Files
PaperClipAI/server
c5574599b1 fix(routines): exclude assignee configuration from detail responses (#9818)
## Thinking Path

> - Paperclip is the open-source control plane people use to manage AI
agents for work.
> - Routines are the subsystem that schedules recurring work and returns
routine detail to authorized company actors.
> - Routine detail embedded the complete assignee database row even
though its shared contract requires only assignee identity.
> - That full row can contain protected adapter and runtime
configuration, including environment bindings.
> - The service boundary should project only the fields the routine
contract actually needs.
> - This pull request replaces the full-row query with a company-scoped
identity projection and adds sentinel-based regression coverage.
> - The benefit is useful routine detail without exposing protected
assignee configuration.

## Linked Issues or Issue Description

No public issue exactly tracks this service-level exposure.

- Related prior PR: Refs #4967, an older route-level redaction approach
with broader changes and no focused routine serialization test.
- Related closed PR: Refs #5144, an unmerged prior implementation of the
same identity-projection approach.
- Related agent-route hardening: Refs #8779; that work covers direct
agent responses, while this PR removes protected fields from the routine
embed itself.

Bug details:

- Actual behavior: `GET /api/routines/{routineId}` could serialize the
complete assignee row, including protected adapter/runtime
configuration.
- Expected behavior: routine detail exposes only the assignee identity
required by `RoutineDetail`, including its derived `urlKey`.
- Reproduction: assign an agent with sentinel-only protected
configuration to a routine, retrieve routine detail, and inspect key
presence or serialize the response; no production value is needed or
recorded.
- Version/commit reproduced: upstream `master` immediately before this
PR.
- Deployment mode: service-level embedded Postgres test; the vulnerable
serializer is shared by supported deployments.

## What Changed

- Added a company-scoped assignee summary query in
`server/src/services/routines.ts` that selects only `id`, `name`,
`role`, and `title`, then derives the non-sensitive `urlKey` from the
name.
- Updated `getDetail()` to use that projection instead of selecting the
complete agent row.
- Added focused negative and positive identity assertions, including the
derived `urlKey`, in `server/src/__tests__/routines-service.test.ts`.
- Audited routine list/detail serialization and broader embedded-agent
query sites; routine list exposes only `assigneeAgentId`, while other
agent embeds use explicit projections or authorized agent endpoints.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts` —
57/57 passed.
- Focused sentinel regression test — passed.
- `pnpm -r typecheck` — passed.
- Server, UI, and CLI builds — passed; UI gzip-size completion used a
4096 MB Node heap.
- `git diff --check` — passed.
- Full `pnpm test:run` — 2,699 passed, 1 skipped, 9 failed in untouched
tests. The failures reproduce outside this change and are limited to
local-adapter `nohup`/PTY behavior, macOS `/tmp` versus `/private/tmp`
normalization, and one workspace-runtime auto-port fixture.

## Risks

- Low compatibility risk: the returned shape now matches the existing
shared `RoutineDetail` contract.
- A consumer relying on undocumented protected agent fields inside
routine detail will stop receiving them.
- No schema, migration, deployment, credential, or production-secret
changes are included.
- Rollback is a single commit revert, but reverting would restore the
exposure.

> This is security hardening for the already-shipped routines subsystem;
`ROADMAP.md` marks Scheduled Routines complete, and this PR does not add
or duplicate roadmap feature work.

## Model Used

- OpenAI GPT-5 via Codex, with repository search, local code execution,
tests, TypeScript typechecking, builds, Git, and GitHub API use. The
runtime does not expose a more granular snapshot ID or context-window
size.

## 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 relevant tests pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
documentation change is required for this contract-preserving security
fix)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
5 with no open P2s, recommendations, or follow-ups/- [x] Greptile is 5/5
with no open P2s, recommendations, or follow-ups/5 with no open P2s,
recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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Co-authored-by: ClawdeBot <clawdebot@Mac-mini-de-ClawdeBot.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 16:08:31 -07:00
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