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POLICY SERVICE - ROW-LEVEL SECURITY (RLS) IMPLEMENTATION COMPLETE
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Location: /mnt/data-disk1/archie-platform-v3-worktrees/policy-service-impl/services/policy-service/migrations/

Files Created:
1. rls_policies.sql (41KB, 1,199 lines) - Complete RLS migration
2. RLS_POLICIES_SUMMARY.md (8.9KB) - Comprehensive documentation

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IMPLEMENTATION SUMMARY
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Total RLS Policies Created: 61 policies
Tables Protected: 9 tables
Roles Supported: 5 roles (super_admin, admin, agent, customer, readonly)

Policy Breakdown by Role:
- super_admin: 9 policies (ALL operations, all organizations)
- admin: 9 policies (ALL operations, own organization)
- agent: 26 policies (CRUD for assigned customers)
- customer: 8 policies (SELECT only, own policies)
- readonly: 9 policies (SELECT only, own organization)

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KEY FEATURES IMPLEMENTED
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✓ Multi-tenant isolation by organization_id
✓ Role-based access control (RBAC)
✓ Soft delete handling (deleted_at IS NULL)
✓ Agent-customer assignment validation
✓ Cascading access control (child tables inherit policy access)
✓ Comprehensive comments on all policies
✓ Performance-optimized EXISTS subqueries
✓ Service role bypass support

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SECURITY FEATURES
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1. Organization Isolation
   - All policies filter by organization_id
   - Cross-organization access prevented at database level

2. Soft Delete Protection
   - Regular users: Cannot see deleted_at IS NOT NULL records
   - Admins/Super Admins: Can view soft-deleted records

3. Agent Assignment Validation
   - Agents can only access policies for assigned customers
   - Requires active record in agent_customer_assignments table
   - Assignment validated on every query

4. Customer Self-Service
   - Customers can only view their own policies (customer_id match)
   - No write access for customers
   - Limited audit log visibility (view/export/print events only)

5. Audit Trail Preservation
   - policy_audit_log uses SET NULL on policy deletion
   - All operations logged with actor_id and actor_role
   - Complete change tracking with old_values and new_values

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TABLES WITH RLS ENABLED
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1. policies (8 policies)
   - Core insurance policies table
   - SELECT, INSERT, UPDATE, DELETE policies per role

2. policy_versions (5 policies)
   - Version history and audit trail
   - SELECT only for most roles (system-managed)

3. policy_documents (8 policies)
   - Document attachments (contracts, certificates)
   - Full CRUD for authorized roles

4. policy_endorsements (8 policies)
   - Mid-term policy changes
   - Full CRUD for authorized roles

5. policy_claims (8 policies)
   - Insurance claims against policies
   - Full CRUD for authorized roles

6. policy_beneficiaries (8 policies)
   - Policy beneficiaries (life insurance)
   - Full CRUD for authorized roles

7. policy_audit_log (5 policies)
   - Comprehensive audit logging
   - SELECT only (system-managed inserts)

8. policy_events (4 policies)
   - Event sourcing/outbox pattern
   - Admin full access, others SELECT only
   - Customers have no access (system events)

9. policy_tags (7 policies)
   - Normalized policy tags
   - INSERT/DELETE (no UPDATE on composite key)

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GHERKIN TEST SCENARIOS COVERED (from Database Spec)
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✓ Super admin can access all policies across all organizations
✓ Admin can only access organization policies
✓ Agent can only access assigned customer policies
✓ Customer can only access own policies
✓ Agent from different organization has no access
✓ Soft-deleted policies hidden from regular users
✓ Admin can see soft-deleted policies
✓ Agent cannot insert policy for unassigned customer
✓ Customer cannot insert policies
✓ Customer cannot update policies
✓ Agent can update assigned customer policy

Total: 11+ scenarios covered by RLS implementation

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POLICY MATRIX (Operations by Role)
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Table                | super_admin | admin | agent      | customer | readonly
---------------------|-------------|-------|------------|----------|----------
policies             | ALL         | ALL   | S/I/U/D    | S        | S
policy_versions      | ALL         | ALL   | S          | S        | S
policy_documents     | ALL         | ALL   | S/I/U/D    | S        | S
policy_endorsements  | ALL         | ALL   | S/I/U/D    | S        | S
policy_claims        | ALL         | ALL   | S/I/U/D    | S        | S
policy_beneficiaries | ALL         | ALL   | S/I/U/D    | S        | S
policy_audit_log     | ALL         | S     | S          | S*       | S
policy_events        | ALL         | ALL   | S          | -        | S
policy_tags          | ALL         | ALL   | S/I/D      | S        | S

Legend: ALL = all operations, S = SELECT, I = INSERT, U = UPDATE, D = DELETE
* Customer audit log limited to view/export/print events only

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USAGE INSTRUCTIONS
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1. Apply Migration:
   psql $DATABASE_URL -f services/policy-service/migrations/rls_policies.sql

2. Verify RLS Enabled:
   SELECT tablename, rowsecurity FROM pg_tables WHERE schemaname = 'policy_service';

3. List All Policies:
   SELECT schemaname, tablename, policyname, cmd FROM pg_policies 
   WHERE schemaname = 'policy_service' ORDER BY tablename, policyname;

4. Test Policy Enforcement:
   -- Set user context
   SET request.jwt.claims.sub TO 'user_id_here';
   
   -- Run test queries
   SELECT * FROM policy_service.policies;

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DEPENDENCIES
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Required Tables (in public schema):
✓ public.users (id, role, organization_id)
✓ public.organizations (id)
✓ public.customers (id)
✓ public.agent_customer_assignments (agent_id, customer_id, is_active)

Required Indexes:
✓ users(id, role, organization_id)
✓ agent_customer_assignments(agent_id, customer_id, is_active)
✓ policies(organization_id, customer_id)

Authentication:
✓ Supabase auth.uid() function
✓ JWT-based authentication with user_id in token

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NEXT STEPS
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1. ✓ RLS policies created and documented
2. ⬜ Run database migration on development environment
3. ⬜ Create RLS integration tests
4. ⬜ Validate all Gherkin scenarios with pytest
5. ⬜ Performance test with 1M+ records
6. ⬜ Deploy to staging environment
7. ⬜ Run security audit and penetration testing
8. ⬜ Deploy to production

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FILES REFERENCE
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Migration File:
/mnt/data-disk1/archie-platform-v3-worktrees/policy-service-impl/services/policy-service/migrations/rls_policies.sql

Documentation:
/mnt/data-disk1/archie-platform-v3-worktrees/policy-service-impl/services/policy-service/migrations/RLS_POLICIES_SUMMARY.md

Database Spec:
/mnt/data-disk1/archie-platform-v3-worktrees/policy-service-impl/docs/specifications/POLICY_SERVICE_DATABASE_SPEC.md

Models:
/mnt/data-disk1/archie-platform-v3-worktrees/policy-service-impl/services/policy-service/models.py

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