Commit graph

27 commits

Author SHA1 Message Date
Dotta
778e775c35
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>
2026-05-09 18:22:17 -05:00
Dotta
9c6f551595
[codex] Add plugin orchestration host APIs (#4114)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The plugin system is the extension path for optional capabilities
that should not require core product changes for every integration.
> - Plugins need scoped host APIs for issue orchestration, documents,
wakeups, summaries, activity attribution, and isolated database state.
> - Without those host APIs, richer plugins either cannot coordinate
Paperclip work safely or need privileged core-side special cases.
> - This pull request adds the plugin orchestration host surface, scoped
route dispatch, a database namespace layer, and a smoke plugin that
exercises the contract.
> - The benefit is a broader plugin API that remains company-scoped,
auditable, and covered by tests.

## What Changed

- Added plugin orchestration host APIs for issue creation, document
access, wakeups, summaries, plugin-origin activity, and scoped API route
dispatch.
- Added plugin database namespace tables, schema exports, migration
checks, and idempotent replay coverage under migration
`0059_plugin_database_namespaces`.
- Added shared plugin route/API types and validators used by server and
SDK boundaries.
- Expanded plugin SDK types, protocol helpers, worker RPC host behavior,
and testing utilities for orchestration flows.
- Added the `plugin-orchestration-smoke-example` package to exercise
scoped routes, restricted database namespaces, issue orchestration,
documents, wakeups, summaries, and UI status surfaces.
- Kept the new orchestration smoke fixture out of the root pnpm
workspace importer so this PR preserves the repository policy of not
committing `pnpm-lock.yaml`.
- Updated plugin docs and database docs for the new orchestration and
database namespace surfaces.
- Rebased the branch onto `public-gh/master`, resolved conflicts, and
removed `pnpm-lock.yaml` from the final PR diff.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run packages/db/src/client.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-database.test.ts
server/src/__tests__/plugin-orchestration-apis.test.ts
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/plugin-scoped-api-routes.test.ts
server/src/__tests__/plugin-sdk-orchestration-contract.test.ts`
- From `packages/plugins/examples/plugin-orchestration-smoke-example`:
`pnpm exec vitest run --config ./vitest.config.ts`
- `pnpm --dir
packages/plugins/examples/plugin-orchestration-smoke-example run
typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- PR CI on latest head `293fc67c`: `policy`, `verify`, `e2e`, and
`security/snyk` all passed.

## Risks

- Medium risk: this expands plugin host authority, so route auth,
company scoping, and plugin-origin activity attribution need careful
review.
- Medium risk: database namespace migration behavior must remain
idempotent for environments that may have seen earlier branch versions.
- Medium risk: the orchestration smoke fixture is intentionally excluded
from the root workspace importer to avoid a `pnpm-lock.yaml` PR diff;
direct fixture verification remains listed above.
- Low operational risk from the PR setup itself: the branch is rebased
onto current `master`, the migration is ordered after upstream
`0057`/`0058`, and `pnpm-lock.yaml` is not in the final diff.

> 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`.

Roadmap checked: this work aligns with the completed Plugin system
milestone and extends the plugin surface rather than duplicating an
unrelated planned core feature.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in a tool-enabled CLI
environment. Exact hosted model build and context-window size are not
exposed by the runtime; reasoning/tool use were enabled for repository
inspection, editing, testing, git operations, and PR creation.

## 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 (N/A: no core UI screen change; example plugin UI contract
is covered by tests)
- [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>
2026-04-20 08:52:51 -05:00
Dotta
a77206812e Harden tailnet bind setup 2026-04-11 07:13:41 -05:00
dotta
2a84e53c1b Introduce bind presets for deployment setup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-11 07:09:07 -05:00
Aron Prins
cc44d309c0 feat(backups): gzip compress backups and add retention config to Instance Settings
Compress database backups with gzip (.sql.gz), reducing file size ~83%.
Add backup retention configuration to Instance Settings UI with preset
options (7 days, 2 weeks, 1 month). The backup scheduler now reads
retention from the database on each tick so changes take effect without
restart. Default retention changed from 30 to 7 days.
2026-04-08 14:40:05 +02:00
dotta
34044cdfce feat: implement app-side telemetry sender
Add the shared telemetry sender, wire the CLI/server emit points,
and cover the config and completion behavior with tests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:47:29 -05:00
dotta
c0d0d03bce Add feedback voting and thumbs capture flow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 09:11:49 -05:00
dotta
ab82e3f022 Fix worktree runtime isolation recovery
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-26 11:12:39 -05:00
Matt Van Horn
ff4f326341 fix(server): use realpathSync for .env path dedup to handle symlinks
realpathSync resolves symlinks and normalizes case, preventing
double-loading the same .env file when paths differ only by
symlink indirection or filesystem case.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-14 09:05:51 -07:00
Matt Van Horn
303c00b61b fix(server): load .env from cwd as fallback when .paperclip/.env is missing
The server only loads environment variables from .paperclip/.env, which is
not the standard location users expect. When DATABASE_URL is set in a .env
file in the project root (cwd), it is silently ignored, requiring users to
manually export the variable.

Add a fallback that loads cwd/.env after .paperclip/.env with override:false,
so the Paperclip-specific env file always takes precedence but standard .env
files in the project root are also picked up.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-13 17:22:27 -07:00
Jason
91fda5d04f fix: correct env var priority for authDisableSignUp
- Env var now properly overrides file config in both directions
- Follows established pattern for boolean config flags
- Removed redundant ?? false (field is typed boolean)
- PAPERCLIP_AUTH_DISABLE_SIGN_UP can now set to 'false' to
  override file config's 'true'
2026-03-08 10:18:27 +08:00
Jason
3860812323 feat: add auth.disableSignUp config option
- Added disableSignUp to authConfigSchema in config-schema.ts
- Added authDisableSignUp to Config interface
- Added parsing from PAPERCLIP_AUTH_DISABLE_SIGN_UP env or config file
- Passed to better-auth emailAndPassword.disableSignUp

When true, blocks new user registrations on public instances.
Defaults to false (backward compatible).

Fixes #241
2026-03-08 09:38:32 +08:00
zvictor
ab6ec999c5 centralize URLs into single canonical URL var 2026-03-05 17:55:34 -03:00
Dotta
c145074daf Add configurable automatic database backup scheduling 2026-03-04 18:03:23 -06:00
Dotta
f60c1001ec refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and
the CLI binary from `paperclip` to `paperclipai` in preparation for
npm publishing. Bump CLI version to 0.1.0 and add package metadata
(description, keywords, license, repository, files). Update all
imports, documentation, user-facing messages, and tests accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:45:26 -06:00
Dotta
83be94361c feat(core): merge backup core changes with post-split functionality 2026-03-02 16:43:59 -06:00
Forgotten
85c0b9a3dc feat: private hostname guard for authenticated/private mode
Reject requests from unrecognised Host headers when running
authenticated/private. Adds server middleware, CLI `allowed-hostname`
command, config-schema field, and prompt support for configuring
allowed hostnames during onboard/configure.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 19:43:52 -06:00
Forgotten
e1f2be7ecf feat(server): integrate Better Auth, access control, and deployment mode startup
Wire up Better Auth for session-based authentication. Add actor middleware
that resolves local_trusted mode to an implicit board actor and authenticated
mode to Better Auth sessions. Add access service with membership, permission,
invite, and join-request management. Register access routes for member/invite/
join-request CRUD. Update health endpoint to report deployment mode and
bootstrap status. Enforce tasks:assign and agents:create permissions in issue
and agent routes. Add deployment mode validation at startup with guardrails
(loopback-only for local_trusted, auth config required for authenticated).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:40:32 -06:00
Forgotten
fdd2ea6157 feat: add storage system with local disk and S3 providers
Introduces a provider-agnostic storage subsystem for file attachments.
Includes local disk and S3 backends, asset/attachment DB schemas, issue
attachment CRUD routes with multer upload, CLI configure/doctor/env
integration, and enriched issue ancestors with project/goal resolution.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 10:31:56 -06:00
Forgotten
8f3fc077fa feat(cli): add client commands and home-based local runtime defaults 2026-02-20 07:10:58 -06:00
Forgotten
11901ae5d8 Implement secrets service with local encryption, redaction, and runtime resolution
Add AES-256-GCM local encrypted secrets provider with auto-generated
master key, stub providers for AWS/GCP/Vault, and a secrets service
that normalizes adapter configs (converting sensitive inline values to
secret refs in strict mode) and resolves secret refs back to plain
values at runtime. Extract redaction utilities from agent routes into
shared module. Redact sensitive values in activity logs, config
revisions, and approval payloads. Block rollback of revisions
containing redacted secrets. Filter hidden issues from list queries.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:43:52 -06:00
Forgotten
fe6a8687c1 Implement local agent JWT authentication for adapters
Add HS256 JWT-based authentication for local adapters (claude_local, codex_local)
so agents authenticate automatically without manual API key configuration. The
server mints short-lived JWTs per heartbeat run and injects them as PAPERCLIP_API_KEY.
The auth middleware verifies JWTs alongside existing static API keys.

Includes: CLI onboard/doctor JWT secret management, env command for deployment,
config path resolution from ancestor directories, dotenv loading on server startup,
event payload secret redaction, multi-status issue filtering, and adapter transcript
parsing for thinking/user message kinds.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 16:46:45 -06:00
Forgotten
cc24722090 Replace PGlite with embedded-postgres and add startup banner
Switch from PGlite (WebAssembly) to embedded-postgres for zero-config
local development — provides a real PostgreSQL server with full
compatibility. Add startup banner with config summary on server boot.
Improve server bootstrap with auto port detection, database creation,
and migration on startup. Update DATABASE.md, DEVELOPING.md, and
SPEC-implementation.md to reflect the change. Update CLI database
check and prompts. Simplify OnboardingWizard database options.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 11:45:43 -06:00
Forgotten
5306142542 Add CLI package, config file support, and workspace setup
Add cli/ package with initial scaffolding. Add config-schema to shared
package for typed configuration. Add server config-file loader for
paperclip.config.ts support. Register cli in pnpm workspace. Add
.paperclip/ and .pnpm-store/ to gitignore. Minor Companies page fix.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 13:39:47 -06:00
Forgotten
c9c75bbc0a Implement agent runtime services and WebSocket realtime
Expand heartbeat service with full run executor, wakeup coordinator,
and adapter lifecycle. Add run-log-store for pluggable log persistence.
Add live-events service and WebSocket handler for realtime updates.
Expand agent and issue routes with runtime operations. Add ws dependency.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 12:24:43 -06:00
Forgotten
4bc8e8baa9 Add embedded PGlite support as zero-config database option
Add @electric-sql/pglite so the server can run without an external
Postgres instance. When DATABASE_URL is not set, the server auto-creates
an embedded PGlite database in ./data/pglite with schema push on startup.

- Add createPgliteDb() alongside the existing createDb()
- Make DATABASE_URL optional in server config
- Update drizzle config to glob schema files
- Update migrate script to support both Postgres and PGlite
- Add data/ to .gitignore for local PGlite storage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 19:07:37 -06:00
Forgotten
c9d7cbfe44 Add API server with routes, services, and middleware
Express server with CRUD routes for agents, goals, issues, projects,
and activity log. Includes validation middleware, structured error
handling, request logging, and health check endpoint with tests.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 13:31:58 -06:00