[Due for payment 2026-05-28] [Bulk workspace edits] Actions: buildCopyPolicySettingsData + helpers + entry point [2]

[francoisl]

• Part of project Add Bulk Workspace Edits
• Parent issue (internal)
• Design doc (internal)

Task

Create src/libs/actions/Policy/CopyPolicySettings.ts. This file owns all logic that talks to Onyx and the API for the copy flow.

It should export:

1. setCopyPolicySettingsData(data: Partial<CopyPolicySettings>) — merge helper for the COPY_POLICY_SETTINGS Onyx key.
2. clearCopyPolicySettings() — clears the key when the flow exits.
3. requestCopyPolicySettingsNotification() — fires CopyPolicySettings_Notify via API.write.
4. PARTS_TO_POLICY_FIELDS — the map of part key → list of Policy field names (see Step 1 table in the design doc). This powers pendingFields expansion.
5. buildCopyPolicySettingsData(sourcePolicy, targetPolicies, parts, allPolicyCategories, allPolicyTags) — returns {optimisticData, successData, failureData} following the 4-step algorithm in the design doc:
   • Step 1: build the field patch from parts using the mapping table
   • Step 2: for each target policy, push optimistic/success/failure updates with pendingFields keyed by the expanded Policy field names (not by part names — see the reviewer comment resolved in the doc)
   • Step 3: SET-level overwrite of POLICY_CATEGORIES and POLICY_TAGS collection keys, with failure data restoring the snapshot
   • Step 4: drive the isLoading flag on COPY_POLICY_SETTINGS itself
6. copyPolicySettings(...) — entry point: calls buildCopyPolicySettingsData, then API.write(WRITE_COMMANDS.COPY_POLICY_SETTINGS, params, {optimisticData, successData, failureData}).

Include unit tests for buildCopyPolicySettingsData covering:

• Each part key in isolation (correct fields marked pending, correct values patched)
• Collection key overwrite for categories and tags
• Failure data fully restores the target's pre-copy state
• customUnits preservation (use target's existing unit ID; generate a new one only when absent)

Relevant design doc sections: "[App] Actions", including the PARTS_TO_POLICY_FIELDS helper block and all four steps under buildCopyPolicySettingsData.

Depends on Issue 1.

Issue Owner

Current Issue Owner: @ShridharGoel

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.3.78-1 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• [No QA] [Bulk workspace edits] Add CopyPolicySettings action file and tests #89963

If no regressions arise, payment will be issued on 2026-05-28. 🎊

For reference, here are some details about the assignees on this issue:

• @fedirjh does not require payment (Contractor)