Land Looking-Around users in Spend > Expenses and add "Send to someone" to a tracked expense's More menu

src/CONST/index.ts

@@ -1560,6 +1560,7 @@ const CONST = {
             MERGE: 'merge',
             DUPLICATE: 'duplicate',
             MOVE_EXPENSE: 'moveExpense',
+            SEND_TO_SOMEONE: 'sendToSomeone',
         },
         SELECTED_TRANSACTIONS_BULK_ACTION_TYPES: {
             HOLD: 'hold',

src/components/MoneyRequestHeaderSecondaryActions.tsx

@@ -1,3 +1,4 @@
+import useActivePolicy from '@hooks/useActivePolicy';
 import useConfirmModal from '@hooks/useConfirmModal';
 import {useCurrencyListActions} from '@hooks/useCurrencyList';
 import useCurrentUserPersonalDetails from '@hooks/useCurrentUserPersonalDetails';
@@ -18,6 +19,7 @@ import useParticipantsPolicyTags from '@hooks/useParticipantsPolicyTags';
 import usePermissions from '@hooks/usePermissions';
 import usePersonalPolicy from '@hooks/usePersonalPolicy';
 import usePolicyForMovingExpenses from '@hooks/usePolicyForMovingExpenses';
+import usePreferredPolicy from '@hooks/usePreferredPolicy';
 import useReportIsArchived from '@hooks/useReportIsArchived';
 import useResponsiveLayout from '@hooks/useResponsiveLayout';
 import useRestrictedActionPolicyID from '@hooks/useRestrictedActionPolicyID';
@@ -41,11 +43,12 @@ import type {PlatformStackRouteProp} from '@libs/Navigation/PlatformStackNavigat
 import type {ReportsSplitNavigatorParamList, RightModalNavigatorParamList} from '@libs/Navigation/types';
 import {isTrackOnboardingChoice} from '@libs/OnboardingUtils';
 import {sortAndSectionPopoverMenuItems, TRANSACTION_MORE_MENU_SECTIONS} from '@libs/PopoverMenuSections';
-import {getOriginalMessage, isMoneyRequestAction, isTrackExpenseAction} from '@libs/ReportActionsUtils';
+import {getOriginalMessage, getTrackExpenseActionableWhisper, isMoneyRequestAction, isTrackExpenseAction} from '@libs/ReportActionsUtils';
 import {getTransactionThreadPrimaryAction} from '@libs/ReportPrimaryActionUtils';
 import {getSecondaryTransactionThreadActions} from '@libs/ReportSecondaryActionUtils';
 import {
     changeMoneyRequestHoldStatus,
+    createDraftTransactionAndNavigateToParticipantSelector,
     generateReportID,
     getPolicyExpenseChat,
     isCurrentUserSubmitter,
@@ -82,8 +85,9 @@ import {useRoute} from '@react-navigation/native';
 import {shouldFailAllRequestsSelector} from '@selectors/Network';
 import {hasSeenTourSelector} from '@selectors/Onboarding';
 import {personalDetailsLoginSelector} from '@selectors/PersonalDetails';
+import {createFilteredPoliciesInfoSelector, createHasWorkspaceToSubmitToSelector} from '@selectors/Policy';
 import {validTransactionDraftsSelector} from '@selectors/TransactionDraft';
-import React, {useRef, useState} from 'react';
+import React, {useMemo, useRef, useState} from 'react';
 
 import type {ButtonWithDropdownMenuRef, DropdownOption} from './ButtonWithDropdownMenu/types';
 
@@ -127,6 +131,7 @@ function MoneyRequestHeaderSecondaryActions({reportID, onBackButtonPress}: Money
         'DocumentMerge',
         'ExpenseCopy',
         'Info',
+        'Send',
         'Stopwatch',
         'ThumbsDown',
         'Trashcan',
@@ -179,6 +184,12 @@ function MoneyRequestHeaderSecondaryActions({reportID, onBackButtonPress}: Money
     const restrictedActionPolicyID = useRestrictedActionPolicyID(policy);
     const isTrackIntentUser = isTrackOnboardingChoice(introSelected?.choice);
 
+    const activePolicy = useActivePolicy();
+    const {isRestrictedToPreferredPolicy, preferredPolicyID} = usePreferredPolicy();
+    const filteredPoliciesInfoSelector = useMemo(() => createFilteredPoliciesInfoSelector(currentUserLogin), [currentUserLogin]);
+    const [filteredPoliciesInfo] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {selector: filteredPoliciesInfoSelector});
+    const draftTransactionIDs = useMemo(() => Object.keys(transactionDrafts ?? {}), [transactionDrafts]);
+
     // Custom hooks
     const defaultExpensePolicy = useDefaultExpensePolicy();
     const [defaultPolicyCategories] = useOnyx(`${ONYXKEYS.COLLECTION.POLICY_CATEGORIES}${getNonEmptyStringOnyxID(defaultExpensePolicy?.id)}`);
@@ -190,6 +201,9 @@ function MoneyRequestHeaderSecondaryActions({reportID, onBackButtonPress}: Money
     const isParentReportArchived = useReportIsArchived(report?.parentReportID);
     const {isBetaEnabled} = usePermissions();
     const isASAPSubmitBetaEnabled = isBetaEnabled(CONST.BETAS.ASAP_SUBMIT);
+    const isSubmit2026BetaEnabled = isBetaEnabled(CONST.BETAS.SUBMIT_2026);
+    const hasWorkspaceToSubmitToSelector = useMemo(() => createHasWorkspaceToSubmitToSelector(currentUserLogin, isSubmit2026BetaEnabled), [currentUserLogin, isSubmit2026BetaEnabled]);
+    const [hasWorkspaceToSubmitTo = false] = useOnyx(ONYXKEYS.COLLECTION.POLICY, {selector: hasWorkspaceToSubmitToSelector});
     const {showConfirmModal} = useConfirmModal();
     const {isDelegateAccessRestricted} = useDelegateNoAccessState();
     const {showDelegateNoAccessModal} = useDelegateNoAccessActions();
@@ -332,6 +346,7 @@ function MoneyRequestHeaderSecondaryActions({reportID, onBackButtonPress}: Money
             isChatReportArchived: isChatIOUReportArchived,
             grandParentReport,
             isProduction,
+            hasWorkspaceToSubmitTo,
         });
     })();
 
@@ -605,6 +620,38 @@ function MoneyRequestHeaderSecondaryActions({reportID, onBackButtonPress}: Money
                 );
             },
         },
+        [CONST.REPORT.TRANSACTION_SECONDARY_ACTIONS.SEND_TO_SOMEONE]: {
+            text: translate('iou.sendToSomeone'),
+            icon: expensifyIcons.Send,
+            value: CONST.REPORT.TRANSACTION_SECONDARY_ACTIONS.SEND_TO_SOMEONE,
+            onSelected: () => {
+                if (isDelegateAccessRestricted) {
+                    showDelegateNoAccessModal();
+                    return;
+                }
+
+                createDraftTransactionAndNavigateToParticipantSelector({
+                    reportID: parentReport?.reportID,
+                    actionName: CONST.IOU.ACTION.SUBMIT,
+                    reportActionID: getTrackExpenseActionableWhisper(transaction?.transactionID, parentReport?.reportID, parentReportActions)?.reportActionID,
+                    reportActions: parentReportActions,
+                    introSelected,
+                    draftTransactionIDs,
+                    activePolicy,
+                    userBillingGracePeriodEnds,
+                    amountOwed,
+                    ownerBillingGracePeriodEnd,
+                    isRestrictedToPreferredPolicy,
+                    preferredPolicyID,
+                    transaction,
+                    currentUserAccountID: accountID,
+                    currentUserEmail: currentUserLogin ?? '',
+                    currentUserLocalCurrency: localCurrencyCode ?? CONST.CURRENCY.USD,
+                    filteredPoliciesCount: filteredPoliciesInfo?.filteredPoliciesCount ?? 0,
+                    firstPolicyID: filteredPoliciesInfo?.firstPolicyID,
+                });
+            },
+        },
     };
 
     const applicableSecondaryActions = sortAndSectionPopoverMenuItems(

src/languages/de.ts

@@ -1546,6 +1546,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `hat mit dem Ausgleich begonnen. Die Zahlung ist ausgesetzt, bis ${submitterDisplayName} das Wallet aktiviert.`,
         enableWallet: 'Wallet aktivieren',
         hold: 'Warteschleife',
+        sendToSomeone: 'An jemanden senden',
         unhold: 'Zurückhalten aufheben',
         holdExpense: () => ({
             one: 'Ausgabe zurückhalten',

src/languages/el.ts

@@ -1605,6 +1605,7 @@ const translations: TranslationDeepObject<typeof en> = {
             `ξεκίνησε τη διαδικασία τακτοποίησης. Η πληρωμή έχει τεθεί σε αναμονή μέχρι ο/η ${submitterDisplayName} να ενεργοποιήσει το πορτοφόλι του/της.`,
         enableWallet: 'Ενεργοποίηση πορτοφολιού',
         hold: 'Σε αναμονή',
+        sendToSomeone: 'Αποστολή σε κάποιον',
         unhold: 'Αφαίρεση κράτησης',
         holdExpense: () => ({
             one: 'Αναστολή δαπάνης',

src/languages/en.ts

@@ -1626,6 +1626,7 @@ const translations = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `started settling up. Payment is on hold until ${submitterDisplayName} enables their wallet.`,
         enableWallet: 'Enable wallet',
         hold: 'Hold',
+        sendToSomeone: 'Send to someone',
         unhold: 'Remove hold',
         holdExpense: () => ({
             one: 'Hold expense',

src/languages/es.ts

@@ -1599,6 +1599,7 @@ const translations: TranslationDeepObject<typeof en> = {
         payOnly: 'Solo pagar',
         approveOnly: 'Solo aprobar',
         hold: 'Retener',
+        sendToSomeone: 'Enviar a alguien',
         unhold: 'Desbloquear',
         holdEducationalTitle: '¿Deberías retener este gasto?',
         whatIsHoldExplain: 'Retener es como presionar "pausa" en un gasto hasta que estés listo para enviarlo.',

src/languages/fr.ts

@@ -1551,6 +1551,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `a commencé à régler. Le paiement est en attente jusqu’à ce que ${submitterDisplayName} active son portefeuille.`,
         enableWallet: 'Activer le portefeuille',
         hold: 'En attente',
+        sendToSomeone: 'Envoyer à quelqu’un',
         unhold: 'Supprimer la mise en attente',
         holdExpense: () => ({
             one: 'Mettre la dépense en attente',

src/languages/it.ts

@@ -1545,6 +1545,7 @@ const translations: TranslationDeepObject<typeof en> = {
             `ha iniziato a saldare il conto. Il pagamento è in sospeso finché ${submitterDisplayName} non abilita il proprio portafoglio.`,
         enableWallet: 'Abilita portafoglio',
         hold: 'Metti in attesa',
+        sendToSomeone: 'Invia a qualcuno',
         unhold: 'Rimuovi blocco',
         holdExpense: () => ({
             one: 'Metti in sospeso la spesa',

src/languages/ja.ts

@@ -1527,6 +1527,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `清算を開始しました。${submitterDisplayName} がウォレットを有効にするまで、支払いは保留されます。`,
         enableWallet: 'ウォレットを有効にする',
         hold: '保留',
+        sendToSomeone: '誰かに送る',
         unhold: '保留を解除',
         holdExpense: () => ({
             one: '経費を保留',

src/languages/nl.ts

@@ -1541,6 +1541,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `is begonnen met afrekenen. Betaling wordt vastgehouden totdat ${submitterDisplayName} hun wallet inschakelt.`,
         enableWallet: 'Portemonnee inschakelen',
         hold: 'Vasthouden',
+        sendToSomeone: 'Naar iemand sturen',
         unhold: 'Blokkering opheffen',
         holdExpense: () => ({
             one: 'Uitgave vasthouden',

src/languages/pl.ts

@@ -1537,6 +1537,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `rozpoczął rozliczanie. Płatność jest wstrzymana, dopóki ${submitterDisplayName} nie włączy swojego portfela.`,
         enableWallet: 'Włącz portfel',
         hold: 'Wstrzymaj',
+        sendToSomeone: 'Wyślij do kogoś',
         unhold: 'Usuń blokadę',
         holdExpense: () => ({
             one: 'Wstrzymaj wydatek',

src/languages/pt-BR.ts

@@ -1540,6 +1540,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `começou a acertar as contas. O pagamento está em espera até ${submitterDisplayName} ativar a carteira.`,
         enableWallet: 'Ativar carteira',
         hold: 'Reter',
+        sendToSomeone: 'Enviar para alguém',
         unhold: 'Remover bloqueio',
         holdExpense: () => ({
             one: 'Reter despesa',

src/languages/zh-hans.ts

@@ -1487,6 +1487,7 @@ const translations: TranslationDeepObject<typeof en> = {
         waitingOnEnabledWallet: (submitterDisplayName: string) => `已开始结算。在 ${submitterDisplayName} 启用其钱包之前，付款将被暂挂。`,
         enableWallet: '启用钱包',
         hold: '暂挂',
+        sendToSomeone: '发送给某人',
         unhold: '解除保留',
         holdExpense: () => ({
             one: '暂挂报销',

src/libs/IOUAmountSubmission.ts

@@ -37,6 +37,7 @@ import {
     getExistingTransactionID,
     isMovingTransactionFromTrackExpense,
     isParticipantP2P,
+    isSelfDMSoleDestination,
     navigateToConfirmationPage,
     navigateToParticipantPage,
     resolveOptimisticChatReportID,
@@ -338,6 +339,9 @@ function submitSkipConfirmationExpense(args: SubmitAmountArgs, ctx: SubmitAmount
     const optimisticTransactionID = rand64();
     const {optimisticChatReportID} = resolveOptimisticChatReportID([participant?.accountID ?? CONST.DEFAULT_NUMBER_ID, currentUserAccountID], report);
     const isTrackExpenseSubmit = iouType === CONST.IOU.TYPE.TRACK;
+    // Whether this expense's sole destination is the current user's self-DM. Scopes the LOOKING_AROUND
+    // "route to Spend > Expenses" behaviour to the self-DM case (matches the confirmation step).
+    const isSelfDMDestination = isSelfDMSoleDestination(participants, iouType, currentUserAccountID);
     const draftTransactionIDsList = Object.keys(transactionDrafts ?? {});
     const isSelfTourViewed = hasSeenTourSelector(onboarding) ?? false;
     const executeExpenseWrite = (overrides: WriteOverrides) => {
@@ -425,11 +429,16 @@ function submitSkipConfirmationExpense(args: SubmitAmountArgs, ctx: SubmitAmount
             backToReport,
             optimisticChatReportID,
             linkedTrackedExpenseReportAction: transaction?.linkedTrackedExpenseReportAction,
+            isLookingAroundUser: introSelected?.choice === CONST.ONBOARDING_CHOICES.LOOKING_AROUND,
+            isSelfDMDestination,
         });
     };
     submitWithDismissFirst({
         executeWrite: executeExpenseWrite,
         destinationReportID: isTrackExpenseSubmit ? (report?.reportID ?? selfDMReport?.reportID) : report?.reportID,
+        isFromGlobalCreate: getIsFromGlobalCreate(transaction),
+        isLookingAroundUser: introSelected?.choice === CONST.ONBOARDING_CHOICES.LOOKING_AROUND,
+        isSelfDMDestination,
         telemetryContext: {
             scenario: isTrackExpenseSubmit ? CONST.TELEMETRY.SUBMIT_EXPENSE_SCENARIO.TRACK_EXPENSE : CONST.TELEMETRY.SUBMIT_EXPENSE_SCENARIO.REQUEST_MONEY_MANUAL,
             iouType,

src/libs/Navigation/helpers/cleanupAndNavigateAfterExpenseCreate.ts

@@ -21,6 +21,18 @@ type CleanupAndNavigateAfterExpenseCreateParams = {
     isInvoice?: boolean;
     linkedTrackedExpenseReportAction?: OnyxEntry<ReportAction>;
     action: DeepValueOf<typeof CONST.IOU.ACTION>;
+
+    /**
+     * Whether the current user selected the "Looking around / Something else" (LOOKING_AROUND) onboarding choice.
+     * Read from Onyx in render context by the calling component/hook and forwarded to `navigateAfterExpenseCreate`.
+     */
+    isLookingAroundUser?: boolean;
+
+    /**
+     * Whether the sole destination for this expense is the current user's self-DM (Personal Space). Forwarded to
+     * `navigateAfterExpenseCreate` so the LOOKING_AROUND "route to Spend > Expenses" behaviour only fires for the self-DM case.
+     */
+    isSelfDMDestination?: boolean;
     /** When false, runs cleanup only — use when dismiss/reveal already handled navigation.
      * IMPORTANT: Caller must own telemetry span lifecycle. SubmitExpenseOrchestrator starts
      * SPAN_SUBMIT_EXPENSE before calling createTransaction; when shouldNavigate=false, caller
@@ -45,6 +57,8 @@ function cleanupAndNavigateAfterExpenseCreate({
     isInvoice,
     linkedTrackedExpenseReportAction,
     action,
+    isLookingAroundUser,
+    isSelfDMDestination,
     shouldNavigate = true,
     navigationReportID,
 }: CleanupAndNavigateAfterExpenseCreateParams) {
@@ -70,6 +84,8 @@ function cleanupAndNavigateAfterExpenseCreate({
         isInvoice,
         hasMultipleTransactions,
         shouldAddPendingNewTransactionIDs,
+        isLookingAroundUser,
+        isSelfDMDestination,
         shouldNavigate,
     });
 }

src/libs/Navigation/helpers/navigateAfterExpenseCreate.ts

@@ -23,6 +23,21 @@ type NavigateAfterExpenseCreateParams = {
     hasMultipleTransactions: boolean;
     shouldAddPendingNewTransactionIDs?: boolean;
     shouldNavigate?: boolean;
+
+    /**
+     * Whether the current user selected the "Looking around / Something else" (LOOKING_AROUND) onboarding choice.
+     * The caller reads the onboarding choice from Onyx in render context (via `useOnyx`) and passes the result in,
+     * so this helper stays a pure function instead of subscribing to Onyx itself.
+     */
+    isLookingAroundUser?: boolean;
+
+    /**
+     * Whether the sole destination for this expense is the current user's self-DM (Personal Space). The LOOKING_AROUND
+     * "route to Spend > Expenses" behaviour is scoped to this so it only applies when the expense actually lands in the
+     * self-DM. A LOOKING_AROUND user who later has a workspace and submits to a real report/friend keeps their normal
+     * destination instead of being permanently sent to Search by mistake.
+     */
+    isSelfDMDestination?: boolean;
 };
 
 function getNavigateAfterCreateSearchNavigatorState() {
@@ -48,8 +63,15 @@ function navigateAfterExpenseCreate({
     hasMultipleTransactions,
     shouldAddPendingNewTransactionIDs = false,
     shouldNavigate = true,
+    isLookingAroundUser = false,
+    isSelfDMDestination = false,
 }: NavigateAfterExpenseCreateParams) {
-    const isUserOnInbox = isReportTopmostSplitNavigator();
+    // "Looking around / Something else" (LOOKING_AROUND) users have no workspace, so after they create an expense
+    // from the Inbox (HOME) that lands in their self-DM we want to drop them into Spend > Expenses rather than that
+    // self-DM (Personal Space). Treating them as "not on inbox" lets them fall through to the Search navigation below.
+    // Scoped to isSelfDMDestination so a LOOKING_AROUND user who later has a workspace and submits to a real
+    // report/friend still opens that report instead of being permanently sent to Search by mistake.
+    const isUserOnInbox = isReportTopmostSplitNavigator() && !(isLookingAroundUser && isSelfDMDestination);
 
     // If the expense is not created from global create or is currently on the inbox tab,
     // we just need to dismiss the money request flow screens
@@ -92,7 +114,11 @@ function navigateAfterExpenseCreate({
         } else if (getIsNarrowLayout()) {
             const isRHPStillOnTop = navigationRef.getRootState()?.routes?.at(-1)?.name === NAVIGATORS.RIGHT_MODAL_NAVIGATOR;
             if (!alreadyOnSearchRoot || !isSameSearchType || isRHPStillOnTop) {
-                Navigation.navigate(ROUTES.SEARCH_ROOT.getRoute({query: queryString}), {forceReplace: true});
+                // forceReplace makes linkTo dispatch a REPLACE against TAB_NAVIGATOR, but SEARCH.ROOT is in linkTo's
+                // ROOT_TAB_SCREENS, so the cross-tab PUSH branch is skipped and the REPLACE resolves to a no-op, leaving
+                // the user on the tab they submitted from. Skipped only for the LOOKING_AROUND self-DM flow so every
+                // other caller keeps its existing history behaviour.
+                Navigation.navigate(ROUTES.SEARCH_ROOT.getRoute({query: queryString}), {forceReplace: !(isLookingAroundUser && isSelfDMDestination)});
             } else {
                 Log.info('[IOU] navigateToSearch: already on matching Search root with RHP dismissed - no-op');
             }