[CFI] Approved! - Add the ability to create a workspace for a client.

[trjExpensify]

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Issue reported by: @trjExpensify
Slack conversation: #migrate

Action Performed:

1. Set an account as an Approved! Accountant, such that isApprovedAccountant: true
2. Go to Workspaces > Click "New workspace"

Expected Result:

This is a Classic feature we're bringing over to NewDot, that's available only for accounts that are marked as Approved! Accountants.

In the "Confirm workspace" modal:

1. Show the Plan type row to access the plan type selector.
   • Default the value to Control if the user is a member of any Control workspaces. Else, default to Collect.
2. Show the Owner row to access the standard participant selector (Recents, Contacts etc)
   • Default to the account taking the action to create a new workspace
   • Whichever account gets selected here should be made the owner of the workspace upon creation.
3. Show the "Keep me as an admin" toggle when they select an owner other than themself.
   • The toggle should be enabled by default when shown.
   • This controls setting makeMeAdmin: true || false to keep the creator on the workspace as an admin, or not.

Actual Result:

A! accountants can't currently create workspace for their clients.

Workaround:

Switch back to Classic or create the workspace and ask the client to take over billing.

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari

Screenshots/Videos

In-line above.

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Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @allgandalf

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @QichenZhu (External)

[melvin-bot]

Current assignee @trjExpensify is eligible for the NewFeature assigner, not assigning anyone new.

[melvin-bot]

Current assignee @dubielzyk-expensify is eligible for the NewFeature assigner, not assigning anyone new.

[huult]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Add the ability to create a workspace for a client.

What is the root cause of that problem?

New feature

What changes do you think we should make in order to solve the problem?

1. Add new form fields: PLAN_TYPE, OWNER_EMAIL, MAKE_ME_ADMIN
2. Read account.isApprovedAccountant from Onyx
3. Detect Control workspace membership to set default plan type
4. Initialize state: plan type, owner (self), makeMeAdmin = true
5. Show Plan Type, Owner, and “Keep me as an admin” UI for Approved Accountants only
6. Show admin toggle only when owner ≠ current user
7. Pass new values on submit to createWorkspaceWithPolicyDraftAndNavigateToIt
8. Add translation for “Keep me as an admin”

Test branch

What alternative solutions did you explore? (Optional)

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