Policy AI Rules

src/CONST/index.ts

@@ -4685,6 +4685,12 @@ const CONST = {
             BLOCK: 'block',
         },
     },
+    AI_RULES: {
+        TAB_SELECTOR: {
+            SUGGESTED: 'suggested',
+            EDIT: 'edit',
+        },
+    },
 
     get SUBSCRIPTION_PRICES() {
         return {
@@ -9844,6 +9850,9 @@ const CONST = {
                 SPEND_RULE_SECTION_ITEM: 'WorkspaceRules-SpendRuleSectionItem',
                 SPEND_RULE_SAVE: 'WorkspaceRules-SpendRuleSave',
                 SPEND_RULE_RESTRICTION_TYPE: 'WorkspaceRules-SpendRuleRestrictionType',
+                AI_RULE_ITEM: 'WorkspaceRules-AIRuleItem',
+                ADD_AI_RULE: 'WorkspaceRules-AddAIRule',
+                AI_RULE_SAVE: 'WorkspaceRules-AIRuleSave',
             },
             EXPENSIFY_CARD: {
                 ISSUE_CARD_BUTTON: 'WorkspaceExpensifyCard-IssueCardButton',

src/ONYXKEYS.ts

@@ -1180,6 +1180,8 @@ const ONYXKEYS = {
         EDIT_AGENT_NAME_FORM_DRAFT: 'editAgentNameFormDraft',
         EDIT_AGENT_PROMPT_FORM: 'editAgentPromptForm',
         EDIT_AGENT_PROMPT_FORM_DRAFT: 'editAgentPromptFormDraft',
+        ADD_AI_RULE_FORM: 'addAIRuleForm',
+        ADD_AI_RULE_FORM_DRAFT: 'addAIRuleFormDraft',
     },
     DERIVED: {
         REPORT_ATTRIBUTES: 'reportAttributes',
@@ -1331,6 +1333,7 @@ type OnyxFormValuesMapping = {
     [ONYXKEYS.FORMS.CREATE_DOMAIN_GROUP_FORM]: FormTypes.DomainGroupCreateForm;
     [ONYXKEYS.FORMS.EDIT_AGENT_NAME_FORM]: FormTypes.EditAgentNameForm;
     [ONYXKEYS.FORMS.EDIT_AGENT_PROMPT_FORM]: FormTypes.EditAgentPromptForm;
+    [ONYXKEYS.FORMS.ADD_AI_RULE_FORM]: FormTypes.AddAIRuleForm;
 };
 
 type OnyxFormDraftValuesMapping = {

src/ROUTES.ts

@@ -3248,6 +3248,14 @@ const ROUTES = {
         route: 'workspaces/:policyID/rules/merchant-rules/:ruleID/preview-matches',
         getRoute: (policyID: string, ruleID?: string) => `workspaces/${policyID}/rules/merchant-rules/${ruleID ?? 'new'}/preview-matches` as const,
     },
+    RULES_AI_NEW: {
+        route: 'workspaces/:policyID/rules/ai-rules/new',
+        getRoute: (policyID: string) => `workspaces/${policyID}/rules/ai-rules/new` as const,
+    },
+    RULES_AI_EDIT: {
+        route: 'workspaces/:policyID/rules/ai-rules/:ruleID',
+        getRoute: (policyID: string, ruleID: string) => `workspaces/${policyID}/rules/ai-rules/${ruleID}` as const,
+    },
     SHARE_ROOT: 'share/root',
     SHARE_ROOT_SHARE: 'share/root/share',
     SHARE_ROOT_SUBMIT: 'share/root/submit',

src/SCREENS.ts

@@ -914,6 +914,7 @@ const SCREENS = {
         RULES_MERCHANT_EDIT: 'Rules_Merchant_Edit',
         RULES_SPEND_MERCHANTS: 'Rules_Spend_Merchants',
         RULES_SPEND_MERCHANT_EDIT: 'Rules_Spend_Merchant_Edit',
+        RULES_AI_NEW: 'Rules_AI_New',
         PER_DIEM: 'Per_Diem',
         PER_DIEM_IMPORT: 'Per_Diem_Import',
         PER_DIEM_IMPORTED: 'Per_Diem_Imported',

src/languages/en.ts

@@ -334,6 +334,7 @@ const translations = {
         tag: 'Tag',
         receipt: 'Receipt',
         verified: 'Verified',
+        suggestted: 'Suggested',
         replace: 'Replace',
         distance: 'Distance',
         mile: 'mile',
@@ -7311,6 +7312,15 @@ const translations = {
                     [CONST.SPEND_RULES.CATEGORIES.TRAVEL_AGENCIES]: 'Travel agencies',
                 },
             },
+            aiRules: {
+                title: 'AI rules',
+                subtitle: 'Describe flexible runs that runs when you need',
+                addRule: 'Add AI rule',
+                findRule: 'Find AI rule',
+                addRuleTitle: 'Add rule',
+                describeRuleTitle: 'Describe your rule',
+                describeRuleSubtitle: 'Describe your rule and Concierge will build it',
+            },
         },
         planTypePage: {
             planTypes: {

src/libs/API/parameters/AddPolicyAIRuleParams.ts

@@ -0,0 +1,7 @@
+type AddPolicyAIRuleParams = {
+    policyID: string;
+    aiRuleID: string;
+    prompt: string;
+};
+
+export default AddPolicyAIRuleParams;

src/libs/API/parameters/index.ts

@@ -372,6 +372,7 @@ export type {default as SetPolicyExpenseMaxAmountNoReceipt} from './SetPolicyExp
 export type {default as SetPolicyExpenseMaxAmountNoItemizedReceipt} from './SetPolicyExpenseMaxAmountNoItemizedReceipt';
 export type {default as SetPolicyExpenseMaxAmount} from './SetPolicyExpenseMaxAmount';
 export type {default as SetPolicyExpenseMaxAge} from './SetPolicyExpenseMaxAge';
+export type {default as AddPolicyAIRuleParams} from './AddPolicyAIRuleParams';
 export type {default as UpdateCustomRules} from './UpdateCustomRules';
 export type {default as SetPolicyBillableModeParams} from './SetPolicyBillableModeParams';
 export type {default as SetPolicyCashExpenseModeParams} from './SetPolicyCashExpenseModeParams';

src/libs/API/types.ts

@@ -278,7 +278,8 @@ const WRITE_COMMANDS = {
     SET_POLICY_EXPENSE_MAX_AMOUNT_NO_ITEMIZED_RECEIPT: 'SetPolicyExpenseMaxAmountNoItemizedReceipt',
     SET_POLICY_EXPENSE_MAX_AMOUNT: 'SetPolicyExpenseMaxAmount',
     SET_POLICY_PROHIBITED_EXPENSES: 'SetPolicyProhibitedExpenses',
-    SET_POLICY_EXPENSE_MAX_AGE: ' SetPolicyExpenseMaxAge',
+    SET_POLICY_EXPENSE_MAX_AGE: 'SetPolicyExpenseMaxAge',
+    ADD_POLICY_AI_RULE: 'AddPolicyAIRule',
     UPDATE_CUSTOM_RULES: 'UpdateCustomRules',
     SET_POLICY_BILLABLE_MODE: 'SetPolicyBillableMode',
     SET_POLICY_REIMBURSABLE_MODE: 'SetPolicyReimbursableMode',
@@ -942,6 +943,7 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.SET_POLICY_EXPENSE_MAX_AMOUNT_NO_ITEMIZED_RECEIPT]: Parameters.SetPolicyExpenseMaxAmountNoItemizedReceipt;
     [WRITE_COMMANDS.SET_POLICY_EXPENSE_MAX_AMOUNT]: Parameters.SetPolicyExpenseMaxAmount;
     [WRITE_COMMANDS.SET_POLICY_EXPENSE_MAX_AGE]: Parameters.SetPolicyExpenseMaxAge;
+    [WRITE_COMMANDS.ADD_POLICY_AI_RULE]: Parameters.AddPolicyAIRuleParams;
     [WRITE_COMMANDS.UPDATE_CUSTOM_RULES]: Parameters.UpdateCustomRules;
     [WRITE_COMMANDS.SET_POLICY_BILLABLE_MODE]: Parameters.SetPolicyBillableModeParams;
     [WRITE_COMMANDS.SET_POLICY_REIMBURSABLE_MODE]: Parameters.SetPolicyCashExpenseModeParams;

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

@@ -1077,6 +1077,7 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.RULES_MERCHANT_BILLABLE]: () => require<ReactComponentModule>('../../../../pages/workspace/rules/MerchantRules/AddBillablePage').default,
     [SCREENS.WORKSPACE.RULES_MERCHANT_PREVIEW_MATCHES]: () => require<ReactComponentModule>('../../../../pages/workspace/rules/MerchantRules/PreviewMatchesPage').default,
     [SCREENS.WORKSPACE.RULES_MERCHANT_EDIT]: () => require<ReactComponentModule>('../../../../pages/workspace/rules/MerchantRules/EditMerchantRulePage').default,
+    [SCREENS.WORKSPACE.RULES_AI_NEW]: () => require<ReactComponentModule>('../../../../pages/workspace/rules/AIRules/AddAIRulePage').default,
     [SCREENS.WORKSPACE.PER_DIEM_IMPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/perDiem/ImportPerDiemPage').default,
     [SCREENS.WORKSPACE.PER_DIEM_IMPORTED]: () => require<ReactComponentModule>('../../../../pages/workspace/perDiem/ImportedPerDiemPage').default,
     [SCREENS.WORKSPACE.PER_DIEM_SETTINGS]: () => require<ReactComponentModule>('../../../../pages/workspace/perDiem/WorkspacePerDiemSettingsPage').default,

src/libs/Navigation/linkingConfig/RELATIONS/WORKSPACE_TO_RHP.ts

@@ -353,6 +353,7 @@ const WORKSPACE_TO_RHP: Partial<Record<keyof WorkspaceSplitNavigatorParamList, s
         SCREENS.WORKSPACE.RULES_MERCHANT_BILLABLE,
         SCREENS.WORKSPACE.RULES_MERCHANT_PREVIEW_MATCHES,
         SCREENS.WORKSPACE.RULES_MERCHANT_EDIT,
+        SCREENS.WORKSPACE.RULES_AI_NEW,
     ],
     [SCREENS.WORKSPACE.RECEIPT_PARTNERS]: [
         SCREENS.WORKSPACE.RECEIPT_PARTNERS_INVITE,

src/libs/Navigation/linkingConfig/config.ts

@@ -1365,6 +1365,9 @@ const config: LinkingOptions<RootNavigatorParamList>['config'] = {
                         [SCREENS.WORKSPACE.RULES_MERCHANT_EDIT]: {
                             path: ROUTES.RULES_MERCHANT_EDIT.route,
                         },
+                        [SCREENS.WORKSPACE.RULES_AI_NEW]: {
+                            path: ROUTES.RULES_AI_NEW.route,
+                        },
                         [SCREENS.WORKSPACE.PER_DIEM_IMPORT]: {
                             path: ROUTES.WORKSPACE_PER_DIEM_IMPORT.route,
                         },

src/libs/Navigation/types.ts

@@ -1529,6 +1529,9 @@ type SettingsNavigatorParamList = {
         ruleID: string;
         merchantIndex: string;
     };
+    [SCREENS.WORKSPACE.RULES_AI_NEW]: {
+        policyID: string;
+    };
     [SCREENS.WORKSPACE.RULES_MERCHANT_MERCHANT_TO_MATCH]: {
         policyID: string;
         ruleID: string;

src/libs/actions/Policy/Rules.ts

@@ -1,6 +1,7 @@
 import type {OnyxUpdate} from 'react-native-onyx';
 import Onyx from 'react-native-onyx';
 import * as API from '@libs/API';
+import {AddPolicyAIRuleParams} from '@libs/API/parameters';
 import type OpenPolicyRulesPageParams from '@libs/API/parameters/OpenPolicyRulesPageParams';
 import type SetPolicyCodingRuleParams from '@libs/API/parameters/SetPolicyCodingRuleParams';
 import {READ_COMMANDS, WRITE_COMMANDS} from '@libs/API/types';
@@ -13,6 +14,7 @@
 import type {MerchantRuleForm} from '@src/types/form';
 import type Policy from '@src/types/onyx/Policy';
 import type {CodingRule, CodingRuleFilter, CodingRuleTax} from '@src/types/onyx/Policy';
+import type {OnyxData} from '@src/types/onyx/Request';
 
 /**
  * Builds the tax object from a tax key and policy
@@ -324,4 +326,73 @@
     API.write(WRITE_COMMANDS.SET_POLICY_CODING_RULE, parameters, onyxData);
 }
 
-export {openPolicyRulesPage, setPolicyCodingRule, deletePolicyCodingRule, getTransactionsMatchingCodingRule};
+function addPolicyAIRule(policyID: string, aiRuleID: string, prompt: string) {
+    if (!policyID || !aiRuleID || !prompt) {
+        Log.warn('Invalid params for addPolicyAIRule', {policyID, aiRuleID, prompt});
+        return;
+    }
+
+    const policyKey = `${ONYXKEYS.COLLECTION.POLICY}${policyID}` as const;
+
+    const onyxData: OnyxData<typeof ONYXKEYS.COLLECTION.POLICY> = {
+        optimisticData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: policyKey,
+                value: {
+                    rules: {
+                        aiRules: {
+                            [aiRuleID]: {
+                                ruleID: aiRuleID,
+                                created: new Date().toISOString(),
+                                prompt,
+                                pendingAction: CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD,
+                            },
+                        },
+                    },
+                },
+            },
+        ],
+        successData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: policyKey,
+                value: {
+                    rules: {
+                        aiRules: {
+                            [aiRuleID]: {
+                                pendingAction: null,
+                                errors: null,
+                            },
+                        },
+                    },
+                },
+            },
+        ],
+        failureData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: policyKey,
+                value: {
+                    rules: {
+                        aiRules: {
+                            [aiRuleID]: {
+                                pendingAction: null,
+                            },
+                        },
+                    },
+                },
+            },
+        ],
+    };
+
+    const parameters: AddPolicyAIRuleParams = {
+        policyID,
+        aiRuleID,
+        prompt,
+    };
+
+    API.write(WRITE_COMMANDS.ADD_POLICY_AI_RULE, parameters, onyxData);
+}
+
+export {openPolicyRulesPage, setPolicyCodingRule, deletePolicyCodingRule, getTransactionsMatchingCodingRule, addPolicyAIRule};