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Fix OAuth company cards showing as unassigned#81936

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carlosmiceli merged 6 commits intomainfrom
cm-company-cards-last4-matching
Feb 10, 2026
Merged

Fix OAuth company cards showing as unassigned#81936
carlosmiceli merged 6 commits intomainfrom
cm-company-cards-last4-matching

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@carlosmiceli carlosmiceli commented Feb 10, 2026

Explanation of Change

Fixes company card matching logic to correctly identify assigned cards for OAuth feeds (Amex, Chase, Citi, etc.) by normalizing strings to remove special characters instead of exact card name matching.

Problem

Cards are incorrectly showing as "Unassigned" in the Company Cards table even though they have been assigned to employees.

Root Cause

The existing matching logic compares card names as exact strings. This fails for OAuth feeds when card names contain special characters:

  • Database stores: "Business Platinum Card® - MORGAN PIRTLE - 1095" (has ®)
  • OAuth provider returns: "Business Platinum Card - MORGAN PIRTLE - 1095" (no ®)

Fixed Issues

https://github.com/Expensify/Expensify/issues/596544
#80745
PROPOSAL:

Tests

This is easier to test in staging with real customer data because OAuth providers return actual card names with special characters that we should check for.

Offline tests

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// TODO: These must be filled out, or the issue title must include "[No QA]."

  • Verify that no errors appear in the JS console

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codecov bot commented Feb 10, 2026

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
.../companyCards/WorkspaceCompanyCardsTable/index.tsx 0.00% <0.00%> (ø)
src/libs/CardUtils.ts 73.41% <0.00%> (-1.23%) ⬇️
... and 14 files with indirect coverage changes

@carlosmiceli carlosmiceli marked this pull request as ready for review February 10, 2026 06:41
@carlosmiceli carlosmiceli requested review from a team as code owners February 10, 2026 06:41
@melvin-bot melvin-bot bot requested review from deetergp and joekaufmanexpensify and removed request for a team February 10, 2026 06:41
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@deetergp 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]

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@chrispader @fedirjh @hungvu193 not sure who can review this sooner, but it'd be great to get it out there soon to see if it solves the issue that's been going on for a while for our users 🙏

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@MelvinBot can you review too?

@carlosmiceli carlosmiceli changed the title match oauth feeds by last 4 Fix OAuth company cards showing as unassigned Feb 10, 2026
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The changes look straightforward, let me do some testing.

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Comment on lines +162 to +165
const cardLast4 = card.lastFourPAN ?? card.cardName?.match(/(\d{4})$/)?.[1];
const searchLast4 = cardName?.match(/(\d{4})$/)?.[1];

return cardLast4 && searchLast4 && cardLast4 === searchLast4;

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P2 Badge Disambiguate OAuth card matches beyond last 4 digits

Matching OAuth rows solely by lastFourPAN can map multiple table rows to the same assigned card when two cards in a feed share the same last 4 digits. In cardsData, find() returns the first card with a matching suffix, so a second card with the same suffix is shown as assigned to the wrong person (and the real card may appear unassigned), which is a correctness issue for large card sets where suffix collisions are possible.

Useful? React with 👍 / 👎.

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🤖 MelvinBot Code Review

The approach of falling back to last-4-digit matching for OAuth feeds makes sense given the problem (special characters like ® causing exact string mismatches). A few observations:

1. False positive risk with last-4-digit matching

The current fallback matches only on last 4 digits:

const cardLast4 = card.lastFourPAN ?? card.cardName?.match(/(\d{4})$/)?.[1];
const searchLast4 = cardName?.match(/(\d{4})$/)?.[1];
return cardLast4 && searchLast4 && cardLast4 === searchLast4;

If a company has two cards ending in the same 4 digits (e.g., two Amex cards both ending in 1234 assigned to different employees), .find() will return the first match, which could be the wrong card. This would silently assign the wrong cardholder.

Suggestion: Consider adding an additional signal to reduce false positives. For example, since the issue is specifically about special characters (like ® → missing ®), you could normalize the strings before comparing rather than discarding most of the name:

// Normalize both strings to remove special characters, then compare
const normalizedCardName = card.cardName?.normalize('NFKD').replace(/[^\w\s-]/g, '').trim();
const normalizedSearchName = cardName?.normalize('NFKD').replace(/[^\w\s-]/g, '').trim();
return normalizedCardName && normalizedSearchName && normalizedCardName === normalizedSearchName;

This would be immune to ®/ differences while still distinguishing between different cards. Alternatively, if you want to keep the last-4 approach, consider also comparing a normalized prefix/cardholder name portion as a secondary check.

2. Existing utility function

There's already a lastFourNumbersFromCardName utility in CardUtils.ts (line 267) that does essentially the same extraction:

function lastFourNumbersFromCardName(cardName: string | undefined): string {
    const name = cardName ?? '';
    const hasSpace = /\s/.test(name);
    const match = name.match(/(\d{4})$/);
    if (!cardName || cardName === '' || !hasSpace || !match) {
        return '';
    }
    return match[1];
}

Note that the utility has an additional hasSpace guard (requires a space in the name) that your inline regex doesn't. This could matter — if a card name is just "1234" with no spaces, the utility would return '' but your regex would return "1234". Consider reusing the existing utility for consistency.

3. isCardAlreadyAssigned consistency

CardUtils.isCardAlreadyAssigned (line 957) still uses exact cardName matching:

card?.encryptedCardNumber === cardNumberToCheck || card?.cardName === cardNumberToCheck

If the same OAuth card name mismatch problem exists there, it would cause issues in the card assignment flow too (thinking a card isn't assigned when it is, or vice versa). Worth checking if this function also needs updating for consistency.

Summary

The fix addresses a real problem, but the last-4-digit-only matching is a bit broad. A string normalization approach (stripping special characters before comparing) would be more precise and avoid the duplicate-last-4 edge case. Also consider reusing the existing lastFourNumbersFromCardName utility and checking if isCardAlreadyAssigned needs a similar fix.

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Change makes sense from a product perspective

const cardLast4 = card.lastFourPAN ?? card.cardName?.match(/(\d{4})$/)?.[1];
const searchLast4 = cardName?.match(/(\d{4})$/)?.[1];

return cardLast4 && searchLast4 && cardLast4 === searchLast4;
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@carlosmiceli Can we fallback to cardName checking, in case Last4 is empty or we have multiple cards that share the same Last4 ?

if (card.encryptedCardNumber === encryptedCardNumber) {
return true;
}

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Suggested change
// Normalize the card name
if (card.cardName.replace(/[^\w\s-]/g, '') === cardName.replace(/[^\w\s-]/g, '')) {
return true;
}

I think we can also normalize the card names, similar to this PR :

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If last4 can be the same between multiple cards, I think that we only need to compare the cardName here? 🤔

@carlosmiceli Also @MelvinBot 's suggestions are correct, we should also update isCardAlreadyAssigned. So let's create a function and reuse it then.

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@hungvu193 Agreed — matching on last 4 alone is too loose. Here's a concrete suggestion for how to structure this:

Create a shared isMatchingCard function in CardUtils.ts that both WorkspaceCompanyCardsTable and isCardAlreadyAssigned can use:

/**
 * Checks if a card matches a given card identifier (encrypted card number or card name).
 * Uses exact match for encrypted card numbers, and normalized string comparison
 * for card names to handle special character differences from OAuth providers (e.g., ® vs no ®).
 */
function isMatchingCard(card: Card, encryptedCardNumber: string, cardName: string): boolean {
    if (card.encryptedCardNumber === encryptedCardNumber) {
        return true;
    }

    if (!card.cardName || !cardName) {
        return false;
    }

    // Normalize both strings: decompose Unicode (NFKD) and strip non-alphanumeric/space/dash chars
    // This handles ®, ™, and similar special character differences from OAuth providers
    const normalize = (s: string) => s.normalize('NFKD').replace(/[^\w\s-]/g, '').trim();
    return normalize(card.cardName) === normalize(cardName);
}

Then:

  • WorkspaceCompanyCardsTable: Replace the current inline logic with isMatchingCard(card, encryptedCardNumber, cardName)
  • isCardAlreadyAssigned: Replace card?.encryptedCardNumber === cardNumberToCheck || card?.cardName === cardNumberToCheck with isMatchingCard(card, cardNumberToCheck, cardNumberToCheck)

This keeps the full card name comparison (so two cards ending in the same 4 digits won't collide) while handling the ®/ unicode differences that cause the mismatch.

@carlosmiceli Would you like me to implement this, or would you prefer to update the PR yourself?

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@hungvu193 @fedirjh implemented suggestions, ready again!

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  • I have verified the author checklist is complete (all boxes are checked off).
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@melvin-bot melvin-bot bot requested a review from cristipaval February 10, 2026 18:12
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@cristipaval 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]

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

An E/App issue has been created to issue payment here: #82024.

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NAB: Could we also add some tests for the isMatchingCard function?

@carlosmiceli carlosmiceli merged commit 1d0a987 into main Feb 10, 2026
35 checks passed
@carlosmiceli carlosmiceli deleted the cm-company-cards-last4-matching branch February 10, 2026 18:26
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NAB: Could we also add some tests for the isMatchingCard function?

Sounds good, will do in a follow up PR!

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

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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/carlosmiceli in version: 9.3.17-0 🚀

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

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Hi @carlosmiceli. Do we need QA this?

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@IuliiaHerets Mmmm, probably, yes. I'd make this go through any Amex feed QA we have.

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@carlosmiceli, please add QA steps then

@carlosmiceli
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@IuliiaHerets don't we have any Test case for connecting to an Amex feed and ensuring assigned and unassigned cards are properly displayed? Maybe we don't, I just assumed we did.

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@carlosmiceli, we have only this one?

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cc @hungvu193 the card still shows as Unassigned in your video, that's expected?

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Checked with @carlosmiceli in Slack, and the PR has mostly fixed the bug and uncovered another existing bug.

Going to check off the PR from the checklist, since there's no regression.

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🚀 Deployed to production by https://github.com/lakchote in version: 9.3.17-9 🚀

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

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9 participants