Company Cards: Add statement close date to new direct card feeds (using plaid)

[s77rt]

Explanation of Change

Fixed Issues

$ #64484
PROPOSAL:

Tests

• Have a workspace with company cards enabled

1. Go to Workspace > Company cards
2. Add company card
3. In country step, choose United Stated
4. In next step, choose Direct feed, then choose Others
5. Verify you are redirected to Plaid
6. Complete Plaid authentication
7. Verify you see a statement close date step
8. Verify you can't proceed until a valid date is selected
9. Verify you were able to add the card feed with success

• Verify that no errors appear in the JS console

Offline tests

n/a

QA Steps

1. Go to Workspace > Company cards
2. Add company card
3. In country step, choose United Stated
4. In next step, choose Direct feed, then choose Others
5. Verify you are redirected to Plaid
6. Complete Plaid authentication
7. Verify you were able to add the card feed with success

• 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)
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  • Android: mWeb Chrome
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Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

Screen.Recording.2025-07-09.at.4.52.03.PM.mov

iOS: mWeb Safari

MacOS: Chrome / Safari

Screen.Recording.2025-07-09.at.4.46.53.PM.mov

MacOS: Desktop

[melvin-bot]

@eVoloshchak 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]

[JS00001]

@eVoloshchak Please ignore, @ikevin127 will review

[JS00001]

Looking good, one question: https://expensify.slack.com/archives/C0920G9GJ0N/p1751976750758379?thread_ts=1751923588.775919&cid=C0920G9GJ0N

[luacmartins]

Additionally, can we fill out the OP with tests steps please

[luacmartins]

We released this beta to everyone, so no need to check for it here

[s77rt]

I copied this logic from src/pages/workspace/companyCards/BankConnection/index.tsx I think it's okay to keep it for consistency. Ideally I think there should be a PR that removes that beta.

[luacmartins]

I think there will be a separate PR to remove this logic. We could also remove this instance in this PR, but NAB.

[ikevin127]

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 tests pass on all platforms & I tested again on:
  • Android: Native
  • Android: mWeb Chrome
  • iOS: Native
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
• 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 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 the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • 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)
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• If any new file was added I verified that:
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• 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.
• 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-hybrid.mp4

Android: mWeb Chrome ☑️

iOS: HybridApp ☑️

iOS: mWeb Safari ✅

ios-mweb.mp4

MacOS: Chrome / Safari ✅

web.mov

MacOS: Desktop ✅

desktop.mov

[luacmartins]

@s77rt for this step Verify you can't proceed until a valid date is selected

The doc says this:

Based on reviewer feedback, we’ll automatically select the Last day of the month option, as this helps ensure that all feeds have a statement close date, without blocking setup. This can be changed later by any admin in Settings.

Let's make sure that we're defaulting to the last day of the month so we don't block users on this flow

[s77rt]

I missed that, thanks for the catch. Just added

[s77rt]

@ikevin127 When testing this you may get an error in the select country page, this is a bug in main, you can just close the error and move forward.

(reported here #65636 (comment))

[ikevin127]

LGTM

Let's make sure that we're defaulting to the last day of the month so we don't block users on this flow

This was fixed:

web-updated.mov

@ikevin127 When testing this you may get an error in the select country page, this is a bug in main, you can just close the error and move forward.

I reproduced it too, seems like a deploy blocker, commented on the offending PR as well, hopefully they fix it asap ✅

[JS00001]

Looks good, lets let @luacmartins review & merge

[luacmartins]

LGTM!

[OSBotify]

✋ 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]

🚀 Deployed to staging by https://github.com/luacmartins in version: 9.1.80-0 🚀

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

[github-actions]

🚀 Deployed to production by https://github.com/luacmartins in version: 9.1.80-8 🚀

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