[codex] Add private browser first-admin claim flow (#6755)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Fresh self-hosted deployments need an operator path before any invite exists. > - Umbrel installs are private LAN deployments, so a one-time browser claim is appropriate only when the deployment is private and unclaimed. > - Public deployments and installs with active invites must keep the existing invite-only model so admin creation is not exposed broadly. > - GitHub PR #2927 established the useful direction, but it needed to be adapted onto current `master` rather than merged as-is. > - This pull request adds that adapted private-only claim flow across server, UI, docs, and regression coverage. > - The benefit is that a fresh private Umbrel-style install can be claimed from the browser without weakening public deployment access. ## What Changed - Added a first-admin claim service and access route support for one-time admin claim eligibility on private unclaimed deployments. - Updated the bootstrap/access UI so eligible private installs show a setup claim path, while public and invited deployments keep invite-first behavior. - Added a bootstrap-pending setup UX lab covering claim, invite, public, and signed-in access states. - Updated deployment and local development docs for authenticated private/public behavior and the Umbrel-style claim path. - Added server and UI regression tests for private claim, public no-claim, active invite fallback, existing board/no-access flows, and health exposure reporting. - Stabilized PR handoff verification by serializing the aggregate server Vitest workspace run, forcing `NODE_ENV=test`, and relaxing the heartbeat batching test around legitimate recovery follow-up runs. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm vitest --run server/src/__tests__/heartbeat-comment-wake-batching.test.ts` - `pnpm vitest --run server/src/__tests__/health-dev-server-token.test.ts` - `pnpm test:run` - QA validation: PAP-10115 passed browser validation with screenshots for private fresh install claim, active invite versus claim conflict, public invite-only/claim-absent behavior, existing invite fallback, and normal board/no-access flows. - GitHub closeout: issue #2579 and PR #2927 were updated with the accepted direction: adapt the implementation, do not direct-merge #2927 as-is. ## Risks - The claim endpoint must remain private-only and one-time; a regression here could expose admin creation on public deployments. - Existing invite behavior must remain intact for public deployments and installs that already have an active invite. - The stable Vitest harness now serializes the aggregate server workspace group; this is slower, but it avoids DB-backed suite collisions under root workspace mode. > 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`. > > ROADMAP.md checked: this is a scoped deployment bootstrap/access fix and does not duplicate a listed roadmap project. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` for product engineering, implementation, and verification, with tool-enabled local code execution. Paperclip QA browser validation was performed in PAP-10115 by the assigned QA agent; exact adapter model metadata for that QA run is not exposed in this PR context. ## 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 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>
This commit is contained in:
@@ -1,27 +1,11 @@
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import { Navigate, Outlet, useLocation } from "@/lib/router";
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import { useQuery } from "@tanstack/react-query";
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import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
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import { accessApi } from "@/api/access";
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import { ApiError } from "@/api/client";
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import { authApi } from "@/api/auth";
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import { healthApi } from "@/api/health";
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import { queryKeys } from "@/lib/queryKeys";
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function BootstrapPendingPage({ hasActiveInvite = false }: { hasActiveInvite?: boolean }) {
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return (
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<div className="mx-auto max-w-xl py-10">
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<div className="rounded-lg border border-border bg-card p-6">
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<h1 className="text-xl font-semibold">Instance setup required</h1>
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<p className="mt-2 text-sm text-muted-foreground">
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{hasActiveInvite
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? "No instance admin exists yet. A bootstrap invite is already active. Check your Paperclip startup logs for the first admin invite URL, or run this command to rotate it:"
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: "No instance admin exists yet. Run this command in your Paperclip environment to generate the first admin invite URL:"}
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</p>
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<pre className="mt-4 overflow-x-auto rounded-md border border-border bg-muted/30 p-3 text-xs">
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{`pnpm paperclipai auth bootstrap-ceo`}
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</pre>
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</div>
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</div>
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);
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}
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import { BootstrapPendingPage } from "@/components/BootstrapPendingPage";
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function NoBoardAccessPage() {
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return (
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@@ -42,6 +26,7 @@ function NoBoardAccessPage() {
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export function CloudAccessGate() {
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const location = useLocation();
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const queryClient = useQueryClient();
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const healthQuery = useQuery({
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queryKey: queryKeys.health,
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queryFn: () => healthApi.get(),
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@@ -58,6 +43,7 @@ export function CloudAccessGate() {
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});
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const isAuthenticatedMode = healthQuery.data?.deploymentMode === "authenticated";
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const isBootstrapPending = isAuthenticatedMode && healthQuery.data?.bootstrapStatus === "bootstrap_pending";
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const sessionQuery = useQuery({
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queryKey: queryKeys.auth.session,
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queryFn: () => authApi.getSession(),
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@@ -68,14 +54,24 @@ export function CloudAccessGate() {
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const boardAccessQuery = useQuery({
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queryKey: queryKeys.access.currentBoardAccess,
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queryFn: () => accessApi.getCurrentBoardAccess(),
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enabled: isAuthenticatedMode && !!sessionQuery.data,
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enabled: isAuthenticatedMode && !isBootstrapPending && !!sessionQuery.data,
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retry: false,
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});
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const claimMutation = useMutation({
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mutationFn: () => accessApi.claimBootstrapAdmin(),
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onSuccess: async () => {
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await queryClient.invalidateQueries({ queryKey: queryKeys.auth.session });
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await queryClient.invalidateQueries({ queryKey: queryKeys.health });
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await queryClient.invalidateQueries({ queryKey: queryKeys.companies.all });
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await queryClient.invalidateQueries({ queryKey: queryKeys.companies.stats });
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await queryClient.invalidateQueries({ queryKey: queryKeys.access.currentBoardAccess });
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},
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});
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if (
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healthQuery.isLoading ||
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(isAuthenticatedMode && sessionQuery.isLoading) ||
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(isAuthenticatedMode && !!sessionQuery.data && boardAccessQuery.isLoading)
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(isAuthenticatedMode && !isBootstrapPending && !!sessionQuery.data && boardAccessQuery.isLoading)
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) {
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return <div className="mx-auto max-w-xl py-10 text-sm text-muted-foreground">Loading...</div>;
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}
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@@ -92,8 +88,26 @@ export function CloudAccessGate() {
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);
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}
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if (isAuthenticatedMode && healthQuery.data?.bootstrapStatus === "bootstrap_pending") {
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return <BootstrapPendingPage hasActiveInvite={healthQuery.data.bootstrapInviteActive} />;
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if (isBootstrapPending) {
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const health = healthQuery.data;
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if (!health) {
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return <div className="mx-auto max-w-xl py-10 text-sm text-muted-foreground">Loading...</div>;
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}
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const claimError = claimMutation.error instanceof ApiError
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? { status: claimMutation.error.status, message: claimMutation.error.message }
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: claimMutation.error instanceof Error
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? { message: claimMutation.error.message }
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: null;
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return (
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<BootstrapPendingPage
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claimAvailable={health.deploymentExposure === "private"}
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hasActiveInvite={health.bootstrapInviteActive}
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session={sessionQuery.data}
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claimState={claimMutation.isSuccess ? "success" : claimMutation.isPending ? "claiming" : "idle"}
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claimError={claimError}
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onClaim={() => claimMutation.mutate()}
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/>
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);
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}
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if (isAuthenticatedMode && !sessionQuery.data) {
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