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Add Exact Online waitlist - #103997

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Oct 20, 2026
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carlosmiceli merged 11 commits into
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codex/691056-exact-online-waitlist

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@inimaga

@inimaga inimaga commented Oct 14, 2026 •

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Held on:

Explanation of Change

Exact Online is not available yet, so workspace admins need a way to register interest before launch. This adds Exact Online with Coming soon and Join waitlist to Accounting and Connections. Signup shows the confirmation from the design and the same joined state across the account's workspaces.

Signup uses the existing account save action, works offline, keeps its timestamp on retries, and rolls back on failure. Beta users also see the waitlist until R1 adds the connection flow.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/691056

PROPOSAL: N/A (internal implementation issue)

Tests

Manual Test steps

  1. Sign in as a workspace admin, enable Accounting, and open the Accounting page.
  2. Verify Exact Online shows its icon, Coming soon, and Join waitlist.
  3. Press Join waitlist. Verify the confirmation says “You’re on the waitlist” and “Concierge will send you a message to let you know when this integration is ready and how to connect.” Dismiss it with Got it.
  4. Verify the row now says “You’re on the waitlist” without another signup button.
  5. Reload the app, open Accounting in a second workspace, and verify the same joined state.
  • Verify that no errors appear in the JS console

Offline tests

Automated tests verify that signup remains available offline, the queued save and optimistic update use one timestamp, and failure restores the absent value. Existing live connectors remain disabled offline.

QA Steps

Same as manual test steps above

  • 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
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I verified any copy / text that was added to the app 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)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • If new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • 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

Exact.Online.Web.mp4

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inimaga requested review from a team as code owners October 14, 2026 14:08
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@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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Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

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📝 Code Review ✅ Completed 2026-10-15T15:38:42.404122Z c1cfff3 Draft marked ready
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@inimaga inimaga added the Design label Oct 14, 2026
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melvin-bot Bot requested a review from shawnborton October 14, 2026 14:09
Comment thread src/pages/workspace/accounting/PolicyAccountingPage.tsx Outdated
Comment thread src/pages/workspace/connections/ConnectionCard.tsx Outdated
@inimaga
inimaga marked this pull request as draft October 14, 2026 14:17
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Codecov Report

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

Files with missing lines Coverage Δ
src/CONST/index.ts 95.90% <ø> (ø)
src/ONYXKEYS.ts 100.00% <ø> (ø)
...rc/components/Icon/chunks/expensify-icons.chunk.ts 0.00% <ø> (ø)
src/libs/ExportOnyxState/masking.ts 80.95% <ø> (ø)
...es/workspace/accounting/ExactOnlineWaitlistRow.tsx 100.00% <100.00%> (ø)
...ages/workspace/accounting/PolicyAccountingPage.tsx 87.93% <100.00%> (+0.21%) ⬆️
...rc/pages/workspace/connections/ConnectionsGrid.tsx 90.90% <100.00%> (+81.81%) ⬆️
.../workspace/connections/ExactOnlineWaitlistCard.tsx 100.00% <100.00%> (ø)
...workspace/connections/WorkspaceConnectionsPage.tsx 93.22% <ø> (ø)
...ace/connections/useAccountingConnectionListings.ts 85.96% <100.00%> (+0.25%) ⬆️
... and 2 more
... and 32 files with indirect coverage changes

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inimaga commented Oct 14, 2026

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@claude review

Comment thread src/pages/workspace/connections/types.ts Outdated
@inimaga
inimaga requested review from rayane-d and removed request for jayeshmangwani October 14, 2026 15:05
@dubielzyk-expensify

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This looks weird because there's space on the left on the badge:

CleanShot 2026-10-15 at 10 08 20 AM@2x

It should be more like the badge above on Xero:

CleanShot 2026-10-15 at 10 08 49 AM@2x

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LGTM

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🚧 inimaga has triggered a test Expensify/App build. You can view the workflow run here.

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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 16afc54a..5efbafed 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -7455,7 +7455,7 @@ Der Control-Tarif beginnt bei 9 $ pro aktivem Mitglied und Monat.`,
             goToODToSettings: 'Wechsle zu Expensify Classic, um deine Einstellungen zu verwalten.',
             exactOnline: {
                 comingSoon: 'Demnächst verfügbar',
-                joinWaitlist: 'Warteliste beitreten',
+                joinWaitlist: 'Auf Warteliste setzen',
                 onWaitlist: 'Sie stehen auf der Warteliste',
                 waitlistDescription: 'Concierge sendet Ihnen eine Nachricht, sobald diese Integration bereit ist, und erklärt Ihnen, wie Sie die Verbindung herstellen.',
             },
diff --git a/src/languages/el.ts b/src/languages/el.ts
index dd38db87..ce61c410 100644
--- a/src/languages/el.ts
+++ b/src/languages/el.ts
@@ -7588,9 +7588,9 @@ _Για πιο αναλυτικές οδηγίες, [επισκεφθείτε τ
             goToODToSettings: 'Μεταβείτε στο Expensify Classic για να διαχειριστείτε τις ρυθμίσεις σας.',
             exactOnline: {
                 comingSoon: 'Έρχεται σύντομα',
-                joinWaitlist: 'Εγγραφείτε στη λίστα αναμονής',
-                onWaitlist: 'Είστε σε λίστα αναμονής',
-                waitlistDescription: 'Ο Concierge θα σας στείλει ένα μήνυμα για να σας ενημερώσει πότε θα είναι έτοιμη αυτή η ενσωμάτωση και πώς να τη συνδέσετε.',
+                joinWaitlist: 'Μπείτε στη λίστα αναμονής',
+                onWaitlist: 'Βρίσκεστε στη λίστα αναμονής',
+                waitlistDescription: 'Το Concierge θα σας στείλει ένα μήνυμα για να σας ενημερώσει πότε θα είναι έτοιμη αυτή η ενσωμάτωση και πώς να τη συνδέσετε.',
             },
             setup: 'Σύνδεση',
             connectToSandbox: 'Σύνδεση στο sandbox',
diff --git a/src/languages/it.ts b/src/languages/it.ts
index c5301458..8e3dcffb 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -7411,10 +7411,10 @@ Il piano Control parte da 9 $ al mese per ogni membro attivo.`,
                 `Si è verificato un errore con una connessione configurata in Expensify Classic. [Vai a Expensify Classic per risolvere questo problema.](${oldDotPolicyConnectionsURL})`,
             goToODToSettings: 'Vai a Expensify Classic per gestire le tue impostazioni.',
             exactOnline: {
-                comingSoon: 'Presto in arrivo',
+                comingSoon: 'Disponibile a breve',
                 joinWaitlist: 'Unisciti alla lista d’attesa',
                 onWaitlist: 'Sei in lista d’attesa',
-                waitlistDescription: 'Concierge ti invierà un messaggio per farti sapere quando questa integrazione sarà pronta e come collegarla.',
+                waitlistDescription: 'Concierge ti invierà un messaggio per farti sapere quando questa integrazione è pronta e come connetterla.',
             },
             setup: 'Connetti',
             connectToSandbox: 'Connetti alla sandbox',
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index 0900aeb0..d0a7588c 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -7322,8 +7322,8 @@ Control プランは、アクティブメンバー1人あたり月額 $9 から
             exactOnline: {
                 comingSoon: '近日公開予定',
                 joinWaitlist: 'ウェイトリストに参加',
-                onWaitlist: '順番待ちリストに登録されています',
-                waitlistDescription: 'この連携の準備が整い、接続方法が決まりましたら、Concierge からメッセージでお知らせします。',
+                onWaitlist: '現在、ウェイトリストに登録されています',
+                waitlistDescription: 'この連携の準備ができて接続方法が決まりましたら、Concierge からメッセージでお知らせします。',
             },
             setup: '接続',
             connectToSandbox: 'Sandbox に接続',
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index 4c3130be..5f683a8b 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -7395,9 +7395,9 @@ Het Control-abonnement begint bij $9 per actieve deelnemer per maand.`,
             goToODToSettings: 'Ga naar Expensify Classic om je instellingen te beheren.',
             exactOnline: {
                 comingSoon: 'Binnenkort beschikbaar',
-                joinWaitlist: 'Aanmelden voor wachtlijst',
+                joinWaitlist: 'Op wachtlijst zetten',
                 onWaitlist: 'Je staat op de wachtlijst',
-                waitlistDescription: 'Concierge stuurt je een bericht om je te laten weten wanneer deze integratie klaar is en hoe je verbinding kunt maken.',
+                waitlistDescription: 'Concierge stuurt je een bericht om je te laten weten wanneer deze integratie klaar is en hoe je verbinding maakt.',
             },
             setup: 'Verbinden',
             connectToSandbox: 'Verbinden met sandbox',
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index e8b9b5c7..bb886f83 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -7420,10 +7420,10 @@ Plan Control zaczyna się od 9 USD za aktywnego członka miesięcznie.`,
                 `Wystąpił błąd z połączeniem skonfigurowanym w Expensify Classic. [Przejdź do Expensify Classic, aby rozwiązać ten problem.](${oldDotPolicyConnectionsURL})`,
             goToODToSettings: 'Przejdź do Expensify Classic, aby zarządzać swoimi ustawieniami.',
             exactOnline: {
-                comingSoon: 'Wkrótce dostępne',
+                comingSoon: 'Już wkrótce',
                 joinWaitlist: 'Dołącz do listy oczekujących',
                 onWaitlist: 'Jesteś na liście oczekujących',
-                waitlistDescription: 'Concierge wyśle ci wiadomość, żeby dać znać, kiedy ta integracja będzie gotowa i jak ją połączyć.',
+                waitlistDescription: 'Concierge wyśle ci wiadomość, gdy ta integracja będzie gotowa, oraz poinformuje cię, jak się połączyć.',
             },
             setup: 'Połącz',
             connectToSandbox: 'Połącz z sandboxem',
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index dd2bab08..fd465a84 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -7141,8 +7141,8 @@ _如需更详细的说明,请[访问我们的帮助网站](${CONST.NETSUITE_IM
             exactOnline: {
                 comingSoon: '即将推出',
                 joinWaitlist: '加入候补名单',
-                onWaitlist: '您在候补名单中',
-                waitlistDescription: '当此集成准备就绪并可连接时,Concierge 会向你发送消息通知你并说明如何连接。',
+                onWaitlist: '您已在候补名单中',
+                waitlistDescription: '当此集成准备就绪并可连接时,Concierge 会发送消息通知你并告知连接方式。',
             },
             setup: '连接',
             connectToSandbox: '连接到沙盒',

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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@inimaga
inimaga requested review from truph01 and removed request for rayane-d October 20, 2026 11:25
Comment thread src/libs/actions/User.ts Outdated
Comment thread src/libs/actions/User.ts Outdated
Comment thread src/pages/workspace/accounting/ExactOnlineWaitlistButton.tsx Outdated
function ExactOnlineWaitlistRow({policy, style, titleWrapperStyle, isBadgeCondensed}: ExactOnlineWaitlistRowProps) {
const styles = useThemeStyles();
const {translate} = useLocalize();
const icons = useMemoizedLazyExpensifyIcons(['ExactOnlineSquare']);

@rayane-d rayane-d Oct 20, 2026 •

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Tested on a real Android device and the icon shows as blank space, even though it renders fine on web. I'm trying to test it on a simulator but having build issues. Can you confirm it shows up for you on an Android build?

Image
4790.mp4

It is showing correctly on Web though:

Screen.Recording.2026-10-20.at.2.26.02.PM.mov

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It worked for me in a local android build:

Screen.Recording.android.mov

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inimaga removed the request for review from truph01 October 20, 2026 14:14
Comment thread src/CONST/index.ts
CAMPFIRE: 'campfire',
ZOHO_BOOKS: 'zohoBooks',
BUSINESS_CENTRAL: 'businessCentral',
EXACT_ONLINE: 'exactOnline',

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NAB: Do we want to show Exact Online in the onboarding flow (ONBOARDING_ACCOUNTING_MAPPING)?

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Not necessary. Its defacto covered by other + we have other fully integrated accounting software not in that list.

Comment thread src/pages/workspace/accounting/ExactOnlineWaitlistRow.tsx Outdated
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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 any copy / text that was added to the app 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)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • 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)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately
    • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
    • The only data being stored in the state is data necessary for rendering and nothing else
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • 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.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • If the PR adds or modifies the UI:
    • I asked an AI agent to review the changes for accessibility issues and addressed its findings.
    • I tested with a screen reader (VoiceOver on macOS) and verified all new/changed elements are reachable with a logical focus order.
    • I verified all new/changed elements have meaningful accessible names and roles.
    • I verified state changes are announced (e.g. checked/unchecked, expanded/collapsed, selected).
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this 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.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Screen.Recording.android.mov
Android: mWeb Chrome
4796.mp4
iOS: HybridApp
Screen.Recording.ios.mp4
iOS: mWeb Safari
Screen.Recording.iPhone.18.Pro.mp4
MacOS: Chrome / Safari
Screen.Recording.2026-10-20.at.2.26.02.PM.mov

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LGTM! I think the issues I found are NAB.

Comment thread src/pages/workspace/accounting/ExactOnlineWaitlistButton.tsx Outdated
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inimaga requested a review from rayane-d October 20, 2026 16:49

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LGTM and tests well 🚀
Thanks!

Screen.Recording.2026-10-20.at.5.57.32.PM.mov

@inimaga
inimaga requested a review from a team October 20, 2026 18:59
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melvin-bot Bot requested review from carlosmiceli and removed request for a team October 20, 2026 18:59
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@carlosmiceli 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]

@carlosmiceli
carlosmiceli merged commit 69aaf74 into main Oct 20, 2026
47 of 49 checks passed
@carlosmiceli
carlosmiceli deleted the codex/691056-exact-online-waitlist branch October 20, 2026 20:01
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🚧 carlosmiceli has triggered a test Expensify/App build. You can view the workflow run here.

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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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6 participants