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[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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102 changed files with 6744 additions and 395 deletions
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@ -100,7 +100,7 @@ runWorker(plugin, import.meta.url);
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| `onValidateConfig?(config)` | Optional. Return `{ ok, warnings?, errors? }` for settings UI / Test Connection. |
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| `onWebhook?(input)` | Optional. Handle `POST /api/plugins/:pluginId/webhooks/:endpointKey`; required if webhooks declared. |
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**Context (`ctx`) in setup:** `config`, `localFolders`, `events`, `jobs`, `launchers`, `http`, `secrets`, `activity`, `state`, `entities`, `projects`, `companies`, `issues`, `agents`, `goals`, `data`, `actions`, `streams`, `tools`, `metrics`, `logger`, `manifest`. Worker-side host APIs are capability-gated; declare capabilities in the manifest.
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**Context (`ctx`) in setup:** `config`, `localFolders`, `events`, `jobs`, `launchers`, `http`, `secrets`, `activity`, `state`, `entities`, `projects`, `companies`, `issues`, `agents`, `goals`, `access`, `authorization`, `data`, `actions`, `streams`, `tools`, `metrics`, `logger`, `manifest`. Worker-side host APIs are capability-gated; declare capabilities in the manifest.
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**Agents:** `ctx.agents.invoke(agentId, companyId, opts)` for one-shot invocation. `ctx.agents.sessions` for two-way chat: `create`, `list`, `sendMessage` (with streaming `onEvent` callback), `close`. See the [Plugin Authoring Guide](../../doc/plugins/PLUGIN_AUTHORING_GUIDE.md#agent-sessions-two-way-chat) for details.
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@ -134,7 +134,7 @@ Subscribe in `setup` with `ctx.events.on(name, handler)` or `ctx.events.on(name,
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**Filter (optional):** Pass a second argument to `on()`: `{ projectId?, companyId?, agentId? }` so the host only delivers matching events.
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**Company context:** Events still carry `companyId` for company-scoped data, but plugin installation and activation are instance-wide in the current runtime.
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**Company context:** Events still carry `companyId` for company-scoped data, but plugin installation and activation are instance-wide in the current runtime. Access and authorization host services require an active company-scoped invocation such as an event, API route, tool run, environment call, or UI bridge call; the requested `companyId` must match that active scope.
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## Scheduled (recurring) jobs
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@ -321,6 +321,11 @@ Declare in `manifest.capabilities`. Grouped by scope:
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| | `activity.read` |
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| | `costs.read` |
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| | `issues.orchestration.read` |
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| | `access.members.read` |
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| | `access.invites.read` |
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| | `authorization.grants.read` |
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| | `authorization.policies.read` |
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| | `authorization.audit.read` |
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| | `database.namespace.read` |
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| | `issues.create` |
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| | `issues.update` |
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@ -348,6 +353,10 @@ Declare in `manifest.capabilities`. Grouped by scope:
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| | `local.folders` |
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| **Agent** | `agent.tools.register` |
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| | `agents.invoke` |
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| | `access.members.write` |
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| | `access.invites.write` |
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| | `authorization.grants.write` |
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| | `authorization.policies.write` |
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| | `agent.sessions.create` |
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| | `agent.sessions.list` |
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| | `agent.sessions.send` |
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