✨(backend) delete accesses and invitations on move when scope changes

When a document is moved outside its current permission scope (root
document, cross-tree move, or promotion to root), its direct accesses
and pending invitations are now deleted server-side within the same
atomic transaction as the move itself. This ensures consistency: if
the move fails, deletions are rolled back.

Signed-off-by: Mohamed El Amine BOUKERFA <boukerfa.ma@gmail.com>

src/backend/core/api/viewsets.py

@@ -949,8 +949,8 @@ class DocumentViewSet(
                     "as a child to this target document."
                 )
         elif target_document.is_root():
-            owner_accesses = document.get_root().accesses.filter(
-                role=models.RoleChoices.OWNER
+            owner_accesses = list(
+                document.get_root().accesses.filter(role=models.RoleChoices.OWNER)
             )
         elif not target_document.get_parent().get_abilities(user).get("move"):
             message = (
@@ -972,6 +972,30 @@ class DocumentViewSet(
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
+        # A move changes the document's permission scope in any of these cases:
+        #   - it is currently a root (it carries its own scope),
+        #   - it is moving into a different tree (different current root than target's),
+        #   - it is being promoted to root as a sibling of its own current root.
+        # In all these cases, direct accesses and pending invitations must be wiped so
+        # the document inherits the new scope. Deletions and the move share the same
+        # atomic transaction, so a failure rolls everything back.
+        becomes_sibling_root = (
+            position
+            not in [
+                enums.MoveNodePositionChoices.FIRST_CHILD,
+                enums.MoveNodePositionChoices.LAST_CHILD,
+            ]
+            and target_document.is_root()
+        )
+        scope_changes = (
+            document.is_root()
+            or becomes_sibling_root
+            or document.get_root() != target_document.get_root()
+        )
+        if scope_changes:
+            document.accesses.all().delete()
+            document.invitations.all().delete()
+
         # Make sure we have at least one owner
         if (
             owner_accesses

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

@@ -237,10 +237,10 @@ def test_api_documents_move_authenticated_no_owner_user_and_team():
 
     document.refresh_from_db()
     assert list(document.get_children()) == [child]
-    assert document.accesses.count() == 3
+
+    assert document.accesses.count() == 2
     assert document.accesses.get(user__isnull=False, role="owner").user == parent_owner
     assert document.accesses.get(user__isnull=True, role="owner").team == "lasuite"
-    assert document.accesses.get(role="administrator").user == user
 
 
 def test_api_documents_move_authenticated_no_owner_same_user():
@@ -304,8 +304,10 @@ def test_api_documents_move_authenticated_no_owner_same_team():
 
     document.refresh_from_db()
     assert list(document.get_children()) == [child]
-    assert document.accesses.count() == 2
-    assert document.accesses.get(user__isnull=False, role="administrator").user == user
+
+    # The user's direct administrator access was wiped during the cross-tree move;
+    # only the "lasuite" team remains, re-added as owner from the previous root.
+    assert document.accesses.count() == 1
     assert document.accesses.get(user__isnull=True, role="owner").team == "lasuite"
 
 
@@ -527,3 +529,269 @@ def test_api_documents_move_to_self(position):
     # Ensure document has not moved
     document.refresh_from_db()
     assert document.is_root() is True
+
+
+def test_api_documents_move_root_deletes_accesses_and_invitations():
+    """
+    Moving a root document should automatically delete all its direct accesses and
+    invitations so it inherits the target's permissions.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    document = factories.DocumentFactory(
+        users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+    factories.InvitationFactory(document=document)
+
+    target = factories.DocumentFactory(users=[(user, "owner")])
+
+    assert document.is_root()
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 2
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/move/",
+        data={"target_document_id": str(target.id), "position": "first-child"},
+    )
+
+    assert response.status_code == 200
+    assert response.json() == {"message": "Document moved successfully."}
+
+    document.refresh_from_db()
+    assert document.is_child_of(target)
+    assert document.accesses.count() == 0
+    assert document.invitations.count() == 0
+
+
+def test_api_documents_move_cross_tree_deletes_accesses_and_invitations():
+    """
+    Moving a non-root document to a different tree should delete its direct accesses
+    and invitations because it is leaving its current permission scope.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    source_root = factories.DocumentFactory(users=[(user, "owner")])
+    document = factories.DocumentFactory(
+        parent=source_root, users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+
+    target_root = factories.DocumentFactory(users=[(user, "owner")])
+    target = factories.DocumentFactory(parent=target_root, users=[(user, "owner")])
+
+    assert not document.is_root()
+    assert document.get_root() != target.get_root()
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/move/",
+        data={"target_document_id": str(target.id), "position": "first-child"},
+    )
+
+    assert response.status_code == 200
+    assert response.json() == {"message": "Document moved successfully."}
+
+    document.refresh_from_db()
+    assert document.is_child_of(target)
+    assert document.accesses.count() == 0
+    assert document.invitations.count() == 0
+
+
+def test_api_documents_move_same_tree_keeps_accesses_and_invitations():
+    """
+    Moving a non-root document within the same tree should preserve its direct
+    accesses and invitations since it stays in the same permission scope.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    root = factories.DocumentFactory(users=[(user, "owner")])
+    document = factories.DocumentFactory(
+        parent=root, users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+    target = factories.DocumentFactory(parent=root, users=[(user, "owner")])
+
+    assert not document.is_root()
+    assert document.get_root() == target.get_root()
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/move/",
+        data={"target_document_id": str(target.id), "position": "first-child"},
+    )
+
+    assert response.status_code == 200
+    assert response.json() == {"message": "Document moved successfully."}
+
+    document.refresh_from_db()
+    assert document.is_child_of(target)
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1
+
+
+@pytest.mark.parametrize("position", ["first-sibling", "last-sibling", "left", "right"])
+def test_api_documents_move_sub_document_to_root_deletes_accesses_and_invitations(
+    position,
+):
+    """
+    Moving a sub-document to root level (as a sibling of a root document) changes its
+    permission scope. Its direct accesses and invitations must be deleted.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    parent = factories.DocumentFactory(users=[(user, "owner")])
+    document = factories.DocumentFactory(
+        parent=parent, users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+
+    # target is a root document; moving as its sibling promotes document to root level
+    target = factories.DocumentFactory(users=[(user, "owner")])
+
+    assert not document.is_root()
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/move/",
+        data={"target_document_id": str(target.id), "position": position},
+    )
+
+    assert response.status_code == 200
+    document.refresh_from_db()
+    assert document.is_root()
+    # Direct accesses and invitations are wiped; the backend then ensures at least one
+    # owner exists by inheriting the owner(s) from the previous root.
+    assert document.accesses.count() == 1
+    assert document.accesses.filter(role="owner").exists()
+    assert document.invitations.count() == 0
+
+
+@pytest.mark.parametrize("position", ["first-sibling", "last-sibling", "left", "right"])
+def test_api_documents_move_sub_document_as_sibling_of_its_own_root_deletes_accesses(
+    position,
+):
+    """
+    Moving a sub-document as a sibling of its current root promotes it to a
+    new root. Even though before the move both share the same root, the document is
+    leaving its permission scope and its direct accesses/invitations must be deleted.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    root = factories.DocumentFactory(users=[(user, "owner")])
+    document = factories.DocumentFactory(
+        parent=root, users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+
+    assert not document.is_root()
+    assert document.get_root() == root
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/move/",
+        data={"target_document_id": str(root.id), "position": position},
+    )
+
+    assert response.status_code == 200
+    document.refresh_from_db()
+    assert document.is_root()
+    # Original accesses wiped; owner re-inherited from previous root ensures non-orphaned.
+    assert document.accesses.count() == 1
+    assert document.accesses.filter(role="owner").exists()
+    assert document.invitations.count() == 0
+
+
+@pytest.mark.parametrize("position", ["first-sibling", "last-sibling", "left", "right"])
+def test_api_documents_move_root_as_sibling_of_root_preserves_owner(position):
+    """
+    Moving a root document as sibling of another root, the owners
+    collected from the previous root (which is the document itself) must survive the
+    pre-move access deletion, so the document keeps at least one owner afterwards.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    document = factories.DocumentFactory(
+        users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+
+    target = factories.DocumentFactory(users=[(user, "owner")])
+
+    assert document.is_root()
+    assert target.is_root()
+
+    response = client.post(
+        f"/api/v1.0/documents/{document.id!s}/move/",
+        data={"target_document_id": str(target.id), "position": position},
+    )
+
+    assert response.status_code == 200
+    document.refresh_from_db()
+    assert document.is_root()
+    # The original editor access and invitation are wiped; the previous root owner
+    # is re-added so the document still has at least one owner.
+    assert document.accesses.count() == 1
+    assert document.accesses.get(role="owner").user == user
+    assert document.invitations.count() == 0
+
+
+def test_api_documents_move_scope_change_deletion_is_atomic(monkeypatch):
+    """
+    When accesses/invitations are to be deleted (root or cross-tree move), both
+    deletions and the tree move are atomic: if the move fails, deletions roll back.
+    """
+    user = factories.UserFactory()
+    client = APIClient()
+    client.force_login(user)
+
+    other_user = factories.UserFactory()
+    document = factories.DocumentFactory(
+        users=[(user, "owner"), (other_user, "editor")]
+    )
+    factories.InvitationFactory(document=document)
+    target = factories.DocumentFactory(users=[(user, "owner")])
+
+    assert document.is_root()
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1
+
+    # Force Document.move to fail *after* the deletion block has already run,
+    # so we actually exercise the rollback path rather than bailing out earlier.
+    def failing_move(self, *args, **kwargs):
+        raise RuntimeError("Simulated move failure for atomicity test")
+
+    monkeypatch.setattr(models.Document, "move", failing_move)
+
+    with pytest.raises(RuntimeError, match="Simulated move failure"):
+        client.post(
+            f"/api/v1.0/documents/{document.id!s}/move/",
+            data={"target_document_id": str(target.id), "position": "first-sibling"},
+        )
+
+    # Accesses and invitations must still exist due to transaction rollback
+    document.refresh_from_db()
+    assert document.accesses.count() == 2
+    assert document.invitations.count() == 1