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Add clickable metadata support to embedded Victory bar charts#96065

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Add clickable metadata support to embedded Victory bar charts#96065
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@inimaga inimaga commented Jul 14, 2026

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Held on:

Explanation of Change

This PR adds per-point metadata parsing for embedded Victory chart data, preserving label and searchQuery fields and carrying them through the Victory chart renderer context.
Vertical embedded bar charts should now show web hover tooltips from that metadata and navigate to Search when a bar has a searchQuery.

Fixed Issues

$ #92149
PROPOSAL: N/A

Tests

  • Verify that no errors appear in the JS console

Automated Tests

Covered by added automated tests

Manual Test

Pre-requisite (Skip to Test Steps if testing in Staging/Prod):

  1. Ensure you have AZ/Concierge is setup in dev
  2. Checkout and run https://github.com/Expensify/Web-Expensify/pull/54516 in Web-E
  3. Checkout and run Add clickable metadata support to embedded Victory bar charts #96065 (current branch) in App and login with a test account

Test Steps:

  1. Ensure the selected test account has a bunch of expenses across several months this year. (If not, create some dummy expenses).
  2. Start a 1-on-1 DM with Concierge.
  3. Ask it something like “Give me a spend bar chart of my monthly expenses for this year.
  4. Wait for the response with an embedded vertical Victory bar chart.
  5. On the App PR build, hover a bar.
  6. Verify the tooltip appears.
  7. Click a bar.
  8. Verify it navigates to the corresponding Search results.
Issue.92149.mp4

Offline tests

QA Steps

Same as manual test steps above

  • 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
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    • 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
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  • 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)
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    • 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
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    • A similar style doesn't already exist
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    • I verified that all the inputs inside a form are aligned with each other.
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  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
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Screenshots/Videos

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

@codecov

codecov Bot commented Jul 14, 2026

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@inimaga inimaga changed the title Add clickable metadata support to embedded Victory bar charts [Hold Web-E#54516] Add clickable metadata support to embedded Victory bar charts Jul 14, 2026
inimaga added 2 commits July 15, 2026 15:11
…tadata-support-to-embedded-Victory-bar-charts

# Conflicts:
#	src/components/HTMLEngineProvider/HTMLRenderers/VictoryChartRenderer/context/VictoryChartContext.tsx
#	src/components/HTMLEngineProvider/HTMLRenderers/VictoryChartRenderer/parsers/processVictoryChartTree.ts
@inimaga
inimaga marked this pull request as ready for review July 17, 2026 10:55
@inimaga
inimaga requested review from a team as code owners July 17, 2026 10:55
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melvin-bot Bot requested review from hoangzinh and trjExpensify and removed request for a team July 17, 2026 10:55
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@hoangzinh 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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@inimaga inimaga changed the title [Hold Web-E#54516] Add clickable metadata support to embedded Victory bar charts Add clickable metadata support to embedded Victory bar charts Jul 17, 2026
@situchan

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If this requires C+ review, I'll be reviewing this as part of project.

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Reviewed commit: 3c467b0a5c

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What's up with the axis here? On the spend page the values are dynamic based on the data set. This looks like it puts all of the bars below the first data point on the axis?

Image

For the data on hover, why aren't we showing the same data as the Spend page?

Image Image

CC: @Expensify/design @luacmartins

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Yeah agree, I would think the y axis would use smaller amounts so the bars would be taller? That feels odd for sure.

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What's up with the axis here? On the spend page the values are dynamic based on the data set. This looks like it puts all of the bars below the first data point on the axis?

The current instructions adjust the axis dynamically, but they set a $500 minimum. So that's why for small amounts we show it like that. I'm not sure why we have the minimum though, we can probably remove that.

@inimaga inimaga changed the title Add clickable metadata support to embedded Victory bar charts [Hold Web-E#54677] Add clickable metadata support to embedded Victory bar charts Jul 19, 2026
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inimaga commented Jul 20, 2026

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What's up with the axis here? On the spend page the values are dynamic based on the data set. This looks like it puts all of the bars below the first data point on the axis?
For the data on hover, why aren't we showing the same data as the Spend page?

Both flagged issues have now been fixed. It did need a backend change though, so this PR is on hold till Web-E#54677 gets deployed.

Issue.-.54677.mp4

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The current instructions adjust the axis dynamically, but they set a $500 minimum.

Just on these in-line charts? 🤔

@luacmartins

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@trjExpensify Yes. Not sure why.

@trjExpensify

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Weird. The spend page always starts the bottom line of the y-axis on $0 and then the increments are dynamic based on the data set.

@inimaga inimaga changed the title [Hold Web-E#54677] Add clickable metadata support to embedded Victory bar charts Add clickable metadata support to embedded Victory bar charts Jul 21, 2026
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inimaga commented Jul 21, 2026

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@hoangzinh / @situchan Would either of you be able to review this today?

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🚧 inimaga 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 #96065.

Android 🤖 iOS 🍎
⏩ SKIPPED ⏩ ⏩ SKIPPED ⏩
The build for Android was skipped The build for iOS was skipped
Web 🕸️
https://96065.pr-testing.expensify.com
Web

👀 View the workflow run that generated this build 👀

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If this requires C+ review, I'll be reviewing this as part of project.

It appears to be part of a project that @situchan is working on.

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inimaga requested review from situchan and removed request for hoangzinh July 21, 2026 10:54
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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
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    • 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)
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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 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
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    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
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Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@inimaga

inimaga commented Jul 23, 2026

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@situchan How is the review coming along here? Carlos is going out of office today and I'ld like him to take a look before he leaves.

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Tooltip looks good but it navigates to the wrong (NOT corresponding) Search results.
Something wrong in query

Screen.Recording.2026-07-23.at.3.27.07.PM.mov

Example:

type:expense workspace:"Sdf's Workspace" from:situchandrashil7+96065@gmail.com date<2026-03-01 "date>=2026-02-01"

Correct one: (date should not be wrapped with "")

type:expense workspace:"Sdf's Workspace" from:situchandrashil7+96065@gmail.com date<2026-03-01 date>=2026-02-01

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There's offset in hover position for tooltip

Screenshot 2026-07-23 at 3 43 01 PM
Screen.Recording.2026-07-23.at.3.41.49.PM.mov

}));

return (
<GestureDetector gesture={customGestures}>

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There is no interactiveBars.length > 0 guard.
Should we mount GestureDetector/interactive path only when there is at least one interactive bar?
Otherwise render VictoryChartCartesian bare as before.
This avoids running the whole hit-test/flag machinery on hover for charts that can never be interactive.

Affected: horizontal bar charts (isHorizontalbarSeriesConfig = {}interactiveBars = []), line-type cartesian charts, and vertical bar charts without metadata (i.e. every chart that predates this feature).
What breaks: customGestures = Gesture.Race(Hover, Tap). The Tap gesture activates on every tap and, on native, can consume/delay taps that previously propagated to the parent (message press, attachment open, "mark as read"). The tap resolves findClosestPoint([], x) → -1 and does nothing, so the tap is swallowed silently.
This is the classic "tapping the chart used to do X, now it does nothing" regression.

Comment on lines +234 to +259
const syncBarPositions = (renderArgs: CartesianChartRenderArg<CartesianChartData, YKey>) => {
const {points, chartBounds, yScale} = renderArgs;
const xs: number[] = [];
const ys: number[] = [];
const widths: number[] = [];
const searchQueryFlags: number[] = [];

for (const bar of interactiveBars) {
const point = points[bar.yKey]?.find((candidate) => candidate.xValue === bar.xValue);
if (!point) {
continue;
}

const seriesPointCount = points[bar.yKey]?.length ?? 0;
const geometry = getVictoryBarInteractionGeometry(point, chartBounds, seriesPointCount, barSeriesConfig[bar.yKey]);
if (!geometry) {
continue;
}

xs.push(geometry.x);
ys.push(geometry.y);
widths.push(geometry.width);
searchQueryFlags.push(bar.searchQuery ? 1 : 0);
}

setPointPositions(xs, ys);

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Index-alignment coupling between interactiveBars and synced position arrays

matchedIndex is used to index both the UI-thread position arrays (pointOX/pointOY/pointWidth/hasSearchQuery) and the JS-thread interactiveBars array:

  • Tooltip: activeBar = interactiveBars.at(activeBarIndex)
  • Navigation: interactiveBars.at(index)?.searchQuery

But syncBarPositions builds those position arrays by iterating interactiveBars and continue-ing when !point or !geometry. If any interactive bar is skipped, every subsequent index in the position arrays no longer corresponds to the same interactiveBars entry — so a hover/tap would show/navigate to the wrong bar's metadata.

In practice the arrays stay aligned because interactiveBars is filtered to typeof row[yKey] === 'number' and points should exist, so a skip is unlikely — but this is a fragile invariant maintained by two separate loops.
Consider either (a) building both arrays in one pass, or (b) pushing a sentinel/null on skip so indices never shift, or (c) storing an explicit barIndex in the synced data rather than relying on positional correspondence.
At minimum, a comment documenting the required alignment would help.

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Reviewed the changes — overall a well-structured PR. The metadata plumbing (parser → pointMetadata → context → interactions hook) is clean, the helper extraction is tidy, and the type-prefixed metadata key in getChartPointMetadataKey.ts correctly avoids number 1 vs string "1" key collisions. The useChartInteractions refactor stays backward-compatible for the native Line/Bar charts (they don't pass checkIsClickable/resolveTargetIndex, so they fall back to the previous checkIsOver/findClosestPoint defaults). Test coverage on the parser paths is good.

One correctness concern worth addressing, plus a minor note.

🟡 The two index spaces can silently desync (wrong tooltip / wrong navigation)

syncBarPositions builds the worklet-side arrays (xs/ys/widths/searchQueryFlagssetPointPositions) by iterating interactiveBars but skipping any bar whose point or geometry can't be resolved:

for (const bar of interactiveBars) {
    const point = points[bar.yKey]?.find((candidate) => candidate.xValue === bar.xValue);
    if (!point) { continue; }          // <-- skip
    ...
    if (!geometry) { continue; }       // <-- skip
    xs.push(...); ys.push(...); widths.push(...); searchQueryFlags.push(...);
}

Those arrays define the index space that matchedIndex lives in (the hit-test at resolveBarTargetIndex / checkIsClickableBar reads hasSearchQuery/pointWidth by that same index — internally consistent ✅).

But matchedIndex is then used to index back into the full interactiveBars list for both the tooltip and the navigation target:

If even one bar is skipped in syncBarPositions, the synced-array index no longer matches the interactiveBars index, so every bar after the skipped one shows the wrong tooltip and clicks through to the wrong search query. In the happy path (every bar resolves a point + numeric geometry) the two spaces line up, so this won't surface in normal manual testing — but it's fragile and hard to debug if it ever triggers.

Suggested fix: keep a single source of truth. Either push the bar's original index (or the InteractiveBar itself) alongside the geometry so the tooltip/navigation lookup can't drift from the hit-test index, or drop the continue guards and push a zero-width placeholder (already treated as "not hittable" by the width <= 0 check) so the array lengths always match interactiveBars.

Minor

  • hasTooltipLabels: interactiveBars.some((bar) => !!bar.label) (useVictoryBarInteractions.ts:270) is effectively always true, since buildInteractiveBars sets label: metadata.label ?? String(xValue) for every bar. Harmless, but the guard in the tooltip render condition never actually filters anything — worth either dropping it or gating on the active bar's label.

Nice touches: the negative-bar baseline hit-testing (isCursorInVerticalBar against yZero rather than the chart bottom) and the grouped-bar geometry that mirrors victory-native's own layout math are handled well and are covered by the new unit tests.

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config[getYKey(node)] = {barWidth: parseAttributeAsNumber(node.attributes.barwidth)};
return;
}
if (node.tagName === 'victorygroup' && !('horizontal' in node.attributes)) {

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P2 Badge Treat horizontal="false" groups as vertical

When a generated chart serializes a vertical group as <victorygroup horizontal="false">, this presence check drops every child bar from barSeriesConfig, so buildInteractiveBars() never creates targets even though this renderer still renders the group vertically from the chart-level isHorizontal value (the chart parser also treats horizontal="false" as false). As a result grouped bars in that explicit-false form get no tooltip or Search navigation; check the attribute value rather than only its presence.

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@inimaga

inimaga commented Jul 23, 2026

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I checked the logs for this repro. The malformed query was already present in the generated chart metadata.

At 2026-07-23 14:19:13Z, request j6x0El, the February bar had:

searchQuery: type:expense sortBy:date sortOrder:desc policyID:D240BD18A6FAA72D from:situchandrashil7+96065@gmail.com keyword: date>=2026-02-01 date<2026-03-01

The frontend then navigated with that metadata. At 2026-07-23 14:32:05Z, request a1fb64798a138d77-SJC, Search received:

inputQuery: type:expense sortBy:date sortOrder:desc policyID:D240BD18A6FAA72D from:situchandrashil7+96065@gmail.com date<2026-03-01 "date>=2026-02-01"

Its jsonQuery parsed date>=2026-02-01 as a keyword, which matches the SearchParser behavior for keyword: date>=2026-02-01 date<2026-03-01.

So I am fixing the App-side interaction issues here, but the per-bar chart metadata should be fixed separately in the backend/AgentZero path to emit:

date>=2026-02-01 date<2026-03-01

instead of:

keyword: date>=2026-02-01 date<2026-03-01

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