Merge pull request #2701 from scott-ray-wilson/project-templates-feature

Feature: Project Templates

backend/src/ee/routes/v1/index.ts

@@ -1,3 +1,5 @@
+import { registerProjectTemplateRouter } from "@app/ee/routes/v1/project-template-router";
+
 import { registerAccessApprovalPolicyRouter } from "./access-approval-policy-router";
 import { registerAccessApprovalRequestRouter } from "./access-approval-request-router";
 import { registerAuditLogStreamRouter } from "./audit-log-stream-router";
@@ -92,4 +94,6 @@ export const registerV1EERoutes = async (server: FastifyZodProvider) => {
   await server.register(registerExternalKmsRouter, {
     prefix: "/external-kms"
   });
+
+  await server.register(registerProjectTemplateRouter, { prefix: "/project-templates" });
 };

backend/src/ee/routes/v1/project-role-router.ts

@@ -192,7 +192,7 @@ export const registerProjectRoleRouter = async (server: FastifyZodProvider) => {
       }),
       response: {
         200: z.object({
-          roles: ProjectRolesSchema.omit({ permissions: true }).array()
+          roles: ProjectRolesSchema.omit({ permissions: true, version: true }).array()
         })
       }
     },
@@ -225,7 +225,7 @@ export const registerProjectRoleRouter = async (server: FastifyZodProvider) => {
       }),
       response: {
         200: z.object({
-          role: SanitizedRoleSchemaV1
+          role: SanitizedRoleSchemaV1.omit({ version: true })
         })
       }
     },

backend/src/ee/routes/v1/project-template-router.ts

@@ -0,0 +1,309 @@
+import slugify from "@sindresorhus/slugify";
+import { z } from "zod";
+
+import { ProjectMembershipRole, ProjectTemplatesSchema } from "@app/db/schemas";
+import { EventType } from "@app/ee/services/audit-log/audit-log-types";
+import { ProjectPermissionV2Schema } from "@app/ee/services/permission/project-permission";
+import { ProjectTemplateDefaultEnvironments } from "@app/ee/services/project-template/project-template-constants";
+import { isInfisicalProjectTemplate } from "@app/ee/services/project-template/project-template-fns";
+import { ProjectTemplates } from "@app/lib/api-docs";
+import { readLimit, writeLimit } from "@app/server/config/rateLimiter";
+import { verifyAuth } from "@app/server/plugins/auth/verify-auth";
+import { UnpackedPermissionSchema } from "@app/server/routes/santizedSchemas/permission";
+import { AuthMode } from "@app/services/auth/auth-type";
+
+const MAX_JSON_SIZE_LIMIT_IN_BYTES = 32_768;
+
+const SlugSchema = z
+  .string()
+  .trim()
+  .min(1)
+  .max(32)
+  .refine((val) => val.toLowerCase() === val, "Must be lowercase")
+  .refine((v) => slugify(v) === v, {
+    message: "Must be valid slug format"
+  });
+
+const isReservedRoleSlug = (slug: string) =>
+  Object.values(ProjectMembershipRole).includes(slug as ProjectMembershipRole);
+
+const isReservedRoleName = (name: string) =>
+  ["custom", "admin", "viewer", "developer", "no access"].includes(name.toLowerCase());
+
+const SanitizedProjectTemplateSchema = ProjectTemplatesSchema.extend({
+  roles: z
+    .object({
+      name: z.string().trim().min(1),
+      slug: SlugSchema,
+      permissions: UnpackedPermissionSchema.array()
+    })
+    .array(),
+  environments: z
+    .object({
+      name: z.string().trim().min(1),
+      slug: SlugSchema,
+      position: z.number().min(1)
+    })
+    .array()
+});
+
+const ProjectTemplateRolesSchema = z
+  .object({
+    name: z.string().trim().min(1),
+    slug: SlugSchema,
+    permissions: ProjectPermissionV2Schema.array()
+  })
+  .array()
+  .superRefine((roles, ctx) => {
+    if (!roles.length) return;
+
+    if (Buffer.byteLength(JSON.stringify(roles)) > MAX_JSON_SIZE_LIMIT_IN_BYTES)
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Size limit exceeded" });
+
+    if (new Set(roles.map((v) => v.slug)).size !== roles.length)
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Role slugs must be unique" });
+
+    if (new Set(roles.map((v) => v.name)).size !== roles.length)
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Role names must be unique" });
+
+    roles.forEach((role) => {
+      if (isReservedRoleSlug(role.slug))
+        ctx.addIssue({ code: z.ZodIssueCode.custom, message: `Role slug "${role.slug}" is reserved` });
+
+      if (isReservedRoleName(role.name))
+        ctx.addIssue({ code: z.ZodIssueCode.custom, message: `Role name "${role.name}" is reserved` });
+    });
+  });
+
+const ProjectTemplateEnvironmentsSchema = z
+  .object({
+    name: z.string().trim().min(1),
+    slug: SlugSchema,
+    position: z.number().min(1)
+  })
+  .array()
+  .min(1)
+  .superRefine((environments, ctx) => {
+    if (Buffer.byteLength(JSON.stringify(environments)) > MAX_JSON_SIZE_LIMIT_IN_BYTES)
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Size limit exceeded" });
+
+    if (new Set(environments.map((v) => v.name)).size !== environments.length)
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Environment names must be unique" });
+
+    if (new Set(environments.map((v) => v.slug)).size !== environments.length)
+      ctx.addIssue({ code: z.ZodIssueCode.custom, message: "Environment slugs must be unique" });
+
+    if (
+      environments.some((env) => env.position < 1 || env.position > environments.length) ||
+      new Set(environments.map((env) => env.position)).size !== environments.length
+    )
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: "One or more of the positions specified is invalid. Positions must be sequential starting from 1."
+      });
+  });
+
+export const registerProjectTemplateRouter = async (server: FastifyZodProvider) => {
+  server.route({
+    method: "GET",
+    url: "/",
+    config: {
+      rateLimit: readLimit
+    },
+    schema: {
+      description: "List project templates for the current organization.",
+      response: {
+        200: z.object({
+          projectTemplates: SanitizedProjectTemplateSchema.array()
+        })
+      }
+    },
+    onRequest: verifyAuth([AuthMode.JWT, AuthMode.IDENTITY_ACCESS_TOKEN]),
+    handler: async (req) => {
+      const projectTemplates = await server.services.projectTemplate.listProjectTemplatesByOrg(req.permission);
+
+      const auditTemplates = projectTemplates.filter((template) => !isInfisicalProjectTemplate(template.name));
+
+      await server.services.auditLog.createAuditLog({
+        ...req.auditLogInfo,
+        orgId: req.permission.orgId,
+        event: {
+          type: EventType.GET_PROJECT_TEMPLATES,
+          metadata: {
+            count: auditTemplates.length,
+            templateIds: auditTemplates.map((template) => template.id)
+          }
+        }
+      });
+
+      return { projectTemplates };
+    }
+  });
+
+  server.route({
+    method: "GET",
+    url: "/:templateId",
+    config: {
+      rateLimit: readLimit
+    },
+    schema: {
+      description: "Get a project template by ID.",
+      params: z.object({
+        templateId: z.string().uuid()
+      }),
+      response: {
+        200: z.object({
+          projectTemplate: SanitizedProjectTemplateSchema
+        })
+      }
+    },
+    onRequest: verifyAuth([AuthMode.JWT, AuthMode.IDENTITY_ACCESS_TOKEN]),
+    handler: async (req) => {
+      const projectTemplate = await server.services.projectTemplate.findProjectTemplateById(
+        req.params.templateId,
+        req.permission
+      );
+
+      await server.services.auditLog.createAuditLog({
+        ...req.auditLogInfo,
+        orgId: req.permission.orgId,
+        event: {
+          type: EventType.GET_PROJECT_TEMPLATE,
+          metadata: {
+            templateId: req.params.templateId
+          }
+        }
+      });
+
+      return { projectTemplate };
+    }
+  });
+
+  server.route({
+    method: "POST",
+    url: "/",
+    config: {
+      rateLimit: writeLimit
+    },
+    schema: {
+      description: "Create a project template.",
+      body: z.object({
+        name: SlugSchema.refine((val) => !isInfisicalProjectTemplate(val), {
+          message: `The requested project template name is reserved.`
+        }).describe(ProjectTemplates.CREATE.name),
+        description: z.string().max(256).trim().optional().describe(ProjectTemplates.CREATE.description),
+        roles: ProjectTemplateRolesSchema.default([]).describe(ProjectTemplates.CREATE.roles),
+        environments: ProjectTemplateEnvironmentsSchema.default(ProjectTemplateDefaultEnvironments).describe(
+          ProjectTemplates.CREATE.environments
+        )
+      }),
+      response: {
+        200: z.object({
+          projectTemplate: SanitizedProjectTemplateSchema
+        })
+      }
+    },
+    onRequest: verifyAuth([AuthMode.JWT, AuthMode.IDENTITY_ACCESS_TOKEN]),
+    handler: async (req) => {
+      const projectTemplate = await server.services.projectTemplate.createProjectTemplate(req.body, req.permission);
+
+      await server.services.auditLog.createAuditLog({
+        ...req.auditLogInfo,
+        orgId: req.permission.orgId,
+        event: {
+          type: EventType.CREATE_PROJECT_TEMPLATE,
+          metadata: req.body
+        }
+      });
+
+      return { projectTemplate };
+    }
+  });
+
+  server.route({
+    method: "PATCH",
+    url: "/:templateId",
+    config: {
+      rateLimit: writeLimit
+    },
+    schema: {
+      description: "Update a project template.",
+      params: z.object({ templateId: z.string().uuid().describe(ProjectTemplates.UPDATE.templateId) }),
+      body: z.object({
+        name: SlugSchema.refine((val) => !isInfisicalProjectTemplate(val), {
+          message: `The requested project template name is reserved.`
+        })
+          .optional()
+          .describe(ProjectTemplates.UPDATE.name),
+        description: z.string().max(256).trim().optional().describe(ProjectTemplates.UPDATE.description),
+        roles: ProjectTemplateRolesSchema.optional().describe(ProjectTemplates.UPDATE.roles),
+        environments: ProjectTemplateEnvironmentsSchema.optional().describe(ProjectTemplates.UPDATE.environments)
+      }),
+      response: {
+        200: z.object({
+          projectTemplate: SanitizedProjectTemplateSchema
+        })
+      }
+    },
+    onRequest: verifyAuth([AuthMode.JWT, AuthMode.IDENTITY_ACCESS_TOKEN]),
+    handler: async (req) => {
+      const projectTemplate = await server.services.projectTemplate.updateProjectTemplateById(
+        req.params.templateId,
+        req.body,
+        req.permission
+      );
+
+      await server.services.auditLog.createAuditLog({
+        ...req.auditLogInfo,
+        orgId: req.permission.orgId,
+        event: {
+          type: EventType.UPDATE_PROJECT_TEMPLATE,
+          metadata: {
+            templateId: req.params.templateId,
+            ...req.body
+          }
+        }
+      });
+
+      return { projectTemplate };
+    }
+  });
+
+  server.route({
+    method: "DELETE",
+    url: "/:templateId",
+    config: {
+      rateLimit: writeLimit
+    },
+    schema: {
+      description: "Delete a project template.",
+      params: z.object({ templateId: z.string().uuid().describe(ProjectTemplates.DELETE.templateId) }),
+
+      response: {
+        200: z.object({
+          projectTemplate: SanitizedProjectTemplateSchema
+        })
+      }
+    },
+    onRequest: verifyAuth([AuthMode.JWT, AuthMode.IDENTITY_ACCESS_TOKEN]),
+    handler: async (req) => {
+      const projectTemplate = await server.services.projectTemplate.deleteProjectTemplateById(
+        req.params.templateId,
+        req.permission
+      );
+
+      await server.services.auditLog.createAuditLog({
+        ...req.auditLogInfo,
+        orgId: req.permission.orgId,
+        event: {
+          type: EventType.DELETE_PROJECT_TEMPLATE,
+          metadata: {
+            templateId: req.params.templateId
+          }
+        }
+      });
+
+      return { projectTemplate };
+    }
+  });
+};

backend/src/ee/routes/v2/project-role-router.ts

@@ -186,7 +186,7 @@ export const registerProjectRoleRouter = async (server: FastifyZodProvider) => {
       }),
       response: {
         200: z.object({
-          roles: ProjectRolesSchema.omit({ permissions: true }).array()
+          roles: ProjectRolesSchema.omit({ permissions: true, version: true }).array()
         })
       }
     },
@@ -219,7 +219,7 @@ export const registerProjectRoleRouter = async (server: FastifyZodProvider) => {
       }),
       response: {
         200: z.object({
-          role: SanitizedRoleSchema
+          role: SanitizedRoleSchema.omit({ version: true })
         })
       }
     },

backend/src/ee/services/audit-log/audit-log-types.ts

@@ -1,3 +1,7 @@
+import {
+  TCreateProjectTemplateDTO,
+  TUpdateProjectTemplateDTO
+} from "@app/ee/services/project-template/project-template-types";
 import { SymmetricEncryption } from "@app/lib/crypto/cipher";
 import { TProjectPermission } from "@app/lib/types";
 import { ActorType } from "@app/services/auth/auth-type";
@@ -192,7 +196,13 @@ export enum EventType {
   CMEK_ENCRYPT = "cmek-encrypt",
   CMEK_DECRYPT = "cmek-decrypt",
   UPDATE_EXTERNAL_GROUP_ORG_ROLE_MAPPINGS = "update-external-group-org-role-mapping",
-  GET_EXTERNAL_GROUP_ORG_ROLE_MAPPINGS = "get-external-group-org-role-mapping"
+  GET_EXTERNAL_GROUP_ORG_ROLE_MAPPINGS = "get-external-group-org-role-mapping",
+  GET_PROJECT_TEMPLATES = "get-project-templates",
+  GET_PROJECT_TEMPLATE = "get-project-template",
+  CREATE_PROJECT_TEMPLATE = "create-project-template",
+  UPDATE_PROJECT_TEMPLATE = "update-project-template",
+  DELETE_PROJECT_TEMPLATE = "delete-project-template",
+  APPLY_PROJECT_TEMPLATE = "apply-project-template"
 }
 
 interface UserActorMetadata {
@@ -1618,6 +1628,46 @@ interface UpdateExternalGroupOrgRoleMappingsEvent {
   };
 }
 
+interface GetProjectTemplatesEvent {
+  type: EventType.GET_PROJECT_TEMPLATES;
+  metadata: {
+    count: number;
+    templateIds: string[];
+  };
+}
+
+interface GetProjectTemplateEvent {
+  type: EventType.GET_PROJECT_TEMPLATE;
+  metadata: {
+    templateId: string;
+  };
+}
+
+interface CreateProjectTemplateEvent {
+  type: EventType.CREATE_PROJECT_TEMPLATE;
+  metadata: TCreateProjectTemplateDTO;
+}
+
+interface UpdateProjectTemplateEvent {
+  type: EventType.UPDATE_PROJECT_TEMPLATE;
+  metadata: TUpdateProjectTemplateDTO & { templateId: string };
+}
+
+interface DeleteProjectTemplateEvent {
+  type: EventType.DELETE_PROJECT_TEMPLATE;
+  metadata: {
+    templateId: string;
+  };
+}
+
+interface ApplyProjectTemplateEvent {
+  type: EventType.APPLY_PROJECT_TEMPLATE;
+  metadata: {
+    template: string;
+    projectId: string;
+  };
+}
+
 export type Event =
   | GetSecretsEvent
   | GetSecretEvent
@@ -1766,4 +1816,10 @@ export type Event =
   | CmekEncryptEvent
   | CmekDecryptEvent
   | GetExternalGroupOrgRoleMappingsEvent
-  | UpdateExternalGroupOrgRoleMappingsEvent;
+  | UpdateExternalGroupOrgRoleMappingsEvent
+  | GetProjectTemplatesEvent
+  | GetProjectTemplateEvent
+  | CreateProjectTemplateEvent
+  | UpdateProjectTemplateEvent
+  | DeleteProjectTemplateEvent
+  | ApplyProjectTemplateEvent;

backend/src/ee/services/dynamic-secret/dynamic-secret-service.ts

@@ -9,7 +9,7 @@ import {
 } from "@app/ee/services/permission/project-permission";
 import { infisicalSymmetricDecrypt, infisicalSymmetricEncypt } from "@app/lib/crypto/encryption";
 import { BadRequestError, NotFoundError } from "@app/lib/errors";
-import { OrderByDirection, ProjectServiceActor } from "@app/lib/types";
+import { OrderByDirection, OrgServiceActor } from "@app/lib/types";
 import { TProjectDALFactory } from "@app/services/project/project-dal";
 import { TSecretFolderDALFactory } from "@app/services/secret-folder/secret-folder-dal";
 
@@ -457,7 +457,7 @@ export const dynamicSecretServiceFactory = ({
 
   const listDynamicSecretsByFolderIds = async (
     { folderMappings, filters, projectId }: TListDynamicSecretsByFolderMappingsDTO,
-    actor: ProjectServiceActor
+    actor: OrgServiceActor
   ) => {
     const { permission } = await permissionService.getProjectPermission(
       actor.type,

backend/src/ee/services/group/group-service.ts

@@ -123,7 +123,7 @@ export const groupServiceFactory = ({
     const plan = await licenseService.getPlan(actorOrgId);
     if (!plan.groups)
       throw new BadRequestError({
-        message: "Failed to update group due to plan restrictio Upgrade plan to update group."
+        message: "Failed to update group due to plan restriction Upgrade plan to update group."
       });
 
     const group = await groupDAL.findOne({ orgId: actorOrgId, id });

backend/src/ee/services/license/license-fns.ts

@@ -47,7 +47,8 @@ export const getDefaultOnPremFeatures = (): TFeatureSet => ({
     secretsLimit: 40
   },
   pkiEst: false,
-  enforceMfa: false
+  enforceMfa: false,
+  projectTemplates: false
 });
 
 export const setupLicenseRequestWithStore = (baseURL: string, refreshUrl: string, licenseKey: string) => {

backend/src/ee/services/license/license-types.ts

@@ -65,6 +65,7 @@ export type TFeatureSet = {
   };
   pkiEst: boolean;
   enforceMfa: boolean;
+  projectTemplates: false;
 };
 
 export type TOrgPlansTableDTO = {

backend/src/ee/services/permission/org-permission.ts

@@ -26,7 +26,8 @@ export enum OrgPermissionSubjects {
   Identity = "identity",
   Kms = "kms",
   AdminConsole = "organization-admin-console",
-  AuditLogs = "audit-logs"
+  AuditLogs = "audit-logs",
+  ProjectTemplates = "project-templates"
 }
 
 export type OrgPermissionSet =
@@ -45,6 +46,7 @@ export type OrgPermissionSet =
   | [OrgPermissionActions, OrgPermissionSubjects.Identity]
   | [OrgPermissionActions, OrgPermissionSubjects.Kms]
   | [OrgPermissionActions, OrgPermissionSubjects.AuditLogs]
+  | [OrgPermissionActions, OrgPermissionSubjects.ProjectTemplates]
   | [OrgPermissionAdminConsoleAction, OrgPermissionSubjects.AdminConsole];
 
 const buildAdminPermission = () => {
@@ -118,6 +120,11 @@ const buildAdminPermission = () => {
   can(OrgPermissionActions.Edit, OrgPermissionSubjects.AuditLogs);
   can(OrgPermissionActions.Delete, OrgPermissionSubjects.AuditLogs);
 
+  can(OrgPermissionActions.Read, OrgPermissionSubjects.ProjectTemplates);
+  can(OrgPermissionActions.Create, OrgPermissionSubjects.ProjectTemplates);
+  can(OrgPermissionActions.Edit, OrgPermissionSubjects.ProjectTemplates);
+  can(OrgPermissionActions.Delete, OrgPermissionSubjects.ProjectTemplates);
+
   can(OrgPermissionAdminConsoleAction.AccessAllProjects, OrgPermissionSubjects.AdminConsole);
 
   return rules;

backend/src/ee/services/project-template/project-template-constants.ts

@@ -0,0 +1,5 @@
+export const ProjectTemplateDefaultEnvironments = [
+  { name: "Development", slug: "dev", position: 1 },
+  { name: "Staging", slug: "staging", position: 2 },
+  { name: "Production", slug: "prod", position: 3 }
+];

backend/src/ee/services/project-template/project-template-dal.ts

@@ -0,0 +1,7 @@
+import { TDbClient } from "@app/db";
+import { TableName } from "@app/db/schemas";
+import { ormify } from "@app/lib/knex";
+
+export type TProjectTemplateDALFactory = ReturnType<typeof projectTemplateDALFactory>;
+
+export const projectTemplateDALFactory = (db: TDbClient) => ormify(db, TableName.ProjectTemplates);

backend/src/ee/services/project-template/project-template-fns.ts

@@ -0,0 +1,24 @@
+import { ProjectTemplateDefaultEnvironments } from "@app/ee/services/project-template/project-template-constants";
+import {
+  InfisicalProjectTemplate,
+  TUnpackedPermission
+} from "@app/ee/services/project-template/project-template-types";
+import { getPredefinedRoles } from "@app/services/project-role/project-role-fns";
+
+export const getDefaultProjectTemplate = (orgId: string) => ({
+  id: "b11b49a9-09a9-4443-916a-4246f9ff2c69", // random ID to appease zod
+  name: InfisicalProjectTemplate.Default,
+  createdAt: new Date(),
+  updatedAt: new Date(),
+  description: "Infisical's default project template",
+  environments: ProjectTemplateDefaultEnvironments,
+  roles: [...getPredefinedRoles("project-template")].map(({ name, slug, permissions }) => ({
+    name,
+    slug,
+    permissions: permissions as TUnpackedPermission[]
+  })),
+  orgId
+});
+
+export const isInfisicalProjectTemplate = (template: string) =>
+  Object.values(InfisicalProjectTemplate).includes(template as InfisicalProjectTemplate);

backend/src/ee/services/project-template/project-template-service.ts

@@ -0,0 +1,265 @@
+import { ForbiddenError } from "@casl/ability";
+import { packRules } from "@casl/ability/extra";
+
+import { TProjectTemplates } from "@app/db/schemas";
+import { TLicenseServiceFactory } from "@app/ee/services/license/license-service";
+import { OrgPermissionActions, OrgPermissionSubjects } from "@app/ee/services/permission/org-permission";
+import { TPermissionServiceFactory } from "@app/ee/services/permission/permission-service";
+import { getDefaultProjectTemplate } from "@app/ee/services/project-template/project-template-fns";
+import {
+  TCreateProjectTemplateDTO,
+  TProjectTemplateEnvironment,
+  TProjectTemplateRole,
+  TUnpackedPermission,
+  TUpdateProjectTemplateDTO
+} from "@app/ee/services/project-template/project-template-types";
+import { BadRequestError, NotFoundError } from "@app/lib/errors";
+import { OrgServiceActor } from "@app/lib/types";
+import { unpackPermissions } from "@app/server/routes/santizedSchemas/permission";
+import { getPredefinedRoles } from "@app/services/project-role/project-role-fns";
+
+import { TProjectTemplateDALFactory } from "./project-template-dal";
+
+type TProjectTemplatesServiceFactoryDep = {
+  licenseService: TLicenseServiceFactory;
+  permissionService: TPermissionServiceFactory;
+  projectTemplateDAL: TProjectTemplateDALFactory;
+};
+
+export type TProjectTemplateServiceFactory = ReturnType<typeof projectTemplateServiceFactory>;
+
+const $unpackProjectTemplate = ({ roles, environments, ...rest }: TProjectTemplates) => ({
+  ...rest,
+  environments: environments as TProjectTemplateEnvironment[],
+  roles: [
+    ...getPredefinedRoles("project-template").map(({ name, slug, permissions }) => ({
+      name,
+      slug,
+      permissions: permissions as TUnpackedPermission[]
+    })),
+    ...(roles as TProjectTemplateRole[]).map((role) => ({
+      ...role,
+      permissions: unpackPermissions(role.permissions)
+    }))
+  ]
+});
+
+export const projectTemplateServiceFactory = ({
+  licenseService,
+  permissionService,
+  projectTemplateDAL
+}: TProjectTemplatesServiceFactoryDep) => {
+  const listProjectTemplatesByOrg = async (actor: OrgServiceActor) => {
+    const plan = await licenseService.getPlan(actor.orgId);
+
+    if (!plan.projectTemplates)
+      throw new BadRequestError({
+        message: "Failed to access project templates due to plan restriction. Upgrade plan to access project templates."
+      });
+
+    const { permission } = await permissionService.getOrgPermission(
+      actor.type,
+      actor.id,
+      actor.orgId,
+      actor.authMethod,
+      actor.orgId
+    );
+
+    ForbiddenError.from(permission).throwUnlessCan(OrgPermissionActions.Read, OrgPermissionSubjects.ProjectTemplates);
+
+    const projectTemplates = await projectTemplateDAL.find({
+      orgId: actor.orgId
+    });
+
+    return [
+      getDefaultProjectTemplate(actor.orgId),
+      ...projectTemplates.map((template) => $unpackProjectTemplate(template))
+    ];
+  };
+
+  const findProjectTemplateByName = async (name: string, actor: OrgServiceActor) => {
+    const plan = await licenseService.getPlan(actor.orgId);
+
+    if (!plan.projectTemplates)
+      throw new BadRequestError({
+        message: "Failed to access project template due to plan restriction. Upgrade plan to access project templates."
+      });
+
+    const projectTemplate = await projectTemplateDAL.findOne({ name, orgId: actor.orgId });
+
+    if (!projectTemplate) throw new NotFoundError({ message: `Could not find project template with Name "${name}"` });
+
+    const { permission } = await permissionService.getOrgPermission(
+      actor.type,
+      actor.id,
+      projectTemplate.orgId,
+      actor.authMethod,
+      actor.orgId
+    );
+
+    ForbiddenError.from(permission).throwUnlessCan(OrgPermissionActions.Read, OrgPermissionSubjects.ProjectTemplates);
+
+    return {
+      ...$unpackProjectTemplate(projectTemplate),
+      packedRoles: projectTemplate.roles as TProjectTemplateRole[] // preserve packed for when applying template
+    };
+  };
+
+  const findProjectTemplateById = async (id: string, actor: OrgServiceActor) => {
+    const plan = await licenseService.getPlan(actor.orgId);
+
+    if (!plan.projectTemplates)
+      throw new BadRequestError({
+        message: "Failed to access project template due to plan restriction. Upgrade plan to access project templates."
+      });
+
+    const projectTemplate = await projectTemplateDAL.findById(id);
+
+    if (!projectTemplate) throw new NotFoundError({ message: `Could not find project template with ID ${id}` });
+
+    const { permission } = await permissionService.getOrgPermission(
+      actor.type,
+      actor.id,
+      projectTemplate.orgId,
+      actor.authMethod,
+      actor.orgId
+    );
+
+    ForbiddenError.from(permission).throwUnlessCan(OrgPermissionActions.Read, OrgPermissionSubjects.ProjectTemplates);
+
+    return {
+      ...$unpackProjectTemplate(projectTemplate),
+      packedRoles: projectTemplate.roles as TProjectTemplateRole[] // preserve packed for when applying template
+    };
+  };
+
+  const createProjectTemplate = async (
+    { roles, environments, ...params }: TCreateProjectTemplateDTO,
+    actor: OrgServiceActor
+  ) => {
+    const plan = await licenseService.getPlan(actor.orgId);
+
+    if (!plan.projectTemplates)
+      throw new BadRequestError({
+        message: "Failed to create project template due to plan restriction. Upgrade plan to access project templates."
+      });
+
+    const { permission } = await permissionService.getOrgPermission(
+      actor.type,
+      actor.id,
+      actor.orgId,
+      actor.authMethod,
+      actor.orgId
+    );
+
+    ForbiddenError.from(permission).throwUnlessCan(OrgPermissionActions.Create, OrgPermissionSubjects.ProjectTemplates);
+
+    const isConflictingName = Boolean(
+      await projectTemplateDAL.findOne({
+        name: params.name,
+        orgId: actor.orgId
+      })
+    );
+
+    if (isConflictingName)
+      throw new BadRequestError({
+        message: `A project template with the name "${params.name}" already exists.`
+      });
+
+    const projectTemplate = await projectTemplateDAL.create({
+      ...params,
+      roles: JSON.stringify(roles.map((role) => ({ ...role, permissions: packRules(role.permissions) }))),
+      environments: JSON.stringify(environments),
+      orgId: actor.orgId
+    });
+
+    return $unpackProjectTemplate(projectTemplate);
+  };
+
+  const updateProjectTemplateById = async (
+    id: string,
+    { roles, environments, ...params }: TUpdateProjectTemplateDTO,
+    actor: OrgServiceActor
+  ) => {
+    const plan = await licenseService.getPlan(actor.orgId);
+
+    if (!plan.projectTemplates)
+      throw new BadRequestError({
+        message: "Failed to update project template due to plan restriction. Upgrade plan to access project templates."
+      });
+
+    const projectTemplate = await projectTemplateDAL.findById(id);
+
+    if (!projectTemplate) throw new NotFoundError({ message: `Could not find project template with ID ${id}` });
+
+    const { permission } = await permissionService.getOrgPermission(
+      actor.type,
+      actor.id,
+      projectTemplate.orgId,
+      actor.authMethod,
+      actor.orgId
+    );
+
+    ForbiddenError.from(permission).throwUnlessCan(OrgPermissionActions.Edit, OrgPermissionSubjects.ProjectTemplates);
+
+    if (params.name && projectTemplate.name !== params.name) {
+      const isConflictingName = Boolean(
+        await projectTemplateDAL.findOne({
+          name: params.name,
+          orgId: projectTemplate.orgId
+        })
+      );
+
+      if (isConflictingName)
+        throw new BadRequestError({
+          message: `A project template with the name "${params.name}" already exists.`
+        });
+    }
+
+    const updatedProjectTemplate = await projectTemplateDAL.updateById(id, {
+      ...params,
+      roles: roles
+        ? JSON.stringify(roles.map((role) => ({ ...role, permissions: packRules(role.permissions) })))
+        : undefined,
+      environments: environments ? JSON.stringify(environments) : undefined
+    });
+
+    return $unpackProjectTemplate(updatedProjectTemplate);
+  };
+
+  const deleteProjectTemplateById = async (id: string, actor: OrgServiceActor) => {
+    const plan = await licenseService.getPlan(actor.orgId);
+
+    if (!plan.projectTemplates)
+      throw new BadRequestError({
+        message: "Failed to delete project template due to plan restriction. Upgrade plan to access project templates."
+      });
+
+    const projectTemplate = await projectTemplateDAL.findById(id);
+
+    if (!projectTemplate) throw new NotFoundError({ message: `Could not find project template with ID ${id}` });
+
+    const { permission } = await permissionService.getOrgPermission(
+      actor.type,
+      actor.id,
+      projectTemplate.orgId,
+      actor.authMethod,
+      actor.orgId
+    );
+
+    ForbiddenError.from(permission).throwUnlessCan(OrgPermissionActions.Delete, OrgPermissionSubjects.ProjectTemplates);
+
+    const deletedProjectTemplate = await projectTemplateDAL.deleteById(id);
+
+    return $unpackProjectTemplate(deletedProjectTemplate);
+  };
+
+  return {
+    listProjectTemplatesByOrg,
+    createProjectTemplate,
+    updateProjectTemplateById,
+    deleteProjectTemplateById,
+    findProjectTemplateById,
+    findProjectTemplateByName
+  };
+};

backend/src/ee/services/project-template/project-template-types.ts

@@ -0,0 +1,28 @@
+import { z } from "zod";
+
+import { TProjectEnvironments } from "@app/db/schemas";
+import { TProjectPermissionV2Schema } from "@app/ee/services/permission/project-permission";
+import { UnpackedPermissionSchema } from "@app/server/routes/santizedSchemas/permission";
+
+export type TProjectTemplateEnvironment = Pick<TProjectEnvironments, "name" | "slug" | "position">;
+
+export type TProjectTemplateRole = {
+  slug: string;
+  name: string;
+  permissions: TProjectPermissionV2Schema[];
+};
+
+export type TCreateProjectTemplateDTO = {
+  name: string;
+  description?: string;
+  roles: TProjectTemplateRole[];
+  environments: TProjectTemplateEnvironment[];
+};
+
+export type TUpdateProjectTemplateDTO = Partial<TCreateProjectTemplateDTO>;
+
+export type TUnpackedPermission = z.infer<typeof UnpackedPermissionSchema>;
+
+export enum InfisicalProjectTemplate {
+  Default = "default"
+}