Inbox/Home - No "Connect Bank Account" task

[Christinadobrzyn]

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Version Number: current Expensify browser version
Reproducible in staging?: Y
Reproducible in production?: N
If this was caught on HybridApp, is this reproducible on New Expensify Standalone?: NA
If this was caught during regression testing, add the test name, ID and link from TestRail: https://expensify.testrail.io/index.php?/tests/view/5505192
Email or phone of affected tester (no customers): [email protected]
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL: https://github.com/Expensify/Expensify/issues/464391
Issue reported by: vincdargento
Slack conversation (hyperlinked to channel name): https://expensify.slack.com/archives/C03UK30EA1Z/p1737997684697269

Action Performed:

• Go to staging.expensify.com
• Create and verify new Expensify account with Gmail address
• Create a Control policy
• In the task "How would you like to invite ..." Select "Manually Enter"
• Enter another test email in the text box and click Invite
• In the inbox task "Do you want to sync", click "No"
• In the inbox task "How often would you like ...", select "Once a day"
• In the inbox task "How often do reports require ...", click "Never"
• The Inbox task "Connect bank account" should appear

Expected Result:

The task "Connect bank account" is present in the Inbox

Actual Result:

The task "Connect bank account" is missing from the Inbox

Workaround:

NA

Platforms:

Which of our officially supported platforms is this issue occurring on?

• Android: Standalone
• Android: HybridApp
• Android: mWeb Chrome
• iOS: Standalone
• iOS: HybridApp
• iOS: mWeb Safari
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

bug.mp4

[Christinadobrzyn]

Testing this again, I can see the bank account Inbox is visible after completing the steps in the OP. I'll ask QA to test this again.

https://expensify.slack.com/archives/C9YU7BX5M/p1738080675837919

[mvtglobally]

Slightly different, but able to see the bank

Screen.Recording.2025-01-28.at.12.26.42.PM.mov

[mvtglobally]

Team is able to reproduce

https://github.com/user-attachments/assets/4ff5be79-8f39-4383-a2d8-22c8746d7ed8
https://github.com/user-attachments/assets/4dd2eb3c-7fe6-4bdd-9ed3-f08f256e2ce9

[Christinadobrzyn]

Awesome, thank you @mvtglobally! Asking if callstack might have the bandwidth - https://expensify.slack.com/archives/C03UK30EA1Z/p1738110337567609?thread_ts=1737997684.697269&cid=C03UK30EA1Z

[Christinadobrzyn]

This needs to be internal

[melvin-bot]

@Christinadobrzyn Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[flaviadefaria]

This should go in #convert.

[Christinadobrzyn]

1. What is the expected outcome?

The task "Connect bank account" is present in the Home in Expensify Classic

2. Why are we doing this / what value do we get out of this proposed change?

We are missing an Home task in Expensify Classic

3. What problem are we solving?

During the onboarding process, a Home task is missing in Classic

4. Priority and Impact

This is impacting the onboarding workflow for Control Classic users

5. Reproduction Steps

in the OP:

• Go to staging.expensify.com
• Create and verify new Expensify account with Gmail address
• Create a Control policy
• In the task "How would you like to invite ..." Select "Manually Enter"
• Enter another test email in the text box and click Invite
• In the inbox task "Do you want to sync", click "No"
• In the inbox task "How often would you like ...", select "Once a day"
• In the inbox task "How often do reports require ...", click "Never"
• The Inbox task "Connect bank account" should appear

6. Estimation of how long the ticket might take to complete

Unknown - the volunteer might better know that

7. Who has experience or domain knowledge that might help us complete it?

maybe @carlosmiceli per this Slack convo?

8. Related Issues

Maybe this? #48591

9. Can it be worked on by contributors or not?

I don't think so since it's classic

10. Context for Any Existing Workarounds

Set up a business bank account on Payments page

[Christinadobrzyn]

waiting for this to get picked up!

[melvin-bot]

@Christinadobrzyn Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[Christinadobrzyn]

waiting for a volunteer

[Christinadobrzyn]

@danielrvidal are you doing the weekly updates for the Convert channel? If yes could you add this to the weekly update to see if we can get a volunteer? TY!

[Christinadobrzyn]

Seeing if we can get this on a weekly update

[Christinadobrzyn]

still working on a volunteer

[Christinadobrzyn]

Testing this again - the Inbox task is showing. I think this is resolved - asking QA to test. https://expensify.slack.com/archives/C9YU7BX5M/p1740079393581879

[kavimuru]

Not reproducible

Recording.440.mp4

[Christinadobrzyn]

Awesome - closing this as resolved. Thanks @kavimuru!