# Policies — one declaration, three enforced layers
Caravela's `policy` block is the framework's core authorization
primitive. A single declaration compiles into **three simultaneous
enforcement targets**:
1. **Ecto WHERE clauses** — row-level scope on every read.
2. **Field projection** — invisible fields are redacted from every
record before it leaves the context (JSON + GraphQL ride on this
automatically).
3. **Typed Svelte `field_access` prop** — the generated Svelte
components gate columns/fields/inputs with `{#if field_access.x}`
so the UI never renders controls the actor shouldn't see.
No three-way sync. No drift. The client could ignore the prop and the
data still wouldn't be there — the server already stripped it.
## DSL
```elixir
defmodule MyApp.Domains.Library do
use Caravela.Domain, multi_tenant: true
version "v1"
import Ecto.Query, only: [where: 3]
entity :books do
field :title, :string, required: true
field :isbn, :string
field :published, :boolean, default: false
field :price, :decimal, precision: 10, scale: 2
field :internal_notes, :text
field :cost_basis, :decimal
field :author_email, :string
end
policy :books do
# Row-level: which records can this actor see?
scope fn query, actor ->
case actor.role do
:admin -> query
_ -> where(query, [b], b.published == true)
end
end
# Field-level: which fields can this actor see on accessible records?
field :price, visible: fn actor -> actor.role in [:admin, :editor] end
field :internal_notes, visible: fn actor -> actor.role == :admin end
field :cost_basis, visible: fn actor -> actor.role == :admin end
# Record-dependent rules — the field drops per row.
field :author_email, visible: fn actor, record ->
actor.role == :admin or actor.id == record.author_id
end
# Action-level: who can create/update/delete?
allow :create, fn actor -> actor.role in [:admin, :editor] end
allow :update, fn actor, record ->
actor.role == :admin or actor.id == record.author_id
end
allow :delete, fn actor -> actor.role == :admin end
end
end
```
### Rules
- `scope fn query, actor -> query end` — exactly one per entity.
Applied to every read in the generated context.
- `field :name, visible: fn actor -> bool end` — arity 1. Constant
per request. The Svelte `field_access` prop carries the resolved
boolean.
- `field :name, visible: fn actor, record -> bool end` — arity 2.
Record-dependent. The prop resolves to the sentinel `'per_record'`
and each row is evaluated server-side; denied rows simply have the
field set to `null`.
- `allow :create | :update | :delete, fn actor[, record] -> bool end`
— gates the context's `create_*` / `update_*` / `delete_*` functions.
### The block is plain Elixir
The body of `policy :entity do … end` is a normal Elixir block, so
`for`, `if`, helper function calls, and module-attribute splicing all
work — the compiler expands them before our macros run:
```elixir
@admin_fields [:price, :cost_basis, :internal_notes]
policy :books do
scope fn q, actor ->
if actor.role == :admin, do: q, else: where(q, [b], b.published)
end
for f <- @admin_fields do
field f, visible: fn actor -> actor.role == :admin end
end
if Mix.env() == :dev do
allow :delete, fn _ -> true end
end
end
```
Multiple `policy :entity` blocks are additive — useful for splitting
rules across files or wrapping one in an environment guard. Duplicate
rules *within* the same entity (two `scope`s, two `field :x`s, two
`allow :create`s) still raise at compile time, because silent
clause-ordering resolution is bewildering.
One limitation: `field :x, @some_opts` where `@some_opts` is a module
attribute reference raises a pointed error. The macro dispatches on
AST shape at compile time and can't see through the attribute. Either
inline the kw list or iterate with `for` over field names.
### Actor lookup
The actor is `context.current_user` (or the string key
`"current_user"`). The authenticatable trait from
[docs/auth.md](auth.md) sets it for you via `on_mount` hooks and the
`fetch_current_user` plug.
## What the compiler generates
For each `policy :entity` block, the compiler emits three dispatch
functions on the domain module:
- `__caravela_policy_scope__/3` — `(entity, query, actor)`
- `__caravela_policy_field_visible__/3` — `(entity, field, actor)`
- `__caravela_policy_field_visible__/4` — `(entity, field, actor, record)`
- `__caravela_policy_allow__/3` — `(entity, action, actor)`
- `__caravela_policy_allow__/4` — `(entity, action, actor, record)`
Each unpolicied entity falls through to a no-op default (`query`
unchanged, visibility `true`, allow `true`). Adding or removing a
policy never breaks existing call sites.
The generated context then exposes:
- `field_access(entity, context)` — the typed map passed to Svelte
via LiveSvelte.
- `list_*` / `get_*` — read paths apply the scope *and* the field
projection before returning.
- `create_*` / `update_*` / `delete_*` — write paths hit both the
existing `can_*` check AND the new `allow` gate.
## TypeScript + Svelte shape
Generated `assets/svelte/[v<N>/]types/<context>.ts`:
```ts
export interface BookFieldAccess {
title: true; // no rule → constant true
price: boolean; // arity-1 → boolean
internal_notes: boolean;
cost_basis: boolean;
author_email: 'per_record'; // arity-2 → per-row, field may be null
}
```
Generated Svelte components accept it as a typed prop:
```svelte
<script lang="ts">
import type { Book, BookFieldAccess, LiveHandle } from '../types/library';
let {
books = [],
field_access = { title: true, isbn: true, published: true, price: true, ... },
live
}: {
books?: Book[];
field_access?: BookFieldAccess;
live: LiveHandle;
} = $props();
</script>
<table>
<thead>
<tr>
<th>Title</th>
{#if field_access.price}<th>Price</th>{/if}
{#if field_access.internal_notes}<th>Notes</th>{/if}
</tr>
</thead>
<!-- ... -->
</table>
```
Fields without a rule are rendered unconditionally; fields with a rule
are wrapped in `{#if field_access.<name>}`.
## Security model
- **The server is the authority.** Field projection strips data
*before* it hits the wire. Row scoping limits what the DB ever
returns. A malicious client ignoring `field_access` still cannot see
redacted fields — the bytes were never sent.
- **Per-record rules evaluate per row.** The TypeScript prop says
`'per_record'` so the client knows the field is *sometimes* present,
*sometimes* null. Your Svelte code typically renders it with a
fallback (`{book.author_email ?? '—'}`).
- **Deny-by-default.** Domains default to `default_policy: :deny`: any
entity without a declared `policy` block has its scope filtered to
zero rows, every field marked invisible, and every write denied.
Forgetting to add a policy on a new entity can never silently leak
data.
## `default_policy: :deny | :allow`
```elixir
# strict (default): entities without a policy block are fully denied
use Caravela.Domain
# explicit strict
use Caravela.Domain, default_policy: :deny
# opt out to permissive — entities without a policy block behave as
# if every field were visible and every action allowed
use Caravela.Domain, default_policy: :allow
```
Regardless of the domain default, **any entity that declares a policy
block is implicitly permissive for rule types it didn't declare**.
Writing `policy :books do field :price, visible: … end` grants full
scope + allow access for `:books` — only `:price` is gated. This keeps
policy blocks additive: you can start with a single field rule and
grow into scope/allow over time without accidentally locking the
entity out.
The decision tree for any (entity, rule) pair:
```
┌─ entity has a declared rule for this exact (action|field)? ──┐
│ ├── yes → use the declared rule │
│ └── no → entity has any `policy` block? │
│ ├── yes → permissive (true / pass-through)│
│ └── no → domain-level `default_policy` │
└──────────────────────────────────────────────────────────────┘
```
## Authorization model
`policy` is the **only** authorization primitive. Earlier versions
shipped a separate `can_read` / `can_create` / `can_update` /
`can_delete` set of hooks — those were removed in 0.7.0 because they
ran alongside `policy` with no coordination (see the 0.7.0 changelog
entry). If you're migrating from an earlier release, move every
`can_*` rule into a `policy :entity do … end` block:
| Old | New |
|-------------------------------------|---------------------------------------------|
| `can_read :books, fn q, ctx -> … end` | `policy :books do scope fn q, actor -> … end end` |
| `can_create :books, fn ctx -> … end` | `allow :create, fn actor -> … end` |
| `can_update :books, fn b, ctx -> … end` | `allow :update, fn actor, record -> … end` |
| `can_delete :books, fn b, ctx -> … end` | `allow :delete, fn actor, record -> … end` |
The rule function now receives the **actor** (`context.current_user`)
directly instead of the raw context map, so references to
`context.current_user.role` become just `actor.role`.