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Dotta a9830414c7 Preserve repository dependencies when importing GitHub skills (#15731)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Skills library imports reusable instructions from GitHub.
> - Some skills depend on shared files and sibling skills outside their
folders.
> - Directory-only imports lose those dependencies.
> - This pull request keeps repository files together and lets users
select which skills appear in the library.
> - Agents receive the original files and paths through the existing
skill delivery system.

## Linked Issues or Issue Description

Refs #14713. Related: #13656.

**Current behavior**

GitHub imports copy independent skill directories. Shared scripts,
policies, helper skills, and credit files can be omitted. One
shared-file error can block every skill.

**Proposed behavior**

New imports keep repository files together at the scanned commit. Show
all skills with their folders and select every skill by default.
Collapse individual package files. Omit unsupported or oversized files
with a warning. Import available content without repair choices or an
extra confirmation. Keep warnings on the saved source.

**Reason and benefit**

Skills can read their shared repository files after Paperclip delivers
them to an agent. Original instructions stay unchanged. Users can
inspect included files and understand omissions before and after import.

## What Changed

- Store immutable company-scoped repository snapshots and associate them
with skill versions. Regenerate the migration after merging master.
- Preserve original bytes, binary encoding, and executable modes.
Shared-file changes version each usable selected skill. Pinned versions
retain their original files.
- Deliver a discovery wrapper with the original tree under
`.paperclip-repository/`. Preserve invocation policy when present. Fork
and create-from-existing retain repository files.
- Keep repository files together for new UI imports. Show every skill,
select all by default, and collapse package files. Remove the
packaging-mode menu. Keep the mobile import footer visible.
- Warn about symlinks, submodules, oversized files, missing references,
and invalid optional manifests. A malformed skill remains selected with
a Needs setup warning. Usable skills still publish, and its original
file remains repository support content. Source warnings persist through
refresh. Unsafe execution and secret-disclosure findings omit the
affected files before snapshot publication.
- Expose saved repository files in the installed skill viewer, including
binary encoding and executable flags. Reads use the immutable
company-scoped snapshot; relative instruction links resolve from their
original repository directory.
- Audit delivered inventories and derive trust from all repository
files. Accept evaluation prose while retaining dynamic-execution
findings. Read blobs in one bounded Git batch and check budgets before
reading support files. Imports never execute setup commands.
- Add scanner, database, delivery, UI, and browser regressions. Update
Storybooks, screenshots, and documentation.

## Verification

- 69 focused scanner, Git snapshot, delivery, and PostgreSQL lifecycle
tests passed. They cover partial imports, warning persistence, missing
references, binary files, executable modes, copies, pinned versions,
cancellation, company isolation, and batched Git reads.
- 110 import, skill-detail, selection-tree, saved-file link, and
Markdown renderer tests passed. A file-switch regression failed before
the resolver fix and passed afterward. Browser walkthroughs cover the
all-selected open tree, repository preview, non-blocking warnings,
missing references, setup problems, warning persistence, and mobile
layout.
- Full workspace typecheck and build passed. Runner E2E TypeScript
checks and design-token gates passed. The full serial local suite was
attempted and stopped after over an hour. The existing 40,000-file Git
streaming stress test failed after 303 seconds on macOS; the broad local
suite is not counted as passed. All 55 applicable PR checks passed on
the final commit, including the full sharded CI suite. Two optional
Storybook workflows were skipped; the five local Storybook walkthroughs
passed.
- On October 12, live campaigns imported the private Poteto repository
through the production GitHub Sources UI, selected architect and bro,
and invoked them with native Codex on local and Daytona. The source
connection was disabled before invocation. Independent filesystem
inspections matched every supported Git blob, size, and executable mode.
Both tasks completed and cleanup passed. Campaigns:
`local-2026-10-12T15-07-39-504Z` (both environments),
`local-2026-10-12T16-08-39-682Z` (local), and
`local-2026-10-12T16-03-33-938Z` (Daytona). Each of the two selected
skills received all 234 supported repository files. Later changes only
affect the installed-file viewer and documentation. This qualifies skill
delivery and instruction reads, not every Poteto workflow or adapter.
- A manual source-checkout test drive imported a synthetic private
GitHub repository with a symlink, an oversized file, a missing
reference, and malformed skill metadata. Available skills published with
their shared checklist. The walkthrough found duplicate warning text
after import; the final UI fix removes that duplicate. The file viewer
exposes saved repository dependencies and resolves authored relative
links without changing the instructions. A follow-up live refresh
omitted unsafe helper files with warnings, preserved every safe file
byte, and survived a server restart.

Screenshots below use the production UI with Storybook fixtures. They do
not replace the live GitHub and runtime checks.

<details>
<summary>All skills visible and selected by default</summary>

![Default repository
import](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-import.png?raw=true)

</details>

<details>
<summary>Import stays available with warnings</summary>

![Import
warnings](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-warning-details.png?raw=true)

</details>

<details>
<summary>Repository file inspector</summary>

![Repository
files](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-files.png?raw=true)

</details>

<details>
<summary>Mobile import</summary>

![Mobile
import](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-mobile.png?raw=true)

</details>

## Risks

- Each selected skill carries a repository copy in the runtime. The
database stores each snapshot once. Runtime transfer and storage
increase with the number of assigned skills.
- Runtime budgets remain: 9,990 repository entries, 1 MiB per file, and
61 MiB total. File omissions are recorded as warnings. Source-access or
download failures retain installed versions.
- Import success does not prove that every skill can run. Environment
dependencies, credentials, delegation tools, and schedules still need
configuration. Imported setup scripts are not executed.
- Live runtime coverage is native Codex on local and Daytona. Other
adapters use the shared delivery path but were not exercised in these
campaigns.

The roadmap marks Skills Manager as shipped. This extends the existing
importer. Related pull requests were checked.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, automated tests, and browser tools. The exact deployment
identifier and context-window size were not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-12 11:30:20 -05:00
1b4c803816 fix(costs): preserve usage attribution and explain unavailable run costs (#15948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The cost ledger records usage and controls agent budgets.
> - Some runs lose the selected model or API billing category before
their usage reaches the ledger.
> - The dashboard reports missing costs but does not identify the
affected runs or the available actions.
> - This pull request preserves usage attribution and adds a compact
view of cost gaps grouped by agent.
> - Operators can inspect runs, open agent settings, and record saved
costs without starting new agent work.

## Linked Issues or Issue Description

Refs #15634, #11938, #15879.

This follows the merged subscription reporting in #15634. The older
proposal in #11938 addresses part of ACP model attribution. This change
also rejects conflicting models across a turn, fixes credential-backed
billing capture, and explains cost gaps in the existing dashboard. The
Pi receipt recovery work in #15879 covers a separate adapter recovery
path. This PR preserves unresolved receipts and does not recover
provider usage or reprice past entries.

**What happened?**

ACP results use the requested model even when the runtime selects a
model. Native and OpenCode API runs can report unknown billing despite a
matching API credential. The dashboard shows notices without links to
the affected runs. These gaps make API and subscription totals harder to
interpret.

**Expected behavior**

Record the model selected by the runtime. Identify API billing only from
a matching credential. Keep costs unresolved when reliable usage or
pricing is absent. Show the affected agents and runs. Offer an
accounting retry only when saved evidence is ready.

**Steps to reproduce**

1. Run an ACP agent with its model left unset, or use a matching API
credential with a native or OpenCode agent.
2. Inspect the recorded model and billing category for the run.
3. Open Costs Overview for a period with unpriced usage or terminal runs
awaiting receipts.
4. Inspect the notice and try to find the affected run or the relevant
agent settings.

**Paperclip version or commit**

Current master at `657e71584a0`. The patch is rebased on that commit.

**Deployment mode**

Self-hosted server and local development. The cost detail tests use a
disposable PostgreSQL database.

## What Changed

- Preserve the runtime-selected ACP model in checkpoints and final
results. Conflicting models across one turn remain unpriced.
- Share credential-backed API billing checks across native and OpenCode
results. Keep unknown billing when the provider and credential do not
match.
- Add company-scoped cost detail and accounting retry endpoints. Board
viewers can read details but cannot retry. Agents and foreign companies
are denied.
- Limit each detail category to 25 entries. Use one consistent database
snapshot and sparse indexes matching the filters and sort order. Add the
unknown-billing count to the existing summary query.
- Replace the notice with an expandable count line. Group entries
alphabetically by agent. Show the saved blob icon, link each name to
configuration, and put run and retry links beside the date.
- Preserve estimate and unavailable-price labels on Providers and
Billers; keep retry confirmation after the resolved notice disappears.
- Fetch details only while expanded. Retain the last loaded details
after a refresh error. Retry saved accounting only; do not rerun the
agent.
- Add capture, database, authorization, UI, and Storybook coverage.
Update the implementation contract and cost reporting guide.

## Verification

- `pnpm -r typecheck` passed after rebase.
- `pnpm build` and `pnpm build-storybook` passed after rebase.
- `pnpm check:token-gates` and `git diff --check` passed.
- 1,086 focused tests passed across 17 files. These cover ACP, native
and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI,
Costs UI, and existing accounting regressions.
- Desktop and mobile browser checks passed during UI review. They cover
lazy expansion, alphabetical groups, loaded blob icons, configuration
and run links, keyboard retry, and layout overflow.
- `pnpm test:run` was attempted with command-scoped
`init.defaultBranch=master` for Git fixtures. It was stopped after a
native session recovery failure reproduced on unchanged base
`657e71584a0` (`archives a damaged prior epoch before completing guarded
same-task replacement with real runnerd`). An MCP upload case failed in
the broad run but passed in isolation on both the base and PR branch.
These local limitations do not affect the 1,086 passing focused tests.
- Current-head CI is green, including all unit test lanes, serialized
server suites, runner checks, typecheck, build, policy, and eight
browser shards. Apex re-review is 5/5 on `56de60effdb`; all four
original findings are addressed and every review thread is resolved.
- PostgreSQL applies migration `0333` in the integration fixtures.
EXPLAIN ANALYZE on the production detail statements uses the new sparse
indexes behind 5,000 healthy records in each table.
- Ten provider/biller card cases cover missing and estimated prices; the
retry test covers row removal and notice unmount. A live Storybook
browser check verifies the confirmation and updated count.
- Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality
Details** to inspect the production page with representative fixtures.

## Risks

- Model and billing metadata change for future runs. Estimates still
require complete usage and a supported price. No past cost amount is
rewritten.
- A missing final receipt remains unresolved for budget checks. The
display changes after fifteen minutes; that time limit never authorizes
settlement.
- Accounting retry is a write action. It retains the existing company
checks, receipt fences, idempotency, and audit logging.
- Detail reads are bounded and run only after expansion. They poll every
30 seconds while open. No provider probe or new summary query is added.
- Migration `0333` adds two partial indexes; it changes no stored cost
amounts or table columns. Index creation scans the existing tables and
may briefly block writes during deployment. No lockfile or workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code editing,
browser checks, and test execution. The exact serving model ID,
reasoning setting, and context window were not exposed to this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Codex <noreply@openai.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-11 22:48:29 -07:00
85f4205de3 perf(test): reuse a migrated embedded Postgres template across suites (#15861)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Pull requests to this repository run a large CI matrix. The slowest
check sets the time a contributor waits for a green run.
> - After #15853, the twelve `server (n/12)` shards are the slowest
check in every fully green PR run created since its merge (518s to 548s;
`Build` is 482s to 504s). Each shard is about 60s of setup and 454s to
490s of Vitest, with one worker, so its wall time is the sum of its
suites.
> - From two shard logs, 22 to 24 of the 71 to 74 suites in a shard
start an embedded Postgres cluster. Each one runs `initdb`, starts the
cluster, and applies all 331 migrations before its first test. The
smallest such suite takes 6s with one or two trivial tests. On top of
that, the `getEmbeddedPostgresTestSupport` probe starts and stops a
second throwaway cluster at import time in 19 of those suites, which is
why their per-file import overhead is 3.5s to 4.1s against 0.9s to 1.0s
for suites without Postgres.
> - A cluster data directory that was shut down cleanly can be copied
and started again as an independent cluster, and the migrated schema is
the same for every suite.
> - This pull request builds one migrated cluster per host, publishes
its data directory as a template under the OS temp directory, and starts
every later suite from a copy of it. The probe reuses the template
instead of starting a cluster.
> - The benefit is about 7s to 8s per Postgres suite on the CI runners
(measured 3.2s to 0.35s per start and 0.75s to 0.03s per probe locally),
about 120s to 170s per server shard, and a faster local test loop for
every suite that uses the fixture.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `server (n/12)` PR checks are the slowest check in every fully green
PR run since 2026-10-11 05:27Z. Their Vitest step runs suites one at a
time, and about a third of each shard's time is embedded Postgres setup
that produces the same migrated cluster every time.

**Subsystem affected**

Test infrastructure: the embedded Postgres test fixture in
`@paperclipai/db` (`packages/db/src/test-embedded-postgres.ts`), used by
349 server suites, the db package suites, and the CLI suites.

**Current behavior**

`startEmbeddedPostgresTestDatabase` runs `initdb`, starts the cluster,
creates the database, and applies all 331 migrations for every suite.
`getEmbeddedPostgresTestSupport` starts and stops a second throwaway
cluster once per test file, because the module-level cache does not
survive Vitest's per-file isolation. Measured locally: 3.2s per suite
start plus 0.4s cleanup, and 0.75s per probe. On the CI runners the
smallest Postgres suite takes 6s and the probe adds 2.5s to 3s of import
time per file.

**Proposed behavior**

The first caller on a host builds one migrated cluster, stops it, and
renames its data directory to
`$TMPDIR/paperclip-embedded-postgres-templates-<uid>/<key>`. Every later
caller copies the template (about 90 MB) and starts Postgres on the
copy, then still runs `ensurePostgresDatabase` and
`applyPendingMigrations`, which are no-ops on a current template. The
probe treats a published template as proof that the host can run the
cluster. The key hashes the embedded-postgres version, the initdb flags,
the user, and the name and content of every migration file plus the
journal, so a changed migration builds a new template.
`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` bypasses the cache. Any template
failure falls back to the fresh path.

A template is a Postgres data directory, and starting it executes its
configuration, so the cache is private to the current OS user: the root
name carries the uid, the root is created with mode 0700, and both the
root and each template are used only when `lstat` shows a real directory
(not a symlink) owned by the current user with no group or world write
bit. A root that fails those checks (for example one pre-created by
another user in a shared `/tmp`) is left alone and the process uses
fresh clusters.

**Reason and benefit**

The slowest check decides the wall-clock time of every PR run. Measured
locally, a template start takes 0.3s to 0.4s instead of 3.2s, cleanup
0.15s instead of 0.43s, and the probe 0.03s instead of 0.75s. Four
server suites that passed in both modes dropped by 3.4s to 6.0s each;
the db `backup-lib` suite dropped from 42.7s to 20.9s. The CI runners
are about twice as slow, so the expected saving per server shard is 120s
to 170s.

**Breaking changes**

None. The returned database is fully migrated in both paths, each suite
still gets its own cluster and data directory, and a failure on the
template path falls back to the existing fresh path.

## What Changed

- `packages/db/src/test-embedded-postgres.ts`: adds the template cache.
`computeEmbeddedPostgresTemplateKey` hashes the inputs that determine a
migrated cluster. `buildEmbeddedPostgresTemplate` starts a fresh cluster
through the existing bounded retry, creates the database, applies
migrations, waits for the real `stop()` (30s bound), and publishes the
data directory with an atomic rename; a concurrent builder that loses
the rename discards its copy.
`startEmbeddedPostgresFromTemplateWithRetry` copies the template into a
fresh temp directory, sets mode 0700, and starts the cluster with the
same per-attempt port and directory rotation as the fresh path.
`startEmbeddedPostgresTestDatabase` tries the template first and falls
back to the fresh path with one warning per process.
`probeEmbeddedPostgresSupport` returns supported when a template exists
or can be built, and keeps its throwaway-cluster path for the case where
the template could not be published. Templates for other keys are pruned
after seven days. The connection strings and initdb flags move into
shared constants; no other behavior changes.
- `packages/db/src/test-embedded-postgres.test.ts`: two unit tests for
the key (stable for identical inputs; changes with migration content, a
new file, flags, version, or user; hashes this package's real migrations
directory) and two real-cluster tests (the published template is
complete and private, a suite starts from it in `template` mode with
migrations up to date, a table written to one copy is not visible in the
next copy, and `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` runs the `fresh`
path). The real-cluster tests skip on hosts without embedded Postgres,
like every other fixture suite.
- `doc/DEVELOPING.md`: a short section under Test Commands describing
the template, its key, and the bypass variable.

**Review fixes (second commit), one per finding:**

- Private cache root (Greptile P1, Superagent P2). The root is
`$TMPDIR/paperclip-embedded-postgres-templates-<uid>` (user name on
Windows), created with mode 0700. `prepareTemplateRootDir` and
`isUsableTemplate` both reject, via `lstat`, anything that is a symlink,
not a directory, owned by another uid, or writable by group or others; a
rejected root logs one warning and the process uses fresh clusters. A
root created by the first commit with a wider mode is narrowed to 0700
if this user owns it.
- Template failures never skip suites (Greptile P1).
`getEmbeddedPostgresTemplateDir` no longer rejects. A build or root
failure resolves `null` with one warning, and
`probeEmbeddedPostgresSupport` then runs the throwaway-cluster probe, so
only a cluster that cannot start reports `supported: false`. A migration
that cannot apply fails the suite on the fresh path instead of being
hidden by `describe.skip`.
- Idle-based pruning (Greptile P2). Each reuse refreshes the template's
timestamp with `utimes`, so the seven-day prune measures idle time. A
template that disappears after a process resolved its path is not
retried five times: `startEmbeddedPostgresFromTemplateWithRetry` checks
the template before each copy and throws at once, the suite falls back
to a fresh cluster, and the fallback forgets the path so the next caller
in that process rebuilds the template.
- The template-path test enables the cache for itself and restores the
original `PAPERCLIP_TEST_POSTGRES_TEMPLATE` value afterwards (Greptile
P1), so the suite passes under `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` as
well.
- Eight new tests: `isUsableTemplate` accepts a private cluster
directory and rejects a missing `PG_VERSION`, a leftover
`postmaster.pid`, a symlink, and (POSIX) group- or world-writable modes;
a world-writable pre-created root and a symlinked root both fall back to
fresh clusters, publish nothing, log one warning, and still report
`supported: true` from the probe; a ten-day-old template is refreshed on
reuse; a pruned template is rebuilt on the next start; and a template
build that fails after the cluster started falls through to the fresh
probe. The tests that need an empty cache point `os.tmpdir()` at a
scratch directory (`TMPDIR`, `TEMP` and `TMP` together, so the redirect
holds on Windows as well) and restore it.

**Review fixes (third commit, e8f8e9c8), one per finding:**

- Fallback test on Windows (Greptile P1). `useScratchTmpdir` set only
`TMPDIR`, which Windows `os.tmpdir()` ignores, so the one scratch-root
test that runs on every platform would assert on paths outside the
scratch root there. The helper now sets and restores `TMPDIR`, `TEMP`
and `TMP` together, and that test asserts `os.tmpdir() === scratch`
before it checks any path under it.
- Timestamp test runs on its own (Greptile P2). The test assumed an
earlier test had published a template; under
`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` the probe does not, so a
name-filtered run threw `ENOENT` from `utimes`. It now starts and cleans
up one suite first, which builds the template when nothing has, and
asserts `isUsableTemplate` before ageing it.

## Verification

- `pnpm --filter @paperclipai/db exec tsc --noEmit`: clean (both
commits).
- `pnpm --filter @paperclipai/db exec vitest run
src/test-embedded-postgres.test.ts`: 15 pass (12 new across both
commits) with the template root absent (first run builds it), with it
present, and with `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0`.
- After the review fixes: `client.test.ts` and `backup-lib.test.ts` (29
tests) pass on the template path, and
`agent-action-audit-routes.test.ts` and `status-cards.test.ts` (36
tests) pass through the server route harness. The second commit's CI run
([38121021162](https://github.com/paperclipai/paperclip/actions/runs/38121021162))
passed every check: `server (n/12)` jobs 277s to 425s, Vitest `Duration`
219s to 365s, no fallback warning in any shard.
- Third commit: reproduced the Greptile P2 on the old file first
(`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0 vitest run
src/test-embedded-postgres.test.ts -t "refreshes the template"` on an
empty cache root fails with `ENOENT … utime`), then with the fix the
same command passes, and the full file passes 15/15 on a cold cache, a
warm cache, and with the bypass set. `tsc --noEmit` clean.

**Measured on this PR's first CI run
([38117892083](https://github.com/paperclipai/paperclip/actions/runs/38117892083)),
which ran the branch's fixture in every server shard:**

| | Before (runs 38114982393, 38115279131, 38115459196) | This PR's run
|
| --- | --- | --- |
| Vitest `Duration` per `server (n/12)` shard | 454s to 490s | 224s to
337s |
| `server (n/12)` job | 518s to 548s | 286s to 401s |
| Slowest check in the run | a server shard | `Build`, 453s |

No shard logged a fixture fallback warning, so every Postgres suite in
the run started from the template.
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts
src/nested-skill-folders-migration.test.ts
src/chat-github-migration.test.ts
src/question-response-delivery-migration.test.ts src/client.test.ts`: 5
files, 24 tests pass on the template path. These suites drop indexes,
re-run migration files, and create extra databases on the cluster, so
they cover the semantics the template must preserve.
- Four server suites run with `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` and
then with the template, all passing in both modes:

| Suite | Fresh path | Template path |
| --- | --- | --- |
| `server/src/__tests__/agent-action-audit-routes.test.ts` (11 tests) |
17.9s | 14.6s |
| `server/src/__tests__/status-cards.test.ts` (25 tests) | 22.2s | 18.6s
|
| `server/src/__tests__/plugin-managed-routines.test.ts` (3 tests) |
18.2s | 14.3s |
| `server/src/__tests__/issue-thread-interactions-service.test.ts` (106
tests) | 19.0s | 12.9s |
| `packages/db/src/backup-lib.test.ts` (9 tests) | 42.7s | 20.9s |

- Per-operation timings on the same host: fresh `initdb` + start +
create database + 331 migrations 3.2s, cleanup 0.43s; template copy
0.20s to 0.23s, start from copy 0.03s to 0.04s, `ensurePostgresDatabase`
0.013s, `applyPendingMigrations` fast path 0.03s to 0.04s, stop 0.03s.
Probe with the template on disk 0.03s (was 0.75s). Template size 87 MB,
3215 files.
- This PR's own server shards run the branch's fixture, so their Vitest
`Duration` lines show the saving directly. Expected on this PR's run:
`server (n/12)` about 330s to 430s (was 440s to 548s on runs
38114982393, 38115279131 and 38115459196), and the slowest check moves
to `Build` (482s to 504s).

**Measured on the three fully green `master` PR runs created after
#15853 merged** (slowest server shard logs):

| Run | Server shards | Vitest `Duration` (slowest shard) | Postgres
suites in it | Their reported duration | Their import overhead |
| --- | --- | --- | --- | --- | --- |
| 38115459196 | 476s to 548s | 483.8s (tests 72%, import 24%) | 22 of 71
| 197s | 83s |
| 38114982393 | 409s to 518s | 452.8s (tests 65%, import 30%) | 24 of 74
| 264s | 98s |

## Risks

- Low risk to correctness. The template is a cleanly stopped cluster
produced by the same `initdb` flags and the same migration runner as the
fresh path, and each suite still runs `ensurePostgresDatabase` and
`applyPendingMigrations` on its copy. Each suite gets its own copy, its
own port, and its own data directory, so isolation between suites is
unchanged.
- A stale template is prevented by the key. If a migration file, the
journal, the embedded-postgres version, the initdb flags, or the user
changes, the key changes and a new template is built. Even if a stale
template were used, `applyPendingMigrations` on the copy would bring it
up to date.
- Concurrent first use (for example the file-parallel db project) can
build the same template twice. The rename is atomic, so one copy wins
and the other is discarded; a template that exists is always complete.
The loser pays one extra fresh start, which is what every suite paid
before.
- The template root lives under the OS temp directory and holds about 90
MB per key. Keys that have not been used for seven days are pruned when
a new template is built; each reuse refreshes the timestamp.
- A template is executable configuration, so the cache is only used when
the root and the template are private directories of the current user
(ownership, no symlink, no group or world write bit). On a host where
another user pre-created the path, the process logs one warning and uses
fresh clusters. Windows has no uid, so there the check is
directory-only; its temp directory is already per user.
- Any failure on the template path (root checks, build, copy, start,
publish) falls back to the fresh path and logs one warning per process,
so a broken cache can make a suite slower but never fail it or skip it.
The guard tests assert the mode, so a silent fallback on CI would fail
`test-embedded-postgres.test.ts` rather than hide.
- Hosts that cannot run embedded Postgres still get `supported: false`
with the real Postgres output, now from the throwaway probe: a failed
template build is one warning, then the probe decides. On such a host
the probe costs one extra failed start attempt cycle per file compared
with the first commit; every suite on that host skips anyway.

## Model Used

- Claude (Anthropic), model ID `claude-fable-5-1`, running as a
Paperclip agent through the Claude local adapter with tool use (shell,
file edits, GitHub CLI). The agent collected the CI data, made the
change, ran the tests, and wrote this description.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (53 checks green on both run
38117892083 and run 38121021162; the third commit re-runs them)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(1/5 on the first commit, 4/5 on the second; every finding so far is
fixed and answered, and Superagent confirmed its fix; re-review of the
third commit pending)
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Bender (Fable) <bender-fable@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-11 11:19:13 -07:00
Devin FoleyandPaperclip b36960b758 fix(server): permit verified question-delivery history to sleep (#15851)
Treat completed question-response deliveries as history only after their exact same-company handoff finishes. Preserve missing evidence, retries, accounting debt, and idle-sleep fences.

Add a concurrent all-state question history index with interrupted-build repair. Keep migrations serialized without waiting snapshots that deadlock concurrent index builds.

Validated by 118 focused sleep tests, six migration/snapshot tests, full repository typecheck, all CI gates, and Apex 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-10 21:47:55 -07:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: database, shared contracts, server orchestration,
connections, and UI.

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 3ec7309d91 feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. Speko stays
experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.

## Verification

- Master 3389bea708 is integrated. Database/shared builds, server
typecheck, migration upgrade/replay checks, and 46
communication-guidance/provider/protocol tests passed.
- The final persistence suite passed 85 real-database tests. Five
focused native continuation/authorization regressions passed. Five
callback ownership/rotation tests passed after the last runtime repair.
- Review repairs cover reconnect ownership, current caller authority,
duplicate delivery, multipart answers, task-page answers, guest question
handling, and saved sandbox recovery.
- A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a
correct disk-space answer. This did not establish live-call playback.
- Full local typecheck/build passed before the final repairs; focused
typechecks passed after them. Latest-head CI runs the repository gates.
- The separate integrated browser qualification passed two journeys and
failed browser answer retrieval. The feature remains experimental. The
report in #15729 records this failure and outstanding real-provider
acceptance.
- No lockfiles are included. Speko migrations follow master as
0324–0330.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

OpenAI Codex, GPT-6, with tool use and code execution. The exact serving
model ID and context window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 21:54:11 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact runtime model identifier and context size are not exposed in this
session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; complete
test matrix is checked in CI)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:01:20 -05:00
Devin FoleyandPaperclip 98e3cec78e feat(costs): report monthly subscriptions beside API spend (#15634)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Costs page reports API charges and subscription token usage.
> - Subscription runs do not show the recurring fee paid for the
account.
> - Several agents can share one paid seat, so a fee per agent would
overstate cost.
> - This pull request identifies connected subscription accounts and
reports each monthly fee once.
> - Users can compare API spend and subscription costs, see uncertainty,
and enter their actual price.

## Linked Issues or Issue Description

Refs #498 and #3406 for related subscription reporting needs. This
change does not add subscription budget enforcement or automatic
optimization.

Related prior approaches: #10544 and #11104 proposed API-equivalent
token costs for subscription work. This PR reports recurring account
fees separately from usage charges and budgets. A search found no open
PR for monthly account fee reporting.

**Subsystem affected**
Costs, managed AI connections, shared contracts, database schema, and
board UI.

**Problem or motivation**
An organization can pay for subscriptions even when included runs record
no additional dollar charge. The Costs page cannot show that monthly
commitment or distinguish a shared paid seat from several separate
seats.

**Proposed solution**
Discover account identity from the managed connection selected for a
run. Use exact known plans for labeled monthly list-price estimates.
Keep ambiguous plans and unconfirmed identities unpriced until the user
supplies a price. Sum current monthly fees separately from date-filtered
API charges and token usage.

**Alternatives considered**
A fee per agent double-counts shared accounts. Token-based API price
estimates do not measure the recurring subscription fee. Provider
invoices would be more exact but are not available through these account
credentials.

**Roadmap alignment**
Extends the shipped Better Budgeting and Personal & Shared AI Accounts
capabilities. The feature and UI were reviewed with the maintainer
before this PR.

## What Changed

- Add company-scoped subscription accounts, connection bindings, and
immutable price revisions in replay-safe migration 0322.
- Identify OpenAI workspace/seat and Claude organization/account pairs
only after provider authentication. Keep provisional records
grant-scoped; unchecked ID-token claims cannot combine accounts or grant
billing editors. Keep credentials and raw provider identities out of
reports.
- Attach the selected subscription to new run receipts. Resolve
duplicate aliases without rewriting old monetary receipts.
- Add cached background discovery with four provider checks and twenty
discovery requests at a time. Accepted requests wait for capacity;
excess requests receive HTTP 429 and a UI retry action. Preserve saved
prices and observations when a provider check fails. Dashboard polls
load current prices only; audit revisions stay in the database.
- Support owner-controlled monthly or annual prices, fractional-cent
precision, separate currency totals, tracking status, and duplicate
linking. Preserve both personal owners and shared-account managers when
discovery finds the same paid seat.
- Show API spend beside monthly subscription commitment, with separate
token totals and clear estimate labels. Account details and fee totals
follow billing-owner/shared-audience visibility; company-wide token
totals remain available to cost readers.
- Use consistent amount and estimate badge formatting for agent, user,
project, and model rows.
- Add real PostgreSQL tests, route authorization tests, UI tests,
interactive Storybook fixtures, and operator documentation.

## Verification

- Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53
checks, with two checks skipped. This includes the full test matrix,
browser tests, build, typecheck, migration policy, canary packaging, and
security checks.
- Greptile Apex reviewed that exact head at 5/5 with no unresolved
findings.
- Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`,
migration safety checks, and `git diff --check` passed.
- All 238 focused tests passed across accounting, subscription
persistence, authorization, UI, migration replay, and snapshot drift.
- The expanded local chat suite passed 1,149 tests. Two cases failed
because this workspace found an unrelated ancestor skill directory; both
passed unchanged in an isolated checkout. The full local Vitest command
was not repeated after the rebase because of this environment issue. CI
covered the complete test matrix on the final head.
- Migration `0322_reflective_kree.sql` follows master's
`0321_acoustic_human_fly.sql`. Its snapshot and journal were
regenerated. Master's migration and snapshot are unchanged. The
subscription SQL retains its original content and hash.
- Disposable PostgreSQL upgrade fixtures applied master's added
lifecycle and Slack migrations without changing saved subscription
prices or cost receipts. The renamed subscription migration was
recognized by hash, retained one history row, and a second migration run
was a no-op.
- Regression tests cover provider capacity, fractional-cent edits,
billing visibility after grant revocation, and
fixed-price/credit/unknown usage. The new UI billing-label tests fail
against the old wording and pass with the fix.
- Browser checks passed for desktop and mobile layouts, shared-account
totals, annual price edits, unknown prices, and stale provider data.
- A live OpenAI account probe returned HTTP 200 and a verified Pro
account identity. The generic Pro plan correctly remains unpriced.
- Live Claude discovery identified Max 20x and a $200/month estimate.
Two real Claude agent runs were attributed to that same account, with
two usage receipts, two agents, one monthly fee, and zero additional
usage charges. Two OpenAI connections also deduplicated to one account.
- Live Codex execution is not verified: both Paperclip's managed hello
test and a direct host `codex exec` fail with a workspace-routing
authentication error. The current credential passes the usage API probe.
This is separate from the successful account-discovery check.
- A local performance fixture with 50,000 usage events and 5,001 saved
price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms
maximum over ten warmed runs. PostgreSQL used the subscription/revision
index to read one current price row. These are local measurements, not a
production latency guarantee.
- [Desktop, account details, and mobile
screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/)
show the production Costs page with synthetic Storybook fixtures.
- To inspect the UI, run `pnpm storybook` and open **Costs /
Subscriptions**. Edits there change fixture data only.

## Risks

- Provider plan identifiers can change. Unknown plans remain unpriced.
Automatic prices are estimates before tax; discounts and negotiated
prices require a user-supplied amount.
- Subscription fees describe the current monthly commitment. They do not
follow the selected usage date range and do not consume agent budgets or
create finance events.
- Monthly fees cover only accounts visible to the viewer; company-wide
token totals retain their existing scope.
- Legacy or unmanaged usage can remain unattributed. Unconfirmed
identities require manual prices and may need explicit duplicate linking
after credential changes.
- Disconnecting a connection does not prove provider billing stopped.
Users must end or exclude tracking explicitly.
- Migration 0322 adds tables, a nullable cost-event column, and an
index. It is replay-safe, but normal migration locks still apply.

## Model Used

OpenAI Codex, based on GPT-6. This session did not expose a more
specific backend model ID or context-window size. Capabilities used:
code editing, shell execution, database tests, and browser 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 13:38:01 -07:00
DottaandPaperclip 3fc64c5156 feat(slack): add Require at-mention setting (#15612)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack messages can create tasks and continue existing tasks.
> - A reply in a subscribed thread can start agent work without a new
mention.
> - Some users want to control each reply with an explicit bot mention.
> - This pull request adds a Require at-mention setting to Slack app
settings.
> - The setting checks new messages and queued messages before they
start work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Slack app settings and the rules that admit inbound messages.

**Subsystem affected**

Server, UI, database, and shared API contracts.

**Current behavior**

After the bot joins a thread, an ordinary reply can wake the agent.
Direct messages do not need a bot mention.

**Proposed behavior**

Add Require at-mention below Allow direct messages. When enabled, each
channel message, thread reply, and direct message must mention the bot.
Direct messages must also be allowed.

**Reason and benefit**

Users can prevent ordinary conversation from starting agent work.

**Breaking changes**

New Slack connections require a bot mention by default. Existing
connections keep their saved setting. Work that has already started is
not cancelled.

**Additional context**

A search for existing at-mention PR titles found no duplicate.

## What Changed

- Add the endpoint field, schema validation, API response, and UI
toggle. New Slack connections enable the setting.
- Add an idempotent database migration and generated metadata. Renumber
it to 0321 after current master.
- Check the current setting at inbound admission, task mutation, and the
first heartbeat queue claim.
- Keep Slack tool access and recovery for already-running work when the
setting changes.
- Cancel queued batches that contain an unmentioned input, including
coalesced messages.
- Dispatch promoted follow-ups after the scheduler releases its agent
start lock. Preserve these checks in the new queue and run-control
modules.
- Filter unmentioned messages without retaining their content.
- Keep provider-message deduplication and existing access checks.
- Add thread, DM, duplicate-delivery, queued-message, and new-connection
default regression tests.
- Document the setting and its scope.

## Verification

- Previous head `16791bb7`: typecheck, build, all server shards, Runner
checks, and E2E passed. Two chat shards failed in three fixtures that
used unmentioned Slack messages.
- Update setup follow-ups to mention the Slack bot. Disable the mention
rule explicitly in the callback ordering test, which tests ordinary
subscribed replies.
- Previous local checks passed: six Slack integration cases, all 46
durable chat scheduler tests, all 24 queue/run-control tests, migration
safety, and UI token gates.
- Greptile reviewed `16791bb7` with 5/5. All review threads are
resolved.
- Head `53163c20f`: all five focused integration cases passed. These
cover all three prior CI failures and both default-on channel/DM cases.
Fresh CI and Greptile are running.
- Full local recursive typecheck, build, and repository tests were not
repeated for this fixture-only change. CI supplies these checks.
- Manual check: create a Slack connection. Require at-mention must be
on. An ordinary thread reply or DM must not wake the agent. A bot
mention must wake it once. Disable the setting and confirm ordinary
replies work again.

## Risks

- The migration adds a non-null boolean with a false default. Apply it
before the new server runs.
- The setting also applies to DMs. The UI help text states this.
- Enabling it blocks queued unmentioned work but does not cancel a run
that has already started.
- Full local verification is limited by the environment constraints
above; latest-head CI must pass before merge.

## Model Used

OpenAI GPT-6 (Codex agent), with reasoning, tool use, and code
execution. The runtime does not expose a more specific model version or
context-window size.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 14:03:02 -05:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent creation, approval, pause, and termination change whether an
agent can work.
> - These changes currently use separate service and database paths.
> - Some agents need setup after their record exists and before their
harness can run.
> - This PR adds one module that owns those state changes and their
transactions.
> - The module records progress and retries incomplete work after a
server restart.

## Linked Issues or Issue Description

**Problem or motivation**

A hire can become active before its execution environment is ready.
Direct agent state writes also bypass one common lifecycle boundary.
Termination does not have a durable step for resource cleanup.

**Proposed solution**

Use agent lifecycle commands for hiring, approval, pause, resume, and
termination. Keep proposed hires pending until approval. Prepare each
approved hire, test its saved harness configuration, and then permit
work. Wait for required plugin work before completing a step.

**Alternatives considered**

A general database commit hook would expose transaction details to
callers. A timer alone would delay each new hire. This module owns each
command transaction and starts its worker after commit. A periodic scan
recovers work after a process stops.

**Roadmap alignment**

This change adds the lifecycle boundary for the existing agent and
plugin systems. It does not add a user interface or a provider
implementation. It replaces the lifecycle delivery approach in #15391.
Related proposals include #11475 and #13099; this change does not add
their external executor protocols.

## What Changed

- Add durable approval, preparation, verification, pause, resume, stop,
and cleanup states.
- Keep agent creation, lifecycle state, configuration writes, and agent
record deletion behind `modules/agent-lifecycle`. Keep validation,
credential rules, reads, onboarding, invitations, general approvals, and
company data deletion in their services.
- Commit a hire before the remaining onboarding or invitation work.
Serialize requests with the existing dedicated database connection
helper. Reuse the hire after a failed attempt.
- Keep accepted work in the run queue during setup. Require execution
and cleanup evidence before completing pause or termination.
- Retain the original credential owner when approving migrated hires.
- Start lifecycle work after each command commits. Use database leases
and revision checks for retries and late results.
- Add a generic required plugin method and capability. Store the
required plugin IDs for each agent. Track host and plugin completion
separately.
- Keep harness verification and credential rules in services. Supply
their results to lifecycle through explicit ports. Reject failed logins
and incomplete probes.
- Remove reverse imports from lifecycle adapters into services. Share
record queries and validation below both layers.
- Use one hire decision path for agent IDs and approval IDs. Resolve the
approval and agent change in one transaction. Expose policy
reconciliation on the command object.
- Save configuration and verification invalidation through one module
operation. Ordinary commands own their transaction. Restrict the shared
transaction integration to its listed callers. Reject identity, company,
accounting, timestamp, and unknown fields.
- Require completed termination before deleting agent records. The
company deletion service calls the module through a separate deletion
interface.
- Save an approved secret before applying its agent binding. A failed
binding leaves the secret approved. A retry reuses it.
- Remove old permission and metadata export files. Move hire
configuration rules out of lifecycle persistence.
- Report failed worker steps and scans with operation context and known
error codes. Omit provider messages, stacks, and configuration values.
Document ordinary application use and extension rules.
- Recover expired native owners only after execution stops. Retry
cleanup of failed retained leases. Wait for setup in the live smoke
script.
- Keep manual, budget, and company pause reasons separate. Guard
execution status writes with the ready state.
- Add a migration, boundary checks, regression tests, and a lifecycle
guide. Keep the current UI.
- Limit periodic policy checks to 100 eligible agents per minute.
Continue from the last agent ID. Exclude pending hires and agents in
termination or a final state. Keep explicit company and budget updates
immediate.

## Verification

- Latest head `ccc3c86b0` aligns the shared status update schema with
the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2
CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile
comment is fixed. CI is running; no new Apex review was requested for
this small fix.

- Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test
uses the shared 90-second timeout from master; the older timeout commit
was removed. The affected backup test passes.
- Agent budget edits now pass the target agent ID through enforcement.
All 50 affected tests, server TypeScript, and 11 boundary tests pass.
Both configuration update paths have regression coverage. CI is running
on the latest head. No new Apex review was requested for these small
fixes.

- Rebase `9b568666a` preserves the run-control extraction and
delivery-work startup changes from master. All 559 affected tests,
server TypeScript, and 11 boundary tests pass. CI and Apex review are
running on the final head.
- The policy scan fix passes 56 lifecycle and diagnostic tests, 24
policy and caller tests, and 11 boundary tests. A regression test checks
the page limit, interval, excluded states, and cursor wraparound.

- Rebase `fd4698750` passes all 611 tests in eight affected lifecycle,
route, and heartbeat suites. Server TypeScript and all 11 module
boundary tests pass. The company deletion rollback and concurrent hire
tests are included.

- Follow-up `00aac7646` fixes the failed decision deletion test and the
public update schema. All 126 affected server tests, 8 shared tests, 2
CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI
TypeScript checks pass.

- Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc
--noEmit`.
- All 11 boundary tests pass: `node --test
scripts/check-module-boundaries.test.mjs`. The repository boundary scan
also passes.
- All 68 lifecycle, failure diagnostic, and harness verification tests
pass. Tests reject forbidden fields through the root command, combined
transition command, and restricted transaction integration. They also
check invalid fields returned by configuration preparation.
- Failure tests cover host work, plugin work, claims, renewals,
deferrals, and scans. Log tests check known error codes and exclusion of
private error contents.
- All 355 tests in 10 existing caller suites pass. These tests cover
secret approval, pairing, pending hires, credentials, company import,
built-in agents, managed agents, instructions, and skills.
- The branch is rebased onto `origin/master` at `2eb5187e4`. The queue
guards and cancellation lock fix use the extracted heartbeat queue.
Agent cancellation uses the extracted run-control file. The source diff
scan found no secrets or private URLs.
- Earlier checks cover approval retries, rollback, late verification
results, policy holds, deletion rollback, concurrent company deletion,
and queue admission during setup.
- Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it
5/5 with no open comments. CI and a new Apex review are pending for the
rebased commit. The branch has no merge conflicts.
- The full local build and native Dot suite were not run. The host has
no Cargo. No live provider test was run.

## Risks

- Background policy recovery takes more than one minute when more than
100 agents are eligible. Explicit company and budget updates still
reconcile immediately.

- The restricted configuration integration keeps an agent reference and
its dependent records in one transaction. It cannot change a budget or
invoke a lifecycle transition. A periodic scan starts pending setup
after that transaction commits.
- Secret approval and binding use separate transactions. A failed
binding can leave an approved secret with no agent binding.
- New approved hires remain unavailable until setup and verification
complete. Existing clients see `paused` during these steps. This PR does
not change the UI.
- Migration `0320_daily_onslaught.sql` maps existing statuses and pause
reasons. It does not create external resources or claim that an existing
harness passed verification.
- Use a coordinated server update for this migration. Older server
versions can write legacy status without the new lifecycle checks.
- A failed onboarding or invitation request can leave a committed hire.
A retry reuses that hire and completes the remaining records.
- Deletion requires completed termination. Company deletion can require
another request while cleanup is pending.
- Required plugins must make repeated calls safe and reject older
revisions. A disabled or removed required plugin blocks completion until
it is restored.
- A new hire can run a second harness test after the existing UI test.
Some adapters can charge for this test.
- No live provider test was run. Provider implementation and resource
backfill remain separate work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local test
execution.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00
Dotta 2eb5187e43 Runner/Pi 2/5: document setup and fix CI fixtures (#14922)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The experimental Runner owns provider processes and durable
sessions.
> - Pi needs working task execution and human controls.
> - The five-PR stack must preserve changes already on master.
> - The runtime implementation has merged in #14921; this layer carries
setup documentation and a narrowly scoped CI fixture repair.
> - This PR belongs to native GitHub stack #15602, ending at #14956.

## Linked Issues or Issue Description

Refs #14436, #14631, #14743 and #14956.

Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are
#14921, #14922, #14923, #14924 and #14956. The user authorized the
complete merge after checks pass. Existing `pi_local` execution is
unchanged. Accounting and wider provider/platform qualification remain
deferred.

## What Changed

- Create the warm Pi fake sidecar and its directory with explicit
private modes, independent of the runner umask. Preserve the
qualified-asset permission guard and every warm-admission timing
assertion.

- Document explicit public Pi host setup and verified Linux companion
import for Daytona.
- Preserve historical installation and qualification checkpoints with
their original source identities.
- Use the repository's existing `EMBEDDED_POSTGRES_TEST_TIMEOUT_MS` for
the backup error fixture, which starts a real PostgreSQL cluster.
Preserve all error, archive, and retention assertions.

## Verification

- Full local `pnpm -r typecheck` passes, including Runner Rust, server
and UI. Focused integration checks pass: 194 Runner
admission/environment tests, 63 profile/credential tests with one
expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice
tests.
- Full local `pnpm build` passes on the final source.
- Fresh final-source checks pass: all 698 Rust workspace tests (32
binaries), 156 credential/profile/controller tests with one expected
skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests.
- The profile-21 Pi materializer passes on the native host with the
official pinned Node 24.21.0 and its npm. It verifies all 150 locked
packages, the patched dependency and the exact closure. Setup/package
bundle tests and UI token gates pass.
- The old hashes were reproduced for all three supported targets before
calculating the patched graph. New closure hashes are darwin-arm64
`282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`,
darwin-x64
`64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and
linux-x64
`713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`.
Independent native platform execution is separate from graph identity
reproduction.
- Historical cloud qualification remains unchanged: all seven core cases
pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`,
harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image
`sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`,
and accepted Sonnet 4.6/low fixture. All 215 canonical files and all
seven cleanup checks pass independent verification. These are profile-19
results and are not relabeled as fresh profile-22 runs.
- Current Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.
[The readiness
plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md)
preserves campaign and failed-attempt provenance.
- Merge only after every PR's current-head CI and fresh review pass.
Linux CI covers the full suites, build and browser tests. The local
embedded Postgres API-authority suite cannot start on this macOS/Node 26
host, so Linux CI must confirm that suite.

### Fresh profile-22 core qualification — 2026-10-08

All seven accepted core cases pass canonically on Pi profile 22, with
`openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low
thinking. This model is a fixture; production accepts the caller's
explicit Pi provider/model.

Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`.
Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`.
Immutable cloud image:
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`.
Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.

[Hosted Linux image and clean-install
verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023)
passes, including all 20 source-bound archives, normal CLI/Pi setup,
companion import and the production pack reader. This exact installation
source includes the latest master integration and the corrected Pi warm
instruction-root fence. Full local typecheck/build and current-head
hosted CI verify the final stack. All 13 focused real-root regressions
pass. The full local executor suite passed 662 tests; 15 database tests
could not start the Mac embedded PostgreSQL service. Hosted Linux CI
passes the full required verification and E2E checks. These fresh
results keep their own source identity; profile-19 results remain
historical.

| Core path | Canonical campaign | Retained archive SHA-256 |
| --- | --- | --- |
| File edit, validation, download and Done |
`pi-core22-replyfix-0-1791511228` | 23 files;
`a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` |
| Pending question and controller restart |
`pi-core22-replyfix-1-1791511376` | 33 files;
`6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` |
| Three-turn session/process/workspace continuity |
`pi-core22-replyfix-2-1791511587` | 23 files;
`7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` |
| Four typed questions and browser reconnects |
`pi-core22-replyfix-3-1791511881` | 42 files;
`9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` |
| Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22
files;
`a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` |
| Same-turn steering and permission denial |
`pi-core22-replyfix-5-1791512261` | 39 files;
`c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` |
| Stop during pending permission | `pi-core22-replyfix-6-1791512390` |
33 files;
`7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` |

All 215 canonical files (28714587 bytes) are independently
hash-verified. All seven cleanup grades pass, with no owned runtime
process or temporary root after each case. Automatic retries are zero.
The owned cloud host stopped normally after retention. The prior
profile-22 warm attempt remains failed and separately retained: archive
SHA-256
`1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its
original canonical classification is preserved. Diagnosis reproduced a
product bug comparing an agent-files root against an unset
checkpoint-only field. The fix stores the admitted physical root
separately from the adopted per-run collection capability. The real-root
regression fails before the fix and passes afterward, including
rejection of a changed physical root. Fixture, grader, model and all
seven accepted case IDs are unchanged; this fresh campaign tests
final-reply publication after file registration first. The intermediate
restart attempt also remains failed and retained: archive SHA-256
`5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its
original canonical classification is preserved. Pi resumed, wrote the
verified answer and completed its task; exact runner suspension was
proven, but idle stop consumed about 5.2s and left under 3s for the
drain acknowledgement. The Pi-only default shutdown grace is now 15s,
preserving a full 5s drain round trip and a finite suspension reserve.
Explicit caller deadlines, other provider defaults, literal drain
receipts and exact suspension identity checks remain unchanged. The
timing regression fails before this correction and passes afterward; all
18 focused settlement tests and Runner typecheck pass. The final-source
file attempt is also preserved as failed (`candidate_failure`), archive
SHA-256
`db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`.
Native edit, validation, exact downloadable artifact and Done/succeeded
all passed, and the exact final reply was durably recorded. A workspace
recovery owner completed before the live heartbeat reached presentation,
leaving that reply absent from task chat. Recovery now materializes only
a completed final reply from the accepted turn of an ordinary internal
Done task, preserving issue/run/contract binding, suppression,
external-chat authorization and same-run deduplication. The database
regression covers the generated file-preparation receipt, suppression,
unapproved external continuation and replay. Server typecheck and all 49
response-selection tests pass; hosted Linux verifies the database
regression because embedded PostgreSQL cannot start on this Mac.

The delayed-final-answer database regression passes on [the final
root-source Linux server
shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152),
alongside 1,108 passing tests. The first root Runner shard had one
unchanged durable-resume test exceed its 5-second timeout; the identical
top-source shard and the isolated exact test passed. One rerun of that
failed job and its required aggregate passed without source or test
changes. The original failed job log and the single-rerun receipt remain
retained.

### October 9 merge verification

Current merge head: `18744bf27490d6f064f9d5bac2c2af202c590a99`. All
current-head checks pass, including `ci / verify` and `ci / e2e`;
exact-head Greptile review is 5/5 with no unresolved threads. Current
master conflicts are resolved. The user authorized the maintainer
override of the code-owner review gate after these checks. The seven
retained live core cases remain bound to source
`3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image.

## Risks

- The security correction changes the dependency closure and profile
identity. Old sessions must reopen on the new profile. Exact identities
and credential bindings fail closed.
- The runner remains experimental and requires explicit selection.
Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E
model is a fixture.
- Accounting and the broad platform/provider matrix remain deferred.
This merge does not publish a release or deploy a service.

## Model Used

OpenAI GPT-6 through Codex assisted with reasoning, repository
inspection, editing and tool use. The exact serving ID and context
window are not exposed in this session. Final live qualification uses Pi
1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed
low thinking.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-09 10:19:13 -05:00
DottaandPaperclip 835a022936 perf(server): wake delivery queues from transaction-aware work signals (#15625)
## Thinking Path

> - Paperclip manages AI-agent work and its delivery to users and
agents.
> - Five delivery queues scan the database even when empty.
> - Each queue already has durable rows; empty polling wastes idle
hosting capacity.
> - Producers can register intent inside their existing database
transaction.
> - Central transaction tracking can wake consumers after the outer
commit without extra caller wrappers.
> - A lost response needs reconciliation against PostgreSQL before an
empty queue is safe to leave idle.
> - This change uses one scheduler for outstanding work and lets
settled, empty queues go quiet.

## Linked Issues or Issue Description

Supersedes the closed #15614. Related idle-safety work: #15522 and
#15599.

**What existing behavior does this improve?**

Delivery scheduling for feedback exports, chat completions, connection
continuations, question answers, and tool-action receipts.

**Current behavior**

Feedback scans every five seconds. Four delivery queues scan on the
heartbeat interval, normally 30 seconds. Startup and some event paths
also scan them.

**Proposed behavior**

Each producer awaits one intent registration before its queue write. The
existing `createDb` transaction boundary tracks nested savepoints and
wakes the consumer after outer settlement. Startup scans restore durable
work. Pending rows, failures, and unresolved transactions retain retry
deadlines. Empty, settled queues have no timer or recurring scan.

**Reason and benefit**

Normal delivery starts after commit. Central tracking removes
caller-specific post-commit plumbing. PostgreSQL transaction status
resolves lost responses without new tables or a permanent uncertainty
latch.

**Breaking changes**

No API or schema changes. The notification scope is one DB owner and its
dedicated child pools. Direct SQL, separate roots, and other processes
require an explicit wake/recovery integration. This path requires
PostgreSQL 14+ transaction-information functions; embedded PostgreSQL
uses 18.

## What Changed

- Add one named-deadline scheduler and app-owned coordinator for five
existing queues.
- Instrument `createDb().transaction()` centrally, including nested
savepoints. Dedicated child connections share their owner's signal
scope.
- Register work before the five queue insert paths. The first
registration obtains the outer XID; unrelated transactions issue no
extra SQL. Tool receipt insertion gains a small transaction around its
existing insert.
- Query `pg_xact_status` only for rejected, tracked transactions. Probe
before scanning the queue. Retain the idle hold while PostgreSQL still
reports an in-progress transaction or the probe fails. Release it after
settlement and reconciliation.
- Remove unconditional delivery recovery scans and caller-specific
completion post-commit actions. Retain the existing task-scoped
completion activity fast path and durable claims.
- Coalesce wakes without postponing an earlier deadline. Retry
outstanding rows and failures; suppress dispatch during idle drain while
allowing transaction and queue reconciliation; suppress both during warm
standby. Cancel deadlines and await active delivery sweeps on shutdown.
- Serialize feedback flushes. Vote routes return after saving. Uploads
have a 30-second deadline and shutdown cancellation; unfinished exports
remain recoverable.
- Document the writer contract and update the dated sleep inventory.

## Verification

- Final head: `a4609956841107ad60c4cb50fe2acb05636b1363`.
- Passed: all final-head hosted checks, with 54 successes and two
intentional skips. The full test matrix, typecheck, build, canary, and
aggregate verification passed in [run
37940948440](https://github.com/paperclipai/paperclip/actions/runs/37940948440).
- Passed: Greptile 5/5 on the same head, with a successful check run and
zero unresolved review threads. The branch is mergeable.
- Passed locally after the final rebase: 50 coordinator, scheduler, and
startup tests; server typecheck; server build.
- Passed locally before the final import-only rebase: repo-wide
typecheck and build; 237 PostgreSQL producer/delivery and database
signal tests; feedback, native-question, and idle-safety regression
tests.
- Real PostgreSQL tests hold transactions open after an injected client
response loss, then commit or abort. They verify that an empty scan
cannot clear an in-progress transaction. Another test terminates a real
backend and verifies recovery without replay.
- Coordinator tests cover an hour with no empty-queue timers,
pending/error retries, worker replacement, concurrent writes,
earliest-deadline preservation, rollback during idle drain, committed
work during drain, standby, and shutdown.
- Local `pnpm test:run` was started and stopped after embedded
PostgreSQL startup failures appeared. It did not finish and is not
reported as a pass. Later local database reruns had skipped suites;
those skips are not claimed as verification. The earlier PostgreSQL
tests did execute and pass, and the final hosted full matrix passed.

## Risks

- One XID query is added per transaction that registers delivery work.
Nested transactions share that ID. Registration must be awaited before
writing; new enqueue paths must follow this contract.
- Work signals are local to a DB owner and its dedicated child pools.
Independent roots, direct SQL, or other processes are not observed.
Startup scans recover already committed rows, but do not fence late
transactions from a previous process. Cross-process ownership and
database failover require separate work.
- A database outage or genuinely unresolved transaction keeps an idle
hold until status can be reconciled. No timer clears uncertainty by
assumption.
- These changes remove five empty polling loops. They do not implement
whole-instance sleep, database teardown, or an external waker. The
earliest deadline covers only the registered queues.
- Waiting tool reviews retain their existing retry cadence until their
receipts can be delivered.
- Feedback vote responses no longer wait for the remote upload. Sharing
consent and the saved vote response are unchanged.
- Real hosting-provider sleep and cost savings have not been measured.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code
editing, and command execution. The runtime did not expose the exact
model revision or context window.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 10:01:26 -05:00
Devin FoleyandPaperclip 9b624a110e fix: checkpoint database backups before idle sleep (#15629)
## Thinking Path

> - Paperclip coordinates agent work and preserves company state.
> - Hosted instances can stop compute when admission and all work
sources are quiet.
> - The periodic database backup timer currently blocks every automatic
sleep.
> - Disabling backups would remove recovery points.
> - This change offers an explicit final-backup checkpoint before sleep.
> - A verified archive and restart marker preserve recovery while
compute is stopped.

## Linked Issues or Issue Description

**What happened?**

An otherwise idle instance with automatic backups enabled always reports
background work. Operators cannot reclaim idle compute without disabling
those backups. The work inventory also queries the database before
checking known local blockers.

**Expected behavior**

An operator can enable checkpoint mode. The server may authorize sleep
only after all other work is quiet and a fresh backup is verified under
the same owned hold. Backups resume on restart with the existing
retention policy.

**Steps to reproduce**

Acquire a bounded idle drain on an instance with no application work and
automatic backups enabled. Read its owned idle safety report. It reports
present even when all other work is clear. With this change and
`PAPERCLIP_DB_BACKUP_IDLE_CHECKPOINT_ENABLED=1`, a successful final
backup can permit sleep; backup failures still refuse it.

**Paperclip version or commit**

Reproduced from master at 4265cb3a2b.

**Deployment mode**

Hosted single-process instances with persistent backup storage and
serialized sleep/wake operations.

Searched open backup and sleep PRs and issues. Related: #15522 and
#15599 establish owned idle holds and plugin drains. #15358 proposes
general backup health/retention validation; this change verifies only
opted-in sleep checkpoints and their restart catch-up.

## What Changed

- Add an off-by-default checkpoint flag. Keep automatic backups enabled.
- Reject known local blockers before database work.
- Finish a new backup during each owned safety check, including final
revalidation.
- Verify the complete gzip archive and sync its file and directory
before pruning older recovery points.
- Use unique checkpoint filenames so repeated checks cannot replace an
earlier verified archive.
- Keep backup work counted through dump, validation and persistence.
Changed owners, expired holds, concurrent work and errors refuse sleep.
- Persist a restart marker before the dump. Attempt a fresh backup on
restart before idle eligibility, then resume the normal timer. Only a
verified fresh backup clears the marker.
- Restrict managed checkpoint reads to verified Cloud control actors.
Tenant instance-admin elevation does not grant backup authority.
- Keep archive verification outside engine fallback so failures retain
their original cause.
- Document that recurring duplicate archives pause while asleep. The
final checkpoint and historical archives remain on persistent storage;
retention does not prune while asleep.

## Verification

- Focused idle, spool, backup and route checks: 137 tests passed,
including restoration into a separate PostgreSQL database.
- Backup library and checkpoint tests: 15 passed, including rejection
before historical backups can be pruned.
- `pnpm -r typecheck` and `pnpm build` passed. Follow-up server
typecheck and database build cover the verification callback.
- Review follow-up: 51 backup/restore/startup tests, 122 route/safety
tests, 32 signed-control tests, and server typecheck passed. Startup
cases exercise both flag states and retry after failure. The final
test-cleanup adjustment passes all 35 startup tests.
- The full local run hit four ancestor-directory skill-fixture failures
and one tool-route failure. All five passed from an isolated checkout at
949210 (3 targeted chat/tool checks and the complete 39-test email
suite). The redundant local run was stopped after final-head hosted CI
passed. No full local pass is claimed.
- Added-line secret/private-reference review and `git diff --check`
passed.
- [Final-head hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/37853380365)
passed, including typecheck, build, all general and serialized test
shards, all eight E2E shards and the canary dry run. Apex is 5/5 on
5b1de388ef, with no new findings and all review threads resolved. The
branch is conflict-free. Live staging activation awaits merge and a
canonical image; no production configuration or deployment changed.

## Risks

- The flag defaults off. This is for a single process whose host
controls every writer and preserves its backup volume across sleep.
Independent database writers require a different backup owner.
- Safety reads perform a backup only after a valid owned drain and all
other checks pass. Slow backups can outlive the caller timeout; they
remain counted until their work settles and cannot authorize sleep after
hold expiry.
- Initial and final reads each take a fresh backup. Hosts must allow
sufficient request time while retaining shutdown headroom.
- Retention settings are unchanged. Sleeping instances stop producing
duplicate hourly archives and retain their last checkpoint. Filesystem
data, encryption keys and off-provider disaster recovery remain separate
responsibilities.
- No schema migration. Disable the checkpoint flag to restore the
blanket backup blocker; automatic backups and an existing restart marker
remain active.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code editing
and command execution. The runtime did not expose an exact model
revision or context-window size.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the bug report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
identifier
- [x] Focused and isolated local checks pass; final-head hosted CI is
green (local full-run limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 15:58:55 -07:00
DottaandPaperclip 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -05:00
DottaandPaperclip d66acb7ac1 feat: automate Slack bot app setup and installation (#15413)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors give each agent a customer-owned bot and task-backed
conversations.
> - Manual Slack setup requires app creation and copying durable
credentials.
> - Operators need a shorter setup that an assisting agent can use
safely.
> - This pull request creates the app through Slack's Manifest API and
installs it through OAuth.
> - Durable registration state supports recovery without creating
another app.
> - A four-screen wizard, automatic avatar upload, and OAuth account
linking reduce setup work.
> - Connector settings and per-turn tool guidance support daily use
after installation.

## Linked Issues or Issue Description

**Subsystem affected**

Native Slack bot setup, company secret storage, chat connector
management, and agent tool guidance.

**Problem or motivation**

New Slack bots require manual app creation and copying a signing secret
and bot token. Interrupted setup can create duplicate apps. The setup
and management screens contain unnecessary controls. Agents also need
guidance for native questions, files, thread replies, and governed Slack
actions.

**Proposed solution**

Use a temporary app-configuration access token to create a
customer-owned app. Save durable secrets in the vault. Bind OAuth to the
initiating actor, company, endpoint, registration revision, scopes, and
configured origins. Preserve manual and existing-app recovery. Link the
installing user's account, send a welcome DM, and advance from saved
server evidence. Keep request-URL recovery instructions available if
automatic connection detection waits.

**Alternatives considered**

The Slack CLI adds installation requirements. Socket Mode changes
transport. A shared Paperclip-owned app changes app ownership. These
alternatives are outside this change.

**Roadmap alignment**

This extends existing chat connectors and secrets capabilities. Related
public work: #14037 and #13954 cover Slack MCP prerequisites and user
OAuth. No duplicate bot-registration PR was found.

## What Changed

- Share one reviewed manifest builder between automatic registration and
manual setup.
- Add replay-safe migration 0318 and company-bound registration state
with vault references and uncertain-creation recovery.
- Add registration, installation, callback, and resume APIs with
short-lived, single-use OAuth state.
- Save installation credentials before downstream checks and preserve
bot identity constraints.
- Reduce automatic setup to four screens. Keep advanced app details,
manual recovery, and existing-app setup.
- Upload the agent avatar with the Paperclip dark background. Link the
OAuth installer's account and send setup DMs.
- Show agent and connector-owner avatars. Simplify settings, access, and
conversation screens.
- Discover joined Slack channels and enable them by default. Start a
task from a bare mention and admit same-thread follow-ups.
- Refresh Slack tool guidance each turn. Add native-form, file,
approval, and delivery regressions plus manual model probe definitions
and sanitized acceptance records.
- Update deployment/database docs, OpenAPI, redaction, removal cleanup,
production Storybook stories, and provider browser tests.
- Merge current master and move the registration migration after its
latest migration without rewriting published commits.

The completed Slack success view intentionally has a single centered
**Done** action and no **Save & exit**, as explicitly requested by the
product owner. `DESIGN.md` records this exception; unfinished setup
steps retain the aligned wizard footer.

## Verification

- Passed after the master merge: repository typecheck, full build,
Storybook build, design-token gates, module-boundary gates, and
migration generation.
- Passed: all 352 focused Slack deterministic tests and all 14 affected
provider browser tests. Browser tests use controlled provider fixtures
and a separate throwaway instance.
- Passed on current head `c5d01e0e2`: the complete GitHub test matrix
(general server, chat, all workspaces, serialized server, and Runner),
all eight browser shards, typecheck/release registry, build, canary dry
run, security checks, and policy gates. There are 52 passing checks and
no pending or failing checks.
- Greptile completed on the exact current head with 5/5 and no
actionable findings or open review threads.
- Local repair verification passed 93 focused tests, including same-app
reinstall after revocation and rejection of consent started before
revocation, the AgentMail browser journey, and repository typecheck.
Local build and Storybook build also passed. The redundant local
full-suite rerun was stopped after the complete current-head CI matrix
passed.
- Real Slack setup and agent replies were exercised in the authorized
isolated test drive during the setup iteration.
- The ten additional model probes were attempted with legacy
`codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were
partly verified. Native runtime is not qualified. See
`server/src/services/connectors/slack/evals/2026-10-08-acceptance.md`
for evidence and limits.
- Passing model probes cover native forms, downloaded file bytes, bare
mentions with thread replies, explicit posts/reactions, and saved
approval denial.
- The controlled uncertain-write probe found wrong delivery-check IDs.
The canvas fallback attempt used an invented tool name. Search
pagination/native search, a private-source denied-tool receipt, and
distinct board/webhook origins remain unqualified.

Reviewer path: enable Chat connectors, start Slack chat setup, select an
agent, enter an app-configuration access token, and approve Slack
installation. Send a message to the bot and confirm that setup advances
to success. Inspect settings and allowed channels. See
`doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery.

## Risks

- Slack app creation has no provider idempotency guarantee. A timeout
after dispatch stays uncertain until the operator checks Slack.
- OAuth needs a stable public HTTPS board origin. Webhook ingress may
use a separate configured HTTPS origin. Workspace policy can delay
installation.
- Migration 0318 can replay safely on instances that applied the earlier
development migration.
- OAuth installation now links the installer to the initiating Paperclip
user. Identity checks and company access rules still apply.
- Joined channels now enable bot responses by default. Linked-user
authorization and per-action approval rules still apply.
- Model behavior has the documented delivery-check and canvas fallback
failures. A passing CI run does not establish that every model probe
passed.
- Removing the connection does not delete the customer's Slack app. No
new first-party telemetry is added.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose a more
specific authoring model ID or context-window size. The live bot probes
used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 06:33:31 -05:00
DottaandPaperclip dd777f4b73 feat(dot): complete onboarding and expand governed Runner capabilities (#15414)
## Thinking Path

> - Paperclip manages AI agents, their work, and their permissions.
> - Paperclip Runner supplies the same admitted tool authority to each
provider.
> - The Dot provider in #15402 needs reliable onboarding and useful
agent capabilities.
> - An idle Dot could not start work, assign a human, read skills, or
produce a workspace artifact.
> - Pairing also relied on a second configuration save before ordinary
admission could work.
> - This pull request adds governed idle admission and shared Runner
tools, and completes pairing atomically.
> - Operators can test Dot with fresh data while keeping normal company,
approval, budget, and run ownership checks.

## Linked Issues or Issue Description

**Subsystem affected**

Paperclip Runner, dedicated Dot MCP access, OAuth onboarding,
experimental settings, and empty worktree startup. This PR builds on
merged provider PR #15402. It reuses the merged MCP gateway from #14846
and assistant connection work from #14933 and #15380.

**Problem or motivation**

An idle Dot could see assignments but could not act on a conversation
request until someone created a task first. Its Runner catalog could not
assign tasks to humans or read pinned skills and workspace files.
First-time OAuth discovery and pairing also needed browser fixes, and a
completed pairing did not persist its binding reference on the agent.

**Proposed solution**

Keep Dot within the existing Runner. Admit a visible agent-authored
intake task for idle requests. Add people, human assignment, cross-task,
skill, and optional sandbox workspace tools through shared authority.
Relay assigned app calls through the configured MCP gateway. Add lease
renewal and follow-up references. Save pairing and its configuration
revision atomically. Show prerequisites and provide a complete copy
prompt.

**Roadmap alignment**

This extends the experimental provider in #15402. It uses the existing
governed gateway, task model, skills, artifact path, and native Runner.
It adds no separate execution subsystem.

## What Changed

- Add a standalone OpenAI Dot agent choice with an independent
experimental opt-in. It works with the general Runner option off.
Require Assistant connections (MCP), authenticated sign-in, and public
HTTPS for pairing.
- Use Dot’s own option for company package import. Allow an unpaired Dot
configuration to save after external billing acknowledgement; task
admission still requires pairing. Prepare the shared dev binary for
Dot-only opt-in.
- Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in
setup and runtime configuration.
- Route Dot creation directly to pairing after explicit external billing
acknowledgement. Hide local CLI, model, and harness setup for Dot.
Preserve the shared Runner implementation and canonical API type. Other
Runner providers still require their general opt-in.
- Add an empty worktree option with fresh signing keys and no production
data copy.
- Fix public-client OAuth negotiation, discovery compatibility, and
optional separate browser authorization origin.
- Add one-use pairing consent preview, clear copied setup instructions,
and atomic binding persistence and cleanup.
- Add idle request admission with stable request IDs and normal
scheduling, permissions, budgets, and task ownership.
- Add identity and people discovery, human task assignment and
reassignment, and authorized cross-task comments and documents.
- Read assigned skill files from pinned manifests. Relay assigned app
calls through the merged gateway without exposing credentials.
- Add an off-by-default workspace bridge. Constrain paths and writes.
Run commands in a deny-by-default OS sandbox with no network or injected
credentials. Reserve mutations before effects and never blindly repeat
uncertain work.
- Add rolling lease renewal, task pagination, bounded operation limits,
and deduplicated follow-up references without comment bodies in
webhooks.
- Add an off-by-default attachment reading setting. Restrict reads to
files on the current assigned task. Verify size and hash, cache bounded
verified copies per run, paginate text or binary bytes, and recheck live
authority before returning.
- Keep file grants operator-owned. Reject agent self-grants across
configuration routes. Preserve attachment consent in create/import
forms. Close generic API file bypasses while retaining current-run
response snapshots and permitted uploads.
- Keep provider limits explicit. Do not inherit a Dot binding,
attachment permission, or workspace permission when hiring another
agent.
- Include the required Markdown format in cross-task document writes and
validate the API title limit. Verify real creation and revision
persistence.
- Restrict command execution to Linux bubblewrap with descendant
containment. macOS retains workspace file tools and artifact publishing,
while refusing command calls. Explain the platform limit in setup.
- Exclude Paperclip instance state from workspace files, uploads,
artifact publication, and sandbox commands. Protect nested directories
and case variants. Fail closed when the directory protection scan
exceeds 4,096 directories.
- Add static UI compression for slow public tunnels. Document setup, the
complete tool inventory, and qualification limits.

## Verification

- Merge preparation on `00ca2c75b` integrates merged base #15402 and
master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up
source tree. The subsequent security fix excludes instance state from
file tools, uploads, artifact publication, and sandbox commands. It
preserves private task authorization and task monitors. It regenerates
the combined tool catalog, seeded catalog digest, and protocol manifest.
Workspace typecheck, full build, and UI token gates pass. All sixteen
real Dot broker cases and 93 company import cases pass after the review
fixes and creator-attribution test correction. The exported
human-assignment catalog and Unicode page boundaries are also fixed. All
ten catalog tests and nine workspace/skill bridge tests pass. All 35
workspace bridge and authority tests passed after the instance-state
fix, including real macOS commands in that intermediate version. The
subsequent document and descendant-containment fixes pass 44 focused
tests across bridge, authority, and setup UI, with six Linux command
cases skipped on macOS. Real cross-task documents pass the route
validator and persist two revisions. macOS refuses command execution and
does not advertise the tool. Full workspace typecheck and build, changed
server/UI typechecks, and token gates pass again on the final commit.
Greptile rates final head 00ca2c75b 5/5 and its completed check
concludes success; all review threads are resolved. All 58 current-head
checks are complete: 54 passed and 4 intentionally skipped. This
includes full tests, typecheck, build, Runner, browser E2E, release
verification, and Canary Dry Run. The older full local root attempt
finished with 16,602 passes, 93 skips, and ten failures across two
suites: it began before source edits and retained earlier imported
implementations while loading later tests. Both suites pass a clean
final-head rerun (25 passed, six Linux-only command cases skipped on
macOS). This mixed-source full attempt is not a final-head full-suite
pass; use the fresh CI evidence below.
- Full workspace typecheck and build pass for the standalone Dot change
on head `392d54f80`. UI token gates are clean. The full workspace
typecheck passed before the final importer UI edit; the changed UI
typecheck, build, and token gates pass again on the final commit. The
server build passes for its unchanged final source.
- Standalone selection, creation, settings, harness visibility,
inventory, and runtime admission checks pass. OAuth onboarding and the
real Rust/PostgreSQL broker suite pass 27 cases with the general Runner
option disabled. Dot and MCP revocation still block pairing; other
Runner providers remain disabled. Create, hire, conversion, and
inherited-hire route regressions pass 68 cases. The runtime selection
suite passes 20 cases. The setup UI suite passes 50 cases. Company
import and dev binary checks pass 97 cases. Import UI checks pass 29
cases, including Dot-only selection, preservation of imported Dot
agents, generic Runner fallback, canonical configuration serialization,
and required billing acknowledgement. A read of the synthetic instance
reports the native binary required with Dot enabled, the general rollout
disabled, and no persisted native work.
- The latest attachment, operator-consent, generic API file-guard, and
bridge checks pass 80 tests. Cache and native lifecycle checks pass 550
tests; create/import builders pass 45 tests; attachment setup UI checks
pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15
cases.
- Earlier authority, human assignment, pinned skill, confinement,
cancellation, inheritance, onboarding, replay, OpenAPI, and gateway
regressions pass their focused rechecks. Workspace writes reject
concurrent stale hashes.
- In the live empty test-drive, turn the general Runner option off and
leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice.
Create rejects missing billing acknowledgement, saves the canonical Dot
configuration, and opens pairing. The existing paired Dot remains ready
and passes its prerequisite checks. No new plugin pairing was needed for
this UI change. The final browser import preview keeps a Dot source
agent as OpenAI Dot, falls back a generic Runner agent while its switch
is off, and offers Dot independently.
- Real Dot completed OAuth, signed MCP Events readiness, and an
event-only assigned document task in an empty synthetic instance.
Pairing saved its binding without a second configuration save.
- Real Dot verified human assignment, cross-task comments and documents,
pinned skill reading, sandbox commands, lease renewal, follow-up input,
and a downloaded artifact whose bytes and hash matched its receipt. An
idle conversation request created an intake, created a task for its
human owner, continued after a definite missing-file read error, and
finalized Done with exit code 0.
- After operator approval, real Dot read a synthetic assigned-task
attachment and wrote its file-only random proof into an agent-authored
document. Its first test required accepting review because the existing
document tool removed the final newline.
- On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment
in two pages, used `expectedSha256` on page two, saved exactly its final
random marker, verified readback, and finalized Done with exit code 0. A
direct inbox check was required for this attachment qualification; it
does not claim event-only delivery.
- Previous head `392d54f80` passes all 55 checks (53 passed, two
intentionally skipped), including the full test, typecheck, build,
native Runner, browser, and release verification gates. Greptile rates
this head 5/5; all review threads are resolved.
- Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally
skipped. This includes full typecheck, build, native Runner, server
tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged
Cursor managed-runtime test exceeded its five-second deadline on the
first attempt; its focused local suite passed all eight cases, and the
single CI rerun plus dependent verify gate passed.
- A prior full local serial test attempt reported 19 failures (16,141
passed, 88 skipped) and stopped before later wrapper groups. It began
before the final source edits. Every failed suite has a passing fresh
recheck; the macOS snapshot stress case passes alone in 227 seconds. The
previous head `000fb9261` passed all 56 CI checks. PRs leave
`pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency
resolution.

## Risks

- Dot remains off by default. Its own opt-in does not enable other
Runner providers. It still requires the MCP option; disabling Dot blocks
new work while keeping existing recovery and saved bindings.
- Dot requires a stable public HTTPS origin. Its base provider in #15402
is merged. Temporary tunnels are useful for testing but are not
permanent deployments.
- Idle intake creates a visible agent-authored task. It does not
fabricate a human message or bypass ordinary admission.
- Workspace commands require Linux bubblewrap with a private PID
namespace; deployment qualification is still needed. macOS file tools
and artifact publishing remain available, but commands are disabled
because sandbox-exec does not contain detached descendants. There is no
unrestricted fallback. Command protection fails closed above 4,096
workspace directories. The historical macOS command walkthrough does not
qualify the current Linux implementation.
- Provider model choice, token usage, cost, native thread control, and
global external stopping remain unavailable. Known Paperclip budget
gates still apply.
- The workspace bridge and attachment reader are separate opt-in
settings. Reading assigned task files sends their contents to OpenAI.
Revocation prevents future reads but cannot withdraw bytes already sent.
Files are read on request; automatic inbound attachment staging remains
disabled.
- An existing event registration can retain earlier instructions that
prohibit extra tasks. Dot asked for permission before a second intake
after the final event-only bootstrap; that extra no-nudge continuation
is not live-qualified under that earlier registration. The later
attachment qualification submitted normally through the composer. The
revised onboarding prompt describes the new idle entry point, and its
protocol polling path is tested.
- OpenAI event delivery can be delayed; a webhook acknowledgement is not
proof that Dot has begun work.
- A running Dot can retain an old plugin catalog after tool refresh.
Refresh and actual tool exposure must be checked before using new
top-level actions.
- Hosted and remote controller modes are not qualified.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, test inspection, and browser
control.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites and all
fresh failure rechecks pass; the earlier full attempt is disclosed
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:44:17 -05:00
DottaandPaperclip fc6304dfe5 feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402)
## Thinking Path

> - Paperclip manages AI agents, tasks, permissions, and execution
budgets.
> - Paperclip Runner gives each provider the same admitted task and tool
authority.
> - OpenAI Dot runs outside the local process tree and needs
asynchronous work delivery.
> - The merged MCP gateway supplies OAuth consent and signed event
delivery.
> - A personal assistant grant cannot safely stand in for an assigned
agent.
> - This pull request adds a separate Dot agent connection and a durable
Rust Runner bridge.
> - The operator can assign work to Dot and inspect its accepted work,
tool receipts, and result.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, as an experimental provider of the existing Paperclip Runner
adapter.

**Why this adapter is useful**

An operator can assign normal Paperclip tasks to an existing Dot. Dot
can read its mailbox, request work on an assigned task, use admitted
task tools, and submit a result. Paperclip keeps company scope,
checkout, approvals, known budget limits, and activity attribution.

**How the agent is invoked**

A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one
agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the
assignment. The Rust Runner owns the durable turn and operation
receipts. The first release supports self-hosted instances with a local
Runner controller.

**Additional context**

This extends the merged public MCP gateway from #14846 and the assistant
invitation and device-consent work from #14933. This also integrates the
merged assistant tool and configuration expansion in #15380. Dot retains
its dedicated agent resource and cannot receive personal configuration
permission. The public assistant connection remains a personal
connection.

## What Changed

- Add a durable Rust Dot provider and its TypeScript Runner driver.
- Add closed PRP v3 external-provider operations and native execution
input v6.
- Add company-scoped pairing, mailbox, assignment, and operation
records.
- Reuse merged browser/device consent, client metadata verification,
webhook admissions, refresh, secret rotation, and warm-standby gates.
- Keep Dot scopes, issuer, grants, event workers, and tool access
separate from personal assistant access.
- Add Dot configuration, pairing, readiness, and consent UI. Keep agent
grants out of the personal Connections entry.
- Regenerate the Dot-only migration after master. Preserve published
gateway migrations. Make the new migration safe to reapply.
- Document setup, recovery, accounting limits, evidence, and remaining
account qualification.
- Reverify reconnect callbacks and wake outstanding work with a fresh
mailbox reference; preserve the existing assignment and operation
receipts.
- Clean up Dot bindings and waiting runs on OAuth revoke and
refresh-token replay. Old grants cannot revoke replacement bindings.
- Restore the pairing reference when an unsaved agent form is reopened;
document board-only pairing routes in OpenAPI.
- Accept a clean Rust exit after the acknowledged shutdown receipt.
Unexpected exits still require recovery.
- Clear the cached binding after a successful revoke so a failed
connection refresh cannot restore it.
- Add production-component Storybook states and screenshots for pairing
and connection review. All preview account data is synthetic.
- Persist normalized completion, serialize Dot turns and durable work
admission, and poll subscription readiness.
- Serialize mailbox writes and cursor reads; retain paused fence
acknowledgement without task authority.
- Authorize admitted review runs without changing the worker assignee.
Include the fenced assignment ID in production stop notices.

## Verification

- This PR integrates master `4a8178e9c`. Dot migration
`0317_messy_famine.sql` follows the published history and is safe to
reapply. The merge preserves the reserved migration connection,
batch-commit handling, private task checks, task monitors, and native
accounting.
- Local workspace typecheck, full build, and UI token gates pass. The
server typecheck passes after the review fixes. Database and native
executor regressions pass.
- All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot
driver tests pass. The tests cover native document writing and
finalization, durable replay, queue admission, mailbox ordering,
admitted reviews, stale authority, production stop references, and
paused acknowledgements.
- Current head `d0e7e0626` passes all 57 checks: 53 pass and four are
intentionally skipped. This includes full typecheck, build, tests, Rust
Runner verification, browser E2E, release verification, and Canary Dry
Run. Greptile rates this exact head 5/5. All review threads are
resolved.
- The full local root test run is slower than the sharded CI run and has
not completed. The full CI test gates pass on the current commit.
Focused local regressions pass.
- Real-account pairing and event delivery on this base commit remain
unqualified. Live account and setup proof are recorded in the follow-up
#15414.

The following screenshots use synthetic preview data. They show the
production pairing component and do not qualify a real account or the
full agent setup journey.

![Synthetic pairing
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/pairing.jpg?raw=true)

![Synthetic connected
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/connected.jpg?raw=true)

## Risks

- This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP
and Paperclip Runner. The separate experimental-settings follow-up in
#15414 replaces this environment flag with saved operator settings.
- Dot does not expose provider token usage or cost. The operator must
acknowledge external billing. Known Paperclip budget gates still apply.
- Cancellation fences Paperclip authority. It does not confirm that Dot
stopped all external activity.
- Assigned skill files and third-party MCP bindings are unsupported and
reject admission. There is no mounted workspace, model selector, or
provider thread identifier.
- Hosted agent-broker and remote controller deployments are not
qualified.
- The new migration follows the merged master history. Existing
prototype databases still need the normal master migration history
before this Dot-only migration.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, and test inspection.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #123` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:11:50 -05:00
DottaandPaperclip a7a244ab33 feat: add company decision models with permission and cost controls (#15473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Optional product features need small, typed model decisions.
> - Each company needs to choose which shared API connection pays for
those decisions.
> - Calls must retain user and task permissions, budget limits, and cost
attribution.
> - This pull request adds a managed decision service, setup UI, and
request history.
> - Features can check availability cheaply and keep their existing
behavior when decisions are unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Server services, shared contracts, database accounting, Company
Settings, and Costs.

**Problem or motivation**

Paperclip has no common decision-model service. Adding provider calls
within each feature would duplicate credential access, permission
checks, and billing rules.

**Proposed solution**

Let a connection manager configure one company decision model. Support
OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test
and metadata-only history. Default company-sponsored background
decisions to on during setup, and preserve a saved off setting.

**Alternatives considered**

Per-feature credentials would duplicate existing connection management.
Personal overrides and provider fallback chains add permission and
billing complexity; they remain deferred.

**Roadmap alignment**

Reviewed ROADMAP.md and searched open PRs. This extends existing
connection access and budget accounting. Product features that call the
service remain outside this change. No matching decision-model service
PR was found.

## What Changed

- Add company settings, an internal `decisionModelService`, local
availability checks, and trusted human, agent/run, and system contexts.
- Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and
ordered-score decisions for both providers. Bound requests and time;
disable paid retries.
- Add durable invocation metadata and agentless decision ledger charges.
Preserve fractional cents, pricing evidence, dispatch identity, and
unresolved billing holds.
- Share the company accounting lock and apply company, agent, and
project budgets. Settle charges once, retain unknown holds, and recover
interrupted calls without resubmission.
- Reuse connection setup and management UI. Add a Decisions view under
Costs, production-component Storybook coverage, database migration, and
service documentation.

## Verification

- Passed 166 current-code tests covering the decision service/provider,
setup component, Costs, OpenAPI, and every failure from the earlier
broad run. Coverage includes native SDK wire formats, refusals, billed
malformed responses, permission and secret-rotation races, identity
changes, concurrent budget admission, unresolved holds, agent/task
deletion, and stale setup feedback.
- Passed 170 existing connection, cost, budget, heartbeat-accounting,
and profile regression tests.
- Passed repository typecheck, production build, and design token gates
after integrating master. Verified the generated migration on a fresh
test database and upgraded the populated preview database from the
branch's earlier migration without losing settings or usage.
- Ran the required full `pnpm test:run`: its general phase completed
with 16,354 passed and 10 failures across five files while this branch
was still being updated. Every reported failure passes in the
current-code rerun; the serialized phase did not run after that failure.
The full GitHub CI suite passed on `b1b856a88`: general and serialized
tests, browser shards, runner checks, typecheck, production build,
packaging/canary, and policy gates. [CI
evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360).
- Passed the full-shell Storybook setup-to-history interaction test
again after integrating master. Greptile rates the final revision 5/5
with zero unresolved threads.
- Walked through the running app: empty setup, add each provider, save,
reload, run all three sample questions, inspect fractional charges in
history, switch provider while sponsorship is off, disable, and
reconnect. Checked mobile settings. These tests used the actual UI,
vault, server, SDKs, and database with simulated upstream responses.
- Live paid setup tests remain unverified: this environment has no
authorized OpenAI/OpenRouter credentials available. No mocked test is
presented as live provider evidence.

Reviewer journey: Company Settings → General → Decision model.
Add/select a shared API connection, save, run the billed sample, open
View usage, then disable decisions and verify Run test is disabled after
reload.

## Risks

- The SDK decision interface is experimental. Pinned versions and
wire-format tests limit upgrade drift.
- The migration allows agentless service charges and reservations.
Existing agent cost-reporting APIs still require an agent, and decision
receipts stay separate from run reconciliation.
- Timeouts can have unknown provider charges. Holds remain until an
audited accounting correction resolves them.
- OpenAI prices use a versioned Decisions rate snapshot; OpenRouter
costs use provider receipts. Unknown pricing is retained as unknown.
- A configured company authorizes background spending by default. Setup
explains this, and managers can turn it off.
- Live provider account/model availability still needs the two
credentialed acceptance checks.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
execution, and browser tools. The exact serving revision and
context-window size are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 15:53:13 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
DottaandPaperclip b67db12d90 feat: add durable storage for private tasks (#14717)
Add private task and project ownership, downward access grants, and immutable run/workspace provenance. Apply migration 0313 with bounded batch commits and concurrent indexes. Keep the enforcement and sharing changes in their dependent PRs.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 06:53:20 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
DottaandPaperclip 2d0c138122 Expand direct assistant MCP tools for work and configuration (#15380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - The existing assistant connection can read work and create tasks or
comments.
> - It cannot edit tasks, exchange files, or manage normal agent and
project settings.
> - These operations must retain the person's permissions and
Paperclip's execution rules.
> - This pull request adds an explicit operation registry and separately
consented configuration access.
> - Assistants can manage work without receiving credentials or runner
authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: assistant MCP, domain routes, consent UI, storage, and
Product E2E.

**Problem or motivation**

A connected assistant cannot update tasks, maintain documents, attach
files, or configure existing agents, projects, and skills. Users must
leave the assistant for these routine actions.

**Proposed solution**

Add named tools and a restricted API registry to direct connections.
Require separate configuration consent. Reuse domain routes and retry
receipts. File uploads save the attachment when the byte transfer
succeeds.

**Alternatives considered**

Arbitrary REST forwarding would expose administration and credential
operations. Runner impersonation would bypass execution ownership.
Separate upload completion calls add unnecessary client state.

**Roadmap alignment**

Checked ROADMAP.md and related MCP pull requests. This extends the
human-authorized connection from #14933. It does not replace the runner
or introduce agent impersonation.

Companion Cloud routing and directory isolation:
https://github.com/paperclipai/paperclip-cloud/pull/678.

## What Changed

- Add task editing, finish/block, documents/revisions, deliverables,
agent settings/instructions, projects/repositories, and skills/files.
- Add an allowlisted API search/call registry with identical field
restrictions, scopes, and retry identities.
- Add unchecked configuration consent. Existing write grants retain
their current authority.
- Add hashed, expiring file transfer tickets and atomic upload receipts.
No completion call is required.
- Preserve company boundaries, human attribution, active native
execution ownership, and execution review gates.
- Add protocol/domain tests, consent stories, and eight paid Product E2E
workflows.
- Repair two CI fixture races: await cold route setup before assertions,
and wait for asynchronously loaded connection copy. Both fixture suites
pass (24 + 48 tests).

## Verification

- Consent revision: one write-access checkbox controls requested work
and configuration permissions in browser and device flows. All 16
consent tests, UI typecheck/build and token gates pass. Updated
interactive stories cover default approval, opt-out and viewer
restrictions. The paid browser helper uses the new exact label. Real
GPT-5.4 Mini Product E2E passes 2/2 at
`64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission
denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic
retries, cleanup passed; $0.04149375 estimated assistant cost plus
unpriced worker usage. Raw results, usage and source fingerprints are
retained in the worktree. UI and Product E2E typechecks pass.

- Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks
pass; two optional Storybook checks skip. Greptile 5/5 on that head, no
unresolved review threads. Final consent head
`64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing
and Greptile 5/5 with no unresolved threads. The unchanged Cursor
sandbox test had one 10-second timeout, passed in local isolation, and
passed its single CI rerun; the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37554106934).
The existing chat retry-denial browser test had one visibility failure;
its single rerun passes, and the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37542735691).

- Full workspace `pnpm -r typecheck` and `pnpm build` pass at final
runtime source `b2196fae1`. UI token gates pass.
- 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests
pass, including one-connection PostgreSQL OAuth and concurrent upload
retries.
- Paid Product E2E: all eight expanded cases qualified across Mini,
Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell
timed out before application startup. Final affected-case qualification
passes 9/9 on all three models with grader v16, including the failed
cell. Automatic retries disabled; failures, costs, source hashes and
independent durable-state/file assertions are retained in [the
verification
record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md).
- Actual Codex CLI, Claude Code and OpenCode clients completed local
reads/mutations. Codex wrote a report, Claude updated it in a later
conversation, and OpenCode uploaded/downloaded a file with matching
SHA-256 and registered the attachment. Revoking the CLI grant rejects
subsequent bridge initialization.
- Butter staging is verified on final runtime `b2196fae1`
([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)).
A fresh OpenCode workspace fetched the copied invitation, configured
remote MCP, started OAuth and reached real consent with configuration
unchecked. Invalid transfer tickets return 403 through Cloud. Human
approval for the new persistent staging grant is pending; hosted
task/file success is not yet claimed. The final transaction fix is
deployed.
- Full local `pnpm test:run` passed 15,614 general-server tests but
stopped on two macOS timeouts. The heartbeat test passed in isolation;
the existing 40,000-file Git stress fixture timed out again. Its Linux
CI lane passes. Later local full-suite phases did not run after the
timeout; this is not an all-green local full-suite claim.
- Instructions and security limits are in `doc/public-mcp.md`; the saved
plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`.

## Risks

- This expands the experimental direct MCP surface. Explicit schemas and
domain permissions must stay synchronized.
- Migration 0311 adds transfer tickets and upload receipts. Expired
orphan cleanup must not remove committed attachments.
- Configuration requires a new consent request containing that scope;
the single write-access choice controls it alongside work mutations.
Refreshing an old grant does not add it.
- The public directory keeps its original ten tools through the
companion Cloud change.
- Hosted consent/work proof remains the final delivery gate. The PR
stays draft while approval of the new staging grant is pending; code
checks and review are green. Merging is a separate action.

## Model Used

OpenAI Codex (GPT-6, tool use and code execution). The exact serving
model ID and context window are not exposed in this session. Paid
evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001;
claude-sonnet-4-6.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; full-suite
macOS limitation disclosed above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:29:58 -05:00
DottaandPaperclip b508a05c43 feat: add internal agent complaints and suggestions (#15367)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use legacy skills or native runner tools to work on tasks.
> - Those agents can encounter friction that does not belong in the task
thread.
> - A complaint should preserve the raw reaction. A suggestion should
describe an improvement.
> - This pull request adds attributed local storage and both submission
paths.
> - Agents can submit feedback once and continue their primary work.

## Linked Issues or Issue Description

**Subsystem affected**

Server, database, shared contracts, runtime skills, and native runner
tools.

**Problem or motivation**

Agents have no default internal channel for incidental complaints and
suggestions. Sending this feedback through task comments adds noise and
can alter task workflows.

**Proposed solution**

Store free-form feedback in the current instance database. Derive agent,
run, company, and task attribution from active authority. Provide
default legacy skills and provider-neutral native actions. Keep the
instructions close to Warp's MIT-licensed originals.

**Alternatives considered**

Task comments and external Slack delivery add unwanted side effects.
Mandatory suggestion fields and short editorial limits would discard
useful feedback. This release has no listing API, UI, read tool,
automatic triage, or external forwarding.

**Roadmap alignment**

This is a maintainer-requested addition to the existing runtime skills
and runner tool paths. It does not duplicate a listed roadmap milestone.
Searches for complaint tooling, suggestion-box, and agent commentary
found no overlapping public PR or issue.

## What Changed

- Add the company-scoped `agent_commentary` table, shared validation,
and idempotent migration `0310`.
- Add one transactional service and the agent-only POST route. Validate
active authority before writes or replay. Redact known credentials.
Commit a content-free audit with each new record.
- Add `submit_complaint` and `submit_suggestion` to standard, ask, and
planning modes. Keep review, revocation, and completion restrictions.
Store replay identity on the commentary row.
- Mount `complain` and `suggestion-box` by default for legacy agents.
Bundle a dependency-free Node.js stdin helper in the operational skill
and allow its POST through the sandbox bridge.
- Preserve Warp's complaint voice and suggestion guidance, with
attribution and local transport adaptations. Keep source attribution and
MIT notices in each skill's LICENSE, outside runtime instructions.
- Document custom-runtime HTTP use and database inspection. Add
real-database tests and a repeatable live Codex smoke for local and
Daytona execution.
- Pin the lagging-source migration fixture before the identity-repair
migration so later migrations preserve its regression coverage.

## Verification

- Personally ran real Codex submissions in all four environments on
2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at
20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two
rows with company, agent, run, and task attribution, wrote the
continuation marker, exited zero, created no task comments, and left
task status unchanged. Each recorded two content-free activity entries.
- Daytona used production provider hooks, real remote execution and file
transfer, the legacy queue callback bridge, and native private WebSocket
ingress. The current Linux runner was built from `abf47b595`, staged,
and verified against controller contracts. Both sandboxes were confirmed
deleted. This is a focused feedback transport smoke; it does not claim
full Runner E2E catalog or browser qualification.
- The immutable base image and Linux binary digest are recorded in [the
verification
documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification).
The smoke script can save content-free JSON evidence. No credentials or
feedback bodies are in these reports.

| Environment | Runner | Complaint row | Suggestion row |
| --- | --- | --- | --- |
| local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` |
`3db2364d-3e15-4f47-846f-875d3902999d` |
| local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` |
`2d5abe17-dd41-403c-a5ee-4729f2d58921` |
| daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` |
`209681c9-d1e9-4ce1-999e-48fa07692389` |
| daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` |
`77c383d8-a997-49e5-a33e-25c70e15c0b2` |

- Run the local check with `node cli/node_modules/tsx/dist/cli.mjs
server/scripts/verify-agent-commentary-live.ts`. The documentation gives
the Daytona invocation. Both use disposable instance databases and
normal Codex provider usage.
- Repository `pnpm -r typecheck` and `pnpm build` passed after the test
extension. The build includes runner generation, contracts, and replay
checks. The smoke scripts also passed a separate TypeScript check. The
lagging-source migration regression passed. All equivalent current-head
Vitest CI shards passed. The local monolithic `pnpm test:run` invocation
was stopped after CI supplied that coverage; it did not complete
locally.
- Focused tests cover company isolation, spoofing, revoked credentials,
stale ownership, post-finish rejection, concurrent replay, conflicting
keys, atomic rollback, and deletion through existing services. Boundary
tests cover empty text, Unicode, text beyond 8,000 characters, and the
524,288-character ceiling without truncation. Mounting tests cover
Codex, Claude, and sandbox staging. Helper tests cover standalone Node
execution, stdin, invalid UTF-8, redirects, HTTP failure, and its
deadline. Privacy and bridge tests cover successful and rejected
requests.
- Instructions were compared with Warp's originals. MIT notices and
source credits live only in LICENSE files. Native tools preserve
truthful disclosure when asked, without routine announcements.
- [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190)
and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The
later head found the migration-fixture assumption fixed in this update.
On `8a4965164`, all 55 check contexts passed after one browser shard
rerun. Its initial reviewer signoff failure also passed an isolated
local browser run (1 test). Greptile scored that head 5/5 and identified
one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with
four passing tests and a passing smoke-script typecheck. Fresh CI is
pending for this final test-only fix. No commentary production code
changed during verification.

## Risks

- Feedback is internally attributed. It is not anonymous. Existing
redaction removes known credentials, but agents must still omit
sensitive content. Normal provider transcripts can include their
submitted arguments.
- Default skill availability changes for existing legacy agents. Runtime
policy filtering still applies. The helper uses the existing Node.js
runtime with no extra dependencies; custom runtimes can call the HTTP
endpoint.
- Feedback is removed with its run, agent, or company. Task deletion
clears only the issue pointer. Normal database backups include the
table.
- The migration is additive and has no backfill. Writes serialize on the
active run for replay consistency. No server suggestion quota is
imposed.

## Model Used

OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a
reported 258,400-token context window. Capabilities used: repository
inspection, code execution, and live runtime verification. No subagents
were used.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:14:06 -05:00
ea8e686197 fix(tools): distinguish requested from granted OAuth scopes (#14059)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps use OAuth connection grants to let agents reach external
services.
> - Paperclip stored a requested scope as a granted scope when a
provider omitted `scope` from its token response.
> - A live MCP connection showed why that matters: the provider reported
scopes beyond the requested scope. Scope names alone do not establish
write capability.
> - This PR records whether a scope came from the provider or from
Paperclip's request, and flags asserted extra scopes.
> - The result is an honest scope record across authorization and
refresh, including for self-hosted and Cloud instances.

**Review order:** shared scope resolver and OAuth write paths in
`server/src/services/tool-access.ts` → optional schema/types/validator
fields → focused tests in
`server/src/__tests__/tool-access-service.test.ts`. This PR changes the
shared OAuth record. The Enterpret catalog definition is separate in
**#13906**.

## Linked Issues or Issue Description

No public issue covers this bug. Related: **#13906** adds the official
read-only Enterpret connector with OAuth and organization tokens.

**What happened?**

The OAuth callback stored `normalizeOauthScopes(token.scope ??
requestedScopes)`. When the provider omitted `scope`, Paperclip recorded
the request as though it were a verified grant. In the live case:

```text
Paperclip requested     mcp:read
Provider token reply    no scope field
Paperclip recorded      ["mcp:read"]
Token introspection    openid email profile mcp:read mcp:write
```

The access token is opaque. A negative introspection control returned
`active: false` with no scope, confirming the wider scope belonged to
the live token. The grants API could therefore present requested scopes
as though the provider had asserted them. This observation did not
establish access to write tools.

**Expected behavior**

Store the provider's asserted scope when present. When absent, identify
the value as an inference from the request. Preserve that provenance
through refresh and report extra scopes only when the provider actually
asserts them.

**Steps to reproduce**

1. Use an OAuth provider that omits `scope` from its token response.
2. Complete consent after requesting `mcp:read`.
3. Read the connection or grant: before this fix, the stored `scopes`
looked like an asserted read-only grant.
4. The focused fixture tests reproduce the callback and refresh record
without needing a live provider.

**Deployment mode**

The shared OAuth path affects self-hosted and Cloud. The live provider
evidence came from an isolated self-hosted runtime.

## What Changed

- Added `resolveGrantedOauthScopes`. It records `scopeSource: provider`
when the token response asserts scope, or `requested_fallback` when it
does not. `unrequestedScopes` contains only provider-asserted scopes
outside the request.
- Applied the resolver at initial authorization and refresh. A refresh
without `scope` retains a previous provider assertion and warning; a
fresh assertion can replace them.
- Stored the actual authorization request per grant as
`providerTenant.oauth.requestedScopes`. This keeps a multi-user
connection's refresh baseline tied to the right grant. Generic MCP OAuth
also records discovered scopes when it sends them; curated apps retain
their reviewed request.
- Carried provenance onto the connection and default organization grant.
The organization grant does not receive token expiry, so its existing
refresh/reconnect behavior remains intact.
- Added optional fields to database JSONB schema types, shared types,
and validation. Existing grants need no migration or backfill.

This PR **does not change authorization decisions**, reject tokens,
introspect providers, or show a new UI warning. If a provider hides an
over-grant by omitting `scope`, Paperclip still cannot discover it.
`unrequestedScopes: []` with `requested_fallback` means **unknown**, not
least privilege.

## Verification

**Current head:** `7fde922a8`. Reconciled with master `88ff98b83`; the
final diff is six OAuth implementation, contract, and test files.
Preserved master's generic `offline_access` consent and legacy callback
baseline, and verified requested versus provider-asserted scopes on each
grant. Removed four duplicated GitHub token-method fixture properties
after fresh review.

All 504 focused tests in seven suites pass on the final head. Local
workspace build, recursive typecheck, build-gap typecheck, module
boundaries, node-version, token gates, and runtime push-policy checks
pass. The full local Vitest run completed with 15,610 passing tests, 91
skipped, and six failures in heartbeat/workspace suites; all six
failures reproduced on unchanged master `88ff98b83` in an isolated
baseline worktree. These suites and their runtime code are unchanged by
this PR. Greptile is 5/5 on this exact head with no actionable findings.
All current-head GitHub checks are green: 53 successful check runs, two
intentional Storybook skips, and the successful Snyk status. The
initially failed adapter-access and signoff-heartbeat shards both passed
their single rerun. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37521588330).

The regression coverage includes omitted and explicit scopes, asserted
extra scopes, refresh preservation, per-user request baselines, generic
MCP discovery, and organization grants. No live provider token is needed
to reproduce these recordkeeping cases.

## Risks

- Existing records keep their scope list but have no source marker.
Historical provenance cannot be recovered from them.
- A refresh that omits `scope` preserves the last known assertion. A
provider that silently narrows a grant will not update the record until
it asserts a new scope.
- A provider that omits `scope` leaves the actual scope unasserted. This
PR cannot discover scopes omitted from the response or establish
endpoint capabilities. Enterpret’s provider fixes are separate
follow-ups.
- Scope provenance is additive metadata. No policy path uses these new
fields to allow or deny an action.

## Model Used

Implementation and tests: Claude Opus 5 (`claude-opus-5`) through Claude
Code with extended thinking, tools, and code execution. PR text cleanup:
Codex GPT-6 (exact host model ID and context window were not exposed;
tool use).

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] Focused tests pass locally; full-suite baseline failures are
documented above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All current-head CI gates are green
- [x] Greptile is 5/5 on the current head with no actionable follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

This shared scope-recording fix can be reviewed and merged independently
of the Enterpret connector.

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 13:25:20 -07:00
Nicky LeachandPaperclip 1cebdd4c4f Add plugin lifecycle delivery and an initial resource baseline (#15343)
## Thinking Path

> - Paperclip manages agents and projects for work.
> - Their lifecycle changes already commit to a durable journal.
> - Plugins need to read these records and track completed work.
> - Existing resources need a one-time baseline before delivery is
enabled.
> - Worker crashes must leave unfinished records available for retry.
> - Each plugin needs its own progress and company access checks.
> - This PR adds a pull inbox through the existing plugin SDK and job
system.

## Linked Issues or Issue Description

**Problem or motivation**

Plugins cannot consume the durable resource lifecycle journal.
In-process notifications can disappear during a restart and cannot
record successful completion. Resource plugins need retries, company
boundaries, and ordered transitions.

**Proposed solution**

Add `ctx.events.listLifecycle(companyId, limit?, afterId?)` and
`ctx.events.acknowledgeLifecycle(companyId, eventId)` under
`events.subscribe`. Seed a one-time baseline from current resource
state. Deliver creation first, then the remaining transitions in ID
order. Store acknowledgments for each plugin. Use existing plugin jobs
to poll configured companies.

**Alternatives considered**

A global sequence cursor can skip lower IDs that commit later.
Fire-and-forget subscriptions cannot record completion. A new dispatcher
is unnecessary because plugin jobs support polling. Consumers serialize
polling and use provider idempotency keys.

**Roadmap alignment**

This extends the existing plugin system and builds on #15280 and #15306.
Searches found no duplicate resource inbox work. Related #13306 exposes
decision events on the in-process bus. This PR includes the initial
journal baseline. Provider provisioning remains separate work.

## What Changed

- Add company-scoped lifecycle reads and acknowledgments to the SDK and
worker RPC host.
- Gate both methods by capability, invocation or proactive company
scope, plugin readiness, and company enablement.
- Seed hired agents and all projects once. Preserve paused/terminated
agent state and archived project state. Keep pending hires behind
approval.
- Preserve existing history and deliver backfilled creation before
partial transition histories.
- Deliver project archive events from #15371 through the SDK. Seed
archive intents for archived projects and update intents for active
projects with a partial archive history.
- Store acknowledgments per plugin and reject acknowledgments that skip
earlier resource events.
- Page past failed resources while retaining their pending records.
Reset the page cursor each sweep to include late commits.
- Add acknowledgment storage, an index for resource ordering, tests, and
authoring guidance.
- Preserve native identity definitions and sequence progress in
JavaScript backups. Repair journal ID generators lost by older backups
before seeding the baseline, without changing existing IDs.

## Verification

- `pnpm -r typecheck` passed after the final origin/master rebase.
- `pnpm build` passed before the final metadata rebase. The final CI
build also passed.
- All 46 focused lifecycle, SDK harness/RPC, migration snapshot, and
legacy restore checks passed again with migration 0309.
- Checks cover retries, per-plugin progress, resource order,
capability/company boundaries, baseline idempotency, approval gates,
archive delivery, restored projects with partial histories, and atomic
migration rollback.
- Full CI passed on final commit `0e674b87fc`. One unrelated Cursor
fixture hit a 10-second timeout; it passed locally in under one second,
and the failed server shard passed on retry.
- Greptile scored the final commit 5/5 with no unresolved review
threads.
- The branch is rebased onto origin/master and is conflict-free.
- Earlier full local runs were stopped as scope changed. CI ran the
complete repository suite.
- `git diff --check` and a local secret/PII scan passed.

## Risks


- Apply migration `0309_loving_the_hood.sql` before starting the new
server. It creates acknowledgment storage and an index, then seeds the
baseline in the same transaction. Agent/project writes wait for the
migration to commit. Keep these writes quiesced through the migration
and activation of the new capture-capable server; do not resume an older
runtime that lacks capture after the baseline.
- The baseline records current desired state, not historical
transitions. It includes archived projects and terminated-agent cleanup
intents. It runs once with the delivery migration; no later or runtime
journal backfill is planned.
- Delivery is at least once. Concurrent reads can repeat an event.
Consumers must serialize polling, use stable company/event idempotency
keys, and acknowledge successful operations only.
- Reset `afterId` at the start of every polling sweep. It is a page
cursor, not a persisted high-water mark.
- Deleting a plugin removes its acknowledgment records. A new
installation may replay existing journal events.
- Records contain identity and action. Consumers must load current
authorized data before acting. Cleanup and retention policy belong to
the provider plugin.
- Provider calls, VM/volume provisioning, and journal retention are
outside this PR.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code execution, and tool use. The exact deployment model ID and context
window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:27:09 -07:00
854af7df19 build(deps-dev): bump vitest from 4.1.11 to 5.0.3 (#12969)
Bumps
[vitest](https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest)
from 4.1.11 to 5.0.3.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/vitest-dev/vitest/releases">vitest's
releases</a>.</em></p>
<blockquote>
<h2>v5.0.3</h2>
<h3>   🐞 Bug Fixes</h3>
<ul>
<li>Isolate <code>result.status</code> between <code>repeats</code> runs
 -  by <a
href="https://github.com/hi-ogawa"><code>@​hi-ogawa</code></a>,
<strong>Hiroshi Ogawa</strong> and <strong>Codex (GPT-6)</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11218">vitest-dev/vitest#11218</a>
<a href="https://github.com/vitest-dev/vitest/commit/5dbebe9e3"><!-- raw
HTML omitted -->(5dbeb)<!-- raw HTML omitted --></a></li>
<li>Don't print an interceptor warning in browser mode  -  by <a
href="https://github.com/sheremet-va"><code>@​sheremet-va</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11377">vitest-dev/vitest#11377</a>
<a href="https://github.com/vitest-dev/vitest/commit/15cc006aa"><!-- raw
HTML omitted -->(15cc0)<!-- raw HTML omitted --></a></li>
<li>Don't retry when <code>test.fails</code> expectedly failed  -  by <a
href="https://github.com/hi-ogawa"><code>@​hi-ogawa</code></a>,
<strong>Hiroshi Ogawa</strong> and <strong>Codex (GPT-6)</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11219">vitest-dev/vitest#11219</a>
<a href="https://github.com/vitest-dev/vitest/commit/b24585f08"><!-- raw
HTML omitted -->(b2458)<!-- raw HTML omitted --></a></li>
<li>Scope cache key generators to projects  -  by <a
href="https://github.com/ecoyoung"><code>@​ecoyoung</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11281">vitest-dev/vitest#11281</a>
and <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11301">vitest-dev/vitest#11301</a>
<a href="https://github.com/vitest-dev/vitest/commit/92ba7fc1d"><!-- raw
HTML omitted -->(92ba7)<!-- raw HTML omitted --></a></li>
<li><strong>browser</strong>:
<ul>
<li>Delay server <code>listen</code> until tests start running  -  by <a
href="https://github.com/sheremet-va"><code>@​sheremet-va</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11366">vitest-dev/vitest#11366</a>
<a href="https://github.com/vitest-dev/vitest/commit/7d8ed3e9b"><!-- raw
HTML omitted -->(7d8ed)<!-- raw HTML omitted --></a></li>
<li>Check mock path boundaries  -  by <a
href="https://github.com/saryn17"><code>@​saryn17</code></a>,
<strong>Ryosei Sato</strong> and <a
href="https://github.com/sheremet-va"><code>@​sheremet-va</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11361">vitest-dev/vitest#11361</a>
and <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11362">vitest-dev/vitest#11362</a>
<a href="https://github.com/vitest-dev/vitest/commit/1c3888bce"><!-- raw
HTML omitted -->(1c388)<!-- raw HTML omitted --></a></li>
<li>Keep config of browser-consumed environments  -  by <a
href="https://github.com/kasperpeulen"><code>@​kasperpeulen</code></a>
and <strong>Claude</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11378">vitest-dev/vitest#11378</a>
<a href="https://github.com/vitest-dev/vitest/commit/aafc0996f"><!-- raw
HTML omitted -->(aafc0)<!-- raw HTML omitted --></a></li>
<li>Ignore page crash while cancelling  -  by <a
href="https://github.com/sheremet-va"><code>@​sheremet-va</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11386">vitest-dev/vitest#11386</a>
<a href="https://github.com/vitest-dev/vitest/commit/7c36748fa"><!-- raw
HTML omitted -->(7c367)<!-- raw HTML omitted --></a></li>
<li><code>toMatchScreenshot</code> uses wrong reference on retried tests
 -  by <a href="https://github.com/macarie"><code>@​macarie</code></a>
in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11393">vitest-dev/vitest#11393</a>
<a href="https://github.com/vitest-dev/vitest/commit/c22aba992"><!-- raw
HTML omitted -->(c22ab)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>cache</strong>:
<ul>
<li>Revalidate imports of cached modules  -  by <a
href="https://github.com/sheremet-va"><code>@​sheremet-va</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11381">vitest-dev/vitest#11381</a>
<a href="https://github.com/vitest-dev/vitest/commit/38f98855f"><!-- raw
HTML omitted -->(38f98)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>deps</strong>:
<ul>
<li>Pin <code>why-is-node-running</code> to <code>3.2.1</code> to avoid
users running into <code>ERR_PNPM_TRUST_DOWNGRADE</code>  -  by <a
href="https://github.com/AriPerkkio"><code>@​AriPerkkio</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11403">vitest-dev/vitest#11403</a>
<a href="https://github.com/vitest-dev/vitest/commit/f6c9a4977"><!-- raw
HTML omitted -->(f6c9a)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>expect</strong>:
<ul>
<li>Pass current equality testers to <code>expect.extend</code>
asymmetric matchers  -  by <a
href="https://github.com/hi-ogawa"><code>@​hi-ogawa</code></a>,
<strong>Hiroshi Ogawa</strong> and <strong>Claude</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11401">vitest-dev/vitest#11401</a>
<a href="https://github.com/vitest-dev/vitest/commit/3e794a96b"><!-- raw
HTML omitted -->(3e794)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>jsdom</strong>:
<ul>
<li>Support Blob on jsdom 30.1  -  by <a
href="https://github.com/sheremet-va"><code>@​sheremet-va</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11379">vitest-dev/vitest#11379</a>
<a href="https://github.com/vitest-dev/vitest/commit/6c49b7197"><!-- raw
HTML omitted -->(6c49b)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>pool</strong>:
<ul>
<li>Preserve unique pool ids when <code>groupOrder</code> is set  -  by
<a href="https://github.com/mtorp"><code>@​mtorp</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11392">vitest-dev/vitest#11392</a>
<a href="https://github.com/vitest-dev/vitest/commit/50312ebb4"><!-- raw
HTML omitted -->(50312)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>ui</strong>:
<ul>
<li>Split-pane handle overlapping iframe  -  by <a
href="https://github.com/macarie"><code>@​macarie</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11221">vitest-dev/vitest#11221</a>
<a href="https://github.com/vitest-dev/vitest/commit/f91db0dfd"><!-- raw
HTML omitted -->(f91db)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>vitest</strong>:
<ul>
<li>Remove root temp dir on close  -  by <a
href="https://github.com/abhinav-phi"><code>@​abhinav-phi</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11248">vitest-dev/vitest#11248</a>
<a href="https://github.com/vitest-dev/vitest/commit/7c7119cf7"><!-- raw
HTML omitted -->(7c711)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>vm</strong>:
<ul>
<li>Do not optimize deps from index.html  -  by <a
href="https://github.com/ezefernandezyf"><code>@​ezefernandezyf</code></a>,
<strong>Hiroshi Ogawa</strong> and <strong>Codex (GPT-6)</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11329">vitest-dev/vitest#11329</a>
and <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11360">vitest-dev/vitest#11360</a>
<a href="https://github.com/vitest-dev/vitest/commit/caf2887de"><!-- raw
HTML omitted -->(caf28)<!-- raw HTML omitted --></a></li>
<li>Don't reuse scripts across vite environments  -  by <a
href="https://github.com/MO2k4"><code>@​MO2k4</code></a>, <strong>Martin
Oehlert</strong> and <strong>Claude</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11395">vitest-dev/vitest#11395</a>
<a href="https://github.com/vitest-dev/vitest/commit/346d3896b"><!-- raw
HTML omitted -->(346d3)<!-- raw HTML omitted --></a></li>
</ul>
</li>
</ul>
<h5>    <a
href="https://github.com/vitest-dev/vitest/compare/v5.0.2...v5.0.3">View
changes on GitHub</a></h5>
<h2>v5.0.2</h2>
<h3>   🐞 Bug Fixes</h3>
<ul>
<li>Bind <code>process</code> in case global is overwritten  -  by <a
href="https://github.com/AriPerkkio"><code>@​AriPerkkio</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11343">vitest-dev/vitest#11343</a>
<a href="https://github.com/vitest-dev/vitest/commit/0b79231ad"><!-- raw
HTML omitted -->(0b792)<!-- raw HTML omitted --></a></li>
<li><strong>detect-async-leaks</strong>:
<ul>
<li>Ignore <code>process.stdio</code> handles  -  by <a
href="https://github.com/AriPerkkio"><code>@​AriPerkkio</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11333">vitest-dev/vitest#11333</a>
<a href="https://github.com/vitest-dev/vitest/commit/0fd6b9790"><!-- raw
HTML omitted -->(0fd6b)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>expect</strong>:
<ul>
<li>Fix <code>toMatchObject</code> with asymmetric matchers  -  by <a
href="https://github.com/ShreeBohara"><code>@​ShreeBohara</code></a>,
<strong>Claude Opus 5</strong>, <a
href="https://github.com/hi-ogawa"><code>@​hi-ogawa</code></a>,
<strong>Hiroshi Ogawa</strong> and <strong>Codex (GPT-5)</strong> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11100">vitest-dev/vitest#11100</a>
<a href="https://github.com/vitest-dev/vitest/commit/42523289e"><!-- raw
HTML omitted -->(42523)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>jsdom</strong>:
<ul>
<li>Fix <code>Request</code> with <code>Blob</code> body on jsdom 28+
 -  by <a
href="https://github.com/harshit-d3v"><code>@​harshit-d3v</code></a> in
<a
href="https://redirect.github.com/vitest-dev/vitest/issues/11295">vitest-dev/vitest#11295</a>
<a href="https://github.com/vitest-dev/vitest/commit/d1c3ecc93"><!-- raw
HTML omitted -->(d1c3e)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>reporter</strong>:
<ul>
<li><code>agent</code> to respect <code>--silent</code>  -  by <a
href="https://github.com/Raj4478"><code>@​Raj4478</code></a> and <a
href="https://github.com/AriPerkkio"><code>@​AriPerkkio</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11271">vitest-dev/vitest#11271</a>
<a href="https://github.com/vitest-dev/vitest/commit/5b95efb6d"><!-- raw
HTML omitted -->(5b95e)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>reporters</strong>:
<ul>
<li>Handle concurrent <code>createReport</code> calls  -  by <a
href="https://github.com/7rulnik"><code>@​7rulnik</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11278">vitest-dev/vitest#11278</a>
<a href="https://github.com/vitest-dev/vitest/commit/e8e556ff7"><!-- raw
HTML omitted -->(e8e55)<!-- raw HTML omitted --></a></li>
<li><code>hanging-process</code> to use ESM entrypoint  -  by <a
href="https://github.com/AriPerkkio"><code>@​AriPerkkio</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11316">vitest-dev/vitest#11316</a>
<a href="https://github.com/vitest-dev/vitest/commit/4e91e5668"><!-- raw
HTML omitted -->(4e91e)<!-- raw HTML omitted --></a></li>
</ul>
</li>
<li><strong>spy</strong>:
<ul>
<li>Fix stack overflow when spying <code>Set.prototype.add</code>  -  by
<a href="https://github.com/fengmk2"><code>@​fengmk2</code></a> in <a
href="https://redirect.github.com/vitest-dev/vitest/issues/11299">vitest-dev/vitest#11299</a>
<a href="https://github.com/vitest-dev/vitest/commit/a0a939653"><!-- raw
HTML omitted -->(a0a93)<!-- raw HTML omitted --></a></li>
</ul>
</li>
</ul>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/vitest-dev/vitest/commit/33cadea62e8763c455c7fca38d9ab1dda87c5f75"><code>33cadea</code></a>
chore: release v5.0.3 (<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11409">#11409</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/346d3896b65c3c907174447a035807342799f346"><code>346d389</code></a>
fix(vm): don't reuse scripts across vite environments (<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11395">#11395</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/f6c9a4977ad3363f796a737834572e54c6ad5c18"><code>f6c9a49</code></a>
fix(deps): pin <code>why-is-node-running</code> to <code>3.2.1</code> to
avoid users running into `...</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/062c75d8b63519211d951d8293ea81b5a9e3c124"><code>062c75d</code></a>
chore: fix standalone docs build, update exports maps (<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11394">#11394</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/caf2887dee8987a60118d53933f6e9cabd6b3e2a"><code>caf2887</code></a>
fix(vm): do not optimize deps from index.html (fix <a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11329">#11329</a>)
(<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11360">#11360</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/50312ebb4eca6a98f6d0b2b61d5d9d38cbbabcef"><code>50312eb</code></a>
fix(pool): preserve unique pool ids when <code>groupOrder</code> is set
(<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11392">#11392</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/7c36748fad1eae9687312f2f7ceadce6ec88b5df"><code>7c36748</code></a>
fix(browser): ignore page crash while cancelling (<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11386">#11386</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/92ba7fc1df16a4fa5bbee3f198c582fbd56689d8"><code>92ba7fc</code></a>
fix: scope cache key generators to projects (fix <a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11281">#11281</a>)
(<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11301">#11301</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/38f98855fa9cd7fd376afb84094eba0fda256a74"><code>38f9885</code></a>
fix(cache): revalidate imports of cached modules (<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11381">#11381</a>)</li>
<li><a
href="https://github.com/vitest-dev/vitest/commit/b24585f08f2ea267746a2d6ca0e43edcbb29726f"><code>b24585f</code></a>
fix: don't retry when <code>test.fails</code> expectedly failed (<a
href="https://github.com/vitest-dev/vitest/tree/HEAD/packages/vitest/issues/11219">#11219</a>)</li>
<li>Additional commits viewable in <a
href="https://github.com/vitest-dev/vitest/commits/v5.0.3/packages/vitest">compare
view</a></li>
</ul>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya.raman@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-10-06 12:13:46 -07:00
DottaandPaperclip a590ab769d Give managed agents persistent cryptographic identities (#15352)
Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence.

Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 13:57:03 -05:00
Nicky LeachandPaperclip d9f600043f Capture project archive and restore lifecycle events (#15371)
## Thinking Path

> - Paperclip manages projects and their repositories.
> - Resource changes commit to a durable lifecycle journal.
> - Project archive changes currently leave no journal record.
> - Consumers need to observe archive and restore transitions.
> - The record must commit with the project change.
> - This PR adds project archive capture before plugin delivery in
#15343.

## Linked Issues or Issue Description

**Problem or motivation**

Archiving a project does not record a lifecycle event. Restoring an
archived project also emits no event when it is the only change.
Consumers cannot observe these transitions through the journal.

**Proposed solution**

Record `archive` when an active project becomes archived. Record
`update` when an archived project is restored. Keep both writes in the
existing project transaction and row lock. Repeated status requests emit
no new status record.

**Alternatives considered**

An in-process notification can disappear on restart. A separate archive
service would duplicate the existing mutation path. Use the existing
journal and project transaction.

**Roadmap alignment**

This extends lifecycle capture from #15280 and #15306. It should merge
before the delivery PR #15343. The roadmap and related PR search showed
no duplicate archive lifecycle capture.

## What Changed

- Allow project `archive` records in the journal constraint and
TypeScript type.
- Capture archive and restore transitions under the existing project row
lock.
- Emit `update` then `archive` for an edit combined with archive.
- Preserve repository records and roll back the project change if
capture fails.
- Add migration `0307_cool_naoko.sql`, tests, and database
documentation.

## Verification

- `pnpm -r typecheck` passed after the final master rebase.
- `pnpm build` passed before the final master rebase; the final CI build
also passed.
- 20 targeted lifecycle, migration snapshot, and legacy restore tests
passed on the current migration.
- Tests cover concurrent archives, repeated archive/restore requests,
repository retention, combined edits, atomic rollback, and upgrades from
older JavaScript backups without the action constraint.
- All 53 applicable CI checks passed on final commit `1021953035`; the
two Storybook checks were skipped as expected.
- Greptile scored the final commit 5/5 with no unresolved review
threads.
- `git diff --check` and a local secret/PII scan passed.
- Prior CI found a missing-constraint restore failure; the migration now
handles it. A separate runtime readiness timeout passed locally. The
current full CI run passes both paths.

## Risks

- Older JavaScript restores may omit the action check. The migration
tolerates its absence and installs the complete check.
- Apply the constraint migration before running the new capture code. It
takes a short table lock and validates existing journal rows; it changes
no existing records.
- This PR captures future transitions only. The one-time baseline and
plugin consumption remain in #15343, which must be rebased after this PR
merges.
- Archive records authorize no provider cleanup. Provider behavior and
volume retention remain separate work.
- An edit combined with archive emits two ordered records in one
transaction.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code execution, and tool use. The exact deployment model ID and context
window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 11:43:16 -07:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

Refs #37, #13083, #14104, #14565, #12692.

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window size were not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 13:29:03 -05:00
DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

OpenAI GPT-6 in Codex, with tool use and code execution. The exact
serving model version and context window are not exposed in this
session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused checks pass;
unrelated local full-suite timeouts are explicitly recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:35:16 -05:00
DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted/component checks;
full local-run limitations are recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 11:48:53 -05:00
Nicky LeachandPaperclip 44e4979d23 Capture project and repository update lifecycle events (#15306)
## Thinking Path

> - Existing lifecycle capture records agent transitions and project
creation.
> - Project and repository edits need matching project update records.
> - The record must commit with the mutation so failed writes cannot
lose a hook.
> - Creation with repositories is one creation, and repository
replacement is one update.
> - Archive-only changes preserve project state without creating a hook.
> - Plugin consumption and provider behavior are separate work.

## Linked Issues or Issue Description

**Problem or motivation**

Project edits and repository/workspace changes lack durable lifecycle
records. A future resource plugin needs those changes captured alongside
the existing project creation hook. Archive-only changes must produce no
hook.

**Proposed solution**

Allow project `update` records in the existing lifecycle journal. Record
project and workspace mutations in their database transaction while
holding the project row lock. Suppress intermediate workspace hooks
during project creation and aggregate repository replacement.

**Alternatives considered**

Route-only hooks miss shared service callers. Recording after commit can
lose an event. Emitting a hook for each child mutation exposes
intermediate repository state.

**Roadmap alignment**

This completes project lifecycle capture begun in #15280. Plugin
delivery, VM/volume provisioning, and backfill remain separate. Searches
found no duplicate project lifecycle work; related #13306 concerns
decision events on the in-process plugin bus.

## What Changed

- Record project edits and workspace additions, updates, and removals as
project `update` events.
- Commit each event atomically with its mutation under the project row
lock.
- Keep project creation with repositories to one creation event and
repository replacement to one aggregate update.
- Ignore archive-only changes and retain workspace records.
- Extend the journal action constraint and document project update
capture.

## Verification

- `pnpm -r typecheck` passed on the narrowed scope.
- 57 tests passed across six lifecycle, project, repository, and
chat-project suites.
- Seven managed-sandbox workspace route tests and the CLI
lagging-worktree migration regression passed (65 targeted tests total).
- Full GitHub CI passed on `8ba6f97f22`; all required gates are green.
- Greptile scored the final project-only commit 5/5 with zero unresolved
review threads.
- The branch is current with `master` and has no merge conflicts.
- `git diff --check` and a local secret/PII scan passed.

## Risks

- Apply migration `0300_chunky_chamber.sql` before running the new
server. It permits project update actions and tolerates older JavaScript
worktree backups that omitted the prior CHECK constraint.
- Event-write failure intentionally rolls back the project or repository
mutation.
- Records contain identity and action; future consumers must load
current authorized project/workspace data.
- Plugin consumption, provider calls, volume cleanup, and backfill are
outside this PR.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code execution, and tool use. The exact deployment model ID and context
window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 07:33:18 -07:00
DottaandPaperclip 0e0b63e5a5 feat(connections): add experimental task-pinned AI routing (#14967)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - AI Connections separate account access from models and harnesses.
> - A pool must act as one connection while retaining each task’s
account.
> - Core must enforce member access and preserve session and recovery
rules.
> - A plugin supplies rotation policy without receiving credentials.
> - This change adds durable routing and native connector setup and
management.

## Linked Issues or Issue Description

**Subsystem affected**

AI Connections, Connectors, plugins, run dispatch, and session
compatibility.

**Problem or motivation**

Operators need to rotate new tasks across saved accounts while each task
keeps its account and session. Pool setup must fit the existing
connector catalog and account workflow.

**Proposed solution**

Add an experimental router binding, a capability-gated plugin hook, and
transactional task pins. Plugins declare native pooled connectors
through `aiConnectionRouter`. Core hosts the existing-account picker,
ordering step, and account settings. Related usage contract: #14936.
Companion private plugin:
https://github.com/paperclipai/paperclip-cloud/pull/643.

**Roadmap alignment**

This extends Apps and AI Connections. Core supplies generic enforcement
and native connector UI; the private plugin owns rotation and quota
policy. The prior duplicate search found no matching router
implementation.

## What Changed

- Add a router binding without changing existing concrete bindings. Keep
the instance flag and new pools disabled by default. Require manual
operator configuration. Show no routing toggle in Experimental settings
on either open-source or Cloud installs, even after routing is enabled.
- Persist company-scoped pools, one shared cursor per pool, and pins
keyed by company, pool, agent, and task. Commit pins and cursor advances
together with revision checks and bounded retries. Persist run-ID
affinity before allocation.
- Pass only authorized metadata and normalized usage to plugins. Core
retains credential handling, member access checks, runtime
qualification, and recovery evidence. Probe outside locks with a shared
15-second budget and freshness cache.
- Resolve routing before credential preparation and backend selection.
Preserve pins through turns, session resets, removed members, and quota
waits. Retain admitted recovery after disable or uninstall.
- Separate credential session epochs from token generations. Verified
refresh preserves the epoch; reconnect and manual replacement change it.
Include the credential slot ID in session and usage-cache identity, so
reconnecting an indexed legacy account invalidates its old session even
when both epochs are zero.
- Validate pool member installations before accepting saved-agent
bindings and recheck compatibility when the harness changes. Install
only authorized members in the new-agent transaction and record their
IDs in local activity. Pool membership cannot install a restricted
shared connection.
- Preserve pool bindings when agents hire teammates through either
creation API or native caller runtime inheritance. Block stale manager
credential references; retain explicit child authentication precedence
and reject incompatible inherited pools.
- Add native connector registration through plugin metadata. Reuse the
Connectors catalog, setup header, account header, sidebar, dialogs, and
usage display. Setup selects and orders saved connections. Advanced
settings hold usage rules and member runtime defaults. New-account setup
opens in another tab.
- Use revision-checked pool archival from the Connectors catalog and
account page. Keep task pins, cursors, recovery evidence, and underlying
connections. Reject ordinary connection updates or removals that bypass
pool revisions.
- Add pool selectors, composer models, override notes, quota status, run
details, activity records, and local run-log records. Keep
session-adoption copy minimal.
- Show **Used by** below the pool connections. List current company
agents with shared avatars and profile links. Include paused agents;
exclude terminated agents and agents using another pool.
- Add Core stories for the generic connector workflow and runtime
surfaces. Cloud stories reuse these production routes and tokens through
a preview-only alias.

## Verification

- Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace
`pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
locally.
- All 422 focused connector/settings/shared-contract/migration tests and
all 156 database-backed AI connection, hiring, reconnect, and
durable-routing cases pass (69 hiring cases rerun after the final
auth-precedence fix). The merged shared contract retains connection
instructions and pool metadata. The pool migration is generated at
sequence 0299 after the latest upstream migrations; this PR makes no
lockfile changes.
- All four full-app Playwright tests pass on the final head after a cold
restart and migration, against the installed private plugin and isolated
database, with no route or pool-API mocks. They cover hidden routing
controls after manual opt-in, native pool creation, ordering, membership
edits, rename, paused defaults, enabling/save/refresh persistence, stale
edits, cancellation/removal, preserved underlying accounts, unavailable
routers, and Used by avatars and profile links. Exact command:
`PAPERCLIP_CONNECTION_POOL_E2E=1
AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f
AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test
--config tests/ai-connections-app/playwright.config.ts
connection-pools.spec.ts`.
- [Native setup, ordering, and management
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278)
address the review follow-up. [Earlier selector, quota, and run-detail
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316)
show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui
storybook`, then **Connectors / Pool host** or **AI Connections /
Connection pools**. Cloud owns its host-backed plugin stories; both
repositories’ Operator Setup Required story assertions pass.
- Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed
both exact sessions after restart, preserved pinned accounts through
explicit reset and controlled quota deferral/recovery, and committed
only two allocations across fourteen runs. A later UI-created task test
again rotated OpenAI then Anthropic and resumed OpenAI through
follow-up/restart/quota recovery. That later Anthropic execution was
blocked by its saved OAuth token expiring (provider 401). No live usage
probes ran.
- The full local `pnpm test:run` was attempted earlier and did not
complete because of macOS embedded PostgreSQL bootstrap/shared-memory
failures and the 40,000-file Git fixture timeout. The focused database
suites above now pass; full-suite verification is provided by the split
CI lanes. The preceding CI run had one runtime readiness timeout; it
passes locally both alone and inside the larger runtime suite. That
larger local suite also encountered an embedded PostgreSQL setup failure
and two macOS temporary-path alias assertions; those two assertions pass
with canonical TMPDIR=/private/tmp. All final-head CI checks are
terminal green, including full general/serialized server suites, Runner
checks, browser E2E shards, canary verification, build, and typecheck.
Greptile is 5/5 on that exact head with no unresolved threads.

## Risks

- The migration adds routing tables and a credential epoch column.
Install the private plugin only with the compatible Core contract.
- Routing and each pool require opt-in. Production distribution and
fleet defaults remain unchanged.
- Unknown usage stays eligible. Known pinned exhaustion waits; revoked
access requires operator repair.
- Legacy adapters require compatible members. Runner model and effort
overrides remain limited by qualified backend support.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, code
execution, and browser testing. The exact deployment model ID and
context window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes:` / `Closes:`
/ `Refs:` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted suites;
full-suite limitations are reported above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 20:44:37 -05:00
DottaandPaperclip 4857799a88 feat(connections): deliver saved instructions to authorized agent turns (#15216)
Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes.

Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00
Nicky LeachandPaperclip 984f092ddf Add project and agent resource lifecycle hooks (#15280)
## Thinking Path

> - Paperclip manages agents and projects for work.
> - Plugins need reliable lifecycle hooks for these resources.
> - In-process notifications can disappear during a restart.
> - A lifecycle record must commit with the resource change.
> - This pull request adds a generic lifecycle journal without provider
calls.
> - A later plugin delivery layer can use these records without losing
lifecycle changes.

## Linked Issues or Issue Description

**Problem or motivation**

Resource provisioning needs durable hooks for agent hiring, pause,
resume, termination, and project creation. Hooks must cover shared
service callers, budget actions, and approval paths. Capture should work
for all plugins and deployment modes.

**Proposed solution**

Record content-free events in the resource transaction. Deduplicate
creation and unchanged status. Preserve each pause/resume cycle. Commit
approval, activation, and creation together. Commit termination and
API-key revocation together.

**Alternatives considered**

Event subscriptions alone cannot survive process failure. Cloud-only
capture would exclude other plugins. Provider calls inside tenant
transactions would couple resource creation to external services.

**Roadmap alignment**

This is lifecycle infrastructure for the existing plugin system. It adds
no provider, adapter, UI, or plugin read API. Repository mutations and
backfill remain separate work. Searches found no duplicate
lifecycle-journal PR.

## What Changed

- Add a company-scoped lifecycle journal and an additive migration.
- Record hired-agent and project creation from shared services.
- Record agent pause, resume, and termination, including generic updates
and budget actions.
- Lock agent state changes to suppress concurrent duplicate hooks.
- Make hire approval, rejection, and termination transactions atomic
with their lifecycle records.
- Document capture, ordering, future per-plugin acknowledgments, and
migration scope.

## Verification

- Full workspace typecheck: `pnpm -r typecheck` passed.
- Production build: `pnpm build` passed.
- Focused agent, project, approval, budget, and built-in regressions:
102 tests passed across 9 suites.
- Final lifecycle journal check: 14 tests passed. It covers
repeated/concurrent transitions, rollback, key revocation, self-hosted
capture, and company boundaries.
- Review regression: 32 lifecycle and approval tests passed, including
rejected-hire rollback and retry; server typecheck passed after the fix.
- The initial local `pnpm test:run` overlapped the rejection fix and
reported the new rollback regression against the earlier service code. A
fresh lifecycle run passed all 14 tests. Fresh full local shards were
stopped once the complete CI test matrix passed on the final commit.
- `git diff --check` and a local secret/PII scan passed.
- Greptile: 5/5 on `3ee3903f8e1a171ea3ba2bea9caa2b5766a3f807`, with the
review thread resolved.
- [Complete CI
passed](https://github.com/paperclipai/paperclip/actions/runs/37374227222)
on `3ee3903f8e1a171ea3ba2bea9caa2b5766a3f807`: general
server/chat/workspace tests, serialized server suites, runner checks,
build, typecheck, canary, and all end-to-end shards. The requester
waived CI during the Actions outage, but the workflow subsequently
completed successfully.

## Risks

- The migration creates an empty table. It does not scan or backfill
existing resources.
- Apply the normal database migration before running this server
version. Event-write failure intentionally rolls back the resource
change.
- Pending hires cannot bypass approval through pause or resume.
- Capture works on all deployments. Plugin delivery, retention, retries,
and provider actions remain separate work. No plugin can read this
journal through a new API in this PR.
- Future delivery must enforce company scope, track acknowledgments per
plugin, and preserve resource order. A global sequence cursor can skip
uncommitted transactions.
- A termination hook does not authorize deleting persistent volumes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
code execution, and tool use. The exact deployment model ID and context
window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 15:58:38 -07:00
DottaandPaperclip b43073d11f feat(connections): sync and group accounts managed by aggregators (#15254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external tools.
> - Aggregator gateways can expose accounts that users already connected
upstream.
> - The Apps catalog did not show those accounts or their current
provider status.
> - Separate cards and setup tasks also made account ownership unclear.
> - This pull request discovers upstream accounts and groups them under
one app card.
> - Users can find connected apps while each provider keeps control of
its accounts.

## Linked Issues or Issue Description

**Subsystem affected**

Connections across the database, shared contracts, server, and board UI.

**Problem or motivation**

Users cannot see which apps are connected through a saved aggregator
gateway. Native and upstream accounts need one app card. Discovery must
preserve company, user, gateway, and credential boundaries.

**Proposed solution**

Sync account metadata from Composio, Arcade, and supported Executor
gateways. Keep upstream account management in each provider. Use source
chips and search to browse the catalog. Preserve native setup and the
gateway's existing access policy.

**Alternatives considered**

Creating a local executable connection for each upstream account would
duplicate authorization state. Using an agent task for routine Composio
setup would add an unnecessary step. The board now calls the saved
gateway directly for that setup.

**Roadmap alignment**

This extends the shipped Connected Apps and MCP Tool Gateway features in
ROADMAP.md. The duplicate search found no open PR for managed account
discovery.

Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open
PR #12906 covers adjacent toolkit routing work.

## What Changed

- Add provider-neutral discovery, sync, and refresh APIs. Preserve the
Composio API paths.
- Cache observations by company, saved gateway, viewing user, and
credential version. Retain stale observations after failed or incomplete
scans.
- Add optional Arcade account sync credentials in the vault. Discover
Executor accounts through its supported inventory interface.
- Group native and upstream accounts in one app card. Imported account
menus open their provider. Gateway menus own refresh and sync setup.
- Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50
catalog entries per page. Keep connected accounts above discovery. Keep
explicit provider searches scoped.
- Simplify Composio app setup and refresh its connected app list on the
gateway Permissions page.
- Add a compact agent access card and task creation defaults for
connection setup. Preserve explicit blocks and approval policies.
- Add two replay-safe migrations, service and UI tests, Storybook
journeys, and acceptance stories.

## Verification

- Passed the repository typecheck, full build, token gates, and
migration ordering check.
- Passed the focused provider adapter, connection interaction, and
catalog tests after rebasing onto master.
- Passed all nine database sync and migration replay tests using a
disposable database on the test-drive PostgreSQL cluster. Removed that
database after the run.
- Verified Arcade cursor pagination against its official Go SDK and
passed all eight adapter tests, including short and incomplete pages.
- Passed all 45 interaction tests after making the exact requested tools
and their Allowed/Ask first permissions visible before granting access.
Verified the compact card in Storybook.
- Passed the complete UI suite on the final code: 683 files and 7,432
tests, including the corrected Composio destination assertions. Passed
130 focused tests for the UUID, management-link, and health-status
corrections.
- Passed 22 Composio setup/sync tests, 23 connection-intent service
tests, and the connection migration test in separate disposable
databases. Database startup alone was substituted; the suites exercised
their real SQL and services.
- Passed all 10 OpenAPI route checks and the full-stack
connection-intent browser test, including scoped consent, agent
continuation, and task completion.
- The local full runner encountered embedded PostgreSQL startup failures
on this loaded macOS host. The earlier in-flight run also held the
pre-fix Arcade transform; a fresh run of the final provider suite
passes. The final-head CI is queued during GitHub’s active Actions
incident: https://www.githubstatus.com/. The previous run also lost
several runners simultaneously; its real catalog assertion failures are
fixed and the fresh complete UI suite passes.
- Tested the real test-drive server in the embedded browser with a live
Composio gateway. Detected Airtable and Circleback. Verified refresh
progress, account rows, source chips, search scope, and 50-entry
pagination.
- Arcade and Executor coverage uses provider fixtures. Live credentials
were unavailable.
- Storybook builds successfully and includes grouped native/provider
accounts, stale and unavailable discovery, optional Arcade setup, and
mobile states. The acceptance document records the simulated and live
coverage separately.

- Greptile reviewed final commit
`217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review
threads are resolved, security scans pass, and the PR has no merge
conflicts. The outstanding remote checks are `ci / Select trusted
runner` and `review`, queued by GitHub. They need to complete before
merge.

## Risks

- Provider response changes can break inventory discovery. Failed scans
retain observations and show stale status.
- Composio scans only the supported catalog and can take time. Large
inventories run in the background with progress and a bounded lease.
- Arcade requires a project API key and user ID when the gateway cannot
supply them. This key is used only for discovery.
- Executor discovery depends on the server's exposed inventory tools.
Unsupported servers report unavailable discovery.
- Cached account rows do not grant access or create executable
connections. Gateway policies still govern tool use. Account deletion
and per-app authorization remain upstream.
- The migrations add tables and one nullable column. Replay preserves
existing rows and company-scoped foreign keys.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific serving model ID or context limit. Used reasoning, repository
tools, code execution, and browser 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 14:57:04 -05:00
dependabot[bot] cf8ad63c80 build(deps-dev): bump tsx from 4.23.12 to 4.23.15 (#12965)
Bumps [tsx](https://github.com/privatenumber/tsx) from 4.23.12 to
4.23.15.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/privatenumber/tsx/releases">tsx's
releases</a>.</em></p>
<blockquote>
<h2>v4.23.15</h2>
<h2><a
href="https://github.com/privatenumber/tsx/compare/v4.23.14...v4.23.15">4.23.15</a>
(2026-09-20)</h2>
<h3>Bug Fixes</h3>
<ul>
<li>exclude bare builtins from namespace inheritance (<a
href="https://github.com/privatenumber/tsx/commit/38e158857e50bca311be7c232a5057e5a2e5347a">38e1588</a>)</li>
<li>expose require.cache and require.extensions to tsImport CommonJS
modules (<a
href="https://github.com/privatenumber/tsx/commit/2da34075afaed43e2b7fd0aca5fbebaaf337ff3a">2da3407</a>)</li>
<li>make namespaced register() overloads portable for declaration emit
(<a
href="https://github.com/privatenumber/tsx/commit/562c434a5c8695e74327bbeb51cfeb9b86fc7e15">562c434</a>)</li>
</ul>
<hr />
<p>This release is also available on:</p>
<ul>
<li><a href="https://www.npmjs.com/package/tsx/v/4.23.15"><code>npm
package (@​latest dist-tag)</code></a></li>
</ul>
<h2>v4.23.14</h2>
<h2><a
href="https://github.com/privatenumber/tsx/compare/v4.23.13...v4.23.14">4.23.14</a>
(2026-09-20)</h2>
<h3>Bug Fixes</h3>
<ul>
<li>restore the CJS bridge namespace for Node 24 require(esm) under
tsImport() (<a
href="https://redirect.github.com/privatenumber/tsx/issues/802">#802</a>)
(<a
href="https://github.com/privatenumber/tsx/commit/6e5236b065738d3687a06396d064774cfede390f">6e5236b</a>)</li>
</ul>
<hr />
<p>This release is also available on:</p>
<ul>
<li><a href="https://www.npmjs.com/package/tsx/v/4.23.14"><code>npm
package (@​latest dist-tag)</code></a></li>
</ul>
<h2>v4.23.13</h2>
<h2><a
href="https://github.com/privatenumber/tsx/compare/v4.23.12...v4.23.13">4.23.13</a>
(2026-08-30)</h2>
<h3>Bug Fixes</h3>
<ul>
<li><strong>cache:</strong> bound shared transform cache memory (<a
href="https://redirect.github.com/privatenumber/tsx/issues/835">#835</a>)
(<a
href="https://github.com/privatenumber/tsx/commit/28e1f12d04cd2afe1db17f8555b14fe5fb567c6e">28e1f12</a>)</li>
</ul>
<hr />
<p>This release is also available on:</p>
<ul>
<li><a href="https://www.npmjs.com/package/tsx/v/4.23.13"><code>npm
package (@​latest dist-tag)</code></a></li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/privatenumber/tsx/commit/ca66105a17a2a4c6503fe3a12b5b9ec408286011"><code>ca66105</code></a>
test: fix drive-less file URLs in ESM resolver fixtures</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/2da34075afaed43e2b7fd0aca5fbebaaf337ff3a"><code>2da3407</code></a>
fix: expose require.cache and require.extensions to tsImport CommonJS
modules</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/38e158857e50bca311be7c232a5057e5a2e5347a"><code>38e1588</code></a>
fix: exclude bare builtins from namespace inheritance</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/562c434a5c8695e74327bbeb51cfeb9b86fc7e15"><code>562c434</code></a>
fix: make namespaced register() overloads portable for declaration
emit</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/edfb1f05a3f40b879a41a03a0801c2abd3a3ecf9"><code>edfb1f0</code></a>
build: upgrade pkgroll and externalize CJS loader reference</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/70e78284837c859f09b96cd10cd71d007aa4b795"><code>70e7828</code></a>
test: upgrade tinyspy for disposable API</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/9ed2022dfa9ea1be9511fe6abcde8110c25055a7"><code>9ed2022</code></a>
ci: avoid duplicate release notifications</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/872e77ffc5e96ca5c4727e74c0694debcb26219b"><code>872e77f</code></a>
refactor: use disposables for cleanup</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/6e5236b065738d3687a06396d064774cfede390f"><code>6e5236b</code></a>
fix: restore the CJS bridge namespace for Node 24 require(esm) under
tsImport...</li>
<li><a
href="https://github.com/privatenumber/tsx/commit/28e1f12d04cd2afe1db17f8555b14fe5fb567c6e"><code>28e1f12</code></a>
fix(cache): bound shared transform cache memory (<a
href="https://redirect.github.com/privatenumber/tsx/issues/835">#835</a>)</li>
<li>See full diff in <a
href="https://github.com/privatenumber/tsx/compare/v4.23.12...v4.23.15">compare
view</a></li>
</ul>
</details>
<br />

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-10-02 08:39:37 -07:00
cad26c6bfb fix(tool-gateway): bound MCP discovery memory and concurrency (#14864)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents discover governed tools through the MCP gateway.
> - A listing repeated policy and full run-row reads for each catalog
tool.
> - Parallel listings multiplied those allocations during run startup.
> - One 900-tool baseline listing used 11,489 queries and about 1.7 GiB
of extra heap in a fixture.
> - This pull request shares reads within a listing and bounds whole
listings across the process.
> - The benefit is lower discovery memory use while execution still
checks current policy.

## Linked Issues or Issue Description

Refs #13115. Its on-demand target change affects the same listing loop.

**What happened?**

MCP discovery repeated roughly 13 reads per tool. Full run snapshots and
repeated connection configurations caused large allocations. Per-listing
bounds alone did not limit concurrent listings across gateways.

**Expected behavior**

Discovery reads shared inputs once per listing. The process bounds
active and queued listings. Catalog payload size and policy evaluation
still grow with the catalog. Tool execution checks current access rules.

**Steps to reproduce**

Create a company with a remote MCP connection, 900 catalog tools, large
schemas, and a large run snapshot. Send concurrent tools/list requests
using a run-bound gateway token. Run the committed benchmark for a
deterministic reproduction.

**Paperclip version or commit**

Baseline: f2e0f19630. Measured on Node
26.4.0 on macOS.

## What Changed

- Keep Michael Nguyen's per-listing policy cache, scalar policy reads,
16-decision bound, and catalog/connection split under repeatable read.
- Admit two whole listings per process and queue at most 32. Return 503
with tool_discovery_busy when full.
- Propagate disconnects to discovery. Stop scheduling new reads and
drain started reads before freeing the slot.
- Project context IDs in gateway authentication and GitHub runtime
discovery. Avoid loading task descriptions and results.
- Keep discovery audit counts and a SHA-256 digest instead of the full
name list. Retain access and activity audit records.
- Sweep expired named gateway tokens at startup and on the existing
scheduler. Delete at most 500 per pass. Add an idempotent expiry-index
migration. Resolve audit token references atomically so cleanup cannot
break admitted requests.
- Return GET 405 with Allow: POST on stateless MCP gateway and
runtime-tools endpoints. Keep runtime-tools authentication.
- Add red-green regressions, HTTP concurrency and policy-revocation
coverage, and browser approval assertions.
- Commit the benchmark harness, raw results, and resource-bound
documentation.

## Verification

- Baseline listing regressions failed with 722 queries for 50 tools and
6,422 for 500. The connection-row duplication regression also failed.
- Follow-up regressions failed before the fixes for full snapshot reads,
abandoned listings, full name-list audits, and expired tokens.
- Listing and scheduler tests: 14 pass. Existing gateway/policy suites
passed after preserving the cleanup return contract.
- Two HTTP journeys pass: initialize, GET/SSE rejection, 16 concurrent
500-tool listings, provider call, policy revocation, and denied retry.
Token cleanup during provider dispatch also completes successfully and
blocks subsequent requests.
- pnpm test:e2e tests/e2e/mcp-user-stories.spec.ts --grep
'@mcp-runnable': 8 pass. The approval journey clicks Allow once in the
browser. Review screenshots wait for loaded content.
- pnpm -r typecheck: passes. pnpm build: passes.
- The general server group completed with 14,755 passes and 18 failures.
The 17 startup mock failures were fixed; all 21 startup tests pass on
rerun. The one Discord timing failure passed on the unchanged baseline
and on rerun (74 tests). UI and CLI groups pass 7,632 tests. Shared and
skill groups pass 853 tests. The remaining database and adapter groups
pass 3,010 tests with one worker after a macOS shared-memory limit
interrupted a parallel run. All 149 serialized route files pass (2,762
tests).
- At 900 tools, one listing falls from 11,489 to 36 queries and from
about 1.7 GiB to 37 MiB of extra heap. Sixteen concurrent listings used
169–187 MiB of extra heap. Four connections used 39 queries per listing.
- Latest-head verification: 54 successful checks and two expected skips
on 5c0793090c. Fresh Greptile review: 5/5
with no unresolved threads.
- Reproduce with server/scripts/benchmark-tool-gateway-listing.ts. See
doc/mcp-discovery-performance.md and
doc/benchmarks/2026-10-01-mcp-discovery.json.

## Risks

- The process-wide FIFO queue can increase discovery latency. Excess
callers must retry 503 responses.
- Cancellation applies to discovery. Started database reads finish
before their slot is released.
- Audit consumers must use visibleToolCount and visibleToolsHash instead
of visibleTools.
- The expiry index can briefly lock the token table during migration.
Sweeps preserve unexpired and non-expiring tokens.
- Measurements use isolated fixtures and deterministic providers. They
do not establish a production heap limit or affected installation count.
Rate-limit reads remain uncached.

## Model Used

- Original listing optimization: Anthropic Claude Opus 5.5
(claude-opus-5-5), Claude Code, extended thinking and tool use, as
recorded by the original author.
- Follow-up fixes and verification: OpenAI Codex, GPT-6, with shell
execution, file edits, database fixtures, and browser tests. The exact
serving model ID and context window are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes / Closes /
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 07:45:27 -05:00
Devin FoleyandPaperclip 98d8a6ccac Stop replaying ambiguous database disconnects (#14773)
## Thinking Path

> - Paperclip stores agent work and control state in PostgreSQL.
> - Its database client must not repeat a mutation after an uncertain
result.
> - The global retry wrapper treated `write CONNECTION_CLOSED` as proof
that PostgreSQL never received a statement.
> - postgres.js also uses that message when the connection closes after
statement delivery.
> - This pull request removes that global replay and tests the actual
driver over a local wire connection.
> - Callers retain control of retries when they can prove the complete
operation is idempotent.

## Linked Issues or Issue Description

Follow-up to #13417. Preserve the transaction disconnect handling from
#13643 and the explicit actor synchronization retries introduced in
#12773. Searched open and closed issues and PRs for database retries,
disconnects, and `CONNECTION_CLOSED`. The open circuit-breaker proposal
#11142 addresses outage queue growth; it does not establish whether an
already-sent statement can be replayed.

**What happened?**
The database wrapper replayed an arbitrary statement up to three times
after `write CONNECTION_CLOSED`. The driver adds `write ` to
connection-close errors even after the peer receives the statement. A
local protocol peer receives the same submitted INSERT three times when
it drops each response. A committed write could therefore execute more
than once.

**Expected behavior**
An ambiguous statement result must fail without automatic replay. A
subsequent operation must be able to reconnect.

**Steps to reproduce**
Run the new wire regression against the parent commit. The six Simple
Query cases and the parameterized Drizzle case receive three executions
instead of one. The named prepared-client case was already safe and
stays covered. The peer reads the entire statement and then closes the
connection. This demonstrates repeated delivery with the real driver; it
does not claim that a historical incident duplicated a committed write.

**Paperclip version or commit**
Reproduced on source commit `018993140f` with the patched postgres.js
3.4.9 dependency.

**Deployment mode**
Built from source with a local PostgreSQL protocol peer. No live
provider or customer database is used.

## What Changed

- Pass the original postgres.js client to Drizzle and remove the global
statement replay wrapper.
- Add eight wire regressions: six Simple Query cases for INSERT,
side-effect-capable SELECT, and a data-changing CTE, plus parameterized
Drizzle and named prepared-client cases. The extended peer processes
Parse, Describe, Bind, and Execute, verifies bound parameters, and drops
the response only after Execute. Each case checks one delivery and
recovery on a fresh query.
- Document ambiguous outcomes and the retry compatibility tradeoff. Keep
explicit idempotent actor-sync retries and disconnected-transaction
handling unchanged.

## Verification

- Before the fix: the six Simple Query cases and the parameterized
Drizzle case failed with three executions instead of one. The named
prepared-client case was already safe. All eight wire cases pass on this
branch.
- Final focused client, pool teardown, configuration, and actor-sync
retry checks: 28 tests passed. `pnpm --filter @paperclipai/db typecheck`
also passed after the test-only follow-up.
- First implementation head, `pnpm exec vitest run --project
@paperclipai/db`: all 158 tests passed across 45 files, including real
PostgreSQL transaction/reserved-connection recovery. The local embedded
dependency's symlinks were hydrated before this run.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- The complete local `pnpm test:run` did not finish; no complete local
suite pass is claimed. All CI test, typecheck, and build gates passed on
the first implementation head `11f8b22d90`. Final-head CI is pending
after the test-only follow-up.
- `git diff --check`: passed. Reviewed the diff for secrets, personal
data, generated output, and run artifacts.

## Risks

Some transient statement failures that the global wrapper previously
replayed now reach the caller. Operation owners must retry only when
they have an idempotency guarantee or a durable receipt that prevents
duplicate effects. A connection error is not proof that a write failed
to commit. There is no SQL-text retry heuristic, new suppression, schema
change, or migration. This change prevents unsafe replay; it does not
prevent network disconnects.

## Model Used

OpenAI Codex / GPT-6, with reasoning, repository inspection, code
execution, and local protocol tests. The exact backend model ID and
context-window size are not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge


Final verification (September30): every final-head CI check passed at
`3004c5bda39c985c3557547ec45e33870ce5d010`. Greptile scored5/5 on this
head, all review threads are resolved, and the branch is mergeable.
Eight real-wire regressions cover simple, parameterized Drizzle, and
named prepared queries. Full local suite did not produce a completed
result; the complete CI matrix passed. This public PR remains open for
maintainer merge.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 18:34:00 -07:00
DottaandPaperclip 018993140f feat: let agents name prompt-only tasks (#14761)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users create tasks with a title and a description.
> - A required title adds work when the prompt already explains the
request.
> - An agent can name the task once it reads that request.
> - This pull request accepts prompt-only tasks and starts them with a
short prompt slice.
> - A scoped title tool lets the assigned agent replace that slice early
without changing execution state.
> - A live browser eval checks the real agent call, saved title, audit
entry, and preservation of user titles.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: task creation, shared contracts, database, server, runner
tools, and board UI.

**Problem or motivation**

Users must currently write a title before they can submit a detailed
task prompt. The agent has enough context to write a useful title
itself.

**Proposed solution**

Make the title optional when a description is present. Save the first
120 characters of the normalized prompt as a provisional title. Ask the
assigned agent to call `set_task_title` early. Use an atomic
provisional-title guard to preserve titles supplied or edited by users.
Keep explicit titles supported.

Related: #14543 and #14556 concern empty-title submission. This change
intentionally enables that submission when a prompt is present, instead
of requiring a title.

## What Changed

- Add the `titleNeedsGeneration` field with an idempotent migration.
Keep existing titles unchanged.
- Add `PUT /api/issues/:id/title` and the native and legacy
`set_task_title` tool. Enforce company access, active-run ownership,
shared, bounded retry receipts across native/HTTP calls, and
transactional audit logging. Refresh external-object links after commit,
with the same feature gate and plugin detectors as ordinary title edits.
- Add early naming guidance in Standard, Ask, and Plan task context.
Preserve the description, status, and assignment.
- Allow prompt-only root and child task creation, plus draft restoration
in the New Task dialog. Keep user titles supported.
- Add an opt-in Product E2E suite for prompt-only Standard and Ask
tasks, plus an explicit-title control. It checks actual provider calls
within the first five tools, persisted state, audit attribution, and the
reloaded UI.
- Preserve a closed vocabulary of API key maintenance phrases in
declared prose while rejecting opaque credential suffixes. Add one
bounded naming retry after wording is rejected, without treating the
rejected call as a saved title.
- Repair the native cleanup receipt check exposed during full
verification: accept matching input digests, retain legacy input checks,
and reject conflicting receipts.

## Verification

- Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: **3/3
passed** with native Codex `gpt-5.4-mini`, first attempts only,
automatic retries disabled. Standard and Ask each saved “Rotate expired
API key” on their first tool call, with matching persisted state and a
single same-run audit entry. The explicit-title control retained its
user title with zero title writes. All three verified the reloaded
browser UI.
- Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns
are retained separately; they exposed credential-prose handling and
prompted the naming recovery fix. No failed result was regraded or
deleted.
- Reproduce with `pnpm test:e2e:runner -- --id
task-titles.runner-codex-mini.local.prompt-title-standard --id
task-titles.runner-codex-mini.local.prompt-title-ask --id
task-titles.runner-codex-mini.local.preserve-explicit-title
--max-automatic-retries 0` and an authorized provider key.
- Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit.
The runner build used the configured external eval source tree.
- Product E2E unit suite: **61 files, 818 tests passed**; E2E typecheck
and UI token gates passed.
- Title API/native regressions cover prompt-only and explicit child
creation, user edits, ownership/company isolation, external reference
refresh, cross-surface retry replay, and the 64-key limit without
receipt eviction. All passed. Prompt-context coverage: **44 tests
passed**.
- Rust credential regressions: **35 tests passed**, including benign
maintenance qualifiers and opaque credential rejection in every declared
prose field. Catalog/report reconciliation: **28 tests passed**. Native
recovery: **560 tests passed**.
- Broad local `pnpm test:run`: **14,555 tests passed** in the general
server group; two suites failed to initialize embedded PostgreSQL and
the existing 40,000-file Git streaming stress test exceeded its
300-second macOS timeout. All three suites then passed in isolation (**5
tests passed**) without code or timeout changes. The original full local
command exited nonzero and is not being represented as a clean full run.
- Latest-head GitHub checks are green: **53 passed, 4 skipped, zero
failed or pending**, including all test shards and the canary packaging
dry run. Greptile reviewed the same commit at **5/5**, with zero
unresolved review threads.

## Risks

- The additive database field must reach the server and UI together. The
migration uses `IF NOT EXISTS` and defaults existing tasks to a final
title.
- Title generation depends on the assigned agent running. Tasks without
a run keep their provisional title.
- Live qualification covers the native Codex path in Standard and Ask
modes. API/legacy and Plan behavior have deterministic coverage.
- The credential-prose exception validates the entire suffix against a
closed maintenance vocabulary. Unknown suffixes, assignments, quoted
values, credential prefixes, and diagnostics retain strict checks.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact deployment ID and context window are not exposed in
this session. The live eval uses the native Codex `gpt-5.4-mini`
profile.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 16:48:24 -05:00
DottaandPaperclip d432dc7fa3 Add GitHub-synced skill sources (#14713)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Company skills supply instructions and files to those agents.
> - GitHub imports already exist, but users cannot manage repositories
as skill sources.
> - Repository refresh also needs caller-authorized access and complete
local packages.
> - This pull request adds Sources inside Skills and reuses GitHub
connections from Apps.
> - Installed snapshots let agents use skills without fetching GitHub
during a run.
> - Manual refresh preserves skill identity and leaves failed imports on
their last good version.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: skills UI, server, database, shared contracts, and
runtime materialization.

**Problem or motivation**

Users keep skills in GitHub repositories. They need a clear way to
select, import, and refresh those skills. Existing imports do not expose
repository management or consistently preserve supporting files.

**Proposed solution**

Add company-scoped skill sources. Browse repositories from all
accessible GitHub connections, or paste a public repository or branch
URL. Select whole skill packages, inspect included files and reference
warnings, and install complete, immutable snapshots. Refresh each source
manually.

**Alternatives considered**

Project repository settings hide the workflow from Skills. A second
GitHub connector would duplicate credentials and grants. Upstream
editing and PR creation are separate work.

**Roadmap alignment**

This implements the Skills Manager direction in ROADMAP.md. The
maintainer requested this scope and reviewed the component and full-app
journey stories before implementation.

Related reports: Refs #10285, Refs #10949, Refs #13464. Related work:
#14356, #13656, #9268.

## What Changed

- Add source and entry records, an idempotent migration, company-scoped
APIs, and legacy GitHub import adoption.
- Reuse current caller grants and credential refresh. Combine and
deduplicate repository inventories across accessible connections. Pasted
public URLs also prefer the active user’s authorized connections. Tokens
stay in the Git child environment, never argv or disk.
- Fetch a shallow Git snapshot at one immutable commit. Scan the full
local tree, including hidden and nested folders. Read Git objects
without checkout or archive transformations and enforce nested package
boundaries.
- Bound Git downloads to 128 MiB and three minutes. Cancel active
process groups and remove incomplete downloads. Preserve cancellation
and deadlines while progress drains; close stalled HTTP progress streams
after 30 seconds. Reuse caller-scoped temporary snapshots for
preview/import after reauthorization.
- Index repository package boundaries once and cap expanded work at
1,000 packages, 10,000 files, and 100 MiB, including repeated copies of
shared blobs. Bound path depth and the shared path index. Discovery
keeps audited manifests without retaining all package bodies.
- Resolve moving branches before fetching so unchanged discovery reuses
caller-scoped snapshots. Limit active scans, scan frequency, and new
downloads per caller and company; quotas apply before metadata reads and
across connections, and cached scans do not consume the download quota.
- Store complete versions with script content, binary bytes, and
executable modes. Preserve these through copies, runtime caches, and
runner packaging.
- Stage downloads before publication. Use source leases, revision
checks, and transactional activity records. Keep installed versions
after failures, upstream deletion, deselection, and disconnect.
- Add the approved import flow, Sources page, selection tree,
provenance, read-only Studio behavior, and saved return from GitHub
setup.
- Add package manifests, commit-pinned file previews, and separate
runtime requirements and reference warnings. Supporting files are
included together; nested skills remain independently selectable.
Preview requests reauthorize the caller and re-audit package content.
- Show installed skills as compact links beneath each source. Repository
titles open GitHub. Keep Refresh, Select skills, and Disconnect source
in a three-dot menu. Source rows omit the branch, imported count, and
refresh timestamp; action alignment and repository titles work at narrow
widths.
- Stream discovery metadata over an opt-in NDJSON response. Show
measured Git download progress and real package/file counts, animate
newly checked skills, support cancellation, and require a complete scan
before selection. Keep the existing JSON API.
- Retain component stories and add a separate full-app journey story
group. Include fixed progress states and interactive scan,
large-repository, interruption, and saving stories.
- Update Skills documentation and product contracts. Suppress private
GitHub skill references in telemetry. Privacy review requested for the
telemetry changes.

## Verification

- Local repository typecheck, full build, token gates, and Storybook
build passed during this work. Focused transport, authorization,
scanner, persistence, route, and UI tests pass. The final UI refinement
passes all eight focused UI tests, UI typecheck/build, and token gates.
The scanner resource and repeated-discovery fixes pass 132 focused
scanner, transport, authorization, source-service, route, and rate-limit
tests, plus server typecheck/build. Full-suite verification comes from
CI; the older full local Vitest run was stopped after unrelated chat
failures and a font-test failure, all of which passed in fresh focused
runs. At commit `1098d5996`, all 54 active checks pass; two optional
Storybook jobs are skipped. CI covers repository typecheck, build, the
full test suites, browser shards, and the canary dry run. Greptile is
5/5 with no open findings; the security scan also passes.
- Adversarial scanner tests verify repeated-blob byte accounting with
and without declared sizes, package/file/path caps, one-time repository
indexing, metadata-only discovery audits, and nested package boundaries.
Additional tests cover branch movement, snapshot reuse, caller/company
quotas, isolation across connections, active-lease cleanup, quota
recovery, and rejection before any metadata API call.
- Real Git tests verify hidden paths, exact binary bytes, executable
modes, export-ignore preservation, symlink/submodule reporting, pinned
commits, caller-scoped cache reuse, cancellation, cleanup, and
credential isolation. Regression tests hold both download slots with
permanently blocked progress callbacks, verify timeout/cancellation
cleanup and retry, and exercise HTTP backpressure cancellation. Access
tests cover automatic public-URL connection selection and revoked
grants. Database tests verify company and grant audiences.
- Live isolated browser test: the public `anthropics/skills` scan now
completes and discovers all 20 skills without connecting an account.
Imported canvas-design with all 83 files, opened it from Sources, and
verified the installed binary-font preview/download control. Package
previews also expose the complete file inventory before import.
Cancelled an active Git download and retried successfully to all 20
discovered skills; the browser displayed measured download progress. The
current audits reject four other packages; eligible selections remain
importable.
- Browser checks verify the simplified source rows at desktop and narrow
widths, keyboard navigation into the actions menu, Refresh from the
menu, selection, and fixture disconnect with installed skills retained.
Storybook includes a menu-open checkpoint and a 320px layout.
- Storybook includes receiving/preparing download checkpoints and a
timed full-app import journey, plus cancellation, retry,
large-repository, and saving states. Streaming tests cover split UTF-8
frames, incomplete streams, late responses, cross-company requests, HTTP
errors, and JSON compatibility.
- Earlier live acceptance on this PR imported `stitch-skill` with
`DESIGN.md`, assigned it to an agent, disconnected its source, and ran a
successful Studio test that read both installed files. An editable copy
changed independently. Both Skills variants, mobile selection, and
return from GitHub setup were exercised.
- Private access, revoked credentials, OAuth success return,
binary/script preservation, concurrent refresh, transaction rollback,
version pins, and legacy adoption have automated coverage. A real
private-repository OAuth grant was not created during this test.

## Risks

- The migration groups recognizable legacy imports without provider
calls. Their first successful refresh completes the local package
snapshot.
- Reference checks are advisory. They cover Markdown links and explicit
relative resource paths, not arbitrary runtime dependency graphs.
Preview text is capped at 64 KiB; imported bytes remain complete.
- Git must be installed on the server. Shallow fetches still download
the branch snapshot, including files outside selected packages.
Downloads have size/time/concurrency limits. Temporary caches are
bounded and caller-scoped. GitHub API quota still applies to repository
metadata and the connection picker; content no longer uses per-file API
requests. Failed scans retain installed content.
- Sources depend on the current caller's GitHub access. A saved
connection does not grant access to another person's token.
- GitHub script support and immediate manual refresh are explicit
maintainer-approved requirements. The operator trusts the selected
repository and accepts upstream script and executable-mode changes on
refresh. Static audits are not a sandbox or a guarantee of safe code;
agents may later invoke installed helpers under their runtime
permissions. Import and refresh do not execute scripts, hooks, package
installation, or builds. Raw URL and skills.sh imports keep their prior
script restrictions.
- Source originals remain read-only. Refresh affects subsequent unpinned
runs; explicit pins and active runs retain their versions.
- The telemetry change removes source-managed GitHub identifiers from
skill-reference events. It introduces no event or field. Please review
the privacy boundary.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and
browser tools. The exact serving model ID and context-window size are
not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 13:32:58 -05:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps gateway gives agents governed access to external tools.
> - Browser Use Cloud can run browser work, but a tool result alone does
not let a person watch or take over.
> - A task needs a durable browser session, a visible viewer, and
recorded costs.
> - This pull request adds a Browser Use Cloud v4 connection and
interactive browser tabs on tasks.
> - People can follow the work, interact with the page, and retain the
browser after the agent finishes.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need governed access to Browser Use Cloud. People need to see and
interact with the same browser from the task. A browser must remain
available after a run finishes and appear at the correct point in the
task feed.

**Proposed solution**

Add a native REST connection for the v4 API. Bind each session to its
company, task, agent, and credential grant. Open its interactive viewer
in the task side panel. Record provider costs as financial events. Use
`browser-use-cloud` as the app and connector key. Keep its skill with
the connector and deliver it only with authorized connection tools.

**Alternatives considered**

A v3 MCP connection would expose tools without the v4 lifecycle
integration. An external viewer link would leave the task. A fixed
viewer size would prevent pages from responding to changes in the task
pane.

**Roadmap alignment**

This extends the governed Apps gateway and Connected Apps roadmap. It
uses the existing task, grant, secret, approval, and financial records.
The work was requested by the maintainer. A search found no duplicate
Browser Use connector PR or issue.

## What Changed

- Add the Browser Use Cloud app, brand asset, API-key connection, and
profile settings under the `browser-use-cloud` key.
- Bundle the `browser-use-cloud` skill with the connector. Keep it out
of global `skills/` discovery. Deliver it only with authorized task/run
connection tools. Remove retired connector skill keys from runtime
overlays and preserve unrelated browser skills.
- Expose seven v4 tools through the governed gateway and deliver them to
native and CLI agents.
- Persist sessions, browsers, runs, event and recovery cursors, shutdown
leases, and cumulative cost accounting. Recover uncertain paid starts
without replaying them.
- Enforce task ownership, credential grants, approvals, revoked access,
and budget limits.
- Add interactive task browser tabs and compact chronological feed
entries. Retain the viewer across tab switches and keep visible idle
browsers open.
- Add debounced automatic viewport fitting, standard size presets, and a
viewer ownership lease.
- Add lifecycle, authorization, accounting, viewport, UI, and Storybook
coverage.
- Add an idempotent database migration after the current master
migration. Preserve deployed migration hashes. Migrate pre-release Cloud
connection and financial keys without replacing grants, credentials, or
browser history.
- Document provider behavior, live acceptance results, and the lack of
documented passkey forwarding.

## Verification

- Full workspace typecheck and production build pass on the updated
branch.
- Token gates, brand asset validation, module boundaries, and migration
ordering pass.
- Cloud tests verify global skill exclusion, authorized task/run
delivery, unassigned agents, disabled connections, revocation, adapter
isolation, and secret exclusion. The existing AgentMail connector
assignment test also passes.
- Migration replay runs twice against existing browser work and
financial records. It preserves the records and avoids duplicate costs.
- The focused provider, app catalog, OpenAPI, connection gateway, and
migration regression suites pass. Recovery coverage includes lost
replies, process crashes, provider rejection, and browser arrival
acknowledgement.
- All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`,
including the full test matrix, browser E2E shards, build, typecheck,
security, and release canary. Two optional Storybook jobs are skipped.
- Greptile is 5/5 on the same commit, with zero unresolved review
threads. The corrected review uses the actual master-to-head diff.
- The local `pnpm test:run` started and was stopped after the full CI
matrix passed. It did not complete locally; the full-suite result above
comes from CI.
- Earlier live acceptance used an isolated company with a capped
provider credential. The agent opened paperclip.ing, the embedded viewer
accepted navigation, and the same browser stayed available after
completion and tab switches.
- The local Storybook build passes. Stories cover the panel, footer,
feed entries, settings, lifecycle failures, and viewport modes with an
offline viewer fixture.

## Risks

- Browser Use charges for hosted work. Provider caps and local budget
checks reduce exposure; reported costs can arrive after work completes.
- Viewer and CDP URLs grant access to the browser. The server validates
and restricts them. They are excluded from agent results and durable
event data.
- Runtime resizing of v4 agent browsers uses a provider option confirmed
by live testing but absent from its published agent schema. Resizing
during a click may invalidate coordinates. Fixed presets remain
available.
- Viewport ownership is process-local and resets on restart. The
lifecycle and accounting records remain in the database.
- The original intermittent embedded-viewer stall has not been fully
diagnosed. A bounded reconnect and active-session recovery cover the
observed failure paths.
- Live tests did not cover every revocation, approval, rate-limit, or
restart case. Deterministic integration tests cover those paths. Passkey
forwarding is not claimed.
- Unknown create outcomes keep the credential available for cleanup.
Run-list absence cannot prove a paid POST was rejected, so recovery
stays pending until it can identify provider work.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository search, code execution,
browser interaction, and test tools. The exact serving model ID and
context-window size were not exposed in this session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:13:16 -05:00
Devin Foley f38b5693f6 fix: always enable keyboard shortcuts (#14643)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has keyboard shortcuts for the inbox, task lists, cases,
and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and
`]`
> - Shortcut enablement was an instance-wide General setting until
#14141 moved it to a per-user preference that defaults to off
> - The move did not carry the old instance value over, so every
existing user lost shortcuts on upgrade and had to find a new toggle
under Profile settings
> - A toggle that only turns off a standard, input-safe feature costs a
setting, a database column, two API routes, and a React context for
little benefit
> - This pull request removes both the instance setting and the personal
preference and enables keyboard shortcuts for every signed-in user
> - The benefit is one less thing to configure, no silent loss of
shortcuts on upgrade, and less code to maintain

## Linked Issues or Issue Description

Refs #14141 (the change that introduced the personal preference).

**What existing behavior does this improve?**

Keyboard shortcuts in the web UI stay off unless each user turns them on
in Profile settings.

**Subsystem affected**

Web UI shortcuts, Profile settings, instance general settings, the
`/api/auth/preferences` routes, and the `user` table.

**Current behavior**

Shortcuts default to off per user. #14141 moved the toggle from Instance
settings → General to Profile settings and did not carry the old
instance value over. Users who had shortcuts on lost them after the
upgrade and had to find the new toggle.

**Proposed behavior**

Keyboard shortcuts are always enabled for every signed-in user. There is
no instance setting and no personal preference. Shortcuts already ignore
key presses inside text inputs and modal dialogs, so an opt-out is not
needed.

**Reason and benefit**

Fewer settings, no silent loss of shortcuts on upgrade, and removal of a
database column, two API routes, a query hook, and a React context that
existed only to gate this feature.

**Breaking changes**

`GET` and `PATCH /api/auth/preferences` are removed. `PATCH
/api/instance/settings/general` no longer accepts `keyboardShortcuts`;
that schema is strict, so the key now returns 400.
`instance.general.keyboardShortcuts` is no longer a valid
`PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a
warning.

## What Changed

- Removed the Keyboard shortcuts section from Profile settings, the
`useUserPreferences` hook, `queryKeys.auth.preferences`, and
`authApi.getPreferences` / `authApi.updatePreferences`.
- Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list,
legacy task list, cases, and task detail pages no longer gate their key
handlers.
- Removed the `enabled` option from `useKeyboardShortcuts`. The app
shell always registers the global shortcuts.
- Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI
entries, and the `currentUserPreferencesSchema` /
`updateCurrentUserPreferencesSchema` validators.
- Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the
general settings zod schema, the settings service defaults, and
`HIDEABLE_GENERAL_SECTIONS`.
- Added migration `0289_drop_user_keyboard_shortcuts`, which drops
`user.keyboard_shortcuts`.
- Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and
`docs/deploy/environment-variables.md`.
- Parsed the stored general settings row with
`instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a
retired key left in the row cannot reset the sharing preference to
`prompt` and overwrite the stored choice.
- Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open
modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before.
- Updated the affected tests and added a Profile settings test that
asserts the toggle is gone, a hook test for the modal dialog guard, and
a feedback service regression test for the retired-key case.

## Verification

- Typecheck passes for `@paperclipai/shared`, `@paperclipai/db`
(including the migration numbering and safety checks),
`@paperclipai/server`, and `ui`.
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/auth-routes.test.ts
server/src/__tests__/sentry.test.ts` → 119 passed.
- `pnpm exec vitest run ui/src/components/Layout.test.tsx
ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx
ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed.
- `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts`
→ 16 passed.
- `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7
passed.
- `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts`
(embedded Postgres) → the new retired-key test passes with the fix and
fails without it.
- Manual: sign in with no settings changed, open the inbox, press `j`
and `k` to move the selection, press `?` to open the cheatsheet. Open
Settings → Profile and confirm there is no Keyboard shortcuts section.

## Risks

- The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the
column has no readers after this change. If you roll back to a build
from before this PR after the migration has run, re-add the column
first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean
DEFAULT false NOT NULL;`. The older build's ORM selects that column when
it loads users.
- Any external client that still sends `keyboardShortcuts` to `PATCH
/api/instance/settings/general` receives a 400. No in-repo client does.
- Stored `instance_settings.general.keyboardShortcuts` values are
stripped on read and ignored.
- Users who never turned the toggle on now get shortcuts. The handlers
skip text inputs, contenteditable regions, and modal dialogs, so typing
is unaffected.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking and tool use.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-29 21:28:06 -07:00
DottaandPaperclip 83076d7e7c feat: return completed handoffs to Agent Chat (#14408)
Return completed Agent Chat handoffs through a durable outbox and scope each generated update to its supplied tasks. Add recovery, browser delivery, result access, and calibrated quality coverage.

Validated with two consecutive ten-case Claude/Codex campaigns, all CI checks, and a 5/5 review.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-29 10:25:52 -05:00
DottaandFry 3ca196b0a6 feat(agents): persist agent files across tasks without revision history (#14420)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - An agent needs personal files across tasks and sessions.
> - AGENTS.md is one file in that directory. Supporting files need the
same persistence.
> - The Instructions Editor and agent runs must share one current
directory.
> - Concurrent runs should apply only the files they change. The last
sync of the same file wins.
> - This pull request uses existing file transport and removes temporary
copies after sync.
> - Old instruction-only sessions keep their restore contract. New saves
do not create revision history.

## Linked Issues or Issue Description

Refs #14325. This replaces its revision-oriented design with persistent
agent files. Keep #14325 unmerged.

Transport prerequisite #14416 merged first at
`d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master
and remains below 100 changed files.

Related work: #4513 and #8798 cover instruction tooling. This change
handles run synchronization, cross-task personal files, browser editing,
and old-session restoration.

## What Changed

- Keep one current directory per company and agent. Point AGENT_HOME at
a temporary working copy for each active run. Keep task files and
provider HOME separate.
- Restore text, binary files, and nested folders through workspace
transport. Exclude remote agent files from task Git snapshots with a
self-ignoring file inside the reserved runtime directory; never write
through repository-controlled Git metadata.
- Collect after the provider and child processes have stopped. Keep
resumable conversation state.
- Apply changed and deleted files under the agent lock. The last sync
wins for the same file. Unrelated concurrent changes survive.
- Remove temporary copies after successful sync, rejected sync, and
staging failure. Register ownership before copying so restart recovery
can remove interrupted preparation. Retry transient synchronization up
to three times. Preserve the original remote lease reference until
deletion succeeds; restart cleanup never acquires a replacement sandbox.
Do not create captured directories or a conflict-review queue for new
runs.
- Keep browser editing, stale-draft protection, and streaming binary
downloads. Keep the instruction entry and text editor limited to 1 MiB.
- Keep historical agent-folder sync failures on their affected runs
instead of repeating them above current saved instructions. Preserve
legacy candidate review and current browser-save errors. Avoid duplicate
quota warnings while retaining separate sync failures when they describe
a different problem.
- Require target-scoped caller grants for peer instruction access, while
preserving self edits, responsible-user checks, and protected-change
consent.
- Treat full storage as a nonblocking run warning, never an agent pause
or run-admission failure. Restore already-over-quota saved folders so
ordinary agent cleanup can recover; warn on each run until cleanup. The
run detail view shows the warning.
- Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash
large files as streams. Check editor-save quotas with metadata instead
of hashing unrelated files.
- Preserve old native inputs, instruction-only copies, paths, digests,
and pending legacy candidates. Adopt old revision heads once. New writes
do not append history rows.
- Add idempotent migration 0287 and verify upgrades from the preview
tables and receipts.
- Add nine interactive stories under **Agents / Persistent files**,
including automatic incoming edits, stale browser drafts, and
storage-limit diagnostics.

## Verification

- Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after
merging current master and the landed transport prerequisite.
Integration required no manual conflict resolution; the feature remains
99 changed files. Full workspace typecheck, production build, token
gates, and 715 focused tests passed on this merge candidate. Fresh
Greptile review is 5/5 with no unresolved findings. All 55 checks
passed, with four conditional skips, including the build, typecheck,
browser E2E, and canary dry run. A single retry recovered four jobs
interrupted by runner shutdowns; no source changes were required.
- Historical-warning UI fix: all 6,834 UI tests across 640 files passed,
including regression coverage for three old failures, legacy preserved
edits, and warnings scoped to the affected run. Full workspace
typecheck, production build, Storybook build, and token gates passed.
Browser-verified Storybook playtests passed for Historical Failures
After Successful Save, Storage Limit, and Full Storage Run Warning.
- Review follow-ups at `4e20c9fb2`: all 18 focused tests passed,
including external Git directories, linked worktrees, symlinks,
hardlinks, and distinct I/O failures alongside storage warnings. Server
and UI typechecks, token gates, and the production build passed.
- Storage warning regressions at `0724f3012`: all 33 directory tests and
all five heartbeat-list tests passed, with no skips in their successful
runs. They cover repeated runs while full, an already-over-quota saved
folder, cleanup, warnings retained after unrelated save failures, and
bounded warnings in large result JSON. Server typecheck passed after the
final warning fixes.
- Full workspace typecheck, production build, and token gates passed
during this follow-up. Product E2E harness: 631 tests passed across 52
files; harness typecheck passed. Earlier native session/context and
directory/legacy collection suites passed 537 tests; Runner
unit/transport suites passed 329 tests.
- **Real E2E at `0724f3012` (before this follow-up):** legacy local
Codex and native Daytona Codex each passed six tasks, one server
restart, seven independent assertions, and cleanup verification. Both
prove browser-to-agent edits, agent-to-browser edits, nested/binary
restoration, per-file last-sync-wins, a successful run after an
oversized save rejection, and cleanup clearing the warning.
- Native local Codex also passed the six-task quota flow before the
final warning-retention fixes. That pass began at `918d1ed02` while the
bounded-result warning fix was being edited, so it is not claimed as
exact-final-head evidence. Its final-head rerun failed during embedded
PostgreSQL bootstrap before any provider run: the macOS host had 87,365
of 87,381 SysV semaphores occupied. No unrelated services or kernel
limits were changed.
- The final-source report intentionally records **2/3 cells passed**,
preserving the blocked native-local attempt:
`tests/runner-e2e/results/agent-files-quota-final-20260928-report/`.
Earlier failed attempts and provenance notes remain under
`tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and
the original campaign directories.
- Daytona used immutable image
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf`
and its exact Linux runner binary. Controller source is `0724f3012`;
image source is recorded separately.
- Legacy-session compatibility and all three ACP Stop/resume browser
regressions passed on the prior validated feature head
`169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same
provider session is retained and interrupted writes are not replayed.
Migration upgrade tests also passed earlier.
- Nine interactive stories are under **Agents / Persistent files**,
including **Full Storage Run Warning**. Its playtest and visual browser
inspection passed; the warning states that runs continue and the editor
remains available.
- Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs
skipped, no failures or pending checks. All eight browser E2E shards and
their aggregate passed. Fresh Greptile review is 5/5 with no findings;
all review threads are resolved, the security scan passed, and GitHub
reports no merge conflicts.
- The broad local follow-up test run was interrupted after host
semaphore exhaustion affected isolated PostgreSQL instances. It also
encountered the existing macOS long-path fixture failure and two timeout
failures. This is not a claim that the full local suite passed. Logs are
retained; focused storage/warning tests passed.

## Risks

- A later sync can overwrite an earlier edit to the same file, including
a saved browser edit. There is no text merge or retained version. This
is the intended last-sync-wins policy.
- A save that exceeds a storage limit is rejected and its temporary copy
is discarded. The run itself continues normally, and later runs restore
the last saved files with a warning until cleanup. Transient sync
failures get bounded retries. An I/O failure partway through a sync can
leave some files updated; a failed receipt does not claim whole-folder
success.
- Larger folders increase copy time, network traffic, and temporary disk
usage. Active runs still need working copies. Terminal runs do not
accumulate archives. Operators must provision disk for agents and
configured concurrency; these limits are not company-wide quotas.
- A restored old native session remains instruction-only until a fresh
session starts. Its original conflict fence and existing pending
candidates remain compatible.
- Provider processes close at the collection boundary. Conversation
resume remains available, but warm process reuse is lost.
- Backups must include the instance filesystem and database. External
bundles keep their existing behavior until explicitly moved to managed
storage.

## Model Used

OpenAI Codex, GPT-6 family. The session does not expose a more specific
model ID or context-window size. Reasoning, code execution, and browser
tools assisted this change. Real provider E2E uses `gpt-5.6-sol`.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Fry (Paperclip) <noreply@paperclip.ing>
2026-09-29 08:25:56 -05:00
DottaandPaperclip 14795136f5 fix(runtime): finalize and recover sandbox workspace exports safely (#14402)
Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider.

Consolidates #14314, #14315, #14329, and #14334 while preserving the already-merged finalization label changes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-28 10:57:32 -05:00
DottaandPaperclip 3447609d22 fix(runner): stream and page large API responses within capture budgets (#14301)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use governed API tools to inspect task evidence.
> - Large API results become saved assets with short previews.
> - Reading an asset through the same tool used to create another asset,
so the agent could not reach the rest of the evidence.
> - The 10 MiB response cap also blocked useful large results. Removing
all bounds allowed excessive disk use.
> - This pull request streams responses up to 1 GiB and makes saved text
readable in bounded pages. It adds durable run budgets and capture
admission limits.
> - Agents can inspect complete evidence while tool results, memory use,
and capture work stay bounded.

## Linked Issues or Issue Description

**What happened?**
A large response became an asset. Reading that asset returned another
asset and the same preview. Responses above 10 MiB failed before the
agent could read any page.

**Expected behavior**
The agent can fetch a large response and read its saved text to EOF.
Each page stays bounded. New snapshots have a generous finite limit and
a durable run budget. Existing larger assets remain readable through
byte ranges.

**Steps to reproduce**
1. Call a GET operation that returns more than 10 MiB of text or JSON.
2. Before the fix, the tool returns `api_transport_failure`.
3. With this change, responses up to 1 GiB become streamed snapshots
with artifact references.
4. Read `GET /api/assets/{assetId}/content` with `responseText:
{offsetBytes: 0, limitBytes: 8192}`. Follow `nextOffsetBytes` until
null.

Related work: #14186 added the API fallback tools. #14218 bounded API
discovery.

## What Changed

- Add authenticated UTF-8 text windows to `call_api`, with byte offsets
and total size. Keep each page at or below 24 KiB.
- Stream new responses above 24 KiB through private temporary files into
company-owned assets. Bound each capture to 1 GiB of decoded bytes.
Reject oversized declared lengths before reading and count streamed
bytes before writing.
- Reserve capture budget in the run record before spilling. Allow 4 GiB
per run. Settle successful captures to their actual size. Failed or
interrupted captures retain their full 1 GiB reservation. Run restarts
do not reset the budget.
- Enforce a 20 GiB company snapshot quota with database reservations.
Count legacy snapshots and unfinished storage work across runs and
processes. Asset deletion frees quota.
- Limit large captures to two per company and four per server process.
Hold slots through storage upload and temporary-file cleanup. Use a
10-minute download deadline and 30-second connection/idle-read timeouts.
- Return explicit size, budget, busy, and timeout errors. Preserve
unknown outcomes for mutations whose response cannot be captured.
- Read saved assets through authenticated storage ranges, with at most
two extra bytes for UTF-8 and EOF handling. Unpaged reads return the
existing asset and digest with a bounded preview. Reads create no copies
and do not consume capture budget.
- Keep existing assets above 1 GiB readable in pages. Use safe integer
offsets and PostgreSQL `bigint` asset sizes.
- Stream large S3 uploads through ordered multipart requests. Abort
failed uploads and remove partial local files.
- Revalidate run authority during downloads. Keep company authorization,
GET-only text paging, redirect denial, and mutation replay receipts.
- Document the separate 10 MiB upload limits. This PR does not raise
memory-buffered attachment ingestion limits. Future large video uploads
need streamed ingestion and storage quotas.

## Verification

- Full workspace `pnpm -r typecheck` and `pnpm build` pass after
rebasing on master.
- Focused API and response tests: 1,761 pass. Cover declared and chunked
oversize responses, incorrect Content-Length, exact-limit success,
active-stream deadline, cancellation, cleanup, concurrency admission,
and mutation outcome handling.
- Real HTTP integration: 28 tests pass, including runnerd → PRP →
authority → HTTP, a 12 MiB snapshot, final-page/EOF reads, cross-company
denial, a persisted 3 GiB sparse asset, and large mutation receipt
replay.
- The HTTP suite verifies durable run-budget accounting, simultaneous
runs competing for company quota, legacy snapshot accounting, deletion
refunds, failed-storage reservations, cleaned-failure refunds,
metadata-rollback cleanup refunds, preservation after a lost commit
acknowledgement, and small/saved reads after capture-budget exhaustion.
- A standalone proof streams exactly 1 GiB through the production
capture helper, verifies the final bytes, and removes its temporary
file. It uses repeated 256 KiB chunks and records a peak process RSS of
191 MiB.
- Earlier storage verification covers exact S3 multipart boundaries,
cleanup/abort failures, and a 17 MiB transfer through the real AWS SDK
to a local HTTP S3 endpoint. No cloud S3 qualification was run for this
follow-up.
- The local full test run was interrupted for the company-quota changes.
A later targeted run hit exhausted macOS shared-memory slots before
tests started; two unattached PostgreSQL segments with dead owners were
reclaimed before retrying. All 55 current-head checks pass at
`aebb80ceeeee77d5a56b67bfffd835f2f846878c`, including the full CI test
suite, typecheck, build, browser suites, security scan, and Greptile
(5/5). There are no unresolved review threads. The combined rebased test
catalog also passes (48 tests).
- Earlier paging acceptance passed Daytona and separate staging at
`7739879e9`. Those runs predate the streaming and budget changes.

## Risks

- The 1 GiB response cap and 10-minute active-download deadline are
intentional product limits. Larger live results must use endpoint
pagination or a direct file workflow. Existing larger assets remain
readable through bounded ranges.
- A durable 20 GiB company snapshot quota counts stored runner-api
assets and active/orphan reservations across runs and processes. The
operator can set PAPERCLIP_RUNNER_API_COMPANY_CAPTURE_MAX_BYTES to a
finite value of at least 1 GiB. Deleting snapshots frees capacity;
possible orphan storage must be reconciled before releasing its
reservation.
- A failed capture uses its full reservation. A new large capture needs
a full 1 GiB available, even if it later completes at a smaller size.
Small reads and existing asset pages remain available.
- Concurrency limits apply per server process. The run byte budget is
shared through the database.
- The `integer` to `bigint` migration rewrites asset metadata and takes
an exclusive table lock. File bytes stay in storage.
- A live endpoint is fetched once before returning its snapshot.
Continue reading the saved artifact for stable pages. Mutations may
commit before any size or transport error; inspect state before
retrying.
- Attachment uploads and native file handoffs still default to 10 MiB.
Raising buffered ingestion paths to GiB sizes is separate work.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and repository tools.
The runtime does not expose an exact serving model variant or
context-window size. The earlier paging work also used browser testing
and subagents.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-28 10:36:32 -05:00
DottaandCodie 01d9a12185 fix: make keyboard shortcut enablement a personal preference (#14141)
Store keyboard shortcut enablement per user and expose it in Profile settings.

Co-Authored-By: Codie <Codie@users.noreply.github.com>
2026-09-26 11:50:04 -05:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people start and continue agent tasks from other
services.
> - A Slack conversation needs access to its surrounding discussion and
Slack collaboration tools.
> - The agent must use the linked requester's access and keep private
material within its permitted audience.
> - This pull request adds Slack tools through the existing connector
contribution and approval framework.
> - People can ask an invited bot to read a discussion, create follow-up
tasks, and collaborate in Slack.

## Linked Issues or Issue Description

**Subsystem affected**

Chat connectors, connector runtime, tool gateway, and connection
Settings/Access.

**Problem or motivation**

Slack-origin tasks can receive messages but cannot inspect the rest of a
channel or act through the originating bot. People must paste context or
configure a separate integration.

**Proposed solution**

Supply typed Slack tools and a bundled skill only to the originating
task and assigned agent. Resolve the linked requester on the server.
Check bot and requester access before reads and writes. Use existing
durable actions and approvals. Retrieved messages remain source
material.

**Alternatives considered**

Slack's user-OAuth MCP server does not replace the customer-created chat
bot. An unrestricted Web API proxy would not provide suitable permission
or publication boundaries.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps work with a provider
contribution. It does not add a task dispatcher or a separate Slack task
lifecycle. Related: #11144 covers generic per-user MCP grant execution;
this change binds Slack bot operations to chat-origin tasks.

## What Changed

- Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and
shared native/HTTP execution.
- Bind tools to company, endpoint, task, run, assigned agent, and
admitted linked requester. Check membership and revocation on each call
and before queued writes.
- Add paginated reads, bounded history search, source links, messages,
file uploads, reactions, pins, bookmarks, topics, canvases, lists, and
approved channel operations.
- Restrict private-source publication, including automatic replies and
uploaded deliverables. Keep other people's bot DMs inaccessible.
- Reuse action receipts, idempotency, approvals, and reconciliation.
Suppress an identical explicit-send/final-reply duplicate. Return
governed results through their verified originating conversation.
- Add endpoint-bound personal search OAuth storage and lifecycle. Keep
native real-time search disabled until a runtime meets Slack's
transient-result requirements. Current runtimes use bounded history
search.
- Show capabilities, scope upgrades, and personal search authorization
in Settings/Access and Storybook. Document provider and runtime limits.

## Verification

- Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no
unresolved findings. One unchanged rapid-callback timing test passed on
a single CI retry.
- Approval presentation regressions cover board-comment precedence and
exact Slack publication; the expanded database assertion passed in CI.
The local PostgreSQL startup probe later became unavailable, so that
final assertion was verified in CI. Slack setup and failed-run retry
browser tests also passed locally.

- Full workspace typecheck and build passed. Server typecheck/build
passed again after the approval routing fix.
- Broad local suites passed in separate groups: server 12,958 tests, UI
6,555, shared 770, skills catalog 20, and other workspace packages
2,652. CLI and serialized server checks passed after environment/timeout
retries. These are composite results, not one uninterrupted green
full-suite invocation.
- PostgreSQL authority regression covers admitted identity,
cross-company/task/agent rejection, recovery, retained-session
revocation, OAuth refresh/disconnect races, approval execution, exact
publication lineage, retries, uncertain sends, and duplicate
suppression.
- Gateway/response regressions cover separate-origin approval batches
and durable continuation. Focused provider, access, search, native
runtime, route, and AgentMail regressions pass.
- Storybook capability, missing-scope, OAuth configuration,
authorization, and disconnect states were inspected in the browser.
- Live staging: read a channel decision and full thread, create exactly
two assigned backlog tasks, add a reaction, paginate discovery to
exhaustion, and return bounded search matches with source links and
coverage.
- Live staging: create/edit/read a canvas and list, inspect the canvas
in Slack, post/edit one message, and create a channel only after
approval. New channels remain disabled for responses.
- Live staging: read a response-disabled channel from the requester's
DM; writes to that channel were denied. The test setting was restored.
- Final live retest passed: explicit file upload and exact content
read-back; approved deletion of only the disposable bot message;
continuation confirmation returned to the original Slack thread without
repeating the action.
- Optional OAuth, private multi-user boundaries, native RTS, and CLI
provider execution are not fully live-qualified. The staging agent
initially supplied malformed tool arguments; valid arguments succeeded,
and the tool/skill descriptions now emphasize UUID write keys.

## Risks

- Existing Slack apps must add scopes and reinstall for new
capabilities. Provider plans and document permissions can still restrict
operations.
- Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET`
for governed tool actions. The staging instance was configured with
explicit operator approval; fleet provisioning is a separate gap.
- Native RTS is not exposed on current transcript-retaining runtimes.
Bounded history scans are deliberately reported as incomplete. Inline
file reads support text/canvas content up to 256 KiB; other types return
metadata.
- Private document edits fail closed when the full audience cannot be
verified. Uncertain effects other than posts/uploads require inspection
instead of blind retries.
- Shared approval-delivery code now separates outcomes by source run to
preserve origin boundaries. No database migration is required.
- A separate completion-validator gap remains when the agent cites a
prior run's registered artifact during finalization. It asked for
registration again even though Slack delivery was confirmed. This change
does not add a connector-specific task-completion policy.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser testing. The exact deployed model identifier and context-window
size were not exposed in the session.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 15:29:07 -05:00