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>
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// @vitest-environment jsdom
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import { act } from "react";
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import { createRoot } from "react-dom/client";
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import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
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import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
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import { CompanySettingsPluginPage } from "./CompanySettingsPluginPage";
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const mockSetBreadcrumbs = vi.hoisted(() => vi.fn());
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const mockUsePluginSlots = vi.hoisted(() => vi.fn());
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const mockParams = vi.hoisted(() => ({
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companyPrefix: "PAP" as string | undefined,
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settingsRoutePath: "permissions" as string | undefined,
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}));
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vi.mock("@/context/BreadcrumbContext", () => ({
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useBreadcrumbs: () => ({
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setBreadcrumbs: mockSetBreadcrumbs,
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}),
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}));
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vi.mock("@/context/CompanyContext", () => ({
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useCompany: () => ({
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companies: [{ id: "company-1", name: "Paperclip", issuePrefix: "PAP" }],
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selectedCompanyId: "company-1",
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}),
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}));
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vi.mock("@/lib/router", () => ({
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Link: ({ to, children }: { to: string; children: React.ReactNode }) => <a href={to}>{children}</a>,
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useLocation: () => ({ pathname: "/PAP/company/settings/permissions", search: "", hash: "" }),
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useParams: () => mockParams,
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}));
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vi.mock("@/plugins/slots", () => ({
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usePluginSlots: mockUsePluginSlots,
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PluginSlotMount: ({
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slot,
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context,
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}: {
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slot: { displayName: string };
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context: { companyId: string | null; companyPrefix: string | null };
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}) => (
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<div data-testid="plugin-slot-mount">
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{slot.displayName}:{context.companyId}:{context.companyPrefix}
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</div>
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),
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}));
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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(globalThis as any).IS_REACT_ACT_ENVIRONMENT = true;
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async function flushReact() {
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await act(async () => {
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await Promise.resolve();
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await new Promise((resolve) => window.setTimeout(resolve, 0));
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});
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}
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async function renderPage(container: HTMLDivElement) {
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const root = createRoot(container);
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const queryClient = new QueryClient({
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defaultOptions: { queries: { retry: false } },
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});
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await act(async () => {
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root.render(
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<QueryClientProvider client={queryClient}>
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<CompanySettingsPluginPage />
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</QueryClientProvider>,
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);
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});
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await flushReact();
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return root;
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}
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describe("CompanySettingsPluginPage", () => {
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let container: HTMLDivElement;
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beforeEach(() => {
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container = document.createElement("div");
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document.body.appendChild(container);
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mockParams.companyPrefix = "PAP";
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mockParams.settingsRoutePath = "permissions";
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mockUsePluginSlots.mockReturnValue({
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slots: [
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{
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type: "companySettingsPage",
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id: "permissions",
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displayName: "Permissions",
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exportName: "PermissionsPage",
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routePath: "permissions",
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pluginId: "plugin-1",
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pluginKey: "permissions-extension",
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pluginDisplayName: "Permissions Extension",
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pluginVersion: "0.1.0",
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},
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],
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isLoading: false,
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errorMessage: null,
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});
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});
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afterEach(() => {
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container.remove();
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document.body.innerHTML = "";
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vi.clearAllMocks();
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});
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it("mounts the matching company settings slot with company context", async () => {
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const root = await renderPage(container);
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expect(container.querySelector('[data-testid="plugin-slot-mount"]')?.textContent).toBe(
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"Permissions:company-1:PAP",
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);
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expect(mockSetBreadcrumbs).toHaveBeenCalledWith([
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{ label: "Settings", href: "/company/settings" },
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{ label: "Permissions" },
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]);
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await act(async () => {
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root.unmount();
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});
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});
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it("fails closed when no ready plugin declares the route", async () => {
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mockUsePluginSlots.mockReturnValue({
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slots: [],
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isLoading: false,
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errorMessage: null,
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});
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const root = await renderPage(container);
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expect(container.textContent).toContain("Page not found");
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await act(async () => {
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root.unmount();
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});
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});
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});
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