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[NoQA] Feature: Travel Invoicing – Release 2.8: Travel Mapping Section in Integration Settings#82736

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rlinoz merged 15 commits into
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ikevin127:ikevin127-travel-invoicing-28
Feb 26, 2026
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[NoQA] Feature: Travel Invoicing – Release 2.8: Travel Mapping Section in Integration Settings#82736
rlinoz merged 15 commits into
Expensify:mainfrom
ikevin127:ikevin127-travel-invoicing-28

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@ikevin127

@ikevin127 ikevin127 commented Feb 18, 2026

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Explanation of Change

UX Flow
On the workspace’s accounting integration configuration page (e.g., QuickBooks, NetSuite):

  • If the workspace has Travel Invoicing enabled, we show a “Travel Invoicing” section under the integration settings.
  • This section contains:
    • A “Travel vendor” row.
    • A “Travel payable account” row.

Data & Onyx
We extend the existing integration config stored on the policy object, for example:

  • policy.connections?.quickbooksOnline?.config.travelInvoicingVendorID
  • policy.connections?.quickbooksOnline?.config.travelInvoicingPayableAccountID

On render:

  • Use useOnyx(ONYXKEYS.COLLECTION.POLICY) to get the policy.
  • Read the integration config to determine which vendor/account is currently mapped.

Actions
Reuse existing integration settings action in src/libs/actions/Policy/PolicyConnections.ts:

  • PolicyConnections.updateConnectionConfig(policyID, connectionName, partialConfig):
    • Wraps the backend integration‑update command.
    • Takes a partial config object; we pass only the Travel Invoicing fields:
      • {travelInvoicingVendorID: selectedVendorID}
      • {travelInvoicingPayableAccountID: selectedAccountID}

The backend updates the integration config and returns the updated policy, which Onyx merges into ONYXKEYS.COLLECTION.POLICY.

Components & reuse

  • Extend the existing accounting integration settings page, e.g. WorkspaceAccountingDetailsPage, to add a new section:
    • “Travel Invoicing”
    • Two rows:
      • “Travel vendor”
      • “Travel payable account”
  • For each row:
    • Use MenuItem or similar to show:
      • Current selection (vendor name / account name) or “Not set”.
      • A chevron to indicate it’s selectable.
  • Selecting a row navigates to a reusable searchable picker using existing components:
    • SelectionList for list of vendors/accounts.
    • MenuItem / RadioListItem for rows.
    • Same UX as existing category / vendor mapping pickers, just with a different data source and onSelect handler.

Testing

  • Component tests on the integration settings page:
    • When Travel Invoicing is disabled, the “Travel Invoicing” section does not render.
    • When enabled, the section renders with correct initial vendor/account names pulled from config.
    • Selecting a vendor/account triggers PolicyConnections.updateConnectionConfig with the expected travelInvoicingVendorID / travelInvoicingPayableAccountID.
  • Integration tests:
    • Simulate a user selecting a vendor and verify that after the mock backend returns the updated policy, the newly selected vendor/account shows in the row.

Fixed Issues

$ #78680
PROPOSAL:

Tests

Preconditions

  • Workspace has QuickBooks Online accounting integration enabled (use 1Password - contributor_plus QBO)
  • Travel Invoicing beta and the feature should both be enabled (Central Invoicing ON)

1. Verify Section Rendering

Objective: Ensure the "Travel Invoicing" section renders only when the feature is enabled.

Steps:

  1. Navigate to the workspace QBO accounting integration settings page and click on Export menu item.
  2. Case A: Travel Invoicing disabled
    • Verify the "Travel Invoicing" menu item does not appear in the Export RHP.
  3. Case B: Travel Invoicing enabled
    • Verify the "Travel Invoicing" menu item appears in the Export RHP.
    • Click on "Travel Invoicing" and verify two rows are visible in the RHP:
      • "Travel vendor"
      • "Travel payable account"

2. Verify Selection Interaction

Objective: Ensure each row is selectable and opens the correct picker.

Steps:

  1. Click the "Travel vendor" row.
    • Verify it navigates to a searchable picker (SelectionList) showing available vendors.
  2. Click the "Travel payable account" row.
    • Verify it navigates to a RHP page that currently doesn't have ay options to select (see Slack discussion).

3. Verify Updating Vendor/Account

Objective: Ensure selection updates the integration config via the backend.

Steps:

  1. In the vendor picker, select a new vendor.
  2. Verify the "Travel vendor" row now shows the newly selected vendor.
  3. Ignore for the "Travel payable account" row with, since currently there are no options to select (see Slack discussion).
  • Verify that no errors appear in the JS console

Offline tests

B - Optimistic With Feedback: Config change with pending state

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
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    • 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
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  • 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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Screenshots/Videos

Screen.Recording.2026-02-19.at.16.52.19.mov

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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

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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/CONST/index.ts 92.43% <ø> (ø)
src/SCREENS.ts 100.00% <ø> (ø)
src/libs/API/types.ts 100.00% <ø> (ø)
...gation/linkingConfig/RELATIONS/WORKSPACE_TO_RHP.ts 100.00% <ø> (ø)
src/libs/Navigation/linkingConfig/config.ts 75.00% <ø> (ø)
src/libs/actions/PolicyConnections.ts 25.00% <100.00%> (+25.00%) ⬆️
src/libs/actions/connections/index.ts 19.35% <ø> (ø)
src/pages/workspace/accounting/utils.tsx 0.00% <ø> (ø)
src/ROUTES.ts 13.75% <0.00%> (-0.13%) ⬇️
...gation/AppNavigator/ModalStackNavigators/index.tsx 7.46% <0.00%> (-0.04%) ⬇️
... and 4 more
... and 34 files with indirect coverage changes

@ikevin127 ikevin127 marked this pull request as ready for review February 20, 2026 00:55
@ikevin127 ikevin127 requested review from a team as code owners February 20, 2026 00:55
@melvin-bot melvin-bot Bot requested review from JmillsExpensify and parasharrajat and removed request for a team February 20, 2026 00:55
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@parasharrajat 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 February 20, 2026 00:55
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@parasharrajat 🟢 Ready for review! Please checkout the latest Slack discussion for context.

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Comment thread src/ROUTES.ts Outdated
route: 'workspaces/:policyID/accounting/quickbooks-online/travel-invoicing',

// eslint-disable-next-line no-restricted-syntax -- Legacy route generation
getRoute: (policyID: string) => `workspaces/${policyID}/accounting/quickbooks-online/travel-invoicing` as const,

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P2 Badge Preserve backTo when opening travel invoicing config

The travel-invoicing configuration route builder drops backTo, unlike neighboring QBO export routes, so callers cannot preserve navigation context when entering this screen. This breaks flows that rely on that context (for example src/pages/workspace/companyCards/utils.tsx passes a backTo into the export page): after visiting Travel Invoicing and navigating back, the export screen no longer has the original backTo, so subsequent back navigation can no longer return to the originating company-cards route.

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✅ I updated ROUTES.ts so getRoute now accepts the backTo?: string argument and appends ?backTo=... to the generated route path, just like the other QBO routes.

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Note

Not sure why prettier is failing, I ran it on the branch and there are no changes locally 🤔

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Part of an existing product initiative and in line with spec.

Comment thread Mobile-Expensify
@melvin-bot melvin-bot Bot requested a review from blimpich February 24, 2026 18:15
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Looks good.

@blimpich blimpich requested a review from rlinoz February 24, 2026 18:41
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@codex review

Comment on lines +767 to +781
[SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_TRAVEL_INVOICING_CONFIGURATION]: {
policyID: string;
// eslint-disable-next-line no-restricted-syntax -- `backTo` usages in this file are legacy. Do not add new `backTo` params to screens. See contributingGuides/NAVIGATION.md
backTo?: Routes;
};
[SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_TRAVEL_INVOICING_VENDOR_SELECT]: {
policyID: string;
// eslint-disable-next-line no-restricted-syntax -- `backTo` usages in this file are legacy. Do not add new `backTo` params to screens. See contributingGuides/NAVIGATION.md
backTo?: Routes;
};
[SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_TRAVEL_INVOICING_PAYABLE_ACCOUNT_SELECT]: {
policyID: string;
// eslint-disable-next-line no-restricted-syntax -- `backTo` usages in this file are legacy. Do not add new `backTo` params to screens. See contributingGuides/NAVIGATION.md
backTo?: Routes;
};

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Can we avoid adding backto here?

If not, please add a comment explaining why.

Comment thread src/ROUTES.ts
Comment on lines +1636 to +1652
POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_TRAVEL_INVOICING_CONFIGURATION: {
route: 'workspaces/:policyID/accounting/quickbooks-online/travel-invoicing',

// eslint-disable-next-line no-restricted-syntax -- Legacy route generation
getRoute: (policyID: string, backTo?: string) => getUrlWithBackToParam(`workspaces/${policyID}/accounting/quickbooks-online/travel-invoicing` as const, backTo),
},
POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_TRAVEL_INVOICING_VENDOR_SELECT: {
route: 'workspaces/:policyID/accounting/quickbooks-online/travel-invoicing/vendor',

// eslint-disable-next-line no-restricted-syntax -- Legacy route generation
getRoute: (policyID: string, backTo?: string) => getUrlWithBackToParam(`workspaces/${policyID}/accounting/quickbooks-online/travel-invoicing/vendor` as const, backTo),
},
POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_TRAVEL_INVOICING_PAYABLE_ACCOUNT_SELECT: {
route: 'workspaces/:policyID/accounting/quickbooks-online/travel-invoicing/payable-account',

// eslint-disable-next-line no-restricted-syntax -- Legacy route generation
getRoute: (policyID: string, backTo?: string) => getUrlWithBackToParam(`workspaces/${policyID}/accounting/quickbooks-online/travel-invoicing/payable-account` as const, backTo),

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Same here, can we avoid the disable? If not please comment why

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? [
{
description: translate('workspace.qbo.travelInvoicing'),
onPress: !policyID ? undefined : () => Navigation.navigate(ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_TRAVEL_INVOICING_CONFIGURATION.getRoute(policyID)),

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P2 Badge Preserve backTo when opening travel invoicing settings

This onPress is the only export submenu navigation here that does not pass Navigation.getActiveRoute() as backTo, so if the export page was opened with its own backTo param, entering Travel Invoicing and returning drops that context and can send users to an unexpected screen on the next back action (including bypassing the existing goBackFromExportConnection handling). Use getRoute(policyID, Navigation.getActiveRoute()) like the neighboring menu items to preserve the navigation chain.

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Can we avoid adding backto here?

Same here, can we avoid the disable?

@rlinoz I used backTo even though depracated for cases like refreshing the browser / page while nested within the RHP like on vendor / payable account select to have proper goBack navigation instead of dismissing the entire RHP - I used this because it's known to work for such cases which were reported as navigation regressions in the past.

With your requests, this will be pushed back at least 1-2 days as I need to refactor the entire navigation for the Travel Mapping section and the 2 routes to use Dynamic Routes, which I did not use before - not familiar with so I have to:

  • get familiar & understand the concept
  • attempt refactoring on this PR and hope it works first try

Warning

Dynamic Routes currently have a limitation: they do not support stacking multiple suffixes on a single path. If we make Travel Invoicing Configuration a dynamic route (travel-invoicing), any direct sub-pages (e.g. Vendor and Payable Account) cannot also be dynamic routes stacked on top of it.

Therefore, this plan treats Travel Invoicing Configuration itself as the dynamic route appended to Export, while keeping Vendor Select and Payable Account Select as static routes that fall back gracefully.

@rlinoz

rlinoz commented Feb 25, 2026

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I am ok with merging this as is if we create a clean up issue to fix routing.

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Sure, that would be best given the timeline 🙌

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Sounds good to me. @rlinoz can you make a GH for follow up and assign Kevin and @parasharrajat?

@rlinoz

rlinoz commented Feb 26, 2026

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Issue is here #83572

@rlinoz rlinoz merged commit 5260288 into Expensify:main Feb 26, 2026
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🚧 @rlinoz 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/rlinoz in version: 9.3.27-0 🚀

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

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🚀 Deployed to production by https://github.com/blimpich in version: 9.3.27-8 🚀

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

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6 participants