Files
paliad/internal/db/migrations/006_visibility.up.sql
m 1b2ef28334 feat(db): Phase A — paliad schema, RLS, migrations, golang-migrate
Implements docs/design-kanzlai-integration.md §8 Phase A.

Schema (paliad.*):
- users (extends auth.users) with office, practice_group, role
- akten with visibility columns: owning_office, collaborators uuid[],
  firm_wide_visible (per design §2)
- parteien, fristen, termine, dokumente, akten_events, notizen
  (polymorphic notes; notizen_exactly_one_parent CHECK)
- proceeding_types, deadline_rules, holidays (reference data)
- 4 feedback tables re-namespaced from public.* into paliad.*
  (handler swap to direct DB is a follow-up; old public tables stay
  intact for now and continue serving via PostgREST)

Visibility (paliad.can_see_akte):
- single SQL function, used by every RLS policy
- predicate: firm_wide_visible OR owning_office matches user's office
  OR auth.uid() ∈ collaborators OR user is admin
- mirrored at app layer in Phase B (defense in depth)

RLS (real, not permissive):
- akten: visibility predicate; insert restricted to own office or admin;
  delete restricted to partners + admins
- parteien/fristen/dokumente/akten_events: inherit via can_see_akte(akte_id)
- termine: personal (akte_id NULL) visible only to creator; Akte-linked
  follow visibility predicate
- notizen: paliad.notiz_is_visible() resolves polymorphic parent
- reference tables: SELECT for any authenticated user
- users: SELECT all; UPDATE/INSERT only self
- feedback tables: INSERT for any authenticated user (write-only)

Seed data (ported from KanzlAI seed_upc_timeline.sql):
- 7 proceeding_types (INF, REV, CCR, APM, APP, AMD, ZPO_CIVIL)
- 40 deadline_rules (32 UPC + 4 ZPO + 4 cross-type appeal spawns)
  including conditional logic: Reply rule code (RoP.029b → 029a) and
  Rejoinder duration (1mo → 2mo) flip when CCR active
- 55 holidays (DE federal 2026/2027 + UPC summer 2026 + UPC winter 26/27)

Indexes per audit §3.3 + visibility-predicate hot paths:
- akten: (status, owning_office), (owning_office), partial on
  firm_wide_visible, GIN on collaborators
- fristen: (status, due_date), (akte_id)
- termine: (start_at), (akte_id)
- akten_events: (akte_id, created_at DESC)
- notizen: 4 partial indexes per parent type
- users: (office), (role)

Migration tooling:
- golang-migrate/migrate/v4 with embed.FS source
- Migrations live in internal/db/migrations/ (Go embed can't reach
  outside the package; this is the conventional Go layout for embedded
  migrations)
- Applied at server startup before HTTP listener binds
- DATABASE_URL is optional today (existing knowledge tools work without
  DB); becomes required once Phase B services land
- Mock Supabase auth schema for local testing in
  internal/db/migrations/_dev/mock_supabase_auth.sql (excluded from
  embed pattern by the underscore prefix)

Other changes:
- Dockerfile: bump golang to 1.24, copy go.sum (audit §2.9), rename
  binary patholo → paliad
- docker-compose.yml: add DATABASE_URL passthrough
- README.md: rewritten to reflect Paliad brand + Phase A migration system

Verified locally:
- 11 migrations applied cleanly against postgres:16-alpine
- RLS enabled on all 15 paliad.* tables (verified via pg_class.relrowsecurity)
- Visibility predicate verified with 4-case scenario:
  - Alice (Munich associate): sees Munich + firm-wide + collab-on (t f t t)
  - Bob (Düsseldorf associate): sees Düsseldorf + firm-wide + collab-on (f t t t)
  - Carol (Munich partner): sees Munich + firm-wide only (t f t f)
  - Anonymous: sees firm-wide only (f f t f)
- migrate down + re-up cycle clean (initial 007 down had ordering bug,
  fixed: drop policies before referenced function)
- Existing endpoints (/, /login) return 302 + 200 — no regressions
2026-04-16 13:54:19 +02:00

40 lines
1.3 KiB
PL/PgSQL

-- Phase A: paliad.can_see_akte(akte_id) — single source of truth for
-- office-scoped Akten visibility (design §2).
--
-- A user can see an Akte iff ANY of:
-- - the Akte is flagged firm_wide_visible
-- - the Akte's owning_office matches the user's office
-- - the user's uuid appears in the Akte's collaborators array
-- - the user has role = 'admin'
--
-- Used by every RLS policy (migration 007) and mirrored at the application
-- layer (Phase B AkteService.ListVisibleForUser) for defense in depth.
--
-- SECURITY DEFINER so the function can read paliad.users regardless of the
-- caller's own RLS grants. The function itself enforces the identity check
-- by keying off auth.uid().
CREATE OR REPLACE FUNCTION paliad.can_see_akte(_akte_id uuid)
RETURNS boolean
LANGUAGE sql
STABLE
SECURITY DEFINER
SET search_path = paliad, public
AS $$
SELECT EXISTS (
SELECT 1
FROM paliad.akten a
LEFT JOIN paliad.users u ON u.id = auth.uid()
WHERE a.id = _akte_id
AND (
a.firm_wide_visible
OR (u.office IS NOT NULL AND a.owning_office = u.office)
OR auth.uid() = ANY (a.collaborators)
OR (u.role = 'admin')
)
);
$$;
COMMENT ON FUNCTION paliad.can_see_akte(uuid) IS
'Office-scoped visibility predicate for paliad.akten. Called from RLS policies.';