Skip to content

[HOLD for payment 2024-03-18] [HIGH] [Instant Submit] for Collect: Improve creating expenses on Instant Submit paid plans, from NewDot #34955

Description

@Beamanator

Holding on https://github.com/Expensify/Expensify/issues/360667

Instant Submit for Collect Workspaces Design Doc

Tracking GH issue: https://github.com/Expensify/Expensify/issues/334111

Goal for this issue: Make sure these flows work perfectly in NewDot, for Paid plans on Instant Submit

  1. In Workspace chat, click report preview of a report to open the expense report
  2. Request money (this currently isn't possible for submitted reports, in NewDot)
  3. Verify the request / expense gets added to that correct expense report
  4. Navigate back to the workspace chat & request money there
  5. Verify the request / expense gets added to the most recently created expense report
    1. It looks like we currently optimistically try to find an OPEN report in NewDot to add a money request to & if we don't find one, we optimistically create a new Report Preview. We will need to update this to look for Processing as well, only if the policy is Instant Submit!
    2. We're also having a discussion about "do we need this to be added to the most recent expense report or any" in slack here.
Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~01f9e4f88d7ec8247b
  • Upwork Job ID: 1749734239297155072
  • Last Price Increase: 2024-01-23
Issue OwnerCurrent Issue Owner: @garrettmknight

Metadata

Metadata

Labels

Awaiting PaymentAuto-added when associated PR is deployed to productionDailyKSv2InternalRequires API changes or must be handled by Expensify staff

Type

No type

Fields

No fields configured for issues without a type.

Projects

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions