Add secrets provider vaults and remote import (#5429)

## Thinking Path

> - Paperclip orchestrates AI-agent companies and needs secrets handling
to work across local development, hosted operators, and governed agent
execution.
> - The affected subsystem is the company-scoped secrets control plane:
database schema, server services/routes, CLI workflows, and the Secrets
settings UI.
> - The gap was that secrets were local-only and operators could not
manage provider vaults or import existing remote references without
exposing plaintext.
> - This branch adds provider vault configuration plus an AWS Secrets
Manager remote-import path while preserving company boundaries, binding
context, and audit trails.
> - I kept the PR to a single branch PR, removed unrelated
lockfile/package drift, rebased the full branch onto the current
`public-gh/master`, and addressed fresh Greptile findings.
> - The benefit is a reviewable implementation of provider-backed
secrets with focused tests covering provider selection, import
conflicts, deleted secret reuse, rotation guards, and AWS signing
behavior.

## What Changed

- Added provider vault support for company secrets, including provider
config storage, default vault handling, health checks, binding usage,
access events, and remote import preview/commit.
- Added an AWS Secrets Manager provider using SigV4 request signing,
bounded request timeouts, namespace guardrails, cached runtime
credential resolution, and external-reference linking without plaintext
reads.
- Added Secrets UI surfaces for vault management and remote import, plus
CLI/API documentation for setup and operations.
- Stabilized routine webhook secret binding paths and SSH
environment-driver fixture bindings discovered during verification.
- Addressed Greptile and CI findings: no lockfile/package drift,
monotonic migration metadata, disabled-vault default races, soft-deleted
secret hiding/recreate behavior, remove behavior with disabled vaults,
soft-deleted external-reference re-import, non-active rotation guards,
managed-secret soft deletion through PATCH, and per-call AWS SDK
credential client churn.
- Rebased this branch onto `public-gh/master` at `0e1a5828` and
force-pushed with lease to keep this as the single PR for the branch.

## Verification

- `git fetch public-gh master`
- `git rebase public-gh/master`
- `git diff --name-only public-gh/master...HEAD | grep
'^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR
diff.
- Confirmed migration ordering: master ends at `0081_optimal_dormammu`;
this PR adds `0082_dry_vision` and
`0083_company_secret_provider_configs`.
- Inspected migrations for repeat safety: new tables/indexes use `IF NOT
EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column
additions use `ADD COLUMN IF NOT EXISTS`.
- `pnpm -r typecheck` passed before the Greptile follow-up commits.
- `pnpm test:run` ran the full stable Vitest path before the Greptile
follow-up commits; it completed with 3 timing-related failures under
parallel load: `codex-local-execute.test.ts`,
`cursor-local-execute.test.ts`, and `environment-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/codex-local-execute.test.ts
src/__tests__/cursor-local-execute.test.ts
src/__tests__/environment-service.test.ts` passed on targeted rerun
(`24/24`).
- `pnpm build` passed before the Greptile follow-up commits. Vite
reported existing chunk-size/dynamic-import warnings.
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts
src/__tests__/secrets-service.test.ts` passed (`39/39`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
typecheck` passed.
- Captured Storybook screenshots from `ui/storybook-static` for visual
review.
- Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites
1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review`
pass; aggregate `verify` is still registering the completed child
checks.
- Greptile review loop continued through the latest requested pass; all
Greptile review threads are resolved and the latest `Greptile Review`
check on `5ca3a5cf` passed with 0 comments added.

## Screenshots

Before: the provider-vault and remote-import surfaces did not exist on
`master`; these are after-state screenshots from the Storybook fixtures.

![Secrets
inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png)

![Secret binding
picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png)

![Environment editor with
secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png)

## Risks

- Migration risk: this adds new secret provider tables and extends
existing secret rows. The migrations were checked for monotonic ordering
and idempotent guards, but reviewers should still inspect upgrade
behavior carefully.
- Provider risk: AWS support uses direct SigV4 requests. Automated tests
cover signing, request timeouts, vault-config selection, namespace
guardrails, pending-version archival, sanitized provider errors, and
service-level cleanup paths. A real-vault AWS smoke test remains
deployment validation for an operator with AWS credentials rather than
an unverified merge blocker in this local branch.
- UI risk: the Secrets page and import dialog are large new surfaces;
screenshots are included above for reviewer inspection.
- Verification risk: the full local stable test command hit
parallel-load timing failures, although the exact failed files passed
when rerun directly.
- Operational risk: remote import intentionally avoids plaintext reads;
operators must understand that imported external references resolve at
runtime and may fail if AWS permissions change.

> 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 with local shell/tool use in the
Paperclip worktree. Exact context-window size was 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
- [ ] 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>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Dotta
2026-05-09 18:22:17 -05:00
committed by GitHub
parent 06e6ee25cd
commit 778e775c35
103 changed files with 16971 additions and 509 deletions
@@ -36,10 +36,13 @@ const mockProbeEnvironment = vi.hoisted(() => vi.fn());
const mockSecretService = vi.hoisted(() => ({
create: vi.fn(),
resolveSecretValue: vi.fn(),
syncSecretRefsForTarget: vi.fn(),
remove: vi.fn(),
}));
const mockValidatePluginEnvironmentDriverConfig = vi.hoisted(() => vi.fn());
const mockValidatePluginSandboxProviderConfig = vi.hoisted(() => vi.fn());
const mockListReadyPluginEnvironmentDrivers = vi.hoisted(() => vi.fn());
const mockResolvePluginSandboxProviderDriverByKey = vi.hoisted(() => vi.fn());
const mockExecutionWorkspaceService = vi.hoisted(() => ({}));
vi.mock("../services/index.js", () => ({
@@ -69,6 +72,7 @@ vi.mock("../services/execution-workspaces.js", () => ({
vi.mock("../services/plugin-environment-driver.js", () => ({
listReadyPluginEnvironmentDrivers: mockListReadyPluginEnvironmentDrivers,
resolvePluginSandboxProviderDriverByKey: mockResolvePluginSandboxProviderDriverByKey,
validatePluginEnvironmentDriverConfig: mockValidatePluginEnvironmentDriverConfig,
validatePluginSandboxProviderConfig: mockValidatePluginSandboxProviderConfig,
}));
@@ -96,6 +100,7 @@ let currentActor: Record<string, unknown> = {
source: "local_implicit",
};
const routeOptions: Record<string, unknown> = {};
const originalSecretsProviderEnv = process.env.PAPERCLIP_SECRETS_PROVIDER;
function createApp(actor: Record<string, unknown>, options: Record<string, unknown> = {}) {
currentActor = actor;
@@ -119,6 +124,11 @@ function createApp(actor: Record<string, unknown>, options: Record<string, unkno
describe("environment routes", () => {
afterAll(async () => {
if (originalSecretsProviderEnv === undefined) {
delete process.env.PAPERCLIP_SECRETS_PROVIDER;
} else {
process.env.PAPERCLIP_SECRETS_PROVIDER = originalSecretsProviderEnv;
}
if (!server) return;
await new Promise<void>((resolve, reject) => {
server?.close((err) => {
@@ -145,9 +155,14 @@ describe("environment routes", () => {
mockProbeEnvironment.mockReset();
mockSecretService.create.mockReset();
mockSecretService.resolveSecretValue.mockReset();
mockSecretService.syncSecretRefsForTarget.mockReset();
mockSecretService.remove.mockReset();
mockSecretService.create.mockResolvedValue({
id: "11111111-1111-1111-1111-111111111111",
});
mockSecretService.syncSecretRefsForTarget.mockResolvedValue([]);
mockSecretService.remove.mockResolvedValue(null);
delete process.env.PAPERCLIP_SECRETS_PROVIDER;
mockValidatePluginEnvironmentDriverConfig.mockReset();
mockValidatePluginEnvironmentDriverConfig.mockImplementation(async ({ config }) => config);
mockValidatePluginSandboxProviderConfig.mockReset();
@@ -162,6 +177,29 @@ describe("environment routes", () => {
configSchema: { type: "object" },
},
}));
mockResolvePluginSandboxProviderDriverByKey.mockReset();
mockResolvePluginSandboxProviderDriverByKey.mockImplementation(async ({ driverKey }) => (
driverKey === "secure-plugin"
? {
pluginId: "plugin-secure",
pluginKey: "acme.secure-sandbox-provider",
driver: {
driverKey: "secure-plugin",
kind: "sandbox_provider",
displayName: "Secure Sandbox",
configSchema: {
type: "object",
properties: {
template: { type: "string" },
apiKey: { type: "string", format: "secret-ref" },
timeoutMs: { type: "number" },
reuseLease: { type: "boolean" },
},
},
},
}
: null
));
mockListReadyPluginEnvironmentDrivers.mockReset();
mockListReadyPluginEnvironmentDrivers.mockResolvedValue([]);
});
@@ -555,6 +593,59 @@ describe("environment routes", () => {
);
});
it("uses the configured provider for SSH private key secret materialization", async () => {
process.env.PAPERCLIP_SECRETS_PROVIDER = "aws_secrets_manager";
const environment = {
...createEnvironment(),
id: "env-ssh",
name: "SSH Fixture",
driver: "ssh" as const,
config: {
host: "ssh.example.test",
port: 22,
username: "ssh-user",
remoteWorkspacePath: "/srv/paperclip/workspace",
privateKey: null,
privateKeySecretRef: {
type: "secret_ref",
secretId: "11111111-1111-1111-1111-111111111111",
version: "latest",
},
knownHosts: null,
strictHostKeyChecking: true,
},
};
mockEnvironmentService.create.mockResolvedValue(environment);
const app = createApp({
type: "board",
userId: "user-1",
source: "local_implicit",
});
const res = await request(app)
.post("/api/companies/company-1/environments")
.send({
name: "SSH Fixture",
driver: "ssh",
config: {
host: "ssh.example.test",
username: "ssh-user",
remoteWorkspacePath: "/srv/paperclip/workspace",
privateKey: "super-secret-key",
},
});
expect(res.status).toBe(201);
expect(mockSecretService.create).toHaveBeenCalledWith(
"company-1",
expect.objectContaining({
provider: "aws_secrets_manager",
value: "super-secret-key",
}),
expect.any(Object),
);
});
it("rejects persisted fake sandbox environments", async () => {
const app = createApp({
type: "board",
@@ -732,6 +823,78 @@ describe("environment routes", () => {
);
});
it("uses the configured provider for schema-driven sandbox secret fields", async () => {
process.env.PAPERCLIP_SECRETS_PROVIDER = "aws_secrets_manager";
const environment = {
...createEnvironment(),
id: "env-sandbox-secure-plugin",
name: "Secure Sandbox",
driver: "sandbox" as const,
config: {
provider: "secure-plugin",
template: "base",
apiKey: "11111111-1111-1111-1111-111111111111",
timeoutMs: 450000,
reuseLease: true,
},
};
mockEnvironmentService.create.mockResolvedValue(environment);
mockValidatePluginSandboxProviderConfig.mockResolvedValue({
normalizedConfig: {
template: "base",
apiKey: "test-provider-key",
timeoutMs: 450000,
reuseLease: true,
},
pluginId: "plugin-secure",
pluginKey: "acme.secure-sandbox-provider",
driver: {
driverKey: "secure-plugin",
kind: "sandbox_provider",
displayName: "Secure Sandbox",
configSchema: {
type: "object",
properties: {
template: { type: "string" },
apiKey: { type: "string", format: "secret-ref" },
timeoutMs: { type: "number" },
reuseLease: { type: "boolean" },
},
},
},
});
const pluginWorkerManager = {};
const app = createApp({
type: "board",
userId: "user-1",
source: "local_implicit",
}, { pluginWorkerManager });
const res = await request(app)
.post("/api/companies/company-1/environments")
.send({
name: "Secure Sandbox",
driver: "sandbox",
config: {
provider: "secure-plugin",
template: "base",
apiKey: "test-provider-key",
timeoutMs: "450000",
reuseLease: true,
},
});
expect(res.status).toBe(201);
expect(mockSecretService.create).toHaveBeenCalledWith(
"company-1",
expect.objectContaining({
provider: "aws_secrets_manager",
value: "test-provider-key",
}),
expect.any(Object),
);
});
it("validates plugin environment config through the plugin driver host", async () => {
const environment = {
...createEnvironment(),