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Add DualEntry integration export pages - #97513

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s77rt:DualEntry-integration-export
Open

Add DualEntry integration export pages#97513
s77rt wants to merge 12 commits into
Expensify:mainfrom
s77rt:DualEntry-integration-export

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@s77rt

@s77rt s77rt commented Jul 30, 2026

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Explanation of Change

Fixed Issues

$ #97238
PROPOSAL:

Tests

Test 1

  1. Create a workspace and enable accounting feature
  2. Go to Accounting
  3. Connect DualEntry integration
  4. Click on Export
  5. Verify the export page load correctly
  6. Verify each option row that it takes you to a different page and verify you can change the set values

Test 2

  1. Create report and add some expenses both reimbursable and non-reimbursable
  2. Submit report
  3. Approve report
  4. Export report to DualEntry
  5. Verify report is exported
  • 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 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 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 30, 2026

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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

@s77rt
s77rt marked this pull request as ready for review July 30, 2026 22:27
@s77rt
s77rt requested review from a team as code owners July 30, 2026 22:27
@melvin-bot
melvin-bot Bot requested review from truph01 and removed request for a team July 30, 2026 22:27
@melvin-bot

melvin-bot Bot commented Jul 30, 2026

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@truph01 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 requested review from JmillsExpensify and removed request for a team July 30, 2026 22:27

@chatgpt-codex-connector chatgpt-codex-connector Bot left a comment

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: e00d20908e

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Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".

cardList ?? {},
CONST.COMPANY_CARDS.EXPORT_CARD_TYPES.NVP_DUALENTRY_EXPORT_ACCOUNT,
),
onAdvancedPagePress: () => null,

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P2 Badge Hide the dead DualEntry advanced row

For a connected DualEntry workspace, PolicyAccountingPage still renders the standard Advanced menu item and wires it to integrationData?.onAdvancedPagePress, but this DualEntry handler is a no-op and there are no DualEntry advanced routes/pages in this change. Users will see an enabled Advanced row that does nothing when tapped, while it can still show pending/error badges for the listed advanced settings; either hide the row for DualEntry or add the page it should navigate to.

Useful? React with 👍 / 👎.

value: DualEntryAccount['id'];
};

function DualEntryCompanyCardAccountPage({policy}: WithPolicyConnectionsProps) {

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❌ CONSISTENCY-3 (docs)

This file is a near-verbatim copy of DualEntryCompanyCardAccountPage.tsx — the account-list building (dualentryData?.accounts?.filter(... CREDIT_CARD || BANK).map(...)), headerContent, listEmptyContent, and the entire SelectionScreen render are duplicated between the two pages, differing only in which account ID field is read/written. The duplication also carried over a copy-paste bug: this Expensify Card page still declares its component as function DualEntryCompanyCardAccountPage and passes displayName="DualEntryCompanyCardAccountPage", so it renders under the wrong name.

Extract the shared account-selection logic (filtering active credit-card/bank accounts, empty/header content, and the SelectionScreen wiring) into a single reusable component/hook that takes the selected ID + update handler as params, and have both pages consume it. At minimum, rename this component and its displayName to DualEntryExpensifyCardAccountPage to avoid the incorrect name.

function DualEntryExpensifyCardAccountPage({policy}: WithPolicyConnectionsProps) {
    // ...
    return (
        <SelectionScreen
            displayName="DualEntryExpensifyCardAccountPage"
            // ...
        />
    );
}

export default withPolicyConnections(DualEntryExpensifyCardAccountPage);

Reviewed at: e00d209 | Please rate this suggestion with 👍 or 👎 to help us improve! Reactions are used to monitor reviewer efficiency.

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

@dubielzyk-expensify

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Initial test looks good 👍

@JmillsExpensify JmillsExpensify left a comment

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LGTM, part of an existing product initiative.

@s77rt
s77rt dismissed JmillsExpensify’s stale review August 7, 2026 21:11

The merge-base changed after approval.

@truph01

truph01 commented Aug 10, 2026

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@s77rt Could you resolve conflict?

@truph01

truph01 commented Aug 11, 2026

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@ShridharGoel Could you take a look at this PR?

@ShridharGoel

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@MelvinBot Fix the conflicts and update this PR. Check if write access allows you to update the PR even if it is from a fork.

@MelvinBot

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🤖 I can't update this PR to resolve the conflicts.

On your question about fork write access: this PR has "Allow edits from maintainers" enabled (maintainerCanModify: true), so a maintainer with write access could technically push to the fork branch (s77rt:DualEntry-integration-export). Write access isn't the blocker here — my own guardrails are, and they fail on two counts:

  • I'm not the author or an assignee of this PR. I only push to PRs I opened myself or where I'm listed as an assignee. The author and sole assignee is s77rt.
  • You (ShridharGoel) aren't authorized to direct code changes on this PR. I only make changes when directed by the PR author, an assignee, or an existing co-author. You're none of those here.

The PR is currently CONFLICTING / DIRTY against main, so it does need a git merge main and conflict resolution — but that has to be done by s77rt (or whoever gets assigned).

To have me do it: s77rt should add me as an assignee, and then s77rt (or another assignee/author) should retry the request by tagging me.

shouldBeBlocked
>
<View>
<Text style={[styles.ph5, styles.pb5]}>{translate('workspace.dualentry.exportDescription')}</Text>

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App crashes when opening this page;

withPolicyConnections.tsx:32 Error: workspace.dualentry.exportDescription was not found in the en locale

@@ -0,0 +1,8 @@
import type {DualEntryAccount} from '@src/types/onyx/Policy';

type UpdateDualEntryCreditCardAccountParams = {

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The type name here is UpdateDualEntryCreditCardAccountParams — looks like it was copied from the credit card params file.

Could we rename it to UpdateDualEntryExpensifyCardAccountParams to match the file and the re-export?

);
}

export default withPolicyConnections(DualEntryCompanyCardAccountPage);

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The displayName and default export all use DualEntryCompanyCardAccountPage instead of DualEntryExpensifyCardAccountPage.
Would you mind updating these to DualEntryExpensifyCardAccountPage?

initiallyFocusedOptionKey={expensifyCardAccountID}
onBackButtonPress={() => Navigation.goBack(backPath)}
connectionName={CONST.POLICY.CONNECTIONS.NAME.DUALENTRY}
pendingAction={settingsPendingAction([CONST.DUALENTRY_CONFIG.EXPENSIFY_CARD_ACCOUNT_ID], dualentryConfig?.pendingFields)}

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This constant doesn't exist in DUALENTRY_CONFIG.

function updateDualEntryExpensifyCardAccount(
policyID: string,
expensifyCardAccountID: DualEntryExport['expensifyCardAccountID'],
oldExpensifyCardAccountID?: DualEntryExport['expensifyCardAccountID'],

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It uses DualEntryExport['expensifyCardAccountID'] but the DualEntryExport type in Policy.ts has no expensifyCardAccountID field.

@ShridharGoel

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@MelvinBot Address the above review comments and update this PR

@MelvinBot

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I worked through the review comments and prepared fixes for all of them, but I can't push them to update this PR. My token is a fine-grained PAT scoped to the Expensify org only — it gets a 404 on the fork s77rt/App, so it can't push to s77rt:DualEntry-integration-export. "Allow edits from maintainers" is on, but that relies on GitHub's per-user permission model, not this scoped bot token. So the changes are ready as a patch below for s77rt to apply.

What I changed

Review comment Fix
expensifyCardAccountID field missing on DualEntryExport (DualEntry.ts:439) Added expensifyCardAccountID: string; to the DualEntryExport type
EXPENSIFY_CARD_ACCOUNT_ID doesn't exist in DUALENTRY_CONFIG (DualEntryExpensifyCardAccountPage.tsx:105) Added EXPENSIFY_CARD_ACCOUNT_ID: 'expensifyCardAccountID' to DUALENTRY_CONFIG
Type name copied from the credit-card params file (UpdateDualEntryExpensifyCardAccountParams.ts:3) Renamed UpdateDualEntryCreditCardAccountParamsUpdateDualEntryExpensifyCardAccountParams
displayName / default export use DualEntryCompanyCardAccountPage (DualEntryExpensifyCardAccountPage.tsx:113) — also flagged by the CONSISTENCY-3 bot Renamed the component and displayName to DualEntryExpensifyCardAccountPage

Already resolved in a newer commit (no change needed): the workspace.dualentry.exportDescription was not found in the en locale crash — those keys now exist in en.ts:5866 (exportDescription, companyCardAccount, expensifyCardAccount).

Not addressed (want your call):

  • Dead Advanced row for DualEntry (codex bot, utils.tsx:551) — onAdvancedPagePress is a no-op and there are no advanced pages in this PR. Since this PR is scoped to export pages, hiding vs. adding the Advanced route feels like a follow-up decision rather than an export-PR change.
  • Full CONSISTENCY-3 dedup — I did the concrete rename the bot asked for, but extracting a shared account-selection component/hook between DualEntryCompanyCardAccountPage and DualEntryExpensifyCardAccountPage is a larger refactor I left out to keep this diff minimal and low-risk.

⚠️ I couldn't run typecheck/lint/oxfmt in this environment (the App toolchain is sandboxed here), so these are verified by reference-tracing only — CI will confirm once applied. The additions mirror adjacent lines exactly, so formatting should be a no-op.

Patch — git apply from the App repo root
diff --git a/src/CONST/index.ts b/src/CONST/index.ts
index c7f3dd9..bd6485d 100644
--- a/src/CONST/index.ts
+++ b/src/CONST/index.ts
@@ -3570,6 +3570,7 @@ const CONST = {
         REIMBURSABLE: 'reimbursable',
         NON_REIMBURSABLE: 'nonReimbursable',
         CREDIT_CARD_ACCOUNT_ID: 'creditCardAccountID',
+        EXPENSIFY_CARD_ACCOUNT_ID: 'expensifyCardAccountID',
         EXPORT_TO_MULTIPLE_ACCOUNTS: 'exportToMultipleAccounts',
         DEFAULT_VENDORID: 'defaultVendorID',
         TRAVEL_INVOICING_PAYABLE_ACCOUNT_ID: 'travelInvoicingPayableAccountID',
diff --git a/src/libs/API/parameters/UpdateDualEntryExpensifyCardAccountParams.ts b/src/libs/API/parameters/UpdateDualEntryExpensifyCardAccountParams.ts
index b7602d4..537cedb 100644
--- a/src/libs/API/parameters/UpdateDualEntryExpensifyCardAccountParams.ts
+++ b/src/libs/API/parameters/UpdateDualEntryExpensifyCardAccountParams.ts
@@ -1,8 +1,8 @@
 import type {DualEntryAccount} from '@src/types/onyx/Policy';
 
-type UpdateDualEntryCreditCardAccountParams = {
+type UpdateDualEntryExpensifyCardAccountParams = {
     policyID: string;
     expensifyCardAccountID: DualEntryAccount['id'];
 };
 
-export default UpdateDualEntryCreditCardAccountParams;
+export default UpdateDualEntryExpensifyCardAccountParams;
diff --git a/src/pages/workspace/accounting/dualentry/export/DualEntryExpensifyCardAccountPage.tsx b/src/pages/workspace/accounting/dualentry/export/DualEntryExpensifyCardAccountPage.tsx
index 5b708cc..0f4cb88 100644
--- a/src/pages/workspace/accounting/dualentry/export/DualEntryExpensifyCardAccountPage.tsx
+++ b/src/pages/workspace/accounting/dualentry/export/DualEntryExpensifyCardAccountPage.tsx
@@ -31,7 +31,7 @@ type AccountListItem = ListItem & {
     value: DualEntryAccount['id'];
 };
 
-function DualEntryCompanyCardAccountPage({policy}: WithPolicyConnectionsProps) {
+function DualEntryExpensifyCardAccountPage({policy}: WithPolicyConnectionsProps) {
     const {translate} = useLocalize();
     const styles = useThemeStyles();
     const illustrations = useMemoizedLazyIllustrations(['Telescope']);
@@ -90,7 +90,7 @@ function DualEntryCompanyCardAccountPage({policy}: WithPolicyConnectionsProps) {
             policyID={policyID}
             accessVariants={[CONST.POLICY.ACCESS_VARIANTS.ADMIN, CONST.POLICY.ACCESS_VARIANTS.CONTROL]}
             featureName={CONST.POLICY.MORE_FEATURES.ARE_CONNECTIONS_ENABLED}
-            displayName="DualEntryCompanyCardAccountPage"
+            displayName="DualEntryExpensifyCardAccountPage"
             title="workspace.dualentry.expensifyCardAccount.label"
             data={filteredData}
             textInputOptions={textInputOptions}
@@ -110,4 +110,4 @@ function DualEntryCompanyCardAccountPage({policy}: WithPolicyConnectionsProps) {
     );
 }
 
-export default withPolicyConnections(DualEntryCompanyCardAccountPage);
+export default withPolicyConnections(DualEntryExpensifyCardAccountPage);
diff --git a/src/types/onyx/Policy.ts b/src/types/onyx/Policy.ts
index 47c02c1..35cde46 100644
--- a/src/types/onyx/Policy.ts
+++ b/src/types/onyx/Policy.ts
@@ -2142,6 +2142,9 @@ type DualEntryExport = {
     /** Account used when exporting company card expenses. */
     creditCardAccountID: string;
 
+    /** Account used when exporting Expensify Card expenses. */
+    expensifyCardAccountID: string;
+
     /**
      * Whether card transactions should be exported to multiple
      * accounts based on card program mappings.

If you'd rather I push directly, this PR would need to live on a branch my token can reach (i.e. in Expensify/App, not the fork) — otherwise s77rt can apply the patch above.

@ShridharGoel

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@MelvinBot Can you create a new PR with all the changes applied?

@MelvinBot

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Done — created a mirror PR in Expensify/App with all the changes applied: #98394

Since this PR lives on a fork branch my token can't push to, the new PR is on an upstream branch (claude-dualEntryExportReviewFixes) I can update. It preserves all of s77rt's commits from this PR and adds the four review fixes on top:

  • Added EXPENSIFY_CARD_ACCOUNT_ID to DUALENTRY_CONFIG
  • Added the expensifyCardAccountID field to the DualEntryExport type
  • Renamed the copy-pasted UpdateDualEntryCreditCardAccountParams type → UpdateDualEntryExpensifyCardAccountParams
  • Renamed the DualEntryExpensifyCardAccountPage component + displayName (were still DualEntryCompanyCardAccountPage)

It's opened as a draft with ShridharGoel assigned and PullerBear requested. Its diff mirrors this PR's plus the four-file fix. The Tests/QA sections carry over the original steps but still need a human co-author to confirm before marking it ready for review, and CI on the new PR will run the full typecheck/lint/tests.

A couple of things I did not change (same as noted earlier — your call): the dead Advanced row for DualEntry (onAdvancedPagePress is a no-op, feels like a follow-up), and the full CONSISTENCY-3 dedup refactor between the two card-account pages (I only did the concrete rename it asked for).

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