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DottaandPaperclip
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## 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 8/8 and focuses on end-to-end coverage, operator docs, evals, and release notes > - 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 complete stack needs discoverable browser scenarios, operator guidance, threat modeling, eval coverage, and a parity proof before merge. - Proposed solution: Adds MCP user-story and Smoke Lab e2e suites, docs/evals/release notes, the skill update, and the root e2e driver script registration. - 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/07-ui-apps-activation`. - 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: QA for flag audit and e2e/browser acceptance; Greptile on every PR. ## What Changed - Adds MCP user-story and Smoke Lab e2e suites, docs/evals/release notes, the skill update, and the root e2e driver script registration. - 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` - `node --check scripts/e2e-mcp-user-stories.mjs` - `pnpm exec playwright test --config tests/e2e/playwright.config.ts --list` — 43 tests discovered - `git diff pap10341-split/08-e2e-docs 6b40e3876d9297105d4ec306e47e46d351c86172` — empty (0 bytes) ## Risks - Browser suites depend on runtime services and environment setup; this PR validates discovery locally while QA owns full flag-on/flag-off execution. - 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>
180 lines
6.6 KiB
Markdown
180 lines
6.6 KiB
Markdown
# Deployment Modes
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Status: Canonical deployment and auth mode model
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Date: 2026-02-23
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## 1. Purpose
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Paperclip supports two runtime modes:
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1. `local_trusted`
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2. `authenticated`
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`authenticated` supports two exposure policies:
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1. `private`
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2. `public`
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This keeps one authenticated auth stack while still separating low-friction private-network defaults from internet-facing hardening requirements.
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Paperclip now treats **bind** as a separate concern from auth:
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- auth model: `local_trusted` vs `authenticated`, plus `private/public`
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- reachability model: `server.bind = loopback | lan | tailnet | custom`
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## 2. Canonical Model
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| Runtime Mode | Exposure | Human auth | Primary use |
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|---|---|---|---|
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| `local_trusted` | n/a | No login required | Single-operator local machine workflow |
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| `authenticated` | `private` | Login required | Private-network access (for example Tailscale/VPN/LAN) |
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| `authenticated` | `public` | Login required | Internet-facing/cloud deployment |
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## Reachability Model
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| Bind | Meaning | Typical use |
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|---|---|---|
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| `loopback` | Listen on localhost only | default local usage, reverse-proxy deployments |
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| `lan` | Listen on all interfaces (`0.0.0.0`) | LAN/VPN/private-network access |
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| `tailnet` | Listen on a detected Tailscale IP | Tailscale-only access |
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| `custom` | Listen on an explicit host/IP | advanced interface-specific setups |
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## 3. Security Policy
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## `local_trusted`
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- loopback-only host binding
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- no human login flow
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- optimized for fastest local startup
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## `authenticated + private`
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- login required
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- low-friction URL handling (`auto` base URL mode)
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- private-host trust policy required
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- Better Auth request rate limiting is off by default for private mode to keep local/LAN repair loops from locking out the operator; set `PAPERCLIP_AUTH_RATE_LIMIT_ENABLED=true` to opt in
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- bind can be `loopback`, `lan`, `tailnet`, or `custom`
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## `authenticated + public`
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- login required
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- explicit public URL required
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- stricter deployment checks and failures in doctor
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- Better Auth request rate limiting is on by default; set `PAPERCLIP_AUTH_RATE_LIMIT_ENABLED=false` only when an explicit front-door limiter covers the deployment
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- recommended bind is `loopback` behind a reverse proxy; direct `lan/custom` is advanced
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- local stdio MCP runtime slots fail closed by default; set `PAPERCLIP_TRUSTED_MCP_RUNTIME_HOST` only when a trusted worker/runtime host is configured to supervise those processes. Remote HTTP MCP remains the preferred public-hosted path.
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## 4. Onboarding UX Contract
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Default onboarding remains interactive and flagless:
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```sh
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pnpm paperclipai onboard
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```
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Server prompt behavior:
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1. quickstart `--yes` defaults to `server.bind=loopback` and therefore `local_trusted/private`
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2. advanced server setup asks reachability first:
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- `Trusted local` → `bind=loopback`, `local_trusted/private`
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- `Private network` → `bind=lan`, `authenticated/private`
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- `Tailnet` → `bind=tailnet`, `authenticated/private`
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- `Custom` → manual mode/exposure/host entry
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3. raw host entry is only required for the `Custom` path
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4. explicit public URL is only required for `authenticated + public`
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Examples:
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```sh
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pnpm paperclipai onboard --yes
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pnpm paperclipai onboard --yes --bind lan
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pnpm paperclipai run --bind tailnet
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```
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`configure --section server` follows the same interactive behavior.
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## 5. Doctor UX Contract
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Default doctor remains flagless:
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```sh
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pnpm paperclipai doctor
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```
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Doctor reads configured mode/exposure and applies mode-aware checks. Optional override flags are secondary.
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## 6. Board/User Integration Contract
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Board identity must be represented by a real DB user principal for user-based features to work consistently.
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Required integration points:
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- real user row in `authUsers` for Board identity
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- `instance_user_roles` entry for Board admin authority
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- `company_memberships` integration for user-level task assignment and access
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This is required because user assignment paths validate active membership for `assigneeUserId`.
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## 7. Local Trusted -> Authenticated Claim Flow
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When running `authenticated` mode, if the only instance admin is `local-board`, Paperclip emits a startup warning with a one-time high-entropy claim URL.
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- URL format: `/board-claim/<token>?code=<code>`
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- intended use: signed-in human claims board ownership
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- claim action:
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- promotes current signed-in user to `instance_admin`
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- demotes `local-board` admin role
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- ensures active owner membership for the claiming user across existing companies
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This prevents lockout when a user migrates from long-running local trusted usage to authenticated mode.
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## 8. First Admin Setup For Fresh Authenticated Installs
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Fresh authenticated installs start in `bootstrap_pending` until the first
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`instance_admin` exists.
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For `authenticated/private`, Paperclip supports a browser-first setup path:
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1. open the Paperclip URL from the private network or appliance UI
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2. sign in or create a Paperclip account
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3. choose `Claim this instance` on the setup screen
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That browser claim promotes the signed-in session user to the first instance
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admin and then falls through to normal onboarding. The endpoint is available
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only to real browser session actors in `authenticated/private`; unauthenticated
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requests, agent keys, board API keys, and local implicit board actors are
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rejected.
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The CLI fallback remains supported in all authenticated setup states:
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```sh
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pnpm paperclipai auth bootstrap-ceo
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```
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That command prints a one-time first-admin invite URL. Browser claim and
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bootstrap invite acceptance share the same first-admin transaction, so whichever
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path wins first makes later attempts return a conflict.
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For `authenticated/public`, browser first-admin claim is intentionally disabled.
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Public deployments must use the high-entropy bootstrap invite path unless a
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future public-hosted setup design explicitly changes this policy.
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## 9. Current Code Reality (As Of 2026-02-23)
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- runtime values are `local_trusted | authenticated`
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- `authenticated` uses Better Auth sessions and bootstrap invite flow
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- `local_trusted` ensures a real local Board user principal in `authUsers` with `instance_user_roles` admin access
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- company creation ensures creator membership in `company_memberships` so user assignment/access flows remain consistent
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## 10. Naming and Compatibility Policy
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- canonical naming is `local_trusted` and `authenticated` with `private/public` exposure
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- no long-term compatibility alias layer for discarded naming variants
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## 11. Relationship to Other Docs
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- implementation plan: `doc/plans/deployment-auth-mode-consolidation.md`
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- V1 contract: `doc/SPEC-implementation.md`
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- operator workflows: `doc/DEVELOPING.md` and `doc/CLI.md`
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- invite/join state map: `doc/spec/invite-flow.md`
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