Add workspace upgrade flow

src/CONST.ts

@@ -791,6 +791,7 @@ const CONST = {
                     UPDATE_TIME_ENABLED: 'POLICYCHANGELOG_UPDATE_TIME_ENABLED',
                     UPDATE_TIME_RATE: 'POLICYCHANGELOG_UPDATE_TIME_RATE',
                     LEAVE_POLICY: 'POLICYCHANGELOG_LEAVE_POLICY',
+                    CORPORATE_UPGRADE: 'POLICYCHANGELOG_CORPORATE_UPGRADE',
                 },
                 ROOM_CHANGE_LOG: {
                     INVITE_TO_ROOM: 'INVITETOROOM',
@@ -1981,6 +1982,9 @@ const CONST = {
             PAID: 'paid',
             ADMIN: 'admin',
         },
+        DEFAULT_MAX_EXPENSE_AGE: 90,
+        DEFAULT_MAX_EXPENSE_AMOUNT: 200000,
+        DEFAULT_MAX_AMOUNT_NO_RECEIPT: 2500,
     },
 
     CUSTOM_UNITS: {
@@ -5069,7 +5073,16 @@ const CONST = {
     },
 
     EXCLUDE_FROM_LAST_VISITED_PATH: [SCREENS.NOT_FOUND, SCREENS.SAML_SIGN_IN, SCREENS.VALIDATE_LOGIN] as string[],
-
+    UPGRADE_FEATURE_INTRO_MAPPING: [
+        {
+            id: 'reportFields',
+            alias: 'report-fields',
+            name: 'Report Fields',
+            title: 'workspace.upgrade.reportFields.title',
+            description: 'workspace.upgrade.reportFields.description',
+            icon: 'Pencil',
+        },
+    ],
     REPORT_FIELD_TYPES: {
         TEXT: 'text',
         DATE: 'date',

src/ROUTES.ts

@@ -678,6 +678,10 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/categories/:categoryName',
         getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/categories/${encodeURIComponent(categoryName)}` as const,
     },
+    WORKSPACE_UPGRADE: {
+        route: 'settings/workspaces/:policyID/upgrade/:featureName',
+        getRoute: (policyID: string, featureName: string) => `settings/workspaces/${policyID}/upgrade/${encodeURIComponent(featureName)}` as const,
+    },
     WORKSPACE_CATEGORIES_SETTINGS: {
         route: 'settings/workspaces/:policyID/categories/settings',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/categories/settings` as const,

src/SCREENS.ts

@@ -355,6 +355,7 @@ const SCREENS = {
         DISTANCE_RATE_EDIT: 'Distance_Rate_Edit',
         DISTANCE_RATE_TAX_RECLAIMABLE_ON_EDIT: 'Distance_Rate_Tax_Reclaimable_On_Edit',
         DISTANCE_RATE_TAX_RATE_EDIT: 'Distance_Rate_Tax_Rate_Edit',
+        UPGRADE: 'Workspace_Upgrade',
     },
 
     EDIT_REQUEST: {

src/components/ConfirmationPage.tsx

@@ -17,7 +17,7 @@ type ConfirmationPageProps = {
     heading: string;
 
     /** Description of the confirmation page */
-    description: string;
+    description: React.ReactNode;
 
     /** The text for the button label */
     buttonText?: string;

src/languages/en.ts

@@ -353,6 +353,7 @@ export default {
         shared: 'Shared',
         drafts: 'Drafts',
         finished: 'Finished',
+        upgrade: 'Upgrade',
         companyID: 'Company ID',
         userID: 'User ID',
         disable: 'Disable',
@@ -2968,6 +2969,30 @@ export default {
             errorDescriptionPartTwo: 'reach out to Concierge',
             errorDescriptionPartThree: 'for help.',
         },
+        upgrade: {
+            reportFields: {
+                title: 'Report fields',
+                description: `Report fields let you specify header-level details, distinct from tags that pertain to expenses on individual line items. These details can encompass specific project names, business trip information, locations, and more.`,
+                pricing: {
+                    onlyAvailableOnPlan: 'Report fields are only available on the Control plan, starting at ',
+                    amount: '$9 ',
+                    perActiveMember: 'per active member per month.',
+                },
+            },
+            note: {
+                upgradeWorkspace: 'Upgrade your workspace to access this feature, or',
+                learnMore: 'learn more',
+                aboutOurPlans: 'about our plans and pricing.',
+            },
+            upgradeToUnlock: 'Unlock this feature',
+            completed: {
+                headline: `You've upgraded your workspace!`,
+                successMessage: (policyName: string) => `You've successfully upgraded your ${policyName} workspace to the Control plan!`,
+                viewSubscription: 'View your subscription',
+                moreDetails: 'for more details.',
+                gotIt: 'Got it, thanks',
+            },
+        },
         restrictedAction: {
             restricted: 'Restricted',
             actionsAreCurrentlyRestricted: ({workspaceName}) => `Actions on the ${workspaceName} workspace are currently restricted`,

src/languages/es.ts

@@ -344,6 +344,7 @@ export default {
         shared: 'Compartidos',
         drafts: 'Borradores',
         finished: 'Finalizados',
+        upgrade: 'Mejora',
         companyID: 'Empresa ID',
         userID: 'Usuario ID',
         disable: 'Deshabilitar',
@@ -3011,6 +3012,30 @@ export default {
             errorDescriptionPartTwo: 'contacta con el conserje',
             errorDescriptionPartThree: 'por ayuda.',
         },
+        upgrade: {
+            reportFields: {
+                title: 'Los campos',
+                description: `Los campos de informe permiten especificar detalles a nivel de cabecera, distintos de las etiquetas que pertenecen a los gastos en partidas individuales. Estos detalles pueden incluir nombres de proyectos específicos, información sobre viajes de negocios, ubicaciones, etc.`,
+                pricing: {
+                    onlyAvailableOnPlan: 'Los campos de informe sólo están disponibles en el plan Control, a partir de ',
+                    amount: '$9 ',
+                    perActiveMember: 'por miembro activo al mes.',
+                },
+            },
+            note: {
+                upgradeWorkspace: 'Mejore su espacio de trabajo para acceder a esta función, o',
+                learnMore: 'más información',
+                aboutOurPlans: 'sobre nuestros planes y precios.',
+            },
+            upgradeToUnlock: 'Desbloquear esta función',
+            completed: {
+                headline: 'Has mejorado tu espacio de trabajo.',
+                successMessage: (policyName: string) => `Ha mejorado correctamente su espacio de trabajo ${policyName} al plan Control.`,
+                viewSubscription: 'Ver su suscripción',
+                moreDetails: 'para obtener más información.',
+                gotIt: 'Entendido, gracias.',
+            },
+        },
         restrictedAction: {
             restricted: 'Restringido',
             actionsAreCurrentlyRestricted: ({workspaceName}) => `Las acciones en el espacio de trabajo ${workspaceName} están actualmente restringidas`,

src/libs/API/parameters/UpgradeToCorporateParams.ts

@@ -0,0 +1,6 @@
+type UpgradeToCorporateParams = {
+    policyID: string;
+    featureName: string;
+};
+
+export default UpgradeToCorporateParams;

src/libs/API/parameters/index.ts

@@ -233,6 +233,7 @@ export type {default as UpdateSubscriptionAutoRenewParams} from './UpdateSubscri
 export type {default as UpdateSubscriptionAddNewUsersAutomaticallyParams} from './UpdateSubscriptionAddNewUsersAutomaticallyParams';
 export type {default as GenerateSpotnanaTokenParams} from './GenerateSpotnanaTokenParams';
 export type {default as UpdateSubscriptionSizeParams} from './UpdateSubscriptionSizeParams';
+export type {default as UpgradeToCorporateParams} from './UpgradeToCorporateParams';
 export type {default as DeleteMoneyRequestOnSearchParams} from './DeleteMoneyRequestOnSearchParams';
 export type {default as HoldMoneyRequestOnSearchParams} from './HoldMoneyRequestOnSearchParams';
 export type {default as UnholdMoneyRequestOnSearchParams} from './UnholdMoneyRequestOnSearchParams';

src/libs/API/types.ts

@@ -229,6 +229,7 @@ const WRITE_COMMANDS = {
     UPDATE_SUBSCRIPTION_AUTO_RENEW: 'UpdateSubscriptionAutoRenew',
     UPDATE_SUBSCRIPTION_ADD_NEW_USERS_AUTOMATICALLY: 'UpdateSubscriptionAddNewUsersAutomatically',
     UPDATE_SUBSCRIPTION_SIZE: 'UpdateSubscriptionSize',
+    UPGRADE_TO_CORPORATE: 'UpgradeToCorporate',
     DELETE_MONEY_REQUEST_ON_SEARCH: 'DeleteMoneyRequestOnSearch',
     HOLD_MONEY_REQUEST_ON_SEARCH: 'HoldMoneyRequestOnSearch',
     UNHOLD_MONEY_REQUEST_ON_SEARCH: 'UnholdMoneyRequestOnSearch',
@@ -493,6 +494,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.REQUEST_REFUND]: null;
     [WRITE_COMMANDS.CONNECT_POLICY_TO_SAGE_INTACCT]: Parameters.ConnectPolicyToSageIntacctParams;
 
+    [WRITE_COMMANDS.UPGRADE_TO_CORPORATE]: Parameters.UpgradeToCorporateParams;
     // Netsuite parameters
     [WRITE_COMMANDS.UPDATE_NETSUITE_SUBSIDIARY]: Parameters.UpdateNetSuiteSubsidiaryParams;
 

src/libs/Navigation/AppNavigator/ModalStackNavigators/index.tsx

@@ -230,6 +230,7 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.CATEGORY_SETTINGS]: () => require<ReactComponentModule>('../../../../pages/workspace/categories/CategorySettingsPage').default,
     [SCREENS.WORKSPACE.ADDRESS]: () => require<ReactComponentModule>('../../../../pages/workspace/WorkspaceProfileAddressPage').default,
     [SCREENS.WORKSPACE.CATEGORIES_SETTINGS]: () => require<ReactComponentModule>('../../../../pages/workspace/categories/WorkspaceCategoriesSettingsPage').default,
+    [SCREENS.WORKSPACE.UPGRADE]: () => require<ReactComponentModule>('../../../../pages/workspace/upgrade/WorkspaceUpgradePage').default,
     [SCREENS.WORKSPACE.MEMBER_DETAILS]: () => require<ReactComponentModule>('../../../../pages/workspace/members/WorkspaceMemberDetailsPage').default,
     [SCREENS.WORKSPACE.OWNER_CHANGE_CHECK]: () => require<ReactComponentModule>('@pages/workspace/members/WorkspaceOwnerChangeWrapperPage').default,
     [SCREENS.WORKSPACE.OWNER_CHANGE_SUCCESS]: () => require<ReactComponentModule>('../../../../pages/workspace/members/WorkspaceOwnerChangeSuccessPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -2,7 +2,14 @@ import type {FullScreenName} from '@libs/Navigation/types';
 import SCREENS from '@src/SCREENS';
 
 const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
-    [SCREENS.WORKSPACE.PROFILE]: [SCREENS.WORKSPACE.NAME, SCREENS.WORKSPACE.ADDRESS, SCREENS.WORKSPACE.CURRENCY, SCREENS.WORKSPACE.DESCRIPTION, SCREENS.WORKSPACE.SHARE],
+    [SCREENS.WORKSPACE.PROFILE]: [
+        SCREENS.WORKSPACE.NAME,
+        SCREENS.WORKSPACE.ADDRESS,
+        SCREENS.WORKSPACE.CURRENCY,
+        SCREENS.WORKSPACE.DESCRIPTION,
+        SCREENS.WORKSPACE.SHARE,
+        SCREENS.WORKSPACE.UPGRADE,
+    ],
     [SCREENS.WORKSPACE.REIMBURSE]: [SCREENS.WORKSPACE.RATE_AND_UNIT, SCREENS.WORKSPACE.RATE_AND_UNIT_RATE, SCREENS.WORKSPACE.RATE_AND_UNIT_UNIT],
     [SCREENS.WORKSPACE.MEMBERS]: [
         SCREENS.WORKSPACE.INVITE,

src/libs/Navigation/linkingConfig/config.ts

@@ -436,6 +436,12 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                                 categoryName: (categoryName: string) => decodeURIComponent(categoryName),
                             },
                         },
+                        [SCREENS.WORKSPACE.UPGRADE]: {
+                            path: ROUTES.WORKSPACE_UPGRADE.route,
+                            parse: {
+                                featureName: (featureName: string) => decodeURIComponent(featureName),
+                            },
+                        },
                         [SCREENS.WORKSPACE.CATEGORIES_SETTINGS]: {
                             path: ROUTES.WORKSPACE_CATEGORIES_SETTINGS.route,
                         },

src/libs/Navigation/types.ts

@@ -205,6 +205,11 @@ type SettingsNavigatorParamList = {
         categoryName: string;
         backTo?: Routes;
     };
+    [SCREENS.WORKSPACE.UPGRADE]: {
+        policyID: string;
+        featureName: string;
+        backTo?: Routes;
+    };
     [SCREENS.WORKSPACE.CATEGORIES_SETTINGS]: {
         policyID: string;
         backTo?: Routes;

src/libs/actions/Policy/Policy.ts

@@ -35,6 +35,7 @@ import type {
     UpdateWorkspaceCustomUnitAndRateParams,
     UpdateWorkspaceDescriptionParams,
     UpdateWorkspaceGeneralSettingsParams,
+    UpgradeToCorporateParams,
 } from '@libs/API/parameters';
 import type UpdatePolicyAddressParams from '@libs/API/parameters/UpdatePolicyAddressParams';
 import {READ_COMMANDS, WRITE_COMMANDS} from '@libs/API/types';
@@ -3001,6 +3002,59 @@ function setForeignCurrencyDefault(policyID: string, taxCode: string) {
     API.write(WRITE_COMMANDS.SET_POLICY_TAXES_FOREIGN_CURRENCY_DEFAULT, parameters, onyxData);
 }
 
+function upgradeToCorporate(policyID: string, featureName: string) {
+    const policy = getPolicy(policyID);
+    const optimisticData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `policy_${policyID}`,
+            value: {
+                isPendingUpgrade: true,
+                type: CONST.POLICY.TYPE.CORPORATE,
+                maxExpenseAge: CONST.POLICY.DEFAULT_MAX_EXPENSE_AGE,
+                maxExpenseAmount: CONST.POLICY.DEFAULT_MAX_EXPENSE_AMOUNT,
+                maxExpenseAmountNoReceipt: CONST.POLICY.DEFAULT_MAX_AMOUNT_NO_RECEIPT,
+                glCodes: true,
+                ...(PolicyUtils.isInstantSubmitEnabled(policy) && {
+                    autoReporting: true,
+                    autoReportingFrequency: CONST.POLICY.AUTO_REPORTING_FREQUENCIES.MANUAL,
+                }),
+            },
+        },
+    ];
+
+    const successData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `policy_${policyID}`,
+            value: {
+                isPendingUpgrade: false,
+            },
+        },
+    ];
+
+    const failureData: OnyxUpdate[] = [
+        {
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: `policy_${policyID}`,
+            value: {
+                isPendingUpgrade: false,
+                type: policy?.type,
+                maxExpenseAge: policy?.maxExpenseAge ?? null,
+                maxExpenseAmount: policy?.maxExpenseAmount ?? null,
+                maxExpenseAmountNoReceipt: policy?.maxExpenseAmountNoReceipt ?? null,
+                glCodes: policy?.glCodes ?? null,
+                autoReporting: policy?.autoReporting ?? null,
+                autoReportingFrequency: policy?.autoReportingFrequency ?? null,
+            },
+        },
+    ];
+
+    const parameters: UpgradeToCorporateParams = {policyID, featureName};
+
+    API.write(WRITE_COMMANDS.UPGRADE_TO_CORPORATE, parameters, {optimisticData, successData, failureData});
+}
+
 function getPoliciesConnectedToSageIntacct(): Policy[] {
     return Object.values(allPolicies ?? {}).filter<Policy>((policy): policy is Policy => !!policy && !!policy?.connections?.intacct);
 }
@@ -3067,6 +3121,7 @@ export {
     buildPolicyData,
     enableExpensifyCard,
     createPolicyExpenseChats,
+    upgradeToCorporate,
     openPolicyExpensifyCardsPage,
     requestExpensifyCardLimitIncrease,
     getPoliciesConnectedToSageIntacct,

src/pages/workspace/upgrade/UpgradeConfirmation.tsx

@@ -0,0 +1,40 @@
+import React from 'react';
+import ConfirmationPage from '@components/ConfirmationPage';
+import TextLink from '@components/TextLink';
+import useLocalize from '@hooks/useLocalize';
+import useThemeStyles from '@hooks/useThemeStyles';
+import Navigation from '@libs/Navigation/Navigation';
+import ROUTES from '@src/ROUTES';
+
+type Props = {
+    policyName: string;
+    policyID: string;
+};
+
+function UpgradeConfirmation({policyName, policyID}: Props) {
+    const {translate} = useLocalize();
+    const styles = useThemeStyles();
+
+    return (
+        <ConfirmationPage
+            heading={translate('workspace.upgrade.completed.headline')}
+            description={
+                <>
+                    {translate('workspace.upgrade.completed.successMessage', policyName)}{' '}
+                    <TextLink
+                        style={styles.link}
+                        onPress={() => Navigation.navigate(ROUTES.SETTINGS_SUBSCRIPTION)}
+                    >
+                        {translate('workspace.upgrade.completed.viewSubscription')}
+                    </TextLink>{' '}
+                    {translate('workspace.upgrade.completed.moreDetails')}
+                </>
+            }
+            shouldShowButton
+            onButtonPress={() => Navigation.goBack(ROUTES.WORKSPACE_PROFILE.getRoute(policyID))}
+            buttonText={translate('workspace.upgrade.completed.gotIt')}
+        />
+    );
+}
+
+export default UpgradeConfirmation;