38c185fb8b
## 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>
548 lines
19 KiB
TypeScript
548 lines
19 KiB
TypeScript
import { randomUUID } from "node:crypto";
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import { afterAll, afterEach, beforeAll, describe, expect, it } from "vitest";
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import {
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agents,
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companies,
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companyMemberships,
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createDb,
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instanceUserRoles,
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principalPermissionGrants,
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projects,
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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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import { authorizationService } from "../services/authorization.js";
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const embeddedPostgresSupport = await getEmbeddedPostgresTestSupport();
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const describeEmbeddedPostgres = embeddedPostgresSupport.supported ? describe : describe.skip;
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async function createCompany(db: ReturnType<typeof createDb>, label: string) {
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return db
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.insert(companies)
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.values({
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name: `Authorization ${label} ${randomUUID()}`,
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issuePrefix: `AZ${randomUUID().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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}
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async function createAgent(
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db: ReturnType<typeof createDb>,
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companyId: string,
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input: { role?: string; reportsTo?: string | null; permissions?: Record<string, unknown> } = {},
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) {
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return db
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.insert(agents)
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.values({
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companyId,
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name: `Agent ${randomUUID()}`,
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role: input.role ?? "engineer",
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reportsTo: input.reportsTo ?? null,
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permissions: input.permissions ?? {},
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adapterType: "process",
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adapterConfig: {},
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runtimeConfig: {},
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})
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.returning()
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.then((rows) => rows[0]!);
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}
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async function createProject(db: ReturnType<typeof createDb>, companyId: string, label: string) {
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return db
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.insert(projects)
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.values({
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companyId,
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name: `Project ${label} ${randomUUID()}`,
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})
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.returning()
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.then((rows) => rows[0]!);
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}
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async function grantAgentPermission(
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db: ReturnType<typeof createDb>,
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companyId: string,
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agentId: string,
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permissionKey: "tasks:assign" | "tasks:assign_scope",
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scope: Record<string, unknown> | null = null,
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) {
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await db.insert(companyMemberships).values({
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companyId,
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principalType: "agent",
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principalId: agentId,
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status: "active",
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membershipRole: "member",
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});
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await db.insert(principalPermissionGrants).values({
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companyId,
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principalType: "agent",
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principalId: agentId,
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permissionKey,
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scope,
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grantedByUserId: null,
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});
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}
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describeEmbeddedPostgres("authorization service", () => {
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let db!: ReturnType<typeof createDb>;
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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-authorization-service-");
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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(principalPermissionGrants);
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await db.delete(companyMemberships);
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await db.delete(instanceUserRoles);
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await db.delete(agents);
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await db.delete(projects);
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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("allows active user role grants and explains the grant source", async () => {
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const company = await createCompany(db, "UserGrant");
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const userId = `user-${randomUUID()}`;
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await db.insert(companyMemberships).values({
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companyId: company.id,
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principalType: "user",
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principalId: userId,
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status: "active",
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membershipRole: "operator",
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});
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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: userId,
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permissionKey: "tasks:assign",
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grantedByUserId: "owner",
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});
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const decision = await authorizationService(db).decidePrincipalGrant({
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companyId: company.id,
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principalType: "user",
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principalId: userId,
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action: "tasks:assign",
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permissionKey: "tasks:assign",
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});
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expect(decision).toMatchObject({
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allowed: true,
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reason: "allow_explicit_grant",
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grant: {
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principalType: "user",
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principalId: userId,
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permissionKey: "tasks:assign",
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},
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});
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expect(decision.explanation).toContain("Allowed by explicit grant tasks:assign");
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});
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it("allows agent grants for agent configuration decisions", async () => {
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const company = await createCompany(db, "AgentGrant");
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const actorAgent = await createAgent(db, company.id);
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const targetAgent = await createAgent(db, company.id);
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await db.insert(companyMemberships).values({
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companyId: company.id,
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principalType: "agent",
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principalId: actorAgent.id,
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status: "active",
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membershipRole: "member",
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});
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await db.insert(principalPermissionGrants).values({
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companyId: company.id,
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principalType: "agent",
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principalId: actorAgent.id,
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permissionKey: "agents:create",
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grantedByUserId: null,
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});
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const decision = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: company.id, source: "agent_key" },
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action: "agent_config:read",
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resource: { type: "agent", companyId: company.id, agentId: targetAgent.id },
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});
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expect(decision.allowed).toBe(true);
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expect(decision.grant?.permissionKey).toBe("agents:create");
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});
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it("denies cross-company agent decisions before grant evaluation", async () => {
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const sourceCompany = await createCompany(db, "Source");
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const targetCompany = await createCompany(db, "Target");
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const actorAgent = await createAgent(db, sourceCompany.id);
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const decision = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: sourceCompany.id, source: "agent_jwt" },
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action: "tasks:assign",
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resource: { type: "company", companyId: targetCompany.id },
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});
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expect(decision).toMatchObject({
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allowed: false,
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reason: "deny_company_boundary",
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});
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expect(decision.explanation).toContain("Agent key cannot access another company");
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});
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it("allows simple-mode task assignment between same-company agents without explicit grants", async () => {
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const company = await createCompany(db, "AssignmentDefault");
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const actorAgent = await createAgent(db, company.id, { role: "engineer" });
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const targetAgent = await createAgent(db, company.id, { role: "engineer" });
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await db.insert(companyMemberships).values({
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companyId: company.id,
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principalType: "agent",
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principalId: actorAgent.id,
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status: "active",
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membershipRole: "member",
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});
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const decision = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: company.id, source: "agent_key" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: company.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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expect(decision).toMatchObject({
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allowed: true,
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reason: "allow_simple_company_member",
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});
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expect(decision.explanation).toContain("simple mode");
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});
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it("denies simple-mode assignment when the target agent requires protected-assignment approval", async () => {
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const company = await createCompany(db, "ProtectedAssignment");
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const actorAgent = await createAgent(db, company.id, { role: "engineer" });
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const targetAgent = await createAgent(db, company.id, {
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role: "engineer",
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permissions: {
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authorizationPolicy: {
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assignmentPolicy: {
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mode: "protected",
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protectedAgentRequiresApproval: true,
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},
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protectedAgent: {
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requiresApproval: true,
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approvalReason: "Production deployment authority",
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},
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managedBy: "permissions-extension",
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},
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},
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});
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const decision = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: company.id, source: "agent_key" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: company.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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expect(decision).toMatchObject({
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allowed: false,
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reason: "deny_policy_restricted",
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});
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expect(decision.explanation).toContain("requires approval");
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});
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it("requires an explicit grant before assigning to a private target agent", async () => {
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const company = await createCompany(db, "PrivateAssignment");
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const actorAgent = await createAgent(db, company.id, { role: "engineer" });
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const targetAgent = await createAgent(db, company.id, {
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role: "engineer",
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permissions: {
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authorizationPolicy: {
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agentVisibility: {
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mode: "private",
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hiddenFromDefaultDirectory: true,
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},
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assignmentPolicy: {
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mode: "company_default",
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protectedAgentRequiresApproval: false,
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},
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protectedAgent: {
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requiresApproval: false,
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},
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managedBy: "permissions-extension",
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},
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},
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});
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const denied = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: company.id, source: "agent_key" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: company.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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await grantAgentPermission(db, company.id, actorAgent.id, "tasks:assign_scope", {
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assigneeAgentId: targetAgent.id,
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});
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const allowed = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: company.id, source: "agent_key" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: company.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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expect(denied).toMatchObject({
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allowed: false,
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reason: "deny_policy_restricted",
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});
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expect(denied.explanation).toContain("private");
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expect(allowed).toMatchObject({
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allowed: true,
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reason: "allow_explicit_grant",
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grant: { permissionKey: "tasks:assign_scope" },
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});
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});
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it("allows simple-mode task assignment for active same-company board operators without explicit grants", async () => {
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const company = await createCompany(db, "BoardAssignmentDefault");
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const userId = `user-${randomUUID()}`;
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const targetAgent = await createAgent(db, company.id, { role: "engineer" });
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await db.insert(companyMemberships).values({
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companyId: company.id,
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principalType: "user",
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principalId: userId,
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status: "active",
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membershipRole: "operator",
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});
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const decision = await authorizationService(db).decide({
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actor: { type: "board", userId, source: "session" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: company.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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expect(decision).toMatchObject({
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allowed: true,
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reason: "allow_simple_company_member",
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});
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});
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it("denies legacy board assignment context for viewers", async () => {
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const company = await createCompany(db, "BoardViewerAssignment");
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const userId = `user-${randomUUID()}`;
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const targetAgent = await createAgent(db, company.id, { role: "engineer" });
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await db.insert(companyMemberships).values({
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companyId: company.id,
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principalType: "user",
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principalId: userId,
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status: "active",
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membershipRole: "viewer",
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});
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const decision = await authorizationService(db).decide({
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actor: { type: "board", userId, companyIds: [company.id], source: "session" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: company.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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expect(decision).toMatchObject({
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allowed: false,
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reason: "deny_missing_grant",
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});
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});
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it("denies simple-mode assignment to a target agent from another company", async () => {
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const sourceCompany = await createCompany(db, "AssignmentSource");
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const targetCompany = await createCompany(db, "AssignmentTarget");
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const actorAgent = await createAgent(db, sourceCompany.id, { role: "engineer" });
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const targetAgent = await createAgent(db, targetCompany.id, { role: "engineer" });
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await db.insert(companyMemberships).values({
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companyId: sourceCompany.id,
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principalType: "agent",
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principalId: actorAgent.id,
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status: "active",
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membershipRole: "member",
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});
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const decision = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: sourceCompany.id, source: "agent_key" },
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action: "tasks:assign",
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resource: { type: "issue", companyId: sourceCompany.id, assigneeAgentId: targetAgent.id },
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scope: { assigneeAgentId: targetAgent.id },
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});
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expect(decision).toMatchObject({
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allowed: false,
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reason: "deny_company_boundary",
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});
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});
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it("preserves legacy CEO agent creator authority", async () => {
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const company = await createCompany(db, "Legacy");
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const actorAgent = await createAgent(db, company.id, { role: "ceo" });
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const decision = await authorizationService(db).decide({
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actor: { type: "agent", agentId: actorAgent.id, companyId: company.id, source: "agent_jwt" },
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action: "agents:create",
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resource: { type: "company", companyId: company.id },
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});
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expect(decision).toMatchObject({
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allowed: true,
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reason: "allow_legacy_agent_creator",
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});
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});
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it("allows scoped assignment inside a granted project and denies other projects", async () => {
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const company = await createCompany(db, "ProjectScope");
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const project = await createProject(db, company.id, "Allowed");
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const otherProject = await createProject(db, company.id, "Denied");
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const actorAgent = await createAgent(db, company.id);
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const targetAgent = await createAgent(db, company.id);
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await grantAgentPermission(db, company.id, actorAgent.id, "tasks:assign_scope", {
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projectIds: [project.id],
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});
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const allowed = await authorizationService(db).decidePrincipalGrant({
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companyId: company.id,
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principalType: "agent",
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principalId: actorAgent.id,
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action: "tasks:assign",
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permissionKey: "tasks:assign_scope",
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scope: { projectId: project.id, assigneeAgentId: targetAgent.id },
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});
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const denied = await authorizationService(db).decidePrincipalGrant({
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companyId: company.id,
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principalType: "agent",
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principalId: actorAgent.id,
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action: "tasks:assign",
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permissionKey: "tasks:assign_scope",
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scope: { projectId: otherProject.id, assigneeAgentId: targetAgent.id },
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});
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expect(allowed).toMatchObject({
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allowed: true,
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grant: { permissionKey: "tasks:assign_scope" },
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});
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expect(denied).toMatchObject({
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allowed: false,
|
|
reason: "deny_scope",
|
|
});
|
|
expect(denied.explanation).toContain("does not cover the requested scope");
|
|
});
|
|
|
|
it("treats unknown grant scope metadata as unconstrained", async () => {
|
|
const company = await createCompany(db, "UnknownScopeMetadata");
|
|
const actorAgent = await createAgent(db, company.id);
|
|
const targetAgent = await createAgent(db, company.id);
|
|
await grantAgentPermission(db, company.id, actorAgent.id, "tasks:assign_scope", {
|
|
note: "CEO-approved",
|
|
});
|
|
|
|
const decision = await authorizationService(db).decidePrincipalGrant({
|
|
companyId: company.id,
|
|
principalType: "agent",
|
|
principalId: actorAgent.id,
|
|
action: "tasks:assign",
|
|
permissionKey: "tasks:assign_scope",
|
|
scope: { assigneeAgentId: targetAgent.id },
|
|
});
|
|
|
|
expect(decision).toMatchObject({
|
|
allowed: true,
|
|
grant: { permissionKey: "tasks:assign_scope" },
|
|
});
|
|
});
|
|
|
|
it("allows scoped assignment to agents inside a managed subtree only", async () => {
|
|
const company = await createCompany(db, "SubtreeScope");
|
|
const actorAgent = await createAgent(db, company.id);
|
|
const managerAgent = await createAgent(db, company.id);
|
|
const childAgent = await createAgent(db, company.id, { reportsTo: managerAgent.id });
|
|
const grandchildAgent = await createAgent(db, company.id, { reportsTo: childAgent.id });
|
|
const outsideAgent = await createAgent(db, company.id);
|
|
await grantAgentPermission(db, company.id, actorAgent.id, "tasks:assign_scope", {
|
|
managedSubtreeAgentIds: [managerAgent.id],
|
|
});
|
|
|
|
const allowed = await authorizationService(db).decidePrincipalGrant({
|
|
companyId: company.id,
|
|
principalType: "agent",
|
|
principalId: actorAgent.id,
|
|
action: "tasks:assign",
|
|
permissionKey: "tasks:assign_scope",
|
|
scope: { assigneeAgentId: grandchildAgent.id },
|
|
});
|
|
const denied = await authorizationService(db).decidePrincipalGrant({
|
|
companyId: company.id,
|
|
principalType: "agent",
|
|
principalId: actorAgent.id,
|
|
action: "tasks:assign",
|
|
permissionKey: "tasks:assign_scope",
|
|
scope: { assigneeAgentId: outsideAgent.id },
|
|
});
|
|
|
|
expect(allowed.allowed).toBe(true);
|
|
expect(allowed.grant?.permissionKey).toBe("tasks:assign_scope");
|
|
expect(denied).toMatchObject({
|
|
allowed: false,
|
|
reason: "deny_scope",
|
|
});
|
|
});
|
|
|
|
it("allows scoped assignment to an explicit target-agent allowlist only", async () => {
|
|
const company = await createCompany(db, "AllowlistScope");
|
|
const actorAgent = await createAgent(db, company.id);
|
|
const allowedTarget = await createAgent(db, company.id);
|
|
const deniedTarget = await createAgent(db, company.id);
|
|
await grantAgentPermission(db, company.id, actorAgent.id, "tasks:assign_scope", {
|
|
assigneeAgentIds: [allowedTarget.id],
|
|
});
|
|
|
|
const allowed = await authorizationService(db).decidePrincipalGrant({
|
|
companyId: company.id,
|
|
principalType: "agent",
|
|
principalId: actorAgent.id,
|
|
action: "tasks:assign",
|
|
permissionKey: "tasks:assign_scope",
|
|
scope: { assigneeAgentId: allowedTarget.id },
|
|
});
|
|
const denied = await authorizationService(db).decidePrincipalGrant({
|
|
companyId: company.id,
|
|
principalType: "agent",
|
|
principalId: actorAgent.id,
|
|
action: "tasks:assign",
|
|
permissionKey: "tasks:assign_scope",
|
|
scope: { assigneeAgentId: deniedTarget.id },
|
|
});
|
|
|
|
expect(allowed.allowed).toBe(true);
|
|
expect(denied.allowed).toBe(false);
|
|
});
|
|
|
|
it("preserves unscoped tasks:assign compatibility for assignment decisions", async () => {
|
|
const company = await createCompany(db, "BroadAssign");
|
|
const actorAgent = await createAgent(db, company.id);
|
|
const targetAgent = await createAgent(db, company.id);
|
|
await grantAgentPermission(db, company.id, actorAgent.id, "tasks:assign");
|
|
|
|
const decision = await authorizationService(db).decidePrincipalGrant({
|
|
companyId: company.id,
|
|
principalType: "agent",
|
|
principalId: actorAgent.id,
|
|
action: "tasks:assign",
|
|
permissionKey: "tasks:assign",
|
|
scope: { assigneeAgentId: targetAgent.id },
|
|
});
|
|
|
|
expect(decision).toMatchObject({
|
|
allowed: true,
|
|
grant: { permissionKey: "tasks:assign" },
|
|
});
|
|
});
|
|
});
|