feat: add Auto report option for expenses spanning multiple submitters

src/CONST/index.ts

@@ -1580,6 +1580,8 @@ const CONST = {
         UNREPORTED_REPORT_ID: '0',
         TRASH_REPORT_ID: '-1',
         SPLIT_REPORT_ID: '-2',
+        // "Auto report" destination: the backend picks each expense's report (its owner's latest draft, or a new one).
+        AUTOMATIC_REPORT_ID: '-3',
         SECONDARY_ACTIONS: {
             SUBMIT: 'submit',
             APPROVE: 'approve',

src/hooks/useSearchBulkActions.ts

@@ -104,6 +104,8 @@ import {
     isDeletedTransaction,
     isDistanceRequest,
     isManagedCardTransaction,
+    isManualDistanceRequest,
+    isOdometerDistanceRequest,
     isPending,
     isPerDiemRequest,
     isScanning,
@@ -2708,9 +2710,6 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
                 getReportOrDraftReport(transactionEntry.reportID, undefined, undefined, undefined, allReports?.[`${ONYXKEYS.COLLECTION.REPORT}${transactionEntry.reportID}`])?.ownerAccountID;
             if (typeof ownerAccountID === 'number') {
                 ownerAccountIDs.add(ownerAccountID);
-                if (ownerAccountIDs.size > 1) {
-                    break;
-                }
             } else {
                 hasUnknownOwner = true;
             }
@@ -2719,7 +2718,27 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
 
         const canAllTransactionsBeMoved = selectedTransactionsKeys.every((id) => selectedTransactions[id].canChangeReport);
 
-        if (canAllTransactionsBeMoved && !hasMultipleOwners && !isExpenseReportType) {
+        // Across submitters the only destination the App can offer is "Auto report". Every other mixed-owner selection
+        // stays hidden as before, so there is no entry into a screen that could only offer one submitter's reports to
+        // everybody else's expenses. Requirements:
+        //   - every owner resolved, or the count below cannot tell one cardholder's bulk selection from a mixed one
+        //   - every expense on a managed card, because the backend resolves each destination through the card; one
+        //     expense without a card fails the whole request with "404 Card not found"
+        //   - nothing whose validity depends on the destination workspace, which the backend picks: per diem rates and
+        //     the map/GPS rules on manual and odometer distance can only be checked against a known workspace
+        // An expense we cannot read fails all three, so it withholds the flow rather than risking a rejected move.
+        const canAutoReportAcrossSubmitters =
+            ownerAccountIDs.size > 1 &&
+            !hasUnknownOwner &&
+            selectedTransactionsKeys.every((id) => {
+                const transaction = selectedTransactions[id]?.transaction ?? allTransactions?.[`${ONYXKEYS.COLLECTION.TRANSACTION}${id}`];
+                if (!transaction || !isManagedCardTransaction(transaction)) {
+                    return false;
+                }
+                return !(isPerDiemRequest(transaction) || isManualDistanceRequest(transaction) || isOdometerDistanceRequest(transaction));
+            });
+
+        if (canAllTransactionsBeMoved && !isExpenseReportType && (!hasMultipleOwners || canAutoReportAcrossSubmitters)) {
             options.push({
                 text: translate('iou.moveExpenses'),
                 icon: expensifyIcons.DocumentMerge,

src/languages/de.ts

@@ -1780,6 +1780,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'Der Bericht konnte nicht abgelehnt werden. Bitte versuchen Sie es erneut.',
         },
         moveExpenses: 'Zum Bericht verschieben',
+        autoReport: 'Automatischer Bericht',
+        autoReportDescription: 'Im Namen des Mitarbeiters zu Berichtsentwürfen hinzufügen',
         moveExpensesMaxTransactionsError: `Berichte sind auf ${CONST.REPORT.MAX_TRANSACTIONS} Ausgaben begrenzt. Bitte verschiebe einige in einen anderen Bericht.`,
         moveExpensesError: 'Sie können Pauschalspesen nicht in Berichte anderer Arbeitsbereiche verschieben, da die Pauschalsätze je nach Arbeitsbereich unterschiedlich sein können.',
         submitReportTo: {

src/languages/el.ts

@@ -1834,6 +1834,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'Η αναφορά δεν μπόρεσε να απορριφθεί. Παρακαλούμε προσπαθήστε ξανά.',
         },
         moveExpenses: 'Μετακίνηση στην αναφορά',
+        autoReport: 'Αυτόματη αναφορά',
+        autoReportDescription: 'Προσθήκη σε προσχέδια αναφορών εκ μέρους του εργαζομένου',
         moveExpensesMaxTransactionsError: `Οι αναφορές περιορίζονται σε ${CONST.REPORT.MAX_TRANSACTIONS} έξοδα. Μετακινήστε ορισμένα σε άλλη αναφορά.`,
         moveExpensesError:
             'Δεν μπορείτε να μετακινήσετε έξοδα ημερήσιας αποζημίωσης σε αναφορές άλλων χώρων εργασίας, επειδή οι τιμές ημερήσιας αποζημίωσης μπορεί να διαφέρουν μεταξύ των χώρων εργασίας.',

src/languages/en.ts

@@ -1867,6 +1867,8 @@ const translations = {
             couldNotReject: 'The report could not be rejected. Please try again.',
         },
         moveExpenses: 'Move to report',
+        autoReport: 'Auto report',
+        autoReportDescription: 'Add to draft reports on behalf of the employee',
         moveExpensesError: "You can't move per diem expenses to reports on other workspaces, because the per diem rates may differ between workspaces.",
         moveExpensesMaxTransactionsError: `Reports are limited to ${CONST.REPORT.MAX_TRANSACTIONS} expenses. Please move some to another report.`,
         submitReportTo: {

src/languages/es.ts

@@ -1779,6 +1779,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'No se pudo rechazar el informe. Por favor, inténtalo de nuevo.',
         },
         moveExpenses: 'Mover a informe',
+        autoReport: 'Informe automático',
+        autoReportDescription: 'Añadir a los informes borrador en nombre del empleado',
         moveExpensesMaxTransactionsError: `Los informes están limitados a ${CONST.REPORT.MAX_TRANSACTIONS} gastos. Por favor, mueve algunos a otro informe.`,
         moveExpensesError: 'No puedes mover gastos per diem a informes de otros espacios de trabajo, porque las tarifas de dietas pueden diferir entre espacios de trabajo.',
         submitReportTo: {

src/languages/fr.ts

@@ -1786,6 +1786,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'La note de frais n’a pas pu être rejetée. Veuillez réessayer.',
         },
         moveExpenses: 'Déplacer vers le rapport',
+        autoReport: 'Rapport automatique',
+        autoReportDescription: 'Ajouter aux brouillons de rapports au nom de l’employé',
         moveExpensesMaxTransactionsError: `Les rapports sont limités à ${CONST.REPORT.MAX_TRANSACTIONS} dépenses. Veuillez en déplacer certaines vers un autre rapport.`,
         moveExpensesError:
             'Vous ne pouvez pas déplacer des frais de per diem vers des notes de frais d’autres espaces de travail, car les taux de per diem peuvent varier d’un espace de travail à l’autre.',

src/languages/it.ts

@@ -1778,6 +1778,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'Non è stato possibile rifiutare il report. Riprova.',
         },
         moveExpenses: 'Sposta nel report',
+        autoReport: 'Report automatico',
+        autoReportDescription: 'Aggiungi alle bozze dei report a nome del dipendente',
         moveExpensesMaxTransactionsError: `I report sono limitati a ${CONST.REPORT.MAX_TRANSACTIONS} spese. Spostane alcune in un altro report.`,
         moveExpensesError: 'Non puoi spostare le spese di diaria nei report di altri spazi di lavoro, perché le tariffe di diaria possono variare tra gli spazi di lavoro.',
         submitReportTo: {

src/languages/ja.ts

@@ -1761,6 +1761,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'レポートを拒否できませんでした。もう一度お試しください。',
         },
         moveExpenses: 'レポートに移動',
+        autoReport: '自動レポート',
+        autoReportDescription: '従業員に代わって下書きレポートに追加',
         moveExpensesMaxTransactionsError: `レポートは${CONST.REPORT.MAX_TRANSACTIONS}件の経費までに制限されています。一部を別のレポートに移動してください。`,
         moveExpensesError: '日当経費は、ワークスペースごとに日当レートが異なる場合があるため、他のワークスペースのレポートに移動することはできません。',
         submitReportTo: {

src/languages/nl.ts

@@ -1775,6 +1775,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'Het rapport kon niet worden afgewezen. Probeer het opnieuw.',
         },
         moveExpenses: 'Verplaatsen naar rapport',
+        autoReport: 'Automatisch rapport',
+        autoReportDescription: 'Toevoegen aan conceptrapporten namens de werknemer',
         moveExpensesMaxTransactionsError: `Rapporten zijn beperkt tot ${CONST.REPORT.MAX_TRANSACTIONS} uitgaven. Verplaats er enkele naar een ander rapport.`,
         moveExpensesError: 'Je kunt dagvergoedingdeclaraties niet naar rapporten in andere werkruimten verplaatsen, omdat de dagvergoedingsbedragen per werkruimte kunnen verschillen.',
         submitReportTo: {

src/languages/pl.ts

@@ -1806,6 +1806,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'Nie udało się odrzucić raportu. Spróbuj ponownie.',
         },
         moveExpenses: 'Przenieś do raportu',
+        autoReport: 'Raport automatyczny',
+        autoReportDescription: 'Dodaj do szkiców raportów w imieniu pracownika',
         moveExpensesMaxTransactionsError: `Raporty są ograniczone do ${CONST.REPORT.MAX_TRANSACTIONS} wydatków. Przenieś część z nich do innego raportu.`,
         moveExpensesError: 'Nie możesz przenosić diet do raportów w innych przestrzeniach roboczych, ponieważ stawki diet mogą się różnić między przestrzeniami roboczymi.',
         submitReportTo: {

src/languages/pt-BR.ts

@@ -1774,6 +1774,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: 'Não foi possível rejeitar o relatório. Tente novamente.',
         },
         moveExpenses: 'Mover para relatório',
+        autoReport: 'Relatório automático',
+        autoReportDescription: 'Adicionar aos relatórios de rascunho em nome do funcionário',
         moveExpensesMaxTransactionsError: `Os relatórios são limitados a ${CONST.REPORT.MAX_TRANSACTIONS} despesas. Mova algumas para outro relatório.`,
         moveExpensesError: 'Você não pode mover despesas de diária para relatórios em outros workspaces, porque as tarifas de diária podem ser diferentes entre os workspaces.',
         submitReportTo: {

src/languages/zh-hans.ts

@@ -1717,6 +1717,8 @@ const translations: TranslationDeepObject<typeof en> = {
             couldNotReject: '无法拒绝该报表。请重试。',
         },
         moveExpenses: '移动到报告',
+        autoReport: '自动报告',
+        autoReportDescription: '代表员工添加到草稿报告',
         moveExpensesMaxTransactionsError: `每个报告最多可包含 ${CONST.REPORT.MAX_TRANSACTIONS} 笔支出。请将部分支出移动到其他报告。`,
         moveExpensesError: '您无法将每日津贴报销移动到其他工作区的报表中，因为不同工作区的每日津贴标准可能不同。',
         submitReportTo: {

src/libs/actions/Transaction.ts

@@ -12,6 +12,7 @@ import type {
 import {READ_COMMANDS, WRITE_COMMANDS} from '@libs/API/types';
 import DateUtils from '@libs/DateUtils';
 import DistanceRequestUtils from '@libs/DistanceRequestUtils';
+import {getMicroSecondOnyxErrorWithTranslationKey} from '@libs/ErrorUtils';
 import {toLocaleDigit} from '@libs/LocaleDigitUtils';
 import {translateLocal} from '@libs/Localize';
 import {buildOptimisticNextStep} from '@libs/NextStepUtils';
@@ -2038,6 +2039,39 @@ function changeTransactionsReport(props: ChangeTransactionsReportProps) {
     });
 }
 
+/**
+ * Reports expenses without naming a destination: the backend puts each one in its owner's latest draft report, or a new
+ * report when they have none. Needed when a selection spans submitters, since any report the App picked would belong to
+ * just one of them. Carries no optimistic data because every update the normal move builds hangs off a destination only
+ * the backend knows.
+ */
+function autoReportTransactions(transactionIDs: string[]) {
+    if (transactionIDs.length === 0) {
+        return;
+    }
+
+    // There is no optimistic move to roll back, but a failure still has to reach the admin: the screen has closed and
+    // the selection is gone by then, so the error is surfaced on the expenses themselves via their red brick road.
+    const successData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.TRANSACTION>> = transactionIDs.map((transactionID) => ({
+        onyxMethod: Onyx.METHOD.MERGE,
+        key: `${ONYXKEYS.COLLECTION.TRANSACTION}${transactionID}`,
+        value: {errors: null},
+    }));
+    const failureData: Array<OnyxUpdate<typeof ONYXKEYS.COLLECTION.TRANSACTION>> = transactionIDs.map((transactionID) => ({
+        onyxMethod: Onyx.METHOD.MERGE,
+        key: `${ONYXKEYS.COLLECTION.TRANSACTION}${transactionID}`,
+        value: {errors: getMicroSecondOnyxErrorWithTranslationKey('iou.error.genericEditFailureMessage')},
+    }));
+
+    const parameters: ChangeTransactionsReportParams = {
+        transactionList: transactionIDs.join(','),
+        reportID: CONST.REPORT.AUTOMATIC_REPORT_ID,
+        transactionIDToReportActionAndThreadData: '{}',
+    };
+
+    API.write(WRITE_COMMANDS.CHANGE_TRANSACTIONS_REPORT, parameters, {successData, failureData});
+}
+
 function getDefaultP2PMileageRate() {
     API.read(READ_COMMANDS.GET_DEFAULT_P2P_MILEAGE_RATE, null);
 }
@@ -2059,6 +2093,7 @@ function getDuplicateTransactionDetails(transactionID?: string) {
 }
 
 export {
+    autoReportTransactions,
     saveWaypoint,
     removeWaypoint,
     getRoute,

src/pages/Search/SearchTransactionsChangeReport.tsx

@@ -14,7 +14,7 @@ import usePersonalPolicy from '@hooks/usePersonalPolicy';
 import usePolicyForMovingExpenses from '@hooks/usePolicyForMovingExpenses';
 
 import {createNewReport} from '@libs/actions/Report';
-import {changeTransactionsReport} from '@libs/actions/Transaction';
+import {autoReportTransactions, changeTransactionsReport} from '@libs/actions/Transaction';
 import getNonEmptyStringOnyxID from '@libs/getNonEmptyStringOnyxID';
 import createDynamicRoute from '@libs/Navigation/helpers/dynamicRoutesUtils/createDynamicRoute';
 import setNavigationActionToMicrotaskQueue from '@libs/Navigation/helpers/setNavigationActionToMicrotaskQueue';
@@ -23,6 +23,7 @@ import {generateReportID, getPersonalDetailsForAccountID, getReportOrDraftReport
 import {shouldRestrictUserBillableActions} from '@libs/SubscriptionUtils';
 import {
     isDistanceRequest as isDistanceRequestUtil,
+    isManagedCardTransaction,
     isManualDistanceRequest as isManualDistanceRequestUtil,
     isOdometerDistanceRequest as isOdometerDistanceRequestUtil,
     isUnreportedManagedCardTransaction,
@@ -119,6 +120,29 @@ function SearchTransactionsChangeReport() {
         return report?.ownerAccountID;
     }, [selectedTransactions, selectedTransactionsKeys, allReports]);
     const targetOwnerPersonalDetails = useMemo(() => getPersonalDetailsForAccountID(targetOwnerAccountID, personalDetails) as PersonalDetails, [personalDetails, targetOwnerAccountID]);
+    // Kept separate from `targetOwnerAccountID`, which stops at the first owner it finds. Counting needs them all.
+    // Only distinct resolved owners count. An owner we cannot resolve must not stand in for a second submitter: for an
+    // unreported expense the report lookup can never resolve one (its reportID is `0`), so a search snapshot missing
+    // the money-request action would otherwise file one cardholder's bulk selection as mixed and strip its report list.
+    // "Auto report" has the backend resolve each destination through the expense's card, so one expense without a card
+    // fails the whole request with "404 Card not found".
+    const areAllManagedCardTransactions = selectedTransactionsKeys.length > 0 && transactions.length === selectedTransactionsKeys.length && transactions.every(isManagedCardTransaction);
+    const hasMultipleSubmitters = useMemo(() => {
+        const ownerAccountIDs = new Set<number>();
+
+        for (const transactionKey of selectedTransactionsKeys) {
+            const selection = selectedTransactions[transactionKey];
+            const reportID = selection?.reportID;
+            const ownerAccountID =
+                selection?.ownerAccountID ?? getReportOrDraftReport(reportID, undefined, undefined, undefined, allReports?.[`${ONYXKEYS.COLLECTION.REPORT}${reportID}`])?.ownerAccountID;
+
+            if (typeof ownerAccountID === 'number') {
+                ownerAccountIDs.add(ownerAccountID);
+            }
+        }
+
+        return ownerAccountIDs.size > 1;
+    }, [selectedTransactions, selectedTransactionsKeys, allReports]);
 
     useHydrateReportsFromSnapshot(currentSearchResults, allReports);
 
@@ -258,6 +282,14 @@ function SearchTransactionsChangeReport() {
         Navigation.goBack(undefined, {afterTransition: clearSelectedTransactions});
     };
 
+    const autoReport = () => {
+        if (selectedTransactionsKeys.length === 0) {
+            return;
+        }
+        autoReportTransactions(selectedTransactionsKeys);
+        Navigation.goBack(undefined, {afterTransition: clearSelectedTransactions});
+    };
+
     const removeFromReport = () => {
         if (selectedTransactionsKeys.length === 0) {
             return;
@@ -302,6 +334,9 @@ function SearchTransactionsChangeReport() {
             transactionPolicyID={selectedReportPolicyID}
             isPerDiemRequest={hasPerDiemTransactions}
             isUnreportedManagedCardTransaction={hasUnreportedManagedCardTransactions}
+            hasMultipleSubmitters={hasMultipleSubmitters}
+            areAllManagedCardTransactions={areAllManagedCardTransactions}
+            autoReport={autoReport}
         />
     );
 }