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Phase 2 Implementation Summary

Status: ✅ Complete​

Phase 2 migration file has been created and is ready for testing in staging.

Migration File Created​

Migration 16: Backfill Default Tenant​

File: supabase/migrations/20251212194300_16_backfill_default_tenant.sql

Parts:

  1. Part 1: Create Default Tenant

    • Inserts Autoch.at tenant into tenants table
    • Includes verification that tenant was created
    • Uses ON CONFLICT DO NOTHING for idempotency

  2. Part 2: Backfill profiles.tenant_id

    • Updates all profiles with default tenant ID
    • Includes verification that all profiles have tenant_id set

  3. Part 3: Backfill All Business Table tenant_id Columns

    • Updates 19 business tables in dependency order:
      • Parent tables: clients, products_services
      • Child tables: inventory, inventory_history, employees, timesheets, invoices, invoice_line_items, quotes, quote_line_items, projects, tasks, project_employees, payments, client_communications, activity_logs, api_keys, webhooks, webhook_logs
    • Includes verification that all tables were backfilled (no NULLs)

  4. Part 4: Tenant Consistency Validation

    • Comprehensive validation of 15 foreign key relationships:
      1. invoices → clients
      2. invoice_line_items → invoices
      3. quotes → clients
      4. quote_line_items → quotes
      5. projects → clients
      6. tasks → projects
      7. tasks → employees
      8. project_employees → projects
      9. project_employees → employees
      10. payments → invoices
      11. client_communications → clients
      12. inventory → products_services
      13. inventory_history → inventory
      14. timesheets → employees
      15. employees → profiles
    • Raises EXCEPTION if any mismatches found (prevents proceeding to Phase 3)
    • Raises NOTICE if all checks pass

Total Lines: 366 lines

Key Features​

  • Idempotent: All UPDATE statements use WHERE tenant_id IS NULL, so migration can be safely re-run
  • Comprehensive Validation: Built-in validation checks for NULL values and tenant consistency
  • Error Handling: Uses PostgreSQL DO blocks with RAISE EXCEPTION to stop migration if validation fails
  • Progress Reporting: Uses RAISE NOTICE to report success at each step

Validation​

Validation queries are available in: docs/migrations/planning/phase2-validation-queries.sql

Run these queries after executing the migration to verify:

  • Default tenant exists
  • No NULL tenant_id values remain
  • All tenant_id values match default tenant ID
  • All tenant consistency checks pass (0 mismatches)

Testing Requirements​

Note: This migration requires manual testing in a staging environment:

  1. Pre-Migration:

    • Verify Phase 1 migrations (14, 15) are executed
    • Verify all tenant_id columns are NULL
    • Backup database

  2. Migration 16 Execution:

    • Execute migration 16
    • Monitor migration logs for NOTICE/WARNING/EXCEPTION messages
    • Verify default tenant was created
    • Verify all tenant_id columns were backfilled
    • Verify tenant consistency checks passed (no EXCEPTION raised)

  3. Post-Migration Validation:

    • Run validation queries from phase2-validation-queries.sql
    • Verify all NULL counts are 0
    • Verify all mismatch counts are 0
    • Test application functionality

Rollback​

If rollback is needed (only safe before Phase 3 RLS changes):

-- Set all tenant_id columns to NULL
UPDATE webhook_logs SET tenant_id = NULL;
UPDATE webhooks SET tenant_id = NULL;
UPDATE api_keys SET tenant_id = NULL;
UPDATE activity_logs SET tenant_id = NULL;
UPDATE client_communications SET tenant_id = NULL;
UPDATE payments SET tenant_id = NULL;
UPDATE project_employees SET tenant_id = NULL;
UPDATE tasks SET tenant_id = NULL;
UPDATE projects SET tenant_id = NULL;
UPDATE quote_line_items SET tenant_id = NULL;
UPDATE quotes SET tenant_id = NULL;
UPDATE invoice_line_items SET tenant_id = NULL;
UPDATE invoices SET tenant_id = NULL;
UPDATE timesheets SET tenant_id = NULL;
UPDATE employees SET tenant_id = NULL;
UPDATE inventory_history SET tenant_id = NULL;
UPDATE inventory SET tenant_id = NULL;
UPDATE products_services SET tenant_id = NULL;
UPDATE clients SET tenant_id = NULL;
UPDATE profiles SET tenant_id = NULL;

-- Optionally delete default tenant (only if no data references it)
-- DELETE FROM tenants WHERE name = 'Autoch.at';

Next Steps​

After Phase 2 is validated in staging:

  1. Deploy to production (after backup)
  2. Proceed to Phase 3: RLS Rewrite
    • Create helper functions (current_tenant_id(), current_user_is_admin())
    • Replace RLS policies with tenant-scoped policies
    • Test tenant isolation

Files Created​

  • ✅ supabase/migrations/20251212194300_16_backfill_default_tenant.sql
  • ✅ docs/migrations/planning/phase2-validation-queries.sql
  • ✅ docs/migrations/phase2-implementation-summary.md (this file)