SOA as document: replace export with publish workflow
Statements of Applicability are no longer exported as one-off PDFs. Instead, each SOA owns a persistent document that accumulates versions over time, following the same publish/approve lifecycle as authored documents. Publishing without approvers publishes immediately; publishing with approvers creates a draft pending approval via the existing quorum system. SOAs can also store default approvers that are pre-populated in the publish dialog. The SOA is removed from the snapshot system — applicability statements are now queried directly (snapshot_id IS NULL) rather than through snapshot copies. A standalone migration script (cmd/migrate-soa-snapshots-to-documents) converts existing SOA snapshots into documents with proper ProseMirror content, preserving version history and approval decisions. Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
This commit is contained in:
@@ -5144,6 +5144,7 @@ components:
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- RECORD
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- REPORT
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- TEMPLATE
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- STATEMENT_OF_APPLICABILITY
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go.probo.inc/mcpgen/type: go.probo.inc/probo/pkg/coredata.DocumentType
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DocumentClassification:
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@@ -5170,6 +5171,13 @@ components:
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- ARCHIVED
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go.probo.inc/mcpgen/type: go.probo.inc/probo/pkg/coredata.DocumentStatus
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DocumentWriteMode:
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type: string
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enum:
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- AUTHORED
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- GENERATED
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go.probo.inc/mcpgen/type: go.probo.inc/probo/pkg/coredata.DocumentWriteMode
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DocumentVersionSignatureState:
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type: string
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enum:
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@@ -5244,6 +5252,7 @@ components:
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- id
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- organization_id
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- trust_center_visibility
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- write_mode
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- status
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- created_at
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- updated_at
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@@ -5267,6 +5276,9 @@ components:
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trust_center_visibility:
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$ref: "#/components/schemas/TrustCenterVisibility"
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description: Trust center visibility
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write_mode:
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$ref: "#/components/schemas/DocumentWriteMode"
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description: Write mode (authored or generated)
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status:
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$ref: "#/components/schemas/DocumentStatus"
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description: Document status
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@@ -5419,6 +5431,11 @@ components:
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query:
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type: string
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description: Search query
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write_modes:
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type: array
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items:
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$ref: "#/components/schemas/DocumentWriteMode"
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description: Filter by write mode (AUTHORED or GENERATED)
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trust_center_visibilities:
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type: array
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items:
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@@ -6119,7 +6136,6 @@ components:
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- id
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- organization_id
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- name
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- owner_id
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- created_at
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- updated_at
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properties:
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@@ -6132,14 +6148,11 @@ components:
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name:
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type: string
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description: Statement of applicability name
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owner_id:
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$ref: "#/components/schemas/GID"
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description: Owner profile ID
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snapshot_id:
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document_id:
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anyOf:
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- $ref: "#/components/schemas/GID"
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- type: "null"
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description: Snapshot ID
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description: Associated document ID
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created_at:
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type: string
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format: date-time
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@@ -6211,7 +6224,6 @@ components:
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required:
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- organization_id
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- name
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- owner_id
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properties:
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organization_id:
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$ref: "#/components/schemas/GID"
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@@ -6219,9 +6231,6 @@ components:
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name:
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type: string
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description: Statement of applicability name
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owner_id:
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$ref: "#/components/schemas/GID"
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description: Owner profile ID
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AddStatementOfApplicabilityOutput:
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type: object
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@@ -6242,9 +6251,6 @@ components:
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name:
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type: string
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description: Statement of applicability name
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owner_id:
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$ref: "#/components/schemas/GID"
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description: Owner profile ID
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UpdateStatementOfApplicabilityOutput:
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type: object
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@@ -6272,7 +6278,8 @@ components:
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$ref: "#/components/schemas/GID"
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description: Deleted statement of applicability ID
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ExportStatementOfApplicabilityPDFInput:
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PublishStatementOfApplicabilityInput:
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type: object
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required:
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- id
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@@ -6280,19 +6287,24 @@ components:
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id:
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$ref: "#/components/schemas/GID"
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description: Statement of applicability ID
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approver_ids:
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type: array
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items:
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$ref: "#/components/schemas/GID"
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description: Optional approver profile IDs. If provided, creates a draft pending approval instead of publishing immediately.
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ExportStatementOfApplicabilityPDFOutput:
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PublishStatementOfApplicabilityOutput:
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type: object
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required:
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- pdf_base64
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- filename
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- document_id
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- document_version_id
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properties:
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pdf_base64:
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type: string
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description: Base64-encoded PDF content
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filename:
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type: string
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description: Suggested filename for the PDF
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document_id:
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$ref: "#/components/schemas/GID"
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description: Created or updated document ID
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document_version_id:
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$ref: "#/components/schemas/GID"
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description: Created document version ID
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ApplicabilityStatementOrderField:
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type: string
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@@ -8597,15 +8609,14 @@ tools:
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$ref: "#/components/schemas/DeleteStatementOfApplicabilityInput"
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outputSchema:
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$ref: "#/components/schemas/DeleteStatementOfApplicabilityOutput"
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- name: exportStatementOfApplicabilityPDF
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description: Export a statement of applicability as a PDF document
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- name: publishStatementOfApplicability
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description: Publish a statement of applicability as a document. If a document already exists, a new version is created.
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hints:
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readonly: true
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idempotent: true
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readonly: false
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inputSchema:
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$ref: "#/components/schemas/ExportStatementOfApplicabilityPDFInput"
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$ref: "#/components/schemas/PublishStatementOfApplicabilityInput"
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outputSchema:
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$ref: "#/components/schemas/ExportStatementOfApplicabilityPDFOutput"
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$ref: "#/components/schemas/PublishStatementOfApplicabilityOutput"
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- name: listApplicabilityStatements
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description: List all applicability statements for a statement of applicability
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hints:
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