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Author SHA1 Message Date
Jannes StubbemannandClaude Opus 4.8 606e74d11f cloud_tenant: company-scoped tenants, never instance-admin (#7525)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies, and a
single server instance can host many companies.
> - The auth middleware (`server/src/middleware/auth.ts`) supports a
`cloud_tenant` mode where a trusted hosting proxy injects per-request
identity headers, designed originally for one-deployment-per-tenant
setups.
> - In that original setup, granting every cloud tenant the
`instance_admin` role was harmless; on a **shared, multi-tenant pool**
it means any paying tenant is admin of the whole instance and can reach
every other tenant's data.
> - A tenant only needs to own its own company — which it already gets
via the company membership the same code path upserts — so
instance-level admin is never appropriate for `cloud_tenant` actors.
> - This PR removes the `instance_admin` grant from the cloud-tenant
path and pins `isInstanceAdmin: false` on the resolved actor.
> - Greptile review then surfaced a follow-up gap: deployments that ran
the pre-hardening build still have stale `instance_admin` rows in
`instance_user_roles`, which other lookups (BetterAuth session path,
board API keys, and the authorization service's own DB re-check) would
still honor.
> - The follow-up commit closes that gap by purging stale rows at the
cloud-tenant auth boundary and by teaching the authorization service
that `cloud_tenant` actors are never instance admins.
> - The benefit is that shared-pool hosting becomes structurally safe:
tenants are company-scoped owners, never instance admins — including on
deployments upgrading from the older behavior.

## Linked Issues

- Refs #966 — managed SaaS multi-tenant hosting is the deployment shape
this hardening protects.
- Refs #5015 — same problem space: instance-admin-scoped credentials are
too broad for multi-company instances; tenants need company-scoped
access.

Neither issue is fully closed by this PR; it removes the instance-admin
grant from the `cloud_tenant` trusted-header path specifically.

## What Changed

- `server/src/middleware/auth.ts`
- Removed the `instanceUserRoles` insert that granted every cloud tenant
`instance_admin`; `resolveCloudTenantActor` now returns
`isInstanceAdmin: false` (was `true`).
- `resolveCloudTenantActor` now **deletes** any stale `instance_admin`
row for the authenticated tenant user on every trusted-header request,
so grants left behind by pre-hardening deployments are purged at the
source (closes the Greptile P2: stale rows could otherwise re-elevate
the user via the BetterAuth session path, board API keys, or the
authorization service).
  - The function is `export`ed so it can be unit-tested directly.
- `server/src/services/authorization.ts`
- `authorizationService` previously re-checked `instanceUserRoles` from
the DB regardless of the actor flag, which would have elevated even
hardened `cloud_tenant` actors while a stale row lingered. Actors with
`source === "cloud_tenant"` are now never elevated to instance admin;
other board actors keep the existing lookup.
- `server/src/services/authorization.ts` +
`server/src/middleware/auth.ts` (follow-up commit `dc57a71c7`)
- CI on the merge ref surfaced that elevation removal alone strands real
cloud tenant users: board actors only ever reached `issue:read` /
`issue:mutate` through instance-admin elevation (`permissionForAction`
maps both to no grant key). `decide()` now grants `cloud_tenant` actors
with an **active membership in the resource company** the same read
surface as a same-company agent (`agent:read`, `company_scope:read`,
`issue:read`, `project:read`) plus `issue:mutate` for non-viewer members
— cross-company access stays denied (new `allow_company_member` reason).
- `resolveCloudTenantActor` seeds the standard role-default permission
grants (`ensureHumanRoleDefaultGrants`) so granted actions (e.g.
`tasks:assign`, `agents:create` for owners) work without elevation.
- Master-side route tests that stubbed cloud tenant actors with
`isInstanceAdmin: true` now seed a real membership and assert under the
hardened contract (`issue-identifier-routes`,
`multilingual-issues-routes`, `issue-comment-redaction`).
- Tests
- `server/src/middleware/cloud-tenant-actor.test.ts` (new): cloud tenant
is never instance-admin, is scoped to exactly the one company from its
stack, still upserts user/company/membership, purges stale
`instance_admin` rows, returns null without the server token, and maps
non-owner stack roles without elevating.
- `server/src/__tests__/auth-session-route.test.ts`: end-to-end
middleware regression — a user with a stale `instance_admin` row stops
being elevated via the session path once they authenticate through the
cloud-tenant path (with a control assertion showing the pre-purge
elevation).
- `server/src/__tests__/authorization-service.test.ts` (embedded
Postgres): a `cloud_tenant` actor with a stale `instance_admin` row in
the real DB cannot cross company boundaries, while a `session` actor
with the same row still resolves `allow_instance_admin`.

## Verification

Run from the repo root after `pnpm install --frozen-lockfile`:

```bash
cd server
npx vitest run src/middleware/cloud-tenant-actor.test.ts src/__tests__/auth-session-route.test.ts
# 9 tests passed
npx vitest run src/__tests__/authorization-service.test.ts
# 16 tests passed (embedded Postgres)
pnpm typecheck
# clean
```

Also ran the broader auth-related suites locally (`auth-routes`,
`authz-company-access`, `better-auth`, `adapter-routes-authz`,
`express5-auth-wildcard`): 8 files, 58 tests, all passing.

## Risks

- **This touches authentication and authorization paths directly.**
Mistakes here are security bugs in both directions; review accordingly.
- **Behavioral change for existing `cloud_tenant` deployments:** tenants
that previously (incorrectly) had instance-admin lose it — including the
ability to see/manage other companies on the instance. This is the
intended hardening, but any single-tenant deployment that relied on the
cloud-tenant identity for instance administration must provision a
separate admin identity.
- **The purge is destructive by design:** if an operator's
instance-admin identity is *also* provisioned through the cloud-tenant
headers (same user id), its `instance_admin` row will be deleted on the
next trusted-header request. Operators should hold admin through a
non-cloud-tenant identity.
- **Residual gap (documented, not fixed here):** a deployment that ran
the old cloud_tenant build and then *disabled* cloud-tenant mode keeps
stale rows until the affected user re-authenticates through the cloud
path. A data migration was considered and deliberately avoided: there is
no reliable SQL predicate for "cloud-tenant-provisioned user" (no source
column), so a migration risks deleting legitimate admins.
- No schema or migration changes; no UI changes.

## Model Used

- Claude Fable 5 (claude-fable-5, 1M context), extended thinking + tool
use, via Claude Code — this revision; original PR authored in an earlier
Claude Code session.

## 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 (none duplicate this; related issues Refs #966 / #5015 are
linked in the issue section)
- [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 (no UI changes)
- [x] I have updated relevant documentation to reflect my changes (no
existing docs reference `cloud_tenant` mode)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-11 17:59:32 -07:00
Dotta 7fb40264f8 [codex] Revert PR #7678 (#7765)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue comment wake handoffs are part of the control-plane execution
loop that decides when agents resume work after comments and issue
updates.
> - PR #7678 changed that wake handoff behavior in server issue routes,
heartbeat context, and related tests.
> - The change broke an important workflow after merge, so the safest
immediate fix is to restore the pre-#7678 wake behavior.
> - This pull request reverts the wake-handoff behavior from PR #7678
while keeping narrow review-requested safeguards that prevent known
runtime/test regressions.
> - The benefit is that Paperclip returns to the last known working wake
behavior without reintroducing avoidable UUID skill lookup and
annotation-resolution test gaps.

## Linked Issues or Issue Description

Refs: #7678

Bug context:
- What happened: PR #7678 was reported to have broken an important
Paperclip workflow after it merged.
- Expected behavior: Paperclip should preserve the prior issue comment
wake handoff behavior until a corrected change is ready.
- Steps to reproduce: Use the workflow affected by PR #7678's issue
comment wake handoff changes.
- Paperclip version/commit: `master` after merge commit
`4da79a88c67e54084d40bd18cada5ee5c8be23da`.
- Deployment mode: Paperclip control-plane server behavior.

## What Changed

- Reverted merge commit `4da79a88c67e54084d40bd18cada5ee5c8be23da` from
PR #7678 to restore pre-#7678 wake-handoff behavior.
- Preserved the safe accepted-plan routing check so `parseObject(...)`
is not used as a boolean.
- Preserved UUID filtering for run-scoped skill mentions so legacy
non-UUID skill IDs do not reach a Postgres UUID lookup.
- Restored the annotation thread-resolution test guard that verifies
resolving a thread does not wake the assignee.

## Verification

- `pnpm run preflight:workspace-links && NODE_ENV=test
PAPERCLIP_HOME=/tmp/... PAPERCLIP_INSTANCE_ID=pap10614-revert
TMPDIR=/tmp/... pnpm exec vitest run --project @paperclipai/server
--no-file-parallelism --maxWorkers=1
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts`
- Result: 4 test files passed, 26 tests passed.
- Earlier targeted revert verification also passed: 4 test files, 50
tests.

## Risks

- This intentionally restores behavior from before PR #7678, so intended
wake-handoff improvements from that PR are removed.
- The PR is no longer a byte-for-byte revert because Greptile identified
two narrow safeguards worth preserving.
- Low migration risk: no schema or dependency changes are included.
- Follow-up work may still be needed to reintroduce the desired wake
handoff behavior without the regression.

## Model Used

OpenAI Codex, GPT-5 coding agent in this Paperclip heartbeat, with
shell/tool execution and repository write access.

## 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 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] 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
2026-06-08 10:35:58 -05:00
DottaandPaperclip 4da79a88c6 [codex] Refine issue comment wake handoffs (#7678)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat and issue-comment routes decide when an assigned agent
wakes up and what context it receives.
> - Passive comments and annotation notes can currently wake assignees
even when no actionable state changed.
> - Accepted planning confirmations also need to preserve recent plan
comments so child-issue creation does not lose board/user constraints.
> - Runtime skill mentions should only send UUID ids into database
lookups, because legacy slug-like ids are not valid runtime skill ids.
> - This pull request tightens those wake and handoff rules in one
server-side branch.
> - The benefit is fewer noisy agent wakeups and better accepted-plan
continuation context without changing the task model.

## Linked Issues or Issue Description

Internal Paperclip task: [PAP-10535](/PAP/issues/PAP-10535).

Problem or motivation:
Passive comments and annotation notes could wake the current assignee
even when no actionable state changed, and accepted plan continuations
needed recent plan comments preserved in the wake handoff. Runtime skill
mentions also needed to ignore non-UUID ids before database lookup.

Proposed solution:
Tighten server-side wake routing so passive comments do not wake
assignees unless they reopen the issue, preserve mention-targeted
wakeups, include recent non-deleted plan comments in accepted
confirmation wake payloads, and guard runtime skill mention lookup to
UUID-like ids.

Alternatives considered:
Leaving passive assignee wakeups in place was rejected because it keeps
generating noisy non-actionable heartbeats. Treating every skill
mention-like token as a runtime skill id was rejected because legacy
slug-like ids are not valid runtime skill ids.

Roadmap alignment:
This aligns with the V1 control-plane heartbeat contract by making
wakeups more intentional and preserving handoff context for approved
plans.

This PR was split from the local `master` branch on June 7, 2026. It
covers server-side heartbeat and comment-wakeup behavior only. I
searched GitHub for duplicate/related PRs; the results were broader
heartbeat/run PRs, not this exact passive-comment and accepted-plan
handoff change.

## What Changed

- Filter runtime skill mention extraction so only UUID-like skill ids
are looked up.
- Stop ordinary issue comments and document annotation comments from
waking the current assignee unless the comment reopens the issue.
- Keep mention-targeted wakeups intact while removing passive assignee
wakeups.
- Include recent non-deleted issue comments in accepted-plan
confirmation wake payloads and task markdown.
- Updated focused server tests for the new wakeup and accepted-plan
behavior.

## Verification

- `git diff --check origin/master..HEAD`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issue-comment-redaction.test.ts`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
server/src/__tests__/issue-comment-redaction.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts`
- `pnpm --filter /server typecheck`
- PR checks green on head `a379a0264d384510ff8ac4a47fb1e44d7b556f68`
- Greptile rerun green on head
`a379a0264d384510ff8ac4a47fb1e44d7b556f68`: 9 files reviewed, 0 comments
added, 0 unresolved review threads

## Risks

- Medium behavioral risk: agents will no longer wake for passive
comments unless mentioned or unless the comment reopens/resumes the
issue. That is intentional, but any workflow relying on passive assignee
comment wakeups should use explicit mentions or structured resume paths.
- Low migration risk: no schema or migration changes.

> 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 agent based on GPT-5, with shell, git, GitHub CLI,
and local test execution. Exact hosted model variant and context-window
size were 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 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] 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>
2026-06-07 06:24:48 -05:00
Dotta 7f70759e61 Redact deleted issue comments 2026-06-05 03:20:46 +00:00