[Due for payment 2026-07-17] [Bulk workspace edits] Release 2: remove Control-only restriction + Upgrade page [7]

[francoisl]

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

Task

This is the Release 2 upgrade-flow work on the App side.

1. Remove the plan-type filter in CopyPolicySettingsSelectWorkspacesPage (added in Issue 3). All admin-accessible workspaces now appear as eligible targets regardless of plan.

2. New RHP step: Upgrade. Insert between "Select Features" and "Confirm". Only rendered when both:

   • At least one selected feature is Control-only (use canPolicyAccessFeature() from src/libs/PolicyUtils.ts)
   • At least one target workspace is on the Collect (Team) plan

   Otherwise the flow skips straight to Confirm.

3. New route + screen.

   • Screen: POLICY_COPY_SETTINGS.UPGRADE = 'Policy_Copy_Settings_Upgrade'
   • Route: policy/:policyID/copy-settings/upgrade
   • Page: pages/workspace/copyPolicySettings/CopyPolicySettingsUpgradePage.tsx

4. Confirmation action. The page's primary button calls UpgradeToCorporate with the IDs of all selected Collect workspaces. This relies on the Auth + Web-E changes from backend Issue 5 (bulk UpgradeToCorporate), so the frontend call should pass policyIDList instead of policyID.

Also register the new screen in the modal stack, linking config, and WORKSPACES_LIST_TO_RHP.ts — mirroring what Issue 1 did for the other three screens.

Relevant design doc section: "[App] Remove Control-only target restriction and add upgrade step".

Depends on Issues 3 and 4, plus backend Issue 5 for the bulk-upgrade API shape.

Issue Owner

Current Issue Owner: @mallenexpensify

[yuwenmemon]

Implementation ongoing.

[ishpaul777]

@fedirjh Will you be able to take this?

[fedirjh]

Will you be able to take this?

Yep on it.