forked from farhoodlabs/paperclip
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.    ## 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:
@@ -0,0 +1,454 @@
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import express from "express";
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import request from "supertest";
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import { beforeEach, describe, expect, it, vi } from "vitest";
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import { secretRoutes } from "../routes/secrets.js";
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import { errorHandler } from "../middleware/error-handler.js";
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import { HttpError, unprocessable } from "../errors.js";
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const mockSecretService = vi.hoisted(() => ({
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listProviders: vi.fn(),
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checkProviders: vi.fn(),
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listProviderConfigs: vi.fn(),
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getProviderConfigById: vi.fn(),
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createProviderConfig: vi.fn(),
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updateProviderConfig: vi.fn(),
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disableProviderConfig: vi.fn(),
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setDefaultProviderConfig: vi.fn(),
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checkProviderConfigHealth: vi.fn(),
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getById: vi.fn(),
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create: vi.fn(),
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update: vi.fn(),
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remove: vi.fn(),
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previewRemoteImport: vi.fn(),
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importRemoteSecrets: vi.fn(),
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}));
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const mockLogActivity = vi.hoisted(() => vi.fn());
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vi.mock("../services/index.js", () => ({
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secretService: () => mockSecretService,
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logActivity: mockLogActivity,
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}));
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function createApp(actor: Record<string, unknown> = {
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type: "board",
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userId: "user-1",
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source: "session",
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companyIds: ["company-1"],
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memberships: [{ companyId: "company-1", status: "active", membershipRole: "admin" }],
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}) {
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const app = express();
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app.use(express.json());
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app.use((req, _res, next) => {
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(req as any).actor = actor;
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next();
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});
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app.use("/api", secretRoutes({} as any));
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app.use(errorHandler);
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return app;
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}
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describe("secret routes", () => {
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beforeEach(() => {
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for (const mock of Object.values(mockSecretService)) {
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mock.mockReset();
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}
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mockLogActivity.mockReset();
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});
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it("returns provider health checks for board callers with company access", async () => {
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mockSecretService.checkProviders.mockResolvedValue([
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{
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provider: "local_encrypted",
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status: "ok",
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message: "Local encrypted provider configured",
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backupGuidance: ["Back up the key file together with database backups."],
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},
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]);
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const res = await request(createApp()).get("/api/companies/company-1/secret-providers/health");
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expect(res.status).toBe(200);
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expect(res.body).toEqual({
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providers: [
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{
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provider: "local_encrypted",
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status: "ok",
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message: "Local encrypted provider configured",
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backupGuidance: ["Back up the key file together with database backups."],
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},
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],
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});
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});
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it("rejects managed secret creation when externalRef is supplied", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secrets").send({
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name: "OpenAI API Key",
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managedMode: "paperclip_managed",
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value: "secret-value",
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/other",
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/Managed secrets cannot set externalRef/);
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expect(mockSecretService.create).not.toHaveBeenCalled();
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});
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it("rejects provider vault routes for non-board actors", async () => {
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const res = await request(createApp({
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type: "agent",
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agentId: "agent-1",
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companyId: "company-1",
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})).get("/api/companies/company-1/secret-provider-configs");
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expect(res.status).toBe(403);
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expect(mockSecretService.listProviderConfigs).not.toHaveBeenCalled();
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});
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it("rejects provider vault cross-company access before calling the service", async () => {
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const res = await request(createApp({
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type: "board",
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userId: "user-1",
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source: "session",
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companyIds: ["company-2"],
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memberships: [{ companyId: "company-2", status: "active", membershipRole: "admin" }],
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})).get("/api/companies/company-1/secret-provider-configs");
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expect(res.status).toBe(403);
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expect(mockSecretService.listProviderConfigs).not.toHaveBeenCalled();
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});
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it("rejects sensitive provider vault config fields", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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config: {
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region: "us-east-1",
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accessKeyId: "AKIA...",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/sensitive field/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it("rejects ready status for coming-soon provider vaults", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "vault",
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displayName: "Vault draft",
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status: "ready",
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config: {
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address: "https://vault.example.com",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/locked while coming soon/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it("rejects credential-bearing Vault provider vault addresses before persistence", async () => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "vault",
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displayName: "Vault draft",
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config: {
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address: "https://user:pass@vault.example.com",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/origin-only HTTP\(S\) URL/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it.each([
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"https://vault.example.com?token=hvs.x",
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"https://vault.example.com#token=hvs.x",
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])("rejects token-bearing Vault provider vault address %s before persistence", async (address) => {
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "vault",
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displayName: "Vault draft",
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config: { address },
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/origin-only HTTP\(S\) URL/i);
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expect(mockSecretService.createProviderConfig).not.toHaveBeenCalled();
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});
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it("rejects unsafe Vault provider vault address patches before persistence", async () => {
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const res = await request(createApp()).patch("/api/secret-provider-configs/vault-1").send({
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config: {
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address: "https://vault.example.com#token=hvs.x",
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},
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});
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expect(res.status).toBe(400);
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expect(JSON.stringify(res.body)).toMatch(/origin-only HTTP\(S\) URL/i);
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expect(mockSecretService.getProviderConfigById).not.toHaveBeenCalled();
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expect(mockSecretService.updateProviderConfig).not.toHaveBeenCalled();
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});
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it("creates provider vaults and logs safe activity details", async () => {
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const createdAt = new Date("2026-05-06T00:00:00.000Z");
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mockSecretService.createProviderConfig.mockResolvedValue({
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id: "11111111-1111-4111-8111-111111111111",
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companyId: "company-1",
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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status: "ready",
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isDefault: true,
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config: { region: "us-east-1" },
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healthStatus: null,
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healthCheckedAt: null,
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healthMessage: null,
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healthDetails: null,
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disabledAt: null,
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createdByAgentId: null,
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createdByUserId: "user-1",
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createdAt,
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updatedAt: createdAt,
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});
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const res = await request(createApp()).post("/api/companies/company-1/secret-provider-configs").send({
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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isDefault: true,
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config: { region: "us-east-1" },
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});
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expect(res.status).toBe(201);
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expect(mockSecretService.createProviderConfig).toHaveBeenCalledWith(
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"company-1",
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{
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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status: undefined,
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isDefault: true,
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config: { region: "us-east-1" },
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},
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{ userId: "user-1", agentId: null },
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);
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expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
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action: "secret_provider_config.created",
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details: {
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provider: "aws_secrets_manager",
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displayName: "AWS prod",
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status: "ready",
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isDefault: true,
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},
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}));
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expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("accessKey");
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});
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it("rejects remote import preview for non-board actors", async () => {
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const res = await request(createApp({
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type: "agent",
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agentId: "agent-1",
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companyId: "company-1",
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})).post("/api/companies/company-1/secrets/remote-import/preview").send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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});
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expect(res.status).toBe(403);
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expect(mockSecretService.previewRemoteImport).not.toHaveBeenCalled();
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});
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it("previews remote imports and logs only aggregate metadata", async () => {
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mockSecretService.previewRemoteImport.mockResolvedValue({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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provider: "aws_secrets_manager",
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nextToken: null,
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candidates: [
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{
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
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remoteName: "prod/openai",
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name: "openai",
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key: "openai",
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providerVersionRef: null,
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providerMetadata: { description: "OpenAI API key" },
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status: "ready",
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importable: true,
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conflicts: [],
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},
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],
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});
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const res = await request(createApp())
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.post("/api/companies/company-1/secrets/remote-import/preview")
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.send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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query: "openai",
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pageSize: 25,
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});
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expect(res.status).toBe(200);
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expect(mockSecretService.previewRemoteImport).toHaveBeenCalledWith("company-1", {
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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query: "openai",
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nextToken: undefined,
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pageSize: 25,
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});
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expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
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action: "secret.remote_import.previewed",
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details: {
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provider: "aws_secrets_manager",
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candidateCount: 1,
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readyCount: 1,
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duplicateCount: 0,
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conflictCount: 0,
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},
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}));
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expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("prod/openai");
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});
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it("returns sanitized remote import preview provider errors", async () => {
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mockSecretService.previewRemoteImport.mockRejectedValue(
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new HttpError(
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403,
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"AWS Secrets Manager denied the request. Check IAM permissions for this provider vault.",
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{ code: "access_denied" },
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),
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);
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const res = await request(createApp())
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.post("/api/companies/company-1/secrets/remote-import/preview")
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.send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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});
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expect(res.status).toBe(403);
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expect(res.body).toEqual({
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error: "AWS Secrets Manager denied the request. Check IAM permissions for this provider vault.",
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details: { code: "access_denied" },
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});
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expect(JSON.stringify(res.body)).not.toContain("arn:aws");
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expect(JSON.stringify(res.body)).not.toContain("123456789012");
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expect(mockLogActivity).not.toHaveBeenCalled();
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});
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it("imports remote references and logs aggregate row counts", async () => {
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mockSecretService.importRemoteSecrets.mockResolvedValue({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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provider: "aws_secrets_manager",
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importedCount: 1,
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skippedCount: 0,
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errorCount: 0,
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results: [
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{
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
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name: "OpenAI API key",
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key: "openai-api-key",
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status: "imported",
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reason: null,
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secretId: "22222222-2222-4222-8222-222222222222",
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conflicts: [],
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},
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],
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});
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const res = await request(createApp())
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.post("/api/companies/company-1/secrets/remote-import")
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.send({
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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secrets: [
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{
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
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name: "OpenAI API key",
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key: "openai-api-key",
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description: "Operator-entered Paperclip description",
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},
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],
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});
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expect(res.status).toBe(200);
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expect(mockSecretService.importRemoteSecrets).toHaveBeenCalledWith(
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"company-1",
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{
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providerConfigId: "11111111-1111-4111-8111-111111111111",
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secrets: [
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{
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externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:prod/openai",
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name: "OpenAI API key",
|
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key: "openai-api-key",
|
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description: "Operator-entered Paperclip description",
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},
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||||
],
|
||||
},
|
||||
{ userId: "user-1", agentId: null },
|
||||
);
|
||||
expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
|
||||
action: "secret.remote_import.completed",
|
||||
details: {
|
||||
provider: "aws_secrets_manager",
|
||||
importedCount: 1,
|
||||
skippedCount: 0,
|
||||
errorCount: 0,
|
||||
},
|
||||
}));
|
||||
expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("prod/openai");
|
||||
});
|
||||
|
||||
it("surfaces update-route externalRef retarget rejection without logging raw refs", async () => {
|
||||
mockSecretService.getById.mockResolvedValue({
|
||||
id: "22222222-2222-4222-8222-222222222222",
|
||||
companyId: "company-1",
|
||||
name: "OpenAI API key",
|
||||
key: "openai-api-key",
|
||||
provider: "aws_secrets_manager",
|
||||
managedMode: "external_reference",
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/original",
|
||||
});
|
||||
mockSecretService.update.mockRejectedValue(
|
||||
unprocessable("External reference secrets cannot be retargeted through generic update"),
|
||||
);
|
||||
|
||||
const res = await request(createApp())
|
||||
.patch("/api/secrets/22222222-2222-4222-8222-222222222222")
|
||||
.send({
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/repointed",
|
||||
});
|
||||
|
||||
expect(res.status).toBe(422);
|
||||
expect(mockSecretService.update).toHaveBeenCalledWith(
|
||||
"22222222-2222-4222-8222-222222222222",
|
||||
expect.objectContaining({
|
||||
externalRef: "arn:aws:secretsmanager:us-east-1:123456789012:secret:shared/repointed",
|
||||
}),
|
||||
);
|
||||
expect(mockLogActivity).not.toHaveBeenCalled();
|
||||
expect(JSON.stringify(mockLogActivity.mock.calls)).not.toContain("shared/repointed");
|
||||
});
|
||||
|
||||
it("allows DELETE to retry cleanup for already soft-deleted secrets", async () => {
|
||||
const secret = {
|
||||
id: "33333333-3333-4333-8333-333333333333",
|
||||
companyId: "company-1",
|
||||
name: "OpenAI API Key__deleted__33333333-3333-4333-8333-333333333333",
|
||||
key: "openai-api-key__deleted__33333333-3333-4333-8333-333333333333",
|
||||
provider: "aws_secrets_manager",
|
||||
managedMode: "paperclip_managed",
|
||||
status: "deleted",
|
||||
};
|
||||
mockSecretService.getById.mockResolvedValue(secret);
|
||||
mockSecretService.remove.mockResolvedValue(secret);
|
||||
|
||||
const res = await request(createApp()).delete(
|
||||
"/api/secrets/33333333-3333-4333-8333-333333333333",
|
||||
);
|
||||
|
||||
expect(res.status).toBe(200);
|
||||
expect(res.body).toEqual({ ok: true });
|
||||
expect(mockSecretService.remove).toHaveBeenCalledWith(
|
||||
"33333333-3333-4333-8333-333333333333",
|
||||
);
|
||||
expect(mockLogActivity).toHaveBeenCalledWith(
|
||||
expect.anything(),
|
||||
expect.objectContaining({
|
||||
action: "secret.deleted",
|
||||
companyId: "company-1",
|
||||
entityId: secret.id,
|
||||
}),
|
||||
);
|
||||
});
|
||||
});
|
||||
Reference in New Issue
Block a user