Merge pull request Expensify#65462 from Expensify/chirag-create-control-workspace

[No QA] Create control workspace for specific accounting options

Author: srikarparsi

src/CONST/index.ts

@@ -2934,6 +2934,7 @@ const CONST = {
                 microsoftDynamics: 'Microsoft Dynamics',
                 other: 'Other',
             },
+            CORPORATE: ['quickbooksDesktop', 'netsuite', 'intacct', 'oracle', 'sap', 'microsoftDynamics', 'other'],
             AUTH_HELP_LINKS: {
                 intacct:
                     "https://help.expensify.com/articles/expensify-classic/connections/sage-intacct/Sage-Intacct-Troubleshooting#:~:text=First%20make%20sure%20that%20you,your%20company's%20Web%20Services%20authorizations.",

src/libs/API/parameters/CreateWorkspaceParams.ts

@@ -15,6 +15,7 @@ type CreateWorkspaceParams = {
     currency: string;
     file?: File;
     companySize?: string;
+    userReportedIntegration?: string;
 };
 
 export default CreateWorkspaceParams;

src/libs/actions/IOU.ts

@@ -3784,7 +3784,14 @@ function getTrackExpenseInformation(params: GetTrackExpenseInformationParams): T
     let createdWorkspaceParams: CreateWorkspaceParams | undefined;
 
     if (isDraftReportLocal) {
-        const workspaceData = buildPolicyData(undefined, policy?.makeMeAdmin, policy?.name, policy?.id, chatReport?.reportID, CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE);
+        const workspaceData = buildPolicyData({
+            policyOwnerEmail: undefined,
+            makeMeAdmin: policy?.makeMeAdmin,
+            policyName: policy?.name,
+            policyID: policy?.id,
+            expenseReportId: chatReport?.reportID,
+            engagementChoice: CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE,
+        });
         createdWorkspaceParams = workspaceData.params;
         optimisticData.push(...workspaceData.optimisticData);
         successData.push(...workspaceData.successData);
@@ -8806,7 +8813,11 @@ function getPayMoneyRequestParams(
             failureData: policyFailureData,
             successData: policySuccessData,
             params,
-        } = buildPolicyData(currentUserEmail, true, undefined, payerPolicyID);
+        } = buildPolicyData({
+            policyOwnerEmail: currentUserEmail,
+            makeMeAdmin: true,
+            policyID: payerPolicyID,
+        });
         const {adminsChatReportID, adminsCreatedReportActionID, expenseChatReportID, expenseCreatedReportActionID, customUnitRateID, customUnitID, ownerEmail, policyName} = params;
 
         policyParams = {

src/libs/actions/Policy/Policy.ts

@@ -83,6 +83,7 @@ import {buildTaskData} from '@userActions/Task';
 import {getOnboardingMessages} from '@userActions/Welcome/OnboardingFlow';
 import type {OnboardingCompanySize, OnboardingPurpose} from '@userActions/Welcome/OnboardingFlow';
 import CONST from '@src/CONST';
+import type {OnboardingAccounting} from '@src/CONST';
 import ONYXKEYS from '@src/ONYXKEYS';
 import type {
     IntroSelected,
@@ -136,6 +137,20 @@ type WorkspaceFromIOUCreationData = {
     adminsChatReportID: string;
 };
 
+type BuildPolicyDataOptions = {
+    policyOwnerEmail?: string;
+    makeMeAdmin?: boolean;
+    policyName?: string;
+    policyID?: string;
+    expenseReportId?: string;
+    engagementChoice?: OnboardingPurpose;
+    currency?: string;
+    file?: File;
+    shouldAddOnboardingTasks?: boolean;
+    companySize?: OnboardingCompanySize;
+    userReportedIntegration?: OnboardingAccounting;
+};
+
 const allPolicies: OnyxCollection<Policy> = {};
 Onyx.connect({
     key: ONYXKEYS.COLLECTION.POLICY,
@@ -1842,18 +1857,20 @@ function createDraftInitialWorkspace(policyOwnerEmail = '', policyName = '', pol
  * @param [file] Optional, avatar file for workspace
  * @param [shouldAddOnboardingTasks] whether to add onboarding tasks to the workspace
  */
-function buildPolicyData(
-    policyOwnerEmail = '',
-    makeMeAdmin = false,
-    policyName = '',
-    policyID = generatePolicyID(),
-    expenseReportId?: string,
-    engagementChoice?: OnboardingPurpose,
-    currency = '',
-    file?: File,
-    shouldAddOnboardingTasks = true,
-    companySize?: OnboardingCompanySize,
-) {
+function buildPolicyData(options: BuildPolicyDataOptions = {}) {
+    const {
+        policyOwnerEmail = '',
+        makeMeAdmin = false,
+        policyName = '',
+        policyID = generatePolicyID(),
+        expenseReportId,
+        engagementChoice,
+        currency = '',
+        file,
+        shouldAddOnboardingTasks = true,
+        companySize,
+        userReportedIntegration,
+    } = options;
     const workspaceName = policyName || generateDefaultWorkspaceName(policyOwnerEmail);
 
     const {customUnits, customUnitID, customUnitRateID, outputCurrency} = buildOptimisticDistanceRateCustomUnits(currency);
@@ -1881,14 +1898,18 @@ function buildPolicyData(
         engagementChoice === CONST.ONBOARDING_CHOICES.TRACK_WORKSPACE;
     const shouldSetCreatedWorkspaceAsActivePolicy = !!activePolicyID && allPolicies?.[`${ONYXKEYS.COLLECTION.POLICY}${activePolicyID}`]?.type === CONST.POLICY.TYPE.PERSONAL;
 
+    // Determine workspace type based on user reported integration
+    const workspaceType =
+        userReportedIntegration && (CONST.POLICY.CONNECTIONS.CORPORATE as readonly string[]).includes(userReportedIntegration) ? CONST.POLICY.TYPE.CORPORATE : CONST.POLICY.TYPE.TEAM;
+
     // WARNING: The data below should be kept in sync with the API so we create the policy with the correct configuration.
     const optimisticData: OnyxUpdate[] = [
         {
             onyxMethod: Onyx.METHOD.SET,
             key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
             value: {
                 id: policyID,
-                type: CONST.POLICY.TYPE.TEAM,
+                type: workspaceType,
                 name: workspaceName,
                 role: CONST.POLICY.ROLE.ADMIN,
                 owner: sessionEmail,
@@ -2162,7 +2183,7 @@ function buildPolicyData(
         ownerEmail: policyOwnerEmail,
         makeMeAdmin,
         policyName: workspaceName,
-        type: CONST.POLICY.TYPE.TEAM,
+        type: workspaceType,
         adminsCreatedReportActionID,
         expenseCreatedReportActionID,
         customUnitID,
@@ -2171,6 +2192,7 @@ function buildPolicyData(
         currency: outputCurrency,
         file: clonedFile,
         companySize,
+        userReportedIntegration: userReportedIntegration ?? undefined,
     };
 
     if (
@@ -2221,19 +2243,20 @@ function createWorkspace(
     file?: File,
     shouldAddOnboardingTasks = true,
     companySize?: OnboardingCompanySize,
+    userReportedIntegration?: OnboardingAccounting,
 ): CreateWorkspaceParams {
-    const {optimisticData, failureData, successData, params} = buildPolicyData(
+    const {optimisticData, failureData, successData, params} = buildPolicyData({
         policyOwnerEmail,
         makeMeAdmin,
         policyName,
         policyID,
-        undefined,
         engagementChoice,
         currency,
         file,
         shouldAddOnboardingTasks,
         companySize,
-    );
+        userReportedIntegration,
+    });
 
     API.write(WRITE_COMMANDS.CREATE_WORKSPACE, params, {optimisticData, successData, failureData});
 

src/pages/OnboardingAccounting/BaseOnboardingAccounting.tsx

@@ -211,7 +211,7 @@ function BaseOnboardingAccounting({shouldUseNativeStyles}: BaseOnboardingAccount
         // We need `adminsChatReportID` for `completeOnboarding`, but at the same time, we don't want to call `createWorkspace` more than once.
         // If we have already created a workspace, we want to reuse the `onboardingAdminsChatReportID` and `onboardingPolicyID`.
         const {adminsChatReportID, policyID} = shouldCreateWorkspace
-            ? createWorkspace(undefined, true, '', generatePolicyID(), CONST.ONBOARDING_CHOICES.MANAGE_TEAM, '', undefined, false, onboardingCompanySize)
+            ? createWorkspace(undefined, true, '', generatePolicyID(), CONST.ONBOARDING_CHOICES.MANAGE_TEAM, '', undefined, false, onboardingCompanySize, userReportedIntegration)
             : {adminsChatReportID: onboardingAdminsChatReportID, policyID: onboardingPolicyID};
 
         if (shouldCreateWorkspace) {