Add document classification filter

Add classification as a filter-only field on documents, resolved from
the latest document version. Expose in GraphQL, MCP, and document list
UI with a selector alongside the document type filter.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>

apps/console/src/pages/organizations/documents/_components/DocumentList.tsx

@@ -12,7 +12,7 @@
 // OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
 // PERFORMANCE OF THIS SOFTWARE.
 
-import { documentTypes, getDocumentTypeLabel, sprintf } from "@probo/helpers";
+import { documentClassifications, documentTypes, getDocumentClassificationLabel, getDocumentTypeLabel, sprintf } from "@probo/helpers";
 import { useList } from "@probo/hooks";
 import { useTranslate } from "@probo/i18n";
 import { Button, Card, Checkbox, IconArchive, IconArrowDown, IconCrossLargeX, IconSignature, IconTrashCan, IconUpload, Option, Select, Tbody, Th, Thead, Tr, useConfirm } from "@probo/ui";
@@ -23,7 +23,7 @@ import { ConnectionHandler, graphql } from "relay-runtime";
 import type { DocumentListBulkArchiveMutation } from "#/__generated__/core/DocumentListBulkArchiveMutation.graphql";
 import type { DocumentListBulkUnarchiveMutation } from "#/__generated__/core/DocumentListBulkUnarchiveMutation.graphql";
 import type { DocumentListFragment$key } from "#/__generated__/core/DocumentListFragment.graphql";
-import type { DocumentOrderField, DocumentsListQuery, DocumentType } from "#/__generated__/core/DocumentsListQuery.graphql";
+import type { DocumentClassification, DocumentOrderField, DocumentsListQuery, DocumentType } from "#/__generated__/core/DocumentsListQuery.graphql";
 import { BulkExportDialog, type BulkExportDialogRef } from "#/components/documents/BulkExportDialog";
 import { type Order, SortableTable, SortableTh } from "#/components/SortableTable";
 import { useBulkDeleteDocumentsMutation, useBulkExportDocumentsMutation } from "#/hooks/graph/DocumentGraph";
@@ -49,6 +49,7 @@ const fragment = graphql`
     last: { type: "Int", defaultValue: null }
     status: { type: "[DocumentStatus!]", defaultValue: [ACTIVE] }
     documentTypes: { type: "[DocumentType!]", defaultValue: null }
+    classifications: { type: "[DocumentClassification!]", defaultValue: null }
   ) {
     documents(
       first: $first
@@ -56,7 +57,7 @@ const fragment = graphql`
       last: $last
       before: $before
       orderBy: $order
-      filter: { status: $status documentTypes: $documentTypes }
+      filter: { status: $status documentTypes: $documentTypes classifications: $classifications }
     ) @connection(key: "DocumentsListQuery_documents" filters: ["orderBy", "filter"]) {
       __id
       edges {
@@ -128,17 +129,22 @@ export function DocumentList(props: {
   );
 
   const [documentTypeFilter, setDocumentTypeFilter] = useState<DocumentType | null>(null);
+  const [classificationFilter, setClassificationFilter] = useState<DocumentClassification | null>(null);
   const [isPending, startTransition] = useTransition();
 
   const refetch = pagination.refetch;
   useEffect(() => {
     startTransition(() => {
       refetch(
-        { status: [tab], documentTypes: documentTypeFilter ? [documentTypeFilter] : null },
+        {
+          status: [tab],
+          documentTypes: documentTypeFilter ? [documentTypeFilter] : null,
+          classifications: classificationFilter ? [classificationFilter] : null,
+        },
         { fetchPolicy: "store-and-network" },
       );
     });
-  }, [tab, refetch, documentTypeFilter]);
+  }, [tab, refetch, documentTypeFilter, classificationFilter]);
 
   const documents = pagination.data.documents.edges.map(({ node }) => node);
   const connectionId = pagination.data.documents.__id;
@@ -184,7 +190,31 @@ export function DocumentList(props: {
         "DocumentsListQuery_documents",
         {
           orderBy: { direction: "ASC", field: "TITLE" },
-          filter: { status: [tab], documentTypes: newType ? [newType] : null },
+          filter: {
+            status: [tab],
+            documentTypes: newType ? [newType] : null,
+            classifications: classificationFilter ? [classificationFilter] : null,
+          },
+        },
+      ),
+    );
+  };
+
+  const handleClassificationFilterChange = (value: string) => {
+    const newClassification = value === "ALL" ? null : (value as DocumentClassification);
+    clear();
+    setClassificationFilter(newClassification);
+    onConnectionIdChange(
+      ConnectionHandler.getConnectionID(
+        organizationId,
+        "DocumentsListQuery_documents",
+        {
+          orderBy: { direction: "ASC", field: "TITLE" },
+          filter: {
+            status: [tab],
+            documentTypes: documentTypeFilter ? [documentTypeFilter] : null,
+            classifications: newClassification ? [newClassification] : null,
+          },
         },
       ),
     );
@@ -263,7 +293,11 @@ export function DocumentList(props: {
         "DocumentsListQuery_documents",
         {
           orderBy: order,
-          filter: { status: [tab], documentTypes: documentTypeFilter ? [documentTypeFilter] : null },
+          filter: {
+            status: [tab],
+            documentTypes: documentTypeFilter ? [documentTypeFilter] : null,
+            classifications: classificationFilter ? [classificationFilter] : null,
+          },
         },
       ),
     );
@@ -274,6 +308,7 @@ export function DocumentList(props: {
       order: { direction: order.direction, field: order.field as DocumentOrderField },
       status: [tab],
       documentTypes: documentTypeFilter ? [documentTypeFilter] : null,
+      classifications: classificationFilter ? [classificationFilter] : null,
     });
   };
 
@@ -291,6 +326,17 @@ export function DocumentList(props: {
             </Option>
           ))}
         </Select>
+        <Select
+          value={classificationFilter ?? "ALL"}
+          onValueChange={handleClassificationFilterChange}
+        >
+          <Option value="ALL">{__("All classifications")}</Option>
+          {documentClassifications.map(classification => (
+            <Option key={classification} value={classification}>
+              {getDocumentClassificationLabel(__, classification) ?? classification}
+            </Option>
+          ))}
+        </Select>
       </div>
       <div className={isPending ? "opacity-50 pointer-events-none transition-opacity" : ""}>
         {documents.length > 0

pkg/coredata/document_filter.go

@@ -28,6 +28,7 @@ type (
 		userEmail               *mail.Addr
 		approverIdentityID      *gid.GID
 		documentTypes           []DocumentType
+		classifications         []DocumentClassification
 		status                  []DocumentStatus
 	}
 )
@@ -70,6 +71,11 @@ func (f *DocumentFilter) WithDocumentTypes(documentTypes []DocumentType) *Docume
 	return f
 }
 
+func (f *DocumentFilter) WithClassifications(classifications []DocumentClassification) *DocumentFilter {
+	f.classifications = classifications
+	return f
+}
+
 func (f *DocumentFilter) WithStatus(status []DocumentStatus) *DocumentFilter {
 	f.status = status
 	return f
@@ -92,6 +98,14 @@ func (f *DocumentFilter) SQLArguments() pgx.NamedArgs {
 		}
 	}
 
+	var classifications []string
+	if f.classifications != nil {
+		classifications = make([]string, len(f.classifications))
+		for i, c := range f.classifications {
+			classifications[i] = c.String()
+		}
+	}
+
 	var status []string
 	if f.status != nil {
 		status = make([]string, len(f.status))
@@ -107,6 +121,7 @@ func (f *DocumentFilter) SQLArguments() pgx.NamedArgs {
 		"user_email":                f.userEmail,
 		"approver_identity_id":      f.approverIdentityID,
 		"document_types":            documentTypes,
+		"classifications":           classifications,
 		"document_status":           status,
 	}
 }
@@ -169,6 +184,18 @@ func (f *DocumentFilter) SQLFragment() string {
 		ELSE TRUE
 	END
 	AND
+	CASE
+		WHEN @classifications::document_classification[] IS NOT NULL THEN
+			(
+				SELECT dv.classification
+				FROM document_versions dv
+				WHERE dv.document_id = documents.id
+				ORDER BY dv.major DESC, dv.minor DESC
+				LIMIT 1
+			) = ANY(@classifications::document_classification[])
+		ELSE TRUE
+	END
+	AND
 	CASE
 		WHEN @document_status::text[] IS NULL THEN TRUE
 		ELSE status::text = ANY(@document_status::text[])

pkg/server/api/console/v1/schema.graphql

@@ -1634,6 +1634,7 @@ input ControlFilter {
 input DocumentFilter {
     query: String
     documentTypes: [DocumentType!]
+    classifications: [DocumentClassification!]
     status: [DocumentStatus!]
 }
 

pkg/server/api/console/v1/v1_resolver.go

@@ -1,17 +1,3 @@
-// Copyright (c) 2025-2026 Probo Inc <hello@getprobo.com>.
-//
-// Permission to use, copy, modify, and/or distribute this software for any
-// purpose with or without fee is hereby granted, provided that the above
-// copyright notice and this permission notice appear in all copies.
-//
-// THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH
-// REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
-// AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT,
-// INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
-// LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR
-// OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
-// PERFORMANCE OF THIS SOFTWARE.
-
 package console_v1
 
 // This file will be automatically regenerated based on the schema, any resolver
@@ -625,7 +611,8 @@ func (r *controlResolver) Documents(ctx context.Context, obj *types.Control, fir
 	var documentFilter = coredata.NewDocumentFilter(nil)
 	if filter != nil {
 		documentFilter = coredata.NewDocumentFilter(filter.Query).
-			WithDocumentTypes(filter.DocumentTypes)
+			WithDocumentTypes(filter.DocumentTypes).
+			WithClassifications(filter.Classifications)
 	}
 
 	page, err := prb.Documents.ListForControlID(ctx, obj.ID, cursor, documentFilter)
@@ -7262,6 +7249,7 @@ func (r *organizationResolver) Documents(ctx context.Context, obj *types.Organiz
 	if filter != nil {
 		documentFilter = coredata.NewDocumentFilter(filter.Query).
 			WithDocumentTypes(filter.DocumentTypes).
+			WithClassifications(filter.Classifications).
 			WithStatus(filter.Status)
 	}
 
@@ -8674,7 +8662,8 @@ func (r *riskResolver) Documents(ctx context.Context, obj *types.Risk, first *in
 	var documentFilter = coredata.NewDocumentFilter(nil)
 	if filter != nil {
 		documentFilter = coredata.NewDocumentFilter(filter.Query).
-			WithDocumentTypes(filter.DocumentTypes)
+			WithDocumentTypes(filter.DocumentTypes).
+			WithClassifications(filter.Classifications)
 	}
 
 	page, err := prb.Documents.ListForRiskID(ctx, obj.ID, cursor, documentFilter)

pkg/server/api/mcp/v1/schema.resolvers.go

@@ -2042,7 +2042,8 @@ func (r *Resolver) ListDocumentsTool(ctx context.Context, req *mcp.CallToolReque
 		}
 
 		documentFilter = coredata.NewDocumentFilter(query).
-			WithDocumentTypes(input.Filter.DocumentTypes)
+			WithDocumentTypes(input.Filter.DocumentTypes).
+			WithClassifications(input.Filter.Classifications)
 	}
 
 	docPage, err := prb.Documents.ListByOrganizationID(ctx, input.OrganizationID, cursor, documentFilter)

pkg/server/api/mcp/v1/specification.yaml

@@ -5374,6 +5374,11 @@ components:
               items:
                 $ref: "#/components/schemas/DocumentType"
               description: Document types
+            classifications:
+              type: array
+              items:
+                $ref: "#/components/schemas/DocumentClassification"
+              description: Document classifications
 
     ListDocumentsOutput:
       type: object