Files
PaperClipAI/server
DottaandPaperclip 4039d4f06b fix(auth): allow scoped low-trust work and owner-chat instruction edits (#14870)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents must work within their assigned scope.
> - Task creation currently rejects these agents before checking
assignment permission or scope.
> - Persistent instruction saves also reject direct requests from
authorized chat owners.
> - This PR checks the requested action and its recorded authority
instead of denying all such work.
> - Agents can organize permitted work and follow their owner's
instruction-edit requests while outside work stays restricted.

## Linked Issues or Issue Description

**What happened?**

Low-trust agents cannot create self-assigned tasks or subtasks, even
within their allowed scope. An authorized user also cannot ask an agent
in their own Agent Chat to update its managed `AGENTS.md`. Agent-folder
collection can hide the permission rejection behind a generic save
failure.

**Expected behavior**

Allow task creation when assignment permissions and project or root-task
scope permit it. Allow instruction self-edits during authenticated
owner-chat execution, subject to the user's current edit permission.
Outside tasks, subtasks, connector messages, and peer agents do not
inherit that instruction authority. Explain the actual denial when a
save fails.

**Steps to reproduce**

1. Configure an active agent with `low_trust_review` and a project or
root-task boundary.
2. Ask it to create an in-scope task assigned to itself, or a subtask of
its own task.
3. As a user with permission to configure that agent, ask it in your
Agent Chat to update its managed `AGENTS.md`.
4. Observe blanket permission denials rather than action-specific
checks.

**Paperclip version or commit**

Rebased onto master at `8ec4b84e1`. This is a core authorization change,
independent of adapter choice.

**Deployment mode**

Authenticated server. Regression coverage uses the server services, HTTP
routes, native tool authority, and embedded PostgreSQL.

Related work: #14775 adds human-directed task execution. #13599 concerns
instruction-path configuration; this PR leaves that configuration
restricted. #11988 proposes separate active-review instruction
protection. #10693 reports unclear authorization denials on a different
API surface.

## What Changed

- Apply task-assignment checks to both HTTP creation routes and native
task creation, including unassigned work. Preserve low-trust policy and
source attribution on the created task and its initial plan.
- Allow self-assigned decomposition within the permitted project or
root-task tree. Resolve workspace-derived project scope before
authorization, and reauthorize existing tasks before duplicate detection
returns them. Keep cross-project and peer-assignment checks.
- Derive instruction self-edit authority from the accepted run identity
and authenticated owner-message wake. Recheck current permissions at
save time. Bind retries to the same request and chat session.
- Reject inherited instruction authority from outside tasks, subtasks,
plugins, connectors, stale sessions, cancelled runs, and peer edits.
- Surface permission errors in instruction and agent-folder save
receipts. Tell chat agents to explain the rejected action and the
specific restriction.
- Update the low-trust policy and implementation documentation.

## Verification

- All 297 tests in 11 focused server suites pass after the rebase. These
cover owner-chat saves, private copies, warm agent directories, reset
and retry boundaries, permission revocation, task creation routes, and
native tool authority.
- After review fixes, all 126 tests in the four affected
authorization/chat suites pass. Workspace scope regressions and 146
existing creation/ownership/workspace-route tests also pass.
- The final duplicate-task and CI fixes pass all 39 tests across
chat-project tools, duplicate creation, environment-selection guards,
and assignee-invokability routes. The duplicate-task test reproduced an
unauthorized response before the fix and verifies denial plus permitted
reuse afterward.
- `pnpm --filter @paperclipai/server typecheck` passes after rebasing;
`pnpm --filter @paperclipai/server exec tsc --noEmit` also passes after
the review fixes.
- `git diff --check origin/master...HEAD` passes.
- Final head `7e73270b86748792649e4ae6fbc6879f73b42b73`: all 54 checks
passed, with two expected skips and no pending or failed checks. This
includes builds, typechecking, the full test matrix, end-to-end tests,
runner verification, the canary dry run, and security scans.
- Greptile is 5/5 on that exact head, with no unresolved review threads.
This change has not been deployed to staging.

## Risks

This changes authorization behavior. The instruction exception must not
become an inherited task permission. The check uses server-owned
execution records, requires the agent's own chat and instructions, and
keeps normal protected-change and responsible-user checks. Saves fail
closed when current provenance or permission is missing. Owner chat
grants a turn-scoped capability; the server does not classify the
message intent or require approval of the exact new file bytes. Prompt
injection within an authorized owner-chat turn remains a model-level
risk. This is the requested owner-chat trust boundary, without a new
per-edit confirmation flow. No database migration or broad trust-preset
change is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, shell tools,
and test execution. The exact runtime model ID and context-window size
are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 15:42:40 -05:00
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