feat: reason templates

api/access_config.py

@@ -1,14 +1,16 @@
 import json
 import logging
 import os
-from typing import Any
+from typing import Any, Optional
 
 logger = logging.getLogger(__name__)
 
 # Define constants for AccessConfig JSON keys
 BACKEND = "BACKEND"
 NAME_VALIDATION_PATTERN = "NAME_VALIDATION_PATTERN"
 NAME_VALIDATION_ERROR = "NAME_VALIDATION_ERROR"
+REASON_TEMPLATE = "REASON_TEMPLATE"
+REASON_TEMPLATE_REQUIRED = "REASON_TEMPLATE_REQUIRED"
 
 
 class UndefinedConfigKeyError(Exception):
@@ -27,9 +29,17 @@ def __init__(self, error: str):
 
 
 class AccessConfig:
-    def __init__(self, name_pattern: str, name_validation_error: str):
+    def __init__(
+        self,
+        name_pattern: str,
+        name_validation_error: str,
+        reason_template: Optional[str] = None,
+        reason_template_required: Optional[list[str]] = None,
+    ):
         self.name_pattern = name_pattern
         self.name_validation_error = name_validation_error
+        self.reason_template = reason_template
+        self.reason_template_required = reason_template_required
 
 
 def _get_config_value(config: dict[str, Any], key: str) -> Any:
@@ -77,9 +87,15 @@ def _load_access_config() -> AccessConfig:
     name_pattern = _get_config_value(config, NAME_VALIDATION_PATTERN)
     name_validation_error = _get_config_value(config, NAME_VALIDATION_ERROR)
 
+    # Reason template and required fields are optional
+    reason_template = config.get(REASON_TEMPLATE)
+    reason_template_required = config.get(REASON_TEMPLATE_REQUIRED)
+
     return AccessConfig(
         name_pattern=name_pattern,
         name_validation_error=name_validation_error,
+        reason_template=reason_template,
+        reason_template_required=reason_template_required,
     )
 
 

api/operations/constraints/check_for_reason.py

@@ -5,6 +5,7 @@
     selectinload,
 )
 
+from api.access_config import get_access_config
 from api.extensions import db
 from api.models import AppGroup, OktaGroup, OktaGroupTagMap, RoleGroup, RoleGroupMap, Tag
 from api.models.tag import coalesce_constraints
@@ -44,7 +45,21 @@ def __init__(
 
     @staticmethod
     def invalid_reason(reason: Optional[str]) -> bool:
-        return reason is None or reason.strip() == ""
+        if reason is None or reason.strip() == "":
+            return True
+
+        # Check if the reason is just the template without modification
+        access_config = get_access_config()
+        if access_config.reason_template and reason.strip() == access_config.reason_template.strip():
+            return True
+
+        # Check if the reason is missing required fields from the template
+        if access_config.reason_template_required and reason:
+            for required_field in access_config.reason_template_required:
+                if required_field not in reason:
+                    return True
+
+        return False
 
     def execute_for_group(self) -> Tuple[bool, str]:
         if self.invalid_reason(self.reason):

api/views/schemas/access_requests.py

@@ -1,14 +1,38 @@
 from datetime import datetime, timezone
 from typing import Any, Dict, Optional
 
-from marshmallow import Schema, ValidationError, fields, post_load, validate
+from marshmallow import Schema, ValidationError, fields, post_load, validate, validates
+
+from api.access_config import get_access_config
 
 
 class CreateAccessRequestSchema(Schema):
     group_id = fields.String(validate=validate.Length(equal=20), required=True, load_only=True)
     group_owner = fields.Boolean(load_default=False, load_only=True)
     reason = fields.String(validate=validate.Length(max=1024), load_only=True)
 
+    @validates("reason")
+    def validate_reason(self, reason: str) -> None:
+        access_config = get_access_config()
+
+        # Check if reason is empty or only whitespace
+        if not reason or not reason.strip():
+            raise ValidationError("Reason is required")
+
+        # Check if reason is the same as the template
+        if access_config.reason_template and reason.strip() == access_config.reason_template.strip():
+            raise ValidationError(
+                "Please fill out the template with your specific information instead of submitting the template as-is."
+            )
+
+        # Check if required template fields are present
+        if access_config.reason_template_required and reason:
+            for required_field in access_config.reason_template_required:
+                if required_field not in reason:
+                    raise ValidationError(
+                        f"The following required field is missing from your reason: {required_field}. Please fill it out before submitting your access request."
+                    )
+
     @staticmethod
     def must_be_in_the_future(data: Optional[datetime]) -> None:
         if data and data < datetime.now():

src/config/accessConfig.ts

@@ -3,6 +3,8 @@ export interface AccessConfig {
   DEFAULT_ACCESS_TIME: string;
   NAME_VALIDATION_PATTERN: string;
   NAME_VALIDATION_ERROR: string;
+  REASON_TEMPLATE: string;
+  REASON_TEMPLATE_REQUIRED: string[];
 }
 
 // use the globally-injected ACCESS_CONFIG from src/globals.d.ts, typed to AccessConfig interface

src/config/loadAccessConfig.js

@@ -11,6 +11,8 @@ const DEFAULT_ACCESS_TIME = 'DEFAULT_ACCESS_TIME';
 const FRONTEND = 'FRONTEND';
 const NAME_VALIDATION_PATTERN = 'NAME_VALIDATION_PATTERN';
 const NAME_VALIDATION_ERROR = 'NAME_VALIDATION_ERROR';
+const REASON_TEMPLATE = 'REASON_TEMPLATE';
+const REASON_TEMPLATE_REQUIRED = 'REASON_TEMPLATE_REQUIRED';
 
 class UndefinedConfigError extends Error {
   constructor(key, obj) {
@@ -59,6 +61,24 @@ function validate_override_config(overrideConfig) {
       `If ${NAME_VALIDATION_PATTERN} is present, ${NAME_VALIDATION_ERROR} must also be overridden.`,
     );
   }
+
+  if (REASON_TEMPLATE in overrideConfig && !(REASON_TEMPLATE_REQUIRED in overrideConfig)) {
+    throw new AccessConfigValidationError(
+      `If ${REASON_TEMPLATE} is present, ${REASON_TEMPLATE_REQUIRED} must also be overridden.`,
+    );
+  }
+  // ensure that REASON_TEMPLATE has all required fields in REASON_TEMPLATE_REQUIRED
+  if (REASON_TEMPLATE in overrideConfig && REASON_TEMPLATE_REQUIRED in overrideConfig) {
+    const requiredFields = getConfig(overrideConfig, REASON_TEMPLATE_REQUIRED);
+    const reasonTemplate = getConfig(overrideConfig, REASON_TEMPLATE);
+    for (const field of requiredFields) {
+      if (!(field in reasonTemplate)) {
+        throw new AccessConfigValidationError(
+          `Field '${field}' is required in ${REASON_TEMPLATE} when ${REASON_TEMPLATE_REQUIRED} is set.`,
+        );
+      }
+    }
+  }
 }
 
 function loadOverrideConfig(accessConfig) {

src/pages/requests/Create.tsx

@@ -309,6 +309,7 @@ function CreateRequestContainer(props: CreateRequestContainerProps) {
         group: props.group,
         until: accessConfig.DEFAULT_ACCESS_TIME,
         ownerOrMember: props.owner != null ? (props.owner ? 'owner' : 'member') : undefined,
+        reason: accessConfig.REASON_TEMPLATE || '',
       }}
       onSuccess={(formData) => submit(formData)}>
       <DialogTitle>
@@ -434,7 +435,35 @@ function CreateRequestContainer(props: CreateRequestContainerProps) {
             name="reason"
             multiline
             rows={4}
-            validation={{maxLength: 1024}}
+            placeholder={accessConfig.REASON_TEMPLATE}
+            validation={{
+              required: 'Reason is required',
+              maxLength: 1024,
+              validate: (value: string) => {
+                // Check if reason is empty or only whitespace
+                if (!value || value.trim().length === 0) {
+                  return 'Reason is required';
+                }
+
+                // Check if reason is the same as the template
+                if (accessConfig.REASON_TEMPLATE && value.trim() === accessConfig.REASON_TEMPLATE.trim()) {
+                  return 'Please fill out the template with your specific information instead of submitting the template as-is.';
+                }
+
+                // Check if required template fields are present
+                if (accessConfig.REASON_TEMPLATE_REQUIRED && value) {
+                  const missingFields = accessConfig.REASON_TEMPLATE_REQUIRED.filter(
+                    (field: string) => !value.includes(field),
+                  );
+
+                  if (missingFields.length > 0) {
+                    return `The following required fields are missing from your reason: ${missingFields.join(', ')}`;
+                  }
+                }
+
+                return true;
+              },
+            }}
             parseError={(error) => {
               if (error?.message != '') {
                 return error?.message ?? '';

src/pages/role_requests/Create.tsx

@@ -2,6 +2,7 @@ import * as React from 'react';
 import dayjs, {Dayjs} from 'dayjs';
 import IsSameOrBefore from 'dayjs/plugin/isSameOrBefore';
 import {useNavigate} from 'react-router-dom';
+import accessConfig from '../../config/accessConfig';
 import Button from '@mui/material/Button';
 import Dialog from '@mui/material/Dialog';
 import DialogActions from '@mui/material/DialogActions';
@@ -462,6 +463,7 @@ function CreateRequestContainer(props: CreateRequestContainerProps) {
             name="reason"
             multiline
             rows={4}
+            placeholder={accessConfig.REASON_TEMPLATE}
             validation={{maxLength: 1024}}
             parseError={(error) => {
               if (error?.message != '') {

tests/test_reason_template.py

@@ -0,0 +1,95 @@
+from typing import Any
+
+from flask import url_for
+from flask.testing import FlaskClient
+from flask_sqlalchemy import SQLAlchemy
+from pytest_mock import MockerFixture
+
+from api.models import (
+    OktaGroup,
+    OktaUser,
+)
+from api.operations.constraints.check_for_reason import CheckForReason
+
+
+def test_invalid_reason_with_template(mocker: MockerFixture) -> None:
+    """Test that the template itself and templates with placeholders are considered invalid reasons."""
+
+    # Mock the access_config to return a specific template
+    mock_access_config = mocker.patch("api.operations.constraints.check_for_reason.get_access_config")
+    mock_config = mocker.MagicMock()
+    mock_config.reason_template = (
+        "Project: [Project Name]\nTicket: [Ticket ID]\nJustification: [Why is this access needed?]"
+    )
+    mock_config.reason_template_required = ["Project", "Ticket", "Justification"]
+    mock_access_config.return_value = mock_config
+
+    # Test cases
+    # 1. Empty reason
+    assert CheckForReason.invalid_reason(None) is True
+    assert CheckForReason.invalid_reason("") is True
+    assert CheckForReason.invalid_reason("   ") is True
+
+    # 2. Template as-is (unchanged)
+    template = "Project: [Project Name]\nTicket: [Ticket ID]\nJustification: [Why is this access needed?]"
+    assert CheckForReason.invalid_reason(template) is True
+
+    # 3. Template with missing fields
+    template = "Project: [Project Name]\nTicket: [Ticket ID]"
+    assert CheckForReason.invalid_reason(template) is True
+
+    # 4. Template with all placeholders filled should be valid
+    filled_template = "Project: My Project\nTicket: TICKET-123\nJustification: I need access to deploy code"
+    assert CheckForReason.invalid_reason(filled_template) is False
+
+    # 5. Completely different invalid reason
+    valid_reason = "I need access for the new project launch"
+    assert CheckForReason.invalid_reason(valid_reason) is True
+
+
+def test_reason_validation_in_request_endpoint(
+    client: FlaskClient,
+    db: SQLAlchemy,
+    mocker: MockerFixture,
+    okta_group: OktaGroup,
+    user: OktaUser,
+) -> None:
+    """Test that the API endpoints reject reasons that just contain the template."""
+
+    # Mock the access_config to return a specific template
+    mock_access_config = mocker.patch("api.views.schemas.access_requests.get_access_config")
+    mock_config = mocker.MagicMock()
+    mock_config.reason_template = (
+        "Project: [Project Name]\nTicket: [Ticket ID]\nJustification: [Why is this access needed?]"
+    )
+    mock_config.reason_template_required = ["Project", "Ticket", "Justification"]
+    mock_access_config.return_value = mock_config
+
+    # Set up the group and user
+    db.session.add(okta_group)
+    db.session.add(user)
+    db.session.commit()
+
+    # Try creating an access request with the template as reason
+    template = "Project: [Project Name]\nTicket: [Ticket ID]"
+
+    data: dict[str, Any] = {
+        "group_id": okta_group.id,
+        "group_owner": False,
+        "reason": template,
+    }
+
+    # Create the access request
+    access_request_url = url_for("api-access-requests.access_requests")
+    rep = client.post(access_request_url, json=data)
+
+    # Should get rejected because the reason it is missing required information
+    assert rep.status_code == 400
+
+    # Try again with a filled template
+    filled_template = "Project: My Project\nTicket: TICKET-123\nJustification: I need access to deploy code"
+    data["reason"] = filled_template
+
+    rep = client.post(access_request_url, json=data)
+    # Should succeed with a properly filled template
+    assert rep.status_code == 201