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Explanation of Change

While working on the issue #74127, three more bugs related to Invoicify users were found:

  1. A user can delete the last workspace where they are the owner, causing them to disappear from Invoicify
  2. A collect workspace is created for Invoicify users, although they can only have a control workspace and the backend always returns the control type
  3. An Invoicify user can try to change the plan type for a workspace, and although the backend will not allow this, we need to close access to this page from the frontend, letting the user know that they cannot perform this action

See this comment for last 2 bugs: #74127 (comment)

Fixed Issues

$#74127
PROPOSAL:

Tests

Precondition for every bug: Be Invoicify user

Bug 1: Last workspace deletion
Precondition: Have one control workspace where you are the owner

  1. Go to the workspace list
  2. Click on the three dots next to the workspace where you are the owner
  3. Select the option to delete the workspace
  4. Make sure that the page appears stating that you cannot perform this action

Bug 2: Optimistic workspace creation

  1. Go offline.
  2. Go to the workspaces list page.
  3. Create a new workspace.
  4. Make sure it is of the control type.

Bug 3: Workspac downgrade
Precondition: Have at least 1 control workspace where you are owner

  1. Go to workspace from precondition
  2. Go to overview page
  3. Go to Plan type
  4. Select collect
  5. Click Save
  6. Make sure that the page appears stating that you cannot perform this action
  • Verify that no errors appear in the JS console

Offline tests

Same as tests

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."
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
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      • If any non-english text was added/modified, I used JaimeGPT to get English > Spanish translation. I then posted it in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
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Screenshots/Videos

Android: Native
74127-follow-up-android-native.mp4
Android: mWeb Chrome
74127-follow-up-android-web.mp4
iOS: Native
74127-follow-up-ios-native.mp4
iOS: mWeb Safari
74127-follow-up-ios-web.mp4
MacOS: Chrome / Safari
74127-follow-up-web.mp4

@Eskalifer1 Eskalifer1 requested review from a team as code owners January 20, 2026 09:38
@melvin-bot melvin-bot bot requested review from JmillsExpensify and rojiphil and removed request for a team January 20, 2026 09:38
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@rojiphil 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 January 20, 2026 09:38
return;
}

if (isSubscriptionTypeOfInvoicing(privateSubscription?.type) && item?.policyID) {
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❌ CONSISTENCY-3 (https://github.com/Expensify/App/blob/main/.claude/agents/code-inline-reviewer.md#consistency-3-eliminate-code-duplication)

The logic for checking invoicing subscription type and validating other control workspaces is duplicated between WorkspacesListPage.tsx and WorkspaceOverviewPage.tsx. This same logic appears in both files with nearly identical implementation.

Extract this logic into a reusable utility function to eliminate the duplication and improve maintainability:

// In a shared utility file (e.g., src/libs/PolicyUtils.ts)
function shouldBlockWorkspaceDeletion(
    privateSubscriptionType: string | undefined,
    policies: OnyxCollection<Policy>,
    currentUserAccountID: number,
    currentPolicyID: string
): boolean {
    if (\!isSubscriptionTypeOfInvoicing(privateSubscriptionType)) {
        return false;
    }

    const ownerPolicies = ownerPoliciesSelector(policies, currentUserAccountID);
    const ownerPoliciesWithoutPending = (ownerPolicies ?? []).filter(
        (policy) => 
            policy.pendingAction \!== CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD && 
            policy.pendingAction \!== CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE
    );

    return \!hasOtherControlWorkspaces(ownerPoliciesWithoutPending, currentPolicyID);
}

// Usage in WorkspacesListPage.tsx
if (shouldBlockWorkspaceDeletion(privateSubscription?.type, policies, currentUserPersonalDetails?.accountID, item.policyID)) {
    Navigation.navigate(ROUTES.SETTINGS_SUBSCRIPTION_DOWNGRADE_BLOCKED.getRoute(Navigation.getActiveRoute()));
    return;
}

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I thought about this while working on PR, but I'm not sure it makes much sense, since we get ownerPolicies in two different places: in one, we get them through Onyx using a selector, and in the other, we just use filtering.

I think it would be possible to create some kind of function here, but I'm not sure if it would make much sense, because with this approach, we would be filtering the array for all users: see this comment: #79950 (comment)

Let me know what do you think @rojiphil

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This makes sense to me though as a utility function will help the code remain DRY. I think we can pass the filtered owner policies to the utility function. If available, we can use it straightaway. And if not available, we can filter it in the utility function itself and use it. Would this work?

}, [isFocused, isPendingDelete, prevIsPendingDelete, policyLastErrorMessage]);

const onDeleteWorkspace = useCallback(() => {
if (isSubscriptionTypeOfInvoicing(privateSubscription?.type) && policy?.id) {
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❌ CONSISTENCY-3 (https://github.com/Expensify/App/blob/main/.claude/agents/code-inline-reviewer.md#consistency-3-eliminate-code-duplication)

The logic for checking invoicing subscription type and validating other control workspaces is duplicated between WorkspaceOverviewPage.tsx and WorkspacesListPage.tsx. This same logic appears in both files with nearly identical implementation.

Extract this logic into a reusable utility function to eliminate the duplication and improve maintainability. See the comment on WorkspacesListPage.tsx for the suggested implementation.

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Same as above

const [session] = useOnyx(ONYXKEYS.SESSION, {canBeMissing: true});
const personalDetails = usePersonalDetails();
const [isCannotLeaveWorkspaceModalOpen, setIsCannotLeaveWorkspaceModalOpen] = useState(false);
const privateSubscription = usePrivateSubscription();
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❌ PERF-6 (https://github.com/Expensify/App/blob/main/.claude/agents/code-inline-reviewer.md#perf-6-derive-state-from-props)

The selector function is being created with useCallback and then passed to useOnyx, but this is unnecessary complexity. The selector can be defined directly inline or moved outside the component since it only depends on currentUserPersonalDetails?.accountID.

If currentUserPersonalDetails?.accountID changes, the selector will naturally re-run with useOnyx. There's no need for useCallback here as it doesn't prevent re-renders or improve performance in this case.

Suggested fix:

// Option 1: Define selector inline
const [ownerPolicies] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {
    canBeMissing: true, 
    selector: (policies: OnyxCollection<Policy>) => 
        ownerPoliciesSelector(policies, currentUserPersonalDetails?.accountID)
});

// Option 2: If accountID is stable, move outside useCallback entirely
const accountID = currentUserPersonalDetails?.accountID;
const [ownerPolicies] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {
    canBeMissing: true,
    selector: (policies: OnyxCollection<Policy>) => ownerPoliciesSelector(policies, accountID)
});

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I used the same approach as here:

const selector = useCallback(
(policies: OnyxCollection<Policy>) => {
return activeAdminPoliciesSelector(policies, login ?? '');
},
[login],
);
const [adminPolicies] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {canBeMissing: true, selector});

Let me know if anything needs to be changed @rojiphil.

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As we do not see any compelling reason to keep useCallback, let us add the selector inline and avoid unnecessary complexity.

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It seems that eslint prohibits inline selectors, so I'll leave it as it is for now.

}

if (isSubscriptionTypeOfInvoicing(privateSubscription?.type) && item?.policyID) {
const ownerPolicies = (() => {
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❌ PERF-6 (https://github.com/Expensify/App/blob/main/.claude/agents/code-inline-reviewer.md#perf-6-derive-state-from-props)

The ownerPolicies value is computed inside an event handler using an IIFE (Immediately Invoked Function Expression). This logic should be moved outside the event handler and computed earlier in the component.

Reasoning: The ownerPolicies computation depends only on policies and currentUserPersonalDetails?.accountID, which are available in the component scope. Computing this in the event handler adds unnecessary complexity and makes the code harder to read.

Suggested fix:

// At the component level (before the useMemo that creates workspacesList)
const ownerPolicies = useMemo(() => {
    if (\!policies || \!currentUserPersonalDetails?.accountID) {
        return undefined;
    }
    return ownerPoliciesSelector(policies, currentUserPersonalDetails?.accountID);
}, [policies, currentUserPersonalDetails?.accountID]);

// Then in the event handler, simply use:
if (isSubscriptionTypeOfInvoicing(privateSubscription?.type) && item?.policyID) {
    const ownerPoliciesWithoutCreateOrDeletePendingAction = (ownerPolicies ?? []).filter(
        (policy) => policy.pendingAction \!== CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD && 
                    policy.pendingAction \!== CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE
    );
    
    const hasOtherControlWorkspaces = hasOtherControlWorkspacesPolicyUtils(
        ownerPoliciesWithoutCreateOrDeletePendingAction, 
        item.policyID
    );
    
    if (\!hasOtherControlWorkspaces) {
        Navigation.navigate(ROUTES.SETTINGS_SUBSCRIPTION_DOWNGRADE_BLOCKED.getRoute(Navigation.getActiveRoute()));
        return;
    }
}

This makes the derived state clearer and avoids recomputing it on every event handler execution.

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In my opinion, this seems inappropriate, since I deliberately put the logic inside the function. The reason for this behavior is that the vast majority of users are not Invoicify users, so if I move this logic outside the function, it will be executed every time for all users, even if they don't need this change in 99% of cases. Therefore, this is done for optimization purposes, so as not to perform operations on potentially large data when it is not necessary. With the current implementation, this will only be performed when the subscription type is Invoicify.

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Looks fine to me but let's add a comment as to why we are deliberately putting the logic inside the function.

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Comment on lines 43 to +45
currentUserAccountIDParam: currentUserPersonalDetails.accountID,
currentUserEmailParam: currentUserPersonalDetails.email ?? '',
shouldCreateControlPolicy: isSubscriptionTypeOfInvoicing(privateSubscription?.type),

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P2 Badge Treat missing subscription as non-invoicing

usePrivateSubscription returns undefined while Onyx is still loading, and isSubscriptionTypeOfInvoicing(undefined) is false. That means an Invoicify user who opens this page before NVP_PRIVATE_SUBSCRIPTION is ready (e.g., fresh login or cache miss/offline) will still create a TEAM/Collect workspace, recreating the optimistic-type bug you’re trying to fix. Consider blocking submission until the subscription is loaded or handling the “loading/unknown” state explicitly.

Useful? React with 👍 / 👎.

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I don't think this applies in this case, because this function is only executed when the user clicks the button, not when the page loads, so this data will already be available at the moment of clicking.

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codecov bot commented Jan 20, 2026

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/libs/actions/App.ts 45.58% <ø> (ø)
src/libs/actions/Policy/Policy.ts 34.85% <100.00%> (+0.57%) ⬆️
src/pages/workspace/WorkspaceConfirmationPage.tsx 0.00% <ø> (ø)
.../pages/workspace/WorkspaceOverviewPlanTypePage.tsx 0.00% <0.00%> (ø)
src/pages/workspace/WorkspacesListPage.tsx 61.09% <25.00%> (-17.57%) ⬇️
src/libs/PolicyUtils.ts 54.05% <0.00%> (-1.15%) ⬇️
src/pages/workspace/WorkspaceOverviewPage.tsx 0.00% <0.00%> (ø)
... and 99 files with indirect coverage changes

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Product review not required.

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Oh! Unfortunately, during testing, I just managed to delete the last control workspace in OD. I just had to assign the default workspace to an existing collect workspace, and then the last control workspace could also be deleted, thereby resetting the invoicify account
@heyjennahay Looks like a fix is needed in OD (and possibly in BE) as well to prevent the deletion of the last control workspace.

79950-invoicify-001.mp4

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@heyjennahay Also, the BE has reset my subscription status to monthly2018 when the last control workspace got deleted in OD.
Looks like @sonialiap is still OOO as mentioned here. So, can you please help set invoicify again to my account roji+test922@owesee.com? Thanks.

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@rojiphil requested you being added back to Invoicify in the original GH

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@Eskalifer1 Thanks for the PR.
I have left a few comments. Also, we have conflicts.
Please have a look. Thanks.

const [session] = useOnyx(ONYXKEYS.SESSION, {canBeMissing: true});
const personalDetails = usePersonalDetails();
const [isCannotLeaveWorkspaceModalOpen, setIsCannotLeaveWorkspaceModalOpen] = useState(false);
const privateSubscription = usePrivateSubscription();
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As we do not see any compelling reason to keep useCallback, let us add the selector inline and avoid unnecessary complexity.

}

if (isSubscriptionTypeOfInvoicing(privateSubscription?.type) && item?.policyID) {
const ownerPolicies = (() => {
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Looks fine to me but let's add a comment as to why we are deliberately putting the logic inside the function.

return;
}

if (isSubscriptionTypeOfInvoicing(privateSubscription?.type) && item?.policyID) {
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This makes sense to me though as a utility function will help the code remain DRY. I think we can pass the filtered owner policies to the utility function. If available, we can use it straightaway. And if not available, we can filter it in the utility function itself and use it. Would this work?

activePolicyID,
currentUserAccountIDParam: currentUserPersonalDetails.accountID,
currentUserEmailParam: currentUserPersonalDetails.email ?? '',
shouldCreateControlPolicy: isSubscriptionTypeOfInvoicing(privateSubscription?.type),
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Don't we need to set shouldCreateControlPolicy here too?

createWorkspaceWithPolicyDraftAndNavigateToIt({

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I'm not even entirely sure how to test this functionality, as it seems that this logic is rarely used, and I think that Invoicy users will almost never use it, especially in offline mode, and in the online backend will return the correct data.

In addition, it seems that this useEffect is called once when the page is mounted after the transition, at a time when privateSettings will still be undefined. I'm afraid that if we add any dependencies to this useEffect, we will cause many more bugs than we will gain benefits, because the chance of such a scenario occurring is very small and only applies to offline mode, which, in my opinion, does not justify the risks.

What do you think about this?

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Yeah. Digged in a little deeper to figure out the usage and it’s here.
I too don’t see this being applicable in our invoicify scenario here. Let us leave this as it is.

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Tests well too. Will complete the checklist once review comments are resolved.

79950-test-001.mp4

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Hi! I will update PR today later!

@Eskalifer1 Eskalifer1 changed the title Fix/74127 Inoicify related bugs Fix/74127 Invoicify related bugs Jan 26, 2026
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rojiphil commented Jan 27, 2026

Changes looks good now.. Will complete the review today.

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
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Screenshots/Videos

Android: HybridApp
79950-android-hyrbid-001.mp4
Android: mWeb Chrome
79950-mweb-chrome-001.mp4
iOS: HybridApp
79950-ios-hybrid-001.mp4
iOS: mWeb Safari
79950-mweb-safari-001.mp4
MacOS: Chrome / Safari
79950-web-chrome-001.mp4

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@rojiphil rojiphil left a comment

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@Eskalifer1 Thanks for the updates to PR.

@justinpersaud Changes LGTM. Works well too.
Over to you. Thanks.

@melvin-bot melvin-bot bot requested a review from justinpersaud January 28, 2026 08:28
@justinpersaud justinpersaud merged commit b48ea01 into Expensify:main Jan 28, 2026
30 of 31 checks passed
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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/justinpersaud in version: 9.3.11-0 🚀

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

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nlemma commented Jan 29, 2026

@Eskalifer1 how to be an Invoicify user, or is this something to be tested internally?

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Hi @nlemma this should be tested internally

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7 participants