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Phase 3 Implementation Summary

Status: ✅ Complete​

Phase 3 migration files have been created and successfully applied to the database.

Migration Files Created and Executed​

1. Migration 17: Create Tenant Helper Functions​

File: supabase/migrations/20251212195751_17_create_tenant_helper_functions.sql

  • Creates current_tenant_id() function

    • Returns the tenant_id of the current authenticated user
    • STABLE, SECURITY DEFINER
    • Grants EXECUTE to authenticated role

  • Creates current_user_is_admin() function

    • Returns true if current user has admin role
    • STABLE, SECURITY DEFINER
    • Grants EXECUTE to authenticated role

Status: ✅ Successfully applied to database

2. Migration 18: Update RLS Policies for Tenants​

File: supabase/migrations/20251212195752_18_update_rls_policies_for_tenants.sql

  • Updates RLS policies across 19 tables:
    1. profiles (2 new tenant-scoped policies, 2 kept)
    2. clients (4 new policies)
    3. products_services (4 new policies)
    4. inventory (2 new policies)
    5. inventory_history (2 new policies)
    6. employees (3 new policies, 2 kept)
    7. timesheets (2 new policies, 3 kept)
    8. invoices (4 new policies)
    9. invoice_line_items (3 new policies)
    10. quotes (4 new policies)
    11. quote_line_items (4 new policies)
    12. projects (4 new policies)
    13. tasks (4 new policies - includes special case for assigned employees)
    14. project_employees (2 new policies)
    15. payments (4 new policies)
    16. client_communications (4 new policies - allows employees to create)
    17. activity_logs (1 new policy, 2 kept)
    18. api_keys (1 new policy, 2 kept)
    19. webhooks (1 new policy, 3 kept)
    20. webhook_logs (0 changes - policy already tenant-safe)

Total: 110 DROP/CREATE POLICY statements File Size: 660 lines

Status: ✅ Successfully applied to database

Key Features​

  • Helper Functions: Make policies readable and maintainable
  • Tenant Isolation: All policies now enforce tenant boundaries
  • Role-Based Access: Admin permissions work within tenant scope
  • Special Cases Handled:
    • User-owned resources (api_keys, webhooks)
    • Employee self-service (timesheets, own employee data)
    • Task assignment (assigned employees can update tasks)
    • Client communications (employees can create)

Policies Kept (Already Tenant-Safe)​

The following policies were kept as-is because they already enforce proper access:

  • "Users can read own profile"
  • "Users can update own profile"
  • "Users can read own employee data"
  • "Users can update own employee data"
  • "Employees can read own timesheets"
  • "Employees can create own timesheets"
  • "Employees can update own timesheets"
  • "Users can read own activity logs"
  • "System can create activity logs"
  • "Users can read own API keys"
  • "Users can delete own API keys"
  • "Users can read own webhooks"
  • "Users can update own webhooks"
  • "Users can delete own webhooks"
  • "Users can read own webhook logs"

Validation​

Validation queries are available in: docs/migrations/planning/phase3-validation-queries.sql

Run these queries to verify:

  • Helper functions exist and have correct permissions
  • All old global policies were replaced
  • All new tenant-scoped policies exist
  • Policy structure uses helper functions correctly

Testing Requirements​

Note: These migrations have been applied. Manual testing should verify:

  1. Helper Functions:

    • Functions return correct values for authenticated users
    • Functions handle NULL cases gracefully

  2. Tenant Isolation:

    • Create two tenants with test users
    • Verify users can only see their tenant's data
    • Verify cross-tenant access is blocked

  3. Role Permissions:

    • Verify admins can create/update/delete within tenant
    • Verify employees can read within tenant
    • Verify view_only users can read within tenant
    • Verify employees cannot create/update/delete (except own timesheets)

  4. Application Testing:

    • Application queries should now be tenant-scoped automatically
    • INSERT operations must include tenant_id (RLS will enforce)
    • SELECT operations should only return tenant's data

Next Steps​

After Phase 3 validation:

  1. Proceed to Phase 4: Application Changes
    • Update TypeScript types to include tenant_id
    • Update AuthContext to expose tenantId
    • Update all service layer files to include tenant_id in INSERTs
    • Add tenant filtering to SELECT queries (optional but recommended)

Files Created​

  • ✅ supabase/migrations/20251212195751_17_create_tenant_helper_functions.sql
  • ✅ supabase/migrations/20251212195752_18_update_rls_policies_for_tenants.sql
  • ✅ docs/migrations/planning/phase3-validation-queries.sql
  • ✅ docs/migrations/phase3-implementation-summary.md (this file)

Migration Status​

Both migrations have been successfully applied to the Supabase database:

  • Migration 17: Helper functions created
  • Migration 18: All RLS policies updated

The database now enforces tenant isolation at the RLS level. All queries are automatically scoped to the user's tenant.