Introduce transactions updates into the optimistic report name formula

[sosek108]

computation

Explanation of Change

This PR extends optimistic report name computation introduced here #65862. We add transactions' updates to the scope of report name computation.

Fixed Issues

$ #59689
PROPOSAL:

Tests

1. Sign in with an account on OldDot
2. Open the JS console and enter this to enable the backend beta SSetNameValuePair('useCustomReportNamesNewExpensify', 'true');
3. Got to Workspaces, select your workspace and go to Reports subpage
4. Edit Default report title to Report from {report:startdate}
5. Create new report and add two transactions
   a. first with date 2025-08-16
   b. second with date 2025-08-17
6. Check if report's name is equal to Report from 2025-08-16
7. Go to Account -> Troubleshoot and enable Force offline option
8. Go back to newly created report
9. Edit second transaction's date to 2025-08-14
10. Check if report's name is equal to Report from 2025-08-14
11. Turn back transaction's date to 2025-08-17
12. Check if report's name is equal to Report from 2025-08-16
13. Add new transaction with date 2025-08-05
14. Check if report's name is equal to Report from 2025-08-05

Offline tests

See QA steps

QA Steps

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

1. Got to Workspaces, select your workspace and go to Reports subpage
2. Edit Default report title to Report from {report:startdate}
3. Create new report and add two transactions
   a. first with date 2025-08-16
   b. second with date 2025-08-17
4. Check if report's name is equal to Report from 2025-08-16
5. Go to Account -> Troubleshoot and enable Force offline option
6. Go back to newly created report
7. Edit second transaction's date to 2025-08-14
8. Check if report's name is equal to Report from 2025-08-14
9. Turn back transaction's date to 2025-08-17
10. Check if report's name is equal to Report from 2025-08-16
11. Add new transaction with date 2025-08-05
12. Check if report's name is equal to Report from 2025-08-05

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)
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    • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
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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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• 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.
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• 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.
• 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

Android: mWeb Chrome

iOS: Native

Nagranie.z.ekranu.2025-08-11.o.15.24.45.mov

iOS: mWeb Safari

MacOS: Chrome / Safari

Nagranie.z.ekranu.2025-08-11.o.15.08.40.mov

MacOS: Desktop

Nagranie.z.ekranu.2025-08-11.o.15.19.39.mov

[melvin-bot]

@akinwale 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]

[sosek108]

Reassure tests fails but this is from main and PR resolving that issue is in review

[akinwale]

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
  • iOS: HybridApp
  • 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 there are no new alerts related to the canBeMissing param for useOnyx
• 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 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.ts or at the top of the file that uses the constant) are defined as such
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• 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.
• For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

68737-web.mp4

MacOS: Desktop

68737-desktop.mp4

[akinwale]

LGTM.

[neil-marcellini]

Ran out of time so here's a partial review. Tomorrow I should be able to look over the tests as well.

I wonder if our system will break if there is a mergeCollection update in the optimistic updates. Do we do that anywhere in the app already? If not we can maybe ignore it, or add some kind of warning log for that case and fix it later if needed.

[neil-marcellini]

I'm happy with it, thanks for adding this! Theres a few outstanding NABs so let's please take care of these with a follow up PR.

[neil-marcellini]

I'm happy with it, thanks for adding this! Theres a few outstanding NABs so let's please take care of these with a follow up PR.

[OSBotify]

🚀 Deployed to staging by https://github.com/neil-marcellini in version: 9.1.98-0 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/mountiny in version: 9.1.98-12 🚀

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