Files
PaperClipAI/server/src/__tests__/export-fidelity.test.ts
Devin Foley 916c13501f Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company accumulates real state — issues, labels, blockers,
documents, work products, monitors, attachments, agents, routines — and
people need to move that state between instances: self-hosted to cloud,
cloud back to self-hosted, or plain backups
> - The experimental, flag-gated Cloud Sync transport (#6548) tried to
solve this host-to-host: the source pushed into a receiver over HTTPS
with a cross-instance consent/token handshake, which required the
destination to be publicly reachable and broke for common self-hosted
topologies (plain-HTTP LAN/VPN origins); the receiver half never landed
upstream at all
> - Meanwhile the portability bundle and the existing export/import
pages already move companies offline with none of those networking
constraints — but silently dropped labels, blockers, issue documents,
work products, monitors, and every attachment
> - This pull request removes the host-to-host transport and makes
Import/Export the single data-movement path: the pages become
first-class company-settings destinations, exports declare exactly what
they do not carry, and bundle schemaVersion 6 now carries all of the
above, with attachments as content-addressed sha256 blobs verified
before a single row is written
> - The benefit is a migration and backup flow that works between any
two instances with no reachability requirements, no cross-instance auth,
and no silent data loss

## Linked Issues or Issue Description

- Refs #6548 — the original Cloud Sync sender this PR supersedes and
removes.
- Related, not duplicates: #1697 (goals in the portability manifest —
orthogonal field addition), #954 (an earlier import/export +
skill-visibility proposal predating the current portability bundle).
- No open issue describes this directly, so in brief (feature-request
shape): **Problem** — moving a company between instances silently lost
labels (imports with label references actually hard-failed), blocker
relations, issue documents, work products, monitor state, and all
attachments, and the alternative Cloud Sync transport required the
destination to be publicly reachable over HTTPS plus a consent
handshake, which failed for typical self-hosted setups. **Desired
behavior** — one Import/Export flow in company settings that produces a
portable bundle carrying all of that data, tells the operator up front
what it cannot carry, imports with automations paused, and offers real
one-click activation afterwards.

## What Changed

- New export fidelity report (`GET
/api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel
on the Export page listing anything a bundle will not include (now only:
approvals, cost history, activity history)
- Imports accept `pauseAutomations`; imported agents and routines land
paused, the import result reports created routines, and the Import page
ends in an activation panel that actually resumes selected
agents/activates routines
- Export and Import pages promoted into the company-settings nav; the
Cloud Upstream wizard, ux-lab page, and API client removed; the old
settings route redirects to Export
- Host-to-host transport removed: upstream-sync/receiver-client routes
and services, CLI `cloud connect`/`cloud push` + keypair store, the
shared upstream transfer contract, and the `enableCloudSync` flag;
migration `0196` drops the two experimental `cloud_upstream_*` sender
tables
- Bundle schemaVersion 6: labels (definitions + per-task names, remapped
by name on import), blocker relations (`blockedBy` slugs,
cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`),
work products (system refs nulled), monitors (notes/scheduledBy
restored, imported un-armed)
- Attachments travel as content-addressed `blobs/<sha256>` entries
(deduped; comment-scoped attachments re-link via comment index); every
blob is hash-verified **before any write**, so a corrupted bundle cannot
leave a partially imported company; both zip codecs now round-trip
extensionless/binary entries byte-exactly; the Import page preflights
the inline body limit and offers continue-without-attachments
- v5 (and older) bundles still import, with an informational warning;
bundles newer than v6 are rejected cleanly
- Docs: board-operator import/export guide, CLI README, README/ROADMAP
updated

## Verification

- `pnpm -r` typechecks (shared, db incl. migration numbering/safety
checks, server, ui, cli) and `pnpm check:token-gates` — clean
- Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the
only 3 failures being pre-existing on `master` (2×
heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port;
reproduced identically with this change stashed); ui + cli suites green;
the embedded-Postgres export-fidelity suite applies the full migration
chain including the new `0196` against a fresh database
- Live end-to-end on a scratch instance: seeded a company with labels, a
blocker pair, an issue document, a work product, a monitor, an agent, a
routine, and two binary attachments (one comment-scoped) → export →
import into a fresh company → labels remapped to new ids, blocker edge
and document restored, monitor un-armed with notes intact, attachments
byte-identical (sha256-compared through the API), agents/routines paused
→ activation panel resumed them; a v5-shaped bundle imported with only
the info warning; flipping one byte in a blob made the import 422 with
**zero** rows created
- Reviewer repro: create a company with a labeled issue + attachment →
Settings → Export → download → Settings → Import on another
company/instance → watch the preview, apply with "start paused", then
activate

## Risks

- Migration `0196` drops
`cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables
behind a default-off flag; their connection/run history is intentionally
discarded
- Breaking removals are all of experimental, flag-gated surface:
`/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai
cloud connect|push`, and the `enableCloudSync` flag (stale keys in
stored instance settings parse harmlessly)
- Import remains non-atomic on mid-apply errors generally (pre-existing
behavior); the new blob verification specifically moved ahead of all
writes so tampered bundles cannot create partial state
- GitHub-sourced imports do not fetch `blobs/*` and skip attachments
with a warning

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with
extended thinking, tool use, and subagent orchestration; implementation
and review split across Fable 5 subagents, with live end-to-end
verification against a running instance

## 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
2026-07-30 11:37:00 -07:00

128 lines
4.7 KiB
TypeScript

import { randomUUID } from "node:crypto";
import { afterAll, afterEach, beforeAll, describe, expect, it } from "vitest";
import { companies, createDb, issueLabels, issueRelations, issues, labels } from "@paperclipai/db";
import { buildExportFidelityReport, collectExportFidelityCounts } from "../services/export-fidelity.js";
import {
getEmbeddedPostgresTestSupport,
startEmbeddedPostgresTestDatabase,
} from "./helpers/embedded-postgres.js";
const embeddedPostgresSupport = await getEmbeddedPostgresTestSupport();
const describeEmbeddedPostgres = embeddedPostgresSupport.supported ? describe : describe.skip;
if (!embeddedPostgresSupport.supported) {
console.warn(
`Skipping embedded Postgres export fidelity tests on this host: ${embeddedPostgresSupport.reason ?? "unsupported environment"}`,
);
}
describeEmbeddedPostgres("export fidelity counts", () => {
let db!: ReturnType<typeof createDb>;
let tempDb: Awaited<ReturnType<typeof startEmbeddedPostgresTestDatabase>> | null = null;
beforeAll(async () => {
tempDb = await startEmbeddedPostgresTestDatabase("paperclip-export-fidelity-");
db = createDb(tempDb.connectionString);
}, 20_000);
afterEach(async () => {
await db.delete(issueLabels);
await db.delete(issueRelations);
await db.delete(labels);
await db.delete(issues);
await db.delete(companies);
});
afterAll(async () => {
await tempDb?.cleanup();
});
it("counts labels, label references, blocker relations, and monitors scoped to the company", async () => {
const companyId = randomUUID();
const otherCompanyId = randomUUID();
await seedCompany(companyId);
await seedCompany(otherCompanyId);
const issueA = randomUUID();
const issueB = randomUUID();
const otherIssue = randomUUID();
await db.insert(issues).values([
issueRow({ id: issueA, companyId, identifier: "LOCAL-1" }),
issueRow({ id: issueB, companyId, identifier: "LOCAL-2", monitorScheduledBy: "agent" }),
issueRow({ id: otherIssue, companyId: otherCompanyId, identifier: "OTHER-1", monitorScheduledBy: "agent" }),
]);
const labelId = randomUUID();
const otherLabelId = randomUUID();
await db.insert(labels).values([
{ id: labelId, companyId, name: "bug", color: "#ff0000" },
{ id: otherLabelId, companyId: otherCompanyId, name: "bug", color: "#00ff00" },
]);
await db.insert(issueLabels).values([
{ issueId: issueA, labelId, companyId },
{ issueId: otherIssue, labelId: otherLabelId, companyId: otherCompanyId },
]);
await db.insert(issueRelations).values([
{ companyId, issueId: issueA, relatedIssueId: issueB, type: "blocks" as const },
]);
const counts = await collectExportFidelityCounts(db, companyId);
expect(counts).toEqual({
labelDefinitions: 1,
issueLabelReferences: 1,
issueBlockerRelations: 1,
issueDocuments: 0,
issueWorkProducts: 0,
issueAttachments: 0,
approvals: 0,
costEvents: 0,
activityLogEntries: 0,
issueMonitors: 1,
});
const otherCounts = await collectExportFidelityCounts(db, otherCompanyId);
expect(otherCounts.labelDefinitions).toBe(1);
expect(otherCounts.issueBlockerRelations).toBe(0);
expect(otherCounts.issueMonitors).toBe(1);
});
it("builds a report whose warnings reflect the collected counts", async () => {
const companyId = randomUUID();
await seedCompany(companyId);
const issueId = randomUUID();
await db.insert(issues).values([issueRow({ id: issueId, companyId, identifier: "LOCAL-1" })]);
const labelId = randomUUID();
await db.insert(labels).values([{ id: labelId, companyId, name: "bug", color: "#ff0000" }]);
await db.insert(issueLabels).values([{ issueId, labelId, companyId }]);
const report = buildExportFidelityReport(companyId, await collectExportFidelityCounts(db, companyId));
expect(report.schema).toBe("paperclip-export-fidelity-v1");
expect(report.companyId).toBe(companyId);
// Labels travel in the bundle now, so their counts stay informational.
expect(report.counts.labelDefinitions).toBe(1);
expect(report.counts.issueLabelReferences).toBe(1);
expect(report.warnings).toEqual([]);
expect(Date.parse(report.generatedAt)).not.toBeNaN();
});
async function seedCompany(companyId: string) {
await db.insert(companies).values({
id: companyId,
name: "Paperclip",
issuePrefix: `T${companyId.replace(/-/g, "").slice(0, 6).toUpperCase()}`,
requireBoardApprovalForNewAgents: false,
});
}
function issueRow(overrides: { id: string; companyId: string; identifier: string; monitorScheduledBy?: string }) {
return {
description: "",
status: "todo",
priority: "medium",
title: overrides.identifier,
...overrides,
};
}
});