🔧(backend) make AI feature reach configurable

We want to be able to define whether AI features are available to
anonymous users who gained editor access on a document, or if we
demand that they be authenticated or even if we demand that they
gained their editor access via a specific document access.

Being authenticated is now the default value. This will change the
default behavior on your existing instance (see UPGRADE.md)

CHANGELOG.md

@@ -16,6 +16,10 @@ and this project adheres to
 - ✨(frontend) cursor display on activity #609
 - ✨(frontend) Add export page break #623
 
+## Changed
+
+- 🔧(backend) make AI feature reach configurable
+
 ## Fixed
 
 🌐(CI) Fix email partially translated #616

UPGRADE.md

@@ -15,3 +15,8 @@ the following command inside your docker container:
 (Note : in your development environment, you can `make migrate`.)
 
 ## [Unreleased]
+
+- AI features are now limited to users who are authenticated. Before this release, even anonymous
+  users who gained editor access on a document with link reach used to get AI feature.
+  IF you want anonymous users to keep access on AI features, you must now define the
+  `AI_ALLOW_REACH_FROM` setting to "public".

src/backend/core/models.py

@@ -629,6 +629,9 @@ class Document(MP_Node, BaseModel):
         # which date to allow them anyway)
         # Anonymous users should also not see document accesses
         has_access_role = bool(roles) and not is_deleted
+        can_update_from_access = (
+            is_owner_or_admin or RoleChoices.EDITOR in roles
+        ) and not is_deleted
 
         # Add roles provided by the document link, taking into account its ancestors
 
@@ -647,11 +650,23 @@ class Document(MP_Node, BaseModel):
             is_owner_or_admin or RoleChoices.EDITOR in roles
         ) and not is_deleted
 
+        ai_allow_reach_from = settings.AI_ALLOW_REACH_FROM
+        ai_access = any(
+            [
+                ai_allow_reach_from == LinkReachChoices.PUBLIC and can_update,
+                ai_allow_reach_from == LinkReachChoices.AUTHENTICATED
+                and user.is_authenticated
+                and can_update,
+                ai_allow_reach_from == LinkReachChoices.RESTRICTED
+                and can_update_from_access,
+            ]
+        )
+
         return {
             "accesses_manage": is_owner_or_admin,
             "accesses_view": has_access_role,
-            "ai_transform": can_update,
-            "ai_translate": can_update,
+            "ai_transform": ai_access,
+            "ai_translate": ai_access,
             "attachment_upload": can_update,
             "children_list": can_get,
             "children_create": can_update and user.is_authenticated,

src/backend/core/tests/documents/test_api_documents_ai_transform.py

@@ -2,6 +2,7 @@
 Test AI transform API endpoint for users in impress's core app.
 """
 
+import random
 from unittest.mock import MagicMock, patch
 
 from django.core.cache import cache
@@ -31,6 +32,9 @@ def ai_settings():
         yield
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 @pytest.mark.parametrize(
     "reach, role",
     [
@@ -57,6 +61,7 @@ def test_api_documents_ai_transform_anonymous_forbidden(reach, role):
     }
 
 
+@override_settings(AI_ALLOW_REACH_FROM="public")
 @pytest.mark.usefixtures("ai_settings")
 @patch("openai.resources.chat.completions.Completions.create")
 def test_api_documents_ai_transform_anonymous_success(mock_create):
@@ -93,6 +98,27 @@ def test_api_documents_ai_transform_anonymous_success(mock_create):
     )
 
 
+@override_settings(AI_ALLOW_REACH_FROM=random.choice(["authenticated", "restricted"]))
+@pytest.mark.usefixtures("ai_settings")
+@patch("openai.resources.chat.completions.Completions.create")
+def test_api_documents_ai_transform_anonymous_limited_by_setting(mock_create):
+    """
+    Anonymous users should be able to request AI transform to a document
+    if the link reach and role permit it.
+    """
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    answer = '{"answer": "Salut"}'
+    mock_create.return_value = MagicMock(
+        choices=[MagicMock(message=MagicMock(content=answer))]
+    )
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-transform/"
+    response = APIClient().post(url, {"text": "Hello", "action": "summarize"})
+
+    assert response.status_code == 401
+
+
 @pytest.mark.parametrize(
     "reach, role",
     [

src/backend/core/tests/documents/test_api_documents_ai_translate.py

@@ -2,6 +2,7 @@
 Test AI translate API endpoint for users in impress's core app.
 """
 
+import random
 from unittest.mock import MagicMock, patch
 
 from django.core.cache import cache
@@ -51,6 +52,9 @@ def test_api_documents_ai_translate_viewset_options_metadata():
     }
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 @pytest.mark.parametrize(
     "reach, role",
     [
@@ -77,6 +81,7 @@ def test_api_documents_ai_translate_anonymous_forbidden(reach, role):
     }
 
 
+@override_settings(AI_ALLOW_REACH_FROM="public")
 @pytest.mark.usefixtures("ai_settings")
 @patch("openai.resources.chat.completions.Completions.create")
 def test_api_documents_ai_translate_anonymous_success(mock_create):
@@ -113,6 +118,27 @@ def test_api_documents_ai_translate_anonymous_success(mock_create):
     )
 
 
+@override_settings(AI_ALLOW_REACH_FROM=random.choice(["authenticated", "restricted"]))
+@pytest.mark.usefixtures("ai_settings")
+@patch("openai.resources.chat.completions.Completions.create")
+def test_api_documents_ai_translate_anonymous_limited_by_setting(mock_create):
+    """
+    Anonymous users should be able to request AI translate to a document
+    if the link reach and role permit it.
+    """
+    document = factories.DocumentFactory(link_reach="public", link_role="editor")
+
+    answer = '{"answer": "Salut"}'
+    mock_create.return_value = MagicMock(
+        choices=[MagicMock(message=MagicMock(content=answer))]
+    )
+
+    url = f"/api/v1.0/documents/{document.id!s}/ai-translate/"
+    response = APIClient().post(url, {"text": "Hello", "language": "es"})
+
+    assert response.status_code == 401
+
+
 @pytest.mark.parametrize(
     "reach, role",
     [

src/backend/core/tests/documents/test_api_documents_retrieve.py

@@ -28,8 +28,8 @@ def test_api_documents_retrieve_anonymous_public_standalone():
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
-            "ai_transform": document.link_role == "editor",
-            "ai_translate": document.link_role == "editor",
+            "ai_transform": False,
+            "ai_translate": False,
             "attachment_upload": document.link_role == "editor",
             "children_create": False,
             "children_list": True,
@@ -84,8 +84,8 @@ def test_api_documents_retrieve_anonymous_public_parent():
         "abilities": {
             "accesses_manage": False,
             "accesses_view": False,
-            "ai_transform": grand_parent.link_role == "editor",
-            "ai_translate": grand_parent.link_role == "editor",
+            "ai_transform": False,
+            "ai_translate": False,
             "attachment_upload": grand_parent.link_role == "editor",
             "children_create": False,
             "children_list": True,

src/backend/core/tests/test_models_documents.py

@@ -12,6 +12,7 @@ from django.core import mail
 from django.core.cache import cache
 from django.core.exceptions import ValidationError
 from django.core.files.storage import default_storage
+from django.test.utils import override_settings
 from django.utils import timezone
 
 import pytest
@@ -124,6 +125,9 @@ def test_models_documents_soft_delete(depth):
 # get_abilities
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 @pytest.mark.parametrize(
     "is_authenticated,reach,role",
     [
@@ -175,6 +179,9 @@ def test_models_documents_get_abilities_forbidden(
     assert document.get_abilities(user) == expected_abilities
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 @pytest.mark.parametrize(
     "is_authenticated,reach",
     [
@@ -243,8 +250,8 @@ def test_models_documents_get_abilities_editor(
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": False,
-        "ai_transform": True,
-        "ai_translate": True,
+        "ai_transform": is_authenticated,
+        "ai_translate": is_authenticated,
         "attachment_upload": True,
         "children_create": is_authenticated,
         "children_list": True,
@@ -271,6 +278,9 @@ def test_models_documents_get_abilities_editor(
     assert all(value is False for value in document.get_abilities(user).values())
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 def test_models_documents_get_abilities_owner(django_assert_num_queries):
     """Check abilities returned for the owner of a document."""
     user = factories.UserFactory()
@@ -300,12 +310,16 @@ def test_models_documents_get_abilities_owner(django_assert_num_queries):
     }
     with django_assert_num_queries(1):
         assert document.get_abilities(user) == expected_abilities
+
     document.soft_delete()
     document.refresh_from_db()
     expected_abilities["move"] = False
     assert document.get_abilities(user) == expected_abilities
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 def test_models_documents_get_abilities_administrator(django_assert_num_queries):
     """Check abilities returned for the administrator of a document."""
     user = factories.UserFactory()
@@ -335,11 +349,15 @@ def test_models_documents_get_abilities_administrator(django_assert_num_queries)
     }
     with django_assert_num_queries(1):
         assert document.get_abilities(user) == expected_abilities
+
     document.soft_delete()
     document.refresh_from_db()
     assert all(value is False for value in document.get_abilities(user).values())
 
 
+@override_settings(
+    AI_ALLOW_REACH_FROM=random.choice(["public", "authenticated", "restricted"])
+)
 def test_models_documents_get_abilities_editor_user(django_assert_num_queries):
     """Check abilities returned for the editor of a document."""
     user = factories.UserFactory()
@@ -369,23 +387,31 @@ def test_models_documents_get_abilities_editor_user(django_assert_num_queries):
     }
     with django_assert_num_queries(1):
         assert document.get_abilities(user) == expected_abilities
+
     document.soft_delete()
     document.refresh_from_db()
     assert all(value is False for value in document.get_abilities(user).values())
 
 
-def test_models_documents_get_abilities_reader_user(django_assert_num_queries):
+@pytest.mark.parametrize("ai_access_setting", ["public", "authenticated", "restricted"])
+def test_models_documents_get_abilities_reader_user(
+    ai_access_setting, django_assert_num_queries
+):
     """Check abilities returned for the reader of a document."""
     user = factories.UserFactory()
     document = factories.DocumentFactory(users=[(user, "reader")])
+
     access_from_link = (
         document.link_reach != "restricted" and document.link_role == "editor"
     )
+
     expected_abilities = {
         "accesses_manage": False,
         "accesses_view": True,
-        "ai_transform": access_from_link,
-        "ai_translate": access_from_link,
+        # If you get your editor rights from the link role and not your access role
+        # You should not access AI if it's restricted to users with specific access
+        "ai_transform": access_from_link and ai_access_setting != "restricted",
+        "ai_translate": access_from_link and ai_access_setting != "restricted",
         "attachment_upload": access_from_link,
         "children_create": access_from_link,
         "children_list": True,
@@ -404,11 +430,14 @@ def test_models_documents_get_abilities_reader_user(django_assert_num_queries):
         "versions_list": True,
         "versions_retrieve": True,
     }
-    with django_assert_num_queries(1):
-        assert document.get_abilities(user) == expected_abilities
-    document.soft_delete()
-    document.refresh_from_db()
-    assert all(value is False for value in document.get_abilities(user).values())
+
+    with override_settings(AI_ALLOW_REACH_FROM=ai_access_setting):
+        with django_assert_num_queries(1):
+            assert document.get_abilities(user) == expected_abilities
+
+        document.soft_delete()
+        document.refresh_from_db()
+        assert all(value is False for value in document.get_abilities(user).values())
 
 
 def test_models_documents_get_abilities_preset_role(django_assert_num_queries):
@@ -446,6 +475,44 @@ def test_models_documents_get_abilities_preset_role(django_assert_num_queries):
     }
 
 
+@override_settings(AI_ALLOW_REACH_FROM="public")
+@pytest.mark.parametrize(
+    "is_authenticated,reach",
+    [
+        (True, "public"),
+        (False, "public"),
+        (True, "authenticated"),
+    ],
+)
+def test_models_document_get_abilities_ai_access_authenticated(is_authenticated, reach):
+    """Validate AI abilities when AI is available to any anonymous user with editor rights."""
+    user = factories.UserFactory() if is_authenticated else AnonymousUser()
+    document = factories.DocumentFactory(link_reach=reach, link_role="editor")
+
+    abilities = document.get_abilities(user)
+    assert abilities["ai_transform"] is True
+    assert abilities["ai_translate"] is True
+
+
+@override_settings(AI_ALLOW_REACH_FROM="authenticated")
+@pytest.mark.parametrize(
+    "is_authenticated,reach",
+    [
+        (True, "public"),
+        (False, "public"),
+        (True, "authenticated"),
+    ],
+)
+def test_models_document_get_abilities_ai_access_public(is_authenticated, reach):
+    """Validate AI abilities when AI is available only to authenticated users with editor rights."""
+    user = factories.UserFactory() if is_authenticated else AnonymousUser()
+    document = factories.DocumentFactory(link_reach=reach, link_role="editor")
+
+    abilities = document.get_abilities(user)
+    assert abilities["ai_transform"] == is_authenticated
+    assert abilities["ai_translate"] == is_authenticated
+
+
 def test_models_documents_get_versions_slice_pagination(settings):
     """
     The "get_versions_slice" method should allow navigating all versions of

src/backend/impress/settings.py

@@ -516,7 +516,12 @@ class Base(Configuration):
     AI_API_KEY = values.Value(None, environ_name="AI_API_KEY", environ_prefix=None)
     AI_BASE_URL = values.Value(None, environ_name="AI_BASE_URL", environ_prefix=None)
     AI_MODEL = values.Value(None, environ_name="AI_MODEL", environ_prefix=None)
-
+    AI_ALLOW_REACH_FROM = values.Value(
+        choices=("public", "authenticated", "restricted"),
+        default="authenticated",
+        environ_name="AI_ALLOW_REACH_FROM",
+        environ_prefix=None,
+    )
     AI_DOCUMENT_RATE_THROTTLE_RATES = {
         "minute": 5,
         "hour": 100,