fix(docs): update to latest code and functionnalities
This commit is contained in:
+69
-56
@@ -22,7 +22,7 @@ pgmorbac is built on these principles:
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1. **Pure PostgreSQL**: No external dependencies
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2. **Schema Isolation**: All objects in `morbac` schema
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3. **Default Deny**: No permission = access denied
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4. **Prohibition Precedence**: Prohibitions checked first, always override permissions
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4. **Prohibition Precedence**: Prohibitions override permissions at equal or unset priority; a permission with strictly higher priority wins
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5. **Organization-Centric**: All policies scoped to organizations
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6. **Multi-Tenant Native**: Users and resources can span organizations
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@@ -39,16 +39,19 @@ flowchart TD
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D --> G
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E --> G
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F --> G
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G --> H{Check Prohibitions}
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H -->|Found| I[DENY]
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H -->|Not Found| J{Check Permissions}
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J -->|Found| K[ALLOW]
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J -->|Not Found| L[DENY - Default]
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G --> H[Find Highest-Priority Prohibition]
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G --> I[Find Highest-Priority Permission]
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H --> J{Compare Priorities}
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I --> J
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J -->|Permission priority > Prohibition priority| K[ALLOW]
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J -->|Prohibition exists, no higher-priority permission| L[DENY]
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J -->|No prohibition, permission found| K
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J -->|Neither found| M[DENY - Default]
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```
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### Performance Optimizations
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**Prohibition-first checking:** Prohibitions are checked before permissions for early exit on denial.
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**Priority-based evaluation:** Both prohibitions and permissions are evaluated; the higher-priority rule wins. At equal or unset priority, prohibition overrides permission.
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**Indexed foreign keys:** All foreign key relationships have indexes for fast joins.
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@@ -102,11 +105,11 @@ erDiagram
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**morbac.activities**: Abstract actions (global scope). Text primary key. Examples: `read`, `write`, `delete`, `approve`.
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**morbac.activity_hierarchy**: Activity inheritance via `(parent_activity, child_activity)`. Permission to parent grants child activities.
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**morbac.activity_hierarchy**: Activity inheritance via `(senior_activity, junior_activity)`. Permission on a senior activity also grants junior activities.
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**morbac.views**: Abstract object categories (global scope). Text primary key. Examples: `documents`, `reports`, `financial_data`.
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**morbac.view_hierarchy**: View inheritance via `(parent_view, child_view)`. Access to parent grants child views.
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**morbac.view_hierarchy**: View inheritance via `(senior_view, junior_view)`. Access on a senior view also grants junior views.
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**morbac.contexts**: Contextual conditions as callable predicates. Column `evaluator` (REGPROC) references a function returning BOOLEAN (preferably STABLE). Built-in context `always` returns true.
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@@ -121,10 +124,10 @@ erDiagram
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Temporal role delegation with time bounds.
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**Key columns:**
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- `delegator_user_id`: User granting the role
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- `delegate_user_id`: User receiving the role
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- `delegator_id`: User granting the role
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- `delegatee_id`: User receiving the role
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- `role_id`, `org_id`: Role being delegated
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- `valid_from`, `valid_until`: Time window (NULL = indefinite)
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- `valid_from`, `valid_until`: Time window
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**Behavior:** Automatically included in `get_comprehensive_roles()` when active.
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@@ -143,7 +146,7 @@ Explicit role prohibitions with highest precedence.
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Separation of Duty constraints enforce mutually exclusive roles.
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**Key columns:**
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- `role1_id`, `role2_id`: Conflicting role pair
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- `role_a_id`, `role_b_id`: Conflicting role pair
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- `org_id`: Organization scope
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- `description`: Explanation of conflict
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@@ -154,8 +157,8 @@ Separation of Duty constraints enforce mutually exclusive roles.
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Constrains the number of users per role.
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**Key columns:**
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- `role_id`, `org_id`: Role to constrain
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- `min_users`: Minimum required users (default 0)
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- `role_id`: Role to constrain (primary key)
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- `min_users`: Minimum required users (NULL = no minimum)
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- `max_users`: Maximum allowed users (NULL = unlimited)
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**Behavior:** Validated via `check_cardinality_violation()` before role assignment.
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@@ -165,11 +168,11 @@ Constrains the number of users per role.
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Dynamically computed roles via custom functions.
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**Key columns:**
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- `role_id`, `org_id`: Role to compute
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- `evaluator`: Function returning `TABLE(user_id UUID, org_id UUID)`
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- `role_id`: Role to compute (primary key)
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- `condition_evaluator`: Function `f(user_id UUID, org_id UUID) RETURNS BOOLEAN`
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- `description`: Explanation of computation logic
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**Behavior:** Function is called at runtime to determine role membership. Included in `get_comprehensive_roles()`.
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**Behavior:** Function is called at runtime to determine if a user has the role. Included in `get_comprehensive_roles()`.
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**morbac.cross_org_rules**
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@@ -179,6 +182,7 @@ Inter-organizational access policies.
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- `source_org_id`: Organization where role is held
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- `target_org_id`: Organization where access is granted
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- `role_id`, `activity`, `view`: Policy specification
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- `context_id`: Contextual condition
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- `modality`: Permission or prohibition
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**Behavior:** Allows roles in source organization to access resources in target organization.
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@@ -189,9 +193,9 @@ Administration meta-policies for delegated management.
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**Key columns:**
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- `org_id`, `role_id`: Role receiving admin capabilities
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- `can_manage_policies`: Can create/modify policies
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- `can_manage_roles`: Can create/modify roles
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- `can_manage_users`: Can assign/revoke user roles
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- `admin_activity`: Admin action (e.g., `create_rule`, `assign_role`, `delete_rule`)
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- `admin_target`: What can be administered (e.g., `rules`, `roles`, `users`)
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- `context_id`, `modality`: Context condition and permission/prohibition
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**Behavior:** Enables organization-scoped administrators without database superuser privileges.
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@@ -201,8 +205,8 @@ Administration meta-policies for delegated management.
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Multi-OrBAC implements four modalities:
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1. **Permission**: Allows action (if no prohibition)
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2. **Prohibition**: Denies action (always wins)
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1. **Permission**: Allows action (if no higher-or-equal-priority prohibition)
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2. **Prohibition**: Denies action (wins at equal or unset priority; loses to higher-priority permission)
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3. **Obligation**: Must be done (informational only)
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4. **Recommendation**: Should be done (informational only)
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@@ -212,11 +216,14 @@ Only permissions and prohibitions affect `is_allowed()` decisions.
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```mermaid
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flowchart LR
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A[Check Rule] --> B{Prohibition?}
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B -->|Yes| C[DENY]
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B -->|No| D{Permission?}
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A[Applicable Rules] --> B[Highest-Priority Prohibition]
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A --> C[Highest-Priority Permission]
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B --> D{Permission priority\n> Prohibition priority?}
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C --> D
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D -->|Yes| E[ALLOW]
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D -->|No| F[DENY]
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D -->|No, prohibition exists| F[DENY]
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D -->|No prohibition, permission exists| E
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D -->|Neither| G[DENY - Default]
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```
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**Obligations and Recommendations**
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@@ -438,7 +445,7 @@ Alice delegates her approver role to Bob for one week:
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```sql
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INSERT INTO morbac.delegations (
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delegator_user_id, delegate_user_id, role_id, org_id, valid_until
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delegator_id, delegatee_id, role_id, org_id, valid_until
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) VALUES (
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alice_id, bob_id, approver_role_id, org_id, NOW() + INTERVAL '7 days'
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);
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@@ -473,12 +480,12 @@ The same person cannot both create and approve invoices:
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```sql
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-- Define the conflict
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INSERT INTO morbac.sod_conflicts (role1_id, role2_id, org_id, description)
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INSERT INTO morbac.sod_conflicts (role_a_id, role_b_id, org_id, description)
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VALUES (creator_role_id, approver_role_id, org_id, 'Cannot create and approve');
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-- Check before assigning approver role to Alice (who is already a creator)
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SELECT morbac.check_sod_violation(alice_id, org_id);
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-- Returns: ['invoice_creator', 'invoice_approver'] if conflict would occur
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SELECT morbac.check_sod_violation(alice_id, approver_role_id, org_id);
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-- Returns: TRUE if conflict would occur, FALSE if safe to assign
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```
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### Cardinality Constraints
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@@ -490,11 +497,12 @@ Enforce minimum and maximum users per role.
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Require 2-5 administrators at all times:
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```sql
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INSERT INTO morbac.role_cardinality (role_id, org_id, min_users, max_users)
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VALUES (admin_role_id, org_id, 2, 5);
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INSERT INTO morbac.role_cardinality (role_id, min_users, max_users)
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VALUES (admin_role_id, 2, 5);
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-- Check before adding/removing admins
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SELECT morbac.check_cardinality_violation(admin_role_id, org_id);
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-- Check before adding an admin (pass FALSE when removing)
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SELECT morbac.check_cardinality_violation(admin_role_id); -- adding (default)
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SELECT morbac.check_cardinality_violation(admin_role_id, FALSE); -- removing
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-- Returns: error message if would violate constraint, NULL if valid
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```
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@@ -534,14 +542,17 @@ Roles computed dynamically from application data.
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Automatically grant project_lead role to users leading projects:
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```sql
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-- Function returns users who are project leaders
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CREATE FUNCTION morbac.eval_project_leads()
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RETURNS TABLE(user_id UUID, org_id UUID) STABLE AS $$
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SELECT lead_user_id, org_id FROM app.projects WHERE lead_user_id IS NOT NULL;
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-- Function returns TRUE if user is a project leader in the given org
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CREATE FUNCTION morbac.eval_project_lead(p_user_id UUID, p_org_id UUID)
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RETURNS BOOLEAN STABLE AS $$
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SELECT EXISTS(
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SELECT 1 FROM app.projects
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WHERE lead_user_id = p_user_id AND org_id = p_org_id
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);
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$$ LANGUAGE SQL;
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INSERT INTO morbac.derived_roles (role_id, org_id, evaluator)
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VALUES (project_lead_role_id, org_id, 'morbac.eval_project_leads'::regproc);
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INSERT INTO morbac.derived_roles (role_id, condition_evaluator)
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VALUES (project_lead_role_id, 'morbac.eval_project_lead'::regproc);
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-- Users automatically get project_lead permissions when they lead a project
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```
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@@ -556,9 +567,10 @@ Global auditors can review subsidiary financial data:
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```sql
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INSERT INTO morbac.cross_org_rules (
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source_org_id, target_org_id, role_id, activity, view, modality
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source_org_id, target_org_id, role_id, activity, view, context_id, modality
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) VALUES (
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global_hq_id, subsidiary_id, auditor_role_id, 'read', 'financials', 'permission'
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global_hq_id, subsidiary_id, auditor_role_id, 'read', 'financials',
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(SELECT id FROM morbac.contexts WHERE name = 'always'), 'permission'
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);
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-- Auditor from Global HQ can now access Subsidiary data
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@@ -574,12 +586,13 @@ Delegate administrative capabilities to specific roles.
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HR can assign users to roles without being a superuser:
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```sql
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-- Grant HR the ability to manage user role assignments
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INSERT INTO morbac.admin_rules (org_id, role_id, can_manage_users)
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VALUES (org_id, hr_manager_role_id, true);
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-- Grant HR the ability to assign roles
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INSERT INTO morbac.admin_rules (org_id, role_id, admin_activity, admin_target, context_id, modality)
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VALUES (org_id, hr_manager_role_id, 'assign_role', 'roles',
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(SELECT id FROM morbac.contexts WHERE name = 'always'), 'permission');
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-- Check if HR user can assign roles
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SELECT morbac.is_admin_allowed(hr_user_id, org_id, 'manage_users'); -- TRUE
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SELECT morbac.is_admin_allowed(hr_user_id, org_id, 'assign_role', 'roles'); -- TRUE
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```
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### Temporal Constraints
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@@ -616,7 +629,7 @@ morbac.audit_log (
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old_data JSONB, -- Record state before change (UPDATE/DELETE)
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new_data JSONB, -- Record state after change (INSERT/UPDATE)
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changed_fields TEXT[], -- List of modified columns (UPDATE)
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session_user TEXT, -- PostgreSQL session user
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session_username TEXT, -- PostgreSQL session user
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client_addr INET, -- Client IP address
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application_name TEXT, -- Application name from connection
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metadata JSONB -- Additional custom metadata
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@@ -648,7 +661,7 @@ SELECT morbac.disable_audit('user_roles');
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SELECT
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timestamp,
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operation,
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session_user,
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session_username,
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old_data->>'role_id' AS old_role,
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new_data->>'role_id' AS new_role
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FROM morbac.audit_log
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@@ -698,7 +711,7 @@ SELECT morbac.is_allowed(user_uuid, org_uuid, 'read', 'documents');
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**`get_comprehensive_roles(user_id, org_id)`**: Returns all roles for user (direct, delegated, derived, hierarchy, minus negative assignments).
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**`get_effective_roles(user_id, org_id)`**: Alias for `get_comprehensive_roles()`.
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**`get_effective_roles(user_id, org_id)`**: Returns direct + role-hierarchy roles only (no delegations or derived roles). Use `get_comprehensive_roles()` for full resolution.
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### Hierarchy Functions
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@@ -721,17 +734,17 @@ SELECT * FROM morbac.get_org_scope(org_uuid, 'subtree', 2);
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### Validation Functions
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**`check_sod_violation(user_id, org_id)`**: Returns empty array if valid, or array of conflicting role name pairs if violations exist.
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**`check_sod_violation(user_id, role_id, org_id)`**: Returns TRUE if assigning `role_id` to `user_id` would violate a Separation of Duty constraint, FALSE otherwise.
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**`check_cardinality_violation(role_id, org_id)`**: Returns error message if constraint violated, NULL if valid.
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**`check_cardinality_violation(role_id, adding?)`**: Returns error message if adding/removing a user would violate cardinality constraints, NULL if valid. `adding` defaults to TRUE.
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**`detect_rule_conflicts(org_id, role_id, activity, view, context_id, modality, exclude_id?)`**: Returns rows describing rules that directly conflict with the given tuple due to modality precedence. `exclude_id` is used on UPDATE to skip the rule being modified. Also fires automatically as a non-blocking trigger warning on every INSERT or UPDATE to `morbac.rules`.
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### Administration Functions
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**`is_admin_allowed(user_id, org_id, capability)`**: Check administrative permissions. Capabilities: `manage_policies`, `manage_roles`, `manage_users`.
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**`is_admin_allowed(user_id, org_id, admin_activity, admin_target)`**: Check if user has administrative permission for the given activity/target combination.
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**`eval_derived_role(user_id, org_id, derived_role_id)`**: Evaluate if user has derived role.
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**`eval_derived_role(evaluator, user_id, org_id)`**: Evaluate a derived role condition function (REGPROC). Returns BOOLEAN.
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### Context Functions
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@@ -854,7 +867,7 @@ CREATE POLICY doc_access ON app.documents FOR SELECT USING (
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### Optimization Strategies
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Prohibition-first checking provides early exit on denial for both security and performance.
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Priority-based evaluation compares the best prohibition and best permission in a single pass.
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For large hierarchies, use materialized views:
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@@ -953,7 +966,7 @@ SELECT EXISTS(
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| Aspect | Traditional RBAC | Multi-OrBAC (pgmorbac) |
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|--------|-----------------|-------------------------|
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| **Multi-tenancy** | Single tenant or complex workarounds | Native multi-organization |
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| **Prohibition** | No standard support | First-class, always wins |
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| **Prohibition** | No standard support | First-class, wins at equal or unset priority |
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| **Context** | Static permissions | Dynamic, condition-based |
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| **Hierarchy** | Basic (roles only) | Full (orgs, roles, activities, views) |
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| **Delegation** | Manual implementation | Native temporal delegation |
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