Add imported vendor enable and disable controls by ShridharGoel · Pull Request #103549 · Expensify/App

ShridharGoel · 2026-10-09T05:51:32Z

Explanation of Change

This PR adds enable and disable controls for imported accounting vendors (re-applying Add imported vendor enable and disable controls) and fixes the two issues found during staging QA:

Workspace Vendors page:
- Add an enabled toggle column with Switch and lock support.
- Add multi-select checkbox mode with bulk Enable and Disable actions (ButtonWithDropdownMenu).
- Lock the default vendor toggle and exclude the default vendor from bulk disable actions.
- Enable row interactivity when selection is active and pass canWriteVendors to selectionEnabled so long-press bulk selection works on mobile layouts.
- Read from the policyVendors_{policyID} Onyx collection and fetch it on page open and reconnect via OpenPolicyVendorsPage so stale sessions load the vendor list.
Action Layer:
- Add setPolicyVendorsEnabled calling SetPolicyVendorsEnabled with optimistic update, success merge, and failure rollback.
- Add clearVendorErrors for error dismissal.
- Add openPolicyVendorsPage calling OpenPolicyVendorsPage.
Expense Vendor Picker (IOURequestStepVendor):
- Exclude disabled vendors from search results and new expense selections.
- Keep an existing assigned disabled vendor visible in the unsearched picker list with a Disabled subtitle so the user can pick an enabled vendor or clear it with "None".
- Fetch policyVendors_{policyID} via OpenPolicyVendorsPage when the collection is missing in Onyx.

Paired PRs:

Auth: https://github.com/Expensify/Auth/pull/25323
Web-Expensify: https://github.com/Expensify/Web-Expensify/pull/56939

Fixed Issues

$ #98355
$ https://github.com/Expensify/Expensify/issues/678247
$ #103529
$ #103556
PROPOSAL: N/A

Tests

Log in as an admin of a workspace connected to QuickBooks Online, Sage Intacct, Xero, Certinia, DualEntry, Rillet, or Campfire with imported vendors.
Make sure the Vendor Matching beta is active, then open Workspace Settings > Vendors.
Verify that all imported vendors load and display an Enabled switch column.
Find the default vendor (for example, the default credit card vendor in QBO or charge vendor in Intacct) and verify the switch is locked with a lock icon and cannot be turned off.
Turn off a non-default vendor and verify the switch updates immediately and stays disabled after page refresh or network sync.
Select multiple disabled vendors (on mobile, long-press a vendor row to enter selection mode) and use the bulk action menu to enable them.
Select multiple enabled vendors (including the default vendor) and apply bulk Disable. Verify all selected vendors except the default vendor are disabled.
Select both enabled and disabled vendors and verify both "Enable" and "Disable" options appear in the dropdown menu.
Open an expense on the workspace and edit its vendor. Verify disabled vendors do not appear in the list or search results.
On an expense assigned to a vendor that was later disabled, open the vendor picker. Verify the disabled vendor appears as selected with a "Disabled" subtitle in the unsearched list, does not appear in search results, and can be replaced with an enabled vendor or cleared with "None".

Verify that no errors appear in the JS console

Offline tests

Open Workspace Settings > Vendors.
Disconnect the network (offline mode).
Toggle a vendor's Enabled switch.
Verify the switch updates optimistically with a pending indicator.
Reconnect the network and verify the pending indicator clears after sync.

QA Steps

Same as tests.

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

codecov · 2026-10-09T05:55:29Z

Codecov Report

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

Files with missing lines	Coverage Δ
src/libs/API/types.ts	`100.00% <ø> (ø)`
src/libs/Violations/ViolationsUtils.ts	`81.56% <100.00%> (+0.37%)`	⬆️
src/libs/actions/IOU/UpdateMoneyRequest.ts	`92.20% <ø> (ø)`
src/libs/actions/Policy/Vendor.ts	`100.00% <100.00%> (ø)`
.../request/step/DynamicIOURequestStepDescription.tsx	`80.51% <100.00%> (+0.25%)`	⬆️
src/libs/PolicyUtils/vendor.ts	`95.96% <97.22%> (+0.19%)`	⬆️
.../components/Tables/WorkspaceVendorsTable/index.tsx	`0.00% <0.00%> (ø)`
...rc/pages/iou/request/step/IOURequestStepVendor.tsx	`0.00% <0.00%> (ø)`
...c/pages/workspace/vendors/WorkspaceVendorsPage.tsx	`0.00% <0.00%> (ø)`
... and 361 files with indirect coverage changes

Beamanator · 2026-10-09T15:15:20Z

I reverted the main PR, sorry 🙈 Let's add those changes back to this one?

melvin-bot · 2026-10-16T17:24:47Z

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:

Look at the code and make sure there are no malicious changes.
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 bun ./scripts/generateTranslations.ts --help

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

melvin-bot · 2026-10-16T17:36:07Z

@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]

chatgpt-codex-connector · 2026-10-16T17:36:09Z

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…tale-vendors-refetch-main

Beamanator · 2026-10-19T15:07:45Z

@ShridharGoel is this ready for review / testing yet? Once it's ready, i can make an adhoc build for @heyjennahay to test 🙏

ShridharGoel · 2026-10-19T16:35:43Z

Yes it is ready

…-main # Conflicts: # src/libs/Violations/ViolationsUtils.ts # src/pages/iou/request/step/IOURequestStepVendor.tsx # tests/unit/ViolationUtilsTest.ts

ShridharGoel · 2026-10-21T14:55:59Z

@Pujan92 Fixed

Pujan92

LGTM!

Pujan92 · 2026-10-21T18:33:57Z

@MelvinBot review

MelvinBot · 2026-10-21T18:39:33Z

Code review

This PR is close. I found one bug to fix before merge and a few smaller items. CI passes, apart from the approval check.

The earlier bot comments look addressed: useNetwork now refetches on reconnect, the canConfirmVendorEnabled guard keeps the violation when policyVendors isn't passed, and the eslint-disable now has a reason.

Should fix

1. Read-only users never see the read-only modal. The table passes disabled={item.disabled || item.isLocked} to the Switch with no disabledAction (WorkspaceVendorsTable/index.tsx:114). The page also sets disabled: !canWriteVendors (WorkspaceVendorsPage.tsx:200). As a result, onToggle never fires, so showReadOnlyModal() (WorkspaceVendorsPage.tsx:174) can't run. The categories table passes only disabled={item.disabled} and uses showLockIcon so the press still reaches the handler (WorkspaceCategoriesTableRow.tsx:119-125). Match that pattern. The default-vendor guard in handleVendorToggle already blocks disabling that vendor.

Minor

2. The vendor picker shows "not loaded yet" as "Disabled". isCurrentVendorDisabled = !!currentVendorID && !currentVendor?.enabled (IOURequestStepVendor.tsx:95) is also true while policyVendors is undefined. This happens on first open in a stale session, or when offline. In that case, a valid vendor gets a "Disabled" subtitle and no other vendors appear. If no vendor is set, the "no vendors" empty state shows while the fetch runs. Check policyVendors !== undefined before labelling the vendor, and consider showing a loading state while the fetch runs.

3. The fetch logic is duplicated. The useEffect body (IOURequestStepVendor.tsx:81-86) repeats fetchVendorsIfMissing (line 72).

4. A comment is now out of date. UpdateMoneyRequest.ts:866-870 says the picker offers vendors from getMatchingVendors(policy). The picker now uses the enabled entries in policyVendors.

5. The zh-hans wording is inconsistent. disableVendor uses 停用 and disableVendors uses 禁用 (zh-hans.ts:6766-6767).

I didn't run UI tests. They need a workspace with a connected accounting integration and imported vendors, plus the paired Auth and Web-Expensify changes.

view run

ShridharGoel · 2026-10-21T21:34:42Z

@MelvinBot review

MelvinBot · 2026-10-21T21:38:30Z

Code review (follow-up)

The latest commits fix every item from my previous review. I found no new bugs. CI passes, apart from the approval check.

Read-only toggle: fixed. The Switch is no longer disabled, so a read-only user's tap reaches showReadOnlyModal().
Picker loading state: fixed. A spinner shows while policyVendors loads, and the "Disabled" label waits for the list.
Duplicated fetch logic, stale comment, zh-hans wording: all fixed.

Two optional follow-ups:

Tapping the default vendor gives no feedback. The switch is now pressable, and WorkspaceVendorsPage.tsx:178 returns silently. The lock icon explains it, but a short modal would match how categories handle the last enabled category.
Check that the spinner can't hang. Both pages show a spinner while online and policyVendors is undefined (WorkspaceVendorsPage.tsx:220, IOURequestStepVendor.tsx:97). Please confirm that OpenPolicyVendorsPage always writes policyVendors_<policyID>, using an empty object when there are no vendors. If it doesn't, the spinner never stops.

view run

ShridharGoel · 2026-10-21T21:40:28Z

@Beamanator It's ready for your review

Beamanator

LGTM! Noice!

github-actions · 2026-10-21T22:04:53Z

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

OSBotify · 2026-10-21T22:09:00Z

✋ 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 · 2026-10-21T22:10:41Z

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #103549.

Android 🤖	iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-7ef9a7c-ffba434-2b4ad2afa686c8e8bf740a73d3343d9644155ff2/index.html	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-7ef9a7c-ffba434-5bec2bb08d70ac3395862e8638b31cd8abb5e80c/index.html

Web 🕸️
https://103549.pr-testing.expensify.com

👀 View the workflow run that generated this build 👀

OSBotify · 2026-10-23T17:13:53Z

🚀 Deployed to staging by https://github.com/Beamanator in version: 9.5.20-0 🚀

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

MelvinBot · 2026-10-23T17:26:55Z

A help site update is needed. I opened a draft PR: Docs updates for E/A#103549 Remove read-only vendor list wording, add disable step

This PR adds an Enabled column to Workspaces > [workspace name] > Vendors. That makes this sentence wrong in four vendor matching articles:

Vendors are managed in [integration], so the list is read-only in Expensify and refreshes when the connection syncs.

The docs PR changes that sentence in each article to say the list refreshes on sync and that admins can disable a vendor in the Enabled column to hide it from the Vendor field.

Scope

Updated: DualEntry, Campfire, Rillet, and Intuit Enterprise Suite. These integrations reach the Vendors page without a beta (hasVendorFeature in src/libs/PolicyUtils/vendor.ts).
Skipped: Certinia. It has the same sentence, but its vendor matching is still behind the vendorMatching beta.
No change needed: QuickBooks Online, Sage Intacct, and Xero. Their articles don't say the list is read-only.
The Enabled label comes from common.enabled in src/languages/en.ts.

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

view run

jponikarchuk · 2026-10-23T17:56:52Z

Deploy Blocker #104891 was identified to be related to this PR.

jponikarchuk · 2026-10-23T18:14:37Z

Deploy Blocker #104892 was identified to be related to this PR.

lanitochka17 · 2026-10-23T18:38:55Z

Deploy Blocker #104894 was identified to be related to this PR.

OSBotify · 2026-10-26T20:41:26Z

🚀 Deployed to production by https://github.com/jasperhuangg in version: 9.5.20-5 🚀

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

Bundle Size Analysis (Sentry):

Android
iOS

ShridharGoel added 2 commits October 9, 2026 11:21

Fetch policyVendors on demand for stale sessions

e13ded3

Simplify vendor fetch comments

8177870

melvin-bot Bot assigned ShridharGoel Oct 9, 2026

ShridharGoel requested a review from Beamanator October 9, 2026 06:00

Drop useCallback from fetchVendors

2cb028b

ShridharGoel added 2 commits October 16, 2026 22:52

Restore vendor enable and disable controls and fix mobile bulk selection

8ef0fff

Restore github action build files to match main

51739a2

ShridharGoel changed the title ~~Fix empty vendor list on stale sessions by fetching policyVendors on demand~~ Add imported vendor enable and disable controls Oct 16, 2026

ShridharGoel marked this pull request as ready for review October 16, 2026 17:35

ShridharGoel requested review from a team as code owners October 16, 2026 17:36

melvin-bot Bot requested review from Pujan92 and removed request for a team October 16, 2026 17:36

melvin-bot Bot requested review from garrettmknight and removed request for a team October 16, 2026 17:36

github-actions Bot reviewed Oct 16, 2026

View reviewed changes

Comment thread src/pages/workspace/vendors/WorkspaceVendorsPage.tsx

chatgpt-codex-connector Bot reviewed Oct 16, 2026

View reviewed changes

Comment thread src/libs/Violations/ViolationsUtils.ts

Comment thread src/libs/PolicyUtils/vendor.ts

Comment thread src/pages/iou/request/step/IOURequestStepVendor.tsx Outdated

ShridharGoel added 4 commits October 17, 2026 00:09

Address review comments on vendor fetch and violation retention

3225d77

Update WorkspaceVendorsPage.tsx

a1053a4

Remove unnecessary computed key in ViolationUtilsTest

7951f82

Merge remote-tracking branch 'fork/stale-vendors-refetch-main' into s…

3a7f248

…tale-vendors-refetch-main

garrettmknight requested review from heyjennahay and removed request for garrettmknight October 19, 2026 09:22

Merge remote-tracking branch 'origin/main' into stale-vendors-refetch…

0afb910

…-main # Conflicts: # src/libs/Violations/ViolationsUtils.ts # src/pages/iou/request/step/IOURequestStepVendor.tsx # tests/unit/ViolationUtilsTest.ts

Pujan92 approved these changes Oct 21, 2026

View reviewed changes

ShridharGoel added 2 commits October 22, 2026 02:48

Fix read-only vendor toggle and vendor picker loading states

3e2c3c1

Remove useCallback from vendor fetch for React Compiler compliance

b3857d4

Beamanator approved these changes Oct 21, 2026

View reviewed changes

Beamanator merged commit 7ef9a7c into Expensify:main Oct 21, 2026
35 of 36 checks passed

OSBotify mentioned this pull request Oct 23, 2026

Deploy Checklist: New Expensify 2026-10-23 #104870

Closed

MelvinBot mentioned this pull request Oct 23, 2026

[No QA] Docs updates for E/A#103549 Remove read-only vendor list wording, add disable step #104888

Merged

38 tasks

applause-bot Bot mentioned this pull request Oct 23, 2026

[Due for payment 2026-11-02] Rules - Disabled vendor is shown in vendor list when creating rule #104891

Open

2 of 7 tasks

This was referenced Oct 23, 2026

[Vendor matching CC] App: enable/disable imported vendors and bulk actions #98355

Open

[Due for payment 2026-11-02] Vendors - Vendor list is empty #103529

Closed

[Due for payment 2026-11-02] Vendors - Vendor list cannot be bulk selected #103556

Closed

applause-bot Bot mentioned this pull request Oct 23, 2026

[Due for payment 2026-11-02] Expense- "Vendor no longer valid" error does not appear on Vendor field when disabled offline #104892

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applause-bot Bot mentioned this pull request Oct 23, 2026

Vendors - Changelog shows code instead of vendor name in #admins room #104894

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applause-bot Bot mentioned this pull request Oct 23, 2026

[Due for payment 2026-11-02] Vendor - 0 selected button is not shown in selection mode after deselecting vendor #104908

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ShridharGoel commented Oct 9, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

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Explanation of Change

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Tests

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QA Steps

PR Author Checklist

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