model-shrbac-authorization

name	model-shrbac-authorization
description	Model SqlOS SHRBAC (hierarchical FGA) before writing application code. Produces resource trees, permission keys, flat roles, and a grants strategy mapped to subject types. Use when designing authorization, RBAC, FGA, roles, permissions, grants, tenant scoping, or multi-tenant access control for SqlOS apps — especially before implementing endpoints, seeds, or integration tests.

Model SHRBAC Authorization

Use this skill to design authorization first, then implement. SqlOS uses SHRBAC (Scoped Hierarchical Role-Based Access Control): a resource tree provides inheritance; roles are flat bundles of permissions; grants bind subject + role + resource node.

Do not scatter CheckAccessAsync calls until the model below is written and reviewed.

Non-Negotiables

• Produce a written auth model before seed code, endpoints, or migrations.
• Model one resource tree that mirrors product ownership — not per-row role columns.
• Keep roles flat (no role hierarchy). Scope via where you grant on the tree.
• Name permissions RESOURCETYPE_ACTION in uppercase, scoped to one resource type.
• Plan demo personas and integration tests alongside the grants matrix.
• Prefer entity-backed resources (ISqlOSResourceEntity / IHasResourceId) for domain rows; manual resource APIs only for roots and special nodes.
• Derive the model from the user's domain, not from example apps. Example apps illustrate patterns only.

SqlOS SHRBAC Primitives

Primitive	Meaning
Resource type	Category of node (e.g. workspace, project). Permissions attach to types.
Resource	Node in a tree: id, parent, type, display name.
Permission	Capability key scoped to one resource type (TYPE_VIEW, TYPE_EDIT).
Role	Flat named bundle of permissions. No role hierarchy.
Grant	Subject + role + resource node. Permissions inherit down the tree.
Subject	Actor receiving grants: user, group, agent, or service_account.

Docs: web/content/docs/fga/*, web/content/docs/guides/model-fga.mdx, web/content/blog/developers-guide-to-hierarchical-rbac.mdx.

Worked Examples (read only when you need a concrete reference)

Example	When to read it
retail-example.md	Multi-entity hierarchy, groups, agents, service accounts, manual FGA seed
examples/SqlOS.Todo.Api/README.md	Minimal single-tenant app, Fga.Seed + entity sync
paper/shrbac-compsac-2026.md	Formal SHRBAC model

Do not copy example domain nouns, roles, or grants into a new app. Extract the pattern.

Planning Workflow

Copy this checklist and complete every step for the target app before implementation:

Auth model progress:
- [ ] 1. Actors (subject types)
- [ ] 2. Resource tree + types
- [ ] 3. Permissions per type
- [ ] 4. Roles (flat bundles)
- [ ] 5. Grants strategy
- [ ] 6. API operation → permission map
- [ ] 7. Demo personas + test scenarios
- [ ] 8. Implementation map

Step 1 — Inventory actors

List every subject type that will receive grants in this app:

Subject type	Use when
user	Human users authenticated via OAuth/SAML/etc.
group	Shared access for teams, departments, regions
agent	Background jobs, bots, AI agents
service_account	Machine-to-machine / API key integrations

For each type, note: authentication mechanism and how the app resolves subjectId from HttpContext.

Step 2 — Draw the resource tree

Start from product nouns, not database tables. Each node needs: id, parent, resource type, display name.

Template (replace placeholders with your domain):

root
└── {tenant_or_app_root}              ({root_type})
    ├── {container_a}                 ({container_type})
    │   ├── {leaf_a1}                 ({leaf_type})
    │   └── {leaf_a2}
    └── {container_b}
        └── {leaf_b1}

Rules:

• Target depth 3–5 for most SaaS; deeper only when the product genuinely nests further.
• Every protected domain row links via ResourceId (IHasResourceId or ISqlOSResourceEntity).
• Grant high on the tree for broad admin access; grant low for least privilege.
• Ask: "Which node is the natural tenant/org boundary?" — that is usually where admin grants land.

Step 3 — Define permissions

One permission = one capability on one resource type. Convention: RESOURCETYPE_ACTION in uppercase.

Template:

Key	Resource type	Action
{TYPE}_VIEW	{type}	Read/list/detail
{TYPE}_EDIT	{type}	Create/update/delete

Avoid generic keys (READ, ADMIN) — they hide which resource type applies.

For creates, decide which parent resource the permission is checked against (e.g. create child under parent → check {PARENT_TYPE}_EDIT or a dedicated {CHILD_TYPE}_CREATE on the parent node).

Step 4 — Define flat roles

Roles bundle permissions. Do not nest roles. Inheritance comes from the resource tree, not role hierarchy.

Template:

Role key	Display name	Permissions	Intended scope when granted
{scope}_admin	...	all types at this level	App/tenant root
{scope}_manager	...	manage children, view parent	Container nodes
{scope}_viewer	...	view only	Leaf or container nodes

For each role, answer: "If granted on node X, what can this subject do on X and all descendants?"

Avoid role explosion (TenantA-Editor, TenantB-Editor). One role, many grants at different nodes.

Step 5 — Plan grants

A grant is (subject, role, resource node). Permissions flow down the tree.

Template:

Persona	Subject type	Role	Resource node	Rationale
Org admin	user	{admin_role}	{app_root}	Full subtree access
Scoped manager	user	{manager_role}	{container_id}	One branch only
Read-only member	user	{viewer_role}	{leaf_id}	Single resource
Team	group	{manager_role}	{container_id}	Shared branch access
Automation	agent / service_account	{role}	{node}	Machine actor scope

Include at least one no-grants persona for negative tests.

Optional: time-bounded grants via EffectiveFrom / EffectiveTo on SqlOSFgaGrant.

Step 6 — Map API operations to permissions

Before coding endpoints, fill this table for your routes:

Operation	HTTP route	Permission	Resource checked
List {entities}	GET /api/...	{TYPE}_VIEW	per-row (spec filter)
Get one	GET /api/.../{id}	{TYPE}_VIEW	row.ResourceId
Create	POST /api/...	{TYPE}_EDIT or parent edit	parent ResourceId
Update / delete	PUT/DELETE /api/.../{id}	{TYPE}_EDIT	row.ResourceId

Enforcement patterns in SqlOS:

• Lists: fga.BuildFilterAsync<T>(subjectId, permission) composed into the EF query with .Where(filter); pagination, sorting, search, and projection are plain EF in the endpoint
• Detail: authService.AuthorizedDetailAsync(query, predicate, subjectId, permission, mapper)
• Mutations: authService.CheckAccessAsync(subjectId, permission, resourceId) before SaveChanges

Step 7 — Demo personas and tests

Define personas that prove the grants matrix for this app. Each persona should have explicit allow and deny cases.

Write test names as Given persona → action → expected allow/deny before writing test code.

Minimum coverage:

• One broad admin persona (root grant)
• One scoped persona (single branch or leaf)
• One sibling-denial case (can access A, cannot access B)
• One child-inheritance case (grant on parent, action on descendant)
• One no-grants denial
• Non-user subjects if the app uses groups, agents, or service accounts

See retail-example.md for how a complex example app structures its integration tests — adapt the scenarios, not the domain.

Step 8 — Implementation map

Translate the design doc to SqlOS artifacts:

Design artifact	SqlOS implementation
Resource types	options.Fga.Seed(seed => seed.ResourceType(...)) or SqlOSFgaSeedData.ResourceTypes
Permissions	seed.Permission(...) with resource type id
Roles + role-permissions	seed.Role(...) + seed.RolePermission(roleKey, permKey)
Resource tree	ProvisionResourceWithIdAsync / CreateResource / EF sync via ISqlOSResourceEntity
Grants	GrantRoleAsync or SqlOSFgaGrant rows in seed
Key constants	{App}PermissionKeys.cs, {App}RoleKeys.cs, {App}ResourceTypeIds.cs
Subject provisioning	ProvisionUserSubjectAsync, CreateAgentAsync, CreateServiceAccountAsync, groups

Prefer startup Fga.Seed + entity sync for new apps. Manual resource seeding is fine when you need to expose every FGA layer explicitly (see retail example).

Design Document Template

Deliver this markdown (in issue, PR description, or .agents/ draft) before coding:

# [App Name] SHRBAC Model

## Resource tree
[ASCII diagram using this app's nouns]

## Resource types
| Type id | Display name | Domain entity |

## Permissions
| Key | Type | Action | Used by endpoints |

## Roles
| Key | Display name | Permissions |

## Grants plan
| Persona | Subject type | Role | Resource node | Rationale |

## API authorization map
| Route | Permission | Resource resolution |

## Test personas
| Persona | Expected allow | Expected deny |

Common Mistakes

Mistake	Fix
Role per tenant (Acme-Editor, Beta-Editor)	One role; scope with grants on different tree nodes
Copying example app roles/permissions verbatim	Model from product requirements; use examples for structure only
Permission checks without resource id	Always pass the row's ResourceId or parent for creates
Skipping list filters	Use RequirePermission on specs — don't filter in memory
Org membership = FGA access	AuthServer org role ≠ FGA grant; provision subject + grant explicitly
Deep trees without typed permissions	Each level gets its own resource type and permission pair

Validation

Before marking auth work complete:

1. Open /sqlos/admin/fga/ — tree, roles, grants match the design doc.
2. Use the FGA access tester for one allow and one deny case per role.
3. Run integration tests for every persona in the grants plan.
4. Confirm no endpoint returns data without a permission check or spec filter.