Files
probo/pkg/docgen/generator.go
Sacha Al Himdani c026f67bd9 Add vendor publish to document system
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>
2026-04-29 16:24:29 +02:00

515 lines
15 KiB
Go

// 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 docgen
import (
"bytes"
_ "embed"
"encoding/json"
"fmt"
"html"
"html/template"
"strings"
"time"
"go.probo.inc/probo/pkg/coredata"
"go.probo.inc/probo/pkg/prosemirror"
)
var (
//go:embed mermaid.min.js
mermaidJSSource string
//go:embed template.html
htmlTemplateContent string
//go:embed signature_page_template.html
signaturePageTemplateContent string
templateFuncs = template.FuncMap{
"now": func() time.Time { return time.Now() },
"eq": func(a, b any) bool { return a == b },
"add": func(a, b int) int { return a + b },
"string": func(v fmt.Stringer) string { return v.String() },
"lower": func(s string) string { return strings.ToLower(s) },
"classificationString": func(c Classification) string { return string(c) },
"boolToYesNo": func(b *bool) string {
if b == nil {
return ""
}
if *b {
return "yes"
}
return "no"
},
"derefString": func(s *string) string {
if s == nil {
return ""
}
return *s
},
"boolToYesNoDash": func(b *bool) string {
if b == nil {
return "-"
}
if *b {
return "Yes"
}
return "No"
},
"imgTag": func(src, alt, class string) template.HTML {
return template.HTML(fmt.Sprintf(`<img src="%s" alt="%s" class="%s">`, html.EscapeString(src), html.EscapeString(alt), html.EscapeString(class)))
},
"formatLawfulBasis": func(basis coredata.ProcessingActivityLawfulBasis) string {
switch basis {
case coredata.ProcessingActivityLawfulBasisConsent:
return "Consent"
case coredata.ProcessingActivityLawfulBasisContractualNecessity:
return "Contractual Necessity"
case coredata.ProcessingActivityLawfulBasisLegalObligation:
return "Legal Obligation"
case coredata.ProcessingActivityLawfulBasisLegitimateInterest:
return "Legitimate Interest"
case coredata.ProcessingActivityLawfulBasisPublicTask:
return "Public Task"
case coredata.ProcessingActivityLawfulBasisVitalInterests:
return "Vital Interests"
default:
return basis.String()
}
},
"formatSpecialOrCriminalData": func(data coredata.ProcessingActivitySpecialOrCriminalDatum) string {
switch data {
case coredata.ProcessingActivitySpecialOrCriminalDatumYes:
return "Yes"
case coredata.ProcessingActivitySpecialOrCriminalDatumNo:
return "No"
case coredata.ProcessingActivitySpecialOrCriminalDatumPossible:
return "Possible"
default:
return data.String()
}
},
"formatTransferSafeguard": func(safeguard *coredata.ProcessingActivityTransferSafeguard) string {
if safeguard == nil {
return ""
}
switch *safeguard {
case coredata.ProcessingActivityTransferSafeguardStandardContractualClauses:
return "Standard Contractual Clauses"
case coredata.ProcessingActivityTransferSafeguardBindingCorporateRules:
return "Binding Corporate Rules"
case coredata.ProcessingActivityTransferSafeguardAdequacyDecision:
return "Adequacy Decision"
case coredata.ProcessingActivityTransferSafeguardDerogations:
return "Derogations"
case coredata.ProcessingActivityTransferSafeguardCodesOfConduct:
return "Codes of Conduct"
case coredata.ProcessingActivityTransferSafeguardCertificationMechanisms:
return "Certification Mechanisms"
default:
return safeguard.String()
}
},
"formatDPIANeeded": func(needed coredata.ProcessingActivityDataProtectionImpactAssessment) string {
switch needed {
case coredata.ProcessingActivityDataProtectionImpactAssessmentNeeded:
return "Yes"
case coredata.ProcessingActivityDataProtectionImpactAssessmentNotNeeded:
return "No"
default:
return needed.String()
}
},
"formatTIANeeded": func(needed coredata.ProcessingActivityTransferImpactAssessment) string {
switch needed {
case coredata.ProcessingActivityTransferImpactAssessmentNeeded:
return "Yes"
case coredata.ProcessingActivityTransferImpactAssessmentNotNeeded:
return "No"
default:
return needed.String()
}
},
"formatRole": func(role coredata.ProcessingActivityRole) string {
switch role {
case coredata.ProcessingActivityRoleController:
return "Controller"
case coredata.ProcessingActivityRoleProcessor:
return "Processor"
default:
return role.String()
}
},
"formatResidualRisk": func(risk *coredata.DataProtectionImpactAssessmentResidualRisk) string {
if risk == nil {
return ""
}
switch *risk {
case coredata.DataProtectionImpactAssessmentResidualRiskLow:
return "Low"
case coredata.DataProtectionImpactAssessmentResidualRiskMedium:
return "Medium"
case coredata.DataProtectionImpactAssessmentResidualRiskHigh:
return "High"
default:
return risk.String()
}
},
}
documentTemplate = template.Must(template.New("document").Funcs(templateFuncs).Parse(htmlTemplateContent))
signaturePageTemplate = template.Must(template.New("signaturePage").Funcs(templateFuncs).Parse(signaturePageTemplateContent))
)
type (
Classification string
DocumentData struct {
Title string
Content json.RawMessage // ProseMirror/Tiptap document JSON; use ProseMirrorJSONToHTML for HTML
Major int
Minor int
Classification Classification
Approvers []string
Description string
PublishedAt *time.Time
Signatures []SignatureData
CompanyHorizontalLogoBase64 string
MermaidJS template.JS
Landscape bool
}
SignatureData struct {
SignedBy string
SignedAt *time.Time
State coredata.DocumentVersionSignatureState
RequestedAt time.Time
}
SignaturePageData struct {
Signatures []SignatureData
Landscape bool
}
StatementOfApplicabilityData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalControls int
Rows []SOARow
}
SOARow struct {
FrameworkName string
ControlSection string
ControlName string
Applicability string
Justification string
MaturityLevel string
NotImplJustification string
Regulatory string
Contractual string
BestPractice string
RiskAssessment string
}
DataListData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalData int
Rows []DataListRow
}
DataListRow struct {
Name string
Classification string
Owner string
Vendors string
}
AssetListData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalAssets int
Rows []AssetListRow
}
AssetListRow struct {
Name string
AssetType string
Amount int
DataTypesStored string
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
}
ProcessingActivityListData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalProcessingActivities int
Rows []ProcessingActivityListRow
}
ProcessingActivityListRow struct {
Name string
Purpose string
Role string
DataSubjectCategory string
PersonalDataCategory string
SpecialOrCriminalData string
LawfulBasis string
ConsentEvidenceLink string
Recipients string
Location string
InternationalTransfers string
TransferSafeguards string
RetentionPeriod string
SecurityMeasures string
DataProtectionImpactAssessmentNeeded string
TransferImpactAssessmentNeeded string
LastReviewDate string
NextReviewDate string
DataProtectionOfficer string
Vendors string
}
DataProtectionImpactAssessmentListData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalDataProtectionImpactAssessments int
Rows []DataProtectionImpactAssessmentListRow
}
DataProtectionImpactAssessmentListRow struct {
ProcessingActivityName string
Description string
NecessityAndProportionality string
PotentialRisk string
Mitigations string
ResidualRisk string
}
TransferImpactAssessmentListData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalTransferImpactAssessments int
Rows []TransferImpactAssessmentListRow
}
TransferImpactAssessmentListRow struct {
ProcessingActivityName string
DataSubjects string
Transfer string
LegalMechanism string
LocalLawRisk string
SupplementaryMeasures string
}
VendorListData struct {
Title string
OrganizationName string
CreatedAt time.Time
TotalVendors int
Rows []VendorListRow
}
VendorListRow struct {
Name string
LegalName string
Description string
Category string
HeadquarterAddress string
WebsiteURL string
PrivacyPolicyURL string
ServiceLevelAgreementURL string
DataProcessingAgreementURL string
BusinessAssociateAgreementURL string
SubprocessorsListURL string
StatusPageURL string
TermsOfServiceURL string
SecurityPageURL string
TrustPageURL string
Certifications string
Countries string
BusinessOwner string
SecurityOwner string
Services []VendorListService
Contacts []VendorListContact
RiskAssessments []VendorListRiskAssessment
ComplianceReports []VendorListComplianceReport
BusinessAssociateAgreement *VendorListAgreement
DataPrivacyAgreement *VendorListAgreement
}
VendorListService struct {
Name string
Description string
}
VendorListContact struct {
FullName string
Email string
Phone string
Role string
}
VendorListRiskAssessment struct {
AssessedAt string
ExpiresAt string
DataSensitivity string
BusinessImpact string
Notes string
}
VendorListComplianceReport struct {
ReportName string
ReportDate string
ValidUntil string
}
VendorListAgreement struct {
ValidFrom string
ValidUntil string
}
)
func BoolLabel(v bool) string {
if v {
return "Yes"
}
return "No"
}
func MaturityLabel(l coredata.ControlMaturityLevel) string {
switch l {
case coredata.ControlMaturityLevelNone:
return "0 - None"
case coredata.ControlMaturityLevelInitial:
return "1 - Initial"
case coredata.ControlMaturityLevelManaged:
return "2 - Managed"
case coredata.ControlMaturityLevelDefined:
return "3 - Defined"
case coredata.ControlMaturityLevelQuantitativelyManaged:
return "4 - Quantitatively Managed"
case coredata.ControlMaturityLevelOptimizing:
return "5 - Optimizing"
}
return "Not set"
}
const (
ClassificationPublic Classification = "PUBLIC"
ClassificationInternal Classification = "INTERNAL"
ClassificationConfidential Classification = "CONFIDENTIAL"
ClassificationSecret Classification = "SECRET"
)
// ProseMirrorJSONToHTML converts ProseMirror/Tiptap document JSON to an HTML fragment.
// On parse or render failure it returns a single escaped paragraph with the raw input.
func ProseMirrorJSONToHTML(content json.RawMessage) template.HTML {
s := strings.TrimSpace(string(content))
if s == "" {
return template.HTML("")
}
node, err := prosemirror.Parse(s)
if err != nil {
return template.HTML(fmt.Sprintf("<p>%s</p>", html.EscapeString(s)))
}
htmlStr, err := prosemirror.RenderHTML(node)
if err != nil {
return template.HTML(fmt.Sprintf("<p>%s</p>", html.EscapeString(s)))
}
return template.HTML(htmlStr)
}
func RenderHTML(data DocumentData) ([]byte, error) {
data.MermaidJS = template.JS(mermaidJSSource)
page := struct {
DocumentData
BodyHTML template.HTML
}{
DocumentData: data,
BodyHTML: ProseMirrorJSONToHTML(data.Content),
}
var buf bytes.Buffer
if err := documentTemplate.Execute(&buf, page); err != nil {
return nil, fmt.Errorf("cannot execute template: %w", err)
}
return buf.Bytes(), nil
}
func RenderSignaturePageHTML(data SignaturePageData) ([]byte, error) {
var buf bytes.Buffer
if err := signaturePageTemplate.Execute(&buf, data); err != nil {
return nil, fmt.Errorf("cannot execute signature page template: %w", err)
}
return buf.Bytes(), nil
}