Commit Graph

539 Commits

Author SHA1 Message Date
Sacha Al Himdani
1b811011eb Split employee document policy from core document actions
Introduce dedicated employee-scoped IAM actions and update all
resolvers and frontend mutations accordingly.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-04-01 15:00:54 +02:00
Sacha Al Himdani
2d11038232 Add document classification filter
Add classification as a filter-only field on documents, resolved from
the latest document version. Expose in GraphQL, MCP, and document list
UI with a selector alongside the document type filter.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-31 17:36:26 +02:00
Sacha Al Himdani
5d6d0bdd7f Move document classification from document to document version
Classification now lives exclusively on DocumentVersion. The field is
removed from the Document model, all SQL queries, GraphQL Document
type, SignableDocument type, UpdateDocumentInput, and MCP Document
schema.

New documents still accept classification in CreateDocumentInput,
applied to the first version. New drafts inherit classification from
the previous version. PDF generation uses the version classification.

The drawer allows editing classification on draft versions via the
updateDocumentVersion mutation. Classification is read-only on
published versions.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-31 14:11:57 +02:00
Sacha Al Himdani
851e585b9b Add ISC license headers to Go, TypeScript, and SQL files
Add ISC license headers to all .go, .ts, .tsx, and .sql files
using each file's git history to determine the correct copyright
year or year range. Trademarked icons (brand logos, vendor logos,
compliance framework logos) are excluded.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-31 13:31:30 +02:00
Sacha Al Himdani
68bc8cf59a Add major.minor document versioning
Introduce a two-part version scheme (major.minor) for documents.
Drafts start at 0.1 and increment minor on each new draft. Publishing
as minor keeps the current version, publishing as major bumps to the
next major.0. Both current_published_major and current_published_minor
are tracked on the document for exact version lookups.

Signatures and approval quorums aggregate across all versions sharing
the same major number using CTE joins. Approval page mutations spread
the decision fragment so Relay updates the version row state without
requiring a page refresh.

GraphQL, MCP, and service layer expose separate publishMajor and
publishMinor mutations instead of a single mutation with a type enum.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-30 18:54:28 +02:00
Sacha Al Himdani
999171a626 Add document approval workflow
Introduce a complete approval system for document publishing. Document
versions can now require approval from selected reviewers before being
published, with automatic publishing once all approvers have approved.

- Add approval quorum and decision tables with backfill migration
- Implement request approval, approve, and reject flows with electronic
  signature support for approve decisions
- Add employee approvals page with dedicated tab and pending approvals view
- Add changelog field to publish and request approval flows
- Pre-select previous version's approvers in the publish dialog
- Show quorum approvers in document list with 100 approver hard limit
- Expose approval workflow through GraphQL, MCP, and CLI
- Remove legacy default approvers feature entirely
- Add comprehensive e2e test coverage for approval workflows

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-27 19:43:20 +01:00
Sacha Al Himdani
257cbcf826 Add task priority field
Introduce a rank-style priority on tasks, scoped by
(organization_id, state). New tasks auto-assign the next
priority. Reordering uses the same CTE-based algorithm as
trust center references and compliance external URLs.
Exposed through GraphQL, MCP, and the PRIORITY order field.

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-27 15:47:12 +01:00
Bryan Frimin
095b36d6e4 Mark failed evidence descriptions instead of retrying
Previously the worker reset failed descriptions back to PENDING,
causing infinite retry loops for permanently broken evidence.
Add a FAILED status so these items stop cycling and can be
investigated.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-26 21:37:53 +01:00
Bryan Frimin
619ec7b882 Add AI-powered evidence description generation
Introduce a background worker that automatically generates
compliance-focused descriptions for uploaded evidence files
using configurable LLM providers. Descriptions are surfaced
across all interfaces: GraphQL API, MCP API, CLI, and the
console UI.

Key changes:
- Multi-provider LLM config with per-agent settings (pointer
  types for Temperature/MaxTokens to preserve zero values)
- Evidence description worker with bounded concurrency
- EvidenceDescriptionStatus typed enum with PostgreSQL enum type
- New `prb evidence` CLI commands (list, view, delete)
- Evidence description displayed in console table and preview
- Migration only marks evidences without files as completed

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-26 14:32:41 +01:00
Bryan Frimin
d1e4f31d07 Fix empty search_engine_indexing on trust centers
Trust centers were created without setting SearchEngineIndexing,
defaulting to an empty string in the database. This caused scan
errors when loading trust centers.

Add a migration to fix corrupted rows, set a DEFAULT on the
column, and add a CHECK constraint. Also set the field explicitly
when creating new trust centers.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-26 10:13:00 +01:00
Sacha Al Himdani
8c02c53315 Update copyright headers across all Go files
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-25 17:38:32 +01:00
Bryan Frimin
e74c0a11c6 Update copyright headers to 2025-2026 for modified files
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-25 15:19:47 +01:00
Bryan Frimin
d24712344e Add GraphQL dataloaders for batched record lookups
Introduce dataloadgen-based dataloaders to batch individual
record-by-ID fetches in GraphQL resolvers into single SQL
queries. Each entity type (organization, framework, control,
vendor, document, risk, measure, task, file, report, profile)
gets a LoadByIDs method in coredata and a GetByIDs service
method with variadic arguments and dedicated collection return
types. Resolvers now use dataloader.FromContext instead of
direct service calls for single-record lookups.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-25 15:19:46 +01:00
Bryan Frimin
359f85f5da Add SEO controls and sitemap for compliance pages
Add search engine indexing toggle, robots.txt, and sitemap.xml
generation for compliance pages. Replace checkboxes with toggle
components in the compliance page UI and add an "Open" button
in the page header to quickly access the live compliance page.
The search engine indexing toggle is disabled when the compliance
page is inactive.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-24 15:55:31 +01:00
Bryan Frimin
1d3cc1c65e Use single OIDC session auth method instead of per-provider values
The OIDC provider is already tracked in iam_oidc_states.provider, so
there is no need for provider-specific session auth methods (GOOGLE,
MICROSOFT). Replace them with a single OIDC auth method.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-23 14:17:44 +01:00
Bryan Frimin
83468db034 Refactor sign-in page and IAM service lifecycle
Redesign the sign-in page to show email/password form inline
with OIDC provider buttons (with vendor icons) instead of
separate pages. Extract OIDCProvider type to its own file.

Replace errgroup with sync.WaitGroup + WithCancelCause for
graceful shutdown in IAM services. Refactor garbage collectors
to use functional options and time.Ticker instead of
time.After to avoid repeated allocations.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-23 14:17:43 +01:00
Bryan Frimin
23084a72a2 Add OIDC login support for Google and Microsoft providers
Implements OpenID Connect authentication flow with PKCE, JWT verification, and enterprise-only account restrictions. Adds OIDC service with JWKS caching and state management, HTTP handlers for login/callback flows, GraphQL query for available providers, and sign-in UI integration.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-23 14:17:43 +01:00
Bryan Frimin
2f8edfb6be Add per-email sender name for compliance page emails
When an email has a sender name set (the organization name), the
mailer composes the From header as "OrgName via Probo" instead of
the default global sender name. This gives compliance page
recipients clearer context about which organization is contacting
them.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-22 10:56:51 +01:00
Bryan Frimin
7b320916af Add audit log feature for recording all actions
Adds audit logging that records all authorized actions performed by
users and API keys. The audit log is automatically populated whenever
the authorizer approves an action, and is queryable via GraphQL, MCP,
and CLI interfaces. Permission checks are excluded via a dry-run flag
to avoid phantom entries on page loads.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-21 19:16:19 +01:00
Bryan Frimin
a9ebeef0fa Transform meetings page into context page with tabs
Add structured organization context with 5 markdown sections (Product, Architecture, Team, Processes, Customers) editable inline. Meetings are now a tab within the context page. Moved all GraphQL queries from hooks/graph/MeetingGraph.ts into colocated components following new best practices. Updated database schema, backend services, GraphQL resolvers, and MCP API to support the new context fields and structure.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 19:02:50 +01:00
Sacha Al Himdani
8b66a61990 Run go fix and go fmt
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-19 16:37:51 +01:00
Sacha Al Himdani
1db8e7133e Add document archiving
Documents can be archived and unarchived. Archived documents are
read-only, excluded from the trust center, and moved to a dedicated
Archived tab in the document list.

- Add archived_at timestamp and status (ACTIVE/ARCHIVED) PG enum column
- Rename DocumentStatus → DocumentVersionStatus, introduce DocumentStatus
- Archive/unarchive mutations in GraphQL, MCP, and CLI
- Bulk archive/unarchive mutations with Active/Archived tabs in the list
- ABAC policies: write actions denied on archived docs, unarchive denied
  on active docs
- Remove control/risk mappings and reset trust center visibility on archive
- Exclude archived documents from mapping dialogs and trust center tab

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-19 14:15:54 +01:00
Bryan Frimin
2e12c11c0c Fix flaky finding e2e tests: move advisory lock outside CTE
The pg_advisory_xact_lock inside the WITH clause caused race conditions
in READ COMMITTED mode. When a transaction blocked on the lock and resumed
after acquiring it, it used a stale snapshot and computed the same reference
ID as the previous transaction, violating the unique constraint. Moving the
lock to a separate statement before the INSERT ensures the snapshot includes
all previously committed data.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 13:30:07 +01:00
Bryan Frimin
4f54241382 Add document types filtering and rename ISMS to GOVERNANCE
Adds 5 new document types (PLAN, REGISTER, RECORD, REPORT, TEMPLATE), renames ISMS to GOVERNANCE, and implements type-based filtering across GraphQL, MCP, and frontend. Includes migration, enum updates, filter implementation with SQL array support, and frontend dropdown UI with Relay refetch pattern.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 12:31:39 +01:00
Bryan Frimin
2b08dea600 Fix measure count queries missing category column
CountByRiskID and CountByControlID CTEs did not include m.category in their SELECT
lists, causing "column category does not exist" errors when MeasureFilter applied
category constraints. Added m.category to both CTEs.

Also add comprehensive e2e tests for measure filtering by category at organization,
risk, and control levels.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 12:25:34 +01:00
Bryan Frimin
d6b9280038 Fix owner deletion by qualifying ambiguous tenant_id column
The CountActiveOwnerByOrganizationID query joins iam_membership_profiles with
iam_memberships, but used an unqualified tenant_id = @tenant_id in the WHERE
clause. Since both tables have a tenant_id column, PostgreSQL raised an
"ambiguous column" error when deleting an owner. Fixed by prefixing with the
table alias (p.tenant_id) to match the pattern used in CountByOrganizationID.

Added TestUser_RemoveOwner e2e test to verify one owner can remove another.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 12:14:19 +01:00
Bryan Frimin
d7c120c144 Rename NONCONFORMITY to MINOR_NONCONFORMITY and add MAJOR_NONCONFORMITY
Support distinguishing between minor and major non-conformities in findings. Rename the existing NONCONFORMITY enum value to MINOR_NONCONFORMITY and add a new MAJOR_NONCONFORMITY value across all API layers (GraphQL, MCP, CLI) and the database.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 10:02:28 +01:00
Bryan Frimin
82f241628c Refactor MeasuresPage to use Relay fragments
Replace the client-side grouped-by-category view (fetching 500 items)
with a flat table using server-side filtering and cursor-based
pagination. Colocate GraphQL queries, fragments, and mutations in the
component file per console CLAUDE.md conventions.

Backend changes add a category filter to the measure list endpoints
(GraphQL, MCP) and a new measureCategories field on Organization.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-19 09:54:33 +01:00
Bryan Frimin
a5743729f7 Add file visibility (PRIVATE/PUBLIC) + public files API
Adds a visibility enum to files with PRIVATE (default) and PUBLIC states.
PUBLIC files are accessible via an unauthenticated /api/files/v1/{fileID}
endpoint that redirects to a presigned S3 URL. Introduces pkg/file service
to manage file operations. Logo uploads (trust centers, organizations,
frameworks, references) are marked PUBLIC; other files are PRIVATE.
Includes database migration and backfill for existing logos.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-18 19:19:04 +01:00
Bryan Frimin
bf276cd3db Add finding coredata types and queries
Introduce the Finding, FindingAudit, FindingKind, FindingStatus,
FindingPriority, FindingFilter, and FindingOrderField types in the
coredata layer. Add CRUD operations, list with filtering/pagination,
and audit association queries.

Remove the now-replaced nonconformity and continual_improvement
coredata types. Update entity type registry and snapshot types
to reference the new findings type.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-17 15:05:31 +01:00
Bryan Frimin
736436e997 Add database migration to merge findings
Merge nonconformities and continual_improvements tables into a
unified findings table with kind (NONCONFORMITY, OBSERVATION,
EXCEPTION), status, and priority enums. Create findings_audits
junction table for the many-to-many audit relationship.

The migration generates new FND-XXX reference IDs per organization,
migrates both live and snapshot records preserving source_id links,
and carries over audit associations to the junction table.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-17 15:05:30 +01:00
Sacha Al Himdani
cf1dadc0b5 Add implemented state and justification to controls
Introduce `implemented` enum (IMPLEMENTED/NOT_IMPLEMENTED) and
`not_implemented_justification` (nullable text) fields on the Control
entity across all API surfaces (GraphQL, MCP, CLI), database, frontend,
and SOA export.

The database stores implementation state as a PostgreSQL enum
`control_implementation_state`. Controls default to IMPLEMENTED during
migration. The SOA list and PDF export show implementation status
alongside applicability, with "-" for non-applicable controls.
Justification columns are renamed for clarity: "Justification for
non-applicability" and "Justification for non-implementation".

Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-17 11:01:04 +01:00
Bryan Frimin
6a77d42dd6 Style
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-16 00:28:47 +01:00
Bryan Frimin
7a4101185b Add per-folder CLAUDE.md for key packages
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-15 15:04:27 +01:00
Bryan Frimin
76f781ead1 Clear conflicting external_id when enrolling manual profile into SCIM
When a SCIM provider sends CreateUser for a user whose email matches an
existing manual profile, but another profile already holds that
external_id (e.g. created by a prior CreateUser with a different email),
clear the conflicting external_id before enrolling the manual profile.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-14 12:40:26 +01:00
Bryan Frimin
2f76eaf4ae Clear external_id and user_name when resetting SCIM sources
When a SCIM configuration is deleted, ResetSCIMSources now clears
external_id and user_name so stale values don't cause unique constraint
violations when SCIM is reconfigured.

Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-14 12:40:26 +01:00
Bryan Frimin
a3af41e6a1 Use errors.AsType in MembershipProfile.Insert
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-14 12:40:25 +01:00
Bryan Frimin
ef76a8d2e1 Remove deadcode
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-13 17:18:02 +01:00
Sacha Al Himdani
d5c62a9383 Run go fmt/fix
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-13 14:48:13 +01:00
Sacha Al Himdani
85ec106cd6 Send mailing list emails
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-11 15:34:37 +01:00
Sacha Al Himdani
aa01c40184 Remove with tenant from mailman
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-11 15:34:36 +01:00
Sacha Al Himdani
4d2cb793b6 Add compliance page mailing list base
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
2026-03-11 15:34:36 +01:00
Émile Ré
15bcfeb4bf Remove unused iam policy
Signed-off-by: Émile Ré <emile@getprobo.com>
2026-03-11 17:40:46 +04:00
Émile Ré
68faaf9d53 Remove unused columns
Signed-off-by: Émile Ré <emile@getprobo.com>
2026-03-11 17:22:11 +04:00
Émile Ré
87fcf96ff1 Remove FKs referencing peoples and table
Signed-off-by: Émile Ré <emile@getprobo.com>
2026-03-11 16:53:46 +04:00
Bryan Frimin
f99b2f7828 Rename nickname
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-11 13:09:03 +01:00
Bryan Frimin
e393411333 Move kind to string
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-11 13:09:02 +01:00
Bryan Frimin
dd3885ac54 Fix MS365 attributes handling
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-11 13:09:01 +01:00
Bryan Frimin
1d8ce190c3 Fix userName must be case insentive
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-11 13:09:01 +01:00
Bryan Frimin
c8250f6794 Add userName and externalID support
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-03-11 13:09:00 +01:00