Commit Graph
15 Commits
Author SHA1 Message Date
DottaandPaperclip ac9459bae3 feat: configure company agent observability (#16874)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Companies use several agent harnesses and execution environments.
> - Operators need one place to select where native agent logs and
traces go.
> - An inference proxy would add a dependency to the agent request path.
> - This pull request supplies native OpenTelemetry settings to managed
Codex and Claude Code processes.
> - Company secrets protect destination credentials. Export failure does
not change the task result.

## Linked Issues or Issue Description

**Subsystem affected**

Company settings, shared contracts, database, server, adapters, and
runner.

**Problem or motivation**

An operator cannot configure a company destination for native agent logs
and traces. Manual harness configuration is hard to apply across local
and remote execution.

**Proposed solution**

Add one company destination: Braintrust or a custom OTLP HTTP/protobuf
endpoint. Apply a transient snapshot when execution preparation starts.
Keep credentials out of API reads, task environment manifests, recovery
files, and command arguments. Replace a warm process when its export
settings change and preserve its conversation.

**Alternatives considered**

Multiple destinations can use a user-operated collector for fan-out.
This change does not add a collector, an inference proxy, or transcript
scraping.

**Roadmap alignment**

This extends company settings, secret management, and support for
multiple harnesses. The maintainer requested this implementation.
Searches for observability and Braintrust found no duplicate company
destination feature. Related infrastructure tracing work in #16236 has a
separate content-free contract.

## What Changed

- Add strict schemas, revision checks, encrypted secret storage,
activity records, and board-only settings routes.
- Add explicit synthetic logs and traces tests with a bounded HTTP
request and sanitized results.
- Supply native Codex configuration and Claude Code environment values
through local and remote launch paths.
- Preserve Codex login refresh through the existing managed credential
link. Retain unsaved drafts across background reads. Require complete
custom header re-entry when the endpoint origin changes.
- Separate process export compatibility from conversation identity.
Isolate generated Codex configuration and preserve resumable sessions,
including remote home refresh after export changes.
- Advance the immutable Pi/Copilot source attestations for shared
environment and sidecar code changes. Keep their provider payloads
unchanged and retain prior identities for decoding.
- Redact destination credentials throughout launch diagnostics and HTTP
logs.
- Add the production settings form, Storybook states and journey,
documentation, and feature/access map entries.

## Verification

- Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks
exported to Braintrust. API readback and the Braintrust UI showed the
test records. A real remote Daytona Codex task exported through the
legacy `exec` path.
- Live tests exercised content capture off, export disabled, warm
conversation reuse, and a destination that accepted connections but
never replied. Agent work succeeded and export requests stopped at the
configured three-second timeout. The UI connection test returned “Test
payload accepted”; the saved API key stayed masked after reload.
- All current-head CI test lanes, typechecks, packaging/build checks,
and required aggregates passed on
`71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)).
Greptile completed on that exact commit at 5/5, with zero unresolved
review threads. The additional optional Paperclip Review check remains
queued waiting for its assigned agent.
- Local workspace typecheck and build passed. Focused verification
included 239 combined runner tests, 789 API/native-session tests, 107
Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the
affected Rust suites. Migration, token, map, Storybook catalog, and
Storybook build checks passed during acceptance. These checks ran at the
relevant implementation or merge boundary; the current-head CI is the
complete final gate.
- Managed AI credential projections now receive enabled and disabled
company export settings; genuine caller-owned Codex homes remain
untouched. Two regressions reproduced the skip before the repair. All
276 engine/lifecycle tests and adapter-utils typecheck pass afterward.
The launched TOML retains provider/MCP settings, credential continuity,
and redaction.
- Settings saves, removal, and the real company-deletion owner acquire
secret mutation ownership before database locks. PostgreSQL NOWAIT
probes cover all three paths; concurrent save/rotation/removal/deletion
requests settle correctly. The affected suites passed 137 tests,
followed by all 32 service/connection cases after expanded deletion
coverage. Server and Codex adapter typechecks pass.
- Codex source profiles use the effective CLI argument list. A spawned
fixture CLI reproduced both ignored-argument failures; all three
precedence/fallback cases now pass.
- Real tar staging reproduced remote conversation loss in both API-key
and subscription modes before the repair. Both now pass: changing
managed settings preserves sessions, archives, native indexes, and
refreshed subscription credentials. A corrupt upload preserves the prior
config and conversation.
- Preserved failure evidence: initial CI caught stale Pi/Copilot source
attestations, a missing test-harness helper, and packaging fixture/probe
mismatches; those were corrected and covered by focused checks.
Superseded heads had intermittent attachment-composer timeouts despite
successful uploads; [the original trace and screenshot remain
available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203).
The same attachment case passed on the final head: [25/25 tests in shard
3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051).
- A connection-fault fixture also exposed a stale pooled socket after
its hang case; closing fixture responses isolated scenarios and the full
affected suite passed.
- The broad local test run was not clean: database resource failures,
timeouts, an older cached module graph, and a stale optional-resource
manifest assumption were recorded. Focused checks passed after the
documented fixes. This does not establish a clean full local pass.
- Native remote Codex, remote Claude, and the full ACPX Codex bridge
remain unqualified. The direct Codex resume test does not establish full
bridge acceptance.

## Risks

- Native exporters perform network requests from each execution
environment. A server connection test does not prove remote
reachability.
- Prompts, assistant responses, and tool content are enabled by default
when supported. Native caps and harness-specific controls still apply.
- Caller-owned Codex homes are unsupported for automatic configuration
and remain untouched.
- Native harnesses and their tool processes can inspect export
credentials. The settings form and documentation advise using
ingestion-scoped credentials. Retained headers remain bound to their
saved scheme, host, and port; changing origin requires fresh values or
removal.
- Migration 0357 adds a company-scoped row and secret reference. It is
safe to reapply. Secret removal and company deletion use the existing
secret lifecycle.
- Slow or unavailable destinations must not block task settlement.
Export settings take effect at the next execution preparation boundary.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and
browser verification. The exact serving model ID and context window size
are not exposed in 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 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>
2026-10-19 15:36:04 -05:00
DottaandPaperclip 5e62927a8f test(adapters): consolidate Codex staging permission guards (#16111)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-15 00:06:35 -05:00
DottaandPaperclip d432dc7fa3 Add GitHub-synced skill sources (#14713)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Company skills supply instructions and files to those agents.
> - GitHub imports already exist, but users cannot manage repositories
as skill sources.
> - Repository refresh also needs caller-authorized access and complete
local packages.
> - This pull request adds Sources inside Skills and reuses GitHub
connections from Apps.
> - Installed snapshots let agents use skills without fetching GitHub
during a run.
> - Manual refresh preserves skill identity and leaves failed imports on
their last good version.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: skills UI, server, database, shared contracts, and
runtime materialization.

**Problem or motivation**

Users keep skills in GitHub repositories. They need a clear way to
select, import, and refresh those skills. Existing imports do not expose
repository management or consistently preserve supporting files.

**Proposed solution**

Add company-scoped skill sources. Browse repositories from all
accessible GitHub connections, or paste a public repository or branch
URL. Select whole skill packages, inspect included files and reference
warnings, and install complete, immutable snapshots. Refresh each source
manually.

**Alternatives considered**

Project repository settings hide the workflow from Skills. A second
GitHub connector would duplicate credentials and grants. Upstream
editing and PR creation are separate work.

**Roadmap alignment**

This implements the Skills Manager direction in ROADMAP.md. The
maintainer requested this scope and reviewed the component and full-app
journey stories before implementation.

Related reports: Refs #10285, Refs #10949, Refs #13464. Related work:
#14356, #13656, #9268.

## What Changed

- Add source and entry records, an idempotent migration, company-scoped
APIs, and legacy GitHub import adoption.
- Reuse current caller grants and credential refresh. Combine and
deduplicate repository inventories across accessible connections. Pasted
public URLs also prefer the active user’s authorized connections. Tokens
stay in the Git child environment, never argv or disk.
- Fetch a shallow Git snapshot at one immutable commit. Scan the full
local tree, including hidden and nested folders. Read Git objects
without checkout or archive transformations and enforce nested package
boundaries.
- Bound Git downloads to 128 MiB and three minutes. Cancel active
process groups and remove incomplete downloads. Preserve cancellation
and deadlines while progress drains; close stalled HTTP progress streams
after 30 seconds. Reuse caller-scoped temporary snapshots for
preview/import after reauthorization.
- Index repository package boundaries once and cap expanded work at
1,000 packages, 10,000 files, and 100 MiB, including repeated copies of
shared blobs. Bound path depth and the shared path index. Discovery
keeps audited manifests without retaining all package bodies.
- Resolve moving branches before fetching so unchanged discovery reuses
caller-scoped snapshots. Limit active scans, scan frequency, and new
downloads per caller and company; quotas apply before metadata reads and
across connections, and cached scans do not consume the download quota.
- Store complete versions with script content, binary bytes, and
executable modes. Preserve these through copies, runtime caches, and
runner packaging.
- Stage downloads before publication. Use source leases, revision
checks, and transactional activity records. Keep installed versions
after failures, upstream deletion, deselection, and disconnect.
- Add the approved import flow, Sources page, selection tree,
provenance, read-only Studio behavior, and saved return from GitHub
setup.
- Add package manifests, commit-pinned file previews, and separate
runtime requirements and reference warnings. Supporting files are
included together; nested skills remain independently selectable.
Preview requests reauthorize the caller and re-audit package content.
- Show installed skills as compact links beneath each source. Repository
titles open GitHub. Keep Refresh, Select skills, and Disconnect source
in a three-dot menu. Source rows omit the branch, imported count, and
refresh timestamp; action alignment and repository titles work at narrow
widths.
- Stream discovery metadata over an opt-in NDJSON response. Show
measured Git download progress and real package/file counts, animate
newly checked skills, support cancellation, and require a complete scan
before selection. Keep the existing JSON API.
- Retain component stories and add a separate full-app journey story
group. Include fixed progress states and interactive scan,
large-repository, interruption, and saving stories.
- Update Skills documentation and product contracts. Suppress private
GitHub skill references in telemetry. Privacy review requested for the
telemetry changes.

## Verification

- Local repository typecheck, full build, token gates, and Storybook
build passed during this work. Focused transport, authorization,
scanner, persistence, route, and UI tests pass. The final UI refinement
passes all eight focused UI tests, UI typecheck/build, and token gates.
The scanner resource and repeated-discovery fixes pass 132 focused
scanner, transport, authorization, source-service, route, and rate-limit
tests, plus server typecheck/build. Full-suite verification comes from
CI; the older full local Vitest run was stopped after unrelated chat
failures and a font-test failure, all of which passed in fresh focused
runs. At commit `1098d5996`, all 54 active checks pass; two optional
Storybook jobs are skipped. CI covers repository typecheck, build, the
full test suites, browser shards, and the canary dry run. Greptile is
5/5 with no open findings; the security scan also passes.
- Adversarial scanner tests verify repeated-blob byte accounting with
and without declared sizes, package/file/path caps, one-time repository
indexing, metadata-only discovery audits, and nested package boundaries.
Additional tests cover branch movement, snapshot reuse, caller/company
quotas, isolation across connections, active-lease cleanup, quota
recovery, and rejection before any metadata API call.
- Real Git tests verify hidden paths, exact binary bytes, executable
modes, export-ignore preservation, symlink/submodule reporting, pinned
commits, caller-scoped cache reuse, cancellation, cleanup, and
credential isolation. Regression tests hold both download slots with
permanently blocked progress callbacks, verify timeout/cancellation
cleanup and retry, and exercise HTTP backpressure cancellation. Access
tests cover automatic public-URL connection selection and revoked
grants. Database tests verify company and grant audiences.
- Live isolated browser test: the public `anthropics/skills` scan now
completes and discovers all 20 skills without connecting an account.
Imported canvas-design with all 83 files, opened it from Sources, and
verified the installed binary-font preview/download control. Package
previews also expose the complete file inventory before import.
Cancelled an active Git download and retried successfully to all 20
discovered skills; the browser displayed measured download progress. The
current audits reject four other packages; eligible selections remain
importable.
- Browser checks verify the simplified source rows at desktop and narrow
widths, keyboard navigation into the actions menu, Refresh from the
menu, selection, and fixture disconnect with installed skills retained.
Storybook includes a menu-open checkpoint and a 320px layout.
- Storybook includes receiving/preparing download checkpoints and a
timed full-app import journey, plus cancellation, retry,
large-repository, and saving states. Streaming tests cover split UTF-8
frames, incomplete streams, late responses, cross-company requests, HTTP
errors, and JSON compatibility.
- Earlier live acceptance on this PR imported `stitch-skill` with
`DESIGN.md`, assigned it to an agent, disconnected its source, and ran a
successful Studio test that read both installed files. An editable copy
changed independently. Both Skills variants, mobile selection, and
return from GitHub setup were exercised.
- Private access, revoked credentials, OAuth success return,
binary/script preservation, concurrent refresh, transaction rollback,
version pins, and legacy adoption have automated coverage. A real
private-repository OAuth grant was not created during this test.

## Risks

- The migration groups recognizable legacy imports without provider
calls. Their first successful refresh completes the local package
snapshot.
- Reference checks are advisory. They cover Markdown links and explicit
relative resource paths, not arbitrary runtime dependency graphs.
Preview text is capped at 64 KiB; imported bytes remain complete.
- Git must be installed on the server. Shallow fetches still download
the branch snapshot, including files outside selected packages.
Downloads have size/time/concurrency limits. Temporary caches are
bounded and caller-scoped. GitHub API quota still applies to repository
metadata and the connection picker; content no longer uses per-file API
requests. Failed scans retain installed content.
- Sources depend on the current caller's GitHub access. A saved
connection does not grant access to another person's token.
- GitHub script support and immediate manual refresh are explicit
maintainer-approved requirements. The operator trusts the selected
repository and accepts upstream script and executable-mode changes on
refresh. Static audits are not a sandbox or a guarantee of safe code;
agents may later invoke installed helpers under their runtime
permissions. Import and refresh do not execute scripts, hooks, package
installation, or builds. Raw URL and skills.sh imports keep their prior
script restrictions.
- Source originals remain read-only. Refresh affects subsequent unpinned
runs; explicit pins and active runs retain their versions.
- The telemetry change removes source-managed GitHub identifiers from
skill-reference events. It introduces no event or field. Please review
the privacy boundary.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and
browser tools. The exact serving model ID and context-window size are
not exposed in 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 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>
2026-09-30 13:32:58 -05:00
DottaandPaperclip 18dac1e1ef feat(connections): add experimental memory providers and remote MCP access (#13942)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Connections give agents governed access to external tools.
> - Agents need durable memory across tasks and execution environments.
> - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory
tools.
> - This pull request adds their setup flows behind an experimental
toggle.
> - It also delivers assigned MCP tools through the native remote Codex
runner.
> - Operators can connect a provider once and use the same governed
tools locally or in Daytona.

## Linked Issues or Issue Description

**Problem or motivation**

The Apps catalog lacks a complete set of memory providers. Remote native
Codex agents also need access to assigned managed MCP tools without
receiving provider credentials.

**Proposed solution**

Add five memory connectors behind the disabled-by-default Experimental
memory connectors setting. Use the existing connection setup and
permissions UI. Default their tools to Allowed. Preserve company
boundaries, operator permission changes, provider scopes, and audit
attribution.

**Alternatives considered**

Direct provider credentials in each sandbox would duplicate setup and
bypass the managed gateway. The remote runner instead uses its existing
protocol channel to call the gateway on the server.

**Roadmap alignment**

This maintainer-requested experiment supports the Memory / Knowledge and
Connected Apps roadmap areas. It adds provider connections without
introducing a separate memory UI. Related connector authoring
documentation is tracked in #13692; no duplicate memory-provider
implementation was found.

## What Changed

- Add provider definitions, official branding, and the experimental
setting for all five providers.
- Use OAuth for Zep and Supermemory, API credentials for Mem0 and
Honcho, and a bundled Cloud API bridge for Cognee with no runtime
downloads or subprocesses.
- Default memory tools to Allowed and classify destructive actions
explicitly.
- Fix personal remote credential resolution and propagate provider tool
errors.
- Relay assigned managed MCP tools to remote native Codex through the
runner protocol. Recheck current authority for each call and rotate
stale tool contracts.
- Add 21 Storybook states and complete OAuth walkthrough fixtures.
- Document provider research, sanitized tool inventory, and live local
and Daytona proof.

## Verification

- Passed workspace typecheck: `pnpm -r typecheck`.
- Passed production build: `pnpm build`.
- Full local `pnpm test:run`: 13,273 passed, with failures from
process/readiness timeouts under parallel load. Reran all 16 affected
suites with one worker: 456 passed, leaving two macOS `/var` versus
`/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`.
No test failures remain unverified. Latest-head remote CI passes all 54
checks (two optional Storybook jobs skipped). Greptile is 5/5 with no
unresolved findings.
- Latest Cognee gateway regression: 71 passed, including public
deployment without a runtime host and immediate recovery after a
provider error. Bundled bridge tests: 25 passed.
- Browser setup and real agent tasks exercised all five providers. Mem0,
Cognee, Zep, and Honcho have successful store/retrieve proof.
- Supermemory now has scoped read/write consent. Local storage and real
Daytona write, document read, and semantic recall passed; indexing
completion was verified before claiming success.
- All five providers were exercised through a real Daytona sandbox and
its native runner MCP relay. Provider credentials remained on the
server. The final bundled Cognee bridge also passed a fresh Daytona
store/recall run. All disposable sandboxes were removed and verified
absent after testing.
- Storybook is rebuilt and contains the experimental toggle, catalog,
setup, permissions, and error states. The Zep and Supermemory access
steps advance correctly.

## Risks

- Provider OAuth scopes and plan limits remain independent of Paperclip
tool permissions. An Allowed tool can still be rejected by the provider.
- Providers can queue memory indexing; save acceptance does not prove
that semantic recall is ready.
- Remote tool contracts must stay synchronized with current connection
authority. Regression tests cover revocation and stale contracts.
- This change has no database migration. Existing connections remain
usable when the experimental catalog toggle is disabled.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository
edits, code execution, and browser automation. The exact context window
size is not exposed in this session. Live acceptance agents used
`gpt-5.6-sol`.

## 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>
2026-09-24 15:54:38 -05:00
Devin Foley bce976d60d feat: bind an agent to a Codex login whose account differs from the company default (#13067)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter signs agents in to OpenAI, and a company
keeps one default Codex identity in its shared company home
> - A login with a DIFFERENT account than the company default is
deliberately kept out of the shared home — one agent's sign-in must not
switch every unbound agent's credentials — but that left the
cross-account login inert: nothing connected the agent the operator was
configuring to the credential the login stored
> - The stored credential and its company secret already exist; only the
last mile — an agent actually using them — was missing
> - This pull request reports a non-secret binding claim on the
authenticated login and lets the agent page bind that one agent's
`CODEX_HOME` to the account's secret, exactly and only when the
identities differ
> - The benefit is that multi-account Codex becomes one click on the
agent that needs it, with company-wide identity untouched

## Linked Issues or Issue Description

**What happened?**

On an agent's detail page, "Sign in with Codex" using a different OpenAI
account than the company default succeeds but changes nothing for that
agent. The credential lands in the per-identity store and a company
secret names it, but the agent keeps using the company default. The Test
keeps reporting that authentication is needed, and no repeat login
helps.

**Expected behavior**

When the operator deliberately signs an agent's page in with a different
account, that agent starts using that account. Agents that were not part
of the action keep the company default. A same-account login keeps
working through the shared company home with no per-agent pinning.

**Steps to reproduce**

1. Configure a company whose Codex home holds account A.
2. Open a `codex_local` agent's detail page with a sandbox environment
and complete "Sign in with Codex" using account B.
3. Press Test. Before this change the agent still resolves account A and
the authentication-needed check returns.

## What Changed

- `packages/adapters/codex-local` — the prerequisite shield:
`isCodexAuthCachePath` recognizes per-identity credential-store entries,
and `seedManagedCodexHome` refuses to symlink, heal, or
API-key-overwrite an entry's `auth.json`. The seeding pass runs before
every probe and execute; without the shield, an agent bound to an entry
would have its stored login silently swapped for the host credential.
Static shared config files still copy in. Rotation already survives
binding: the sandbox copy-back writes rotated credentials into the
identity-keyed store slot.
- `server` — the promotion records whether the company default home
ended on a different account than the login (any read failure degrades
to `false`, so the client can never be told to bind wrongly). After the
terminal commit, the routes layer remembers a non-secret claim — the
opaque account-home secret id plus that verdict — in a bounded in-memory
map, and merges it into the owner read of an `authenticated`
`codex_local` session. A restart drops the claim; the panel then shows
plain success.
- `packages/shared` — `CodexAccountBindingClaim` on the owner session
response. It carries no account identifier and no credential byte.
- `ui` — the login panel reports the claim upward once. The edit-mode
form binds the agent's `CODEX_HOME` to the secret and saves in one step,
only when `companyIdentityDiffers` is true. Same-account logins bind
nothing on purpose: the company-home refresh already carried them, and
an unbound agent keeps following the company default across rotations.
Create mode is unchanged.

## Verification

- Adapter suite: 381 passed, 1 skipped (includes the new store-entry
shield tests and the path-predicate cases).
- Server suites (8 files): 130 passed, 15 skipped — including two new
route tests that drive a login to `authenticated` and assert the claim
with both identity verdicts.
- UI render suite: 85 passed — including a panel test that the claim is
reported upward exactly once.
- `tsc --noEmit` clean in `packages/shared`, the adapter package, and
`ui`; `server` clean for the touched file.

## Risks

- The bind changes one agent's configuration through the normal
agent-update patch, initiated by the operator's own login on that
agent's page. The failure direction of every fallback is "offer
nothing": a missing claim, a restart, or an unreadable company home all
degrade to no bind.
- The seed shield narrows what the seeding pass may touch; homes outside
the credential store behave exactly as before, covered by the existing
seed tests.
- Builds on the sign-in credential-resolution fix (#13064), now merged;
this branch is rebased onto master and the diff contains only the
binding feature. Supersedes #13066, which GitHub auto-closed when its
stacked base branch was deleted on merge.

## Model Used

Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended
thinking, agentic tool use in Claude Code (terminal).

**Related PRs (searched; no duplicates found):** #12740, #12082, and
#9621 touch adjacent Codex credential sync paths; #8495 is the standing
hardening effort for probe auth seeding.

## 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 (no
standalone docs cover this flow; the behavioral contracts are documented
in-line at each changed site)
- [x] I have considered and documented any risks above
2026-09-10 07:15:01 -07:00
Devin Foley fe5e68d7a5 fix: make Codex sign-in and the environment test agree on the credential a run uses (#13064)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter signs agents in to OpenAI with a
device-code login, and the agent page has a Test button that probes the
sandbox with the credentials a real run would use
> - The login stored its credential where the Test never looked: the
company Codex home kept an old shape-valid credential, so the Test
failed with "authentication needed" right after a successful sign-in
> - The Test also staged a different Codex home than a real run
resolves, so the Test and real runs could disagree in both directions
> - This pull request makes the login, the seeding pass, and the Test
probe agree on one credential resolution
> - The benefit is that a sign-in from the agent page fixes the Test on
the next click, and a green Test means the same thing a real run
experiences

## Linked Issues or Issue Description

**What happened?**

Sign in with Codex works during onboarding but not on the agent detail
page. The operator completes the device-code login. The panel reports
success. The Test button still reports that authentication is needed. No
number of repeat logins changes the result.

Three defects combine to cause this:

1. The device-login promotion only wrote the company default Codex home
when that home held no shape-valid credential. A stale credential (for
example a symlink to an old host login) blocked the write forever, so
the fresh login stayed invisible to the Test.
2. The seeding pass that runs before every probe and execute replaced a
same-identity regular-file `auth.json` with a symlink to the host
credential, with no freshness comparison. Even a freshly promoted
credential was deleted on the next Test.
3. The sandbox hello probe always staged the company default home. An
agent with a configured `CODEX_HOME` was tested against one credential
and ran with another.

**Expected behavior**

A completed sign-in updates the credential the Test probes. The Test
stages the same Codex home a real run resolves. A stale credential never
outranks a strictly newer one from an interactive login.

**Steps to reproduce**

1. Configure a company whose Codex home holds a shape-valid credential
that no longer authenticates (for example an old host login symlink).
2. Open a `codex_local` agent's detail page with a sandbox environment
and press Test. The result shows the authentication-needed check.
3. Complete the "Sign in with Codex" device-code flow from the panel.
4. Press Test again. Before this change the result still shows
authentication needed.

## What Changed

- `packages/adapters/codex-local/src/server/adapter-auth-promotion.ts`:
the promotion writes the company default home unconditionally. The
shared `last_refresh` merge predicate scopes the write. It seeds an
absent or unusable slot, refreshes a same-identity slot only with a
strictly newer credential, and keeps a slot a different account or an
API-key file holds. The atomic rename replaces a symlinked `auth.json`
at the link itself. It never writes through into the host home.
- `packages/adapters/codex-local/src/server/codex-home.ts`: the
same-identity heal in `seedManagedCodexHome` is freshness-aware. A
regular-file credential is swapped for the shared symlink only when the
shared source is strictly fresher by `last_refresh`. Ties and
unparseable timestamps keep the file, which matches the predicate's
fail-closed direction. A genuine stale copy still heals as soon as the
host credential rotates past it.
- `packages/adapters/codex-local/src/server/test.ts`: the sandbox hello
probe prepares and stages the same home a real run resolves. The
identity-anchored cache vend runs first. A configured managed
`CODEX_HOME` is seeded in place and staged. A genuine external override
is staged as-is and never seeded or mutated.
- Tests: new pins for the strictly-newer company-home refresh, the
different-account keep, the symlink-replaced-without-writing-its-target
property, the freshness-aware heal (newer kept, older healed, ties
kept), the configured-home staging, and the external-home no-mutation
proof. The remote-probe suite now pins `CODEX_HOME`/`PAPERCLIP_HOME` to
scratch directories so no test can touch a real `~/.codex`.

## Verification

- `pnpm exec vitest run packages/adapters/codex-local/src --root
packages/adapters/codex-local` — 378 passed, 1 skipped.
- Server suites for device login, reconciliation, and the codex adapter
(8 files) — 128 passed, 15 skipped.
- `tsc --noEmit` clean in the adapter package.

## Risks

- Behavioral shift is scoped by the shared merge predicate: only a
strictly newer same-identity login can displace a company-home
credential, so a second account still never takes over the company slot,
and API-key files are never displaced.
- The heal keeps ties and unparseable timestamps instead of swapping. A
kept file self-corrects on a later seed once the source is provably
fresher; deleting a promoted credential is irreversible, so the failure
direction is chosen deliberately.
- The probe change makes the Test exercise the credential a run uses. A
Test that previously passed against the company home while the agent's
configured home was broken now fails honestly.

## Model Used

Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended
thinking, agentic tool use in Claude Code (terminal). Diagnosis traced
through the live promotion locks, the on-disk Codex homes, and the
adapter's credential-resolution code paths.

**Related PRs (searched; no duplicates found):** #12740, #12082, and
#9621 touch adjacent Codex credential sync paths; #8495 is the standing
hardening effort for probe auth seeding.

## 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 (no
standalone docs cover this flow; the behavioral contracts are documented
in-line at each changed site)
- [x] I have considered and documented any risks above
2026-09-08 17:16:17 -07:00
Devin Foley 48f4ae16ac fix(codex-local): keep a promoted device-login credential when re-seeding the managed home (#11578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The codex_local adapter supports a device login that runs in a
trusted sandbox and promotes the credential into the per-company managed
Codex home
> - The managed-home re-seeding step treats every regular-file
`auth.json` as apikey-mode residue and removes it so the shared-home
symlink can be restored
> - The promotion writes the company credential as a regular file, so
the first environment Test or run after a successful login deletes it
> - On a server with no shared Codex login — any containerized
deployment — nothing replaces the file, and the UI reports that the
sandbox has no ready authentication right after it reported a successful
login
> - This pull request makes the cleanup identity-anchored: a
subscription credential whose identity the shared source does not hold
survives re-seeding
> - The benefit is that a device login stays usable after Test and runs,
on hosts with and without a shared Codex login

## Linked Issues or Issue Description

No public GitHub issue covers this. The problem is described in-PR
following the bug template. Related public PRs:
[#11237](https://github.com/paperclipai/paperclip/pull/11237) added the
sandbox device login and the credential promotion,
[#11097](https://github.com/paperclipai/paperclip/pull/11097) added its
building blocks, and the `ensureSymlink` heal for stale copies came from
the fix for #5028.
[#9621](https://github.com/paperclipai/paperclip/pull/9621) touches the
adjacent sandbox auth sync-back lane but not this defect.

**Subsystem affected**

packages/adapters/codex-local — managed `CODEX_HOME` seeding
(`codex-home.ts`).

**Current behavior**

A successful device login promotes the subscription `auth.json` into the
company Codex home as a regular file, and the UI reports the login as
authenticated. The next `seedManagedCodexHome` call — the environment
Test probe and every execute both run it — removes any regular-file
`auth.json` when no API key is configured, because the cleanup assumes
such a file is apikey-mode residue left by a previous run. It then
symlinks `auth.json` from the shared source home. On a server whose
shared home has no Codex login (a container image, for example), there
is no source to symlink, so the home ends with no credential at all. The
Test probe then reports "The sandbox has no ready authentication for
this adapter" immediately after a successful login, and a fresh login
repeats the same cycle. On a server whose shared home does hold a login,
the symlink silently replaces the promoted account with the host
account.

**Expected behavior**

The credential a device login promoted stays in the company home across
Test probes and runs. The #5028 heal (a stale regular-file copy of the
shared credential becomes a symlink to the live source) and the
apikey-residue cleanup keep working.

**Steps to reproduce**

1. Run the server in an environment whose shared Codex home
(`$CODEX_HOME` or `~/.codex`) has no `auth.json`.
2. Complete a Codex device login for a company; the promotion writes the
company home `auth.json` and the UI reports authenticated.
3. Click Test on a codex_local agent (or start a run). The probe reports
no ready authentication, and the promoted `auth.json` is gone from the
company home.

**Proposed solution**

Make the cleanup identity-anchored, the same rule the promotion and the
cache vend already use. A regular-file `auth.json` survives re-seeding
when it holds a usable subscription identity that the shared source does
not also hold, and the shared symlink does not replace it. A
same-identity regular file is still the #5028 stale copy and is still
healed into the symlink, because the symlink serves the same account
with live, rotating tokens. An apikey-mode or unreadable file is still
removed.

## What Changed

- `seedManagedCodexHome` reads the target `auth.json` before the cleanup
and keeps it when `readSubscriptionAccountId` yields an identity the
shared source `auth.json` does not hold. The kept file is excluded from
the shared symlink pass, and the function logs a fixed line when it
keeps the file.
- The function doc comment states the kept-promoted-credential rule.
- Four new `seedManagedCodexHome` test cases: a promoted credential with
no shared auth, a promoted credential with a different shared identity,
the same-identity #5028 heal, and apikey-mode residue removal.

## Verification

```sh
cd packages/adapters/codex-local
npx tsc --noEmit         # clean
npx vitest run           # 28 files, 321 passed, 1 skipped
```

The four new cases fail on the previous code: the first two observed the
promoted file deleted (and, with a shared login present, replaced by the
shared symlink).

## Risks

Low risk. The change narrows one deletion path. Deployments that never
use the device login see no difference: without a promoted subscription
file, the cleanup and the symlink behave exactly as before, and the
#5028 heal is pinned by an existing test plus a new same-identity test.
The one deliberate behavioral shift: after a device login, the promoted
company credential now stays authoritative over the shared host login
for that company — which is the promotion's documented contract ("the
company credential slot").

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use and
code execution — investigation, implementation, and tests.

## 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
2026-08-17 20:11:07 -07:00
7985c1e000 refactor(codex-local): stage an allowlist for sandbox CODEX_HOME sync (#9972)
## Thinking Path

> - Paperclip manages AI agents for work; agents can run in remote
sandboxes via the codex-local adapter
> - When a remote sandbox run starts, the codex-local adapter syncs the
host CODEX_HOME directory into the sandbox so Codex can authenticate and
load its configuration
> - The old approach staged the entire CODEX_HOME and relied on a 4-name
denylist (`tmp`, `.tmp`, `sessions`, `shell_snapshots`) to exclude
unnecessary state
> - The denylist was too narrow: large host-local runtime files
(`logs_2.sqlite`, `plugins/`, etc.) still uploaded on every remote run —
state the sandbox never uses
> - Additionally, `config.toml` (which embeds the managed MCP
`Authorization: Bearer …` header) was staged at 0644, relying solely on
the staging directory's 0700 permission for protection — a
credential-bearing file without per-file least-privilege
> - This pull request replaces the denylist with an explicit allowlist:
only `{auth.json, config.toml, config.json, instructions.md, skills/}`
are staged into a private `0700` temp dir; all staged regular files are
written `0600` (fail-closed on any staging error)
> - The fix is adapter-local to `packages/adapters/codex-local` with
zero changes to the shared `packages/adapter-utils` seam; inbound
auth-merge and outbound copy-back are preserved unchanged

## Linked Issues or Issue Description

No public GitHub issue for this specific bug. Describing the problem
directly:

**Bug:** The codex-local remote sandbox sync uploads more CODEX_HOME
content than the sandbox uses, and stages a credential-bearing file with
an over-permissive mode.

- **What happened:** The codex-local adapter synced the entire
CODEX_HOME directory minus four directory names (`tmp`, `.tmp`,
`sessions`, `shell_snapshots`). Large host-local runtime artifacts — a
SQLite write-ahead log that can reach 420 MB, plugin directories, crash
logs — uploaded on every remote run. `config.toml` (which embeds the
managed MCP `Authorization: Bearer …` header) was staged at `0644`; only
the staging temp dir's `0700` mode prevented broader exposure.
- **Expected behavior:** Only the files Codex needs inside the sandbox
should sync: `auth.json`, `config.toml`, `config.json`,
`instructions.md`, and `skills/`. All staged regular files should use
mode `0600` (single-layer credential protection is insufficient for
secret-bearing files).
- **Steps to reproduce:** Run a remote codex sandbox from a host with a
mature CODEX_HOME. Observe the sync payload includes `sessions/`,
`*.sqlite`, `plugins/`, etc.

Related work: Refs #9621 (outbound auth sync-back in the same
codex-local adapter area; this PR covers the inbound staging direction)

## What Changed

- New `stageCodexHomeForSync(codexHomeDir)` helper in
`packages/adapters/codex-local/src/server/codex-home.ts` stages only
allowlisted files into a fresh `fs.mkdtemp`-created `0700` temp dir,
then registers that dir as the `home` asset (dropping the old `exclude`
field entirely)
- All staged regular files written with mode `0600` — auth.json holds
single-use OAuth tokens; config.toml embeds MCP bearer headers; least
privilege applies throughout
- Symlinks dereferenced to resolved file bytes (`auth.json` single-use
token, each `skills/` entry land as real files)
- Missing-but-optional allowlist entries skipped silently (keyring-only
mode with no `auth.json`; absent `config.json`)
- Staged temp dir removed on teardown AND on error; staging is
fail-closed — a staging error aborts the run rather than shipping a
partial CODEX_HOME
- `execute.ts` updated to call `stageCodexHomeForSync` instead of the
old whole-dir + denylist path; the `exclude` field is removed from the
`home` asset
- Adapter-local fix: zero diff to `packages/adapter-utils` (shared
managed-runtime seam untouched); inbound auth-merge (`provision`) and
outbound copy-back (`restore`) preserved unchanged

## Verification

```sh
# Full codex-local test suite
npx vitest run packages/adapters/codex-local
# 174/174 pass

# Shared seam regression — must be zero diff to packages/adapter-utils
npx vitest run packages/adapter-utils
# 14/14 pass; zero changes to packages/adapter-utils source

# TypeScript (both packages)
npx tsc --noEmit -p packages/adapters/codex-local/tsconfig.json
npx tsc --noEmit -p packages/adapter-utils/tsconfig.json
# Both clean
```

Key new test coverage
(`packages/adapters/codex-local/src/server/codex-home.test.ts`):

- Stager copies exactly the allowlisted entries and nothing else
- Staged `auth.json` dereferenced from symlink and written mode `0600`
- Staged temp dir created with mode `0700`
- ALL staged regular files mode `0600`, including `config.toml` carrying
an MCP bearer token (regression test fails against the pre-fix `0644`
path)
- Fail-closed: I/O error during staging removes the temp dir and
re-throws
- Missing-but-optional entries (`config.json`) skipped without error
- Dangling symlink entries skipped without error

Execute-path integration test (`execute.remote.test.ts`): home asset
uses staged dir; staged config preserves provider block; skills survive;
staged temp dir removed after run teardown.

## Risks

- **Allowlist narrower than denylist:** Any CODEX_HOME file not in
`{auth.json, config.toml, config.json, instructions.md, skills/}` is now
excluded. If a codex-local configuration stores additional files in
CODEX_HOME that the sandbox requires, those runs will miss that state.
This tradeoff is intentional — only known-necessary files sync.
- **Permission change:** `config.toml` previously staged at `0644`, now
staged at `0600`. Strictly more restrictive; no known behavioral impact
(the sandbox reads as the file owner). This was the security gap that
motivated the fix.
- **Fail-closed staging:** A staging error (disk full, temp dir creation
failed) now aborts the run rather than falling back to the raw
CODEX_HOME. This is the safer behavior, but it changes the failure mode
from "run with potentially wrong state" to "run aborted cleanly."

## Model Used

Claude Opus 4.8 (claude-opus-4-8), Anthropic. Reasoning/agentic tool-use
mode (extended thinking, multi-step tool calls).

## 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
- [ ] 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>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-07-21 19:50:21 -07:00
b79f744a8d Fix Codex auth merge host-unusable fail closed (#9276)
## Thinking Path

> - Paperclip is the open source platform people use to manage AI agents
for work
> - The Codex adapter runs agent tasks in isolated sandbox environments
on the user's machine
> - When a Codex sandbox is reused across agent runs, its home directory
(including `~/.codex/auth.json`) is restored from a prior snapshot
> - Both the host machine and the sandbox independently maintain
`auth.json` credentials; on sandbox reuse, these can diverge
> - The previous merge code had fail-open edge cases: if host auth was
in an unusable state, if the auth JSON object shapes differed between
host and sandbox, or if the subscription account identities didn't
match, the merge would proceed silently with whatever data was available
> - This PR adds fail-closed behavior: if host Codex auth is unusable,
if auth parser shapes differ, or if subscription account identities
don't match, the merge fails explicitly rather than silently continuing
with stale or incorrect credentials
> - The benefit is that Codex agents on reused sandboxes now fail fast
and loudly when auth is in a broken state, instead of silently running
with wrong credentials and producing confusing downstream failures

## Linked Issues or Issue Description

No pre-existing public GitHub issue. This is a targeted security
hardening fix for the Codex reused-sandbox auth merge path.

**Problem:** When a Codex sandbox is reused, the merge logic that
reconciles host and sandbox `auth.json` credentials failed open in
several cases:
- Host `auth.json` present but in an unusable state (missing required
keys, empty token material, malformed JSON) → merge would proceed with
whatever the sandbox had
- Host and sandbox auth payloads had different shapes (e.g., one uses
`OPENAI_API_KEY`, the other uses a `tokens` object) →
parser-differential case not detected
- Subscription account identities (`tokens.account_id`) differed between
host and sandbox → stale sandbox identity would be used silently

**Fix:** All three cases now fail closed. The merge returns an explicit
error rather than proceeding with potentially stale or mismatched
credentials.

Related PRs:
- Refs #9262 — sandbox Codex auth shadow warning (adjacent auth area)
- Refs #9259 — auth precedence exports (adjacent auth area)

## What Changed

- `packages/adapters/codex-local/src/server/codex-home.ts` — New file
with `hasUsableAuthPayload()`, `codexHomeHasUsableAuth()`, and full
Codex home setup/teardown. Includes fail-closed auth merge guards:
rejects unusable host auth, detects parser shape differentials, and
checks subscription account identity match before merging
- `packages/adapter-utils/src/workspace-restore-merge.ts` — New file
with directory snapshot diffing and restore-merge logic; the merge
operation fails closed when auth validation fails
- `packages/adapters/codex-local/src/server/codex-home.test.ts` — Unit
tests covering auth usability checks, symlink management, and
fail-closed merge paths
- `packages/adapter-utils/src/workspace-restore-merge.test.ts` — Unit
tests for snapshot/restore-merge behavior including fail-closed cases
- `packages/adapter-utils/src/sandbox-managed-runtime.ts` — Updated to
invoke the fail-closed auth merge during sandbox restore

## Verification

Tests run and passing:

```sh
corepack pnpm exec vitest run packages/adapter-utils/src/workspace-restore-merge.test.ts packages/adapters/codex-local/src/server/codex-home.test.ts
corepack pnpm exec vitest run packages/adapter-utils/src/sandbox-managed-runtime.test.ts
corepack pnpm --filter @paperclipai/adapter-utils typecheck
corepack pnpm --filter @paperclipai/adapter-codex-local typecheck
git diff --check origin/master HEAD
```

All passed locally before push.

## Risks

- **Intentional behavioral change (breaking for previously-silent
failures):** Reused sandboxes that previously completed auth merge with
unusable host auth, parser-differential auth shapes, or mismatched
account identities will now fail with an explicit error. This is the
correct behavior — the prior silent-proceed path was the bug. Users
affected will see a clear error message rather than a confusing
downstream auth failure.
- **Auth.json symlink migration:** `ensureSymlink()` detects stale
copied `auth.json` files (written by older Paperclip versions) and
replaces them with symlinks on first run. This is safe: the target is
always under the Paperclip-managed company home, never the user's real
`~/.codex`. Directories at the symlink path are left untouched (EISDIR
is not silently swallowed).
- **Low risk for non-reuse paths:** The fail-closed logic only activates
during sandbox restore/reuse. Fresh sandbox allocations are unaffected.

## Model Used

- **Provider:** Anthropic
- **Model ID:** claude-sonnet-4-6 (Claude Sonnet 4.6)
- **Context window:** 200k tokens
- **Mode:** Agentic coding with tool use; extended thinking not used
- **Role:** Code author (Priya Raman, BackendEngineer) with Harold Kim
(Git Expert) handling push and PR operations

## 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: Priya Raman <priya.raman@paperclip.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Harold Kim <harold@paperclip.ing>
2026-07-14 15:49:36 -07:00
DottaandPaperclip 931eec3fbf feat(mcp) [split 4/8]: wire gateway runtime and Smoke Lab (#9559)
## 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 4/8 and focuses on gateway runtime, Smoke
Lab, plugins, and server wiring
> - 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: The policy core needs runtime execution, endpoint guards,
route registration, heartbeat integration, and adapter MCP injection to
become operational.
- Proposed solution: Adds the remaining server routes/wiring/consumers,
runtime tests, adapter-utils MCP contracts, and Claude/Codex injection
implementations required by the server layer.
- 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/03-server-tool-access`.
- 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 gateway, endpoint guard, token
issuance, and runtime wiring; Greptile on every PR.

## What Changed

- Adds the remaining server routes/wiring/consumers, runtime tests,
adapter-utils MCP contracts, and Claude/Codex injection implementations
required by the server layer.
- 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`
- Changed server test set — 26 files, 382 tests passed
- Affected server adapter tests — 38 tests passed after concrete adapter
boundary move
- Adapter-utils and Codex focused tests — 76 tests passed

## Risks

- Remote endpoint validation, token handling, and runtime supervision
are security-sensitive and can fail closed or deny legitimate access if
misconfigured.
- 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 15:07:30 -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 67ca8287e8 fix(codex-local): seed managed auth into isolated homes (#8403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter isolates local Codex runs by assigning
managed `CODEX_HOME` state per company and per agent
> - PR #8272 tightened that isolation, but it left a gap: once
`CODEX_HOME` became explicit, the adapter treated it like a user-managed
override and skipped auth seeding
> - That meant newly isolated agents could launch with no usable
`auth.json`, hit OpenAI unauthenticated, and fail with `401 Missing
bearer`
> - Users who had already persisted one of those broken managed homes
could remain stranded even after config changes unless Paperclip
repaired the home itself
> - This pull request teaches Paperclip to seed managed homes correctly,
backfill already-stranded managed homes on startup, and reject
credential-less managed homes before they reach the provider
> - The benefit is that affected managed `codex_local` agents recover
automatically after upgrade and restart, without manual `CODEX_HOME`
surgery

## Linked Issues or Issue Description

- Fixes #497
- Refs #5028
- Related PR: #8272
- Related PR: #8399

## What Changed

- Distinguished Paperclip-managed `CODEX_HOME` paths from genuine
external overrides and always seeded auth into managed homes, even when
`CODEX_HOME` is explicit in config.
- Wrote API-key-backed `auth.json` files for managed homes when
`OPENAI_API_KEY` is configured, otherwise symlinked the shared Codex
auth for subscription/OAuth flows.
- Added a startup reconciliation pass that backfills already-isolated
managed homes created by the broken release so upgrade plus restart
repairs stranded agents automatically.
- Preserved previously resolved API-key auth when the stored
`OPENAI_API_KEY` binding is secret-backed and startup cannot resolve the
secret value directly.
- Hardened the managed-home preflight to require a credential-bearing
`auth.json`, not just file presence, and documented the recovery
behavior.
- Added regression tests covering managed-home seeding, fail-fast
behavior, and server-side startup reconciliation.

## Verification

```bash
pnpm exec vitest run packages/adapters/codex-local/src/server/codex-home.test.ts packages/adapters/codex-local/src/server/execute.auth.test.ts server/src/__tests__/codex-auth-reconciliation.test.ts server/src/__tests__/codex-local-execute.test.ts server/src/__tests__/server-startup-feedback-export.test.ts
pnpm --filter @paperclipai/adapter-codex-local typecheck
pnpm --filter @paperclipai/server typecheck
pnpm check:tokens
pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts
```

GitHub Actions `PR` workflow is green on latest head `e5b1e08d4`,
including policy, typecheck, test shards, build, e2e, serialized server
suites, and canary dry run. Greptile Review is green on latest head with
0 comments added. No UI changes.

## Risks

- Startup reconciliation now mutates persisted managed Codex homes at
boot. Risk is low because it only touches Paperclip-managed
company/agent home paths and no-ops when a home already has usable auth.
- Genuine external `CODEX_HOME` overrides remain intentionally
self-managed, so those users still own repair steps inside their custom
home.
- Hosts with neither shared Codex auth nor an explicit per-agent API key
now fail earlier with a clearer adapter error instead of surfacing a
downstream `401`, which changes timing but not capability.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in a local Codex session; exact
served model ID/context window were not exposed to the session. Tool use
and code execution were 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] 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] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-20 16:17:54 -07:00
c32193c85e test(codex-local): cover EEXIST race rejection with mismatched symlink (#5269)
## Thinking Path

> - The `codex-local` adapter sets up a per-company Codex home with an
auth symlink. Between `lstat` and `symlink` there is a race where two
concurrent setups can both try to create the same symlink, surfacing
`EEXIST`.
> - Master already handles this at runtime via `createExpectedSymlink`,
which accepts `EEXIST` only when the raced-in entry resolves to the
expected source, and ships a regression test for the tolerated-race path
(symlink already points at the right place).
> - The symmetric path — `EEXIST` raised by a symlink pointing somewhere
else — must stay strictly rejected so a future refactor cannot silently
weaken the guard.
> - This PR locks that in with a single additive test. No production
code change.

## What Changed

- Added one regression test in
`packages/adapters/codex-local/src/server/codex-home.test.ts` that
injects an `EEXIST` whose raced-in symlink target points at a different
file, and asserts:
  - `prepareManagedCodexHome` rejects with `code: "EEXIST"`.
- The mismatched symlink is left on disk (we do not blindly overwrite
the raced-in entry).

Complements the existing "treats a concurrently-created expected auth
symlink as success" test already on master.

Refs #5240 (Stack B — codex-home adapter session/auth handling).

## Verification

- `pnpm --filter @paperclipai/adapter-codex-local exec vitest run
src/server/codex-home.test.ts` — passes.
- `pnpm --filter @paperclipai/adapter-codex-local typecheck` — clean.

## Risks

- Test-only change. No production code is modified.

## Model Used

- Provider: Anthropic
- Model: Claude (Opus 4.7)
- Mode/capabilities: tool-using coding agent with shell execution and
test verification

## 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
- [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
- [x] I searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-10 15:15:39 -07:00
c297ba2a80 fix(codex-local): replace stale auth.json copy with symlink on prepare (#5028) (#5240)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - codex_local runs Codex CLI under a per-company "managed home" so
multiple companies don't trample on each other's session state
> - For `auth.json` specifically, the managed home keeps a SYMLINK to
the user's real `~/.codex/auth.json` rather than a copy — Codex refresh
tokens rotate and are single-use, so any copy goes stale the moment the
source rotates and every subsequent run dies with `401
refresh_token_reused`
> - Older Paperclip versions copied `auth.json` instead. After
upgrading, `ensureSymlink()` saw a regular file at the target, hit `if
(!existing.isSymbolicLink()) return;`, and silently kept the stale copy
> - This pull request makes the upgrade path self-healing inside
`ensureSymlink()` itself: when the target is a regular file, unlink it
and create the symlink, since the target lives under the
Paperclip-managed home and is safe to delete. Directories are skipped to
avoid `EISDIR` on Unix (and inconsistent behavior on Windows)
> - The benefit is operators who upgraded from a copy-based version stop
getting refresh-token-reused failures without having to manually purge
`companies/<id>/codex-home/auth.json`, and the healing is
defense-in-depth even outside the `prepareManagedCodexHome` cleanup path

## What Changed

- `packages/adapters/codex-local/src/server/codex-home.ts` —
`ensureSymlink()` previously bailed out of the
`!existing.isSymbolicLink()` branch, leaving any pre-existing regular
file untouched. Now unlinks and recreates the symlink in that branch via
the existing `createExpectedSymlink()` helper (preserves the EEXIST
race-tolerance behavior added in #5119). A guard skips directories so
the call never throws `EISDIR` and aborts `prepareManagedCodexHome`.
Inline comment explains the safety: target is always under the
company-scoped managed home
(`<paperclipHome>/instances/<id>/companies/<companyId>/codex-home/`),
never the user's real `~/.codex`.
- `packages/adapters/codex-local/src/server/codex-home.test.ts` — adds a
regression test for #5028: pre-seed a stale copy at the target, run
`prepareManagedCodexHome`, assert the target is now a symlink and reads
through to the fresh source. The existing concurrent-symlink test is
preserved.

## Verification

```
pnpm --filter @paperclipai/adapter-codex-local exec vitest run
# Test Files  8 passed (8)
# Tests       26 passed (26)
pnpm --filter @paperclipai/adapter-codex-local exec tsc --noEmit
# clean
```

Manual repro flow that the regression test mirrors:
1. Create a stale copy: `echo '{"token":"old"}' >
<managedHome>/auth.json`.
2. Rotate source: `echo '{"token":"new"}' > ~/.codex/auth.json`.
3. Trigger any codex_local run — `prepareManagedCodexHome` is called
from the execute path, the managed file is now a symlink to the source,
and the CLI sees the fresh token.

## Risks

- **Low risk.** The new branch only fires when the target file is a
regular file (the upgrade path) — a pure copy that Codex couldn't have
written, since Codex never writes into the managed home. Operators in
steady-state on the symlink-based version are unaffected.
- The `fs.unlink` only runs against the per-company managed-home path,
never the user's real `~/.codex`. Inline comment makes this guarantee
explicit.
- A directory at the auth.json path is left in place (no silent `EISDIR`
crash) — this requires operator inspection rather than autonomous
deletion.
- The healing uses `createExpectedSymlink()` so it remains tolerant of
EEXIST races with concurrent prepare calls (the concurrent-symlink test
still passes).
- No DB / migration / schema impact.

## Model Used

- Anthropic Claude Opus 4.7 (claude-opus-4-7), via Claude Code CLI with
extended tool use (Read / Edit / Bash / Grep). No extended-thinking
budget consumed beyond default.

## 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, adapter-only
- [x] I have updated relevant documentation to reflect my changes —
inline comment explains the why and the safety of the unlink
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
- [x] I searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate

Fixes #5028.

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-10 06:50:20 -07:00
DottaandPaperclip 38c185fb8b [codex] Add agent permissions and controls plan (#6386)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies by keeping
task ownership, approvals, and operator control inside one control
plane.
> - Agent permissions and plugin-hosted company settings sit on the
boundary between autonomy and governance.
> - V1 needs scoped task assignment rules, plugin extension points, and
clearer company access surfaces without weakening company boundaries.
> - The branch builds the core authorization service, plugin SDK/host
APIs, and UI simplifications needed to support those controls.
> - Paperclip EE plugin surfaces were intentionally moved out of this
core PR per review direction, so this PR now carries only the public
core/plugin infrastructure work.
> - The latest updates preserve the PAP-9937 branch changes that belong
in this PR, remove the `design/` artifacts, and exclude the experimental
`plugin-briefs` package.
> - Greptile feedback was applied through the authorization/audit paths
and the final cleanup commit was re-reviewed at 5/5 with no unresolved
Greptile threads.
> - The benefit is safer assignment control with extension hooks for
richer permission products while preserving simple defaults for normal
operators.

## What Changed

- Added scoped task-assignment authorization decisions and routed
issue/agent assignment mutations through the authorization service.
- Added plugin SDK and host APIs for company settings slots,
authorization policy/grant management, assignment previews, and bridge
invocation scope propagation.
- Simplified core company access UI and moved advanced controls behind
plugin-provided settings surfaces.
- Added retry-now affordances for blocked issue next-step notices.
- Added protected-assignment enforcement for persisted
agent/project/issue policies, including explicit-grant fallback
behavior.
- Added incremental principal-access compatibility backfill for active
agent memberships and role-default human permission grants.
- Added the Markdown code block wrap action fix from the latest branch
changes.
- Removed `design/` artifacts from the PR and removed
`packages/plugins/plugin-briefs` from the final diff.
- Addressed Greptile feedback for plugin actor sanitization, legacy
membership handling, audit pagination, unknown grant-scope metadata, and
startup test mocks.

## Verification

- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54
tests passed.
- `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62
tests passed.
- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/plugin-access-authorization-host-services.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files
passed, 28 tests passed.
- `pnpm --filter @paperclipai/server typecheck` -> passed.
- `git diff --check` -> passed.
- `node ./scripts/check-docker-deps-stage.mjs` -> passed.
- `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed
with no lockfile update.
- `pnpm exec vitest run
ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed.
- `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0.
- GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`.
- Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0
comments/annotations added, 0 unresolved review threads.
- Confirmed the PR diff contains no `design/`,
`packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or
`.github/workflows` changes.

## Risks

- Medium: task assignment authorization paths are behaviorally stricter
for protected/private policy data, so existing plugin-authored policies
may block assignment until explicit grants or approval flows are
configured.
- Medium: plugin-host authorization APIs expand the surface area
available to trusted plugins and need careful review for company
scoping.
- Low: startup now performs a principal-access compatibility backfill,
but the migration and runtime backfill use conflict-tolerant inserts.

> 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 coding agent, tool-enabled workflow with shell,
git, and GitHub CLI access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-22 08:12:52 -05:00