feat: Submit workspace creation + onboarding flow (Wave 2)

src/CONST/index.ts

@@ -888,6 +888,7 @@ const CONST = {
         GUSTO: 'gustoNewDot',
         BULK_EDIT: 'bulkEdit',
         NEW_MANUAL_EXPENSE_FLOW: 'newManualExpenseFlow',
+        SUBMIT_2026: 'submit2026',
         BULK_SUBMIT_APPROVE_PAY: 'bulkSubmitApprovePay',
     },
     BUTTON_STATES: {
@@ -3502,6 +3503,8 @@ const CONST = {
 
             // Often referred to as "collect" workspaces
             TEAM: 'team',
+
+            SUBMIT: 'submit2026',
         },
         RULE_CONDITIONS: {
             MATCHES: 'matches',
@@ -3520,6 +3523,7 @@ const CONST = {
             ADMIN: 'admin',
             AUDITOR: 'auditor',
             USER: 'user',
+            EDITOR: 'editor',
         },
         AUTO_REIMBURSEMENT_MAX_LIMIT_CENTS: 2000000,
 

src/components/SidePanel/SidePanelContextProvider.tsx

@@ -10,7 +10,7 @@ import useWindowDimensions from '@hooks/useWindowDimensions';
 import SidePanelActions from '@libs/actions/SidePanel';
 import DateUtils from '@libs/DateUtils';
 import focusComposerWithDelay from '@libs/focusComposerWithDelay';
-import {isPolicyAdmin, shouldShowPolicy} from '@libs/PolicyUtils';
+import {canEditWorkspaceSettings, shouldShowPolicy} from '@libs/PolicyUtils';
 import ReportActionComposeFocusManager from '@libs/ReportActionComposeFocusManager';
 import variables from '@styles/variables';
 import CONST from '@src/CONST';
@@ -82,7 +82,7 @@ function SidePanelContextProvider({children}: PropsWithChildren) {
 
     const isRHPAdminsRoom = onboardingRHPVariant === CONST.ONBOARDING_RHP_VARIANT.RHP_ADMINS_ROOM;
     const isRHPHomePage = onboardingRHPVariant === CONST.ONBOARDING_RHP_VARIANT.RHP_HOME_PAGE;
-    const isUserAdmin = isPolicyAdmin(activePolicy, sessionEmail);
+    const isUserAdmin = canEditWorkspaceSettings(activePolicy);
     const isPolicyActive = shouldShowPolicy(activePolicy, false, sessionEmail ?? '');
     const adminsChatReportID = activePolicy?.chatReportIDAdmins?.toString();
 

src/components/WorkspaceMemberRoleList.tsx

@@ -3,10 +3,12 @@ import {View} from 'react-native';
 import type {OnyxEntry} from 'react-native-onyx';
 import type {ValueOf} from 'type-fest';
 import useLocalize from '@hooks/useLocalize';
+import useOnyx from '@hooks/useOnyx';
 import useThemeStyles from '@hooks/useThemeStyles';
 import Navigation from '@libs/Navigation/Navigation';
-import {isControlPolicy} from '@libs/PolicyUtils';
+import {isControlPolicy, isPolicyAdmin} from '@libs/PolicyUtils';
 import CONST from '@src/CONST';
+import ONYXKEYS from '@src/ONYXKEYS';
 import type {Route} from '@src/ROUTES';
 import type {Policy} from '@src/types/onyx';
 import HeaderWithBackButton from './HeaderWithBackButton';
@@ -32,6 +34,7 @@ type WorkspaceMemberRoleListProps = {
 function WorkspaceMemberRoleList({role, policy, navigateBackTo = undefined, isLoading = false, onSelectRole = () => {}}: WorkspaceMemberRoleListProps) {
     const {translate} = useLocalize();
     const styles = useThemeStyles();
+    const [session] = useOnyx(ONYXKEYS.SESSION);
 
     const workspaceRoles: ListItemType[] = [
         {
@@ -58,7 +61,18 @@ function WorkspaceMemberRoleList({role, policy, navigateBackTo = undefined, isLo
     ];
 
     const isPolicyControl = isControlPolicy(policy);
-    const availableRoleItems: ListItemType[] = workspaceRoles.filter((item) => isPolicyControl || item.value !== CONST.POLICY.ROLE.AUDITOR);
+    // Only strict admins can assign the ADMIN role. Editors (e.g. Submit workspace owners) can
+    // invite/manage members but must not be able to escalate anyone to admin.
+    const canAssignAdminRole = isPolicyAdmin(policy, session?.email);
+    const availableRoleItems: ListItemType[] = workspaceRoles.filter((item) => {
+        if (item.value === CONST.POLICY.ROLE.AUDITOR && !isPolicyControl) {
+            return false;
+        }
+        if (item.value === CONST.POLICY.ROLE.ADMIN && !canAssignAdminRole) {
+            return false;
+        }
+        return true;
+    });
 
     return (
         <>

src/hooks/useAutoCreateSubmitWorkspace.ts

@@ -0,0 +1,120 @@
+import {hasSeenTourSelector} from '@selectors/Onboarding';
+import {useCallback, useMemo} from 'react';
+import type {OnyxCollection} from 'react-native-onyx';
+import {navigateToSubmitWorkspaceAfterOnboardingWithMicrotaskQueue} from '@libs/navigateAfterOnboarding';
+import {createDisplayName} from '@libs/PersonalDetailsUtils';
+import {canEditWorkspaceSettings, isGroupPolicy} from '@libs/PolicyUtils';
+import {createWorkspace, generateDefaultWorkspaceName, generatePolicyID} from '@userActions/Policy/Policy';
+import {completeOnboarding} from '@userActions/Report';
+import {setOnboardingAdminsChatReportID, setOnboardingPolicyID} from '@userActions/Welcome';
+import CONST from '@src/CONST';
+import ONYXKEYS from '@src/ONYXKEYS';
+import {lastWorkspaceNumberSelector} from '@src/selectors/Policy';
+import type {Policy} from '@src/types/onyx';
+import useCurrentUserPersonalDetails from './useCurrentUserPersonalDetails';
+import useHasActiveAdminPolicies from './useHasActiveAdminPolicies';
+import useLocalize from './useLocalize';
+import useOnboardingMessages from './useOnboardingMessages';
+import useOnyx from './useOnyx';
+import usePreferredPolicy from './usePreferredPolicy';
+
+/**
+ * Hook that provides a function to auto-create a Submit workspace for EMPLOYER
+ * users during onboarding and complete the onboarding flow.
+ *
+ * Shared by BaseOnboardingPersonalDetails, BaseOnboardingPurpose, and BaseOnboardingWorkspaces.
+ */
+function useAutoCreateSubmitWorkspace() {
+    const [onboardingPolicyID] = useOnyx(ONYXKEYS.ONBOARDING_POLICY_ID);
+    const [onboardingAdminsChatReportID] = useOnyx(ONYXKEYS.ONBOARDING_ADMINS_CHAT_REPORT_ID);
+    const [introSelected] = useOnyx(ONYXKEYS.NVP_INTRO_SELECTED);
+    const [isSelfTourViewed] = useOnyx(ONYXKEYS.NVP_ONBOARDING, {selector: hasSeenTourSelector});
+    const [betas] = useOnyx(ONYXKEYS.BETAS);
+    const [session] = useOnyx(ONYXKEYS.SESSION);
+    const groupPolicySelector = useMemo(
+        () => (policies: OnyxCollection<Policy>) => Object.values(policies ?? {}).some((policy) => isGroupPolicy(policy) && canEditWorkspaceSettings(policy)),
+        [],
+    );
+    const lastWorkspaceNumberWithEmailSelector = useCallback(
+        (policies: OnyxCollection<Policy>) => {
+            return lastWorkspaceNumberSelector(policies, session?.email ?? '');
+        },
+        [session?.email],
+    );
+    const [hasEditableGroupPolicy] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {selector: groupPolicySelector});
+    const [lastWorkspaceNumber] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {selector: lastWorkspaceNumberWithEmailSelector});
+    const [activePolicyID] = useOnyx(ONYXKEYS.NVP_ACTIVE_POLICY_ID);
+    const currentUserPersonalDetails = useCurrentUserPersonalDetails();
+    const {translate, formatPhoneNumber} = useLocalize();
+    const {isRestrictedPolicyCreation} = usePreferredPolicy();
+    const hasActiveAdminPolicies = useHasActiveAdminPolicies();
+    const {onboardingMessages} = useOnboardingMessages();
+
+    const autoCreateSubmitWorkspace = useCallback(
+        (firstName: string, lastName: string) => {
+            const shouldCreateWorkspace = !isRestrictedPolicyCreation && !onboardingPolicyID && !hasEditableGroupPolicy;
+            const displayName = createDisplayName(session?.email ?? '', {firstName, lastName}, formatPhoneNumber);
+
+            const {adminsChatReportID: newAdminsChatReportID, policyID: newPolicyID} = shouldCreateWorkspace
+                ? createWorkspace({
+                      policyOwnerEmail: undefined,
+                      makeMeAdmin: true,
+                      policyName: generateDefaultWorkspaceName(session?.email ?? '', lastWorkspaceNumber, translate, displayName),
+                      policyID: generatePolicyID(),
+                      engagementChoice: CONST.ONBOARDING_CHOICES.EMPLOYER,
+                      currency: currentUserPersonalDetails.localCurrencyCode ?? CONST.CURRENCY.USD,
+                      file: undefined,
+                      shouldAddOnboardingTasks: false,
+                      introSelected,
+                      activePolicyID,
+                      currentUserAccountIDParam: session?.accountID ?? CONST.DEFAULT_NUMBER_ID,
+                      currentUserEmailParam: session?.email ?? '',
+                      shouldAddGuideWelcomeMessage: false,
+                      type: CONST.POLICY.TYPE.SUBMIT,
+                      betas,
+                      isSelfTourViewed,
+                      hasActiveAdminPolicies,
+                  })
+                : {adminsChatReportID: onboardingAdminsChatReportID, policyID: onboardingPolicyID};
+
+            completeOnboarding({
+                engagementChoice: CONST.ONBOARDING_CHOICES.EMPLOYER,
+                onboardingMessage: onboardingMessages[CONST.ONBOARDING_CHOICES.EMPLOYER],
+                firstName,
+                lastName,
+                adminsChatReportID: newAdminsChatReportID,
+                onboardingPolicyID: newPolicyID,
+                introSelected,
+                isSelfTourViewed,
+                betas,
+            });
+
+            setOnboardingAdminsChatReportID();
+            setOnboardingPolicyID();
+
+            navigateToSubmitWorkspaceAfterOnboardingWithMicrotaskQueue(newPolicyID);
+        },
+        [
+            session?.email,
+            session?.accountID,
+            lastWorkspaceNumber,
+            translate,
+            formatPhoneNumber,
+            isRestrictedPolicyCreation,
+            onboardingPolicyID,
+            hasEditableGroupPolicy,
+            onboardingAdminsChatReportID,
+            currentUserPersonalDetails.localCurrencyCode,
+            introSelected,
+            activePolicyID,
+            isSelfTourViewed,
+            onboardingMessages,
+            betas,
+            hasActiveAdminPolicies,
+        ],
+    );
+
+    return autoCreateSubmitWorkspace;
+}
+
+export default useAutoCreateSubmitWorkspace;

src/languages/de.ts

@@ -6942,6 +6942,10 @@ Fügen Sie weitere Ausgabelimits hinzu, um den Cashflow Ihres Unternehmens zu sc
                     label: 'Steuerung',
                     description: 'Für Organisationen mit erweiterten Anforderungen.',
                 },
+                submit2026: {
+                    label: 'Einreichen',
+                    description: 'Für Mitarbeiter, die Ausgaben bei ihrem Arbeitgeber einreichen möchten.',
+                },
             },
             description: 'Wähle ein passendes Abo für dich. Eine detaillierte Liste der Funktionen und Preise findest du in unserem',
             subscriptionLink: 'Hilfeseite zu Plantypen und Preisen',

src/languages/en.ts

@@ -6949,6 +6949,10 @@ const translations = {
                     label: 'Control',
                     description: 'For organizations with advanced requirements.',
                 },
+                submit2026: {
+                    label: 'Submit',
+                    description: 'For employees looking to submit expenses to their employer.',
+                },
             },
             description: "Choose a plan that's right for you. For a detailed list of features and pricing, check out our",
             subscriptionLink: 'plan types and pricing help page',

src/languages/es.ts

@@ -6378,6 +6378,10 @@ ${amount} para ${merchant} - ${date}`,
                     label: 'Controlar',
                     description: 'Para organizaciones con requisitos avanzados.',
                 },
+                submit2026: {
+                    label: 'Enviar',
+                    description: 'Para empleados que buscan enviar gastos a su empleador.',
+                },
             },
             description: 'Elige el plan adecuado para ti. Para ver una lista detallada de funciones y precios, consulta nuestra',
             subscriptionLink: 'página de ayuda sobre tipos de planes y precios',

src/languages/fr.ts

@@ -6964,6 +6964,10 @@ Ajoutez davantage de règles de dépenses pour protéger la trésorerie de l’e
                     label: 'Contrôle',
                     description: 'Pour les organisations ayant des exigences avancées.',
                 },
+                submit2026: {
+                    label: 'Soumettre',
+                    description: 'Pour les employés souhaitant soumettre des dépenses à leur employeur.',
+                },
             },
             description: 'Choisissez l’offre qui vous convient. Pour une liste détaillée des fonctionnalités et des tarifs, consultez notre',
             subscriptionLink: "page d'aide sur les types de forfaits et les tarifs",

src/languages/it.ts

@@ -6927,6 +6927,10 @@ Aggiungi altre regole di spesa per proteggere il flusso di cassa aziendale.`,
                     label: 'Controllo',
                     description: 'Per le organizzazioni con requisiti avanzati.',
                 },
+                submit2026: {
+                    label: 'Invia',
+                    description: 'Per i dipendenti che desiderano inviare le spese al proprio datore di lavoro.',
+                },
             },
             description: 'Scegli il piano più adatto a te. Per un elenco dettagliato di funzionalità e prezzi, consulta la nostra',
             subscriptionLink: 'pagina di aiuto su tipi di piano e prezzi',

src/languages/ja.ts

@@ -6850,6 +6850,10 @@ ${reportName}
                     label: 'コントロール',
                     description: '高度な要件を持つ組織向け。',
                 },
+                submit2026: {
+                    label: '提出',
+                    description: '雇用主に経費を提出したい従業員向け。',
+                },
             },
             description: '自分に合ったプランをお選びください。機能と料金の詳細な一覧は、こちらのページをご覧ください',
             subscriptionLink: 'プランの種類と料金のヘルプページ',

src/languages/nl.ts

@@ -6907,6 +6907,10 @@ Voeg meer bestedingsregels toe om de kasstroom van het bedrijf te beschermen.`,
                     label: 'Beheer',
                     description: 'Voor organisaties met geavanceerde vereisten.',
                 },
+                submit2026: {
+                    label: 'Indienen',
+                    description: 'Voor werknemers die onkosten bij hun werkgever willen indienen.',
+                },
             },
             description: 'Kies een pakket dat bij je past. Voor een gedetailleerd overzicht van functies en prijzen, bekijk onze',
             subscriptionLink: 'hulppagina voor abonnementstypen en prijzen',

src/languages/pl.ts

@@ -6899,6 +6899,10 @@ Dodaj więcej zasad wydatków, żeby chronić płynność finansową firmy.`,
                     label: 'Sterowanie',
                     description: 'Dla organizacji z zaawansowanymi wymaganiami.',
                 },
+                submit2026: {
+                    label: 'Prześlij',
+                    description: 'Dla pracowników, którzy chcą przesyłać wydatki do pracodawcy.',
+                },
             },
             description: 'Wybierz plan odpowiedni dla siebie. Szczegółową listę funkcji i cen znajdziesz w naszej',
             subscriptionLink: 'strona pomocy dotycząca typów planów i cen',

src/languages/pt-BR.ts

@@ -6905,6 +6905,10 @@ Adicione mais regras de gasto para proteger o fluxo de caixa da empresa.`,
                     label: 'Controle',
                     description: 'Para organizações com requisitos avançados.',
                 },
+                submit2026: {
+                    label: 'Enviar',
+                    description: 'Para funcionários que desejam enviar despesas ao empregador.',
+                },
             },
             description: 'Escolha o plano ideal para você. Para ver a lista detalhada de recursos e preços, confira nosso',
             subscriptionLink: 'página de ajuda sobre tipos de plano e preços',

src/languages/zh-hans.ts

@@ -6732,6 +6732,10 @@ ${reportName}
                     label: '控制',
                     description: '适用于具有高级需求的组织。',
                 },
+                submit2026: {
+                    label: '提交',
+                    description: '适用于希望向雇主提交费用的员工。',
+                },
             },
             description: '选择适合您的方案。要查看详细的功能和价格列表，请访问我们的',
             subscriptionLink: '方案类型和价格帮助页面',

src/libs/PolicyUtils.ts

@@ -74,7 +74,7 @@
     lastSync?: ConnectionLastSync;
 };
 
 let allPolicies: OnyxCollection<Policy>;
 
 Onyx.connect({
     key: ONYXKEYS.COLLECTION.POLICY,
@@ -881,6 +881,32 @@
     return policy?.type === CONST.POLICY.TYPE.TEAM || policy?.type === CONST.POLICY.TYPE.CORPORATE;
 }
 
+function isSubmitPolicy(policy: OnyxInputOrEntry<Policy>): boolean {
+    return policy?.type === CONST.POLICY.TYPE.SUBMIT;
+}
+
+function isPolicyEditor(policy: OnyxEntry<Policy>): boolean {
+    return policy?.role === CONST.POLICY.ROLE.EDITOR;
+}
+
+/**
+ * Returns true if the user can edit workspace settings — admins on any workspace, or editors on Submit workspaces.
+ */
+function canEditWorkspaceSettings(policy: OnyxEntry<Policy>): boolean {
+    return isPolicyAdmin(policy) || (isSubmitPolicy(policy) && isPolicyEditor(policy));
+}
+
+/**
+ * Returns true for any group workspace: paid (Team/Corporate) or Submit.
+ *
+ * Note: not to be confused with `ReportUtils.isGroupPolicy(policyType: string)`,
+ * which excludes Submit. Use this helper when Submit workspaces should be treated
+ * like paid workspaces (e.g. access gating for shared workspace pages).
+ */
+function isGroupPolicy(policy: OnyxInputOrEntry<Policy>): boolean {
+    return isPaidGroupPolicy(policy) || isSubmitPolicy(policy);
+}
+
 function getOwnedPaidPolicies(policies: OnyxCollection<Policy> | null, currentUserAccountID: number | undefined): Policy[] {
     return Object.values(policies ?? {}).filter((policy): policy is Policy => isPolicyOwner(policy, currentUserAccountID ?? CONST.DEFAULT_NUMBER_ID) && isPaidGroupPolicy(policy));
 }
@@ -2209,6 +2235,10 @@
     isDelayedSubmissionEnabled,
     getCorrectedAutoReportingFrequency,
     isPaidGroupPolicy,
+    isSubmitPolicy,
+    isPolicyEditor,
+    canEditWorkspaceSettings,
+    isGroupPolicy,
     isPendingDeletePolicy,
     isPolicyAdmin,
     isPolicyUser,

src/libs/SubscriptionUtils.ts

@@ -53,7 +53,7 @@
 };
 
 let deprecatedCurrentUserAccountID = -1;
 Onyx.connect({
     key: ONYXKEYS.SESSION,
     callback: (value) => {
         deprecatedCurrentUserAccountID = value?.accountID ?? CONST.DEFAULT_NUMBER_ID;
@@ -61,7 +61,7 @@
 });
 
 let deprecatedAllPolicies: OnyxCollection<Policy>;
 Onyx.connect({
     key: ONYXKEYS.COLLECTION.POLICY,
     callback: (value) => (deprecatedAllPolicies = value),
     waitForCollectionCallback: true,
@@ -505,7 +505,7 @@
     privateSubscriptionType: SubscriptionType | undefined,
     hasTeam2025Pricing: boolean,
 ): number {
-    if (!privateSubscriptionType || !plan) {
+    if (!privateSubscriptionType || !plan || plan === CONST.POLICY.TYPE.SUBMIT) {
         return 0;
     }