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Fix filtering attendees names in the Reports page#79498

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lakchote merged 37 commits intomainfrom
lucien/fix-attendees-search
Jan 21, 2026
Merged

Fix filtering attendees names in the Reports page#79498
lakchote merged 37 commits intomainfrom
lucien/fix-attendees-search

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@lakchote lakchote commented Jan 13, 2026

Explanation of Change

Allows filtering by attendees name in the Reports page.

Screen.Recording.2026-01-13.at.16.53.30.mov

Fixed Issues

$ #79422
PROPOSAL:

Tests

  • Verify that no errors appear in the JS console

Prerequisite: Account has at least one workspace.
Prerequisite 2: "Rules" and "Attendee Tracking" enabled.

  1. Open the Expensify app.
  2. Open workspace chat.
  3. Click + > Create expense > Manual.
  4. Enter amount > Next.
  5. On confirm page, click Attendee field.
  6. Enter name (not email), select it and save it.
  7. Finish the expense creation flow.
  8. Navigate to "Reports" > "Expenses"
  9. Tap on "Filters" and select the "Attendee" filter.
  10. Note that a list with attendees to select is displayed, but the attendee added with a name, can´t be found.

Expected Result:
Attendee added to an expense with a name, should be visible on the list displayed when trying to apply "Attendee" filter on "Reports".

Offline tests

NA

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

  • Verify that no errors appear in the JS console

Same as in tests

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 / Chrome
    • iOS / native
    • iOS / 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 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
    • If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
      • 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(themeColors.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 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 author checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

@lakchote lakchote self-assigned this Jan 13, 2026
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codecov bot commented Jan 13, 2026

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/libs/OptionsListUtils/index.ts 76.65% <100.00%> (+1.60%) ⬆️
src/libs/SearchQueryUtils.ts 69.68% <100.00%> (+0.04%) ⬆️
src/libs/actions/IOU/index.ts 67.66% <100.00%> (+0.23%) ⬆️
...hAdvancedFiltersPage/SearchFiltersAttendeePage.tsx 0.00% <ø> (ø)
src/hooks/useSearchSelector.base.ts 0.00% <0.00%> (ø)
...pages/iou/request/MoneyRequestAttendeeSelector.tsx 0.00% <0.00%> (ø)
...nListWithSections/Search/UserSelectionListItem.tsx 0.00% <0.00%> (ø)
src/pages/Search/AdvancedSearchFilters.tsx 0.00% <0.00%> (ø)
...nents/Search/SearchFiltersParticipantsSelector.tsx 0.00% <0.00%> (ø)
... and 10 files with indirect coverage changes

@lakchote lakchote force-pushed the lucien/fix-attendees-search branch from 1fd6f9e to 89ddbbb Compare January 14, 2026 12:41
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cc @eVoloshchak if you want to take a look already

@lakchote lakchote changed the title [HOLD Backend PR] Fix filtering attendees names in the Reports page Fix filtering attendees names in the Reports page Jan 16, 2026
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🚧 @lakchote has triggered a test Expensify/App build. You can view the workflow run here.

@lakchote lakchote marked this pull request as ready for review January 16, 2026 09:57
@lakchote lakchote requested review from a team as code owners January 16, 2026 09:57
@melvin-bot melvin-bot bot requested review from JmillsExpensify and jjcoffee and removed request for a team January 16, 2026 09:57
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@lakchote, TypeScript Check is failing

Should be solved now

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eVoloshchak commented Jan 19, 2026

Prettier check 😄

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@eVoloshchak now something merged to main made lint fail, see this action run for another PR: https://github.com/Expensify/App/actions/runs/21161587343/job/60857126815

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eVoloshchak commented Jan 20, 2026

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 there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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.ts 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.
  • 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
Screen.Recording.2026-01-20.at.14.41.37.mov
Android: mWeb Chrome
Screen.Recording.2026-01-20.at.13.24.34.mov
iOS: HybridApp
Screen.Recording.2026-01-20.at.13.19.37.mov
iOS: mWeb Safari
Screen.Recording.2026-01-20.at.12.29.57.mov
MacOS: Chrome / Safari
Screen.Recording.2026-01-20.at.12.01.33.mov

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LGTM!

@melvin-bot melvin-bot bot requested a review from MonilBhavsar January 20, 2026 13:44
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melvin-bot bot commented Jan 20, 2026

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

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #79498.

Android 🤖 iOS 🍎
⏩ SKIPPED ⏩ ⏩ SKIPPED ⏩
The build for Android was skipped The build for iOS was skipped
Web 🕸️
https://79498.pr-testing.expensify.com
Web

👀 View the workflow run that generated this build 👀

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@MonilBhavsar please review it when you can, thanks 🙏 !

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on it!

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Nice!
Left NAB's. Feel free to merge

const selectedAccountIDs = selectedOptions.map((option) => (option.accountID ? option.accountID.toString() : undefined)).filter(Boolean) as string[];
onFiltersUpdate(selectedAccountIDs);
let selectedIdentifiers: string[];

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Suggested change

return !!option;
});
let preSelectedOptions: OptionData[];

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Suggested change

Comment on lines +326 to +329
if (!participant) {
return undefined;
}
return getSelectedOptionData(participant);
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Suggested change
if (!participant) {
return undefined;
}
return getSelectedOptionData(participant);
if (participant) {
return getSelectedOptionData(participant);
}
return undefined;

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Merging to move forward with this!

@lakchote lakchote merged commit 19ae17a into main Jan 21, 2026
35 checks passed
@lakchote lakchote deleted the lucien/fix-attendees-search branch January 21, 2026 16:58
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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/lakchote in version: 9.3.6-0 🚀

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

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🚀 Deployed to production by https://github.com/Beamanator in version: 9.3.6-4 🚀

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

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5 participants