[Due for payment 2025-02-27] [$500] Update default Reports page filters

[puneetlath]

We would like to make the following changes to the default filters on the Reports page:

1. Stop using group-by:report on the “Expenses” default filter. Meaning, if you click “Draft” or "Outstanding" for example, that’s just a list of expenses that are on draft reports. Instead of grouped by Report as they are today.

2. Introduce a “Expense Reports” default to the Reports page LHN which is grouped by report across statuses, including All.

This should all be possible simply by updating the search queries that are used by the default filters on the page.

Discussed here: https://expensify.slack.com/archives/C07NMDKEFMH/p1738888571782459?thread_ts=1738870360.205669&cid=C07NMDKEFMH

Issue Owner

Current Issue Owner: @

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021892701968151064892
• Upwork Job ID: 1892701968151064892
• Last Price Increase: 2025-02-20

[melvin-bot]

Triggered auto assignment to @jliexpensify (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @shawnborton (NewFeature)

[puneetlath]

@shawnborton what icon should we use for the expense reports in the Reports page LHN?

[ishpaul777]

video for actual page, we need icon for the top header as well

413313619-ca3abc3a-d44b-4f60-a915-9c1a3d2527e9.mov

[shawnborton]

Soon we're going to make it so that the query bar always shows on every page, so we won't need any fancy icon for the top of the page. See here for more, #56326

As for the icon in the LHN, you can use our document.svg icon

But actually, do you mind uploading a new document icon (it's slightly skinnier) and using that instead? You can directly overwrite the existing document.svg file so it updates everywhere: document.svg.zip cc @Expensify/design for viz

@puneetlath do we want to call this Expense Reports or just Reports?

[trjExpensify]

I think Expense reports because they're only of type:expense.

[shawnborton]

Cool, works for me!

[ishpaul777]

But actually, do you mind uploading a new document icon (it's slightly skinnier) and using that instead? You can directly overwrite the existing document.svg file so it updates everywhere: document.svg.zip cc @Expensify/design for viz

done 👍

[shawnborton]

Lovely!

[ZhenjaHorbach]

@puneetlath @jliexpensify
Could you assign me here since I reviewed this PR, please ?

[melvin-bot]

⚠️ Could not update price automatically because there is no linked Upwork Job ID. The BZ team member will need to update the price manually in Upwork.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.1.2-1 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• Add grouping by reports functionality in search components #56850

If no regressions arise, payment will be issued on 2025-02-27. 🎊

For reference, here are some details about the assignees on this issue:

• @ZhenjaHorbach requires payment (Needs manual offer from BZ)
• @ishpaul777 requires payment through NewDot Manual Requests

[melvin-bot]

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

• [@ZhenjaHorbach / @ishpaul777] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
• [@jliexpensify] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021892701968151064892

[melvin-bot]

Current assignees @ZhenjaHorbach and @ishpaul777 are eligible for the External assigner, not assigning anyone new.

[jliexpensify]

Payment Summary:

• C: @ishpaul777 $500 (to be paid via ND)
• C+: @ZhenjaHorbach $500 (to be paid via Upworks)

https://www.upwork.com/jobs/~021892701968151064892

LMK if this is incorrect!