Files
PaperClipAI/server/src/services/execution-workspace-policy.ts
T
DottaandPaperclip 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

338 lines
15 KiB
TypeScript

import type {
ExecutionWorkspaceMode,
ExecutionWorkspaceStrategy,
IssueExecutionWorkspaceSettings,
ProjectExecutionWorkspaceDefaultMode,
ProjectExecutionWorkspacePolicy,
} from "@paperclipai/shared";
import { asString, parseObject } from "../adapters/utils.js";
type ParsedExecutionWorkspaceMode = Exclude<ExecutionWorkspaceMode, "inherit" | "reuse_existing">;
function cloneRecord(value: Record<string, unknown> | null | undefined): Record<string, unknown> | null {
if (!value) return null;
return { ...value };
}
function parseExecutionWorkspaceStrategy(raw: unknown): ExecutionWorkspaceStrategy | null {
const parsed = parseObject(raw);
const type = asString(parsed.type, "");
if (type !== "project_primary" && type !== "git_worktree" && type !== "adapter_managed" && type !== "cloud_sandbox") {
return null;
}
return {
type,
...(typeof parsed.baseRef === "string" ? { baseRef: parsed.baseRef } : {}),
...(typeof parsed.branchTemplate === "string" ? { branchTemplate: parsed.branchTemplate } : {}),
...(typeof parsed.worktreeParentDir === "string" ? { worktreeParentDir: parsed.worktreeParentDir } : {}),
...(typeof parsed.provisionCommand === "string" ? { provisionCommand: parsed.provisionCommand } : {}),
...(typeof parsed.teardownCommand === "string" ? { teardownCommand: parsed.teardownCommand } : {}),
};
}
export function parseProjectExecutionWorkspacePolicy(raw: unknown): ProjectExecutionWorkspacePolicy | null {
const parsed = parseObject(raw);
if (Object.keys(parsed).length === 0) return null;
const enabled = typeof parsed.enabled === "boolean" ? parsed.enabled : false;
const workspaceStrategy = parseExecutionWorkspaceStrategy(parsed.workspaceStrategy);
const defaultMode = asString(parsed.defaultMode, "");
const defaultProjectWorkspaceId =
typeof parsed.defaultProjectWorkspaceId === "string" ? parsed.defaultProjectWorkspaceId : undefined;
const environmentId = typeof parsed.environmentId === "string" ? parsed.environmentId : undefined;
const allowIssueOverride =
typeof parsed.allowIssueOverride === "boolean" ? parsed.allowIssueOverride : undefined;
const normalizedDefaultMode = (() => {
if (
defaultMode === "shared_workspace" ||
defaultMode === "isolated_workspace" ||
defaultMode === "operator_branch" ||
defaultMode === "adapter_default"
) {
return defaultMode as ProjectExecutionWorkspaceDefaultMode;
}
if (defaultMode === "project_primary") return "shared_workspace";
if (defaultMode === "isolated") return "isolated_workspace";
return undefined;
})();
return {
enabled,
...(normalizedDefaultMode ? { defaultMode: normalizedDefaultMode } : {}),
...(allowIssueOverride !== undefined ? { allowIssueOverride } : {}),
...(defaultProjectWorkspaceId ? { defaultProjectWorkspaceId } : {}),
...(environmentId !== undefined ? { environmentId } : {}),
...(workspaceStrategy ? { workspaceStrategy } : {}),
...(parsed.workspaceRuntime && typeof parsed.workspaceRuntime === "object" && !Array.isArray(parsed.workspaceRuntime)
? { workspaceRuntime: { ...(parsed.workspaceRuntime as Record<string, unknown>) } }
: {}),
...(parsed.branchPolicy && typeof parsed.branchPolicy === "object" && !Array.isArray(parsed.branchPolicy)
? { branchPolicy: { ...(parsed.branchPolicy as Record<string, unknown>) } }
: {}),
...(parsed.pullRequestPolicy && typeof parsed.pullRequestPolicy === "object" && !Array.isArray(parsed.pullRequestPolicy)
? { pullRequestPolicy: { ...(parsed.pullRequestPolicy as Record<string, unknown>) } }
: {}),
...(parsed.runtimePolicy && typeof parsed.runtimePolicy === "object" && !Array.isArray(parsed.runtimePolicy)
? { runtimePolicy: { ...(parsed.runtimePolicy as Record<string, unknown>) } }
: {}),
...(parsed.cleanupPolicy && typeof parsed.cleanupPolicy === "object" && !Array.isArray(parsed.cleanupPolicy)
? { cleanupPolicy: { ...(parsed.cleanupPolicy as Record<string, unknown>) } }
: {}),
...(parsed.authorizationPolicy && typeof parsed.authorizationPolicy === "object" && !Array.isArray(parsed.authorizationPolicy)
? { authorizationPolicy: { ...(parsed.authorizationPolicy as Record<string, unknown>) } }
: {}),
};
}
export function gateProjectExecutionWorkspacePolicy(
projectPolicy: ProjectExecutionWorkspacePolicy | null,
isolatedWorkspacesEnabled: boolean,
): ProjectExecutionWorkspacePolicy | null {
if (!isolatedWorkspacesEnabled) return null;
return projectPolicy;
}
export function parseIssueExecutionWorkspaceSettings(raw: unknown): IssueExecutionWorkspaceSettings | null {
const parsed = parseObject(raw);
if (Object.keys(parsed).length === 0) return null;
const workspaceStrategy = parseExecutionWorkspaceStrategy(parsed.workspaceStrategy);
const mode = asString(parsed.mode, "");
const normalizedMode = (() => {
if (
mode === "inherit" ||
mode === "shared_workspace" ||
mode === "isolated_workspace" ||
mode === "operator_branch" ||
mode === "reuse_existing" ||
mode === "agent_default"
) {
return mode;
}
if (mode === "project_primary") return "shared_workspace";
if (mode === "isolated") return "isolated_workspace";
return "";
})();
return {
...(normalizedMode
? { mode: normalizedMode as IssueExecutionWorkspaceSettings["mode"] }
: {}),
...(typeof parsed.environmentId === "string" ? { environmentId: parsed.environmentId } : {}),
...(workspaceStrategy ? { workspaceStrategy } : {}),
...(parsed.workspaceRuntime && typeof parsed.workspaceRuntime === "object" && !Array.isArray(parsed.workspaceRuntime)
? { workspaceRuntime: { ...(parsed.workspaceRuntime as Record<string, unknown>) } }
: {}),
};
}
export type ExecutionWorkspaceEnvironmentSource =
| "workspace"
| "issue"
| "project"
| "agent"
| "default";
export type ExecutionWorkspaceEnvironmentConflict = {
reason: "reused_workspace_environment_mismatch";
workspaceEnvironmentId: string;
assigneeIntendedEnvironmentId: string;
assigneeIntendedSource: Exclude<ExecutionWorkspaceEnvironmentSource, "workspace">;
};
export type ExecutionWorkspaceEnvironmentResolution = {
environmentId: string;
source: ExecutionWorkspaceEnvironmentSource;
conflict: ExecutionWorkspaceEnvironmentConflict | null;
};
function resolveAssigneeIntendedExecutionWorkspaceEnvironment(input: {
projectPolicy: ProjectExecutionWorkspacePolicy | null;
issueSettings: IssueExecutionWorkspaceSettings | null;
agentDefaultEnvironmentId: string | null;
defaultEnvironmentId: string;
}): {
environmentId: string;
source: Exclude<ExecutionWorkspaceEnvironmentSource, "workspace">;
} {
// Explicit issue-level env override always wins, even for null-default
// (local-only) agents. An operator who deliberately set
// `executionWorkspaceSettings.environmentId` on this specific issue (see the
// issues-service contract preserved in issues.ts:4243) chose that env for
// this assignment and should not be silently downgraded to the local default
// (PAPA-430 review fix). Inherited issue envs from
// `inheritExecutionWorkspaceFromIssueId` are stripped before this point in
// `resolveExecutionWorkspaceEnvironmentId`.
if (input.issueSettings?.environmentId !== undefined) {
return {
environmentId: input.issueSettings.environmentId ?? input.defaultEnvironmentId,
source: "issue",
};
}
// A null defaultEnvironmentId on the agent means it is deliberately scoped to
// the local default (e.g. Manual QA today). Project policy must not promote
// such an agent off of local — only an explicit issue-level override above
// can move the assignee away from the local default.
if (input.agentDefaultEnvironmentId === null) {
return { environmentId: input.defaultEnvironmentId, source: "default" };
}
if (input.projectPolicy?.environmentId !== undefined) {
return {
environmentId: input.projectPolicy.environmentId ?? input.defaultEnvironmentId,
source: "project",
};
}
return { environmentId: input.agentDefaultEnvironmentId, source: "agent" };
}
export function resolveExecutionWorkspaceEnvironmentId(input: {
projectPolicy: ProjectExecutionWorkspacePolicy | null;
issueSettings: IssueExecutionWorkspaceSettings | null;
workspaceConfig: { environmentId?: string | null } | null;
agentDefaultEnvironmentId: string | null;
defaultEnvironmentId: string;
}): ExecutionWorkspaceEnvironmentResolution {
// PAPA-431 companion: when the assignee has no explicit defaultEnvironmentId
// (deliberately local-only, e.g. Manual QA) AND the issue settings env exactly
// matches the reused workspace env, treat the issue env as a promoted artifact
// from `inheritExecutionWorkspaceFromIssueId` rather than a deliberate
// operator choice. Strip it so the resolver falls back to the local default
// and the workspace-vs-intended conflict check forces a fresh realization.
// A genuine operator override (via PATCH on the issue) reaches this code path
// either with no reused workspace (workspaceConfig === null) or against a
// workspace whose persisted env does not match the new override; both keep
// the issue setting in place.
const inheritedIssueEnvOnNullDefaultAssignee =
input.agentDefaultEnvironmentId === null &&
input.workspaceConfig?.environmentId !== undefined &&
input.workspaceConfig?.environmentId !== null &&
input.issueSettings?.environmentId !== undefined &&
input.issueSettings.environmentId === input.workspaceConfig.environmentId;
let issueSettingsForResolution = input.issueSettings;
if (inheritedIssueEnvOnNullDefaultAssignee && input.issueSettings) {
const { environmentId: _droppedInheritedEnv, ...rest } = input.issueSettings;
void _droppedInheritedEnv;
issueSettingsForResolution = rest as IssueExecutionWorkspaceSettings;
}
const assigneeIntended = resolveAssigneeIntendedExecutionWorkspaceEnvironment({
projectPolicy: input.projectPolicy,
issueSettings: issueSettingsForResolution,
agentDefaultEnvironmentId: input.agentDefaultEnvironmentId,
defaultEnvironmentId: input.defaultEnvironmentId,
});
if (input.workspaceConfig?.environmentId !== undefined) {
const workspaceEnvironmentId =
input.workspaceConfig.environmentId ?? input.defaultEnvironmentId;
// PAPA-380 / PAPA-431: a reused workspace's persisted environmentId must
// never silently shadow the current assignee's environment identity.
// When they disagree, refuse the silent reuse: return the assignee's
// intended env and surface a conflict signal so the caller forces a fresh
// workspace realization (or otherwise alerts the operator) instead of
// running the agent on someone else's environment.
if (workspaceEnvironmentId !== assigneeIntended.environmentId) {
return {
environmentId: assigneeIntended.environmentId,
source: assigneeIntended.source,
conflict: {
reason: "reused_workspace_environment_mismatch",
workspaceEnvironmentId,
assigneeIntendedEnvironmentId: assigneeIntended.environmentId,
assigneeIntendedSource: assigneeIntended.source,
},
};
}
return { environmentId: workspaceEnvironmentId, source: "workspace", conflict: null };
}
return { environmentId: assigneeIntended.environmentId, source: assigneeIntended.source, conflict: null };
}
export function defaultIssueExecutionWorkspaceSettingsForProject(
projectPolicy: ProjectExecutionWorkspacePolicy | null,
): IssueExecutionWorkspaceSettings | null {
if (!projectPolicy?.enabled) return null;
return {
mode:
projectPolicy.defaultMode === "isolated_workspace"
? "isolated_workspace"
: projectPolicy.defaultMode === "operator_branch"
? "operator_branch"
: projectPolicy.defaultMode === "adapter_default"
? "agent_default"
: "shared_workspace",
};
}
export function issueExecutionWorkspaceModeForPersistedWorkspace(
mode: string | null | undefined,
): IssueExecutionWorkspaceSettings["mode"] {
if (mode === null || mode === undefined) {
return "agent_default";
}
if (mode === "isolated_workspace" || mode === "operator_branch" || mode === "shared_workspace") {
return mode;
}
if (mode === "adapter_managed" || mode === "cloud_sandbox") {
return "agent_default";
}
return "shared_workspace";
}
export function resolveExecutionWorkspaceMode(input: {
projectPolicy: ProjectExecutionWorkspacePolicy | null;
issueSettings: IssueExecutionWorkspaceSettings | null;
legacyUseProjectWorkspace: boolean | null;
}): ParsedExecutionWorkspaceMode {
const issueMode = input.issueSettings?.mode;
if (issueMode && issueMode !== "inherit" && issueMode !== "reuse_existing") {
return issueMode;
}
if (input.projectPolicy?.enabled) {
if (input.projectPolicy.defaultMode === "isolated_workspace") return "isolated_workspace";
if (input.projectPolicy.defaultMode === "operator_branch") return "operator_branch";
if (input.projectPolicy.defaultMode === "adapter_default") return "agent_default";
return "shared_workspace";
}
if (input.legacyUseProjectWorkspace === false) {
return "agent_default";
}
return "shared_workspace";
}
export function buildExecutionWorkspaceAdapterConfig(input: {
agentConfig: Record<string, unknown>;
projectPolicy: ProjectExecutionWorkspacePolicy | null;
issueSettings: IssueExecutionWorkspaceSettings | null;
mode: ParsedExecutionWorkspaceMode;
legacyUseProjectWorkspace: boolean | null;
}): Record<string, unknown> {
const nextConfig = { ...input.agentConfig };
const projectHasPolicy = Boolean(input.projectPolicy?.enabled);
const issueHasWorkspaceOverrides = Boolean(
input.issueSettings?.mode ||
input.issueSettings?.workspaceStrategy ||
input.issueSettings?.workspaceRuntime,
);
const hasWorkspaceControl = projectHasPolicy || issueHasWorkspaceOverrides || input.legacyUseProjectWorkspace === false;
if (hasWorkspaceControl) {
if (input.mode === "isolated_workspace") {
const strategy =
input.issueSettings?.workspaceStrategy ??
input.projectPolicy?.workspaceStrategy ??
parseExecutionWorkspaceStrategy(nextConfig.workspaceStrategy) ??
({ type: "git_worktree" } satisfies ExecutionWorkspaceStrategy);
nextConfig.workspaceStrategy = strategy as unknown as Record<string, unknown>;
} else {
delete nextConfig.workspaceStrategy;
}
if (input.mode === "agent_default") {
delete nextConfig.workspaceRuntime;
} else if (input.issueSettings?.workspaceRuntime) {
nextConfig.workspaceRuntime = cloneRecord(input.issueSettings.workspaceRuntime) ?? undefined;
} else if (input.projectPolicy?.workspaceRuntime) {
nextConfig.workspaceRuntime = cloneRecord(input.projectPolicy.workspaceRuntime) ?? undefined;
}
}
return nextConfig;
}