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feat: date range filter UI and year picker fix (#81501)#85313

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neil-marcellini merged 26 commits intoExpensify:mainfrom
btkcodedev:btkcodedev/81501RangeUI-V2
Apr 1, 2026
Merged

feat: date range filter UI and year picker fix (#81501)#85313
neil-marcellini merged 26 commits intoExpensify:mainfrom
btkcodedev:btkcodedev/81501RangeUI-V2

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@btkcodedev btkcodedev commented Mar 15, 2026

Explanation of Change

Added a new Range date filter option with dual side-by-side calendars for easier date range selection across all search date filters (Date, Approved, Paid, Submitted, Withdrawn, Posted, Exported).

Key Improvements

  1. New Range Mode: Users can now select date ranges using two calendars displayed side-by-side (desktop) or stacked (mobile/sidebar)

  2. Two-Date Validation: Enforces that both From and To dates must be selected when using Range mode, preventing incomplete date ranges

  3. Consistent Display: Date ranges are now displayed as "Range: Jan 1, 2024 - Jan 31, 2024" entries in filter lists and titles

  4. Auto-Detection: When both After and Before dates exist on page load, it automatically switches to Range mode for better UX

  5. Responsive Layouts:

    • Desktop popup: Side-by-side calendars with 660px popover width
    • Sidebar filters: Vertically stacked calendars
    • Mobile: Vertically stacked with full-screen view
  6. Updated workflow: Custom Date and Custom Range are added for splitting one filter at a time

Fixed Issues

$ #81501
PROPOSAL: #81501 (comment)

Tests

Test Steps

Range Mode - Desktop Popup

  1. Navigate to reports and click on date filter in the top filter bar
  2. Click on the "Custom Range" option from the menu
  3. Verify two calendars appear side-by-side in the popover (width ~660px)
  4. Select a "From" date in the left calendar
  5. Select a "To" date in the right calendar
  6. Verify the range text appears below the calendars showing "Range: [date] - [date]"
  7. Click "Apply" and verify the filter bar shows "[date] - [date]"

Range Mode - Sidebar Filters

  1. Navigate to Reports > Filters options from top bar
  2. Click on any date filter (Date, Approved, Paid, Submitted, Withdrawn, Posted, Exported)
  3. Click on the "Custom Range" option from the menu
  4. Verify two calendars are stacked vertically and responsive (one above the other)
  5. Select dates in both calendars
  6. Verify the range text appears showing "Range: [date] - [date]"
  7. Click "Save" and "Apply results", verify with the range displayed matches the resulted items

Two-Date Validation

  1. Open any date filter and select "Custom Range" mode
  2. Select only a "From" date (leave "To" empty)
  3. Click "Apply" or "Save"
  4. Verify an error message appears: "Please select dates for both From and To"
  5. Select a "To" date to complete the range
  6. Click "Apply" or "Save" and verify it saves successfully

Individual After/Before Editing

  1. Open Custom Date filter
  2. Click "After" (not Range) and select a date
  3. Click "Save"
  4. Verify the filter displays as "After [date]"
  5. Re-open the filter and click "Before"
  6. Select a date and verify "Before" option is still accessible
  7. Verify individual After/Before can still be set and edited separately
  8. If range is applied the custom date filter is automatically discarded

Mobile/Narrow Layout

  1. Resize browser to mobile width (<= 768px) or test on mobile device
  2. Click on any date filter
  3. Select "Custom Range" option
  4. Verify calendars are stacked vertically in full-screen modal
  5. Verify range text appears at bottom center of modal
  6. Verify "Reset" and "Apply" buttons span full width at bottom

Android & iOS - Select year when keyboard is opened

  1. Navigate to reports and click on the date filter in the top filter bar
  2. Click on the "Custom Range" option from the menu
  3. Change the year for the From or To calendars
  4. When the keyboard appears, try to select another year from the list (without double-clicking)
  5. Select a "From" date & select a "To" date in the calendars
  6. Verify the range text appears below the calendars, showing "Range: [date] - [date]"
  7. Click "Apply" and verify the filter is applied

Android - Search - Change dates multiple times

  1. Navigate to reports and click on date filter in the top filter bar
  2. Click on the "Custom Range" option from the menu
  3. Select a "From" date and select other date multiple times
  4. Verify that none of the dates disappear after multiple changes
  5. Click "Apply" and verify the filter is applied
  • Verify that no errors appear in the JS console

Offline tests

Same as above

QA Steps

Design verification

Verify that the designs are as given in the issue section

Range Mode - Desktop Popup

  1. Navigate to reports and click on any date filter in the top filter bar
  2. Click on the "Custom Range" option from the menu
  3. Verify two calendars appear side-by-side in the popover (width ~660px)
  4. Select a "From" date in the left calendar
  5. Select a "To" date in the right calendar
  6. Verify the range text appears below the calendars showing "Range: [date] - [date]"
  7. Click "Apply" and verify the filter bar shows "Range: [date] - [date]"

Range Mode - Sidebar Filters

  1. Navigate to Reports > Filters options from top bar
  2. Click on any date filter (Date, Approved, Paid, Submitted, Withdrawn, Posted, Exported)
  3. Click on the "Custom Range" option from the menu
  4. Verify two calendars are stacked vertically and responsive (one above the other)
  5. Select dates in both calendars
  6. Verify the range text appears showing "Range: [date] - [date]"
  7. Click "Save" and "Apply results", verify with the range displayed matches the resulted items

Two-Date Validation

  1. Open any date filter and select "Custom Range" mode
  2. Select only a "From" date (leave "To" empty)
  3. Click "Apply" or "Save"
  4. Verify an error message appears: "Please select dates for both From and To"
  5. Select a "To" date to complete the range
  6. Click "Apply" or "Save" and verify it saves successfully

Individual After/Before Editing

  1. Open Custom Date filter
  2. Click "After" (not Range) and select a date
  3. Click "Save"
  4. Verify the filter displays as "After [date]"
  5. Re-open the filter and click "Before"
  6. Select a date and verify "Before" option is still accessible
  7. Verify individual After/Before can still be set and edited separately
  8. If range is applied the custom date filter is automatically discarded

Mobile/Narrow Layout

  1. Resize browser to mobile width (<= 768px) or test on mobile device
  2. Click on any date filter
  3. Select "Custom Range" option
  4. Verify calendars are stacked vertically in full-screen modal
  5. Verify range text appears at bottom center of modal
  6. Verify "Reset" and "Apply" buttons span full width at bottom

Android & iOS - Select year when keyboard is opened

  1. Navigate to reports and click on the date filter in the top filter bar
  2. Click on the "Custom Range" option from the menu
  3. Change the year for the From or To calendars
  4. When the keyboard appears, try to select another year from the list (without double-clicking)
  5. Select a "From" date & select a "To" date in the calendars
  6. Verify the range text appears below the calendars, showing "Range: [date] - [date]"
  7. Click "Apply" and verify the filter is applied

Android - Search - Change dates multiple times

  1. Navigate to reports and click on date filter in the top filter bar
  2. Click on the "Custom Range" option from the menu
  3. Select a "From" date and select other date multiple times
  4. Verify that none of the dates disappear after multiple changes
  5. Click "Apply" and verify the filter is applied
  • 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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • 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 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 used JaimeGPT to get English > Spanish translation. I then posted it 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)
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  • 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
  • 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 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)
  • 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.
  • 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.

Screenshots/Videos

Android: Native
SVID_20260401_222642_1.mp4
Android: mWeb Chrome
SVID_20260401_222422_1.mp4
iOS: Native
Screen.Recording.2026-04-01.at.10.37.21.PM.mov
iOS: mWeb Safari
Screen.Recording.2026-04-01.at.10.41.55.PM.mov
MacOS: Chrome / Safari
Screen.Recording.2026-04-01.at.9.55.53.PM.mov

@btkcodedev btkcodedev requested review from a team as code owners March 15, 2026 21:36
@melvin-bot melvin-bot bot requested review from Pujan92 and trjExpensify March 15, 2026 21:36
@melvin-bot melvin-bot bot requested review from a team and removed request for a team March 15, 2026 21:36
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melvin-bot bot commented Mar 15, 2026

@Pujan92 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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melvin-bot bot commented Mar 15, 2026

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:

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

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melvin-bot bot commented Mar 15, 2026

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

@melvin-bot melvin-bot bot requested review from joekaufmanexpensify and removed request for a team March 15, 2026 21:36
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Note for reviewer, IOS testing still in progress, I've done a small workaround for YearPicker autofocus, adding disableautofocus prop, will try for better fix parellely

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💡 Codex Review

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Reviewed commit: 66ac605396

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Comment on lines +37 to +38
const fromMaxDate = toValue ? new Date(toValue) : CONST.CALENDAR_PICKER.MAX_DATE;
const toMinDate = fromValue ? new Date(fromValue) : CONST.CALENDAR_PICKER.MIN_DATE;
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P1 Badge Parse range boundary dates in local time

Using new Date(toValue) / new Date(fromValue) for yyyy-MM-dd strings makes the boundary dates UTC-based, which shifts them by one day in non-UTC timezones. Because these values are passed as maxDate/minDate to CalendarPicker, users west of UTC can be blocked from selecting the visible boundary day (for example, a selected to date can make the same calendar day unavailable in the from picker). This regression is specific to timezone context but affects core range selection behavior.

Useful? React with 👍 / 👎.

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codecov bot commented Mar 15, 2026

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/components/DatePicker/CalendarPicker/Day.tsx 100.00% <100.00%> (ø)
src/components/DatePicker/CalendarPicker/index.tsx 82.47% <100.00%> (+0.18%) ⬆️
src/components/Search/SearchLoadingSkeleton.tsx 100.00% <100.00%> (ø)
.../Search/SearchPageHeader/DatePickerFilterPopup.tsx 0.00% <ø> (ø)
...ts/Search/SearchPageHeader/useSearchActionsBar.tsx 14.75% <ø> (ø)
src/hooks/useSearchFilterSync.ts 100.00% <100.00%> (ø)
src/libs/DateUtils.ts 68.21% <100.00%> (+0.94%) ⬆️
src/types/form/SearchAdvancedFiltersForm.ts 100.00% <ø> (ø)
...mponents/Search/FilterDropdowns/DropdownButton.tsx 93.33% <66.66%> (+0.22%) ⬆️
src/CONST/index.ts 93.65% <0.00%> (-1.52%) ⬇️
... and 13 more
... and 15 files with indirect coverage changes

@trjExpensify trjExpensify removed the request for review from joekaufmanexpensify March 16, 2026 10:36
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trjExpensify previously approved these changes Mar 16, 2026
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Adding "Range" was an agreed product change in #convert. 👍

<View
// Prevent Android from flattening this View, which can cause
// background color changes (day selection) to not trigger a native repaint.
collapsable={false}
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@Pujan92 Pujan92 Mar 18, 2026

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I think this isn't required, inline styles for backgroundColor and text color are enough.

// Always provide an explicit backgroundColor so Android (which
// does not reset a property when the style changes to {})
// correctly transitions the selection highlight on every render.
{backgroundColor: selected ? theme.success : 'transparent'},
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Suggested change
{backgroundColor: selected ? theme.success : 'transparent'},
{backgroundColor: selected ? theme.success : theme.transparent},

headerMessage,
maxLength: 4,
inputMode: CONST.INPUT_MODE.NUMERIC,
disableAutoFocus: Platform.OS === CONST.PLATFORM.ANDROID,
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This doesn't look like a correct change, we need to fix it properly as it is working for other CalendarPicker places.

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Working on it, still couldn't find the cause clearly

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We need to use keyboardShouldPersistTaps="handled" for the ScrollView in the DateSelectPopup and DateFilterBase component as suggested by Melvin here. It works well.

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Plz test and then we can revert this file(YearPickerModal) changes.

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Pujan92 commented Mar 18, 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 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 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
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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
am1.webm
Android: mWeb Chrome
iOS: HybridApp
Simulator.Screen.Recording.-.iPhone.15.Pro.-.2026-03-25.at.22.04.16.mov
iOS: mWeb Safari
Simulator.Screen.Recording.-.iPhone.15.Pro.-.2026-03-25.at.22.33.33.mov
MacOS: Chrome / Safari
Screen.Recording.2026-03-25.at.21.59.56.mov

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  1. Updated manual test steps
  2. Merged with the latest main
  3. Tested again end-to-end
Mac OS Chrome

Screen.Recording.2026-03-29.at.1.06.39.PM.mov

iOS

Screen.Recording.2026-03-29.at.1.37.44.PM.mov

Android

HnVideoEditor_2026_03_29_132548730.mp4

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Thank you for your updates and applying my requested changes. It's looking pretty good, but there are still some merge conflicts.

Also, please update the manual test videos in the pull request description, showing that you tested the new cases for the previous deploy blockers. For android native it looks like the last video was from March 16.

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NAB: This is not a blocker for merging, but we should really extract some of the sub components to separate files and try to split out separate components as much as possible until each component is very easy to understand on its own and then ideally it's also easy to understand how they relate.

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Comment on lines +99 to +103
/** Callback when date values change */
onDateValuesChange?: (dateValues: SearchDateValues) => void;

/** Backward-compatible alias for onDateValuesChange */
onDateValueChange?: (dateValues: SearchDateValues) => void;
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Why do we need both of these. Can we consolidate into onDateValuesChange instead?

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@btkcodedev
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  1. Cleared conflicts
  2. Tested again end-to-end and updated description videos
    Updated all - MacOS Chrome, iOS native, iOS mWeb, Android native, and Android mWeb

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I think it's good to go. Thanks!

@neil-marcellini neil-marcellini merged commit e2e8c86 into Expensify:main Apr 1, 2026
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github-actions bot commented Apr 1, 2026

🚧 @neil-marcellini has triggered a test Expensify/App build. You can view the workflow run here.

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OSBotify commented Apr 2, 2026

🚀 Deployed to staging by https://github.com/neil-marcellini in version: 9.3.52-0 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot
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I reviewed the changes in this PR against the help site files under App/docs/articles.

Finding: The search operators article (docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md) needed updates to document the new date range comparison syntax (>=, <=) that this PR introduces for date filters.

Changes made:

  • Updated the date: filter description to mention range comparisons (e.g., date>=2024-01-01 date<=2024-01-31)
  • Updated report date filters (submitted:, approved:, paid:, exported:) to mention range comparison support

PR created: #86992

No other help site articles required changes — the "Custom Range" UI feature is a new interaction pattern for existing date filter capabilities, and the other search-related articles (Export Expenses, Using Search on the Reports Page) don't cover filter syntax.

@lanitochka17
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Deploy Blocker ##87017 was identified to be related to this PR.

@mitarachim
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Deploy Blocker #87019 was identified to be related to this PR.

@mitarachim
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Deploy Blocker #87020 was identified to be related to this PR.

@vincdargento
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Deploy Blocker #87026 was identified to be related to this PR.

@btkcodedev
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Follow-up PR: #87055

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10 participants