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Author SHA1 Message Date
Devin Foley 916c13501f Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company accumulates real state — issues, labels, blockers,
documents, work products, monitors, attachments, agents, routines — and
people need to move that state between instances: self-hosted to cloud,
cloud back to self-hosted, or plain backups
> - The experimental, flag-gated Cloud Sync transport (#6548) tried to
solve this host-to-host: the source pushed into a receiver over HTTPS
with a cross-instance consent/token handshake, which required the
destination to be publicly reachable and broke for common self-hosted
topologies (plain-HTTP LAN/VPN origins); the receiver half never landed
upstream at all
> - Meanwhile the portability bundle and the existing export/import
pages already move companies offline with none of those networking
constraints — but silently dropped labels, blockers, issue documents,
work products, monitors, and every attachment
> - This pull request removes the host-to-host transport and makes
Import/Export the single data-movement path: the pages become
first-class company-settings destinations, exports declare exactly what
they do not carry, and bundle schemaVersion 6 now carries all of the
above, with attachments as content-addressed sha256 blobs verified
before a single row is written
> - The benefit is a migration and backup flow that works between any
two instances with no reachability requirements, no cross-instance auth,
and no silent data loss

## Linked Issues or Issue Description

- Refs #6548 — the original Cloud Sync sender this PR supersedes and
removes.
- Related, not duplicates: #1697 (goals in the portability manifest —
orthogonal field addition), #954 (an earlier import/export +
skill-visibility proposal predating the current portability bundle).
- No open issue describes this directly, so in brief (feature-request
shape): **Problem** — moving a company between instances silently lost
labels (imports with label references actually hard-failed), blocker
relations, issue documents, work products, monitor state, and all
attachments, and the alternative Cloud Sync transport required the
destination to be publicly reachable over HTTPS plus a consent
handshake, which failed for typical self-hosted setups. **Desired
behavior** — one Import/Export flow in company settings that produces a
portable bundle carrying all of that data, tells the operator up front
what it cannot carry, imports with automations paused, and offers real
one-click activation afterwards.

## What Changed

- New export fidelity report (`GET
/api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel
on the Export page listing anything a bundle will not include (now only:
approvals, cost history, activity history)
- Imports accept `pauseAutomations`; imported agents and routines land
paused, the import result reports created routines, and the Import page
ends in an activation panel that actually resumes selected
agents/activates routines
- Export and Import pages promoted into the company-settings nav; the
Cloud Upstream wizard, ux-lab page, and API client removed; the old
settings route redirects to Export
- Host-to-host transport removed: upstream-sync/receiver-client routes
and services, CLI `cloud connect`/`cloud push` + keypair store, the
shared upstream transfer contract, and the `enableCloudSync` flag;
migration `0196` drops the two experimental `cloud_upstream_*` sender
tables
- Bundle schemaVersion 6: labels (definitions + per-task names, remapped
by name on import), blocker relations (`blockedBy` slugs,
cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`),
work products (system refs nulled), monitors (notes/scheduledBy
restored, imported un-armed)
- Attachments travel as content-addressed `blobs/<sha256>` entries
(deduped; comment-scoped attachments re-link via comment index); every
blob is hash-verified **before any write**, so a corrupted bundle cannot
leave a partially imported company; both zip codecs now round-trip
extensionless/binary entries byte-exactly; the Import page preflights
the inline body limit and offers continue-without-attachments
- v5 (and older) bundles still import, with an informational warning;
bundles newer than v6 are rejected cleanly
- Docs: board-operator import/export guide, CLI README, README/ROADMAP
updated

## Verification

- `pnpm -r` typechecks (shared, db incl. migration numbering/safety
checks, server, ui, cli) and `pnpm check:token-gates` — clean
- Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the
only 3 failures being pre-existing on `master` (2×
heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port;
reproduced identically with this change stashed); ui + cli suites green;
the embedded-Postgres export-fidelity suite applies the full migration
chain including the new `0196` against a fresh database
- Live end-to-end on a scratch instance: seeded a company with labels, a
blocker pair, an issue document, a work product, a monitor, an agent, a
routine, and two binary attachments (one comment-scoped) → export →
import into a fresh company → labels remapped to new ids, blocker edge
and document restored, monitor un-armed with notes intact, attachments
byte-identical (sha256-compared through the API), agents/routines paused
→ activation panel resumed them; a v5-shaped bundle imported with only
the info warning; flipping one byte in a blob made the import 422 with
**zero** rows created
- Reviewer repro: create a company with a labeled issue + attachment →
Settings → Export → download → Settings → Import on another
company/instance → watch the preview, apply with "start paused", then
activate

## Risks

- Migration `0196` drops
`cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables
behind a default-off flag; their connection/run history is intentionally
discarded
- Breaking removals are all of experimental, flag-gated surface:
`/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai
cloud connect|push`, and the `enableCloudSync` flag (stale keys in
stored instance settings parse harmlessly)
- Import remains non-atomic on mid-apply errors generally (pre-existing
behavior); the new blob verification specifically moved ahead of all
writes so tampered bundles cannot create partial state
- GitHub-sourced imports do not fetch `blobs/*` and skip attachments
with a warning

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with
extended thinking, tool use, and subagent orchestration; implementation
and review split across Fable 5 subagents, with live end-to-end
verification against a running instance

## 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
2026-07-30 11:37:00 -07:00
Nicky LeachandPaperclip 22001bbd2f feat(db): add migration safety lint
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `packages/db` module owns all database migrations via a
sequential numbering system already validated at build time
> - A recent migration introduced an O(n²) batch backfill over a large,
unindexed table — it caused the server's `listen` to block for ~5
minutes on databases with millions of rows
> - Nothing in the current CI pipeline catches large-table migration
risk patterns (DO-loop mutations, batched LIMIT mutations without
support indexes, full-table mutations, non-concurrent index creation)
before they land
> - This PR wires a new static migration-safety checker
(`check-migration-safety.ts`) into the existing `check:migrations` gate
in `packages/db/package.json`, so risky patterns fail CI before reaching
production
> - The checker baselines all historical findings already present in the
codebase, so the gate fails only on *new* unbaselined risky patterns
> - The benefit is that the specific O(n²) backfill shape (and related
patterns) will be caught at author time rather than at incident time

## Linked Issues or Issue Description

**Feature — static migration safety lint**

**Problem or motivation**

Migrations against large tables (millions of rows) have caused
production startup blocks. The root pattern is a batched `LIMIT`-based
backfill iterating via an unindexed column, making each batch a
sequential scan — O(n²) overall. No CI gate exists to flag this class of
problem before merge.

**Proposed solution**

A static SQL-level checker that scans new migration files for known
dangerous patterns against known-large tables, producing structured
findings that are either baselined (suppressed) or fail the build.
Patterns detected: `DO $$ loop` mutations on large tables without a
same-migration support index, batched `LIMIT` mutations on large tables
missing a same-migration support index, unbounded full-table mutations
(no `WHERE` clause), and `CREATE INDEX` without `CONCURRENTLY` on large
tables.

**Alternatives considered**

Runtime instrumentation (only catches issues in production), advisory
locking in migrations (doesn't prevent the pattern), per-migration code
review (doesn't scale consistently).

**Roadmap alignment**

Defensive infrastructure / operational reliability — keeps migrations
from blocking production startups. Not a user-facing feature.

## What Changed

- **`packages/db/package.json`** — extended `check:migrations` script to
run `check-migration-safety.ts` after the existing numbering check
- **`packages/db/src/check-migration-safety.ts`** — new static checker:
SQL pattern matching, rule detection for four dangerous patterns,
baseline diffing, and structured exit with findings summary
- **`packages/db/src/migration-safety-baseline.ts`** — baseline of all
existing historical findings (suppressed from failing the gate); new
migrations matching these patterns without a baseline entry will fail
- **`packages/db/src/table-size-estimates.ts`** — rough table size
estimates from the local dev database; drives `isKnownLargeTable()` used
by the safety rules
- **`packages/db/src/check-migration-safety.test.ts`** — Vitest coverage
for the O(n²) backfill failure mode, suppression via baseline, and each
rule type

## Verification

```bash
# Run the migration safety checker directly
cd packages/db
tsx src/check-migration-safety.ts

# Run tests
cd packages/db
npx vitest run src/check-migration-safety.test.ts

# Run the full migration check gate (numbering + safety)
cd packages/db
pnpm run check:migrations
```

- Tests cover the core O(n²) backfill pattern (the motivating incident),
baseline suppression, and all four rule types
- `check:migrations` now exits non-zero for any new unbaselined
large-table migration risk pattern

## Risks

- **False positives:** Table-size estimates are from a local dev
database snapshot — a table small in dev but large in production would
be missed. Best-effort heuristic.
- **Baseline drift:** If a baselined finding's SQL changes
significantly, the baseline ID (content-hash-based) will no longer match
and the finding will re-surface. Intentional but may surprise authors
doing incremental fixes.
- **SQL parsing limitations:** Regex-based pattern matching rather than
a full AST parser — complex SQL may not be detected. Acceptable for an
initial gate.
- **Low risk to existing behavior:** The gate only fails on *new*
findings not present in the baseline. All existing migrations are
baselined.

## Model Used

- **Provider:** Anthropic
- **Model ID:** `claude-sonnet-4-6`
- **Context window:** 200K
- **Tool use:** yes (file reading, bash, git operations)
- **Reasoning mode:** standard (no extended thinking)

## 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
- [ ] 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>
2026-07-07 01:43:12 +00:00