[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>

server/src/services/access.ts

@@ -9,6 +9,8 @@ import {
 } from "@paperclipai/db";
 import type { PermissionKey, PrincipalType } from "@paperclipai/shared";
 import { conflict } from "../errors.js";
+import { authorizationService, type AuthorizationActor, type AuthorizationResource } from "./authorization.js";
+import { ensureHumanRoleDefaultGrants } from "./principal-access-compatibility.js";
 
 type MembershipRow = typeof companyMemberships.$inferSelect;
 type GrantInput = {
@@ -24,6 +26,8 @@ type MemberArchiveInput = {
 };
 
 export function accessService(db: Db) {
+  const authorization = authorizationService(db);
+
   async function isInstanceAdmin(userId: string | null | undefined): Promise<boolean> {
     if (!userId) return false;
     const row = await db
@@ -58,21 +62,13 @@ export function accessService(db: Db) {
     principalId: string,
     permissionKey: PermissionKey,
   ): Promise<boolean> {
-    const membership = await getMembership(companyId, principalType, principalId);
-    if (!membership || membership.status !== "active") return false;
-    const grant = await db
-      .select({ id: principalPermissionGrants.id })
-      .from(principalPermissionGrants)
-      .where(
-        and(
-          eq(principalPermissionGrants.companyId, companyId),
-          eq(principalPermissionGrants.principalType, principalType),
-          eq(principalPermissionGrants.principalId, principalId),
-          eq(principalPermissionGrants.permissionKey, permissionKey),
-        ),
-      )
-      .then((rows) => rows[0] ?? null);
-    return Boolean(grant);
+    return authorization.decidePrincipalGrant({
+      companyId,
+      principalType,
+      principalId,
+      permissionKey,
+      action: permissionKey,
+    }).then((decision) => decision.allowed);
   }
 
   async function canUser(
@@ -80,9 +76,20 @@ export function accessService(db: Db) {
     userId: string | null | undefined,
     permissionKey: PermissionKey,
   ): Promise<boolean> {
-    if (!userId) return false;
-    if (await isInstanceAdmin(userId)) return true;
-    return hasPermission(companyId, "user", userId, permissionKey);
+    return authorization.decide({
+      actor: { type: "board", userId },
+      action: permissionKey,
+      resource: { type: "company", companyId },
+    }).then((decision) => decision.allowed);
+  }
+
+  async function decide(input: {
+    actor: AuthorizationActor;
+    action: Parameters<typeof authorization.decide>[0]["action"];
+    resource: AuthorizationResource;
+    scope?: Record<string, unknown> | null;
+  }) {
+    return authorization.decide(input);
   }
 
   async function listMembers(companyId: string) {
@@ -616,10 +623,30 @@ export function accessService(db: Db) {
         membership.membershipRole,
         "active",
       );
+      await ensureHumanRoleDefaultGrants(db, {
+        companyId: targetCompanyId,
+        principalId: membership.principalId,
+        membershipRole: membership.membershipRole,
+        grantedByUserId: null,
+      });
     }
     return sourceMemberships;
   }
 
+  async function ensureRoleDefaultGrants(
+    companyId: string,
+    principalId: string,
+    membershipRole: string | null | undefined,
+    grantedByUserId: string | null,
+  ) {
+    return ensureHumanRoleDefaultGrants(db, {
+      companyId,
+      principalId,
+      membershipRole,
+      grantedByUserId,
+    });
+  }
+
   async function listPrincipalGrants(
     companyId: string,
     principalType: PrincipalType,
@@ -768,6 +795,7 @@ export function accessService(db: Db) {
 
   return {
     isInstanceAdmin,
+    decide,
     canUser,
     hasPermission,
     getMembership,
@@ -776,6 +804,7 @@ export function accessService(db: Db) {
     listMembers,
     listActiveUserMemberships,
     copyActiveUserMemberships,
+    ensureRoleDefaultGrants,
     archiveMember,
     setMemberPermissions,
     updateMemberAndPermissions,