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

[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
   • Related to [HOLD for payment 2024-02-09] [HIGH] Ensure the expense is added to report from which it was requested from #34906 (comment)
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 Owner

Current Issue Owner: @garrettmknight

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~01f9e4f88d7ec8247b

[melvin-bot]

Triggered auto assignment to Contributor Plus for review of internal employee PR - @hoangzinh (Internal)

[Beamanator]

Technically all backend changes are ready on staging, so I'll take this off hold soon!

[Beamanator]

Looking for volunteer via Hot Pick label