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Make autocomplete work with entity ids #51633

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Kicu
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@Kicu Kicu commented Oct 29, 2024

Details

  • this PR implements autocomplete for every filter that is not "plain text" but requires saving some ids of the entity the user actually chosen (from, to, in, tax, cardID)
  • we save the user autocomplete choice and later substitute query with the entity id before sending request to backend (details below)
  • contains very small change to autocomplete parser, and 2 functions which I put into separate files to write tests for them
  • important: this is only expected to work in SearchRouter, SearchPageHeader will still work using old code; I will make this autocomplete work also on Results page in SearchPageHeader but in a separate PR. Doing it in here would make this PR grow way over 1k loc

Detailed autocomplete description

new implementation

  • the main source of truth is still the "plain text" text input value that the users sees
  • in addition any time a user picks (clicks) a choice from autocomplete list, we save data in a substitutionsMap object
  • when we need to process the query we can always correctly substitute a string that user sees in his query with an autocompleteID of the entity that can be stored in URL and sent to backend; these ids can be accountID for a user or reportID for chat/room/report, and some other ids for tags and cards
  • old standardizeQueryJSON function can soon be removed, but this mechanism described above now only works for SearchRouter, whereas input inside SearchHeaderPage still uses the old substitution mechanism, and thus needs the function
  • tests for getQueryWithSubstitutions and getUpdatedSubstitutionsMap should help understand this

Fixed Issues

$ #50976
$ #50947
$ #50944
$ #50943
PROPOSAL:

Tests

  • open SearchRouter via clicking on 🔎 icon or cmd +k shortcut
  • verify that when using contextual search (inside a room) room name is correctly displayed
  • test autocomplete for from:..., to:..., cardID:... and tax:...
  • in every case user should see plain text display name, but backend should receive id instead

Offline tests

QA Steps

  • open SearchRouter via clicking on 🔎 icon or cmd +k shortcut
  • verify that when using contextual search (inside a room) room name is correctly displayed
  • test autocomplete for from:..., to:..., cardID:... and tax:...
  • in every case user should see plain text display name and the search should work

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
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    • I added steps for local testing in the Tests section
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Screenshots/Videos

Android: Native
rec-autocomplete-andr.mp4
screen-autocomplete-andr
Android: mWeb Chrome
iOS: Native
rec-autocomplete-ios.mp4
iOS: mWeb Safari ios
MacOS: Chrome / Safari
rec-autocomplete-web.mp4
MacOS: Desktop

@Kicu Kicu force-pushed the kicu/autocomplete-query-ids branch from 2cc15d1 to e3e559b Compare October 31, 2024 11:54
@Kicu Kicu marked this pull request as ready for review October 31, 2024 12:02
@Kicu Kicu requested a review from a team as a code owner October 31, 2024 12:02
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@rayane-djouah 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 removed the request for review from a team October 31, 2024 12:02
@Kicu Kicu changed the title Autocomplete query ids WIP Make autocomplete work with entity ids Oct 31, 2024
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LGTM

@luacmartins luacmartins self-requested a review October 31, 2024 16:13
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Looking great! Left a few small comments.

NAB: @Expensify/design we might wanna find a way to differentiate between some of these reports. When I search for in:#admin I get a list of different reports, but I have no way of knowing which one is which. Maybe we can append the policy name to it?

Screenshot 2024-10-31 at 1 05 27 PM

src/components/Search/SearchRouter/SearchRouter.tsx Outdated Show resolved Hide resolved
return;
filteredAutocompleteSuggestions = filteredChats.map((chat) => ({
filterKey: CONST.SEARCH.SYNTAX_FILTER_KEYS.IN,
text: chat.text ?? '',
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I think this is ok for now, but we might have to add some more details to the name to help users differentiate multiple reports with the same name, e.g. admin rooms

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I am following the slack thread for this and will ask there

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TLDR this will be implemented as a holistic approach throughout the app, so we decided to do nothing for now.

src/components/Search/SearchRouter/SearchRouter.tsx Outdated Show resolved Hide resolved
src/components/Search/SearchRouter/SearchRouter.tsx Outdated Show resolved Hide resolved
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@luacmartins I definitely think we should distinguish those somehow. Right now that list is basically unusable. There's a million ways we could do that, here are a few ideas:

image

I think I lean towards the simple dot separator pattern: in:#admins • Danny's Donuts. But let's see what @Expensify/design thinks or if they have any other/better ideas.

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luacmartins commented Nov 1, 2024

^ is being discussed here

src/components/Search/SearchRouter/SearchRouterList.tsx Outdated Show resolved Hide resolved

filteredAutocompleteSuggestions = filteredCards.map((card) => ({
filterKey: CONST.SEARCH.SYNTAX_FILTER_KEYS.CARD_ID,
text: card.bank,
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Related to #51633 (review):

When searching for cardID:, I get a list of different cards but it's difficult to differentiate between them:

Screenshot 2024-11-03 at 11 03 27 PM
Screen.Recording.2024-11-03.at.10.31.50.PM.mov

I suggest using CardUtils.getCardDescription(card.cardID.toString()) to format the output as <bank> - <lastFourPAN || Not Activated>:

Suggested change
text: card.bank,
text: CardUtils.getCardDescription(card.cardID.toString()),

Result:

Screenshot 2024-11-03 at 11 03 58 PM
Screen.Recording.2024-11-03.at.10.34.56.PM.mov

Alternatively, we could use card?.nameValuePairs?.cardTitle to display the user-defined nickname for the card:

Suggested change
text: card.bank,
text: card?.nameValuePairs?.cardTitle || card.bank,

Result:

Screenshot 2024-11-03 at 11 02 54 PM
Screen.Recording.2024-11-03.at.10.54.18.PM.mov

@Expensify/design, could we get your input on this?

Note: This issue is also present in the filters page menu item and in the results page header:

Screen.Recording.2024-11-03.at.11.09.52.PM.mov

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Good point. I used the card generating function to not add new code and it looks nice

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Personally I like the idea of doing the last 4 digits with the dot separator: Card name • 1234

I think we're leaning towards a similar solution for rooms that have the same name across workspaces (i.e. #social, #admins, etc.

Definitely want to hear from the rest of @Expensify/design though.

Also, does the query syntax for this need to be cardID: or could it just be card:?

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Interesting, for this idea @dannymcclain:

Personally I like the idea of doing the last 4 digits with the dot separator:

The way I understand it is that if you don't give the card a nickname, the card's default name includes the last four. But if you give it a custom nickname, you can overwrite the card name and put whatever you want there.

I think I lean towards just doing something that uses the card name exactly as it appears in the cards table, so if there is a nickname, use that. But if not, use the default name (e.g. Expensify Card - 1234

This way we don't have to worry about any custom naming logic here, we just use whatever is in the table. Thoughts?

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Ahh yeah ok that makes sense! I didn't realize it worked that way. Totally down for that approach in that case!

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and @dannymcclain it is possible to changed cardID: into card: but it requires a bit of work and would best be coordinated with backend.
@luacmartins if making this change it would be best to switch it all across the grammar I think

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There is no 4 last digits shown in this case, but I can add them.

What about the Expensify Cards table? Can you show us what some of those entries look like, especially ones without nicknames?

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@luacmartins if making this change it would be best to switch it all across the grammar I think

yea, we can do this. I imagine we might wanna change some others, like taxRate to tax-rate and expenseType to expense-type. I'll spin up an issue to address that separately. Created issue here #51966

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@shawnborton sorry for my ignorance, but having never worked with the card related code I'm not sure I know how to properly simulate expensify cards 😅

Here are screenshots of 2 different methods of generating name

1. same as in wallet page

screen-cards1 ### 2. using card `title` or `bank` screen-cards2

The 3rd one from the top is what I believe is an "expensify card" since I set the bank name to Expensify Bank.
If that doesn't answer the question, then I need @luacmartins help

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Oh man I am torn here... the Wallet naming seems to make the most sense to me at first, but then we run into the issue where we use the generic name for Expensify Cards and thus all unnamed Expensify Cards would look the same right? Let's see if @luacmartins has any thoughts here.

src/components/Search/SearchRouter/SearchRouter.tsx Outdated Show resolved Hide resolved
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Kicu commented Nov 4, 2024

@luacmartins @rayane-djouah I addressed I believe all the comments, with 2 special notes:

  • about report/room names, there is a conversation on slack where it was decided to leave them as they are for now, because they will get a better display in future across the app, @JmillsExpensify confirmed this
  • about something looking differently in SearchPage - my next (and hopefully last) step is to move all this functionality to SearchPage results as well and share the code, so that in there everything looks and behaves the same in regards to autocomplete. That will come in a separate PR

Please re-check.

@luacmartins luacmartins self-requested a review November 5, 2024 19:58
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luacmartins previously approved these changes Nov 5, 2024
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LGTM and tests well! Nice job. @rayane-djouah all yours

src/components/Search/SearchRouter/SearchRouter.tsx Outdated Show resolved Hide resolved
const alreadyAutocompletedKeys: string[] = [];
ranges.forEach((range) => {
if (!autocompleteType || range.key !== autocompleteType) {
return;
}
alreadyAutocompletedKeys.push(range.value.toLowerCase());
});

let filteredAutocompleteSuggestions: AutocompleteItemData[] | undefined;
switch (autocompleteType) {
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NAB: the switch block could be refactored to reduce code duplication by using a helper function

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yes, but I suggest I do this in a separate PR, similarly how i described it here: #51633 (comment)

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Bug:

Autocomplete Option for "You" Missing

Action Performed:

  1. Typed from:<your current account email>

Expected Result:

An autocomplete option should be available for the current account, similar to the "from" filter selector page.

Actual Result:

There is no autocomplete option for "You."

Reproduction Video
Screen.Recording.2024-11-06.at.11.34.20.AM.mov

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Bug: I noticed that the autocomplete options for "from," "to," and "in" are not sorted by most recent, unlike the filter selector pages.

Filter selector autocomplete
Screenshot 2024-11-06 at 12 00 54 PM Screenshot 2024-11-06 at 12 01 06 PM
Screenshot 2024-11-06 at 12 01 53 PM Screenshot 2024-11-06 at 12 02 07 PM
Screenshot 2024-11-06 at 12 02 48 PM Screenshot 2024-11-06 at 12 03 00 PM

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Kicu commented Nov 6, 2024

@rayane-djouah

I noticed that the autocomplete options for "from," "to," and "in" are not sorted by most recent,

About this I'm not sure how they should be sorted. This sort order is already merged on main and I didn't really change the logic of how the options are generated.

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I'm not sure how they should be sorted.

We could use a similar approach to what is implemented in the filter selector pages:

const {options, areOptionsInitialized} = useOptionsList({
shouldInitialize: didScreenTransitionEnd,
});
const [isSearchingForReports] = useOnyx(ONYXKEYS.IS_SEARCHING_FOR_REPORTS, {initWithStoredValues: false});
const [selectedOptions, setSelectedOptions] = useState<OptionData[]>([]);
const [searchTerm, debouncedSearchTerm, setSearchTerm] = useDebouncedState('');
const cleanSearchTerm = useMemo(() => searchTerm.trim().toLowerCase(), [searchTerm]);
const defaultOptions = useMemo(() => {
if (!areOptionsInitialized) {
return defaultListOptions;
}
return OptionsListUtils.getFilteredOptions({
reports: options.reports,
personalDetails: options.personalDetails,
selectedOptions,
excludeLogins: CONST.EXPENSIFY_EMAILS,
maxRecentReportsToShow: 0,
});
}, [areOptionsInitialized, options.personalDetails, options.reports, selectedOptions]);
const chatOptions = useMemo(() => {
return OptionsListUtils.filterOptions(defaultOptions, cleanSearchTerm, {
selectedOptions,
excludeLogins: CONST.EXPENSIFY_EMAILS,
maxRecentReportsToShow: CONST.IOU.MAX_RECENT_REPORTS_TO_SHOW,
});
}, [defaultOptions, cleanSearchTerm, selectedOptions]);

const defaultOptions = useMemo(() => {
if (!areOptionsInitialized || !isScreenTransitionEnd) {
return defaultListOptions;
}
return OptionsListUtils.getSearchOptions(options, '', undefined, false);
}, [areOptionsInitialized, isScreenTransitionEnd, options]);
const chatOptions = useMemo(() => {
return OptionsListUtils.filterOptions(defaultOptions, cleanSearchTerm, {
selectedOptions,
excludeLogins: CONST.EXPENSIFY_EMAILS,
maxRecentReportsToShow: 0,
});
}, [defaultOptions, cleanSearchTerm, selectedOptions]);

The sorting for reports and personalDetails is handled in the getOptions function here:

// Sorting the reports works like this:
// - Order everything by the last message timestamp (descending)
// - When searching, self DM is put at the top
// - All archived reports should remain at the bottom
const orderedReportOptions = lodashSortBy(filteredReportOptions, (option) => {
const report = option.item;
if (option.private_isArchived) {
return CONST.DATE.UNIX_EPOCH;
}
if (searchValue) {
return [option.isSelfDM, report?.lastVisibleActionCreated];
}
return report?.lastVisibleActionCreated;
});
orderedReportOptions.reverse();

// PersonalDetails should be ordered Alphabetically by default - https://github.com/Expensify/App/issues/8220#issuecomment-1104009435
allPersonalDetailsOptions = lodashOrderBy(allPersonalDetailsOptions, [(personalDetail) => personalDetail.text?.toLowerCase()], 'asc');
}

const [cardList = {}] = useOnyx(ONYXKEYS.CARD_LIST);
const cardAutocompleteList = Object.values(cardList ?? {}).map((card) => card.bank);
const cardAutocompleteList = Object.values(cardList);
const personalDetailsForParticipants = usePersonalDetails();
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I believe the issue arises from using usePersonalDetails instead of OptionsListUtils.getFilteredOptions for "from" and "to"

text: participant.name,
autocompleteID: participant.accountID,
}));
break;
}
case CONST.SEARCH.SYNTAX_FILTER_KEYS.IN: {
const filteredChats = searchOptions.recentReports
.filter((chat) => chat.text?.toLowerCase()?.includes(autocompleteValue.toLowerCase()))
.sort((chatA, chatB) => (chatA > chatB ? 1 : -1))
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for "in", we're correctly using OptionsListUtils.getSearchOptions, but here we override the sort logic.

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This sort order is already merged on main and I didn't really change the logic of how the options are generated.

Yes, I agree that this is not a blocker for this PR, as it stems from #51237. I just wanted to mention it in case you'd like to address it now. Otherwise, it seems fine to handle it in a follow-up PR.

@luacmartins
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I think those are NAB and we can address them in a follow up. Up to you @Kicu

@Kicu
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Kicu commented Nov 6, 2024

@rayane-djouah will be looking into your comments tomorrow, for now I added a missing toLowerCase and now the matching is slightly better. It should now match your "You" user better if you type in, butI think it won't match by email. Because we use only 1 field: name so it might be either an email or displayName but not both.

Will try to figure out tomorrow if we can do it better, but I would also like to try to push forward this PR

@Kicu
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Kicu commented Nov 6, 2024

@luacmartins if you're happy with how this works then I'd prefer to merge and then start a new PR that will fix everything together and improve the code.

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Sounds good. Let's push this PR forward then and address those in a follow up. @rayane-djouah

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Reviewing it again now

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Reviewing again...

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LGTM and tests well

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Bug (Reproducible on Staging, Not a Blocker for This PR):

  1. Type cardID: or in: and select the first option
  2. Type ,
  3. Observe that the selected option remains visible in the autocomplete list.
Screen.Recording.2024-11-06.at.7.37.32.PM.mov

Note: This issue does not occur with from, to, or taxRate:

Screen.Recording.2024-11-06.at.7.38.12.PM.mov

Note: The issue also occurs with "tag":

Screen.Recording.2024-11-06.at.7.39.35.PM.mov

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
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    • 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)
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Screenshots/Videos

Android: Native
Screen.Recording.2024-11-06.at.7.55.27.PM.mov
Android: mWeb Chrome
Screen.Recording.2024-11-06.at.7.53.26.PM.mov
iOS: Native
Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-11-06.at.19.51.30.mp4
iOS: mWeb Safari
Simulator.Screen.Recording.-.iPhone.15.Pro.Max.-.2024-11-06.at.19.53.04.mp4
MacOS: Chrome / Safari
Screen.Recording.2024-11-06.at.7.32.37.PM.mov
MacOS: Desktop
Untitled.mov

@melvin-bot melvin-bot bot requested a review from luacmartins November 6, 2024 19:00
@luacmartins
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Gonna merge this one. @Kicu let's address the comments above in a follow up!

@luacmartins luacmartins merged commit c755314 into Expensify:main Nov 6, 2024
17 of 19 checks passed
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OSBotify commented Nov 6, 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.

@Kicu
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Kicu commented Nov 7, 2024

will link when I have a PR fixing all these things 👍

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github-actions bot commented Nov 7, 2024

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.0.59-0 🚀

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

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7 participants