Add document types filtering and rename ISMS to GOVERNANCE

Adds 5 new document types (PLAN, REGISTER, RECORD, REPORT, TEMPLATE), renames ISMS to GOVERNANCE, and implements type-based filtering across GraphQL, MCP, and frontend. Includes migration, enum updates, filter implementation with SQL array support, and frontend dropdown UI with Relay refetch pattern.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>

apps/console/src/hooks/forms/useDocumentForm.tsx

@@ -6,7 +6,7 @@ export const documentSchema = z.object({
   title: z.string().min(1, "Title is required"),
   content: z.string().min(1, "Content is required"),
   approverIds: z.array(z.string()).min(1, "At least one approver is required"),
-  documentType: z.enum(["OTHER", "ISMS", "POLICY", "PROCEDURE"]),
+  documentType: z.enum(["OTHER", "GOVERNANCE", "POLICY", "PROCEDURE", "PLAN", "REGISTER", "RECORD", "REPORT", "TEMPLATE"]),
   classification: z.enum(["PUBLIC", "INTERNAL", "CONFIDENTIAL", "SECRET"]),
 });
 

apps/console/src/pages/organizations/documents/DocumentsPage.tsx

@@ -29,7 +29,7 @@ export const documentsPageQuery = graphql`
       ... on Organization {
         canCreateDocument: permission(action: "core:document:create")
         ...DocumentListFragment @arguments(first: 50, order: { field: TITLE, direction: ASC })
-        documents(first: 50, orderBy: { field: TITLE, direction: ASC }) {
+        allDocuments: documents(first: 50, orderBy: { field: TITLE, direction: ASC }) {
           edges {
             node {
               canSendSigningNotifications: permission(
@@ -63,7 +63,7 @@ export default function DocumentsPage(props: {
 
   usePageTitle(__("Documents"));
 
-  const canSendAnySignatureNotifications = organization.documents.edges.some(
+  const canSendAnySignatureNotifications = organization.allDocuments.edges.some(
     ({ node: { canSendSigningNotifications } }) => canSendSigningNotifications,
   );
 
@@ -71,7 +71,10 @@ export default function DocumentsPage(props: {
     ConnectionHandler.getConnectionID(
       organizationId,
       "DocumentsListQuery_documents",
-      { orderBy: { direction: "ASC", field: "TITLE" } },
+      {
+        orderBy: { direction: "ASC", field: "TITLE" },
+        filter: { documentTypes: null },
+      },
     ),
   );
 

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

@@ -1,13 +1,13 @@
-import { sprintf } from "@probo/helpers";
+import { documentTypes, getDocumentTypeLabel, sprintf } from "@probo/helpers";
 import { useList } from "@probo/hooks";
 import { useTranslate } from "@probo/i18n";
-import { Button, Card, Checkbox, IconArrowDown, IconCheckmark1, IconCrossLargeX, IconSignature, IconTrashCan, Tbody, Th, Thead, Tr, useConfirm } from "@probo/ui";
+import { Button, Card, Checkbox, IconArrowDown, IconCheckmark1, IconCrossLargeX, IconSignature, IconTrashCan, Option, Select, Tbody, Th, Thead, Tr, useConfirm } from "@probo/ui";
-import { type ComponentProps, use, useRef } from "react";
+import { type ComponentProps, use, useRef, useState, useTransition } from "react";
 import { usePaginationFragment } from "react-relay";
 import { ConnectionHandler, graphql } from "relay-runtime";
 
 import type { DocumentListFragment$key } from "#/__generated__/core/DocumentListFragment.graphql";
-import type { DocumentsListQuery } from "#/__generated__/core/DocumentsListQuery.graphql";
+import type { 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";
@@ -30,6 +30,7 @@ const fragment = graphql`
     after: { type: "CursorKey", defaultValue: null }
     before: { type: "CursorKey", defaultValue: null }
     last: { type: "Int", defaultValue: null }
+    documentTypes: { type: "[DocumentType!]", defaultValue: null }
   ) {
     documents(
       first: $first
@@ -37,7 +38,8 @@ const fragment = graphql`
       last: $last
       before: $before
       orderBy: $order
-    ) @connection(key: "DocumentsListQuery_documents" filters: ["orderBy"]) {
+      filter: { documentTypes: $documentTypes }
+    ) @connection(key: "DocumentsListQuery_documents" filters: ["orderBy", "filter"]) {
       __id
       edges {
         node {
@@ -79,6 +81,19 @@ export function DocumentList(props: {
     = useBulkExportDocumentsMutation();
   const { list: selection, toggle, clear, reset } = useList<string>([]);
   const confirm = useConfirm();
+  const [isPending, startTransition] = useTransition();
+  const [documentTypeFilter, setDocumentTypeFilter] = useState<DocumentType | null>(null);
+
+  const handleDocumentTypeFilterChange = (value: string) => {
+    const newType = value === "ALL" ? null : (value as DocumentType);
+    setDocumentTypeFilter(newType);
+    startTransition(() => {
+      pagination.refetch(
+        { documentTypes: newType ? [newType] : null },
+        { fetchPolicy: "network-only" },
+      );
+    });
+  };
 
   const canDeleteAny = documents.some(({ canDelete }) => canDelete);
   const canUpdateAny = documents.some(({ canUpdate }) => canUpdate);
@@ -134,12 +149,31 @@ export function DocumentList(props: {
       ConnectionHandler.getConnectionID(
         organizationId,
         "DocumentsListQuery_documents",
-        { orderBy: order },
+        {
+          orderBy: order,
+          filter: { documentTypes: documentTypeFilter ? [documentTypeFilter] : null },
+        },
       ),
     );
   };
 
-  return documents.length > 0
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center gap-4">
+        <Select
+          value={documentTypeFilter ?? "ALL"}
+          onValueChange={handleDocumentTypeFilterChange}
+        >
+          <Option value="ALL">{__("All types")}</Option>
+          {documentTypes.map((type) => (
+            <Option key={type} value={type}>
+              {getDocumentTypeLabel(__, type) ?? type}
+            </Option>
+          ))}
+        </Select>
+      </div>
+      <div className={isPending ? "opacity-50 pointer-events-none transition-opacity" : ""}>
+        {documents.length > 0
     ? (
         <SortableTable
           {...pagination}
@@ -273,5 +307,8 @@ export function DocumentList(props: {
             </p>
           </div>
         </Card>
-      );
+      )}
+      </div>
+    </div>
+  );
 }

apps/trust/src/helpers/documents.ts

@@ -2,8 +2,20 @@ export function documentTypeLabel(type: string, __: (s: string) => string) {
   switch (type) {
     case "POLICY":
       return __("Policy");
-    case "ISMS":
+    case "GOVERNANCE":
-      return __("Security");
+      return __("Governance");
+    case "PROCEDURE":
+      return __("Procedure");
+    case "PLAN":
+      return __("Plan");
+    case "REGISTER":
+      return __("Register");
+    case "RECORD":
+      return __("Record");
+    case "REPORT":
+      return __("Report");
+    case "TEMPLATE":
+      return __("Template");
     default:
       return __("Other");
   }

e2e/console/document_test.go

@@ -72,15 +72,15 @@ func TestDocument_Create(t *testing.T) {
 			assertValue: "PROCEDURE",
 		},
 		{
-			name: "with ISMS type",
+			name: "with GOVERNANCE type",
 			input: map[string]any{
-				"title":          "ISMS Document",
+				"title":          "Governance Document",
-				"content":        "ISMS content",
+				"content":        "Governance content",
-				"documentType":   "ISMS",
+				"documentType":   "GOVERNANCE",
 				"classification": "INTERNAL",
 			},
 			assertField: "documentType",
-			assertValue: "ISMS",
+			assertValue: "GOVERNANCE",
 		},
 		{
 			name: "with OTHER type",

packages/helpers/src/documents.ts

@@ -1,17 +1,27 @@
 type Translator = (s: string) => string;
 
-export const documentTypes = ["OTHER", "ISMS", "POLICY", "PROCEDURE"] as const;
+export const documentTypes = ["OTHER", "GOVERNANCE", "POLICY", "PROCEDURE", "PLAN", "REGISTER", "RECORD", "REPORT", "TEMPLATE"] as const;
 
 export function getDocumentTypeLabel(__: Translator, type: string) {
     switch (type) {
         case "OTHER":
             return __("Other");
-        case "ISMS":
+        case "GOVERNANCE":
-            return __("ISMS");
+            return __("Governance");
         case "POLICY":
             return __("Policy");
         case "PROCEDURE":
             return __("Procedure");
+        case "PLAN":
+            return __("Plan");
+        case "REGISTER":
+            return __("Register");
+        case "RECORD":
+            return __("Record");
+        case "REPORT":
+            return __("Report");
+        case "TEMPLATE":
+            return __("Template");
     }
 }
 

pkg/coredata/document_filter.go

@@ -25,6 +25,7 @@ type (
 		trustCenterVisibilities []TrustCenterVisibility
 		published               *bool
 		userEmail               *mail.Addr
+		documentTypes           []DocumentType
 	}
 )
 
@@ -55,6 +56,11 @@ func (f *DocumentFilter) WithUserEmail(userEmail *mail.Addr) *DocumentFilter {
 	return f
 }
 
+func (f *DocumentFilter) WithDocumentTypes(documentTypes []DocumentType) *DocumentFilter {
+	f.documentTypes = documentTypes
+	return f
+}
+
 func (f *DocumentFilter) SQLArguments() pgx.NamedArgs {
 	var visibilities []string
 	if f.trustCenterVisibilities != nil {
@@ -63,11 +69,21 @@ func (f *DocumentFilter) SQLArguments() pgx.NamedArgs {
 			visibilities[i] = v.String()
 		}
 	}
+
+	var documentTypes []string
+	if f.documentTypes != nil {
+		documentTypes = make([]string, len(f.documentTypes))
+		for i, dt := range f.documentTypes {
+			documentTypes[i] = dt.String()
+		}
+	}
+
 	return pgx.NamedArgs{
 		"query":                     f.query,
 		"trust_center_visibilities": visibilities,
 		"published":                 f.published,
 		"user_email":                f.userEmail,
+		"document_types":            documentTypes,
 	}
 }
 
@@ -109,5 +125,11 @@ func (f *DocumentFilter) SQLFragment() string {
 				AND dvs.state IN ('REQUESTED', 'SIGNED')
 		)
 	END
+	AND
+	CASE
+		WHEN @document_types::document_type[] IS NOT NULL THEN
+			document_type = ANY(@document_types::document_type[])
+		ELSE TRUE
+	END
 )`
 }

pkg/coredata/document_type.go

@@ -24,18 +24,28 @@ type (
 )
 
 const (
-	DocumentTypeOther     DocumentType = "OTHER"
+	DocumentTypeOther      DocumentType = "OTHER"
-	DocumentTypeISMS      DocumentType = "ISMS"
+	DocumentTypeGovernance DocumentType = "GOVERNANCE"
-	DocumentTypePolicy    DocumentType = "POLICY"
+	DocumentTypePolicy     DocumentType = "POLICY"
-	DocumentTypeProcedure DocumentType = "PROCEDURE"
+	DocumentTypeProcedure  DocumentType = "PROCEDURE"
+	DocumentTypePlan       DocumentType = "PLAN"
+	DocumentTypeRegister   DocumentType = "REGISTER"
+	DocumentTypeRecord     DocumentType = "RECORD"
+	DocumentTypeReport     DocumentType = "REPORT"
+	DocumentTypeTemplate   DocumentType = "TEMPLATE"
 )
 
 func DocumentTypes() []DocumentType {
 	return []DocumentType{
 		DocumentTypeOther,
-		DocumentTypeISMS,
+		DocumentTypeGovernance,
 		DocumentTypePolicy,
 		DocumentTypeProcedure,
+		DocumentTypePlan,
+		DocumentTypeRegister,
+		DocumentTypeRecord,
+		DocumentTypeReport,
+		DocumentTypeTemplate,
 	}
 }
 
@@ -49,12 +59,22 @@ func (dt *DocumentType) UnmarshalText(data []byte) error {
 	switch val {
 	case DocumentTypeOther.String():
 		*dt = DocumentTypeOther
-	case DocumentTypeISMS.String():
+	case DocumentTypeGovernance.String():
-		*dt = DocumentTypeISMS
+		*dt = DocumentTypeGovernance
 	case DocumentTypePolicy.String():
 		*dt = DocumentTypePolicy
 	case DocumentTypeProcedure.String():
 		*dt = DocumentTypeProcedure
+	case DocumentTypePlan.String():
+		*dt = DocumentTypePlan
+	case DocumentTypeRegister.String():
+		*dt = DocumentTypeRegister
+	case DocumentTypeRecord.String():
+		*dt = DocumentTypeRecord
+	case DocumentTypeReport.String():
+		*dt = DocumentTypeReport
+	case DocumentTypeTemplate.String():
+		*dt = DocumentTypeTemplate
 	default:
 		return fmt.Errorf("invalid DocumentType value: %q", val)
 	}

pkg/coredata/migrations/20260319T130000Z.sql

@@ -0,0 +1,6 @@
+ALTER TYPE document_type RENAME VALUE 'ISMS' TO 'GOVERNANCE';
+ALTER TYPE document_type ADD VALUE 'PLAN';
+ALTER TYPE document_type ADD VALUE 'REGISTER';
+ALTER TYPE document_type ADD VALUE 'RECORD';
+ALTER TYPE document_type ADD VALUE 'REPORT';
+ALTER TYPE document_type ADD VALUE 'TEMPLATE';

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

@@ -971,10 +971,18 @@ enum VendorCategory
 enum DocumentType
     @goModel(model: "go.probo.inc/probo/pkg/coredata.DocumentType") {
     OTHER @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeOther")
-    ISMS @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeISMS")
+    GOVERNANCE
+        @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeGovernance")
     POLICY @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypePolicy")
     PROCEDURE
         @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeProcedure")
+    PLAN @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypePlan")
+    REGISTER
+        @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeRegister")
+    RECORD @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeRecord")
+    REPORT @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeReport")
+    TEMPLATE
+        @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeTemplate")
 }
 
 enum DocumentClassification
@@ -1571,6 +1579,7 @@ input ControlFilter {
 
 input DocumentFilter {
     query: String
+    documentTypes: [DocumentType!]
 }
 
 input MeasureFilter {

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

@@ -567,7 +567,8 @@ func (r *controlResolver) Documents(ctx context.Context, obj *types.Control, fir
 
 	var documentFilter = coredata.NewDocumentFilter(nil)
 	if filter != nil {
-		documentFilter = coredata.NewDocumentFilter(filter.Query)
+		documentFilter = coredata.NewDocumentFilter(filter.Query).
+			WithDocumentTypes(filter.DocumentTypes)
 	}
 
 	page, err := prb.Documents.ListForControlID(ctx, obj.ID, cursor, documentFilter)
@@ -6477,7 +6478,8 @@ func (r *organizationResolver) Documents(ctx context.Context, obj *types.Organiz
 
 	var documentFilter = coredata.NewDocumentFilter(nil)
 	if filter != nil {
-		documentFilter = coredata.NewDocumentFilter(filter.Query)
+		documentFilter = coredata.NewDocumentFilter(filter.Query).
+			WithDocumentTypes(filter.DocumentTypes)
 	}
 
 	page, err := prb.Documents.ListByOrganizationID(ctx, obj.ID, cursor, documentFilter)
@@ -7844,7 +7846,8 @@ 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)
+		documentFilter = coredata.NewDocumentFilter(filter.Query).
+			WithDocumentTypes(filter.DocumentTypes)
 	}
 
 	page, err := prb.Documents.ListForRiskID(ctx, obj.ID, cursor, documentFilter)

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

@@ -2019,7 +2019,8 @@ func (r *Resolver) ListDocumentsTool(ctx context.Context, req *mcp.CallToolReque
 			query = input.Filter.Query
 		}
 
-		documentFilter = coredata.NewDocumentFilter(query)
+		documentFilter = coredata.NewDocumentFilter(query).
+			WithDocumentTypes(input.Filter.DocumentTypes)
 	}
 
 	docPage, err := prb.Documents.ListByOrganizationID(ctx, input.OrganizationID, cursor, documentFilter)

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

@@ -5038,9 +5038,14 @@ components:
       type: string
       enum:
         - OTHER
-        - ISMS
+        - GOVERNANCE
         - POLICY
         - PROCEDURE
+        - PLAN
+        - REGISTER
+        - RECORD
+        - REPORT
+        - TEMPLATE
       go.probo.inc/mcpgen/type: go.probo.inc/probo/pkg/coredata.DocumentType
 
     DocumentClassification:
@@ -5314,6 +5319,11 @@ components:
               items:
                 $ref: "#/components/schemas/TrustCenterVisibility"
               description: Trust center visibilities
+            document_types:
+              type: array
+              items:
+                $ref: "#/components/schemas/DocumentType"
+              description: Document types
 
     ListDocumentsOutput:
       type: object

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

@@ -52,10 +52,18 @@ type Organization implements Node {
 enum DocumentType
   @goModel(model: "go.probo.inc/probo/pkg/coredata.DocumentType") {
   OTHER @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeOther")
-  ISMS @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeISMS")
+  GOVERNANCE
+    @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeGovernance")
   POLICY @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypePolicy")
   PROCEDURE
     @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeProcedure")
+  PLAN @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypePlan")
+  REGISTER
+    @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeRegister")
+  RECORD @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeRecord")
+  REPORT @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeReport")
+  TEMPLATE
+    @goEnum(value: "go.probo.inc/probo/pkg/coredata.DocumentTypeTemplate")
 }
 
 type Document implements Node @nda {

pkg/trust/document_service.go

@@ -177,7 +177,7 @@ func (s *DocumentService) exportPDFData(
 	switch document.DocumentType {
 	case coredata.DocumentTypePolicy:
 		classification = docgen.ClassificationConfidential
-	case coredata.DocumentTypeISMS:
+	case coredata.DocumentTypeGovernance:
 		classification = docgen.ClassificationSecret
 	}