Add import and export CSV flow for Members

src/CONST.ts

@@ -5753,6 +5753,7 @@ const CONST = {
         ICON_HEIGHT: 160,
 
         CATEGORIES_ARTICLE_LINK: 'https://help.expensify.com/articles/expensify-classic/workspaces/Create-categories#import-custom-categories',
+        MEMBERS_ARTICLE_LINK: 'https://help.expensify.com/articles/expensify-classic/workspaces/Invite-members-and-assign-roles#import-a-group-of-members',
     },
 } as const;
 

src/ROUTES.ts

@@ -729,6 +729,14 @@ const ROUTES = {
         route: 'settings/workspaces/:policyID/members',
         getRoute: (policyID: string) => `settings/workspaces/${policyID}/members` as const,
     },
+    WORKSPACE_MEMBERS_IMPORT: {
+        route: 'settings/workspaces/:policyID/members/import',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/members/import` as const,
+    },
+    WORKSPACE_MEMBERS_IMPORTED: {
+        route: 'settings/workspaces/:policyID/members/imported',
+        getRoute: (policyID: string) => `settings/workspaces/${policyID}/members/imported` as const,
+    },
     POLICY_ACCOUNTING: {
         route: 'settings/workspaces/:policyID/accounting',
         getRoute: (policyID: string, newConnectionName?: ConnectionName, integrationToDisconnect?: ConnectionName, shouldDisconnectIntegrationBeforeConnecting?: boolean) => {

src/SCREENS.ts

@@ -405,6 +405,8 @@ const SCREENS = {
         INVOICES_COMPANY_WEBSITE: 'Workspace_Invoices_Company_Website',
         TRAVEL: 'Workspace_Travel',
         MEMBERS: 'Workspace_Members',
+        MEMBERS_IMPORT: 'Members_Import',
+        MEMBERS_IMPORTED: 'Members_Imported',
         INVITE: 'Workspace_Invite',
         INVITE_MESSAGE: 'Workspace_Invite_Message',
         CATEGORIES: 'Workspace_Categories',

src/languages/en.ts

@@ -687,6 +687,7 @@ export default {
         singleFieldMultipleColumns: (fieldName: string) => `Oops! You've mapped a single field ("${fieldName}") to multiple columns. Please review and try again.`,
         importSuccessfullTitle: 'Import successful',
         importCategoriesSuccessfullDescription: (categories: number) => (categories > 1 ? `${categories} categories have been added.` : '1 category has been added.'),
+        importMembersSuccessfullDescription: (members: number) => (members > 1 ? `${members} members have been added.` : '1 member has been added.'),
         importFailedTitle: 'Import failed',
         importFailedDescription: 'Please ensure all fields are filled out correctly and try again. If the problem persists, please reach out to Concierge.',
         sizeNotMet: 'File size must be greater than 0 bytes',
@@ -3260,6 +3261,9 @@ export default {
             addedWithPrimary: 'Some members were added with their primary logins.',
             invitedBySecondaryLogin: ({secondaryLogin}) => `Added by secondary login ${secondaryLogin}.`,
             membersListTitle: 'Directory of all workspace members.',
+            importMembers: 'Import members',
+            importedMembersMessage: (columnCounts: number) =>
+                `We found *${columnCounts} columns* in your spreadsheet. Select *Email* next to the column that contains emails. You can also select *Role* next to the column that sets users roles.`,
         },
         card: {
             header: 'Unlock free Expensify Cards',

src/languages/es.ts

@@ -681,6 +681,7 @@ export default {
         importFailedTitle: 'Fallo en la importación',
         importFailedDescription: 'Por favor, asegúrate de que todos los campos estén llenos correctamente e inténtalo de nuevo. Si el problema persiste, por favor contacta a Concierge.',
         importCategoriesSuccessfullDescription: (categories: number) => (categories > 1 ? `Se han agregado ${categories} categorías.` : 'Se ha agregado 1 categoría.'),
+        importMembersSuccessfullDescription: (members: number) => (members > 1 ? `Se han agregado ${members} miembros.` : 'Se ha agregado 1 miembro.'),
         importSuccessfullTitle: 'Importar categorías',
         sizeNotMet: 'El archivo adjunto debe ser más grande que 0 bytes.',
         invalidFileMessage:
@@ -3309,6 +3310,9 @@ export default {
             addedWithPrimary: 'Se agregaron algunos miembros con sus nombres de usuario principales.',
             invitedBySecondaryLogin: ({secondaryLogin}) => `Agregado por nombre de usuario secundario ${secondaryLogin}.`,
             membersListTitle: 'Directorio de todos los miembros del espacio de trabajo.',
+            importMembers: 'Importar miembros',
+            importedMembersMessage: (columnCounts: number) =>
+                `Hemos encontrado *${columnCounts} columnas* en su hoja de cálculo. Seleccione *Email* junto a la columna que contiene correos electrónicos. También puede seleccionar *Role* junto a la columna que establece los roles de los usuarios.`,
         },
         accounting: {
             settings: 'configuración',

src/libs/API/parameters/ExportMembersSpreadsheetParams.ts

@@ -0,0 +1,6 @@
+type ExportMembersSpreadsheetParams = {
+    /** ID of the policy */
+    policyID: string;
+};
+
+export default ExportMembersSpreadsheetParams;

src/libs/API/parameters/ImportMembersSpreadsheet.ts

@@ -0,0 +1,10 @@
+type ImportMembersSpreadsheetParams = {
+    policyID: string;
+    /**
+     * Stringified JSON object with type of following structure:
+     * Array<{email: string, role: string}>
+     */
+    employees: string;
+};
+
+export default ImportMembersSpreadsheetParams;

src/libs/API/parameters/index.ts

@@ -311,7 +311,9 @@ export type {default as SetPolicyCategoryReceiptsRequiredParams} from './SetPoli
 export type {default as RemovePolicyCategoryReceiptsRequiredParams} from './RemovePolicyCategoryReceiptsRequiredParams';
 export type {default as UpdateQuickbooksOnlineAutoCreateVendorParams} from './UpdateQuickbooksOnlineAutoCreateVendorParams';
 export type {default as ImportCategoriesSpreadsheetParams} from './ImportCategoriesSpreadsheet';
+export type {default as ImportMembersSpreadsheetParams} from './ImportMembersSpreadsheet';
 export type {default as ExportCategoriesSpreadsheetParams} from './ExportCategoriesSpreadsheet';
+export type {default as ExportMembersSpreadsheetParams} from './ExportCategoriesSpreadsheet';
 export type {default as UpdateXeroGenericTypeParams} from './UpdateXeroGenericTypeParams';
 export type {default as UpdateCardSettlementFrequencyParams} from './UpdateCardSettlementFrequencyParams';
 export type {default as UpdateCardSettlementAccountParams} from './UpdateCardSettlementAccountParams';

src/libs/API/types.ts

@@ -142,8 +142,10 @@ const WRITE_COMMANDS = {
     SET_WORKSPACE_CATEGORIES_ENABLED: 'SetWorkspaceCategoriesEnabled',
     SET_POLICY_TAGS_ENABLED: 'SetPolicyTagsEnabled',
     CREATE_WORKSPACE_CATEGORIES: 'CreateWorkspaceCategories',
+    IMPORT_MEMBERS_SPREADSHEET: 'ImportMembersSpreadsheet',
     IMPORT_CATEGORIES_SPREADSHEET: 'ImportCategoriesSpreadsheet',
     EXPORT_CATEGORIES_CSV: 'ExportCategoriesCSV',
+    EXPORT_MEMBERS_CSV: 'ExportMembersCSV',
     RENAME_WORKSPACE_CATEGORY: 'RenameWorkspaceCategory',
     CREATE_POLICY_TAG: 'CreatePolicyTag',
     RENAME_POLICY_TAG: 'RenamePolicyTag',
@@ -524,8 +526,10 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.CREATE_WORKSPACE_FROM_IOU_PAYMENT]: Parameters.CreateWorkspaceFromIOUPaymentParams;
     [WRITE_COMMANDS.SET_WORKSPACE_CATEGORIES_ENABLED]: Parameters.SetWorkspaceCategoriesEnabledParams;
     [WRITE_COMMANDS.CREATE_WORKSPACE_CATEGORIES]: Parameters.CreateWorkspaceCategoriesParams;
+    [WRITE_COMMANDS.IMPORT_MEMBERS_SPREADSHEET]: Parameters.ImportMembersSpreadsheetParams;
     [WRITE_COMMANDS.IMPORT_CATEGORIES_SPREADSHEET]: Parameters.ImportCategoriesSpreadsheetParams;
     [WRITE_COMMANDS.EXPORT_CATEGORIES_CSV]: Parameters.ExportCategoriesSpreadsheetParams;
+    [WRITE_COMMANDS.EXPORT_MEMBERS_CSV]: Parameters.ExportMembersSpreadsheetParams;
     [WRITE_COMMANDS.RENAME_WORKSPACE_CATEGORY]: Parameters.RenameWorkspaceCategoriesParams;
     [WRITE_COMMANDS.SET_WORKSPACE_REQUIRES_CATEGORY]: Parameters.SetWorkspaceRequiresCategoryParams;
     [WRITE_COMMANDS.DELETE_WORKSPACE_CATEGORIES]: Parameters.DeleteWorkspaceCategoriesParams;

src/libs/Navigation/AppNavigator/ModalStackNavigators/index.tsx

@@ -224,6 +224,8 @@ const SettingsModalStackNavigator = createModalStackNavigator<SettingsNavigatorP
     [SCREENS.WORKSPACE.RATE_AND_UNIT_RATE]: () => require<ReactComponentModule>('../../../../pages/workspace/reimburse/WorkspaceRateAndUnitPage/RatePage').default,
     [SCREENS.WORKSPACE.RATE_AND_UNIT_UNIT]: () => require<ReactComponentModule>('../../../../pages/workspace/reimburse/WorkspaceRateAndUnitPage/UnitPage').default,
     [SCREENS.WORKSPACE.INVITE]: () => require<ReactComponentModule>('../../../../pages/workspace/WorkspaceInvitePage').default,
+    [SCREENS.WORKSPACE.MEMBERS_IMPORT]: () => require<ReactComponentModule>('../../../../pages/workspace/members/ImportMembersPage').default,
+    [SCREENS.WORKSPACE.MEMBERS_IMPORTED]: () => require<ReactComponentModule>('../../../../pages/workspace/members/ImportedMembersPage').default,
     [SCREENS.WORKSPACE.WORKFLOWS_APPROVALS_NEW]: () => require<ReactComponentModule>('../../../../pages/workspace/workflows/approvals/WorkspaceWorkflowsApprovalsCreatePage').default,
     [SCREENS.WORKSPACE.WORKFLOWS_APPROVALS_EDIT]: () => require<ReactComponentModule>('../../../../pages/workspace/workflows/approvals/WorkspaceWorkflowsApprovalsEditPage').default,
     [SCREENS.WORKSPACE.WORKFLOWS_APPROVALS_EXPENSES_FROM]: () =>

src/libs/Navigation/linkingConfig/FULL_SCREEN_TO_RHP_MAPPING.ts

@@ -12,6 +12,8 @@ const FULL_SCREEN_TO_RHP_MAPPING: Partial<Record<FullScreenName, string[]>> = {
         SCREENS.WORKSPACE.OWNER_CHANGE_SUCCESS,
         SCREENS.WORKSPACE.OWNER_CHANGE_ERROR,
         SCREENS.WORKSPACE.OWNER_CHANGE_ERROR,
+        SCREENS.WORKSPACE.MEMBERS_IMPORT,
+        SCREENS.WORKSPACE.MEMBERS_IMPORTED,
     ],
     [SCREENS.WORKSPACE.WORKFLOWS]: [
         SCREENS.WORKSPACE.WORKFLOWS_APPROVALS_NEW,

src/libs/Navigation/linkingConfig/config.ts

@@ -567,6 +567,12 @@ const config: LinkingOptions<RootStackParamList>['config'] = {
                         [SCREENS.WORKSPACE.INVITE]: {
                             path: ROUTES.WORKSPACE_INVITE.route,
                         },
+                        [SCREENS.WORKSPACE.MEMBERS_IMPORT]: {
+                            path: ROUTES.WORKSPACE_MEMBERS_IMPORT.route,
+                        },
+                        [SCREENS.WORKSPACE.MEMBERS_IMPORTED]: {
+                            path: ROUTES.WORKSPACE_MEMBERS_IMPORTED.route,
+                        },
                         [SCREENS.WORKSPACE.WORKFLOWS_APPROVALS_NEW]: {
                             path: ROUTES.WORKSPACE_WORKFLOWS_APPROVALS_NEW.route,
                         },

src/libs/Navigation/types.ts

@@ -194,6 +194,12 @@ type SettingsNavigatorParamList = {
     [SCREENS.WORKSPACE.INVITE]: {
         policyID: string;
     };
+    [SCREENS.WORKSPACE.MEMBERS_IMPORT]: {
+        policyID: string;
+    };
+    [SCREENS.WORKSPACE.MEMBERS_IMPORTED]: {
+        policyID: string;
+    };
     [SCREENS.WORKSPACE.INVITE_MESSAGE]: {
         policyID: string;
     };

src/libs/actions/Policy/Member.ts

@@ -10,8 +10,12 @@ import type {
     UpdateWorkspaceMembersRoleParams,
 } from '@libs/API/parameters';
 import {READ_COMMANDS, WRITE_COMMANDS} from '@libs/API/types';
+import * as ApiUtils from '@libs/ApiUtils';
 import * as ErrorUtils from '@libs/ErrorUtils';
+import fileDownload from '@libs/fileDownload';
+import {translateLocal} from '@libs/Localize';
 import Log from '@libs/Log';
+import enhanceParameters from '@libs/Network/enhanceParameters';
 import Parser from '@libs/Parser';
 import * as PersonalDetailsUtils from '@libs/PersonalDetailsUtils';
 import * as PhoneNumber from '@libs/PhoneNumber';
@@ -23,6 +27,7 @@ import type {InvitedEmailsToAccountIDs, PersonalDetailsList, Policy, PolicyEmplo
 import type {PendingAction} from '@src/types/onyx/OnyxCommon';
 import type {JoinWorkspaceResolution} from '@src/types/onyx/OriginalMessage';
 import type {Attributes, Rate} from '@src/types/onyx/Policy';
+import type {OnyxData} from '@src/types/onyx/Request';
 import {isEmptyObject} from '@src/types/utils/EmptyObject';
 import {createPolicyExpenseChats} from './Policy';
 
@@ -167,6 +172,36 @@ function buildAnnounceRoomMembersOnyxData(policyID: string, accountIDs: number[]
     });
     return announceRoomMembers;
 }
+/**
+ * Updates the import spreadsheet data according to the result of the import
+ */
+function updateImportSpreadsheetData(membersLength: number): OnyxData {
+    const onyxData: OnyxData = {
+        successData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: ONYXKEYS.IMPORTED_SPREADSHEET,
+                value: {
+                    shouldFinalModalBeOpened: true,
+                    importFinalModal: {title: translateLocal('spreadsheet.importSuccessfullTitle'), prompt: translateLocal('spreadsheet.importMembersSuccessfullDescription', membersLength)},
+                },
+            },
+        ],
+
+        failureData: [
+            {
+                onyxMethod: Onyx.METHOD.MERGE,
+                key: ONYXKEYS.IMPORTED_SPREADSHEET,
+                value: {
+                    shouldFinalModalBeOpened: true,
+                    importFinalModal: {title: translateLocal('spreadsheet.importFailedTitle'), prompt: translateLocal('spreadsheet.importFailedDescription')},
+                },
+            },
+        ],
+    };
+
+    return onyxData;
+}
 
 /**
  * Build optimistic data for removing users from the announcement room
@@ -640,6 +675,22 @@ function addMembersToWorkspace(invitedEmailsToAccountIDs: InvitedEmailsToAccount
     API.write(WRITE_COMMANDS.ADD_MEMBERS_TO_WORKSPACE, params, {optimisticData, successData, failureData});
 }
 
+type PolicyMember = {
+    email: string;
+    role: string;
+};
+
+function importPolicyMembers(policyID: string, members: PolicyMember[]) {
+    const onyxData = updateImportSpreadsheetData(members.length);
+
+    const parameters = {
+        policyID,
+        employees: JSON.stringify(members.map((member) => ({email: member.email, role: member.role}))),
+    };
+
+    API.write(WRITE_COMMANDS.IMPORT_MEMBERS_SPREADSHEET, parameters, onyxData);
+}
+
 /**
  * Invite member to the specified policyID
  * Please see https://github.com/Expensify/App/blob/main/README.md#Security for more details
@@ -836,6 +887,21 @@ function declineJoinRequest(reportID: string, reportAction: OnyxEntry<ReportActi
     API.write(WRITE_COMMANDS.DECLINE_JOIN_REQUEST, parameters, {optimisticData, failureData, successData});
 }
 
+function downloadMembersCSV(policyID: string) {
+    const finalParameters = enhanceParameters(WRITE_COMMANDS.EXPORT_MEMBERS_CSV, {
+        policyID,
+    });
+
+    const fileName = 'Members.csv';
+
+    const formData = new FormData();
+    Object.entries(finalParameters).forEach(([key, value]) => {
+        formData.append(key, String(value));
+    });
+
+    fileDownload(ApiUtils.getCommandURL({command: WRITE_COMMANDS.EXPORT_MEMBERS_CSV}), fileName, '', false, formData, CONST.NETWORK.METHOD.POST);
+}
+
 export {
     removeMembers,
     updateWorkspaceMembersRole,
@@ -850,6 +916,8 @@ export {
     acceptJoinRequest,
     declineJoinRequest,
     isApprover,
+    importPolicyMembers,
+    downloadMembersCSV,
 };
 
 export type {NewCustomUnit};

src/pages/workspace/WorkspaceMembersPage.tsx

@@ -28,6 +28,7 @@ import usePrevious from '@hooks/usePrevious';
 import useResponsiveLayout from '@hooks/useResponsiveLayout';
 import useStyleUtils from '@hooks/useStyleUtils';
 import useThemeStyles from '@hooks/useThemeStyles';
+import useWindowDimensions from '@hooks/useWindowDimensions';
 import {turnOffMobileSelectionMode} from '@libs/actions/MobileSelectionMode';
 import * as DeviceCapabilities from '@libs/DeviceCapabilities';
 import Log from '@libs/Log';
@@ -37,6 +38,7 @@ import * as OptionsListUtils from '@libs/OptionsListUtils';
 import * as PersonalDetailsUtils from '@libs/PersonalDetailsUtils';
 import * as PolicyUtils from '@libs/PolicyUtils';
 import {getDisplayNameForParticipant} from '@libs/ReportUtils';
+import * as Modal from '@userActions/Modal';
 import * as Member from '@userActions/Policy/Member';
 import * as Policy from '@userActions/Policy/Policy';
 import CONST from '@src/CONST';
@@ -70,10 +72,12 @@ function WorkspaceMembersPage({personalDetails, route, policy, currentUserPerson
     const [removeMembersConfirmModalVisible, setRemoveMembersConfirmModalVisible] = useState(false);
     const [errors, setErrors] = useState({});
     const {isOffline} = useNetwork();
+    const {windowWidth} = useWindowDimensions();
     const prevIsOffline = usePrevious(isOffline);
     const accountIDs = useMemo(() => Object.values(policyMemberEmailsToAccountIDs ?? {}).map((accountID) => Number(accountID)), [policyMemberEmailsToAccountIDs]);
     const prevAccountIDs = usePrevious(accountIDs);
     const textInputRef = useRef<TextInput>(null);
+    const [isOfflineModalVisible, setIsOfflineModalVisible] = useState(false);
     const isOfflineAndNoMemberDataAvailable = isEmptyObject(policy?.employeeList) && isOffline;
     const prevPersonalDetails = usePrevious(personalDetails);
     const {translate, formatPhoneNumber, preferredLocale} = useLocalize();
@@ -531,7 +535,7 @@ function WorkspaceMembersPage({personalDetails, route, policy, currentUserPerson
             return null;
         }
         return (
-            <View style={styles.w100}>
+            <View style={[styles.flexRow, styles.gap2, shouldUseNarrowLayout && styles.mb3]}>
                 {(shouldUseNarrowLayout ? canSelectMultiple : selectedEmployees.length > 0) ? (
                     <ButtonWithDropdownMenu<WorkspaceMemberBulkActionType>
                         shouldAlwaysShowDropdownMenu
@@ -558,6 +562,35 @@ function WorkspaceMembersPage({personalDetails, route, policy, currentUserPerson
         );
     };
 
+    const threeDotsMenuItems = useMemo(() => {
+        const menuItems = [
+            {
+                icon: Expensicons.Table,
+                text: translate('spreadsheet.importSpreadsheet'),
+                onSelected: () => {
+                    if (isOffline) {
+                        Modal.close(() => setIsOfflineModalVisible(true));
+                        return;
+                    }
+                    Navigation.navigate(ROUTES.WORKSPACE_MEMBERS_IMPORT.getRoute(policyID));
+                },
+            },
+            {
+                icon: Expensicons.Download,
+                text: translate('spreadsheet.downloadCSV'),
+                onSelected: () => {
+                    if (isOffline) {
+                        Modal.close(() => setIsOfflineModalVisible(true));
+                        return;
+                    }
+                    Member.downloadMembersCSV(policyID);
+                },
+            },
+        ];
+
+        return menuItems;
+    }, [policyID, translate, isOffline]);
+
     const selectionModeHeader = selectionMode?.isEnabled && shouldUseNarrowLayout;
 
     return (
@@ -570,6 +603,9 @@ function WorkspaceMembersPage({personalDetails, route, policy, currentUserPerson
             testID={WorkspaceMembersPage.displayName}
             shouldShowLoading={false}
             shouldShowOfflineIndicatorInWideScreen
+            shouldShowThreeDotsButton
+            threeDotsMenuItems={threeDotsMenuItems}
+            threeDotsAnchorPosition={styles.threeDotsPopoverOffsetNoCloseButton(windowWidth)}
             shouldShowNonAdmin
             onBackButtonPress={() => {
                 if (selectionMode?.isEnabled) {
@@ -583,6 +619,15 @@ function WorkspaceMembersPage({personalDetails, route, policy, currentUserPerson
             {() => (
                 <>
                     {shouldUseNarrowLayout && <View style={[styles.pl5, styles.pr5]}>{getHeaderButtons()}</View>}
+                    <ConfirmModal
+                        isVisible={isOfflineModalVisible}
+                        onConfirm={() => setIsOfflineModalVisible(false)}
+                        title={translate('common.youAppearToBeOffline')}
+                        prompt={translate('common.thisFeatureRequiresInternet')}
+                        confirmText={translate('common.buttonConfirm')}
+                        shouldShowCancelButton={false}
+                    />
+
                     <ConfirmModal
                         danger
                         title={translate('workspace.people.removeMembersTitle')}