[HOLD for payment 2024-03-07] [$500] [HIGH] [Instant Submit] for Collect: Allow `Request Money` from expense reports on paid, instant submit workspaces

[Beamanator]

Related to https://github.com/Expensify/Expensify/issues/334111

• Bugs found via testing steps found in this doc

Flow:

Pre-testing steps

1. Create a new collect policy on OldDot and;
   1. Enable scheduled submit with a frequency of Instant (this should happen by default with Expensify accounts, or accounts on paidPolicyInstantSubmit beta)
   2. Invite an additional user to the policy to play the member role in these testing flows
2. Run the script stated here (in OldDot, when the workspace Settings page is open) to enable the policy for workspace creation for a paid plan.

   p = Policy.getCurrent();
   p.policy.isPolicyExpenseChatEnabled = "true";
   p.save();
   

Test steps

1. In OldDot: As submitter, create a report
2. In NewDot: As submitter, open policy expense chat -> expense report
3. Click + Actions (next to ReportActionCompose - not the global create + green button)
4. Verify you see "Request Money"
5. Click Request Money, make a request, and make sure it works correctly

Currently we're blocked on 4 ^ - the "Request money" option does not show, I see:

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~017a306e71b6f19bb2
• Upwork Job ID: 1754502730371850240
• Last Price Increase: 2024-02-19
• Automatic offers:
• Ollyws | Reviewer | 0
• rojiphil | Contributor | 0

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~017a306e71b6f19bb2

[melvin-bot]

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

[Beamanator]

No takers, I wonder why? This seemed pretty simple to fix, maybe the setup is too time consuming? It shouldn't be, but maybe it looks complicated?

[rojiphil]

Wondering how to set Scheduled Submit to Instant. I do not see that option

[Beamanator]

Good question @rojiphil - you need to be on the paidPolicyInstantSubmit beta - you can DM me in Slack (or NewDot) and I'll add you to the beta :D