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16 commits

Author SHA1 Message Date
Dotta
7a329fb8bb
Harden API route authorization boundaries (#4122)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The REST API is the control-plane boundary for companies, agents,
plugins, adapters, costs, invites, and issue mutations.
> - Several routes still relied on broad board or company access checks
without consistently enforcing the narrower actor, company, and
active-checkout boundaries those operations require.
> - That can allow agents or non-admin users to mutate sensitive
resources outside the intended governance path.
> - This pull request hardens the route authorization layer and adds
regression coverage for the audited API surfaces.
> - The benefit is tighter multi-company isolation, safer plugin and
adapter administration, and stronger enforcement of active issue
ownership.

## What Changed

- Added route-level authorization checks for budgets, plugin
administration/scoped routes, adapter management, company import/export,
direct agent creation, invite test resolution, and issue mutation/write
surfaces.
- Enforced active checkout ownership for agent-authenticated issue
mutations, while preserving explicit management overrides for permitted
managers.
- Restricted sensitive adapter and plugin management operations to
instance-admin or properly scoped actors.
- Tightened company portability and invite probing routes so agents
cannot cross company boundaries.
- Updated access constants and the Company Access UI copy for the new
active-checkout management grant.
- Added focused regression tests covering cross-company denial, agent
self-mutation denial, admin-only operations, and active checkout
ownership.
- Rebased the branch onto `public-gh/master` and fixed validation
fallout from the rebase: heartbeat-context route ordering and a company
import/export e2e fixture that now opts out of direct-hire approval
before using direct agent creation.
- Updated onboarding and signoff e2e setup to create seed agents through
`/agent-hires` plus board approval, so they remain compatible with the
approval-gated new-agent default.
- Addressed Greptile feedback by removing a duplicate company export API
alias, avoiding N+1 reporting-chain lookups in active-checkout override
checks, allowing agent mutations on unassigned `in_progress` issues, and
blocking NAT64 invite-probe targets.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issues-goal-context-routes.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/adapter-routes-authz.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/company-portability-routes.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/invite-test-resolution-route.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/invite-test-resolution-route.test.ts`
- `pnpm -r typecheck`
- `pnpm --filter server typecheck`
- `pnpm --filter ui typecheck`
- `pnpm build`
- `pnpm test:e2e -- tests/e2e/onboarding.spec.ts
tests/e2e/signoff-policy.spec.ts`
- `pnpm test:e2e -- tests/e2e/signoff-policy.spec.ts`
- `pnpm test:run` was also run. It failed under default full-suite
parallelism with two order-dependent failures in
`plugin-routes-authz.test.ts` and `routines-e2e.test.ts`; both files
passed when rerun directly together with `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/routines-e2e.test.ts`.

## Risks

- Medium risk: this changes authorization behavior across multiple
sensitive API surfaces, so callers that depended on broad board/company
access may now receive `403` or `409` until they use the correct
governance path.
- Direct agent creation now respects the company-level board-approval
requirement; integrations that need pending hires should use
`/api/companies/:companyId/agent-hires`.
- Active in-progress issue mutations now require checkout ownership or
an explicit management override, which may reveal workflow assumptions
in older automation.

> 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, tool-using workflow with local shell,
Git, GitHub CLI, and repository tests.

## 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>
2026-04-20 10:56:48 -05:00
Dotta
ac664df8e4
fix(authz): scope import, approvals, activity, and heartbeat routes (#3315)
## Thinking Path

> - Paperclip orchestrates AI agents and company-scoped control-plane
actions for zero-human companies.
> - This change touches the server authz boundary around company
portability, approvals, activity, and heartbeat-run operations.
> - The vulnerability was that board-authenticated callers could cross
company boundaries or create new companies through import paths without
the same authorization checks enforced elsewhere.
> - Once that gap existed, an attacker could chain it into higher-impact
behavior through agent execution paths.
> - The fix needed to harden every confirmed authorization gap in the
reported chain, not just the first route that exposed it.
> - This pull request adds the missing instance-admin and company-access
checks and adds regression tests for each affected route.
> - The benefit is that cross-company actions and new-company import
flows now follow the same control-plane authorization rules as the rest
of the product.

## What Changed

- Required instance-admin access for `new_company` import preview/apply
flows in `server/src/routes/companies.ts`.
- Required company access before approval decision routes in
`server/src/routes/approvals.ts`.
- Required company access for activity creation and heartbeat-run issue
listing in `server/src/routes/activity.ts`.
- Required company access before heartbeat cancellation in
`server/src/routes/agents.ts`.
- Added regression coverage in the corresponding server route tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/company-portability-routes.test.ts
src/__tests__/approval-routes-idempotency.test.ts
src/__tests__/activity-routes.test.ts
src/__tests__/agent-permissions-routes.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Prior verification on the original security patch branch also included
`pnpm build`.

## Risks

- Low code risk: the change is narrow and only adds missing
authorization gates to existing routes.
- Operational risk: the advisory is already public, so this PR should be
merged quickly to minimize the public unpatched window.
- Residual product risk remains around open signup / bootstrap defaults,
which was intentionally left out of this patch because the current
first-user onboarding flow depends on it.

## Model Used

- OpenAI GPT-5 Codex coding agent with tool use and local code execution
in the Codex CLI environment.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] 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: Forgotten <forgottenrunes@protonmail.com>
2026-04-10 11:55:27 -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
6a568662b8 fix: remove duplicate company branding import 2026-03-20 06:29:08 -05:00
dotta
d07d86f778 Merge public-gh/master into paperclip-company-import-export 2026-03-20 06:25:24 -05:00
dotta
9c5a31ed45 Allow CEO agents to update company branding (name, description, logo, color)
- Add updateCompanyBrandingSchema restricting agent-updatable fields to name,
  description, brandColor, and logoAssetId
- Update PATCH /api/companies/:companyId to allow CEO agents with branding-only
  fields while keeping admin fields (status, budget, etc.) board-only
- Allow agents to GET /api/companies/:companyId for reading company info
- issuePrefix (company slug) remains protected — not in any update schema
- Document branding APIs in SKILL.md quick reference and api-reference.md

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:05:14 -05:00
dotta
7a652b8998 Add company logo portability support 2026-03-19 07:24:04 -05:00
dotta
51ca713181 Add CEO-safe company portability flows
Expose CEO-scoped import/export preview and apply routes, keep safe imports non-destructive, add export preview-first UI behavior, and document the new portability workflows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 21:54:10 -05:00
dotta
7b4a4f45ed Add CEO company branding endpoint
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 21:03:41 -05:00
Dotta
76e6cc08a6 feat(costs): add billing, quota, and budget control plane 2026-03-16 15:11:01 -05:00
Dotta
5aecb148a2 Clarify missing companyId error for malformed issues path 2026-03-06 14:25:34 -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
Forgotten
cc2c724ad2 feat: company portability — export/import companies and agents
Add company export, import preview, and import endpoints with manifest-
based bundle format. Includes URL key utilities for agents and projects,
collision detection/rename strategies, and secret requirement tracking.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 09:06:58 -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
fb8a77a53b Upgrade Companies page: stats, delete, status badge, dropdown menu
Server:
- companyService.stats() returns per-company agent/issue counts in one query pair
- companyService.remove() cascades deletes across all child tables in dependency order
- GET /companies/stats endpoint (board-accessible)
- DELETE /companies/:companyId endpoint (board-only)

UI:
- Companies page shows agent count, issue count, spend/budget, and created-at per card
- Company status shown as a colored badge (active/paused/archived)
- Three-dot dropdown menu with Rename and Delete Company actions
- Inline delete confirmation to prevent accidental data loss
- 'New Company' button opens onboarding wizard instead of inline form

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-17 20:14:05 -06:00
Forgotten
abadd469bc Add server routes for companies, approvals, costs, and dashboard
New routes: companies, approvals, costs, dashboard, authz. New
services: companies, approvals, costs, dashboard, heartbeat,
activity-log. Add auth middleware and structured error handling.
Expand existing agent and issue routes with richer CRUD operations.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 09:07:27 -06:00