Files
paperclip/server/src/routes/approvals.ts
T
Dotta dbebf30c89 Add low-trust review containment (#7530)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies, so execution
policy and trust boundaries are part of the product's safety contract.
> - Low-trust review work needs narrower authority than normal
same-company agents because hostile PRs, comments, attachments, and
generated output can carry prompt-injection payloads.
> - The current V1 shape gives trusted workers broad company context,
which is useful for normal execution but too permissive for a reviewer
assigned to hostile content.
> - This branch adds a `low_trust_review` preset, source-trust tagging,
route-level containment, and quarantine handling so low-trust output
does not automatically flow into higher-trust wake context.
> - The branch has been rebased onto current `origin/master`, and the
low-trust migration was renumbered to `0097_low_trust_source_trust.sql`
to avoid collisions with existing `0091` through `0096` migrations.
> - Greptile feedback was addressed by tightening low-trust detection,
preserving project-level trust policy checks, fixing issue-kind
promotion lookup, removing duplicate post-lease isolation assertion,
documenting fail-closed source-trust behavior, bounding ancestry checks,
enforcing runtime issue context for CEOs, awaiting accepted-plan monitor
authorization, and making low-trust issue source-trust tagging atomic.
> - The benefit is a first production slice of deny-by-default review
containment with regression coverage for the main control-plane pivot
surfaces.

Fixes #7531.

## What Changed

- Added shared trust-policy types and validators, plus
database/source-trust fields for issues, comments, documents, and work
products.
- Implemented server enforcement for low-trust issue scope, agent
self-view redaction, secret/plugin/runtime denial paths, promotion
checks, and quarantined continuation/wake context.
- Added focused low-trust regression tests for resolver behavior, source
trust, route authorization, heartbeat preflight ordering, runtime
containment, and quarantine redaction.
- Added board UI affordances for selecting/reviewing the low-trust
preset and surfacing source-trust badges in relevant issue views.
- Added `doc/LOW-TRUST-PRESETS.md`, updated
`doc/SPEC-implementation.md`, and committed the low-trust review
contract plan under `doc/plans/`.
- Rebasing note: the original `0097_low_trust_source_trust.sql`
migration was renamed to `0097_low_trust_source_trust.sql`; the SQL uses
`ADD COLUMN IF NOT EXISTS` so users who already applied the old-numbered
migration are not broken by the renumbered migration.

## Verification

- Rebased branch onto current `origin/master` and force-pushed with
lease to `origin/PAP-10211-low-trust-agent` at head `2719f31e3`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Resolved upstream UI/comment conflicts by preserving deleted-comment
tombstone behavior and low-trust source-trust badges/metadata.
- Renumbered the low-trust source-trust migration to
`0097_low_trust_source_trust.sql`; the SQL uses `ADD COLUMN IF NOT
EXISTS` so users who already applied an old-numbered copy are not
broken.
- `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts`
- `pnpm exec vitest run server/src/__tests__/source-trust.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
ui/src/lib/trust-policy-ui.test.ts
ui/src/components/TrustPresetSection.test.tsx`
- `pnpm run typecheck:build-gaps`
- `git diff --check`
- GitHub checks pass on head `2719f31e3`: build, typecheck/release
registry, general tests, serialized server suites, e2e, canary, verify,
policy/review, Socket, and Snyk.
- Greptile Review passes with Confidence Score 5/5 and zero unresolved
Greptile review threads.
- No design screenshots/images were added because the task explicitly
says not to add them unless they are specifically part of the work.

## Risks

- Medium risk: this touches shared trust-policy contracts, server
authorization paths, heartbeat context generation, migration metadata,
and UI preset controls.
- Low-trust containment is intentionally deny-by-default; legitimate
future review workflows may need explicit allowlisted exceptions.
- Plugin/runtime/security surfaces are broad, so regression tests cover
the current known routes but future integrations must route through the
same containment layer.
- The PR is ready for review; GitHub checks are green and Greptile is
5/5.

> 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 shell and GitHub CLI
workflow.

## 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] UI changes are covered by focused tests; no screenshots were added
per task instruction not to add design images unless specifically
required
- [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>
2026-06-05 16:48:02 -05:00

381 lines
13 KiB
TypeScript

import { Router, type Request } from "express";
import type { Db } from "@paperclipai/db";
import {
addApprovalCommentSchema,
createApprovalSchema,
requestApprovalRevisionSchema,
resolveApprovalSchema,
resubmitApprovalSchema,
} from "@paperclipai/shared";
import { validate } from "../middleware/validate.js";
import { logger } from "../middleware/logger.js";
import {
approvalService,
accessService,
heartbeatService,
issueApprovalService,
logActivity,
secretService,
} from "../services/index.js";
import { assertBoard, assertCompanyAccess, getActorInfo } from "./authz.js";
import { redactEventPayload } from "../redaction.js";
import type { PluginWorkerManager } from "../services/plugin-worker-manager.js";
function redactApprovalPayload<T extends { payload: Record<string, unknown> }>(approval: T): T {
return {
...approval,
payload: redactEventPayload(approval.payload) ?? {},
};
}
export function approvalRoutes(
db: Db,
options: { pluginWorkerManager?: PluginWorkerManager } = {},
) {
const router = Router();
const svc = approvalService(db);
const access = accessService(db);
const heartbeat = heartbeatService(db, {
pluginWorkerManager: options.pluginWorkerManager,
});
const issueApprovalsSvc = issueApprovalService(db);
const secretsSvc = secretService(db);
const strictSecretsMode = process.env.PAPERCLIP_SECRETS_STRICT_MODE === "true";
async function requireApprovalAccess(req: Request, id: string) {
const approval = await svc.getById(id);
if (!approval) {
return null;
}
assertCompanyAccess(req, approval.companyId);
return approval;
}
async function assertApprovalAccessAllowed(req: Request, res: any, companyId: string) {
const decision = await access.decide({
actor: req.actor,
action: "company_scope:read",
resource: { type: "company", companyId },
});
if (decision.allowed) return true;
res.status(403).json({ error: "Approvals are outside this actor's authorization boundary" });
return false;
}
router.get("/companies/:companyId/approvals", async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
if (!(await assertApprovalAccessAllowed(req, res, companyId))) return;
const status = req.query.status as string | undefined;
const result = await svc.list(companyId, status);
res.json(result.map((approval) => redactApprovalPayload(approval)));
});
router.get("/approvals/:id", async (req, res) => {
const id = req.params.id as string;
const approval = await svc.getById(id);
if (!approval) {
res.status(404).json({ error: "Approval not found" });
return;
}
assertCompanyAccess(req, approval.companyId);
if (!(await assertApprovalAccessAllowed(req, res, approval.companyId))) return;
res.json(redactApprovalPayload(approval));
});
router.post("/companies/:companyId/approvals", validate(createApprovalSchema), async (req, res) => {
const companyId = req.params.companyId as string;
assertCompanyAccess(req, companyId);
if (!(await assertApprovalAccessAllowed(req, res, companyId))) return;
const rawIssueIds = req.body.issueIds;
const issueIds = Array.isArray(rawIssueIds)
? rawIssueIds.filter((value: unknown): value is string => typeof value === "string")
: [];
const uniqueIssueIds = Array.from(new Set(issueIds));
const { issueIds: _issueIds, ...approvalInput } = req.body;
const normalizedPayload =
approvalInput.type === "hire_agent"
? await secretsSvc.normalizeHireApprovalPayloadForPersistence(
companyId,
approvalInput.payload,
{ strictMode: strictSecretsMode },
)
: approvalInput.payload;
const actor = getActorInfo(req);
const approval = await svc.create(companyId, {
...approvalInput,
payload: normalizedPayload,
requestedByUserId: actor.actorType === "user" ? actor.actorId : null,
requestedByAgentId:
approvalInput.requestedByAgentId ?? (actor.actorType === "agent" ? actor.actorId : null),
status: "pending",
decisionNote: null,
decidedByUserId: null,
decidedAt: null,
updatedAt: new Date(),
});
if (uniqueIssueIds.length > 0) {
await issueApprovalsSvc.linkManyForApproval(approval.id, uniqueIssueIds, {
agentId: actor.agentId,
userId: actor.actorType === "user" ? actor.actorId : null,
});
}
await logActivity(db, {
companyId,
actorType: actor.actorType,
actorId: actor.actorId,
agentId: actor.agentId,
action: "approval.created",
entityType: "approval",
entityId: approval.id,
details: { type: approval.type, issueIds: uniqueIssueIds },
});
res.status(201).json(redactApprovalPayload(approval));
});
router.get("/approvals/:id/issues", async (req, res) => {
const id = req.params.id as string;
const approval = await svc.getById(id);
if (!approval) {
res.status(404).json({ error: "Approval not found" });
return;
}
assertCompanyAccess(req, approval.companyId);
if (!(await assertApprovalAccessAllowed(req, res, approval.companyId))) return;
const issues = await issueApprovalsSvc.listIssuesForApproval(id);
res.json(issues);
});
router.post("/approvals/:id/approve", validate(resolveApprovalSchema), async (req, res) => {
assertBoard(req);
const id = req.params.id as string;
if (!(await requireApprovalAccess(req, id))) {
res.status(404).json({ error: "Approval not found" });
return;
}
const decidedByUserId = req.actor.userId ?? "board";
const { approval, applied } = await svc.approve(id, decidedByUserId, req.body.decisionNote);
if (applied) {
const linkedIssues = await issueApprovalsSvc.listIssuesForApproval(approval.id);
const linkedIssueIds = linkedIssues.map((issue) => issue.id);
const primaryIssueId = linkedIssueIds[0] ?? null;
await logActivity(db, {
companyId: approval.companyId,
actorType: "user",
actorId: req.actor.userId ?? "board",
action: "approval.approved",
entityType: "approval",
entityId: approval.id,
details: {
type: approval.type,
requestedByAgentId: approval.requestedByAgentId,
linkedIssueIds,
},
});
if (approval.requestedByAgentId) {
try {
const wakeRun = await heartbeat.wakeup(approval.requestedByAgentId, {
source: "automation",
triggerDetail: "system",
reason: "approval_approved",
payload: {
approvalId: approval.id,
approvalStatus: approval.status,
issueId: primaryIssueId,
issueIds: linkedIssueIds,
},
requestedByActorType: "user",
requestedByActorId: req.actor.userId ?? "board",
contextSnapshot: {
source: "approval.approved",
approvalId: approval.id,
approvalStatus: approval.status,
issueId: primaryIssueId,
issueIds: linkedIssueIds,
taskId: primaryIssueId,
wakeReason: "approval_approved",
},
});
await logActivity(db, {
companyId: approval.companyId,
actorType: "user",
actorId: req.actor.userId ?? "board",
action: "approval.requester_wakeup_queued",
entityType: "approval",
entityId: approval.id,
details: {
requesterAgentId: approval.requestedByAgentId,
wakeRunId: wakeRun?.id ?? null,
linkedIssueIds,
},
});
} catch (err) {
logger.warn(
{
err,
approvalId: approval.id,
requestedByAgentId: approval.requestedByAgentId,
},
"failed to queue requester wakeup after approval",
);
await logActivity(db, {
companyId: approval.companyId,
actorType: "user",
actorId: req.actor.userId ?? "board",
action: "approval.requester_wakeup_failed",
entityType: "approval",
entityId: approval.id,
details: {
requesterAgentId: approval.requestedByAgentId,
linkedIssueIds,
error: err instanceof Error ? err.message : String(err),
},
});
}
}
}
res.json(redactApprovalPayload(approval));
});
router.post("/approvals/:id/reject", validate(resolveApprovalSchema), async (req, res) => {
assertBoard(req);
const id = req.params.id as string;
if (!(await requireApprovalAccess(req, id))) {
res.status(404).json({ error: "Approval not found" });
return;
}
const decidedByUserId = req.actor.userId ?? "board";
const { approval, applied } = await svc.reject(id, decidedByUserId, req.body.decisionNote);
if (applied) {
await logActivity(db, {
companyId: approval.companyId,
actorType: "user",
actorId: req.actor.userId ?? "board",
action: "approval.rejected",
entityType: "approval",
entityId: approval.id,
details: { type: approval.type },
});
}
res.json(redactApprovalPayload(approval));
});
router.post(
"/approvals/:id/request-revision",
validate(requestApprovalRevisionSchema),
async (req, res) => {
assertBoard(req);
const id = req.params.id as string;
if (!(await requireApprovalAccess(req, id))) {
res.status(404).json({ error: "Approval not found" });
return;
}
const decidedByUserId = req.actor.userId ?? "board";
const approval = await svc.requestRevision(id, decidedByUserId, req.body.decisionNote);
await logActivity(db, {
companyId: approval.companyId,
actorType: "user",
actorId: req.actor.userId ?? "board",
action: "approval.revision_requested",
entityType: "approval",
entityId: approval.id,
details: { type: approval.type },
});
res.json(redactApprovalPayload(approval));
},
);
router.post("/approvals/:id/resubmit", validate(resubmitApprovalSchema), async (req, res) => {
const id = req.params.id as string;
const existing = await svc.getById(id);
if (!existing) {
res.status(404).json({ error: "Approval not found" });
return;
}
assertCompanyAccess(req, existing.companyId);
if (req.actor.type === "agent" && req.actor.agentId !== existing.requestedByAgentId) {
res.status(403).json({ error: "Only requesting agent can resubmit this approval" });
return;
}
const normalizedPayload = req.body.payload
? existing.type === "hire_agent"
? await secretsSvc.normalizeHireApprovalPayloadForPersistence(
existing.companyId,
req.body.payload,
{ strictMode: strictSecretsMode },
)
: req.body.payload
: undefined;
const approval = await svc.resubmit(id, normalizedPayload);
const actor = getActorInfo(req);
await logActivity(db, {
companyId: approval.companyId,
actorType: actor.actorType,
actorId: actor.actorId,
agentId: actor.agentId,
action: "approval.resubmitted",
entityType: "approval",
entityId: approval.id,
details: { type: approval.type },
});
res.json(redactApprovalPayload(approval));
});
router.get("/approvals/:id/comments", async (req, res) => {
const id = req.params.id as string;
const approval = await svc.getById(id);
if (!approval) {
res.status(404).json({ error: "Approval not found" });
return;
}
assertCompanyAccess(req, approval.companyId);
const comments = await svc.listComments(id);
res.json(comments);
});
router.post("/approvals/:id/comments", validate(addApprovalCommentSchema), async (req, res) => {
const id = req.params.id as string;
const approval = await svc.getById(id);
if (!approval) {
res.status(404).json({ error: "Approval not found" });
return;
}
assertCompanyAccess(req, approval.companyId);
const actor = getActorInfo(req);
const comment = await svc.addComment(id, req.body.body, {
agentId: actor.agentId ?? undefined,
userId: actor.actorType === "user" ? actor.actorId : undefined,
});
await logActivity(db, {
companyId: approval.companyId,
actorType: actor.actorType,
actorId: actor.actorId,
agentId: actor.agentId,
action: "approval.comment_added",
entityType: "approval",
entityId: approval.id,
details: { commentId: comment.id },
});
res.status(201).json(comment);
});
return router;
}