[HOLD 67823][$250] [ORTF] - report:created and report:startdate not optimistically computed

[lanitochka17]

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Version Number: 9.1.97-1
Reproducible in staging?: Y
Reproducible in production?: N/A - new feature, doesn't exist in prod
If this was caught during regression testing, add the test name, ID and link from TestRail: #65862
Email or phone of affected tester (no customers): applausetester+ag1908.2@applause.expensifail.com
Issue reported by: Applause - Internal Team

Set up

1. Follow the pre-testing steps in the manual test document

Action Performed:

1. Log into new expensify

2. Go to workspace settings > Reports

3. Click Default report title

4. Edit the Default report title field with:
   Created {report:created} vs Started {report:startdate}

5. Save the new title

6. Create a new report via FAB

7. Add an expense with a date before the report was created

Expected Result:

After steps 6 and 7 the report name should be computed properly

Actual Result:

After step 6 the report name is set to the un-computed formula until the backend responds. After step 7, the name remains unchanged until the backend responds

Workaround:

Unknown

Platforms:

All

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Platforms Tested:

On which of our officially supported platforms was this issue tested:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Add any screenshot/video evidence

2025-09-12_08-27-39.mp4

2025-09-12_08-30-46.mp4

Backend implementation

    if (partName == "created" || partName == "createddate" || partName == "createdate") {
        return Formula::getFormattedDateForPart(db, fieldPath, reportJSON.getStringMemberWithDefault("created", ""), "yyyy-MM-dd HH:mm:ss");
    }

    if (partName == "startdate" || partName == "enddate") {
        const string date = Report::getTransactionCreatedDate(db, reportID, partName == "enddate");
        return Formula::getFormattedDateForPart(db, fieldPath, date);
    }

string Report::getTransactionCreatedDate(SQLite& db, const int64_t reportID, const bool forMostRecentTransaction, const string& defaultDate)
{
    // Get the most or least recent created date from the report transactions, excluding partial transactions
    const string transactionCreated = DB::read(db,
        "SELECT COALESCE(modifiedCreated, created) AS transactionCreated "
        "FROM transactions "
        "WHERE reportID > 0 "
        "  AND reportID = " + SQ(reportID) + " "
        "  AND (COALESCE(modifiedAmount, amount) != " + to_string(Transaction::PARTIAL_AMOUNT) + " OR COALESCE(NULLIF(modifiedMerchant, ''), merchant) != " + SQ(Transaction::PARTIAL_MERCHANT) + ") "
        "ORDER BY transactionCreated " + (forMostRecentTransaction ? "DESC" : "ASC") + " "
        "LIMIT 1;"
    );
    return transactionCreated.empty() ? defaultDate : transactionCreated;
}

    /**
     * Get the created date of the most recent transaction on a report, otherwise the created date of the oldest transaction.
     * If the report has no transactions, return the default date.
     */
    static string getTransactionCreatedDate(SQLite& db, const int64_t reportID, const bool forMostRecentTransaction, const string& defaultDate = SComposeTime("%Y-%m-%d", STimeNow()));

    static constexpr auto PARTIAL_AMOUNT = 0;
    static constexpr auto PARTIAL_MERCHANT = "(none)";

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Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @neil-marcellini

[melvin-bot]

Triggered auto assignment to @alexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[github-actions]

👋 Friendly reminder that deploy blockers are time-sensitive ⏱ issues! Check out the open `StagingDeployCash` deploy checklist to see the list of PRs included in this release, then work quickly to do one of the following:

1. Identify the pull request that introduced this issue and revert it.
2. Find someone who can quickly fix the issue.
3. Fix the issue yourself.

[melvin-bot]

Triggered auto assignment to @nkuoch (DeployBlockerCash), see https://stackoverflowteams.com/c/expensify/questions/9980/ for more details.

[melvin-bot]

💬 A slack conversation has been started in #expensify-open-source

[nkuoch]

cc @NikkiWines as you've recently worked on some formula parsing I believe?

[nkuoch]

or @neil-marcellini