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[Payment due @daledah] Add receipt-type filter on the Search (Spend) page#94129

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JS00001 merged 20 commits into
Expensify:mainfrom
allgandalf:search-receipt-type-filter
Jun 26, 2026
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[Payment due @daledah] Add receipt-type filter on the Search (Spend) page#94129
JS00001 merged 20 commits into
Expensify:mainfrom
allgandalf:search-receipt-type-filter

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@allgandalf

@allgandalf allgandalf commented Jun 21, 2026

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Explanation of Change

Adds a receipt-type filter to the Search (Spend) advanced filters, modeled on the existing "Expense type" filter. It lets users filter expenses by the kind of receipt they have, with three values: eReceipt, Itemized, and Hotel.

The query sends the receiptType key with values ereceipt/itemized/hotel to the backend, which does the matching. This PR covers the frontend only: the search grammar (receipt-type: parses to the receiptType filter key), the advanced filter row + dedicated multi-select page, autocomplete, query parse/build (including negation), display labels, and translations in every supported language.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/647827
PROPOSAL:

Tests

  1. Go to Search (Spend) and open Filters
  2. Tap the "Receipt type" row
  3. Verify the options are eReceipt, Itemized, and Hotel
  4. Select one or more values and save
  5. Verify the search updates and the query shows receipt-type: with the selected values
  6. Type receipt-type:hotel directly in the search bar and verify it is parsed and applied as a filter
  7. Type -receipt-type:hotel and verify it is applied as a negated filter (excludes hotel receipts)
  • Verify that no errors appear in the JS console

Offline tests

  1. Go offline
  2. Open Search (Spend) > Filters > Receipt type and select a value
  3. Verify the selection is saved and reflected in the query
  4. Go back online and verify the results load for the selected filter

QA Steps

  1. Go to Search (Spend) and open Filters
  2. Tap the "Receipt type" row and verify the options are eReceipt, Itemized, and Hotel
  3. Select Hotel, save, and verify only expenses with a hotel receipt are shown
  4. Verify typing receipt-type:itemized in the search bar filters to itemized receipts
  5. Verify -receipt-type:hotel excludes hotel receipts
  • 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)
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    • 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
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  • 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)
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    • 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)
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  • 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.
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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.
  • 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.

@melvin-bot

melvin-bot Bot commented Jun 21, 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 ts-node ./scripts/generateTranslations.ts --help

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

@allgandalf allgandalf marked this pull request as ready for review June 21, 2026 14:26
@allgandalf allgandalf requested review from a team as code owners June 21, 2026 14:26
@melvin-bot melvin-bot Bot requested review from a team, abdulrahuman5196 and flaviadefaria and removed request for a team June 21, 2026 14:26
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@abdulrahuman5196 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 joekaufmanexpensify and removed request for a team June 21, 2026 14:26
@codecov

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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/CONST/index.ts 94.07% <ø> (ø)
src/SCREENS.ts 100.00% <ø> (ø)
src/components/Search/FilterComponents/index.tsx 0.00% <ø> (ø)
src/hooks/useAdvancedSearchFilters.ts 97.80% <ø> (ø)
...avigation/linkingConfig/RELATIONS/SEARCH_TO_RHP.ts 100.00% <ø> (ø)
src/libs/SearchQueryUtils.ts 87.87% <100.00%> (+0.17%) ⬆️
src/types/form/SearchAdvancedFiltersForm.ts 100.00% <ø> (ø)
...gation/AppNavigator/ModalStackNavigators/index.tsx 6.45% <0.00%> (-0.01%) ⬇️
src/libs/SearchAutocompleteUtils.ts 60.79% <50.00%> (-0.26%) ⬇️
src/hooks/useAutocompleteSuggestions.ts 67.41% <25.00%> (-0.98%) ⬇️
... and 6 more
... and 14 files with indirect coverage changes

});
}, [allReceiptTypes, translate]);

const updateReceiptTypeFilter = useCallback((values: ReceiptTypeValues) => updateAdvancedFilters({receiptType: values}), []);

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❌ CLEAN-REACT-PATTERNS-0 (docs)

React Compiler is enabled and automatically memoizes closures based on their captured variables, so wrapping updateReceiptTypeFilter in useCallback is redundant.

Replace the useCallback with a plain function:

const updateReceiptTypeFilter = (values: ReceiptTypeValues) => updateAdvancedFilters({receiptType: values});

Reviewed at: 46f3fb7 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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💡 Codex Review

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Reviewed commit: 8dbce6a3d4

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Comment on lines +1116 to +1119
if (isNegated) {
filtersForm[FILTER_KEYS.RECEIPT_TYPE_NOT] = receiptTypeValues;
} else {
filtersForm[FILTER_KEYS.RECEIPT_TYPE] = receiptTypeValues;

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P2 Badge Clear negated receipt types when applying positive selections

When the URL contains a negated receipt filter such as -receipt-type:hotel, this stores receiptTypeNot in the advanced-filter form, but the new Receipt type picker only reads/writes receiptType. If the user then opens Filters, selects Hotel, and applies, the stale receiptTypeNot is preserved and buildQueryStringFromFilterFormValues emits both -receiptType:hotel and receiptType:hotel, making the search unsatisfiable. Clear the opposite receipt-type field when converting or applying a positive selection, or surface the negated state in the picker.

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Fixed in de91640. A positive receipt-type selection now drops those values from receiptTypeNot, so the same value can't end up in both receiptType and -receiptType.

@allgandalf allgandalf marked this pull request as ready for review June 26, 2026 13:40
@allgandalf allgandalf requested a review from JS00001 June 26, 2026 13:43

const [searchAdvancedFiltersForm, searchAdvancedFiltersFormResult] = useOnyx(ONYXKEYS.FORMS.SEARCH_ADVANCED_FILTERS_FORM);
const initiallySelectedItems = searchAdvancedFiltersForm?.receiptType
?.filter((receiptType) => Object.values(CONST.SEARCH.RECEIPT_TYPE).includes(receiptType as ValueOf<typeof CONST.SEARCH.RECEIPT_TYPE>))

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❌ PERF-13 (docs)

Object.values(CONST.SEARCH.RECEIPT_TYPE) is called inside the .filter() callback but does not depend on the receiptType iterator variable, so it rebuilds the same array on every iteration. Iterator-independent calls inside array methods produce redundant O(n) work that should be hoisted out of the loop.

Hoist the lookup once (ideally as a Set for O(1) membership) before iterating:

const validReceiptTypes = new Set<string>(Object.values(CONST.SEARCH.RECEIPT_TYPE));
const initiallySelectedItems = searchAdvancedFiltersForm?.receiptType
    ?.filter((receiptType) => validReceiptTypes.has(receiptType))
    .map((receiptType) => {
        const receiptTypeName = translate(getReceiptTypeTranslationKey(receiptType as ValueOf<typeof CONST.SEARCH.RECEIPT_TYPE>));
        return {name: receiptTypeName, value: receiptType};
    });

Reviewed at: 57c0ec6 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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done in b29c110, hoisted it to a Set before the filter.

@JS00001 JS00001 requested a review from daledah June 26, 2026 13:46

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Reviewed commit: 9ad7564afd

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case CONST.SEARCH.SYNTAX_FILTER_KEYS.HAS:
case CONST.SEARCH.SYNTAX_FILTER_KEYS.IS:
case CONST.SEARCH.SYNTAX_FILTER_KEYS.EXPENSE_TYPE:
case CONST.SEARCH.SYNTAX_FILTER_KEYS.RECEIPT_TYPE:

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P2 Badge Clear receiptTypeNot on the generic picker path

Fresh evidence after the follow-up fix: SearchAdvancedFiltersBase still routes every filter row through ROUTES.SEARCH_ADVANCED_FILTERS_CONTENT, so this generic multiselect is the path used from the Filters list, not the dedicated receipt-type page. When the current query contains -receipt-type:hotel, this path only merges {receiptType: ['hotel']} and leaves the existing receiptTypeNot in the draft filters; applying then serializes both -receiptType:hotel and receiptType:hotel, making the search unsatisfiable for that selected value.

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good catch, the dedicated page isn't the path the Filters list uses. fixed in 1c31e9a, the generic content page (SearchAdvancedFiltersContentBase) now drops the conflicting values from receiptTypeNot when a positive receipt-type selection is applied.

@daledah

daledah commented Jun 26, 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
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  • If any new file was added I verified that:
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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)
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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.
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  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
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  • 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-resize.mp4
Android: mWeb Chrome
android-mweb-resize.mp4
iOS: HybridApp
ios-resize.mp4
iOS: mWeb Safari
ios-mweb-resize.mp4
MacOS: Chrome / Safari
web-resize.mp4

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The failing checks are not related to this PR. The code changes LGTM and are well tested.

@melvin-bot melvin-bot Bot changed the title Add receipt-type filter on the Search (Spend) page [Payment due @daledah] Add receipt-type filter on the Search (Spend) page Jun 26, 2026
@melvin-bot

melvin-bot Bot commented Jun 26, 2026

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🎯 @daledah, thanks for reviewing and testing this PR! 🎉

A payment issue will be created for your review once this PR is deployed to production.
E/E issue linked to the PR - https://www.github.com/Expensify/Expensify/issues/647827.

If payment is not needed (e.g., regression PR review fix etc), react with 👎 to this comment to prevent the payment issue from being created.

@JS00001

JS00001 commented Jun 26, 2026

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@allgandalf can you try pulling main please?

@allgandalf allgandalf requested a review from JS00001 June 26, 2026 16:23
@allgandalf

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@JS00001 done!

@JS00001 JS00001 merged commit 92333d2 into Expensify:main Jun 26, 2026
36 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: 9.4.21-2 🚀

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

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4 participants