[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:
Dotta
2026-05-27 21:15:01 -10:00
committed by GitHub
parent de36743583
commit 8da50dbcf8
19 changed files with 1058 additions and 80 deletions
+37 -23
View File
@@ -1,27 +1,11 @@
import { Navigate, Outlet, useLocation } from "@/lib/router";
import { useQuery } from "@tanstack/react-query";
import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
import { accessApi } from "@/api/access";
import { ApiError } from "@/api/client";
import { authApi } from "@/api/auth";
import { healthApi } from "@/api/health";
import { queryKeys } from "@/lib/queryKeys";
function BootstrapPendingPage({ hasActiveInvite = false }: { hasActiveInvite?: boolean }) {
return (
<div className="mx-auto max-w-xl py-10">
<div className="rounded-lg border border-border bg-card p-6">
<h1 className="text-xl font-semibold">Instance setup required</h1>
<p className="mt-2 text-sm text-muted-foreground">
{hasActiveInvite
? "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:"
: "No instance admin exists yet. Run this command in your Paperclip environment to generate the first admin invite URL:"}
</p>
<pre className="mt-4 overflow-x-auto rounded-md border border-border bg-muted/30 p-3 text-xs">
{`pnpm paperclipai auth bootstrap-ceo`}
</pre>
</div>
</div>
);
}
import { BootstrapPendingPage } from "@/components/BootstrapPendingPage";
function NoBoardAccessPage() {
return (
@@ -42,6 +26,7 @@ function NoBoardAccessPage() {
export function CloudAccessGate() {
const location = useLocation();
const queryClient = useQueryClient();
const healthQuery = useQuery({
queryKey: queryKeys.health,
queryFn: () => healthApi.get(),
@@ -58,6 +43,7 @@ export function CloudAccessGate() {
});
const isAuthenticatedMode = healthQuery.data?.deploymentMode === "authenticated";
const isBootstrapPending = isAuthenticatedMode && healthQuery.data?.bootstrapStatus === "bootstrap_pending";
const sessionQuery = useQuery({
queryKey: queryKeys.auth.session,
queryFn: () => authApi.getSession(),
@@ -68,14 +54,24 @@ export function CloudAccessGate() {
const boardAccessQuery = useQuery({
queryKey: queryKeys.access.currentBoardAccess,
queryFn: () => accessApi.getCurrentBoardAccess(),
enabled: isAuthenticatedMode && !!sessionQuery.data,
enabled: isAuthenticatedMode && !isBootstrapPending && !!sessionQuery.data,
retry: false,
});
const claimMutation = useMutation({
mutationFn: () => accessApi.claimBootstrapAdmin(),
onSuccess: async () => {
await queryClient.invalidateQueries({ queryKey: queryKeys.auth.session });
await queryClient.invalidateQueries({ queryKey: queryKeys.health });
await queryClient.invalidateQueries({ queryKey: queryKeys.companies.all });
await queryClient.invalidateQueries({ queryKey: queryKeys.companies.stats });
await queryClient.invalidateQueries({ queryKey: queryKeys.access.currentBoardAccess });
},
});
if (
healthQuery.isLoading ||
(isAuthenticatedMode && sessionQuery.isLoading) ||
(isAuthenticatedMode && !!sessionQuery.data && boardAccessQuery.isLoading)
(isAuthenticatedMode && !isBootstrapPending && !!sessionQuery.data && boardAccessQuery.isLoading)
) {
return <div className="mx-auto max-w-xl py-10 text-sm text-muted-foreground">Loading...</div>;
}
@@ -92,8 +88,26 @@ export function CloudAccessGate() {
);
}
if (isAuthenticatedMode && healthQuery.data?.bootstrapStatus === "bootstrap_pending") {
return <BootstrapPendingPage hasActiveInvite={healthQuery.data.bootstrapInviteActive} />;
if (isBootstrapPending) {
const health = healthQuery.data;
if (!health) {
return <div className="mx-auto max-w-xl py-10 text-sm text-muted-foreground">Loading...</div>;
}
const claimError = claimMutation.error instanceof ApiError
? { status: claimMutation.error.status, message: claimMutation.error.message }
: claimMutation.error instanceof Error
? { message: claimMutation.error.message }
: null;
return (
<BootstrapPendingPage
claimAvailable={health.deploymentExposure === "private"}
hasActiveInvite={health.bootstrapInviteActive}
session={sessionQuery.data}
claimState={claimMutation.isSuccess ? "success" : claimMutation.isPending ? "claiming" : "idle"}
claimError={claimError}
onClaim={() => claimMutation.mutate()}
/>
);
}
if (isAuthenticatedMode && !sessionQuery.data) {