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Author SHA1 Message Date
Dotta eb7c7b083a Recover Muse verification after contact, restart and access restoration (#19909)
## Thinking Path

> - Paperclip manages AI agents and their work under company access
rules.
> - Muse readiness uses a saved connection, receiver contact and an
authenticated challenge reply.
> - A failed challenge write could leave a saved contact with no later
recovery trigger.
> - A server restart or restored access must recover that contact under
current authority.
> - This pull request uses the existing delivery coordinator and saved
Muse state for recovery.
> - It keeps the normal receiver schedule, authorization checks and real
deadlines.
> - It lets eligible verification recover and lets idle verification
stop work.

## Linked Issues or Issue Description

**What happened?**

The first Muse receiver contact could persist while readiness challenge
creation failed. The contact then had no durable retry or startup
recovery path. Later membership, lifecycle or feature restoration could
also leave pending verification without a notice.

**Expected behavior**

Retry a temporary failure through the existing worker. Recover pending
contact after restart. Recheck the current company, agent, operator,
credential and binding generation before issuing a challenge. Stop
verification work while it is ineligible or complete. Do not revive
revoked credentials.

**Steps to reproduce**

1. Use the normal invitation and OAuth registration, PKCE and token
flow.
2. Send one receiver contact and let its normal persistence schedule
run.
3. Fail the first readiness challenge operation before it commits.
4. Observe whether the existing worker retries without another contact
or a manual Verify action.
5. Restart the App with a new database owner. Check that it creates one
usable challenge from the saved contact.

**Paperclip version or commit**

The causal baseline test used the unchanged production implementation at
`90148317b2a447794ff29a4acae5648ad11a9770` plus its normal fixture. The
accepted positive test used `9d383041028776ad8469ac4af3fe14ba6c369425`.
The initial published head was
`fe518c9b72504daf6374225987f24d45bc7bcf75`. The lease/auth correction
was locally qualified at `cfd515a207416097fe8b586277d70c4fd4a679fa`. The
current candidate is `6efe722e7eb1e22acd466125c7b4a627611d0273`; its
added Cloud actor fixture correction passed the full normal owning
program and all 35 tests. Its current normal build, lifecycle owner
controls, healthy-wait and restoration measurements are described below.
Earlier results below are bound to their stated revisions.

Related public changes: Refs #19819 for original-principal
authentication. Refs #19750 for the transaction-owned external feature
read. These are related foundations, not duplicate fixes. The current
Muse title and head-branch searches found no duplicate
contact-verification recovery PR. Related maintenance work is #17000 and
terminal assignment settlement is #17793.

## What Changed

- Add a typed, exact-binding verification notice through the existing
Muse delivery queue.
- Register the first-contact notice before its durable write in the same
transaction.
- Recover pending contact from saved state at startup. Retry temporary
failures through the existing scheduler.
- Recheck current feature, lifecycle, credential and access state after
commit. Park unavailable authority without recurring verification scans.
- Add narrowly scoped notices to the existing access, lifecycle,
configuration, company, budget and settings write owners.
- Save a healthy lifecycle verification wait in the existing operation
JSONB. Keep generic unresolved-work and error retries unchanged.
- Commit authenticated confirmation and its lifecycle recheck in one
transaction. Retain a raced recheck under the active lease, and recover
saved waits once at startup.
- Retain a committed lifecycle recheck while an expired attempt still
owns the row, so its late wait cannot park accepted confirmation.
Replacement claims keep their existing owner fence and fresh fact read.
- Keep the receiver gap, persistence and per-segment contact limits
unchanged.
- Add real App OAuth, failure, retry, restart, challenge and quiet
evidence. Add two normal-route restoration tests.
- Document recovery, reconnect requirements and the existing
connected-receiver sleep restriction.

## Verification

- Causal baseline: the real invitation and OAuth flow saved one contact.
The first challenge operation failed. The normal test failed because it
observed one verification attempt instead of a retry. No setup or
cleanup failure was counted as this regression.
- At `9d383041`: normal own Shared/SDK, DB with migration 0441 assets,
Runner TypeScript core and surfaces, module boundaries, and all seven
normal App programs passed. One new redundant role comparison first
failed typecheck; that diagnostic remains recorded and the corrected
full App gate passed.
- At `9d383041`: all 17 maintenance component tests passed with zero
skips. All original deadline, rollback, drain, terminal settlement and
startup controls remain.
- At `9d383041`: the one normal App case passed. Real OAuth authorized
one receiver signal. A retry occurred about 5.01 seconds after the first
failure. A new Db/App owner created one challenge, advanced revision 2
to 3, and accepted authenticated confirmation and mailbox ACK. Query
instrumentation had an active positive control. All measured query,
callback, session and verifier counters stayed equal across the
unchanged scheduled 15-second quiet window. Token revocation and
old-token/signal rejection passed.
- Known App, worker, HTTP and database owners closed without cleanup
errors. The tests used bounded local PostgreSQL and HTTP fixtures. They
did not call a live Muse model.
- Current integrated semantics: the full normal App driver completed all
programs. Only a new test callback had two undefined-value diagnostics.
An explicit defined-value guard corrected that test. The full 416-root
owning program then passed with empty diagnostics. A separate collector
incorrectly required an explicit child `noEmit` field; the normal
inherited setting was verified without repeating the compiler. The
original failures remain recorded.
- The first restoration run failed both cases. Permission parking
recorded 120 main-pool queries without more verifier calls. The
lifecycle counter recorded two denials without their exact scope. These
observations remain unexplained at the individual-query/call level.
Source separately shows a lifecycle readiness retry every two seconds
while the real external reply is absent.
- At `fe518c9b`: normal Shared/SDK and DB producers, module policy, all
seven full App programs, and all 33 pure diagnostic controls passed. The
lifecycle owner file passed all 19 cases, including both
confirmation/park orders, rollback, duplicate notices, startup recovery
and authority controls.
- At `fe518c9b`: the normal OAuth failure/retry/new-Db reconstruction
case passed. Its new healthy-wait window measured 15,002 ms with
unchanged total activity before genuine confirmation; the existing ready
quiet and revocation checks also passed.
- At `fe518c9b`: both normal restoration tests passed in Vitest.
Ordinary viewer-to-operator restoration and Pause/Resume recovered the
same binding, grant and single contact; each committed one challenge and
advanced revision 2 to 3. All six parked, restored and revoked/disabled
quiet windows measured at least 15 seconds with active positive read
controls and unchanged total queries, callbacks, sessions and verifier
calls. Both cleanups passed.
- The restoration wrapper still recorded failure: it required lifetime
lifecycle denial count zero, whereas the measured count was one before
the parked quiet window. The reviewed fixture explicitly permits a
current-authority denial from an earlier observation and requires no
committed challenge before restoration. Precise denial timing relative
to Pause was not serialized. The original wrapper failure is retained;
no rerun or retrospective explanation of the earlier failures is
claimed.
- Review exposed an expired-lease race. The added real-store baseline
test failed after the late defer restored `waitingForSignal`; no setup
or timeout was counted as the regression. On `cfd515a`, the whole
lifecycle owner file passed all 20 tests, including that case. The full
normal production declaration program (1067 roots), verification program
(662), and auth owning program (405) passed; all 1942 declarations
remained byte-identical.
- The original remote auth-session shard failed three tests because
their partial query adapters lacked the new binding query's
join/order/limit chain. A fixture-only correction preserved the real
notifier and existing authorization assertions. All 12 auth-session
tests passed locally.
- Complete remote inspection also found 33 failures in the 35-test Cloud
actor fixture with the same missing `innerJoin` method and downstream
incomplete-auth assertions. Its original full log and exact synthetic
Source comparison are retained. At `6efe722e`, the three-line fixture
adapter repair passed the complete normal 662-root test program and the
whole 35-test file with zero failures or skips. All existing lock,
authorization, settings, debounce and unfinished-auth assertions remain.
- The earlier healthy/restoration quiet measurements remain bound to
`fe518c9b`. Those steady 15-second windows did not exercise a
still-owned attempt passing its 120-second lease. The targeted
expired-owner regression qualifies that new boundary; it is not a fresh
measurement of the earlier windows.
- The initial `fe518c9b` remote gates failed the auth fixtures and
reported a Greptile 4/5 P1. The aggregate failure reported the
underlying shard. Those actual causes were fixed and qualified above.
- Current `6efe722e` remote gates completed with **57 successful checks
and three explicit skips**. The full latest edited Greptile summary is
**5/5**, explicitly reviews this exact head, and has no new finding. The
original P1 thread is resolved. All general, inline and nested review
pages were read.
- One current-head CI attempt timed out after 30 seconds in the Runner
evidence/privacy file, with 6,864 passes and one failure. That file and
its transitive inputs are byte-identical to the CI base. A separate
local diagnostic preserved every assertion and the original timeout, ran
the full normal Runner test project and the entire 41-case file, and
passed all 41 with zero skips. Its private bounded timing records
measured the target body at 74 ms. The diagnostic was then removed,
restoring the exact original test. This is local recovery evidence; the
original CI stalled await was not recorded and its cause remains
**unproven**.
- One retry of only the failed jobs on the unchanged head passed the
Runner support suite and dependent aggregate verification. The complete
second attempt and original failure logs are preserved. No test,
timeout, privacy guard or product code was weakened. This result does
not turn the original timeout into an explained failure or a diagnosed
flake.
- Full recursive typecheck, full `test:run` and a full release build
were not repeated locally. The normal full App programs, focused
producers and tests above passed, and the required current-head remote
gates passed. Final review is against the exact unchanged head; local
quiet remains separate from deployed suspension.

Reviewer commands use the normal project entry points: `node
server/scripts/typecheck-layers.mjs`, the whole
`server/src/services/muse-maintenance.test.ts` file, and both normal App
PostgreSQL files. PostgreSQL fixtures require explicit owned
fixture/admin URLs and normal migrations before imports. Run the files
serially with one worker. The private controller retains exact Source,
output, worker and owner-closure receipts.

## Risks

- Missing or early producer notices could lose a restoration trigger.
Notices stay in the transaction that commits the write. The worker
checks current authority after commit.
- A stale notice must not grant access. Binding generation, current
membership, company, agent and credential checks remain authoritative.
Revoked credentials require reconnecting.
- The change adds no table, migration, alternate task queue or periodic
verification scan. It adds two optional fields to existing lifecycle
operation JSONB. Generic pending/error deadlines, setup holds and manual
repair remain obligations.
- Confirmation can race with an active verification attempt. The park
compare-and-set must retain the durable recheck. Startup recovery uses a
fixed cutoff and keyset pages; it must not become another recurring
scan. Wrong company, stale version, pause and revoked credentials must
stay fenced.
- The connected receiver still has its documented tenant-sleep
restriction. Worker quiet is not proof of deployed suspension or
external wake.
- The normal challenge reply is sent by an authenticated protocol
fixture. Live Muse background replies, cost/usage, full Muse lifecycle
and full hosted Dot behavior remain unqualified. Partial Dot profile ACK
and unsigned-device cutover stay withheld.
- Restoration coverage for the additional company, budget, configuration
and feature producers remains a separate qualification obligation. This
pull request does not mark the whole hosted area complete.

## Model Used

OpenAI `gpt-6.1-sol` authored the implementation and tests with local
code and tool use. A GPT-6-based Codex coordinator reviewed the changes
and owns integration. Its exact underlying model ID is not exposed.
Context window sizes are unavailable. No context size is inferred.

## 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
2026-11-07 16:41:15 -06:00
DottaandPaperclip 5f0da562db fix(server): wake chat lifecycle milestones from committed changes (#17606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected chats show safe notices when a run starts, waits,
finishes, or fails.
> - A recurring scan projected these notices even when no eligible work
existed.
> - Eligibility depends on committed run state, conversation lineage,
and current authority.
> - Existing database rows can reconstruct that work after restart.
> - This PR wakes a scoped worker from those writes and removes
lifecycle polling.
> - Native progress events keep their separate existing owner until the
next migration.

## Linked Issues or Issue Description

**What happened?**

The chat maintenance timer repeatedly scanned run lifecycle state. Empty
and settled instances still queried the database. A run-status event
alone cannot replace the scan: prompt receipts, continuation receipts,
identity changes, and restored authority can make a run eligible later.

**What did you expect?**

Committed changes wake projection. Startup reconstructs eligible work. A
completed pass stops until another relevant change arrives. Failed work
retains recovery without scanning settled history forever.

**Steps to reproduce**

Configure an automatic chat endpoint. Finish its work, or leave it
unused. Observe recurring lifecycle projection queries from the chat
maintenance callback.

Stacked on #17592. Related foundation: #15625. This PR owns lifecycle
milestones only.

## What Changed

- Preserve upstream coalesced Cloud membership writes together with
locked membership restoration and its committed chat notification.

- Signal milestone eligibility from the real Slack account-link
transaction.

- Register the lifecycle worker with the existing delivery coordinator.
Remove lifecycle projection from the periodic chat callback. Keep native
progress in a separately named lane and preserve the explicit combined
API.
- Reconstruct company/issue scopes from the existing selector. Drain
bounded batches with company fairness. Retry failures, retain writes
through drain/resume, and disarm settled work.
- Signal from supported run, presentation, interaction, receipt,
lineage, conversation, recovery, and authority writers. Preserve their
transaction ownership, including nested savepoints and uncertain
settlement. No new table is added.
- Preserve provider authorization, authored-final suppression,
responsible-user continuity, deduplication, the 24-hour selection
window, and raw-output restrictions. Keep provider interpretation in its
owner.
- Preserve PostgreSQL timestamp precision in lifecycle pagination.
Rejected submillisecond candidates must not repeat the same page and
starve later notices.
- Document producer coverage and alternate-writer dispositions in
`doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md`.

## Verification

Published head: `1d056f68c5b1005933b9e12de8745bf1c4cbeeca`, targeting
master after #17592 merged at
`7d75ae0569e41786640cf09647ae8849411d2f22`. A normal merge integrates
the actual landed parent. The entire 77-path milestone patch is
binary-identical to the locally verified preparation across that
ancestry reconciliation; both unrelated master paths are preserved. The
four earlier producer/test integration conflicts retain scoped milestone
and voice notices, current onboarding completion admission, and expanded
identity query/read-scope coverage.

- **330 distinct selected cases pass on the verified unchanged patch:**
305 across 14 complete suites (all five milestone worker suites, run
identity, board claim, Cloud provisioning, auth session routes, Cloud
actor authentication, stale-lock recovery, GitHub credentials, project
Git authorization, and app admission wiring), plus 25 selected real chat
producer cases. The remaining 1,590 chat integration cases were skipped,
not passed.
- The real producer cases cover saved milestone discovery, GitHub and
Slack identity changes, account-link rollback/reconfirmation, ordinary
ingress reactivation, post-close action/delivery receipt settlement, all
ten authority-restoration paths including Cloud synchronization, and
changed native review metadata.
- Worker coverage verifies outer commit, rollback, uncertain-write
recovery, restart, bounded batching/fairness, timestamp precision,
retries, drain/resume, and settled SQL quiet. Authorization and existing
publication deduplication remain with their owning services.
- Server production typechecking, build, and module-boundary checks
pass. The tests above were executed separately. Production typechecking
excludes `src/__tests__` and does not replace those runs. Each database
owner uses its own newly created and app-migrated PostgreSQL fixture.
- [Current-parent acceptance and preserved failure
ledger](https://github.com/paperclipai/paperclip/blob/1d056f68c5b1005933b9e12de8745bf1c4cbeeca/doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md#current-parent-integration-and-acceptance-october-28)
records commands, counts, producer scope, conflict dispositions, and
limits. Earlier combined-stack counts and failures keep their original
revision scope; local acceptance does not erase old CI failures.
- No new migration, queue table, dependency, workflow, or shared
scheduler contract is introduced. Parent migration 0397, bounded consent
recovery, voice cleanup/retention repairs, and runner checkpoint
restoration remain present.
- **Exact-head Greptile is 5/5 and all 55 current checks are clean.** No
Ponytail review is present, which is an explicitly authorized
nonblocker; no failing review is waived. Older reviews and parent checks
are not current passes. Actual failing Ponytail findings must be fixed;
an absent/stopped/paused turn without a verdict is an authorized
nonblocker. Active unfinished Ponytail uses its original request/start
timer, with a 25-minute monitor cutoff respecting the user's 30-minute
maximum.
- No complete local repository matrix, live provider tenant, external
alarm, physical host/database suspension, or fleet savings claim is
made. Native progress remains a separate following slice.

## Risks

- A future eligibility writer must notify the existing projection
boundary. Independent SQL writers or another active server process are
outside this process-local signal contract.
- Authority and lineage remain sensitive. The worker uses the existing
selectors and publication policy; it does not grant execution or
disclosure authority.
- Native progress and other publication maintenance still have recurring
work. This PR removes one reason, not the entire chat maintenance timer.
- Worker quiet does not prove database suspension, host sleep, or
external alarm coverage. Cloud sleep blockers remain unchanged.
- Merge eligibility requires passing current-head CI and Greptile 5/5
after this actual-master reconciliation. Subsequent stack slices retain
their own gates.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and
context-window size are not exposed. Used repository inspection,
reasoning, shell execution, PostgreSQL tests, browser E2Es and GitHub
tools.

## 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 available in this session)
- [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 the documented focused 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>
2026-10-28 11:07:54 -05:00
DottaandPaperclip 2495e29f7f Preserve company display names in cloud tenants (#10845)
Prefer the trusted organization name, repair known machine-generated legacy names with compare-and-set safety, and preserve the audited fallback behavior required by PAP-16331.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-04 19:37:08 -05:00
Devin Foley 1c52f02d34 Let cloud tenant sessions reach companies they hold memberships in (#10524)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - On Paperclip Cloud, each stack authenticates its users to the tenant
app through trusted headers (`resolveCloudTenantActor`), which seed a
primary company for the stack
> - That actor was pinned to exactly one company — the seeded primary —
regardless of any other companies the user actually holds a membership
in
> - Companies created later (via the import flow, or company creation)
write real membership rows for the user, but the pinned actor ignored
them, so those companies showed up in listings yet returned "User does
not have access to this company" when opened
> - This pull request unions the pinned primary with the user's own
active membership rows, exactly as a locally authenticated session
already does
> - The benefit is that a Cloud user can reach every company they belong
to — most visibly, a company they just imported

## Linked Issues or Issue Description

- Refs #10507 (Import/Export — imported companies were unreachable on
Cloud stacks). No open issue; bug described above (companies visible in
listing but unreachable; expected: reachable when the user holds an
active membership).

## What Changed

- Extracted the session path's own active-membership query into
`loadActiveUserCompanyMemberships(db, userId)` (single-sourced; the
session path now calls it too).
- `resolveCloudTenantActor` unions its result with the pinned primary:
`companyIds = [primary, ...others]`, memberships likewise, primary
first. Strictly per-user; a membership-read failure degrades to
primary-only (mirrors the existing fail-closed owner-elevation pattern).
No change to owner instance-admin elevation, grant seeding, the stale
instance-admin purge, or trusted-header validation.
- Grants are seeded at membership creation across all flows (company
create, invite/join, import), not per request — so no extra seeding was
added here.

## Verification

- `@paperclipai/server` typecheck clean.
- `cloud-tenant-actor.test.ts` (+ union / other-user-excluded /
inactive-excluded / no-rows-identical cases),
`auth-session-route.test.ts` (route-level: trusted headers reach a
unioned company through `assertCompanyAccess`), plus agent-auth,
authz-company-access, cross-company-authz, portability-routes — 83 tests
green.

## Risks

- Low and tightly scoped: only widens a Cloud actor's reachable
companies to those it already holds active memberships in; users without
extra memberships, other users' rows, and owner elevation are all
unaffected. Read failure fails closed to primary-only.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI,
extended thinking + tool use.

## 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 16:36:50 -07:00
Jannes StubbemannandClaude Opus 4.8 606e74d11f cloud_tenant: company-scoped tenants, never instance-admin (#7525)
## Thinking Path

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

## Linked Issues

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (none duplicate this; related issues Refs #966 / #5015 are
linked in the issue section)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (no UI changes)
- [x] I have updated relevant documentation to reflect my changes (no
existing docs reference `cloud_tenant` mode)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-11 17:59:32 -07:00
DottaandPaperclip ae23e02526 Support Cloud tenant identity bootstrap
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-03 21:55:52 -05:00
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