WS plan type and upgrade common features view Pages

src/CONST.ts

@@ -514,6 +514,7 @@ const CONST = {
         MAX_DATE: '9999-12-31',
         MIN_DATE: '0001-01-01',
         ORDINAL_DAY_OF_MONTH: 'do',
+        MONTH_DAY_YEAR_ORDINAL_FORMAT: 'MMMM do, yyyy',
     },
     SMS: {
         DOMAIN: '@expensify.sms',

src/ROUTES.ts

@@ -716,6 +716,10 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/profile/address',
         getRoute: (policyID: string, backTo?: string) => getUrlWithBackToParam(`settings/workspaces/${policyID}/profile/address` as const, backTo),
     },
+    WORKSPACE_PROFILE_PLAN: {
+        route: 'settings/workspaces/:policyID/profile/plan',
+        getRoute: (policyID: string, backTo?: string) => getUrlWithBackToParam(`settings/workspaces/${policyID}/profile/plan` as const, backTo),
+    },
     WORKSPACE_ACCOUNTING: {
         route: 'settings/workspaces/:policyID/accounting',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/accounting` as const,
@@ -979,9 +983,9 @@ const ROUTES = {
         getRoute: (policyID: string, categoryName: string) => `settings/workspaces/${policyID}/category/${encodeURIComponent(categoryName)}` as const,
     },
     WORKSPACE_UPGRADE: {
-        route: 'settings/workspaces/:policyID/upgrade/:featureName',
-        getRoute: (policyID: string, featureName: string, backTo?: string) =>
-            getUrlWithBackToParam(`settings/workspaces/${policyID}/upgrade/${encodeURIComponent(featureName)}` as const, backTo),
+        route: 'settings/workspaces/:policyID/upgrade/:featureName?',
+        getRoute: (policyID: string, featureName?: string, backTo?: string) =>
+            getUrlWithBackToParam(`settings/workspaces/${policyID}/upgrade/${encodeURIComponent(featureName ?? '')}` as const, backTo),
     },
     WORKSPACE_DOWNGRADE: {
         route: 'settings/workspaces/:policyID/downgrade/',
@@ -1162,16 +1166,16 @@ const ROUTES = {
     },
     WORKSPACE_REPORT_FIELDS_LIST_VALUES: {
         route: 'settings/workspaces/:policyID/reportFields/listValues/:reportFieldID?',
-        getRoute: (policyID: string, reportFieldID?: string) => `settings/workspaces/${policyID}/reportFields/listValues/${encodeURIComponent(reportFieldID ?? '')}` as const,
+        getRoute: (policyID: string, reportFieldID?: string) => `settings/workspaces/${policyID}/reportFields/listValues/${reportFieldID ? encodeURIComponent(reportFieldID) : ''}` as const,
     },
     WORKSPACE_REPORT_FIELDS_ADD_VALUE: {
         route: 'settings/workspaces/:policyID/reportFields/addValue/:reportFieldID?',
-        getRoute: (policyID: string, reportFieldID?: string) => `settings/workspaces/${policyID}/reportFields/addValue/${encodeURIComponent(reportFieldID ?? '')}` as const,
+        getRoute: (policyID: string, reportFieldID?: string) => `settings/workspaces/${policyID}/reportFields/addValue/${reportFieldID ? encodeURIComponent(reportFieldID) : ''}` as const,
     },
     WORKSPACE_REPORT_FIELDS_VALUE_SETTINGS: {
         route: 'settings/workspaces/:policyID/reportFields/:valueIndex/:reportFieldID?',
         getRoute: (policyID: string, valueIndex: number, reportFieldID?: string) =>
-            `settings/workspaces/${policyID}/reportFields/${valueIndex}/${encodeURIComponent(reportFieldID ?? '')}` as const,
+            `settings/workspaces/${policyID}/reportFields/${valueIndex}/${reportFieldID ? encodeURIComponent(reportFieldID) : ''}` as const,
     },
     WORKSPACE_REPORT_FIELDS_EDIT_VALUE: {
         route: 'settings/workspaces/:policyID/reportFields/new/:valueIndex/edit',

src/SCREENS.ts

@@ -505,6 +505,7 @@ const SCREENS = {
         TAG_GL_CODE: 'Tag_GL_Code',
         CURRENCY: 'Workspace_Profile_Currency',
         ADDRESS: 'Workspace_Profile_Address',
+        PLAN: 'Workspace_Profile_Plan_Type',
         WORKFLOWS: 'Workspace_Workflows',
         WORKFLOWS_PAYER: 'Workspace_Workflows_Payer',
         WORKFLOWS_APPROVALS_NEW: 'Workspace_Approvals_New',

src/languages/en.ts

@@ -193,6 +193,7 @@ import type {
     WelcomeNoteParams,
     WelcomeToRoomParams,
     WeSentYouMagicSignInLinkParams,
+    WorkspaceLockedPlanTypeParams,
     WorkspaceMemberList,
     WorkspaceOwnerWillNeedToAddOrUpdatePaymentCardParams,
     WorkspaceYouMayJoin,
@@ -2612,6 +2613,7 @@ const translations = {
                         return 'Member';
                 }
             },
+            planType: 'Plan type',
             submitExpense: 'Submit expenses using your workspace chat below:',
             defaultCategory: 'Default category',
         },
@@ -4366,6 +4368,19 @@ const translations = {
                 moreDetails: 'for more details.',
                 gotIt: 'Got it, thanks',
             },
+            commonFeatures: {
+                title: 'Upgrade to the Control plan',
+                note: 'Unlock our most powerful features, including:',
+                benefits: {
+                    note: 'The Control plan starts at $9 per active member per month.',
+                    learnMore: 'Learn more',
+                    pricing: 'about our plans and pricing.',
+                    benefit1: 'Advanced accounting connections (NetSuite, Sage Intacct, and more)',
+                    benefit2: 'Smart expense rules',
+                    benefit3: 'Multi-level approval workflows',
+                    benefit4: 'Enhanced security controls',
+                },
+            },
         },
         restrictedAction: {
             restricted: 'Restricted',
@@ -4469,6 +4484,25 @@ const translations = {
                 andEnableWorkflows: 'and enable workflows, then add approvals to unlock this feature.',
             },
         },
+        planTypePage: {
+            planTypes: {
+                team: {
+                    label: 'Collect',
+                    description: 'For teams looking to automate their processes.',
+                },
+                corporate: {
+                    label: 'Control',
+                    description: 'For organizations with advanced requirements.',
+                },
+            },
+            description: "Choose a plan that's right for you. For a detailed list of features and pricing, check out our",
+            subscriptionLink: 'plan types and pricing help page',
+            lockedPlanDescription: ({count, annualSubscriptionEndDate}: WorkspaceLockedPlanTypeParams) => ({
+                one: `You've committed to 1 active member on the Control plan until your annual subscription ends on ${annualSubscriptionEndDate}. You can switch to pay-per-use subscription and downgrade to the Collect plan starting ${annualSubscriptionEndDate} by disabling auto-renew in`,
+                other: `You've committed to ${count} active members on the Control plan until your annual subscription ends on ${annualSubscriptionEndDate}. You can switch to pay-per-use subscription and downgrade to the Collect plan starting ${annualSubscriptionEndDate} by disabling auto-renew in`,
+            }),
+            subscriptions: 'Subscriptions',
+        },
     },
     getAssistancePage: {
         title: 'Get assistance',

src/languages/es.ts

@@ -193,6 +193,7 @@ import type {
     WelcomeNoteParams,
     WelcomeToRoomParams,
     WeSentYouMagicSignInLinkParams,
+    WorkspaceLockedPlanTypeParams,
     WorkspaceMemberList,
     WorkspaceOwnerWillNeedToAddOrUpdatePaymentCardParams,
     WorkspaceYouMayJoin,
@@ -2636,6 +2637,7 @@ const translations = {
                         return 'Miembro';
                 }
             },
+            planType: 'Tipo de plan',
             submitExpense: 'Envíe los gastos utilizando el chat de su espacio de trabajo:',
             defaultCategory: 'Categoría predeterminada',
         },
@@ -4333,6 +4335,25 @@ const translations = {
             confirmText: 'Sí, exportar de nuevo',
             cancelText: 'Cancelar',
         },
+        planTypePage: {
+            planTypes: {
+                team: {
+                    label: 'Collect',
+                    description: 'Para equipos que buscan automatizar sus procesos.',
+                },
+                corporate: {
+                    label: 'Recolectar',
+                    description: 'Para organizaciones con requisitos avanzados.',
+                },
+            },
+            description: 'Elige el plan adecuado para ti. Para ver una lista detallada de funciones y precios, consulta nuestra',
+            subscriptionLink: 'página de ayuda sobre tipos de planes y precios',
+            lockedPlanDescription: ({count, annualSubscriptionEndDate}: WorkspaceLockedPlanTypeParams) => ({
+                one: `Tienes un compromiso anual de 1 miembro activo en el plan Control hasta el ${annualSubscriptionEndDate}. Puedes cambiar a una suscripción de pago por uso y desmejorar al plan Recopilar a partir del ${annualSubscriptionEndDate} desactivando la renovación automática en`,
+                other: `Tienes un compromiso anual de ${count} miembros activos en el plan Control hasta el ${annualSubscriptionEndDate}. Puedes cambiar a una suscripción de pago por uso y desmejorar al plan Recopilar a partir del ${annualSubscriptionEndDate} desactivando la renovación automática en`,
+            }),
+            subscriptions: 'Suscripciones',
+        },
         upgrade: {
             reportFields: {
                 title: 'Los campos',
@@ -4414,6 +4435,19 @@ const translations = {
                 moreDetails: 'para obtener más información.',
                 gotIt: 'Entendido, gracias.',
             },
+            commonFeatures: {
+                title: 'Mejorar al plan Controlar',
+                note: 'Desbloquea nuestras funciones más potentes, incluyendo:',
+                benefits: {
+                    note: 'El plan Controlar comienza desde $9 por miembro activo al mes.',
+                    learnMore: 'Más información',
+                    pricing: 'sobre nuestros planes y precios.',
+                    benefit1: 'Conexiones avanzadas de contabilidad (NetSuite, Sage Intacct y más)',
+                    benefit2: 'Reglas inteligentes de gastos',
+                    benefit3: 'Flujos de aprobación de varios niveles',
+                    benefit4: 'Controles de seguridad mejorados',
+                },
+            },
         },
         restrictedAction: {
             restricted: 'Restringido',

src/languages/params.ts

@@ -569,6 +569,11 @@ type CurrencyCodeParams = {
     currencyCode: string;
 };
 
+type WorkspaceLockedPlanTypeParams = {
+    count: number;
+    annualSubscriptionEndDate: string;
+};
+
 type CompanyNameParams = {
     companyName: string;
 };
@@ -789,6 +794,7 @@ export type {
     WorkspaceMemberList,
     ImportPerDiemRatesSuccessfullDescriptionParams,
     CurrencyCodeParams,
+    WorkspaceLockedPlanTypeParams,
     CompanyNameParams,
     CustomUnitRateParams,
     ChatWithAccountManagerParams,

src/libs/API/parameters/OpenWorkspacePlanPage.ts

@@ -0,0 +1,5 @@
+type OpenWorkspacePlanPageParams = {
+    policyID: string;
+};
+
+export default OpenWorkspacePlanPageParams;

src/libs/API/parameters/UpgradeToCorporateParams.ts

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

src/libs/API/parameters/index.ts

@@ -356,4 +356,5 @@ export type {default as JoinAccessiblePolicyParams} from './JoinAccessiblePolicy
 export type {default as ImportPerDiemRatesParams} from './ImportPerDiemRatesParams';
 export type {default as ExportPerDiemCSVParams} from './ExportPerDiemCSVParams';
 export type {default as DismissProductTrainingParams} from './DismissProductTraining';
+export type {default as OpenWorkspacePlanPageParams} from './OpenWorkspacePlanPage';
 export type {default as ResetSMSDeliveryFailureParams} from './ResetSMSDeliveryFailureParams';

src/libs/API/types.ts

@@ -958,6 +958,7 @@ const READ_COMMANDS = {
     START_ISSUE_NEW_CARD_FLOW: 'StartIssueNewCardFlow',
     OPEN_CARD_DETAILS_PAGE: 'OpenCardDetailsPage',
     GET_ASSIGNED_SUPPORT_DATA: 'GetAssignedSupportData',
+    OPEN_WORKSPACE_PLAN_PAGE: 'OpenWorkspacePlanPage',
 } as const;
 
 type ReadCommand = ValueOf<typeof READ_COMMANDS>;
@@ -1021,6 +1022,7 @@ type ReadCommandParameters = {
     [READ_COMMANDS.START_ISSUE_NEW_CARD_FLOW]: Parameters.StartIssueNewCardFlowParams;
     [READ_COMMANDS.OPEN_CARD_DETAILS_PAGE]: Parameters.OpenCardDetailsPageParams;
     [READ_COMMANDS.GET_ASSIGNED_SUPPORT_DATA]: Parameters.GetAssignedSupportDataParams;
+    [READ_COMMANDS.OPEN_WORKSPACE_PLAN_PAGE]: Parameters.OpenWorkspacePlanPageParams;
 };
 
 const SIDE_EFFECT_REQUEST_COMMANDS = {

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

@@ -271,6 +271,7 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.CURRENCY]: () => require<ReactComponentModule>('../../../../pages/workspace/WorkspaceProfileCurrencyPage').default,
     [SCREENS.WORKSPACE.CATEGORY_SETTINGS]: () => require<ReactComponentModule>('../../../../pages/workspace/categories/CategorySettingsPage').default,
     [SCREENS.WORKSPACE.ADDRESS]: () => require<ReactComponentModule>('../../../../pages/workspace/WorkspaceProfileAddressPage').default,
+    [SCREENS.WORKSPACE.PLAN]: () => require<ReactComponentModule>('../../../../pages/workspace/WorkspaceProfilePlanTypePage').default,
     [SCREENS.WORKSPACE.CATEGORIES_SETTINGS]: () => require<ReactComponentModule>('../../../../pages/workspace/categories/WorkspaceCategoriesSettingsPage').default,
     [SCREENS.WORKSPACE.CATEGORIES_IMPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/categories/ImportCategoriesPage').default,
     [SCREENS.WORKSPACE.CATEGORIES_IMPORTED]: () => require<ReactComponentModule>('../../../../pages/workspace/categories/ImportedCategoriesPage').default,

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -5,6 +5,7 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
     [SCREENS.WORKSPACE.PROFILE]: [
         SCREENS.WORKSPACE.NAME,
         SCREENS.WORKSPACE.ADDRESS,
+        SCREENS.WORKSPACE.PLAN,
         SCREENS.WORKSPACE.CURRENCY,
         SCREENS.WORKSPACE.DESCRIPTION,
         SCREENS.WORKSPACE.SHARE,

src/libs/Navigation/linkingConfig/config.ts

@@ -365,6 +365,9 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.ADDRESS]: {
                             path: ROUTES.WORKSPACE_PROFILE_ADDRESS.route,
                         },
+                        [SCREENS.WORKSPACE.PLAN]: {
+                            path: ROUTES.WORKSPACE_PROFILE_PLAN.route,
+                        },
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_IMPORT]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_IMPORT.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_CHART_OF_ACCOUNTS.route},
                         [SCREENS.WORKSPACE.ACCOUNTING.QUICKBOOKS_ONLINE_CLASSES]: {path: ROUTES.POLICY_ACCOUNTING_QUICKBOOKS_ONLINE_CLASSES.route},

src/libs/Navigation/types.ts

@@ -246,7 +246,7 @@ type SettingsNavigatorParamList = {
     };
     [SCREENS.WORKSPACE.UPGRADE]: {
         policyID: string;
-        featureName: string;
+        featureName?: string;
         backTo?: Routes;
         categoryId?: string;
     };

src/libs/Permissions.ts

@@ -28,7 +28,7 @@ function canUseCategoryAndTagApprovers(betas: OnyxEntry<Beta[]>): boolean {
 function canUseCombinedTrackSubmit(): boolean {
     // We don't need to show this to all betas since this will be used for developing a feature for A/B testing.
     const session = SessionUtils.getSession();
-    return isAccountIDEven(session?.accountID ?? -1);
+    return isAccountIDEven(session?.accountID ?? CONST.DEFAULT_NUMBER_ID);
 }
 
 function canUsePerDiem(betas: OnyxEntry<Beta[]>): boolean {
@@ -47,6 +47,14 @@ function canUseLinkPreviews(): boolean {
     return false;
 }
 
+/**
+ * Workspace downgrade is temporarily disabled
+ * API is being integrated in this GH issue https://github.com/Expensify/App/issues/51494
+ */
+function canUseWorkspaceDowngrade() {
+    return false;
+}
+
 export default {
     canUseDefaultRooms,
     canUseLinkPreviews,
@@ -55,5 +63,6 @@ export default {
     canUseCombinedTrackSubmit,
     canUseCategoryAndTagApprovers,
     canUsePerDiem,
+    canUseWorkspaceDowngrade,
     shouldShowProductTrainingElements,
 };