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DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

## 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 (targeted/component checks;
full local-run limitations are recorded above)
- [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>
2026-10-06 11:48:53 -05:00
81f47e70a6 feat(secrets): thread the acting user into user-scoped secret resolution (#10115)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies
> - Its agents and adapters need to resolve secrets through the same
governed runtime path that checks ownership and company boundaries
> - This change fixes a gap where user-scoped secret resolution could
lose the acting-user context before adapter runtime startup
> - Without that context, a required user secret could fail closed with
responsible_user_missing even though an authenticated user was in scope
> - This PR threads the acting user into the user-scoped secret
resolution path and keeps the owner boundary explicit
> - The benefit is adapter runtime setup can resolve the right
credential without broadening access

## Linked Issues or Issue Description

Refs #8309 (related: agent secret_ref env drift and binding context)

No exact public GitHub issue for this specific behavior.

### Bug report

- Problem: two agent-management routes resolved user-scoped secrets
without an acting-user binding, so a required `user_secret_ref` could
not be resolved before runtime.
- Expected behavior: the authenticated acting user should be threaded
into user-scoped secret resolution so the owning user secret can be
selected safely.
- Actual behavior: adapter startup paths failed closed with
`responsible_user_missing` even though a user was already in scope.
- Steps to reproduce: configure an adapter test-environment or login
flow that depends on a user-scoped secret, then invoke it with an
authenticated user context that does not carry the acting-user binding
into runtime secret resolution.
- Impact: the adapter test-environment probe and login path cannot
start, so the runtime never reaches the work it was supposed to do.

## What Changed

- Added an actor secret-context helper so the server can derive
responsible-user context without inventing config-path or binding
allowlists.
- Added an explicit user-secret mediation mode for runtime config
resolution, with an owner-scoped path that resolves by definition plus
owner boundary and fails closed when an allowlist is present.
- Wired the adapter test-environment route to owner-scoped mediation
with an audit-only consumer and kept claude-login on the declared path
with its persisted agent identity.
- Added and updated tests for the factory, owner-scoped resolver mode,
and adapter route coverage.

## Verification

- `tsc --noEmit` clean
- Factory tests: `authz-secret-context` 5/5
- Service tests: `secrets-service-user-secret-owner-scoped` 5/5,
including fail-closed allowlist coverage and company-secret
non-regression
- Route tests: `agents-adapter-config-user-secret` 5/5, including
`responsible_user_missing` and `binding_missing` coverage
- Regression suites: `agents` + `secrets` 194/194

## Risks

- A regression in the owner-scoped mediation path could accidentally
loosen secret access if the audit consumer or allowlist guard changes.
- The change depends on the server-derived responsible user; if auth
context regresses, the system should fail closed with
responsible_user_missing.
- The new mediation mode adds a branch in runtime config resolution, so
future changes need to keep declared-mode behavior intact.

## Model Used

- OpenAI GPT-5 (Codex tool-use 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
- [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 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: Harold Kim <harold@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-23 13:30:26 -07:00
DottaandPaperclip b07b2994cc feat: stamp responsible users on activity logs (#9731)
## Thinking Path

> - Paperclip is the control plane people use to manage AI-agent
companies and their work
> - The activity log is the generic audit spine for mutations across the
control plane
> - Activity rows identify agents and runs, but they do not persist the
responsible human upstream
> - Relying only on run joins loses attribution after run pruning and
misses agent API-key actions outside a run
> - This pull request resolves responsible-user attribution when each
activity row is written and stores it directly
> - The benefit is durable, queryable agent audit feeds without
rewriting historical provenance

## Linked Issues or Issue Description

### Problem or motivation

Agent activity records do not persist the responsible user, so
attribution can disappear when runs are pruned and no-run API-key
mutations cannot be attributed correctly.

### Proposed solution

Resolve attribution for each new activity row from the run, related
issue, active agent API key, or company default, in that order, and
persist the result directly.

### Alternatives considered

Read-time joins alone were rejected because pruned runs lose durable
attribution and out-of-run agent-key actions have no run to join.
Historical backfill was rejected because it would invent provenance.

### Roadmap alignment

This strengthens the durable audit-trail direction described in
`ROADMAP.md` without adding a new product surface.

## What Changed

- Added nullable `activity_log.responsible_user_id` plus
company/agent/time and company/responsible-user/time indexes.
- Added an idempotent forward-only migration with no historical
backfill.
- Added centralized write-time resolution: heartbeat run → issue
attribution → active agent API key → company default.
- Propagated authenticated API-key IDs through existing request-backed
`logActivity()` calls.
- Added unit coverage for every fallback and an embedded-Postgres
assertion for the no-run API-key stamping path.

## Verification

- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/activity-log-responsible-user.test.ts
src/__tests__/authz-company-access.test.ts`
- Initial focused verification: 25 tests passed; migration safety
passed.
- Follow-up regression verification: 54 focused
attribution/company-skill/environment/issue-tree/tool-gateway tests
passed; server typecheck passed.
- GitHub: full build, typecheck, server shards, serialized suites, e2e,
security, and policy checks passed.

## Risks

- Adding two indexes to an existing large table can hold a write lock
while the transactional migration runs. The migration safety
suppressions document why `CONCURRENTLY` is unavailable under the
current Drizzle migration runner.
- Historical rows remain nullable by design; this avoids inventing
provenance and keeps the migration forward-only.
- API-key attribution requires request-backed activity call sites to
pass the authenticated key ID; this PR mechanically updates the existing
actor-based activity calls and covers the no-run path with integration
testing.

> 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-5.4`; context-window size was not exposed by the
runtime. Medium reasoning with repository editing, terminal execution,
and test execution capabilities was used.

## 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>
2026-07-16 20:54:55 -05:00
Jannes StubbemannandClaude Opus 4.7 7f2ed0ad90 security(server): close cross-tenant existence oracle (404 instead of 403) (#3967)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - In a multi-tenant deployment, route handlers that take a resource id
(`issue`, `goal`, `project`, `approval`, etc.) look the resource up by
id and then call `assertCompanyAccess` on its `companyId` — 404 if it
doesn't exist, 403 if it exists in another tenant
> - The split status codes are a classic *existence oracle*: any
authenticated user can enumerate ids across tenants by probing for the
403/404 boundary, mapping out which issues, labels, approvals, etc.
exist in other customers' tenants even when they cannot read the
contents
> - The right fix is a single uniform 404 for both "not found" and
"found but cross-tenant", which collapses the oracle but still preserves
write-path checks (active membership, viewer-readonly) for *authorized*
tenants
> - This pull request adds a non-throwing `hasCompanyAccess(req,
companyId)` helper plus a `getAccessibleResource` wrapper that ~130
handlers across 14 route files now use, folding the access check into
the existence check while still running `assertCompanyAccess` for
authorized tenants so viewer-readonly / inactive-membership rejections
fire unchanged on write paths
> - The benefit is closing a multi-tenant information leak without
breaking write-path security or single-tenant local-first behavior

## Linked Issues or Issue Description

Refs #709 — asks for company-scope regression coverage across
approval/activity/access routes, because a subtle route refactor could
leak cross-tenant data; this PR hardens exactly those surfaces (uniform
404 across 14 route files including `approvals`, `activity`, `secrets`)
and updates cross-tenant expectations in test files. It does not add the
full coverage matrix #709 asks for — hence Refs, not Closes.

No existing issue covers the oracle itself — described in-PR:

- Route handlers returned 404 for "not found" but 403 for "exists in
another tenant", a classic *existence oracle*: any authenticated user
could enumerate ids across tenants by probing the 403/404 boundary.
- That maps out which issues, labels, approvals, etc. exist in other
customers' tenants even when their contents are unreadable.
- Fix: a uniform 404 for both cases, while keeping write-path checks
(active membership, viewer-readonly) for authorized tenants.

## What Changed

- **`server/src/routes/authz.ts`** — new `hasCompanyAccess(req,
companyId): boolean` helper alongside the existing
`assertCompanyAccess`. Docstring spells out the two-step pattern (404
gate, then `assertCompanyAccess` for write-path checks). The helper
mirrors `assertCompanyAccess`'s company-scope semantics exactly — in
particular, signed-in instance admins do **not** get blanket access to
companies they are not a member of (the repo's `authz-company-access`
tests pin that behavior for `assertCompanyAccess`; an earlier draft of
the helper accidentally widened it for reads).
- **`getAccessibleResource(req, res, lookup, notFoundMessage)`** — the
safe thing is now the easy thing. One helper wraps the whole pattern
(uniform 404 for missing/cross-tenant, then `assertCompanyAccess` for
write-path membership checks) and ~130 handlers across 14 route files
use it:
  ```ts
const goal = await getAccessibleResource(req, res, svc.getById(id),
"Goal not found");
  if (!goal) return;
  ```
Files: `activity`, `agents`, `approvals`, `assets`, `costs`,
`environments`, `execution-workspaces`, `file-resources`, `goals`,
`issue-tree-control`, `issues`, `projects`, `routines`, `secrets`.
Handlers with bespoke not-found behavior (the legacy `200 []` contract,
audit-logged denials in `file-resources`, null-returning authz helpers)
compose `hasCompanyAccess` directly using the documented two-step
pattern:
  ```ts
// step 1: close the oracle (uniform 404 for both not-found and
cross-tenant)
  if (!existing || !hasCompanyAccess(req, existing.companyId)) {
    res.status(404).json({ error: "Goal not found" });
    return;
  }
// step 2: enforce write-path membership checks for authorised tenants
(no-op on GET)
  assertCompanyAccess(req, existing.companyId);
  ```
Routes where `companyId` comes from *request input*
(`req.params.companyId`, `req.body.companyId`, e.g. in `companies.ts`
and `plugins.ts`) deliberately retain plain `assertCompanyAccess` —
there's no existence oracle to close because the companyId is an input,
not a discovered value.
- **Full-sweep coverage** — a scripted audit of every
`assertCompanyAccess(req, <resource>.companyId)` call site in
`server/src/routes/` found ~55 lookup-then-assert pairs the first pass
missed; all are now gated. Notable ones: the
`/secret-provider-configs/:id` CRUD routes, the agents
instructions-bundle/config-revision/skills-sync routes (which check
access via the `assertCanUpdateAgent` / `assertCanReadAgent` /
`assertCanManageInstructionsPath` helpers), `POST
/heartbeat-runs/:runId/watchdog-decisions`, `GET
/issues/:id/cost-summary`, the environment + environment-lease GET
routes, all six issue-tree-control routes, ~24 issue sub-resource routes
(document annotations, interactions, approvals links, recovery actions,
plan decompositions, lock/unlock), and the three workspace file-resource
routes (these throw `notFound` instead of `forbidden` inside their
audit-logging wrappers, so denied attempts are still activity-logged
server-side while the client sees a uniform 404).
- **Helpers made self-defending** — `assertCanUpdateAgent` /
`assertCanReadAgent` / `assertCanManageInstructionsPath` (agents) and
`assertCanManage{Project,Execution}WorkspaceRuntimeServices` throw
`notFound` for cross-tenant resources before their `assertCompanyAccess`
step, so a future caller that forgets the route-level gate still can't
reopen the oracle.
- **Pattern enforcement** — new `authz-existence-oracle-guard.test.ts`
statically scans `server/src/routes/*.ts` and fails CI on any
`assertCompanyAccess(req, <resource>.companyId)` call that is not
preceded by a `hasCompanyAccess` gate, with an explicit allowlist (plus
staleness check) for the request-input cases. New routes that regress to
the 403/404 split fail the suite with a message pointing at the
documented pattern.
- **Tests** — cross-tenant expectations updated from 403→404 where
routes are now gated; new `hasCompanyAccess` unit tests in
`authz-company-access.test.ts` pin the
instance-admin/local-implicit/agent/none semantics in lockstep with
`assertCompanyAccess`; `write-path-membership.test.ts` (added in an
earlier round) confirms viewer/inactive users are still rejected on
writes.
- **One legacy-contract preserve** — `GET /heartbeat-runs/:runId/issues`
still returns `200 []` for both "doesn't exist" and "cross-tenant" so
the legacy contract is preserved while the oracle stays closed.

## Verification

- `pnpm run typecheck` — PASS.
- `pnpm -F @paperclipai/server exec vitest run` — full server suite
green locally apart from 4 pre-existing local-environment failures
(`paperclip-skill-utils` ×2 and `workspace-runtime` ×1 are
cwd/git-environment dependent — verified identical on a clean checkout
of the base; `heartbeat-process-recovery` is the known macOS flake).
- The new `authz-existence-oracle-guard` test sweeps
`server/src/routes/*.ts` and confirms no remaining
`assertCompanyAccess(resource.companyId)` site without a
`hasCompanyAccess` gate; the only allowlisted holdouts take `companyId`
from request input.

## Risks

- **API contract narrowing.** Any client that specifically checked for
`403` on cross-tenant access now sees `404`. This is a strict narrowing
(one status instead of two for the same negative outcome) and matches
what a client should expect for any id it can't access.
- **Write-path checks preserved.** `assertCompanyAccess` still runs
after the 404 gate on write routes, so viewer-readonly /
inactive-membership rejections fire unchanged for legitimate users.
- **Instance-admin scope unchanged.** `hasCompanyAccess` denies
signed-in instance admins without an explicit membership, exactly like
`assertCompanyAccess` (pinned by unit tests) — so the gate introduces no
new read access for admins.
- **Single-tenant local-first deploys** behave identically — the helper
short-circuits to `true` for `local_implicit` sessions.
- No new env vars, no deployment-mode switch.

## Model Used

Claude Opus 4.7 (1M context), extended thinking mode; completeness sweep
+ instance-admin parity fix by Claude Fable 5 (1M context).

## Checklist

- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] Thinking path traces from project context to this change
- [x] Model used specified
- [x] Checked ROADMAP.md — part of the multi-tenant hardening initiative
- [x] Tests run locally and pass
- [x] Added/updated cross-tenant 404 expectations across test files
- [x] No UI changes
- [x] Documented risks above
- [x] Will address all Greptile and reviewer comments before merge

Part of the multi-tenant hardening initiative — see also #5864
(per-company JWT keys) and #5865 (plugin tables `company_id`).

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-07-14 15:53:09 -07:00
DottaandPaperclip cfa5e0704e feat(mcp) [split 3/8]: add tool access policy core (#9558)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 3/8 and focuses on tool-access policy and
authorization core
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: Authorization, OAuth binding, secret projection, content
guards, and policy evaluation need a security-reviewable server
boundary.
- Proposed solution: Adds tool-access services/routes/tests plus the
runtime service dependencies directly imported by the core, without
registering the routes in the application.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/02-schema-shared`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: SecurityEngineer for authz, OAuth, secrets, and
content guards; Greptile on every PR.

## What Changed

- Adds tool-access services/routes/tests plus the runtime service
dependencies directly imported by the core, without registering the
routes in the application.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck`
- Focused server Vitest run — 4 files, 143 tests passed

## Risks

- Authorization bugs could permit cross-company or over-broad tool
access; the PR remains inert until PR 4 wiring and requires dedicated
security review.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

> 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, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools enabled.

## 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] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [x] My branch name describes the change 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


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 14:22:39 -05:00
ad961227f5 feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.

## Linked Issues or Issue Description

Refs #224
Refs #6057

This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.

Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.

## What Changed

- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.

## Verification

- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.

## Risks

- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.

> 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-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
reasoning mode are 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
- [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 Opus 4.8 <noreply@anthropic.com>
2026-07-05 05:58:20 -05:00
Devin FoleyandPaperclip 04173b341d fix: resolve secret refs before sandbox draft probes (#8256)
## Thinking Path

> - Paperclip is the control plane operators use to manage agent
execution environments, including plugin-declared sandbox providers.
> - The failing user path here was `Test draft` for an unsaved sandbox
environment using a schema field marked `format: "secret-ref"`.
> - Saved environments already resolve secret refs before provider use,
but the unsaved probe path was forwarding the selected secret UUID
directly to the provider, which made Novita draft probes fail.
> - Fixing that safely required a probe-only secret resolution path with
explicit actor authorization and audit context, because an unsaved draft
has no persisted environment binding to authorize against.
> - Once that was fixed, CI and review surfaced follow-up hardening
work: preserve actor source through the draft-probe path, prevent late
heartbeat finalization from overwriting already-terminal runs, avoid
duplicate successful-run handoff wakes for comment-driven runs, make SSH
git ref updates tolerate concurrent managed-runtime restores, and keep
the skills catalog build from failing on transient GitHub errors for
pinned references.
> - The result is that Novita draft probes now behave like saved
environments, the new secret access path is constrained and audited, and
the PR is green end-to-end with Greptile at 5/5.

## Linked Issues or Issue Description

No matching public GitHub issue was found after searching open and
closed Paperclip issues for `novita`. Related PR search found
[#8255](https://github.com/paperclipai/paperclip/pull/8255), but it
addresses Novita/dev-SDK linking rather than this draft probe bug.

Bug summary:
- What happened?
When a board user configured a sandbox environment backed by a
schema-driven plugin provider such as Novita, selecting an existing
company secret for `apiKey` and clicking `Test draft` failed because the
probe received the secret UUID instead of the resolved secret value.
- Expected behavior
`Test draft` should resolve secret-ref fields before calling the
provider probe, just like the saved runtime path does.
- Steps to reproduce
  1. Open `Company Settings -> Environments`.
2. Create or edit a `Sandbox` environment using a provider with a
`format: "secret-ref"` field such as `Novita Agent Sandbox`.
  3. Select an existing company secret for `apiKey`.
  4. Click `Test draft`.
  5. Observe the probe failure before this patch.
- Paperclip version or commit
Reproduced on a local `master` dev checkout; fixed and verified on
branch commit `ed982d0c0`.
- Deployment mode
  Local dev (`pnpm dev`).
- Installation method
  Built from source (`pnpm dev` / `pnpm build`).
- Agent adapter(s) involved
Not adapter-specific in the core bug path; affects schema-driven sandbox
provider plugins such as Novita.
- Database mode
  Not database-related.
- Access context
  Board (human operator).
- Node.js version
  `v25.6.1`.
- Operating system
  `macOS 15.7.4`.
- Relevant logs or output
The user-visible failure was `Novita sandbox probe failed` during `Test
draft`.

## What Changed

- Resolved schema-marked secret-ref fields during unsaved sandbox
environment probes by adding a dedicated probe-time secret resolution
path in `environment-config.ts`.
- Passed `companyId` plus the full authenticated actor context into the
draft probe normalization route so secret resolution stays
company-scoped, authorized, and auditable.
- Hardened ephemeral secret resolution so unsaved probes require
`secrets:read`, preserve the original actor source (`local_implicit`,
`agent_jwt`, etc.), and emit usable audit metadata.
- Added a conditional heartbeat run-status update so late adapter
completions cannot overwrite runs that were already cancelled or
otherwise terminal.
- Skipped successful-run handoff synthesis for comment-driven wakes,
which removes the extra wake/run that was breaking
`heartbeat-comment-wake-batching`.
- Retried managed-runtime SSH git ref updates on concurrent ref-lock
races instead of failing the restore path.
- Reused the previous skills-catalog manifest entry when a pinned GitHub
reference fails with a recoverable transient error during CI catalog
generation.
- Added focused regression coverage for the draft probe, ephemeral
secret access, heartbeat handoff behavior, SSH ref-lock races, and
catalog fallback behavior.

## Verification

- `pnpm vitest run server/src/__tests__/environment-routes.test.ts`
- `pnpm vitest run server/src/__tests__/secrets-service.test.ts`
- `pnpm vitest run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts`
- `pnpm vitest run
server/src/services/recovery/successful-run-handoff.test.ts`
- `pnpm vitest run
server/src/__tests__/openclaw-gateway-adapter.test.ts`
- `pnpm exec vitest run packages/adapter-utils/src/ssh-fixture.test.ts
-t "merges concurrent remote commits through the managed runtime restore
path"`
- `pnpm exec vitest run
packages/skills-catalog/src/catalog-builder.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/skills-catalog build`
- `pnpm --filter @paperclipai/adapter-utils build`
- `gh pr checks 8256`
- Manual/live validation: the same fix was cherry-picked into the
running local dev checkout and the user re-tested the Novita `Test
draft` flow successfully after the server restart.

## Risks

- Low risk: the Novita-specific user-facing fix is isolated to unsaved
sandbox draft probes for plugin schema fields marked `format:
"secret-ref"`.
- The new ephemeral secret resolution path is intentionally stricter
than the original broken behavior; regressions would most likely show up
as denied draft probes rather than accidental secret exposure.
- The heartbeat, SSH, and catalog changes are all defensive; if they
regress, they should affect test/CI orchestration paths rather than
persisted company data.

## Model Used

- OpenAI Codex Local (`codex_local` in Paperclip). The runtime does not
expose the exact backend model ID in agent metadata. GPT-5-class coding
model with shell/tool use, repository editing, test execution, GitHub
review handling, and issue-thread coordination.

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] 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>
2026-06-18 07:48:09 -07:00
244a5b8002 fix(plugins): allow agent JWTs to access plugin tool endpoints (supersedes #3272, with regression tests from #5549) (#7480)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Plugin tools are how agents call into plugin-contributed
capabilities (`GET /api/plugins/tools`, `POST
/api/plugins/tools/execute`)
> - Those two routes previously required board-level authentication, so
agent-issued JWTs were rejected — agents couldn't actually use the very
tools the plugin system was built to expose to them
> - Two community PRs (#3272 by @nullEFFORT and #5549 by @aperim-agent)
independently fixed this, but both went stale against master and neither
could be merged as-is
> - This pull request lands #3272's authz-helper approach
(`assertBoardOrAgent`) rebased on current master, and adds the
regression test suite from #5549 adapted to #3272's symbol names
> - The benefit is agents can finally call plugin tools while preserving
the existing board-scoped checks for the rest of the plugin admin
surface

## What Changed

- Adds `assertBoardOrAgent(req)` helper in `server/src/routes/authz.ts`
— accepts either a board user or an agent JWT
- Applies `assertBoardOrAgent` (in place of `assertBoard`) on `GET
/api/plugins/tools` and `POST /api/plugins/tools/execute` so
agent-issued tokens can list and execute plugin tools
- Updates the file-level doc comment on `server/src/routes/plugins.ts`
to note the agent-accessible routes
- Adds `server/src/__tests__/plugin-routes-authz.test.ts` (118 lines, 34
cases) covering: agent JWT can list tools, agent JWT can execute within
its company scope, agent JWT is rejected when `runContext.companyId` is
outside its authenticated scope, agent JWT is rejected when
`runContext.agentId` does not belong to `runContext.companyId`, plus the
existing board/admin paths

## Verification

- \`pnpm vitest run server/src/__tests__/plugin-routes-authz.test.ts\` →
**34/34 passing** locally
- Diff vs master is exactly 3 files: \`authz.ts\` (+6), \`plugins.ts\`
(+5/-3), \`plugin-routes-authz.test.ts\` (+118). No other surfaces
touched.

## Risks

Low risk.

- Authorization is being *widened* on two specific routes (board → board
or agent), not narrowed elsewhere. Every other plugin admin route still
uses \`assertBoard\` / \`assertInstanceAdmin\` /
\`assertBoardOrgAccess\`.
- Agent JWTs already encode \`companyId\` and \`agentId\`; the existing
\`validateToolRunContextScope\` queue still enforces that an agent
cannot execute a tool against a different company or impersonate another
agent. Regression coverage for both is included.
- No schema, migration, or wire-protocol changes.

## Model Used

- Claude (Anthropic), \`claude-opus-4-7\` via Claude Code, extended
thinking enabled, tool use enabled.

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A, server-only change
- [x] I have updated relevant documentation to reflect my changes
(file-level doc comment on \`plugins.ts\`)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

## Provenance / credit

This PR supersedes two community PRs that addressed the same agent-JWT
plugin-tools authz gap:

- **#3272 by @nullEFFORT** — original \`assertBoardOrAgent\` helper and
the two route changes. \`fix: allow agent JWTs to access plugin tool
endpoints\` (commit \`6991380\`) is cherry-picked here with author
attribution preserved.
- **#5549 by @aperim-agent** — regression test suite. Adapted to #3272's
symbol names (\`assertBoardOrAgent\`, three-row
\`validateToolRunContextScope\` queue) and included here.

Both originals went stale against master and could not be force-pushed
to the contributor forks from our OAuth-app-scoped tooling (workflow
files in our \`master\` introduce a \`workflow\` scope requirement on
pushes to those forks). This PR ships the same fix from our own branch
so we can land it without that blocker.

---------

Co-authored-by: Chad <chad@nulleffort.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-04 00:05:02 -07:00
b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window 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 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

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
DottaandPaperclip 32a9165ddf [codex] harden authenticated routes and issue editor reliability (#3741)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The control plane depends on authenticated routes enforcing company
boundaries and role permissions correctly
> - This branch also touches the issue detail and markdown editing flows
operators use while handling advisory and triage work
> - Partial issue cache seeds and fragile rich-editor parsing could
leave important issue content missing or blank at the moment an operator
needed it
> - Blocked issues becoming actionable again should wake their assignee
automatically instead of silently staying idle
> - This pull request rebases the advisory follow-up branch onto current
`master`, hardens authenticated route authorization, and carries the
issue-detail/editor reliability fixes forward with regression tests
> - The benefit is tighter authz on sensitive routes plus more reliable
issue/advisory editing and wakeup behavior on top of the latest base

## What Changed

- Hardened authenticated route authorization across agent, activity,
approval, access, project, plugin, health, execution-workspace,
portability, and related server paths, with new cross-tenant and
runtime-authz regression coverage.
- Switched issue detail queries from `initialData` to placeholder-based
hydration so list/quicklook seeds still refetch full issue bodies.
- Normalized advisory-style HTML images before mounting the markdown
editor and strengthened fallback behavior when the rich editor silently
fails or rejects the content.
- Woke assigned agents when blocked issues move back to `todo`, with
route coverage for reopen and unblock transitions.
- Rebasing note: this branch now sits cleanly on top of the latest
`master` tip used for the PR base.

## Verification

- `pnpm exec vitest run ui/src/lib/issueDetailQuery.test.tsx
ui/src/components/MarkdownEditor.test.tsx
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/activity-routes.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts`
- Confirmed `pnpm-lock.yaml` is not part of the PR diff.
- Rebased the branch onto current `public-gh/master` before publishing.

## Risks

- Broad authz tightening may expose existing flows that were relying on
permissive board or agent access and now need explicit grants.
- Markdown editor fallback changes could affect focus or rendering in
edge-case content that mixes HTML-like advisory markup with normal
markdown.
- This verification was intentionally scoped to touched regressions and
did not run the full repository suite.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in the Codex CLI environment
with tool use for terminal, git, and GitHub operations. The exact
runtime model identifier is not exposed inside this 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, it is behavior-only and does not
need before/after screenshots
- [x] I have updated relevant documentation to reflect my changes, or no
documentation changes were needed for these internal fixes
- [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>
2026-04-15 08:41:15 -05:00
dottaandPaperclip 3b2cb3a699 Show all companies' agents on instance heartbeats page
The /instance/scheduler-heartbeats endpoint was filtering agents by the
requesting user's company memberships, which meant non-member companies
(like donchitos) were hidden. Since this is an instance-level admin page,
it should show all agents across all companies.

- Added assertInstanceAdmin to authz.ts for reuse
- Replaced assertBoard + company filter with assertInstanceAdmin
- Removed the companyIds-based WHERE clause since instance admins see all

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
ForgottenandClaude Opus 4.6 e1f2be7ecf feat(server): integrate Better Auth, access control, and deployment mode startup
Wire up Better Auth for session-based authentication. Add actor middleware
that resolves local_trusted mode to an implicit board actor and authenticated
mode to Better Auth sessions. Add access service with membership, permission,
invite, and join-request management. Register access routes for member/invite/
join-request CRUD. Update health endpoint to report deployment mode and
bootstrap status. Enforce tasks:assign and agents:create permissions in issue
and agent routes. Add deployment mode validation at startup with guardrails
(loopback-only for local_trusted, auth config required for authenticated).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:40:32 -06:00
ForgottenandClaude Opus 4.6 a90063415e Server: migration prompts, structured logging, heartbeat reaping, and issue-run tracking
Replace auto-migrate-if-empty with interactive migration flow that inspects
pending migrations and prompts before applying. Add pino-pretty for structured
console + file logging. Add reapOrphanedRuns to clean up stuck heartbeat runs
on startup and periodically. Track runId through auth middleware, activity logs,
and all mutation routes. Add issue-run cross-reference queries, live-run and
active-run endpoints for issues, issue identifier lookup, reopen-via-comment
flow, and done/cancelled -> todo status transitions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 09:09:40 -06:00
ForgottenandClaude Opus 4.6 abadd469bc Add server routes for companies, approvals, costs, and dashboard
New routes: companies, approvals, costs, dashboard, authz. New
services: companies, approvals, costs, dashboard, heartbeat,
activity-log. Add auth middleware and structured error handling.
Expand existing agent and issue routes with richer CRUD operations.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 09:07:27 -06:00