forked from farhoodlabs/paperclip
[codex] Add agent permissions and controls plan (#6386)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
This commit is contained in:
Dotta
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import { randomUUID } from "node:crypto";
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import express from "express";
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import request from "supertest";
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import { and, eq } from "drizzle-orm";
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import { afterAll, afterEach, beforeAll, describe, expect, it, vi } from "vitest";
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import {
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activityLog,
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companies,
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companyMemberships,
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createDb,
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principalPermissionGrants,
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} from "@paperclipai/db";
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import {
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getEmbeddedPostgresTestSupport,
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startEmbeddedPostgresTestDatabase,
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} from "./helpers/embedded-postgres.js";
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vi.hoisted(() => {
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process.env.PAPERCLIP_HOME = "/tmp/paperclip-test-home";
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process.env.PAPERCLIP_INSTANCE_ID = "vitest";
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process.env.PAPERCLIP_LOG_DIR = "/tmp/paperclip-test-home/logs";
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process.env.PAPERCLIP_IN_WORKTREE = "false";
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});
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const embeddedPostgresSupport = await getEmbeddedPostgresTestSupport();
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const describeEmbeddedPostgres = embeddedPostgresSupport.supported ? describe : describe.skip;
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type Db = ReturnType<typeof createDb>;
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async function createApp(db: Db, companyId: string, userId: string) {
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process.env.PAPERCLIP_LOG_DIR = "/tmp/paperclip-test-home/logs";
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process.env.PAPERCLIP_IN_WORKTREE = "false";
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const { accessRoutes } = await import("../routes/access.js");
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const app = express();
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app.use(express.json());
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app.use((req, _res, next) => {
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req.actor = {
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type: "board",
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userId,
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source: "local_implicit",
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companyIds: [companyId],
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memberships: [{ companyId, membershipRole: "owner", status: "active" }],
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isInstanceAdmin: true,
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};
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next();
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});
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app.use("/api", accessRoutes(db, {
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deploymentMode: "authenticated",
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deploymentExposure: "private",
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bindHost: "127.0.0.1",
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allowedHostnames: [],
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}));
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app.use((err: any, _req: express.Request, res: express.Response, _next: express.NextFunction) => {
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res.status(err.status ?? 500).json({ error: err.message ?? "Internal server error" });
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});
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return app;
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}
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async function createCompanyWithOwner(db: Db) {
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const company = await db
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.insert(companies)
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.values({
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name: `Access Routes ${randomUUID()}`,
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issuePrefix: `AR${randomUUID().replace(/-/g, "").slice(0, 6).toUpperCase()}`,
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})
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.returning()
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.then((rows) => rows[0]!);
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const owner = await db
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.insert(companyMemberships)
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.values({
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companyId: company.id,
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principalType: "user",
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principalId: `owner-${randomUUID()}`,
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status: "active",
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membershipRole: "owner",
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})
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.returning()
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.then((rows) => rows[0]!);
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return { company, owner };
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}
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describeEmbeddedPostgres("access routes permissions upgrade compatibility", () => {
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let db!: Db;
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let tempDb: Awaited<ReturnType<typeof startEmbeddedPostgresTestDatabase>> | null = null;
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beforeAll(async () => {
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tempDb = await startEmbeddedPostgresTestDatabase("paperclip-access-routes-permissions-upgrade-");
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db = createDb(tempDb.connectionString);
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}, 20_000);
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afterEach(async () => {
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await db.delete(activityLog);
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await db.delete(principalPermissionGrants);
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await db.delete(companyMemberships);
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await db.delete(companies);
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});
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afterAll(async () => {
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await tempDb?.cleanup();
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});
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it("rejects owner self-lockout through the member route after the permissions upgrade", async () => {
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const { company, owner } = await createCompanyWithOwner(db);
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const res = await request(await createApp(db, company.id, owner.principalId))
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.patch(`/api/companies/${company.id}/members/${owner.id}`)
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.send({ membershipRole: "admin" });
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expect(res.status, JSON.stringify(res.body)).toBe(403);
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expect(res.body.error).toContain("You cannot remove yourself");
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const unchanged = await db
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.select()
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.from(companyMemberships)
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.where(eq(companyMemberships.id, owner.id))
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.then((rows) => rows[0]!);
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expect(unchanged.membershipRole).toBe("owner");
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});
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it("keeps custom grants when the role-only member route changes a member role", async () => {
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const { company, owner } = await createCompanyWithOwner(db);
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const member = await db
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.insert(companyMemberships)
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.values({
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companyId: company.id,
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principalType: "user",
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principalId: `admin-${randomUUID()}`,
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status: "active",
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membershipRole: "admin",
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})
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.returning()
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.then((rows) => rows[0]!);
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const customScope = { projectIds: ["project-1"] };
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await db.insert(principalPermissionGrants).values({
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companyId: company.id,
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principalType: "user",
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principalId: member.principalId,
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permissionKey: "tasks:assign_scope",
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scope: customScope,
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grantedByUserId: owner.principalId,
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});
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const res = await request(await createApp(db, company.id, owner.principalId))
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.patch(`/api/companies/${company.id}/members/${member.id}`)
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.send({ membershipRole: "operator" });
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expect(res.status, JSON.stringify(res.body)).toBe(200);
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expect(res.body.membershipRole).toBe("operator");
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const grants = await db
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.select()
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.from(principalPermissionGrants)
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.where(
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and(
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eq(principalPermissionGrants.companyId, company.id),
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eq(principalPermissionGrants.principalType, "user"),
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eq(principalPermissionGrants.principalId, member.principalId),
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),
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);
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expect(grants).toHaveLength(1);
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expect(grants[0]).toMatchObject({
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permissionKey: "tasks:assign_scope",
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scope: customScope,
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grantedByUserId: owner.principalId,
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});
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});
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});
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