[Due for payment 2025-08-13] Fix system messages with MoveIOUReportToExistingPolicy command

[joekaufmanexpensify]

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Issue reported by: @joekaufmanexpensify
Slack conversation (hyperlinked to channel name): #convert

Action Performed:

Precondition: reproduction requires using ad-hoc build from #56838

1. As user 1 create a workspace.
2. As user 2 submit another IOU to user 1.
3. As user 1, click Pay and then Pay with %workspace name% workspace. This moves the IOU to the workspace via the bottom up flow.

Expected Result:

We use the same system messages in the 1:1 DM and expense report when moving an IOU to an existing workspace for the bottom-up flow with the new MoveIOUReportToExistingPolicy command as we do with the existing CreateWorkspaceFromIOUPayment command. We should also use the same system message in both places for the MoveIOUReportToPolicyAndInviteSubmitter command. This means using the following system message:

moved this report to the [%workspace name%](link to submitter workspace chat) workspace

Actual Result:

The MoveIOUReportToExistingPolicy doesn't use the correct system messages in the 1:1 DM or expense report. We need to update it to accept a new param and generate a moved action to the DM just like CreateWorkspaceFromIOUPayment

Workaround:

N/A

Platforms:

Select the officially supported platforms where the issue was reproduced:

• MacOS: Chrome / Safari

Screenshots/Videos

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Issue Owner

Current Issue Owner: @joekaufmanexpensify

[melvin-bot]

Triggered auto assignment to @laurenreidexpensify (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[marcaaron]

If I'm understanding this issue correctly we'll want to do something like:

• Stop creating the CHANGE_POLICY action in MoveIOUReportToExistingPolicy
• Create a MOVED action which is added to the DM chat to point the submitter to the new workspace chat
• Create a MOVED action which is added to the expense report

Does that sound about right?

[marcaaron]

It looks like we should do the same for MoveIOUReportToPolicyAndInviteSubmitter?

[marcaaron]

WDYT @joekaufmanexpensify?

Haven't tested the current behavior, but the behavior when we implemented MoveIOUReportToPolicyAndInviteSubmitter was something like this...

Pre-requisite: a user (not member of any workspace), a workspace with an admin.

[user] Request money (IOU) from admin.
[admin] Open the IOU report and select change workspace (append /change-workspace to the URL in order to open the workspace selector).
[admin] Move the IOU report to the admin's workspace.
Verify that the IOU report was converted to an Expense report and the user was invited to the workspace.
Verify that the user has a workspace chat created for them.
Verify that the report preview was removed from the DM and added to the user's workspace chat.

[marcaaron]

We will need some frontend PR for both of these changes if @getusha wants to work on that while I look at the BE. Otherwise, we can search for someone else maybe @ikevin127 since he implemented MoveIOUReportToPolicyAndInviteSubmitter and should be familiar with these flows I think 🙏