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[HOLD] Keep navigation within the RHP when navigating from a report to an expense on the Search page

Open shawnborton opened this issue 1 year ago • 17 comments

Background: Users often utilize the Search page to find and access reports through the Right-Hand Pane (RHP). The RHP allows them to view reports without leaving the Search page, providing a seamless and efficient experience.

Problem: When users attempt to view an expense from a report opened in the RHP, they are redirected to the Inbox, disrupting their workflow and preventing them from maintaining their original context.

Solution: Adjust the RHP navigation stack in Search so that any content accessed from within the RHP remains within it. This change will enable users to navigate from a report to its associated expenses entirely within the RHP, allowing for smooth, uninterrupted exploration of report details without leaving the Search page.

https://github.com/user-attachments/assets/59dcdbb9-1835-47d4-aefd-82b2e43a6d43

shawnborton avatar Nov 21 '24 23:11 shawnborton

cc @adamgrzybowski @Kicu @WojtekBoman

shawnborton avatar Nov 21 '24 23:11 shawnborton

@shawnborton, @luacmartins, @mountiny Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

melvin-bot[bot] avatar Nov 25 '24 09:11 melvin-bot[bot]

This is being actively worked on

Kicu avatar Nov 25 '24 10:11 Kicu

Not overdue, SWM is working on it.

shawnborton avatar Nov 25 '24 14:11 shawnborton

Btw, what's the difference between this issue and this one?

JmillsExpensify avatar Nov 26 '24 13:11 JmillsExpensify

Good question, thoughts @luacmartins ?

shawnborton avatar Nov 26 '24 13:11 shawnborton

They are the same. I'll close the other issue in favor of this one, since it has a more structured P/S

luacmartins avatar Nov 26 '24 18:11 luacmartins

Coupla' things:

  • We are going to keep this moving forward, yes?
  • I'm moving this project into #migrate to track along with this next wave of changes.

trjExpensify avatar Nov 26 '24 23:11 trjExpensify

@trjExpensify @shawnborton can you share what the new navigation flows should be in the Search page? That'd give us a better idea if this is still needed or not

luacmartins avatar Nov 26 '24 23:11 luacmartins

What do you mean by new navigation flows?

JmillsExpensify avatar Nov 27 '24 16:11 JmillsExpensify

The redesign, report in the main pane etc.

trjExpensify avatar Nov 27 '24 17:11 trjExpensify

Basically what navigating from an expense/report row to a report in the main pane to an expense in the RHP then clicking any link in the RHP, etc

luacmartins avatar Nov 27 '24 17:11 luacmartins

Native stack PR merged and getting through the follow up bugs, this will unblock the bottom tab refactor and these changes too

mountiny avatar Dec 02 '24 09:12 mountiny

Hey there - sorry for the delay!

The general idea that we're toying around with is that you could potentially open up a report directly from the Search page, which might give us something like this: image

The if you click on an expense on the report, we would open it up in the RHP: image

I don't know what we should do about navigating from a report in Search to the workspace chat... part of me thinks if you click on the small link in the header here: CleanShot 2024-12-02 at 12 48 14@2x

...that we would take you to the actual workspace chat over in the Inbox page? I'm not too sure really.

That being said, I do think it makes sense to keep the user in the RHP if they are navigating into a thread inside of an expense or something like that. Curious what you think though and how those potential changes might impact this particular GH issue.

shawnborton avatar Dec 02 '24 17:12 shawnborton

That being said, I do think it makes sense to keep the user in the RHP if they are navigating into a thread inside of an expense or something like that.

So we'd keep the user in the RHP if they clicked any link in the RHP chat?

luacmartins avatar Dec 02 '24 21:12 luacmartins

I wouldn't say "any link" but we'd want to keep them in the RHP if they were drilling down into a thread or something.

It gets a bit tricky though because in theory, you could first open up an expense in the RHP from the Search > All page. But then from the expense, you could go up a level and view the report. Maybe it's okay to keep that report in the RHP, but then we have a consistency where sometimes the report can be opened in the main content pane and sometimes it can be opened up in the RHP.

I think the best path forward might just be to try to keep the user in the RHP if they are navigating around within the RHP in relation to workspace chat/report/expense views.

shawnborton avatar Dec 02 '24 23:12 shawnborton

Going to throw a HOLD on this one while we sort out some of the high-level discussions around Search V3. Sorry for the change of plans, but let's make sure we attack this one with alignment.

shawnborton avatar Dec 03 '24 14:12 shawnborton

Still holding

shawnborton avatar Dec 16 '24 14:12 shawnborton

Still holding

shawnborton avatar Dec 27 '24 16:12 shawnborton

Still holding

shawnborton avatar Jan 07 '25 16:01 shawnborton

Still holding...

shawnborton avatar Jan 17 '25 08:01 shawnborton

Still holding.

shawnborton avatar Jan 27 '25 08:01 shawnborton

Still on hold

luacmartins avatar Feb 05 '25 16:02 luacmartins

I wonder if we should just close this out in favor of my expense previews project? Feels like there is a lot of overlap here at least.

shawnborton avatar Feb 14 '25 17:02 shawnborton

Yea, we can close this I think

luacmartins avatar Feb 14 '25 19:02 luacmartins

Cool, closing!

shawnborton avatar Feb 14 '25 21:02 shawnborton

Reopening as we will want to do this after the navigation changes are in place cc @WojtekBoman

We will need to check if there are any considerations that changes

mountiny avatar Apr 17 '25 17:04 mountiny

This issue has not been updated in over 15 days. @shawnborton, @luacmartins, @mountiny eroding to Monthly issue.

P.S. Is everyone reading this sure this is really a near-term priority? Be brave: if you disagree, go ahead and close it out. If someone disagrees, they'll reopen it, and if they don't: one less thing to do!

melvin-bot[bot] avatar May 12 '25 09:05 melvin-bot[bot]

Wojtek is looking into this

mountiny avatar May 12 '25 20:05 mountiny

@shawnborton, @luacmartins, @mountiny, @WojtekBoman, this Monthly task hasn't been acted upon in 6 weeks; closing.

If you disagree, feel encouraged to reopen it -- but pick your least important issue to close instead.

melvin-bot[bot] avatar Jul 24 '25 21:07 melvin-bot[bot]