m/paliad#61 Slice B backend. Implements the explicit-share path
(checklist_shares + visibility predicate extension) and the
global_admin-only promotion / demotion of authored templates to and
from the firm catalog.
Schema (mig 115, idempotent):
- paliad.checklist_shares (uuid id, checklist_id FK, polymorphic
recipient via xor-check: recipient_kind in {user, office,
partner_unit, project} with exactly one matching recipient_* column
populated; granted_by FK; granted_at)
- Hot-path lookup index + per-kind partial UNIQUE indexes prevent
duplicate grants
- RLS: SELECT owner OR self-recipient (user-kind) OR global_admin;
INSERT owner-only with granted_by=self; DELETE owner OR global_admin;
no UPDATE (revoke = DELETE)
- can_see_checklist CREATE OR REPLACE — adds 4 share branches; project-
share branch uses inline ltree walk over projects.path because
can_see_project reads auth.uid() (NULL on service-role connection,
same pattern as visibility.go)
- xor-check verified live: rejects kind='user' with recipient_office
set; accepts the matching kind/recipient pair
Services:
- ChecklistShareService — Grant (owner-only, validates recipient kind +
required FK target, friendly 409 on partial-unique-index conflict),
Revoke (owner or global_admin), ListGrants (owner or global_admin;
enriches recipient_label via LEFT JOINs)
- ChecklistPromotionService — Promote (global_admin → visibility=global
+ promoted_at/by + audit), Demote (global_admin → target visibility,
default 'firm', clears promoted_at/by; rejects demote of non-global
rows)
- ChecklistCatalogService.checklistVisibilityPredicate extended to
include all 5 share branches; service-role-friendly (no auth.uid())
- ChecklistTemplateService.normaliseSliceAVisibility now accepts
'shared' as an author-set value; 'global' stays admin-only
Endpoints:
- GET /api/checklists/templates/{slug}/shares — list grants (owner/admin)
- POST /api/checklists/templates/{slug}/shares — grant
- DELETE /api/checklists/shares/{id} — revoke
- POST /api/admin/checklists/{slug}/promote — promote to global
- POST /api/admin/checklists/{slug}/demote — demote (body.target default 'firm')
Audit (paliad.system_audit_log):
- checklist.shared — recipient_kind + recipient_id in metadata
- checklist.unshared — same shape, captured pre-DELETE
- checklist.promoted_global — prior_visibility + owner_id
- checklist.demoted — target_visibility
Tests: validateShareInput covers all 4 kinds (happy + missing-id);
predicate-shape test asserts all 6 visibility branches present;
pqUniqueViolation regex sniff; nullableString helper; SliceB visibility
opens 'shared' but keeps 'global' admin-only.
Hotfix-merge note: head shipped 794617c after Slice A — the
template-edit page route moved from /checklists/{slug}/edit to
/checklists/templates/{slug}/edit to disambiguate from
/checklists/instances/{id}. Slice B routes follow the safe
/<resource>/<noun>/{id} pattern (no new {slug}-then-verb endpoints).
mAi
c3cd51eb85