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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.
## 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
GitHub
parent
06e6ee25cd
commit
778e775c35
103 changed files with 16971 additions and 509 deletions
454
server/src/__tests__/secrets-routes.test.ts
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454
server/src/__tests__/secrets-routes.test.ts
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import express from "express";
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import request from "supertest";
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import { beforeEach, describe, expect, it, vi } from "vitest";
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import { secretRoutes } from "../routes/secrets.js";
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import { errorHandler } from "../middleware/error-handler.js";
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import { HttpError, unprocessable } from "../errors.js";
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const mockSecretService = vi.hoisted(() => ({
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listProviders: vi.fn(),
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checkProviders: vi.fn(),
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listProviderConfigs: vi.fn(),
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getProviderConfigById: vi.fn(),
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createProviderConfig: vi.fn(),
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updateProviderConfig: vi.fn(),
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disableProviderConfig: vi.fn(),
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setDefaultProviderConfig: vi.fn(),
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checkProviderConfigHealth: vi.fn(),
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getById: vi.fn(),
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create: vi.fn(),
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update: vi.fn(),
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remove: vi.fn(),
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previewRemoteImport: vi.fn(),
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importRemoteSecrets: vi.fn(),
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}));
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const mockLogActivity = vi.hoisted(() => vi.fn());
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vi.mock("../services/index.js", () => ({
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secretService: () => mockSecretService,
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logActivity: mockLogActivity,
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}));
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function createApp(actor: Record<string, unknown> = {
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type: "board",
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userId: "user-1",
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source: "session",
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companyIds: ["company-1"],
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memberships: [{ companyId: "company-1", status: "active", membershipRole: "admin" }],
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}) {
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const app = express();
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app.use(express.json());
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app.use((req, _res, next) => {
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(req as any).actor = actor;
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next();
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});
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app.use("/api", secretRoutes({} as any));
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app.use(errorHandler);
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return app;
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}
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describe("secret routes", () => {
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beforeEach(() => {
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for (const mock of Object.values(mockSecretService)) {
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mock.mockReset();
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}
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mockLogActivity.mockReset();
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});
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it("returns provider health checks for board callers with company access", async () => {
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mockSecretService.checkProviders.mockResolvedValue([
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{
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provider: "local_encrypted",
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status: "ok",
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message: "Local encrypted provider configured",
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backupGuidance: ["Back up the key file together with database backups."],
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},
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]);
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const res = await request(createApp()).get("/api/companies/company-1/secret-providers/health");
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expect(res.status).toBe(200);
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expect(res.body).toEqual({
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providers: [
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{
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provider: "local_encrypted",
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status: "ok",
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message: "Local encrypted provider configured",
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backupGuidance: ["Back up the key file together with database backups."],
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},
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],
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});
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});
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it("rejects managed secret creation when externalRef is supplied", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secrets").send({
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name: "OpenAI API Key",
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managedMode: "paperclip_managed",
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value: "secret-value",
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/other",
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/Managed secrets cannot set externalRef/);
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expect(mockSecretService.create).not.toHaveBeenCalled();
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});
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it("rejects provider vault routes for non-board actors", async () => {
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const res = await request(createApp({
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type: "agent",
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agentId: "agent-1",
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companyId: "company-1",
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})).get("/api/companies/company-1/secret-provider-configs");
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expect(res.status).toBe(403);
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expect(mockSecretService.listProviderConfigs).not.toHaveBeenCalled();
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});
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it("rejects provider vault cross-company access before calling the service", async () => {
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const res = await request(createApp({
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type: "board",
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userId: "user-1",
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source: "session",
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companyIds: ["company-2"],
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memberships: [{ companyId: "company-2", status: "active", membershipRole: "admin" }],
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})).get("/api/companies/company-1/secret-provider-configs");
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expect(res.status).toBe(403);
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expect(mockSecretService.listProviderConfigs).not.toHaveBeenCalled();
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});
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it("rejects sensitive provider vault config fields", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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config: {
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region: "us-east-1",
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accessKeyId: "AKIA...",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/sensitive field/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it("rejects ready status for coming-soon provider vaults", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "vault",
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displayName: "Vault draft",
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status: "ready",
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config: {
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address: "https://vault.example.com",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/locked while coming soon/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it("rejects credential-bearing Vault provider vault addresses before persistence", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "vault",
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displayName: "Vault draft",
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config: {
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address: "https://user:pass@vault.example.com",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/origin-only HTTP\(S\) URL/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it.each([
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"https://vault.example.com?token=hvs.x",
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"https://vault.example.com#token=hvs.x",
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])("rejects token-bearing Vault provider vault address %s before persistence", async (address) => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "vault",
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displayName: "Vault draft",
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config: { address },
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/origin-only HTTP\(S\) URL/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it("rejects unsafe Vault provider vault address patches before persistence", async () => {
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const res = await request(createApp()).patch("/api/secret-provider-configs/vault-1").send({
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config: {
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address: "https://vault.example.com#token=hvs.x",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/origin-only HTTP\(S\) URL/i);
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expect(mockSecretService.getProviderConfigById).not.toHaveBeenCalled();
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expect(mockSecretService.updateProviderConfig).not.toHaveBeenCalled();
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});
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it("creates provider vaults and logs safe activity details", async () => {
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const createdAt = new Date("2026-05-06T00:00:00.000Z");
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mockSecretService.createProviderConfig.mockResolvedValue({
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id: "11111111-1111-4111-8111-111111111111",
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companyId: "company-1",
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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status: "ready",
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isDefault: true,
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config: { region: "us-east-1" },
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healthStatus: null,
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healthCheckedAt: null,
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healthMessage: null,
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healthDetails: null,
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disabledAt: null,
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createdByAgentId: null,
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createdByUserId: "user-1",
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createdAt,
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updatedAt: createdAt,
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});
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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isDefault: true,
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config: { region: "us-east-1" },
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});
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expect(res.status).toBe(201);
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expect(mockSecretService.createProviderConfig).toHaveBeenCalledWith(
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"company-1",
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{
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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status: undefined,
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isDefault: true,
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config: { region: "us-east-1" },
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},
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{ userId: "user-1", agentId: null },
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);
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expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
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action: "secret_provider_config.created",
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details: {
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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status: "ready",
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isDefault: true,
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},
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}));
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expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("accessKey");
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});
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it("rejects remote import preview for non-board actors", async () => {
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const res = await request(createApp({
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type: "agent",
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agentId: "agent-1",
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companyId: "company-1",
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})).post("/api/companies/company-1/secrets/remote-import/preview").send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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});
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expect(res.status).toBe(403);
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expect(mockSecretService.previewRemoteImport).not.toHaveBeenCalled();
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});
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it("previews remote imports and logs only aggregate metadata", async () => {
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mockSecretService.previewRemoteImport.mockResolvedValue({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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provider: "aws_secrets_manager",
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nextToken: null,
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candidates: [
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{
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
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remoteName: "prod/openai",
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name: "openai",
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key: "openai",
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providerVersionRef: null,
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providerMetadata: { description: "OpenAI API key" },
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status: "ready",
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importable: true,
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conflicts: [],
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},
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],
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});
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const res = await request(createApp())
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.post("/api/companies/company-1/secrets/remote-import/preview")
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.send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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query: "openai",
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pageSize: 25,
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});
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expect(res.status).toBe(200);
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expect(mockSecretService.previewRemoteImport).toHaveBeenCalledWith("company-1", {
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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query: "openai",
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nextToken: undefined,
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pageSize: 25,
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});
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expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
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action: "secret.remote_import.previewed",
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details: {
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provider: "aws_secrets_manager",
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candidateCount: 1,
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readyCount: 1,
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duplicateCount: 0,
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conflictCount: 0,
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},
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}));
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expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("prod/openai");
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});
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it("returns sanitized remote import preview provider errors", async () => {
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mockSecretService.previewRemoteImport.mockRejectedValue(
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new HttpError(
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403,
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"AWS Secrets Manager denied the request. Check IAM permissions for this provider vault.",
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{ code: "access_denied" },
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),
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);
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const res = await request(createApp())
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.post("/api/companies/company-1/secrets/remote-import/preview")
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.send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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});
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expect(res.status).toBe(403);
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expect(res.body).toEqual({
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error: "AWS Secrets Manager denied the request. Check IAM permissions for this provider vault.",
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details: { code: "access_denied" },
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});
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expect(JSON.stringify(res.body)).not.toContain("arn:aws");
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expect(JSON.stringify(res.body)).not.toContain("123456789012");
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expect(mockLogActivity).not.toHaveBeenCalled();
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});
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it("imports remote references and logs aggregate row counts", async () => {
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mockSecretService.importRemoteSecrets.mockResolvedValue({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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provider: "aws_secrets_manager",
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importedCount: 1,
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skippedCount: 0,
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errorCount: 0,
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results: [
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{
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
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name: "OpenAI API key",
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key: "openai-api-key",
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status: "imported",
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reason: null,
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secretId: "22222222-2222-4222-8222-222222222222",
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conflicts: [],
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},
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],
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});
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const res = await request(createApp())
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.post("/api/companies/company-1/secrets/remote-import")
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.send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
|
||||
secrets: [
|
||||
{
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
|
||||
name: "OpenAI API key",
|
||||
key: "openai-api-key",
|
||||
description: "Operator-entered Paperclip description",
|
||||
},
|
||||
],
|
||||
});
|
||||
|
||||
expect(res.status).toBe(200);
|
||||
expect(mockSecretService.importRemoteSecrets).toHaveBeenCalledWith(
|
||||
"company-1",
|
||||
{
|
||||
providerConfigId: "11111111-1111-4111-8111-111111111111",
|
||||
secrets: [
|
||||
{
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
|
||||
name: "OpenAI API key",
|
||||
key: "openai-api-key",
|
||||
description: "Operator-entered Paperclip description",
|
||||
},
|
||||
],
|
||||
},
|
||||
{ userId: "user-1", agentId: null },
|
||||
);
|
||||
expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
|
||||
action: "secret.remote_import.completed",
|
||||
details: {
|
||||
provider: "aws_secrets_manager",
|
||||
importedCount: 1,
|
||||
skippedCount: 0,
|
||||
errorCount: 0,
|
||||
},
|
||||
}));
|
||||
expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("prod/openai");
|
||||
});
|
||||
|
||||
it("surfaces update-route externalRef retarget rejection without logging raw refs", async () => {
|
||||
mockSecretService.getById.mockResolvedValue({
|
||||
id: "22222222-2222-4222-8222-222222222222",
|
||||
companyId: "company-1",
|
||||
name: "OpenAI API key",
|
||||
key: "openai-api-key",
|
||||
provider: "aws_secrets_manager",
|
||||
managedMode: "external_reference",
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/original",
|
||||
});
|
||||
mockSecretService.update.mockRejectedValue(
|
||||
unprocessable("External reference secrets cannot be retargeted through generic update"),
|
||||
);
|
||||
|
||||
const res = await request(createApp())
|
||||
.patch("/api/secrets/22222222-2222-4222-8222-222222222222")
|
||||
.send({
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/repointed",
|
||||
});
|
||||
|
||||
expect(res.status).toBe(422);
|
||||
expect(mockSecretService.update).toHaveBeenCalledWith(
|
||||
"22222222-2222-4222-8222-222222222222",
|
||||
expect.objectContaining({
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/repointed",
|
||||
}),
|
||||
);
|
||||
expect(mockLogActivity).not.toHaveBeenCalled();
|
||||
expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("shared/repointed");
|
||||
});
|
||||
|
||||
it("allows DELETE to retry cleanup for already soft-deleted secrets", async () => {
|
||||
const secret = {
|
||||
id: "33333333-3333-4333-8333-333333333333",
|
||||
companyId: "company-1",
|
||||
name: "OpenAI API Key__deleted__33333333-3333-4333-8333-333333333333",
|
||||
key: "openai-api-key__deleted__33333333-3333-4333-8333-333333333333",
|
||||
provider: "aws_secrets_manager",
|
||||
managedMode: "paperclip_managed",
|
||||
status: "deleted",
|
||||
};
|
||||
mockSecretService.getById.mockResolvedValue(secret);
|
||||
mockSecretService.remove.mockResolvedValue(secret);
|
||||
|
||||
const res = await request(createApp()).delete(
|
||||
"/api/secrets/33333333-3333-4333-8333-333333333333",
|
||||
);
|
||||
|
||||
expect(res.status).toBe(200);
|
||||
expect(res.body).toEqual({ ok: true });
|
||||
expect(mockSecretService.remove).toHaveBeenCalledWith(
|
||||
"33333333-3333-4333-8333-333333333333",
|
||||
);
|
||||
expect(mockLogActivity).toHaveBeenCalledWith(
|
||||
expect.anything(),
|
||||
expect.objectContaining({
|
||||
action: "secret.deleted",
|
||||
companyId: "company-1",
|
||||
entityId: secret.id,
|
||||
}),
|
||||
);
|
||||
});
|
||||
});
|
||||
Loading…
Add table
Add a link
Reference in a new issue