Files
paliad/internal/db/migrations/007_rls_policies.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

170 lines
7.0 KiB
PL/PgSQL

-- Phase A: Row-Level Security policies (design §2).
--
-- Posture:
-- - users : authenticated users can SELECT everyone; UPDATE only self; no public INSERT (Phase D handler inserts via service role)
-- - akten : office-scoped visibility via paliad.can_see_akte()
-- - akten children : inherit visibility via paliad.can_see_akte(akte_id)
-- - reference tables : any authenticated user can SELECT
-- - notizen : visibility follows whichever parent is set
--
-- Every table has RLS enabled. No permissive `USING (true)` on user data.
-- ============================================================================
-- users
-- ============================================================================
ALTER TABLE paliad.users ENABLE ROW LEVEL SECURITY;
CREATE POLICY users_select_all ON paliad.users
FOR SELECT TO authenticated
USING (true);
CREATE POLICY users_update_self ON paliad.users
FOR UPDATE TO authenticated
USING (id = auth.uid())
WITH CHECK (id = auth.uid());
CREATE POLICY users_insert_self ON paliad.users
FOR INSERT TO authenticated
WITH CHECK (id = auth.uid());
-- ============================================================================
-- akten
-- ============================================================================
ALTER TABLE paliad.akten ENABLE ROW LEVEL SECURITY;
CREATE POLICY akten_select ON paliad.akten
FOR SELECT TO authenticated
USING (paliad.can_see_akte(id));
-- Create: user can only create Akten in their own office; admins anywhere.
CREATE POLICY akten_insert ON paliad.akten
FOR INSERT TO authenticated
WITH CHECK (
owning_office = (SELECT office FROM paliad.users WHERE id = auth.uid())
OR (SELECT role FROM paliad.users WHERE id = auth.uid()) = 'admin'
);
-- Update: any user with visibility can update.
CREATE POLICY akten_update ON paliad.akten
FOR UPDATE TO authenticated
USING (paliad.can_see_akte(id))
WITH CHECK (paliad.can_see_akte(id));
-- Delete: only partners and admins. (Role check redundant-safe.)
CREATE POLICY akten_delete ON paliad.akten
FOR DELETE TO authenticated
USING (
paliad.can_see_akte(id)
AND (SELECT role FROM paliad.users WHERE id = auth.uid()) IN ('partner', 'admin')
);
-- ============================================================================
-- parteien / fristen / termine / dokumente / akten_events
-- Visibility inherited from the parent Akte.
-- ============================================================================
ALTER TABLE paliad.parteien ENABLE ROW LEVEL SECURITY;
ALTER TABLE paliad.fristen ENABLE ROW LEVEL SECURITY;
ALTER TABLE paliad.termine ENABLE ROW LEVEL SECURITY;
ALTER TABLE paliad.dokumente ENABLE ROW LEVEL SECURITY;
ALTER TABLE paliad.akten_events ENABLE ROW LEVEL SECURITY;
CREATE POLICY parteien_all ON paliad.parteien
FOR ALL TO authenticated
USING (paliad.can_see_akte(akte_id))
WITH CHECK (paliad.can_see_akte(akte_id));
CREATE POLICY fristen_all ON paliad.fristen
FOR ALL TO authenticated
USING (paliad.can_see_akte(akte_id))
WITH CHECK (paliad.can_see_akte(akte_id));
-- termine.akte_id is nullable (personal appointments not tied to an Akte).
-- Personal appointments visible only to the creator; Akte-linked ones follow
-- the visibility predicate.
CREATE POLICY termine_select ON paliad.termine
FOR SELECT TO authenticated
USING (
(akte_id IS NULL AND created_by = auth.uid())
OR (akte_id IS NOT NULL AND paliad.can_see_akte(akte_id))
);
CREATE POLICY termine_insert ON paliad.termine
FOR INSERT TO authenticated
WITH CHECK (
(akte_id IS NULL AND created_by = auth.uid())
OR (akte_id IS NOT NULL AND paliad.can_see_akte(akte_id))
);
CREATE POLICY termine_update ON paliad.termine
FOR UPDATE TO authenticated
USING (
(akte_id IS NULL AND created_by = auth.uid())
OR (akte_id IS NOT NULL AND paliad.can_see_akte(akte_id))
)
WITH CHECK (
(akte_id IS NULL AND created_by = auth.uid())
OR (akte_id IS NOT NULL AND paliad.can_see_akte(akte_id))
);
CREATE POLICY termine_delete ON paliad.termine
FOR DELETE TO authenticated
USING (
(akte_id IS NULL AND created_by = auth.uid())
OR (akte_id IS NOT NULL AND paliad.can_see_akte(akte_id))
);
CREATE POLICY dokumente_all ON paliad.dokumente
FOR ALL TO authenticated
USING (paliad.can_see_akte(akte_id))
WITH CHECK (paliad.can_see_akte(akte_id));
CREATE POLICY akten_events_all ON paliad.akten_events
FOR ALL TO authenticated
USING (paliad.can_see_akte(akte_id))
WITH CHECK (paliad.can_see_akte(akte_id));
-- ============================================================================
-- notizen — visibility follows whichever parent FK is set
-- ============================================================================
ALTER TABLE paliad.notizen ENABLE ROW LEVEL SECURITY;
-- Helper: notiz is visible iff its parent is visible.
-- For frist/termin/akten_event, we resolve to the underlying Akte.
CREATE OR REPLACE FUNCTION paliad.notiz_is_visible(
_akte_id uuid,
_frist_id uuid,
_termin_id uuid,
_akten_event_id uuid
) RETURNS boolean
LANGUAGE sql
STABLE
SECURITY DEFINER
SET search_path = paliad, public
AS $$
SELECT CASE
WHEN _akte_id IS NOT NULL THEN paliad.can_see_akte(_akte_id)
WHEN _frist_id IS NOT NULL THEN paliad.can_see_akte((SELECT akte_id FROM paliad.fristen WHERE id = _frist_id))
WHEN _termin_id IS NOT NULL THEN
CASE
WHEN (SELECT akte_id FROM paliad.termine WHERE id = _termin_id) IS NULL
THEN (SELECT created_by FROM paliad.termine WHERE id = _termin_id) = auth.uid()
ELSE paliad.can_see_akte((SELECT akte_id FROM paliad.termine WHERE id = _termin_id))
END
WHEN _akten_event_id IS NOT NULL THEN paliad.can_see_akte((SELECT akte_id FROM paliad.akten_events WHERE id = _akten_event_id))
ELSE false
END;
$$;
CREATE POLICY notizen_all ON paliad.notizen
FOR ALL TO authenticated
USING (paliad.notiz_is_visible(akte_id, frist_id, termin_id, akten_event_id))
WITH CHECK (paliad.notiz_is_visible(akte_id, frist_id, termin_id, akten_event_id));
-- ============================================================================
-- reference tables — any authenticated user can SELECT; nobody writes via API
-- ============================================================================
ALTER TABLE paliad.proceeding_types ENABLE ROW LEVEL SECURITY;
ALTER TABLE paliad.deadline_rules ENABLE ROW LEVEL SECURITY;
ALTER TABLE paliad.holidays ENABLE ROW LEVEL SECURITY;
CREATE POLICY proceeding_types_select ON paliad.proceeding_types FOR SELECT TO authenticated USING (true);
CREATE POLICY deadline_rules_select ON paliad.deadline_rules FOR SELECT TO authenticated USING (true);
CREATE POLICY holidays_select ON paliad.holidays FOR SELECT TO authenticated USING (true);