probo/pkg/coredata/migrations/20260319T160000Z.sql

-- Copyright (c) 2026 Probo Inc <hello@probo.com>.
--
-- Permission is hereby granted, free of charge, to any person obtaining a copy
-- of this software and associated documentation files (the "Software"), to deal
-- in the Software without restriction, including without limitation the rights
-- to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-- copies of the Software, and to permit persons to whom the Software is
-- furnished to do so, subject to the following conditions:
--
-- The above copyright notice and this permission notice shall be included in
-- all copies or substantial portions of the Software.
--
-- THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-- IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-- FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-- AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-- LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-- OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-- SOFTWARE.

-- Create approval quorum status enum
CREATE TYPE document_version_approval_quorum_status AS ENUM ('PENDING', 'APPROVED', 'REJECTED');

-- Create approval decision state enum
CREATE TYPE document_version_approval_decision_state AS ENUM ('PENDING', 'APPROVED', 'REJECTED');

-- Create approval quorum table: groups approval decisions for a document version
CREATE TABLE document_version_approval_quorums (
    id TEXT PRIMARY KEY,
    tenant_id TEXT NOT NULL,
    organization_id TEXT NOT NULL,
    version_id TEXT NOT NULL REFERENCES document_versions(id) ON DELETE CASCADE,
    status document_version_approval_quorum_status NOT NULL,
    created_at TIMESTAMP WITH TIME ZONE NOT NULL,
    updated_at TIMESTAMP WITH TIME ZONE NOT NULL
);

-- Ensure only one PENDING quorum per document version
CREATE UNIQUE INDEX document_one_pending_quorum_idx
    ON document_version_approval_quorums (version_id)
    WHERE status = 'PENDING';

-- Create approval decision table: one row per approver per quorum
CREATE TABLE document_version_approval_decisions (
    id TEXT PRIMARY KEY,
    tenant_id TEXT NOT NULL,
    organization_id TEXT NOT NULL,
    quorum_id TEXT NOT NULL REFERENCES document_version_approval_quorums(id) ON DELETE CASCADE,
    approver_id TEXT NOT NULL REFERENCES iam_membership_profiles(id) ON UPDATE CASCADE ON DELETE RESTRICT,
    state document_version_approval_decision_state NOT NULL,
    comment TEXT,
    electronic_signature_id TEXT REFERENCES electronic_signatures(id) ON DELETE RESTRICT,
    decided_at TIMESTAMP WITH TIME ZONE,
    created_at TIMESTAMP WITH TIME ZONE NOT NULL,
    updated_at TIMESTAMP WITH TIME ZONE NOT NULL,
    UNIQUE (quorum_id, approver_id)
);

-- Add document types to electronic_signature_document_type enum
ALTER TYPE electronic_signature_document_type ADD VALUE 'GOVERNANCE';
ALTER TYPE electronic_signature_document_type ADD VALUE 'POLICY';
ALTER TYPE electronic_signature_document_type ADD VALUE 'PROCEDURE';
ALTER TYPE electronic_signature_document_type ADD VALUE 'PLAN';
ALTER TYPE electronic_signature_document_type ADD VALUE 'REGISTER';
ALTER TYPE electronic_signature_document_type ADD VALUE 'RECORD';
ALTER TYPE electronic_signature_document_type ADD VALUE 'REPORT';
ALTER TYPE electronic_signature_document_type ADD VALUE 'TEMPLATE';

-- Add document_name to electronic_signatures for email subject
ALTER TABLE electronic_signatures ADD COLUMN document_name TEXT;

-- Backfill: create APPROVED quorums for existing published versions that have approvers
INSERT INTO document_version_approval_quorums (id, tenant_id, organization_id, version_id, status, created_at, updated_at)
SELECT DISTINCT
    generate_gid(decode_base64_unpadded(dv.tenant_id), 69),
    dv.tenant_id,
    dv.organization_id,
    dv.id,
    'APPROVED'::document_version_approval_quorum_status,
    dv.published_at,
    dv.published_at
FROM document_versions dv
WHERE dv.status = 'PUBLISHED'
    AND dv.published_at IS NOT NULL
    AND (
        EXISTS (SELECT 1 FROM document_version_approvers dva WHERE dva.document_version_id = dv.id)
        OR EXISTS (SELECT 1 FROM document_approvers da WHERE da.document_id = dv.document_id)
    );

-- Backfill: create APPROVED decisions linked to the quorums
INSERT INTO document_version_approval_decisions (
    id, tenant_id, organization_id, quorum_id,
    approver_id, state, decided_at, created_at, updated_at
)
SELECT
    generate_gid(decode_base64_unpadded(dv.tenant_id), 70),
    dv.tenant_id,
    dv.organization_id,
    q.id,
    COALESCE(dva.approver_profile_id, da.approver_profile_id),
    'APPROVED'::document_version_approval_decision_state,
    dv.published_at,
    dv.published_at,
    dv.published_at
FROM document_versions dv
JOIN document_version_approval_quorums q ON q.version_id = dv.id
LEFT JOIN document_version_approvers dva ON dva.document_version_id = dv.id
LEFT JOIN document_approvers da ON da.document_id = dv.document_id
    AND dva.approver_profile_id IS NULL
WHERE dv.status = 'PUBLISHED'
    AND COALESCE(dva.approver_profile_id, da.approver_profile_id) IS NOT NULL
ON CONFLICT (quorum_id, approver_id) DO NOTHING;