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Fix: Card name in card list and card name field are blank on admin side - #93554

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Beamanator merged 14 commits into
Expensify:mainfrom
nyomanjyotisa:issue-78832
Jun 30, 2026
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Fix: Card name in card list and card name field are blank on admin side#93554
Beamanator merged 14 commits into
Expensify:mainfrom
nyomanjyotisa:issue-78832

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@nyomanjyotisa

@nyomanjyotisa nyomanjyotisa commented Jun 15, 2026

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Explanation of Change

Reads company card names from the shared workspace NVP (NVP_EXPENSIFY_COMPANY_CARDS_CUSTOM_NAMES), so admins see the same custom card names as the card owner (vice versa)

Fixed Issues

$ #78832
PROPOSAL: #78832 (comment)

Tests

Same as QA Steps

  • Verify that no errors appear in the JS console

Offline tests

Same as QA Steps

QA Steps

Precondition:

  • Owner invited a member as admin to the workspace.
  1. [Owner] Go to workspace settings > Company cards.
  2. [Owner] Assign a card to owner.
  3. [Admin] Go to workspace settings > Company cards.
  4. [Admin] Click on owner's card.
  5. [Admin] Click Card name field.
  6. Verify that admin can see the owner's card name in card list (Step 3) and card name field (Step 5).
  • 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)
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    • 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
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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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  • 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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Screenshots/Videos

Android: Native
Android-Native.mp4
Android: mWeb Chrome
Android-mWeb.Chrome.mp4
iOS: Native
iOS-Native.mp4
iOS: mWeb Safari
iOS-mWeb.Safari.mp4
MacOS: Chrome / Safari
MacOS-Chrome.mp4

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codecov Bot commented Jun 15, 2026

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Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/libs/CardUtils.ts 82.63% <100.00%> (+0.08%) ⬆️
src/selectors/Card.ts 89.74% <100.00%> (+0.26%) ⬆️
...onents/Tables/WorkspaceCompanyCardsTable/index.tsx 0.00% <0.00%> (ø)
...e/companyCards/WorkspaceCompanyCardDetailsPage.tsx 0.00% <0.00%> (ø)
src/libs/actions/CompanyCards.ts 0.00% <0.00%> (ø)
...panyCards/WorkspaceCompanyCardEditCardNamePage.tsx 0.00% <0.00%> (ø)
... and 10 files with indirect coverage changes

@nyomanjyotisa
nyomanjyotisa marked this pull request as ready for review June 15, 2026 03:19
@nyomanjyotisa
nyomanjyotisa requested review from a team as code owners June 15, 2026 03:19
@melvin-bot
melvin-bot Bot requested review from JmillsExpensify and aimane-chnaif and removed request for a team June 15, 2026 03:19
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@aimane-chnaif 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]

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melvin-bot Bot removed the request for review from a team June 15, 2026 03:19

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💡 Codex Review

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Reviewed commit: 4134c87666

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Comment thread src/pages/workspace/companyCards/WorkspaceCompanyCardEditCardNamePage.tsx Outdated
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Comment thread src/pages/workspace/companyCards/WorkspaceCompanyCardEditCardNamePage.tsx Outdated
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Reviewed commit: 335d9cf331

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Comment thread src/pages/workspace/companyCards/WorkspaceCompanyCardEditCardNamePage.tsx Outdated
Comment thread src/components/Tables/WorkspaceCompanyCardsTable/index.tsx Outdated
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Codex Review: Didn't find any major issues. More of your lovely PRs please.

Reviewed commit: 9ef43f8261

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LGTM

@aimane-chnaif

aimane-chnaif commented Jun 23, 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
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    • 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
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  • 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
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    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
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Screenshots/Videos

Android: HybridApp
android.mov
Android: mWeb Chrome
iOS: HybridApp
ios.mov
iOS: mWeb Safari
MacOS: Chrome / Safari
web.mov

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@nyomanjyotisa please pull main

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🤖 Code review — the App-side changes are clean and consistent, but there are two things worth confirming before this merges.

1. This relies on a backend change that isn't linked here

The approved proposal took the front-end-only route — fall back to getDefaultCardName(...) when the user-specific NVP_EXPENSIFY_COMPANY_CARDS_CUSTOM_NAMES isn't populated for the admin — and explicitly noted that "the proper fix should be implemented on the backend side."

This PR instead implements that proper, shared approach: it reads/writes a new settings.companyCardCustomNames field on the shared domain-member NVP so admins see the owner's real custom name. That's the better fix, but it only adds an optimistic Onyx write (CompanyCards.ts:711-715) — nothing in this PR makes the server persist or return companyCardCustomNames. For the feature to actually work as described:

  • UPDATE_COMPANY_CARD_NAME must write the name into the shared domain-member NVP, and
  • the company-cards page response must return settings.companyCardCustomNames to all admins.

If the backend doesn't do this, the new name survives only in the editor's local Onyx until reload and never reaches other admins. There's no MOBILE-EXPENSIFY: / backend PR linked in the description — please confirm the backend already populates this field (or link the companion PR). This also means the approach diverges from what was approved on the issue, so it's worth a quick sign-off that the new direction is agreed.

2. Failure-rollback inconsistency

The two rollbacks for the same edit use different removal semantics:

  • CompanyCards.ts:752-756 restores NVP_EXPENSIFY_COMPANY_CARDS_CUSTOM_NAMES with {[cardID]: oldCardTitle} — when oldCardTitle is undefined (card had no prior custom name), the MERGE is a no-op and the optimistic value stays.
  • CompanyCards.ts:757-761 restores the shared NVP with {[cardID]: oldCardTitle ?? null} — correctly removing the key.

On a failed save for a card that never had a custom name, the personal NVP would keep showing the failed value while the shared NVP rolls back. Use oldCardTitle ?? null in both for consistency.

Minor nits (non-blocking)
  • WorkspaceCompanyCardsTable/index.tsx:187-191: both ternary branches end in getDefaultCardName(cardholder?.displayName ?? ''). Could read more simply as a single fallback expression, but the current form is fine.
  • Good catch adding cardFeedsMetadata + workspaceCardFeedsMetadata to the loading gate in WorkspaceCompanyCardEditCardNamePage.tsx:64domainOrWorkspaceAccountID is derived from cardFeeds, so gating on it prevents reading the wrong NVP key while feeds load.

The strongest follow-up is confirming the backend persists settings.companyCardCustomNames — without it the cross-admin behavior in the QA steps won't hold after a reload.

const [countryByIp] = useOnyx(ONYXKEYS.COUNTRY);
const [personalDetails, personalDetailsMetadata] = useOnyx(ONYXKEYS.PERSONAL_DETAILS_LIST);
const [customCardNames] = useOnyx(ONYXKEYS.NVP_EXPENSIFY_COMPANY_CARDS_CUSTOM_NAMES);
const [workspaceCardFeeds] = useOnyx(`${ONYXKEYS.COLLECTION.SHARED_NVP_PRIVATE_DOMAIN_MEMBER}${domainOrWorkspaceAccountID}`);

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Use Onyx selector. No need to subscribe to the entire CardFeeds object

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@aimane-chnaif PR updated

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melvin-bot Bot requested a review from Beamanator June 25, 2026 17:00
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🤖 Code review (commit 87abcff) — re-checked against my earlier review. The edit-page loading gate was cleaned up (now gates on cardFeedsMetadata/sharedCardCustomNamesMetadata, which is correct), but one issue I raised is still unaddressed:

Failure-rollback inconsistency (still present)

The two NVP rollbacks for the same failed edit use different removal semantics:

When a card had no prior custom name, oldCardTitle is undefined. The shared NVP correctly drops the key (?? null), but the personal NVP's MERGE of undefined is a no-op, so it keeps the failed value. Since getCompanyCardCustomName falls through from the (now-removed) shared name to the personal name, the display still shows the failed title after a failed save instead of reverting.

Fix: use oldCardTitle ?? null on line 769 as well, matching the shared NVP.

Backend persistence — please confirm

Still no MOBILE-EXPENSIFY: / backend PR linked. This PR only writes settings.companyCardCustomNames optimistically (CompanyCards.ts:725-728). The cross-admin QA steps only hold after a reload if the server actually persists this field on UPDATE_COMPANY_CARD_NAME and returns it in the company-cards response. Please confirm the backend already does this (or link the companion PR) — otherwise the rename survives only in the editor's local Onyx and never reaches other admins.

Verified safe
  • Display fallback order (shared → personal → default) in the table and details page preserves existing card-owner behavior.
  • The companyCardCustomNamesSelector avoids subscribing to the whole CardFeeds object, and the optimistic deep MERGE doesn't clobber the sibling companyCardNicknames.
  • updateCompanyCardName's signature is unchanged, so existing callers/tests aren't affected.

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Codex Review: Didn't find any major issues. Breezy!

Reviewed commit: 87abcff2a6

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#93554 (comment) - can we get some tests for this PR? 🙏

@nyomanjyotisa

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Added a test case 👍 the failing test is unrelated to these changes

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looks like those being fixed in #94864 👍

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@nyomanjyotisa please pull main again as that fix has just been merged 😬

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nyomanjyotisa commented Jun 30, 2026

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@Beamanator Merged with main! But another check failed 😅 Could you please help re-trigger it if possible?

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LGTM!

@Beamanator
Beamanator merged commit 252374e into Expensify:main Jun 30, 2026
33 checks passed
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🚧 Beamanator 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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OSBotify commented Jul 1, 2026

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🚀 Deployed to staging by https://github.com/Beamanator in version: 9.4.26-0 🚀

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

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🤖 I reviewed the changes in this PR against the help site files under docs/articles.

No help site changes are required.

This PR is a bug fix: it makes a company card's custom name display consistently for both the card owner and workspace admins (previously the card name was blank on the admin side) by reading the name from the shared workspace NVP. It doesn't add a new feature, change a documented workflow, or rename any UI labels.

I checked the company card help articles, and the individual assigned-card Card name (rename) feature isn't documented on the help site:

  • connect-credit-cards/Assign-Company-Cards.md — covers assigning cards
  • connect-credit-cards/Configure-Company-Card-Settings.md — covers the card feed name and per-card export accounts, but not renaming an individual card

Since this fix restores the intended behavior of a feature that isn't described on the help site, there's nothing to update. No draft PR was created.

@nyomanjyotisa, 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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OSBotify commented Jul 6, 2026

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🚀 Deployed to production by https://github.com/grgia in version: 9.4.27-2 🚀

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

Bundle Size Analysis (Sentry):

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6 participants