forked from farhoodlabs/paperclip
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>
390 lines
12 KiB
TypeScript
390 lines
12 KiB
TypeScript
import express from "express";
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import request from "supertest";
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import { beforeEach, describe, expect, it, vi } from "vitest";
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vi.unmock("http");
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vi.unmock("node:http");
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const agentId = "11111111-1111-4111-8111-111111111111";
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const companyId = "22222222-2222-4222-8222-222222222222";
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const keyId = "33333333-3333-4333-8333-333333333333";
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const baseAgent = {
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id: agentId,
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companyId,
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name: "Builder",
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urlKey: "builder",
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role: "engineer",
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title: "Builder",
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icon: null,
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status: "idle",
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reportsTo: null,
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capabilities: null,
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adapterType: "process",
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adapterConfig: {},
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runtimeConfig: {},
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budgetMonthlyCents: 0,
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spentMonthlyCents: 0,
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pauseReason: null,
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pausedAt: null,
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permissions: { canCreateAgents: false },
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lastHeartbeatAt: null,
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metadata: null,
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createdAt: new Date("2026-04-11T00:00:00.000Z"),
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updatedAt: new Date("2026-04-11T00:00:00.000Z"),
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};
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const baseKey = {
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id: keyId,
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agentId,
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companyId,
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name: "exploit",
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createdAt: new Date("2026-04-11T00:00:00.000Z"),
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revokedAt: null,
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};
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let currentKeyAgentId = agentId;
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let currentAccessCanUser = false;
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const mockAgentService = vi.hoisted(() => ({
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getById: vi.fn(),
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pause: vi.fn(),
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resume: vi.fn(),
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terminate: vi.fn(),
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remove: vi.fn(),
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listKeys: vi.fn(),
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createApiKey: vi.fn(),
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getKeyById: vi.fn(),
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revokeKey: vi.fn(),
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}));
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const mockAccessService = vi.hoisted(() => ({
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canUser: vi.fn(),
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decide: vi.fn(),
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hasPermission: vi.fn(),
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getMembership: vi.fn(),
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ensureMembership: vi.fn(),
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listPrincipalGrants: vi.fn(),
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setPrincipalPermission: vi.fn(),
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}));
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const mockApprovalService = vi.hoisted(() => ({
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create: vi.fn(),
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getById: vi.fn(),
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}));
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const mockBudgetService = vi.hoisted(() => ({
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upsertPolicy: vi.fn(),
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}));
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const mockHeartbeatService = vi.hoisted(() => ({
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cancelActiveForAgent: vi.fn(),
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}));
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const mockIssueApprovalService = vi.hoisted(() => ({
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linkManyForApproval: vi.fn(),
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}));
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const mockIssueService = vi.hoisted(() => ({
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list: vi.fn(),
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}));
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const mockSecretService = vi.hoisted(() => ({
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normalizeAdapterConfigForPersistence: vi.fn(),
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resolveAdapterConfigForRuntime: vi.fn(),
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}));
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const mockAgentInstructionsService = vi.hoisted(() => ({
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materializeManagedBundle: vi.fn(),
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}));
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const mockCompanySkillService = vi.hoisted(() => ({
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listRuntimeSkillEntries: vi.fn(),
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resolveRequestedSkillKeys: vi.fn(),
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}));
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const mockWorkspaceOperationService = vi.hoisted(() => ({}));
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const mockLogActivity = vi.hoisted(() => vi.fn());
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const mockGetTelemetryClient = vi.hoisted(() => vi.fn());
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vi.mock("@paperclipai/shared/telemetry", () => ({
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trackAgentCreated: vi.fn(),
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trackErrorHandlerCrash: vi.fn(),
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}));
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vi.mock("../telemetry.js", () => ({
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getTelemetryClient: mockGetTelemetryClient,
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}));
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vi.mock("../routes/authz.js", async () => {
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const { forbidden, unauthorized } = await vi.importActual<typeof import("../errors.js")>("../errors.js");
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function assertAuthenticated(req: Express.Request) {
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if (req.actor.type === "none") {
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throw unauthorized();
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}
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}
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function assertBoard(req: Express.Request) {
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if (req.actor.type !== "board") {
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throw forbidden("Board access required");
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}
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}
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function assertCompanyAccess(req: Express.Request, expectedCompanyId: string) {
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assertAuthenticated(req);
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if (req.actor.type === "agent" && req.actor.companyId !== expectedCompanyId) {
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throw forbidden("Agent key cannot access another company");
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}
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if (req.actor.type === "board" && req.actor.source !== "local_implicit") {
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const allowedCompanies = req.actor.companyIds ?? [];
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if (!allowedCompanies.includes(expectedCompanyId)) {
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throw forbidden("User does not have access to this company");
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}
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}
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}
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function assertInstanceAdmin(req: Express.Request) {
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assertBoard(req);
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if (req.actor.source === "local_implicit" || req.actor.isInstanceAdmin) return;
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throw forbidden("Instance admin access required");
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}
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function getActorInfo(req: Express.Request) {
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assertAuthenticated(req);
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if (req.actor.type === "agent") {
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return {
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actorType: "agent" as const,
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actorId: req.actor.agentId ?? "unknown-agent",
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agentId: req.actor.agentId ?? null,
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runId: req.actor.runId ?? null,
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};
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}
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return {
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actorType: "user" as const,
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actorId: req.actor.userId ?? "board",
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agentId: null,
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runId: req.actor.runId ?? null,
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};
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}
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return {
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assertAuthenticated,
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assertBoard,
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assertCompanyAccess,
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assertInstanceAdmin,
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getActorInfo,
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};
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});
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vi.mock("../services/index.js", () => ({
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agentService: () => mockAgentService,
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agentInstructionsService: () => mockAgentInstructionsService,
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accessService: () => mockAccessService,
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approvalService: () => mockApprovalService,
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companySkillService: () => mockCompanySkillService,
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budgetService: () => mockBudgetService,
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heartbeatService: () => mockHeartbeatService,
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issueApprovalService: () => mockIssueApprovalService,
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issueService: () => mockIssueService,
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logActivity: mockLogActivity,
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secretService: () => mockSecretService,
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syncInstructionsBundleConfigFromFilePath: vi.fn((_agent, config) => config),
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workspaceOperationService: () => mockWorkspaceOperationService,
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}));
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vi.mock("../services/instance-settings.js", () => ({
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instanceSettingsService: () => ({
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getGeneral: vi.fn(async () => ({ censorUsernameInLogs: false })),
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}),
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}));
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let routeModules:
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| Promise<[
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typeof import("../middleware/index.js"),
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typeof import("../routes/agents.js"),
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]>
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| null = null;
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async function loadRouteModules() {
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routeModules ??= Promise.all([
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import("../middleware/index.js"),
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import("../routes/agents.js"),
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]);
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return routeModules;
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}
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async function createApp(actor: Record<string, unknown>) {
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const [{ errorHandler }, { agentRoutes }] = await loadRouteModules();
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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 as any).actor = {
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...actor,
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companyIds: Array.isArray(actor.companyIds) ? [...actor.companyIds] : actor.companyIds,
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};
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next();
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});
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app.use("/api", agentRoutes({} as any));
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app.use(errorHandler);
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return app;
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}
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async function requestApp(
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app: express.Express,
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buildRequest: (baseUrl: string) => request.Test,
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) {
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const { createServer } = await vi.importActual<typeof import("node:http")>("node:http");
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const server = createServer(app);
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try {
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await new Promise<void>((resolve) => {
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server.listen(0, "127.0.0.1", resolve);
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});
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const address = server.address();
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if (!address || typeof address === "string") {
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throw new Error("Expected HTTP server to listen on a TCP port");
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}
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return await buildRequest(`http://127.0.0.1:${address.port}`);
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} finally {
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if (server.listening) {
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await new Promise<void>((resolve, reject) => {
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server.close((error) => {
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if (error) reject(error);
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else resolve();
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});
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});
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}
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}
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}
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function resetMockDefaults() {
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vi.clearAllMocks();
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for (const mock of Object.values(mockAgentService)) mock.mockReset();
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for (const mock of Object.values(mockAccessService)) mock.mockReset();
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for (const mock of Object.values(mockApprovalService)) mock.mockReset();
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for (const mock of Object.values(mockBudgetService)) mock.mockReset();
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for (const mock of Object.values(mockHeartbeatService)) mock.mockReset();
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for (const mock of Object.values(mockIssueApprovalService)) mock.mockReset();
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for (const mock of Object.values(mockIssueService)) mock.mockReset();
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for (const mock of Object.values(mockSecretService)) mock.mockReset();
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for (const mock of Object.values(mockAgentInstructionsService)) mock.mockReset();
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for (const mock of Object.values(mockCompanySkillService)) mock.mockReset();
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mockLogActivity.mockReset();
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mockGetTelemetryClient.mockReset();
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mockGetTelemetryClient.mockReturnValue({ track: vi.fn() });
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currentKeyAgentId = agentId;
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currentAccessCanUser = false;
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mockAgentService.getById.mockImplementation(async () => ({ ...baseAgent }));
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mockAgentService.pause.mockImplementation(async () => ({ ...baseAgent }));
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mockAgentService.resume.mockImplementation(async () => ({ ...baseAgent }));
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mockAgentService.terminate.mockImplementation(async () => ({ ...baseAgent }));
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mockAgentService.remove.mockImplementation(async () => ({ ...baseAgent }));
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mockAgentService.listKeys.mockImplementation(async () => []);
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mockAgentService.createApiKey.mockImplementation(async () => ({
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id: keyId,
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name: baseKey.name,
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token: "pcp_test_token",
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createdAt: baseKey.createdAt,
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}));
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mockAgentService.getKeyById.mockImplementation(async () => ({
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...baseKey,
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agentId: currentKeyAgentId,
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}));
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mockAgentService.revokeKey.mockImplementation(async () => ({
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...baseKey,
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revokedAt: new Date("2026-04-11T00:05:00.000Z"),
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}));
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mockAccessService.canUser.mockImplementation(async () => currentAccessCanUser);
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mockAccessService.decide.mockImplementation(async (input: { actor?: { type?: string; source?: string }; action?: string }) => {
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const allowed = input.actor?.type === "board" && input.actor.source === "local_implicit"
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? true
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: currentAccessCanUser;
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return {
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allowed,
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action: input.action,
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reason: allowed ? "allow_explicit_grant" : "deny_missing_grant",
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explanation: allowed ? "Allowed by test grant." : `Missing permission: ${input.action ?? "action"}`,
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};
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});
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mockAccessService.hasPermission.mockImplementation(async () => false);
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mockAccessService.getMembership.mockImplementation(async () => null);
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mockAccessService.listPrincipalGrants.mockImplementation(async () => []);
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mockAccessService.ensureMembership.mockImplementation(async () => undefined);
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mockAccessService.setPrincipalPermission.mockImplementation(async () => undefined);
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mockHeartbeatService.cancelActiveForAgent.mockImplementation(async () => undefined);
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mockLogActivity.mockImplementation(async () => undefined);
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}
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describe.sequential("agent cross-tenant route authorization", () => {
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beforeEach(() => {
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resetMockDefaults();
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});
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it("enforces company boundaries before mutating or reading agent keys", async () => {
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const crossTenantActor = {
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type: "board",
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userId: "mallory",
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companyIds: [],
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source: "session",
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isInstanceAdmin: false,
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};
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const deniedCases = [
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{
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label: "pause",
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request: (app: express.Express) =>
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requestApp(app, (baseUrl) => request(baseUrl).post(`/api/agents/${agentId}/pause`).send({})),
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untouched: [mockAgentService.pause, mockHeartbeatService.cancelActiveForAgent],
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},
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{
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label: "list keys",
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request: (app: express.Express) =>
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requestApp(app, (baseUrl) => request(baseUrl).get(`/api/agents/${agentId}/keys`)),
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untouched: [mockAgentService.listKeys],
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},
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{
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label: "create key",
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request: (app: express.Express) =>
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requestApp(app, (baseUrl) => request(baseUrl).post(`/api/agents/${agentId}/keys`).send({ name: "exploit" })),
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untouched: [mockAgentService.createApiKey],
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},
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{
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label: "revoke key",
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request: (app: express.Express) =>
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requestApp(app, (baseUrl) => request(baseUrl).delete(`/api/agents/${agentId}/keys/${keyId}`)),
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untouched: [mockAgentService.getKeyById, mockAgentService.revokeKey],
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},
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];
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for (const deniedCase of deniedCases) {
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resetMockDefaults();
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const app = await createApp(crossTenantActor);
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const res = await deniedCase.request(app);
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expect(res.status, `${deniedCase.label}: ${JSON.stringify(res.body)}`).toBe(403);
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expect(res.body.error).toContain("User does not have access to this company");
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expect(mockAgentService.getById).toHaveBeenCalledWith(agentId);
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for (const mock of deniedCase.untouched) {
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expect(mock).not.toHaveBeenCalled();
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}
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}
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resetMockDefaults();
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currentKeyAgentId = "44444444-4444-4444-8444-444444444444";
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currentAccessCanUser = true;
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const app = await createApp({
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type: "board",
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userId: "board-user",
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companyIds: [companyId],
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source: "session",
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isInstanceAdmin: false,
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});
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const res = await requestApp(app, (baseUrl) => request(baseUrl).delete(`/api/agents/${agentId}/keys/${keyId}`));
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expect(res.status).toBe(404);
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expect(res.body.error).toContain("Key not found");
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expect(mockAgentService.getKeyById).toHaveBeenCalledWith(keyId);
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expect(mockAgentService.revokeKey).not.toHaveBeenCalled();
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});
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});
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