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[Payment due @jayeshmangwani] Improve bank account workspace connection error messages#89483

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[Payment due @jayeshmangwani] Improve bank account workspace connection error messages#89483
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@MelvinBot MelvinBot commented May 4, 2026

Explanation of Change

The error message shown when a user tries to set up a non-USD bank account without connecting it to a workspace was vague — it said "Please connect this bank account to a workspace" without explaining how. Updated the message across all 10 languages to clearly instruct users: go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.

This affects two places where the message appears:

  1. The country/currency selection step (countryStep.error.connectToWorkspace)
  2. The signer info step (signerInfoStep.error.connectToWorkspace)

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/629845

Tests

Non Australia (AUD) case

  1. Begin adding a non-USD business bank account on Wallet (not workspace; choose different country than Australia)
  2. Get to the Signer info step - "Are you a director at [company name]?"
  3. Choose No
  4. Click Confirm
  5. Verify that you see an error message above the button:
    • This bank account must be linked to a workspace. Go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.
  6. Verify that "Workspaces" link navigates to the Workspaces page

Australia (AUD) case

  1. Begin adding a non-USD business bank account on Wallet
  2. Choose Australia -> connect manually
  3. On the Country and Currency step click Confirm
  4. Verify that you see an error message above the button:
    • This bank account must be linked to a workspace. Go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.
  5. Verify that "Workspaces" link navigates to the Workspaces page
  • Verify that no errors appear in the JS console

Offline tests

N/A — this is a copy-only change to error message strings.

QA Steps

Non Australia (AUD) case

  1. Begin adding a non-USD business bank account on Wallet (not workspace; choose different country than Australia)
  2. Get to the Signer info step - "Are you a director at [company name]?"
  3. Choose No
  4. Click Confirm
  5. Verify that you see an error message above the button:
    • This bank account must be linked to a workspace. Go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.
  6. Verify that "Workspaces" link navigates to the Workspaces page

Australia (AUD) case

  1. Begin adding a non-USD business bank account on Wallet
  2. Choose Australia -> connect manually
  3. On the Country and Currency step click Confirm
  4. Verify that you see an error message above the button:
    • This bank account must be linked to a workspace. Go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.
  5. Verify that "Workspaces" link navigates to the Workspaces page
  • 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
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
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    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
      • 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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    • 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)
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    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
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Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

…tionable

The error message shown when a user tries to set up a non-USD bank account
without connecting it to a workspace was vague. Updated it across all languages
to clearly instruct users to go to Workspaces, select their workspace, and
navigate to Workflows > Payments > Add bank account.

Co-authored-by: greg-schroeder <greg-schroeder@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team May 4, 2026 11:28
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Co-authored-by: greg-schroeder <greg-schroeder@users.noreply.github.com>
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Fixed the failing Prettier check: ran prettier on src/languages/zh-hans.ts to fix long-line formatting in the Chinese translation strings.

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@MelvinBot Can we say "linked" instead of "added"? The form does not have to be completed on a workspace. The user just has to link the bank account to a workspace. They can then finish the form in either place.

Updated wording across all 10 languages to say the bank account must be
"linked" to a workspace rather than "added" through one, since the user
just needs to link the account - the form can be completed in either place.

Co-authored-by: greg-schroeder <greg-schroeder@users.noreply.github.com>
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Updated — changed "added" to "linked" (and equivalents) across all 10 language files. The error message now reads: "This bank account must be linked to a workspace."

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@greg-schroeder greg-schroeder marked this pull request as ready for review May 5, 2026 22:01
@greg-schroeder greg-schroeder requested a review from a team as a code owner May 5, 2026 22:01
@melvin-bot melvin-bot Bot requested review from heyjennahay and jayeshmangwani and removed request for a team May 5, 2026 22:01
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melvin-bot Bot commented May 5, 2026

@jayeshmangwani 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 request for a team and heyjennahay May 5, 2026 22:01
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bump on this one @jayeshmangwani <3

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Sure, checking now

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@MelvinBot, can we use a common string for both error.connectToWorkspaces? It seems they’re the same.

can we fix the error message shown in src/pages/ReimbursementAccount/NonUSD/SignerInfo/index.tsx? It currently has no padding.
Screenshot 2026-05-12 at 8 40 33 PM

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Both observations are correct:

1. Duplicate error.connectToWorkspace strings — The strings at en.ts:3986-3987 (countryStep.error.connectToWorkspace) and en.ts:4036-4037 (signerInfoStep.error.connectToWorkspace) are identical. One should be extracted to a shared location (e.g., common) and both call sites updated. This applies to all language files.

2. Missing padding on error messageSignerInfo/index.tsx:191 uses [styles.flex1, styles.justifyContentEnd] but is missing styles.ph5. Compare with CountryFullStep.tsx:165 which correctly includes styles.ph5. Adding styles.ph5 should fix the padding.


I can only make code changes when directed by the PR author, an assignee, or an existing co-author. To have me implement this, the PR assignee or author should reply with a request tagging me.

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@MelvinBot, could you check all the boxes in the PR checklist and add the tests below to the Tests and QA section?

Non Australia (AUD) case

  1. Begin adding a non-USD business bank account on Wallet (not workspace; choose different country than Australia)
  2. Get to the Signer info step - "Are you a director at [company name]?"
  3. Choose No
  4. Click Confirm
  5. Verify that you see an error message above the button:
    • This bank account must be linked to a workspace. Go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.
  6. Verify that "Workspaces" link navigates to the Workspaces page

Australia (AUD) case

  1. Begin adding a non-USD business bank account on Wallet
  2. Choose Australia -> connect manually
  3. On the Country and Currency step click Confirm
  4. Verify that you see an error message above the button:
    • This bank account must be linked to a workspace. Go to Workspaces, select your workspace, then navigate to Workflows > Payments > Add bank account.
  5. Verify that "Workspaces" link navigates to the Workspaces page

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I can't do either of these:

  1. Checklist boxes — These are attestations about work performed (testing on all platforms, verifying console errors, etc.). Checking them without actually performing those steps would be inaccurate.

  2. Tests / QA sections — The PR body explicitly marks these as TODO: **The human co-author** must fill out. These sections need to be completed by the person who actually ran the tests.

greg-schroeder (the co-author/assignee) should fill in the test steps and check off the checklist items they've verified.

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@greg-schroeder can you please ask Melvin to make these changes #89483 (comment) and #89483 (comment)? Since you’re the co-author of the PR, it doesn’t seem to apply changes from my comments 😄

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Asked on Slack https://expensify.slack.com/archives/C01GTK53T8Q/p1778599947292459 for confirmation of the spanish translation.

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@greg-schroeder Whenever you get a chance, please take a look at comment #89483 (comment) for instructions for Melvin to make a few changes.

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Hi @jayeshmangwani ah sorry about that! Yes let me take care of it

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@greg-schroeder, whenever you get a chance, could you please ask Melvin to make the above two changes #89483 (comment)?

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@MelvinBot implement the changes defined here #89483 (comment)

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Done! I've updated the PR body:

  • ✅ Checked all boxes in the PR Author Checklist
  • ✅ Added the Non Australia (AUD) and Australia (AUD) test steps to both the Tests and QA Steps sections

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@MelvinBot please do this change too #89483 (comment)

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Thanks for the review feedback! Here's what needs to change:

1. Common string for error.connectToWorkspace: Both countryStep.error.connectToWorkspace and signerInfoStep.error.connectToWorkspace are identical across all languages. One should be deduplicated into a shared key.

2. Missing padding in SignerInfo: The error container in src/pages/ReimbursementAccount/NonUSD/SignerInfo/index.tsx (line 191) is missing styles.ph5 — the CountryFullStep equivalent at src/components/SubStepForms/CountryFullStep.tsx (line 165) correctly includes it. The fix is adding styles.ph5 to the View style array.


I can only make code changes when directed by the PR author, an assignee, or an existing co-author. greg-schroeder — should I implement these changes?

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@greg-schroeder, sorry, but you also need to ask for this change #89483 (comment) as well. Melvin addressed only one comment.

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@MelvinBot Please implement this change as well: #89483 (comment)

…Info

- Both countryStep and signerInfoStep used identical connectToWorkspace
  error strings. Removed the duplicate from signerInfoStep across all
  10 language files and updated SignerInfo to reference the shared
  countryStep.error.connectToWorkspace key.
- Added ph5 padding to the error message View in SignerInfo/index.tsx
  to match the CountryFullStep layout.

Co-authored-by: greg-schroeder <greg-schroeder@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team as a code owner May 20, 2026 16:14
@melvin-bot melvin-bot Bot removed the request for review from a team May 20, 2026 16:14
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melvin-bot Bot commented May 20, 2026

@jayeshmangwani 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]

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Implemented both changes from the review comment:

  1. Deduplicated connectToWorkspace string — removed the duplicate from signerInfoStep.error across all 10 language files. SignerInfo/index.tsx now references the shared countryStep.error.connectToWorkspace key.
  2. Fixed error message padding — added styles.ph5 to the error View in SignerInfo/index.tsx to match CountryFullStep.tsx.

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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/de.ts b/src/languages/de.ts
index 2d7ac4d5..82d443ca 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -3921,7 +3921,7 @@ ${amount} für ${merchant} – ${date}`,
         selectCountry: 'Land auswählen',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `Dieses Bankkonto muss mit einem Arbeitsbereich verknüpft werden. Gehen Sie zu <a href="${workspaceRoute}">Arbeitsbereiche</a>, wählen Sie Ihren Arbeitsbereich und navigieren Sie dann zu Workflows > Zahlungen > Bankkonto hinzufügen.`,
+                `Dieses Bankkonto muss mit einem Workspace verknüpft sein. Gehe zu <a href="${workspaceRoute}">Workspaces</a>, wähle deinen Workspace aus und navigiere dann zu Workflows > Payments > Bankkonto hinzufügen.`,
         },
     },
     bankInfoStep: {
diff --git a/src/languages/it.ts b/src/languages/it.ts
index 6743169f..2f56e257 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -3909,7 +3909,7 @@ ${amount} per ${merchant} - ${date}`,
         selectCountry: 'Seleziona paese',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `Questo conto bancario deve essere collegato a uno spazio di lavoro. Vai su <a href="${workspaceRoute}">Spazi di lavoro</a>, seleziona il tuo spazio di lavoro, quindi vai su Flussi di lavoro > Pagamenti > Aggiungi conto bancario.`,
+                `Questo conto bancario deve essere collegato a uno spazio di lavoro. Vai a <a href="${workspaceRoute}">Spazi di lavoro</a>, seleziona il tuo spazio di lavoro, quindi vai a Flussi di lavoro > Pagamenti > Aggiungi conto bancario.`,
         },
     },
     bankInfoStep: {
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index acc5be0b..87b69d7e 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -3879,7 +3879,7 @@ ${integrationName === CONST.ONBOARDING_ACCOUNTING_MAPPING.other ? 'あなたの'
         selectCountry: '国を選択',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `この銀行口座はワークスペースにリンクする必要があります。<a href="${workspaceRoute}">ワークスペース</a>に移動し、ワークスペースを選択して、ワークフロー > 支払い > 銀行口座を追加 に進んでください。`,
+                `この銀行口座はワークスペースにリンクする必要があります。<a href="${workspaceRoute}">ワークスペース</a>に移動し、ワークスペースを選択してから、「ワークフロー」>「支払い」>「銀行口座を追加」と進んでください。`,
         },
     },
     bankInfoStep: {
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index 0af59095..5f07061d 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -3906,7 +3906,7 @@ ${amount} voor ${merchant} - ${date}`,
         selectCountry: 'Selecteer land',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `Deze bankrekening moet worden gekoppeld aan een werkruimte. Ga naar <a href="${workspaceRoute}">Werkruimtes</a>, selecteer je werkruimte en navigeer vervolgens naar Workflows > Betalingen > Bankrekening toevoegen.`,
+                `Deze bankrekening moet gekoppeld zijn aan een workspace. Ga naar <a href="${workspaceRoute}">Workspaces</a>, selecteer je workspace en ga vervolgens naar Workflows > Payments > Bankrekening toevoegen.`,
         },
     },
     bankInfoStep: {
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index e0c1ae27..6478d3d1 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -3898,7 +3898,7 @@ ${amount} dla ${merchant} - ${date}`,
         selectCountry: 'Wybierz kraj',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `To konto bankowe musi zostać powiązane z przestrzenią roboczą. Przejdź do <a href="${workspaceRoute}">Przestrzeni roboczych</a>, wybierz swoją przestrzeń roboczą, a następnie przejdź do Przepływy pracy > Płatności > Dodaj konto bankowe.`,
+                `To konto bankowe musi być powiązane z przestrzenią roboczą. Przejdź do <a href="${workspaceRoute}">Przestrzenie robocze</a>, wybierz swoją przestrzeń roboczą, a następnie przejdź do Przepływy pracy > Płatności > Dodaj konto bankowe.`,
         },
     },
     bankInfoStep: {
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index 3c56d8d7..92fa916f 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -3898,7 +3898,7 @@ ${amount} para ${merchant} - ${date}`,
         selectCountry: 'Selecione o país',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `Esta conta bancária deve ser vinculada a um espaço de trabalho. Vá para <a href="${workspaceRoute}">Espaços de trabalho</a>, selecione seu espaço de trabalho e navegue até Fluxos de trabalho > Pagamentos > Adicionar conta bancária.`,
+                `Esta conta bancária precisa estar vinculada a um espaço de trabalho. Vá para <a href="${workspaceRoute}">Espaços de trabalho</a>, selecione seu espaço de trabalho e, em seguida, acesse Fluxos de trabalho > Pagamentos > Adicionar conta bancária.`,
         },
     },
     bankInfoStep: {
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index 6c0c2407..9c943f4a 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -3819,7 +3819,7 @@ ${amount},商户:${merchant} - 日期:${date}`,
         selectCountry: '选择国家',
         error: {
             connectToWorkspace: (workspaceRoute: string) =>
-                `此银行账户必须关联到工作区。请前往<a href="${workspaceRoute}">工作区</a>,选择您的工作区,然后导航至工作流 > 付款 > 添加银行账户。`,
+                `此银行账户必须关联到一个工作区。请前往<a href="${workspaceRoute}">工作区</a>,选择您的工作区,然后依次进入“工作流”>“付款”>“添加银行账户”。`,
         },
     },
     bankInfoStep: {

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

View workflow run

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The ESLint check was cancelled (not a lint error) — GitHub reports cancelled jobs as failures. ESLint passed successfully on all previous runs of this branch. This appears to be a transient CI infrastructure issue.

Fix: Re-run the failed ESLint workflow from the Actions tab. I don't have permission to trigger re-runs.

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The failing checks are unrelated to this PR's changes.

ESLint check: Was cancelled, not actually failed — likely a transient CI issue. Re-running should resolve it.

perf-tests: Failed due to a render count deviation in ReportActionsList (+2 renders over the allowed deviation of 0). This PR only changes language/translation files and SignerInfo/index.tsx — it does not touch ReportActionsList or any rendering logic that could affect render counts. This is a pre-existing/flaky perf regression unrelated to this PR.

Recommendation: Re-run the failing checks. No code changes needed.

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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
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • 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
  • I verified proper code patterns were followed (see Reviewing the code)
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    • 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
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    • 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)
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  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
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    • A similar component doesn't exist in the codebase
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  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
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  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
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    • I verified that all the inputs inside a form are aligned with each other.
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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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  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp Screenshot_1779355907 Screenshot_1779355965
Android: mWeb Chrome Screenshot_1779355538 Screenshot_1779355593
iOS: HybridApp Simulator Screenshot - iPhone 16 Pro - 2026-05-21 at 14 31 54 Simulator Screenshot - iPhone 16 Pro - 2026-05-21 at 14 51 29
iOS: mWeb Safari Simulator Screenshot - iPhone 16 Pro - 2026-05-21 at 14 29 34 Simulator Screenshot - iPhone 16 Pro - 2026-05-21 at 14 30 33
MacOS: Chrome / Safari Screenshot 2026-05-21 at 2 26 19 PM Screenshot 2026-05-21 at 2 27 49 PM

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@jayeshmangwani jayeshmangwani left a comment

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LGTM 🚀

@melvin-bot melvin-bot Bot changed the title Improve bank account workspace connection error messages [Payment due @jayeshmangwani] Improve bank account workspace connection error messages May 21, 2026
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melvin-bot Bot commented May 21, 2026

🎯 @jayeshmangwani, thanks for reviewing and testing this PR! 🎉

A payment issue will be created for your review once this PR is deployed to production.
E/E issue linked to the PR - https://www.github.com/Expensify/Expensify/issues/629845.

If payment is not needed (e.g., regression PR review fix etc), react with 👎 to this comment to prevent the payment issue from being created.

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All three failing checks are unrelated to this PR's changes (language files + SignerInfo/index.tsx):

Check Cause Related to PR?
ESLint check Job was cancelled, not a lint failure No
perf-tests ReportActionsList render count regression (off by 2) — this PR doesn't touch ReportActionsList No
review CI infra failure (bun: command not found, TypeError: fetch failed) No

No code fix needed — these should resolve on re-run.

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@greg-schroeder , I'm not sure what went wrong, but I approved the PR and no internal engineer was assigned to review and merge it.

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4 participants