Skip to content

[Due for payment 2025-05-27] Show settlement account for admins who don't own bank account #61531

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
puneetlath opened this issue May 6, 2025 · 11 comments
Assignees
Labels
Awaiting Payment Auto-added when associated PR is deployed to production Bug Something is broken. Auto assigns a BugZero manager. Weekly KSv2

Comments

@puneetlath
Copy link
Contributor

puneetlath commented May 6, 2025

Part of the Cross Compatible Corporate Cards project

Main issue: https://github.com/Expensify/Expensify/issues/467915

Feature Description

Right now, if you are an admin on a workspace, but not shared on the bank account used for Expensify Card settlement, you see a blank page when you view the settlement account settings.

Image

This is true whether you are a workspace admin looking at a workspace feed's settings or a domain admin looking at a domain feed's settings. To fix this, I have updated the back-end to return paymentBankAccountAddressName and paymentBankAccountNumber in addition to paymentBankAccountID in the card settings object.

Let's update the client to use these, when the user doesn't have the bank account in their bankAccountsList. That way we can still display in the card settings which settlement account is being used.

Manual Test Steps

  1. Set up an accountOwner with a policyA and policyB
  2. invite accountAdmin to both policies as an admin
  3. set up accountOwner with a bank account and enable the Expensify Card on policyA
  4. set up a domain Expensify Card feed on the domain and set its preferred policy as policyB
  5. go to the workspace settings of policyA as accountAdmin
  6. you should be able to see the settlement account for the Expensify Cards
  7. go to the workspace settings of policyB as accountAdmin
  8. you should be able to see the settlement account for the Expensify Cards
Issue OwnerCurrent Issue Owner: @Christinadobrzyn
@puneetlath puneetlath self-assigned this May 6, 2025
@puneetlath puneetlath added the Bug Something is broken. Auto assigns a BugZero manager. label May 6, 2025
Copy link

melvin-bot bot commented May 6, 2025

Triggered auto assignment to @Christinadobrzyn (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

@puneetlath
Copy link
Contributor Author

@koko57 @VickyStash @DylanDylann would one of y'all want to take this? The back-end PR is in review, so will probably go live tomorrow or the day after. But you should be able to start on it with mock data in the meantime.

@DylanDylann
Copy link
Contributor

Ideally, @koko57 or @VickyStash will create the PR, and I’ll assist with the review. If neither is available, I’ll go ahead and create the PR myself.

@waterim
Copy link
Contributor

waterim commented May 7, 2025

Hello, Im Artem from Callstack and will help with this one

@puneetlath
Copy link
Contributor Author

Great. Assigned you @waterim

@puneetlath
Copy link
Contributor Author

How's it going @waterim?

@melvin-bot melvin-bot bot added the Overdue label May 9, 2025
@waterim
Copy link
Contributor

waterim commented May 9, 2025

Started today!

@melvin-bot melvin-bot bot removed the Overdue label May 9, 2025
@flaviadefaria flaviadefaria moved this to Second Cohort - HIGH in [#whatsnext] #migrate May 12, 2025
@melvin-bot melvin-bot bot added Reviewing Has a PR in review Weekly KSv2 and removed Daily KSv2 labels May 12, 2025
@Christinadobrzyn
Copy link
Contributor

Just a heads up that I'm going to be ooo May 21st - May 27th. Back on the 28th.

I'm not going to assign another BZ teammate but if you need someone while I'm gone, please remove and add the Bug label.

@melvin-bot melvin-bot bot added Weekly KSv2 Awaiting Payment Auto-added when associated PR is deployed to production and removed Weekly KSv2 labels May 20, 2025
@melvin-bot melvin-bot bot changed the title Show settlement account for admins who don't own bank account [Due for payment 2025-05-27] Show settlement account for admins who don't own bank account May 20, 2025
Copy link

melvin-bot bot commented May 20, 2025

Reviewing label has been removed, please complete the "BugZero Checklist".

@melvin-bot melvin-bot bot removed the Reviewing Has a PR in review label May 20, 2025
Copy link

melvin-bot bot commented May 20, 2025

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.1.46-12 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

If no regressions arise, payment will be issued on 2025-05-27. 🎊

For reference, here are some details about the assignees on this issue:

  • @waterim does not require payment (Contractor)
  • @DylanDylann requires payment through NewDot Manual Requests

Copy link

melvin-bot bot commented May 20, 2025

@DylanDylann @Christinadobrzyn @DylanDylann The PR fixing this issue has been merged! The following checklist (instructions) will need to be completed before the issue can be closed. Please copy/paste the BugZero Checklist from here into a new comment on this GH and complete it. If you have the K2 extension, you can simply click: [this button]

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Awaiting Payment Auto-added when associated PR is deployed to production Bug Something is broken. Auto assigns a BugZero manager. Weekly KSv2
Projects
Status: Second Cohort - HIGH
Development

No branches or pull requests

4 participants