## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > 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 GPT-5 Codex coding agent, tool-enabled shell/git workflow, context window not exposed by 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 Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
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Database
Paperclip uses PostgreSQL via Drizzle ORM. There are three ways to run the database, from simplest to most production-ready.
1. Embedded PostgreSQL — zero config
If you don't set DATABASE_URL, the server automatically starts an embedded PostgreSQL instance and manages a local data directory.
pnpm dev
That's it. On first start the server:
- Creates a
~/.paperclip/instances/default/db/directory for storage - Ensures the
paperclipdatabase exists - Runs migrations automatically for empty databases
- Starts serving requests
Data persists across restarts in ~/.paperclip/instances/default/db/. To reset local dev data, delete that directory.
If you need to apply pending migrations manually, run:
pnpm db:migrate
When DATABASE_URL is unset, this command targets the current embedded PostgreSQL instance for your active Paperclip config/instance.
Issue reference mentions follow the normal migration path: the schema migration creates the tracking table, but it does not backfill historical issue titles, descriptions, comments, or documents automatically.
To backfill existing content manually after migrating, run:
pnpm issue-references:backfill
# optional: limit to one company
pnpm issue-references:backfill -- --company <company-id>
Future issue, comment, and document writes sync references automatically without running the backfill command.
This mode is ideal for local development and one-command installs.
Docker note: the Docker quickstart image also uses embedded PostgreSQL by default. Persist /paperclip to keep DB state across container restarts (see doc/DOCKER.md).
2. Local PostgreSQL (Docker)
For a full PostgreSQL server locally, use the included Docker Compose setup:
docker compose up -d
This starts PostgreSQL 17 on localhost:5432. Then set the connection string:
cp .env.example .env
# .env already contains:
# DATABASE_URL=postgres://paperclip:paperclip@localhost:5432/paperclip
Run migrations:
DATABASE_URL=postgres://paperclip:paperclip@localhost:5432/paperclip \
pnpm db:migrate
Start the server:
pnpm dev
3. Hosted PostgreSQL (Supabase)
For production, use a hosted PostgreSQL provider. Supabase is a good option with a free tier.
Setup
- Create a project at database.new
- Go to Project Settings > Database > Connection string
- Copy the URI and replace the password placeholder with your database password
Connection string
Supabase offers two connection modes:
Direct connection (port 5432) — use for migrations and one-off scripts:
postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
Connection pooling via Supavisor (port 6543) — use for the application:
postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:6543/postgres
Configure
For the application runtime, use a direct PostgreSQL connection unless the database client has explicit prepared-statement configuration for your pooling mode:
DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
If you later run the app with a pooled runtime URL, set DATABASE_MIGRATION_URL to the direct connection URL. Paperclip uses it for startup schema checks/migrations and plugin namespace migrations, while the app continues to use DATABASE_URL for runtime queries:
DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:6543/postgres
DATABASE_MIGRATION_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@aws-0-[REGION].pooler.supabase.com:5432/postgres
If your hosted database requires transaction-pooling-only connections, use a direct or session-pooled connection for Paperclip until runtime pooling support is documented in this guide. Do not edit database client source files as part of deployment setup.
Push the schema
# Use the direct connection (port 5432) for schema changes
DATABASE_URL=postgres://postgres.[PROJECT-REF]:[PASSWORD]@...5432/postgres \
pnpm db:migrate
Free tier limits
- 500 MB database storage
- 200 concurrent connections
- Projects pause after 1 week of inactivity
See Supabase pricing for current details.
Switching between modes
The database mode is controlled by DATABASE_URL:
DATABASE_URL |
Mode |
|---|---|
| Not set | Embedded PostgreSQL (~/.paperclip/instances/default/db/) |
postgres://...localhost... |
Local Docker PostgreSQL |
postgres://...supabase.com... |
Hosted Supabase |
Your Drizzle schema (packages/db/src/schema/) stays the same regardless of mode.
Resource membership tables
Paperclip stores current-user sidebar membership state in:
project_membershipsagent_memberships
These rows are company-scoped and user-scoped. A missing row means the user is joined, so existing users keep seeing projects and agents in the sidebar until they explicitly leave them. Rows only control sidebar visibility; they do not affect project/agent detail access, all-pages, selectors, assignment flows, or existing company permissions.
Both tables use a unique key on (company_id, user_id, resource_id) and keep state as joined or left. Join/leave mutations are idempotent board-user /me operations and write activity entries when the effective state changes.
Plugin database namespaces
The plugin runtime tracks plugin-owned database namespaces and migrations in plugin_database_namespaces and plugin_migrations. Hosted deployments that separate runtime and migration connections should set DATABASE_MIGRATION_URL; plugin namespace migration work uses the migration connection when present.
Backups
Paperclip supports automatic and manual logical database backups. These dumps include
non-system database schemas such as public, the Drizzle migration journal, and
plugin-owned database schemas. See doc/DEVELOPING.md for the current
paperclipai db:backup / pnpm db:backup commands and backup retention
configuration.
Database backups do not include non-database instance files such as local-disk uploads, workspace files, or the local encrypted secrets master key. Back those paths up separately when you need full instance disaster recovery.
Secret storage
Paperclip stores secret metadata and versions in:
company_secretscompany_secret_versionscompany_secret_bindingssecret_access_events
Secret-aware env bindings are supported by agents, projects, and routines. Routine env lives in routines.env, is captured in routine_revisions.snapshot, and routine dispatches store routine_runs.routine_revision_id so runtime secret resolution uses the env snapshot that existed when the run was created. Routine secret refs bind with target_type = 'routine', target_id = routines.id, and config_path values under env.*.
For local/default installs, the active provider is local_encrypted:
- Secret material is encrypted at rest with a local master key.
- Default key file:
~/.paperclip/instances/default/secrets/master.key(auto-created if missing). - CLI config location:
~/.paperclip/instances/default/config.jsonundersecrets.localEncrypted.keyFilePath. - Backup/restore requires both the database metadata and the local master key file; either artifact alone is insufficient.
- The server best-effort enforces
0600key file permissions and provider health reports permission warnings.
Optional overrides:
PAPERCLIP_SECRETS_MASTER_KEY(32-byte key as base64, hex, or raw 32-char string)PAPERCLIP_SECRETS_MASTER_KEY_FILE(custom key file path)
Strict mode to block new inline sensitive env values:
PAPERCLIP_SECRETS_STRICT_MODE=true
You can set strict mode and provider defaults via:
pnpm paperclipai configure --section secrets
Inline secret migration command:
pnpm paperclipai secrets migrate-inline-env --company-id <company-id> --apply
# direct database maintenance fallback
pnpm secrets:migrate-inline-env --apply
Hosted AWS provider notes live in SECRETS-AWS-PROVIDER.md.