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Fix - Add bank account shows Not Found for unvalidated admins - #102765

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mountiny merged 3 commits into
Expensify:mainfrom
software-mansion-labs:chore/fix-notfound-for-unvalidated-admin
Oct 5, 2026
Merged

mountiny merged 3 commits into
Expensify:mainfrom
software-mansion-labs:chore/fix-notfound-for-unvalidated-admin

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@jmusial

@jmusial jmusial commented Oct 1, 2026 •

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Explanation of Change

Pass shouldSkipDefaultAccountValidation to PaymentMethodList on the connect existing business bank account page, so "Add bank account" opens the workspace bank account flow (which asks for the magic code itself and keeps the policyID) instead of the Wallet verify page, which showed Not Found and lost the workspace context.

Note

Next step continuation is fixed in #102522

Fixed Issues

$ #101749
PROPOSAL:

Tests

Pre requisites:
Make sure that one of the workspaces have bank account added already

  1. Open the app
  2. Navigate to Workspace > Workflows > Payments > Add bank account
  3. Verify that the "Choose an existing bank account…" screen lists the account
  4. Click "Add bank account"
  5. Verify that the verify account (magic code) page opens instead of Not Found
  6. Enter the magic code
  7. Verify that the bank account purpose page opens

Offline tests

N/A

QA Steps

Same as tests

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)
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    • Android: Native
    • Android: mWeb Chrome
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Screenshots/Videos

MacOS: Chrome / Safari
Screen.Recording.2026-10-01.at.14.59.04.mov

@jmusial

jmusial commented Oct 1, 2026

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@MelvinBot review

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Review

The one-line change fixes the Not Found page. But once the user enters the magic code, they leave the workspace flow, so the new account may never be linked to the workspace.

Problem: After validation, DynamicAddBankAccountVerifyAccountPage.tsx:30 sends admins to the Settings > Wallet purpose page. That page has no policyID. If the user picks "Make payments", CountrySelection.tsx:75 calls navigateToBankAccountRoute without a policyID and uses the personal policy's currency. Two things get skipped:

Suggested fix: Pass shouldSkipDefaultAccountValidation to PaymentMethodList in ConnectExistingBusinessBankAccountPage.tsx:134, as WorkspaceInvoiceVBASection.tsx:283 already does. You can then drop the ROUTES.ts change.

The workspace flow already checks validation and keeps the policyID: VerifiedBankAccountFlowEntryPoint.tsx:189-193 opens BANK_ACCOUNT_VERIFY_ACCOUNT and continues with the option the user picked after the magic code.

If you keep the current approach, update test step 8 to check that the new account ends up connected to that workspace, not just that the purpose page opens.

Other notes
  • Action item 2 from the issue is covered. The other two places that render PaymentMethodList are fine: WalletPage is already in entryScreens, and WorkspaceInvoiceVBASection skips the check.
  • The checklist says unit tests were added, but the PR only changes src/ROUTES.ts.
  • I didn't test this in the app. It needs an unvalidated admin with an eligible business bank account, which the test account doesn't have.

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@jmusial
jmusial marked this pull request as ready for review October 1, 2026 13:09
@jmusial
jmusial requested review from a team as code owners October 1, 2026 13:10
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melvin-bot Bot requested review from aimane-chnaif and flaviadefaria and removed request for a team and flaviadefaria October 1, 2026 13:10
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melvin-bot Bot commented Oct 1, 2026

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@aimane-chnaif 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]

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melvin-bot Bot removed the request for review from a team October 1, 2026 13:10
@jmusial

jmusial commented Oct 2, 2026

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@aimane-chnaif kind bump

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Please pull main

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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
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    • 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.
  • If the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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
before-ios.mp4
after-ios.mp4
iOS: mWeb Safari
MacOS: Chrome / Safari
web.mov
before.mov

@melvin-bot
melvin-bot Bot requested a review from mountiny October 5, 2026 08:28
@mountiny
mountiny merged commit 17c7cc9 into Expensify:main Oct 5, 2026
35 of 37 checks passed
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github-actions Bot commented Oct 5, 2026

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

@OSBotify OSBotify mentioned this pull request Oct 5, 2026
93 tasks done
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OSBotify commented Oct 5, 2026

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🚀 Deployed to staging by https://github.com/mountiny in version: 9.5.3-0 🚀

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

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No help site update is needed. This PR fixes a bug so Add bank account opens the magic code page instead of Not Found, which is what users already expect, so no article sentence becomes incorrect.


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@OSBotify

OSBotify commented Oct 6, 2026

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🚀 Deployed to production by https://github.com/puneetlath in version: 9.5.3-4 🚀

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

Bundle Size Analysis (Sentry):

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5 participants