fix: Amount section inconsistency when merging CSV-imported card expenses

[TaduJR]

Explanation of Change

The isFromCreditCardImport() function checks whether a transaction is a card import. CSV-imported card transactions have bank === 'upload', which should return false (they are intentionally allowed to merge). However, the search snapshot adds transactionType: 'card' to these transactions, and the transactionType === CARD check was evaluated first, returning true instead. This caused the Amount field on the "Select details" page to be auto-resolved and hidden, rather than shown as a conflict for the user to choose.

The fix moves the bank === UPLOAD check before the transactionType === CARD check, ensuring consistent behavior regardless of whether the transaction data comes from Onyx or the search snapshot.

Fixed Issues

$ #81167
PROPOSAL: #81167 (comment)

Tests

Precondition: User has imported card transactions from CSV file.

1. Go to the app and do not visit the Reports tab
2. Go to self DM
3. Open any imported card transaction from CSV file
4. Click More > Merge
5. Select any imported card transaction > Continue
6. Verify the Amount section is shown in the Select details page
7. Close the RHP
8. Go to Reports > Expenses
9. Go back to Inbox and open self DM
10. Open any imported card transaction from CSV file
11. Click More > Merge
12. Select any imported card transaction > Continue
13. Verify the Amount section is still shown in the Select details page (previously it would disappear after visiting Reports)

• 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)
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• I included screenshots or videos for tests on all platforms
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Screenshots/Videos

Android: Native

Android-Native.mp4

Android: mWeb Chrome

Android-mWeb.mp4

iOS: Native

iOS-Native.mp4

iOS: mWeb Safari

iOS-Safari.mp4

MacOS: Chrome / Safari

Mac-Chrome.mp4

[melvin-bot]

@linhvovan29546 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]

@MarioExpensify 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]

[codecov]

Codecov Report

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

Files with missing lines	Coverage Δ
src/libs/TransactionUtils/index.ts	83.42% <100.00%> (+0.26%)	⬆️
... and 46 files with indirect coverage changes

[linhvovan29546]

However, the search snapshot adds transactionType: 'card' to these transactions, and the transactionType === CARD check was evaluated first

I agree, the search snapshot is adding transactionType: 'card' to these transactions. Now we need to understand why the BE includes transactionType in the search snapshot response but not in the openReport response.
We can probably make them consistent.

cc @MarioExpensify

[trjExpensify]

@luacmartins or @JS00001 might be good to help you on that Q above.

[luacmartins]

OpenApp has two paths to return transactions. One comes from to-do items and that one includes transactionType. The other one comes from violations for LHN RBR and doesn't include transactionType. It sounds like we need transactionType available in both paths to fix this issue, is that right?

[linhvovan29546]

@luacmartins Thanks! I was just asking to understand why we don’t have transactionType in OpenApp and OpenReport.

It sounds like we need transactionType available in both paths to fix this issue, is that right?

Currently, we don’t need transactionType to fix this issue. But it might be needed to prevent other issues when a transaction is missing transactionType.

[JmillsExpensify]

Product approved, per the discussion in the linked issue.

[linhvovan29546]

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
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• 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 callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
  • I verified that comments were added to code that is not self explanatory
  • 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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• If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
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• If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
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Screenshots/Videos

Android: HybridApp

Screen.Recording.2026-03-11.at.21.37.45.mov

Android: mWeb Chrome

Screen.Recording.2026-03-11.at.21.38.48.mov

iOS: HybridApp

Screen.Recording.2026-03-11.at.21.35.48.mov

iOS: mWeb Safari

Screen.Recording.2026-03-11.at.21.33.32.mov

MacOS: Chrome / Safari

Screen.Recording.2026-03-11.at.21.31.10.mov

[linhvovan29546]

@TaduJR Could you please write unit tests for isFromCreditCardImport?

[TaduJR]

@TaduJR Could you please write unit tests for isFromCreditCardImport?

Done @linhvovan29546

[MarioExpensify]

Nice!! LGTM

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