[BYOC] [Bulk Card Assignments] Release 1+2

[chrispader]

Explanation of Change

This PR updates the Company Cards page with a new UI/Table and shorter flow for assigning cards to members. Assignments can now be initiated directly from each card row, dramatically reducing steps and improving clarity with immediate visual feedback. The new table component supports searching, filtering, and sorting cards so admins can manage large card lists efficiently, and we envision using this component across multiple workspace editor tables as well.

• Unified table showing both assigned and unassigned cards in one place
• Inline “Assign card” button on each unassigned row, replacing the old entry point
• Shortened assignment flow by skipping the card-selection step when initiated from a row
• Updated confirmation screen to clearly show cardholder, transaction start date, and card name
• Ability to edit the transaction start date directly from the confirmation screen
• Added required translation strings for new UI elements
• Added a dedicated Card Name column with fallback display of “{FirstName}’s card” when no custom name is set
• Optimistic UI updates so assignments appear immediately while the request is pending
• Inline RBR errors on card rows when assignments fail
• RBR dots across the whole workspace area
• Always-visible search bar that filters by card name, card number, or employee email/display name
• Status filter buttons for All, Assigned, and Unassigned cards
• Proper messaging when searching and filtering yields no results
• Sortable table headers allowing sorting by member, card number, or card name
• Updated UI components in the confirmation step for clearer labeling and avatar display
• Updated new member invite flow and navigation during card assignment
• Documented manual QA scenarios for assignment flows, offline behavior, and search/filter/sort features
• Added required translation strings for new UI elements

We also included bug fixes and polished originally out-of-scope issues such as showing a message in Last Updated field in card details, improving loading displays, among other small tweaks.

Fixed Issues

https://github.com/Expensify/Expensify/issues/570675

Tests

Tests can be found here: https://github.com/Expensify/Expensify/issues/579524

• Verify that no errors appear in the JS console

Offline tests

QA Steps

Same as Tests 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 verified there are no new alerts related to the canBeMissing param for useOnyx
• 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 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
• 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)
• 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
• I verified that if a function's arguments changed that all usages have also been updated correctly
• 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.
• 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.
• I verified that similar component doesn't exist in the codebase
• I verified that all props are defined accurately and each prop has a /** comment above it */
• I verified that each file is named correctly
• I verified that each component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
• I verified that the only data being stored in component state is data necessary for rendering and nothing else
• In component if we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
• 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)
• I verified that component internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
• I verified that all JSX used for rendering exists in the render method
• I verified that each 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
• I verified that similar component doesn't exist in the codebase
• I verified that all props are defined accurately and each prop has a /** comment above it */
• I verified that each file is named correctly
• I verified that each component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
• I verified that the only data being stored in component state is data necessary for rendering and nothing else
• In component if we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
• 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)
• I verified that component internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
• I verified that all JSX used for rendering exists in the render method
• I verified that each 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

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

[melvin-bot]

🎯 @hungvu193, thanks for reviewing and testing this PR! 🎉

An E/App issue has been created to issue payment here: #78187.

[hungvu193]

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)
  • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
  • All JSX used for rendering exists in the render method
  • 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 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: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

[hoangzinh]

LGTM 🙏

Outdated.

[chiragsalian]

I was asked to help push this forward and so here i am. lets ship this 🙂

[carlosmiceli]

@chiragsalian YOU'RE THE BEST!

[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.

[dannymcclain]

I was asked to help push this forward and so here i am. lets ship this 🙂

🙇🙇🙇

[OSBotify]

🚀 Deployed to staging by https://github.com/chiragsalian in version: 9.2.86-0 🚀

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

[nlemma]

Hey @chrispader, there are two different offline behaviors happening. For Direct feeds, "You appear to be offline" modal gets displayed when clicking on the assign button while offline, on the other hand for Card feeds, the app lets user pass until the confirmation page and then the assign card becomes greyed, is this expected?

Release.1.-.Offline.mode.Card.feed.mp4

Release.1.-.Offline.mode.mp4

[hungvu193]

Hey @chrispader, there are two different offline behaviors happening. For Direct feeds, "You appear to be offline" modal gets displayed when clicking on the assign button while offline, on the other hand for Card feeds, the app lets user pass until the confirmation page and then the assign card becomes greyed, is this expected?

Release.1.-.Offline.mode.Card.feed.mp4
Release.1.-.Offline.mode.mp4

According to this comment, I believe this is expected behavior at least for now:

App/src/hooks/useAssignCard.ts

Lines 91 to 92 in 589574c

	// If the feed is a direct feed (not a commercial feed) and the user is offline,
	// show the offline alert modal to inform them of the connectivity issue.

[chrispader]

@nlemma @hungvu193 Yes, i'm not sure what the best approach here is. @dannymcclain @carlosmiceli @tgolen do you guys have any opinion on what offline pattern we should use here and whether we should differentiate between direct vs. commercial card feeds?

This behavior hasn't been changed directly by this PR afaik, but we'll definitely want to change this imo, as the current state seems inconsistent to me.

[OSBotify]

🚀 Deployed to production by https://github.com/marcaaron in version: 9.2.86-4 🚀

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