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Bulk edit company card transaction start dates #101355

Description

@joekaufmanexpensify

@JmillsExpensify and I were discussing recent customer feedback about bulk adjusting company card start date and think this is a quick win worth adding.

Details

  • Today, admins can update a transaction start date for one assigned company card from its details page. They can choose a custom date or From the beginning.
  • Updating this date already triggers a re-scrape for that card. Transactions before the selected date are excluded, and transactions already stored for the card are deduplicated.
  • We are not changing that existing import, date-filtering, or deduplication behavior in this issue. Just adding an entry point to adjust this for multiple cards at once using the existing logic.
  • The Company cards bulk-actions menu already shows card-specific actions only when every selected card is assigned. If any selected card is unassigned, it hides those actions while keeping generic actions such as Export as CSV available.
  • Bulk action: add an Update transaction start date action to that menu, using the same assigned-cards-only eligibility rule.
  • Transaction start date page: selecting the action opens the existing transaction-start-date page with copy clarifying that the chosen date will apply to all selected cards. I think that is sufficient versus showing all the selected cards on this page. Updated body copy:
    • Choose a transaction start date for all selected cards. We'll sync transactions from that date onwards, excluding those we already imported.
  • Bulk update: saving sends a new command that accepts multiple card IDs and applies the existing per-card transaction-start-date behavior to every selected card.
  • Success toast: after the update succeeds, show a success growl on the company card page as feedback.

Mockups

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Issue OwnerCurrent Issue Owner: @hungvu193

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