Held on the backend changes needed to return the necessary report NVPs for knowing when the report was created for moving unsubmittable transactions at submission time.
Main issue: #56386
Doc section: Here
Project: #migrate
Feature Description
When a report is automatically submitted (this happens when Delayed Submission is configured in Workspace settings), the unsubmittable expenses are moved to a new report, and the original report is submitted with the expenses that are ready to be submitted.
We refer to the automatic submission process as report harvest, and it happens in the backend. There is nothing to address with the process itself in this issue.
As part of this issue, we want to display the CREATED report action for the new report created during the harvest. We currently don't display the CREATED report action for expense reports. Therefore, we want to keep them hidden, except for the new reports created during the harvest. We know that the report was created during the harvest, when it has the following reportNameValuePairs:
- name:
origin and value: harvest
- name:
originalID and value:
This is how this CREATED report action is displayed in OldDot.
We want to display it in the App as shown in the following screenshot, but with different copy.
Manual Test Steps
- Have a workspace with Submission Frequency set as Daily, Weekly, or Monthly
- Have a submitter create a draft expense report with a few expenses on it
- As the submitter, hold one or two expenses, but not all of them, on the report
- Ask @cristipaval to manually trigger the report harvest for you
- Verify the
CREATED report action on the newly created expense report, where the held expenses are moved
Automated Tests
Upwork Automation - Do Not Edit
- Upwork Job URL: https://www.upwork.com/jobs/~021988003148787311755
- Upwork Job ID: 1988003148787311755
- Last Price Increase: 2025-11-10
Issue Owner
Current Issue Owner: @
Held on the backend changes needed to return the necessary report NVPs for knowing when the report was created for moving unsubmittable transactions at submission time.Part of the Hold for Advanced Approval project
Main issue: #56386
Doc section: Here
Project: #migrate
Feature Description
When a report is automatically submitted (this happens when Delayed Submission is configured in Workspace settings), the unsubmittable expenses are moved to a new report, and the original report is submitted with the expenses that are ready to be submitted.
We refer to the automatic submission process as report harvest, and it happens in the backend. There is nothing to address with the process itself in this issue.
As part of this issue, we want to display the
CREATEDreport action for the new report created during the harvest. We currently don't display theCREATEDreport action for expense reports. Therefore, we want to keep them hidden, except for the new reports created during the harvest. We know that the report was created during the harvest, when it has the followingreportNameValuePairs:originand value:harvestoriginalIDand value:This is how this
CREATEDreport action is displayed in OldDot.We want to display it in the App as shown in the following screenshot, but with different copy.
Manual Test Steps
CREATEDreport action on the newly created expense report, where the held expenses are movedAutomated Tests
Upwork Automation - Do Not Edit
Issue Owner
Current Issue Owner: @