Skip to content

Disable deposit account collection optimistically when payments turned off - #105334

Merged
arosiclair merged 2 commits into
Expensify:mainfrom
dukenv0307:disable-collect-deposit-accounts-on-payments-off
Nov 2, 2026
Merged

arosiclair merged 2 commits into
Expensify:mainfrom
dukenv0307:disable-collect-deposit-accounts-on-payments-off

Conversation

@dukenv0307

@dukenv0307 dukenv0307 commented Oct 29, 2026 •

Copy link
Copy Markdown
Contributor

Explanation of Change

setWorkspaceReimbursement now optimistically sets isCollectDepositAccountsEnabled: false and clears reimbursement.countries when the choice is None (reimburseNo)

Fixed Issues

$ #96084
PROPOSAL:

Tests

Precondition:

  • Enable collectDepositAccounts beta.
  1. Go to staging.new.expensify.com
  2. Go to workspace settings > Workflows > Payments.
  3. Enable Collect employee bank details.
  4. Disable payment
  5. Enable it again
  6. Verify that the toggle Collect employee bank details is off
  • Verify that no errors appear in the JS console

Offline tests

Same as above

QA Steps

Same as above

  • 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 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 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 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 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
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-10-29.at.10.51.38.mov

@dukenv0307 dukenv0307 changed the title [Hold BE#26016] Disable deposit account collection optimistically when payments turned off Disable deposit account collection optimistically when payments turned off Oct 30, 2026
@dukenv0307
dukenv0307 marked this pull request as ready for review October 30, 2026 11:35
@dukenv0307
dukenv0307 requested review from a team as code owners October 30, 2026 11:35
@melvin-bot
melvin-bot Bot requested review from bernhardoj and removed request for a team October 30, 2026 11:36
@melvin-bot

melvin-bot Bot commented Oct 30, 2026

Copy link
Copy Markdown

@bernhardoj 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]

@melvin-bot
melvin-bot Bot requested a review from garrettmknight October 30, 2026 11:36
@chatgpt-codex-connector

chatgpt-codex-connector Bot commented Oct 30, 2026 •

Copy link
Copy Markdown

Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-10-30T11:50:58.194261Z fcddf86 Draft marked ready
ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review" or "@codex security review".

Codex reacts with 👀 while any review is running, comments if it has suggestions, and reacts with 👍 once all reviews finish with no findings.

@melvin-bot
melvin-bot Bot removed the request for review from a team October 30, 2026 11:36

@chatgpt-codex-connector chatgpt-codex-connector Bot left a comment

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: fcddf868f3

ℹ️ About Codex in GitHub

Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".

});
}

// Turning payments off also stops collecting employee bank details and clears the reimbursement countries

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

P1 Badge Explain why the deposit settings follow payments

This comment only paraphrases the REIMBURSEMENT_NO condition and the two assignments immediately below it, so it violates the required comment-why standard and will be flagged by the repository's inline reviewer. Remove it or state the non-obvious invariant, such as that the API clears these fields server-side and the optimistic cache must mirror that behavior.

AGENTS.md reference: AGENTS.md:L7-L10

Useful? React with 👍 / 👎.

@bernhardoj

bernhardoj commented Oct 31, 2026 •

Copy link
Copy Markdown
Contributor

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 any copy / text that was added to the app 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 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 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
iOS: mWeb Safari
MacOS: Chrome / Safari
w.mp4
e.mp4

@melvin-bot
melvin-bot Bot requested a review from arosiclair October 31, 2026 06:04
@arosiclair
arosiclair merged commit 0fdf08f into Expensify:main Nov 2, 2026
44 of 48 checks passed
@github-actions

github-actions Bot commented Nov 2, 2026

Copy link
Copy Markdown
Contributor

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

@OSBotify

OSBotify commented Nov 2, 2026

Copy link
Copy Markdown
Contributor

✋ 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

github-actions Bot commented Nov 2, 2026

Copy link
Copy Markdown
Contributor

@OSBotify OSBotify mentioned this pull request Nov 2, 2026
75 tasks done
@OSBotify

OSBotify commented Nov 2, 2026

Copy link
Copy Markdown
Contributor

🚀 Deployed to staging by https://github.com/arosiclair in version: 9.5.28-4 🚀

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

@IuliiaHerets

Copy link
Copy Markdown

Hi @dukenv0307. How can we enable the collectDepositAccounts beta? Is an Expensifail account ok to use?

cc @arosiclair @garrettmknight

@dukenv0307

Copy link
Copy Markdown
Contributor Author

@IuliiaHerets You can enable it in Beta overrides page

Screenshot 2026-11-03 at 09 59 07

@OSBotify

OSBotify commented Nov 3, 2026

Copy link
Copy Markdown
Contributor

🚀 Deployed to staging by https://github.com/arosiclair in version: 9.5.30-0 🚀

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

@OSBotify

OSBotify commented Nov 3, 2026

Copy link
Copy Markdown
Contributor

🚀 Deployed to production by https://github.com/blimpich in version: 9.5.30-0 🚀

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

Bundle Size Analysis (Sentry):

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

5 participants