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23
Commits
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141c5b1340 |
feat(onboarding): Figma pass over the tenant arc (#12726)
Takes the four tenant onboarding steps to the design, and makes the model choice explicit. **Nothing is preselected on the connect step.** It arrived with a source already chosen, which made the row read as a confirmation rather than a question and let a customer pass the step having touched none of it. The step now opens unanswered and cannot advance until a source is selected in the visible row. Two defects fell out of that, both found by Greptile in review: - A saved draft can name an adapter the row does not show — one the registry dropped, or one in the advanced list. The gate asked `sourcePicked`, which only means "a draft named something", so Next stayed live on a step that had visibly asked nothing and would hire against the hidden name. It now asks `sourceSelected`, read off the visible row, and the snap that replaces an unofferable adapter clears the pick rather than presenting its replacement as chosen. - Cmd+Enter bypassed that gate entirely, because the condition was written out twice and drifted. Both paths now ask one predicate. Also: selection is a fill rather than a border; the input canvas opens only for a chosen source; the close control is gone from every step (nothing downstream of the connect step works until a model is connected); the arc draws to the design's 424px column with a filled 44px name field; the CTA reads "Next" through the arc and "Get started" at the end; the login spinner reads "Preparing..."; the OAuth panels number their fields and show the URL above the code. Storybook: the arc stories waited for a button named "Connect" and had been silently rendering the wrong step since the CTA was renamed. They now wait on the destination heading. Three e2e specs had the same fault and now select a source before advancing. One test was removed rather than replaced — `hydrates again when the same company comes back through onboarding` drove the close control, and three substitutes each passed against a wizard with the behaviour deleted. The reason is recorded where it stood. Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for "create a new organization", and with no exit an existing user who changes their mind is trapped. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> |
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42c6f8a424 |
Onboarding: model source tiles, one input canvas, and Storybook coverage for the agent arc (#12613)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet it through onboarding, whose last three steps run
inside the tenant: create an agent, connect a model, review
> - The connect step is the one that decides whether the agent can run
at all, and it had drifted — three contributors changed it in parallel,
and its visual language no longer matched the rest of the flow
> - It also could not be looked at without a provisioned stack, so
defects in it were only found by walking a real signup, and the review
step behind it could not be reached at all when it failed
> - This pull request brings the visual work onto the sign-in behaviour
that already shipped, and adds Storybook coverage for all three steps
> - The benefit is that the step is easier to read, and that it can now
be inspected and driven before it ships rather than after
## Linked Issues or Issue Description
**What existing behavior does this improve?**
The onboarding connect-a-model step. It presented the model choice as a
dropdown plus an "Advanced settings" disclosure, and put each credential
type in a different place, so the controls below moved whenever the
choice changed.
**Subsystem affected**
Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and
its Storybook coverage.
**Current behavior**
The step offered every registered adapter through a disclosure.
Credential entry appeared in a different shape per source. None of the
three agent-arc steps could be rendered outside a provisioned cloud
stack, so the sign-in panel and the review step were only reachable by
walking a real signup.
**Proposed behavior**
Two brand tiles for the recommended sources, a link that switches
between subscription and API-key credentials, and one canvas that holds
whichever input the current choice needs. Storybook stories mount the
real wizard against fixtures and walk it forward, so every step and its
states can be inspected locally.
**Reason and benefit**
The step reads as one decision rather than three scattered ones, and its
furniture stays still while the choice changes. The stories mean a
regression in it is visible before release instead of during a signup.
**Breaking changes**
No API or schema change. One behavioural narrowing, described under
Risks.
## What Changed
- Replaces the adapter dropdown and "Advanced settings" disclosure with
`ModelSourceTiles` — brand tiles for Claude Code and Codex.
- Adds `CredentialModeLink`, a text toggle between subscription sign-in
and API keys, replacing the disclosure.
- Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or
the API-key field and resizes between them, so the Connect button below
does not move.
- Keeps the existing sign-in behaviour unchanged. `AgentConfigForm`
changes are presentation only — the provider name in the title, the CTA
wording, and `space-y` to `gap`. No change to the login mutations,
queries, or session handling.
- Restores the sleep marks on the dormant agent for the two steps before
the hire.
- Adds Storybook stories for all three agent-arc steps, with fixtures
for the environments, auth signal, both adapters' login flows, and the
hire.
- Copy: names the provider being signed in to ("Sign in to
Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name
helper text.
## Verification
- `pnpm vitest run src/components storybook` in `ui/` — 139 tests over
the touched suites, 1986 across `src/components`.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back
button, steps 2 and 3 do.
- The sign-in gate: on `Connect a model`, press Connect without signing
in. It holds on step 2 and reports "No working authentication was
found." On `Review`, which fixtures an authenticated signal, Connect
reaches the review step.
- Both providers' login flows: press Sign in on the Claude tile for the
authorization URL and browser-code field, and on the Codex tile for the
device URL and code.
- The Claude sign-in was also walked end to end on a staging tenant,
including the OAuth redirect and pasting the code back.
## Risks
- **Onboarding now offers two model sources instead of every registered
adapter.** `ModelSourceTiles` is fed the `recommended` set, which is
`claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode
and Paperclip Runner are no longer selectable *during onboarding*. This
is deliberate. The full list is unchanged in agent settings, which is
where an adapter can still be switched after the agent exists, and
adding a source back is one `recommended: true` in
`adapter-display-registry.ts`. Flagging it because it is the one
behavioural narrowing here and it is not visible from the diffstat.
- The API key entered on this step is held in component state and
deliberately never written to the onboarding draft, because that draft
is `localStorage`. A customer who leaves mid-step re-enters the key;
that is the intended trade.
- Storybook-only risk: the fixtures now answer the environment test from
the story's auth state. If a future change moves the hire's gate off the
`adapter_auth_missing` check code, the stories would keep passing while
the product regressed. The gate is asserted in the adapter packages' own
tests, not here.
- Motion changes are low risk and reversible: the input canvas animates
its contents only, and its container was deliberately left unanimated
after an animated wrapper clipped the sign-in panel.
## Model Used
Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the Storybook stories.
## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
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4436cf00a2 |
Render the onboarding agent arc's real steps in Storybook (#12369)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New tenants meet it through an onboarding wizard: create your agent, connect a model, review > - Those three screens only render for a signed-in account that owns a provisioned stack, so the only way to look at one was to walk a real signup > - Round 4 redesigned all three and shipped them without anyone seeing them render; when the connect step then failed on a live stack, the review step behind it could not be reached at all > - Storybook already mounts the app's provider stack and stubs `/api`, and already has an `Onboarding/Agent arc` story — but that story previews `AgentCapsule`, which the wizard stopped using in round 4 > - This pull request mounts the real wizard in Storybook at each step, and replaces the stale capsule stories with the component the arc actually renders > - The benefit is that these screens can be reviewed, and regressions seen, without provisioning anything ## Linked Issues or Issue Description No existing issue. Describing it inline, following `.github/ISSUE_TEMPLATE/enhancement.yml`. **What existing behavior does this improve?** Reviewing the tenant onboarding wizard. Today it can only be seen by signing up for a real account and provisioning a real stack. **Subsystem affected** `ui` — the onboarding wizard and its Storybook coverage. **Current behavior** `OnboardingWizard` renders only for a signed-in account that owns a company. There is no route, harness, or story that mounts it, so no screen in the agent arc can be looked at in isolation. The existing `Onboarding/Agent arc` story previews `AgentCapsule` in `slot`/`configured`/`online` and describes it as what "the wizard holds in one tree slot" — round 4 replaced that with `PillGuy` and `dormant`/`alive`, so the story documents a component the arc no longer renders. **Proposed behavior** Stories that mount the real `OnboardingWizard` at each of the three steps against the existing Storybook API fixtures, plus stories for `PillGuy` and its transition. **Reason and benefit** Round 4 shipped three redesigned screens that nobody could see. The connect step then failed on staging, which made the review step unreachable even with an account — reviewing it required hand-editing `localStorage`. Stories remove that whole class of problem. **Breaking changes** None. Storybook-only; no product code is touched. ## What Changed - `CreateYourAgent`, `ConnectAModel`, `Review` — the real wizard, per step. - `PillStates` and `PillMorph` — the two states, and the transition on a loop with a toggle. The morph is the arc's payoff and the hardest thing to judge from a still. - Replaces the `AgentCapsule` stories in this file with `PillGuy`. `AgentCapsule` is still used by `DesignGuide` and keeps its coverage there. - Four routes added to the Storybook fetch fixtures: `/api/instance/settings`, `…/environments`, `…/adapters/:type/models`. The empty environment list is the cloud-tenant shape, and also the state that produces the "no managed sandbox environment is available" notice — worth being able to look at rather than only meeting it on a live stack. ## Three properties of the wizard the stories had to respect Each of these cost a debugging cycle, so they are documented at the call site: 1. **The draft is seeded during render, not in an effect.** Roughly twenty `useState(saved?.x ?? default)` initializers read the restored blob exactly once, so a draft written after mount arrives too late. 2. **Nothing mounts until the companies list settles.** The wizard's own mount gate waits on `isFetching`, but that query is *disabled* until the account settles, and a disabled query is not fetching. Mounting straight away gets an inner wizard that reads a null draft, falls back to `initialStep`, and then persists that back over the seed. A real session never hits this because the dashboard has already loaded the list. 3. **The review step opens with no `initialStep`.** An explicit option takes precedence over saved state by design, so passing one clamps 5 to 4 and lands on Connect. ## Verification - `npx vitest run src/components/OnboardingWizard.test.tsx src/components/OnboardingWizard.step.test.tsx` — 44 tests, all passing. - `npx tsc -p tsconfig.json --noEmit` — no new errors. (`src/lib/sentry.*` reports pre-existing missing-type errors for `@sentry/browser` on master.) - Each of the three step stories loaded in a running Storybook and read back: - `create-your-agent` → "STEP 1 OF 3 / Create your first agent / Name / Next" - `connect-a-model` → "STEP 2 OF 3 / Connect a model / Paperclip works with your existing subscription or API keys. / Claude Code / Codex / Advanced settings / Connect" - `review` → "STEP 3 OF 3 / Let's get started... / Darnold is ready to work! / Get started" One difference from a real walk, worth knowing before treating a story as ground truth: the review story has no Back button, because `entryStep` is 5 there and back-navigation is bounded by where the run entered. ## Risks Low. Storybook-only — no product code, routes, or bundles change. The four added fetch fixtures are inside the Storybook mock and cannot affect the app. The one thing to watch: these stories mount the real wizard, so a future change to how it restores drafts or decides its initial step can break them. That is arguably the point — the stories would be the first place it shows — but it does mean they are coupled to internals rather than to a prop surface, and the three notes above are what a maintainer needs. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use: file editing, shell, and browser automation for loading and reading back each story. ## 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 - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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bc1a21564f |
Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling
## Linked Issues or Issue Description
No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.
**What existing behavior does this improve?**
The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.
**Subsystem affected**
Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.
**Current behavior**
The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.
**Proposed behavior**
The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.
**Reason and benefit**
Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.
**Breaking changes**
The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.
## What Changed
- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.
## Verification
Commands run from the repository root:
- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`
New tests added:
- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.
## Merge with master
`master` moved while this was open, and the merge needed two
resolutions:
- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
`0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
passes.
The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.
## Risks
- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.
## Model Used
Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.
## 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
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8f1e3cfe24 |
feat(observability): add opt-in Sentry error monitoring for the server and the browser (#12190)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server and the browser need clear error reports when an operator enables external monitoring. > - Paperclip already uses an opt-in OpenTelemetry pattern for server traces. > - Sentry can provide error reports for both runtime paths when the operator sets one data source name. > - This pull request adds one opt-in Sentry gate for the server and the browser. > - The benefit is faster diagnosis while the default setup sends no Sentry data. ## Linked Issues or Issue Description **What is improved?** Paperclip gains optional error monitoring for server and browser failures. **Subsystem affected** Cross-cutting (server, UI, and shared authentication data). **Current behavior** Paperclip has no built-in Sentry error capture for server failures or browser boundary failures. Operators must inspect local logs and browser tools. **Proposed behavior** When the operator sets `SENTRY_DSN`, the server and authenticated browser use the same Sentry project. When the variable is absent, both paths stay inactive. The server loads Sentry dynamically and fails open when the optional package is absent. **Reason and benefit** Operators can inspect runtime errors in one Sentry project. The default setup remains local and sends no monitoring data. **Breaking changes** None when `SENTRY_DSN` remains unset. Authenticated session responses add the optional `sentryDsn` field. **Additional context** The implementation uses built-in Sentry privacy options. It disables default HTTP context and breadcrumb integrations and keeps `sendDefaultPii` false. ## What Changed - Add an opt-in server Sentry gate with dynamic package loading and fail-open behavior. - Add the Sentry data source name to the authenticated session response. - Add an authenticated browser Sentry gate and React error boundary capture. - Add tests for server, browser, route, and application error paths. - Document activation, installation, privacy settings, capture behavior, and operator controls. ## Verification - Run `npx vitest run server/src/__tests__/sentry.test.ts`. - Run `npx vitest run ui/src/lib/sentry.test.ts`. - Run `npx vitest run server/src/__tests__/auth-routes.test.ts server/src/__tests__/shutdown.test.ts`. - Confirm that the full continuous integration suite passes on this pull request. - Leave `SENTRY_DSN` unset and confirm that the server and browser gates stay inactive. - Set `SENTRY_DSN` and install the optional Sentry packages before a manual capture check. ## Risks The operator controls the Sentry project and accepts the data risk when the operator enables the feature. Error objects can contain messages, stacks, or cause chains with private values. The default configuration sends no data because the feature stays off without `SENTRY_DSN`. A missing optional server package does not stop server boot. ## Model Used OpenAI Codex, GPT-5, with tool use, repository inspection, GitHub CLI operations, and code review support. ## 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> |
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f554d67377 |
fix(server): add explicit review verdict policies (#10931)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issues use `in_review` to request a final decision from an authorized writer > - The server rejected an assignee agent that tried to close its own review, even when the issue had no independent-review rule > - This rejection stopped the default agent workflow and did not represent the configured execution-stage rules > - Paperclip needs an open default and explicit issue-level constraints for teams that require an independent or human verdict > - This pull request removes the unconditional rejection and adds `anyone`, `not_creator`, and `human_only` review policies > - The benefit is a working default path with opt-in, authenticated verdict controls ## Linked Issues or Issue Description Refs #10635, #4429, and #10671. The related public work covers execution-stage independence, self-approval fallback behavior, and durable review paths. This change is distinct. It controls who can resolve an issue review verdict. It keeps configured execution stages active. ## What Changed - Added a nullable `review_policy` issue column. Null has the same meaning as `anyone`. The migration does not backfill existing issues. - Added shared create, update, response, and compact issue contracts for `anyone`, `not_creator`, and `human_only`. - Removed the unconditional agent self-approval rejection for `in_review` issues. - Added one reusable verdict-actor check for terminal status changes and pending interaction accept or reject actions. - Used the authenticated principal type for `human_only`. Agent keys and run tokens remain agent principals. - Used the latest transition into `in_review` to identify the requester for `not_creator`. - Added actionable 403 responses that name the policy, the allowed actor, and the next step. - Kept the configured execution-stage transition and signoff behavior. - Added focused contract, helper, status-route, interaction-route, and execution-stage regression tests. - Updated the implementation specification for the new issue field. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts --reporter=dot` passed: 42 tests. - `pnpm --filter @paperclipai/shared typecheck` passed. - `pnpm --filter @paperclipai/db typecheck` passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/server typecheck` passed. - `pnpm run typecheck:build-gaps` passed across server, CLI, plugin SDK/examples, plugin wiki, and UI. - `git diff --check origin/master...HEAD` passed. - SecurityEngineer review approved the authenticated-principal checks and accepted policy-relaxation tradeoff with no required changes. - Greptile reviewed the latest head at 5/5 with zero inline comments or follow-ups. - The latest-head GitHub rollup passed build, typecheck, server/workspace tests, serialized suites, canary, e2e, and external security checks. ## Risks - The migration adds one nullable text column. It has no default and no backfill. - `not_creator` reads the latest recorded transition into `in_review`. It denies the verdict when it cannot identify the requester. - Agents can change or relax `reviewPolicy` when they have issue write access. This is intentional for this issue-level control. - Null and `anyone` do not add a database query to the verdict path. - Configured execution-stage checks still run after the issue-level policy check. > This work aligns with the completed "Agent Reviews and Approvals" and "Enforced Outcomes" roadmap items. It does not add a new roadmap capability. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context-window size are not exposed to the agent. The run used reasoning, repository tools, code execution, and GitHub CLI access. ## 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> |
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72b509c895 |
Recognize delivered workspaces and reap terminal worktrees (#10908)
## Thinking Path > - Paperclip separates workspace provisioning lifecycle from whether the work was actually delivered. > - Git ancestry alone cannot recognize squash merges or deliveries into a branch other than the workspace base. > - A merged pull request linked from a terminal issue is stronger delivery evidence for those cases. > - The read contract should expose that evidence without changing persisted workspace schema. > - Cleanup must remain conservative: terminal descendants, delivered work, and no active run checkout are all required. > - Reusing the existing cleanup primitives keeps service shutdown, lease cleanup, activity logging, and archival behavior consistent. > - Focused regression coverage locks in both the honest read signal and the fail-closed reaper guards. ## Linked Issues or Issue Description **What existing behavior does this improve?** Execution workspace close-readiness payloads and terminal workspace cleanup. **Current behavior** Delivered squash-merged or cross-branch workspaces can remain `active` and report a permanent “not merged” warning because git ancestry does not contain their original commits. **Proposed behavior** Read payloads distinguish PR-confirmed delivery, ancestry delivery, unmerged work, and unknown state. Fully terminal delivered workspace trees are archived only when no active run holds the checkout. **Reason and benefit** Operators and automation receive an honest delivery signal, while shipped worktrees stop looking active forever and genuinely unmerged work retains its warning. **Breaking changes** The workspace payload gains a derived field. Existing fields and persistence remain unchanged; no database migration is required. **What happened?** A delivered workspace can remain `active` and warn that it is not merged forever after its issue ships through a squash or cross-branch pull request. **Expected behavior** Pull-request delivery should be represented honestly, and a fully terminal delivered workspace should become cleanup-eligible when no run holds its checkout. **Steps to reproduce** 1. Create an issue workspace with commits ahead of its configured base. 2. Deliver those commits with a squash merge or into a different target branch. 3. Mark the source issue and descendants done, then read workspace close readiness. Before this change, the workspace remains active with a “not merged” warning indefinitely. ## What Changed - Added the derived `deliveryState` workspace contract: `merged_via_pr`, `merged_by_ancestry`, `unmerged`, or `unknown`. - Extracted a shared GitHub pull-request merge classifier and reused it for merge confirmations and workspace delivery checks. - Suppressed false ancestry warnings when a terminal issue has ground-truth merged-PR evidence. - Added an idempotent terminality reaper with descendant-terminal, active-run, and delivered-work guards. - Restricted PR delivery evidence to the source issue, then required live merged state plus matching GitHub repository, head branch, and current workspace HEAD; persisted status, stale PRs, lexical mentions, inbound references, and descendant PRs cannot authorize cleanup. - Preserved workspaces with modified or untracked files even when their committed HEAD was delivered. - Bounded both long-lived pull-request state caches to 1,000 entries with oldest-entry eviction. - Routed eligible workspaces through existing runtime shutdown, lease cleanup, activity logging, and archival machinery with exclusive Git index, HEAD, and branch-ref locks plus non-forced removal. - Added regression coverage for delivery derivation, warning behavior, reaper guards, scheduler wiring, and squash/cross-branch delivery. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose` — 63 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts --reporter=verbose` after review hardening — 43 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/external-objects-service.test.ts --reporter=dot` on the final local head — 73 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15 passed - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` — server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared 415 passed, and skills catalog 20 passed; the aggregate DB stage ran both source and built copies of one unrelated embedded-Postgres migration test and both reached its 5-second timeout - `pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts --reporter=verbose` — isolated aggregate-timeout verification passed in 3.99 seconds - `NODE_ENV=production pnpm build` - `pnpm check:token-gates` ## Risks The reaper intentionally fails closed when issue terminality, pull-request state, git ancestry, or checkout ownership cannot be proven. GitHub lookups can delay classification and cleanup but cannot cause an unproven workspace to be archived. Automated terminal archival holds exclusive Git index, HEAD, and branch-ref locks across validation and removal, skips configured destructive hooks, and uses non-forced removal so dirty writes fail closed. Reopening a source issue does not restore an archived workspace; it emits an audit event so a human or agent can re-provision explicitly. ## Model Used OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID or context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 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> --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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ded813ad6f |
feat(interactions): add governed agent addressees (#10252)
## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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dcac49a4fd |
feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Isolated workspaces give each task a safe and reproducible checkout. > - The existing setup cloned the development database before an agent needed to run the app. > - This made worktree creation slower and heavier for tasks that never start a service. > - Runtime services already use one server start path for heartbeat, operator, and startup recovery flows. > - This pull request moves heavy setup to that start path and keeps worktree creation lean. > - The benefit is faster isolated workspace creation with the same reliable runtime setup when a service starts. ## Linked Issues or Issue Description Related pull request: #10652 covers the initial deferred database-seeding slice. This pull request supersedes it with end-to-end runtime provisioning and safe cleanup. **What existing behavior does this improve?** This improves isolated worktree creation, runtime service startup, and isolated instance cleanup. **Subsystem affected** Cross-cutting: CLI worktree setup, server runtime orchestration, shared workspace contracts, and development scripts. **Current behavior** Paperclip seeds an isolated development database during worktree creation. It can also leave an isolated instance directory after workspace teardown. This work happens even when no runtime service starts. **Proposed behavior** Paperclip creates the worktree with a lean eager setup. It runs an idempotent runtime provision command before the first managed service spawn. Concurrent starts share one provision attempt. Teardown removes the isolated instance safely. **Reason and benefit** Many agent tasks only edit and test code. They do not need a running Paperclip instance. Deferring the database seed reduces workspace startup cost while preserving automatic setup for tasks that start the app. **Breaking changes** None. The new runtime provision command is optional. Existing workspace behavior is unchanged when it is absent. ## What Changed - Split Paperclip worktree setup into a lean eager script and an idempotent runtime provision script. - Added `runtimeProvisionCommand` to project, issue, realized workspace, and persisted workspace contracts. - Added a per-workspace provision mutex before local service spawn for heartbeat, operator, and startup recovery flows. - Added a persisted `provisioning` service state and the `workspace_runtime_provision` operation phase. - Kept provision time outside the service readiness timeout and made failed attempts visible and retryable. - Reclaimed isolated instance data during safe workspace teardown. - Serialized deferred database seeding across processes and bound teardown to the instance root captured in persisted workspace metadata. - Added tests for config flow, concurrency, retry, no-op behavior, readiness timing, scripts, CLI commands, and cleanup. - Documented the eager and runtime provisioning contracts. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase exposed one environment-sensitive AWS doctor assertion because the agent runtime injects static AWS credentials) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when non-secret provider config is present'` - Focused runtime tests cover serialized provisioning, retry after stderr failure, absent-command no-op behavior, operation logging, persisted state order, and readiness timeout exclusion. - Focused CLI and cleanup tests cover concurrent seed serialization, stale-lock fail-closed behavior, persisted instance ownership, and rewritten sibling pointers. ## Risks - A faulty runtime provision script blocks service startup. Paperclip records stderr, marks the service failed, and retries on the next start. - Concurrent service requests share an in-process provision attempt, while the seed command uses an atomic filesystem lock across processes. A stale lock fails closed and requires an operator to verify no seed is running before removing it. - Isolated instance cleanup is destructive. The cleanup service validates ownership and path containment before removal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and code execution. The service does not expose the 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 - [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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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1de0a3bb1e |
feat(mcp) [split 2/8]: add governed access contracts (#9557)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 2/8 and focuses on database schema and shared governance contracts > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The governed access model needs additive persistence and synchronized shared types before server enforcement can compile. - Proposed solution: Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared types/validators/gallery helpers, and the minimal compile-required contract consumers identified by boundary testing. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/01-demo-servers`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: QA for migrations/validators; Greptile on every PR. ## What Changed - Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared types/validators/gallery helpers, and the minimal compile-required contract consumers identified by boundary testing. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` — passed, including migration numbering and safety checks - `pnpm --filter @paperclipai/db test` — passed - `pnpm --filter @paperclipai/shared test` — passed ## Risks - Migration or contract mistakes could affect every upper layer; all migrations are additive/idempotent and compile consumers are included in this boundary. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [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 - [ ] 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 ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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555391fed7 |
fix: run restart recovery, workspace self-heal, quota-aware retries, failed-run metrics (#9183)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run in heartbeat runs orchestrated by the server; run
lifecycle, retry scheduling, and the dashboard's run-activity metrics
are the subsystems involved
> - A spike in "failed" tasks traced to three causes: server restarts
killing in-flight runs and mislabeling them as failures, deterministic
workspace-validation loops when a worktree's branch diverged, and
provider quota/usage-limit errors being classified as generic transient
failures (putting agents into error state and polluting metrics)
> - Killed-then-recovered runs and quota waits are not product failures,
so both the runtime behavior and the reporting needed to distinguish
them
> - This pull request drains runs gracefully on shutdown with idempotent
restart retries, self-heals workspace branch mismatches, adds a
quota-aware failure class with reset-time retry, separates recovered
restart kills from true failures on the dashboard, and documents restart
hygiene for operators
> - The benefit is fewer spurious failures, automatic recovery instead
of manual repair, and dashboard metrics that reflect real failure rates
## Linked Issues or Issue Description
No public GitHub issue exists; describing the bug inline per the
bug-report template:
**What happened?**
In-flight heartbeat runs are marked `failed` when the server restarts,
even though a retry later succeeds. Worktrees whose checked-out branch
diverges from the issue branch fail workspace validation on every
subsequent run with no recovery path. Provider quota/usage-limit
responses are treated as generic transient upstream errors, putting
agents into an error state and retrying before the quota window resets.
The dashboard counts all of these as true failures, inflating failure
metrics.
**Expected behavior**
Graceful shutdown should interrupt (not fail) running runs and chain
exactly one recovery retry. Workspace validation should repair
recoverable branch mismatches automatically. Quota errors should get
their own error class with the retry scheduled at the provider reset
time and the agent left idle. The dashboard should report recovered
restart kills separately from true failures.
**Steps to reproduce**
1. Start a heartbeat run, then restart the server (SIGTERM) while it is
in flight — the run lands as `failed` with a process-loss error code
even when its retry succeeds
2. Check out an issue whose worktree branch has diverged (e.g. after a
force-moved branch) — every subsequent run fails
`workspace_validation_failed` deterministically
3. Drive an agent into a provider usage-limit window — the run fails as
a generic transient upstream error and the agent enters an error state
instead of idling until the reset time
**Paperclip version or commit**
master (base
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518fc71cec |
[codex] Add work timeline page (#8938)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is where operators inspect company activity, agent work, and issue progress. > - Existing board views show individual issue and run details, but they do not give operators a compact time-based picture of work across agents. > - A work timeline helps operators scan when agents worked, how handoffs happened, and where overlapping work occurred. > - This pull request adds a company-scoped Work Timeline page backed by the existing API surface and renders the timeline as a custom SVG Gantt-style view. > - The benefit is faster operator understanding of multi-agent execution without opening each issue thread individually. ## Linked Issues or Issue Description No public GitHub issue exists for this change. Subsystem affected: - ui/ — React + Vite board UI Problem or motivation: - Operators can inspect individual issues and runs, but there is no compact time-based view of company work across agents. - This makes it harder to scan overlaps, handoffs, retries, and activity windows without opening many issue threads. Proposed solution: - Add a company-scoped Work Timeline page in the board UI. - Render agent and system run spans as a custom SVG Gantt-style chart with packed overlap lanes. - Show issue color identity, kickoff attribution, hover-revealed delegation connectors, retry styling, zoom controls, a sticky actor gutter, and a minimap brush. - Keep human activity lightweight by showing human kickoff chips without plotting standalone human event rows. Alternatives considered: - Add the same information to existing issue-list or run-list views. That would preserve simpler UI, but it would not show temporal overlap or handoff paths clearly. - Build this as a plugin-only surface. That keeps core smaller, but the board already has the company-scoped route, navigation, and API client patterns needed for this operator workflow. Roadmap alignment: - `ROADMAP.md` does not list an existing duplicate work-timeline milestone. This supports the broader operator visibility direction around artifacts, enforced outcomes, and higher-autonomy execution. Additional context: - Storybook includes `Pages/Work Timeline` stories for hour/day zoom and a human-activity sample so reviewers can inspect the component without a live backend. ## What Changed - Added the Work Timeline page, route, sidebar entry, API client, query key, and company-prefixed route helper coverage. - Added a pure timeline layout transform for row packing, issue colors, kickoff attribution, connector calculation, tick selection, and duration formatting. - Added the custom SVG timeline chart with sticky actor gutter, hover-revealed connectors, zoom controls, minimap brushing, visible-range feedback, and issue navigation. - Added Storybook coverage plus sample fixtures for the work timeline. - Added and corrected focused UI tests covering layout, chart behavior, routing, sidebar behavior, and collapsed-sidebar expectations. - Addressed Greptile feedback for kickoff fallback ordering, minimap range math, document drag listener cleanup, and stable default `now` handling. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx src/pages/Timeline.test.tsx src/lib/company-routes.test.ts src/components/Sidebar.test.tsx src/components/RequestCollapsedSidebar.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `git merge-tree $(git merge-base HEAD origin/master) HEAD origin/master | rg -n "<<<<<<<|changed in both|CONFLICT"` returned no conflicts. - Attempted Storybook screenshot capture with Playwright; Storybook ran locally, but Chromium could not launch in this container because native browser libraries such as `libatk-1.0.so.0` are unavailable and `npx playwright install-deps chromium` requires interactive sudo. ## Risks - Medium UI risk: this adds a substantial visual surface with custom SVG interaction logic, so browser-level review is still useful for responsive behavior and usability. - Low backend risk: this PR only adds a UI client/page around the existing timeline API contract and does not change database schema or server routes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 via Codex coding agent, with repository file access, shell command execution, GitHub connector access, and focused test execution. Exact context-window details are not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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> |
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ad961227f5 |
feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs often need provider credentials, API tokens, and other environment-bound secrets. > - Company-level secrets work for shared credentials, but they do not model values that should differ by human operator. > - Without a user-scoped model, a run can dispatch without knowing whether the responsible human has supplied the needed value. > - Paperclip also needs run attribution to make those user-scoped runtime checks deterministic and auditable. > - This pull request adds user-specific secret definitions, per-user values, environment bindings, responsible-user attribution, and runtime resolution gates. > - The benefit is that teams can define the secret once, let each user provide their own value, and block runs before dispatch when required user secrets or active definitions are unavailable. ## Linked Issues or Issue Description Refs #224 Refs #6057 This PR implements user-specific secret support as a core secret-management capability rather than a one-off adapter setting. It is related to existing public work on company secrets UI and runtime secret refs, but is distinct because the value is owned by the responsible user and resolved at run dispatch time. Related PR search before opening found existing secrets work such as #1550, #8256, #8614, #8634, and #8647; none of those add the full user-secret definition/value/runtime gate covered here. ## What Changed - Added user-secret definitions and per-user "My secrets" values, keeping stored values out of access metadata. - Added `user_secret_ref` environment bindings and UI affordances to pick them alongside existing secret refs. - Added responsible-user runtime resolution so user-secret refs resolve against the human responsible for the run. - Added pre-dispatch missing-secret gates so runs fail before adapter dispatch when required user values are absent or definitions are inactive. - Added low-trust allowlist hardening for user-secret runtime access. - Added issue, routine, run, and agent API key responsible-user attribution and fail-closed dispatch behavior when attribution cannot be resolved. - Added denial-copy mapping so responsible-user authorization failures surface as actionable run outcomes instead of opaque setup failures. - Added OpenAPI documentation for the user-secret routes. - Rebases cleanly on current `master`; migrations were renumbered incrementally as `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant` after upstream `0126`/`0127` migrations. - Removed previously committed local design screenshots so the PR contains code/docs/tests only. ## Verification - PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on `paperclipai/paperclip:master`. - PASS: `git diff --check` - PASS: `git diff --name-only public/master...HEAD | rg '^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true` produced no files. - PASS: migration journal audit confirmed unique indexes through `130` with tail entries `0126_issue_comment_derived_attribution`, `0127_environment_custom_images_instance_scoped`, `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant`. - PASS: `pnpm --filter @paperclipai/ui typecheck` - PASS: `pnpm --filter @paperclipai/server typecheck` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-active-run-output-watchdog.test.ts src/__tests__/heartbeat-stale-queue-invalidation.test.ts src/__tests__/heartbeat-workspace-finalize-branch.test.ts src/__tests__/issue-monitor-scheduler.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts src/__tests__/heartbeat-plugin-environment.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/low-trust-red-team-routes.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` (55 tests) - PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` (89 tests after final Greptile cleanup fixes) - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests after the final rebase CI fix) - PASS: focused server Vitest batches covering heartbeat recovery, project env, plugin env, routines, low-trust, pipelines, monitors, watchdog, and stale queue paths. - PASS: GitHub checks are green on `2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck + Release Registry, Build, General tests, serialized server suites, e2e, Canary Dry Run, verify, security checks, and Greptile Review. - PASS: Greptile Review completed successfully on `2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5, and GraphQL review-thread audit returned zero unresolved non-outdated threads. ## Risks - Runtime behavior now depends on a run having a correct responsible user; missing or incorrect responsibility assignment can block runs before adapter dispatch. - `user_secret_ref` bindings intentionally expose metadata without values, but UI/API callers may need to handle the new binding kind explicitly. - External secret providers and IAM policies are not automatically provisioned by this PR; operators still need to configure provider-side access for non-local vaults. - The PR is broad across db/shared/server/UI/runtime paths, so release validation should include both API and UI secret workflows before merge. - The migration renumbering is intentionally incremental after upstream migrations; the branch migrations use guarded column/table/index/constraint creation so users who tested the older draft numbering should not hit duplicate DDL for the existing objects. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter with shell/tool use and code execution. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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ec92728536 |
[codex] remove Work Timeline page from navigation (#8882)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The app shell exposes user-visible product surfaces through routes and the left navigation > - The Work Timeline frontend landed on `master` in related PR #8880 before the product surface was ready for general users > - The backend aggregation endpoint and shared DTOs can remain available for continued iteration without exposing the page in the main app > - This pull request removes the visible `/timeline` route, sidebar entry, page implementation, chart component, and Storybook fixtures > - The benefit is that users no longer see an unfinished Work Timeline page on `master`, while future work can continue from a preserved branch/workspace ## Linked Issues or Issue Description No public GitHub issue exists for this rollback request. Bug-style description: - **What happened:** A Work Timeline page was exposed in the app navigation before the surface was ready for users. - **Expected behavior:** Unready product work should not be visible from the default app shell on `master`. - **Steps to reproduce:** Open the app on current `master`; the sidebar includes a `Timeline` item that routes to `/timeline`. - **Paperclip version/commit:** `60f7fb422394c94618b8eef27ae032702004f544`. - **Deployment mode:** Local app / standard Paperclip app shell. - **Related public PR:** #8880. ## What Changed - Removed the `/timeline` route and `Timeline` page import from the app route table. - Removed the `Timeline` sidebar item and unused `GanttChartSquare` icon import. - Deleted the frontend Work Timeline API wrapper, chart component, layout helper, page, Storybook story, and sample fixtures. - Removed the now-unused `queryKeys.workTimeline` entry. - Left the backend timeline endpoint and shared DTOs intact so the data contract can continue to be developed off the preserved work. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - Searched the frontend for stale `workTimeline`, `WorkTimeline`, `/timeline` route/sidebar, and `GanttChartSquare` references after deletion. ## Risks - Low runtime risk: this removes an app route and navigation entry for an unfinished surface. - Deep links to `/timeline` will now fall through to the app's existing not-found behavior. - The backend endpoint remains available; if the intent was to remove the API too, that should be handled in a separate, explicit PR. ## Model Used OpenAI Codex coding agent, GPT-5-based model, with shell/tool use for repository inspection, code editing, git, and GitHub CLI operations. ## 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 - [ ] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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60f7fb4223 |
PAP-12424 Work Timeline — Phase C: frontend Gantt page (Direction C) (#8880)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need to *see* how work actually flowed across their agents over time — who was invoked, what they worked on, and how work was delegated between them > - The dashboard shows point-in-time state but nothing reconstructs the temporal, cross-actor picture of heartbeat runs and delegations > - A read-only company work-timeline endpoint was landed first (server aggregation over runs/issues/activity); it had no frontend > - This pull request adds the Gantt-style **Work Timeline** page that renders that endpoint, plus the small additive server contract change it needs (shared DTOs + a task title on each span) > - The benefit is a single dense view — actor rows, concurrency lanes, delegation connectors, zoom and a mini-map — that makes agent activity legible without an N+1 fetch storm from the client ## Linked Issues or Issue Description No public GitHub issue. Problem, in-PR: - **Gap:** the company work-timeline aggregation endpoint has no UI. There is no way to visually inspect how heartbeat runs unfolded over time or how work was delegated between agents. - **Solution:** a dashboard-adjacent Gantt-style page at `/:companyPrefix/timeline`, linked from the sidebar's "Work" section, rendering runs as bars on per-actor rows with delegation connectors, kickoff chips, zoom, a lens filter, and a mini-map. - Built with React + custom inline SVG (no chart dependency; consistent with the existing Tailwind/Radix stack). ## What Changed - **Frontend Gantt page** (`ui/src/pages/Timeline.tsx`, `ui/src/components/timeline/WorkTimelineChart.tsx`): actor rows (agents/system only — humans never get a row), overlapping runs packed into concurrency sub-lanes, bars = heartbeat runs with a left colour tab for issue identity, truncated task title + timing/status on hover, click-through to the task. - **Human activity markers & human rows** for kickoff/delegation involving people, without giving humans their own run lane. - **Kickoff avatar chips** at each bar's leading edge; straight agent→agent delegation connectors (dashed for retries/changes-requested); in-progress runs extend to a dashed "now" line and fade out. - **Zoom** (hour/day/week, auto-fit), full-window **mini-map** with a draggable brush, **lens filter** (Everyone / per-user, server-side), and colour **by task / by status**. - **Pure layout/transform module** (`ui/src/lib/timeline/layout.ts`) — packing, kickoff derivation, connector resolution, scales — unit-tested in isolation. - **Server contract (additive):** moved the `WorkTimeline*` DTOs into `@paperclipai/shared` so the aggregation service and the UI consume one contract; added `issueTitle` to each span so the tooltip shows the task title with no N+1 client fetch. - Sidebar link, query keys, API client (`ui/src/api/workTimeline.ts`), and a Storybook story with fixtures. ## Verification - `pnpm --filter @paperclipai/shared build` ✅ - `pnpm --filter @paperclipai/server typecheck` ✅ · `pnpm --filter @paperclipai/ui typecheck` ✅ - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx` ✅ (15/15) - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/work-timeline-service.test.ts` ✅ (5/5) — the DTO move + `issueTitle` are additive; existing service tests use `objectContaining` and still pass. - Rendered `WorkTimelineChart` headless against a real slice of company activity via a Storybook story; manual browser QA of the live page passed on the feature branch. ## Risks - **Low risk.** The change is UI-only plus an additive server DTO refactor (types relocated to `@paperclipai/shared`, one new optional field). No schema/migration changes, no change to endpoint behaviour beyond the extra `issueTitle` field. The page is behind its own route and does not alter existing views. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), via 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 (only the merged endpoint PR #8875 is related; no duplicates) - [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 and contains no internal ticket id - [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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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f3f50e2ecd |
[codex] Preselect vault when importing secrets (#8614)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operator secrets and provider vaults let a company connect external secret stores without copying every value manually. > - The existing AWS Secrets Manager import dialog already supports importing remote secrets from any eligible vault. > - From the Provider vaults tab, operators can see a specific vault row, but there was no row-level import action that preserved that vault context. > - That meant importing from a specific vault required opening the generic import dialog and reselecting the intended provider config. > - This pull request adds a row-level refresh/import action that opens the import dialog with the selected vault preselected. > - The benefit is a tighter, less error-prone flow when a company has multiple AWS provider vaults configured. ## Linked Issues or Issue Description No public issue exists for this small UI follow-up. Problem description: - Users with multiple AWS Secrets Manager provider vaults need to refresh/import secrets from the vault they are currently looking at. - The existing import dialog defaulted to the configured default vault or first eligible vault, even when the operator initiated the flow from a specific provider-vault row. - This creates extra selection work and makes it easier to import from the wrong vault. Related public PRs: Refs #5429, #8586. ## What Changed - Added a Provider vaults row action for AWS Secrets Manager configs to refresh/import existing remote secrets. - Threaded an optional initial provider config id into `ImportFromVaultDialog` so the selected vault is preselected when eligible. - Reset the initial vault selection when the dialog closes or routes to vault management. - Added render coverage proving the row action opens the import dialog and previews against the selected vault id. ## Verification - `pnpm exec vitest run ui/src/pages/Secrets.render.test.tsx` passed: 1 file, 9 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. ## Risks Low risk. This is UI-only behavior scoped to AWS Secrets Manager provider-vault rows and the existing import dialog. The main risk is that future provider types may need their own row-level import labels or eligibility rules instead of sharing this AWS-specific action. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex via Paperclip/Codex local agent, with repository file access, shell command execution, GitHub CLI, and TypeScript/Vitest verification. Exact context-window metadata was not surfaced in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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: Claude Opus 4.8 <noreply@anthropic.com> |
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eaef47f4c7 |
Information Architecture + project/agent visual refresh (experimental) (#7543)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the control surface for issues, projects, agents, goals, workspaces, and operator settings. > - The existing navigation and list surfaces make several high-frequency workflows feel harder to scan than they should, especially around projects and agents. > - The product direction is to improve those surfaces without breaking the existing route model or forcing a new IA on every operator at once. > - This pull request now keeps the dependent IA, project identity, and agent-list visual refresh work together while the Issue-to-Task copy migration is split into #7651. > - The benefit is a clearer left nav, better project identity, denser agent/project list rows, and brand-aligned status treatment while preserving the classic default experience behind a flag. ## Linked Issues or Issue Description Refs #7645 Refs #7651 Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59, PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76, PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89. ## What Changed - Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates sidebar presentation so classic navigation remains the default. - Adds project icon persistence, validation, portability, picker UI, and `ProjectTile` rendering while defaulting new projects to neutral gray. - Adds projects-list task-count and budget summary data with focused server/shared/UI coverage. - Refreshes agent list rows, row actions, active/recent sidebar behavior, and status capsule/chip styling for the approved brand state system. - Removes the placeholder Conference room and Artifacts nav/routes from the finalized experimental nav direction. - Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from this PR diff; the copy migration now lives in #7651. ## Verification - Existing branch verification from the authored commits: UI typecheck, targeted unit tests, and light/dark visual checks for `/agents`, agent detail, and design-guide status states. - Maintainer cleanup verification on `75e34e5`: `git diff --check origin/master...HEAD` passed, the `design/` diff is empty, and the PR diff is 61 files, below Greptile's 100-file review limit. - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests. - CI and Greptile should rerun on the latest push. ## Risks - Broad UI surface area: the experimental flag keeps the classic nav default, but changed shared components such as `EntityRow`, `ProjectTile`, and agent status badges could affect multiple pages. - Database migration: `projects.icon` is additive and nullable, but migration ordering and portability import/export must stay aligned. - The Issue-to-Task copy migration is now separated into #7651, so reviewers should evaluate this PR as IA/project/agent presentation work only. - Visual regressions are possible across smaller widths because the PR intentionally changes dense list-row layouts. ## Model Used Claude Opus 4.8 assisted the original feature commits. Paperclip-Paperclip agents assisted some planning/design commits. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed this PR-readiness cleanup and split. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] 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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> |
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d67347be77 |
[codex] Provider vault secrets UX (#6381)
## Thinking Path > - Paperclip orchestrates AI agents that need scoped, auditable access to secrets > - Hosted and external deployments need provider vault configuration without exposing secret values in Paperclip metadata > - AWS Secrets Manager vault setup previously required too much manual operator knowledge > - Provider vault discovery and removal belong together as an independent secrets-management improvement > - This pull request adds AWS provider vault discovery/prefill plus vault removal flows > - The benefit is a safer operator path for configuring external secret storage before higher-level cloud workflows depend on it ## What Changed - Added shared validators/types for AWS provider vault discovery payloads and safe provider metadata. - Implemented AWS provider vault discovery preview on the server. - Added provider vault removal service/route behavior. - Added Secrets page UI for discovery prefill, removal messaging, and related rendering coverage. - Added Storybook provider-vault fixtures and captured screenshots for the new UX states. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm exec vitest run packages/shared/src/validators/secret.test.ts server/src/__tests__/aws-secrets-manager-provider.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts ui/src/pages/Secrets.render.test.tsx` - Result: 4 files passed, 1 embedded Postgres-backed file skipped on this host because local Postgres init was unavailable. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Secrets.render.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot capture against `Product/Secrets` on `http://127.0.0.1:60381/iframe.html?id=product-secrets--secrets-inventory&viewMode=story&globals=theme:dark` ## Screenshots Provider vaults tab after this change:  AWS discovery candidate flow:  Provider vault removal confirmation:  ## Risks - Secret provider metadata handling must remain non-sensitive; validators reject credential-bearing Vault URLs and sensitive AWS discovery keys. - AWS discovery depends on deployment credentials being configured correctly outside Paperclip-managed company secrets. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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03ad5c5bea |
[codex] Add issue document locking (#6009)
## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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778e775c35 |
Add secrets provider vaults and remote import (#5429)
## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD | grep '^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures.    ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent with local shell/tool use in the Paperclip worktree. Exact context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> |
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a1b30c9f35 |
Add planning mode for issue work (#5353)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies. > - Issues are the core unit of work, and issue comments are how board users and agents coordinate execution. > - Some issue conversations need to produce plans and approvals instead of immediate implementation work. > - The existing issue contract did not distinguish standard execution comments from planning-oriented issue work. > - This pull request adds an issue work-mode contract and board UI affordances for standard vs planning mode. > - The benefit is that planning-mode issues can be created, displayed, discussed, and carried through agent heartbeat context without losing the normal issue workflow. ## What Changed - Added `standard` / `planning` issue work-mode contracts across DB, shared validators/types, server issue flows, plugin protocol, and adapter heartbeat payloads. - Added an idempotent `0081_optimal_dormammu` migration for `issues.work_mode`, ordered after current `public-gh/master` migrations. - Updated heartbeat/context summaries and issue-thread interaction behavior so planning work mode is preserved when creating suggested follow-up issues. - Added UI support for planning-mode issue creation, issue rows, detail composer styling, and composer work-mode toggles. - Added focused server/shared/UI tests plus a Playwright visual verification spec for planning-mode surfaces. - Rebased the branch onto current `public-gh/master` and added durable planning-mode screenshots under `doc/assets/pap-3368/`. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/issue.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx` - `pnpm exec vitest run --project @paperclipai/adapter-utils packages/adapter-utils/src/server-utils.test.ts` - `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` ## Screenshots Desktop planning detail:  Desktop planning row:  Desktop staged standard toggle:  Mobile planning detail:  Mobile planning row:  ## Risks - Medium migration risk: this adds a non-null issue column. The migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied an older branch-local migration number can still apply the final numbered migration safely. - Medium contract risk: issue payloads, plugin payloads, and adapter heartbeat payloads now include work mode; compatibility is handled by defaulting missing values to `standard`. - UI risk is moderate because composer controls changed; focused component tests and visual e2e coverage exercise standard vs planning display and toggle behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in a local Paperclip worktree, with shell/tool use. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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1991ec9d6f |
[codex] Split backend control-plane QoL slice (#4700)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so backend task ownership, recovery, review visibility, and company-scoped limits need to stay enforceable without UI-only coupling. > - Closed PR #4692 bundled those backend changes with UI workflow, docs, skills, workflow, and lockfile churn. > - PAP-2694 asks for a clean backend/control-plane slice from that closed branch. > - This branch starts from current `master` and mines only the `cli`, `packages/db`, `packages/shared`, and `server` contracts/tests needed for the backend behavior. > - It explicitly excludes UI workflow/performance work, `.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills, package-script, adapter UI build-config, and perf fixture script changes; the only UI files are fixture/test updates required by the tightened shared `Company` contract. > - The benefit is a smaller reviewable PR that preserves the control-plane fixes while staying under Greptile s 100-file review limit. ## What Changed - Added company-scoped attachment-size limits through DB schema/migrations, shared company portability contracts, CLI import/export coverage, and server attachment upload enforcement. - Added productivity review service/API behavior for no-comment streak, long-active, and high-churn review issues, including request-depth clamping and issue summary exposure. - Hardened issue ownership and recovery/control-plane paths: peer-agent mutation denial, issue tree pause/resume behavior, stranded recovery origins, and related activity/test coverage. - Preserved related backend contract updates for routine timestamp variables and managed agent instruction bundles because they live in shared/server contracts from the source branch. - Addressed Greptile feedback by making `Company.attachmentMaxBytes` non-optional, simplifying review request-depth clamping, fixing the migration final newline, and enforcing the process-level attachment cap as the final ceiling for uploads. - Added minimal company fixtures needed for repo-wide typecheck/build and kept the PR to 66 changed files with forbidden/non-slice paths excluded. ## Verification - `pnpm install --frozen-lockfile` - `git diff --check origin/master..HEAD` - `git diff --name-only origin/master..HEAD | wc -l` -> 66 files - `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml pnpm-lock.yaml package.json doc skills .agents scripts packages/adapters` -> no output - `pnpm exec vitest run --config vitest.config.ts packages/shared/src/validators/issue.test.ts packages/shared/src/routine-variables.test.ts packages/shared/src/adapter-types.test.ts cli/src/__tests__/company-import-export-e2e.test.ts cli/src/__tests__/company.test.ts server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-tree-control-service.test.ts server/src/__tests__/issue-tree-control-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests passed - `pnpm exec vitest run --config vitest.config.ts cli/src/__tests__/company-delete.test.ts cli/src/__tests__/company-import-export-e2e.test.ts server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18 tests passed - `pnpm exec vitest run --config vitest.config.ts server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests passed - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter paperclipai typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck && pnpm --filter @paperclipai/ui build` ## Risks - Includes migrations `0073_shiny_salo.sql` and `0074_striped_genesis.sql`; merge ordering matters if another PR adds migrations first. - This is intentionally backend-only apart from fixture/test updates forced by shared type correctness; UI affordances from PR #4692 are not present here and should land in separate UI slices. - The worktree install emitted plugin SDK bin-link warnings for unbuilt plugin packages, but the targeted tests and package typechecks completed successfully. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected; check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub workflow. Exact runtime context window was not exposed by the harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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2de893f624 |
[codex] add comprehensive UI Storybook coverage (#4132)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The board UI is the main operator surface, so its component and workflow coverage needs to stay reviewable as the product grows. > - This branch adds Storybook as a dedicated UI reference surface for core Paperclip screens and interaction patterns. > - That work spans Storybook infrastructure, app-level provider wiring, and a large fixture set that can render real control-plane states without a live backend. > - The branch also expands coverage across agents, budgets, issues, chat, dialogs, navigation, projects, and data visualization so future UI changes have a concrete visual baseline. > - This pull request packages that Storybook work on top of the latest `master`, excludes the lockfile from the final diff per repo policy, and fixes one fixture contract drift caught during verification. > - The benefit is a single reviewable PR that adds broad UI documentation and regression-surfacing coverage without losing the existing branch work. ## What Changed - Added Storybook 10 wiring for the UI package, including root scripts, UI package scripts, Storybook config, preview wrappers, Tailwind entrypoints, and setup docs. - Added a large fixture-backed data source for Storybook so complex board states can render without a live server. - Added story suites covering foundations, status language, control-plane surfaces, overview, UX labs, agent management, budget and finance, forms and editors, issue management, navigation and layout, chat and comments, data visualization, dialogs and modals, and projects/goals/workspaces. - Adjusted several UI components for Storybook parity so dialogs, menus, keyboard shortcuts, budget markers, markdown editing, and related surfaces render correctly in isolation. - Rebasing work for PR assembly: replayed the branch onto current `master`, removed `pnpm-lock.yaml` from the final PR diff, and aligned the dashboard fixture with the current `DashboardSummary.runActivity` API contract. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build-storybook` - Manual diff audit after rebase: verified the PR no longer includes `pnpm-lock.yaml` and now cleanly targets current `master`. - Before/after UI note: before this branch there was no dedicated Storybook surface for these Paperclip views; after this branch the local Storybook build includes the new overview and domain story suites in `ui/storybook-static`. ## Risks - Large static fixture files can drift from shared types as dashboard and UI contracts evolve; this PR already needed one fixture correction for `runActivity`. - Storybook bundle output includes some large chunks, so future growth may need chunking work if build performance becomes an issue. - Several component tweaks were made for isolated rendering parity, so reviewers should spot-check key board surfaces against the live app behavior. ## Model Used - OpenAI Codex, GPT-5-based coding agent in the Paperclip harness; exact serving model ID is not exposed in-runtime to the agent. - Tool-assisted workflow with terminal execution, git operations, local typecheck/build verification, and GitHub CLI PR creation. - Context window/reasoning mode not surfaced by the harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |