paperclip/server/src/routes/costs.ts
Dotta 7a329fb8bb
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>
2026-04-20 10:56:48 -05:00

328 lines
11 KiB
TypeScript

import { Router } from "express";
import type { Db } from "@paperclipai/db";
import {
createCostEventSchema,
createFinanceEventSchema,
resolveBudgetIncidentSchema,
updateBudgetSchema,
upsertBudgetPolicySchema,
} from "@paperclipai/shared";
import { validate } from "../middleware/validate.js";
import {
budgetService,
costService,
financeService,
companyService,
agentService,
heartbeatService,
logActivity,
} from "../services/index.js";
import { assertBoard, assertCompanyAccess, getActorInfo } from "./authz.js";
import { fetchAllQuotaWindows } from "../services/quota-windows.js";
import { badRequest } from "../errors.js";
export function parseCostDateRange(query: Record<string, unknown>) {
const fromRaw = query.from as string | undefined;
const toRaw = query.to as string | undefined;
const from = fromRaw ? new Date(fromRaw) : undefined;
const to = toRaw ? new Date(toRaw) : undefined;
if (from && isNaN(from.getTime())) throw badRequest("invalid 'from' date");
if (to && isNaN(to.getTime())) throw badRequest("invalid 'to' date");
return (from || to) ? { from, to } : undefined;
}
export function parseCostLimit(query: Record<string, unknown>) {
const raw = Array.isArray(query.limit) ? query.limit[0] : query.limit;
if (raw == null || raw === "") return 100;
const limit = typeof raw === "number" ? raw : Number.parseInt(String(raw), 10);
if (!Number.isFinite(limit) || limit <= 0 || limit > 500) {
throw badRequest("invalid 'limit' value");
}
return limit;
}
export function costRoutes(db: Db) {
const router = Router();
const heartbeat = heartbeatService(db);
const budgetHooks = {
cancelWorkForScope: heartbeat.cancelBudgetScopeWork,
};
const costs = costService(db, budgetHooks);
const finance = financeService(db);
const budgets = budgetService(db, budgetHooks);
const companies = companyService(db);
const agents = agentService(db);
router.post("/companies/:companyId/cost-events", validate(createCostEventSchema), async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
if (req.actor.type === "agent" && req.actor.agentId !== req.body.agentId) {
res.status(403).json({ error: "Agent can only report its own costs" });
return;
}
const event = await costs.createEvent(companyId, {
...req.body,
occurredAt: new Date(req.body.occurredAt),
});
const actor = getActorInfo(req);
await logActivity(db, {
companyId,
actorType: actor.actorType,
actorId: actor.actorId,
agentId: actor.agentId,
action: "cost.reported",
entityType: "cost_event",
entityId: event.id,
details: { costCents: event.costCents, model: event.model },
});
res.status(201).json(event);
});
router.post("/companies/:companyId/finance-events", validate(createFinanceEventSchema), async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
assertBoard(req);
const event = await finance.createEvent(companyId, {
...req.body,
occurredAt: new Date(req.body.occurredAt),
});
const actor = getActorInfo(req);
await logActivity(db, {
companyId,
actorType: actor.actorType,
actorId: actor.actorId,
agentId: actor.agentId,
action: "finance_event.reported",
entityType: "finance_event",
entityId: event.id,
details: {
amountCents: event.amountCents,
biller: event.biller,
eventKind: event.eventKind,
direction: event.direction,
},
});
res.status(201).json(event);
});
router.get("/companies/:companyId/costs/summary", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const summary = await costs.summary(companyId, range);
res.json(summary);
});
router.get("/companies/:companyId/costs/by-agent", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await costs.byAgent(companyId, range);
res.json(rows);
});
router.get("/companies/:companyId/costs/by-agent-model", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await costs.byAgentModel(companyId, range);
res.json(rows);
});
router.get("/companies/:companyId/costs/by-provider", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await costs.byProvider(companyId, range);
res.json(rows);
});
router.get("/companies/:companyId/costs/by-biller", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await costs.byBiller(companyId, range);
res.json(rows);
});
router.get("/companies/:companyId/costs/finance-summary", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const summary = await finance.summary(companyId, range);
res.json(summary);
});
router.get("/companies/:companyId/costs/finance-by-biller", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await finance.byBiller(companyId, range);
res.json(rows);
});
router.get("/companies/:companyId/costs/finance-by-kind", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await finance.byKind(companyId, range);
res.json(rows);
});
router.get("/companies/:companyId/costs/finance-events", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const limit = parseCostLimit(req.query);
const rows = await finance.list(companyId, range, limit);
res.json(rows);
});
router.get("/companies/:companyId/costs/window-spend", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const rows = await costs.windowSpend(companyId);
res.json(rows);
});
router.get("/companies/:companyId/costs/quota-windows", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
assertBoard(req);
// validate companyId resolves to a real company so the "__none__" sentinel
// and any forged ids are rejected before we touch provider credentials
const company = await companies.getById(companyId);
if (!company) {
res.status(404).json({ error: "Company not found" });
return;
}
const results = await fetchAllQuotaWindows();
res.json(results);
});
router.get("/companies/:companyId/budgets/overview", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const overview = await budgets.overview(companyId);
res.json(overview);
});
router.post(
"/companies/:companyId/budgets/policies",
validate(upsertBudgetPolicySchema),
async (req, res) => {
assertBoard(req);
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const summary = await budgets.upsertPolicy(companyId, req.body, req.actor.userId ?? "board");
res.json(summary);
},
);
router.post(
"/companies/:companyId/budget-incidents/:incidentId/resolve",
validate(resolveBudgetIncidentSchema),
async (req, res) => {
assertBoard(req);
const companyId = req.params.companyId as string;
const incidentId = req.params.incidentId as string;
assertCompanyAccess(req, companyId);
const incident = await budgets.resolveIncident(companyId, incidentId, req.body, req.actor.userId ?? "board");
res.json(incident);
},
);
router.get("/companies/:companyId/costs/by-project", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const range = parseCostDateRange(req.query);
const rows = await costs.byProject(companyId, range);
res.json(rows);
});
router.patch("/companies/:companyId/budgets", validate(updateBudgetSchema), async (req, res) => {
assertBoard(req);
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
const company = await companies.update(companyId, { budgetMonthlyCents: req.body.budgetMonthlyCents });
if (!company) {
res.status(404).json({ error: "Company not found" });
return;
}
await logActivity(db, {
companyId,
actorType: "user",
actorId: req.actor.userId ?? "board",
action: "company.budget_updated",
entityType: "company",
entityId: companyId,
details: { budgetMonthlyCents: req.body.budgetMonthlyCents },
});
await budgets.upsertPolicy(
companyId,
{
scopeType: "company",
scopeId: companyId,
amount: req.body.budgetMonthlyCents,
windowKind: "calendar_month_utc",
},
req.actor.userId ?? "board",
);
res.json(company);
});
router.patch("/agents/:agentId/budgets", validate(updateBudgetSchema), async (req, res) => {
const agentId = req.params.agentId as string;
const agent = await agents.getById(agentId);
if (!agent) {
res.status(404).json({ error: "Agent not found" });
return;
}
assertCompanyAccess(req, agent.companyId);
assertBoard(req);
const updated = await agents.update(agentId, { budgetMonthlyCents: req.body.budgetMonthlyCents });
if (!updated) {
res.status(404).json({ error: "Agent not found" });
return;
}
const actor = getActorInfo(req);
await logActivity(db, {
companyId: updated.companyId,
actorType: actor.actorType,
actorId: actor.actorId,
agentId: actor.agentId,
action: "agent.budget_updated",
entityType: "agent",
entityId: updated.id,
details: { budgetMonthlyCents: updated.budgetMonthlyCents },
});
await budgets.upsertPolicy(
updated.companyId,
{
scopeType: "agent",
scopeId: updated.id,
amount: updated.budgetMonthlyCents,
windowKind: "calendar_month_utc",
},
req.actor.type === "board" ? req.actor.userId ?? "board" : null,
);
res.json(updated);
});
return router;
}