fix: Outstanding report can be selected on confirm page, but expense is created in another report

[nkdengineer]

Explanation of Change

fix: Outstanding report can be selected on confirm page, but expense is created in another report

Fixed Issues

$ #92696
PROPOSAL: #92696 (comment)

Tests

1. Go to workspace chat.
2. Create an expense and click Submit on the expense preview. Rename this report to A.
3. Create an empty report. Rename this report to B.
4. Click + > Create expense > Manual.
5. Enter amount > Next.
6. On confirm page, click Report.
7. Select the outstanding report A from Step 3.
8. Click Create expense.
9. Verify that the expense is created for report A

• Verify that no errors appear in the JS console

Offline tests

QA Steps

Same as test

• 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
• 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 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
• 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)
• 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 new assets were added or existing ones were modified, I verified that:
  • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
  • The assets load correctly across all supported platforms.
• 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.
• 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.2026-09-01.at.23.54.11.mov

Android: mWeb Chrome

Screen.Recording.2026-09-01.at.23.53.06.mov

iOS: Native

Screen.Recording.2026-09-01.at.23.51.48.mov

iOS: mWeb Safari

Screen.Recording.2026-09-01.at.23.50.47.mov

MacOS: Chrome / Safari

Screen.Recording.2026-09-01.at.23.49.05.mov

[melvin-bot]

@mananjadhav 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]

[garrettmknight]

Looks good from a product perspective.

[mananjadhav]

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
• 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 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
• 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
• 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.
• 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-report-confirm.mov

Android: mWeb Chrome

mweb-chrome-report-confirm.mov

iOS: HybridApp

ios-report-confirm.mov

iOS: mWeb Safari

mweb-safari-report-confirm.mov

MacOS: Chrome / Safari

web-report-confirm.mov

[github-actions]

🚧 jasperhuangg has triggered a test Expensify/App build. You can view the workflow run here.

[OSBotify]

✋ 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]

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #100066.

Android 🤖	iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-895c8dd-de8fb83-0b33ec2e9e3c54807fc7adfa82fe2d5fa16ebe6d/index.html	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-895c8dd-de8fb83-c71b5d21ffafdb44bb1ec5d910c7057a3d78e501/index.html

Web 🕸️
https://100066.pr-testing.expensify.com

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[OSBotify]

🚀 Deployed to staging by https://github.com/jasperhuangg in version: 9.4.73-0 🚀

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

[MelvinBot]

No help site changes are required for this PR, so I did not create a draft docs PR.

This is a behavior-restoring bug fix, not a feature or copy change. The Report field on the expense confirmation page already existed and already listed the outstanding report; the bug was that resolveReportForMoneyRequest used a different eligibility check than the picker, so the expense landed in the draft report instead. The fix makes both use canAddTransaction, so the app now does what the UI already promised.

Why no article needed updating

What changed: src/libs/IOUUtils.ts:583 replaced !(isProcessingReport && !policy.harvesting.enabled) && isReportOutstanding(...) with canAddTransaction(transactionReport, isArchivedReport(reportNameValuePair), false). The policy prop was dropped from the function and its two call sites.

Docs check: I searched docs/articles for the confirmation-page Report field, outstanding-report selection, and the harvesting/automatic-submission interaction with adding expenses to a submitted report. Nothing documents the old (buggy) resolution, so nothing is now stale:

• Create-an-Expense.md — manual/Scan/Distance/Time steps stop at choosing a workspace or individual, then Create expense. It never mentions the Report field, so no step is wrong.
• Managing-Expenses-in-a-Report.md — covers adding and moving expenses from inside a report, and its rules (Approved or Paid reports need unapproving first) still match canAddOrDeleteTransactions. The new gate lets a submitted report awaiting first-level approval accept expenses, which is exactly what this article already describes.
• Create-and-Submit-Reports.md and Track-Expenses.md — no affected claims.

No UI labels, tab names, buttons, or feature names changed in this PR, so there is nothing to re-verify against the live UI.

One optional gap, unrelated to this fix: Create-an-Expense.md never documents that you can pick a destination report from the Report field on the confirmation page. That field predates this PR, so documenting it isn't required here. Tell me if you'd like a separate docs PR to add it and I'll open one.

@nkdengineer, there's no linked help site PR to mark Ready for review since no docs change is needed — please confirm this assessment matches the current behavior, or reply with @MelvinBot and what you'd like documented and I'll open the draft PR.

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[OSBotify]

🚀 Deployed to production by https://github.com/mountiny in version: 9.4.73-3 🚀

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

Bundle Size Analysis (Sentry):

• Android