Fix: Remove GBR and 'Add a bank account' for paid invoices

[ikevin127]

Explanation of Change

This PR fixes the GBR to "Add a bank account" persiststing in the LHN despite the invoice being marked as "Paid elsewhere". There are 4 key places where this shows up which are all covered in this PR:

• the sidebar (LHN) parent report containing 2 or more child invoices with the same issue
• the sidebar (LHN) report GBR for child invoices
• the report action message showing the Add a bank account button
• the parent report preview including groups of 2 or more invoices

Fixed Issues

$ #53577
PROPOSAL: #53577 (comment)

Tests

Precondition: The account must have bank account added and showing up in both Settings > Wallet section and WS Settings > Workflows section.

1. Send an invoice from this workspace to another user account (@gmail.com).
2. Log into the receiving account (@gmail.com), and mark the invoice as "Paid elsewhere."
3. Wait for a month and verify that there's no GBR to "Add a bank account" in the sidebar (LHN) report associated with paid invoice from (2).

Note: See before / after screenshots below for a better grasp of what the fix does.

• Verify that no errors appear in the JS console

Offline tests

N/A.

QA Steps

Precondition: The account must have bank account added and showing up in both Settings > Wallet section and WS Settings > Workflows section.

1. Create a test workspace using your @expensify.com account and make sure BA is added in WS Settings > Workflows section as well as in Settings > Wallet (user's side).
2. Send an invoice from this workspace to another user account (@gmail.com).
3. Log into the receiving account (@gmail.com), and mark the invoice as "Paid elsewhere."
4. Wait for a month and verify that there's no GBR to "Add a bank account" in the sidebar (LHN) report associated with paid invoice from (3).

Note: See before / after screenshots below for a better grasp of what the fix does.

• 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
  • MacOS: Desktop
• 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)
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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:
  • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • 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)
  • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
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• 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)
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• 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.
• 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.
• 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

Before (LHN)	After (LHN)

Before (Parent report)	After (Parent report)

Before (Child invoice)	After (Child invoice)

Android: mWeb Chrome

Before (LHN)	After (LHN)

Before (Parent report)	After (Parent report)

Before (Child invoice)	After (Child invoice)

iOS: Native

Before (LHN)	After (LHN)

Before (Parent report)	After (Parent report)

Before (Child invoice)	After (Child invoice)

iOS: mWeb Safari

Before (LHN)	After (LHN)

Before (Parent report)	After (Parent report)

Before (Child invoice)	After (Child invoice)

MacOS: Chrome / Safari

Before (parent)	After (parent)

Before (child)	After (child)

MacOS: Desktop

Before (parent)	After (parent)

Before (child)	After (child)

[melvin-bot]

@allroundexperts 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]

[allroundexperts]

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 tests pass on all platforms & I tested again on:
  • Android: Native
  • Android: mWeb Chrome
  • iOS: Native
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
• 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 shown in the product is localized by adding it to src/languages/* files and using the translation method
  • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • 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)
  • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
  • I verified the JSDocs style guidelines (in STYLE.md) were followed
• 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)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
• 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
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  • 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.
• 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.
• 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: Native

Screen.Recording.2024-12-19.at.7.44.59.AM.mov

Android: mWeb Chrome

Screen.Recording.2024-12-19.at.7.34.37.AM.mov

iOS: Native

Having issues with iOS build

iOS: mWeb Safari

Screen.Recording.2024-12-19.at.7.24.13.AM.mov

MacOS: Chrome / Safari

Screen.Recording.2024-12-19.at.7.18.52.AM.mov

MacOS: Desktop

Screen.Recording.2024-12-19.at.7.21.17.AM.mov

[allroundexperts]

Wait for a month and verify that there's no GBR to "Add a bank account" in the sidebar (LHN) report associated with paid invoice from (3).

@ikevin127 Are there any friendly test steps for me? 😄

[ikevin127]

The reason I was able to put up a proposal is that I already had this bug present and visible in at the top of my LHN and recognized it right away, being able to debug and come up with a fix. From my side, here's the steps needed on my side to reproduce consistently, just checked again on staging:

Important

Preconditions

1. [User A] (owner of workspace and the one that will send the invoice) must have test bank account added and showing up in both Settings > Wallet section and WS Settings > Workflows section. WS Invoices must be Enabled.
2. [User B] Must have test bank account added and showing up in their Settings > Wallet section.

Note: By WS I am referring to the same newly created workspace which should have the settings as described in Preconditions - Step (1).

Tip

Steps

1. [User A] Invite new gmail account user ([User B]) to WS.
2. [User A] Send manual amount invoice to [User B] (To: [User B], Sent from: WS).
3. [User B] Pay the invoice with Pay elsewhare.
4. [User A] Verify that there's no GBR to "Add a bank account" in the sidebar (LHN) report associated with paid invoice. Note: See before / after PR description screenshots for a better grasp of what the fix does.

Just tried this on staging where the issue is still reproducible and the change was instant after I paid the invoice, no need to wait for a month that being just a case of copy paste on my side, my apologies.

@allroundexperts Please let me know whether you can reproduce the issue with the given steps on staging and if you do, also if the fix works as expected. If the steps work on your side, I will also edit the PRs description with the accurate steps once confirmed that they work and there's no need for the 1 month wait.

[allroundexperts]

@ikevin127 I was able to reproduce this on staging.

[allroundexperts]

Works good!

[OSBotify]

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

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	cancelled 🔪
🖥 desktop 🖥	cancelled 🔪
🍎 iOS 🍎	cancelled 🔪
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	cancelled 🔪
🍎🔄 iOS HybridApp 🍎🔄	cancelled 🔪

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	failure ❌
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	failure ❌
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	failure ❌
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	success ✅
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	success ✅
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[github-actions]

🚀 Deployed to staging by https://github.com/cristipaval in version: 9.0.78-0 🚀

platform	result
🤖 android 🤖	failure ❌
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	success ✅
🍎🔄 iOS HybridApp 🍎🔄	success ✅

[github-actions]

🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.0.78-6 🚀

platform	result
🤖 android 🤖	true ❌
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	failure ❌
🍎🔄 iOS HybridApp 🍎🔄	success ✅