Files
probo/pkg/trust/trust_center_access_service.go
Bryan Frimin bb28cbec0b Create access at login time
Signed-off-by: Bryan Frimin <bryan@getprobo.com>
2026-02-23 09:38:33 +01:00

680 lines
19 KiB
Go

// Copyright (c) 2025 Probo Inc <hello@getprobo.com>.
//
// Permission to use, copy, modify, and/or distribute this software for any
// purpose with or without fee is hereby granted, provided that the above
// copyright notice and this permission notice appear in all copies.
//
// THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH
// REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
// AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT,
// INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
// LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR
// OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
// PERFORMANCE OF THIS SOFTWARE.
package trust
import (
"context"
"errors"
"fmt"
"time"
"go.gearno.de/kit/log"
"go.gearno.de/kit/pg"
"go.probo.inc/probo/packages/emails"
"go.probo.inc/probo/pkg/coredata"
"go.probo.inc/probo/pkg/esign"
"go.probo.inc/probo/pkg/gid"
"go.probo.inc/probo/pkg/iam"
"go.probo.inc/probo/pkg/mail"
"go.probo.inc/probo/pkg/validator"
)
type (
TrustCenterAccessService struct {
svc *TenantService
iamSvc *iam.Service
logger *log.Logger
}
TrustCenterAccessRequest struct {
TrustCenterID gid.GID
Email mail.Addr
FullName string
DocumentIDs []gid.GID
ReportIDs []gid.GID
TrustCenterFileIDs []gid.GID
}
)
const (
TrustCenterAccessURLFormat = "https://%s/organizations/%s/trust-center/access"
)
func (tcar *TrustCenterAccessRequest) Validate() error {
v := validator.New()
v.Check(tcar.Email.Domain(), "email", validator.NotBlacklisted())
return v.Error()
}
func (s TrustCenterAccessService) ensureAccessInTx(
ctx context.Context,
tx pg.Conn,
trustCenterID gid.GID,
email mail.Addr,
fullName string,
) (*coredata.TrustCenterAccess, *coredata.TrustCenter, error) {
now := time.Now()
trustCenter := &coredata.TrustCenter{}
if err := trustCenter.LoadByID(ctx, tx, s.svc.scope, trustCenterID); err != nil {
return nil, nil, fmt.Errorf("cannot load trust center: %w", err)
}
existingAccess := &coredata.TrustCenterAccess{}
err := existingAccess.LoadByTrustCenterIDAndEmail(ctx, tx, s.svc.scope, trustCenterID, email)
if err == nil {
return existingAccess, trustCenter, nil
}
if !errors.Is(err, coredata.ErrResourceNotFound) {
return nil, nil, fmt.Errorf("cannot load trust center access: %w", err)
}
access := &coredata.TrustCenterAccess{
ID: gid.New(s.svc.scope.GetTenantID(), coredata.TrustCenterAccessEntityType),
OrganizationID: trustCenter.OrganizationID,
TenantID: s.svc.scope.GetTenantID(),
TrustCenterID: trustCenterID,
Email: email,
Name: fullName,
State: coredata.TrustCenterAccessStateActive,
HasAcceptedNonDisclosureAgreement: false,
CreatedAt: now,
UpdatedAt: now,
}
if trustCenter.NonDisclosureAgreementFileID != nil && s.svc.esign != nil {
sig, err := s.svc.esign.CreateSignature(
ctx,
tx,
&esign.CreateSignatureRequest{
OrganizationID: access.OrganizationID,
DocumentType: coredata.ElectronicSignatureDocumentTypeNDA,
FileID: *trustCenter.NonDisclosureAgreementFileID,
SignerEmail: access.Email,
},
)
if err != nil {
return nil, nil, fmt.Errorf("cannot create pending signature: %w", err)
}
access.ElectronicSignatureID = &sig.ID
}
if err := access.Insert(ctx, tx, s.svc.scope); err != nil {
return nil, nil, fmt.Errorf("cannot insert trust center access: %w", err)
}
return access, trustCenter, nil
}
func (s TrustCenterAccessService) EnsureAccess(
ctx context.Context,
trustCenterID gid.GID,
email mail.Addr,
fullName string,
) (*coredata.TrustCenterAccess, error) {
var access *coredata.TrustCenterAccess
err := s.svc.pg.WithTx(
ctx,
func(tx pg.Conn) error {
var err error
access, _, err = s.ensureAccessInTx(ctx, tx, trustCenterID, email, fullName)
return err
},
)
return access, err
}
func (s TrustCenterAccessService) Request(
ctx context.Context,
req *TrustCenterAccessRequest,
) (*coredata.TrustCenterAccess, error) {
if err := req.Validate(); err != nil {
return nil, fmt.Errorf("invalid request arguments: %w", err)
}
var (
now = time.Now()
access *coredata.TrustCenterAccess
)
err := s.svc.pg.WithTx(
ctx,
func(tx pg.Conn) error {
var trustCenter *coredata.TrustCenter
var err error
access, trustCenter, err = s.ensureAccessInTx(ctx, tx, req.TrustCenterID, req.Email, req.FullName)
if err != nil {
return err
}
organizationID := trustCenter.OrganizationID
documentIDs := req.DocumentIDs
if req.DocumentIDs == nil {
var allDocuments coredata.Documents
filter := coredata.NewDocumentTrustCenterFilter()
if err := allDocuments.LoadAllByOrganizationID(ctx, tx, s.svc.scope, organizationID, filter); err != nil {
return fmt.Errorf("cannot list documents: %w", err)
}
for _, doc := range allDocuments {
documentIDs = append(documentIDs, doc.ID)
}
}
reportIDs := req.ReportIDs
if req.ReportIDs == nil {
var allAudits coredata.Audits
auditFilter := coredata.NewAuditTrustCenterFilter()
if err := allAudits.LoadAllByOrganizationID(ctx, tx, s.svc.scope, organizationID, auditFilter); err != nil {
return fmt.Errorf("cannot list audits: %w", err)
}
for _, audit := range allAudits {
if audit.ReportID != nil {
reportIDs = append(reportIDs, *audit.ReportID)
}
}
}
trustCenterFileIDs := req.TrustCenterFileIDs
if req.TrustCenterFileIDs == nil {
var allTrustCenterFiles coredata.TrustCenterFiles
filter := coredata.NewTrustCenterFileFilter(
coredata.WithTrustCenterFileVisibilities(coredata.TrustCenterVisibilityPrivate, coredata.TrustCenterVisibilityNone),
)
if err := allTrustCenterFiles.LoadAllByOrganizationID(ctx, tx, s.svc.scope, organizationID, filter); err != nil {
return fmt.Errorf("cannot list trust center files: %w", err)
}
for _, file := range allTrustCenterFiles {
trustCenterFileIDs = append(trustCenterFileIDs, file.ID)
}
}
var existingAccesses coredata.TrustCenterDocumentAccesses
if err := existingAccesses.LoadAllByTrustCenterAccessID(ctx, tx, s.svc.scope, access.ID); err != nil {
return fmt.Errorf("cannot load existing access records: %w", err)
}
existingDocumentIDs, existingReportIDs, existingTrustCenterFileIDs := extractExistingIDs(existingAccesses)
newDocumentIDs := filterExistingIDs(documentIDs, existingDocumentIDs)
newReportIDs := filterExistingIDs(reportIDs, existingReportIDs)
newTrustCenterFileIDs := filterExistingIDs(trustCenterFileIDs, existingTrustCenterFileIDs)
var accesses coredata.TrustCenterDocumentAccesses
if err := accesses.BulkInsertDocumentAccesses(
ctx,
tx,
s.svc.scope,
access.ID,
access.OrganizationID,
newDocumentIDs,
coredata.TrustCenterDocumentAccessStatusRequested,
now,
); err != nil {
return fmt.Errorf("cannot bulk insert trust center document accesses: %w", err)
}
if err := accesses.BulkInsertReportAccesses(
ctx,
tx,
s.svc.scope,
access.ID,
access.OrganizationID,
newReportIDs,
coredata.TrustCenterDocumentAccessStatusRequested,
now,
); err != nil {
return fmt.Errorf("cannot bulk insert trust center report accesses: %w", err)
}
if err := accesses.BulkInsertTrustCenterFileAccesses(
ctx,
tx,
s.svc.scope,
access.ID,
access.OrganizationID,
newTrustCenterFileIDs,
coredata.TrustCenterDocumentAccessStatusRequested,
now,
); err != nil {
return fmt.Errorf("cannot bulk insert trust center file accesses: %w", err)
}
return nil
},
)
if err != nil {
return nil, err
}
if err := s.svc.SlackMessages.QueueSlackNotification(ctx, access.Email, req.TrustCenterID); err != nil {
s.logger.ErrorCtx(ctx, "cannot queue slack notification", log.Error(err))
}
return access, nil
}
func (s TrustCenterAccessService) GetAccess(
ctx context.Context,
trustCenterID gid.GID,
email mail.Addr,
) (coredata.TrustCenterAccess, error) {
var access coredata.TrustCenterAccess
err := s.svc.pg.WithConn(ctx, func(conn pg.Conn) error {
return access.LoadByTrustCenterIDAndEmail(ctx, conn, s.svc.scope, trustCenterID, email)
})
return access, err
}
func (s TrustCenterAccessService) GetDocumentAccess(
ctx context.Context,
trustCenterID gid.GID,
email mail.Addr,
documentID gid.GID,
) (*coredata.TrustCenterDocumentAccess, error) {
var documentAccess *coredata.TrustCenterDocumentAccess
err := s.svc.pg.WithConn(ctx, func(conn pg.Conn) error {
access := &coredata.TrustCenterAccess{}
err := access.LoadByTrustCenterIDAndEmail(ctx, conn, s.svc.scope, trustCenterID, email)
if err != nil {
if errors.Is(err, coredata.ErrResourceNotFound) {
return ErrMembershipNotFound
}
return fmt.Errorf("cannot load trust center access: %w", err)
}
if access.State != coredata.TrustCenterAccessStateActive {
return ErrMembershipInactive
}
documentAccess = &coredata.TrustCenterDocumentAccess{}
err = documentAccess.LoadByTrustCenterAccessIDAndDocumentID(ctx, conn, s.svc.scope, access.ID, documentID)
if err != nil {
if errors.Is(err, coredata.ErrResourceNotFound) {
return ErrDocumentAccessNotFound
}
return fmt.Errorf("cannot load document access: %w", err)
}
return nil
})
if err != nil {
return nil, err
}
return documentAccess, nil
}
func (s TrustCenterAccessService) GetReportAccess(
ctx context.Context,
trustCenterID gid.GID,
email mail.Addr,
reportID gid.GID,
) (*coredata.TrustCenterDocumentAccess, error) {
var reportAccess *coredata.TrustCenterDocumentAccess
err := s.svc.pg.WithConn(ctx, func(conn pg.Conn) error {
access := &coredata.TrustCenterAccess{}
err := access.LoadByTrustCenterIDAndEmail(ctx, conn, s.svc.scope, trustCenterID, email)
if err != nil {
if errors.Is(err, coredata.ErrResourceNotFound) {
return ErrMembershipNotFound
}
return fmt.Errorf("cannot load trust center access: %w", err)
}
if access.State != coredata.TrustCenterAccessStateActive {
return ErrMembershipInactive
}
reportAccess = &coredata.TrustCenterDocumentAccess{}
err = reportAccess.LoadByTrustCenterAccessIDAndReportID(ctx, conn, s.svc.scope, access.ID, reportID)
if err != nil {
if errors.Is(err, coredata.ErrResourceNotFound) {
return ErrDocumentAccessNotFound
}
return fmt.Errorf("cannot load report access: %w", err)
}
return nil
})
if err != nil {
return nil, err
}
return reportAccess, nil
}
func (s TrustCenterAccessService) GetTrustCenterFileAccess(
ctx context.Context,
trustCenterID gid.GID,
email mail.Addr,
trustCenterFileID gid.GID,
) (*coredata.TrustCenterDocumentAccess, error) {
var fileAccess *coredata.TrustCenterDocumentAccess
err := s.svc.pg.WithConn(ctx, func(conn pg.Conn) error {
access := &coredata.TrustCenterAccess{}
err := access.LoadByTrustCenterIDAndEmail(ctx, conn, s.svc.scope, trustCenterID, email)
if err != nil {
if errors.Is(err, coredata.ErrResourceNotFound) {
return ErrMembershipNotFound
}
return fmt.Errorf("cannot load trust center access: %w", err)
}
if access.State != coredata.TrustCenterAccessStateActive {
return ErrMembershipInactive
}
fileAccess = &coredata.TrustCenterDocumentAccess{}
err = fileAccess.LoadByTrustCenterAccessIDAndTrustCenterFileID(ctx, conn, s.svc.scope, access.ID, trustCenterFileID)
if err != nil {
if errors.Is(err, coredata.ErrResourceNotFound) {
return ErrDocumentAccessNotFound
}
return fmt.Errorf("cannot load trust center file access: %w", err)
}
return nil
})
if err != nil {
return nil, err
}
return fileAccess, nil
}
func (s *TrustCenterAccessService) GrantByIDs(
ctx context.Context,
organizationID gid.GID,
email mail.Addr,
documentIDs []gid.GID,
reportIDs []gid.GID,
fileIDs []gid.GID,
) error {
return s.svc.pg.WithTx(ctx, func(tx pg.Conn) error {
trustCenter := &coredata.TrustCenter{}
if err := trustCenter.LoadByOrganizationID(ctx, tx, s.svc.scope, organizationID); err != nil {
return fmt.Errorf("cannot load trust center: %w", err)
}
access := &coredata.TrustCenterAccess{}
if err := access.LoadByTrustCenterIDAndEmail(ctx, tx, s.svc.scope, trustCenter.ID, email); err != nil {
return fmt.Errorf("cannot load trust center access: %w", err)
}
shouldSendEmail := access.State != coredata.TrustCenterAccessStateActive
now := time.Now()
if len(documentIDs) > 0 {
if err := coredata.GrantByDocumentIDs(ctx, tx, s.svc.scope, access.ID, documentIDs, now); err != nil {
return fmt.Errorf("cannot grant document accesses: %w", err)
}
}
if len(reportIDs) > 0 {
if err := coredata.GrantByReportIDs(ctx, tx, s.svc.scope, access.ID, reportIDs, now); err != nil {
return fmt.Errorf("cannot grant report accesses: %w", err)
}
}
if len(fileIDs) > 0 {
if err := coredata.GrantByTrustCenterFileIDs(ctx, tx, s.svc.scope, access.ID, fileIDs, now); err != nil {
return fmt.Errorf("cannot grant trust center file accesses: %w", err)
}
}
if shouldSendEmail {
access.State = coredata.TrustCenterAccessStateActive
access.UpdatedAt = now
if err := access.Update(ctx, tx, s.svc.scope); err != nil {
return fmt.Errorf("cannot update trust center access: %w", err)
}
if err := s.sendAccessEmail(ctx, tx, access); err != nil {
return fmt.Errorf("cannot send access email: %w", err)
}
}
return nil
})
}
func (s *TrustCenterAccessService) sendAccessEmail(ctx context.Context, tx pg.Conn, access *coredata.TrustCenterAccess) error {
organization := &coredata.Organization{}
if err := organization.LoadByID(ctx, tx, s.svc.scope, access.OrganizationID); err != nil {
return fmt.Errorf("cannot load organization: %w", err)
}
now := time.Now()
access.UpdatedAt = now
if err := access.Update(ctx, tx, s.svc.scope); err != nil {
return fmt.Errorf("cannot update trust center access with expiration: %w", err)
}
emailPresenterCfg, err := s.svc.TrustCenters.EmailPresenterConfig(ctx, access.TrustCenterID)
if err != nil {
return fmt.Errorf("cannot get compliance page email presenter config: %w", err)
}
emailPresenter := emails.NewPresenterFromConfig(s.svc.fileManager, emailPresenterCfg, access.Name)
subject, textBody, htmlBody, err := emailPresenter.RenderTrustCenterAccess(ctx, organization.Name)
if err != nil {
return fmt.Errorf("cannot render trust center access email: %w", err)
}
accessEmail := coredata.NewEmail(
access.Name,
access.Email,
subject,
textBody,
htmlBody,
)
if err := accessEmail.Insert(ctx, tx); err != nil {
return fmt.Errorf("cannot insert access email: %w", err)
}
return nil
}
func (s *TrustCenterAccessService) RejectOrRevokeByIDs(
ctx context.Context,
organizationID gid.GID,
email mail.Addr,
documentIDs []gid.GID,
reportIDs []gid.GID,
fileIDs []gid.GID,
) error {
return s.svc.pg.WithTx(ctx, func(tx pg.Conn) error {
trustCenter := &coredata.TrustCenter{}
if err := trustCenter.LoadByOrganizationID(ctx, tx, s.svc.scope, organizationID); err != nil {
return fmt.Errorf("cannot load trust center: %w", err)
}
access := &coredata.TrustCenterAccess{}
if err := access.LoadByTrustCenterIDAndEmail(ctx, tx, s.svc.scope, trustCenter.ID, email); err != nil {
return fmt.Errorf("cannot load trust center access: %w", err)
}
shouldSendEmail := false
now := time.Now()
if len(documentIDs) > 0 {
shouldSendEmail = true
if err := coredata.RejectOrRevokeByDocumentIDs(ctx, tx, s.svc.scope, access.ID, documentIDs, now); err != nil {
return fmt.Errorf("cannot reject/revoke document accesses: %w", err)
}
}
if len(reportIDs) > 0 {
shouldSendEmail = true
if err := coredata.RejectOrRevokeByReportIDs(ctx, tx, s.svc.scope, access.ID, reportIDs, now); err != nil {
return fmt.Errorf("cannot reject/revoke report accesses: %w", err)
}
}
if len(fileIDs) > 0 {
shouldSendEmail = true
if err := coredata.RejectOrRevokeByTrustCenterFileIDs(ctx, tx, s.svc.scope, access.ID, fileIDs, now); err != nil {
return fmt.Errorf("cannot reject/revoke trust center file accesses: %w", err)
}
}
if shouldSendEmail {
if err := s.sendDocumentAccessRejectedEmail(ctx, tx, access, documentIDs, reportIDs, fileIDs); err != nil {
return fmt.Errorf("cannot send access email: %w", err)
}
}
return nil
})
}
func (s *TrustCenterAccessService) sendDocumentAccessRejectedEmail(
ctx context.Context,
tx pg.Conn,
access *coredata.TrustCenterAccess,
documentIDs []gid.GID,
reportIDs []gid.GID,
fileIDs []gid.GID,
) error {
organization := &coredata.Organization{}
if err := organization.LoadByID(ctx, tx, s.svc.scope, access.OrganizationID); err != nil {
return fmt.Errorf("cannot load organization: %w", err)
}
var fileNames []string
var documents coredata.Documents
if len(documentIDs) > 0 {
if err := documents.LoadByIDs(ctx, tx, s.svc.scope, documentIDs); err != nil {
return fmt.Errorf("cannot load documents by IDs: %w", err)
}
for _, d := range documents {
fileNames = append(fileNames, d.Title)
}
}
var reports coredata.Reports
if len(reportIDs) > 0 {
if err := reports.LoadByIDs(ctx, tx, s.svc.scope, reportIDs); err != nil {
return fmt.Errorf("cannot load reports by IDs: %w", err)
}
for _, r := range reports {
fileNames = append(fileNames, r.Filename)
}
}
var files coredata.TrustCenterFiles
if len(fileIDs) > 0 {
if err := files.LoadByIDs(ctx, tx, s.svc.scope, fileIDs); err != nil {
return fmt.Errorf("cannot load files by IDs: %w", err)
}
for _, f := range files {
fileNames = append(fileNames, f.Name)
}
}
emailPresenterCfg, err := s.svc.TrustCenters.EmailPresenterConfig(ctx, access.TrustCenterID)
if err != nil {
return fmt.Errorf("cannot get compliance page email presenter config: %w", err)
}
fullName := access.Name
if fullName == "" {
fullName = access.Email.Username()
}
emailPresenter := emails.NewPresenterFromConfig(s.svc.fileManager, emailPresenterCfg, fullName)
subject, textBody, htmlBody, err := emailPresenter.RenderTrustCenterDocumentAccessRejected(
ctx,
fileNames,
organization.Name,
)
if err != nil {
return fmt.Errorf("cannot render trust center documents access rejected email: %w", err)
}
accessEmail := coredata.NewEmail(
access.Name,
access.Email,
subject,
textBody,
htmlBody,
)
if err := accessEmail.Insert(ctx, tx); err != nil {
return fmt.Errorf("cannot insert access email: %w", err)
}
return nil
}
func extractExistingIDs(accesses coredata.TrustCenterDocumentAccesses) ([]gid.GID, []gid.GID, []gid.GID) {
var documentIDs []gid.GID
var reportIDs []gid.GID
var trustCenterFileIDs []gid.GID
for _, access := range accesses {
if access.DocumentID != nil {
documentIDs = append(documentIDs, *access.DocumentID)
}
if access.ReportID != nil {
reportIDs = append(reportIDs, *access.ReportID)
}
if access.TrustCenterFileID != nil {
trustCenterFileIDs = append(trustCenterFileIDs, *access.TrustCenterFileID)
}
}
return documentIDs, reportIDs, trustCenterFileIDs
}
func filterExistingIDs(allIDs []gid.GID, existingIDs []gid.GID) []gid.GID {
existingMap := make(map[gid.GID]bool)
for _, id := range existingIDs {
existingMap[id] = true
}
var newIDs []gid.GID
for _, id := range allIDs {
if !existingMap[id] {
newIDs = append(newIDs, id)
}
}
return newIDs
}