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f987f95d6a fix(cli): guard service install against a missing managed shim (#13985)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `paperclipai` CLI can run Paperclip as a background service
(launchd on macOS, a systemd user unit on Linux), and that service
definition always launches the managed-install shim
> - #12148 made onboarding create the managed install first
(`ensureServiceShim()`), or refuse with a repair path, when the shim
does not exist
> - The standalone `paperclipai service install` command never got that
guard: it calls `manager.install()` directly, reports `installed: true`,
and leaves the supervisor crash-looping on a missing binary (for example
after a global npm install)
> - This pull request runs the same onboarding guard in `service
install` before any service definition is written
> - The benefit is that `service install` either produces a service that
can start, or fails with the same repair instructions onboarding gives,
and never reports success for a service that cannot run

## Linked Issues or Issue Description

- Fixes: #13841
- Refs #12148 (the onboarding-path fix this extends), #11755 and #11620
(related global-npm / service issues, not addressed here)

## What Changed

- `cli/src/onboard-service.ts`: moved the existing onboarding shim
guard, unchanged, into an exported `ensureServiceShim()` so both entry
points share it. It takes an optional `installIfMissing` flag that
defaults to `true`, so onboarding behaves exactly as before. When only
the shim is missing (a managed install is recorded and its current
payload is still present), the guard now runs the installer's existing
`smokePayload()` check (the payload must run and report its recorded
version), then rewrites the shim in place with the existing
`writeManagedShim()` instead of reinstalling. A payload that fails the
check gets no new shim; the command stops with the repair hint. The
recorded version and update channel stay unchanged, with no download and
no payload pruning. Otherwise the existing onboarding fallback
(reinstall the recorded git revision, or install this CLI's release
version) is unchanged.
- `cli/src/commands/service.ts`: `service install` now calls
`ensureServiceShim()` after the service manager is resolved and before
`manager.install()`. If the shim cannot be made available, the command
throws `Background service not installed: <reason>. Run \`paperclipai
install\`, then \`paperclipai service install\`.` (exit code 1) and
writes no service definition.
- With `--json`, the command only checks for the shim and does not start
a managed install. `installCommand()` prints progress to stdout, which
would corrupt the machine-readable result. JSON callers get a clean
non-zero exit with the repair hint; interactive callers get the same
behavior as onboarding (create the managed install, then the service).
The JSON output shape and all existing flags are unchanged.
- Docs: no change needed. `doc/INSTALLING.md` already says the service
uses the managed-install shim; this makes the command enforce that.
- Tests: a new command-level test (`service-install-command.test.ts`)
and one `ensureServiceShim` case in `onboard-service.test.ts`.

## Verification

- `pnpm exec vitest run
cli/src/__tests__/service-install-command.test.ts` on unmodified
`master` (efce9356): 3/3 tests fail (the guard is never called, and the
missing-shim command resolves instead of rejecting). With this change:
pass.
- `pnpm exec vitest run
cli/src/__tests__/service-install-command.test.ts
cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/service-health-check.test.ts`: 36/36 pass.
- The tests cover: the guard runs before `manager.install` (call order);
`--no-start-now` / `--no-start-on-login` are still forwarded;
`installed: true` JSON is printed only on success; a failed guard
rejects with the repair message, never calls `manager.install`, and
prints nothing; `--json` uses check-only mode; check-only mode never
calls `installCommand`; with a managed payload present, the repair
smoke-tests the payload, then restores the shim in place without calling
the installer, and rechecks the executable; a payload that fails the
smoke test gets no shim and no reinstall.
- `pnpm --filter paperclipai typecheck` and `pnpm --filter paperclipai
build`: pass.
- Repo-wide `pnpm -r typecheck` and `pnpm build` stop at the unchanged
`paperclip-runner` package because `cargo` is not installed locally.
They fail the same way on unmodified `master`, so CI is the authority
there.
- `pnpm test:run` locally: 32 server failures. 30 reproduce on
unmodified `master` (AI-connection/auth and worktree-provisioning
cases). The other 2 pass when run alone on both `master` and this
branch. None are in `cli/`.
- Manual check for reviewers: with no `~/.local/bin/paperclipai`,
`paperclipai service install --json` now exits 1 with the repair hint
and writes no LaunchAgent/unit. Without `--json`, it creates the managed
install first, then the service.

## Risks

- Low risk. Behavior changes only when the managed shim is missing,
which is exactly the case that used to produce a crash-looping service.
- Behavior shift: in that case, `service install --json` now fails
instead of reporting a service that cannot start. Scripts that relied on
the old false success will see exit code 1 and the repair instructions.
- Onboarding is unchanged. The guard body moved into a named function,
and onboarding calls it with the same defaults.

> 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

- Implementation and tests: OpenAI Codex, model `gpt-6-astra` (agentic
coding with tool use and code execution; context window not reported by
the runtime).
- Plan critique before implementation: OpenAI `gpt-5.6-sol` at high
reasoning effort (read-only).
- Coordination, scoping and PR description: Anthropic Claude Opus 5.5
(`claude-opus-5-5`, 1M context, tool use).
- Independent code review of the exact head: Anthropic `claude-sonnet-5`
at medium effort (read-only), no findings.
- A human contributor directed the work and owns the change.

## 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-13 17:20:36 -07:00
fc5a30805e feat(cli): add managed install, update, and service lifecycle (#10045)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Operators need a predictable installation path that survives beyond
an ephemeral `npx` process
> - A durable installation needs an owned per-user payload store, stable
command shim, safe shell integration, and supported service lifecycle
> - Updates must preserve recoverability by backing up data, installing
side-by-side, verifying the new payload, and retaining rollback state
> - Bootstrap scripts and privileged service operations must fail closed
across download, filesystem, ownership, and consent boundaries
> - This pull request integrates managed install, update, rollback,
service, uninstall, doctor, bootstrap-installer, and runtime-serving
support into one workflow
> - The benefit is a recoverable, inspectable, and documented
installation lifecycle with explicit safety boundaries across Linux,
macOS, containers, WSL, npm, npx, and source checkouts

## Linked Issues or Issue Description

### Problem

Paperclip lacks a first-class durable installation and lifecycle
workflow. Operators currently have to assemble npm/npx installation,
PATH setup, background-service management, updates, rollback,
diagnostics, and uninstall behavior themselves. That makes upgrades
harder to recover, creates inconsistent behavior across platforms, and
leaves shell/download/service trust boundaries without one documented
implementation.

### Proposed Solution

Add a managed per-user install store and stable shim, a verified shell
bootstrap installer, service lifecycle commands, install-mode-aware
update/rollback behavior, doctor checks, and documentation. Managed
updates back up the database, install and smoke-test a side-by-side
payload, atomically switch `current`, and retain prior payloads. The
shell installer pins registry/download trust boundaries and requires
explicit consent for non-interactive privileged actions.

### Alternatives Considered

- Keep recommending `npx`: simple for evaluation, but ephemeral and
unsuitable for stable services, atomic updates, or rollback.
- Require global npm installation only: familiar, but cannot provide the
owned side-by-side payload store and retained rollback semantics.
- Split the capability across multiple PRs: rejected because install,
update, service, uninstall, bootstrap, and serving behavior share
contracts and security boundaries that need review together.

### Related Pull Requests

- Supersedes #10042 and #10044 with one integrated final diff.
- Incorporates and replaces the closed preparatory work in #10032 and
#10034.

## What Changed

- Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall,
service lifecycle, onboarding integration, and managed-install doctor
checks.
- Added a private managed payload store, verified manifest/marker
ownership, exclusive mutation locks, atomic manifest/current/shim
writes, retained previous payloads, and provenance validation.
- Added npm and GitHub-ref install sources with exact target resolution,
registry isolation, database backup, side-by-side verification, atomic
activation, service restart coordination, and failure rollback.
- Made managed-update backups report actionable service-start and
`--no-backup` recovery guidance for unreachable databases, while clean
never-onboarded instances skip an empty backup.
- Added systemd user and launchd service definitions, status/health/log
commands, single-instance coordination, stale-port recovery, and
explicit sudo/lingering consent handling.
- Added the `scripts/install.sh` bootstrap path with checked two-stage
downloads, pinned public npm registry usage, platform checks,
dry-run/non-interactive controls, and Docker fixtures.
- Added embedded Postgres/native bootstrap integration,
hot-restart/systemd-notify serving support, passive update notices,
configuration contracts, README/CLI/install documentation, and focused
regression tests.
- Security re-review should explicitly re-verify: (1)
`addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or
non-regular rc files, assert current-user ownership, preserve
restrictive modes, and replace atomically; (2) managed shim replacement
rejects unsafe parents, foreign-owned or multiply linked files, and uses
checked atomic replacement; (3) the shell installer and sudo path
preserve explicit consent and checked downloads; and (4) installed
service/runtime serving remains bound to the validated managed shim and
instance configuration.

## Verification

- `bash -n scripts/install.sh scripts/clean-install-git.sh
scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh`
- `pnpm exec vitest run cli/src/__tests__/install-store.test.ts
cli/src/__tests__/install-command.test.ts
cli/src/__tests__/managed-install-check.test.ts
cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/service-health-check.test.ts
cli/src/__tests__/service-manager.test.ts
cli/src/__tests__/update-command.test.ts
cli/src/__tests__/update-notice.test.ts
packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests
passed
- `pnpm --dir cli typecheck`
- `pnpm --dir cli build`
- Follow-up verification: `pnpm exec vitest run
cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli
typecheck`, `pnpm --dir cli build`, and `pnpm --filter
@paperclipai/server typecheck`.
- `pnpm -r typecheck`
- `pnpm build`
- Full `pnpm test:run` exercised all suites; an injected static AWS
credential changed one unrelated doctor expectation, which passed when
those credentials were removed. A second run cleared that case and
exposed stale pre-existing adapter-utils `dist` output; rebuilding
`@paperclipai/adapter-utils` made the isolated test pass. The updated PR
CI is the authoritative clean-workspace full-suite run.

## Risks

- Installer/update code writes executable shims, symlinks, shell rc
blocks, service definitions, and managed payloads; ownership,
regular-file, symlink, hard-link, marker, and path-containment checks
fail closed before destructive changes.
- The bootstrap installer executes downloaded tooling; downloads are
staged and checked before execution, npm traffic is pinned to the public
registry, and non-interactive privileged behavior requires explicit
consent.
- Linux lingering may invoke `sudo`; the command is surfaced and
confirmed before execution, and unsupported service managers fall back
to foreground-run guidance.
- Database migrations remain forward-only; payload rollback does not
reverse migrations, so managed updates create a backup before activation
unless explicitly disabled.
- Service restart and runtime serving touch process/port ownership;
lifecycle locks, health/version checks, and stable-shim service
definitions reduce split-brain and stale-process risk.

> 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 coding agents using GPT-5.5 and GPT-5.6-sol, with
reasoning, repository/API access, shell execution, and test tooling. The
runtime did not expose a reliable context-window size.

## 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-31 18:52:23 -07:00