Update "submitted by harvesting" report action copy #48939

Beamanator · 2024-09-10T20:54:44Z

Details

This PR helps us identify report actions where "submission" happened automatically (via delayed submission) vs manually by a human

Fixed Issues

$ #35091

Tests

Create policy with delayed submission (example: Daily) & simple or advanced approvals
Create a report & a few expenses on that policy
Let report auto-harvest
Verify the "Submitted" report action now reads automatically submitted <amount> via delayed submission where the "Delayed Submission" test links out to https://help.expensify.com/articles/expensify-classic/reports/Automatically-submit-employee-reports

Verify that no errors appear in the JS console

Offline tests

N/A - delayed submission doesn't work offline

QA Steps

Same as 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
- 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 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 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
  - If any non-english text was added/modified, I verified the translation was requested/reviewed in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
- 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
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)
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
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
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 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.

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

melvin-bot · 2024-09-10T20:54:49Z

@mollfpr 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]

Beamanator · 2024-09-10T21:01:01Z

@mollfpr are you able to test this? A.k.a. report "harvesting" / "Delayed submission" should work for you, right? Maybe you can try to just have 1 report harvest / auto-submit, then you can test these changes on that "Submitted" report action? 🙏

…mittedByHarvestingCopy

mollfpr · 2024-09-11T04:19:43Z

@mollfpr are you able to test this? A.k.a. report "harvesting" / "Delayed submission" should work for you, right? Maybe you can try to just have 1 report harvest / auto-submit, then you can test these changes on that "Submitted" report action? 🙏

Sure, I'm testing it right now 👍

…mittedByHarvestingCopy

Beamanator · 2024-09-12T16:17:50Z

@mollfpr any update here? :D 🙏

…mittedByHarvestingCopy

Beamanator · 2024-09-13T19:55:37Z

~~Hmm I might have to think about how a Report Preview looks after an auto-submit report action 🤔~~

Actually this def prob most likely isn't necessary at all

mollfpr

Sorry for the delay Alex 🙏

The changes looks good to me! I just need to complete the recordings.

src/languages/es.ts

Co-authored-by: Luthfi <[email protected]>

Beamanator · 2024-09-17T14:35:20Z

Good catch! Thanks @mollfpr !

mollfpr · 2024-09-17T14:36:23Z

I'm waiting for the expense harvested!

mollfpr · 2024-09-18T07:57:34Z

@Beamanator Is there any way to triggered the harvesting manually? My expense from yesterday didn't get harvested.

Beamanator · 2024-09-19T22:46:31Z

Shoot @mollfpr - does your test policy have Daily scheduled submit on? I think I can only manually harvest if i have a test account that you make as the approver 🤔

…mittedByHarvestingCopy

…xpensify/App into beaman-updateSubmittedByHarvestingCopy

mollfpr · 2024-09-24T17:00:26Z

@Beamanator Yeah, that's a newly submitted expense. Some of my expense is harvested now, but I don't see the report action for harvested expenses.

I wondering if the actionName for the submitted expense should be SUBMITTED or SUBMITTEDCLOSED? The API response seems using SUBMITTEDCLOSED and it's make the report action item for submitted action doesn't shows up.

Beamanator · 2024-09-25T02:58:54Z

What the..... I'm seeing SUBMITTED in OldDot! I'll check NewDot

Beamanator · 2024-09-25T03:01:50Z

Hmm in NewDot I'm seeing:

Beamanator · 2024-09-25T03:02:16Z

Oh @mollfpr you're looking at a different report than me!

mollfpr · 2024-09-25T08:37:20Z

It's weird only this report ID 3651962364821678 has the SUBMITTED action name, the other expense has SUBMITTEDCLOSE, do you have any clue why this is happening?

Update: I might know what is happening. I submitted the 2 previous expenses before changing the policy to approval mode. So it's got harvested and ready to pay instead of for waiting approval. The third expense, it's created after the approval mode and has the action name SUBMITTED.

I think we missing a step in making the policy in approval mode.

…mittedByHarvestingCopy

Beamanator · 2024-09-25T21:36:40Z

oOooOoohhh submitted closed is an interesting one to think about!! For now ya let's move forward mentioning that the policy needs to be on advanced approvals, not submit & close 😬

Beamanator · 2024-09-25T21:37:34Z

I updated the test steps & will bring up "Submitted & Closed" in the issue!

mollfpr · 2024-09-26T04:30:20Z

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 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
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
- For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
- 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 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 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.

Screenshots/Videos

Android: Native

48939.Android.mp4

Android: mWeb Chrome

48939.mWeb-Chrome.mp4

iOS: Native

48939.iOS.mov

iOS: mWeb Safari

48939.mWeb-Safari.mov

MacOS: Chrome / Safari

48939.Web.mp4

MacOS: Desktop

48939.Desktop.mp4

mollfpr

LGTM 🚀

melvin-bot · 2024-09-26T04:32:28Z

@neil-marcellini 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]

neil-marcellini

Looks great and seems to test well. Thanks.

OSBotify · 2024-09-26T18:51:24Z

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

github-actions · 2024-09-27T17:58:44Z

🚀 Deployed to staging by https://github.com/neil-marcellini in version: 9.0.41-0 🚀

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

kavimuru · 2024-09-29T14:04:09Z

@Beamanator, what does "Let report auto-harvest" mean? Is this auto submission?

mollfpr · 2024-09-29T14:09:49Z

@kavimuru Yes! It should be submitted automatically after setting the delayed submission.

kavimuru · 2024-09-29T22:46:44Z

@mollfpr Then should we wait for 24 hours if it is set to "Daily"?

Beamanator · 2024-09-30T02:52:10Z

@kavimuru yes, correct!! Thanks!

Beamanator · 2024-09-30T03:47:45Z

src/pages/home/report/ContextMenu/ContextMenuActions.tsx

@@ -439,7 +439,7 @@ const ContextMenuActions: ContextMenuAction[] = [
                    setClipboardMessage(CONST.ACTIONABLE_TRACK_EXPENSE_WHISPER_MESSAGE);
                } else if (ReportActionsUtils.isRenamedAction(reportAction)) {
                    setClipboardMessage(ReportActionsUtils.getRenamedAction(reportAction));
-                } else if (reportAction?.actionName === CONST.REPORT.ACTIONS.TYPE.SUBMITTED) {
+                } else if (ReportActionsUtils.isActionOfType(reportAction, CONST.REPORT.ACTIONS.TYPE.SUBMITTED)) {


Hmm I might need to update this to copy the "automatically..." text, not just "submitted..." 🙃

fixing in #49909

Beamanator · 2024-09-30T03:59:00Z

src/libs/ReportUtils.ts

@@ -3713,7 +3713,7 @@ function getReportName(
    }
    const parentReportActionMessage = ReportActionsUtils.getReportActionMessage(parentReportAction);

-    if (parentReportAction?.actionName === CONST.REPORT.ACTIONS.TYPE.SUBMITTED) {
+    if (ReportActionsUtils.isActionOfType(parentReportAction, CONST.REPORT.ACTIONS.TYPE.SUBMITTED)) {
        return getIOUSubmittedMessage(parentReportAction);


hmm same here??

yep - create a thread off of this auto-submitted action, you'll see the report name is the old text

fixing in #49909

kavimuru · 2024-09-30T14:13:32Z

@Beamanator Tester has to wait for 24 hours, is there anyway this could be verified without waiting?

kavimuru · 2024-09-30T17:05:05Z

@Beamanator @mollfpr could this be verified internally?

Beamanator · 2024-09-30T17:16:14Z

Yes @kavimuru i can verify internally!

Beamanator · 2024-09-30T20:35:03Z

Ya looking good on staging 👍

github-actions · 2024-09-30T22:40:31Z

🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.0.41-10 🚀

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

Beamanator added 5 commits September 10, 2024 14:46

Add optional harvesting key for delayed auto submit

baf36ec

A few new consts for help sites

a019fe1

New function for building automatically submitted report message

292c0a9

Conditionally show type of submitted message

c690569

Add in translations

4181193

Beamanator self-assigned this Sep 10, 2024

Beamanator requested a review from a team as a code owner September 10, 2024 20:54

melvin-bot bot requested review from mollfpr and removed request for a team September 10, 2024 20:54

Fix type issues

a307b5e

Beamanator added 2 commits September 10, 2024 16:02

Style fixes

68eb6a5

Merge branch 'main' of github.com:Expensify/App into beaman-updateSub…

d85051d

…mittedByHarvestingCopy

Merge branch 'main' of github.com:Expensify/App into beaman-updateSub…

bf23be5

…mittedByHarvestingCopy

Merge branch 'main' of github.com:Expensify/App into beaman-updateSub…

2992186

…mittedByHarvestingCopy

mollfpr reviewed Sep 17, 2024

View reviewed changes

src/languages/es.ts Outdated Show resolved Hide resolved

Update src/languages/es.ts

8b6d355

Co-authored-by: Luthfi <[email protected]>

Beamanator added 5 commits September 20, 2024 10:22

Merge branch 'main' of github.com:Expensify/App into beaman-updateSub…

3afaa62

…mittedByHarvestingCopy

Merge branch 'beaman-updateSubmittedByHarvestingCopy' of github.com:E…

efb41e6

…xpensify/App into beaman-updateSubmittedByHarvestingCopy

Get user wallet with useOnyx

e7523d9

Fix getting wallet from onyx

c077731

UseOnyx to get emoji reactions

63679a1

Merge branch 'main' of github.com:Expensify/App into beaman-updateSub…

80d0909

…mittedByHarvestingCopy

mollfpr approved these changes Sep 26, 2024

View reviewed changes

melvin-bot bot requested a review from neil-marcellini September 26, 2024 04:32

neil-marcellini approved these changes Sep 26, 2024

View reviewed changes

neil-marcellini merged commit 18fac73 into main Sep 26, 2024
18 checks passed

neil-marcellini deleted the beaman-updateSubmittedByHarvestingCopy branch September 26, 2024 18:41

github-actions bot mentioned this pull request Sep 27, 2024

Deploy Checklist: New Expensify 2024-09-27 #49855

Closed

Beamanator mentioned this pull request Sep 30, 2024

Support submitted closed report action #49905

Merged

50 tasks

Beamanator commented Sep 30, 2024

View reviewed changes

Update "submitted by harvesting" report action copy #48939

Update "submitted by harvesting" report action copy #48939

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Beamanator commented Sep 10, 2024 • edited Loading

Details

Fixed Issues

Tests

Offline tests

QA Steps

PR Author Checklist

Screenshots/Videos

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