Introduces the sustainable backend replacement for the hardcoded inline rules in
admin-compliance/app/sdk/document-generator/templateRecommendations.ts.
What's in this commit (Phase 1.1 - 1.5 of the rustling-yawning-boot plan):
- Migration 147: 4 new tables
- compliance_template_rules (rule shell, document_type, current_version_id)
- compliance_template_rule_versions (lifecycle, JSONB conditions,
source_citation, change_summary, approval timestamps)
- compliance_template_rule_approvals (audit trail)
- compliance_tenant_rule_overrides (per-tenant classification overrides)
Plus partial unique index for "only one is_live=1 version per rule".
- SQLAlchemy models: TemplateRuleDB, TemplateRuleVersionDB,
TemplateRuleApprovalDB, TenantRuleOverrideDB (compliance/db/).
- Pydantic schemas (compliance/schemas/template_rule.py): full request/response
set including RecommendationRequest/Result with reasons and override tracking.
- TemplateRuleService (compliance/services/): CRUD + Lifecycle transitions
(submit_for_review/approve/publish/reject) following legal_document_service.py
pattern with _transition() helper and approval audit trail. Plus tenant
override upsert.
- RecommendationService: condition evaluator (eq, neq, in, not_in, gte/lte/gt/lt,
exists, truthy) over JSONB conditions, override application, reason generation
for human-readable explanations in workspace UI.
- 18 FastAPI routes in compliance/api/template_rule_routes.py covering rule CRUD,
version lifecycle, override management and POST /recommend evaluation endpoint.
- Seed data: 33 initial rules ported from templateRecommendations.ts in
compliance/data/template_rule_seed_data.py, written as published versions
on first seed run. Idempotent via rule_key.
Phase 1.6 (pytest suite) and Phase 2 (editorial UI in admin-compliance) follow
in separate commits.
[migration-approved]
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Benjamin Admin