[$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" #32356

lanitochka17 · 2023-12-01T14:43:59Z

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Version Number: 1.4.7-0
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from TestRail:
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: Applause - Internal Team
Slack conversation:

Action Performed:

Go to https://staging.new.expensify.com/
Tap profile icon
Tap Workspaces
Tap on a Workspace
Tap Bank account
Tap connect online with plaid
Tap continue and Select Regions Bank
Enter credentials and submit
Tap continue
Tap allow

Expected Result:

"Connect online with plaid" page must not be shown and "connect Bank account" page must be displayed

Actual Result:

Instead of showing "connect Bank account" page, "Connect online with plaid" page is shown for a second and then only "connect Bank account" page is displayed

Workaround:

Unknown

Platforms:

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

Screenshots/Videos

Add any screenshot/video evidence

Bug6296635_1701380765722.connect.mp4

View all open jobs on GitHub

Upwork Automation - Do Not Edit

Upwork Job URL: https://www.upwork.com/jobs/~012a029613cdb55a03
Upwork Job ID: 1730598635612438528
Last Price Increase: 2024-03-08

melvin-bot · 2023-12-01T14:44:04Z

Triggered auto assignment to @MitchExpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details.

melvin-bot · 2023-12-01T14:44:04Z

Job added to Upwork: https://www.upwork.com/jobs/~012a029613cdb55a03

melvin-bot · 2023-12-01T14:44:06Z

Bug0 Triage Checklist (Main S/O)

This "bug" occurs on a supported platform (ensure Platforms in OP are ✅)
This bug is not a duplicate report (check E/App issues and #expensify-bugs)
- If it is, comment with a link to the original report, close the issue and add any novel details to the original issue instead
This bug is reproducible using the reproduction steps in the OP. S/O
- If the reproduction steps are clear and you're unable to reproduce the bug, check with the reporter and QA first, then close the issue.
- If the reproduction steps aren't clear and you determine the correct steps, please update the OP.
This issue is filled out as thoroughly and clearly as possible
- Pay special attention to the title, results, platforms where the bug occurs, and if the bug happens on staging/production.
I have reviewed and subscribed to the linked Slack conversation to ensure Slack/Github stay in sync

melvin-bot · 2023-12-01T14:44:09Z

Triggered auto assignment to Contributor-plus team member for initial proposal review - @eVoloshchak (External)

bernhardoj · 2023-12-01T15:16:34Z

Proposal

Please re-state the problem that we are trying to solve in this issue.

After user complete the plaid setup, the connect option page is shown briefly before the bank account selection page is shown.

What is the root cause of that problem?

When we select Connect online with Plaid, the subStep data is set to plaid. The connect option page will be shown if the subStep is empty.

App/src/pages/ReimbursementAccount/BankAccountStep.js

Lines 81 to 189 in 48b5a29

    
           if (subStep === CONST.BANK_ACCOUNT.SETUP_TYPE.MANUAL) { 
        
               return ( 
        
                   <BankAccountManualStep 
        
                       reimbursementAccount={props.reimbursementAccount} 
        
                       reimbursementAccountDraft={props.reimbursementAccountDraft} 
        
                       onBackButtonPress={props.onBackButtonPress} 
        
                       getDefaultStateForField={props.getDefaultStateForField} 
        
                   /> 
        
               ); 
        
           } 
        
           if (subStep === CONST.BANK_ACCOUNT.SETUP_TYPE.PLAID) { 
        
               return ( 
        
                   <BankAccountPlaidStep 
        
                       reimbursementAccount={props.reimbursementAccount} 
        
                       reimbursementAccountDraft={props.reimbursementAccountDraft} 
        
                       onBackButtonPress={props.onBackButtonPress} 
        
                       getDefaultStateForField={props.getDefaultStateForField} 
        
                   /> 
        
               ); 
        
           } 
        
           return ( 
        
               <ScreenWrapper 
        
                   includeSafeAreaPaddingBottom={false} 
        
                   testID={BankAccountStep.displayName} 
        
               > 
        
                   <View style={[styles.flex1, styles.justifyContentBetween]}> 
        
                       <HeaderWithBackButton 
        
                           title={props.translate('workspace.common.connectBankAccount')} 
        
                           subtitle={props.policyName} 
        
                           stepCounter={subStep ? {step: 1, total: 5} : undefined} 
        
                           onBackButtonPress={props.onBackButtonPress} 
        
                           shouldShowGetAssistanceButton 
        
                           guidesCallTaskID={CONST.GUIDES_CALL_TASK_IDS.WORKSPACE_BANK_ACCOUNT} 
        
                       /> 
        
                       <ScrollView style={[styles.flex1]}> 
        
                           <Section 
        
                               icon={Illustrations.MoneyWings} 
        
                               title={props.translate('workspace.bankAccount.streamlinePayments')} 
        
                           > 
        
                               <View style={[styles.mv3]}> 
        
                                   <Text>{props.translate('bankAccount.toGetStarted')}</Text> 
        
                               </View> 
        
                               {Boolean(plaidDesktopMessage) && ( 
        
                                   <View style={[styles.mv3, styles.flexRow, styles.justifyContentBetween]}> 
        
                                       <TextLink href={bankAccountRoute}>{props.translate(plaidDesktopMessage)}</TextLink> 
        
                                   </View> 
        
                               )} 
        
                               <Button 
        
                                   icon={Expensicons.Bank} 
        
                                   text={props.translate('bankAccount.connectOnlineWithPlaid')} 
        
                                   onPress={() => { 
        
                                       if (props.isPlaidDisabled || !props.user.validated) { 
        
                                           return; 
        
                                       } 
        
                                       BankAccounts.openPlaidView(); 
        
                                   }} 
        
                                   isDisabled={props.isPlaidDisabled || !props.user.validated} 
        
                                   style={[styles.mt4]} 
        
                                   iconStyles={[styles.buttonCTAIcon]} 
        
                                   shouldShowRightIcon 
        
                                   success 
        
                                   large 
        
                               /> 
        
                               {Boolean(props.error) && <Text style={[styles.formError, styles.mh5]}>{props.error}</Text>} 
        
                               <View style={[styles.mv3]}> 
        
                                   <MenuItem 
        
                                       icon={Expensicons.Connect} 
        
                                       title={props.translate('bankAccount.connectManually')} 
        
                                       disabled={!props.user.validated} 
        
                                       onPress={() => BankAccounts.setBankAccountSubStep(CONST.BANK_ACCOUNT.SETUP_TYPE.MANUAL)} 
        
                                       shouldShowRightIcon 
        
                                       wrapperStyle={[styles.cardMenuItem]} 
        
                                   /> 
        
                               </View> 
        
                           </Section> 
        
                           {!props.user.validated && ( 
        
                               <View style={[styles.flexRow, styles.alignItemsCenter, styles.m4]}> 
        
                                   <Icon 
        
                                       src={Expensicons.Exclamation} 
        
                                       fill={theme.danger} 
        
                                   /> 
        
                                   <Text style={[styles.mutedTextLabel, styles.ml4, styles.flex1]}>{props.translate('bankAccount.validateAccountError')}</Text> 
        
                               </View> 
        
                           )} 
        
                           <View style={[styles.mv0, styles.mh5, styles.flexRow, styles.justifyContentBetween]}> 
        
                               <TextLink href="https://use.expensify.com/privacy">{props.translate('common.privacy')}</TextLink> 
        
                               <PressableWithoutFeedback 
        
                                   onPress={() => Link.openExternalLink('https://community.expensify.com/discussion/5677/deep-dive-how-expensify-protects-your-information/')} 
        
                                   style={[styles.flexRow, styles.alignItemsCenter]} 
        
                                   accessibilityLabel={props.translate('bankAccount.yourDataIsSecure')} 
        
                               > 
        
                                   <TextLink href="https://community.expensify.com/discussion/5677/deep-dive-how-expensify-protects-your-information/"> 
        
                                       {props.translate('bankAccount.yourDataIsSecure')} 
        
                                   </TextLink> 
        
                                   <View style={[styles.ml1]}> 
        
                                       <Icon 
        
                                           src={Expensicons.Lock} 
        
                                           fill={theme.link} 
        
                                       /> 
        
                                   </View> 
        
                               </PressableWithoutFeedback> 
        
                           </View> 
        
                       </ScrollView> 
        
                   </View> 
        
               </ScreenWrapper> 
        
           );

After we complete the plaid setup, the plaid is closed and onExit callback of the plaid is called. Currently, every time onExit is called, we clear the subStep which will show the connect option page briefly (before the API response returns the correct subStep).

App/src/pages/ReimbursementAccount/BankAccountPlaidStep.js

Line 118 in 48b5a29

onExitPlaid={() => BankAccounts.setBankAccountSubStep(null)}

Based on the plaid doc, onExit will be called if the user closes the plaid without completing it.

App/src/components/AddPlaidBankAccount.js

Lines 222 to 224 in 48b5a29

    
           // User prematurely exited the Plaid flow 
        
           // eslint-disable-next-line react/jsx-props-no-multi-spaces 
        
           onExit={onExitPlaid}

So, there is something wrong with our code. After doing further investigation, we tried to open the plaid multiple times unintended in a useEffect, and somehow this resulted in a buggy behavior.

App/src/components/PlaidLink/index.tsx

Lines 33 to 48 in 54f3daa

    
           useEffect(() => { 
        
               if (error) { 
        
                   onError(error); 
        
                   return; 
        
               } 
        
               if (!ready) { 
        
                   return; 
        
               } 
        
               if (!isPlaidLoaded) { 
        
                   return; 
        
               } 
        
               open(); 
        
           }, [ready, error, isPlaidLoaded, open, onError]);

Why open is called multiple times? It's because of the onError props. When the plaid component re-renders, onError props instance is always recreated. It's because we pass an inline function.

App/src/components/AddPlaidBankAccount.js

Lines 204 to 206 in 54f3daa

    
           onError={(error) => { 
        
               Log.hmmm('[PlaidLink] Error: ', error.message); 
        
           }}

What changes do you think we should make in order to solve the problem?

Use useCallback to wrap the onError function to have a stable ref of the function.

const onError = useCallback((error) => {
    Log.hmmm('[PlaidLink] Error: ', error.message);
}, []);

onError={onError}

neonbhai · 2023-12-01T17:05:19Z

Proposal

Please re-state the problem that we are trying to solve in this issue.

After submitting bank account details, the "Connect Bank Account" options page is shown first, before select bank account page. This can be seen on web too.

What is the root cause of that problem?

This happens because the AddPlaidBankAccount here is rerendered and exited right after submission of valid bank credentials.

As can be seen in the last lines of the log:

The process should stop after the HANDOFF event.

But there is another OPEN event and subsequent onExit call.

The onExit should only be called when when the user exits prematurely. This function makes the app reset to the connect options page. But, an extra render and instant exit after submission causes underlying options page to be visible while the bank account is processing.

This extra render is caused by the non-memoized onSelect and onExitPlaid functions here and here. As can be seen by the why-did-you-render outputs:

What changes do you think we should make in order to solve the problem?

We should memoise both functions using useCallback.

    const onExitPlaid = useCallback(() => {
        BankAccounts.setBankAccountSubStep(null);
    }, []);

    const onSelect = useCallback((plaidAccountID) => {
        ReimbursementAccount.updateReimbursementAccountDraft({plaidAccountID});
    }, [])

Then use these functions in the component:

onSelect={onSelect}
onExitPlaid={onExitPlaid}

Result:

Before Changes:

Before.Changes.MacOS.Chrome.mov

After Changes:

Plaid.mov

melvin-bot · 2023-12-04T23:54:52Z

@eVoloshchak, @MitchExpensify Whoops! This issue is 2 days overdue. Let's get this updated quick!

MitchExpensify · 2023-12-06T01:06:06Z

Lets get this fixed!

melvin-bot · 2023-12-06T01:06:14Z

Triggered auto assignment to @grgia (Engineering), see https://stackoverflow.com/c/expensify/questions/4319 for more details.

melvin-bot · 2023-12-08T16:00:17Z

📣 It's been a week! Do we have any satisfactory proposals yet? Do we need to adjust the bounty for this issue? 💸

melvin-bot · 2023-12-11T11:23:08Z

@eVoloshchak, @MitchExpensify, @grgia Eep! 4 days overdue now. Issues have feelings too...

MitchExpensify · 2023-12-12T23:37:34Z

How do these proposals look to you @eVoloshchak ?

eVoloshchak · 2023-12-13T15:44:17Z

@neonbhai proposal:
doesn't resolve the issue for me, the behavior can still be observed on web, could you double-check please?

Screen.Recording.2023-12-13.at.16.12.06.mov

@bernhardoj's proposal does resolve the issue and the general approach is better, since we're fixing it in one place for the whole app.

However, I think we need to dig a bit deeper to figure out exactly why this happens. Is this a problem with our codebase or something that should be addressed in react-plaid-link?
Also, this might be partially related to plaid/react-plaid-link#325

bernhardoj · 2023-12-13T16:17:16Z

@eVoloshchak I did see some issues on the report about the iframe is not destroyed, but I think our issue here is different. The iframe is properly destroyed. The issue we have is the onExit callback is called even though we complete the setup which is caused by multiple plaid link open calls.

I can't find the plaid link core source code, so my guess is that because we have n open calls and we complete it once, the n-1 "opened" plaid is exited prematurely so onExit is called.

eVoloshchak · 2024-02-15T19:44:25Z

Still on hold for #30442

mountiny · 2024-02-16T14:58:11Z

of HOLD

melvin-bot · 2024-02-16T16:00:44Z

📣 It's been a week! Do we have any satisfactory proposals yet? Do we need to adjust the bounty for this issue? 💸

MitchExpensify · 2024-02-18T23:41:44Z

Flagged here: https://expensify.slack.com/archives/C01GTK53T8Q/p1708299689924259

melvin-bot · 2024-02-23T16:00:32Z

📣 It's been a week! Do we have any satisfactory proposals yet? Do we need to adjust the bounty for this issue? 💸

MitchExpensify · 2024-02-26T01:15:49Z

@dylanexpensify Is this wave 5 worthy?

melvin-bot · 2024-03-01T16:00:27Z

📣 It's been a week! Do we have any satisfactory proposals yet? Do we need to adjust the bounty for this issue? 💸

MitchExpensify · 2024-03-05T18:49:15Z

Checking in with @dylanexpensify to see if wave 5 worthy, not sure how this might fit into the quarterly release plan but that seems like a good first step

MitchExpensify · 2024-03-05T18:53:59Z

Seems like a LOW wave collect issue, what d'you reckon @trjExpensify ?

trjExpensify · 2024-03-06T03:14:31Z

It would go in the Polish section, yeah. Quick questions though:

When was this last tested? It was on hold for the VBBA refactor, came off hold, but I can't see if it has been retested and if it stills occurs?
I don't think it's mWeb specific judging by this proposal showing it happen on Web?

melvin-bot · 2024-03-07T04:44:17Z

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

melvin-bot · 2024-03-08T16:00:30Z

📣 It's been a week! Do we have any satisfactory proposals yet? Do we need to adjust the bounty for this issue? 💸

MitchExpensify · 2024-03-10T20:48:13Z

When was this last tested? It was on hold for the VBBA refactor, came off hold, but I can't see if it has been retested and if it stills occurs?

Can't reproduce on Android using Browserstack - @lanitochka17 can you please let me know if you are still seeing this on Android?

mWeb on Browsterstack is also not playing nice for me. Can't log in:

I don't think it's mWeb specific judging by this proposal showing it happen on Web?

Web is proving weird for me too - I'm getting booted from the VBA flow altogether on Safari v1.4.49-4

VBA.bugging.out.mov

Same on Chrome v1.4.49-4

VBA.bugging.out.Chrome.mov

@lanitochka17 Can you let me know what you are seeing when trying to take the reproduction steps on web too please?

bernhardoj · 2024-03-11T05:23:37Z

Here is how it looks for me, the issue still persists. The plaid page is flashing and the connect step is shown for a few seconds.

Screen.Recording.2024-03-11.at.13.17.50.mov

Web is proving weird for me too - I'm getting booted from the VBA flow altogether

Maybe try re-login to have fresh data.

abzokhattab · 2024-03-13T13:57:24Z

Posting my proposal from #38069 (comment) here as well:

Proposal

Please re-state the problem that we are trying to solve in this issue.

Not able to add Regions BA, modal redirects to initial Bank account page

What is the root cause of that problem?

The PlaidLink opens the connection multiple times because of the following useEffect, since the onError is a function that doesn't have dependencies causing it to rerender:

App/src/components/PlaidLink/index.tsx

Lines 39 to 54 in 8aec07c

    
           useEffect(() => { 
        
               if (error) { 
        
                   onError(error); 
        
                   return; 
        
               } 
        
               if (!ready) { 
        
                   return; 
        
               } 
        
               if (!isPlaidLoaded) { 
        
                   return; 
        
               } 
        
               open(); 
        
           }, [ready, error, isPlaidLoaded, open, onError]);

What changes do you think we should make in order to solve the problem?

there is no need to add the onError to the dependency list of the useEffect since we already have the error object inside the dependencies list so it should call the useEffect in case the error changes:

    // eslint-disable-next-line react-hooks/exhaustive-deps
    }, [ready, error, isPlaidLoaded, open]);

this way the Plaid component behaviour will be consistent and the useEffect will not depend on whether the incoming onError prop has a dependencies list or not

also, we can remove the open function from the dependencies as well since we don't know what the dependencies of this function but this step is optional in solving our issue

POC

Screen.Recording.2024-03-13.at.12.56.53.PM.mov

MitchExpensify · 2024-03-14T19:27:34Z

Oh wait.. is this issue a dupe of #38069 (comment) @abzokhattab / @eVoloshchak ?

shubham1206agra · 2024-03-16T07:16:41Z

@MitchExpensify This is fixed via #38330. You can close this issue.

lanitochka17 added External Added to denote the issue can be worked on by a contributor Daily KSv2 Bug Something is broken. Auto assigns a BugZero manager. labels Dec 1, 2023

melvin-bot bot changed the title ~~Bank account - "Connect online with plaid" page is shown first instead of "connect Bank account"~~ [$500] Bank account - "Connect online with plaid" page is shown first instead of "connect Bank account" Dec 1, 2023

melvin-bot bot assigned MitchExpensify Dec 1, 2023

melvin-bot bot added the Help Wanted Apply this label when an issue is open to proposals by contributors label Dec 1, 2023

melvin-bot bot assigned eVoloshchak Dec 1, 2023

melvin-bot bot added the Overdue label Dec 4, 2023

melvin-bot bot removed the Overdue label Dec 6, 2023

MitchExpensify added Engineering Overdue labels Dec 6, 2023

melvin-bot bot assigned grgia Dec 6, 2023

melvin-bot bot added Overdue and removed Overdue labels Dec 6, 2023

kbecciv changed the title ~~[$500] Bank account - "Connect online with plaid" page is shown first instead of "connect Bank account"~~ [$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" Dec 8, 2023

melvin-bot bot removed the Overdue label Dec 12, 2023

melvin-bot bot removed the Overdue label Feb 6, 2024

melvin-bot bot added the Overdue label Feb 15, 2024

melvin-bot bot removed the Overdue label Feb 15, 2024

mountiny changed the title ~~[HOLD VBBA refactor] [$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account"~~ [$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" Feb 16, 2024

melvin-bot bot added the Overdue label Mar 5, 2024

melvin-bot bot removed the Overdue label Mar 5, 2024

MitchExpensify mentioned this issue Mar 7, 2024

Amount validation is requested on Connect with Plaid after trying to add BA manually #37865

Closed

6 tasks

bernhardoj mentioned this issue Mar 13, 2024

[HOLD for payment 2024-03-26] [$500] BA - Not able to add Regions BA, modal redirects to initial Bank account page #38069

Closed

6 tasks

bernhardoj mentioned this issue Mar 14, 2024

Fix connect option page is shown instead of bank selection page #38330

Merged

50 tasks

melvin-bot bot added Reviewing Has a PR in review Weekly KSv2 and removed Weekly KSv2 labels Mar 14, 2024

MitchExpensify closed this as completed Mar 16, 2024

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[$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" #32356

[$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" #32356

lanitochka17 commented Dec 1, 2023 •

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[$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" #32356

[$500] mWeb - "Connect online with plaid" page is shown first instead of "connect Bank account" #32356

Comments

lanitochka17 commented Dec 1, 2023 • edited by melvin-bot bot Loading

Action Performed:

Expected Result:

Actual Result:

Workaround:

Platforms:

Screenshots/Videos

melvin-bot bot commented Dec 1, 2023

melvin-bot bot commented Dec 1, 2023

melvin-bot bot commented Dec 1, 2023 • edited by MitchExpensify Loading

Bug0 Triage Checklist (Main S/O)

melvin-bot bot commented Dec 1, 2023

bernhardoj commented Dec 1, 2023 • edited Loading

Proposal

Please re-state the problem that we are trying to solve in this issue.

What is the root cause of that problem?

What changes do you think we should make in order to solve the problem?

neonbhai commented Dec 1, 2023 • edited Loading

Proposal

Please re-state the problem that we are trying to solve in this issue.

What is the root cause of that problem?

What changes do you think we should make in order to solve the problem?

Result:

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MitchExpensify commented Mar 10, 2024 • edited Loading

bernhardoj commented Mar 11, 2024

abzokhattab commented Mar 13, 2024

Proposal

Please re-state the problem that we are trying to solve in this issue.

What is the root cause of that problem?

What changes do you think we should make in order to solve the problem?

POC

MitchExpensify commented Mar 14, 2024

shubham1206agra commented Mar 16, 2024

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