paperclip/doc/DATABASE.md
Dotta d9f540c331
[codex] Refresh docs and agent skills (#4693)
## Thinking Path

> - Paperclip orchestrates AI agents through a company-scoped control
plane
> - Contributors and agents need docs and skills that match the current
V1 behavior
> - The source branch included documentation updates alongside
implementation work
> - Keeping docs and skill guidance separate makes the implementation PR
easier to review
> - This pull request refreshes the V1 docs and agent-operating guidance
without changing runtime behavior
> - The benefit is current contributor guidance that can merge
independently from code changes

## What Changed

- Refreshed V1 product, goal, implementation, database, and development
documentation.
- Updated the Paperclip heartbeat skill guidance and create-agent skill
references.
- Added the Paperclip plan-to-task conversion skill.
- Updated release changelog skill guidance.

## Verification

- `git diff --check public-gh/master..HEAD` passed in the PR worktree
after the Greptile fix.
- Greptile Review passed on head `673317ed` with zero unresolved review
threads.
- GitHub PR checks passed on head `673317ed`: `policy`, `verify`, `e2e`,
and `security/snyk (cryppadotta)`.

## Risks

- Low runtime risk because this branch only changes docs and skill
guidance.
- Documentation may need follow-up wording adjustments if reviewers want
a different framing for V1 behavior.

> 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-enabled terminal/GitHub
workflow. Exact runtime context window was not exposed by the harness.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-28 16:12:03 -05:00

188 lines
6.1 KiB
Markdown

# Database
Paperclip uses PostgreSQL via [Drizzle ORM](https://orm.drizzle.team/). There are three ways to run the database, from simplest to most production-ready.
## 1. Embedded PostgreSQL — zero config
If you don't set `DATABASE_URL`, the server automatically starts an embedded PostgreSQL instance and manages a local data directory.
```sh
pnpm dev
```
That's it. On first start the server:
1. Creates a `~/.paperclip/instances/default/db/` directory for storage
2. Ensures the `paperclip` database exists
3. Runs migrations automatically for empty databases
4. Starts serving requests
Data persists across restarts in `~/.paperclip/instances/default/db/`. To reset local dev data, delete that directory.
If you need to apply pending migrations manually, run:
```sh
pnpm db:migrate
```
When `DATABASE_URL` is unset, this command targets the current embedded PostgreSQL instance for your active Paperclip config/instance.
Issue reference mentions follow the normal migration path: the schema migration creates the tracking table, but it does not backfill historical issue titles, descriptions, comments, or documents automatically.
To backfill existing content manually after migrating, run:
```sh
pnpm issue-references:backfill
# optional: limit to one company
pnpm issue-references:backfill -- --company <company-id>
```
Future issue, comment, and document writes sync references automatically without running the backfill command.
This mode is ideal for local development and one-command installs.
Docker note: the Docker quickstart image also uses embedded PostgreSQL by default. Persist `/paperclip` to keep DB state across container restarts (see `doc/DOCKER.md`).
## 2. Local PostgreSQL (Docker)
For a full PostgreSQL server locally, use the included Docker Compose setup:
```sh
docker compose up -d
```
This starts PostgreSQL 17 on `localhost:5432`. Then set the connection string:
```sh
cp .env.example .env
# .env already contains:
# DATABASE_URL=postgres://paperclip:paperclip@localhost:5432/paperclip
```
Run migrations:
```sh
DATABASE_URL=postgres://paperclip:paperclip@localhost:5432/paperclip \
pnpm db:migrate
```
Start the server:
```sh
pnpm dev
```
## 3. Hosted PostgreSQL (Supabase)
For production, use a hosted PostgreSQL provider. [Supabase](https://supabase.com/) is a good option with a free tier.
### Setup
1. Create a project at [database.new](https://database.new)
2. Go to **Project Settings > Database > Connection string**
3. Copy the URI and replace the password placeholder with your database password
### Connection string
Supabase offers two connection modes:
**Direct connection** (port 5432) — use for migrations and one-off scripts:
```
postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
```
**Connection pooling via Supavisor** (port 6543) — use for the application:
```
postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:6543/postgres
```
### Configure
For the application runtime, use a direct PostgreSQL connection unless the database client has explicit prepared-statement configuration for your pooling mode:
```sh
DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
```
If you later run the app with a pooled runtime URL, set `DATABASE_MIGRATION_URL` to the direct connection URL. Paperclip uses it for startup schema checks/migrations and plugin namespace migrations, while the app continues to use `DATABASE_URL` for runtime queries:
```sh
DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:6543/postgres
DATABASE_MIGRATION_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
```
If your hosted database requires transaction-pooling-only connections, use a direct or session-pooled connection for Paperclip until runtime pooling support is documented in this guide. Do not edit database client source files as part of deployment setup.
### Push the schema
```sh
# Use the direct connection (port 5432) for schema changes
DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@...5432/postgres \
pnpm db:migrate
```
### Free tier limits
- 500 MB database storage
- 200 concurrent connections
- Projects pause after 1 week of inactivity
See [Supabase pricing](https://supabase.com/pricing) for current details.
## Switching between modes
The database mode is controlled by `DATABASE_URL`:
| `DATABASE_URL` | Mode |
|---|---|
| Not set | Embedded PostgreSQL (`~/.paperclip/instances/default/db/`) |
| `postgres://...localhost...` | Local Docker PostgreSQL |
| `postgres://...supabase.com...` | Hosted Supabase |
Your Drizzle schema (`packages/db/src/schema/`) stays the same regardless of mode.
## Plugin database namespaces
The plugin runtime tracks plugin-owned database namespaces and migrations in `plugin_database_namespaces` and `plugin_migrations`. Hosted deployments that separate runtime and migration connections should set `DATABASE_MIGRATION_URL`; plugin namespace migration work uses the migration connection when present.
## Backups
Paperclip supports automatic and manual database backups. See `doc/DEVELOPING.md` for the current `paperclipai db:backup` / `pnpm db:backup` commands and backup retention configuration.
## Secret storage
Paperclip stores secret metadata and versions in:
- `company_secrets`
- `company_secret_versions`
For local/default installs, the active provider is `local_encrypted`:
- Secret material is encrypted at rest with a local master key.
- Default key file: `~/.paperclip/instances/default/secrets/master.key` (auto-created if missing).
- CLI config location: `~/.paperclip/instances/default/config.json` under `secrets.localEncrypted.keyFilePath`.
Optional overrides:
- `PAPERCLIP_SECRETS_MASTER_KEY` (32-byte key as base64, hex, or raw 32-char string)
- `PAPERCLIP_SECRETS_MASTER_KEY_FILE` (custom key file path)
Strict mode to block new inline sensitive env values:
```sh
PAPERCLIP_SECRETS_STRICT_MODE=true
```
You can set strict mode and provider defaults via:
```sh
pnpm paperclipai configure --section secrets
```
Inline secret migration command:
```sh
pnpm secrets:migrate-inline-env --apply
```