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120ae5428f |
feat(server): add a one-click relink action for detached custom-image templates (#11641)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip environments can use captured custom images for agent runs > - A configuration fingerprint change can detach a valid custom-image template > - Operators need a safe way to confirm that the image still matches the boot source > - This pull request adds a guarded relink action with drift classification and audit logging > - The benefit is a deliberate relink without a new sandbox boot or provider snapshot ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting environment, server, and UI behavior. **Problem or motivation** A custom-image template detaches when the environment configuration fingerprint changes. The runtime then uses the base image, even when the boot source did not change. The only prior remedy required a full re-capture. **Proposed solution** Add an operator-triggered relink action. Classify configuration drift from a server-owned boot-relevant snapshot. Relink knob-only drift without confirmation. Require explicit confirmation for boot-source or unclassified drift. Guard the route for instance administrators and record a safe activity event. **Alternatives considered** Keep requiring a full re-capture. This adds a sandbox boot and provider snapshot for cases where the image remains correct. **Roadmap alignment** The roadmap has no matching custom-image relink item. This change addresses an environment operation gap. **Additional context** The relink response exposes raw drift values only in the transient 409 response to the instance administrator. The service never persists or logs fingerprints or configuration values. Reserved identity-path segments fail closed. ## What Changed - Add `relinkActiveTemplate` with drift classification and conditional fingerprint update. - Persist a server-owned boot-relevant configuration snapshot during capture. - Add the guarded relink route with strict request validation and activity logging. - Add the relink action and confirmation flow to the environment page. - Add service, route, UI, and OpenAPI coverage. ## Verification - Run the focused service suite: `pnpm vitest run server/src/services/environment-custom-images-service.test.ts`. - Run the focused route suite: `pnpm vitest run server/src/routes/environment-custom-image-routes.test.ts`. - Run the focused UI suite: `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx`. - Run server and UI TypeScript checks. - Confirm the OpenAPI snapshot matches the new route. - Confirm all required GitHub checks pass on commit `e46fdcfe94a719be854adf8849d30714e5b70b93`. - Confirm Greptile reports 5/5 with no unresolved review threads. ## Risks The relink action can keep an image after configuration drift. The service requires explicit confirmation for boot-source or unclassified drift. Reserved path segments produce a safe unresolved marker and never enter stored values. ## Model Used OpenAI GPT-5 Codex. The model used repository inspection, GitHub operations, and PR preparation with tool use and code execution. The runtime did not expose a context-window value or a separate reasoning-mode value. ## 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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17dde9d3f2 |
fix(sandbox): keep custom-image snapshots applied to config tests, probes, and saves (#9385)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox environments can capture reusable custom images (provider snapshots) so agents boot with pre-installed tools and CLI logins > - The custom-image runtime fingerprint check included provider secret-ref paths (e.g. the Daytona `apiKey`), while capture-time fingerprinting excluded them, so any config carrying a credential never matched its captured snapshot > - As a result, agent config tests and environment probes silently booted the provider base image instead of the snapshot, test sandboxes were deleted before operators could inspect them, and any environment save orphaned the snapshot without warning > - The UI compounded the confusion by displaying an internal template id that matches nothing in the provider dashboard > - This pull request aligns runtime fingerprints with capture-time exclusions, re-stamps fingerprints on saves that cannot affect the snapshot (warning when they can), archives test/probe sandboxes instead of deleting them, and surfaces the provider snapshot ref in the UI > - The benefit is that custom images actually apply to config tests and probes, survive unrelated config edits, and are debuggable against the provider dashboard ## Linked Issues or Issue Description No public GitHub issue exists for this; describing it in-PR per the bug template. Related: Refs #9329 (saved-environment probe company context — this branch carries an equivalent fix), Refs #8794 (introduced reusable sandbox custom images). **What happened?** With a Daytona environment whose provider config stores the API key as a secret reference and an active captured custom-image snapshot: - Agent config tests and environment probes booted the provider base image (`daytonaio/sandbox:0.8.0`) instead of the captured snapshot, so CLI upgrades/logins baked into the snapshot were missing and the probe reported "login required" and an outdated CLI. - The environment card showed an internal template id (e.g. `b5be03e1-ca5…`) that does not correspond to any snapshot name in the provider dashboard, making the active image impossible to correlate. - Test/probe sandboxes were deleted immediately after the run, so the sandbox a test used could not be inspected afterwards. - Saving the environment config (even fields unrelated to the image) changed the stored fingerprint, silently detaching the snapshot with no warning. **Expected behavior** Config tests and probes boot the captured snapshot when one is active; the UI shows the provider-facing snapshot/template ref; test sandboxes stay inspectable for a short window; unrelated config edits keep the snapshot linked, and edits that genuinely invalidate it produce an explicit warning. **Steps to reproduce** 1. Configure a sandbox environment on Daytona with the API key stored as a company secret reference. 2. Capture a custom image snapshot from the environment page and mark it active (e.g. after installing/logging into a CLI in the setup sandbox). 3. Run the agent config test or an environment probe: the sandbox boots the base image, not the snapshot, and the sandbox is deleted immediately after the test. 4. Save the environment config with an unrelated field change: the snapshot silently stops applying. **Paperclip version or commit** `master` at the merge-base of this branch. **Deployment mode** Self-hosted local instance (macOS, pnpm dev server) with the Daytona sandbox provider plugin. ## What Changed - Runtime custom-image fingerprint checks now exclude provider secret-ref paths, matching capture-time exclusions, so configs carrying credentials match their captured snapshots (`environment-custom-image-runtime.ts`). - Agent config tests and saved-environment probes force fresh, non-reused sandboxes and pass company context so lease-backed probes can resolve company secrets and boot the real snapshot (`environment-probe.ts`, `routes/agents.ts`, `routes/environments.ts`). - Test/probe sandboxes are released by archiving (stop + 60-minute provider-side auto-delete) instead of immediate deletion, so operators can inspect the exact sandbox a test used (Daytona plugin). - On environment PATCH save, changes that cannot affect the captured snapshot re-stamp the template's source fingerprint so the snapshot stays linked; boot-source or provider-identity changes (new manifest field `templateIdentityPaths`) mark the template detached and the save response reports it (`environment-custom-images.ts`, shared plugin types/validators). - The custom-image overview exposes `activeTemplateMatchesConfig`; the environments UI shows the provider snapshot/template ref (internal id moved to a tooltip), warns via toast when a save detaches the snapshot, and shows a persistent "Not in use" warning when the active template no longer matches the saved config (`CompanyEnvironments.tsx`, `api/environments.ts`). ## Verification - `pnpm vitest run server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/environment-probe.test.ts server/src/__tests__/environment-routes.test.ts server/src/__tests__/agent-test-environment-routes.test.ts` — server coverage for fingerprint exclusions, re-stamp/detach on save, probe company context, and fresh-sandbox test behavior. - `pnpm vitest run packages/plugins/sandbox-providers/daytona/src/plugin.test.ts` — archive-on-release and snapshot ref handling. - `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx` — snapshot ref display, detach toast, and "Not in use" warning. - Manually verified end-to-end on a live self-hosted instance against real Daytona: config test boots the captured snapshot (CLI login and version persist), the test sandbox remains visible in the provider dashboard as archived, and saving unrelated fields keeps the snapshot applied. ## Risks - Fingerprint exclusion widening: a provider credential rotation alone no longer detaches a captured snapshot; that is the intended behavior (the snapshot content does not depend on the credential), and provider-identity fields (e.g. Daytona `apiUrl`) still detach via `templateIdentityPaths`. - Archived test sandboxes consume provider-side resources for up to their auto-delete window instead of being freed immediately; bounded (60 minutes) and only for test/probe sandboxes. - New optional manifest field `templateIdentityPaths` is backward-compatible; providers that omit it keep current matching behavior. ## Model Used - Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use via Claude Code / Claude Agent SDK. ## 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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b4815bf964 |
Scope environment custom images to instance environments (#8850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environments are now managed as instance-level runtime resources rather than per-company rows > - The custom environment image setup tables were introduced with their own `company_id` columns and route query parameters > - That split made one saved environment image state depend on an extra company context even though the environment itself is the durable owner > - It also made saved-environment probes harder because applying the active custom image template could require a company context when no secret-backed config needed one > - This pull request scopes custom image templates and setup sessions directly to the saved environment > - The benefit is that reusable environment images follow the same instance-scoped model as environments while secret resolution still uses company context only when secrets require it ## Linked Issues or Issue Description No matching public GitHub issue was found. Bug report: ### What happened? saved environment custom-image routes and persistence required a `companyId` even though environments are instance-scoped, and saved sandbox probes did not opt into active custom-image template application unless a company context was present. ### Expected behavior custom-image templates and setup sessions should be owned by the saved environment, and saved sandbox probes should apply the active template while still requiring a company context only for secret-backed runtime config. ### Steps to reproduce 1. Configure an instance-scoped sandbox environment with custom-image setup support. 2. Start or inspect a custom-image session or template for that saved environment. 3. Probe the saved environment without a custom-image-specific `companyId` query parameter. ### Paperclip version or commit current `master` after the environment custom-image template migration. ### Deployment mode Local dev (pnpm dev) or authenticated local Paperclip instance. ### Installation method Built from source (pnpm dev / pnpm build). ### Agent adapter(s) involved Not adapter-specific (core bug). ### Database mode Embedded PGlite/Postgres dev database. ### Access context Board human operator. ### Privacy checklist No logs, secrets, tokens, private URLs, or local machine paths are included. Duplicate search performed: - `gh search prs "environment custom image companyId repo:paperclipai/paperclip" --state open --limit 20` - `gh search prs "custom image environment scoped repo:paperclipai/paperclip" --state open --limit 20` - `gh search issues "environment custom image repo:paperclipai/paperclip" --state open --limit 20` The returned results were unrelated adapter, Docker, auth, or stale-workspace items. ## What Changed - Removed redundant `company_id` columns from environment custom-image templates and setup sessions. - Added migration `0127_environment_custom_images_instance_scoped` to collapse duplicate active rows per environment before dropping the old company-scoped indexes/columns. - Updated custom-image services, route handlers, shared validators, and UI API/query keys to use environment-scoped custom-image state. - Kept runtime secret resolution company-aware only when secret refs or bindings require a company context. - Made saved sandbox environment probes opt into active custom-image template application. - Updated DB, shared, server, and UI tests for the new environment-scoped contract. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run packages/db/src/environment-custom-images-schema.test.ts packages/shared/src/environment-custom-images.test.ts server/src/__tests__/environment-custom-image-routes.test.ts server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/environment-routes.test.ts ui/src/pages/CompanyEnvironments.test.tsx` - `pnpm -r typecheck` - `pnpm test:run` before rebasing onto latest `master`; after the rebase only the migration number changed, and the migration check plus focused suite, typecheck, and build were rerun. - `pnpm build` ## Risks - Migration safety: the migration supersedes duplicate active templates per environment and fails duplicate active setup sessions before adding environment-only unique indexes. Operators with duplicate historical active rows should review which active template is kept. - Behavior shift: plugin custom-image setup calls now receive `companyId: "instance"` when no secret binding determines a concrete company context. - Secret-backed configs still require an explicit or uniquely inferable company context; environments with secret bindings spread across multiple companies continue to fail fast. > 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 via the `codex_local` adapter, GPT-5-based coding model with tool-enabled repository inspection, editing, testing, git, and GitHub CLI access. Exact context-window metadata 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 - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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8d9f9fd240 |
Add reusable sandbox custom images (#8794)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A growing part of that work runs in sandboxed environments rather than on the operator's local machine. > - Today sandbox providers can start fresh workspaces and run probes, but they do not have a shared contract for capturing and reusing prepared sandbox state. > - Operators need a way to set up tools, credentials, and project dependencies once, then reuse that prepared image for later agent runs. > - This pull request adds reusable sandbox custom images across the provider contract, server runtime, and board UI. > - It also keeps probes and sandbox copy flows aligned with pre-authenticated/custom-image environments. > - The benefit is faster, more reliable sandbox runs without repeatedly rebuilding the same environment setup. ## Linked Issues or Issue Description No public GitHub issue was found for this change. Inline feature request follows. ### Problem or motivation Sandboxed agents need reusable prepared runtime state so repeated runs do not require manual setup every time. Operators often need system packages, CLIs, SDKs, dependency caches, credentials, and project tooling available before an agent can work productively. ### Proposed solution Add a provider-level custom-image capability, server-side setup/capture lifecycle, Daytona/fake provider support, and board UI controls for creating, testing, selecting, and deleting custom images. ### Alternatives considered Leaving this as provider-specific setup outside Paperclip would keep the control plane blind to image state and would not give agents consistent environment metadata. Re-running setup commands for every lease is simpler, but slower and less reliable for interactive or credentialed setup. ### Roadmap alignment Checked `ROADMAP.md`; this aligns with the Cloud / Sandbox agents roadmap area and does not duplicate any related public issue or PR found by search. Additional context: - Subsystem affected: cross-cutting (`packages/db`, `packages/shared`, `packages/plugins`, `server`, `ui`). - Duplicate search: searched GitHub for `sandbox custom image` and `sandbox template environment`; no related public issues or PRs were found. ## What Changed - Added custom-image shared types, validators, constants, API paths, and database schema/migration. - Added server services/routes for custom-image templates and setup sessions, including runtime cleanup and provider metadata handling. - Extended plugin/sandbox provider capabilities for interactive setup, template capture, and template deletion. - Implemented custom-image support in the fake sandbox provider and Daytona provider. - Updated environment runtime/config handling so active custom images flow into leases, probes, and agent execution. - Added board UI controls and API client support for custom-image setup, capture, selection, status, and error states. - Hardened sandbox copy/probe behavior for insecure clipboard contexts and pre-authenticated sandbox images. - Added targeted coverage across shared validators, DB schema, server routes/services, provider plugins, adapter probes, and UI flows. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm vitest run packages/adapters/claude-local/src/server/test.probe.test.ts packages/adapters/claude-local/src/server/test.ts packages/adapters/codex-local/src/server/test.remote.test.ts packages/adapters/codex-local/src/server/test.ts` - `pnpm --filter @paperclipai/adapter-claude-local typecheck` - `pnpm --filter @paperclipai/adapter-codex-local typecheck` - `pnpm vitest run packages/db/src/environment-custom-images-schema.test.ts packages/shared/src/environment-custom-images.test.ts packages/shared/src/validators/plugin.test.ts server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/workspace-runtime.test.ts packages/plugins/sandbox-providers/daytona/src/plugin.test.ts ui/src/pages/CompanyEnvironments.test.tsx ui/src/pages/CompanySettings.test.tsx` - `pnpm -r typecheck` - `pnpm build` - `rm -rf packages/db/dist && pnpm test:run` - Public-safety scan of the final diff found no internal Paperclip issue links, private instance URLs, or real secret patterns. ## Risks - Adds a database migration and new environment runtime tables, so migration ordering and rollback need care. - Provider implementations may differ in how reliably they can capture/delete images; unsupported providers surface capability-gated UI states. - Custom-image state can contain operator-prepared tooling and credentials inside the provider image, so providers must enforce their own access controls and cleanup semantics. - Broad surface area across shared contracts, server runtime, plugins, adapters, and UI means CI and Greptile review should be watched closely. > 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 GPT-5 (`gpt-5`) via Codex CLI with tool use and code execution. Assisted with branch cleanup, conflict resolution, local verification, and PR preparation. Earlier branch implementation work was assisted by Paperclip-managed Claude/Codex agents. ## 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |