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Show the CREATED report action when the expense report was created during harvest#75511

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cristipaval merged 45 commits intoExpensify:mainfrom
hoangzinh:74580-show-created-action-for-harvest-expense-report
Dec 15, 2025
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Show the CREATED report action when the expense report was created during harvest#75511
cristipaval merged 45 commits intoExpensify:mainfrom
hoangzinh:74580-show-created-action-for-harvest-expense-report

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@hoangzinh hoangzinh commented Nov 19, 2025

Explanation of Change

Follow this design doc #74580 (comment)

Fixed Issues

$ #74580
PROPOSAL:

Tests

Same as QA Steps

  • Verify that no errors appear in the JS console

Offline tests

Same as QA Steps

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Prerequisite:

  1. Have a workspace with Submission Frequency set as Daily, Weekly, or Monthly
  2. Have a submitter create a draft expense report with a few expenses on it
  3. As the submitter, hold one or two expenses, but not all of them, on the report
  4. Ask @cristipaval to manually trigger the report harvest for you

Test steps:

  1. Sign in to account above
  2. Go to the harvest expense report
  3. Verify it displays the CREATED harvest report message from "Concierge"
  4. Tap on the report link in the message
  5. Verify it navigates to the original report
  • 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
    • MacOS: Desktop
  • 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)
    • 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 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
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    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
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    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
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    • 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
Screen.Recording.2025-11-20.at.22.37.43.android.mov
Android: mWeb Chrome
Screen.Recording.2025-11-20.at.22.45.07.android.chrome.mov
iOS: Native
Screen.Recording.2025-11-20.at.22.47.58.mov
iOS: mWeb Safari
Screen.Recording.2025-11-20.at.22.46.12.ios.safari.mov
MacOS: Chrome / Safari
Screen.Recording.2025-11-20.at.22.23.37.web.mov
MacOS: Desktop
Screen.Recording.2025-11-20.at.22.32.42.desktop.mov

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melvin-bot Bot commented Nov 19, 2025

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:

npx ts-node ./scripts/generateTranslations.ts --help

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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codecov Bot commented Nov 19, 2025

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/libs/DebugUtils.ts 68.65% <100.00%> (+0.13%) ⬆️
...avigation/helpers/getReportURLForCurrentContext.ts 100.00% <100.00%> (ø)
src/libs/ReportActionsUtils.ts 48.92% <100.00%> (-0.07%) ⬇️
src/libs/ReportUtils.ts 73.46% <100.00%> (-0.14%) ⬇️
src/pages/home/report/ReportActionsList.tsx 79.70% <100.00%> (+0.05%) ⬆️
...ages/home/report/ReportActionsListItemRenderer.tsx 87.50% <ø> (ø)
src/libs/MoneyRequestReportUtils.ts 71.18% <75.00%> (+4.51%) ⬆️
...equestReportView/MoneyRequestReportActionsList.tsx 1.07% <0.00%> (-0.01%) ⬇️
...report/ContextMenu/BaseReportActionContextMenu.tsx 0.00% <0.00%> (ø)
...ges/home/report/ContextMenu/ContextMenuActions.tsx 0.79% <0.00%> (-0.02%) ⬇️
... and 1 more
... and 23 files with indirect coverage changes

@hoangzinh hoangzinh marked this pull request as ready for review November 20, 2025 15:49
@hoangzinh hoangzinh requested review from a team as code owners November 20, 2025 15:49
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melvin-bot Bot commented Nov 20, 2025

@parasharrajat 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]

@melvin-bot melvin-bot Bot removed request for a team November 20, 2025 15:49
@hoangzinh
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ESLint failure is not related to this PR.

Comment thread src/pages/home/report/PureReportActionItem.tsx
- Replace deepEqual with shallow comparison for reportNameValuePairs
- Add reportNameValuePairs to renderItem dependency array
- Compare only relevant properties (origin and originalID) to avoid deep equality overhead
Comment thread src/languages/de.ts Outdated
reportAction: {
asCopilot: 'als Co-Pilot für',
harvestCreatedExpenseReport: ({reportUrl, reportID}: HarvestCreatedExpenseReportParams) =>
`hat diesen Bericht erstellt, um alle Ausgaben aus <a href="${reportUrl}">#${reportID}</a> aufzunehmen, die mit der von dir gewählten Frequenz nicht eingereicht werden konnten`,
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You need to use the generated report Name for this reportID part.

const reportName = getReportName(report) ?? report?.reportName ?? '';

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Oops. The copy is saying #reportID, thought? #74580 (comment)

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I think it is a simple mistake, this should be report name link. following other messages.

Comment thread src/languages/params.ts Outdated

type HarvestCreatedExpenseReportParams = {
reportUrl: string;
reportID: string;
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Suggested change
reportID: string;
reportName: string;

Comment on lines +1868 to +1869
prevProps.reportNameValuePairs?.origin === nextProps.reportNameValuePairs?.origin &&
prevProps.reportNameValuePairs?.originalID === nextProps.reportNameValuePairs?.originalID
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It is better to pass origin and originalID as params to the component instead of reportNameValuePairs otherwise this will create bugs in future.

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I prefer to pass the whole reportNameValuePairs so we can reuse it somewhere later. Hmm, do you think I should use deepEqual here?

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This check is good as lightweight than comparing the whole object but exactly for the reason you mentioned someone may depend on reportNameValuePairs prop without thinking that we only compare two properties from it causing a bug.

Another reason is that we should only pass necessary props if we need more in the future, we can update it at that time.

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Agreed. But I need reportNameValuePairs to check harvestCreatedExpenseReport here

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Actually you need originalID and origin in those functions so we can Just pass those instead of whole object.

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okay. So do you mean those funcs (I.e harvestCreatedExpenseReport here) will receive originalID and origin as params instead of reportNameValuePairs?

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Yes

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@hoangzinh Bump.

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Updated in this commit d14c02b

return <ReportActionItemGrouped wrapperStyle={isWhisper ? styles.pt1 : {}}>{content}</ReportActionItemGrouped>;
};
if (action.actionName === CONST.REPORT.ACTIONS.TYPE.CREATED) {
if (action.actionName === CONST.REPORT.ACTIONS.TYPE.CREATED && !isHarvestCreatedExpenseReport) {
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This does not look right.

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This created view is necessary IMO.

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Can you elaborate on your opinion? It makes the view broken if I revert this change

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This component renders some part of the UI so if hid this, won't it change the UI.

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@hoangzinh Can you add me to the workspace you are harvested so that I can test this?

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@hoangzinh yes, put the device offline first.

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@parasharrajat, given with my testing result here, do you think my investigation here is correct? (too many here)

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@hoangzinh can you hide the join thread button as well?

image

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parasharrajat commented Dec 12, 2025

Screenshots

🔲 iOS / native

14.12.2025_14.57.07_REC.mp4

🔲 iOS / Safari

14.12.2025_15.06.40_REC.mp4

🔲 MacOS / Chrome

image

🔲 Android / Chrome

14.12.2025_15.37.31_REC.mp4

🔲 Android / native

14.12.2025_15.35.12_REC.mp4

- Add isHarvestReport parameter to joinThread shouldShow function
- Check if action is harvest created expense report
- Prevent showing join thread for harvest reports to maintain consistency with leave thread behavior
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fix: hide join thread option for harvest created expense reports

@parasharrajat I updated in this commit c215ffd

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@cristipaval Looks like there is some backend bug which duplicates the expense in harvested report. I have this report 509955657650749 which was havested on 9th Dec, It should have only one expense but the I see 6 copies of same expense.

14.12.2025_14.30.36_REC.mp4

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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 tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • 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 approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • 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 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)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • 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
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    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • 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 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 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 form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label 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.
  • 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.

🎀 👀 🎀 C+ reviewed

@melvin-bot melvin-bot Bot requested a review from cristipaval December 15, 2025 10:53
cristipaval
cristipaval previously approved these changes Dec 15, 2025
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Thank you both for the hard work on this one! 🙏

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@hoangzinh could you please look into the failing check?

@hoangzinh
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@hoangzinh could you please look into the failing check?

It also happens on main branch. Anw, I just tried to merge latest main, hopefully it will fix it

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@cristipaval I'm curious how the QA team can test this PR if the internal tool, which triggers the harvest report, is having an issue.

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@hoangzinh We can ask them to set the Submission Frequency to Daily and ask them to wait for a day. Or we can ask them to use accounts that already have reports with moved expenses during the harvest. They should have such accounts and we can also help them with that.

@cristipaval cristipaval merged commit 87be80e into Expensify:main Dec 15, 2025
31 checks passed
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/cristipaval in version: 9.2.79-0 🚀

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

@nlemma
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nlemma commented Dec 17, 2025

@cristipaval could you please manually trigger the harvest report? The tester used this account unzig.test+1712harvest@gmail.com

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🚀 Deployed to staging by https://github.com/cristipaval in version: 9.2.81-0 🚀

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

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@cristipaval could you please manually trigger the harvest report? The tester used this account unzig.test+1712harvest@gmail.com

Done, @nlemma

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🚀 Deployed to production by https://github.com/AndrewGable in version: 9.2.81-5 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 failure ❌
🍎 iOS 🍎 success ✅

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🚀 Deployed to production by https://github.com/AndrewGable in version: 9.2.81-5 🚀

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

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8 participants