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Devin FoleyandPaperclip c274f10abc feat(server): computed owner instance-admin elevation for cloud-managed instances, behind platform floors (#10343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Cloud-managed instances authenticate tenant users through a
trusted-header path (`resolveCloudTenantActor`) that deliberately never
grants `instance_admin`, so every tenant user is company-scoped
> - On a dedicated (single-owner) managed instance that leaves the
paying owner unable to administer their own instance: instance settings,
the environments admin surface, and the custom sandbox image flow are
all instance-admin gated (the environments UI can't even show the
provider/image of the platform sandbox because the restricted read view
blanks `config` entirely)
> - Re-granting the old blanket `instance_user_roles` row would repeat
the mistake the shared-pool hardening fixed: DB rows go stale, resurrect
via restores, and elevate through every auth path
> - This pull request elevates only the stack `owner`, computed per
request at the trusted-header boundary behind a new managed-tier feature
flag, and ships that elevation together with code floors on the
platform-owned surfaces an instance admin must not control on a managed
instance
> - The benefit is that dedicated-stack owners can administer their own
instance while platform credentials, execution policy, backups, and
runtime code-install stay platform-owned, and self-hosted behavior is
unchanged

## Linked Issues or Issue Description

No public GitHub issue exists for this change; the underlying issue is
described here following the feature-request template.

### Problem or motivation

- On cloud-managed instances, tenant users resolved from trusted headers
are always company-scoped. For dedicated instances with a single paying
owner, the owner cannot reach any instance-admin surface of their own
instance (instance settings, environments administration, custom image
setup), and the restricted environment read view hides even structural
fields like the sandbox provider and image.
- The previous hardening intentionally removed blanket elevation (and
purges stale `instance_user_roles` rows on every trusted-header
authentication). That protection must not regress for shared
multi-tenant pools.

### Proposed solution

- Owner-only, computed, flag-gated elevation plus code floors on
platform-owned surfaces, in one PR so the elevation can never ship
without the floors.

### Alternatives considered

- Re-inserting an `instance_user_roles` row for owners (the
pre-hardening model): rejected — DB rows go stale, survive restores, and
elevate through every auth path; #7525 removed exactly this.
- Widening only the environments read view without any elevation:
rejected — it fixes one screen but still leaves a dedicated-instance
owner unable to administer instance settings or custom images.
- Elevating additional stack roles (`member`/`admin`/`support`):
rejected — only the owner has an ownership claim over the whole
instance; other roles stay company-scoped.

### Roadmap alignment

- Extends the shipped "Cloud deployments" roadmap work (multi-tenant
isolation, company-scoped cloud tenants, managed-instance bootstrap)
without overlapping planned core items, and leaves self-hosted behavior
unchanged.

## What Changed

- **New feature key** `enableOwnerInstanceAdmin` (`packages/shared`):
boolean flag in `instanceExperimentalSettingsSchema`, catalog tier
`managed`, `cloudDefault: true`, `selfHostedDefault: false`. Inert on
self-hosted instances — the elevation path only exists behind the cloud
tenant trust token.
- **Computed elevation** (`server/src/middleware/auth.ts`):
`resolveCloudTenantActor` now returns `isInstanceAdmin: true` only when
the trusted-header stack role is `owner` **and** the flag is enabled.
The flag is resolved through the instance-settings service so the
managed-config overlay applies (the control plane can disable elevation
fleet-wide without touching tenant databases; a DB row edit or restore
cannot resurrect it). Resolution fails closed on settings read errors.
The `instance_user_roles` never-insert and the per-request stale-row
purge are byte-identical. `member`/`admin`/`support` stack roles stay
company-scoped.
- **Authorization guard split**
(`server/src/services/authorization.ts`): the blanket-allow now trusts
the actor's *computed* `isInstanceAdmin` flag (only the attested
resolver can set it for `cloud_tenant` actors) while keeping the
`instance_user_roles` DB lookup excluded for `cloud_tenant` — a stale or
hand-inserted role row still elevates nothing.
- **Floor F1 — platform environment credentials**
(`server/src/routes/environments.ts`): on cloud-managed instances,
platform-provisioned environment rows (`managedByPaperclip` marker, plus
the legacy managed-Kubernetes marker) use a single floored view for
every reader on all environment routes (list, get, create, update,
delete responses): `envVars` are never echoed and credential-shaped
`config` keys (reusing the managed-config
`SECRET_LIKE_CONFIG_KEY_PATTERN`) are dropped — for **all** actors
including instance admins — while structural config (provider, image,
template, region, …) and the managed markers stay visible. This also
fixes the environments UI for managed sandboxes, which previously lost
the provider/image entirely in the restricted view. The floor also
covers writes: `PATCH /environments/:id` and `DELETE /environments/:id`
on a platform-provisioned row are rejected (403,
`environment_platform_managed`) for every actor including instance
admins, and the guard binds to the persisted row's markers so a patch
cannot strip the managed marker to lift the floor. The one recovery path
is a metadata-only PATCH that solely clears the marker keys
(null/false), for rows stamped through the old unrestricted API before
the markers became reserved — and it never applies to a row whose slot
markers are live platform state: the single local row
(`environments_local_driver_idx`), which `ensureLocalEnvironment` adopts
and stamps on cloud-managed instances from every caller (company
creation, the heartbeat, run orchestration), and the single marked
sandbox row (`environments_managed_sandbox_idx`) while a managed-sandbox
bootstrap path is configured (managed-config `environments` section or
`PAPERCLIP_EXECUTION_MODE=kubernetes`) and the provisioner therefore
adopts and refreshes it on every boot. Clearing a live slot row's
markers would let the next write reclassify it as tenant-managed and
bypass the floor; conversely, when no sandbox provisioning path is
configured the platform holds no claim on any sandbox row, so a platform
marker there is stale by definition and the recovery patch applies.
Every marker outside a live slot is clearable, so no legacy row is ever
locked permanently. Custom-image setup and probes on the platform
sandbox stay available to instance admins — those are the owner-facing
flows this elevation exists for. The marker keys themselves are
reserved: client create/update payloads that set `managedByPaperclip` or
`managedKubernetesSandbox` are rejected (422,
`environment_platform_marker_reserved`) on cloud-managed instances, so a
tenant row can never be stamped platform-provisioned through the API and
self-locked behind the write floor (the provisioner writes markers at
the service layer, not through these routes). Tenant-created
environments are otherwise unaffected.
- **Floor F2 — executionMode**
(`server/src/routes/instance-settings.ts`): on cloud-managed instances,
`PATCH /instance/settings/general` rejects writes that would change
`executionMode` (403, `execution_mode_platform_managed`). Same-value
echoes pass so settings forms that submit the full general-settings
object keep working. The boot-time execution-policy bootstrap path is
untouched (it calls the service directly).
- **Floor F3 — manual database backups**
(`server/src/routes/instance-database-backups.ts`): floored off on
cloud-managed instances (403, `database_backups_platform_managed`);
backups are platform-owned there, and the result would also echo a
server-side filesystem path.
- **Floor F4 — adapter code install** (`server/src/routes/adapters.ts`):
`POST /adapters/install` and `POST /adapters/:type/reinstall` are
floored off on cloud-managed instances (403,
`adapter_install_platform_managed`). Adapter packages execute in the
server process, so a runtime install would let an instance admin read
the platform trust anchors out of the process environment. This mirrors
the existing bundled-only plugin install floor; adapter code on managed
instances comes bundled with the platform image.

## Instance-admin surface audit

Before widening who can hold `isInstanceAdmin`, every
instance-admin-gated surface in `server/src` was enumerated and reviewed
for whether its response or side effects could echo process environment
values or platform credentials (tenant trust token, JWT signing keys,
database connection strings, provider API keys): 29 distinct gate
definitions covering ~90+ call sites, in four groups — sole
instance-admin gates (12), instance-admin-or-company-permission gates
(10), response-shaping/scope-widening sites (6), and the central
`allow_instance_admin` short-circuit in the authorization service (58
`decide()` call sites).

Findings and dispositions:
- **Environment read/write responses** exposed platform sandbox
`envVars`/credential-shaped config to instance admins → closed by floor
F1.
- **Manual backup trigger** echoed a server filesystem path and triggers
a platform-owned operation → closed by floor F3.
- **Adapter install/reinstall** loads externally fetched code into the
server process (indirect, complete env exposure) → closed by floor F4.
The sibling plugin-install path already had a bundled-only floor on
managed instances and needed no change.
- **Token-minting surfaces** (gateway tokens, custom-image
terminal/connection tokens) mint credentials scoped to the instance's
own resources, not platform trust anchors → acceptable for an
owner-admin of a dedicated instance; unchanged.
- All remaining gated surfaces return ordinary instance-scoped business
data; none echo `process.env` or platform secrets directly. OAuth client
secrets are referenced by env-var *name* only; SSH private keys are
stored as secret refs before persistence and are not echoed.

Operational note for managed platforms: this model assumes the process
environment of a managed instance holds only that instance's own
credentials. Platform operators should keep provider credentials
per-instance (never fleet-shared) since an instance admin ultimately
controls in-process code on their own instance.

## Verification

- `pnpm vitest run server/src/middleware/cloud-tenant-actor.test.ts` —
resolver matrix: owner × flag on/off, flag via managed overlay
(on-over-DB-off and off-over-DB-on), member/admin/support × flag on,
no-token self-hosted, fail-closed settings read, purge still runs and no
role row is ever inserted (14 tests).
- `pnpm vitest run server/src/__tests__/authorization-service.test.ts` —
computed flag elevates a `cloud_tenant` actor; a stale
`instance_user_roles` row still never does; `session` actors unchanged
(full suite, embedded Postgres).
- `pnpm vitest run server/src/__tests__/environment-routes.test.ts` —
F1: no secret echo to admins on get/list, structural config visible to
restricted readers, platform-row PATCH/DELETE rejected for admins
(including a marker-stripping patch), marker-clear recovery allowed for
stale legacy rows and for a marked sandbox row when no provisioning path
is configured, but refused on the managed local row and on the sandbox
slot row under a managed-config `environments` entry or the forced
kubernetes execution mode, client marker-stamping creates/patches
rejected, tenant rows still readable and writable, self-hosted
read+write regression (60 tests).
- `pnpm vitest run server/src/__tests__/environment-service.test.ts` —
`ensureLocalEnvironment` adopts a pre-existing local row on
cloud-managed instances (marker stamped, other metadata preserved,
idempotent — no rewrite on re-ensure) and leaves self-hosted rows
untouched (22 tests, embedded Postgres).
- `pnpm vitest run server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-database-backups-routes.test.ts` — F2
change-vs-echo matrix incl. self-hosted regression; F3 floor for both
admin shapes (32 tests).
- `pnpm vitest run server/src/__tests__/adapter-routes-authz.test.ts` —
F4 floor; self-hosted install/reinstall behavior unchanged (existing
cases).
- `pnpm vitest run server/src/__tests__/first-admin-claim.test.ts
server/src/__tests__/bootstrap-claim-routes.test.ts
server/src/__tests__/managed-config.test.ts
server/src/__tests__/health.test.ts
server/src/__tests__/instance-settings-managed-overlay.test.ts
server/src/services/managed-environments.test.ts
server/src/services/execution-policy-bootstrap.test.ts` — first-admin
bootstrap gate and managed-config behavior unchanged (91 tests).
- `pnpm vitest run packages/shared/src/feature-catalog.test.ts` —
catalog/schema sync tests cover the new key (selfHostedDefault must
equal the schema default).
- `pnpm run typecheck` — all 31 workspace projects clean.

## Risks

- Self-hosted behavior is unchanged: every floor binds to
`isCloudManagedInstance()` (tenant trust token present), the new flag
defaults off with no elevation path, and regression tests pin the
self-hosted branches.
- The elevation is fail-closed and stateless: turning the flag off
(managed overlay or DB) de-elevates on the next request; there is no
role row to clean up and restores cannot resurrect elevation.
- On a cloud-managed instance a pre-existing unmarked local row is
adopted (stamped `managedByPaperclip`) by the next ensure and becomes
platform-owned — the intended managed-product semantic: the platform
owns the single local slot. Self-hosted instances are untouched.
- F1 widens restricted readers' view of platform-provisioned rows from
fully blanked `config`/`metadata` to structural-only `config` plus
markers. Platform-delivered config is guaranteed secret-free by the
managed-config contract (secret-shaped keys fail startup), and the floor
re-drops secret-shaped keys defensively.
- One extra instance-settings read per trusted-header request for
owner-role actors (the resolver already performs several queries per
request).

## Model Used

Claude Fable 5 (Anthropic) — model id `claude-fable-5`, extended
thinking enabled, agentic tool use via Claude Code; read-only explore
subagents on the same model were used for the surface audit sweep.

## 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
- [ ] 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>
2026-07-27 18:58:31 -07:00
Devin Foley 273315a4d0 feat(server): provision managed sandbox environments from the managed config (#10324)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hosted/managed deployments configure instances entirely from the
control plane: `PAPERCLIP_MANAGED_CONFIG` already delivers feature flags
and `plugins.autoInstall` (bundled sandbox provider plugins), parsed
fail-closed at boot
> - A plugin alone is not usable for execution: runs need an
instance-level `driver: "sandbox"` environment row pointing at the
provider, and today only Kubernetes has a boot path for that
(`PAPERCLIP_EXECUTION_MODE` → `ensureKubernetesEnvironment`); every
other provider requires a manual product-API call the control plane
cannot make on a managed instance
> - Adding one `ensureXxxEnvironment` per provider would multiply
near-identical boot hooks and env-var surfaces
> - This pull request generalizes the existing Kubernetes machinery: the
managed-config document gains an optional `environments` section that
declares a sandbox environment for any bundled provider, ensured
idempotently at boot by a provider-agnostic service function (the
Kubernetes hook becomes a thin wrapper over it)
> - The benefit is that a managed fleet can provision any sandbox
provider (Daytona, Modal, E2B, …) purely from configuration — no
per-provider code, no manual API calls, no secrets in the document —
while self-hosted behavior is untouched

## Linked Issues or Issue Description

No public issue exists. Refs #10157 (the cloud image variant that
bundles sandbox provider plugins — this PR is the configuration half
that makes an installed provider usable).

**Problem (feature-request shape):** on a managed instance the control
plane can auto-install a bundled sandbox provider plugin via
`PAPERCLIP_MANAGED_CONFIG.plugins.autoInstall`, but cannot create the
environment row that makes the provider schedulable. The only boot-time
environment provisioning is Kubernetes-specific
(`PAPERCLIP_EXECUTION_MODE=kubernetes` + `PAPERCLIP_K8S_*`). A generic,
config-driven path is needed so any bundled provider can be provisioned
without per-plugin code or manual API calls.

## What Changed

- `server/src/services/managed-config.ts`: optional `environments`
top-level section — `[{ name, description?, provider, config? }]` —
validated fail-closed: unknown keys, more than one entry (the DB permits
exactly one Paperclip-managed sandbox row,
`environments_managed_sandbox_idx`), a `provider` not present in
`plugins.autoInstall`, `config.provider`, or secret-looking config keys
at any depth (`api_key`/`token`/`secret`/`password`/`credential`) all
refuse startup. Absent section ⇒ `environments: []`, so pre-section
documents keep booting newer builds.
- `server/src/services/environments.ts`: new provider-agnostic
`ensureManagedSandboxEnvironment({ name, description?, provider,
config?, extraMetadata? })` — idempotently owns the single managed
sandbox row: refreshes name/description/config each call, adopts the
slot across provider switches (dropping the stale
`managedKubernetesSandbox` marker), adopts a same-name unmanaged sandbox
row (stamping it managed) instead of colliding on
`environments_name_idx` every boot, and falls back to keeping the
current name if the desired name belongs to a different row.
`ensureKubernetesEnvironment` is now a thin wrapper that pins `provider:
"kubernetes"` and stamps the legacy marker.
- `server/src/services/managed-environments.ts` (new):
`applyManagedEnvironments` boot step — no-op for self-hosted/empty;
throws (fail startup) when `PAPERCLIP_EXECUTION_MODE` is also set, since
both would own the same managed sandbox row; otherwise ensures each
declared environment fail-safe per entry (log + continue boot, matching
bundled-plugin provisioning posture).
- `server/src/index.ts`: runs the new boot step right after the
execution-policy bootstrap, before the heartbeat resumes queued runs.
- `server/src/services/index.ts`: exports `applyManagedEnvironments` and
`ManagedEnvironmentSpec`.
- Secrets stay out of the document by construction: provider credentials
reach managed instances only as process env vars (each provider's
documented fallback, e.g. `DAYTONA_API_KEY` for the Daytona plugin).

## Verification

```sh
cd server
pnpm exec tsc --noEmit -p tsconfig.json
pnpm exec vitest run \
  src/__tests__/managed-config.test.ts \
  src/services/managed-environments.test.ts \
  src/services/execution-policy-bootstrap.test.ts \
  src/__tests__/environment-service.test.ts \
  src/__tests__/environment-instance-routes.test.ts \
  src/__tests__/environment-routes.test.ts \
  src/__tests__/plugin-install-guard.test.ts \
  src/__tests__/environment-execution-target.test.ts \
  src/__tests__/instance-settings-managed-overlay.test.ts \
  src/__tests__/bundled-plugins.test.ts
```

All pass locally (typecheck clean; environment-service suite runs
against embedded Postgres and exercises the refactored Kubernetes
wrapper plus the new generic ensure: create/refresh, provider switch,
unmanaged-row adoption, name-conflict fallback). New tests cover the
parser (12 cases incl. secret-key rejection at depth) and the boot step
(no-op, mutual exclusion, pass-through, fail-safe).

## Risks

- **Self-hosted: none intended.** Without `PAPERCLIP_MANAGED_CONFIG`
nothing new executes; the `PAPERCLIP_EXECUTION_MODE=kubernetes` path is
regression-covered by the existing bootstrap/service/route suites (all
green).
- **Behavioral shift in `ensureKubernetesEnvironment` (deliberate):** it
now also refreshes `name`/`description` to their managed defaults each
boot (desired-state semantics, same as config today) and adopts a
`managedByPaperclip` sandbox row that lacks the Kubernetes marker —
previously that state made the ensure throw every boot.
- **New startup failure modes are all explicit misconfigurations**
(malformed section, provider not auto-installed, secret in config,
execution-mode conflict) and fail with precise errors; DB-side ensure
failures never block boot (fail-safe per entry, logged).
- No migrations; no API surface changes.

## Model Used

Claude Fable 5 (Anthropic, model ID `claude-fable-5`) with extended
thinking and tool use, driving the change end-to-end inside a Claude
Code / agent-harness session (code, tests, and verification runs).

## 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 (the
managed-config module header is the contract doc)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-27 12:00:21 -07:00
Devin FoleyandPaperclip 216d3d2680 Managed-instance config: fail-closed PAPERCLIP_MANAGED_CONFIG parsing and read-time settings overlay (#10058)
**Builds on.** #10055 — the `catalogVersion` this config document pins
is the feature-catalog artifact #10055 emits.

**Summary.** Instances operated by a managed hosting control plane can
now receive instance configuration through a single environment
variable, `PAPERCLIP_MANAGED_CONFIG` (versioned JSON: `mode`,
`catalogVersion`, `features`, `plugins.autoInstall`). When the variable
is absent the instance is self-hosted and nothing changes. When present,
parsing is strict and **fail-closed**: blank value, malformed JSON,
unknown feature key, a feature key this build's feature catalog does not
mark tier `managed`, missing required section, or unsupported version
refuses startup with a precise error — a typo that silently does nothing
is how a security control quietly fails. Managed feature values are
overlaid **at read time** inside the instance settings service (never
persisted), so a DB restore or manual row edit cannot resurrect a
disabled capability; responses expose per-key `managedKeys` metadata
(`managed: true`, `managedBy`) so clients can render locked state.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip runs both self-hosted and under managed hosting, where an
operator's control plane owns instance configuration
> - Today instance feature settings live only in the tenant database; a
hosting control plane has no way to enforce a configuration that
tenant-side writes or restores cannot undo
> - Managed configuration will carry security posture, so delivery must
be atomic and parsing must fail closed — a typo that silently does
nothing is how a security control quietly fails
> - This pull request adds strict parsing of one
`PAPERCLIP_MANAGED_CONFIG` env var and overlays its feature values at
read time inside the settings service, never persisting them
> - The benefit is a minimal, auditable managed-hosting contract: absent
var ⇒ self-hosted instances are byte-for-byte unchanged; present ⇒
deterministic, locked configuration surfaced to clients via per-key
managed metadata

## Linked Issues or Issue Description

Refs #966 — this PR delivers that issue's "managed config injection"
hook, via a strict env-var contract rather than the config-file path it
sketches; the issue's other hooks (identity header, health, usage
webhook, lifecycle, external secrets, IAM auth) are out of scope, so the
PR refs rather than closes it.

*Mechanism differs from #966's proposal, so the `feature_request` fields
are also filled in:*

- **Problem or motivation:** managed hosting deployments need to
centrally enable/disable instance features; DB-stored settings can be
edited, restored, or migrated back to permissive values, and nothing
marks a value as operator-enforced.
- **Proposed solution:** one versioned JSON env var; fail-closed parse
at startup; read-time overlay in the settings service (precedence:
managed value over stored value over schema default); `managedKeys`
metadata in settings responses so clients can render locked state.
- **Alternatives considered:** per-feature env vars (non-atomic across a
half-updated env set, unbounded env surface); seeding the DB at boot
(persisted values can be edited or restored over, and cannot express
"forced"); lenient warn-and-drop parsing (fails open — unacceptable for
a security-bearing control).
- **Roadmap alignment:** supports the in-progress "Cloud deployments"
milestone in `ROADMAP.md`.

## What Changed

- New `server/src/services/managed-config.ts` (pure parser over the env
record)
- Startup parse ordered before the first `instanceSettingsService`
construction in `server/src/index.ts`
- Read-time merge + `managedKeys` in the settings service
- Shared validator updates

## Verification

- 29 parser/overlay tests (fail-closed matrix incl. blank/whitespace
env, missing sections, catalog-tier mismatch, empty-section happy path):
`pnpm vitest run src/__tests__/managed-config.test.ts
src/__tests__/instance-settings-managed-overlay.test.ts` (from
`server/`)
- 40 existing settings route/service tests green: `pnpm vitest run
src/__tests__/instance-settings-routes.test.ts
src/__tests__/instance-settings-service.test.ts` (from `server/`)
- 15 shared validator tests: `pnpm vitest run
src/validators/instance.test.ts` (from `packages/shared/`)
- Server `tsc --noEmit` clean: `pnpm typecheck` (from `server/`)

## Risks

- Self-hosted instances (no `PAPERCLIP_MANAGED_CONFIG` set) are
byte-for-byte unchanged — the parser only runs when the variable is
present.
- For managed instances, a malformed document now refuses startup by
design (fail-closed). This is an intentional behavioral guarantee, not a
regression: the control plane owns the variable and a precise startup
error is the contract.
- Overlay values are never persisted, so no migration or data-shape
risk.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use;
independently peer-reviewed by a second AI agent before push.

## 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

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Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-22 19:48:43 -07:00