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## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A managed instance gets its instance-level environments from the `PAPERCLIP_MANAGED_CONFIG` document > - That document cannot declare a plugin environment yet, so a managed instance cannot get a plugin-provided environment without manual setup > - The full change is split into three pull requests. This first one adds the plugin environment rows and their write floor, and nothing calls them yet > - The second pull request lets the managed config declare plugin entries and provisions them at boot. The third sets the instance default once and advertises the new managed-config capability > - The benefit is a smaller review for each step, and no instance changes behavior until the last step lands ## Linked Issues or Issue Description **Subsystem affected** Server environments (managed-config environment provisioning, environment routes) and the board UI's adapter Test target. **Problem or motivation** A managed instance cannot get a plugin environment from its managed config. Company settings cannot create one either. So each managed instance that needs one requires manual setup. **Proposed solution** Over three pull requests, let an `environments` entry in the managed config declare `driver: "plugin"`. Boot then provisions one locked row for each plugin entry, and makes one of them the instance default once on new instances. This pull request adds only the row layer: create or adopt a marked row, archive it, find it, and keep tenants from editing it. **Alternatives considered** Manual setup on each instance, and a new control-plane endpoint. Both need a step outside the deploy. The managed config already delivers the sandbox entry. **Roadmap alignment** This extends the existing managed-config `environments` section, which already provisions the managed sandbox. It adds no new product surface. ## What Changed - New `server/src/services/managed-plugin-environments.ts`, used through new `environmentService` methods (`ensureManagedPluginEnvironment`, `archiveManagedPluginEnvironment`, `findManagedPluginEnvironment`): - The ensure validates the driver config through `normalizeEnvironmentConfig` and `validatePluginEnvironmentDriverConfig`, the same path an operator-created plugin environment takes. - It marks the row `managedByPaperclip: true` and `managedPluginEnvironment: "<pluginKey>:<driverKey>"`. - It adopts an existing unmarked row for the same plugin and driver instead of adding a second one, so a hand-made row keeps its agents. - A row that already matches gets no write. Changes write activity log entries. - Archive sets an active marked row to `archived`. The next ensure reactivates it. - Migration `0437`: unique index `environments_managed_plugin_environment_idx` on `metadata ->> 'managedPluginEnvironment'`. This is the only schema change of the three pull requests. Snapshot `0432` is pruned to keep the five newest. - `server/src/routes/environments.ts`: `isPlatformProvisionedEnvironment` also covers the new marker (write floor and redaction). `managedPluginEnvironment` is a reserved marker key, so a client cannot stamp it on its own row. Nothing provisions marked rows yet, so the marker-clear escape hatch stays open for them. The next pull request refuses it while the managed config declares the row's entry. - `ui/src/lib/adapter-test-environment.ts`: `resolveManagedSandboxEnvironmentId` requires `driver === "sandbox"`. The plugin row also carries `managedByPaperclip`, so the old "not local" check could take it for the managed sandbox. ## Verification - `cd server && npx vitest run src/__tests__/managed-plugin-environments.test.ts` (embedded Postgres): - The ensure creates the marked row through the plugin validator. A second ensure writes nothing and logs nothing. - A hand-made row for the same plugin and driver is adopted. It keeps its id and its agents. - Archive, then ensure, reactivates the row. - The ensure refuses while the plugin has no running worker, and refuses a name that another environment holds. - The unique index allows one row per marker. - `npx vitest run src/__tests__/environment-routes.test.ts`: on a cloud-managed instance, edit, env-var edit, status change and delete of a marked plugin row are refused, including for instance admins. The marker alone keeps the floor. A client cannot stamp the marker. The marker clear is allowed. - `npx vitest run src/__tests__/environment-service.test.ts`: passes. - `cd ui && npx vitest run src/lib/adapter-test-environment.test.ts`: the plugin row is never taken for the managed sandbox. Under managed-sandbox-only, an agent on the sandbox tests in the sandbox, and an agent on the plugin environment tests there. - `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/db check:migrations` pass. - I did not run the full `pnpm test:run`, `pnpm -r typecheck` or `pnpm build`. CI covers them. `pnpm verify` asks for broader verification because of the migration. ## Risks - Migration: one new partial unique index on a small table. No row carries the marker before this change, so the index cannot fail on existing data. - No caller uses the new ensure yet, so no instance changes behavior. - The UI change affects only lists that hold a non-sandbox row with `managedByPaperclip`. Today that is only the local row, which the old check already excluded. > 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 - Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code with tool use (file edits, shell, test runs). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>