fix(documents): allow CSV and Excel file uploads for evidence forms

apps/app/src/app/(app)/[orgId]/documents/components/CompanySubmissionWizard.tsx

@@ -251,6 +251,14 @@ export function CompanySubmissionWizard({
 
   const validateRequiredMatrixCells = () => {
     for (const field of matrixFields) {
+      // Skip matrix validation when a companion file has been uploaded
+      // (e.g. RBAC matrix allows uploading a spreadsheet instead of filling rows)
+      const companionFileKey = `${field.key.replace('Rows', '')}File`;
+      const companionFile = getValues(companionFileKey as never);
+      if (companionFile && typeof companionFile === 'object' && 'fileKey' in companionFile) {
+        continue;
+      }
+
       const rows = normalizeMatrixRows(getValues(field.key as never));
       const rowValues = rows.length > 0 ? rows : [createEmptyMatrixRow(field.columns)];
 
@@ -672,6 +680,15 @@ export function CompanySubmissionWizard({
                                           if (trimmed === '.svg') return ['image/svg+xml', []];
                                           if (trimmed === '.vsdx')
                                             return ['application/vnd.visio', []];
+                                          if (trimmed === '.csv') return ['text/csv', []];
+                                          if (trimmed === '.xlsx') {
+                                            return [
+                                              'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+                                              [],
+                                            ];
+                                          }
+                                          if (trimmed === '.xls')
+                                            return ['application/vnd.ms-excel', []];
                                           return null;
                                         })
                                         .filter(
@@ -830,6 +847,15 @@ export function CompanySubmissionWizard({
                                     if (trimmed === '.txt') return ['text/plain', []];
                                     if (trimmed === '.svg') return ['image/svg+xml', []];
                                     if (trimmed === '.vsdx') return ['application/vnd.visio', []];
+                                    if (trimmed === '.csv') return ['text/csv', []];
+                                    if (trimmed === '.xlsx') {
+                                      return [
+                                        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+                                        [],
+                                      ];
+                                    }
+                                    if (trimmed === '.xls')
+                                      return ['application/vnd.ms-excel', []];
                                     return null;
                                   })
                                   .filter((entry): entry is [string, string[]] => entry !== null),

packages/company/src/evidence-forms/definitions.ts

@@ -161,7 +161,7 @@ export const evidenceFormDefinitions: Record<EvidenceFormType, EvidenceFormDefin
         label: 'Supporting file',
         type: 'file',
         required: false,
-        accept: '.pdf,.doc,.docx,.txt,.png,.jpg,.jpeg',
+        accept: '.pdf,.doc,.docx,.txt,.png,.jpg,.jpeg,.csv,.xlsx,.xls',
         description: 'Optional file attachment to support your report',
       },
     ],
@@ -222,7 +222,7 @@ Remediation: Status of fixes (e.g. 3 of 5 critical findings remediated; 2 in pro
         key: 'matrixRows',
         label: 'RBAC entries',
         type: 'matrix',
-        required: true,
+        required: false,
         description: 'Audit-minimum role access evidence.',
         addRowLabel: 'Add RBAC row',
         columns: [
@@ -258,6 +258,15 @@ Remediation: Status of fixes (e.g. 3 of 5 critical findings remediated; 2 in pro
           },
         ],
       },
+      {
+        key: 'matrixFile',
+        label: 'Or upload a spreadsheet',
+        type: 'file',
+        required: false,
+        accept: '.csv,.xlsx,.xls,.pdf',
+        description:
+          'Optionally upload a CSV or Excel file with your RBAC matrix instead of entering rows manually',
+      },
     ],
   },
   'infrastructure-inventory': {
@@ -568,7 +577,7 @@ Injects: At 10:30, media contacts the company about the incident.`,
         label: 'Supporting evidence',
         type: 'file',
         required: false,
-        accept: '.pdf,.doc,.docx,.png,.jpg,.jpeg',
+        accept: '.pdf,.doc,.docx,.png,.jpg,.jpeg,.csv,.xlsx,.xls',
         description:
           'Optionally upload additional evidence such as slides, agendas, or sign-in sheets',
       },

packages/company/src/evidence-forms/submission-schemas.ts

@@ -58,11 +58,54 @@ const rbacMatrixRowSchema = z.object({
   lastReviewed: requiredTrimmed('Last reviewed'),
 });
 
-const rbacMatrixDataSchema = z.object({
-  submissionDate: required('Submission date'),
-  matrixRows: z.array(rbacMatrixRowSchema).min(1, 'At least one RBAC entry is required'),
+// Lenient row schema — accepts empty strings so the default empty row
+// doesn't block Zod parsing before the superRefine can check for a file.
+const rbacMatrixRowSchemaLenient = z.object({
+  system: z.string().default(''),
+  roleName: z.string().default(''),
+  permissionsScope: z.string().default(''),
+  approvedBy: z.string().default(''),
+  lastReviewed: z.string().default(''),
 });
 
+const rbacMatrixDataSchema = z
+  .object({
+    submissionDate: required('Submission date'),
+    matrixRows: z.array(rbacMatrixRowSchemaLenient).optional(),
+    matrixFile: evidenceFormFileSchema.optional(),
+  })
+  .superRefine((data, ctx) => {
+    if (data.matrixFile) return;
+
+    const rows = data.matrixRows ?? [];
+    const isRowEmpty = (row: Record<string, string>) =>
+      Object.values(row).every((v) => v.trim().length === 0);
+
+    const hasFilledRow = rows.some((row) => !isRowEmpty(row));
+    if (!hasFilledRow) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Enter at least one RBAC row or upload a spreadsheet',
+        path: ['matrixRows'],
+      });
+      return;
+    }
+
+    for (let i = 0; i < rows.length; i++) {
+      const row = rows[i];
+      if (!row || isRowEmpty(row)) continue;
+      const result = rbacMatrixRowSchema.safeParse(row);
+      if (!result.success) {
+        for (const issue of result.error.issues) {
+          ctx.addIssue({
+            ...issue,
+            path: ['matrixRows', i, ...issue.path],
+          });
+        }
+      }
+    }
+  });
+
 const infrastructureInventoryRowSchema = z.object({
   assetId: requiredTrimmed('Asset ID'),
   systemType: requiredTrimmed('System type'),