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Phase 3: Remove flat fallbacks and nest travel writes under TRAVEL_US#84501

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blimpich merged 23 commits intoExpensify:mainfrom
allgandalf:rohansasne/phase3-remove-flat-fallbacks
Mar 17, 2026
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Phase 3: Remove flat fallbacks and nest travel writes under TRAVEL_US#84501
blimpich merged 23 commits intoExpensify:mainfrom
allgandalf:rohansasne/phase3-remove-flat-fallbacks

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@allgandalf allgandalf commented Mar 7, 2026

Explanation of Change

Phase 3 cleanup for issue #81472 (shared Onyx key between card feeds). Now that Phase 2 (Auth PR #20194) guarantees all card settings are nested under program keys (CURRENT for legacy, US/GB for new domains), this PR removes the legacy flat-format fallbacks and nests travel invoicing optimistic writes under TRAVEL_US.

Changes:

  1. CardUtils.ts — Remove flat-format fallback from getCardSettings(). With Phase 2 deployed, all settings are nested, so the auto-detect chain (USCURRENTGB) always finds the correct program. Returns undefined instead of the raw flat object when no nested key is found.
  2. TravelInvoicing.ts — Nest travel-specific data fields (paymentBankAccountID, monthlySettlementDate, isEnabled) under CONST.TRAVEL.PROGRAM_TRAVEL_US in all optimistic/success/failure data. This prevents cross-program data pollution when travel and standard card settings share the same Onyx key.
  3. CardUtilsTest.ts — Update 4 tests to expect undefined instead of flat root fallback.
  4. CardUtils.ts — Added getCardFeedCountry() helper that detects which card program key (US, CURRENT, or GB) exists in the settings object. Used by callers to determine the correct nested key for optimistic writes.
  5. Card.ts — Updated updateSettlementFrequency and updateSettlementAccount to accept a feedCountry parameter and nest optimistic/success/failure writes under the program key when present. Falls back to flat writes when feedCountry is undefined.
  6. ReconciliationAccountSettingsPage.tsx, WorkspaceSettlementAccountPage.tsx, WorkspaceSettlementFrequencyPage.tsx — Pass feedCountry from getCardFeedCountry() to the updated Card.ts functions.

Deploy after: Auth PR https://github.com/Expensify/Auth/pull/20194 is live and stable. DONE

Fixed Issues

$ #81472
$ #84394

Tests

  1. Open a workspace with Expensify Cards enabled
  2. Navigate to Settings → Expensify Card → Settlement Frequency
  3. Verify card settings load correctly (paymentBankAccountID, limit, etc.)
  4. Navigate to Travel Invoicing page
  5. Change settlement frequency between Daily/Monthly
  6. Verify Travel Invoicing settings update correctly under TRAVEL_US
  7. Go back to Expensify Card settings and verify they are NOT corrupted by the travel change
  8. Navigate to Expensify Card → Settlement Account and change the settlement bank account
  9. Verify the change persists and is nested under the correct program key
  10. Navigate to Expensify Card → Settlement Frequency and switch between Daily/Monthly
  11. Verify the frequency change persists correctly
  • Verify that no errors appear in the JS console

Offline tests

  1. Toggle airplane mode
  2. Change Travel Invoicing settlement frequency
  3. Verify optimistic update shows immediately
  4. Change Expensify Card settlement account and settlement frequency
  5. Verify optimistic updates show immediately for both
  6. Go online — verify all settings sync correctly

QA Steps

Same as tests

  • 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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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

- Remove flat-format fallback from getCardSettings() — Phase 2 guarantees
  all settings are nested under program keys (CURRENT/US/GB)
- Nest travel invoicing optimistic writes under TRAVEL_US key instead of
  writing at root level, preventing cross-program data pollution
- Remove duplicate root-level isEnabled in deactivateTravelInvoicing
- Update tests to reflect new behavior (undefined instead of flat root)
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codecov bot commented Mar 9, 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
src/libs/actions/TravelInvoicing.ts 57.35% <100.00%> (ø)
...e/expensifyCard/WorkspaceSettlementAccountPage.tsx 0.00% <0.00%> (ø)
.../WorkspaceTravelInvoicingSettlementAccountPage.tsx 0.00% <0.00%> (ø)
...rkspace/travel/WorkspaceTravelInvoicingSection.tsx 74.21% <0.00%> (ø)
...conciliation/ReconciliationAccountSettingsPage.tsx 0.00% <0.00%> (ø)
...expensifyCard/WorkspaceSettlementFrequencyPage.tsx 0.00% <0.00%> (ø)
src/libs/CardUtils.ts 83.16% <68.18%> (-0.96%) ⬇️
src/libs/actions/Card.ts 0.00% <0.00%> (ø)
... and 11 files with indirect coverage changes

@allgandalf allgandalf marked this pull request as ready for review March 11, 2026 05:44
@allgandalf allgandalf requested review from a team as code owners March 11, 2026 05:44
@melvin-bot melvin-bot bot requested review from thesahindia and removed request for a team March 11, 2026 05:45
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@thesahindia 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]

@melvin-bot melvin-bot bot requested review from joekaufmanexpensify and removed request for a team March 11, 2026 05:45
@allgandalf
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@parasharrajat @ikevin127 , would really appreciate if you guys can test the PR thoroughly 🙏

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…rom travelSettings instead of raw cardSettings
@allgandalf allgandalf requested review from ikevin127 and rlinoz March 16, 2026 06:31
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Addressed all the feedback 🟢

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@parasharrajat any concerns from your side ? #84501 (comment)

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LGTM. 2 small comments to keep the same naming convention everywhere.

Checklist: #84501 (comment)

🎀 👀 🎀 C+ reviewed

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Addressed all the feedback 🟢

Thanks, LGTM ✅

@blimpich blimpich merged commit 524d903 into Expensify:main Mar 17, 2026
40 of 41 checks passed
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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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🚧 @blimpich has triggered a test Expensify/App build. You can view the workflow run here.

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🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #84501.

Android 🤖 iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-524d903-da2c958-7d7090c1895899b695622f0db921a6b89697c504/index.html https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-524d903-da2c958-765ddd9b4770d84050ec15b59ee9ff4d1cd11af2/index.html
Android iOS
Web 🕸️
❌ FAILED ❌
The QR code can't be generated, because the Web build failed

👀 View the workflow run that generated this build 👀

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🚀 Deployed to staging by https://github.com/blimpich in version: 9.3.40-0 🚀

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

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🚀 Deployed to staging by https://github.com/blimpich in version: 9.3.40-0 🚀

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

@IuliiaHerets
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Hi @allgandalf. We can’t change Settlement Frequency via Expensify card settings (only via Travel)
Changing the Settlement account via Travel doesn’t affect the Settlement account in the Expensify card and vice versa.
How can we execute this PR then?

cc @rlinoz @blimpich

Screen.Recording.2026-03-18.at.16.45.40.mp4

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Changing the Settlement account via Travel doesn’t affect the Settlement account in the Expensify card and vice versa.

@IuliiaHerets That's the expected result of this PRs fix, so all good ✅ The Expensify Card related steps are a bit confusing and should be ignored since if Expensify Card's settlement frequency is Daily by default, you're not supposed to be able to change it.

The issue that this PR fixed is that before, when Settlement Frequency was changed specifically for Travel Invoicing, that would affect Expensify card which wasn't desired.

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allgandalf commented Mar 19, 2026

if Expensify Card's settlement frequency is Daily by default, you're not supposed to be able to change it.

@ikevin127 just for your understanding we can update the frequency to monthly but you need a good balance history submited to EXFY :) (something on these terms, not really sure loll, i got to know this from @blimpich the other day). Which normal test accounts dont.

Either ways shouldn't block our PR, thanks for prompt reply, posted the above message just for your knowledge

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🚀 Deployed to production by https://github.com/cristipaval in version: 9.3.41-4 🚀

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

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7 participants