[Internal QA] Don't count CSV uploads in Classic as a feed in ND

[allgandalf]

Explanation of Change

Plaid connects to international bank accounts that weren't allowed in Classic. So there's a high chance that an international customer in ND has a CSV upload in Classic.

Currently, Collect users are blocked from adding more than one feed in ND( CSV upload in Classic is counting as a feed in ND for Collect customers.) , so the CSV upload is blocking them from connecting cards in ND

We want to allow these users to connect through Plaid and abandon the CSV upload process.

With this PR, we allow creation of the feed for collect customers if their existing feed is a csv feed.

Deployment Plan:

• https://github.com/Expensify/Auth/pull/18630
• [Internal QA] Don't count CSV uploads in Classic as a feed in ND #77117 (Needs Auth PR to be deployed to prod to test)

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/569331
PROPOSAL: N/A

Tests

• Verify that no errors appear in the JS console

Offline tests

QA Steps

Test 1:

1. Login as a new collect user > create worksapce
2. Go to OldDot > Go to supportal tool > supportal login as the ND user
3. Go to Manage Commercial Card Setups > Set Commercial Card Feed
4. Enter the policyID of the workspace of the user on ND and then select: Stripe Feed.
5. Create the feed
6. Now go to ND > workspace > company cards
7. Click on feed selector and click add cards

Verify that you are not shown a upgrade workspace modal and are shown a RHP to select country

8. Select United States > Select commercial feed > AMEX > enter any value and click submit

Verify that a feed is added successfully with the message We're reviewing your request....

9. Open the feed selector again > click add cards

Verify that now a upgrade RHP appears

Test 2

1. Login as a new collect user > Create workspace
2. Add a pending comapny card feed > Try creating another feed

Verify that you are shown the upgrade modal

• 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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Screen.Recording.2025-12-23.at.3.02.03.PM.mov

[codecov]

Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines	Coverage Δ
src/hooks/useIsBlockedToAddFeed.ts	100.00% <100.00%> (ø)
src/libs/CardUtils.ts	71.09% <100.00%> (+0.22%)	⬆️
...es/workspace/companyCards/BankConnection/index.tsx	0.00% <0.00%> (ø)
...s/workspace/companyCards/addNew/AddNewCardPage.tsx	0.00% <0.00%> (ø)
... and 12 files with indirect coverage changes

[melvin-bot]

@alitoshmatov 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]

[allgandalf]

All yours @mountiny

[github-actions]

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

[mountiny]

Asked for QA in thread https://expensify.slack.com/archives/C07NMDKEFMH/p1767696247256889

[mountiny]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
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  • 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
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• 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.
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  • Android: HybridApp
  • Android: mWeb Chrome
  • iOS: HybridApp
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• 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.
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Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

[github-actions]

🧪🧪 Use the links below to test this adhoc build on Android, iOS, Desktop, and Web. Happy testing! 🧪🧪
Built from App PR #77117.

Android 🤖	iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-5e65ac08982e0037c3cd744d69ca47cc23e6cca6/index.html	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-511b83f734adde69b27388c48400035478b70572/index.html

Desktop 💻	Web 🕸️
⏩ SKIPPED ⏩	https://77117.pr-testing.expensify.com
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---

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[heyjennahay]

@allgandalf to clarify with the tests, neither of these seem to involve loading a CSV in Classic. Or is the Stripe Feed actually the equivalent to a CSV bank statement import?

[allgandalf]

Or is the Stripe Feed actually the equivalent to a CSV bank statement import?

Yes!

[allgandalf]

Alternatively, you can just add csv feed if you have and test this PR, it would work the same both ways

[heyjennahay]

Testing completed without issue. Nice work!

jenna+collectv2downgradetestfinal@expensifail.com

Test 1:

2E2F3F3AB8F14FE2

1. Login as a new collect user > create worksapce
2. Go to OldDot > Go to supportal tool > supportal login as the ND user
3. Go to Manage Commercial Card Setups > Set Commercial Card Feed
4. Enter the policyID of the workspace of the user on ND and then select: Stripe Feed.
5. Create the feed
6. Now go to ND > workspace > company cards
7. Click on feed selector and click add cards

Verify that you are not shown a upgrade workspace modal and are shown a RHP to select country ✅

8. Select United States > Select commercial feed > AMEX > enter any value and click submit

Verify that a feed is added successfully with the message We're reviewing your request.... ✅

9. Open the feed selector again > click add cards

Verify that now a upgrade RHP appears ✅

Test 2

5864F6ED08A2E61A

1. Login as a new collect user > Create workspace
2. Add a pending comapny card feed > Try creating another feed

Verify that you are shown the upgrade modal ✅

[heyjennahay]

Changes to product LGTM

[allgandalf]

Niceeee, thanks!

[mountiny]

Thanks

[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.

[OSBotify]

🚀 Deployed to staging by https://github.com/MariaHCD in version: 9.2.96-1 🚀

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

[nkuoch]

This created a regression: #79182

[allgandalf]

Created a revert: #79206

[OSBotify]

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.96-6 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.96-6 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/arosiclair in version: 9.2.96-6 🚀

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