Fix controlled document folder export (#10775)

Signed-off-by: Artem Savchenko <armisav@gmail.com>

models/controlled-documents/src/index.ts

@@ -96,12 +96,19 @@ function defineRelationMetadata (builder: Builder): void {
 
   rel(documents.class.Document, 'category', documents.class.DocumentCategory, 'forward')
   rel(documents.class.Document, 'template', documents.class.Document, 'forward')
-  rel(documents.class.Document, 'meta', documents.class.ProjectMeta, 'inverse')
   rel(documents.class.Document, 'document', documents.class.ProjectDocument, 'inverse')
   rel(documents.class.HierarchyDocument, 'attachedTo', documents.class.DocumentMeta, 'forward')
   rel(documents.class.ControlledDocument, 'changeControl', documents.class.ChangeControl, 'forward')
-  rel(documents.class.ProjectMeta, 'meta', documents.class.ProjectMeta, 'inverse')
-  rel(documents.class.ProjectMeta, 'document', documents.class.ProjectDocument, 'inverse')
+  rel(documents.class.DocumentMeta, 'meta', documents.class.ProjectMeta, 'inverse')
+  rel(documents.class.Project, 'project', documents.class.ProjectMeta, 'inverse')
+  rel(documents.class.ProjectMeta, 'meta', documents.class.DocumentMeta, 'forward')
+  rel(documents.class.ProjectMeta, 'parent', documents.class.DocumentMeta, 'forward')
+  rel(documents.class.ProjectMeta, 'path', documents.class.DocumentMeta, 'forward')
+  rel(documents.class.ProjectMeta, 'project', documents.class.Project, 'forward')
+  rel(documents.class.ProjectDocument, 'project', documents.class.Project, 'forward')
+  rel(documents.class.ProjectDocument, 'initial', documents.class.Project, 'forward')
+  rel(documents.class.ProjectDocument, 'attachedTo', documents.class.ProjectMeta, 'forward')
+  rel(documents.class.ProjectDocument, 'document', documents.class.Document, 'forward')
 }
 
 export function createModel (builder: Builder): void {

plugins/export/src/types.ts

@@ -66,6 +66,8 @@ export interface TransformConfig {
 }
 
 export interface RelationDefinition {
+  /** When set, this relation applies only to documents of this class (or its subclasses). */
+  sourceClass?: Ref<Class<Doc>>
   field: string
   class: Ref<Class<Doc>>
   direction?: 'forward' | 'inverse'

services/export/pod-export/src/__tests__/relation-exporter.test.ts

@@ -0,0 +1,250 @@
+/* eslint-disable @typescript-eslint/unbound-method */
+//
+// Copyright © 2026 Hardcore Engineering Inc.
+//
+// Licensed under the Eclipse Public License, Version 2.0 (the "License");
+// you may not use this file except in compliance with the License. You may
+// obtain a copy of the License at https://www.eclipse.org/legal/epl-2.0
+//
+// Unless required by applicable law or agreed to in writing, software
+// distributed under the License is distributed on an "AS IS" BASIS,
+// WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+//
+// See the License for the specific language governing permissions and
+// limitations under the License.
+//
+
+import {
+  Class,
+  type Doc,
+  type Hierarchy,
+  type LowLevelStorage,
+  MeasureMetricsContext,
+  type Ref,
+  type Space
+} from '@hcengineering/core'
+import { RelationExporter } from '../workspace/relation-exporter'
+import type { ExportState, RelationDefinition } from '../workspace/types'
+
+const spaceId = '69286daacb49b698d3ea2c51' as Ref<Space>
+const classParent = 'test:class:ParentDoc' as Ref<Class<Doc>>
+const classChild = 'test:class:ChildDoc' as Ref<Class<Doc>>
+const classUnrelated = 'test:class:UnrelatedDoc' as Ref<Class<Doc>>
+const classTarget = 'test:class:TargetDoc' as Ref<Class<Doc>>
+
+function doc (id: string, _class: Ref<Class<Doc>>, extra: Record<string, any> = {}): Doc {
+  return {
+    _id: id as Ref<Doc>,
+    _class,
+    space: spaceId,
+    modifiedOn: 0,
+    modifiedBy: 'test:account:user' as any,
+    ...extra
+  }
+}
+
+function hierarchyWithDerivation (childDerivesParent: boolean): Hierarchy {
+  return {
+    findDomain: jest.fn((classRef: Ref<Class<Doc>>) => `domain:${String(classRef)}`),
+    isDerived: jest.fn((cls: Ref<Class<Doc>>, base: Ref<Class<Doc>>) => {
+      if (cls === base) return true
+      if (childDerivesParent && cls === classChild && base === classParent) return true
+      return false
+    }),
+    getAllAttributes: jest.fn(() => new Map()),
+    isMixin: jest.fn(() => false),
+    hasMixin: jest.fn(),
+    getClass: jest.fn(() => ({ label: 'Test' }))
+  } as unknown as Hierarchy
+}
+
+function lowLevelForDocs (...docs: Doc[]): LowLevelStorage {
+  const byDomain = new Map<string, Doc[]>()
+  for (const d of docs) {
+    const domain = `domain:${String(d._class)}`
+    const list = byDomain.get(domain) ?? []
+    list.push(d)
+    byDomain.set(domain, list)
+  }
+  return {
+    rawFindAll: jest.fn(async <T extends Doc>(_domain: string, query: any): Promise<T[]> => {
+      const domainDocs = byDomain.get(_domain) ?? []
+      return domainDocs.filter((d) => {
+        if (query._id !== undefined && d._id !== query._id) return false
+        for (const [key, val] of Object.entries(query)) {
+          if (key.startsWith('_')) continue
+          if ((d as any)[key] !== val) return false
+        }
+        return true
+      }) as T[]
+    })
+  } as unknown as LowLevelStorage
+}
+
+function createExporter (exportDocument: jest.Mock): { exporter: RelationExporter, state: ExportState } {
+  const state: ExportState = {
+    idMapping: new Map(),
+    spaceMapping: new Map(),
+    processingDocs: new Set(),
+    uniqueFieldValues: new Map()
+  }
+  const ctx = new MeasureMetricsContext('relation-exporter-test', {})
+  const exporter = new RelationExporter(ctx, state, exportDocument as any)
+  return { exporter, state }
+}
+
+describe('RelationExporter sourceClass', () => {
+  beforeEach(() => {
+    jest.clearAllMocks()
+  })
+
+  it('runs forward relation when doc class is derived from sourceClass', async () => {
+    const parentId = '69286dc0cb49b698d3ea2c95' as Ref<Doc>
+    const parent = doc(parentId, classTarget, { name: 'parent' })
+    const child = doc('69286dc1cb49b698d3ea2c98', classChild, { folder: parentId })
+
+    const exportDocument = jest.fn().mockResolvedValue(true)
+    const { exporter } = createExporter(exportDocument)
+    const hierarchy = hierarchyWithDerivation(true)
+    const lowLevel = lowLevelForDocs(parent)
+
+    const relations: RelationDefinition[] = [
+      {
+        sourceClass: classParent,
+        field: 'folder',
+        class: classTarget,
+        direction: 'forward'
+      }
+    ]
+
+    await exporter.exportForwardRelations(child, relations, 'duplicate', true, hierarchy, lowLevel)
+
+    expect(exportDocument).toHaveBeenCalledTimes(1)
+    expect(exportDocument).toHaveBeenCalledWith(
+      parent,
+      'duplicate',
+      true,
+      hierarchy,
+      lowLevel,
+      expect.any(Map),
+      relations
+    )
+  })
+
+  it('skips forward relation when doc class is not derived from sourceClass', async () => {
+    const parentId = '69286dc0cb49b698d3ea2c95' as Ref<Doc>
+    const parent = doc(parentId, classTarget, {})
+    const unrelated = doc('69286dc1cb49b698d3ea2c98', classUnrelated, { folder: parentId })
+
+    const exportDocument = jest.fn().mockResolvedValue(true)
+    const { exporter } = createExporter(exportDocument)
+    const hierarchy = hierarchyWithDerivation(true)
+    const lowLevel = lowLevelForDocs(parent)
+
+    const relations: RelationDefinition[] = [
+      {
+        sourceClass: classParent,
+        field: 'folder',
+        class: classTarget,
+        direction: 'forward'
+      }
+    ]
+
+    await exporter.exportForwardRelations(unrelated, relations, 'duplicate', true, hierarchy, lowLevel)
+
+    expect(exportDocument).not.toHaveBeenCalled()
+  })
+
+  it('runs forward relation without sourceClass for any doc (backward compatible)', async () => {
+    const refId = '69286dc0cb49b698d3ea2c95' as Ref<Doc>
+    const target = doc(refId, classTarget, {})
+    const anyDoc = doc('69286dc1cb49b698d3ea2c98', classUnrelated, { link: refId })
+
+    const exportDocument = jest.fn().mockResolvedValue(true)
+    const { exporter } = createExporter(exportDocument)
+    const hierarchy = hierarchyWithDerivation(false)
+    jest.mocked(hierarchy.findDomain).mockImplementation((c) => `domain:${String(c)}` as any)
+    const lowLevel = lowLevelForDocs(target)
+
+    const relations: RelationDefinition[] = [{ field: 'link', class: classTarget, direction: 'forward' }]
+
+    await exporter.exportForwardRelations(anyDoc, relations, 'duplicate', true, hierarchy, lowLevel)
+
+    expect(exportDocument).toHaveBeenCalledTimes(1)
+    expect(exportDocument).toHaveBeenCalledWith(
+      target,
+      'duplicate',
+      true,
+      hierarchy,
+      lowLevel,
+      expect.any(Map),
+      relations
+    )
+  })
+
+  it('runs inverse relation when doc class is derived from sourceClass', async () => {
+    const anchorId = '69286dc0cb49b698d3ea2c95' as Ref<Doc>
+    const anchor = doc(anchorId, classChild, {})
+    const pointing = doc('69286dc1cb49b698d3ea2c98', classTarget, { owner: anchorId })
+
+    const exportDocument = jest.fn().mockResolvedValue(true)
+    const { exporter } = createExporter(exportDocument)
+    const hierarchy = hierarchyWithDerivation(true)
+    jest.mocked(hierarchy.findDomain).mockReturnValue(`domain:${String(classTarget)}` as any)
+    jest.mocked(hierarchy.isDerived).mockImplementation((cls, base) => {
+      if (cls === base) return true
+      if (cls === classChild && base === classParent) return true
+      if (cls === classTarget && base === classTarget) return true
+      return false
+    })
+
+    const lowLevel = lowLevelForDocs(pointing)
+
+    const relations: RelationDefinition[] = [
+      {
+        sourceClass: classParent,
+        field: 'owner',
+        class: classTarget,
+        direction: 'inverse'
+      }
+    ]
+
+    await exporter.exportInverseRelations(anchor, relations, 'duplicate', true, hierarchy, lowLevel)
+
+    expect(exportDocument).toHaveBeenCalledTimes(1)
+    expect(exportDocument).toHaveBeenCalledWith(
+      pointing,
+      'duplicate',
+      true,
+      hierarchy,
+      lowLevel,
+      expect.any(Map),
+      relations
+    )
+  })
+
+  it('skips inverse relation when doc class is not derived from sourceClass', async () => {
+    const anchor = doc('69286dc0cb49b698d3ea2c95', classUnrelated, {})
+    const pointing = doc('69286dc1cb49b698d3ea2c98', classTarget, { owner: anchor._id })
+
+    const exportDocument = jest.fn().mockResolvedValue(true)
+    const { exporter } = createExporter(exportDocument)
+    const hierarchy = hierarchyWithDerivation(true)
+    jest.mocked(hierarchy.findDomain).mockReturnValue(`domain:${String(classTarget)}` as any)
+
+    const lowLevel = lowLevelForDocs(pointing)
+
+    const relations: RelationDefinition[] = [
+      {
+        sourceClass: classParent,
+        field: 'owner',
+        class: classTarget,
+        direction: 'inverse'
+      }
+    ]
+
+    await exporter.exportInverseRelations(anchor, relations, 'duplicate', true, hierarchy, lowLevel)
+
+    expect(exportDocument).not.toHaveBeenCalled()
+  })
+})

services/export/pod-export/src/server.ts

@@ -126,6 +126,7 @@ const extractQueryToken = (queryParams: any): string | null => {
 }
 
 interface RelationPayloadEntry {
+  sourceClass?: Ref<Class<Doc>>
   field?: string
   class?: Ref<Class<Doc>>
   direction?: 'forward' | 'inverse'
@@ -154,6 +155,7 @@ const normalizeRelations = (input: unknown): RelationDefinition[] | undefined =>
       }
 
       result.push({
+        ...(item.sourceClass !== undefined ? { sourceClass: item.sourceClass } : {}),
         field: item.field,
         class: item.class,
         direction: item.direction ?? 'forward'
@@ -180,7 +182,12 @@ const normalizeRelations = (input: unknown): RelationDefinition[] | undefined =>
       }
 
       const field = typeof value.field === 'string' ? value.field : key
-      result.push({ field, class: value.class, direction: value.direction ?? 'forward' })
+      result.push({
+        ...(value.sourceClass !== undefined ? { sourceClass: value.sourceClass } : {}),
+        field,
+        class: value.class,
+        direction: value.direction ?? 'forward'
+      })
     }
 
     return result.length > 0 ? result : undefined

services/export/pod-export/src/workspace/relation-exporter.ts

@@ -154,6 +154,10 @@ export class RelationExporter {
     sourceLowLevel: LowLevelStorage,
     relations: RelationDefinition[]
   ): Promise<void> {
+    if (relation.sourceClass !== undefined && !sourceHierarchy.isDerived(doc._class, relation.sourceClass)) {
+      return
+    }
+
     const value = (doc as any)[relation.field]
     if (value === undefined || value === null) {
       return
@@ -195,6 +199,10 @@ export class RelationExporter {
     sourceLowLevel: LowLevelStorage,
     relations: RelationDefinition[]
   ): Promise<void> {
+    if (relation.sourceClass !== undefined && !sourceHierarchy.isDerived(doc._class, relation.sourceClass)) {
+      return
+    }
+
     const domain = sourceHierarchy.findDomain(relation.class)
     if (domain === undefined) {
       this.context.warn(`Domain not found for relation class ${relation.class}`)

services/export/pod-export/src/workspace/types.ts

@@ -27,6 +27,8 @@ import { type Pipeline } from '@hcengineering/server-core'
 export type PipelineFactory = (ctx: MeasureContext, workspace: WorkspaceIds) => Promise<Pipeline>
 
 export interface RelationDefinition {
+  /** When set, this relation applies only to documents of this class (or its subclasses). */
+  sourceClass?: Ref<Class<Doc>>
   field: string
   class: Ref<Class<Doc>>
   direction?: 'forward' | 'inverse'

services/export/pod-export/src/workspace/workspace-exporter.ts

@@ -184,6 +184,7 @@ export class CrossWorkspaceExporter {
         if (resolvedRelations.length === 0) {
           const relations = await sourcePipeline.findAll(this.context, core.class.RelationMetadata, {})
           resolvedRelations = relations.map((doc) => ({
+            sourceClass: doc.sourceClass,
             field: doc.field,
             class: doc.targetClass,
             direction: (doc.direction ?? 'forward') as 'forward' | 'inverse'