[codex] Add routine env secrets support (#6212)

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Scheduled routines are the control-plane path for recurring agent
work.
> - Routines already had dispatch/history, but their runtime environment
did not carry routine-owned secret bindings through execution.
> - Operators need routine-specific secrets that can override
project/agent env without exposing secret values in history, logs, or
access events.
> - This pull request adds the routine env runtime contract, wires it
into execution, and makes the routine UI/history surfaces show safe
secret metadata.
> - The benefit is that routine executions can use scoped secret refs
predictably while preserving company boundaries and auditability.

## What Changed

- Added routine env persistence/runtime support, including
`routines.env`, `routine_runs.routine_revision_id`, revision snapshots,
and idempotent migration `0086_routine_env_runtime_contract`.
- Resolved routine env during heartbeat adapter config assembly with
precedence `agent < project < routine` and secret access events recorded
against the routine consumer.
- Added secret binding synchronization for routine create/update/restore
flows and guarded cross-company, missing, disabled, and deleted secret
cases.
- Added a Secrets tab to routine detail, env/secret history diff
rendering, and Storybook coverage for the new UI states.
- Added server/UI regression tests, including an embedded-Postgres QA
path for routine secret execution and restore behavior.
- Updated implementation/database docs for routine env and
secret-binding behavior.

## Verification

- `pnpm install --frozen-lockfile` after rebasing onto
`public-gh/master` to refresh workspace links for the newly-added
upstream Grok adapter package.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/routines-service.test.ts
server/src/__tests__/secrets-service.test.ts
server/src/__tests__/qa-routine-secrets-e2e.test.ts
ui/src/components/RoutineHistoryTab.test.tsx` passed: 5 files, 92 tests.
- `pnpm -r typecheck` passed across the workspace.
- `pnpm build` passed. Vite emitted the existing
large-chunk/dynamic-import warnings.
- UI screenshots were captured locally during QA in
`artifacts/pap-9521/` and `artifacts/pap-9522/`; generated screenshots
are not committed to avoid adding binary artifacts to the repo.

## Risks

- Migration risk is limited by `IF NOT EXISTS` guards for the new
columns, FK, and index, and the migration is ordered as `0086`
immediately after upstream `0085`.
- Runtime behavior changes env precedence for routine executions by
adding routine env as the highest-precedence layer; tests cover
agent/project/routine precedence.
- Secret handling is security-sensitive; tests cover value-free
manifests/events/errors, disabled/missing/deleted secrets, and
cross-company rejection.
- UI history now renders routine env/secret diffs; tests and Storybook
stories cover the main rendering paths.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex coding agent based on GPT-5, with shell/tool use and
medium reasoning effort.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
This commit is contained in:
Dotta 2026-05-17 16:30:34 -05:00 committed by GitHub
parent 3e6610fb93
commit 705c1b8d81
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GPG key ID: B5690EEEBB952194
20 changed files with 1736 additions and 50 deletions

View file

@ -550,6 +550,8 @@ export type {
CompanyPortabilityImportResult,
CompanyPortabilityExportRequest,
EnvBinding,
EnvPlainBinding,
EnvSecretRefBinding,
AgentEnvConfig,
CompanySecret,
CompanySecretProviderConfig,
@ -576,6 +578,7 @@ export type {
SecretVersionSelector,
SecretVersionStatus,
Routine,
RoutineEnvConfig,
RoutineManagedByPlugin,
RoutineVariable,
RoutineVariableDefaultValue,

View file

@ -279,6 +279,7 @@ export type {
} from "./secrets.js";
export type {
Routine,
RoutineEnvConfig,
RoutineManagedByPlugin,
RoutineVariable,
RoutineVariableDefaultValue,

View file

@ -8,6 +8,7 @@ import type {
RoutineTriggerSigningMode,
RoutineVariableType,
} from "../constants.js";
import type { EnvBinding } from "./secrets.js";
export interface RoutineProjectSummary {
id: string;
@ -45,6 +46,8 @@ export interface RoutineVariable {
options: string[];
}
export type RoutineEnvConfig = Record<string, EnvBinding>;
export interface Routine {
id: string;
companyId: string;
@ -59,6 +62,7 @@ export interface Routine {
concurrencyPolicy: string;
catchUpPolicy: string;
variables: RoutineVariable[];
env?: RoutineEnvConfig | null;
latestRevisionId: string | null;
latestRevisionNumber: number;
createdByAgentId: string | null;
@ -98,6 +102,7 @@ export interface RoutineRevisionSnapshotRoutineV1 {
concurrencyPolicy: RoutineConcurrencyPolicy;
catchUpPolicy: RoutineCatchUpPolicy;
variables: RoutineVariable[];
env: RoutineEnvConfig | null;
}
export interface RoutineRevisionSnapshotTriggerV1 {
@ -169,6 +174,7 @@ export interface RoutineRun {
source: string;
status: string;
triggeredAt: Date;
routineRevisionId?: string | null;
idempotencyKey: string | null;
triggerPayload: Record<string, unknown> | null;
dispatchFingerprint: string | null;

View file

@ -12,6 +12,7 @@ import {
ISSUE_EXECUTION_WORKSPACE_PREFERENCES,
issueExecutionWorkspaceSettingsSchema,
} from "./issue.js";
import { envConfigSchema } from "./secret.js";
const routineVariableValueSchema = z.union([z.string(), z.number().finite(), z.boolean()]);
@ -60,6 +61,7 @@ export const createRoutineSchema = z.object({
concurrencyPolicy: z.enum(ROUTINE_CONCURRENCY_POLICIES).optional().default("coalesce_if_active"),
catchUpPolicy: z.enum(ROUTINE_CATCH_UP_POLICIES).optional().default("skip_missed"),
variables: z.array(routineVariableSchema).optional().default([]),
env: envConfigSchema.optional().nullable(),
});
export type CreateRoutine = z.infer<typeof createRoutineSchema>;
@ -83,6 +85,7 @@ export const routineRevisionSnapshotRoutineV1Schema = z.object({
concurrencyPolicy: z.enum(ROUTINE_CONCURRENCY_POLICIES),
catchUpPolicy: z.enum(ROUTINE_CATCH_UP_POLICIES),
variables: z.array(routineVariableSchema),
env: envConfigSchema.nullable().default(null),
}).strict();
export const routineRevisionSnapshotTriggerV1Schema = z.object({