[$250] Bank - Payment account and payer fields do not appear after adding bank account

[IuliiaHerets]

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!

---

Version Number: 9.1.8-0
Reproducible in staging?: Yes
Reproducible in production?: Yes
If this was caught during regression testing, add the test name, ID and link from TestRail: Exp
Email or phone of affected tester (no customers): applausetester+030305kh@applause.expensifail.com
Issue reported by: Applause Internal Team
Device used: Mac 15.3 / Chrome
App Component: Workspace Settings

Action Performed:

1. Go to staging.new.expensify.com
2. Go to workspace settings > Workflows.
3. Click Connect bank account.
4. Click Log into your bank.
5. Go throught the setup.
6. On the final step (T&C checkboxes), mark all the checkboxes and click Save and continue.
7. Close the RHP.

Expected Result:

After the bank account is added, payment account and payer will be shown under "Make or track payments".

Actual Result:

After the bank account is added, payment account and payer are not shown under "Make or track payments".

It requires page refresh for the fields to show up.

Workaround:

Unknown

Platforms:

• Android: Standalone
• Android: HybridApp
• Android: mWeb Chrome
• iOS: Standalone
• iOS: HybridApp
• iOS: mWeb Safari
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Bug6760708_1741082022197.20250304_174511.mp4

View all open jobs on GitHub

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021899472044764959575
• Upwork Job ID: 1899472044764959575
• Last Price Increase: 2025-08-28
• Automatic offers:
• allgandalf | Reviewer | 106557416
• mkzie2 | Contributor | 106557418

Issue Owner

Current Issue Owner: @vnvianna

[melvin-bot]

Triggered auto assignment to @bfitzexpensify (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.

[mkzie2]

Proposal

Please re-state the problem that we are trying to solve in this issue.

After the bank account is added, payment account and payer are not shown under "Make or track payments".

What is the root cause of that problem?

I think this came from #56932 where the OpenPolicyWorkflowsPage is not re-triggered after closing the RHP. cc @s77rt @abzokhattab

Previously we use useFocusEffect to re-trigger OpenPolicyWorkflowsPage to keep data up to date whenever the page gets re-focused (closing the RHP is one of those cases).

What changes do you think we should make in order to solve the problem?

We can reapply useFocusEffect for this page only to temporarily fix this issue as this flow is a critical important flow.

useFocusEffect(
    useCallback(() => {
        InteractionManager.runAfterInteractions(() => {
            fetchData();
        });
    }, [fetchData]),
);

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

NA

What alternative solutions did you explore? (Optional)

1. Optimistically update policy.achAccount in addPersonalBankAccount here (I see a TODO there saying we should implement offline pattern soon but it has not been done)
2. Make the BE AddPersonalBankAccount returns the correct policy.achAccount.

[s77rt]

I prefer to not add that use effect. Can wo do one of the following:

1. Optimistically set the bank info data if possible
2. Have the BE return onyx data after the bank is added

[melvin-bot]

@bfitzexpensify Eep! 4 days overdue now. Issues have feelings too...

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021899472044764959575

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @allgandalf (External)