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Use Custom date for the Insights date filter - #103399

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aldo-expensify merged 1 commit into
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cmartins-insights-custom-date
Oct 8, 2026
Merged

aldo-expensify merged 1 commit into
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cmartins-insights-custom-date

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@luacmartins

@luacmartins luacmartins commented Oct 7, 2026 •

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Explanation of Change

Use Spend’s existing Custom date translation for the Insights filter option and calendar header.

Fixed Issues

N/A

Tests

  1. Sign in to an account with Insights enabled and existing expenses.
  2. Open Insights → Date and verify the option says Custom date.
  3. Open Custom date and verify the calendar header also says Custom date, with no On/Before/After options.
  4. Select a day and click Apply; verify the date filter shows the selected day.
  5. Repeat steps 2–4 in a narrow browser window.
  6. Open Spend → Date → Custom date and verify On, Before, and After remain available.
  7. Verify no errors appear in the JS console.

Offline tests

  1. Open Insights while online, then disconnect the network.
  2. Open Date → Custom date and verify both the option and calendar header say Custom date.
  3. Reconnect the network and verify Insights reloads.

QA Steps

  1. Open Insights with existing expenses and verify Date → Custom date shows Custom date in both the menu and calendar header.
  2. Select a day and click Apply; verify the date filter shows the selected day.
  3. Repeat steps 1–2 on a narrow screen.
  4. Open Spend → Date → Custom date and verify On, Before, and After remain available.
  5. Verify 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 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 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)
  • 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 the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

@luacmartins
luacmartins marked this pull request as ready for review October 7, 2026 23:34
@luacmartins
luacmartins requested review from a team as code owners October 7, 2026 23:34
@melvin-bot
melvin-bot Bot requested review from flaviadefaria and removed request for a team October 7, 2026 23:34
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Codex Review Summary

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📝 Code Review ✅ Completed 2026-10-07T23:37:16.885904Z c4b5f94 Draft marked ready
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@luacmartins
luacmartins requested review from trjExpensify and removed request for flaviadefaria October 7, 2026 23:34
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melvin-bot Bot requested review from marcochavezf and removed request for a team October 7, 2026 23:34
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melvin-bot Bot commented Oct 7, 2026

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@marcochavezf 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]

@codecov

codecov Bot commented Oct 7, 2026 •

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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
...s/Search/FilterComponents/DatePresetFilterBase.tsx 70.42% <100.00%> (-0.21%) ⬇️
...s/Search/FilterDropdowns/DateSelectPopup/index.tsx 0.00% <0.00%> (ø)
... and 10 files with indirect coverage changes

@trjExpensify trjExpensify left a comment

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LGTM, thanks! 👍

@aldo-expensify

aldo-expensify commented Oct 8, 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 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
    • 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
    • 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 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 the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@aldo-expensify
aldo-expensify merged commit 6606cac into main Oct 8, 2026
52 of 54 checks passed
@aldo-expensify
aldo-expensify deleted the cmartins-insights-custom-date branch October 8, 2026 00:08
@github-actions

github-actions Bot commented Oct 8, 2026

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🚧 aldo-expensify has triggered a test Expensify/App build. You can view the workflow run here.

@OSBotify OSBotify mentioned this pull request Oct 8, 2026
90 tasks done
@OSBotify

OSBotify commented Oct 8, 2026

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🚀 Deployed to staging by https://github.com/aldo-expensify in version: 9.5.6-0 🚀

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

@MelvinBot

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No help site update needed. This PR renames the Insights date option from "Custom day" to "Custom date," and no article under docs/articles uses "Custom day," so nothing in the help site is now wrong.


view run

@IuliiaHerets

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Hi @luacmartins. Is the Expensifail account Insights enabled?

cc @trjExpensify @aldo-expensify @marcochavezf

@trjExpensify

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I think that domain gets all betas. It'll be easy to tell, just look at the LHB... is there an Insights tab?

@luacmartins

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@IuliiaHerets what Tom said, or you can enable it in the Troubleshoot > Beta overrides menu since this just needs FE validation

@OSBotify

OSBotify commented Oct 9, 2026

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🚀 Deployed to production by https://github.com/puneetlath in version: 9.5.6-6 🚀

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

Bundle Size Analysis (Sentry):

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6 participants