Apply five style rules: convert iota string enums to typed
string constants, replace errors.As with errors.AsType,
merge three-group imports into two groups, fix multiline
parameter/argument formatting, and replace fmt.Sprintf URL
construction with net/url.
Signed-off-by: Émile Ré <emile@probo.com>
Renames the user-facing 'vendor' concept to 'third party' across the
entire codebase. The shared common_third_parties reference table is
unchanged.
Migration. Renames the vendor_category enum, the vendors and
vendor_<entity> tables (contacts, services, compliance_reports,
business_associate_agreements, data_privacy_agreements,
risk_assessments) and their vendor_id columns, the asset_vendors /
data_vendors / processing_activity_vendors junction tables,
generated_documents.vendors_document_id, the webhook_event_type
'vendor:<verb>' values, and the snapshots_type 'VENDORS' value.
Backend. Renames coredata models and SQL queries, probo services,
GraphQL / MCP API surface, console / trust / webhook resolvers and
types, the CLI (prb vendor* -> prb third-party*; pkg/cmd/vendormgmt
-> pkg/cmd/thirdpartymgmt), the document generator, vetting agent
prompts, and the common-third-parties-import command.
Frontend, packages, n8n, e2e. Renames apps/console pages, components,
hooks, routes, dialogs, and tabs; the shared @probo/vendors package
(now @probo/third-parties); the @probo/ui Vendors atoms (now
ThirdParties, VendorLogo -> ThirdPartyLogo); the n8n community node
actions/vendor folder (now actions/thirdParty); and the e2e Go test
suite (console and MCP). Filesystem and URL paths use kebab-case
(third-parties), GraphQL fields and TypeScript identifiers use
camelCase (thirdParty / thirdParties), Go types use PascalCase
(ThirdParty), and human-facing text uses 'third party' with a space.
Co-authored-by: Bryan Frimin <bryan@getprobo.com>
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
Replace the old snapshot-based system for vendors with the publish
document system, mirroring the prior processing activity / DPIA / TIA
migration. Includes the GraphQL mutation, MCP tool, CLI command, n8n
operation, frontend publish dialog, e2e tests, and a prosemirror
register template covering vendor profile fields plus per-vendor
sections for services, contacts, risk assessments, compliance reports,
BAA and DPA agreements.
The vendor register lives as a generated DocumentTypeRegister document
on the organization, reused across publishes (the major version bumps
on every republish). Approvers can be passed in to create a draft
pending approval; otherwise the version is published immediately. The
frontend Vendors page exposes a Publish button and a Document link
button when the document exists, and pre-fills the previous default
approvers.
Remove snapshot mode entirely from vendors and their sub-entities: drop
snapshotId/sourceId from GraphQL Vendor type and VendorFilter; remove
SnapshotsTypeVendors from the snapshot registry and delete
Vendors.Snapshot, VendorSnapshotter interface and all
*.InsertVendorSnapshots methods on contacts, services, risk
assessments, compliance reports, BAA and DPA. Drop the snapshot routes
and banner from the frontend. The snapshot_id columns remain in the
database but are now filtered out with snapshot_id IS NULL.
Add Get/Upsert/Clear GeneratedDocumentID methods on Vendor backed by a
new vendors_document_id column on generated_documents, matching the
ProcessingActivity/Finding/Obligation pattern.
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
Move PDF generation from synchronous publish flow to a background polling
job. Published versions with file_id IS NULL are picked up by the job,
which generates the PDF, uploads to S3, and links the file. Export PDF
now serves stored files for published versions (with optional signature
page and watermark) and generates on the fly for drafts.
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
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>
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>
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>
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>
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>
The export endpoint was hardcoding application/pdf for all trust center
files. Now the real MIME type from the stored file metadata is threaded
through the service layer and returned as a data URI, so non-PDF files
are handled correctly on the frontend. Watermarking is only applied when
the file is actually a PDF.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
Private items should still be listed on the compliance page — only
items with visibility "NONE" should be excluded. Also add missing
trailing newline in the template file.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
The fetch helpers silently swallowed pagination/list errors by breaking
out of the loop, which could return a successful response with
incomplete compliance data. Return errors instead.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
Pipe characters and newlines in dynamic values break Markdown table
structure. Add a cell template function that escapes these characters.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
Renders compliance data (frameworks, documents, audits, subprocessors, references, and external links) as a plain-text Markdown document. The endpoint supports all required visibility filters and pagination.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
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>
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>
Implement server-side rendering of trust center page `<head>` with dynamic organization name and OG meta tags. Adds generic `FileRenderer` mechanism to statichandler for dynamic file rendering, allowing the trust server to inject templated content at request time.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
Expand mixed inline/multiline function calls so each argument
is on its own line, matching the one-argument-per-line rule.
Signed-off-by: Sacha Al Himdani <sacha@getprobo.com>
Move document download/view to a dedicated viewer page with PDF preview,
access request flow, and a proper 404 error boundary when documents are
not found. The backend now returns NOT_FOUND instead of INTERNAL for
missing documents and reports.
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
