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[HOLD E/E issue 594594 and App PR 85759] fix: navigation issue after adding Plaid feed in Collect workspace#85688

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dominictb:fix/navigation-issue-after-adding-plaid-feed
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[HOLD E/E issue 594594 and App PR 85759] fix: navigation issue after adding Plaid feed in Collect workspace#85688
dominictb wants to merge 2 commits intoExpensify:mainfrom
dominictb:fix/navigation-issue-after-adding-plaid-feed

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@dominictb dominictb commented Mar 18, 2026

cc @joekaufmanexpensify, coming from #81286 (comment)

Explanation of Change

Cross-posting my proposal from the private repo here for visibility:

Problem

  • The Collect workspace is initially connected to a domain-level feed in OldDot (CSV feed).
  • We connect it to another new feed in NewDot

⇒ We'd be prompted to upgrade to Control because we've reach the company cards limit (1 feed) on Collect plan ❌

It shouldn't work that way. CSV feed is a special feed that shouldn't count towards the limit. So even after connecting to a new feed in NewDot, the count should only be 1 feed (excluding CSV feed). We should have not reached the limit yet!

See bug recording here #81286 (comment).

Root cause

  1. domainOrWorkspaceAccountID is initially the domainID which refers to a domain-level feed (CSV feed):

const domainOrWorkspaceAccountID = getDomainOrWorkspaceAccountID(workspaceAccountID, selectedFeed);

  1. After adding the new Plaid feed, we set the lastSelectedFeed to be that Plaid feed:

if (newFeed) {
updateSelectedFeed(newFeed, policyID);
}

  1. That recomputes the domainOrWorkspaceAccountID and changes it to workspaceActorID - workspace-level feed (Plaid feed) in the background. That change triggers the effect to call OpenCompanyCardsPage API:

openPolicyCompanyCardsPage(policyID, domainOrWorkspaceAccountID, emailList, translate);
}, [domainOrWorkspaceAccountID, policyID, translate]);

  1. That action sets the feed isLoading from true to false to indicate API response loading. That makes useIsBlockedToAddNewFeed misunderstand as adding another new feed:

const isLoading = !cardFeeds || !!defaultFeed?.isLoading;
useEffect(() => {
if (isLoading) {
return;
}
const connectedFeeds = Object.keys(companyFeeds).filter((feedKey) => !isCSVFeedOrExpensifyCard(feedKey)).length;
setPrevCompanyFeedsLength(connectedFeeds);
// eslint-disable-next-line react-hooks/exhaustive-deps -- we don't want this effect to run again
}, [isLoading]);

  1. So we're blocked and prompted to upgrade the workspace.

So the breaking point here is (2) because we set the lastSelectedFeed too early when the AddNewCardPage is still open and useIsBlockedToAddNewFeed is still checking.

Solution

Only set lastSelectedFeed after AddNewCardPage RHP completely closes.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/602453
PROPOSAL:

Tests

Preconditions:

  1. Go to NewDot
  2. Go to that Collect workspace settings > Company cards
  3. Verify the CSV feed shows
  4. Try to import a new card feed from Plaid
  5. Verify the Plaid feed is imported successfully and workspace upgrade page doesn't show
  • Verify that no errors appear in the JS console

Offline tests

NA

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)
    • 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).
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    • Android: mWeb Chrome
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      • 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:
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  • 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)
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    • 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
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  • 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.
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  • 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.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-03-19.at.02.32.51.mov

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codecov bot commented Mar 18, 2026

Codecov Report

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

Files with missing lines Coverage Δ
...s/workspace/companyCards/addNew/AddNewCardPage.tsx 0.00% <ø> (ø)
... and 95 files with indirect coverage changes

@dominictb dominictb marked this pull request as ready for review March 18, 2026 20:15
@dominictb dominictb requested review from a team as code owners March 18, 2026 20:15
@melvin-bot melvin-bot bot requested review from ahmedGaber93 and removed request for a team March 18, 2026 20:15
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melvin-bot bot commented Mar 18, 2026

@ahmedGaber93 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 18, 2026 20:15
@dominictb
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@ahmedGaber93 This is complicated to reproduce so let me know if you had questions/need support.

@dominictb
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PRs to add afterTranstion option #83899 and to refactor add new card flow #85717 were all reverted. So we're not clear of the best solution to move forward. Let's hold this for those two.

@dominictb dominictb marked this pull request as draft March 19, 2026 16:04
@dominictb dominictb changed the title fix: navigation issue after adding Plaid feed in Collect workspace [HOLD App issue 85693 and PR 85759] fix: navigation issue after adding Plaid feed in Collect workspace Mar 19, 2026
@dominictb dominictb changed the title [HOLD App issue 85693 and PR 85759] fix: navigation issue after adding Plaid feed in Collect workspace [HOLD E/E issue 594594 and App PR 85759] fix: navigation issue after adding Plaid feed in Collect workspace Mar 23, 2026
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