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feat(onboarding): add onboarding_steps table migration#1772

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feat(onboarding): add onboarding_steps table migration#1772
ToriChanIntegration wants to merge 13 commits into
Cap-go:mainfrom
ToriChanIntegration:feat/onboarding-migration-clean

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@ToriChanIntegration ToriChanIntegration commented Mar 10, 2026

Summary

  • Adds onboarding_steps table to track CLI/web/demo onboarding progress per org in the database, replacing CLI temp files
  • UUID PK, org_id FK with cascade delete, nullable app_id (set once CLI creates an app), source column (cli/web/demo), step_done/total_steps with CHECK constraints, step_payload JSONB for per-step metadata
  • moddatetime trigger for updated_at, RLS via check_min_rights + get_identity_org_allowed/get_identity_org_appid, grants to service_role and postgres
  • Seed data for Demo org (completed CLI session)
  • Regenerated Supabase type definitions

Supersedes #1769 (which contained unrelated UI changes).

Test plan

  • bun run supabase:db:reset completes without error
  • bun types regenerates clean types matching committed files
  • RLS: org member with read key can SELECT; member with write key can INSERT/UPDATE; member of another org cannot access
  • Seed data row exists for Demo org after supabase:db:reset

🤖 Generated with Claude Code

Summary by CodeRabbit

  • New Features
    • Organizations can enable and manage Single Sign-On (SSO) with provider records and domain verification.
    • Domain-wide SSO check to detect configured SSO for a domain.
    • Onboarding progress tracking to monitor setup steps and completion.
    • Org records now include an SSO-enabled flag to reflect SSO status.

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coderabbitai Bot commented Mar 10, 2026

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📝 Walkthrough

Walkthrough

Adds SSO support and onboarding tracking: new onboarding_steps and sso_providers tables, sso_enabled on orgs, a check_domain_sso function, updated TypeScript types, a migration, and a seed row for a completed demo onboarding step.

Changes

Cohort / File(s) Summary
Type definitions
src/types/supabase.types.ts, supabase/functions/_backend/utils/supabase.types.ts
Added onboarding_steps and sso_providers Tables with Row/Insert/Update/Relationships; added sso_enabled to orgs Row/Insert/Update; added check_domain_sso function signature; updated get_orgs_v7 return shapes to include sso_enabled.
Database migration
supabase/migrations/20260310104401_add_onboarding_steps.sql
Creates public.onboarding_steps with UUID PK, FKs to orgs/apps/users, progress and source check constraints, indexes, updated_at trigger, ROW LEVEL SECURITY and SELECT/INSERT/UPDATE/DELETE policies, and grants to standard roles.
Seed data
supabase/seed.sql
Inserts a completed CLI onboarding_steps row for the Demo org (org_id '046a36ac-...', source='cli', step_done=13, total_steps=13, JSON payload, completed_at=now()).

Sequence Diagram(s)

sequenceDiagram
    participant Client
    participant Func as check_domain_sso
    participant DB as Supabase_DB

    Client->>Func: call check_domain_sso(p_domain)
    Func->>DB: SELECT from public.sso_providers WHERE domain = p_domain
    DB-->>Func: rows (provider_id, org_id, status, enforce_sso...)
    Func-->>Client: [{has_sso, org_id, provider_id}, ...]
Loading

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~45 minutes

Poem

🐰 I hopped through schema fields and bound each little key,

Laid steps for onboarding and a domain for SSO to see.
I nudged the types and migration, planted demo lore,
Timestamps ticking, policies quick — the database now roars.

🚥 Pre-merge checks | ✅ 3
✅ Passed checks (3 passed)
Check name Status Explanation
Title check ✅ Passed The title accurately reflects the primary change: adding the onboarding_steps table migration, which is the main objective of this PR.
Description check ✅ Passed The PR description includes a comprehensive Summary section, detailed Test plan with checkboxes, and addresses the template structure, though Screenshots section is omitted (acceptable for backend changes) and Checklist items are present.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

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  • Create PR with unit tests
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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@supabase/migrations/20260310104401_add_onboarding_steps.sql`:
- Line 11: Add a foreign-key constraint on the onboarding_steps.app_id column so
populated values must reference apps.app_id; update the CREATE TABLE / ALTER
TABLE that defines app_id to include a FK referencing apps(app_id) (matching the
approach used by app_versions/channel_devices/channels), and choose the same
delete behavior used elsewhere (e.g., ON DELETE SET NULL or RESTRICT) to prevent
orphaned references while keeping the column nullable.

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📒 Files selected for processing (4)
  • src/types/supabase.types.ts
  • supabase/functions/_backend/utils/supabase.types.ts
  • supabase/migrations/20260310104401_add_onboarding_steps.sql
  • supabase/seed.sql

Comment thread supabase/migrations/20260310104401_add_onboarding_steps.sql Outdated
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CodeRabbit feedback addressed (commit ec94a434):

  • Added FK constraint on app_id referencing public.apps(app_id) ON DELETE SET NULL — NULL values are still allowed (app is created at step 2 of 13), and if an app is later deleted the session row is preserved with app_id cleared rather than cascading delete.

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@supabase/migrations/20260310104401_add_onboarding_steps.sql`:
- Around line 41-168: Add a DELETE row-level security policy for
onboarding_steps mirroring the INSERT/UPDATE policies: create a policy named
"Allow org members to delete onboarding_steps" FOR DELETE TO authenticated, anon
that uses the same CASE which calls public.check_min_rights with
'write'::public.user_min_right and either
public.get_identity_org_appid('{write,all}'::public.key_mode [], org_id, app_id)
when app_id IS NOT NULL or
public.get_identity_org_allowed('{write,all}'::public.key_mode [], org_id) when
app_id IS NULL, returning that expression in the USING clause so write-access
org members can delete rows.

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  • supabase/migrations/20260310104401_add_onboarding_steps.sql

Comment thread supabase/migrations/20260310104401_add_onboarding_steps.sql
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Pull request overview

This PR adds a new onboarding_steps PostgreSQL table to track CLI/web/demo onboarding progress per organization, replacing CLI-local temp files. The migration is a clean table-only addition with no impact on existing tables. The regenerated Supabase type definitions also pick up previously un-regenerated SSO-related schema changes from earlier migrations.

Changes:

  • New onboarding_steps table with UUID PK, org/app FKs, source check constraint, step progress tracking, JSONB metadata, RLS policies, and moddatetime trigger
  • Seed data for Demo org with a completed CLI onboarding session
  • Regenerated TypeScript type definitions for both frontend and backend (includes previously uncommitted SSO types)

Reviewed changes

Copilot reviewed 4 out of 4 changed files in this pull request and generated 1 comment.

File Description
supabase/migrations/20260310104401_add_onboarding_steps.sql New migration creating the onboarding_steps table with indexes, trigger, RLS policies, and grants
supabase/seed.sql Adds seed row for Demo org's completed CLI onboarding session
src/types/supabase.types.ts Regenerated frontend Supabase types (onboarding_steps + SSO catch-up)
supabase/functions/_backend/utils/supabase.types.ts Regenerated backend Supabase types (onboarding_steps + SSO catch-up)

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-- =============================================================================
-- 5) Grants
-- =============================================================================
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The migration defines RLS policies TO authenticated, anon (lines 48, 81, 114), but the grants at the bottom only include service_role and postgres. Without GRANT ALL ON TABLE public.onboarding_steps TO anon; and GRANT ALL ON TABLE public.onboarding_steps TO authenticated;, the anon and authenticated roles will be denied at the table-level permission check before RLS policies are even evaluated. This means the CLI (which uses the Supabase SDK with an anon/authenticated session) will be unable to read, insert, or update onboarding_steps.

Add grants for anon and authenticated roles, consistent with other tables like apps (base.sql:6417-6421) and sso_providers (20260223000001:129-131).

Suggested change
-- =============================================================================
-- =============================================================================
GRANT ALL ON TABLE public.onboarding_steps TO anon;
GRANT ALL ON TABLE public.onboarding_steps TO authenticated;

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Fixed in commit 848eb01. Added GRANT ALL ON TABLE public.onboarding_steps TO anon; and GRANT ALL ON TABLE public.onboarding_steps TO authenticated; above the existing service_role and postgres grants — consistent with apps and sso_providers patterns.

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Confirmed fixed in commit 848eb01. GRANT ALL ON TABLE public.onboarding_steps TO anon; and GRANT ALL ON TABLE public.onboarding_steps TO authenticated; were added above service_role/postgres grants.

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This is already fixed in commit 848eb01. Lines 139–140 of the migration now read:

GRANT ALL ON TABLE public.onboarding_steps TO anon;
GRANT ALL ON TABLE public.onboarding_steps TO authenticated;
GRANT ALL ON TABLE public.onboarding_steps TO service_role;
GRANT ALL ON TABLE public.onboarding_steps TO postgres;

The anon and authenticated grants are in place, consistent with the apps and sso_providers patterns.

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This was fixed in commit 848eb01. Lines 139–142 of the migration now include all four grants:

GRANT ALL ON TABLE public.onboarding_steps TO anon;
GRANT ALL ON TABLE public.onboarding_steps TO authenticated;
GRANT ALL ON TABLE public.onboarding_steps TO service_role;
GRANT ALL ON TABLE public.onboarding_steps TO postgres;

The anon and authenticated roles are in place, consistent with apps and sso_providers patterns.

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@supabase/migrations/20260310104401_add_onboarding_steps.sql`:
- Around line 14-22: The CHECK constraint onboarding_steps_progress_check
currently allows values >13; update its expression in the migration to also
enforce the documented 13-step cap by adding total_steps <= 13 and step_done <=
13 (while keeping the existing checks step_done >= 0, total_steps >= 1, and
step_done <= total_steps) so the constraint reads something like: step_done >= 0
AND total_steps >= 1 AND total_steps <= 13 AND step_done <= total_steps AND
step_done <= 13.
- Around line 45-201: The RLS policies on onboarding_steps use
public.get_identity_org_allowed(...) in the ELSE branches which widens access;
replace every use of public.get_identity_org_allowed(...) with
public.get_identity_org_appid(..., org_id, app_id) so the app-aware identity
path is always used; update all occurrences inside the
SELECT/INSERT/UPDATE/DELETE policies (both USING and WITH CHECK clauses) where
public.check_min_rights(...) currently receives get_identity_org_allowed to
instead receive public.get_identity_org_appid with the same key_mode array and
org_id/app_id parameters.

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Comment thread supabase/migrations/20260310104401_add_onboarding_steps.sql
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Actionable comments posted: 1

🧹 Nitpick comments (1)
src/types/supabase.types.ts (1)

1480-1480: Use a database enum for source.

This still generates as plain string, so TS callers can pass invalid onboarding sources and only find out at runtime. If the allowed set is fixed (cli / web / demo), promoting the column to a Postgres enum will give both generated type files a literal union.

Also applies to: 1493-1493, 1506-1506

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@src/types/supabase.types.ts` at line 1480, The `source: string` property
should be a fixed enum—not a free string—so either update the DB column to a
Postgres enum (e.g., values "cli" | "web" | "demo") and re-generate the supabase
types, or replace the plain string type in the generated typings with the
literal union for the `source` field wherever it appears (the three `source`
properties in this file) so callers get a compile-time union ('cli' | 'web' |
'demo') instead of string; if you change the DB, add a migration that alters the
column to the enum and then run the supabase type generator to produce the
updated types.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@src/types/supabase.types.ts`:
- Around line 2873-2880: The return type for check_domain_sso is incorrect
because provider_id in sso_providers can be null; update the function to ensure
type-safety by either adding "AND sp.provider_id IS NOT NULL" to the
check_domain_sso function's WHERE clause so provider_id is guaranteed non-null,
or change the TypeScript return type for check_domain_sso.provider_id to allow
null (text | null) if null provider_id is valid; locate the check_domain_sso
function and adjust the SQL WHERE or the generated type accordingly.

---

Nitpick comments:
In `@src/types/supabase.types.ts`:
- Line 1480: The `source: string` property should be a fixed enum—not a free
string—so either update the DB column to a Postgres enum (e.g., values "cli" |
"web" | "demo") and re-generate the supabase types, or replace the plain string
type in the generated typings with the literal union for the `source` field
wherever it appears (the three `source` properties in this file) so callers get
a compile-time union ('cli' | 'web' | 'demo') instead of string; if you change
the DB, add a migration that alters the column to the enum and then run the
supabase type generator to produce the updated types.

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  • src/types/supabase.types.ts
  • supabase/functions/_backend/utils/supabase.types.ts
  • supabase/migrations/20260310104401_add_onboarding_steps.sql

Comment thread src/types/supabase.types.ts
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RLS Policies Rewritten — RBAC-Compatible

Pushed commit 1969655 which replaces all get_identity_org_appid() calls with get_identity_org_allowed() in the RLS policies.

Root cause of the RBAC issue:

onboarding_steps is an org-scoped table — app_id is metadata (set once the CLI creates an app), not an auth scope. The old policies used get_identity_org_appid(modes, org_id, app_id) and passed app_id to check_min_rights, which caused:

  • When app_id IS NULL (steps 0–1): check_min_rights used rbac_scope_org → routed through the RBAC org permission lookup correctly
  • When app_id IS NOT NULL (steps 2–13): check_min_rights used rbac_scope_app → tried to look up an app-scoped RBAC permission, even though there's no app.* role binding for this table

This inconsistency broke RBAC for the later steps of onboarding.

Fix:

All 4 policies now use:

public.check_min_rights(
    'read'|'write'::public.user_min_right,
    public.get_identity_org_allowed(modes, org_id),  -- explicit org lookup
    org_id,
    NULL::character varying,   -- always org-scoped, never app-scoped
    NULL::bigint
)
  • get_identity_org_allowed() — resolves user from auth.uid() or capgkey header; no implicit NULL propagation
  • check_min_rights() — routes through RBAC for RBAC orgs, legacy org_users for non-RBAC orgs, consistently for all rows regardless of app_id value

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CI Status

The "Run tests" check failed on tests/cli-min-version.test.ts > should test auto min version flag with:

Error: File storage temporarily unavailable
    at quickError (supabase/functions/_backend/utils/hono.ts:313:9)
AssertionError: expected false to be true

This is an infrastructure flakiness issue (r2 unavailable) — the test retried 3× and failed each time due to R2 object storage being temporarily unavailable in CI. It is not caused by this migration (the migration only adds a new table; no R2/storage code is touched).

All other checks passed:

  • ✅ SonarCloud Code Analysis
  • ✅ SonarCloud quality gate
  • ✅ Socket Security
  • ✅ Supabase DB test / SQL lint / migration validation

The migration itself is ready for board merge.

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CI Re-triggered — Flaky Test Confirmed

The failing test (14_test_apikey.sql test 6: get_org_perm_for_apikey test - no upload right) is a pre-existing flaky test, not caused by this migration.

Evidence:

  • Test runs locally with this migration applied: perm_none ✅ (correct result)
  • Same test failed then passed on fix-login-redirect branch (which doesn't have this migration)
  • get_org_perm_for_apikey reads directly from org_users (SECURITY DEFINER, bypasses RLS) — has no interaction with onboarding_steps

Re-triggered CI via new commit dcae8c5. Will update when CI passes.

Founding Engineer and others added 10 commits March 12, 2026 03:39
Three bugs all blocked CI after the is_admin/is_platform_admin split:

1. Migration format() had 6 placeholders but 5 args — missing v_using
   before v_with_check in the USING+WITH CHECK branch.
   Also adds ELSIF for INSERT-only policies (qual IS NULL, with_check IS NOT NULL)
   which would generate invalid syntax with the old IF structure.
   Also fixes CONTINUE condition: v_using = v_policy.qual → COALESCE(v_policy.qual, '')
   so INSERT-only policies (qual = NULL) don't skip needlessly.

2. 07_auth_functions.sql test 5 — is_admin() returned false because
   use_new_rbac defaults to false; add UPDATE rbac_settings before the
   role binding insert so RBAC mode is active when is_admin() is called.

3. 35_test_is_admin_rbac.sql — plan(7) declared but only 6 ok() calls
   exist (comment "-- 6)" is a setup INSERT, not an assertion); fix to plan(6).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The test inserted a platform_super_admin binding for 6f0d1a2e (test_user2)
but then authenticated as test_user (6aa76066). Fixed to insert the binding
for 6aa76066 (test_user) so is_admin() finds the binding for the authenticated
user and returns true as expected.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Using it.concurrent with a shared client variable causes a race condition:
concurrent tests both write to the same client, leaving one connection
unreleased. pool.end() then times out waiting for it.

Fix: remove .concurrent (tests are ~50ms each, sequential is fine) and
extend the afterAll timeout to 30s as a safety net for pool drain.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Creates the onboarding_steps table to track CLI/web/demo onboarding
progress per org in the database, replacing CLI temp files.

Table features:
- UUID PK, org_id FK (cascade delete), nullable app_id
- source column: 'cli' | 'web' | 'demo'
- step_done / total_steps with CHECK constraints (0..13)
- step_payload JSONB for per-step metadata
- completed_at timestamp
- moddatetime trigger for updated_at
- RLS: check_min_rights + get_identity_org_allowed / get_identity_org_appid
- Grants to service_role and postgres

Also adds seed data for Demo org (completed CLI session) and
regenerates Supabase type definitions.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Per CodeRabbit review: app_id should reference public.apps(app_id)
with ON DELETE SET NULL so that if an app is deleted, the onboarding
session is preserved (step_done / step_payload remain intact) but the
app reference is cleared.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add DELETE RLS policy for write-access org members (mirrors INSERT/UPDATE pattern)
- Add GRANT ALL for anon and authenticated roles so RLS can be evaluated by CLI sessions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…fy RLS policies

- Add created_by_user_id UUID column (FK → public.users, ON DELETE SET NULL)
- Tighten CHECK constraint: step_done BETWEEN 0 AND 13, total_steps BETWEEN 1 AND 13
- Remove CASE/ELSE branching in all RLS policies; always use get_identity_org_appid()
  (handles NULL app_id internally, consistent with codebase convention)
- Regenerate supabase types

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…patible RLS

Replace get_identity_org_appid() with get_identity_org_allowed() in all
onboarding_steps RLS policies. onboarding_steps is an org-scoped table;
the app_id column is metadata, not an auth scope. Using get_identity_org_appid
introduced implicit NULL propagation semantics that were confusing and broke
RBAC permission routing (app_id NULL -> org scope, app_id set -> app scope,
inconsistently).

The fix: always use get_identity_org_allowed() and pass NULL for app_id/channel_id
to check_min_rights(). This routes correctly through the RBAC system for RBAC orgs
and through the legacy org_users check for non-RBAC orgs, in both cases with
explicit, readable logic.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@ToriChanIntegration ToriChanIntegration force-pushed the feat/onboarding-migration-clean branch from dcae8c5 to 077875e Compare March 12, 2026 03:01
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rajputali09988 commented Mar 12, 2026 via email

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riderx commented Mar 16, 2026

Merged the latest main and resolved the overlap by keeping the newer RLS/test scaffolding from main in the shared is_admin migration/test files. Concretely: the onboarding migration/types/seed changes from this branch were kept, while the conflicting RBAC test setup was aligned to the newer org-scoped version already on main, and the obsolete supabase/tests/35_test_is_admin_rbac.sql file stayed removed.

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riderx commented Mar 17, 2026

Thanks for the contribution.

We’re closing this PR because we can’t accept repository changes in this form from an integration-style / automated contributor account.

For Capgo repos, we expect contributions to be tightly scoped, manually validated, and submitted by an identifiable contributor who can clearly explain the problem, why this approach fits the project, and what was verified locally. Large or bulk-generated change sets without that ownership context create too much review and maintenance risk for us.

If this was opened in error or if you are a real contributor behind this account, you’re welcome to resubmit a smaller, clearly-scoped PR with manual validation notes and repository-specific reasoning.

@riderx riderx closed this Mar 17, 2026
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