12 2024 +0200

    reset initial value on type change

commit bf86638
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 17:18:56 2024 +0200

    add input ref

commit cffa2d5
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 17:08:19 2024 +0200

    fix refs

commit 9638f48
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 16:59:01 2024 +0200

    fix default value of data picker

commit a21d8b0
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 16:46:52 2024 +0200

    integrate DateSelector

commit 8a30dc5
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 16:30:43 2024 +0200

    remove label type

commit 206f3d6
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 15:58:59 2024 +0200

    improve TypeSelector props

commit 6a4342c
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 15:52:11 2024 +0200

    add translations

commit 66f5555
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 15:12:56 2024 +0200

    rename

commit c6fb5d9
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 15:09:13 2024 +0200

    integrate draft creation of report field

commit 1ea2d2e
Merge: d41223a 5bbbb11
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 14:56:04 2024 +0200

    Merge branch 'feature/43678-report-fields-on-more-features-page' of https://github.com/rezkiy37/Expensify into feature/43684-report-fields-creating-flow

commit d41223a
Merge: e135c2f 526ba21
Author: Mykhailo Kravchenko <[email protected]>
Date:   Thu Jun 20 14:55:43 2024 +0200

    Merge branch 'feat-43677-report-fields-main-page' of https://github.com/waterim/Expnesify into feature/43684-report-fields-creating-flow

commit e135c2f
Author: Mykhailo Kravchenko <[email protected]>
Date:   Wed Jun 19 15:30:09 2024 +0200

    create and connect CreatePolicyReportFieldPage

commit ecd4360
Merge: 1c5af2a 18999b8
Author: Mykhailo Kravchenko <[email protected]>
Date:   Wed Jun 19 15:08:18 2024 +0200

    Merge branch 'feat-43677-report-fields-main-page' of https://github.com/waterim/Expnesify into feature/43684-report-fields-creating-flow

commit 1c5af2a
Merge: d5d1e04 eab52fb
Author: Mykhailo Kravchenko <[email protected]>
Date:   Wed Jun 19 14:35:39 2024 +0200

    Merge branch 'feature/43678-report-fields-on-more-features-page' of https://github.com/rezkiy37/Expensify into feature/43684-report-fields-creating-flow

commit d5d1e04
Merge: 904d49d 67563a1
Author: Mykhailo Kravchenko <[email protected]>
Date:   Wed Jun 19 14:34:36 2024 +0200

    Merge branch 'feat-43677-report-fields-main-page' of https://github.com/waterim/Expnesify into feature/43684-report-fields-creating-flow
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melvin-bot bot commented Jun 24, 2024

Hey! I see that you made changes to our Form component. Make sure to update the docs in FORMS.md accordingly. Cheers!

@rezkiy37
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Original PR - #44089.

@rezkiy37
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rezkiy37 commented Jul 2, 2024

Screenshot 2024-07-02 at 8 21 41 PM BUG: App crashes on selecting optimistic entry
  1. Go offline.
  2. Try to add a report field
  3. Try to select the added report field.
  4. See the crash

Fixed - a78985e.

@rezkiy37
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rezkiy37 commented Jul 2, 2024

Screenshot 2024-07-02 at 8 26 16 PM BUG: Deleted item doesn't get removed from selection
  1. In the list view, select the checkbox of the item you want to delete.
  2. Click on the item to open the item detail page.
  3. Click on Delete and confirm the delete

Fixed - 05d3319.

@rezkiy37
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rezkiy37 commented Jul 2, 2024

BUG: Noticing some flicker in the report field list while adding the new report fields

Fixed - e005d47.

@shubham1206agra
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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 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:
    • 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.
  • 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
Android: mWeb Chrome
Screen.Recording.2024-07-03.at.6.40.17.PM.mov
iOS: Native
Screen.Recording.2024-07-03.at.6.49.03.PM.mov
iOS: mWeb Safari
Screen.Recording.2024-07-03.at.6.29.54.PM.mov
MacOS: Chrome / Safari
Screen.Recording.2024-07-03.at.6.23.29.PM.mov
MacOS: Desktop
Screen.Recording.2024-07-03.at.6.42.25.PM.mov

@rezkiy37 rezkiy37 requested a review from mountiny July 3, 2024 14:28
@mountiny mountiny merged commit 685d3f7 into Expensify:main Jul 3, 2024
16 checks passed
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OSBotify commented Jul 3, 2024

✋ 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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OSBotify commented Jul 3, 2024

🚀 Deployed to staging by https://github.com/mountiny in version: 9.0.4-0 🚀

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

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OSBotify commented Jul 4, 2024

🚀 Cherry-picked to staging by https://github.com/tgolen in version: 9.0.4-5 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 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/Julesssss in version: 9.0.5-13 🚀

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

@OSBotify
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🚀 Deployed to production by https://github.com/thienlnam in version: 9.0.6-8 🚀

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

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7 participants