Add finding and obligation publish to document system

Replace the old snapshot-based approach with the new publish document
system for findings and obligations. Includes GraphQL mutations, MCP
tools, CLI commands, e2e tests, frontend publish dialogs, and
snapshot-to-document migration tools.

Remove snapshot mode entirely from findings and obligations: drop
snapshotId from GraphQL schemas, filters, resolvers, MCP spec, frontend
routes, pages, and helpers. The snapshot_id column remains in the
database but is now filtered out with snapshot_id IS NULL.

Remove auditor's ability to publish SoA.

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

pkg/cmd/finding/finding.go

@@ -20,6 +20,7 @@ import (
 	"go.probo.inc/probo/pkg/cmd/finding/create"
 	"go.probo.inc/probo/pkg/cmd/finding/delete"
 	"go.probo.inc/probo/pkg/cmd/finding/list"
+	"go.probo.inc/probo/pkg/cmd/finding/publish"
 	"go.probo.inc/probo/pkg/cmd/finding/update"
 	"go.probo.inc/probo/pkg/cmd/finding/view"
 )
@@ -35,6 +36,7 @@ func NewCmdFinding(f *cmdutil.Factory) *cobra.Command {
 	cmd.AddCommand(view.NewCmdView(f))
 	cmd.AddCommand(update.NewCmdUpdate(f))
 	cmd.AddCommand(delete.NewCmdDelete(f))
+	cmd.AddCommand(publish.NewCmdPublish(f))
 
 	return cmd
 }

pkg/cmd/finding/publish/publish.go

@@ -0,0 +1,147 @@
+// Copyright (c) 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 publish
+
+import (
+	"encoding/json"
+	"fmt"
+
+	"github.com/spf13/cobra"
+	"go.probo.inc/probo/pkg/cli/api"
+	"go.probo.inc/probo/pkg/cmd/cmdutil"
+)
+
+const publishMutation = `
+mutation($input: PublishFindingListInput!) {
+  publishFindingList(input: $input) {
+    documentEdge {
+      node {
+        id
+        status
+        createdAt
+      }
+    }
+    documentVersionEdge {
+      node {
+        id
+        title
+        major
+        minor
+        status
+      }
+    }
+  }
+}
+`
+
+type publishResponse struct {
+	PublishFindingList struct {
+		DocumentEdge struct {
+			Node struct {
+				ID        string `json:"id"`
+				Status    string `json:"status"`
+				CreatedAt string `json:"createdAt"`
+			} `json:"node"`
+		} `json:"documentEdge"`
+		DocumentVersionEdge struct {
+			Node struct {
+				ID     string `json:"id"`
+				Title  string `json:"title"`
+				Major  int    `json:"major"`
+				Minor  int    `json:"minor"`
+				Status string `json:"status"`
+			} `json:"node"`
+		} `json:"documentVersionEdge"`
+	} `json:"publishFindingList"`
+}
+
+func NewCmdPublish(f *cmdutil.Factory) *cobra.Command {
+	var (
+		flagOrg      string
+		flagApprover []string
+	)
+
+	cmd := &cobra.Command{
+		Use:   "publish",
+		Short: "Publish the finding register as a document version",
+		Example: `  # Publish the finding register
+  prb finding publish --org ORG_ID
+
+  # Publish with approvers
+  prb finding publish --org ORG_ID --approver PROFILE_ID1 --approver PROFILE_ID2`,
+		RunE: func(cmd *cobra.Command, args []string) error {
+			cfg, err := f.Config()
+			if err != nil {
+				return err
+			}
+
+			host, hc, err := cfg.DefaultHost()
+			if err != nil {
+				return err
+			}
+
+			if flagOrg == "" {
+				flagOrg = hc.Organization
+			}
+			if flagOrg == "" {
+				return fmt.Errorf("organization is required: pass --org or run `prb auth login`")
+			}
+
+			client := api.NewClient(
+				host,
+				hc.Token,
+				"/api/console/v1/graphql",
+				cfg.HTTPTimeoutDuration(),
+			)
+
+			input := map[string]any{
+				"organizationId": flagOrg,
+			}
+
+			if len(flagApprover) > 0 {
+				input["approverIds"] = flagApprover
+			}
+
+			data, err := client.Do(
+				publishMutation,
+				map[string]any{"input": input},
+			)
+			if err != nil {
+				return err
+			}
+
+			var resp publishResponse
+			if err := json.Unmarshal(data, &resp); err != nil {
+				return fmt.Errorf("cannot parse response: %w", err)
+			}
+
+			v := resp.PublishFindingList.DocumentVersionEdge.Node
+			_, _ = fmt.Fprintf(
+				f.IOStreams.Out,
+				"Published finding register %s (v%d.%d)\n",
+				v.Title,
+				v.Major,
+				v.Minor,
+			)
+
+			return nil
+		},
+	}
+
+	cmd.Flags().StringVar(&flagOrg, "org", "", "Organization ID")
+	cmd.Flags().StringArrayVar(&flagApprover, "approver", nil, "Approver profile ID (can be repeated)")
+
+	return cmd
+}

pkg/cmd/obligation/list/list.go

@@ -24,11 +24,11 @@ import (
 )
 
 const listQuery = `
-query($id: ID!, $first: Int, $after: CursorKey, $orderBy: ObligationOrder, $filter: ObligationFilter) {
+query($id: ID!, $first: Int, $after: CursorKey, $orderBy: ObligationOrder) {
   node(id: $id) {
     __typename
     ... on Organization {
-      obligations(first: $first, after: $after, orderBy: $orderBy, filter: $filter) {
+      obligations(first: $first, after: $after, orderBy: $orderBy) {
         totalCount
         edges {
           node {

pkg/cmd/obligation/obligation.go

@@ -20,6 +20,7 @@ import (
 	"go.probo.inc/probo/pkg/cmd/obligation/create"
 	"go.probo.inc/probo/pkg/cmd/obligation/delete"
 	"go.probo.inc/probo/pkg/cmd/obligation/list"
+	"go.probo.inc/probo/pkg/cmd/obligation/publish"
 	"go.probo.inc/probo/pkg/cmd/obligation/update"
 	"go.probo.inc/probo/pkg/cmd/obligation/view"
 )
@@ -35,6 +36,7 @@ func NewCmdObligation(f *cmdutil.Factory) *cobra.Command {
 	cmd.AddCommand(view.NewCmdView(f))
 	cmd.AddCommand(update.NewCmdUpdate(f))
 	cmd.AddCommand(delete.NewCmdDelete(f))
+	cmd.AddCommand(publish.NewCmdPublish(f))
 
 	return cmd
 }

pkg/cmd/obligation/publish/publish.go

@@ -0,0 +1,147 @@
+// Copyright (c) 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 publish
+
+import (
+	"encoding/json"
+	"fmt"
+
+	"github.com/spf13/cobra"
+	"go.probo.inc/probo/pkg/cli/api"
+	"go.probo.inc/probo/pkg/cmd/cmdutil"
+)
+
+const publishMutation = `
+mutation($input: PublishObligationListInput!) {
+  publishObligationList(input: $input) {
+    documentEdge {
+      node {
+        id
+        status
+        createdAt
+      }
+    }
+    documentVersionEdge {
+      node {
+        id
+        title
+        major
+        minor
+        status
+      }
+    }
+  }
+}
+`
+
+type publishResponse struct {
+	PublishObligationList struct {
+		DocumentEdge struct {
+			Node struct {
+				ID        string `json:"id"`
+				Status    string `json:"status"`
+				CreatedAt string `json:"createdAt"`
+			} `json:"node"`
+		} `json:"documentEdge"`
+		DocumentVersionEdge struct {
+			Node struct {
+				ID     string `json:"id"`
+				Title  string `json:"title"`
+				Major  int    `json:"major"`
+				Minor  int    `json:"minor"`
+				Status string `json:"status"`
+			} `json:"node"`
+		} `json:"documentVersionEdge"`
+	} `json:"publishObligationList"`
+}
+
+func NewCmdPublish(f *cmdutil.Factory) *cobra.Command {
+	var (
+		flagOrg      string
+		flagApprover []string
+	)
+
+	cmd := &cobra.Command{
+		Use:   "publish",
+		Short: "Publish the obligation register as a document version",
+		Example: `  # Publish the obligation register
+  prb obligation publish --org ORG_ID
+
+  # Publish with approvers
+  prb obligation publish --org ORG_ID --approver PROFILE_ID1 --approver PROFILE_ID2`,
+		RunE: func(cmd *cobra.Command, args []string) error {
+			cfg, err := f.Config()
+			if err != nil {
+				return err
+			}
+
+			host, hc, err := cfg.DefaultHost()
+			if err != nil {
+				return err
+			}
+
+			if flagOrg == "" {
+				flagOrg = hc.Organization
+			}
+			if flagOrg == "" {
+				return fmt.Errorf("organization is required: pass --org or run `prb auth login`")
+			}
+
+			client := api.NewClient(
+				host,
+				hc.Token,
+				"/api/console/v1/graphql",
+				cfg.HTTPTimeoutDuration(),
+			)
+
+			input := map[string]any{
+				"organizationId": flagOrg,
+			}
+
+			if len(flagApprover) > 0 {
+				input["approverIds"] = flagApprover
+			}
+
+			data, err := client.Do(
+				publishMutation,
+				map[string]any{"input": input},
+			)
+			if err != nil {
+				return err
+			}
+
+			var resp publishResponse
+			if err := json.Unmarshal(data, &resp); err != nil {
+				return fmt.Errorf("cannot parse response: %w", err)
+			}
+
+			v := resp.PublishObligationList.DocumentVersionEdge.Node
+			_, _ = fmt.Fprintf(
+				f.IOStreams.Out,
+				"Published obligation register %s (v%d.%d)\n",
+				v.Title,
+				v.Major,
+				v.Minor,
+			)
+
+			return nil
+		},
+	}
+
+	cmd.Flags().StringVar(&flagOrg, "org", "", "Organization ID")
+	cmd.Flags().StringArrayVar(&flagApprover, "approver", nil, "Approver profile ID (can be repeated)")
+
+	return cmd
+}

pkg/coredata/finding.go

@@ -120,6 +120,7 @@ FROM
 WHERE
 	%s
 	AND id = @finding_id
+	AND snapshot_id IS NULL
 LIMIT 1;
 `
 
@@ -158,6 +159,7 @@ FROM
 WHERE
 	%s
 	AND organization_id = @organization_id
+	AND snapshot_id IS NULL
 	AND %s
 `
 
@@ -212,6 +214,7 @@ FROM
 WHERE
 	%s
 	AND organization_id = @organization_id
+	AND snapshot_id IS NULL
 	AND %s
 	AND %s
 `
@@ -412,95 +415,6 @@ WHERE
 	return nil
 }
 
-func (fs Findings) Snapshot(ctx context.Context, conn pg.Tx, scope Scoper, organizationID, snapshotID gid.GID) error {
-	query := `
-INSERT INTO findings (
-	id,
-	tenant_id,
-	snapshot_id,
-	source_id,
-	organization_id,
-	kind,
-	reference_id,
-	description,
-	source,
-	identified_on,
-	root_cause,
-	corrective_action,
-	owner_id,
-	due_date,
-	status,
-	priority,
-	risk_id,
-	effectiveness_check,
-	created_at,
-	updated_at
-)
-SELECT
-	generate_gid(decode_base64_unpadded(@tenant_id), @finding_entity_type),
-	@tenant_id,
-	@snapshot_id,
-	f.id,
-	f.organization_id,
-	f.kind,
-	f.reference_id,
-	f.description,
-	f.source,
-	f.identified_on,
-	f.root_cause,
-	f.corrective_action,
-	f.owner_id,
-	f.due_date,
-	f.status,
-	f.priority,
-	f.risk_id,
-	f.effectiveness_check,
-	f.created_at,
-	f.updated_at
-FROM findings f
-WHERE %s AND f.organization_id = @organization_id AND f.snapshot_id IS NULL
-	`
-
-	query = fmt.Sprintf(query, scope.SQLFragment())
-
-	args := pgx.StrictNamedArgs{
-		"tenant_id":           scope.GetTenantID(),
-		"snapshot_id":         snapshotID,
-		"organization_id":     organizationID,
-		"finding_entity_type": FindingEntityType,
-	}
-	maps.Copy(args, scope.SQLArguments())
-
-	_, err := conn.Exec(ctx, query, args)
-	if err != nil {
-		return fmt.Errorf("cannot insert finding snapshots: %w", err)
-	}
-
-	auditQuery := `
-INSERT INTO findings_audits (finding_id, audit_id, reference_id, organization_id, tenant_id, created_at)
-SELECT
-	snap.id,
-	fa.audit_id,
-	fa.reference_id,
-	fa.organization_id,
-	fa.tenant_id,
-	fa.created_at
-FROM findings_audits fa
-JOIN findings live ON fa.finding_id = live.id AND live.snapshot_id IS NULL
-JOIN findings snap ON snap.source_id = live.id AND snap.snapshot_id = @snapshot_id
-WHERE %s AND live.organization_id = @organization_id
-	`
-
-	auditQuery = fmt.Sprintf(auditQuery, scope.SQLFragment())
-
-	_, err = conn.Exec(ctx, auditQuery, args)
-	if err != nil {
-		return fmt.Errorf("cannot insert finding audit snapshots: %w", err)
-	}
-
-	return nil
-}
-
 func (fs *Findings) LoadByAuditID(
 	ctx context.Context,
 	conn pg.Querier,
@@ -538,6 +452,7 @@ WITH f AS (
 		findings_audits fa ON fi.id = fa.finding_id
 	WHERE
 		fa.audit_id = @audit_id
+		AND fi.snapshot_id IS NULL
 )
 SELECT
 	id,
@@ -605,6 +520,7 @@ WITH f AS (
 		findings_audits fa ON fi.id = fa.finding_id
 	WHERE
 		fa.audit_id = @audit_id
+		AND fi.snapshot_id IS NULL
 )
 SELECT
 	COUNT(id)
@@ -631,3 +547,167 @@ WHERE
 
 	return count, nil
 }
+
+func (fs *Findings) LoadAllByOrganizationID(
+	ctx context.Context,
+	conn pg.Querier,
+	scope Scoper,
+	organizationID gid.GID,
+) error {
+	q := `
+SELECT
+	id,
+	organization_id,
+	snapshot_id,
+	source_id,
+	kind,
+	reference_id,
+	description,
+	source,
+	identified_on,
+	root_cause,
+	corrective_action,
+	owner_id,
+	due_date,
+	status,
+	priority,
+	risk_id,
+	effectiveness_check,
+	created_at,
+	updated_at
+FROM
+	findings
+WHERE
+	%s
+	AND organization_id = @organization_id
+	AND snapshot_id IS NULL
+ORDER BY
+	reference_id ASC
+`
+
+	q = fmt.Sprintf(q, scope.SQLFragment())
+
+	args := pgx.StrictNamedArgs{"organization_id": organizationID}
+	maps.Copy(args, scope.SQLArguments())
+
+	rows, err := conn.Query(ctx, q, args)
+	if err != nil {
+		return fmt.Errorf("cannot query findings: %w", err)
+	}
+
+	findings, err := pgx.CollectRows(rows, pgx.RowToAddrOfStructByName[Finding])
+	if err != nil {
+		return fmt.Errorf("cannot collect findings: %w", err)
+	}
+
+	*fs = findings
+
+	return nil
+}
+
+func (f Finding) GetGeneratedDocumentID(
+	ctx context.Context,
+	conn pg.Querier,
+	organizationID gid.GID,
+) (*gid.GID, error) {
+	var documentID *gid.GID
+
+	err := conn.QueryRow(
+		ctx,
+		`
+SELECT
+	findings_document_id
+FROM
+	generated_documents
+WHERE
+	organization_id = @organization_id
+`,
+		pgx.NamedArgs{"organization_id": organizationID},
+	).Scan(&documentID)
+	if errors.Is(err, pgx.ErrNoRows) {
+		return nil, nil
+	}
+	if err != nil {
+		return nil, fmt.Errorf("cannot get finding list document ID: %w", err)
+	}
+
+	return documentID, nil
+}
+
+func (f Finding) UpsertGeneratedDocumentID(
+	ctx context.Context,
+	conn pg.Tx,
+	organizationID gid.GID,
+	tenantID gid.TenantID,
+	documentID gid.GID,
+) error {
+	now := time.Now()
+
+	_, err := conn.Exec(
+		ctx,
+		`
+INSERT INTO generated_documents (
+	organization_id,
+	tenant_id,
+	findings_document_id,
+	created_at,
+	updated_at
+) VALUES (
+	@organization_id,
+	@tenant_id,
+	@findings_document_id,
+	@created_at,
+	@updated_at
+)
+ON CONFLICT (organization_id) DO UPDATE
+SET
+	findings_document_id = @findings_document_id,
+	updated_at = @updated_at
+`,
+		pgx.NamedArgs{
+			"organization_id":      organizationID,
+			"tenant_id":            tenantID,
+			"findings_document_id": documentID,
+			"created_at":           now,
+			"updated_at":           now,
+		},
+	)
+	if err != nil {
+		return fmt.Errorf("cannot upsert finding list document ID: %w", err)
+	}
+
+	return nil
+}
+
+func (f Finding) ClearGeneratedDocumentID(
+	ctx context.Context,
+	conn pg.Tx,
+	documentIDs []gid.GID,
+) error {
+	ids := make([]string, len(documentIDs))
+	for i, id := range documentIDs {
+		ids[i] = id.String()
+	}
+
+	_, err := conn.Exec(
+		ctx,
+		`
+UPDATE
+	generated_documents
+SET
+	findings_document_id = NULL,
+	updated_at = @now
+WHERE
+	findings_document_id = ANY(@ids)
+`,
+		pgx.NamedArgs{
+			"ids": ids,
+			"now": time.Now(),
+		},
+	)
+	if err != nil {
+		return fmt.Errorf("cannot clear finding list document references: %w", err)
+	}
+
+	return nil
+}

pkg/coredata/finding_filter.go

@@ -21,34 +21,29 @@ import (
 
 type (
 	FindingFilter struct {
-		snapshotID **gid.GID
-		kind       *FindingKind
-		status     *FindingStatus
-		priority   *FindingPriority
-		ownerID    *gid.GID
+		kind     *FindingKind
+		status   *FindingStatus
+		priority *FindingPriority
+		ownerID  *gid.GID
 	}
 )
 
 func NewFindingFilter(
-	snapshotID **gid.GID,
 	kind *FindingKind,
 	status *FindingStatus,
 	priority *FindingPriority,
 	ownerID *gid.GID,
 ) *FindingFilter {
 	return &FindingFilter{
-		snapshotID: snapshotID,
-		kind:       kind,
-		status:     status,
-		priority:   priority,
-		ownerID:    ownerID,
+		kind:     kind,
+		status:   status,
+		priority: priority,
+		ownerID:  ownerID,
 	}
 }
 
 func (f *FindingFilter) SQLArguments() pgx.StrictNamedArgs {
 	args := pgx.StrictNamedArgs{
-		"has_snapshot_filter": false,
-		"filter_snapshot_id":  nil,
 		"has_kind_filter":     false,
 		"filter_kind":         nil,
 		"has_status_filter":   false,
@@ -59,13 +54,6 @@ func (f *FindingFilter) SQLArguments() pgx.StrictNamedArgs {
 		"filter_owner_id":     nil,
 	}
 
-	if f.snapshotID != nil {
-		args["has_snapshot_filter"] = true
-		if *f.snapshotID != nil {
-			args["filter_snapshot_id"] = **f.snapshotID
-		}
-	}
-
 	if f.kind != nil {
 		args["has_kind_filter"] = true
 		args["filter_kind"] = string(*f.kind)
@@ -92,15 +80,6 @@ func (f *FindingFilter) SQLArguments() pgx.StrictNamedArgs {
 func (f *FindingFilter) SQLFragment() string {
 	return `
 (
-    CASE
-        WHEN @has_snapshot_filter::boolean = false THEN TRUE
-        WHEN @has_snapshot_filter::boolean = true AND @filter_snapshot_id::text IS NOT NULL THEN
-            snapshot_id = @filter_snapshot_id::text
-        WHEN @has_snapshot_filter::boolean = true AND @filter_snapshot_id::text IS NULL THEN
-            snapshot_id IS NULL
-        ELSE TRUE
-    END
-    AND
     CASE
         WHEN @has_kind_filter::boolean = false THEN TRUE
         WHEN @has_kind_filter::boolean = true THEN

pkg/coredata/migrations/20260422T130000Z.sql

@@ -0,0 +1,17 @@
+-- Copyright (c) 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.
+
+ALTER TABLE generated_documents
+    ADD COLUMN findings_document_id TEXT REFERENCES documents(id) ON DELETE SET NULL,
+    ADD COLUMN obligations_document_id TEXT REFERENCES documents(id) ON DELETE SET NULL;

pkg/coredata/obligation.go

@@ -108,6 +108,7 @@ FROM
 WHERE
 	%s
 	AND id = @obligation_id
+	AND snapshot_id IS NULL
 LIMIT 1;
 `
 
@@ -136,7 +137,6 @@ func (os *Obligations) CountByOrganizationID(
 	conn pg.Querier,
 	scope Scoper,
 	organizationID gid.GID,
-	filter *ObligationFilter,
 ) (int, error) {
 	q := `
 SELECT
@@ -146,14 +146,13 @@ FROM
 WHERE
 	%s
 	AND organization_id = @organization_id
-	AND %s
+	AND snapshot_id IS NULL
 `
 
-	q = fmt.Sprintf(q, scope.SQLFragment(), filter.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment())
 
 	args := pgx.StrictNamedArgs{"organization_id": organizationID}
 	maps.Copy(args, scope.SQLArguments())
-	maps.Copy(args, filter.SQLArguments())
 
 	row := conn.QueryRow(ctx, q, args)
 
@@ -171,7 +170,6 @@ func (os *Obligations) CountByRiskID(
 	conn pg.Querier,
 	scope Scoper,
 	riskID gid.GID,
-	filter *ObligationFilter,
 ) (int, error) {
 	q := `
 WITH obls AS (
@@ -186,20 +184,19 @@ WITH obls AS (
 		risks_obligations ro ON o.id = ro.obligation_id
 	WHERE
 		ro.risk_id = @risk_id
+		AND o.snapshot_id IS NULL
 )
 SELECT
 	COUNT(id)
 FROM
 	obls
 WHERE %s
-	AND %s
 `
 
-	q = fmt.Sprintf(q, scope.SQLFragment(), filter.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment())
 
 	args := pgx.StrictNamedArgs{"risk_id": riskID}
 	maps.Copy(args, scope.SQLArguments())
-	maps.Copy(args, filter.SQLArguments())
 
 	row := conn.QueryRow(ctx, q, args)
 
@@ -218,7 +215,6 @@ func (os *Obligations) LoadByOrganizationID(
 	scope Scoper,
 	organizationID gid.GID,
 	cursor *page.Cursor[ObligationOrderField],
-	filter *ObligationFilter,
 ) error {
 	q := `
 SELECT
@@ -243,15 +239,14 @@ FROM
 WHERE
 	%s
 	AND organization_id = @organization_id
-	AND %s
+	AND snapshot_id IS NULL
 	AND %s
 `
 
-	q = fmt.Sprintf(q, scope.SQLFragment(), filter.SQLFragment(), cursor.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment(), cursor.SQLFragment())
 
 	args := pgx.StrictNamedArgs{"organization_id": organizationID}
 	maps.Copy(args, scope.SQLArguments())
-	maps.Copy(args, filter.SQLArguments())
 	maps.Copy(args, cursor.SQLArguments())
 
 	rows, err := conn.Query(ctx, q, args)
@@ -275,7 +270,6 @@ func (os *Obligations) LoadByRiskID(
 	scope Scoper,
 	riskID gid.GID,
 	cursor *page.Cursor[ObligationOrderField],
-	filter *ObligationFilter,
 ) error {
 	q := `
 WITH obls AS (
@@ -304,6 +298,7 @@ WITH obls AS (
 		risks_obligations ro ON o.id = ro.obligation_id
 	WHERE
 		ro.risk_id = @risk_id
+		AND o.snapshot_id IS NULL
 )
 SELECT
 	id,
@@ -326,14 +321,12 @@ FROM
 	obls
 WHERE %s
 	AND %s
-	AND %s
 `
 
-	q = fmt.Sprintf(q, scope.SQLFragment(), filter.SQLFragment(), cursor.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment(), cursor.SQLFragment())
 
 	args := pgx.StrictNamedArgs{"risk_id": riskID}
 	maps.Copy(args, scope.SQLArguments())
-	maps.Copy(args, filter.SQLArguments())
 	maps.Copy(args, cursor.SQLArguments())
 
 	rows, err := conn.Query(ctx, q, args)
@@ -356,7 +349,6 @@ func (os *Obligations) CountByControlID(
 	conn pg.Querier,
 	scope Scoper,
 	controlID gid.GID,
-	filter *ObligationFilter,
 ) (int, error) {
 	q := `
 WITH obls AS (
@@ -370,20 +362,19 @@ WITH obls AS (
 		controls_obligations co ON o.id = co.obligation_id
 	WHERE
 		co.control_id = @control_id
+		AND o.snapshot_id IS NULL
 )
 SELECT
 	COUNT(id)
 FROM
 	obls
 WHERE %s
-	AND %s
 `
 
-	q = fmt.Sprintf(q, scope.SQLFragment(), filter.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment())
 
 	args := pgx.StrictNamedArgs{"control_id": controlID}
 	maps.Copy(args, scope.SQLArguments())
-	maps.Copy(args, filter.SQLArguments())
 
 	row := conn.QueryRow(ctx, q, args)
 
@@ -402,7 +393,6 @@ func (os *Obligations) LoadByControlID(
 	scope Scoper,
 	controlID gid.GID,
 	cursor *page.Cursor[ObligationOrderField],
-	filter *ObligationFilter,
 ) error {
 	q := `
 WITH obls AS (
@@ -430,6 +420,7 @@ WITH obls AS (
 		controls_obligations co ON o.id = co.obligation_id
 	WHERE
 		co.control_id = @control_id
+		AND o.snapshot_id IS NULL
 )
 SELECT
 	id,
@@ -452,13 +443,11 @@ FROM
 	obls
 WHERE %s
 	AND %s
-	AND %s
 `
-	q = fmt.Sprintf(q, scope.SQLFragment(), filter.SQLFragment(), cursor.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment(), cursor.SQLFragment())
 
 	args := pgx.NamedArgs{"control_id": controlID}
 	maps.Copy(args, scope.SQLArguments())
-	maps.Copy(args, filter.SQLArguments())
 	maps.Copy(args, cursor.SQLArguments())
 
 	rows, err := conn.Query(ctx, q, args)
@@ -625,13 +614,15 @@ WHERE
 	return nil
 }
 
-func (os Obligations) Snapshot(ctx context.Context, conn pg.Tx, scope Scoper, organizationID, snapshotID gid.GID) error {
-	query := `
-INSERT INTO obligations (
+func (os *Obligations) LoadAllByOrganizationID(
+	ctx context.Context,
+	conn pg.Querier,
+	scope Scoper,
+	organizationID gid.GID,
+) error {
+	q := `
+SELECT
 	id,
-	tenant_id,
-	snapshot_id,
-	source_id,
 	organization_id,
 	area,
 	source,
@@ -643,44 +634,142 @@ INSERT INTO obligations (
 	due_date,
 	status,
 	type,
+	snapshot_id,
+	source_id,
 	created_at,
 	updated_at
-)
-SELECT
-	generate_gid(decode_base64_unpadded(@tenant_id), @obligation_entity_type),
-	@tenant_id,
-	@snapshot_id,
-	o.id,
-	o.organization_id,
-	o.area,
-	o.source,
-	o.requirement,
-	o.actions_to_be_implemented,
-	o.regulator,
-	o.owner_profile_id,
-	o.last_review_date,
-	o.due_date,
-	o.status,
-	o.type,
-	o.created_at,
-	o.updated_at
-FROM obligations o
-WHERE %s AND o.organization_id = @organization_id AND o.snapshot_id IS NULL
-	`
+FROM
+	obligations
+WHERE
+	%s
+	AND organization_id = @organization_id
+	AND snapshot_id IS NULL
+ORDER BY
+	created_at ASC
+`
 
-	query = fmt.Sprintf(query, scope.SQLFragment())
+	q = fmt.Sprintf(q, scope.SQLFragment())
 
-	args := pgx.StrictNamedArgs{
-		"tenant_id":              scope.GetTenantID(),
-		"snapshot_id":            snapshotID,
-		"organization_id":        organizationID,
-		"obligation_entity_type": ObligationEntityType,
-	}
+	args := pgx.StrictNamedArgs{"organization_id": organizationID}
 	maps.Copy(args, scope.SQLArguments())
 
-	_, err := conn.Exec(ctx, query, args)
+	rows, err := conn.Query(ctx, q, args)
 	if err != nil {
-		return fmt.Errorf("cannot insert obligation snapshots: %w", err)
+		return fmt.Errorf("cannot query obligations: %w", err)
+	}
+
+	obligations, err := pgx.CollectRows(rows, pgx.RowToAddrOfStructByName[Obligation])
+	if err != nil {
+		return fmt.Errorf("cannot collect obligations: %w", err)
+	}
+
+	*os = obligations
+
+	return nil
+}
+
+func (o Obligation) GetGeneratedDocumentID(
+	ctx context.Context,
+	conn pg.Querier,
+	organizationID gid.GID,
+) (*gid.GID, error) {
+	var documentID *gid.GID
+
+	err := conn.QueryRow(
+		ctx,
+		`
+SELECT
+	obligations_document_id
+FROM
+	generated_documents
+WHERE
+	organization_id = @organization_id
+`,
+		pgx.NamedArgs{"organization_id": organizationID},
+	).Scan(&documentID)
+	if errors.Is(err, pgx.ErrNoRows) {
+		return nil, nil
+	}
+	if err != nil {
+		return nil, fmt.Errorf("cannot get obligation list document ID: %w", err)
+	}
+
+	return documentID, nil
+}
+
+func (o Obligation) UpsertGeneratedDocumentID(
+	ctx context.Context,
+	conn pg.Tx,
+	organizationID gid.GID,
+	tenantID gid.TenantID,
+	documentID gid.GID,
+) error {
+	now := time.Now()
+
+	_, err := conn.Exec(
+		ctx,
+		`
+INSERT INTO generated_documents (
+	organization_id,
+	tenant_id,
+	obligations_document_id,
+	created_at,
+	updated_at
+) VALUES (
+	@organization_id,
+	@tenant_id,
+	@obligations_document_id,
+	@created_at,
+	@updated_at
+)
+ON CONFLICT (organization_id) DO UPDATE
+SET
+	obligations_document_id = @obligations_document_id,
+	updated_at = @updated_at
+`,
+		pgx.NamedArgs{
+			"organization_id":         organizationID,
+			"tenant_id":               tenantID,
+			"obligations_document_id": documentID,
+			"created_at":              now,
+			"updated_at":              now,
+		},
+	)
+	if err != nil {
+		return fmt.Errorf("cannot upsert obligation list document ID: %w", err)
+	}
+
+	return nil
+}
+
+func (o Obligation) ClearGeneratedDocumentID(
+	ctx context.Context,
+	conn pg.Tx,
+	documentIDs []gid.GID,
+) error {
+	ids := make([]string, len(documentIDs))
+	for i, id := range documentIDs {
+		ids[i] = id.String()
+	}
+
+	_, err := conn.Exec(
+		ctx,
+		`
+UPDATE
+	generated_documents
+SET
+	obligations_document_id = NULL,
+	updated_at = @now
+WHERE
+	obligations_document_id = ANY(@ids)
+`,
+		pgx.NamedArgs{
+			"ids": ids,
+			"now": time.Now(),
+		},
+	)
+	if err != nil {
+		return fmt.Errorf("cannot clear obligation list document references: %w", err)
 	}
 
 	return nil

pkg/coredata/obligation_filter.go

@@ -1,54 +0,0 @@
-// 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 coredata
-
-import (
-	"github.com/jackc/pgx/v5"
-	"go.probo.inc/probo/pkg/gid"
-)
-
-type (
-	ObligationFilter struct {
-		snapshotID **gid.GID
-	}
-)
-
-func NewObligationFilter(snapshotID **gid.GID) *ObligationFilter {
-	return &ObligationFilter{
-		snapshotID: snapshotID,
-	}
-}
-
-func (f *ObligationFilter) SQLArguments() pgx.NamedArgs {
-	args := pgx.NamedArgs{}
-
-	if f.snapshotID != nil && *f.snapshotID != nil {
-		args["filter_snapshot_id"] = **f.snapshotID
-	}
-
-	return args
-}
-
-func (f *ObligationFilter) SQLFragment() string {
-	if f.snapshotID == nil {
-		return "TRUE"
-	}
-
-	if *f.snapshotID == nil {
-		return "snapshot_id IS NULL"
-	} else {
-		return "snapshot_id = @filter_snapshot_id"
-	}
-}

pkg/coredata/snapshots_type.go

@@ -38,8 +38,6 @@ func SnapshotsTypes() []SnapshotsType {
 	return []SnapshotsType{
 		SnapshotsTypeRisks,
 		SnapshotsTypeVendors,
-		SnapshotsTypeFindings,
-		SnapshotsTypeObligations,
 		SnapshotsTypeProcessingActivities,
 	}
 }

pkg/coredata/snapshottable.go

@@ -30,10 +30,6 @@ func GetSnapshottable(snapshotType SnapshotsType) (Snapshottable, error) {
 	switch snapshotType {
 	case SnapshotsTypeRisks:
 		return Risks{}, nil
-	case SnapshotsTypeFindings:
-		return Findings{}, nil
-	case SnapshotsTypeObligations:
-		return Obligations{}, nil
 	case SnapshotsTypeProcessingActivities:
 		return ProcessingActivities{}, nil
 	case SnapshotsTypeVendors:

pkg/docgen/generator.go

@@ -338,6 +338,49 @@ type (
 		Owner           string
 		Vendors         string
 	}
+
+	FindingListData struct {
+		Title            string
+		OrganizationName string
+		CreatedAt        time.Time
+		TotalFindings    int
+		Rows             []FindingListRow
+	}
+
+	FindingListRow struct {
+		ReferenceID        string
+		Kind               string
+		Description        string
+		Source             string
+		IdentifiedOn       string
+		RootCause          string
+		CorrectiveAction   string
+		EffectivenessCheck string
+		Status             string
+		Priority           string
+		Owner              string
+		DueDate            string
+	}
+
+	ObligationListData struct {
+		Title            string
+		OrganizationName string
+		CreatedAt        time.Time
+		TotalObligations int
+		Rows             []ObligationListRow
+	}
+
+	ObligationListRow struct {
+		Area                   string
+		Source                 string
+		Requirement            string
+		ActionsToBeImplemented string
+		Status                 string
+		Type                   string
+		Regulator              string
+		Owner                  string
+		DueDate                string
+	}
 )
 
 func BoolLabel(v bool) string {

pkg/probo/actions.go

@@ -264,13 +264,15 @@ const (
 	ActionFindingDelete             = "core:finding:delete"
 	ActionFindingAuditMappingCreate = "core:finding:create-audit-mapping"
 	ActionFindingAuditMappingDelete = "core:finding:delete-audit-mapping"
+	ActionFindingPublish            = "core:finding:publish"
 
 	// Obligation actions
-	ActionObligationGet    = "core:obligation:get"
-	ActionObligationList   = "core:obligation:list"
-	ActionObligationCreate = "core:obligation:create"
-	ActionObligationUpdate = "core:obligation:update"
-	ActionObligationDelete = "core:obligation:delete"
+	ActionObligationGet     = "core:obligation:get"
+	ActionObligationList    = "core:obligation:list"
+	ActionObligationCreate  = "core:obligation:create"
+	ActionObligationUpdate  = "core:obligation:update"
+	ActionObligationDelete  = "core:obligation:delete"
+	ActionObligationPublish = "core:obligation:publish"
 
 	// ProcessingActivity actions
 	ActionProcessingActivityList   = "core:processing-activity:list"

pkg/probo/document_service.go

@@ -1295,6 +1295,16 @@ func (s *DocumentService) clearDocumentReferences(
 		return err
 	}
 
+	finding := coredata.Finding{}
+	if err := finding.ClearGeneratedDocumentID(ctx, tx, documentIDs); err != nil {
+		return err
+	}
+
+	obligation := coredata.Obligation{}
+	if err := obligation.ClearGeneratedDocumentID(ctx, tx, documentIDs); err != nil {
+		return err
+	}
+
 	soa := coredata.StatementOfApplicability{}
 	if err := soa.ClearDocumentIDByDocumentIDs(ctx, tx, documentIDs); err != nil {
 		return err

pkg/probo/generated_document_service.go

@@ -936,3 +936,683 @@ func BuildStatementOfApplicabilityDocument(data docgen.StatementOfApplicabilityD
 	}
 	return buf.String(), nil
 }
+
+func (s *GeneratedDocumentService) PublishFindingList(
+	ctx context.Context,
+	organizationID gid.GID,
+	approverIDs []gid.GID,
+) (*coredata.Document, *coredata.DocumentVersion, error) {
+	var (
+		document        *coredata.Document
+		documentVersion *coredata.DocumentVersion
+	)
+
+	err := s.svc.pg.WithTx(
+		ctx,
+		func(ctx context.Context, tx pg.Tx) error {
+			organization := &coredata.Organization{}
+			if err := organization.LoadByID(ctx, tx, s.svc.scope, organizationID); err != nil {
+				return fmt.Errorf("cannot load organization: %w", err)
+			}
+
+			documentData, err := s.buildFindingListDocumentData(ctx, tx, organization)
+			if err != nil {
+				return fmt.Errorf("cannot build document data: %w", err)
+			}
+
+			prosemirrorJSON, err := BuildFindingListDocument(documentData)
+			if err != nil {
+				return fmt.Errorf("cannot build prosemirror document: %w", err)
+			}
+
+			now := time.Now()
+
+			finding := coredata.Finding{}
+			findingDocumentID, err := finding.GetGeneratedDocumentID(ctx, tx, organizationID)
+			if err != nil {
+				return fmt.Errorf("cannot query generated documents: %w", err)
+			}
+
+			var existingDoc *coredata.Document
+			if findingDocumentID != nil {
+				doc := &coredata.Document{}
+				err = doc.LoadByID(ctx, tx, s.svc.scope, *findingDocumentID)
+				if err != nil && !errors.Is(err, coredata.ErrResourceNotFound) {
+					return fmt.Errorf("cannot load finding list document: %w", err)
+				}
+
+				if err == nil && doc.ArchivedAt == nil {
+					existingDoc = doc
+				} else {
+					if err := finding.ClearGeneratedDocumentID(ctx, tx, []gid.GID{*findingDocumentID}); err != nil {
+						return fmt.Errorf("cannot clear document reference: %w", err)
+					}
+				}
+			}
+
+			hasApprovers := len(approverIDs) > 0
+
+			if existingDoc == nil {
+				documentID := gid.New(s.svc.scope.GetTenantID(), coredata.DocumentEntityType)
+
+				document = &coredata.Document{
+					ID:                    documentID,
+					OrganizationID:        organizationID,
+					WriteMode:             coredata.DocumentWriteModeGenerated,
+					TrustCenterVisibility: coredata.TrustCenterVisibilityNone,
+					Status:                coredata.DocumentStatusActive,
+					CreatedAt:             now,
+					UpdatedAt:             now,
+				}
+
+				if err := document.Insert(ctx, tx, s.svc.scope); err != nil {
+					return fmt.Errorf("cannot insert document: %w", err)
+				}
+
+				if err := finding.UpsertGeneratedDocumentID(ctx, tx, organizationID, s.svc.scope.GetTenantID(), documentID); err != nil {
+					return fmt.Errorf("cannot upsert generated documents: %w", err)
+				}
+			} else {
+				document = existingDoc
+			}
+
+			var newMajor int
+			if document.CurrentPublishedMajor != nil {
+				newMajor = *document.CurrentPublishedMajor + 1
+			} else {
+				newMajor = 1
+			}
+
+			versionStatus := coredata.DocumentVersionStatusPublished
+			var publishedAt *time.Time
+			if hasApprovers {
+				versionStatus = coredata.DocumentVersionStatusDraft
+			} else {
+				publishedAt = &now
+			}
+
+			documentVersionID := gid.New(s.svc.scope.GetTenantID(), coredata.DocumentVersionEntityType)
+			documentVersion = &coredata.DocumentVersion{
+				ID:             documentVersionID,
+				OrganizationID: organizationID,
+				DocumentID:     document.ID,
+				Title:          "Finding List",
+				Major:          newMajor,
+				Minor:          0,
+				Content:        prosemirrorJSON,
+				Status:         versionStatus,
+				Classification: coredata.DocumentClassificationConfidential,
+				DocumentType:   coredata.DocumentTypeRegister,
+				Orientation:    coredata.DocumentVersionOrientationLandscape,
+				PublishedAt:    publishedAt,
+				CreatedAt:      now,
+				UpdatedAt:      now,
+			}
+
+			if err := documentVersion.Insert(ctx, tx, s.svc.scope); err != nil {
+				if errors.Is(err, coredata.ErrResourceAlreadyExists) {
+					return fmt.Errorf("a version is pending approval, approve or reject it before publishing a new one: %w", err)
+				}
+				return fmt.Errorf("cannot insert document version: %w", err)
+			}
+
+			if hasApprovers {
+				defaultApprovers := &coredata.DocumentDefaultApprovers{}
+				if err := defaultApprovers.MergeByDocumentID(ctx, tx, s.svc.scope, document.ID, organizationID, approverIDs); err != nil {
+					return fmt.Errorf("cannot save default approvers: %w", err)
+				}
+
+				_, err := s.svc.DocumentApprovals.RequestApprovalInTx(
+					ctx,
+					tx,
+					document,
+					documentVersion,
+					approverIDs,
+					nil,
+				)
+				if err != nil {
+					return fmt.Errorf("cannot request approval: %w", err)
+				}
+			} else {
+				document.CurrentPublishedMajor = &newMajor
+				document.CurrentPublishedMinor = new(0)
+				document.UpdatedAt = now
+
+				if err := document.Update(ctx, tx, s.svc.scope); err != nil {
+					return fmt.Errorf("cannot update document: %w", err)
+				}
+			}
+
+			return nil
+		},
+	)
+
+	if err != nil {
+		return nil, nil, err
+	}
+
+	return document, documentVersion, nil
+}
+
+func (s *GeneratedDocumentService) GetFindingsDocumentID(
+	ctx context.Context,
+	organizationID gid.GID,
+) (*gid.GID, error) {
+	var findingDocumentID *gid.GID
+
+	err := s.svc.pg.WithConn(ctx, func(ctx context.Context, conn pg.Querier) error {
+		finding := coredata.Finding{}
+		var err error
+		findingDocumentID, err = finding.GetGeneratedDocumentID(ctx, conn, organizationID)
+		return err
+	})
+	if err != nil {
+		return nil, fmt.Errorf("cannot get finding list document ID: %w", err)
+	}
+
+	return findingDocumentID, nil
+}
+
+func (s *GeneratedDocumentService) buildFindingListDocumentData(
+	ctx context.Context,
+	conn pg.Querier,
+	organization *coredata.Organization,
+) (docgen.FindingListData, error) {
+	var findings coredata.Findings
+	if err := findings.LoadAllByOrganizationID(ctx, conn, s.svc.scope, organization.ID); err != nil {
+		return docgen.FindingListData{}, fmt.Errorf("cannot load findings: %w", err)
+	}
+
+	if len(findings) == 0 {
+		return docgen.FindingListData{
+			Title:            "Finding List",
+			OrganizationName: organization.Name,
+			CreatedAt:        time.Now(),
+			TotalFindings:    0,
+		}, nil
+	}
+
+	ownerIDs := make([]gid.GID, 0, len(findings))
+	ownerIDSet := make(map[gid.GID]struct{})
+	for _, f := range findings {
+		if f.OwnerID != nil {
+			if _, ok := ownerIDSet[*f.OwnerID]; !ok {
+				ownerIDs = append(ownerIDs, *f.OwnerID)
+				ownerIDSet[*f.OwnerID] = struct{}{}
+			}
+		}
+	}
+
+	profileMap := make(map[gid.GID]*coredata.MembershipProfile)
+	if len(ownerIDs) > 0 {
+		var profiles coredata.MembershipProfiles
+		if err := profiles.LoadByIDs(ctx, conn, s.svc.scope, ownerIDs); err != nil {
+			return docgen.FindingListData{}, fmt.Errorf("cannot load profiles: %w", err)
+		}
+
+		for _, p := range profiles {
+			profileMap[p.ID] = p
+		}
+	}
+
+	rows := make([]docgen.FindingListRow, 0, len(findings))
+	for _, f := range findings {
+		ownerName := "-"
+		if f.OwnerID != nil {
+			if p, ok := profileMap[*f.OwnerID]; ok {
+				ownerName = p.FullName
+			}
+		}
+
+		description := "-"
+		if f.Description != nil && *f.Description != "" {
+			description = *f.Description
+		}
+
+		source := "-"
+		if f.Source != nil && *f.Source != "" {
+			source = *f.Source
+		}
+
+		identifiedOn := "-"
+		if f.IdentifiedOn != nil {
+			identifiedOn = f.IdentifiedOn.Format("2006-01-02")
+		}
+
+		rootCause := "-"
+		if f.RootCause != nil && *f.RootCause != "" {
+			rootCause = *f.RootCause
+		}
+
+		correctiveAction := "-"
+		if f.CorrectiveAction != nil && *f.CorrectiveAction != "" {
+			correctiveAction = *f.CorrectiveAction
+		}
+
+		effectivenessCheck := "-"
+		if f.EffectivenessCheck != nil && *f.EffectivenessCheck != "" {
+			effectivenessCheck = *f.EffectivenessCheck
+		}
+
+		dueDate := "-"
+		if f.DueDate != nil {
+			dueDate = f.DueDate.Format("2006-01-02")
+		}
+
+		rows = append(rows, docgen.FindingListRow{
+			ReferenceID:        f.ReferenceID,
+			Kind:               formatFindingKind(f.Kind),
+			Description:        description,
+			Source:             source,
+			IdentifiedOn:       identifiedOn,
+			RootCause:          rootCause,
+			CorrectiveAction:   correctiveAction,
+			EffectivenessCheck: effectivenessCheck,
+			Status:             formatFindingStatus(f.Status),
+			Priority:           formatFindingPriority(f.Priority),
+			Owner:              ownerName,
+			DueDate:            dueDate,
+		})
+	}
+
+	return docgen.FindingListData{
+		Title:            "Finding List",
+		OrganizationName: organization.Name,
+		CreatedAt:        time.Now(),
+		TotalFindings:    len(findings),
+		Rows:             rows,
+	}, nil
+}
+
+func formatFindingKind(k coredata.FindingKind) string {
+	switch k {
+	case coredata.FindingKindMinorNonconformity:
+		return "Minor Nonconformity"
+	case coredata.FindingKindMajorNonconformity:
+		return "Major Nonconformity"
+	case coredata.FindingKindObservation:
+		return "Observation"
+	case coredata.FindingKindException:
+		return "Exception"
+	default:
+		return string(k)
+	}
+}
+
+func formatFindingStatus(s coredata.FindingStatus) string {
+	switch s {
+	case coredata.FindingStatusOpen:
+		return "Open"
+	case coredata.FindingStatusInProgress:
+		return "In Progress"
+	case coredata.FindingStatusClosed:
+		return "Closed"
+	case coredata.FindingStatusRiskAccepted:
+		return "Risk Accepted"
+	case coredata.FindingStatusMitigated:
+		return "Mitigated"
+	case coredata.FindingStatusFalsePositive:
+		return "False Positive"
+	default:
+		return string(s)
+	}
+}
+
+func formatFindingPriority(p coredata.FindingPriority) string {
+	switch p {
+	case coredata.FindingPriorityLow:
+		return "Low"
+	case coredata.FindingPriorityMedium:
+		return "Medium"
+	case coredata.FindingPriorityHigh:
+		return "High"
+	default:
+		return string(p)
+	}
+}
+
+var findingListTemplate = template.Must(
+	template.New("finding_list.json.tmpl").
+		Funcs(template.FuncMap{
+			"json": func(v any) (string, error) {
+				b, err := json.Marshal(v)
+				if err != nil {
+					return "", err
+				}
+				return string(b), nil
+			},
+		}).
+		ParseFS(Templates, "templates/finding_list.json.tmpl"),
+)
+
+func BuildFindingListDocument(data docgen.FindingListData) (string, error) {
+	var buf bytes.Buffer
+	if err := findingListTemplate.Execute(&buf, data); err != nil {
+		return "", fmt.Errorf("cannot execute finding list template: %w", err)
+	}
+	return buf.String(), nil
+}
+
+func (s *GeneratedDocumentService) PublishObligationList(
+	ctx context.Context,
+	organizationID gid.GID,
+	approverIDs []gid.GID,
+) (*coredata.Document, *coredata.DocumentVersion, error) {
+	var (
+		document        *coredata.Document
+		documentVersion *coredata.DocumentVersion
+	)
+
+	err := s.svc.pg.WithTx(
+		ctx,
+		func(ctx context.Context, tx pg.Tx) error {
+			organization := &coredata.Organization{}
+			if err := organization.LoadByID(ctx, tx, s.svc.scope, organizationID); err != nil {
+				return fmt.Errorf("cannot load organization: %w", err)
+			}
+
+			documentData, err := s.buildObligationListDocumentData(ctx, tx, organization)
+			if err != nil {
+				return fmt.Errorf("cannot build document data: %w", err)
+			}
+
+			prosemirrorJSON, err := BuildObligationListDocument(documentData)
+			if err != nil {
+				return fmt.Errorf("cannot build prosemirror document: %w", err)
+			}
+
+			now := time.Now()
+
+			obligation := coredata.Obligation{}
+			obligationDocumentID, err := obligation.GetGeneratedDocumentID(ctx, tx, organizationID)
+			if err != nil {
+				return fmt.Errorf("cannot query generated documents: %w", err)
+			}
+
+			var existingDoc *coredata.Document
+			if obligationDocumentID != nil {
+				doc := &coredata.Document{}
+				err = doc.LoadByID(ctx, tx, s.svc.scope, *obligationDocumentID)
+				if err != nil && !errors.Is(err, coredata.ErrResourceNotFound) {
+					return fmt.Errorf("cannot load obligation list document: %w", err)
+				}
+
+				if err == nil && doc.ArchivedAt == nil {
+					existingDoc = doc
+				} else {
+					if err := obligation.ClearGeneratedDocumentID(ctx, tx, []gid.GID{*obligationDocumentID}); err != nil {
+						return fmt.Errorf("cannot clear document reference: %w", err)
+					}
+				}
+			}
+
+			hasApprovers := len(approverIDs) > 0
+
+			if existingDoc == nil {
+				documentID := gid.New(s.svc.scope.GetTenantID(), coredata.DocumentEntityType)
+
+				document = &coredata.Document{
+					ID:                    documentID,
+					OrganizationID:        organizationID,
+					WriteMode:             coredata.DocumentWriteModeGenerated,
+					TrustCenterVisibility: coredata.TrustCenterVisibilityNone,
+					Status:                coredata.DocumentStatusActive,
+					CreatedAt:             now,
+					UpdatedAt:             now,
+				}
+
+				if err := document.Insert(ctx, tx, s.svc.scope); err != nil {
+					return fmt.Errorf("cannot insert document: %w", err)
+				}
+
+				if err := obligation.UpsertGeneratedDocumentID(ctx, tx, organizationID, s.svc.scope.GetTenantID(), documentID); err != nil {
+					return fmt.Errorf("cannot upsert generated documents: %w", err)
+				}
+			} else {
+				document = existingDoc
+			}
+
+			var newMajor int
+			if document.CurrentPublishedMajor != nil {
+				newMajor = *document.CurrentPublishedMajor + 1
+			} else {
+				newMajor = 1
+			}
+
+			versionStatus := coredata.DocumentVersionStatusPublished
+			var publishedAt *time.Time
+			if hasApprovers {
+				versionStatus = coredata.DocumentVersionStatusDraft
+			} else {
+				publishedAt = &now
+			}
+
+			documentVersionID := gid.New(s.svc.scope.GetTenantID(), coredata.DocumentVersionEntityType)
+			documentVersion = &coredata.DocumentVersion{
+				ID:             documentVersionID,
+				OrganizationID: organizationID,
+				DocumentID:     document.ID,
+				Title:          "Obligation List",
+				Major:          newMajor,
+				Minor:          0,
+				Content:        prosemirrorJSON,
+				Status:         versionStatus,
+				Classification: coredata.DocumentClassificationConfidential,
+				DocumentType:   coredata.DocumentTypeRegister,
+				Orientation:    coredata.DocumentVersionOrientationLandscape,
+				PublishedAt:    publishedAt,
+				CreatedAt:      now,
+				UpdatedAt:      now,
+			}
+
+			if err := documentVersion.Insert(ctx, tx, s.svc.scope); err != nil {
+				if errors.Is(err, coredata.ErrResourceAlreadyExists) {
+					return fmt.Errorf("a version is pending approval, approve or reject it before publishing a new one: %w", err)
+				}
+				return fmt.Errorf("cannot insert document version: %w", err)
+			}
+
+			if hasApprovers {
+				defaultApprovers := &coredata.DocumentDefaultApprovers{}
+				if err := defaultApprovers.MergeByDocumentID(ctx, tx, s.svc.scope, document.ID, organizationID, approverIDs); err != nil {
+					return fmt.Errorf("cannot save default approvers: %w", err)
+				}
+
+				_, err := s.svc.DocumentApprovals.RequestApprovalInTx(
+					ctx,
+					tx,
+					document,
+					documentVersion,
+					approverIDs,
+					nil,
+				)
+				if err != nil {
+					return fmt.Errorf("cannot request approval: %w", err)
+				}
+			} else {
+				document.CurrentPublishedMajor = &newMajor
+				document.CurrentPublishedMinor = new(0)
+				document.UpdatedAt = now
+
+				if err := document.Update(ctx, tx, s.svc.scope); err != nil {
+					return fmt.Errorf("cannot update document: %w", err)
+				}
+			}
+
+			return nil
+		},
+	)
+
+	if err != nil {
+		return nil, nil, err
+	}
+
+	return document, documentVersion, nil
+}
+
+func (s *GeneratedDocumentService) GetObligationsDocumentID(
+	ctx context.Context,
+	organizationID gid.GID,
+) (*gid.GID, error) {
+	var obligationDocumentID *gid.GID
+
+	err := s.svc.pg.WithConn(ctx, func(ctx context.Context, conn pg.Querier) error {
+		obligation := coredata.Obligation{}
+		var err error
+		obligationDocumentID, err = obligation.GetGeneratedDocumentID(ctx, conn, organizationID)
+		return err
+	})
+	if err != nil {
+		return nil, fmt.Errorf("cannot get obligation list document ID: %w", err)
+	}
+
+	return obligationDocumentID, nil
+}
+
+func (s *GeneratedDocumentService) buildObligationListDocumentData(
+	ctx context.Context,
+	conn pg.Querier,
+	organization *coredata.Organization,
+) (docgen.ObligationListData, error) {
+	var obligations coredata.Obligations
+	if err := obligations.LoadAllByOrganizationID(ctx, conn, s.svc.scope, organization.ID); err != nil {
+		return docgen.ObligationListData{}, fmt.Errorf("cannot load obligations: %w", err)
+	}
+
+	if len(obligations) == 0 {
+		return docgen.ObligationListData{
+			Title:            "Obligation List",
+			OrganizationName: organization.Name,
+			CreatedAt:        time.Now(),
+			TotalObligations: 0,
+		}, nil
+	}
+
+	ownerIDs := make([]gid.GID, 0, len(obligations))
+	ownerIDSet := make(map[gid.GID]struct{})
+	for _, o := range obligations {
+		if o.OwnerID == gid.Nil {
+			continue
+		}
+		if _, ok := ownerIDSet[o.OwnerID]; !ok {
+			ownerIDs = append(ownerIDs, o.OwnerID)
+			ownerIDSet[o.OwnerID] = struct{}{}
+		}
+	}
+
+	profileMap := make(map[gid.GID]*coredata.MembershipProfile)
+	if len(ownerIDs) > 0 {
+		var profiles coredata.MembershipProfiles
+		if err := profiles.LoadByIDs(ctx, conn, s.svc.scope, ownerIDs); err != nil {
+			return docgen.ObligationListData{}, fmt.Errorf("cannot load profiles: %w", err)
+		}
+
+		for _, p := range profiles {
+			profileMap[p.ID] = p
+		}
+	}
+
+	rows := make([]docgen.ObligationListRow, 0, len(obligations))
+	for _, o := range obligations {
+		ownerName := "-"
+		if p, ok := profileMap[o.OwnerID]; ok {
+			ownerName = p.FullName
+		}
+
+		area := "-"
+		if o.Area != nil && *o.Area != "" {
+			area = *o.Area
+		}
+
+		source := "-"
+		if o.Source != nil && *o.Source != "" {
+			source = *o.Source
+		}
+
+		requirement := "-"
+		if o.Requirement != nil && *o.Requirement != "" {
+			requirement = *o.Requirement
+		}
+
+		actionsToBeImplemented := "-"
+		if o.ActionsToBeImplemented != nil && *o.ActionsToBeImplemented != "" {
+			actionsToBeImplemented = *o.ActionsToBeImplemented
+		}
+
+		regulator := "-"
+		if o.Regulator != nil && *o.Regulator != "" {
+			regulator = *o.Regulator
+		}
+
+		dueDate := "-"
+		if o.DueDate != nil {
+			dueDate = o.DueDate.Format("2006-01-02")
+		}
+
+		rows = append(rows, docgen.ObligationListRow{
+			Area:                   area,
+			Source:                 source,
+			Requirement:            requirement,
+			ActionsToBeImplemented: actionsToBeImplemented,
+			Status:                 formatObligationStatus(o.Status),
+			Type:                   formatObligationType(o.Type),
+			Regulator:              regulator,
+			Owner:                  ownerName,
+			DueDate:                dueDate,
+		})
+	}
+
+	return docgen.ObligationListData{
+		Title:            "Obligation List",
+		OrganizationName: organization.Name,
+		CreatedAt:        time.Now(),
+		TotalObligations: len(obligations),
+		Rows:             rows,
+	}, nil
+}
+
+func formatObligationStatus(s coredata.ObligationStatus) string {
+	switch s {
+	case coredata.ObligationStatusNonCompliant:
+		return "Non Compliant"
+	case coredata.ObligationStatusPartiallyCompliant:
+		return "Partially Compliant"
+	case coredata.ObligationStatusCompliant:
+		return "Compliant"
+	default:
+		return string(s)
+	}
+}
+
+func formatObligationType(t coredata.ObligationType) string {
+	switch t {
+	case coredata.ObligationTypeLegal:
+		return "Legal"
+	case coredata.ObligationTypeContractual:
+		return "Contractual"
+	default:
+		return string(t)
+	}
+}
+
+var obligationListTemplate = template.Must(
+	template.New("obligation_list.json.tmpl").
+		Funcs(template.FuncMap{
+			"json": func(v any) (string, error) {
+				b, err := json.Marshal(v)
+				if err != nil {
+					return "", err
+				}
+				return string(b), nil
+			},
+		}).
+		ParseFS(Templates, "templates/obligation_list.json.tmpl"),
+)
+
+func BuildObligationListDocument(data docgen.ObligationListData) (string, error) {
+	var buf bytes.Buffer
+	if err := obligationListTemplate.Execute(&buf, data); err != nil {
+		return "", fmt.Errorf("cannot execute obligation list template: %w", err)
+	}
+	return buf.String(), nil
+}

pkg/probo/obligation_service.go

@@ -289,7 +289,6 @@ func (s *ObligationService) Delete(
 func (s ObligationService) CountForOrganizationID(
 	ctx context.Context,
 	organizationID gid.GID,
-	filter *coredata.ObligationFilter,
 ) (int, error) {
 	var count int
 
@@ -297,7 +296,7 @@ func (s ObligationService) CountForOrganizationID(
 		ctx,
 		func(ctx context.Context, conn pg.Querier) (err error) {
 			obligations := coredata.Obligations{}
-			count, err = obligations.CountByOrganizationID(ctx, conn, s.svc.scope, organizationID, filter)
+			count, err = obligations.CountByOrganizationID(ctx, conn, s.svc.scope, organizationID)
 			if err != nil {
 				return fmt.Errorf("cannot count obligations: %w", err)
 			}
@@ -317,7 +316,6 @@ func (s ObligationService) ListForControlID(
 	ctx context.Context,
 	controlID gid.GID,
 	cursor *page.Cursor[coredata.ObligationOrderField],
-	filter *coredata.ObligationFilter,
 ) (*page.Page[*coredata.Obligation, coredata.ObligationOrderField], error) {
 	var obligations coredata.Obligations
 	control := &coredata.Control{}
@@ -329,7 +327,7 @@ func (s ObligationService) ListForControlID(
 				return fmt.Errorf("cannot load control: %w", err)
 			}
 
-			err := obligations.LoadByControlID(ctx, conn, s.svc.scope, control.ID, cursor, filter)
+			err := obligations.LoadByControlID(ctx, conn, s.svc.scope, control.ID, cursor)
 			if err != nil {
 				return fmt.Errorf("cannot load obligations: %w", err)
 			}
@@ -349,14 +347,13 @@ func (s ObligationService) ListForOrganizationID(
 	ctx context.Context,
 	organizationID gid.GID,
 	cursor *page.Cursor[coredata.ObligationOrderField],
-	filter *coredata.ObligationFilter,
 ) (*page.Page[*coredata.Obligation, coredata.ObligationOrderField], error) {
 	var obligations coredata.Obligations
 
 	err := s.svc.pg.WithConn(
 		ctx,
 		func(ctx context.Context, conn pg.Querier) error {
-			err := obligations.LoadByOrganizationID(ctx, conn, s.svc.scope, organizationID, cursor, filter)
+			err := obligations.LoadByOrganizationID(ctx, conn, s.svc.scope, organizationID, cursor)
 			if err != nil {
 				return fmt.Errorf("cannot load obligations: %w", err)
 			}
@@ -375,7 +372,6 @@ func (s ObligationService) ListForOrganizationID(
 func (s ObligationService) CountForRiskID(
 	ctx context.Context,
 	riskID gid.GID,
-	filter *coredata.ObligationFilter,
 ) (int, error) {
 	var count int
 
@@ -383,7 +379,7 @@ func (s ObligationService) CountForRiskID(
 		ctx,
 		func(ctx context.Context, conn pg.Querier) (err error) {
 			obligations := &coredata.Obligations{}
-			count, err = obligations.CountByRiskID(ctx, conn, s.svc.scope, riskID, filter)
+			count, err = obligations.CountByRiskID(ctx, conn, s.svc.scope, riskID)
 			if err != nil {
 				return fmt.Errorf("cannot count obligations: %w", err)
 			}
@@ -403,14 +399,13 @@ func (s ObligationService) ListForRiskID(
 	ctx context.Context,
 	riskID gid.GID,
 	cursor *page.Cursor[coredata.ObligationOrderField],
-	filter *coredata.ObligationFilter,
 ) (*page.Page[*coredata.Obligation, coredata.ObligationOrderField], error) {
 	var obligations coredata.Obligations
 
 	err := s.svc.pg.WithConn(
 		ctx,
 		func(ctx context.Context, conn pg.Querier) error {
-			err := obligations.LoadByRiskID(ctx, conn, s.svc.scope, riskID, cursor, filter)
+			err := obligations.LoadByRiskID(ctx, conn, s.svc.scope, riskID, cursor)
 			if err != nil {
 				return fmt.Errorf("cannot load obligations: %w", err)
 			}

pkg/probo/policies.go

@@ -171,10 +171,6 @@ var AuditorPolicy = policy.NewPolicy(
 		ActionEmployeeDocumentGet, ActionEmployeeDocumentList,
 		ActionEmployeeDocumentVersionExportPDF,
 	).WithSID("employee-document-access").When(organizationCondition),
-
-	policy.Allow(
-		ActionStatementOfApplicabilityPublish,
-	).WithSID("soa-publish").When(organizationCondition),
 ).WithDescription("Read-only probo access for auditors (excludes internal/employee content)")
 
 // EmployeePolicy defines permissions for employee role.

pkg/probo/templates/finding_list.json.tmpl

@@ -0,0 +1,101 @@
+{
+  "type": "doc",
+  "content": [
+    {
+      "type": "heading",
+      "attrs": { "level": 1 },
+      "content": [{ "type": "text", "text": "1. Purpose" }]
+    },
+    {
+      "type": "paragraph",
+      "content": [{ "type": "text", "text": "This document provides a comprehensive list of findings identified within the organization. It serves as a record of all findings, their classification, status, ownership, and remediation details." }]
+    },
+    { "type": "horizontalRule" },
+    {
+      "type": "heading",
+      "attrs": { "level": 1 },
+      "content": [{ "type": "text", "text": "2. Finding List" }]
+    },
+    {
+      "type": "table",
+      "content": [
+        {
+          "type": "tableRow",
+          "content": [
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [70] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Reference", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [90] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Kind", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [130] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Description", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Source", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [75] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Identified On", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [110] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Root Cause", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [110] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Corrective Action", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [110] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Effectiveness Check", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Status", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [60] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Priority", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [90] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Owner", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [75] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Due Date", "marks": [{ "type": "bold" }] }] }] }
+          ]
+        }{{range .Rows}},
+        {
+          "type": "tableRow",
+          "content": [
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [70] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .ReferenceID}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [90] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Kind}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [130] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Description}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Source}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [75] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .IdentifiedOn}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [110] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .RootCause}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [110] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .CorrectiveAction}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [110] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .EffectivenessCheck}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Status}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [60] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Priority}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [90] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Owner}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [75] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .DueDate}} }] }] }
+          ]
+        }{{end}}
+      ]
+    },
+    { "type": "horizontalRule" },
+    {
+      "type": "heading",
+      "attrs": { "level": 1 },
+      "content": [{ "type": "text", "text": "3. Definitions" }]
+    },
+    {
+      "type": "heading",
+      "attrs": { "level": 3 },
+      "content": [{ "type": "text", "text": "Kind" }]
+    },
+    {
+      "type": "bulletList",
+      "content": [
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Minor Nonconformity: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "A nonconformity that does not significantly affect the management system's ability to achieve its intended outcomes." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Major Nonconformity: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "A nonconformity that significantly affects the management system's ability to achieve its intended outcomes." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Observation: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "A noted issue that does not constitute a nonconformity but may warrant attention." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Exception: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "A deviation from a requirement that has been formally approved." }] }] }
+      ]
+    },
+    {
+      "type": "heading",
+      "attrs": { "level": 3 },
+      "content": [{ "type": "text", "text": "Priority" }]
+    },
+    {
+      "type": "bulletList",
+      "content": [
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Low: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "Finding has minimal impact and can be addressed in the normal course of operations." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Medium: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "Finding has moderate impact and should be addressed in a timely manner." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "High: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "Finding has significant impact and requires urgent attention." }] }] }
+      ]
+    },
+    {
+      "type": "heading",
+      "attrs": { "level": 3 },
+      "content": [{ "type": "text", "text": "Owner" }]
+    },
+    {
+      "type": "paragraph",
+      "content": [{ "type": "text", "text": "The individual responsible for addressing the finding, including implementing corrective actions and tracking remediation progress." }]
+    }
+  ]
+}

pkg/probo/templates/obligation_list.json.tmpl

@@ -0,0 +1,93 @@
+{
+  "type": "doc",
+  "content": [
+    {
+      "type": "heading",
+      "attrs": { "level": 1 },
+      "content": [{ "type": "text", "text": "1. Purpose" }]
+    },
+    {
+      "type": "paragraph",
+      "content": [{ "type": "text", "text": "This document provides a comprehensive list of obligations managed by the organization. It serves as a record of all legal and contractual obligations, their compliance status, ownership, and regulatory details." }]
+    },
+    { "type": "horizontalRule" },
+    {
+      "type": "heading",
+      "attrs": { "level": 1 },
+      "content": [{ "type": "text", "text": "2. Obligation List" }]
+    },
+    {
+      "type": "table",
+      "content": [
+        {
+          "type": "tableRow",
+          "content": [
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Area", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Source", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [130] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Requirement", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [130] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Actions to be Implemented", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [70] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Type", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Status", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [70] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Regulator", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [90] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Owner", "marks": [{ "type": "bold" }] }] }] },
+            { "type": "tableHeader", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Due Date", "marks": [{ "type": "bold" }] }] }] }
+          ]
+        }{{range .Rows}},
+        {
+          "type": "tableRow",
+          "content": [
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Area}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Source}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [130] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Requirement}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [130] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .ActionsToBeImplemented}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [70] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Type}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Status}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [70] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Regulator}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [90] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .Owner}} }] }] },
+            { "type": "tableCell", "attrs": { "colspan": 1, "rowspan": 1, "colwidth": [80] }, "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": {{json .DueDate}} }] }] }
+          ]
+        }{{end}}
+      ]
+    },
+    { "type": "horizontalRule" },
+    {
+      "type": "heading",
+      "attrs": { "level": 1 },
+      "content": [{ "type": "text", "text": "3. Definitions" }]
+    },
+    {
+      "type": "heading",
+      "attrs": { "level": 3 },
+      "content": [{ "type": "text", "text": "Type" }]
+    },
+    {
+      "type": "bulletList",
+      "content": [
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Legal: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "Obligations arising from laws, regulations, and statutory requirements applicable to the organization." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Contractual: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "Obligations arising from contracts, agreements, and other binding commitments with third parties." }] }] }
+      ]
+    },
+    {
+      "type": "heading",
+      "attrs": { "level": 3 },
+      "content": [{ "type": "text", "text": "Status" }]
+    },
+    {
+      "type": "bulletList",
+      "content": [
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Non Compliant: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "The organization does not meet the obligation requirements." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Partially Compliant: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "The organization partially meets the obligation requirements but gaps remain." }] }] },
+        { "type": "listItem", "content": [{ "type": "paragraph", "content": [{ "type": "text", "text": "Compliant: ", "marks": [{ "type": "bold" }] }, { "type": "text", "text": "The organization fully meets the obligation requirements." }] }] }
+      ]
+    },
+    {
+      "type": "heading",
+      "attrs": { "level": 3 },
+      "content": [{ "type": "text", "text": "Owner" }]
+    },
+    {
+      "type": "paragraph",
+      "content": [{ "type": "text", "text": "The individual responsible for ensuring the obligation is met, including monitoring compliance and coordinating necessary actions." }]
+    }
+  ]
+}

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

@@ -181,10 +181,7 @@ func (r *auditResolver) Findings(ctx context.Context, obj *types.Audit, first *i
 		ownerID = filter.OwnerID
 	}
 
-	findingFilter := coredata.NewFindingFilter(nil, kind, status, priority, ownerID)
-	if filter != nil {
-		findingFilter = coredata.NewFindingFilter(&filter.SnapshotID, kind, status, priority, ownerID)
-	}
+	findingFilter := coredata.NewFindingFilter(kind, status, priority, ownerID)
 
 	p, err := prb.Findings.ListForAuditID(ctx, obj.ID, cursor, findingFilter)
 	if err != nil {
@@ -363,10 +360,7 @@ func (r *findingConnectionResolver) TotalCount(ctx context.Context, obj *types.F
 		ownerID = obj.Filter.OwnerID
 	}
 
-	findingFilter := coredata.NewFindingFilter(nil, kind, status, priority, ownerID)
-	if obj.Filter != nil {
-		findingFilter = coredata.NewFindingFilter(&obj.Filter.SnapshotID, kind, status, priority, ownerID)
-	}
+	findingFilter := coredata.NewFindingFilter(kind, status, priority, ownerID)
 
 	switch obj.Resolver.(type) {
 	case *organizationResolver:
@@ -677,6 +671,29 @@ func (r *mutationResolver) DeleteFindingAuditMapping(ctx context.Context, input
 	}, nil
 }
 
+// PublishFindingList is the resolver for the publishFindingList field.
+func (r *mutationResolver) PublishFindingList(ctx context.Context, input types.PublishFindingListInput) (*types.PublishFindingListPayload, error) {
+	if err := r.authorize(ctx, input.OrganizationID, probo.ActionFindingPublish); err != nil {
+		return nil, err
+	}
+
+	prb := r.ProboService(ctx, input.OrganizationID.TenantID())
+
+	document, documentVersion, err := prb.GeneratedDocuments.PublishFindingList(ctx, input.OrganizationID, input.ApproverIds)
+	if err != nil {
+		if errors.Is(err, coredata.ErrResourceAlreadyExists) {
+			return nil, gqlutils.Conflict(ctx, err)
+		}
+		r.logger.ErrorCtx(ctx, "cannot publish finding list", log.Error(err))
+		return nil, gqlutils.Internal(ctx)
+	}
+
+	return &types.PublishFindingListPayload{
+		DocumentEdge:        types.NewDocumentEdge(document, coredata.DocumentOrderFieldCreatedAt),
+		DocumentVersionEdge: types.NewDocumentVersionEdge(documentVersion, coredata.DocumentVersionOrderFieldCreatedAt),
+	}, nil
+}
+
 // DownloadURL is the resolver for the downloadUrl field.
 func (r *reportResolver) DownloadURL(ctx context.Context, obj *types.Report) (*string, error) {
 	if err := r.authorize(ctx, obj.ID, probo.ActionReportDownloadUrlGet); err != nil {

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

@@ -13,7 +13,6 @@ import (
 	"github.com/vikstrous/dataloadgen"
 	"go.gearno.de/kit/log"
 	"go.probo.inc/probo/pkg/coredata"
-	"go.probo.inc/probo/pkg/gid"
 	"go.probo.inc/probo/pkg/page"
 	"go.probo.inc/probo/pkg/probo"
 	"go.probo.inc/probo/pkg/server/api/console/v1/dataloader"
@@ -272,7 +271,7 @@ func (r *controlResolver) Audits(ctx context.Context, obj *types.Control, first
 }
 
 // Obligations is the resolver for the obligations field.
-func (r *controlResolver) Obligations(ctx context.Context, obj *types.Control, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.ObligationOrderBy, filter *types.ObligationFilter) (*types.ObligationConnection, error) {
+func (r *controlResolver) Obligations(ctx context.Context, obj *types.Control, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.ObligationOrderBy) (*types.ObligationConnection, error) {
 	if err := r.authorize(ctx, obj.ID, probo.ActionObligationList); err != nil {
 		return nil, err
 	}
@@ -292,18 +291,13 @@ func (r *controlResolver) Obligations(ctx context.Context, obj *types.Control, f
 
 	cursor := types.NewCursor(first, after, last, before, pageOrderBy)
 
-	var snapshotID **gid.GID
-	if filter != nil {
-		snapshotID = &filter.SnapshotID
-	}
-	obligationFilter := coredata.NewObligationFilter(snapshotID)
-	page, err := prb.Obligations.ListForControlID(ctx, obj.ID, cursor, obligationFilter)
+	page, err := prb.Obligations.ListForControlID(ctx, obj.ID, cursor)
 	if err != nil {
 		r.logger.ErrorCtx(ctx, "cannot list control obligations", log.Error(err))
 		return nil, gqlutils.Internal(ctx)
 	}
 
-	return types.NewObligationConnection(page, r, obj.ID, filter), nil
+	return types.NewObligationConnection(page, r, obj.ID), nil
 }
 
 // Snapshots is the resolver for the snapshots field.

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

@@ -138,7 +138,6 @@ input FindingOrder {
 }
 
 input FindingFilter {
-    snapshotId: ID
     kind: FindingKind
     status: FindingStatus
     priority: FindingPriority
@@ -171,7 +170,7 @@ type Audit implements Node {
         last: Int
         before: CursorKey
         orderBy: FindingOrder
-        filter: FindingFilter = { snapshotId: null }
+        filter: FindingFilter
     ): FindingConnection @goField(forceResolver: true)
 
     trustCenterVisibility: TrustCenterVisibility!
@@ -183,7 +182,6 @@ type Audit implements Node {
 
 type Finding implements Node {
     id: ID!
-    snapshotId: ID
     organization: Organization @goField(forceResolver: true)
     kind: FindingKind!
     referenceId: String!
@@ -270,6 +268,19 @@ extend type Mutation {
     deleteFindingAuditMapping(
         input: DeleteFindingAuditMappingInput!
     ): DeleteFindingAuditMappingPayload
+    publishFindingList(
+        input: PublishFindingListInput!
+    ): PublishFindingListPayload!
+}
+
+input PublishFindingListInput {
+    organizationId: ID!
+    approverIds: [ID!]
+}
+
+type PublishFindingListPayload {
+    documentEdge: DocumentEdge!
+    documentVersionEdge: DocumentVersionEdge!
 }
 
 input CreateAuditInput {

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

@@ -139,7 +139,6 @@ type Control implements Node {
         last: Int
         before: CursorKey
         orderBy: ObligationOrder
-        filter: ObligationFilter
     ): ObligationConnection! @goField(forceResolver: true)
 
     snapshots(

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

@@ -51,14 +51,8 @@ input ObligationOrder
     field: ObligationOrderField!
 }
 
-input ObligationFilter {
-    snapshotId: ID
-}
-
 type Obligation implements Node {
     id: ID!
-    snapshotId: ID
-    sourceId: ID
     organization: Organization! @goField(forceResolver: true)
     area: String
     source: String
@@ -94,6 +88,19 @@ extend type Mutation {
     createObligation(input: CreateObligationInput!): CreateObligationPayload!
     updateObligation(input: UpdateObligationInput!): UpdateObligationPayload!
     deleteObligation(input: DeleteObligationInput!): DeleteObligationPayload!
+    publishObligationList(
+        input: PublishObligationListInput!
+    ): PublishObligationListPayload!
+}
+
+input PublishObligationListInput {
+    organizationId: ID!
+    approverIds: [ID!]
+}
+
+type PublishObligationListPayload {
+    documentEdge: DocumentEdge!
+    documentVersionEdge: DocumentVersionEdge!
 }
 
 input CreateObligationInput {

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

@@ -150,13 +150,15 @@ type Organization implements Node {
         orderBy: AuditOrder
     ): AuditConnection! @goField(forceResolver: true)
 
+    findingsDocument: Document @goField(forceResolver: true)
+
     findings(
         first: Int
         after: CursorKey
         last: Int
         before: CursorKey
         orderBy: FindingOrder
-        filter: FindingFilter = { snapshotId: null }
+        filter: FindingFilter
     ): FindingConnection @goField(forceResolver: true)
 
     auditLogEntries(
@@ -247,13 +249,14 @@ type Organization implements Node {
         filter: MeasureFilter
     ): MeasureConnection! @goField(forceResolver: true)
 
+    obligationsDocument: Document @goField(forceResolver: true)
+
     obligations(
         first: Int
         after: CursorKey
         last: Int
         before: CursorKey
         orderBy: ObligationOrder
-        filter: ObligationFilter = { snapshotId: null }
     ): ObligationConnection! @goField(forceResolver: true)
 
     processingActivities(

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

@@ -107,7 +107,6 @@ type Risk implements Node {
         last: Int
         before: CursorKey
         orderBy: ObligationOrder
-        filter: ObligationFilter
     ): ObligationConnection! @goField(forceResolver: true)
 
     createdAt: Datetime!

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

@@ -3,14 +3,6 @@ enum SnapshotsType
     RISKS @goEnum(value: "go.probo.inc/probo/pkg/coredata.SnapshotsTypeRisks")
     VENDORS
         @goEnum(value: "go.probo.inc/probo/pkg/coredata.SnapshotsTypeVendors")
-    FINDINGS
-        @goEnum(
-            value: "go.probo.inc/probo/pkg/coredata.SnapshotsTypeFindings"
-        )
-    OBLIGATIONS
-        @goEnum(
-            value: "go.probo.inc/probo/pkg/coredata.SnapshotsTypeObligations"
-        )
     PROCESSING_ACTIVITIES
         @goEnum(
             value: "go.probo.inc/probo/pkg/coredata.SnapshotsTypeProcessingActivities"

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

@@ -112,6 +112,29 @@ func (r *mutationResolver) DeleteObligation(ctx context.Context, input types.Del
 	}, nil
 }
 
+// PublishObligationList is the resolver for the publishObligationList field.
+func (r *mutationResolver) PublishObligationList(ctx context.Context, input types.PublishObligationListInput) (*types.PublishObligationListPayload, error) {
+	if err := r.authorize(ctx, input.OrganizationID, probo.ActionObligationPublish); err != nil {
+		return nil, err
+	}
+
+	prb := r.ProboService(ctx, input.OrganizationID.TenantID())
+
+	document, documentVersion, err := prb.GeneratedDocuments.PublishObligationList(ctx, input.OrganizationID, input.ApproverIds)
+	if err != nil {
+		if errors.Is(err, coredata.ErrResourceAlreadyExists) {
+			return nil, gqlutils.Conflict(ctx, err)
+		}
+		r.logger.ErrorCtx(ctx, "cannot publish obligation list", log.Error(err))
+		return nil, gqlutils.Internal(ctx)
+	}
+
+	return &types.PublishObligationListPayload{
+		DocumentEdge:        types.NewDocumentEdge(document, coredata.DocumentOrderFieldCreatedAt),
+		DocumentVersionEdge: types.NewDocumentVersionEdge(documentVersion, coredata.DocumentVersionOrderFieldCreatedAt),
+	}, nil
+}
+
 // Organization is the resolver for the organization field.
 func (r *obligationResolver) Organization(ctx context.Context, obj *types.Obligation) (*types.Organization, error) {
 	if err := r.authorize(ctx, obj.ID, probo.ActionOrganizationGet); err != nil {
@@ -169,24 +192,14 @@ func (r *obligationConnectionResolver) TotalCount(ctx context.Context, obj *type
 
 	switch obj.Resolver.(type) {
 	case *organizationResolver:
-		obligationFilter := coredata.NewObligationFilter(nil)
-		if obj.Filter != nil {
-			obligationFilter = coredata.NewObligationFilter(&obj.Filter.SnapshotID)
-		}
-
-		count, err := prb.Obligations.CountForOrganizationID(ctx, obj.ParentID, obligationFilter)
+		count, err := prb.Obligations.CountForOrganizationID(ctx, obj.ParentID)
 		if err != nil {
 			r.logger.ErrorCtx(ctx, "cannot count obligations", log.Error(err))
 			return 0, gqlutils.Internal(ctx)
 		}
 		return count, nil
 	case *riskResolver:
-		obligationFilter := coredata.NewObligationFilter(nil)
-		if obj.Filter != nil {
-			obligationFilter = coredata.NewObligationFilter(&obj.Filter.SnapshotID)
-		}
-
-		count, err := prb.Obligations.CountForRiskID(ctx, obj.ParentID, obligationFilter)
+		count, err := prb.Obligations.CountForRiskID(ctx, obj.ParentID)
 		if err != nil {
 			r.logger.ErrorCtx(ctx, "cannot count risk obligations", log.Error(err))
 			return 0, gqlutils.Internal(ctx)

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

@@ -362,6 +362,30 @@ func (r *organizationResolver) Audits(ctx context.Context, obj *types.Organizati
 	return types.NewAuditConnection(page, r, obj.ID), nil
 }
 
+// FindingsDocument is the resolver for the findingsDocument field.
+func (r *organizationResolver) FindingsDocument(ctx context.Context, obj *types.Organization) (*types.Document, error) {
+	if err := r.authorize(ctx, obj.ID, probo.ActionDocumentGet); err != nil {
+		return nil, err
+	}
+
+	prb := r.ProboService(ctx, obj.ID.TenantID())
+
+	findingDocumentID, err := prb.GeneratedDocuments.GetFindingsDocumentID(ctx, obj.ID)
+	if err != nil {
+		return nil, fmt.Errorf("cannot get finding list document ID: %w", err)
+	}
+	if findingDocumentID == nil {
+		return nil, nil
+	}
+
+	doc, err := prb.Documents.Get(ctx, *findingDocumentID)
+	if err != nil {
+		return nil, fmt.Errorf("cannot get finding list document: %w", err)
+	}
+
+	return types.NewDocument(doc), nil
+}
+
 // Findings is the resolver for the findings field.
 func (r *organizationResolver) Findings(ctx context.Context, obj *types.Organization, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.FindingOrder, filter *types.FindingFilter) (*types.FindingConnection, error) {
 	if err := r.authorize(ctx, obj.ID, probo.ActionFindingList); err != nil {
@@ -397,10 +421,7 @@ func (r *organizationResolver) Findings(ctx context.Context, obj *types.Organiza
 		ownerID = filter.OwnerID
 	}
 
-	findingFilter := coredata.NewFindingFilter(nil, kind, status, priority, ownerID)
-	if filter != nil {
-		findingFilter = coredata.NewFindingFilter(&filter.SnapshotID, kind, status, priority, ownerID)
-	}
+	findingFilter := coredata.NewFindingFilter(kind, status, priority, ownerID)
 
 	page, err := prb.Findings.ListForOrganizationID(ctx, obj.ID, cursor, findingFilter)
 	if err != nil {
@@ -791,8 +812,32 @@ func (r *organizationResolver) Measures(ctx context.Context, obj *types.Organiza
 	return types.NewMeasureConnection(page, r, obj.ID, measureFilter), nil
 }
 
+// ObligationsDocument is the resolver for the obligationsDocument field.
+func (r *organizationResolver) ObligationsDocument(ctx context.Context, obj *types.Organization) (*types.Document, error) {
+	if err := r.authorize(ctx, obj.ID, probo.ActionDocumentGet); err != nil {
+		return nil, err
+	}
+
+	prb := r.ProboService(ctx, obj.ID.TenantID())
+
+	obligationDocumentID, err := prb.GeneratedDocuments.GetObligationsDocumentID(ctx, obj.ID)
+	if err != nil {
+		return nil, fmt.Errorf("cannot get obligation list document ID: %w", err)
+	}
+	if obligationDocumentID == nil {
+		return nil, nil
+	}
+
+	doc, err := prb.Documents.Get(ctx, *obligationDocumentID)
+	if err != nil {
+		return nil, fmt.Errorf("cannot get obligation list document: %w", err)
+	}
+
+	return types.NewDocument(doc), nil
+}
+
 // Obligations is the resolver for the obligations field.
-func (r *organizationResolver) Obligations(ctx context.Context, obj *types.Organization, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.ObligationOrderBy, filter *types.ObligationFilter) (*types.ObligationConnection, error) {
+func (r *organizationResolver) Obligations(ctx context.Context, obj *types.Organization, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.ObligationOrderBy) (*types.ObligationConnection, error) {
 	if err := r.authorize(ctx, obj.ID, probo.ActionObligationList); err != nil {
 		return nil, err
 	}
@@ -813,18 +858,13 @@ func (r *organizationResolver) Obligations(ctx context.Context, obj *types.Organ
 
 	cursor := types.NewCursor(first, after, last, before, pageOrderBy)
 
-	obligationFilter := coredata.NewObligationFilter(nil)
-	if filter != nil {
-		obligationFilter = coredata.NewObligationFilter(&filter.SnapshotID)
-	}
-
-	page, err := prb.Obligations.ListForOrganizationID(ctx, obj.ID, cursor, obligationFilter)
+	page, err := prb.Obligations.ListForOrganizationID(ctx, obj.ID, cursor)
 	if err != nil {
 		r.logger.ErrorCtx(ctx, "cannot list organization obligations", log.Error(err))
 		return nil, gqlutils.Internal(ctx)
 	}
 
-	return types.NewObligationConnection(page, r, obj.ID, filter), nil
+	return types.NewObligationConnection(page, r, obj.ID), nil
 }
 
 // ProcessingActivities is the resolver for the processingActivities field.

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

@@ -393,7 +393,7 @@ func (r *riskResolver) Controls(ctx context.Context, obj *types.Risk, first *int
 }
 
 // Obligations is the resolver for the obligations field.
-func (r *riskResolver) Obligations(ctx context.Context, obj *types.Risk, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.ObligationOrderBy, filter *types.ObligationFilter) (*types.ObligationConnection, error) {
+func (r *riskResolver) Obligations(ctx context.Context, obj *types.Risk, first *int, after *page.CursorKey, last *int, before *page.CursorKey, orderBy *types.ObligationOrderBy) (*types.ObligationConnection, error) {
 	if err := r.authorize(ctx, obj.ID, probo.ActionObligationList); err != nil {
 		return nil, err
 	}
@@ -413,18 +413,13 @@ func (r *riskResolver) Obligations(ctx context.Context, obj *types.Risk, first *
 
 	cursor := types.NewCursor(first, after, last, before, pageOrderBy)
 
-	var obligationFilter = coredata.NewObligationFilter(nil)
-	if filter != nil {
-		obligationFilter = coredata.NewObligationFilter(&filter.SnapshotID)
-	}
-
-	page, err := prb.Obligations.ListForRiskID(ctx, obj.ID, cursor, obligationFilter)
+	page, err := prb.Obligations.ListForRiskID(ctx, obj.ID, cursor)
 	if err != nil {
 		r.logger.ErrorCtx(ctx, "cannot list risk obligations", log.Error(err))
 		return nil, gqlutils.Internal(ctx)
 	}
 
-	return types.NewObligationConnection(page, r, obj.ID, filter), nil
+	return types.NewObligationConnection(page, r, obj.ID), nil
 }
 
 // Permission is the resolver for the permission field.

pkg/server/api/console/v1/types/finding.go

@@ -67,8 +67,7 @@ func NewFindingEdge(f *coredata.Finding, orderField coredata.FindingOrderField)
 
 func NewFinding(f *coredata.Finding) *Finding {
 	finding := &Finding{
-		ID:         f.ID,
-		SnapshotID: f.SnapshotID,
+		ID: f.ID,
 		Organization: &Organization{
 			ID: f.OrganizationID,
 		},

pkg/server/api/console/v1/types/obligation.go

@@ -30,7 +30,6 @@ type (
 
 		Resolver any
 		ParentID gid.GID
-		Filter   *ObligationFilter
 	}
 )
 
@@ -38,7 +37,6 @@ func NewObligationConnection(
 	p *page.Page[*coredata.Obligation, coredata.ObligationOrderField],
 	parentType any,
 	parentID gid.GID,
-	filter *ObligationFilter,
 ) *ObligationConnection {
 	edges := make([]*ObligationEdge, len(p.Data))
 	for i, obligation := range p.Data {
@@ -51,15 +49,12 @@ func NewObligationConnection(
 
 		Resolver: parentType,
 		ParentID: parentID,
-		Filter:   filter,
 	}
 }
 
 func NewObligation(cr *coredata.Obligation) *Obligation {
 	return &Obligation{
-		ID:         cr.ID,
-		SnapshotID: cr.SnapshotID,
-		SourceID:   cr.SourceID,
+		ID: cr.ID,
 		Organization: &Organization{
 			ID: cr.OrganizationID,
 		},

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

@@ -741,11 +741,9 @@ func (r *Resolver) ListFindingsTool(ctx context.Context, req *mcp.CallToolReques
 
 	cursor := types.NewCursor(input.Size, input.Cursor, pageOrderBy)
 
-	noSnapshot := (*gid.GID)(nil)
-	findingFilter := coredata.NewFindingFilter(&noSnapshot, nil, nil, nil, nil)
+	findingFilter := coredata.NewFindingFilter(nil, nil, nil, nil)
 	if input.Filter != nil {
 		findingFilter = coredata.NewFindingFilter(
-			&input.Filter.SnapshotID,
 			input.Filter.Kind,
 			input.Filter.Status,
 			input.Filter.Priority,
@@ -857,13 +855,7 @@ func (r *Resolver) ListObligationsTool(ctx context.Context, req *mcp.CallToolReq
 
 	cursor := types.NewCursor(input.Size, input.Cursor, pageOrderBy)
 
-	noSnapshot := (*gid.GID)(nil)
-	obligationFilter := coredata.NewObligationFilter(&noSnapshot)
-	if input.Filter != nil {
-		obligationFilter = coredata.NewObligationFilter(&input.Filter.SnapshotID)
-	}
-
-	page, err := prb.Obligations.ListForOrganizationID(ctx, input.OrganizationID, cursor, obligationFilter)
+	page, err := prb.Obligations.ListForOrganizationID(ctx, input.OrganizationID, cursor)
 	if err != nil {
 		panic(fmt.Errorf("cannot list organization obligations: %w", err))
 	}
@@ -1610,7 +1602,7 @@ func (r *Resolver) ListControlObligationsTool(ctx context.Context, req *mcp.Call
 
 	cursor := types.NewCursor(input.Size, input.Cursor, pageOrderBy)
 
-	obligationPage, err := prb.Obligations.ListForControlID(ctx, input.ControlID, cursor, coredata.NewObligationFilter(nil))
+	obligationPage, err := prb.Obligations.ListForControlID(ctx, input.ControlID, cursor)
 	if err != nil {
 		return nil, types.ListControlObligationsOutput{}, fmt.Errorf("failed to list control obligations: %w", err)
 	}
@@ -1740,7 +1732,7 @@ func (r *Resolver) ListRiskObligationsTool(ctx context.Context, req *mcp.CallToo
 
 	cursor := types.NewCursor(input.Size, input.Cursor, pageOrderBy)
 
-	obligationPage, err := prb.Obligations.ListForRiskID(ctx, input.RiskID, cursor, coredata.NewObligationFilter(nil))
+	obligationPage, err := prb.Obligations.ListForRiskID(ctx, input.RiskID, cursor)
 	if err != nil {
 		return nil, types.ListRiskObligationsOutput{}, fmt.Errorf("failed to list risk obligations: %w", err)
 	}
@@ -4786,3 +4778,35 @@ func (r *Resolver) AssessVendorTool(ctx context.Context, req *mcp.CallToolReques
 
 	return nil, types.NewAssessVendorOutput(result), nil
 }
+
+func (r *Resolver) PublishFindingListTool(ctx context.Context, req *mcp.CallToolRequest, input *types.PublishFindingListInput) (*mcp.CallToolResult, types.PublishFindingListOutput, error) {
+	r.MustAuthorize(ctx, input.OrganizationID, probo.ActionFindingPublish)
+
+	svc := r.ProboService(ctx, input.OrganizationID)
+
+	document, documentVersion, err := svc.GeneratedDocuments.PublishFindingList(ctx, input.OrganizationID, input.ApproverIds)
+	if err != nil {
+		return nil, types.PublishFindingListOutput{}, fmt.Errorf("cannot publish finding list: %w", err)
+	}
+
+	return nil, types.PublishFindingListOutput{
+		DocumentID:        document.ID,
+		DocumentVersionID: documentVersion.ID,
+	}, nil
+}
+
+func (r *Resolver) PublishObligationListTool(ctx context.Context, req *mcp.CallToolRequest, input *types.PublishObligationListInput) (*mcp.CallToolResult, types.PublishObligationListOutput, error) {
+	r.MustAuthorize(ctx, input.OrganizationID, probo.ActionObligationPublish)
+
+	svc := r.ProboService(ctx, input.OrganizationID)
+
+	document, documentVersion, err := svc.GeneratedDocuments.PublishObligationList(ctx, input.OrganizationID, input.ApproverIds)
+	if err != nil {
+		return nil, types.PublishObligationListOutput{}, fmt.Errorf("cannot publish obligation list: %w", err)
+	}
+
+	return nil, types.PublishObligationListOutput{
+		DocumentID:        document.ID,
+		DocumentVersionID: documentVersion.ID,
+	}, nil
+}

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

@@ -2827,18 +2827,6 @@ components:
         organization_id:
           $ref: "#/components/schemas/GID"
           description: Organization ID
-        snapshot_id:
-          anyOf:
-            - $ref: "#/components/schemas/GID"
-              description: Snapshot ID
-            - type: "null"
-              description: No snapshot
-          description: Snapshot ID
-        source_id:
-          type:
-            - string
-            - "null"
-          description: Source ID
         kind:
           $ref: "#/components/schemas/FindingKind"
           description: Finding kind
@@ -2929,12 +2917,6 @@ components:
         filter:
           type: object
           properties:
-            snapshot_id:
-              anyOf:
-                - $ref: "#/components/schemas/GID"
-                - type: "null"
-              description: Filter by snapshot ID. Defaults to null, which returns only findings with no snapshot (current live data). Pass a specific snapshot ID to retrieve findings as they were at that snapshot.
-              default: null
             kind:
               anyOf:
                 - $ref: "#/components/schemas/FindingKind"
@@ -3279,18 +3261,6 @@ components:
         organization_id:
           $ref: "#/components/schemas/GID"
           description: Organization ID
-        snapshot_id:
-          anyOf:
-            - $ref: "#/components/schemas/GID"
-              description: Snapshot ID
-            - type: "null"
-              description: No snapshot
-          description: Snapshot ID
-        source_id:
-          type:
-            - string
-            - "null"
-          description: Source ID
         area:
           type:
             - string
@@ -3363,16 +3333,6 @@ components:
         cursor:
           $ref: "#/components/schemas/CursorKey"
           description: Page cursor
-        filter:
-          type: object
-          properties:
-            snapshot_id:
-              anyOf:
-                - $ref: "#/components/schemas/GID"
-                - type: "null"
-              description: Filter by snapshot ID. Defaults to null, which returns only obligations with no snapshot (current live data). Pass a specific snapshot ID to retrieve obligations as they were at that snapshot.
-              default: null
-
     ListObligationsOutput:
       type: object
       required:
@@ -7051,6 +7011,60 @@ components:
           $ref: "#/components/schemas/GID"
           description: Created document version ID
 
+    PublishFindingListInput:
+      type: object
+      required:
+        - organization_id
+      properties:
+        organization_id:
+          $ref: "#/components/schemas/GID"
+          description: Organization ID
+        approver_ids:
+          type: array
+          items:
+            $ref: "#/components/schemas/GID"
+          description: Optional approver profile IDs. If provided, creates a draft pending approval instead of publishing immediately.
+
+    PublishFindingListOutput:
+      type: object
+      required:
+        - document_id
+        - document_version_id
+      properties:
+        document_id:
+          $ref: "#/components/schemas/GID"
+          description: Created or updated document ID
+        document_version_id:
+          $ref: "#/components/schemas/GID"
+          description: Created document version ID
+
+    PublishObligationListInput:
+      type: object
+      required:
+        - organization_id
+      properties:
+        organization_id:
+          $ref: "#/components/schemas/GID"
+          description: Organization ID
+        approver_ids:
+          type: array
+          items:
+            $ref: "#/components/schemas/GID"
+          description: Optional approver profile IDs. If provided, creates a draft pending approval instead of publishing immediately.
+
+    PublishObligationListOutput:
+      type: object
+      required:
+        - document_id
+        - document_version_id
+      properties:
+        document_id:
+          $ref: "#/components/schemas/GID"
+          description: Created or updated document ID
+        document_version_id:
+          $ref: "#/components/schemas/GID"
+          description: Created document version ID
+
     PublishStatementOfApplicabilityInput:
       type: object
       required:
@@ -10288,6 +10302,22 @@ tools:
       $ref: "#/components/schemas/PublishAssetListInput"
     outputSchema:
       $ref: "#/components/schemas/PublishAssetListOutput"
+  - name: publishFindingList
+    description: Publish the finding register for an organization as a document. If a document already exists, a new version is created.
+    hints:
+      readonly: false
+    inputSchema:
+      $ref: "#/components/schemas/PublishFindingListInput"
+    outputSchema:
+      $ref: "#/components/schemas/PublishFindingListOutput"
+  - name: publishObligationList
+    description: Publish the obligation register for an organization as a document. If a document already exists, a new version is created.
+    hints:
+      readonly: false
+    inputSchema:
+      $ref: "#/components/schemas/PublishObligationListInput"
+    outputSchema:
+      $ref: "#/components/schemas/PublishObligationListOutput"
   - name: publishStatementOfApplicability
     description: Publish a statement of applicability as a document. If a document already exists, a new version is created.
     hints:

pkg/server/api/mcp/v1/types/finding.go

@@ -23,7 +23,6 @@ func NewFinding(f *coredata.Finding) *Finding {
 	finding := &Finding{
 		ID:                 f.ID,
 		OrganizationID:     f.OrganizationID,
-		SnapshotID:         f.SnapshotID,
 		Kind:               f.Kind,
 		ReferenceID:        f.ReferenceID,
 		Description:        f.Description,
@@ -41,11 +40,6 @@ func NewFinding(f *coredata.Finding) *Finding {
 		UpdatedAt:          f.UpdatedAt,
 	}
 
-	if f.SourceID != nil {
-		s := f.SourceID.String()
-		finding.SourceID = &s
-	}
-
 	return finding
 }
 

pkg/server/api/mcp/v1/types/obligation.go

@@ -23,7 +23,6 @@ func NewObligation(o *coredata.Obligation) *Obligation {
 	obligation := &Obligation{
 		ID:                     o.ID,
 		OrganizationID:         o.OrganizationID,
-		SnapshotID:             o.SnapshotID,
 		Area:                   o.Area,
 		Source:                 o.Source,
 		Requirement:            o.Requirement,
@@ -38,11 +37,6 @@ func NewObligation(o *coredata.Obligation) *Obligation {
 		UpdatedAt:              o.UpdatedAt,
 	}
 
-	if o.SourceID != nil {
-		s := o.SourceID.String()
-		obligation.SourceID = &s
-	}
-
 	return obligation
 }