[OldDot Rules Migration] Add "Rules" Row/toggle to "More Features" page

src/CONST.ts

@@ -86,6 +86,9 @@ const CONST = {
     DEFAULT_TABLE_NAME: 'keyvaluepairs',
     DEFAULT_ONYX_DUMP_FILE_NAME: 'onyx-state.txt',
     DEFAULT_POLICY_ROOM_CHAT_TYPES: [chatTypes.POLICY_ADMINS, chatTypes.POLICY_ANNOUNCE, chatTypes.DOMAIN_ALL],
+    EMPTY_MAX_EXPENSE_AMOUNT_NO_RECEIPT: 10000000000,
+    EMPTY_MAX_EXPENSE_AMOUNT: 10000000000,
+    EMPTY_MAX_EXPENSE_AGE: 10000000000,
 
     // Note: Group and Self-DM excluded as these are not tied to a Workspace
     WORKSPACE_ROOM_TYPES: [chatTypes.POLICY_ADMINS, chatTypes.POLICY_ANNOUNCE, chatTypes.DOMAIN_ALL, chatTypes.POLICY_ROOM, chatTypes.POLICY_EXPENSE_CHAT],
@@ -2081,6 +2084,7 @@ const CONST = {
             ARE_EXPENSIFY_CARDS_ENABLED: 'areExpensifyCardsEnabled',
             ARE_INVOICES_ENABLED: 'areInvoicesEnabled',
             ARE_TAXES_ENABLED: 'tax',
+            ARE_RULES_ENABLED: 'areRulesEnabled',
         },
         DEFAULT_CATEGORIES: [
             'Advertising',
@@ -2413,6 +2417,7 @@ const CONST = {
         WORKSPACE_BANK_ACCOUNT: 'WorkspaceBankAccount',
         WORKSPACE_SETTINGS: 'WorkspaceSettings',
         WORKSPACE_FEATURES: 'WorkspaceFeatures',
+        WORKSPACE_RULES: 'WorkspaceRules',
     },
     get EXPENSIFY_EMAILS() {
         return [
@@ -5459,6 +5464,14 @@ const CONST = {
                 description: 'workspace.upgrade.taxCodes.description' as const,
                 icon: 'Coins',
             },
+            rules: {
+                id: 'rules' as const,
+                alias: 'rules',
+                name: 'Rules',
+                title: 'workspace.upgrade.rules.title' as const,
+                description: 'workspace.upgrade.rules.description' as const,
+                icon: 'Rules',
+            },
         };
     },
     REPORT_FIELD_TYPES: {

src/ROUTES.ts

@@ -923,6 +923,10 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/expensify-card/settings/frequency',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/expensify-card/settings/frequency` as const,
     },
+    WORKSPACE_RULES: {
+        route: 'settings/workspaces/:policyID/rules',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/rules` as const,
+    },
     WORKSPACE_DISTANCE_RATES: {
         route: 'settings/workspaces/:policyID/distance-rates',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/distance-rates` as const,

src/SCREENS.ts

@@ -438,6 +438,7 @@ const SCREENS = {
         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',
+        RULES: 'Policy_Rules',
     },
 
     EDIT_REQUEST: {

src/components/Icon/Expensicons.ts

@@ -82,6 +82,7 @@ import ExpensifyLogoNew from '@assets/images/expensify-logo-new.svg';
 import ExpensifyWordmark from '@assets/images/expensify-wordmark.svg';
 import EyeDisabled from '@assets/images/eye-disabled.svg';
 import Eye from '@assets/images/eye.svg';
+import Feed from '@assets/images/feed.svg';
 import Filter from '@assets/images/filter.svg';
 import Filters from '@assets/images/filters.svg';
 import Flag from '@assets/images/flag.svg';
@@ -386,4 +387,5 @@ export {
     Filters,
     CalendarSolid,
     Filter,
+    Feed,
 };

src/components/Icon/Illustrations.ts

@@ -86,6 +86,7 @@ import ReceiptEnvelope from '@assets/images/simple-illustrations/simple-illustra
 import ReceiptLocationMarker from '@assets/images/simple-illustrations/simple-illustration__receipt-location-marker.svg';
 import ReceiptWrangler from '@assets/images/simple-illustrations/simple-illustration__receipt-wrangler.svg';
 import ReceiptUpload from '@assets/images/simple-illustrations/simple-illustration__receiptupload.svg';
+import Rules from '@assets/images/simple-illustrations/simple-illustration__rules.svg';
 import SanFrancisco from '@assets/images/simple-illustrations/simple-illustration__sanfrancisco.svg';
 import SendMoney from '@assets/images/simple-illustrations/simple-illustration__sendmoney.svg';
 import ShieldYellow from '@assets/images/simple-illustrations/simple-illustration__shield.svg';
@@ -214,4 +215,5 @@ export {
     Tire,
     BigVault,
     Filters,
+    Rules,
 };

src/languages/en.ts

@@ -2100,6 +2100,7 @@ export default {
             travel: 'Travel',
             members: 'Members',
             accounting: 'Accounting',
+            rules: 'Rules',
             displayedAs: 'Displayed as',
             plan: 'Plan',
             profile: 'Profile',
@@ -2809,6 +2810,10 @@ export default {
                 title: 'Spend',
                 subtitle: 'Enable optional functionality that helps you scale your team.',
             },
+            manageSection: {
+                title: 'Manage',
+                subtitle: 'Add controls that help keep spend within budget.',
+            },
             earnSection: {
                 title: 'Earn',
                 subtitle: 'Enable optional functionality to streamline your revenue and get paid faster.',
@@ -2876,6 +2881,10 @@ export default {
                 disconnectText: "To disable accounting, you'll need to disconnect your accounting connection from your workspace.",
                 manageSettings: 'Manage settings',
             },
+            rules: {
+                title: 'Rules',
+                subtitle: 'Configure when receipts are required, flag high spend, and more.',
+            },
         },
         reportFields: {
             addField: 'Add field',
@@ -3515,6 +3524,11 @@ export default {
                 description: `Add tax codes to your taxes for easy export of expenses to your accounting and payroll systems.`,
                 onlyAvailableOnPlan: 'Tax codes are only available on the Control plan, starting at ',
             },
+            rules: {
+                title: 'Rules',
+                description: `Rules run in the background and keep your spend under control so you don't have to sweat the small stuff.\n\nRequire expense details like receipts and descriptions, set limits and defaults, and automate approvals and payments – all in one place.`,
+                onlyAvailableOnPlan: 'Rules are only available on the Control plan, starting at ',
+            },
             pricing: {
                 amount: '$9 ',
                 perActiveMember: 'per active member per month.',
@@ -3546,6 +3560,16 @@ export default {
             chatInAdmins: 'Chat in #admins',
             addPaymentCard: 'Add payment card',
         },
+        rules: {
+            individualExpenseRules: {
+                title: 'Expenses',
+                subtitle: 'Set spend controls and defaults for individual expenses. You can also create rules for categories and tags.',
+            },
+            expenseReportRules: {
+                title: 'Expense reports',
+                subtitle: 'Automate expense report compliance, approvals, and payment.',
+            },
+        },
     },
     getAssistancePage: {
         title: 'Get assistance',

src/languages/es.ts

@@ -2134,6 +2134,7 @@ export default {
             travel: 'Viajes',
             members: 'Miembros',
             accounting: 'Contabilidad',
+            rules: 'Reglas',
             plan: 'Plan',
             profile: 'Perfil',
             bankAccount: 'Cuenta bancaria',
@@ -2861,6 +2862,10 @@ export default {
                 title: 'Gasto',
                 subtitle: 'Habilita otras funcionalidades que ayudan a aumentar tu equipo.',
             },
+            manageSection: {
+                title: 'Gestionar',
+                subtitle: 'Añade controles que ayudan a mantener los gastos dentro del presupuesto.',
+            },
             earnSection: {
                 title: 'Gane',
                 subtitle: 'Habilita funciones opcionales para agilizar tus ingresos y recibir pagos más rápido.',
@@ -2928,6 +2933,10 @@ export default {
                 disconnectText: 'Para desactivar la contabilidad, desconecta tu conexión contable del espacio de trabajo.',
                 manageSettings: 'Gestionar la configuración',
             },
+            rules: {
+                title: 'Reglas',
+                subtitle: 'Configura cuándo se requieren recibos, marca gastos altos y más.',
+            },
         },
         reportFields: {
             addField: 'Añadir campo',
@@ -3568,6 +3577,11 @@ export default {
                 description: `Añada código de impuesto mayor a sus categorías para exportar fácilmente los gastos a sus sistemas de contabilidad y nómina.`,
                 onlyAvailableOnPlan: 'Los código de impuesto mayor solo están disponibles en el plan Control, a partir de ',
             },
+            rules: {
+                title: 'Reglas',
+                description: `Las reglas se ejecutan en segundo plano y mantienen tus gastos bajo control para que no tengas que preocuparte por los detalles pequeños.\n\nExige detalles de gastos como recibos y descripciones, establece límites y valores predeterminados, y automatiza aprobaciones y pagos, todo en un solo lugar.`,
+                onlyAvailableOnPlan: 'Las reglas están disponibles solo en el plan Control, que comienza en ',
+            },
             note: {
                 upgradeWorkspace: 'Mejore su espacio de trabajo para acceder a esta función, o',
                 learnMore: 'más información',
@@ -3599,6 +3613,16 @@ export default {
             chatInAdmins: 'Chatea en #admins',
             addPaymentCard: 'Agregar tarjeta de pago',
         },
+        rules: {
+            individualExpenseRules: {
+                title: 'Gastos',
+                subtitle: 'Establece controles y valores predeterminados para gastos individuales. También puedes crear reglas para categorías y etiquetas.',
+            },
+            expenseReportRules: {
+                title: 'Informes de gastos',
+                subtitle: 'Automatiza el cumplimiento de los informes de gastos, las aprobaciones y el pago.',
+            },
+        },
     },
     getAssistancePage: {
         title: 'Obtener ayuda',

src/libs/API/parameters/SetPolicyRulesEnabledParams.ts

@@ -0,0 +1,6 @@
+type SetPolicyRulesEnabledParams = {
+    policyID: string;
+    enabled: boolean;
+};
+
+export default SetPolicyRulesEnabledParams;

src/libs/API/parameters/index.ts

@@ -271,5 +271,6 @@ export type {default as ExportSearchItemsToCSVParams} from './ExportSearchItemsT
 export type {default as UpdateExpensifyCardLimitParams} from './UpdateExpensifyCardLimitParams';
 export type {CreateWorkspaceApprovalParams, UpdateWorkspaceApprovalParams, RemoveWorkspaceApprovalParams} from './WorkspaceApprovalParams';
 export type {default as StartIssueNewCardFlowParams} from './StartIssueNewCardFlowParams';
+export type {default as SetPolicyRulesEnabledParams} from './SetPolicyRulesEnabledParams';
 export type {default as ConfigureExpensifyCardsForPolicyParams} from './ConfigureExpensifyCardsForPolicyParams';
 export type {default as CreateExpensifyCardParams} from './CreateExpensifyCardParams';

src/libs/API/types.ts

@@ -198,6 +198,7 @@ const WRITE_COMMANDS = {
     ENABLE_POLICY_REPORT_FIELDS: 'EnablePolicyReportFields',
     ENABLE_POLICY_EXPENSIFY_CARDS: 'EnablePolicyExpensifyCards',
     ENABLE_POLICY_INVOICING: 'EnablePolicyInvoicing',
+    SET_POLICY_RULES_ENABLED: 'SetPolicyRulesEnabled',
     SET_POLICY_TAXES_CURRENCY_DEFAULT: 'SetPolicyCurrencyDefaultTax',
     SET_POLICY_TAXES_FOREIGN_CURRENCY_DEFAULT: 'SetPolicyForeignCurrencyDefaultTax',
     SET_POLICY_CUSTOM_TAX_NAME: 'SetPolicyCustomTaxName',
@@ -525,6 +526,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.ENABLE_POLICY_REPORT_FIELDS]: Parameters.EnablePolicyReportFieldsParams;
     [WRITE_COMMANDS.ENABLE_POLICY_EXPENSIFY_CARDS]: Parameters.EnablePolicyExpensifyCardsParams;
     [WRITE_COMMANDS.ENABLE_POLICY_INVOICING]: Parameters.EnablePolicyInvoicingParams;
+    [WRITE_COMMANDS.SET_POLICY_RULES_ENABLED]: Parameters.SetPolicyRulesEnabledParams;
     [WRITE_COMMANDS.JOIN_POLICY_VIA_INVITE_LINK]: Parameters.JoinPolicyInviteLinkParams;
     [WRITE_COMMANDS.ACCEPT_JOIN_REQUEST]: Parameters.AcceptJoinRequestParams;
     [WRITE_COMMANDS.DECLINE_JOIN_REQUEST]: Parameters.DeclineJoinRequestParams;
@@ -548,6 +550,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.REQUEST_EXPENSIFY_CARD_LIMIT_INCREASE]: Parameters.RequestExpensifyCardLimitIncreaseParams;
     [WRITE_COMMANDS.CLEAR_OUTSTANDING_BALANCE]: null;
     [WRITE_COMMANDS.CANCEL_BILLING_SUBSCRIPTION]: Parameters.CancelBillingSubscriptionParams;
+
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_ONLINE_ENABLE_NEW_CATEGORIES]: Parameters.UpdateQuickbooksOnlineGenericTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_ONLINE_AUTO_CREATE_VENDOR]: Parameters.UpdateQuickbooksOnlineGenericTypeParams;
     [WRITE_COMMANDS.UPDATE_QUICKBOOKS_ONLINE_REIMBURSABLE_EXPENSES_ACCOUNT]: Parameters.UpdateQuickbooksOnlineGenericTypeParams;

src/libs/Navigation/AppNavigator/Navigators/FullScreenNavigator.tsx

@@ -33,6 +33,7 @@ const CENTRAL_PANE_WORKSPACE_SCREENS = {
     [SCREENS.WORKSPACE.REPORT_FIELDS]: () => require<ReactComponentModule>('../../../../pages/workspace/reportFields/WorkspaceReportFieldsPage').default,
     [SCREENS.WORKSPACE.EXPENSIFY_CARD]: () => require<ReactComponentModule>('../../../../pages/workspace/expensifyCard/WorkspaceExpensifyCardPage').default,
     [SCREENS.WORKSPACE.DISTANCE_RATES]: () => require<ReactComponentModule>('../../../../pages/workspace/distanceRates/PolicyDistanceRatesPage').default,
+    [SCREENS.WORKSPACE.RULES]: () => require<ReactComponentModule>('../../../../pages/workspace/rules/PolicyRulesPage').default,
 } satisfies Screens;
 
 function FullScreenNavigator() {

src/libs/Navigation/linkingConfig/config.ts

@@ -1093,6 +1093,9 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                 [SCREENS.WORKSPACE.DISTANCE_RATES]: {
                     path: ROUTES.WORKSPACE_DISTANCE_RATES.route,
                 },
+                [SCREENS.WORKSPACE.RULES]: {
+                    path: ROUTES.WORKSPACE_RULES.route,
+                },
             },
         },
     },

src/libs/Navigation/types.ts

@@ -1193,6 +1193,9 @@ type FullScreenNavigatorParamList = {
     [SCREENS.WORKSPACE.EXPENSIFY_CARD]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.RULES]: {
+        policyID: string;
+    };
 };
 
 type OnboardingModalNavigatorParamList = {

src/libs/actions/Policy/Policy.ts

@@ -41,6 +41,7 @@ import type {
     UpdateWorkspaceGeneralSettingsParams,
     UpgradeToCorporateParams,
 } from '@libs/API/parameters';
+import type SetPolicyRulesEnabledParams from '@libs/API/parameters/SetPolicyRulesEnabledParams';
 import type UpdatePolicyAddressParams from '@libs/API/parameters/UpdatePolicyAddressParams';
 import {READ_COMMANDS, WRITE_COMMANDS} from '@libs/API/types';
 import DateUtils from '@libs/DateUtils';
@@ -2925,6 +2926,68 @@ function enablePolicyWorkflows(policyID: string, enabled: boolean) {
     }
 }
 
+const EMPTY_MAX_EXPENSE_VALUES: Pick<Policy, 'maxExpenseAmountNoReceipt' | 'maxExpenseAmount' | 'maxExpenseAge'> = {
+    maxExpenseAmountNoReceipt: CONST.EMPTY_MAX_EXPENSE_AMOUNT_NO_RECEIPT,
+    maxExpenseAmount: CONST.EMPTY_MAX_EXPENSE_AMOUNT,
+    maxExpenseAge: CONST.EMPTY_MAX_EXPENSE_AGE,
+};
+
+function enablePolicyRules(policyID: string, enabled: boolean, disableRedirect = false) {
+    const policy = getPolicy(policyID);
+    const onyxData: OnyxData = {
+        optimisticData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+                value: {
+                    areRulesEnabled: enabled,
+                    ...(!enabled ? EMPTY_MAX_EXPENSE_VALUES : {}),
+                    pendingFields: {
+                        areRulesEnabled: CONST.RED_BRICK_ROAD_PENDING_ACTION.UPDATE,
+                    },
+                },
+            },
+        ],
+        successData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+                value: {
+                    pendingFields: {
+                        areRulesEnabled: null,
+                    },
+                },
+            },
+        ],
+        failureData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`,
+                value: {
+                    areRulesEnabled: !enabled,
+                    ...(!enabled
+                        ? {
+                              maxExpenseAmountNoReceipt: policy?.maxExpenseAmountNoReceipt,
+                              maxExpenseAmount: policy?.maxExpenseAmount,
+                              maxExpenseAge: policy?.maxExpenseAge,
+                          }
+                        : {}),
+                    pendingFields: {
+                        areRulesEnabled: null,
+                    },
+                },
+            },
+        ],
+    };
+
+    const parameters: SetPolicyRulesEnabledParams = {policyID, enabled};
+    API.write(WRITE_COMMANDS.SET_POLICY_RULES_ENABLED, parameters, onyxData);
+
+    if (enabled && getIsNarrowLayout() && !disableRedirect) {
+        navigateWhenEnableFeature(policyID);
+    }
+}
+
 function enableDistanceRequestTax(policyID: string, customUnitName: string, customUnitID: string, attributes: Attributes) {
     const policy = getPolicy(policyID);
     const onyxData: OnyxData = {
@@ -3351,6 +3414,7 @@ export {
     getAdminPoliciesConnectedToNetSuite,
     getAdminPoliciesConnectedToSageIntacct,
     hasInvoicingDetails,
+    enablePolicyRules,
 };
 
 export type {NewCustomUnit};