Skip to content

Show permission modal for bank account currency flow#95609

Merged
flodnv merged 4 commits into
Expensify:mainfrom
ShridharGoel:fix-bank-account-currency-permission-modal
Jul 20, 2026
Merged

Show permission modal for bank account currency flow#95609
flodnv merged 4 commits into
Expensify:mainfrom
ShridharGoel:fix-bank-account-currency-permission-modal

Conversation

@ShridharGoel

@ShridharGoel ShridharGoel commented Jul 8, 2026

Copy link
Copy Markdown
Contributor

Explanation of Change

This PR prevents payments admins from being sent to the admin-only workspace currency page from the Workflows bank account flow.

When a payments admin tries to add a bank account for a workspace with an unsupported output currency, clicking "Update workspace currency" now shows a "Not so fast" modal. The modal explains that only bank accounts matching the workspace output currency can be added and asks the user to contact a workspace admin to adjust permissions.

Workspace admins can still continue to the currency page from the same flow.

Fixed Issues

$ #95560
PROPOSAL: #95560 (comment)

Tests

  1. Sign in as a payments admin for a non-USD Control workspace that has no bank account set up.
  2. Go to workspace settings > Workflows.
  3. Click Add bank account.
  4. Verify a "Not so fast" modal appears with the expected permission message.
  5. Click OK.
  6. Verify the app stays on the Workflows page and does not show the Not here page.
  7. Sign in as a workspace admin for the same workspace.
  8. Go to workspace settings > Workflows.
  9. Click Add bank account.
  10. Verify the workspace currency warning modal appears.
  11. Click Update workspace currency.
  12. Verify the workspace admin is navigated to the workspace currency page.
  • Verify that no errors appear in the JS console

Offline tests

Same as tests.

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).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • 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)
  • If any new file was added I verified that:
    • 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
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • If new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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

@melvin-bot

melvin-bot Bot commented Jul 8, 2026

Copy link
Copy Markdown

Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

@codecov

codecov Bot commented Jul 8, 2026

Copy link
Copy Markdown

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
...ges/workspace/workflows/WorkspaceWorkflowsPage.tsx 73.85% <100.00%> (-0.52%) ⬇️
... and 820 files with indirect coverage changes

@ShridharGoel
ShridharGoel marked this pull request as ready for review July 12, 2026 09:09
@ShridharGoel
ShridharGoel requested review from a team as code owners July 12, 2026 09:09
@melvin-bot
melvin-bot Bot requested review from Pujan92 and trjExpensify and removed request for a team July 12, 2026 09:09
@melvin-bot

melvin-bot Bot commented Jul 12, 2026

Copy link
Copy Markdown

@Pujan92 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]

@trjExpensify trjExpensify left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

https://expensify.slack.com/archives/C01GTK53T8Q/p1783966246043539?thread_ts=1783494871.093319&cid=C01GTK53T8Q - sounds like we've agreed on what the copy variation for this should be.

@Pujan92

Pujan92 commented Jul 14, 2026

Copy link
Copy Markdown
Contributor

Thanks!

@ShridharGoel we need to update the copy

@Pujan92

Pujan92 commented Jul 17, 2026

Copy link
Copy Markdown
Contributor

Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible 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 checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • 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
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
  • 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2026-07-17.at.21.30.28.mov

@Pujan92 Pujan92 left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

LGTM!

Screen.Recording.2026-07-17.at.21.30.28.mov

@melvin-bot
melvin-bot Bot requested a review from flodnv July 17, 2026 16:02
@flodnv
flodnv merged commit 907ebe0 into Expensify:main Jul 20, 2026
36 checks passed
@github-actions

Copy link
Copy Markdown
Contributor

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

@OSBotify

Copy link
Copy Markdown
Contributor

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

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Deployed to staging by https://github.com/flodnv in version: 9.4.41-0 🚀

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

@MelvinBot

Copy link
Copy Markdown
Contributor

🤖 No help site changes required.

I reviewed the changes in this PR against Expensify's help site files under App/docs/articles and don't believe any updates are needed.

Why: This PR is a permission/error-handling refinement in the Workflows bank account flow. Instead of routing a non-workspace-admin (e.g. a payments admin) to the admin-only workspace currency page when the workspace has an unsupported output currency, it now shows a "Not so fast" confirmation modal explaining they should contact a workspace admin. Workspace admins retain the existing "Update workspace currency" behavior. The change is limited to WorkspaceWorkflowsPage.tsx plus the new notAllowedToAddBankAccount copy string across the language files.

I checked the articles that document these flows and none describe this edge case in a way that becomes inaccurate:

None of these get into which role can change the workspace currency from within the add-bank-account flow, so the new modal doesn't contradict or require new documentation. This is an in-app guardrail rather than a documented product capability.

⚠️ Note: I could not verify this in the browser (NewDot web could not be driven in this run), so this conclusion is based on static analysis of the diff and the help site markdown only.

@ShridharGoel, if you feel this behavior should be documented (for example, in the Workspace Workflows article), let me know and I'll draft the help site PR.

@OSBotify

Copy link
Copy Markdown
Contributor

🚀 Deployed to production by https://github.com/yuwenmemon in version: 9.4.41-4 🚀

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

Bundle Size Analysis (Sentry):

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

6 participants