Add secrets provider vaults and remote import (#5429)

## Thinking Path

> - Paperclip orchestrates AI-agent companies and needs secrets handling
to work across local development, hosted operators, and governed agent
execution.
> - The affected subsystem is the company-scoped secrets control plane:
database schema, server services/routes, CLI workflows, and the Secrets
settings UI.
> - The gap was that secrets were local-only and operators could not
manage provider vaults or import existing remote references without
exposing plaintext.
> - This branch adds provider vault configuration plus an AWS Secrets
Manager remote-import path while preserving company boundaries, binding
context, and audit trails.
> - I kept the PR to a single branch PR, removed unrelated
lockfile/package drift, rebased the full branch onto the current
`public-gh/master`, and addressed fresh Greptile findings.
> - The benefit is a reviewable implementation of provider-backed
secrets with focused tests covering provider selection, import
conflicts, deleted secret reuse, rotation guards, and AWS signing
behavior.

## What Changed

- Added provider vault support for company secrets, including provider
config storage, default vault handling, health checks, binding usage,
access events, and remote import preview/commit.
- Added an AWS Secrets Manager provider using SigV4 request signing,
bounded request timeouts, namespace guardrails, cached runtime
credential resolution, and external-reference linking without plaintext
reads.
- Added Secrets UI surfaces for vault management and remote import, plus
CLI/API documentation for setup and operations.
- Stabilized routine webhook secret binding paths and SSH
environment-driver fixture bindings discovered during verification.
- Addressed Greptile and CI findings: no lockfile/package drift,
monotonic migration metadata, disabled-vault default races, soft-deleted
secret hiding/recreate behavior, remove behavior with disabled vaults,
soft-deleted external-reference re-import, non-active rotation guards,
managed-secret soft deletion through PATCH, and per-call AWS SDK
credential client churn.
- Rebased this branch onto `public-gh/master` at `0e1a5828` and
force-pushed with lease to keep this as the single PR for the branch.

## Verification

- `git fetch public-gh master`
- `git rebase public-gh/master`
- `git diff --name-only public-gh/master...HEAD | grep
'^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR
diff.
- Confirmed migration ordering: master ends at `0081_optimal_dormammu`;
this PR adds `0082_dry_vision` and
`0083_company_secret_provider_configs`.
- Inspected migrations for repeat safety: new tables/indexes use `IF NOT
EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column
additions use `ADD COLUMN IF NOT EXISTS`.
- `pnpm -r typecheck` passed before the Greptile follow-up commits.
- `pnpm test:run` ran the full stable Vitest path before the Greptile
follow-up commits; it completed with 3 timing-related failures under
parallel load: `codex-local-execute.test.ts`,
`cursor-local-execute.test.ts`, and `environment-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/codex-local-execute.test.ts
src/__tests__/cursor-local-execute.test.ts
src/__tests__/environment-service.test.ts` passed on targeted rerun
(`24/24`).
- `pnpm build` passed before the Greptile follow-up commits. Vite
reported existing chunk-size/dynamic-import warnings.
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts
src/__tests__/secrets-service.test.ts` passed (`39/39`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
typecheck` passed.
- Captured Storybook screenshots from `ui/storybook-static` for visual
review.
- Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites
1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review`
pass; aggregate `verify` is still registering the completed child
checks.
- Greptile review loop continued through the latest requested pass; all
Greptile review threads are resolved and the latest `Greptile Review`
check on `5ca3a5cf` passed with 0 comments added.

## Screenshots

Before: the provider-vault and remote-import surfaces did not exist on
`master`; these are after-state screenshots from the Storybook fixtures.

![Secrets
inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png)

![Secret binding
picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png)

![Environment editor with
secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png)

## Risks

- Migration risk: this adds new secret provider tables and extends
existing secret rows. The migrations were checked for monotonic ordering
and idempotent guards, but reviewers should still inspect upgrade
behavior carefully.
- Provider risk: AWS support uses direct SigV4 requests. Automated tests
cover signing, request timeouts, vault-config selection, namespace
guardrails, pending-version archival, sanitized provider errors, and
service-level cleanup paths. A real-vault AWS smoke test remains
deployment validation for an operator with AWS credentials rather than
an unverified merge blocker in this local branch.
- UI risk: the Secrets page and import dialog are large new surfaces;
screenshots are included above for reviewer inspection.
- Verification risk: the full local stable test command hit
parallel-load timing failures, although the exact failed files passed
when rerun directly.
- Operational risk: remote import intentionally avoids plaintext reads;
operators must understand that imported external references resolve at
runtime and may fail if AWS permissions change.

> 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, GPT-5 coding agent with local shell/tool use in the
Paperclip worktree. Exact context-window size was not exposed by the
runtime.

## 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
- [ ] 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>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Dotta 2026-05-09 18:22:17 -05:00 committed by GitHub
parent 06e6ee25cd
commit 778e775c35
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
103 changed files with 16971 additions and 509 deletions

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@ -0,0 +1,124 @@
CREATE TABLE IF NOT EXISTS "company_secret_bindings" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
"company_id" uuid NOT NULL,
"secret_id" uuid NOT NULL,
"target_type" text NOT NULL,
"target_id" text NOT NULL,
"config_path" text NOT NULL,
"version_selector" text DEFAULT 'latest' NOT NULL,
"required" boolean DEFAULT true NOT NULL,
"label" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE IF NOT EXISTS "secret_access_events" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
"company_id" uuid NOT NULL,
"secret_id" uuid NOT NULL,
"version" integer,
"provider" text NOT NULL,
"actor_type" text NOT NULL,
"actor_id" text,
"consumer_type" text NOT NULL,
"consumer_id" text NOT NULL,
"config_path" text,
"issue_id" uuid,
"heartbeat_run_id" uuid,
"plugin_id" uuid,
"outcome" text NOT NULL,
"error_code" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "key" text;--> statement-breakpoint
UPDATE "company_secrets"
SET "key" = left(
regexp_replace(
regexp_replace(lower(trim(coalesce("name", "id"::text))), '[^a-z0-9_.-]+', '-', 'g'),
'^-+|-+$',
'',
'g'
),
120
)
WHERE "key" IS NULL;--> statement-breakpoint
UPDATE "company_secrets"
SET "key" = "id"::text
WHERE "key" IS NULL OR "key" = '';--> statement-breakpoint
ALTER TABLE "company_secrets" ALTER COLUMN "key" SET NOT NULL;--> statement-breakpoint
WITH ranked AS (
SELECT
"id",
"key",
row_number() OVER (PARTITION BY "company_id", "key" ORDER BY "created_at", "id") AS rn
FROM "company_secrets"
)
UPDATE "company_secrets"
SET "key" = left(ranked."key", 100) || '-' || ranked.rn::text
FROM ranked
WHERE "company_secrets"."id" = ranked."id"
AND ranked.rn > 1;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "status" text DEFAULT 'active' NOT NULL;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "managed_mode" text DEFAULT 'paperclip_managed' NOT NULL;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "provider_config_id" text;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "provider_metadata" jsonb;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "last_resolved_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "last_rotated_at" timestamp with time zone;--> statement-breakpoint
UPDATE "company_secrets"
SET "last_rotated_at" = "updated_at"
WHERE "last_rotated_at" IS NULL;--> statement-breakpoint
ALTER TABLE "company_secrets" ADD COLUMN IF NOT EXISTS "deleted_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "company_secret_versions" ADD COLUMN IF NOT EXISTS "provider_version_ref" text;--> statement-breakpoint
ALTER TABLE "company_secret_versions" ADD COLUMN IF NOT EXISTS "status" text DEFAULT 'current' NOT NULL;--> statement-breakpoint
ALTER TABLE "company_secret_versions" ADD COLUMN IF NOT EXISTS "fingerprint_sha256" text;--> statement-breakpoint
UPDATE "company_secret_versions"
SET "fingerprint_sha256" = "value_sha256"
WHERE "fingerprint_sha256" IS NULL;--> statement-breakpoint
ALTER TABLE "company_secret_versions" ALTER COLUMN "fingerprint_sha256" SET NOT NULL;--> statement-breakpoint
ALTER TABLE "company_secret_versions" ADD COLUMN IF NOT EXISTS "rotation_job_id" text;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'company_secret_bindings_company_id_companies_id_fk') THEN
ALTER TABLE "company_secret_bindings" ADD CONSTRAINT "company_secret_bindings_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'company_secret_bindings_secret_id_company_secrets_id_fk') THEN
ALTER TABLE "company_secret_bindings" ADD CONSTRAINT "company_secret_bindings_secret_id_company_secrets_id_fk" FOREIGN KEY ("secret_id") REFERENCES "public"."company_secrets"("id") ON DELETE cascade ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'secret_access_events_company_id_companies_id_fk') THEN
ALTER TABLE "secret_access_events" ADD CONSTRAINT "secret_access_events_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE no action ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'secret_access_events_secret_id_company_secrets_id_fk') THEN
ALTER TABLE "secret_access_events" ADD CONSTRAINT "secret_access_events_secret_id_company_secrets_id_fk" FOREIGN KEY ("secret_id") REFERENCES "public"."company_secrets"("id") ON DELETE cascade ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'secret_access_events_issue_id_issues_id_fk') THEN
ALTER TABLE "secret_access_events" ADD CONSTRAINT "secret_access_events_issue_id_issues_id_fk" FOREIGN KEY ("issue_id") REFERENCES "public"."issues"("id") ON DELETE set null ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'secret_access_events_heartbeat_run_id_heartbeat_runs_id_fk') THEN
ALTER TABLE "secret_access_events" ADD CONSTRAINT "secret_access_events_heartbeat_run_id_heartbeat_runs_id_fk" FOREIGN KEY ("heartbeat_run_id") REFERENCES "public"."heartbeat_runs"("id") ON DELETE set null ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'secret_access_events_plugin_id_plugins_id_fk') THEN
ALTER TABLE "secret_access_events" ADD CONSTRAINT "secret_access_events_plugin_id_plugins_id_fk" FOREIGN KEY ("plugin_id") REFERENCES "public"."plugins"("id") ON DELETE set null ON UPDATE no action;
END IF;
END $$;--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secret_bindings_company_idx" ON "company_secret_bindings" USING btree ("company_id");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secret_bindings_secret_idx" ON "company_secret_bindings" USING btree ("secret_id");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secret_bindings_target_idx" ON "company_secret_bindings" USING btree ("company_id","target_type","target_id");--> statement-breakpoint
CREATE UNIQUE INDEX IF NOT EXISTS "company_secret_bindings_target_path_uq" ON "company_secret_bindings" USING btree ("company_id","target_type","target_id","config_path");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "secret_access_events_company_created_idx" ON "secret_access_events" USING btree ("company_id","created_at");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "secret_access_events_secret_created_idx" ON "secret_access_events" USING btree ("secret_id","created_at");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "secret_access_events_consumer_idx" ON "secret_access_events" USING btree ("company_id","consumer_type","consumer_id");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "secret_access_events_run_idx" ON "secret_access_events" USING btree ("heartbeat_run_id");--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secret_versions_fingerprint_idx" ON "company_secret_versions" USING btree ("fingerprint_sha256");--> statement-breakpoint
CREATE UNIQUE INDEX IF NOT EXISTS "company_secrets_company_key_uq" ON "company_secrets" USING btree ("company_id","key");

View file

@ -0,0 +1,51 @@
CREATE TABLE IF NOT EXISTS "company_secret_provider_configs" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
"company_id" uuid NOT NULL,
"provider" text NOT NULL,
"display_name" text NOT NULL,
"status" text DEFAULT 'ready' NOT NULL,
"is_default" boolean DEFAULT false NOT NULL,
"config" jsonb DEFAULT '{}'::jsonb NOT NULL,
"health_status" text,
"health_checked_at" timestamp with time zone,
"health_message" text,
"health_details" jsonb,
"disabled_at" timestamp with time zone,
"created_by_agent_id" uuid,
"created_by_user_id" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'company_secret_provider_configs_company_id_companies_id_fk') THEN
ALTER TABLE "company_secret_provider_configs" ADD CONSTRAINT "company_secret_provider_configs_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE cascade ON UPDATE no action;
END IF;
END $$;
--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'company_secret_provider_configs_created_by_agent_id_agents_id_fk') THEN
ALTER TABLE "company_secret_provider_configs" ADD CONSTRAINT "company_secret_provider_configs_created_by_agent_id_agents_id_fk" FOREIGN KEY ("created_by_agent_id") REFERENCES "public"."agents"("id") ON DELETE set null ON UPDATE no action;
END IF;
END $$;
--> statement-breakpoint
UPDATE "company_secrets"
SET "provider_config_id" = NULL
WHERE "provider_config_id" IS NOT NULL
AND "provider_config_id" !~* '^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$';
--> statement-breakpoint
ALTER TABLE "company_secrets" ALTER COLUMN "provider_config_id" TYPE uuid USING "provider_config_id"::uuid;
--> statement-breakpoint
DO $$ BEGIN
IF NOT EXISTS (SELECT 1 FROM pg_constraint WHERE conname = 'company_secrets_provider_config_id_company_secret_provider_configs_id_fk') THEN
ALTER TABLE "company_secrets" ADD CONSTRAINT "company_secrets_provider_config_id_company_secret_provider_configs_id_fk" FOREIGN KEY ("provider_config_id") REFERENCES "public"."company_secret_provider_configs"("id") ON DELETE set null ON UPDATE no action;
END IF;
END $$;
--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secret_provider_configs_company_idx" ON "company_secret_provider_configs" USING btree ("company_id");
--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secret_provider_configs_company_provider_idx" ON "company_secret_provider_configs" USING btree ("company_id","provider");
--> statement-breakpoint
CREATE UNIQUE INDEX IF NOT EXISTS "company_secret_provider_configs_default_uq" ON "company_secret_provider_configs" USING btree ("company_id","provider") WHERE "is_default" = true;
--> statement-breakpoint
CREATE INDEX IF NOT EXISTS "company_secrets_provider_config_idx" ON "company_secrets" USING btree ("provider_config_id");

View file

@ -575,6 +575,20 @@
"when": 1778067785040,
"tag": "0081_optimal_dormammu",
"breakpoints": true
},
{
"idx": 82,
"version": "7",
"when": 1778067785041,
"tag": "0082_dry_vision",
"breakpoints": true
},
{
"idx": 83,
"version": "7",
"when": 1778074536410,
"tag": "0083_company_secret_provider_configs",
"breakpoints": true
}
]
}