Add workspace rules PDF document upload, view, and management UI

src/CONST/index.ts

@@ -9312,6 +9312,7 @@ const CONST = {
                 PLAN_TYPE: 'WorkspaceOverview-PlanType',
                 SHARE: 'WorkspaceOverview-Share',
                 CUSTOM_RULES: 'WorkspaceOverview-CustomRules',
+                RULES_DOCUMENT: 'WorkspaceOverview-RulesDocument',
                 INVITE_BUTTON: 'WorkspaceOverview-InviteButton',
                 MORE_DROPDOWN: 'WorkspaceOverview-MoreDropdown',
             },

src/ROUTES.ts

@@ -2122,6 +2122,10 @@ const ROUTES = {
         route: 'workspaces/:policyID/avatar',
         getRoute: (policyID: string, fallbackLetter?: UpperCaseCharacters) => `workspaces/${policyID}/avatar${fallbackLetter ? `?letter=${fallbackLetter}` : ''}` as const,
     },
+    WORKSPACE_DOCUMENT: {
+        route: 'workspaces/:policyID/document',
+        getRoute: (policyID: string) => `workspaces/${policyID}/document` as const,
+    },
     WORKSPACE_JOIN_USER: {
         route: 'workspaces/:policyID/join',
         getRoute: (policyID: string, inviterEmail: string) => `workspaces/${policyID}/join?email=${inviterEmail}` as const,

src/SCREENS.ts

@@ -19,6 +19,7 @@ const SCREENS = {
     REPORT: 'Report',
     PROFILE_AVATAR: 'ProfileAvatar',
     WORKSPACE_AVATAR: 'WorkspaceAvatar',
+    WORKSPACE_DOCUMENT: 'WorkspaceDocument',
     REPORT_AVATAR: 'ReportAvatar',
     NOT_FOUND: 'not-found',
     TRANSITION_BETWEEN_APPS: 'TransitionBetweenApps',

src/components/AttachmentPicker/index.native.tsx

@@ -27,6 +27,25 @@ import type IconAsset from '@src/types/utils/IconAsset';
 import launchCamera from './launchCamera/launchCamera';
 import type AttachmentPickerProps from './types';
 
+const EXTENSION_TO_NATIVE_TYPE: Record<string, string> = {
+    pdf: String(types.pdf),
+    doc: String(types.doc),
+    msword: String(types.doc),
+    zip: String(types.zip),
+    text: String(types.plainText),
+    json: String(types.json),
+    xls: String(types.xls),
+    xlsx: String(types.xlsx),
+    jpg: String(types.images),
+    jpeg: String(types.images),
+    png: String(types.images),
+    gif: String(types.images),
+    heif: String(types.images),
+    heic: String(types.images),
+    tif: String(types.images),
+    tiff: String(types.images),
+};
+
 type LocalCopy = {
     name: string | null;
     uri: string;
@@ -121,8 +140,10 @@ function AttachmentPicker({
     shouldHideCameraOption = false,
     shouldValidateImage = true,
     shouldHideGalleryOption = false,
+    acceptedFileTypes,
     fileLimit = 1,
     onOpenPicker,
+    shouldSkipAttachmentTypeModal = false,
 }: AttachmentPickerProps) {
     const icons = useMemoizedLazyExpensifyIcons(['Camera', 'Gallery', 'Paperclip']);
     const styles = useThemeStyles();
@@ -251,8 +272,22 @@ function AttachmentPicker({
      * Launch the DocumentPicker. Results are in the same format as ImagePicker
      */
     const showDocumentPicker = useCallback(async (): Promise<LocalCopy[]> => {
+        let pickerTypes: string[];
+        if (acceptedFileTypes && acceptedFileTypes.length > 0) {
+            const mappedTypes = acceptedFileTypes.reduce<string[]>((result, extension) => {
+                const nativeType = EXTENSION_TO_NATIVE_TYPE[String(extension)];
+                if (nativeType !== undefined && !result.includes(nativeType)) {
+                    result.push(nativeType);
+                }
+                return result;
+            }, []);
+            pickerTypes = mappedTypes.length > 0 ? mappedTypes : [types.allFiles];
+        } else {
+            pickerTypes = [type === CONST.ATTACHMENT_PICKER_TYPE.IMAGE ? types.images : types.allFiles];
+        }
+
         const pickedFiles = await pick({
-            type: [type === CONST.ATTACHMENT_PICKER_TYPE.IMAGE ? types.images : types.allFiles],
+            type: pickerTypes,
             allowMultiSelection: fileLimit !== 1,
         });
 
@@ -280,7 +315,7 @@ function AttachmentPicker({
                 type: file.type,
             };
         });
-    }, [fileLimit, type]);
+    }, [acceptedFileTypes, fileLimit, type]);
 
     const menuItemData: Item[] = useMemo(() => {
         const data: Item[] = [
@@ -336,19 +371,6 @@ function AttachmentPicker({
         [showGeneralAlert, showImageCorruptionAlert, translate],
     );
 
-    /**
-     * Opens the attachment modal
-     *
-     * @param onPickedHandler A callback that will be called with the selected attachment
-     * @param onCanceledHandler A callback that will be called without a selected attachment
-     */
-    const open = (onPickedHandler: (files: FileObject[]) => void, onCanceledHandler: () => void = () => {}, onClosedHandler: () => void = () => {}) => {
-        completeAttachmentSelection.current = onPickedHandler;
-        onCanceled.current = onCanceledHandler;
-        onClosed.current = onClosedHandler;
-        setIsVisible(true);
-    };
-
     /**
      * Closes the attachment modal
      */
@@ -442,6 +464,33 @@ function AttachmentPicker({
         [handleImageProcessingError, shouldValidateImage, showGeneralAlert, showImageCorruptionAlert],
     );
 
+    /**
+     * Opens the attachment modal, or directly launches the document picker when shouldSkipAttachmentTypeModal is true.
+     */
+    const open = (onPickedHandler: (files: FileObject[]) => void, onCanceledHandler: () => void = () => {}, onClosedHandler: () => void = () => {}) => {
+        completeAttachmentSelection.current = onPickedHandler;
+        onCanceled.current = onCanceledHandler;
+        onClosed.current = onClosedHandler;
+
+        if (shouldSkipAttachmentTypeModal) {
+            onOpenPicker?.();
+            showDocumentPicker()
+                .catch((error: Error) => {
+                    if (JSON.stringify(error).includes('OPERATION_CANCELED')) {
+                        return;
+                    }
+                    showGeneralAlert(error.message);
+                    throw error;
+                })
+                .then((result) => pickAttachment(result))
+                .catch(console.error)
+                .finally(() => onClosedHandler());
+            return;
+        }
+
+        setIsVisible(true);
+    };
+
     /**
      * Setup native attachment selection to start after this popover closes
      *

src/components/AttachmentPicker/types.ts

@@ -60,6 +60,9 @@ type AttachmentPickerProps = {
 
     /** A callback that will be called when the picker is opened. */
     onOpenPicker?: () => void;
+
+    /** When true, skip the Camera/Gallery/Document modal and open the document picker directly (native only). */
+    shouldSkipAttachmentTypeModal?: boolean;
 };
 
 export default AttachmentPickerProps;

src/languages/de.ts

@@ -6840,6 +6840,8 @@ Fordern Sie Spesendetails wie Belege und Beschreibungen an, legen Sie Limits und
             customRules: {
                 title: 'Spesenrichtlinie',
                 cardSubtitle: 'Hier ist die Spesenrichtlinie deines Teams hinterlegt, damit alle denselben Stand haben, was abgedeckt ist.',
+                policyDocument: 'Richtliniendokument',
+                policyText: 'Richtlinientext',
             },
             spendRules: {
                 title: 'Ausgaben',

src/languages/en.ts

@@ -6854,6 +6854,8 @@ const translations = {
             customRules: {
                 title: 'Expense policy',
                 cardSubtitle: "Here's where your team's expense policy lives, so everyone's on the same page about what's covered.",
+                policyDocument: 'Policy document',
+                policyText: 'Policy text',
             },
             spendRules: {
                 title: 'Spend',

src/languages/es.ts

@@ -6741,6 +6741,8 @@ ${amount} para ${merchant} - ${date}`,
             customRules: {
                 title: 'Reglas personalizadas',
                 cardSubtitle: 'Aquí es donde se definen las reglas de tu equipo, para que todos sepan lo que esta cubierto.',
+                policyDocument: 'Documento de política',
+                policyText: 'Texto de política',
             },
             spendRules: {
                 title: 'Gastos',

src/languages/fr.ts

@@ -6862,6 +6862,8 @@ Rendez obligatoires des informations de dépense comme les reçus et les descrip
             customRules: {
                 title: 'Politique de dépenses',
                 cardSubtitle: 'C’est ici que se trouve la politique de dépenses de votre équipe, pour que tout le monde soit d’accord sur ce qui est couvert.',
+                policyDocument: 'Document de politique',
+                policyText: 'Texte de politique',
             },
             spendRules: {
                 title: 'Dépenser',

src/languages/it.ts

@@ -6825,6 +6825,8 @@ Richiedi dettagli sulle spese come ricevute e descrizioni, imposta limiti e valo
             customRules: {
                 title: 'Politica di spesa',
                 cardSubtitle: 'Qui trovi il regolamento spese del tuo team, così tutti sono allineati su cosa è coperto.',
+                policyDocument: 'Documento di politica',
+                policyText: 'Testo della politica',
             },
             spendRules: {
                 title: 'Spesa',

src/languages/ja.ts

@@ -6748,6 +6748,8 @@ ${reportName}
             customRules: {
                 title: '経費ポリシー',
                 cardSubtitle: 'ここはチームの経費ポリシーが保存されている場所です。何が対象になるか、全員が同じ認識を持てます。',
+                policyDocument: 'ポリシー文書',
+                policyText: 'ポリシーテキスト',
             },
             spendRules: {
                 title: '支出',

src/languages/nl.ts

@@ -6805,6 +6805,8 @@ Vereis onkostendetails zoals bonnen en beschrijvingen, stel limieten en standaar
             customRules: {
                 title: 'Declaratiebeleid',
                 cardSubtitle: 'Hier staat het declaratiebeleid van je team, zodat iedereen hetzelfde beeld heeft van wat er wordt vergoed.',
+                policyDocument: 'Beleidsdocument',
+                policyText: 'Beleidstekst',
             },
             spendRules: {
                 title: 'Uitgaven',

src/languages/pl.ts

@@ -6797,6 +6797,8 @@ Wymagaj szczegółów wydatków, takich jak paragony i opisy, ustawiaj limity i
             customRules: {
                 title: 'Polityka wydatków',
                 cardSubtitle: 'To tutaj znajduje się polityka wydatków Twojego zespołu, aby wszyscy mieli jasność co do tego, co jest objęte.',
+                policyDocument: 'Dokument polityki',
+                policyText: 'Tekst polityki',
             },
             spendRules: {
                 title: 'Wydatki',

src/languages/pt-BR.ts

@@ -6803,6 +6803,8 @@ Exija dados de despesas como recibos e descrições, defina limites e padrões e
             customRules: {
                 title: 'Política de despesas',
                 cardSubtitle: 'Aqui é onde fica a política de despesas da sua equipe, para que todo mundo esteja alinhado sobre o que é coberto.',
+                policyDocument: 'Documento de política',
+                policyText: 'Texto da política',
             },
             spendRules: {
                 title: 'Gasto',

src/languages/zh-hans.ts

@@ -6630,6 +6630,8 @@ ${reportName}
             customRules: {
                 title: '报销政策',
                 cardSubtitle: '这是你们团队的报销政策所在之处，让所有人都清楚哪些内容在报销范围之内。',
+                policyDocument: '政策文件',
+                policyText: '政策文本',
             },
             spendRules: {
                 title: '支出',

src/libs/API/parameters/DeletePolicyRulesDocumentParams.ts

@@ -0,0 +1,5 @@
+type DeletePolicyRulesDocumentParams = {
+    policyID: string;
+};
+
+export default DeletePolicyRulesDocumentParams;

src/libs/API/parameters/UpdatePolicyRulesDocumentParams.ts

@@ -0,0 +1,6 @@
+type UpdatePolicyRulesDocumentParams = {
+    policyID: string;
+    file: File;
+};
+
+export default UpdatePolicyRulesDocumentParams;

src/libs/API/parameters/index.ts

@@ -164,6 +164,8 @@ export type {default as CreateWorkspaceParams} from './CreateWorkspaceParams';
 export type {default as UpdateWorkspaceGeneralSettingsParams} from './UpdateWorkspaceGeneralSettingsParams';
 export type {default as DeleteWorkspaceAvatarParams} from './DeleteWorkspaceAvatarParams';
 export type {default as UpdateWorkspaceAvatarParams} from './UpdateWorkspaceAvatarParams';
+export type {default as UpdatePolicyRulesDocumentParams} from './UpdatePolicyRulesDocumentParams';
+export type {default as DeletePolicyRulesDocumentParams} from './DeletePolicyRulesDocumentParams';
 export type {default as AddMembersToWorkspaceParams} from './AddMembersToWorkspaceParams';
 export type {default as DeleteMembersFromWorkspaceParams} from './DeleteMembersFromWorkspaceParams';
 export type {default as OpenWorkspaceParams} from './OpenWorkspaceParams';

src/libs/API/types.ts

@@ -154,6 +154,8 @@ const WRITE_COMMANDS = {
     ADD_MEMBERS_TO_WORKSPACE: 'AddMembersToWorkspace',
     UPDATE_WORKSPACE_AVATAR: 'UpdateWorkspaceAvatar',
     DELETE_WORKSPACE_AVATAR: 'DeleteWorkspaceAvatar',
+    UPDATE_POLICY_RULES_DOCUMENT: 'UpdatePolicyRulesDocument',
+    DELETE_POLICY_RULES_DOCUMENT: 'DeletePolicyRulesDocument',
     UPDATE_WORKSPACE_GENERAL_SETTINGS: 'UpdateWorkspaceGeneralSettings',
     UPDATE_WORKSPACE_DESCRIPTION: 'UpdateWorkspaceDescription',
     UPDATE_WORKSPACE_CLIENT_ID: 'UpdateWorkspaceClientID',
@@ -727,6 +729,8 @@ type WriteCommandParameters = {
     [WRITE_COMMANDS.ADD_MEMBERS_TO_WORKSPACE]: Parameters.AddMembersToWorkspaceParams;
     [WRITE_COMMANDS.UPDATE_WORKSPACE_AVATAR]: Parameters.UpdateWorkspaceAvatarParams;
     [WRITE_COMMANDS.DELETE_WORKSPACE_AVATAR]: Parameters.DeleteWorkspaceAvatarParams;
+    [WRITE_COMMANDS.UPDATE_POLICY_RULES_DOCUMENT]: Parameters.UpdatePolicyRulesDocumentParams;
+    [WRITE_COMMANDS.DELETE_POLICY_RULES_DOCUMENT]: Parameters.DeletePolicyRulesDocumentParams;
     [WRITE_COMMANDS.UPDATE_WORKSPACE_GENERAL_SETTINGS]: Parameters.UpdateWorkspaceGeneralSettingsParams;
     [WRITE_COMMANDS.UPDATE_WORKSPACE_DESCRIPTION]: Parameters.UpdateWorkspaceDescriptionParams;
     [WRITE_COMMANDS.UPDATE_WORKSPACE_CLIENT_ID]: Parameters.UpdateWorkspaceClientIDParams;

src/libs/Navigation/AppNavigator/AuthScreens.tsx

@@ -283,6 +283,12 @@ function AuthScreens() {
                             getComponent={loadAttachmentModalScreen}
                             listeners={modalScreenListeners}
                         />
+                        <RootStack.Screen
+                            name={SCREENS.WORKSPACE_DOCUMENT}
+                            options={attachmentModalScreenOptions}
+                            getComponent={loadAttachmentModalScreen}
+                            listeners={modalScreenListeners}
+                        />
                         <RootStack.Screen
                             name={SCREENS.TRANSACTION_RECEIPT}
                             options={attachmentModalScreenOptions}

src/libs/Navigation/AppNavigator/createRootStackNavigator/GetStateForActionHandlers.ts

@@ -36,6 +36,7 @@ const MODAL_ROUTES_TO_DISMISS = new Set<string>([
     SCREENS.MONEY_REQUEST.ODOMETER_PREVIEW,
     SCREENS.PROFILE_AVATAR,
     SCREENS.WORKSPACE_AVATAR,
+    SCREENS.WORKSPACE_DOCUMENT,
     SCREENS.REPORT_AVATAR,
     SCREENS.CONCIERGE,
     SCREENS.SEARCH_ROUTER.ROOT,

src/libs/Navigation/linkingConfig/config.ts

@@ -33,6 +33,7 @@ const config: LinkingOptions<RootNavigatorParamList>['config'] = {
             },
         },
         [SCREENS.WORKSPACE_AVATAR]: ROUTES.WORKSPACE_AVATAR.route,
+        [SCREENS.WORKSPACE_DOCUMENT]: ROUTES.WORKSPACE_DOCUMENT.route,
         [SCREENS.REPORT_AVATAR]: ROUTES.REPORT_AVATAR.route,
         [SCREENS.TRANSACTION_RECEIPT]: ROUTES.TRANSACTION_RECEIPT.route,
         [SCREENS.MONEY_REQUEST.RECEIPT_PREVIEW]: ROUTES.MONEY_REQUEST_RECEIPT_PREVIEW.route,

src/libs/Navigation/types.ts

@@ -2999,6 +2999,9 @@ type AttachmentModalScreensParamList = {
         policyID: string;
         letter?: UpperCaseCharacters;
     };
+    [SCREENS.WORKSPACE_DOCUMENT]: AttachmentModalContainerModalProps & {
+        policyID: string;
+    };
     [SCREENS.REPORT_AVATAR]: AttachmentModalContainerModalProps & {
         reportID: string;
         policyID?: string;

src/libs/PolicyUtils.ts

@@ -45,6 +45,8 @@
 import {getBankAccountFromID} from './actions/BankAccounts';
 import {hasSynchronizationErrorMessage, isConnectionUnverified} from './actions/connections';
 import {shouldShowQBOReimbursableExportDestinationAccountError} from './actions/connections/QuickbooksOnline';
+import addEncryptedAuthTokenToURL from './addEncryptedAuthTokenToURL';
+import {getApiRoot} from './ApiUtils';
 import {getCategoryApproverRule} from './CategoryUtils';
 import {convertToBackendAmount} from './CurrencyUtils';
 import Navigation from './Navigation/Navigation';
@@ -74,7 +76,7 @@
 
 let allPolicies: OnyxCollection<Policy>;
 
 Onyx.connect({
     key: ONYXKEYS.COLLECTION.POLICY,
     waitForCollectionCallback: true,
     callback: (value) => (allPolicies = value),
@@ -2126,6 +2128,32 @@
     return policies.sort((a, b) => localeCompare(a.name || '', b.name || ''));
 }
 
+/**
+ * Builds a source URL for rendering a policy document PDF.
+ * Local blob/file URIs (from optimistic uploads) are returned directly.
+ * Remote URLs are routed through the authenticated GetPolicyRulesDocument streaming endpoint.
+ * The stored URL (which contains a unique timestamp per upload) is appended as a version
+ * parameter so the browser treats each replacement as a distinct resource.
+ */
+function getRulesDocumentSourceURL(rulesDocumentURL: string | undefined, policyID: string | undefined, encryptedAuthToken: string): string {
+    if (!rulesDocumentURL || !policyID) {
+        return '';
+    }
+
+    const isLocalFile = rulesDocumentURL.startsWith('blob:') || rulesDocumentURL.startsWith('file:');
+    if (isLocalFile) {
+        return rulesDocumentURL;
+    }
+
+    return addEncryptedAuthTokenToURL(
+        // Each PDF upload gets a unique S3 key, so rulesDocumentURL changes on every replacement.
+        // Encoding it as cacheBuster ensures the full streaming URL is also unique, preventing stale browser/pdfjs cache.
+        `${getApiRoot({shouldUseSecure: false})}api/GetPolicyRulesDocument?policyID=${policyID}&cacheBuster=${encodeURIComponent(rulesDocumentURL)}`,
+        encryptedAuthToken,
+        true,
+    );
+}
+
 export {
     canEditTaxRate,
     canPolicyAccessFeature,
@@ -2299,6 +2327,7 @@
     isPolicyTaxEnabled,
     sortPoliciesByName,
     isPolicyApprover,
+    getRulesDocumentSourceURL,
     getHRConnectionNames,
     isGustoConnected,
 };