Files
PacketStation/server/packetstation/policy/engine.py
T
spencermandClaude Fable 5.1 37d9a0cb50 Phase 2: core domain, policy engine, packet API, Clerical screen
Migration 0003: projects, aliases, renumbers, units, packets and every child table,
change orders, assets, documents, ITPs, station limits, department weld flag.
Policy package: Principal, PacketState, Action rules, custody, preconditions,
CO hold, order of checks, can/blocked/holder on reads. docs/POLICY.md with the
tightenings table for Seth. Write pipeline: FOR UPDATE, CAS on status and dept,
If-Match row versions, server-assigned numbers, field CAS, version bump, packet
log, audit, NOTIFY, signatures, IT reasons, filed lock and HMAC seal.
API: /api/packets (header, transitions, work orders, pages, docs, move, remove,
BOM, shorts, welds, heat tags, heat table, stage, checklist, clock, warehouse
stage, Q.C., change orders, log, seal), /api/projects, /api/units, /api/assets,
/_blob. Frontend: Clerical home, projects and units, packet page with pdf.js
and QR codes, hand draft, heat map, send to warehouse, department or Q.C.
Tests: policy matrix, API, concurrency, schema, projects; Playwright Clerical
draft scenario. Verified on docker-1 with the CI stack and the Samba DC.

Co-Authored-By: Claude Fable 5.1 <[email protected]>
2026-10-16 09:31:45 -06:00

184 lines
7.6 KiB
Python

"""The policy engine: check one action, or list what a principal can do on a packet.
Order of checks, exactly:
1. removed packet: nothing passes, Admin included.
2. status: the rule's from statuses and the status conditions (RETURN_TO_CLERICAL needs wh_skipped,
SET_VCLOSED needs routed_to databook). An unknown status fails here.
3. change-order hold, Admin included.
4. system-only rules refuse people; the system principal passes only system-only rules.
5. admin bypass of who and custody, with an IT reason (SET_DATABOOK_AT needs none).
6. filed lock: only SET_DATABOOK_AT and ADMIN_REOPEN, Admin included.
7. who and custody.
8. preconditions in rule order, never bypassed.
"""
from __future__ import annotations
from collections.abc import Callable, Mapping
from dataclasses import dataclass
from types import MappingProxyType
from typing import Any
from ..text import reason_ok
from .actions import EDIT_WHAT, RULES, STATUS_LABELS, STATUSES, Action, Rule
from .custody import allows, holder_name
from .preconditions import INPUT_ONLY, PRECONDITIONS
from .principal import PacketState, Principal
EMPTY: Mapping[str, Any] = MappingProxyType({})
MSG_REMOVED = "This packet was removed."
MSG_UNKNOWN_STATUS = "This packet has an unknown status."
MSG_CO_HOLD = "A change order holds this step."
MSG_SYSTEM_ONLY = "Only the VISUAL feed does this."
MSG_SYSTEM_FORBIDDEN = "The VISUAL feed cannot do this."
MSG_IT_REASON = "Give an IT reason of at least 8 characters."
MSG_FILED = "This packet is filed and locked. IT can reopen it if a correction is needed."
MSG_FORBIDDEN_STEP = "Your access doesn't allow this step."
MSG_NOT_WH_SKIPPED = "This packet came through the warehouse. Send it back to the warehouse instead."
MSG_NOT_DATABOOK = "Only packets routed to the data book are closed in VISUAL here."
@dataclass(frozen=True)
class Decision:
ok: bool
code: str = "" # removed | wrong_status | co_hold | filed | it_reason_required | forbidden | precondition
# | reason_required | system_only
why: str = "" # the message for the user
admin_bypass: bool = False # an admin passed who and custody only through the bypass (an IT edit)
signature: str | None = None # the rule's signature meaning, when one is required
reasons: tuple[str, ...] = () # read mode only: every blocking reason (CO hold and state preconditions)
# Status conditions beyond the from statuses: (predicate, message when it fails).
STATUS_CONDITIONS: dict[Action, tuple[Callable[[PacketState], bool], str]] = {
Action.RETURN_TO_CLERICAL: (lambda s: s.wh_skipped, MSG_NOT_WH_SKIPPED),
Action.SET_VCLOSED: (lambda s: s.routed_to == "databook", MSG_NOT_DATABOOK),
}
def _wrong_status(state: PacketState, action: Action, rule: Rule) -> str | None:
if state.status not in STATUSES:
return MSG_UNKNOWN_STATUS
if rule.from_status and state.status not in rule.from_status:
return f"This step isn't open while the packet is {STATUS_LABELS[state.status]}."
cond = STATUS_CONDITIONS.get(action)
if cond is not None and not cond[0](state):
return cond[1]
return None
def _forbidden_why(action: Action, rule: Rule, state: PacketState, extra: Mapping[str, Any]) -> str:
what = EDIT_WHAT.get(action)
if rule.transition or what is None:
return MSG_FORBIDDEN_STEP
holder = extra.get("holder_name")
if not isinstance(holder, str) or not holder:
holder = holder_name(state)
return f"Your access doesn't allow changing {what} on this packet. It's with {holder} right now."
def _evaluate(
principal: Principal,
state: PacketState,
action: Action,
extra: Mapping[str, Any],
it_reason: str | None,
*,
read: bool,
assume_it_reason: bool,
) -> Decision:
rule = RULES[action]
# (1) removed
if state.removed:
return Decision(False, "removed", MSG_REMOVED)
# (2) status
why = _wrong_status(state, action, rule)
if why is not None:
return Decision(False, "wrong_status", why)
# (3) change-order hold (deferred in read mode so the UI can show it as blocked after who passes)
blockers: list[str] = []
if rule.co_hold and state.co_hold:
hold_why = state.co_hold_why or MSG_CO_HOLD
if not read:
return Decision(False, "co_hold", hold_why)
blockers.append(hold_why)
# (4) system
if rule.system_only and principal.system is None:
return Decision(False, "system_only", MSG_SYSTEM_ONLY)
if principal.system is not None and not rule.system_only:
return Decision(False, "forbidden", MSG_SYSTEM_FORBIDDEN)
# (5) admin bypass
who_ok = allows(rule.who, principal, state, extra)
bypass = False
if not who_ok and principal.admin:
if action is Action.SET_DATABOOK_AT:
bypass = True
elif (read and assume_it_reason) or reason_ok(it_reason) is not None:
bypass = True
else:
return Decision(False, "it_reason_required", MSG_IT_REASON)
# (6) filed lock
if state.status == "filed" and not rule.filed_ok:
return Decision(False, "filed", MSG_FILED)
# (7) who and custody
if not who_ok and not bypass:
return Decision(False, "forbidden", _forbidden_why(action, rule, state, extra))
# (8) preconditions, never bypassed
for name in rule.preconditions:
if read and name in INPUT_ONLY:
continue
failed = PRECONDITIONS[name](state, extra)
if failed is None:
continue
if read:
blockers.append(failed)
continue
code = "reason_required" if rule.reason_required and name == "reason_given" else "precondition"
return Decision(False, code, failed, admin_bypass=bypass)
if blockers:
code = "co_hold" if rule.co_hold and state.co_hold else "precondition"
return Decision(False, code, blockers[0], admin_bypass=bypass, reasons=tuple(blockers))
return Decision(True, admin_bypass=bypass, signature=rule.signature)
def check(
principal: Principal,
state: PacketState,
action: Action,
*,
extra: Mapping[str, Any] = EMPTY,
it_reason: str | None = None,
) -> Decision:
"""Decide one action with the request input in `extra`. Never raises for an unknown status."""
return _evaluate(principal, state, action, extra, it_reason, read=False, assume_it_reason=False)
def evaluate(principal: Principal, state: PacketState, action: Action, *, assume_it_reason: bool = True) -> Decision:
"""Read-mode decision: input-only preconditions skipped, CO hold and state preconditions collected in reasons.
For an admin the IT reason is assumed when `assume_it_reason` is true; admin_bypass says the UI will ask.
"""
return _evaluate(principal, state, action, EMPTY, None, read=True, assume_it_reason=assume_it_reason)
def can(
principal: Principal, state: PacketState, assume_it_reason: bool = True
) -> tuple[list[Action], dict[Action, list[str]]]:
"""What the principal can do now, and what is blocked with the reasons. System-only actions are never listed.
`can` holds the actions that pass with an empty extra (input-only preconditions skipped). `blocked` holds the
actions that pass who and custody but fail a state precondition or the CO hold.
"""
allowed: list[Action] = []
blocked: dict[Action, list[str]] = {}
for action, rule in RULES.items():
if rule.system_only:
continue
d = evaluate(principal, state, action, assume_it_reason=assume_it_reason)
if d.ok:
allowed.append(action)
elif d.reasons:
blocked[action] = list(d.reasons)
return allowed, blocked