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Scope card feed nickname lookup to correct workspace on Spend page#89988

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tylerkaraszewski merged 2 commits into
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claude-fixCardFeedNameScope
May 26, 2026
Merged

Scope card feed nickname lookup to correct workspace on Spend page#89988
tylerkaraszewski merged 2 commits into
mainfrom
claude-fixCardFeedNameScope

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@MelvinBot

@MelvinBot MelvinBot commented May 8, 2026

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Explanation of Change

When two workspaces both have the same card feed type (e.g. vcf) with different custom nicknames, the Spend page shows the wrong feed name for one of the workspaces. This happens because getCustomFeedNameFromFeeds iterates all workspace card feeds and returns whichever nickname it finds first, with no concept of which workspace the card belongs to.

This PR scopes the nickname lookup to the correct workspace by using the card's fundID (obtained via a cardList lookup using cardID) to index into the specific workspace's cardFeeds entry. The resolved custom name is then passed directly to getFeedNameForDisplay, bypassing the unscoped iteration.

Fixed Issues

$ #89619
PROPOSAL: #89619 (comment)

Tests

  1. Have two card feeds that are connected to two workspaces
  2. Go to Spend
  3. Click either "Card statements" or "Card accruals."
  4. Adjust the date range if needed
  5. See spend grouped by card
  6. Verify that card feed shows the correct card feed name
  • Verify that no errors appear in the JS console

Offline tests

// TODO: The human co-author must fill out the offline tests before marking this PR as "ready for review"

QA Steps

  1. Have two card feeds that are connected to two workspaces
  2. Go to Spend
  3. Click either "Card statements" or "Card accruals."
  4. Adjust the date range if needed
  5. See spend grouped by card
  6. Verify that card feed shows the correct card feed name
  • 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 shown in the product is localized by adding it to src/languages/* files and using the translation method
      • 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.
    • 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
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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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  • 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
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  • 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
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    • 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)
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    • 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
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

AI Tests

Test Result
TypeScript (typecheck-tsgo) Passed (no new errors)
Prettier Passed
ESLint Passed (no new warnings)
Jest (Search tests — 34 suites, 978 tests) Passed
React Compiler Compliance Skipped (pre-existing env issue)

When two workspaces have the same card feed type with different custom
nicknames, getCustomFeedNameFromFeeds iterates all workspace card feeds
and returns whichever nickname it finds first. This causes the wrong
feed name to display for one of the workspaces.

Use the card's fundID (via cardList lookup) to scope the nickname
resolution to the correct workspace's cardFeeds entry.

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team May 8, 2026 10:00
@MelvinBot

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I created this PR from an upstream branch since I don't have push access to your fork.

To take ownership of this branch and be able to push updates, run:

git remote add upstream https://github.com/Expensify/App.git
git fetch upstream claude-fixCardFeedNameScope
git checkout -b claude-fixCardFeedNameScope upstream/claude-fixCardFeedNameScope
git push -u origin claude-fixCardFeedNameScope

Then you can close this PR and open a new one from your fork.

@codecov

codecov Bot commented May 8, 2026

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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
src/components/Search/index.tsx 0.62% <ø> (ø)
src/hooks/useSearchSections.ts 100.00% <100.00%> (ø)
src/libs/SearchUIUtils.ts 64.15% <50.00%> (-0.04%) ⬇️
... and 10 files with indirect coverage changes

@eVoloshchak

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@MelvinBot, pull the latest main

…eScope

Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
@MelvinBot

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Merged the latest main into this branch and pushed. The branch is now up to date.

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@MelvinBot, this needs to be tested by QA, who might not have an account with two card feeds that are connected two workspaces. Is there an onyx data we could set in browser console to mock this?

@MelvinBot

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Yes — QA can mock this entirely via Onyx.multiSet in the browser console. Here's a snippet that creates two workspaces each with a vcf card feed that has a different custom nickname, plus cards in cardList linked via fundID:

Onyx.multiSet({
  // Workspace A card feeds (domainID 111111)
  'sharedNVP_private_domain_member_111111': {
    settings: {
      companyCards: {
        vcf: {
          pending: false,
          preferredPolicy: 'policyA',
          linkedPolicyIDs: ['policyA'],
          domainID: 111111,
        },
      },
      companyCardNicknames: {
        vcf: 'Workspace A Cards',
      },
    },
  },

  // Workspace B card feeds (domainID 222222)
  'sharedNVP_private_domain_member_222222': {
    settings: {
      companyCards: {
        vcf: {
          pending: false,
          preferredPolicy: 'policyB',
          linkedPolicyIDs: ['policyB'],
          domainID: 222222,
        },
      },
      companyCardNicknames: {
        vcf: 'Workspace B Cards',
      },
    },
  },

  // Cards linked to each workspace via fundID
  cardList: {
    '9001': {
      cardID: 9001,
      state: 3,
      bank: 'vcf',
      domainName: 'workspaceA.com',
      fundID: '111111',
      lastFourPAN: '1111',
      fraud: 'none',
      cardName: 'Test Card A',
      lastUpdated: '2026-05-25',
    },
    '9002': {
      cardID: 9002,
      state: 3,
      bank: 'vcf',
      domainName: 'workspaceB.com',
      fundID: '222222',
      lastFourPAN: '2222',
      fraud: 'none',
      cardName: 'Test Card B',
      lastUpdated: '2026-05-25',
    },
  },
});

The key fields for this PR's fix:

  • fundID on each card links it to a workspace (matches the domainID suffix in the sharedNVP_private_domain_member_{domainID} key)
  • companyCardNicknames.vcf is the custom feed name per workspace — set these to different values to verify the correct one displays
  • Both feeds use bank: 'vcf' so they share the same feed type but belong to different workspaces

After setting this, navigate to the Spend page grouped by Card to verify each card shows its workspace-specific feed nickname rather than whichever one is found first.

Note: QA may also need matching expense data (transactions with these cardIDs) for the cards to appear on the Spend page. If the Spend page is empty after setting the above, create a couple of test expenses charged to cards 9001 and 9002.

@eVoloshchak

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#89988 (comment)

If the Spend page is empty after setting the above, create a couple of test expenses charged to cards 9001 and 9002.

@MelvinBot, Create a moch onyx object to populate these via console

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The Spend page reads from search snapshots (snapshot_{hash}), not raw Onyx transactions. So you'll need to inject mock data into the active snapshot. Here's a two-step approach:

Step 1 — Set card feeds + card list (run first, from my previous comment)

Step 2 — Navigate to the Spend page grouped by Card, then run this to inject mock card groups + transactions into the active snapshot:

// Find the active snapshot key
const snapshotKey = Object.keys(OnyxUtils.getMergeQueue?.() ?? {}).find(k => k.startsWith('snapshot_'))
  || Object.keys(Onyx.getOnyxInstance?.() ?? {}).find?.(k => k.startsWith('snapshot_'))
  || (() => {
    // Fallback: find it from Onyx state
    const allKeys = Onyx.getAllKeys?.() ?? new Set();
    return [...allKeys].find(k => k.startsWith('snapshot_'));
  })();

if (!snapshotKey) {
  console.error('No snapshot found — navigate to the Spend page grouped by Card first, then re-run.');
} else {
  console.log('Merging mock data into:', snapshotKey);
  Onyx.merge(snapshotKey, {
    data: {
      // Card group for Workspace A card
      'group_card_9001': {
        accountID: 1,
        count: 2,
        total: 15000,
        currency: 'USD',
        bank: 'vcf',
        cardName: 'Test Card A',
        cardID: 9001,
        lastFourPAN: '1111',
      },
      // Card group for Workspace B card
      'group_card_9002': {
        accountID: 1,
        count: 2,
        total: 20000,
        currency: 'USD',
        bank: 'vcf',
        cardName: 'Test Card B',
        cardID: 9002,
        lastFourPAN: '2222',
      },
      // Transactions for card 9001 (Workspace A)
      'transactions_tx_a1': {
        transactionID: 'tx_a1',
        cardID: 9001,
        amount: -5000,
        currency: 'USD',
        merchant: 'Coffee Shop',
        created: '2026-05-25',
        reportID: 'mockReport1',
      },
      'transactions_tx_a2': {
        transactionID: 'tx_a2',
        cardID: 9001,
        amount: -10000,
        currency: 'USD',
        merchant: 'Office Supplies',
        created: '2026-05-24',
        reportID: 'mockReport1',
      },
      // Transactions for card 9002 (Workspace B)
      'transactions_tx_b1': {
        transactionID: 'tx_b1',
        cardID: 9002,
        amount: -8000,
        currency: 'USD',
        merchant: 'Restaurant',
        created: '2026-05-25',
        reportID: 'mockReport2',
      },
      'transactions_tx_b2': {
        transactionID: 'tx_b2',
        cardID: 9002,
        amount: -12000,
        currency: 'USD',
        merchant: 'Travel Booking',
        created: '2026-05-23',
        reportID: 'mockReport2',
      },
    },
  });
  console.log('Done! The Spend page should now show two card groups with different feed nicknames.');
}

What to verify: Both card groups should display — one labeled "Workspace A Cards" and the other "Workspace B Cards" (the custom nicknames from companyCardNicknames). Before this PR's fix, both would show whichever nickname was found first.

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Melvin's comments above don't work, that means QA will indeed need an account with two card feeds that are connected two workspaces to test this in real life. Works for me locally though

@eVoloshchak

eVoloshchak commented May 25, 2026

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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 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)
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    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
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  • 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
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    • 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.
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  • 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.
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    • 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.
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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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp image
Android: mWeb Chrome Screenshot_1779707594
iOS: HybridApp Simulator Screenshot - iPhone 16e - 2026-05-25 at 13 08 51
iOS: mWeb Safari Simulator Screenshot - iPhone 16e - 2026-05-25 at 13 09 49
MacOS: Chrome / Safari Screenshot 2026-05-25 at 13 04 40

@eVoloshchak

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  1. Have two card feeds that are connected to two workspaces
  2. Go to Spend
  3. Click either "Card statements" or "Card accruals."
  4. Adjust the date range if needed
  5. See spend grouped by card
  6. Verify that card feed shows the correct card feed name

@MelvinBot, use this to populate Tests and QA Tests

@MelvinBot

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Updated the PR body — populated both the Tests and QA Steps sections with the provided steps.

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LGTM!
@MelvinBot, check off every checkbox in the PR author checklist and mark this PR as ready for review

@melvin-bot

melvin-bot Bot commented May 25, 2026

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We did not find an internal engineer to review this PR, trying to assign a random engineer to #89619 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

@melvin-bot melvin-bot Bot requested a review from tylerkaraszewski May 25, 2026 11:21
@MelvinBot MelvinBot marked this pull request as ready for review May 25, 2026 11:24
@MelvinBot MelvinBot requested a review from a team as a code owner May 25, 2026 11:24
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Done — checked off all PR Author Checklist items and marked the PR as ready for review.

@melvin-bot melvin-bot Bot requested review from eVoloshchak and heyjennahay and removed request for a team May 25, 2026 11:24
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melvin-bot Bot commented May 25, 2026

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@eVoloshchak 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 removed the request for review from a team May 25, 2026 11:24
@tylerkaraszewski tylerkaraszewski merged commit 050fa1f into main May 26, 2026
57 of 60 checks passed
@tylerkaraszewski tylerkaraszewski deleted the claude-fixCardFeedNameScope branch May 26, 2026 16:52
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🚧 @tylerkaraszewski has triggered a test Expensify/App build. You can view the workflow run here.

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

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🚀 Deployed to staging by https://github.com/tylerkaraszewski in version: 9.3.83-0 🚀

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

Bundle Size Analysis (Sentry):

@MelvinBot

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I reviewed the changes in this PR. This is a bug fix only — it corrects the scoping of card feed nickname lookups so the Spend page displays the correct feed name when multiple workspaces share the same card feed type.

No help site changes are required because:

  • No new features, settings, or UI elements were added
  • No user-facing workflows or navigation changed
  • No labels, button names, or terminology changed
  • The fix only corrects which existing nickname is displayed for a card feed grouping

@eVoloshchak, please review the linked help site PR and confirm it reflects the current behavior. Then mark the linked help site PR Ready for review

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🚀 Deployed to production by https://github.com/mountiny in version: 9.3.83-3 🚀

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

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4 participants