d734bd43d1c79cc6e33f5a12bffacdb158021a50
8 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Dotta
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d734bd43d1 |
[codex] Roll up May 17 branch changes (#6210)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so agent work needs visible ownership, recovery, and operator controls. > - This local branch had accumulated several related control-plane reliability and operator-experience fixes across recovery actions, watchdog folding, model-profile defaults, mentions, markdown editing, plugin launchers, and small UI polish. > - The branch needed to be converted into a PR against the current `origin/master` without losing dirty work or including lockfile/workflow churn. > - The safest standalone shape is a single rollup PR because the recovery/server/UI files overlap heavily across the local commits and splitting would create avoidable conflicts. > - This pull request replays the local branch onto latest `origin/master`, preserves the uncommitted work as logical commits, and adds a Zod 4 validator compatibility fix found during verification. > - The benefit is that the May 17 local branch can be reviewed and merged as one coherent, conflict-free branch under the 100-file Greptile limit. ## What Changed - Rebased the local May 17 branch work onto current `origin/master` in a dedicated worktree. - Preserved and committed previously dirty changes for recovery retry handling, plugin/sidebar launcher polish, and `.herenow` ignores. - Added recovery-action behavior for returning source issues to `todo` when retrying source-scoped recovery. - Included the existing local recovery/liveness/watchdog fold, Codex cheap-profile, markdown/mention, duplicate-agent, and UI polish commits from the branch. - Normalized shared validator `z.record(...)` schemas to explicit string-key records for Zod 4 compatibility. - Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*` changes and stays below the 100-file Greptile limit. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `npm run install` in `node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the local native sqlite3 binding after installing with scripts disabled - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts packages/shared/src/project-mentions.test.ts packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/heartbeat-model-profile.test.ts server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts server/src/__tests__/plugin-local-folders.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/MarkdownEditor.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/lib/duplicate-agent-payload.test.ts ui/src/pages/Routines.test.tsx` - First pass: 13 files passed with 201 passing tests; 3 server files failed before sqlite3 native binding was built. - After rebuilding sqlite3: `server/src/__tests__/heartbeat-model-profile.test.ts`, `server/src/__tests__/issue-recovery-actions.test.ts`, and `server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts` passed/loaded; embedded Postgres tests were skipped by the local host guard. - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/adapter-utils typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` ## Risks - Medium risk: this is a broad rollup PR across recovery semantics, server tests, shared validators, and UI surfaces. - Some embedded Postgres tests skipped locally due the host guard, so CI should provide the stronger database-backed signal. - UI changes were covered by component tests, but no browser screenshot was captured in this PR creation pass. - This branch may overlap with existing recovery/liveness PR work; merge this PR independently or restack/close overlapping branches rather than merging duplicate implementations together. > 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-based coding agent, tool-enabled local repository and GitHub workflow, medium reasoning effort. ## 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 - [ ] 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> |
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Dotta
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03ad5c5bea |
[codex] Add issue document locking (#6009)
## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## 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 - [ ] 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> |
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Dotta
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0808b388ee |
[codex] Add source-scoped recovery actions (#5599)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where work must end with a clear disposition rather than ambiguous agent liveness. > - Recovery currently detects stalled or missing-next-step issues, but source issue recovery can become split across child recovery issues, blockers, and comments. > - That makes it harder for operators and agents to see who owns recovery and what exact action is needed on the original issue. > - Source-scoped recovery actions give the original issue a first-class active recovery state with owner, evidence, wake policy, and resolution outcome. > - This pull request adds the recovery-action data model, backend reconciliation and resolution APIs, and board UI indicators/actions. > - The benefit is clearer stalled-work recovery without losing source issue context or relying on comments as the liveness path. ## What Changed - Added the `issue_recovery_actions` schema, shared types/constants/validators, and an idempotent `0084_issue_recovery_actions` migration ordered after current `master` migrations. - Updated stranded/missing-disposition recovery to create source-scoped recovery actions, wake the recovery owner on the source issue, and avoid locking the source issue for recovery-action wakes. - Added API support for reading active recovery actions on issue detail/list surfaces and resolving them with restored, blocked, cancelled, or false-positive outcomes. - Require blocked recovery resolutions to have an unresolved first-class blocker, and removed the UI shortcut that could mark recovery blocked without a blocker selection path. - Surfaced recovery indicators/actions in the issue UI, blocker notices, active run panels, issue rows, and Storybook coverage. - Updated docs and focused tests for recovery semantics, ownership, races, stale comments, and UI behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts` — 5 files, 72 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering check. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Follow-up verification after blocker-resolution guard: `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/api/issues.test.ts` — 3 files, 27 tests passed. - Follow-up `pnpm --filter @paperclipai/server typecheck` — passed. - Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed. - UI states are available in `ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot capture helper is `scripts/screenshot-recovery-card.cjs`. ## Risks - Medium: recovery behavior changes from child recovery issue ownership toward source-scoped actions, so operators may see stalled-work state in new places. - Migration risk is mitigated by using the next migration slot after `master` and making the table/constraints/index creation idempotent for anyone who previously applied the old branch-local `0082_dizzy_master_mold` migration. - Existing child recovery issue paths are still guarded for already-created recovery issues, but new source-scoped flows should be watched in CI and Greptile review. > 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, tool use enabled for shell, Git, GitHub, and local test execution. Context window 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 - [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> |
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Dotta
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1991ec9d6f |
[codex] Split backend control-plane QoL slice (#4700)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so backend task ownership, recovery, review visibility, and company-scoped limits need to stay enforceable without UI-only coupling. > - Closed PR #4692 bundled those backend changes with UI workflow, docs, skills, workflow, and lockfile churn. > - PAP-2694 asks for a clean backend/control-plane slice from that closed branch. > - This branch starts from current `master` and mines only the `cli`, `packages/db`, `packages/shared`, and `server` contracts/tests needed for the backend behavior. > - It explicitly excludes UI workflow/performance work, `.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills, package-script, adapter UI build-config, and perf fixture script changes; the only UI files are fixture/test updates required by the tightened shared `Company` contract. > - The benefit is a smaller reviewable PR that preserves the control-plane fixes while staying under Greptile s 100-file review limit. ## What Changed - Added company-scoped attachment-size limits through DB schema/migrations, shared company portability contracts, CLI import/export coverage, and server attachment upload enforcement. - Added productivity review service/API behavior for no-comment streak, long-active, and high-churn review issues, including request-depth clamping and issue summary exposure. - Hardened issue ownership and recovery/control-plane paths: peer-agent mutation denial, issue tree pause/resume behavior, stranded recovery origins, and related activity/test coverage. - Preserved related backend contract updates for routine timestamp variables and managed agent instruction bundles because they live in shared/server contracts from the source branch. - Addressed Greptile feedback by making `Company.attachmentMaxBytes` non-optional, simplifying review request-depth clamping, fixing the migration final newline, and enforcing the process-level attachment cap as the final ceiling for uploads. - Added minimal company fixtures needed for repo-wide typecheck/build and kept the PR to 66 changed files with forbidden/non-slice paths excluded. ## Verification - `pnpm install --frozen-lockfile` - `git diff --check origin/master..HEAD` - `git diff --name-only origin/master..HEAD | wc -l` -> 66 files - `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml pnpm-lock.yaml package.json doc skills .agents scripts packages/adapters` -> no output - `pnpm exec vitest run --config vitest.config.ts packages/shared/src/validators/issue.test.ts packages/shared/src/routine-variables.test.ts packages/shared/src/adapter-types.test.ts cli/src/__tests__/company-import-export-e2e.test.ts cli/src/__tests__/company.test.ts server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-tree-control-service.test.ts server/src/__tests__/issue-tree-control-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests passed - `pnpm exec vitest run --config vitest.config.ts cli/src/__tests__/company-delete.test.ts cli/src/__tests__/company-import-export-e2e.test.ts server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18 tests passed - `pnpm exec vitest run --config vitest.config.ts server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests passed - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter paperclipai typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck && pnpm --filter @paperclipai/ui build` ## Risks - Includes migrations `0073_shiny_salo.sql` and `0074_striped_genesis.sql`; merge ordering matters if another PR adds migrations first. - This is intentionally backend-only apart from fixture/test updates forced by shared type correctness; UI affordances from PR #4692 are not present here and should land in separate UI slices. - The worktree install emitted plugin SDK bin-link warnings for unbuilt plugin packages, but the targeted tests and package typechecks completed successfully. > 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, tool-enabled terminal/GitHub workflow. Exact runtime context window was not exposed by the harness. ## 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> |
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Dotta
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9a8d219949 |
[codex] Stabilize tests and local maintenance assets (#4423)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - A fast-moving control plane needs stable local tests and repeatable local maintenance tools so contributors can safely split and review work > - Several route suites needed stronger isolation, Codex manual model selection needed a faster-mode option, and local browser cleanup missed Playwright's headless shell binary > - Storybook static output also needed to be preserved as a generated review artifact from the working branch > - This pull request groups the test/local-dev maintenance pieces so they can be reviewed separately from product runtime changes > - The benefit is more predictable contributor verification and cleaner local maintenance without mixing these changes into feature PRs ## What Changed - Added stable Vitest runner support and serialized route/authz test isolation. - Fixed workspace runtime authz route mocks and stabilized Claude/company-import related assertions. - Allowed Codex fast mode for manually selected models. - Broadened the agent browser cleanup script to detect `chrome-headless-shell` as well as Chrome for Testing. - Preserved generated Storybook static output from the source branch. ## Verification - `pnpm exec vitest run src/__tests__/workspace-runtime-routes-authz.test.ts src/__tests__/claude-local-execute.test.ts --config vitest.config.ts` from `server/` passed: 2 files, 19 tests. - `pnpm exec vitest run src/server/codex-args.test.ts --config vitest.config.ts` from `packages/adapters/codex-local/` passed: 1 file, 3 tests. - `bash -n scripts/kill-agent-browsers.sh && scripts/kill-agent-browsers.sh --dry` passed; dry-run detected `chrome-headless-shell` processes without killing them. - `test -f ui/storybook-static/index.html && test -f ui/storybook-static/assets/forms-editors.stories-Dry7qwx2.js` passed. - `git diff --check public-gh/master..pap-2228-test-local-maintenance -- . ':(exclude)ui/storybook-static'` passed. - `pnpm exec vitest run cli/src/__tests__/company-import-export-e2e.test.ts --config cli/vitest.config.ts` did not complete in the isolated split worktree because `paperclipai run` exited during build prep with `TS2688: Cannot find type definition file for 'react'`; this appears to be caused by the worktree dependency symlink setup, not the code under test. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Medium risk: the stable Vitest runner changes how route/authz tests are scheduled. - Generated `ui/storybook-static` files are large and contain minified third-party output; `git diff --check` reports whitespace inside those generated assets, so reviewers may choose to drop or regenerate that artifact before merge. - No database migrations. > 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 coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## 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 Note: screenshot checklist item is not applicable to source UI behavior; the included Storybook static output is generated artifact preservation from the source branch. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Dotta
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a957394420 |
[codex] Add structured issue-thread interactions (#4244)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators supervise that work through issues, comments, approvals, and the board UI. > - Some agent proposals need structured board/user decisions, not hidden markdown conventions or heavyweight governed approvals. > - Issue-thread interactions already provide a natural thread-native surface for proposed tasks and questions. > - This pull request extends that surface with request confirmations, richer interaction cards, and agent/plugin/MCP helpers. > - The benefit is that plan approvals and yes/no decisions become explicit, auditable, and resumable without losing the single-issue workflow. ## What Changed - Added persisted issue-thread interactions for suggested tasks, structured questions, and request confirmations. - Added board UI cards for interaction review, selection, question answers, and accept/reject confirmation flows. - Added MCP and plugin SDK helpers for creating interaction cards from agents/plugins. - Updated agent wake instructions, onboarding assets, Paperclip skill docs, and public docs to prefer structured confirmations for issue-scoped decisions. - Rebased the branch onto `public-gh/master` and renumbered branch migrations to `0063` and `0064`; the idempotency migration uses `ADD COLUMN IF NOT EXISTS` for old branch users. ## Verification - `git diff --check public-gh/master..HEAD` - `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts packages/mcp-server/src/tools.test.ts packages/shared/src/issue-thread-interactions.test.ts ui/src/lib/issue-thread-interactions.test.ts ui/src/lib/issue-chat-messages.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/IssueChatThread.test.tsx server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79 tests passed - `pnpm -r typecheck` -> passed, including `packages/db` migration numbering check ## Risks - Medium: this adds a new issue-thread interaction model across db/shared/server/ui/plugin surfaces. - Migration risk is reduced by placing this branch after current master migrations (`0063`, `0064`) and making the idempotency column add idempotent for users who applied the old branch numbering. - UI interaction behavior is covered by component tests, but this PR does not include browser screenshots. > 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-class coding agent runtime. Exact model ID and context window are not exposed in this Paperclip run; tool use and local shell/code execution were enabled. ## 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 - [ ] 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> |
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Dotta
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ab9051b595 |
Add first-class issue references (#4214)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators and agents coordinate through company-scoped issues, comments, documents, and task relationships. > - Issue text can mention other tickets, but those references were previously plain markdown/text without durable relationship data. > - That made it harder to understand related work, surface backlinks, and keep cross-ticket context visible in the board. > - This pull request adds first-class issue reference extraction, storage, API responses, and UI surfaces. > - The benefit is that issue references become queryable, navigable, and visible without relying on ad hoc text scanning. ## What Changed - Added shared issue-reference parsing utilities and exported reference-related types/constants. - Added an `issue_reference_mentions` table, idempotent migration DDL, schema exports, and database documentation. - Added server-side issue reference services, route integration, activity summaries, and a backfill command for existing issue content. - Added UI reference pills, related-work panels, markdown/editor mention handling, and issue detail/property rendering updates. - Added focused shared, server, and UI tests for parsing, persistence, display, and related-work behavior. - Rebased `PAP-735-first-class-task-references` cleanly onto `public-gh/master`; no `pnpm-lock.yaml` changes are included. ## Verification - `pnpm -r typecheck` - `pnpm test:run packages/shared/src/issue-references.test.ts server/src/__tests__/issue-references-service.test.ts ui/src/components/IssueRelatedWorkPanel.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/MarkdownBody.test.tsx` ## Risks - Medium risk because this adds a new issue-reference persistence path that touches shared parsing, database schema, server routes, and UI rendering. - Migration risk is mitigated by `CREATE TABLE IF NOT EXISTS`, guarded foreign-key creation, and `CREATE INDEX IF NOT EXISTS` statements so users who have applied an older local version of the numbered migration can re-run safely. - UI risk is limited by focused component coverage, but reviewers should still manually inspect issue detail pages containing ticket references before merge. > 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-based coding agent, tool-using shell workflow with repository inspection, git rebase/push, typecheck, and focused Vitest verification. ## 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: dotta <dotta@example.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Dotta
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7a329fb8bb |
Harden API route authorization boundaries (#4122)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The REST API is the control-plane boundary for companies, agents, plugins, adapters, costs, invites, and issue mutations. > - Several routes still relied on broad board or company access checks without consistently enforcing the narrower actor, company, and active-checkout boundaries those operations require. > - That can allow agents or non-admin users to mutate sensitive resources outside the intended governance path. > - This pull request hardens the route authorization layer and adds regression coverage for the audited API surfaces. > - The benefit is tighter multi-company isolation, safer plugin and adapter administration, and stronger enforcement of active issue ownership. ## What Changed - Added route-level authorization checks for budgets, plugin administration/scoped routes, adapter management, company import/export, direct agent creation, invite test resolution, and issue mutation/write surfaces. - Enforced active checkout ownership for agent-authenticated issue mutations, while preserving explicit management overrides for permitted managers. - Restricted sensitive adapter and plugin management operations to instance-admin or properly scoped actors. - Tightened company portability and invite probing routes so agents cannot cross company boundaries. - Updated access constants and the Company Access UI copy for the new active-checkout management grant. - Added focused regression tests covering cross-company denial, agent self-mutation denial, admin-only operations, and active checkout ownership. - Rebased the branch onto `public-gh/master` and fixed validation fallout from the rebase: heartbeat-context route ordering and a company import/export e2e fixture that now opts out of direct-hire approval before using direct agent creation. - Updated onboarding and signoff e2e setup to create seed agents through `/agent-hires` plus board approval, so they remain compatible with the approval-gated new-agent default. - Addressed Greptile feedback by removing a duplicate company export API alias, avoiding N+1 reporting-chain lookups in active-checkout override checks, allowing agent mutations on unassigned `in_progress` issues, and blocking NAT64 invite-probe targets. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-goal-context-routes.test.ts cli/src/__tests__/company-import-export-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/adapter-routes-authz.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/company-portability-routes.test.ts server/src/__tests__/costs-service.test.ts server/src/__tests__/invite-test-resolution-route.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/agent-adapter-validation-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/invite-test-resolution-route.test.ts` - `pnpm -r typecheck` - `pnpm --filter server typecheck` - `pnpm --filter ui typecheck` - `pnpm build` - `pnpm test:e2e -- tests/e2e/onboarding.spec.ts tests/e2e/signoff-policy.spec.ts` - `pnpm test:e2e -- tests/e2e/signoff-policy.spec.ts` - `pnpm test:run` was also run. It failed under default full-suite parallelism with two order-dependent failures in `plugin-routes-authz.test.ts` and `routines-e2e.test.ts`; both files passed when rerun directly together with `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/routines-e2e.test.ts`. ## Risks - Medium risk: this changes authorization behavior across multiple sensitive API surfaces, so callers that depended on broad board/company access may now receive `403` or `409` until they use the correct governance path. - Direct agent creation now respects the company-level board-approval requirement; integrations that need pending hires should use `/api/companies/:companyId/agent-hires`. - Active in-progress issue mutations now require checkout ownership or an explicit management override, which may reveal workflow assumptions in older automation. > 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, tool-using workflow with local shell, Git, GitHub CLI, and repository tests. ## 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> |