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migration-patterns

bybren-llc/safe-agentic-workflow/.agents/skills/migration-patterns/SKILL.md

Database migration creation with mandatory RLS policies and ARCHitect approval workflow. Use when creating migrations, adding tables with RLS, updating ORM schema, adding GRANT statements, or planning data migrations. Do NOT use for application code changes without schema impact.

Skill405 starsChanged 3 months ago

What's in it

  1. Migration Patterns Skill
  2. Purpose
  3. When This Skill Applies
  4. Stop-the-Line Conditions
  5. FORBIDDEN Patterns
  6. CORRECT Patterns
  7. Migration Workflow (MANDATORY)
  8. Step 1: Get ARCHitect Approval
  9. Step 2: Create Migration
  10. Step 3: Add RLS to Migration
  11. Step 4: Verify Locally
  12. Step 5: Update Documentation
  13. RLS Policy Templates
  14. User Read Policy
  15. User Write Policy
  16. Admin Policy
  17. System Policy (Background Jobs)
  18. Migration Checklist
  19. Production Migration Requirements
  20. Authoritative References
---
name: migration-patterns
description: >
  Database migration creation with mandatory RLS policies and ARCHitect approval
  workflow. Use when creating migrations, adding tables with RLS, updating ORM
  schema, adding GRANT statements, or planning data migrations. Do NOT use for
  application code changes without schema impact.
---

# Migration Patterns Skill

> **TEMPLATE**: This skill uses `{{PLACEHOLDER}}` tokens. Replace with your project values before use.

## Purpose

Guide database migration creation with mandatory RLS policies, following security-first architecture and approval workflow.

## When This Skill Applies

- Creating database migrations
- Adding new tables (all tables need RLS)
- Updating ORM schema
- Adding GRANT statements
- Schema impact analysis
- Data migration planning

## Stop-the-Line Conditions

### FORBIDDEN Patterns

```sql
-- FORBIDDEN: RLS policies in separate file
-- RLS MUST be in the same migration file as the table creation

-- FORBIDDEN: Table without RLS
CREATE TABLE user_data (...);
-- Missing: ALTER TABLE user_data ENABLE ROW LEVEL SECURITY;

-- FORBIDDEN: Resolve applied migrations (bypasses verification)
-- npx prisma migrate resolve --applied "migration_name"
-- alembic stamp head

-- FORBIDDEN: Missing user_id index
CREATE TABLE payments (...);
-- Missing: CREATE INDEX idx_payments_user_id ON payments(user_id);

-- FORBIDDEN: Schema changes without ARCHitect approval
-- All migrations require approval before PR
```

### CORRECT Patterns

```sql
-- CORRECT: Complete migration with RLS in same file
CREATE TABLE user_data (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  user_id TEXT NOT NULL,
  data JSONB,
  created_at TIMESTAMPTZ DEFAULT NOW()
);

-- Enable RLS (SAME FILE - MANDATORY)
ALTER TABLE user_data ENABLE ROW LEVEL SECURITY;

-- User policy
CREATE POLICY user_data_user_select ON user_data
  FOR SELECT TO {{PROJECT}}_app_user
  USING (user_id = current_setting('app.current_user_id', true));

-- Index for RLS performance (MANDATORY)
CREATE INDEX idx_user_data_user_id ON user_data(user_id);

-- Grant permissions
GRANT SELECT, INSERT, UPDATE ON user_data TO {{PROJECT}}_app_user;
```

## Migration Workflow (MANDATORY)

### Step 1: Get ARCHitect Approval

Before ANY schema change:

```text
1. Document proposed changes
2. Get ARCHitect approval (create issue or discussion)
3. Only proceed after explicit approval
```

### Step 2: Create Migration

```bash
# For Prisma
npx prisma migrate dev --name descriptive_name

# For Alembic
alembic revision --autogenerate -m "descriptive_name"

# Verify migration file created
ls {{MIGRATIONS_DIR}}/
```

### Step 3: Add RLS to Migration

Edit the generated migration to include:

- [ ] `ALTER TABLE ... ENABLE ROW LEVEL SECURITY`
- [ ] User SELECT policy
- [ ] User INSERT policy (if applicable)
- [ ] User UPDATE policy (if applicable)
- [ ] Admin policies (if needed)
- [ ] System policies (for background jobs)
- [ ] Index on user_id column
- [ ] GRANT statements

### Step 4: Verify Locally

```bash
# Test migration
{{MIGRATION_RUN_COMMAND}}

# Verify RLS is enabled
psql -c "SELECT tablename, rowsecurity FROM pg_tables WHERE schemaname = 'public';"
```

### Step 5: Update Documentation

After successful migration:

- [ ] Update `docs/database/DATA_DICTIONARY.md` (MANDATORY)
- [ ] Update RLS policy catalog if new policies added
- [ ] Document in ticket

## RLS Policy Templates

### User Read Policy

```sql
CREATE POLICY {table}_user_select ON {table}
  FOR SELECT TO {{PROJECT}}_app_user
  USING (user_id = current_setting('app.current_user_id', true));
```

### User Write Policy

```sql
CREATE POLICY {table}_user_insert ON {table}
  FOR INSERT TO {{PROJECT}}_app_user
  WITH CHECK (user_id = current_setting('app.current_user_id', true));
```

### Admin Policy

```sql
CREATE POLICY {table}_admin_all ON {table}
  FOR ALL TO {{PROJECT}}_app_user
  USING (current_setting('app.user_role', true) = 'admin');
```

### System Policy (Background Jobs)

```sql
CREATE POLICY {table}_system_all ON {table}
  FOR ALL TO {{PROJECT}}_app_user
  USING (current_setting('app.context_type', true) = 'system');
```

## Migration Checklist

Before PR:

- [ ] ARCHitect approval obtained
- [ ] RLS policies in same migration file
- [ ] User policies created
- [ ] user_id index created
- [ ] GRANT statements added
- [ ] Local migration test passed
- [ ] DATA_DICTIONARY.md updated
- [ ] Evidence attached to ticket

## Production Migration Requirements

For production migrations:

- [ ] POPM/lead must be present (MANDATORY)
- [ ] Backup taken before migration
- [ ] Rollback plan documented
- [ ] Post-migration validation steps defined
- [ ] Data integrity checks planned

## Authoritative References

- **Migration SOP**: `docs/database/RLS_DATABASE_MIGRATION_SOP.md` (MANDATORY)
- **Data Dictionary**: `docs/database/DATA_DICTIONARY.md` (update after changes)
- **RLS Implementation**: `docs/database/RLS_IMPLEMENTATION_GUIDE.md`
- **RLS Policies**: `docs/database/RLS_POLICY_CATALOG.md`
- **Security First**: `docs/guides/SECURITY_FIRST_ARCHITECTURE.md`

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