Merge pull request #91533 from Expensify/claude-addAgentChatAndCopilotButtons

Add Chat and Copilot buttons to Agents page

Author: yuwenmemon

src/hooks/useChatWithAgent.ts

@@ -0,0 +1,25 @@
+import {hasSeenTourSelector} from '@selectors/Onboarding';
+import {navigateToAndOpenReportWithAccountIDs} from '@libs/actions/Report';
+import ONYXKEYS from '@src/ONYXKEYS';
+import useCurrentUserPersonalDetails from './useCurrentUserPersonalDetails';
+import useOnyx from './useOnyx';
+
+/**
+ * Encapsulates the data fetching and navigation logic for opening a DM chat with an agent.
+ * Returns a function that, given an accountID, navigates to the DM report with that agent.
+ */
+function useChatWithAgent() {
+    const currentUserPersonalDetails = useCurrentUserPersonalDetails();
+    const [introSelected] = useOnyx(ONYXKEYS.NVP_INTRO_SELECTED);
+    const [isSelfTourViewed] = useOnyx(ONYXKEYS.NVP_ONBOARDING, {selector: hasSeenTourSelector});
+    const [betas] = useOnyx(ONYXKEYS.BETAS);
+    const [personalDetails] = useOnyx(ONYXKEYS.PERSONAL_DETAILS_LIST);
+
+    const chatWithAgent = (accountID: number) => {
+        navigateToAndOpenReportWithAccountIDs([accountID], currentUserPersonalDetails.accountID, introSelected, isSelfTourViewed, betas, personalDetails);
+    };
+
+    return chatWithAgent;
+}
+
+export default useChatWithAgent;

src/hooks/useSwitchToDelegator.ts

@@ -0,0 +1,89 @@
+import {useDelegateNoAccessActions, useDelegateNoAccessState} from '@components/DelegateNoAccessModalProvider';
+import {ModalActions} from '@components/Modal/Global/ModalContext';
+import {connect, disconnect} from '@libs/actions/Delegate';
+import {close as modalClose} from '@libs/actions/Modal';
+import {getGpsPoints, stopGpsTrip} from '@libs/GPSDraftDetailsUtils';
+import CONST from '@src/CONST';
+import ONYXKEYS from '@src/ONYXKEYS';
+import {isTrackingSelector} from '@src/selectors/GPSDraftDetails';
+import type {Account} from '@src/types/onyx';
+import useConfirmModal from './useConfirmModal';
+import useLocalize from './useLocalize';
+import useNetwork from './useNetwork';
+import useOnyx from './useOnyx';
+
+/**
+ * Encapsulates the safety checks needed before switching to a delegator account:
+ * 1. Offline check – blocks the switch and shows an offline modal.
+ * 2. Chained delegation check – if already acting as a delegate and not returning
+ *    to the original user, shows the "not so fast" modal.
+ * 3. GPS tracking check – if a GPS trip is in progress, asks the user to confirm
+ *    stopping the trip before switching.
+ */
+function useSwitchToDelegator() {
+    const {translate} = useLocalize();
+    const {isOffline} = useNetwork();
+    const {showConfirmModal} = useConfirmModal();
+    const {isActingAsDelegate} = useDelegateNoAccessState();
+    const {showDelegateNoAccessModal} = useDelegateNoAccessActions();
+
+    const [delegatedAccess] = useOnyx(ONYXKEYS.ACCOUNT, {selector: (account: Account | undefined) => account?.delegatedAccess});
+    const [credentials] = useOnyx(ONYXKEYS.CREDENTIALS);
+    const [stashedCredentials = CONST.EMPTY_OBJECT] = useOnyx(ONYXKEYS.STASHED_CREDENTIALS);
+    const [session] = useOnyx(ONYXKEYS.SESSION);
+    const [stashedSession] = useOnyx(ONYXKEYS.STASHED_SESSION);
+    const [activePolicyID] = useOnyx(ONYXKEYS.NVP_ACTIVE_POLICY_ID);
+    const [gpsDraftDetails] = useOnyx(ONYXKEYS.GPS_DRAFT_DETAILS);
+    const [isTrackingGPS = false] = useOnyx(ONYXKEYS.GPS_DRAFT_DETAILS, {selector: isTrackingSelector});
+
+    const showOfflineModal = () => {
+        showConfirmModal({
+            title: translate('common.youAppearToBeOffline'),
+            prompt: translate('common.offlinePrompt'),
+            confirmText: translate('common.buttonConfirm'),
+            shouldShowCancelButton: false,
+        });
+    };
+
+    const showGpsInProgressModal = async (switchAccount: () => ReturnType<typeof connect | typeof disconnect>) => {
+        const result = await showConfirmModal({
+            title: translate('gps.switchAccountWarningTripInProgress.title'),
+            prompt: translate('gps.switchAccountWarningTripInProgress.prompt'),
+            confirmText: translate('gps.switchAccountWarningTripInProgress.confirm'),
+            cancelText: translate('common.cancel'),
+        });
+
+        if (result.action !== ModalActions.CONFIRM) {
+            return;
+        }
+
+        await stopGpsTrip(false, getGpsPoints(gpsDraftDetails), true);
+        switchAccount();
+    };
+
+    const switchToDelegator = (email: string) => {
+        if (isOffline) {
+            modalClose(() => showOfflineModal());
+            return;
+        }
+        const isReturningToOriginalUser = isActingAsDelegate && email === stashedSession?.email;
+        // Chained delegation isn't supported by the backend — if we're already acting as a delegate,
+        // the only legal switch is back to the original user. Anything else triggers the "Not so fast" modal.
+        if (isActingAsDelegate && !isReturningToOriginalUser) {
+            modalClose(() => showDelegateNoAccessModal());
+            return;
+        }
+        const switchAction = isReturningToOriginalUser
+            ? () => disconnect({stashedCredentials, stashedSession})
+            : () => connect({email, delegatedAccess, credentials, session, activePolicyID});
+        if (isTrackingGPS) {
+            modalClose(() => showGpsInProgressModal(switchAction));
+            return;
+        }
+        switchAction();
+    };
+
+    return switchToDelegator;
+}
+
+export default useSwitchToDelegator;

src/languages/de.ts

@@ -2792,6 +2792,8 @@ ${amount} für ${merchant} – ${date}`,
         title: 'Agent bearbeiten',
         agentName: 'Name der Agentin/des Agenten',
         instructions: 'Eigene Anweisungen schreiben',
+        chatWithAgent: 'Mit Agent chatten',
+        copilotIntoAccount: 'Copilot ins Konto',
         deleteAgent: 'Agent löschen',
         deleteAgentTitle: 'Agent löschen?',
         deleteAgentMessage: 'Sind Sie sicher, dass Sie diese Vermittlerin/diesen Vermittler löschen möchten? Diese Aktion kann nicht rückgängig gemacht werden.',

src/languages/en.ts

@@ -2851,6 +2851,8 @@ const translations = {
         title: 'Edit agent',
         agentName: 'Agent name',
         instructions: 'Write custom instructions',
+        chatWithAgent: 'Chat with agent',
+        copilotIntoAccount: 'Copilot into account',
         deleteAgent: 'Delete agent',
         deleteAgentTitle: 'Delete agent?',
         deleteAgentMessage: 'Are you sure you want to delete this agent? This action cannot be undone.',

src/languages/es.ts

@@ -2667,6 +2667,8 @@ ${amount} para ${merchant} - ${date}`,
         title: 'Editar agente',
         agentName: 'Nombre del agente',
         instructions: 'Escribir instrucciones personalizadas',
+        chatWithAgent: 'Chatear con el agente',
+        copilotIntoAccount: 'Copilot en la cuenta',
         deleteAgent: 'Eliminar agente',
         deleteAgentTitle: '¿Eliminar agente?',
         deleteAgentMessage: '¿Seguro que quieres eliminar a este agente? Esta acción no se puede deshacer.',

src/languages/fr.ts

@@ -2800,7 +2800,9 @@ ${amount} pour ${merchant} - ${date}`,
         title: 'Modifier l’agent',
         agentName: 'Nom de l’agent',
         instructions: 'Écrire des instructions personnalisées',
-        deleteAgent: 'Supprimer l’agent',
+        chatWithAgent: 'Discuter avec l\u2019agent',
+        copilotIntoAccount: 'Copilote dans le compte',
+        deleteAgent: 'Supprimer l\u2019agent',
         deleteAgentTitle: 'Supprimer l’agent ?',
         deleteAgentMessage: 'Voulez-vous vraiment supprimer cet agent ? Cette action est irréversible.',
     },

src/languages/it.ts

@@ -2788,6 +2788,8 @@ ${amount} per ${merchant} - ${date}`,
         title: 'Modifica agente',
         agentName: 'Nome agente',
         instructions: 'Scrivi istruzioni personalizzate',
+        chatWithAgent: 'Chatta con l\u2019agente',
+        copilotIntoAccount: 'Copilot nell\u2019account',
         deleteAgent: 'Elimina agente',
         deleteAgentTitle: 'Eliminare agente?',
         deleteAgentMessage: 'Sei sicuro di voler eliminare questo agente? Questa azione non può essere annullata.',

src/languages/ja.ts

@@ -2761,6 +2761,8 @@ ${date} の ${merchant} への ${amount}`,
         title: 'エージェントを編集',
         agentName: '担当者名',
         instructions: 'カスタム手順を作成',
+        chatWithAgent: 'エージェントとチャット',
+        copilotIntoAccount: 'アカウントにコパイロット',
         deleteAgent: 'エージェントを削除',
         deleteAgentTitle: 'エージェントを削除しますか？',
         deleteAgentMessage: 'このエージェントを削除してもよろしいですか？この操作は元に戻せません。',

src/languages/nl.ts

@@ -2785,6 +2785,8 @@ ${amount} voor ${merchant} - ${date}`,
         title: 'Agent bewerken',
         agentName: 'Naam medewerker',
         instructions: 'Aangepaste instructies schrijven',
+        chatWithAgent: 'Chat met agent',
+        copilotIntoAccount: 'Copilot in account',
         deleteAgent: 'Agent verwijderen',
         deleteAgentTitle: 'Agent verwijderen?',
         deleteAgentMessage: 'Weet je zeker dat je deze agent wilt verwijderen? Deze actie kan niet ongedaan worden gemaakt.',

src/languages/pl.ts

@@ -2779,6 +2779,8 @@ ${amount} dla ${merchant} - ${date}`,
         title: 'Edytuj agenta',
         agentName: 'Nazwa agenta',
         instructions: 'Napisz własne instrukcje',
+        chatWithAgent: 'Czat z agentem',
+        copilotIntoAccount: 'Copilot na konto',
         deleteAgent: 'Usuń agenta',
         deleteAgentTitle: 'Usunąć agenta?',
         deleteAgentMessage: 'Czy na pewno chcesz usunąć tego agenta? Tej akcji nie można cofnąć.',