Initial commit: breakpilot-compliance - Compliance SDK Platform
Services: Admin-Compliance, Backend-Compliance, AI-Compliance-SDK, Consent-SDK, Developer-Portal, PCA-Platform, DSMS Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Benjamin Boenisch
267
ai-compliance-sdk/migrations/007_portfolio_schema.sql
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267
ai-compliance-sdk/migrations/007_portfolio_schema.sql
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-- ============================================================================
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-- Migration 007: Portfolio Schema
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-- AI Use Case Portfolio Management with Merge Support
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-- ============================================================================
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-- Portfolios table
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CREATE TABLE IF NOT EXISTS portfolios (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants(id) ON DELETE CASCADE,
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namespace_id UUID REFERENCES namespaces(id) ON DELETE SET NULL,
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-- Info
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name VARCHAR(255) NOT NULL,
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description TEXT,
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status VARCHAR(50) DEFAULT 'DRAFT', -- DRAFT, ACTIVE, REVIEW, APPROVED, ARCHIVED
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-- Organization
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department VARCHAR(255),
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business_unit VARCHAR(255),
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owner VARCHAR(255),
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owner_email VARCHAR(255),
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-- Aggregated metrics (computed)
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total_assessments INT DEFAULT 0,
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total_roadmaps INT DEFAULT 0,
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total_workshops INT DEFAULT 0,
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avg_risk_score DECIMAL(5,2) DEFAULT 0,
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high_risk_count INT DEFAULT 0,
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conditional_count INT DEFAULT 0,
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approved_count INT DEFAULT 0,
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compliance_score DECIMAL(5,2) DEFAULT 0, -- 0-100
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-- Settings (JSONB)
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settings JSONB DEFAULT '{}',
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-- Audit
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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created_by UUID NOT NULL,
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approved_at TIMESTAMPTZ,
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approved_by UUID
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);
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-- Portfolio items table (links portfolios to assessments, roadmaps, workshops)
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CREATE TABLE IF NOT EXISTS portfolio_items (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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portfolio_id UUID NOT NULL REFERENCES portfolios(id) ON DELETE CASCADE,
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item_type VARCHAR(50) NOT NULL, -- ASSESSMENT, ROADMAP, WORKSHOP, DOCUMENT
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item_id UUID NOT NULL,
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-- Cached info from the linked item
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title VARCHAR(500),
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status VARCHAR(50),
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risk_level VARCHAR(20),
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risk_score INT DEFAULT 0,
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feasibility VARCHAR(20),
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-- Ordering and categorization
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sort_order INT DEFAULT 0,
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tags JSONB DEFAULT '[]',
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notes TEXT,
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-- Audit
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added_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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added_by UUID NOT NULL,
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-- Unique constraint: item can only be in portfolio once
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UNIQUE(portfolio_id, item_id)
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);
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-- Portfolio activity log table
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CREATE TABLE IF NOT EXISTS portfolio_activity (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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portfolio_id UUID NOT NULL REFERENCES portfolios(id) ON DELETE CASCADE,
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-- Activity info
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timestamp TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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action VARCHAR(50) NOT NULL, -- added, removed, updated, merged, approved, submitted
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item_type VARCHAR(50),
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item_id UUID,
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item_title VARCHAR(500),
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user_id UUID NOT NULL,
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-- Additional details
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details JSONB
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);
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-- ============================================================================
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-- Indexes
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-- ============================================================================
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-- Portfolio indexes
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CREATE INDEX IF NOT EXISTS idx_portfolios_tenant ON portfolios(tenant_id);
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CREATE INDEX IF NOT EXISTS idx_portfolios_tenant_status ON portfolios(tenant_id, status);
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CREATE INDEX IF NOT EXISTS idx_portfolios_department ON portfolios(tenant_id, department) WHERE department IS NOT NULL;
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CREATE INDEX IF NOT EXISTS idx_portfolios_business_unit ON portfolios(tenant_id, business_unit) WHERE business_unit IS NOT NULL;
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CREATE INDEX IF NOT EXISTS idx_portfolios_owner ON portfolios(owner) WHERE owner IS NOT NULL;
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CREATE INDEX IF NOT EXISTS idx_portfolios_created_by ON portfolios(created_by);
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CREATE INDEX IF NOT EXISTS idx_portfolios_risk_score ON portfolios(avg_risk_score);
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-- Portfolio item indexes
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CREATE INDEX IF NOT EXISTS idx_portfolio_items_portfolio ON portfolio_items(portfolio_id);
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CREATE INDEX IF NOT EXISTS idx_portfolio_items_type ON portfolio_items(portfolio_id, item_type);
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CREATE INDEX IF NOT EXISTS idx_portfolio_items_item ON portfolio_items(item_id);
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CREATE INDEX IF NOT EXISTS idx_portfolio_items_risk ON portfolio_items(portfolio_id, risk_level);
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CREATE INDEX IF NOT EXISTS idx_portfolio_items_feasibility ON portfolio_items(portfolio_id, feasibility);
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CREATE INDEX IF NOT EXISTS idx_portfolio_items_sort ON portfolio_items(portfolio_id, sort_order);
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-- Activity indexes
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CREATE INDEX IF NOT EXISTS idx_portfolio_activity_portfolio ON portfolio_activity(portfolio_id);
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CREATE INDEX IF NOT EXISTS idx_portfolio_activity_timestamp ON portfolio_activity(portfolio_id, timestamp DESC);
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CREATE INDEX IF NOT EXISTS idx_portfolio_activity_user ON portfolio_activity(user_id);
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-- ============================================================================
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-- Triggers
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-- ============================================================================
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-- Reuse existing update_updated_at_column function
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-- Portfolios trigger
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DROP TRIGGER IF EXISTS update_portfolios_updated_at ON portfolios;
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CREATE TRIGGER update_portfolios_updated_at
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BEFORE UPDATE ON portfolios
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FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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-- ============================================================================
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-- Functions for Metrics Calculation
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-- ============================================================================
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-- Function to recalculate portfolio metrics
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CREATE OR REPLACE FUNCTION recalculate_portfolio_metrics(p_portfolio_id UUID)
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RETURNS VOID AS $$
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DECLARE
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v_total_assessments INT;
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v_total_roadmaps INT;
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v_total_workshops INT;
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v_avg_risk DECIMAL(5,2);
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v_high_risk INT;
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v_conditional INT;
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v_approved INT;
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v_compliance DECIMAL(5,2);
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BEGIN
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-- Count by type
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SELECT COUNT(*) INTO v_total_assessments
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id AND item_type = 'ASSESSMENT';
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SELECT COUNT(*) INTO v_total_roadmaps
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id AND item_type = 'ROADMAP';
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SELECT COUNT(*) INTO v_total_workshops
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id AND item_type = 'WORKSHOP';
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-- Calculate risk metrics
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SELECT COALESCE(AVG(risk_score), 0) INTO v_avg_risk
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id AND item_type = 'ASSESSMENT';
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SELECT COUNT(*) INTO v_high_risk
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id
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AND item_type = 'ASSESSMENT'
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AND risk_level IN ('HIGH', 'UNACCEPTABLE');
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SELECT COUNT(*) INTO v_conditional
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id
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AND item_type = 'ASSESSMENT'
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AND feasibility = 'CONDITIONAL';
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SELECT COUNT(*) INTO v_approved
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FROM portfolio_items
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WHERE portfolio_id = p_portfolio_id
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AND item_type = 'ASSESSMENT'
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AND feasibility = 'YES';
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-- Calculate compliance score
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IF v_total_assessments > 0 THEN
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v_compliance := (v_approved::DECIMAL / v_total_assessments) * 100;
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ELSE
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v_compliance := 0;
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END IF;
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-- Update portfolio
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UPDATE portfolios SET
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total_assessments = v_total_assessments,
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total_roadmaps = v_total_roadmaps,
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total_workshops = v_total_workshops,
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avg_risk_score = v_avg_risk,
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high_risk_count = v_high_risk,
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conditional_count = v_conditional,
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approved_count = v_approved,
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compliance_score = v_compliance,
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updated_at = NOW()
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WHERE id = p_portfolio_id;
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END;
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$$ LANGUAGE plpgsql;
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-- Trigger function to auto-update metrics on item changes
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CREATE OR REPLACE FUNCTION portfolio_items_metrics_trigger()
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RETURNS TRIGGER AS $$
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BEGIN
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IF TG_OP = 'DELETE' THEN
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PERFORM recalculate_portfolio_metrics(OLD.portfolio_id);
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RETURN OLD;
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ELSE
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PERFORM recalculate_portfolio_metrics(NEW.portfolio_id);
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RETURN NEW;
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END IF;
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END;
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$$ LANGUAGE plpgsql;
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-- Trigger for auto metrics update
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DROP TRIGGER IF EXISTS trg_portfolio_items_metrics ON portfolio_items;
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CREATE TRIGGER trg_portfolio_items_metrics
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AFTER INSERT OR UPDATE OR DELETE ON portfolio_items
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FOR EACH ROW EXECUTE FUNCTION portfolio_items_metrics_trigger();
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-- ============================================================================
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-- Views
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-- ============================================================================
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-- View for portfolio summary with counts
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CREATE OR REPLACE VIEW portfolio_summary_view AS
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SELECT
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p.id,
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p.tenant_id,
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p.name,
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p.description,
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p.status,
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p.department,
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p.business_unit,
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p.owner,
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p.total_assessments,
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p.total_roadmaps,
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p.total_workshops,
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p.avg_risk_score,
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p.high_risk_count,
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p.conditional_count,
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p.approved_count,
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p.compliance_score,
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p.created_at,
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p.updated_at,
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(p.total_assessments + p.total_roadmaps + p.total_workshops) as total_items,
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CASE
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WHEN p.high_risk_count > 0 THEN 'CRITICAL'
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WHEN p.conditional_count > p.approved_count THEN 'WARNING'
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ELSE 'GOOD'
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END as health_status
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FROM portfolios p;
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-- ============================================================================
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-- Comments
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-- ============================================================================
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COMMENT ON TABLE portfolios IS 'AI use case portfolios for grouping and managing multiple assessments';
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COMMENT ON TABLE portfolio_items IS 'Items linked to portfolios (assessments, roadmaps, workshops)';
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COMMENT ON TABLE portfolio_activity IS 'Activity log for portfolio changes';
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COMMENT ON COLUMN portfolios.compliance_score IS 'Percentage of assessments with YES feasibility (0-100)';
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COMMENT ON COLUMN portfolios.avg_risk_score IS 'Average risk score across all assessments in portfolio';
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COMMENT ON COLUMN portfolio_items.item_type IS 'Type of linked item: ASSESSMENT, ROADMAP, WORKSHOP, DOCUMENT';
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COMMENT ON COLUMN portfolio_items.sort_order IS 'Custom ordering within the portfolio';
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COMMENT ON FUNCTION recalculate_portfolio_metrics(UUID) IS 'Recalculates aggregated metrics for a portfolio';
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