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Explanation of Change

In invoice room, when we choose Pay as business > Add bank account, it'll open the add personal bank account page. This PR navigates the user to the correct add business bank account page.

Fixed Issues

$ #73763
PROPOSAL: #73763 (comment)

Tests

Same as QA Steps

  • Verify that no errors appear in the JS console

Offline tests

Same as QA Steps

QA Steps

Main test:
Prerequisite: Account B has a default workspace (as admin) and the WS currency is USD

  1. Submit an invoice from account A to account B
  2. Log in to account B
  3. Go to the invoice
  4. Tap Pay > pay as business
  5. Tap Add bank account
  6. Verify the add business bank account page is open

Another case:

Case 1, Account B has no default workspace (as admin), user currency not USD
Case 2, Account B has a default workspace (as admin), both workspace and user currency are not USD

  1. Submit an invoice (from global create) from account A to account B
  2. Log in to account B
  3. Go to the invoice
  4. Tap Pay > pay as business
  5. Verify Add bank account option is not available

Case 3, Account B has no default workspace (as admin), user currency is USD
Case 4, Account B has a default workspace (as admin), WS currency is not USD, but user currency is USD.

  1. Submit an invoice (from global create) from account A to account B
  2. Log in to account B
  3. Go to the invoice
  4. Tap Pay > pay as business
  5. Verify Add bank account option is shown
  6. Press Add bank account
  7. Verify the add business bank account page is open
  8. Verify a new workspace is created

Case 5, invoice room with business type, Account B has a default workspace (as admin) and the WS currency is USD

  1. Submit an invoice (from global create) from account A to account B
  2. Log in to account B
  3. Go to the invoice
  4. Tap Pay > pay as business
  5. Choose mark as paid
  6. As account A, open the invoice room and send another invoice from the composer + button
  7. As account B, change the WS currency to other than USD
  8. Open the newly sent invoice report
  9. Tap Pay > pay as business
  10. Verify Add bank account option isn't available
  • 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
    • MacOS: Desktop
  • 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 verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (see Reviewing the code)
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    • 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 shown in the product is localized by adding it to src/languages/* files and using the translation method
      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • 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)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
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    • 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
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    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
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  • 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 a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • 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.mp4
Android: mWeb Chrome
android.mweb.mp4
iOS: Native
ios.mp4
iOS: mWeb Safari
ios.mweb.mp4
MacOS: Chrome / Safari
web.mp4
MacOS: Desktop
desktop.mp4

@bernhardoj bernhardoj requested review from a team as code owners November 19, 2025 11:31
@melvin-bot melvin-bot bot requested review from mananjadhav and removed request for a team November 19, 2025 11:31
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melvin-bot bot commented Nov 19, 2025

@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]

@melvin-bot melvin-bot bot requested review from heyjennahay and removed request for a team November 19, 2025 11:31
const isInvoiceReceiverPolicyCurrencySupported = isCurrencySupportedForDirectReimbursement(invoiceReceiverPolicy?.outputCurrency ?? '');

const canUseActivePolicy = hasActivePolicyAsAdmin && isActivePolicyCurrencySupported;
const isPolicyCurrencySupported = invoiceReceiverPolicy ? isInvoiceReceiverPolicyCurrencySupported : canUseActivePolicy || isUserCurrencySupported;
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❌ Missing Error Handling

The createWorkspace() function is called within a click handler without any error handling or loading state management.

Why this matters:

  1. Workspace creation is an async operation that can fail (network issues, server errors, etc.)
  2. Users get no feedback while the workspace is being created
  3. If creation fails, navigation to navigateToBankAccountRoute(policyID) may use an invalid policyID

Suggested fix: Add proper async handling:

onSelected: async () => {
    if (payAsBusiness) {
        if (chatReport?.invoiceReceiver?.type === CONST.REPORT.INVOICE_RECEIVER_TYPE.BUSINESS) {
            navigateToBankAccountRoute(chatReport?.invoiceReceiver?.policyID);
        } else {
            if (!canUseActivePolicy) {
                try {
                    const {policyID} = await createWorkspace();
                    navigateToBankAccountRoute(policyID);
                } catch (error) {
                    // Handle error appropriately
                    console.error('Failed to create workspace:', error);
                }
            } else {
                navigateToBankAccountRoute(activePolicy.id);
            }
        }
    } else {
        Navigation.navigate(ROUTES.SETTINGS_ADD_BANK_ACCOUNT.route);
    }
},

Check if createWorkspace() returns a promise and handle it appropriately.

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@bernhardoj Can you check this comment?

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I left this unresolved since I'm not sure how to handle this. We create the workspace optimistically and navigate to the bank account page. Should we show not found page if the workspace is failed to be created?

if ((!isLoading && (isEmptyObject(policy) || !isPolicyAdmin(policy))) || isPendingDeletePolicy(policy)) {
return (
<ScreenWrapper testID={ReimbursementAccountPage.displayName}>
<FullPageNotFoundView
shouldShow
onBackButtonPress={goBackFromInvalidPolicy}
onLinkPress={goBackFromInvalidPolicy}
subtitleKey={isEmptyObject(policy) || isPendingDeletePolicy(policy) ? undefined : 'workspace.common.notAuthorized'}
/>
</ScreenWrapper>

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codecov bot commented Nov 19, 2025

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/components/SettlementButton/index.tsx 0.36% <0.00%> (-0.03%) ⬇️
... and 180 files with indirect coverage changes

@bernhardoj
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bernhardoj commented Nov 19, 2025

Recording of the other cases:

Case 1:

1.mp4

Case 2:

2.mp4

Case 3:

4.mp4

Case 4:

3.mp4

Case 5:

5.mp4

heyjennahay
heyjennahay previously approved these changes Nov 21, 2025
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No concern with product change

@mananjadhav
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Reviewed the code, but requires more testing. @bernhardoj Can you please resolve conflicts?

@bernhardoj
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Fixed the conflict

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mananjadhav commented Nov 30, 2025

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 there are no new alerts related to the canBeMissing param for useOnyx
  • I verified proper code patterns were followed (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 shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • 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)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • 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)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • 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
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
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  • 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 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 a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • 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-business-account-flow.mov
Android: mWeb Chrome
mweb-chrome-business-account-flow.mov
iOS: HybridApp
ios-business-account-flow.mov
iOS: mWeb Safari
mweb-safari-business-account-flow.mov
MacOS: Chrome / Safari
web-business-account-flow.mov

@mananjadhav
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@bernhardoj Can you please resolve the conflicts?

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@mananjadhav fixed

@melvin-bot melvin-bot bot requested a review from cristipaval December 1, 2025 05:05
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3 participants