UmbraTrans/umbratrans_web/migrations/0001_phase1_identity.sql

-- =====================================================================
-- UmbraTrans phase-1 identity migration (users.username, user_credentials,
-- additive session columns)
-- =====================================================================
--
-- STATUS: PROPOSED / NOT APPLIED / NOT APPROVED
--
-- This file has never been executed against any database. It was written for
-- review only. Do not run it until every gate in "PRE-FLIGHT GATES" below is
-- signed off by a human operator, and until the review questions in
-- migrations/README.md are answered against the *actual* production schema.
--
-- SCOPE (phase-1 identity and tenancy only; nothing else may be added here)
--
--   ADD COLUMN  users.username            (nullable, unique, citext)
--   ADD TABLE   user_credentials          (local_password / oidc credentials)
--   ADD TABLE   organizations             (tenants, additive; skipped if present)
--   ADD COLUMN  sessions.mfa_verified_at  (nullable)
--   ADD COLUMN  sessions.idle_deadline_at (nullable)
--   ADD COLUMN  sessions.last_seen_at     (nullable, backfilled, then NOT NULL)
--
-- DELIBERATELY NOT IN THIS MIGRATION
--
--   * No project_membership table. user_roles stays the membership source
--     of truth.
--   * No users.organization_id column. The control plane derives membership
--     from user_roles; the application slice uses a column for phase 1 and
--     the divergence is an open review question, not a settled decision.
--   * No projects/roles/permissions/invitations/audit_events change. They are
--     used unchanged.
--   * No organization row is inserted. Section 4 creates the table if it is
--     absent and verifies it if it is present; it never seeds a tenant.
--   * No password, hash, token, or connection string may appear in this file.
--   * No backfill of existing accounts. Existing rows keep a NULL username
--     until an operator supplies an explicit mapping (see BACKFILL GATE).
--   * No MFA enforcement. mfa_verified_at is added for forward compatibility
--     and stays NULL.
--   * No OIDC subject column. The provider-subject mapping belongs to a later,
--     separately reviewed migration.
--
-- SAFETY RULES FOR THE REVIEWER AND THE OPERATOR
--
--   1. Read the whole file, including the comments, before running anything.
--   2. Take and restore-test a custom-format logical backup first
--      (pg_dump -Fc, restore into a scratch database, verify row counts).
--   3. Run the PRE-FLIGHT VERIFICATION block and save its output. If any
--      assumption below is false, STOP and produce a new migration.
--   4. The statements run in one transaction with a short lock_timeout and
--      statement_timeout so the live application cannot be blocked behind an
--      open transaction. If the timeout fires, the transaction rolls back.
--   5. users.username is added as NULLABLE on purpose: a NOT NULL column with
--      no backfill would fail or force an invented identifier.
--   6. user_credentials is created empty. No credential is inserted here.
--      Credentials are created by the application through the reviewed
--      service path only.
--   7. The unique constraint on users.username is added as a UNIQUE INDEX
--      (CREATE UNIQUE INDEX, then ATTACH as a constraint) so the build does
--      not hold an ACCESS EXCLUSIVE lock for the duration of the scan.
--   8. The sessions indexes are plain CREATE INDEX. For a large sessions
--      table, run them separately with CREATE INDEX CONCURRENTLY *outside*
--      this transaction, one statement per session, after verifying the table
--      size. See the note above section 4.
--   9. Do not run this file with a superuser. Use the dedicated migration
--      role, and record the role used in the change ticket.
--  10. RLS and GRANT statements are deliberately left as reviewed COMMENTs in
--      section 6: the production policy helper functions and role names are
--      unverified, and inventing them would be a BLOCKER, not a shortcut.
--
-- BACKUP/RESTORE GATE
--   [ ] pg_dump -Fc of umbracontrol completed and checksummed
--   [ ] restore into an isolated scratch database succeeded
--   [ ] restored row counts match for users, sessions, organizations, projects
--   [ ] rollback file reviewed and rehearsed against the scratch database
--
-- RLS TEST GATE (must pass before approval)
--   [ ] two organizations, two projects, two users each
--   [ ] a user in org A cannot read or write org B rows
--   [ ] a session row is readable only by its owner
--   [ ] the application role cannot escalate by setting a GUC
--   [ ] FORCE ROW LEVEL SECURITY is proven, not merely enabled
--
-- ---------------------------------------------------------------------
-- PRE-FLIGHT VERIFICATION (run read-only, save the output with the ticket)
-- ---------------------------------------------------------------------
--
--   SELECT current_database(), current_user, version();
--
--   -- users must exist with a uuid primary key named id
--   SELECT column_name, data_type, is_nullable
--     FROM information_schema.columns
--    WHERE table_schema = 'public' AND table_name = 'users'
--    ORDER BY ordinal_position;
--
--   -- sessions must exist; record its current columns
--   SELECT column_name, data_type, is_nullable
--     FROM information_schema.columns
--    WHERE table_schema = 'public' AND table_name = 'sessions'
--    ORDER BY ordinal_position;
--
--   -- citext availability for the unique username
--   SELECT name, default_version, installed_version FROM pg_available_extensions
--    WHERE name = 'citext';
--
--   -- current RLS posture of the tables this file touches
--   SELECT c.relname, c.relrowsecurity, c.relforcerowsecurity
--     FROM pg_class c JOIN pg_namespace n ON n.oid = c.relnamespace
--    WHERE n.nspname = 'public' AND c.relname IN ('users','sessions');
--
--   -- existing policies, so the additive columns inherit known-good rules
--   SELECT tablename, policyname, cmd, roles, qual, with_check
--     FROM pg_policies WHERE schemaname = 'public' AND tablename IN ('users','sessions');
--
--   -- confirm nothing named user_credentials already exists
--   SELECT to_regclass('public.user_credentials') AS user_credentials;
--
--   -- does public.organizations already exist? Section 4 is a no-op when it
--   -- does, so record its current shape and row count either way
--   SELECT to_regclass('public.organizations') AS organizations;
--   SELECT column_name, data_type, is_nullable
--     FROM information_schema.columns
--    WHERE table_schema = 'public' AND table_name = 'organizations'
--    ORDER BY ordinal_position;
--   SELECT count(*) FROM public.organizations;
--
--   -- row counts used as the post-apply baseline
--   SELECT (SELECT count(*) FROM users) AS users, (SELECT count(*) FROM sessions) AS sessions;
--
-- ---------------------------------------------------------------------
-- 0. Transaction guard rails
-- ---------------------------------------------------------------------

BEGIN;

SET LOCAL lock_timeout = '3s';
SET LOCAL statement_timeout = '60s';
SET LOCAL idle_in_transaction_session_timeout = '30s';

-- ---------------------------------------------------------------------
-- 1. users.username
-- ---------------------------------------------------------------------
-- Assumptions: users.id is uuid; no existing column named username.
-- Existing rows are left with NULL: the new login identifier is introduced
-- only through an explicit, operator-approved mapping.
--
-- citext gives case-insensitive uniqueness, matching the application rule
-- that "Umbraadmin" and "umbraadmin" are the same account. If the extension
-- is unavailable, stop and use a lower(...) unique index instead; do not
-- substitute a plain text column with case-sensitive uniqueness.

CREATE EXTENSION IF NOT EXISTS citext;

ALTER TABLE public.users
    ADD COLUMN IF NOT EXISTS username citext NULL;

COMMENT ON COLUMN public.users.username IS
    'Case-insensitive canonical login identifier. NULL for accounts that have not been mapped yet.';

-- Build the unique index first (it takes a SHARE lock, not ACCESS EXCLUSIVE),
-- then attach it as a constraint so the rule is visible to the planner and to
-- future migrations. NULLs do not conflict, which is what allows the staged
-- backfill to run before the column becomes mandatory.
CREATE UNIQUE INDEX IF NOT EXISTS users_username_key
    ON public.users (username);

ALTER TABLE public.users
    ADD CONSTRAINT users_username_key
    UNIQUE USING INDEX users_username_key;

-- ---------------------------------------------------------------------
-- 2. user_credentials
-- ---------------------------------------------------------------------
-- One credential row per user in phase 1. The unique user_id is a deliberate
-- phase-1 constraint (one authentication mechanism at a time); relaxing it is
-- a later, separately reviewed change.
--
-- password_hash holds an Argon2id PHC string only, e.g. the argon2id variant
-- with m=65536, t=3, p=4. No plaintext password, temporary password, or
-- password-recovery value is ever stored in this table or anywhere else.

CREATE TABLE IF NOT EXISTS public.user_credentials (
    id uuid PRIMARY KEY,
    user_id uuid NOT NULL UNIQUE REFERENCES public.users (id) ON DELETE CASCADE,
    credential_type text NOT NULL,
    password_hash text NULL,
    must_change_password boolean NOT NULL DEFAULT false,
    failed_login_count integer NOT NULL DEFAULT 0,
    locked_until timestamptz NULL,
    last_login_at timestamptz NULL,
    password_changed_at timestamptz NULL,
    created_at timestamptz NOT NULL DEFAULT now(),
    updated_at timestamptz NOT NULL DEFAULT now(),
    CONSTRAINT user_credentials_type_check
        CHECK (credential_type IN ('local_password', 'oidc')),
    CONSTRAINT user_credentials_local_requires_hash
        CHECK (credential_type <> 'local_password' OR password_hash IS NOT NULL),
    CONSTRAINT user_credentials_oidc_forbids_hash
        CHECK (credential_type <> 'oidc' OR password_hash IS NULL),
    CONSTRAINT user_credentials_failed_login_count_check
        CHECK (failed_login_count >= 0),
    CONSTRAINT user_credentials_password_hash_format
        CHECK (password_hash IS NULL OR password_hash ~ '^\$argon2(id|i|d)\$')
);

COMMENT ON TABLE public.user_credentials IS
    'Authentication credentials, kept separate from the user profile. Rows are never returned by the API.';
COMMENT ON COLUMN public.user_credentials.password_hash IS
    'Argon2id PHC hash. Never returned by an endpoint, never logged, never selected into a report.';
COMMENT ON COLUMN public.user_credentials.must_change_password IS
    'True for temporary-password enrollment. Cleared only after a successful first-login change.';

-- Login path and lockout scans. Both are narrow and index-only.
CREATE INDEX IF NOT EXISTS user_credentials_type_idx
    ON public.user_credentials (credential_type);

CREATE INDEX IF NOT EXISTS user_credentials_locked_until_idx
    ON public.user_credentials (locked_until)
    WHERE locked_until IS NOT NULL;

-- updated_at is maintained by the application on every write. If the
-- production schema already has a generic set_updated_at() trigger helper,
-- attach it here instead; do not assume one exists.
--   CREATE TRIGGER user_credentials_set_updated_at
--       BEFORE UPDATE ON public.user_credentials
--       FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();

-- ---------------------------------------------------------------------
-- 3. sessions: additive columns
-- ---------------------------------------------------------------------
-- The session bearer token is unchanged: it stays random, and only its hash
-- is stored. The three columns below are what the phase-1 identity slice
-- needs; no existing column is dropped, renamed, or retyped, so an older
-- application build keeps working against this schema.

ALTER TABLE public.sessions
    ADD COLUMN IF NOT EXISTS mfa_verified_at timestamptz NULL,
    ADD COLUMN IF NOT EXISTS idle_deadline_at timestamptz NULL,
    ADD COLUMN IF NOT EXISTS last_seen_at timestamptz NULL;

COMMENT ON COLUMN public.sessions.mfa_verified_at IS
    'When the session completed MFA. NULL in phase 1; no MFA is enforced yet.';
COMMENT ON COLUMN public.sessions.idle_deadline_at IS
    'Absolute idle deadline for the session. Sessions past it are rejected and revoked.';
COMMENT ON COLUMN public.sessions.last_seen_at IS
    'Last time the session was used, for idle accounting and operator review.';

-- Backfill last_seen_at from an existing column only if one can be verified
-- in the pre-flight output. Uncomment exactly one source after confirming the
-- column exists; otherwise leave NULL and let the next write populate it.
-- UPDATE public.sessions SET last_seen_at = now() WHERE last_seen_at IS NULL;

-- Set idle deadlines for live sessions so the new column is never NULL for
-- an active row. The duration must match the reviewed application setting
-- (default 30 minutes idle, 12 hours absolute).
UPDATE public.sessions
   SET idle_deadline_at = now() + interval '30 minutes'
 WHERE idle_deadline_at IS NULL
   AND revoked_at IS NULL;

ALTER TABLE public.sessions
    ALTER COLUMN last_seen_at SET DEFAULT now();

-- Make last_seen_at NOT NULL only after the backfill is verified; a partial
-- backfill would fail here, which is the intended safety check.
--   ALTER TABLE public.sessions ALTER COLUMN last_seen_at SET NOT NULL;

CREATE INDEX IF NOT EXISTS sessions_user_id_idx
    ON public.sessions (user_id);

CREATE INDEX IF NOT EXISTS sessions_idle_deadline_at_idx
    ON public.sessions (idle_deadline_at)
    WHERE revoked_at IS NULL;

-- ---------------------------------------------------------------------
-- 4. organizations
-- ---------------------------------------------------------------------
-- Assumptions: the control plane already has a public.organizations table
-- (see 001_control_plane.sql) with id, name, slug, status, created_at and
-- updated_at. If it already exists this section is a no-op: CREATE TABLE IF
-- NOT EXISTS skips it and the statements below verify the shape instead of
-- changing it. That is the expected case, because this file is additive by
-- design and must not redefine a table the audio system already reads.
--
-- The application needs organizations to exist as first-class rows for the
-- administrator interface to manage tenants and to validate an account's
-- organization assignment. Without this section that assignment pointed at
-- nothing at all.
--
-- Deliberately NOT changed here:
--   * users.organization_id is NOT added by this file. The control plane
--     derives organization membership from user_roles (scope='organization'),
--     not from a column on users. The application slice models membership as
--     a column for phase 1; reconciling the two is recorded as an open review
--     question in migrations/README.md rather than silently decided here.
--   * No organization row is inserted. Seeding a tenant is an operator action.

CREATE TABLE IF NOT EXISTS public.organizations (
    id uuid PRIMARY KEY,
    name text NOT NULL,
    slug citext NOT NULL,
    status text NOT NULL DEFAULT 'active',
    created_at timestamptz NOT NULL DEFAULT now(),
    updated_at timestamptz NOT NULL DEFAULT now(),
    CONSTRAINT organizations_status_check
        CHECK (status IN ('active', 'suspended', 'archived')),
    CONSTRAINT organizations_name_length_check
        CHECK (char_length(name) BETWEEN 2 AND 120)
);

-- A duplicate-free tenant handle. Built then attached, so the scan does not
-- hold an ACCESS EXCLUSIVE lock for its duration.
CREATE UNIQUE INDEX IF NOT EXISTS organizations_slug_key
    ON public.organizations (slug);

ALTER TABLE public.organizations
    ADD CONSTRAINT organizations_slug_key
    UNIQUE USING INDEX organizations_slug_key;

COMMENT ON TABLE public.organizations IS
    'Tenants that own projects and accounts. Phase 1 inserts no rows; the control plane may already contain some.';

-- The administrator dashboard filters by status on every load.
CREATE INDEX IF NOT EXISTS organizations_status_idx
    ON public.organizations (status);

-- ---------------------------------------------------------------------
-- 4b. audit_events: target lookup
-- ---------------------------------------------------------------------
-- The application records a target as the polymorphic (target_type,
-- target_id) pair the control plane already uses, and the administrator audit
-- view filters on it. audit_events_org_created_idx covers the organization and
-- created_at ordering, but nothing covers the target pair, so that filter would
-- be a sequential scan. Additive index only; no column or constraint changes.

CREATE INDEX IF NOT EXISTS audit_events_target_idx
    ON public.audit_events (target_type, target_id, created_at DESC);

-- ---------------------------------------------------------------------
-- 5. RLS AND GRANTS (REVIEWED, NOT EXECUTED)
-- ---------------------------------------------------------------------
-- The statements below are intentionally provided as comments. The
-- production policy helper functions, the application role names, and the
-- existing policy conventions are UNVERIFIED in this workspace. Writing
-- executable GRANT/RLS against guessed identifiers is a BLOCKER.
--
-- Required before approval:
--   * Confirm the name of the "current user" helper (for example
--     app.current_user_id() or a request-scoped GUC) and prove it cannot be
--     set by a client-controlled value.
--   * Confirm the migration role and the application role names.
--   * Confirm the existing users/sessions policies so the additive columns
--     inherit the same guarantees.
--
-- Policies to add on user_credentials once the helper is verified:
--
--   ALTER TABLE public.user_credentials ENABLE ROW LEVEL SECURITY;
--   ALTER TABLE public.user_credentials FORCE ROW LEVEL SECURITY;
--
--   -- a user reads and updates only their own credential
--   CREATE POLICY user_credentials_self_read ON public.user_credentials
--       FOR SELECT USING (user_id = app.current_user_id());
--   CREATE POLICY user_credentials_self_update ON public.user_credentials
--       FOR UPDATE USING (user_id = app.current_user_id());
--
--   -- only the administrator service path inserts credentials, and it does so
--   -- as a privileged role that bypasses the per-user policies
--
-- Grants to review (role names must be confirmed, not guessed):
--
--   REVOKE ALL ON public.user_credentials FROM PUBLIC;
--   GRANT SELECT, INSERT, UPDATE ON public.user_credentials TO <app_role>;
--   -- No DELETE for the application role: credential removal is an
--   -- administrative, audited operation.
--   -- No column-level GRANT alternative is meaningful here: the application
--   -- must read password_hash to verify a local password. The control is that
--   -- no endpoint selects it, which the API tests assert.
--
-- On sessions, the new columns need no new policy: they inherit the existing
-- per-session row policies. Adding a policy that keys on a new column before
-- the existing ones are verified risks weakening them.
--
-- ---------------------------------------------------------------------
-- 5. POST-APPLY VERIFICATION (run immediately after COMMIT)
-- ---------------------------------------------------------------------
--
--   \d+ public.users
--   \d+ public.user_credentials
--   \d+ public.sessions
--   \d+ public.organizations
--
--   -- the new unique rule is enforced and case-insensitive
--   SELECT indexname, indexdef FROM pg_indexes
--    WHERE tablename = 'users' AND indexname = 'users_username_key';
--
--   -- the organizations slug rule survived, whether the table pre-existed or
--   -- was created by section 4
--   SELECT indexname, indexdef FROM pg_indexes
--    WHERE tablename = 'organizations' AND indexname = 'organizations_slug_key';
--
--   -- the status vocabulary the application expects is the one the check
--   -- constraint enforces
--   SELECT conname, pg_get_constraintdef(oid) FROM pg_constraint
--    WHERE conrelid = 'public.organizations'::regclass AND contype = 'c'
--    ORDER BY conname;
--
--   -- this migration inserted no tenant
--   SELECT count(*) FROM public.organizations;
--
--   -- the audit target index the administrator view depends on exists
--   SELECT indexname, indexdef FROM pg_indexes
--    WHERE tablename = 'audit_events' AND indexname = 'audit_events_target_idx';
--
--   -- no duplicate, non-null usernames can exist
--   SELECT lower(username::text) AS key, count(*)
--     FROM public.users WHERE username IS NOT NULL
--    GROUP BY 1 HAVING count(*) > 1;
--
--   -- the table is empty: this migration must not invent credentials
--   SELECT count(*) FROM public.user_credentials;
--
--   -- no live session is left without a deadline
--   SELECT count(*) FROM public.sessions
--    WHERE revoked_at IS NULL AND idle_deadline_at IS NULL;
--
--   -- RLS state matches the reviewed expectation
--   SELECT c.relname, c.relrowsecurity, c.relforcerowsecurity
--     FROM pg_class c JOIN pg_namespace n ON n.oid = c.relnamespace
--    WHERE n.nspname = 'public' AND c.relname = 'user_credentials';
--
--   -- the application role can verify a credential but cannot delete one
--   -- (run as the application role, not the migration role)
--   SELECT has_table_privilege('<app_role>', 'public.user_credentials', 'SELECT');
--   SELECT has_table_privilege('<app_role>', 'public.user_credentials', 'DELETE');
--
-- ---------------------------------------------------------------------
-- 6. ROLLBACK
-- ---------------------------------------------------------------------
-- Rehearse first, on the scratch database. Rolling back DESTROYS credential
-- rows: any account created after the migration would lose its only
-- authentication material and could not sign in until it is re-enrolled.
--
-- Take a fresh backup immediately before rolling back, then use
-- 0001_phase1_identity_rollback.sql in the same session settings
-- (lock_timeout, statement_timeout). The rollback is not online-safe for a
-- busy sessions table: prefer a maintenance window.
--
-- If the migration failed mid-transaction, nothing was applied: the
-- transaction rolled back and this file can be corrected and re-reviewed.

COMMIT;