Harden API route authorization boundaries (#4122)

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The REST API is the control-plane boundary for companies, agents,
plugins, adapters, costs, invites, and issue mutations.
> - Several routes still relied on broad board or company access checks
without consistently enforcing the narrower actor, company, and
active-checkout boundaries those operations require.
> - That can allow agents or non-admin users to mutate sensitive
resources outside the intended governance path.
> - This pull request hardens the route authorization layer and adds
regression coverage for the audited API surfaces.
> - The benefit is tighter multi-company isolation, safer plugin and
adapter administration, and stronger enforcement of active issue
ownership.

## What Changed

- Added route-level authorization checks for budgets, plugin
administration/scoped routes, adapter management, company import/export,
direct agent creation, invite test resolution, and issue mutation/write
surfaces.
- Enforced active checkout ownership for agent-authenticated issue
mutations, while preserving explicit management overrides for permitted
managers.
- Restricted sensitive adapter and plugin management operations to
instance-admin or properly scoped actors.
- Tightened company portability and invite probing routes so agents
cannot cross company boundaries.
- Updated access constants and the Company Access UI copy for the new
active-checkout management grant.
- Added focused regression tests covering cross-company denial, agent
self-mutation denial, admin-only operations, and active checkout
ownership.
- Rebased the branch onto `public-gh/master` and fixed validation
fallout from the rebase: heartbeat-context route ordering and a company
import/export e2e fixture that now opts out of direct-hire approval
before using direct agent creation.
- Updated onboarding and signoff e2e setup to create seed agents through
`/agent-hires` plus board approval, so they remain compatible with the
approval-gated new-agent default.
- Addressed Greptile feedback by removing a duplicate company export API
alias, avoiding N+1 reporting-chain lookups in active-checkout override
checks, allowing agent mutations on unassigned `in_progress` issues, and
blocking NAT64 invite-probe targets.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issues-goal-context-routes.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/adapter-routes-authz.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/company-portability-routes.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/invite-test-resolution-route.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/invite-test-resolution-route.test.ts`
- `pnpm -r typecheck`
- `pnpm --filter server typecheck`
- `pnpm --filter ui typecheck`
- `pnpm build`
- `pnpm test:e2e -- tests/e2e/onboarding.spec.ts
tests/e2e/signoff-policy.spec.ts`
- `pnpm test:e2e -- tests/e2e/signoff-policy.spec.ts`
- `pnpm test:run` was also run. It failed under default full-suite
parallelism with two order-dependent failures in
`plugin-routes-authz.test.ts` and `routines-e2e.test.ts`; both files
passed when rerun directly together with `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/routines-e2e.test.ts`.

## Risks

- Medium risk: this changes authorization behavior across multiple
sensitive API surfaces, so callers that depended on broad board/company
access may now receive `403` or `409` until they use the correct
governance path.
- Direct agent creation now respects the company-level board-approval
requirement; integrations that need pending hires should use
`/api/companies/:companyId/agent-hires`.
- Active in-progress issue mutations now require checkout ownership or
an explicit management override, which may reveal workflow assumptions
in older automation.

> 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-using workflow with local shell,
Git, GitHub CLI, and repository tests.

## 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
- [ ] 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>
This commit is contained in:
Dotta 2026-04-20 10:56:48 -05:00 committed by GitHub
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22 changed files with 1903 additions and 138 deletions

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@ -0,0 +1,375 @@
import { Readable } from "node:stream";
import express from "express";
import request from "supertest";
import { beforeEach, describe, expect, it, vi } from "vitest";
import { errorHandler } from "../middleware/index.js";
import { issueRoutes } from "../routes/issues.js";
const issueId = "11111111-1111-4111-8111-111111111111";
const companyId = "22222222-2222-4222-8222-222222222222";
const ownerAgentId = "33333333-3333-4333-8333-333333333333";
const peerAgentId = "44444444-4444-4444-8444-444444444444";
const ownerRunId = "55555555-5555-4555-8555-555555555555";
const mockIssueService = vi.hoisted(() => ({
addComment: vi.fn(),
assertCheckoutOwner: vi.fn(),
getAttachmentById: vi.fn(),
getByIdentifier: vi.fn(),
getById: vi.fn(),
getRelationSummaries: vi.fn(),
getWakeableParentAfterChildCompletion: vi.fn(),
listAttachments: vi.fn(),
listWakeableBlockedDependents: vi.fn(),
remove: vi.fn(),
removeAttachment: vi.fn(),
update: vi.fn(),
findMentionedAgents: vi.fn(),
}));
const mockAccessService = vi.hoisted(() => ({
canUser: vi.fn(),
hasPermission: vi.fn(),
}));
const mockAgentService = vi.hoisted(() => ({
getById: vi.fn(),
list: vi.fn(),
resolveByReference: vi.fn(),
}));
const mockDocumentService = vi.hoisted(() => ({
upsertIssueDocument: vi.fn(),
}));
const mockWorkProductService = vi.hoisted(() => ({
getById: vi.fn(),
update: vi.fn(),
}));
const mockStorageService = vi.hoisted(() => ({
provider: "local_disk",
putFile: vi.fn(),
getObject: vi.fn(),
headObject: vi.fn(),
deleteObject: vi.fn(),
}));
vi.mock("@paperclipai/shared/telemetry", () => ({
trackAgentTaskCompleted: vi.fn(),
trackErrorHandlerCrash: vi.fn(),
}));
vi.mock("../telemetry.js", () => ({
getTelemetryClient: vi.fn(() => ({ track: vi.fn() })),
}));
vi.mock("../services/index.js", () => ({
accessService: () => mockAccessService,
agentService: () => mockAgentService,
documentService: () => mockDocumentService,
executionWorkspaceService: () => ({}),
feedbackService: () => ({
listIssueVotesForUser: vi.fn(async () => []),
saveIssueVote: vi.fn(async () => ({ vote: null, consentEnabledNow: false, sharingEnabled: false })),
}),
goalService: () => ({}),
heartbeatService: () => ({
wakeup: vi.fn(async () => undefined),
reportRunActivity: vi.fn(async () => undefined),
getRun: vi.fn(async () => null),
getActiveRunForAgent: vi.fn(async () => null),
cancelRun: vi.fn(async () => null),
}),
instanceSettingsService: () => ({
get: vi.fn(async () => ({
id: "instance-settings-1",
general: {
censorUsernameInLogs: false,
feedbackDataSharingPreference: "prompt",
},
})),
listCompanyIds: vi.fn(async () => [companyId]),
}),
issueApprovalService: () => ({}),
issueService: () => mockIssueService,
logActivity: vi.fn(async () => undefined),
projectService: () => ({}),
routineService: () => ({
syncRunStatusForIssue: vi.fn(async () => undefined),
}),
workProductService: () => mockWorkProductService,
}));
function makeIssue(overrides: Record<string, unknown> = {}) {
return {
id: issueId,
companyId,
status: "in_progress",
priority: "high",
projectId: null,
goalId: null,
parentId: null,
assigneeAgentId: ownerAgentId,
assigneeUserId: null,
createdByUserId: "board-user",
identifier: "PAP-1649",
title: "Owned active issue",
executionPolicy: null,
executionState: null,
hiddenAt: null,
...overrides,
};
}
function makeAgent(id: string, overrides: Record<string, unknown> = {}) {
return {
id,
companyId,
role: "engineer",
reportsTo: null,
permissions: { canCreateAgents: false },
...overrides,
};
}
function createApp(actor: Record<string, unknown>) {
const app = express();
app.use(express.json());
app.use((req, _res, next) => {
(req as any).actor = actor;
next();
});
app.use("/api", issueRoutes({} as any, mockStorageService as any));
app.use(errorHandler);
return app;
}
function peerActor(overrides: Record<string, unknown> = {}) {
return {
type: "agent",
agentId: peerAgentId,
companyId,
source: "agent_key",
runId: "66666666-6666-4666-8666-666666666666",
...overrides,
};
}
function ownerActor() {
return {
type: "agent",
agentId: ownerAgentId,
companyId,
source: "agent_key",
runId: ownerRunId,
};
}
function boardActor() {
return {
type: "board",
userId: "board-user",
companyIds: [companyId],
source: "local_implicit",
isInstanceAdmin: false,
};
}
describe("agent issue mutation checkout ownership", () => {
beforeEach(() => {
vi.clearAllMocks();
mockAccessService.canUser.mockResolvedValue(true);
mockAccessService.hasPermission.mockResolvedValue(false);
mockAgentService.getById.mockImplementation(async (id: string) => {
if (id === ownerAgentId) return makeAgent(ownerAgentId);
if (id === peerAgentId) return makeAgent(peerAgentId);
return null;
});
mockAgentService.list.mockResolvedValue([
makeAgent(ownerAgentId),
makeAgent(peerAgentId),
]);
mockAgentService.resolveByReference.mockResolvedValue({ ambiguous: false, agent: null });
mockIssueService.getById.mockResolvedValue(makeIssue());
mockIssueService.getByIdentifier.mockResolvedValue(null);
mockIssueService.assertCheckoutOwner.mockResolvedValue({ adoptedFromRunId: null });
mockIssueService.getRelationSummaries.mockResolvedValue({ blockedBy: [], blocks: [] });
mockIssueService.listWakeableBlockedDependents.mockResolvedValue([]);
mockIssueService.getWakeableParentAfterChildCompletion.mockResolvedValue(null);
mockIssueService.findMentionedAgents.mockResolvedValue([]);
mockIssueService.update.mockImplementation(async (_id: string, patch: Record<string, unknown>) => ({
...makeIssue(),
...patch,
}));
mockIssueService.addComment.mockResolvedValue({
id: "77777777-7777-4777-8777-777777777777",
issueId,
companyId,
body: "comment",
});
mockIssueService.listAttachments.mockResolvedValue([]);
mockIssueService.remove.mockResolvedValue(makeIssue({ status: "cancelled" }));
mockIssueService.getAttachmentById.mockResolvedValue({
id: "attachment-1",
issueId,
companyId,
objectKey: "issues/attachment-1/report.txt",
contentType: "text/plain",
byteSize: 6,
originalFilename: "report.txt",
});
mockIssueService.removeAttachment.mockResolvedValue({
id: "attachment-1",
issueId,
companyId,
objectKey: "issues/attachment-1/report.txt",
});
mockDocumentService.upsertIssueDocument.mockResolvedValue({
created: false,
document: {
id: "document-1",
key: "plan",
title: "Plan",
format: "markdown",
latestRevisionNumber: 2,
},
});
mockWorkProductService.getById.mockResolvedValue({
id: "product-1",
issueId,
companyId,
type: "artifact",
});
mockWorkProductService.update.mockResolvedValue({
id: "product-1",
issueId,
companyId,
type: "artifact",
title: "Updated",
});
mockStorageService.putFile.mockResolvedValue({
provider: "local_disk",
objectKey: "issues/upload.txt",
contentType: "text/plain",
byteSize: 6,
sha256: "sha256",
originalFilename: "upload.txt",
});
mockStorageService.getObject.mockResolvedValue({
stream: Readable.from(Buffer.from("report")),
contentLength: 6,
});
mockStorageService.deleteObject.mockResolvedValue(undefined);
});
it.each([
["patch", (app: express.Express) => request(app).patch(`/api/issues/${issueId}`).send({ title: "Blocked" })],
["delete", (app: express.Express) => request(app).delete(`/api/issues/${issueId}`)],
["comment", (app: express.Express) => request(app).post(`/api/issues/${issueId}/comments`).send({ body: "blocked" })],
[
"document upsert",
(app: express.Express) =>
request(app).put(`/api/issues/${issueId}/documents/plan`).send({ format: "markdown", body: "# blocked" }),
],
["work product update", (app: express.Express) => request(app).patch("/api/work-products/product-1").send({ title: "Blocked" })],
[
"attachment upload",
(app: express.Express) =>
request(app)
.post(`/api/companies/${companyId}/issues/${issueId}/attachments`)
.attach("file", Buffer.from("report"), { filename: "report.txt", contentType: "text/plain" }),
],
["attachment delete", (app: express.Express) => request(app).delete("/api/attachments/attachment-1")],
])("rejects peer agent %s on another agent's active checkout", async (_name, sendRequest) => {
const res = await sendRequest(createApp(peerActor()));
expect(res.status, JSON.stringify(res.body)).toBe(409);
expect(res.body.error).toBe("Issue is checked out by another agent");
expect(mockIssueService.assertCheckoutOwner).not.toHaveBeenCalled();
expect(mockIssueService.update).not.toHaveBeenCalled();
expect(mockIssueService.addComment).not.toHaveBeenCalled();
expect(mockDocumentService.upsertIssueDocument).not.toHaveBeenCalled();
expect(mockWorkProductService.update).not.toHaveBeenCalled();
expect(mockStorageService.putFile).not.toHaveBeenCalled();
expect(mockStorageService.deleteObject).not.toHaveBeenCalled();
});
it("allows the checked-out owner with the matching run id to patch and update documents", async () => {
const app = createApp(ownerActor());
await request(app).patch(`/api/issues/${issueId}`).send({ title: "Updated" }).expect(200);
await request(app)
.put(`/api/issues/${issueId}/documents/plan`)
.send({ format: "markdown", body: "# updated" })
.expect(200);
expect(mockIssueService.assertCheckoutOwner).toHaveBeenCalledWith(issueId, ownerAgentId, ownerRunId);
expect(mockIssueService.update).toHaveBeenCalled();
expect(mockDocumentService.upsertIssueDocument).toHaveBeenCalledWith(
expect.objectContaining({
issueId,
key: "plan",
createdByAgentId: ownerAgentId,
createdByRunId: ownerRunId,
}),
);
});
it("preserves board mutations on active checkouts", async () => {
const app = createApp(boardActor());
await request(app).patch(`/api/issues/${issueId}`).send({ title: "Board update" }).expect(200);
await request(app)
.put(`/api/issues/${issueId}/documents/plan`)
.send({ format: "markdown", body: "# board" })
.expect(200);
expect(mockIssueService.assertCheckoutOwner).not.toHaveBeenCalled();
expect(mockIssueService.update).toHaveBeenCalled();
expect(mockDocumentService.upsertIssueDocument).toHaveBeenCalled();
});
it("allows agents with the active-checkout management grant to mutate active checkouts", async () => {
mockAccessService.hasPermission.mockImplementation(async (
_companyId: string,
_principalType: string,
principalId: string,
permissionKey: string,
) => principalId === peerAgentId && permissionKey === "tasks:manage_active_checkouts");
const res = await request(createApp(peerActor())).patch(`/api/issues/${issueId}`).send({ title: "Managed update" });
expect(res.status).toBe(200);
expect(mockIssueService.assertCheckoutOwner).not.toHaveBeenCalled();
expect(mockIssueService.update).toHaveBeenCalled();
});
it("allows same-company agent mutations when the issue is not in progress", async () => {
mockIssueService.getById.mockResolvedValue(makeIssue({ status: "todo", assigneeAgentId: ownerAgentId }));
mockIssueService.update.mockImplementation(async (_id: string, patch: Record<string, unknown>) => ({
...makeIssue({ status: "todo", assigneeAgentId: ownerAgentId }),
...patch,
}));
const res = await request(createApp(peerActor())).patch(`/api/issues/${issueId}`).send({ title: "Todo update" });
expect(res.status).toBe(200);
expect(mockIssueService.assertCheckoutOwner).not.toHaveBeenCalled();
expect(mockIssueService.update).toHaveBeenCalled();
});
it("allows same-company agent mutations on unassigned in-progress issues", async () => {
mockIssueService.getById.mockResolvedValue(makeIssue({ assigneeAgentId: null }));
mockIssueService.update.mockImplementation(async (_id: string, patch: Record<string, unknown>) => ({
...makeIssue({ assigneeAgentId: null }),
...patch,
}));
const res = await request(createApp(peerActor())).patch(`/api/issues/${issueId}`).send({ title: "Claimable update" });
expect(res.status).toBe(200);
expect(mockIssueService.assertCheckoutOwner).not.toHaveBeenCalled();
expect(mockIssueService.update).toHaveBeenCalled();
});
});