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Fall back restricted CSV member roles#96456

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ShridharGoel wants to merge 1 commit into
Expensify:mainfrom
ShridharGoel:fix/people-admin-csv-role-fallback
Open

Fall back restricted CSV member roles#96456
ShridharGoel wants to merge 1 commit into
Expensify:mainfrom
ShridharGoel:fix/people-admin-csv-role-fallback

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@ShridharGoel

@ShridharGoel ShridharGoel commented Jul 19, 2026

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Explanation of Change

People Admins can import members from a CSV even when some rows request roles they cannot assign. Affected new members are invited as members, while allowed roles are preserved. The success modal explains which fallback was applied.

Fixed Issues

$ #95098
PROPOSAL:

Tests

  1. Sign in as a People Admin of a Control workspace.
  2. Go to Workspace settings > People > Import members.
  3. Import a CSV containing new users with Member, Auditor, and Workspace Admin roles.
  4. Map the email and role columns, then complete the import.
  5. Verify the Member and Auditor roles are preserved.
  6. Verify the user requesting Workspace Admin is invited as a Member.
  7. Verify the success modal explains that affected users were invited as members because of missing permissions.
  8. Repeat as a Workspace Admin and verify assignable roles are imported without the permission warning.
  • Verify that no errors appear in the JS console

Offline tests

  1. Start the member import and go offline before confirming it.
  2. Verify the Import button is disabled.
  3. Reconnect, complete the import, and verify the expected roles and warning.

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
  • 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 followed proper code patterns (see Reviewing the code)
    • 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 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)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • 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 a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • 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.
  • 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

MacOS: Chrome / Safari Screenshot 2026-07-19 at 5 59 13 PM

@melvin-bot

melvin-bot Bot commented Jul 19, 2026

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Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

@ShridharGoel
ShridharGoel marked this pull request as ready for review July 19, 2026 12:29
@ShridharGoel
ShridharGoel requested review from a team as code owners July 19, 2026 12:29
@melvin-bot
melvin-bot Bot requested review from JmillsExpensify and truph01 July 19, 2026 12:29
@melvin-bot

melvin-bot Bot commented Jul 19, 2026

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@truph01 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 July 19, 2026 12:29
@ShridharGoel

ShridharGoel commented Jul 19, 2026

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@flodnv mentioned previously that he'll be directly reviewing without C+ review

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💡 Codex Review

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Comment thread src/languages/en.ts

return added > 1 ? `${added} members have been added.` : '1 member has been added.';
},
importMembersRolePermissionWarning: "You don't have permission to assign some member roles. Any affected new members were invited as members.",

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P1 Badge Regenerate locale files with the new key

This adds a new English translation key, but the generated non-English locale files do not define spreadsheet.importMembersRolePermissionWarning even though they are typed from TranslationDeepObject<typeof en> (for example in src/languages/es.ts). With this key present only in en.ts, the TypeScript translation shape check will fail for every generated locale, blocking typecheck until those files are regenerated/updated.

Useful? React with 👍 / 👎.

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