Add Pay as Business option for invoices sent to an individual who is admin of their primary workspace

src/components/MoneyReportHeader.tsx

@@ -147,7 +147,7 @@ function MoneyReportHeader({policy, report: moneyRequestReport, transactionThrea
     const displayedAmount = ReportUtils.hasHeldExpenses(moneyRequestReport.reportID) && canAllowSettlement ? nonHeldAmount : formattedAmount;
     const isMoreContentShown = shouldShowNextStep || shouldShowStatusBar || (shouldShowAnyButton && shouldUseNarrowLayout);
 
-    const confirmPayment = (type?: PaymentMethodType | undefined) => {
+    const confirmPayment = (type?: PaymentMethodType | undefined, payAsBusiness?: boolean) => {
         if (!type || !chatReport) {
             return;
         }
@@ -156,7 +156,7 @@ function MoneyReportHeader({policy, report: moneyRequestReport, transactionThrea
         if (ReportUtils.hasHeldExpenses(moneyRequestReport.reportID)) {
             setIsHoldMenuVisible(true);
         } else if (ReportUtils.isInvoiceReport(moneyRequestReport)) {
-            IOU.payInvoice(type, chatReport, moneyRequestReport);
+            IOU.payInvoice(type, chatReport, moneyRequestReport, payAsBusiness);
         } else {
             IOU.payMoneyRequest(type, chatReport, moneyRequestReport, true);
         }

src/components/ReportActionItem/ReportPreview.tsx

@@ -138,6 +138,7 @@ function ReportPreview({
 
     const moneyRequestComment = action?.childLastMoneyRequestComment ?? '';
     const isPolicyExpenseChat = ReportUtils.isPolicyExpenseChat(chatReport);
+    const isInvoiceRoom = ReportUtils.isInvoiceRoom(chatReport);
     const isOpenExpenseReport = isPolicyExpenseChat && ReportUtils.isOpenExpenseReport(iouReport);
 
     const isApproved = ReportUtils.isReportApproved(iouReport, action);
@@ -177,7 +178,7 @@ function ReportPreview({
         [chatReport?.isOwnPolicyExpenseChat, policy?.harvesting?.enabled],
     );
 
-    const confirmPayment = (type: PaymentMethodType | undefined) => {
+    const confirmPayment = (type: PaymentMethodType | undefined, payAsBusiness?: boolean) => {
         if (!type) {
             return;
         }
@@ -187,7 +188,7 @@ function ReportPreview({
             setIsHoldMenuVisible(true);
         } else if (chatReport && iouReport) {
             if (ReportUtils.isInvoiceReport(iouReport)) {
-                IOU.payInvoice(type, chatReport, iouReport);
+                IOU.payInvoice(type, chatReport, iouReport, payAsBusiness);
             } else {
                 IOU.payMoneyRequest(type, chatReport, iouReport);
             }
@@ -246,7 +247,16 @@ function ReportPreview({
         if (isScanning) {
             return translate('common.receipt');
         }
-        let payerOrApproverName = isPolicyExpenseChat ? ReportUtils.getPolicyName(chatReport) : ReportUtils.getDisplayNameForParticipant(managerID, true);
+
+        let payerOrApproverName;
+        if (isPolicyExpenseChat) {
+            payerOrApproverName = ReportUtils.getPolicyName(chatReport);
+        } else if (isInvoiceRoom) {
+            payerOrApproverName = ReportUtils.getInvoicePayerName(chatReport);
+        } else {
+            payerOrApproverName = ReportUtils.getDisplayNameForParticipant(managerID, true);
+        }
+
         if (isApproved) {
             return translate('iou.managerApproved', {manager: payerOrApproverName});
         }

src/components/SettlementButton.tsx

@@ -5,11 +5,13 @@ import {useOnyx, withOnyx} from 'react-native-onyx';
 import useLocalize from '@hooks/useLocalize';
 import useNetwork from '@hooks/useNetwork';
 import Navigation from '@libs/Navigation/Navigation';
+import * as PolicyUtils from '@libs/PolicyUtils';
 import * as ReportUtils from '@libs/ReportUtils';
 import playSound, {SOUNDS} from '@libs/Sound';
 import * as SubscriptionUtils from '@libs/SubscriptionUtils';
 import * as BankAccounts from '@userActions/BankAccounts';
 import * as IOU from '@userActions/IOU';
+import * as PolicyActions from '@userActions/Policy/Policy';
 import CONST from '@src/CONST';
 import ONYXKEYS from '@src/ONYXKEYS';
 import type {Route} from '@src/ROUTES';
@@ -41,7 +43,7 @@ type SettlementButtonOnyxProps = {
 
 type SettlementButtonProps = SettlementButtonOnyxProps & {
     /** Callback to execute when this button is pressed. Receives a single payment type argument. */
-    onPress: (paymentType?: PaymentMethodType) => void;
+    onPress: (paymentType?: PaymentMethodType, payAsBusiness?: boolean) => void;
 
     /** The route to redirect if user does not have a payment method setup */
     enablePaymentsRoute: EnablePaymentsRoute;
@@ -143,6 +145,9 @@ function SettlementButton({
 }: SettlementButtonProps) {
     const {translate} = useLocalize();
     const {isOffline} = useNetwork();
+    const [activePolicyID] = useOnyx(ONYXKEYS.NVP_ACTIVE_POLICY_ID);
+
+    const primaryPolicy = useMemo(() => PolicyActions.getPrimaryPolicy(activePolicyID), [activePolicyID]);
 
     const session = useSession();
     // The app would crash due to subscribing to the entire report collection if chatReportID is an empty string. So we should have a fallback ID here.
@@ -199,20 +204,39 @@ function SettlementButton({
         }
 
         if (isInvoiceReport) {
-            buttonOptions.push({
-                text: translate('iou.settlePersonal', {formattedAmount}),
-                icon: Expensicons.User,
-                value: CONST.IOU.PAYMENT_TYPE.ELSEWHERE,
-                backButtonText: translate('iou.individual'),
-                subMenuItems: [
-                    {
-                        text: translate('iou.payElsewhere', {formattedAmount: ''}),
-                        icon: Expensicons.Cash,
-                        value: CONST.IOU.PAYMENT_TYPE.ELSEWHERE,
-                        onSelected: () => onPress(CONST.IOU.PAYMENT_TYPE.ELSEWHERE),
-                    },
-                ],
-            });
+            if (ReportUtils.isIndividualInvoiceRoom(chatReport)) {
+                buttonOptions.push({
+                    text: translate('iou.settlePersonal', {formattedAmount}),
+                    icon: Expensicons.User,
+                    value: CONST.IOU.PAYMENT_TYPE.ELSEWHERE,
+                    backButtonText: translate('iou.individual'),
+                    subMenuItems: [
+                        {
+                            text: translate('iou.payElsewhere', {formattedAmount: ''}),
+                            icon: Expensicons.Cash,
+                            value: CONST.IOU.PAYMENT_TYPE.ELSEWHERE,
+                            onSelected: () => onPress(CONST.IOU.PAYMENT_TYPE.ELSEWHERE),
+                        },
+                    ],
+                });
+            }
+
+            if (PolicyUtils.isPolicyAdmin(primaryPolicy) && PolicyUtils.isPaidGroupPolicy(primaryPolicy)) {
+                buttonOptions.push({
+                    text: translate('iou.settleBusiness', {formattedAmount}),
+                    icon: Expensicons.Building,
+                    value: CONST.IOU.PAYMENT_TYPE.ELSEWHERE,
+                    backButtonText: translate('iou.business'),
+                    subMenuItems: [
+                        {
+                            text: translate('iou.payElsewhere', {formattedAmount: ''}),
+                            icon: Expensicons.Cash,
+                            value: CONST.IOU.PAYMENT_TYPE.ELSEWHERE,
+                            onSelected: () => onPress(CONST.IOU.PAYMENT_TYPE.ELSEWHERE, true),
+                        },
+                    ],
+                });
+            }
         }
 
         if (shouldShowApproveButton) {
@@ -226,7 +250,7 @@ function SettlementButton({
         return buttonOptions;
         // We don't want to reorder the options when the preferred payment method changes while the button is still visible
         // eslint-disable-next-line react-hooks/exhaustive-deps
-    }, [currency, formattedAmount, iouReport, policyID, translate, shouldHidePaymentOptions, shouldShowApproveButton, shouldDisableApproveButton]);
+    }, [currency, formattedAmount, iouReport, chatReport, policyID, translate, shouldHidePaymentOptions, primaryPolicy, shouldShowApproveButton, shouldDisableApproveButton]);
 
     const selectPaymentType = (event: KYCFlowEvent, iouPaymentType: PaymentMethodType, triggerKYCFlow: TriggerKYCFlow) => {
         if (policy && SubscriptionUtils.shouldRestrictUserBillableActions(policy.id)) {
@@ -259,7 +283,7 @@ function SettlementButton({
 
     return (
         <KYCWall
-            onSuccessfulKYC={onPress}
+            onSuccessfulKYC={(paymentType) => onPress(paymentType)}
             enablePaymentsRoute={enablePaymentsRoute}
             addBankAccountRoute={addBankAccountRoute}
             addDebitCardRoute={addDebitCardRoute}

src/languages/en.ts

@@ -699,6 +699,7 @@ export default {
         settledExpensify: 'Paid',
         settledElsewhere: 'Paid elsewhere',
         individual: 'Individual',
+        business: 'Business',
         settleExpensify: ({formattedAmount}: SettleExpensifyCardParams) => (formattedAmount ? `Pay ${formattedAmount} with Expensify` : `Pay with Expensify`),
         settlePersonal: ({formattedAmount}: SettleExpensifyCardParams) => (formattedAmount ? `Pay ${formattedAmount} as an individual` : `Pay as an individual`),
         settlePayment: ({formattedAmount}: SettleExpensifyCardParams) => `Pay ${formattedAmount}`,

src/languages/es.ts

@@ -693,6 +693,7 @@ export default {
         settledExpensify: 'Pagado',
         settledElsewhere: 'Pagado de otra forma',
         individual: 'Individual',
+        business: 'Empresa',
         settleExpensify: ({formattedAmount}: SettleExpensifyCardParams) => (formattedAmount ? `Pagar ${formattedAmount} con Expensify` : `Pagar con Expensify`),
         settlePersonal: ({formattedAmount}: SettleExpensifyCardParams) => (formattedAmount ? `Pago ${formattedAmount} como individuo` : `Pago individual`),
         settlePayment: ({formattedAmount}: SettleExpensifyCardParams) => `Pagar ${formattedAmount}`,

src/libs/API/parameters/PayInvoiceParams.ts

@@ -4,6 +4,7 @@ type PayInvoiceParams = {
     reportID: string;
     reportActionID: string;
     paymentMethodType: PaymentMethodType;
+    payAsBusiness: boolean;
 };
 
 export default PayInvoiceParams;

src/libs/ReportUtils.ts

@@ -902,11 +902,20 @@ function isTripRoom(report: OnyxEntry<Report>): boolean {
     return isChatReport(report) && getChatType(report) === CONST.REPORT.CHAT_TYPE.TRIP_ROOM;
 }
 
+function isIndividualInvoiceRoom(report: OnyxEntry<Report>): boolean {
+    return isInvoiceRoom(report) && report?.invoiceReceiver?.type === CONST.REPORT.INVOICE_RECEIVER_TYPE.INDIVIDUAL;
+}
+
 function isCurrentUserInvoiceReceiver(report: OnyxEntry<Report>): boolean {
     if (report?.invoiceReceiver?.type === CONST.REPORT.INVOICE_RECEIVER_TYPE.INDIVIDUAL) {
         return currentUserAccountID === report.invoiceReceiver.accountID;
     }
 
+    if (report?.invoiceReceiver?.type === CONST.REPORT.INVOICE_RECEIVER_TYPE.BUSINESS) {
+        const policy = PolicyUtils.getPolicy(report.invoiceReceiver.policyID);
+        return PolicyUtils.isPolicyAdmin(policy);
+    }
+
     return false;
 }
 
@@ -1887,7 +1896,6 @@ function getParticipantsAccountIDsForDisplay(report: OnyxEntry<Report>, shouldEx
             if (shouldExcludeDeleted && report?.pendingChatMembers?.findLast((member) => member.accountID === accountID)?.pendingAction === CONST.RED_BRICK_ROAD_PENDING_ACTION.DELETE) {
                 return false;
             }
-
             return true;
         });
     }
@@ -2028,9 +2036,15 @@ function getIcons(
             if (report?.invoiceReceiver?.type === CONST.REPORT.INVOICE_RECEIVER_TYPE.INDIVIDUAL) {
                 icons.push(...getIconsForParticipants([report?.invoiceReceiver.accountID], personalDetails));
             } else {
-                const receiverPolicy = getPolicy(report?.invoiceReceiver?.policyID);
+                const receiverPolicyID = report?.invoiceReceiver?.policyID;
+                const receiverPolicy = getPolicy(receiverPolicyID);
                 if (!isEmptyObject(receiverPolicy)) {
-                    icons.push(getWorkspaceIcon(report, receiverPolicy));
+                    icons.push({
+                        source: receiverPolicy?.avatarURL ?? getDefaultWorkspaceAvatar(receiverPolicy.name),
+                        type: CONST.ICON_TYPE_WORKSPACE,
+                        name: receiverPolicy.name,
+                        id: receiverPolicyID,
+                    });
                 }
             }
         }
@@ -2102,10 +2116,16 @@ function getIcons(
             return icons;
         }
 
-        const receiverPolicy = getPolicy(invoiceRoomReport?.invoiceReceiver?.policyID);
+        const receiverPolicyID = invoiceRoomReport?.invoiceReceiver?.policyID;
+        const receiverPolicy = getPolicy(receiverPolicyID);
 
         if (!isEmptyObject(receiverPolicy)) {
-            icons.push(getWorkspaceIcon(invoiceRoomReport, receiverPolicy));
+            icons.push({
+                source: receiverPolicy?.avatarURL ?? getDefaultWorkspaceAvatar(receiverPolicy.name),
+                type: CONST.ICON_TYPE_WORKSPACE,
+                name: receiverPolicy.name,
+                id: receiverPolicyID,
+            });
         }
 
         return icons;
@@ -2570,7 +2590,16 @@ function getMoneyRequestReportName(report: OnyxEntry<Report>, policy?: OnyxEntry
 
     const moneyRequestTotal = getMoneyRequestSpendBreakdown(report).totalDisplaySpend;
     const formattedAmount = CurrencyUtils.convertToDisplayString(moneyRequestTotal, report?.currency);
-    let payerOrApproverName = isExpenseReport(report) ? getPolicyName(report, false, policy) : getDisplayNameForParticipant(report?.managerID) ?? '';
+    let payerOrApproverName;
+    if (isExpenseReport(report)) {
+        payerOrApproverName = getPolicyName(report, false, policy);
+    } else if (isInvoiceReport(report)) {
+        const chatReport = getReportOrDraftReport(report?.chatReportID);
+        payerOrApproverName = getInvoicePayerName(chatReport);
+    } else {
+        payerOrApproverName = getDisplayNameForParticipant(report?.managerID) ?? '';
+    }
+
     const payerPaidAmountMessage = Localize.translateLocal('iou.payerPaidAmount', {
         payer: payerOrApproverName,
         amount: formattedAmount,
@@ -5569,6 +5598,7 @@ function getChatByParticipants(newParticipantList: number[], reports: OnyxCollec
             isChatThread(report) ||
             isTaskReport(report) ||
             isMoneyRequestReport(report) ||
+            isInvoiceReport(report) ||
             isChatRoom(report) ||
             isPolicyExpenseChat(report) ||
             (isGroupChat(report) && !shouldIncludeGroupChats)
@@ -7351,6 +7381,7 @@ export {
     isChatUsedForOnboarding,
     getChatUsedForOnboarding,
     findPolicyExpenseChatByPolicyID,
+    isIndividualInvoiceRoom,
 };
 
 export type {

src/libs/actions/IOU.ts

@@ -291,6 +291,12 @@ Onyx.connect({
     },
 });
 
+let primaryPolicyID: OnyxEntry<string>;
+Onyx.connect({
+    key: ONYXKEYS.NVP_ACTIVE_POLICY_ID,
+    callback: (value) => (primaryPolicyID = value),
+});
+
 /**
  * Get the report or draft report given a reportID
  */
@@ -5938,13 +5944,22 @@ function getSendMoneyParams(
 }
 
 function getPayMoneyRequestParams(
-    chatReport: OnyxTypes.Report,
+    initialChatReport: OnyxTypes.Report,
     iouReport: OnyxTypes.Report,
     recipient: Participant,
     paymentMethodType: PaymentMethodType,
     full: boolean,
+    payAsBusiness?: boolean,
 ): PayMoneyRequestData {
     const isInvoiceReport = ReportUtils.isInvoiceReport(iouReport);
+    let chatReport = initialChatReport;
+
+    if (ReportUtils.isIndividualInvoiceRoom(chatReport) && payAsBusiness && primaryPolicyID) {
+        const existingB2BInvoiceRoom = ReportUtils.getInvoiceChatByParticipants(chatReport.policyID ?? '', primaryPolicyID);
+        if (existingB2BInvoiceRoom) {
+            chatReport = existingB2BInvoiceRoom;
+        }
+    }
 
     let total = (iouReport.total ?? 0) - (iouReport.nonReimbursableTotal ?? 0);
     if (ReportUtils.hasHeldExpenses(iouReport.reportID) && !full && !!iouReport.unheldTotal) {
@@ -5977,19 +5992,27 @@ function getPayMoneyRequestParams(
         optimisticNextStep = NextStepUtils.buildNextStep(iouReport, CONST.REPORT.STATUS_NUM.REIMBURSED, {isPaidWithExpensify: paymentMethodType === CONST.IOU.PAYMENT_TYPE.VBBA});
     }
 
+    const optimisticChatReport = {
+        ...chatReport,
+        lastReadTime: DateUtils.getDBTime(),
+        lastVisibleActionCreated: optimisticIOUReportAction.created,
+        hasOutstandingChildRequest: false,
+        iouReportID: null,
+        lastMessageText: ReportActionsUtils.getReportActionText(optimisticIOUReportAction),
+        lastMessageHtml: ReportActionsUtils.getReportActionHtml(optimisticIOUReportAction),
+    };
+    if (ReportUtils.isIndividualInvoiceRoom(chatReport) && payAsBusiness && primaryPolicyID) {
+        optimisticChatReport.invoiceReceiver = {
+            type: CONST.REPORT.INVOICE_RECEIVER_TYPE.BUSINESS,
+            policyID: primaryPolicyID,
+        };
+    }
+
     const optimisticData: OnyxUpdate[] = [
         {
             onyxMethod: Onyx.METHOD.MERGE,
             key: `${ONYXKEYS.COLLECTION.REPORT}${chatReport.reportID}`,
-            value: {
-                ...chatReport,
-                lastReadTime: DateUtils.getDBTime(),
-                lastVisibleActionCreated: optimisticIOUReportAction.created,
-                hasOutstandingChildRequest: false,
-                iouReportID: null,
-                lastMessageText: ReportActionsUtils.getReportActionText(optimisticIOUReportAction),
-                lastMessageHtml: ReportActionsUtils.getReportActionHtml(optimisticIOUReportAction),
-            },
+            value: optimisticChatReport,
         },
         {
             onyxMethod: Onyx.METHOD.MERGE,
@@ -6611,19 +6634,20 @@ function payMoneyRequest(paymentType: PaymentMethodType, chatReport: OnyxTypes.R
     Navigation.dismissModalWithReport(chatReport);
 }
 
-function payInvoice(paymentMethodType: PaymentMethodType, chatReport: OnyxTypes.Report, invoiceReport: OnyxTypes.Report) {
+function payInvoice(paymentMethodType: PaymentMethodType, chatReport: OnyxTypes.Report, invoiceReport: OnyxTypes.Report, payAsBusiness = false) {
     const recipient = {accountID: invoiceReport.ownerAccountID};
     const {
         optimisticData,
         successData,
         failureData,
         params: {reportActionID},
-    } = getPayMoneyRequestParams(chatReport, invoiceReport, recipient, paymentMethodType, true);
+    } = getPayMoneyRequestParams(chatReport, invoiceReport, recipient, paymentMethodType, true, payAsBusiness);
 
     const params: PayInvoiceParams = {
         reportID: invoiceReport.reportID,
         reportActionID,
         paymentMethodType,
+        payAsBusiness,
     };
 
     API.write(WRITE_COMMANDS.PAY_INVOICE, params, {optimisticData, successData, failureData});

src/libs/actions/Policy/Policy.ts

@@ -187,7 +187,7 @@ function getPolicy(policyID: string | undefined): OnyxEntry<Policy> {
  */
 function getPrimaryPolicy(activePolicyID?: OnyxEntry<string>): Policy | undefined {
     const activeAdminWorkspaces = PolicyUtils.getActiveAdminWorkspaces(allPolicies);
-    const primaryPolicy: Policy | null | undefined = allPolicies?.[activePolicyID ?? '-1'];
+    const primaryPolicy: Policy | null | undefined = allPolicies?.[`${ONYXKEYS.COLLECTION.POLICY}${activePolicyID}`];
 
     return primaryPolicy ?? activeAdminWorkspaces[0];
 }