Tax preparer example

cedar-example-use-cases/run.sh

@@ -20,6 +20,12 @@ validate "tags_n_roles" "policies.cedar" "policies.cedarschema"
 authorize "tags_n_roles" "policies.cedar" "entities.json" "policies.cedarschema"
 format "tags_n_roles" "policies.cedar"
 
+# Tax preparer
+echo -e "\nTesting Tax preparer..."
+validate "tax_preprarer" "policies.cedar" "policies.cedarschema" "linked"
+authorize "tax_preprarer" "policies.cedar" "entities.json" "policies.cedarschema" "linked"
+format "tax_preprarer" "policies.cedar"
+
 # Sales org static
 echo -e "\nTesting Sales Orgs (static)..."
 validate "sales_orgs/static" "policies.cedar" "policies.cedarschema"
@@ -32,13 +38,13 @@ validate "sales_orgs/templated" "policies.cedar" "policies.cedarschema" "linked"
 authorize "sales_orgs/templated" "policies.cedar" "entities.json" "policies.cedarschema" "linked"
 #format "sales_orgs/templated" "policies.cedar"
 
-# Hotel chains
+# Hotel chains static
 echo -e "\nTesting Hotels (static)..."
 validate "hotel_chains/static" "policies.cedar" "policies.cedarschema"
 authorize "hotel_chains/static" "policies.cedar" "entities.json" "policies.cedarschema"
 #format "hotel_chains/static" "policies.cedar"
 
-# Hotel chains
+# Hotel chains templated
 echo -e "\nTesting Hotels (templated)..."
 validate "hotel_chains/templated" "policies.cedar" "policies.cedarschema" "linked"
 authorize "hotel_chains/templated" "policies.cedar" "entities.json" "policies.cedarschema" "linked"

cedar-example-use-cases/tax_preprarer/ALLOW/alice_read_ABC.json

@@ -0,0 +1,16 @@
+{
+    "principal": "Taxpreparer::Professional::\"Alice\"",
+    "action": "Taxpreparer::Action::\"viewDocument\"",
+    "resource": "Taxpreparer::Document::\"ABC\"",
+    "context": {
+        "consent": {
+            "client": { 
+                "__entity": {
+                    "type": "Taxpreparer::Client",
+                    "id": "Ramon"
+                }
+            },
+            "team_region_list": [ "IAD", "JFK" ]
+        }
+    }
+}

cedar-example-use-cases/tax_preprarer/ALLOW/alice_read_DEF.json

@@ -0,0 +1,16 @@
+{
+    "principal": "Taxpreparer::Professional::\"Alice\"",
+    "action": "Taxpreparer::Action::\"viewDocument\"",
+    "resource": "Taxpreparer::Document::\"DEF\"",
+    "context": {
+        "consent": {
+            "client": { 
+                "__entity": {
+                    "type": "Taxpreparer::Client",
+                    "id": "Ramon"
+                }
+            },
+            "team_region_list": [ "IAD", "JFK" ]
+        }
+    }
+}

cedar-example-use-cases/tax_preprarer/ALLOW/bob_read_DEF.json

@@ -0,0 +1,16 @@
+{
+    "principal": "Taxpreparer::Professional::\"Bob\"",
+    "action": "Taxpreparer::Action::\"viewDocument\"",
+    "resource": "Taxpreparer::Document::\"DEF\"",
+    "context": {
+        "consent": {
+            "client": { 
+                "__entity": {
+                    "type": "Taxpreparer::Client",
+                    "id": "Ramon"
+                }
+            },
+            "team_region_list": [ "IAD", "JFK" ]
+        }
+    }
+}

cedar-example-use-cases/tax_preprarer/DENY/alice_read_ABC.json

@@ -0,0 +1,16 @@
+{
+    "principal": "Taxpreparer::Professional::\"Alice\"",
+    "action": "Taxpreparer::Action::\"viewDocument\"",
+    "resource": "Taxpreparer::Document::\"ABC\"",
+    "context": {
+        "consent": {
+            "client": { 
+                "__entity": {
+                    "type": "Taxpreparer::Client",
+                    "id": "Ramon"
+                }
+            },
+            "team_region_list": [ "JFK" ]
+        }
+    }
+}

cedar-example-use-cases/tax_preprarer/DENY/bob_read_ABC.json

@@ -0,0 +1,16 @@
+{
+    "principal": "Taxpreparer::Professional::\"Bob\"",
+    "action": "Taxpreparer::Action::\"viewDocument\"",
+    "resource": "Taxpreparer::Document::\"ABC\"",
+    "context": {
+        "consent": {
+            "client": { 
+                "__entity": {
+                    "type": "Taxpreparer::Client",
+                    "id": "Ramon"
+                }
+            },
+            "team_region_list": [ "IAD", "JFK" ]
+        }
+    }
+}

cedar-example-use-cases/tax_preprarer/README.md

@@ -0,0 +1,36 @@
+# Taxpreparer policies
+
+This use-case simulates an organization that prepares taxes for its clients.
+
+## Use-case
+
+A `Professional` needs to access a `Client`'s `Document` in order to prepare their taxes. There are two rules that grant access:
+
+1. That the `Professional` has been granted access to the document. This could be because 
+
+    a. she belongs to an _organization_ whose features (service line, location, etc.) are a match for features of the `Document`, or 
+
+    b. because she has been granted _ad hoc_ access.
+2. That the `Client` has given consent for professionals in a particular country to look at documents they own. A consent is modeled as a `Consent` entity, which is passed in with the authorization request's `context`.
+
+Rules 1a and 2 are expressed as static policies, and rule 1b is expressed as a link to a template.
+
+Rules 2 is expressed as a `forbid` rule so that it affects any _ad hoc_ `permit` policies added later. Alternatively, it could have been expressed as an additional `when` clause in the `permit` policies, both the static one and the template.
+
+## Tests
+
+The test setup defines the following entities, in `entities.json`:
+
+- `Professional`s `Alice` and `Bob`. They are both part of `org-1` in the `corporate` serviceline, and are located at `IAD` and `JFK`, respectively.
+- `Client` `Ramon` is contracting with the `corporate` serviceline
+- `Document`s `ABC` and `DEF`, owned by `Ramon`, and located at `IAD` and `JFK`, respectively.
+
+The setup also includes file `linked`, which links the ad-hoc access template to grant `Alice` access to document `DEF`.
+
+Then we have five scenarios:
+
+1. Alice requests access to ABC -- this is allowed per rules 1a and 2: Alice is part of the appropriate serviceline, organization, and location, and the request shows that her particular location has been consented to
+2. Alice requests access to DEF -- this is allowed per rules 1b and 2: She has been granted ad hoc access, and the request shows that her particular location has been consented to
+3. Bob requests access to DEF -- this is allowed per rules 1a and 2.
+4. Alice requests access to ABC -- this time the request is denied because rule 2 is not satisfied: the provided consent does not include Alice's location
+5. Bob requests access to ABC -- this is not allowed because neither rules 1a nor 1b are satisfied.

cedar-example-use-cases/tax_preprarer/entities.json

@@ -0,0 +1,76 @@
+[
+    {
+        "uid": {
+            "type": "Taxpreparer::Professional",
+            "id": "Alice"
+        },
+        "attrs": {
+            "location": "IAD",
+            "assigned_orgs": [
+                {
+                    "organization": "org-1",
+                    "serviceline": "corporate",
+                    "location": "IAD"
+                }
+            ]
+        },
+        "parents": []
+    },
+    {
+        "uid": {
+            "type": "Taxpreparer::Professional",
+            "id": "Bob"
+        },
+        "attrs": {
+            "location": "JFK",
+            "assigned_orgs": [
+                {
+                    "organization": "org-1",
+                    "serviceline": "corporate",
+                    "location": "JFK"
+                }
+            ]
+        },
+        "parents": []
+    },
+    {
+        "uid": {
+            "type": "Taxpreparer::Client",
+            "id": "Ramon"
+        },
+        "attrs": {
+            "organization": "org-1"
+        },
+        "parents": []
+    },
+    {
+        "uid": {
+            "type": "Taxpreparer::Document",
+            "id": "ABC"
+        },
+        "attrs": {
+            "serviceline": "corporate",
+            "location": "IAD",
+            "owner": {
+                "type": "Taxpreparer::Client",
+                "id": "Ramon"
+            }
+        },
+        "parents": []
+    },
+    {
+        "uid": {
+            "type": "Taxpreparer::Document",
+            "id": "DEF"
+        },
+        "attrs": {
+            "serviceline": "corporate",
+            "location": "JFK",
+            "owner": {
+                "type": "Taxpreparer::Client",
+                "id": "Ramon"
+            }
+        },
+        "parents": []
+    }
+]

cedar-example-use-cases/tax_preprarer/linked

@@ -0,0 +1,10 @@
+[
+    {
+        "template_id": "adhoc-access",
+        "link_id": "AliceView",
+        "args": {
+            "?principal": "Taxpreparer::Professional::\"Alice\"",
+            "?resource": "Taxpreparer::Document::\"DEF\""
+        }
+    }
+]

cedar-example-use-cases/tax_preprarer/policies.cedar

@@ -0,0 +1,39 @@
+// Rule 1a: organization-level access
+permit (
+  principal,
+  action == Taxpreparer::Action::"viewDocument",
+  resource
+)
+when
+{
+  principal.assigned_orgs
+    .contains
+    (
+      {organization
+       :resource.owner.organization,
+       serviceline
+       :resource.serviceline,
+       location
+       :resource.location}
+    )
+};
+
+// Rule 1b: ad hoc access (per linked template)
+@id("adhoc-access")
+permit (
+  principal == ?principal,
+  action == Taxpreparer::Action::"viewDocument",
+  resource == ?resource
+);
+
+// Rule 2: consent must be given by a document's owner
+forbid (
+  principal,
+  action == Taxpreparer::Action::"viewDocument",
+  resource
+)
+unless
+{
+  context.consent.client == resource.owner &&
+  context.consent.team_region_list.contains(principal.location)
+};

cedar-example-use-cases/tax_preprarer/policies.cedarschema

@@ -0,0 +1,33 @@
+namespace Taxpreparer {
+  type orgInfo = {
+    organization: String,
+    serviceline: String,
+    location: String,
+  };
+  // A tax-preparing professional
+  entity Professional = { 
+    assigned_orgs: Set<orgInfo>,
+    location: String,
+  };
+  // A client's tax document
+  entity Document = {
+    serviceline: String,
+    location: String,
+    owner: Client,
+  };
+  // A client 
+  entity Client = {
+    organization: String
+  };
+  // The record of consent from a client to view a doc
+  type Consent = {
+    client: Client, 
+    team_region_list: Set<String>
+  };
+
+  action viewDocument appliesTo {
+    principal: [Professional],
+    resource: [Document],
+    context: { consent: Consent }
+  };
+}