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List workspace vendors from connections in the Search Vendor filter - #103151

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c3024 wants to merge 8 commits into
Expensify:mainfrom
c3024:chaitanya/103145-vendor-picker-policy-connections
Closed

c3024 wants to merge 8 commits into
Expensify:mainfrom
c3024:chaitanya/103145-vendor-picker-policy-connections

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@c3024

@c3024 c3024 commented Oct 6, 2026 •

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Explanation of Change

The Vendor filter row shows when a workspace's connections turn the vendor feature on, but its picker only listed the policyVendors_ lists from OpenSearchVendorFiltersPage, which covers workspaces the user administers. A member whose workspace connections were loaded without a vendor list, for example from the workspace page, saw the row with only "No vendor".

The picker now lists the vendors from each eligible workspace's own connections (getMatchingVendors, the same source as the expense Vendor field), so the row and its list always come from the same data. With that, the OpenSearchVendorFiltersPage load is no longer needed, so the hook, action, read command and its two Onyx keys are removed. The backend command can be retired once this ships.

Fixed Issues

$ #103145
PROPOSAL:

Tests

  1. As an admin, connect a workspace to QuickBooks Online with "Export company card expenses as" set to Credit card, and invite a member.
  2. Sign in as the member. In Workspaces, create a second workspace and set it as the default workspace from its menu.
  3. Go to Account > Troubleshoot > Clear cache and restart.
  4. Go to Workspaces and open the QBO workspace.
  5. Go to Spend > Filters > Vendor. Verify the QBO workspace's synced vendors are listed after "No vendor", with no loading spinner.
  6. In Filters, set Workspace to the member's other workspace, then open Vendor. Verify only "No vendor" is listed.
  7. Sign in as the admin and open Spend > Filters > Vendor. Verify the vendors are listed once each.
  8. Pick a vendor that is set on an expense and apply. Verify only that expense is returned. Then pick "No vendor" and verify only expenses without a vendor are returned.
Screen.Recording.2026-10-06.at.5.38.51.PM.mov
  • Verify that no errors appear in the JS console

Offline tests

  1. As the member, open the QBO workspace, then go offline.
  2. Open Spend > Filters > Vendor. Verify the synced vendors are still listed.

QA Steps

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
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
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    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
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  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • 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.

Screenshots/Videos

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

@c3024 c3024 changed the title Show members their workspace vendors in the Search Vendor filter List workspace vendors from connections in the Search Vendor filter Oct 6, 2026
@c3024
c3024 marked this pull request as ready for review October 6, 2026 12:10
@c3024
c3024 requested review from a team as code owners October 6, 2026 12:10
@melvin-bot
melvin-bot Bot requested review from eVoloshchak and flaviadefaria and removed request for a team October 6, 2026 12:10
@melvin-bot

melvin-bot Bot commented Oct 6, 2026

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@eVoloshchak 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]

@Beamanator

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@c3024 so you're removing all calls to OpenSearchVendorFiltersPage, eh? My codex is thinking with this change the user / member won't necessarily have the vendor list loaded into onyx unless they visit the workspace settings page first, so they could still see outdated vendor lists if they don't do that first - do you agree?

@eVoloshchak

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@codex, review

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chatgpt-codex-connector Bot commented Oct 13, 2026 •

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Codex Review Summary

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📝 Code Review ⚠️ Failed 2026-10-14T19:20:24.342177Z 7133233 Manual request
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@eVoloshchak

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Codex Review: Something went wrong. Try again later by commenting “@codex review”.

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@c3024

c3024 commented Oct 20, 2026

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@c3024 so you're removing all calls to OpenSearchVendorFiltersPage, eh? My codex is thinking with this change the user / member won't necessarily have the vendor list loaded into onyx unless they visit the workspace settings page first, so they could still see outdated vendor lists if they don't do that first - do you agree?

@Beamanator

Not outdated. Once a workspace's connections are loaded, each sync pushes the connections update to members live, so the list stays current. I checked this on staging. Not loaded, yes. A workspace the member hasn't opened isn't in the picker. But OpenSearchVendorFiltersPage didn't help there either, because the old picker also needed loaded connections and the command only returned workspaces the user administers.

This change now continues in #104351, so I'm closing this PR.

@c3024 c3024 closed this Oct 20, 2026
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3 participants