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

src/languages/de.ts

@@ -5991,6 +5991,7 @@ _Für ausführlichere Anweisungen [besuchen Sie unsere Hilfeseite](${CONST.NETSU
                 `Sie sind dabei, ${newWorkspaceName ?? ''} mit ${totalMembers ?? 0} Mitgliedern aus dem ursprünglichen Workspace zu erstellen und zu teilen.`,
             error: 'Beim Duplizieren deines neuen Workspace ist ein Fehler aufgetreten. Bitte versuche es erneut.',
         },
+        copyPolicySettings: {error: 'Beim Kopieren der Arbeitsbereichseinstellungen ist ein Fehler aufgetreten. Bitte versuche es erneut.'},
         emptyWorkspace: {
             title: 'Du hast keine Arbeitsbereiche',
             subtitle: 'Belege erfassen, Auslagen erstatten, Reisen verwalten, Rechnungen versenden und mehr.',

src/languages/en.ts

@@ -6011,6 +6011,9 @@ const translations = {
                 `You’re about to create and share ${newWorkspaceName ?? ''} with ${totalMembers ?? 0} members from the original workspace.`,
             error: 'An error occurred while duplicating your new workspace. Please try again.',
         },
+        copyPolicySettings: {
+            error: 'An error occurred while copying workspace settings. Please try again.',
+        },
         emptyWorkspace: {
             title: 'No workspaces yet',
             subtitle: 'Create a workspace to manage your expenses, reimbursements, and company cards.',

src/languages/es.ts

@@ -5826,6 +5826,9 @@ ${amount} para ${merchant} - ${date}`,
                 `Estás a punto de crear y compartir ${newWorkspaceName ?? ''} con ${totalMembers ?? 0} miembros del espacio de trabajo original.`,
             error: 'Se produjo un error al duplicar tu nuevo espacio de trabajo. Inténtalo de nuevo.',
         },
+        copyPolicySettings: {
+            error: 'Se produjo un error al copiar la configuración del espacio de trabajo. Por favor, inténtalo de nuevo.',
+        },
         emptyWorkspace: {
             title: 'Aún no hay espacios de trabajo',
             subtitle: 'Crea un espacio de trabajo para gestionar tus gastos, reembolsos y tarjetas de empresa.',

src/languages/fr.ts

@@ -6011,6 +6011,7 @@ _Pour des instructions plus détaillées, [visitez notre site d’aide](${CONST.
                 `Vous êtes sur le point de créer et de partager ${newWorkspaceName ?? ''} avec ${totalMembers ?? 0} membres de l’espace de travail d’origine.`,
             error: 'Une erreur s’est produite lors de la duplication de votre nouvel espace de travail. Veuillez réessayer.',
         },
+        copyPolicySettings: {error: 'Une erreur s’est produite lors de la copie des paramètres de l’espace de travail. Veuillez réessayer.'},
         emptyWorkspace: {
             title: 'Vous n’avez aucun espace de travail',
             subtitle: 'Suivez les reçus, remboursez les dépenses, gérez les voyages, envoyez des factures, et plus encore.',

src/languages/it.ts

@@ -5981,6 +5981,7 @@ _Per istruzioni più dettagliate, [visita il nostro sito di assistenza](${CONST.
                 `Stai per creare e condividere ${newWorkspaceName ?? ''} con ${totalMembers ?? 0} membri dello spazio di lavoro originale.`,
             error: 'Si è verificato un errore durante la duplicazione del tuo nuovo workspace. Riprova.',
         },
+        copyPolicySettings: {error: 'Si è verificato un errore durante la copia delle impostazioni dello spazio di lavoro. Riprova.'},
         emptyWorkspace: {
             title: 'Non hai nessuna area di lavoro',
             subtitle: 'Tieni traccia delle ricevute, rimborsa le spese, gestisci i viaggi, invia le fatture e altro ancora.',

src/languages/ja.ts

@@ -5912,6 +5912,7 @@ _詳しい手順については、[ヘルプサイトをご覧ください](${CO
                 `元のワークスペースから ${totalMembers ?? 0} 人のメンバーと一緒に、${newWorkspaceName ?? ''} を作成して共有しようとしています。`,
             error: '新しいワークスペースの複製中にエラーが発生しました。もう一度お試しください。',
         },
+        copyPolicySettings: {error: 'ワークスペース設定のコピー中にエラーが発生しました。もう一度お試しください。'},
         emptyWorkspace: {
             title: 'ワークスペースがありません',
             subtitle: '領収書を管理し、経費を精算し、出張を管理し、請求書を送信するなど、さまざまなことができます。',

src/languages/nl.ts

@@ -5959,6 +5959,7 @@ _Voor meer gedetailleerde instructies, [bezoek onze help-site](${CONST.NETSUITE_
                 `Je staat op het punt ${newWorkspaceName ?? ''} te maken en te delen met ${totalMembers ?? 0} leden van de oorspronkelijke werkruimte.`,
             error: 'Er is een fout opgetreden bij het dupliceren van je nieuwe werkruimte. Probeer het opnieuw.',
         },
+        copyPolicySettings: {error: 'Er is een fout opgetreden bij het kopiëren van de werkruimtainstellingen. Probeer het opnieuw.'},
         emptyWorkspace: {
             title: 'Je hebt geen werkruimtes',
             subtitle: 'Volg bonnen, vergoed uitgaven, beheer reizen, verstuur facturen en meer.',

src/languages/pl.ts

@@ -5954,6 +5954,7 @@ _Aby uzyskać bardziej szczegółowe instrukcje, [odwiedź naszą stronę pomocy
                 `Za chwilę utworzysz i udostępnisz ${newWorkspaceName ?? ''} ${totalMembers ?? 0} członkom oryginalnego obszaru roboczego.`,
             error: 'Wystąpił błąd podczas duplikowania Twojego nowego obszaru roboczego. Spróbuj ponownie.',
         },
+        copyPolicySettings: {error: 'Wystąpił błąd podczas kopiowania ustawień przestrzeni roboczej. Spróbuj ponownie.'},
         emptyWorkspace: {
             title: 'Nie masz żadnych przestrzeni roboczych',
             subtitle: 'Śledź paragony, rozliczaj wydatki, zarządzaj podróżami, wysyłaj faktury i wiele więcej.',

src/languages/pt-BR.ts

@@ -5960,6 +5960,7 @@ _Para instruções mais detalhadas, [visite nossa central de ajuda](${CONST.NETS
                 `Você está prestes to criar e compartilhar ${newWorkspaceName ?? ''} com ${totalMembers ?? 0} membros do workspace original.`,
             error: 'Ocorreu um erro ao duplicar seu novo espaço de trabalho. Tente novamente.',
         },
+        copyPolicySettings: {error: 'Ocorreu um erro ao copiar as configurações do workspace. Tente novamente.'},
         emptyWorkspace: {
             title: 'Você não tem nenhum workspace',
             subtitle: 'Controle recibos, reembolse despesas, gerencie viagens, envie faturas e muito mais.',

src/languages/zh-hans.ts

@@ -5814,6 +5814,7 @@ _如需更详细的说明，请[访问我们的帮助网站](${CONST.NETSUITE_IM
                 `您即将创建并共享 ${newWorkspaceName ?? ''}，其中包含来自原始工作区的 ${totalMembers ?? 0} 位成员。`,
             error: '复制您的新工作区时发生错误。请重试。',
         },
+        copyPolicySettings: {error: '复制工作区设置时发生错误。请重试。'},
         emptyWorkspace: {
             title: '你还没有工作区',
             subtitle: '跟踪收据、报销费用、管理差旅、发送发票等。',

src/libs/API/parameters/CopyPolicySettingsParams.ts

@@ -1,4 +1,5 @@
 type CopyPolicySettingsParams = {
+    /** Source policy ID we're copying settings from */
     sourcePolicyID: string;
 
     /** CSV list of target policy IDs to copy settings into */

src/libs/actions/Policy/CopyPolicySettings.ts

@@ -0,0 +1,301 @@
+import type {OnyxCollection, OnyxUpdate} from 'react-native-onyx';
+import Onyx from 'react-native-onyx';
+import {write} from '@libs/API';
+import type {CopyPolicySettingsParams} from '@libs/API/parameters';
+import {WRITE_COMMANDS} from '@libs/API/types';
+import {getMicroSecondOnyxErrorWithTranslationKey} from '@libs/ErrorUtils';
+import {generateHexadecimalValue} from '@libs/NumberUtils';
+import CONST from '@src/CONST';
+import ONYXKEYS from '@src/ONYXKEYS';
+import type {CopyPolicySettings as CopyPolicySettingsState, Policy, PolicyCategories, PolicyTagLists} from '@src/types/onyx';
+import type {CustomUnit} from '@src/types/onyx/Policy';
+
+type Part = 'overview' | 'members' | 'reports' | 'accounting' | 'categories' | 'tags' | 'taxes' | 'workflows' | 'rules' | 'distanceRates' | 'perDiem' | 'invoices' | 'travel';
+
+const PARTS_TO_POLICY_FIELDS = {
+    overview: ['outputCurrency', 'address', 'description'],
+    members: ['employeeList'],
+    reports: ['fieldList', 'areReportFieldsEnabled'],
+    accounting: ['connections', 'areConnectionsEnabled'],
+    categories: ['areCategoriesEnabled'],
+    tags: ['areTagsEnabled'],
+    taxes: ['tax', 'taxRates'],
+    // achAccount is intentionally excluded — the backend remaps bankAccountID per-caller
+    // (see Auth PR #21638). We rely on the server push for that field.
+    workflows: ['areWorkflowsEnabled', 'autoReportingFrequency', 'autoReporting', 'autoReportingOffset', 'harvesting', 'approvalMode', 'autoApproval', 'reimbursementChoice'],
+    rules: [
+        'areRulesEnabled',
+        'maxExpenseAmount',
+        'maxExpenseAge',
+        'maxExpenseAmountNoReceipt',
+        'maxExpenseAmountNoItemizedReceipt',
+        'defaultBillable',
+        'prohibitedExpenses',
+        'eReceipts',
+        'isAttendeeTrackingEnabled',
+        'preventSelfApproval',
+        'shouldShowAutoApprovalOptions',
+        'shouldShowAutoReimbursementLimitOption',
+    ],
+    distanceRates: ['areDistanceRatesEnabled', 'customUnits'],
+    perDiem: ['arePerDiemRatesEnabled', 'customUnits'],
+    invoices: ['areInvoicesEnabled', 'invoice'],
+    travel: ['isTravelEnabled', 'travelSettings'],
+} as const satisfies Record<Part, ReadonlyArray<keyof Policy>>;
+
+type PolicyFieldsForPart = (typeof PARTS_TO_POLICY_FIELDS)[Part][number];
+
+function setCopyPolicySettingsData(data: Partial<CopyPolicySettingsState>): void {
+    Onyx.merge(ONYXKEYS.COPY_POLICY_SETTINGS, data);
+}
+
+function clearCopyPolicySettings(): void {
+    Onyx.set(ONYXKEYS.COPY_POLICY_SETTINGS, {});
+}
+
+function requestCopyPolicySettingsNotification(): void {
+    write(WRITE_COMMANDS.COPY_POLICY_SETTINGS_NOTIFY, {});
+}
+
+function findCustomUnitByName(policy: Policy | undefined, unitName: string): CustomUnit | undefined {
+    if (!policy?.customUnits) {
+        return undefined;
+    }
+    return Object.values(policy.customUnits).find((unit) => unit.name === unitName);
+}
+
+/**
+ * Returns the customUnits patch to merge into the target policy when distanceRates and/or perDiem are
+ * being copied. The source unit data is written under the target's existing unit ID — a new ID is
+ * generated only when the target has no unit of that type yet.
+ */
+function buildCustomUnitsPatch(sourcePolicy: Policy, targetPolicy: Policy, isDistanceSelected: boolean, isPerDiemSelected: boolean): {customUnits: Record<string, CustomUnit>} | undefined {
+    if (!isDistanceSelected && !isPerDiemSelected) {
+        return undefined;
+    }
+
+    const patch: Record<string, CustomUnit> = {};
+
+    if (isDistanceSelected) {
+        const sourceDistance = findCustomUnitByName(sourcePolicy, CONST.CUSTOM_UNITS.NAME_DISTANCE);
+        if (sourceDistance) {
+            const targetDistance = findCustomUnitByName(targetPolicy, CONST.CUSTOM_UNITS.NAME_DISTANCE);
+            const targetUnitID = targetDistance?.customUnitID ?? generateHexadecimalValue(13);
+            patch[targetUnitID] = {...sourceDistance, customUnitID: targetUnitID};
+        }
+    }
+
+    if (isPerDiemSelected) {
+        const sourcePerDiem = findCustomUnitByName(sourcePolicy, CONST.CUSTOM_UNITS.NAME_PER_DIEM_INTERNATIONAL);
+        if (sourcePerDiem) {
+            const targetPerDiem = findCustomUnitByName(targetPolicy, CONST.CUSTOM_UNITS.NAME_PER_DIEM_INTERNATIONAL);
+            const targetUnitID = targetPerDiem?.customUnitID ?? generateHexadecimalValue(13);
+            patch[targetUnitID] = {...sourcePerDiem, customUnitID: targetUnitID};
+        }
+    }
+
+    if (Object.keys(patch).length === 0) {
+        return undefined;
+    }
+    return {customUnits: patch};
+}
+
+/**
+ * Returns the partial Policy patch derived from the selected `parts`, excluding fields whose
+ * mapping is handled separately (customUnits, categories, tags collection keys).
+ */
+function buildPolicyFieldPatch(sourcePolicy: Policy, parts: Part[]): Partial<Policy> {
+    const patch: Partial<Policy> = {};
+    for (const part of parts) {
+        for (const field of PARTS_TO_POLICY_FIELDS[part]) {
+            if (field === 'customUnits') {
+                continue;
+            }
+            // The PARTS_TO_POLICY_FIELDS values are typed as keyof Policy, so this assignment is safe.
+            (patch as Record<string, unknown>)[field] = sourcePolicy[field as keyof Policy];
+        }
+    }
+    return patch;
+}
+
+function buildExpandedPendingFields(parts: Part[]): Partial<Record<PolicyFieldsForPart, typeof CONST.RED_BRICK_ROAD_PENDING_ACTION.UPDATE>> {
+    const pendingFields: Partial<Record<PolicyFieldsForPart, typeof CONST.RED_BRICK_ROAD_PENDING_ACTION.UPDATE>> = {};
+    for (const part of parts) {
+        for (const field of PARTS_TO_POLICY_FIELDS[part]) {
+            pendingFields[field] = CONST.RED_BRICK_ROAD_PENDING_ACTION.UPDATE;
+        }
+    }
+    return pendingFields;
+}
+
+function buildClearedPendingFields(parts: Part[]): Partial<Record<PolicyFieldsForPart, null>> {
+    const cleared: Partial<Record<PolicyFieldsForPart, null>> = {};
+    for (const part of parts) {
+        for (const field of PARTS_TO_POLICY_FIELDS[part]) {
+            cleared[field] = null;
+        }
+    }
+    return cleared;
+}
+
+type CopyPolicySettingsOnyxKeys =
+    | typeof ONYXKEYS.COLLECTION.POLICY
+    | typeof ONYXKEYS.COLLECTION.POLICY_CATEGORIES
+    | typeof ONYXKEYS.COLLECTION.POLICY_TAGS
+    | typeof ONYXKEYS.COPY_POLICY_SETTINGS;
+
+function buildCopyPolicySettingsData(
+    sourcePolicy: Policy,
+    targetPolicies: Policy[],
+    parts: Part[],
+    allPolicyCategories: OnyxCollection<PolicyCategories>,
+    allPolicyTags: OnyxCollection<PolicyTagLists>,
+): {
+    optimisticData: Array<OnyxUpdate<CopyPolicySettingsOnyxKeys>>;
+    successData: Array<OnyxUpdate<CopyPolicySettingsOnyxKeys>>;
+    failureData: Array<OnyxUpdate<CopyPolicySettingsOnyxKeys>>;
+} {
+    const optimisticData: Array<OnyxUpdate<CopyPolicySettingsOnyxKeys>> = [];
+    const successData: Array<OnyxUpdate<CopyPolicySettingsOnyxKeys>> = [];
+    const failureData: Array<OnyxUpdate<CopyPolicySettingsOnyxKeys>> = [];
+
+    const policyFieldPatch = buildPolicyFieldPatch(sourcePolicy, parts);
+    const pendingFields = buildExpandedPendingFields(parts);
+    const clearedPendingFields = buildClearedPendingFields(parts);
+
+    const isCategoriesSelected = parts.includes('categories');
+    const isTagsSelected = parts.includes('tags');
+    const isDistanceSelected = parts.includes('distanceRates');
+    const isPerDiemSelected = parts.includes('perDiem');
+
+    const sourceCategoriesKey = `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${sourcePolicy.id}` as const;
+    const sourceTagsKey = `${ONYXKEYS.COLLECTION.POLICY_TAGS}${sourcePolicy.id}` as const;
+    const sourceCategories = allPolicyCategories?.[sourceCategoriesKey] ?? {};
+    const sourceTags = allPolicyTags?.[sourceTagsKey] ?? {};
+
+    for (const targetPolicy of targetPolicies) {
+        const policyKey = `${ONYXKEYS.COLLECTION.POLICY}${targetPolicy.id}` as const;
+        const customUnitsPatch = buildCustomUnitsPatch(sourcePolicy, targetPolicy, isDistanceSelected, isPerDiemSelected);
+
+        // Step 1+2: SET the full policy with patched fields overlaid.
+        // We use SET (not MERGE) because Onyx.merge deep-merges nested objects — source
+        // values would be merged into target's, leaving stale nested keys behind.
+        optimisticData.push({
+            onyxMethod: Onyx.METHOD.SET,
+            key: policyKey,
+            value: {
+                ...targetPolicy,
+                ...policyFieldPatch,
+                ...(customUnitsPatch ? {customUnits: {...targetPolicy.customUnits, ...customUnitsPatch.customUnits}} : {}),
+                pendingFields: {...targetPolicy.pendingFields, ...pendingFields},
+            },
+        });
+
+        // Success: clear pending markers and any leftover errors from a prior failure
+        successData.push({
+            onyxMethod: Onyx.METHOD.MERGE,
+            key: policyKey,
+            value: {
+                pendingFields: clearedPendingFields,
+                errors: null,
+            },
+        });
+
+        // Failure: restore the original target policy in full, surface RBR
+        failureData.push({
+            onyxMethod: Onyx.METHOD.SET,
+            key: policyKey,
+            value: {
+                ...targetPolicy,
+                errors: getMicroSecondOnyxErrorWithTranslationKey('workspace.copyPolicySettings.error'),
+            },
+        });
+
+        // Step 3: collection keys (categories / tags) — SET-level overwrite with snapshot rollback
+        if (isCategoriesSelected) {
+            const targetCategoriesKey = `${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${targetPolicy.id}` as const;
+            const previousCategories = allPolicyCategories?.[targetCategoriesKey] ?? {};
+            optimisticData.push({
+                onyxMethod: Onyx.METHOD.SET,
+                key: targetCategoriesKey,
+                value: sourceCategories,
+            });
+            failureData.push({
+                onyxMethod: Onyx.METHOD.SET,
+                key: targetCategoriesKey,
+                value: previousCategories,
+            });
+        }
+
+        if (isTagsSelected) {
+            const targetTagsKey = `${ONYXKEYS.COLLECTION.POLICY_TAGS}${targetPolicy.id}` as const;
+            const previousTags = allPolicyTags?.[targetTagsKey] ?? {};
+            optimisticData.push({
+                onyxMethod: Onyx.METHOD.SET,
+                key: targetTagsKey,
+                value: sourceTags,
+            });
+            failureData.push({
+                onyxMethod: Onyx.METHOD.SET,
+                key: targetTagsKey,
+                value: previousTags,
+            });
+        }
+    }
+
+    // Surface an RBR on the source policy row so the admin knows the bulk copy failed
+    failureData.push({
+        onyxMethod: Onyx.METHOD.MERGE,
+        key: `${ONYXKEYS.COLLECTION.POLICY}${sourcePolicy.id}` as const,
+        value: {
+            errors: getMicroSecondOnyxErrorWithTranslationKey('workspace.copyPolicySettings.error'),
+        },
+    });
+
+    // Clear source policy errors on success (in case this is a retry after failure)
+    successData.push({
+        onyxMethod: Onyx.METHOD.MERGE,
+        key: `${ONYXKEYS.COLLECTION.POLICY}${sourcePolicy.id}` as const,
+        value: {
+            errors: null,
+        },
+    });
+
+    // Step 4: drive currentStep on the COPY_POLICY_SETTINGS key itself.
+    // Success intentionally omits this key — the backend transitions currentStep
+    // to 'complete' via the bulkCopySettings NVP push.
+    optimisticData.push({
+        onyxMethod: Onyx.METHOD.MERGE,
+        key: ONYXKEYS.COPY_POLICY_SETTINGS,
+        value: {currentStep: 'loading'},
+    });
+
+    failureData.push({
+        onyxMethod: Onyx.METHOD.MERGE,
+        key: ONYXKEYS.COPY_POLICY_SETTINGS,
+        value: {currentStep: null},
+    });
+
+    return {optimisticData, successData, failureData};
+}
+
+function copyPolicySettings(
+    sourcePolicy: Policy,
+    targetPolicies: Policy[],
+    parts: Part[],
+    allPolicyCategories: OnyxCollection<PolicyCategories>,
+    allPolicyTags: OnyxCollection<PolicyTagLists>,
+): void {
+    const {optimisticData, successData, failureData} = buildCopyPolicySettingsData(sourcePolicy, targetPolicies, parts, allPolicyCategories, allPolicyTags);
+
+    const params: CopyPolicySettingsParams = {
+        sourcePolicyID: sourcePolicy.id,
+        policyIDList: targetPolicies.map((policy) => policy.id).join(','),
+        parts: parts.join(','),
+    };
+
+    write(WRITE_COMMANDS.COPY_POLICY_SETTINGS, params, {optimisticData, successData, failureData});
+}
+
+export {PARTS_TO_POLICY_FIELDS, setCopyPolicySettingsData, clearCopyPolicySettings, requestCopyPolicySettingsNotification, buildCopyPolicySettingsData, copyPolicySettings};
+export type {Part};