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Author SHA1 Message Date
DottaandPaperclip b17019e14d fix(agents): reduce default instructions and qualify stock harnesses (#14948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its adapters supply task context and access to Paperclip skills and
tools.
> - The default hire manual and shared prompts also repeat general work
procedures.
> - Those procedures overlap with stock provider instructions and the
Paperclip skill.
> - Existing E2E fixtures supply a QA manual, so they do not qualify the
production default.
> - This pull request reduces the generic instructions and adds real
default-hire coverage.
> - The benefit is less competing guidance, with inspectable evidence
for preserved skills and task context.

## Linked Issues or Issue Description

Refs: #14920. That merged change preserves native Codex base
instructions. This PR covers the default manual, shared legacy prompts,
operational skill guidance, and the narrowly approved ACP
skill-discovery/session-environment repair for measured delivery and
credential-persistence failures.

**What existing behavior does this improve?**

New non-CEO hires without a custom bundle and legacy task/chat startup
and continuation prompts.

**Current behavior**

The shipped default manual contains 602 words. Generic task/chat prompts
and ordinary resume deltas repeat work procedures already available
through the harness and Paperclip skill.

**Proposed behavior**

The default manual contains only the eight-word company identity. Shared
startup prompts retain identity and connection guidance. Ordinary resume
deltas retain current work context without the generic execution
contract.

**Reason and benefit**

Let the stock harness guide general work. Keep Paperclip-specific
capabilities and independently test default hires, skills, ordered
comments, and chat restart.

**Breaking changes**

New default hires receive less guidance. Existing saved manuals,
explicit custom bundles, CEO templates, and specialized wake contracts
retain their behavior. The obsolete includeExecutionContract option
remains accepted for source compatibility.

## What Changed

- Reduce the default hire manual to one sentence.
- Reduce shared task/chat defaults and remove the generic
ordinary-resume contract.
- Keep connection guidance, auth, skills, custom prompts, and
specialized wake context.
- Add credential-free instruction-boundary gates and 26 explicit Product
E2E cells across eight legacy/native profiles, including two focused
Paperclip-storage cases.
- Capture public hire receipts before providers run, then grade
delivered prompts and independent task/chat outcomes.
- Add an early legacy skill API recipe for saving a task document,
checking the saved revision receipt and linking the document. Improve
stock task/heartbeat skill-selection metadata and show a clickable
Markdown UI-link example. Keep native tool completion separate.
- Advertise bounded routing descriptions and exact successfully staged
SKILL.md paths in legacy ACP Claude; keep full bodies on demand and
preserve remote path rebasing.
- Remove only the provider environment from copied persisted ACP session
records, while loading current run credentials and preserving all other
options/conversation state.
- Regenerate both capability metadata inventories and reject stale
manifests/inventories before provider admission.
- Publish the original reduction and focused skill-repair comparisons,
preserving all failures, automatic recovery, cost coverage and
limitations.

## Verification

**Behavioral qualification remains pending.** Original legacy ACP Claude
loses the issue document only in the reduced cohort beneath an unchanged
credential failure. A source-backed diagnosis finds that neither
ordinary assignment reads the staged operational skill, while the
runtime persists provider environment in session state. The new common
repairs expose skill metadata/path and omit persisted env; strict
document and credential guards stay intact. [Inspectable diagnosis and
retained
hashes](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-readiness.md).

Current repair head `de0965984ff3edf611ae6d0e7ca5c7d5ae3947bb`
incorporates master `569c7203aa24b95440682983ce7940ba1d4247bd` (merged
#14961/#15007). All 222 affected adapter tests, adapter-utils/E2E
typechecks, and final 96 variant/grader/retry calibrations pass. The
frozen historical comparator is
`c25697f4260b6f3adfea143c3ae9932e2f42986d`: 8,280 of 8,291 paths
identical, exactly two production instruction paths plus nine declared
unit expectations differ. The operational skill/discovery/environment
repairs, selected model/profile/task/core grader/auth/permissions/retry
policy are identical. Both actual launcher prepare→verify admissions
pass with zero providers. [Immutable manifest and exact
receipts](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-evidence/manifest.json).

One original legacy ACP Claude cell per variant is authorized, with
enforced single campaign attempts, 12-minute deadlines and company/agent
1,000-cent hard stops; every product recovery run/cost is counted.
Actual live outcomes are pending. Current normal CI has one failed
server shard and failed aggregate verify under diagnosis; other normal
gates including typecheck/build/Rust/all eight browser shards pass.
Fresh review completed successfully; the valid historical startup/resume
masking finding was fixed with per-invocation task/chat checks and
strict complete-snapshot capture, calibrated and resolved. Prior heads,
failures and campaigns below remain historical evidence, not checks on
this repair head.

- Prior head `36aa4d81c49a1a8f6f04b1a068fae19aa901955f` is replayed on
merged hiring master `862a5758ba0e88a33232c1f1fa645e85c38a3113`. All 52
current-head checks pass with two intentional Storybook skips, including
repository typecheck/test/build and the browser shard. Fresh Greptile is
5/5 with zero unresolved review threads. Exact-head stock prerequisites
pass 599 assertions (598 TypeScript + 1 Rust), all six gates and
retained receipt verification, zero providers/source errors. Fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`.
Combined catalog/hiring calibrations pass 67 assertions, E2E typecheck
and 26-cell stock discovery pass. Canonical contract/inventory checks
and the later issue-derived reference calibration are retained; that
reference-only follow-up is not live-qualified by earlier frozen runs.
- Prior full repository typecheck/build passed. The complete local
Vitest run executed 14,956 tests: 14,870 passed, 83 skipped, three
timing failures. All three affected files passed unchanged narrow
reruns; original failures remain retained. Current-head CI now passes
the full general checks; the original local failures remain retained.
- The original 24-pair default-manual/shared-prompt comparison has two
new overall classic Claude/OpenCode document-delivery failures plus an
additional legacy ACP Claude document loss beneath an unchanged
credential-guard failure (not closed by later runs), two newly passing
OpenCode ordered cases, seven unchanged failures and 13 unchanged
passes. Equal 15/24 totals do not establish behavioral equivalence.
[Complete original
report](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-stock-harness-live-comparison.md).
- The skill-only repair holds the eight-word manual/shared prompts and
merged #14920 fixed. All four matched profile configurations and 203
fixture/behavior files match. Candidate
`abd0b628ca642c09a54a4edc56a5227402f6686e` varies only the two skill
sources against baseline `bc83fe030234439ac51279502a28803958963e2e`.
[Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060885547)
and [baseline
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060888047)
each pass 571 exact-source prerequisites before providers; all eight
cells clean up successfully. Failed campaigns publish successfully and
remain failed.
- Repair pairs: Claude original Fail → Pass; Claude explicit Pass →
Pass; both OpenCode cases Fail → Fail. Explicit OpenCode's handoff
worsens beneath the unchanged failing UI-link grade: baseline gives a
clickable API URL, candidate gives a code-formatted path without an
anchor. The request's usable-link wording is narrower in the UI-only
oracle. [Complete repair report and safe
projection](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-legacy-document-skill-repair.md).
- The subsequent narrow stock metadata/link correction has two matched
Pass → Pass cases, zero new machine failures/passes and no pending
pairs. Both original-case handoff links remain deficient: candidate uses
a wrong PAP prefix, baseline supplies a bare prefix-less slug path; the
preserved original oracle only requires a durable document. Both
explicit clickable UI-link cases pass revision/content/link grading. All
four exact-source 587-check gates, single assignment runs and cleanup
pass. This does not establish fix causality because baseline also
succeeds. [Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37069547401)
freezes `fe9dc1e3c518825242ed889ab9c8352986f8c2ed`; [matched
baseline](https://github.com/paperclipai/paperclip/actions/runs/37069552374)
freezes `0d7ecfa96d72fba79b7f0a25052b42c0686c0488`. This is a skill-only
comparison with reduced manuals/shared prompts held constant, not a
repeat of the historical-manual comparison. Only original and clarified
explicit classic OpenCode cases are selected, two per variant/four
expected turns. 8,242 other tracked files and both profile hashes match;
protected workflows admit each exact source before credentials.
[Complete qualification
report](https://github.com/paperclipai/paperclip/blob/74d0d3d945f4c52d0814b5a845ab5bd09f33cd6b/doc/plans/2026-10-02-opencode-skill-routing-link-qualification.md).
Candidate original loads Paperclip/reference before saving publicly;
baseline original loads it after writing locally, then saves publicly
within the same assignment. Reported cost totals are $0.0107824490
candidate / $0.0107909015 baseline, with unmetered runtime. The later
reference-only issue-derived link correction is provider-free calibrated
and **not live-qualified** by these frozen runs; no further paid runs.
- Retained tool calls show the repaired original OpenCode assignment
loads only its assigned output skill before writing locally. Operational
Paperclip is first loaded during automatic disposition recovery; its
early recipe is visible then, but it never saves the missing document.
Explicit candidate loads Paperclip and reads the new reference before
saving successfully. All nine actual runs are counted. Reported LLM
totals are $0.3802537209 baseline and $0.4918990161 candidate; local
runtime is unmetered.
- Initial setup, packaging, cancelled/missing-cell recovery, callback
test and relative-output attempts remain retained. No completed provider
failure was rerun. Frozen measurement branches are unchanged by later
canonical metadata maintenance.
- Run `pnpm test:e2e:runner:stock-harness`, `pnpm test:e2e:runner:unit`,
and `pnpm test:e2e:runner:typecheck`. Select `stock-harness` explicitly
for paid execution; it is excluded from `--all`.

Prior-head integration: `36aa4d81c49a1a8f6f04b1a068fae19aa901955f`
replays this PR on merged hiring #14985
(`862a5758ba0e88a33232c1f1fa645e85c38a3113`), preserving the four
explicit custom-CEO-bundle checks, minimal generic manual boundary, and
both suites. The combined fixture catalog and hiring calibrations pass
67 assertions; exact-head stock prerequisites pass 599 assertions (598
TypeScript + 1 Rust), all six gates and retained-receipt verification,
zero providers/source errors, fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`. E2E
typecheck and 26-cell stock discovery pass. Fresh current-head CI passes
all 52 checks with two intentional skips, and fresh Greptile is 5/5 with
zero unresolved review threads.

The prior source-plan browser failure is retained: a deterministic
process fixture replayed its last `fixture:plan` command on
`chat_task_completed`, writing revision 2 with identical body after the
approval handoff. This was not paid provider execution. Rebased
current-head CI passes the same assertion without an old-head retry or a
change to that browser fixture.

The merged hiring change was measured separately on immutable matched
unions, with this reduced/shared/operational context and native
completion guidance held constant. [Complete original two-profile
report](https://github.com/paperclipai/paperclip/blob/f0512647656be78e48abd8c22a3078db8bf6bcd2/doc/plans/2026-10-02-hiring-template-live-comparison.md):
[candidate](https://github.com/paperclipai/paperclip/actions/runs/37075466208)
/ [historical
baseline](https://github.com/paperclipai/paperclip/actions/runs/37075469463),
705 provider-free prerequisites each. Both pairs are unchanged Fail →
Fail on the exact-five count, with six core delivery checks passing all
four cells; 28 actual successful runs include eight automatic completion
wakes, zero retries, four successful cleanups. Source-read coverage is
uncomparable, actual model charges unknown. Separately versioned
provider-free accounting remains analytical work; original verdicts are
preserved. This does not rerun or qualify the completed default-manual
or native campaigns.

## Risks

- Legacy ACP Claude's additional delivery loss is not closed by any
later matched run and blocks the no-extra-failing-behavior merge
criterion. Legacy document delivery may have relied on the prior
manual/shared prompts. The early skill repair improves Claude in one
trial; the later OpenCode pairs pass in both variants and cannot
establish causality or robust recovery. Both original-case links remain
deficient beneath the storage-only grade. The later issue-derived
reference correction has only provider-free validation. Native
finish/block descriptions must not be supplied to legacy agents.
- The comparison holds merged native Codex fix #14920 constant; it
cannot measure that fix's before/after task performance.
- These bounded skill/context/chat workflows do not measure general
coding quality. Unrepresented providers remain unqualified.
- Saved manuals and old Codex sessions are not automatically migrated.
Codex through ACP still has a separate base-instruction follow-up.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution, and delegated PR/eval
work.

## 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 (relevant suites and all
three unchanged narrow reruns pass; complete-run timing failures
retained in Verification)
- [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 on the new repair head
(prior-head checks retained above)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new repair head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:32:42 -05:00
DottaandPaperclip 992f720262 fix: make runner task context ownership explicit (#13753)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100). -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task descriptions, comments, continuation data, skills, and
execution rules enter several agent adapters.
> - The same source can be rendered by more than one automatic input
carrier.
> - Failed resumes can also rebuild input from stale or compact context.
> - This pull request gives each Paperclip-owned source one delivery
owner and preserves the required transport boundaries.
> - It adds deterministic adapter, interaction, runner, and browser
tests for these boundaries.
> - The benefit is more predictable context delivery with explicit
evidence for later live qualification.

## Linked Issues or Issue Description

Related: #13144 removes a duplicate environment payload and bounds wake
lists. Related: #11360 addresses Hermes resume behavior. This pull
request preserves compatible active-session formats while repairing
context ownership and stale question creation.

**What happened?**

Task descriptions and comments could enter more than one automatic
context block. Native transports could wrap a complete model input in a
second task envelope. Some legacy and gateway adapters could omit the
owned assignment on ordinary tasks or rebuild a failed resume with stale
compact context. A continuation could also request a question after
newer human comments had arrived.

**Expected behavior**

Each task or comment source has one automatic model-facing owner.
Distinct comment IDs and repeated wording remain distinct. Fresh
fallback attempts rebuild the required full context. A question request
is rejected when newer queued human direction makes it stale. Harness
access policy remains owned by execution configuration.

**Steps to reproduce**

1. Build a task with a description and current comments.
2. Capture the actual adapter or runner input.
3. Compare source ownership and task-envelope nesting.
4. Queue a human comment before a continuation requests a question.
5. Trigger a failed resume and inspect the fresh retry input.
6. Run the focused adapter, interaction, runner, and browser checks.

## What Changed

- Add shared prompt-section selection at the provider-attempt boundary.
- Deliver owned assignment context through native, legacy CLI, ACP,
gateway, cloud, Pi, Kimi, Grok, Gemini, OpenCode, Cursor, OpenClaw, and
Hermes paths.
- Rebuild full or compact context after resume recovery changes the
attempt. Add native and Claude ACP tests of actual recovery requests.
- Preserve custom templates, loaded instruction files, execution
policies, and older active-session formats.
- Record continuation source metadata and reject stale question creation
under the issue-row lock.
- Add explicit Product E2E context-integrity profiles, prerequisite
gates, credential-isolation checks, and report fixtures.
- Bypass service-worker forwarding for same-origin Vite development
modules. A real Chromium test fails with resource exhaustion before the
repair and passes after it. Production asset caching keeps its existing
policy.
- Add browser diagnostics and service-worker module-loading regressions.
- Add an explicit zero-retry eval option. The default retry behavior
remains unchanged. Each campaign records its effective policy.
- Remove the model-facing working-directory sentence from four prompt
builders. Existing workspace, sandbox, permission, and custom-template
configuration remains unchanged.
- Align the everyday workflow assertion with the current 47-entry
catalog.

Compared with current upstream master, the branch carries the
context-ownership implementation and its tests, the explicit
context-integrity catalog and evidence harness, and the focused browser
regression checks.

## Verification

**Merge assessment:** focused regression evidence supports merge. This
is not full completion of the original broad qualification matrix. The
maintainer has authorized merge after fresh verification of the master
integration.

- Current head: `bbd52f82114eabf09bc7b1a7e97d54a5b43bbc00`. This
integrates current master `2f585ef26a1814fa209715242d1ca791b63e4c4e`.
All 14 conflicts are resolved. Cancellation checks, workspace
finalization, native Grok support, and both sets of tests are retained.
- Current-head Greptile: **5/5**, with no blocking findings. The review
names this exact commit. All **59 reported checks are terminal: 55
successful, 4 skipped, zero pending or failing**. This includes the full
root general and serialized suites, separate runner checks, typecheck,
build, canary, browser E2E, Docker, and security checks. The successful
legacy security status is included in that total.
- After integration: workspace typecheck and full build passed. Separate
runner checks passed: **2,160 TypeScript tests (10 skipped), 582 Rust
tests, and 39 preparation checks**. Other passing checks include 621
Product E2E harness units, 376 focused shared/adapter tests, 160
real-database/API tests, 86 Hermes tests, 18 browser-support checks, and
Product E2E typechecking. The complete root suite passed in CI. The
duplicate local monolithic root run was stopped after that CI result; it
is not counted as a completed local pass.
- New native recovery coverage retains full assignment, completion
contract, and explicit skill selection after safe replacement, for old
and prepared input formats. Full native session test file: **136/136
passed**.
- New Claude ACP coverage captures actual fresh, resumed, and
missing-session fallback requests. It verifies one assignment copy,
comment order, identical text under distinct comment IDs, and full
fallback context. Full file: **33/33 passed**. Both affected TypeScript
checks passed.
- Existing deterministic tests cover source revisions, approval and
trust boundaries, completion validation, custom templates, compatible
sessions, standalone driver wrapping, and maintained adapter transport
requests.
- Provider-free browser support: **17/17 passed** after the master
merge. Service-worker unit tests: **33/33 passed**. The module-overload
regression failed before the repair and passed after it in real
Chromium.

### Fresh live comparisons

The new batch ran exactly four Product E2E attempts. **All four passed
on the first attempt; no retries.** Each has six terminal matchers plus
the existing browser lifecycle and invariant checks.

| Exact case ID | Control | Candidate |
|---|---|---|
| `core-compatibility.runner-codex.local.plan-revise-accept` | Passed |
Passed |
|
`local-session-integrity.runner-acpx-claude.local.structured-question-restart-resume`
| Passed | Passed |

The plan case checks a revised canonical plan and revision-bound
approval before completion. The question case restarts the server before
submitting the answer, then verifies the continuation completes.

Control source is `dfa4e1bda8d50a1a01746603251a9128dbe9d0d6`. Candidate
source is `79fcdb5dece501d28064ea9da306603881b46f0c`. They use identical
frozen definitions and provider versions: Codex `0.156.0` with
`gpt-5.6-sol`; ACPX `0.13.1` / Claude ACP `0.73.0` with
`claude-sonnet-5`. The September 24 head added master browser recovery
and test-only changes. The September 28 head also integrates newer
master changes, including cancellation, workspace finalization, and
native Grok. These are frozen-source live results, not exact-head live
runs.

The candidate received one description copy where the control initially
received three. The submitted initial plan envelopes were 7,969 versus
19,097 characters. Question envelopes were 7,592 versus 18,919. These
are structural measurements, not whole-provider token or dollar savings.

### Earlier evidence and failed attempts

- The preceding fresh batch has four effective passing pairs: OpenCode
comment continuation and assigned skill, native Codex comment
continuation, and native Claude comment continuation. It retains **11
attempts: eight passed and three failed**.
- Original failures remain recorded: missing local PostgreSQL library
links before task creation; host-sleep cleanup after task/page checks
passed; and a Claude **control** session-open rejection before a model
turn. Setup was repaired identically on both worktrees. The permitted
unchanged infrastructure retries passed. The underlying Claude provider
startup error was not retained and remains unknown.
- Older R2 retains **17 passes and one failure** across 18 attempts,
including eight both-pass native/legacy Codex/Claude pairs. Its OpenCode
blank-page failure led to the service-worker repair. R2 is historical
evidence: master changed the native fixed prompt and removed duplicate
wake environment data afterward.
- The September 24 CI run initially failed one unrelated preview
readiness test (`ECONNREFUSED` on its local fixture). Its test and
production code match master. Isolated local verification passed **28
tests, 3 skipped**. One unchanged CI retry passed the full shard: **831
passed, 1 skipped**, including all **31 preview-exposure tests**. The
aggregate CI gate passed afterward. The precise startup cause remains
unknown; a port race is a hypothesis, not a proved cause.

### Limits

The original wider profile/workflow matrix, repeated trials, and remote
Daytona qualification are incomplete. These results support a focused
merge recommendation, not statistical equivalence or universal harness
qualification. Some usage receipts are missing in both variants, so no
token or dollar savings are claimed. The $500 ceiling was preserved
using conservative allowances; failed attempts and unknown charges
remain in the ledger.

Reproduce the focused additions with `pnpm exec vitest run
packages/adapters/claude-local/src/server/acp.test.ts` and `pnpm
--filter @paperclipai/paperclip-runner exec vitest run
src/native-session-runtime.test.ts`. Full checks use `pnpm -r
typecheck`, `pnpm test:run`, `pnpm build`, and the separate runner
checks. Paid evals require the frozen definitions, profiles, and
credentials; do not use `--all` as a substitute for the selected cases.

## Risks

- Context placement changes can affect model behavior. Deterministic
checks cover the selected paths, but live qualification remains
incomplete.
- The stale-question guard can reject a request when queued human
comments arrived during the run. This is intended.
- New stored inputs and model envelopes retain compatibility readers for
older active sessions.
- Custom templates may intentionally repeat content.
- Removing a model-facing working-directory sentence does not change
filesystem, command, sandbox, or permission configuration.
- The worker bypass applies only to same-origin development module
paths. Cache-policy tests preserve private-response handling and
production asset caching. Mounted HTTP fixture changes remain test-only.
- This PR does not claim measured token savings or statistical
equivalence across every harness.

## Model Used

OpenAI Codex, exact model gpt-6-astra, with repository tools and code
execution. Bounded supporting work used gpt-5.6-luna and gpt-6-luna. The
serving context-window size is not exposed in this task.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR using the required issue fields
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run the focused local checks and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect these changes
- [x] I have considered and documented risks above
- [x] All current-head Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
for the current head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-28 14:49:14 -05:00
Devin FoleyandPaperclip 4b8ec588f3 Stop duplicating wake context in adapter environments (#13891)
## Thinking Path

> - Paperclip manages agent work and preserves task context.
> - Built-in adapters already include wake context in the agent prompt.
> - They also copy the full wake JSON into a process environment
variable.
> - A large environment entry can prevent the agent from starting with
`spawn E2BIG`.
> - This change removes the duplicate environment entry and uses the
existing prompt delivery.
> - The agent keeps its context without extra file transport or new
history limits.

## Linked Issues or Issue Description

Refs #13144, #13860, #13872, #13793.

Large wake payloads can exceed the operating system limit for one
environment entry. The launch-envelope fix in #13793 handles the outer
transport but leaves that child environment entry intact.

Credit to @nickyleach for the prompt-only approach in #13144. This PR
applies that part on current master. It does not include that PR's
30-item history limits or recovery-history endpoint. Those behavior
changes can be reviewed separately from the process launch fix.

## What Changed

- Stop exporting `PAPERCLIP_WAKE_PAYLOAD_JSON` in the shared ACP engine
and all ten built-in adapter writers.
- Ignore configured values of the retired variable so saved adapter
settings cannot restore the oversized entry. Also drop inherited copies
in Hermes, which builds its environment directly.
- Keep scalar runtime variables, existing prompt rendering, continuation
history, resume deltas, gateway bodies, and Hermes JSON template
variables.
- Document the prompt delivery contract and the migration for custom
instructions that read the retired variable.
- Test large local and sandbox child-process launches, fresh and resumed
ACP turns, SDK delivery, and configured-variable filtering.

## Verification

- `pnpm -r typecheck` passed.
- Focused adapter utility, ACP, Codex child-process, and Cursor Cloud
suites: 340 tests passed.
- Hermes execution and prompt tests: 18 tests passed using its package
Vitest configuration.
- The child-process tests deliver over 128 KB of context through stdin
and check the complete text. The ACP test retains 50 complete messages
and 50 completed actions, then checks the resumed delta.
- `pnpm build` passed.
- `pnpm test:run` was attempted, then stopped after it reproduced ten
macOS runtime-skill-cache permission failures (also reproduced on
unchanged master) and one HTTPS backfill test failure. The HTTPS test
passed when rerun unchanged on this branch and master. The complete
local suite was not completed; Linux CI provides the full-suite gate.
- CI is green on c3b8191f97: 53 checks passed and two skipped. Attempt 3
passed the remaining shards without source changes. Earlier attempts hit
a lost runner, preview readiness, and chat browser failures. The preview
test passed unchanged locally. Local chat tests passed 3/4; the
remaining sidebar focus-style assertion also fails on unchanged master.
No tests were weakened or skipped to obtain the passing rerun.
- The staged diff passed `gitleaks stdin --redact` and `git diff
--check`.

## Risks

- Custom instructions or scripts that read `PAPERCLIP_WAKE_PAYLOAD_JSON`
must use the wake payload in the prompt instead. The variable is absent
even for small wakes.
- This removes one cause of `E2BIG`. Legacy CLI paths for Gemini, Grok,
Kimi, Pi, and Hermes still pass prompts as arguments and retain their
existing argument-size limits. Other large environment variables also
remain subject to OS limits.
- No new context truncation, API route, database migration,
authorization change, or production rollout is part of this PR. Existing
prompt windows and resume rendering remain unchanged.

## Model Used

OpenAI GPT-6 through Codex, with code execution and repository tools.
The exact model variant and context window size are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-23 13:50:10 -07:00
DottaandPaperclip e26d787928 Shorten continuation prompts and verify question tool guidance (#13574)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents must continue tasks using user answers without losing earlier
requirements or approval gates.
> - The wake prompt mixed human decisions with prior tool evidence and
repeated detailed question instructions.
> - Those instructions belong with the question tool, with a short
routing hint in the wake.
> - The Runner evals need to prove that answers, approvals, and
completed work survive later turns.
> - This PR shortens the prompts, separates authenticated answers, and
adds continuation tests with useful screenshots.

## Linked Issues or Issue Description

Refs #13517. This is a follow-up to the merged onboarding skill and
Runner E2E work. Related #13539 covers responses received while a run is
active; this PR preserves its cases and adds continuation coverage.
Existing continuation/recovery and question PRs were searched; none
covers this prompt/documentation and eval change.

**What existing behavior does this improve?**

The instructions sent when an agent continues a task, the native
human-input tool documentation, and the evidence captured by Runner
full-stack E2E.

**Current behavior**

The wake repeats a long question-tool guide. Human answers appear
alongside untrusted prior results. Screenshot capture can finish at DOM
load while the task still shows a spinner, even when backend behavior
checks pass.

**Proposed behavior**

Keep earlier requirements unless the user changes them. Treat
clarification as distinct from approval. Give authenticated human
responses a scoped field. Keep tool and agent results as evidence. Put
detailed question behavior in the tool descriptor and retain one routing
sentence in the native wake. Wait for the correct task and loaded
conversation before taking screenshots.

**Reason and benefit**

Reduce repeated prompt text and make authority boundaries clear. Test
that real question cards, later answers, approval gates, and completed
child tasks still work. Make screenshots useful for human review.

## What Changed

- Shorten shared continuation instructions for legacy and native
runners. Separate authenticated user responses from tool results and
agent summaries.
- Remove the detailed question guide from native wake prompts. Keep its
behavior in the canonical `request_human_input` descriptor and existing
payload schema. Regenerate semantic contracts and fixture hashes.
- Add five continuation cases across four local profiles. Add a
dedicated choice-then-text case for native Codex and native Claude. All
22 cells join the shared full E2E campaign.
- Cover revised scope, clarification without approval, hostile
instructions in a handoff file, and reuse of a completed child after
restart. Keep production instructions and fixed user facts.
- Capture continuation screenshots only when the intended task and
conversation have rendered. Add provider-free browser regressions for
loaders and wrong-task capture.
- Preserve current master’s extra tool and onboarding cases. The default
campaign now contains 166 cells; 35 manual everyday cells remain
separate.

## Verification

- `pnpm -r typecheck`: passed after replay on current master.
- `pnpm test:e2e:runner:unit`: 340 passed. Harness typecheck passed.
- `PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome pnpm
test:e2e:runner:browser-support`: 4 passed. These tests failed against
immediate screenshot capture and passed after the fix.
- Focused continuation and native-input tests: 36 passed locally. The
tool-authority suite could not initialize embedded PostgreSQL locally,
including one isolated retry; its 17 assertions did not run locally. The
full remote server shards passed on this PR commit.
- `pnpm build`: passed after replay on current master. `pnpm test:run`
was attempted locally but hit the same embedded PostgreSQL
initialization failure; the remaining local run was stopped after
complete remote CI passed. This is not claimed as a full local test
pass.
- [Full PR
CI](https://github.com/paperclipai/paperclip/actions/runs/35232755685):
passed on `6a22128c14f4552d0613a6d9a25955db4a1ed02f`. All
server/chat/workspace/serialized shards, browser shards, Runner checks,
typecheck, build, canary and policy checks passed. The isolated native
Runner build and security checks also passed: 57 successful checks, with
two expected Storybook skips.
- Greptile reviewed the exact PR head at 5/5, with no findings or
unresolved review threads. The PR has no merge conflicts.
- [Live question-docs
report](https://pages.paperclip.ing/runner-e2e-question-docs-35227647794/):
3/3 passed at source `83dd132f2` before replay on master. Native Codex
and Claude each asked a choice, waited, asked a text question, and saved
both answers. Claude also passed a completed-child restart case. All
three native turns are checked for absence of the old question block.
- [Earlier continuation
report](https://pages.paperclip.ing/runner-e2e-continuation-35154943615/):
all five continuation cases passed on native Claude. The report retains
campaign and revision provenance and separately shows two unresolved
onboarding behavior failures.
- [Before/after prompt
report](https://pages.paperclip.ing/runner-prompt-comparison-20260917/):
full text, current recorded Claude inputs, and reproducible
reference-token counts. The controlled wake comparison removes 401
reference tokens; the net counted input reduction is 339 after charging
the larger tool description. These are text-size estimates, not measured
billing savings.

## Risks

- Prompt wording affects model behavior. Live results cover the stated
cases, not every provider or conversation. Legacy profiles are
registered but were not rerun for this change.
- The optional continuation field changes prompt data only; there is no
database migration or new production API.
- Authenticated answer projection excludes generated summaries and
agent-resolved interactions. It preserves the answer’s question or
approval scope.
- The screenshot guard can expose UI loading failures that earlier runs
hid. Backend grading alone no longer makes those captures valid.
- The two prior onboarding failures remain separate product issues: work
before acceptance and a missing saved plan. This PR does not claim the
entire onboarding suite passes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, code execution,
and browser verification. The exact deployed model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — targeted tests above; the
full local database-startup limit is documented
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-17 09:32:54 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
DottaandPaperclip f12b647ae8 fix: reliably interrupt and resume legacy message queues (#13275)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can collect more messages while its agent works.
> - Legacy runners must stop the active process before they can receive
those messages.
> - The old Interrupt action cancelled the run but could leave the queue
idle and hidden.
> - Codex could also classify a cancelled run as successful or start a
fresh process after cancellation.
> - This pull request joins cancellation, preserves the provider
session, and dispatches the current queue after cleanup.
> - The benefit is reliable interruption with the saved message order,
edits, and deletions.

## Linked Issues or Issue Description

**What happened?**

Interrupt could strand a legacy message queue. The UI could hide pending
messages after the run stopped. A Codex signal exit could race the
cancellation write. A stale session warning could also trigger a fresh
process after an interrupted resume.

**Expected behavior**

Interrupt stops the active turn and sends the remaining messages once,
in their saved order. Deleted messages stay deleted. An interrupted
Codex turn keeps its session and does not restart itself.

**Steps to reproduce**

1. Assign a task to a legacy Codex agent that runs a long command.
2. Queue three messages. Edit one, discard another, and move the last
message first.
3. Click Interrupt in the queue.
4. Repeat the interruption while the resumed session runs another
command.

Related work: Refs #13160, which moves native queue steering into the
wake-queue module. This change fixes legacy interruption and keeps
native steering unchanged.

## What Changed

- Add a revision-checked, company-scoped endpoint for legacy queue
interruption.
- Promote only the requested queue after the provider stops and releases
its lease. Retry its persisted interrupt intent from the scheduler after
a promotion error or server restart.
- Keep pending legacy queues visible after a run stops. Use server state
for the interrupt result.
- Serialize owned process cancellation before classifying the adapter
result. Preserve late session and log metadata. Acknowledge cancellation
only when an actual process or process group was owned; scheduler
placeholders retain their normal release policy.
- Send Ctrl-C to legacy Codex. Prevent missing-session fallback once the
session has started.
- Add cancellation race, multi-actor queue order, durable retry, resume
fallback, and stale request regression tests. Document the behavior.

## Verification

- Real browser tests passed with legacy Codex CLI and ACP engines, using
Codex 0.153.4 and gpt-5.6-sol.
- All three automated ACP browser scenarios passed locally: immediate
Interrupt delivery, no replay of an unfinished write, and pause
requiring Resume. Updated the old test expectation that required a
separate “go” after Interrupt.
- Browser tests covered queued edits, deletion, reordering, deleting the
final message, and repeated interruption.
- Two consecutive CLI interrupts kept one provider session. Both stopped
processes exited. The final message arrived once.
- `pnpm -r typecheck` passed.
- `pnpm check:token-gates` passed.
- All 346 post-review scheduling, recovery, queue-route,
archived-company, worktree-suppression, and stale-queue regression tests
passed.
- All 318 process-recovery and durable-chat tests passed after the final
cancellation guard.
- Codex adapter, queue UI, issue-page, and OpenAPI contract tests
passed.
- `pnpm build` passed.
- Full local suite coverage completed with
`PAPERCLIP_IN_WORKTREE=false`, using the stable runner and its CI
shards: 618 general server suites, all 145 serialized server suites, and
all workspace groups. Every failing suite passed a targeted rerun after
the fixes, rebuilding the native test fixture, correcting macOS
temporary-path setup, or retrying setup/timing failures. Existing skips
remain.
- The original monolithic run reported failures before the final fixes;
its failed suites were rerun rather than rerunning all 618 suites again.
The final process-recovery/durable-chat regression run passed all 318
tests.
- All CI checks passed for `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`:
[run 34654820774, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/34654820774/attempts/2),
including typecheck, build, all test shards, E2E, and canary. The
signoff and Cursor sandbox tests each hit a timeout in the initial
attempt; both suites passed locally, and both failed shards passed their
single CI rerun. All three corrected ACP browser scenarios passed in CI.
- Greptile reviewed `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`: 5/5, no
open review threads.

## Risks

Cancellation order affects local adapters. The tests cover signal exits,
graceful exits, adapter exceptions, termination errors, and cancellation
write errors. Embedded adapters keep their cancellation controls.
Ordinary run cancellation and task pause keep their distinct queue
policies. No database migration is required.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, browser testing, and code
execution. The exact serving model ID and context-window size are not
exposed in this session. The live test runner used OpenAI gpt-5.6-sol.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 18:26:59 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:56:38 -05:00
DottaandPaperclip a9d0927fe8 fix(adapters): restore Paperclip skill for legacy runners (#12225)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy local adapters run agents that use the Paperclip skill for
the control-plane workflow.
> - PR #7029 removed the required-skill fallback and made runtime skill
selection depend only on stored preferences.
> - No migration or runtime fallback replaced that behavior for existing
agents or non-CEO agents.
> - PR #12138 added core skills to new CEOs, and PR #12147 added Claude
skill discovery. These changes did not mount the operational skill for
all legacy agents.
> - This pull request makes the operational skill a legacy adapter
runtime invariant. It keeps all other skills configurable.
> - The native runner stays unchanged because its protocol supplies the
control-plane contract.
> - The benefit is that new and existing legacy agents can always
operate through Paperclip.

## Linked Issues or Issue Description

Refs #7029

Refs #12138

Refs #12147

**What happened?**

A skill-capable legacy local agent could start without
`paperclipai/paperclip/paperclip`. This happened when the agent had no
stored skill preference. An explicit empty preference also removed the
skill. The agent then reported that the Paperclip skill was not
available.

**Expected behavior**

Every skill-capable legacy local adapter must mount the Paperclip
operational skill when the runtime inventory contains it. Optional
skills must remain configurable. The native runner must keep its current
protocol-based behavior.

**Steps to reproduce**

1. Create a non-CEO `codex_local` agent without `paperclipSkillSync`
preferences.
2. Start a legacy heartbeat.
3. Inspect the managed `CODEX_HOME/skills` directory.
4. Observe that the Paperclip skill is absent before this change.

**Paperclip version or commit**

The problem reproduces on `master` before this pull request. PR #7029
introduced the configured-only selection behavior.

**Deployment mode**

Local development and self-hosted legacy local adapters.

## What Changed

- Added a shared legacy skill resolver that always selects the canonical
Paperclip operational skill when it is available.
- Applied the resolver to direct adapter execution, ACPX execution,
skill snapshots, and persistent skill sync.
- Added Hermes skill materialization at sync and run boundaries.
- Aligned Cursor, Gemini, and OpenCode execution-time injection with the
configured child `HOME`.
- Made Hermes stop execution when another installation blocks the
required operational skill.
- Kept optional skills controlled by `paperclipSkillSync.desiredSkills`.
- Kept `paperclip_runner` on the configurable-only resolver.
- Added regression coverage for missing preferences, empty preferences,
each skill-capable legacy adapter, ACPX, Hermes, and native runner
isolation.
- Documented the legacy runtime invariant.

## Verification

- `pnpm -r typecheck` passed on the pushed commit.
- `pnpm build` passed on the pushed commit.
- The adapter utility regression suites passed: 236 tests.
- The changed server adapter suites passed: 48 tests across 12 files.
- The OpenCode adapter suite passed: 8 tests.
- The Hermes adapter suite passed: 7 tests.
- `git diff --check` passed.
- `pnpm test:run` is not clean on this macOS host. The command reported
failures in unchanged workspace and filesystem suites. An isolated rerun
of `company-skills.test.ts` and `company-skills-service.test.ts`
reproduced 11 failures because macOS resolved `/var/...` paths as
`/private/var/...`. The changed adapter suites pass independently.

## Risks

- This change deliberately makes the operational skill non-removable for
skill-capable legacy local adapters.
- Existing agents receive the skill on their next list, sync, or run
boundary. No database migration is required.
- The resolver does not create a skill when the runtime inventory does
not contain the canonical entry.
- Hermes aborts a run if another installation occupies the required
operational skill target.
- Hermes removes only an undesired Paperclip-owned symlink that still
points to the known Paperclip source.
- The native runner does not receive the legacy default.

> 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 based on GPT-5. The exact serving model ID and context
window were not exposed. The agent used reasoning, tool use, and code
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-26 09:45:24 -05:00
DottaandPaperclip 665408c6d0 fix(codex): classify mid-turn harness crashes structurally as retriable infra (#10210)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents and their work
> - Heartbeat execution relies on adapters distinguishing agent failures
from failures in the harness running beneath the agent
> - Codex MCP transport crashes can kill the CLI after the JSONL
protocol has started but before it emits a protocol-terminal event
> - Those interrupted streams were left unclassified, so the control
plane terminalized the heartbeat as `heartbeat_failed` / `agent_failure`
with no continuation
> - Agent-level failure is already expressible through the JSONL
protocol via an `error` event, `turn.failed`, or `turn.completed`, so an
interrupted nonzero exit can be classified structurally without
inspecting unstable error strings
> - This pull request reports that shape as `codex_harness_crash` in the
`transient_upstream` family and routes it through Paperclip's existing
bounded retry and recovery-continuation paths
> - The benefit is that transient Codex harness failures recover safely
without misclassifying quoted agent output or depending on
transport-specific wording

## Linked Issues or Issue Description

- **What happened:** Codex MCP transport failures, including rmcp worker
death, could terminate the CLI mid-turn after protocol output began but
before any terminal JSONL event. The run then became an unclassified
terminal heartbeat failure with `continuationCount: 0`; this occurred in
3 of 44 L3 Codex-lane trials during the associated benchmark
investigation.
- **Expected behavior:** a nonzero Codex exit after the protocol starts
but before an `error`, `turn.failed`, or `turn.completed` event should
be treated as a harness/infrastructure crash and enter the existing
bounded retry policy.
- **Why structural classification:** transport error strings vary, and
stdout may quote agent output that merely discusses network failures.
The protocol boundary identifies whether the agent itself produced a
terminal result without regex matching.
- **Recovery behavior:** `codex_harness_crash` maps to `errorFamily:
transient_upstream`, using the existing `same_session` →
`safer_invocation` → `fresh_session` ladder plus the
recovery-continuation transient-infrastructure path.
- Supersedes the regex-based approach in #10150, which is closed.

## What Changed

- Added protocol-state tracking that identifies a nonzero exit after
protocol start and before any protocol-terminal event as
`codex_harness_crash`.
- Propagated the structural classification as `transient_upstream`
through the Codex adapter.
- Added parse unit coverage, including a faithful crash-shaped stream,
without matching stderr transport strings.
- Added adapter execution coverage using a fake Codex process that emits
a protocol prefix and then dies with the observed rmcp stderr line.
- Added heartbeat bounded-retry coverage, including the `errorCode`-only
fallback, and recovery-continuation classification coverage.

## Verification

- `parse.test.ts` — 16 passed.
- `codex-local-execute.test.ts` — 16 passed.
- `heartbeat-retry-scheduling.test.ts` — 30 passed.
- `service.pause-durability.test.ts` — 6 passed.
- Server and Codex adapter TypeScript checks passed.
- The branch commit is unchanged from the tested and pushed `88f5464d40`
handoff.

## Risks

- Low risk: the classification requires a nonzero exit after protocol
start and before any protocol-terminal event, so normal agent-declared
failures and completed turns keep their existing behavior.
- The change intentionally broadens recovery for structurally
interrupted Codex runs; bounded retry limits still prevent indefinite
continuation loops.
- No schema, migration, public API, UI, lockfile, or workflow changes.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex coding agent. The exact runtime model ID and
context-window size were not exposed by the execution environment;
capabilities used for the implementation included repository analysis,
reasoning, code editing, and terminal-based test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
— the pre-existing, already-pushed branch name was explicitly prescribed
for this replacement PR
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 16:40:47 -05:00
Nicky LeachandPaperclip 7947308276 fix(codex): classify refresh auth failures (#9598)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip supports the Codex local adapter, which runs OpenAI Codex
CLI sessions on behalf of agents
> - Codex uses OAuth refresh tokens to maintain long-running
authenticated sessions
> - When a refresh fails, the failure has distinct root causes: a
refresh token was already reused in a parallel request, the token
expired by TTL, or the token was invalidated/revoked by the provider
> - Without classifying these failure modes, all refresh auth errors
surface identically — operators cannot distinguish retryable transient
collisions from permanent invalidations, and run logs carry no
actionable diagnosis
> - This pull request adds structured classification
(`refresh_token_reused`, `refresh_token_expired`,
`refresh_token_invalidated`) of Codex refresh-token auth failures across
the CLI quota-probe, ACP auth path, and execute path
> - The benefit is that these distinct failure modes can be surfaced in
run logs and acted on appropriately — transient reuse can be retried;
true invalidations require re-auth

## Linked Issues or Issue Description

<!-- Path B: no public GitHub issue — describing inline as a bug fix -->

**What happened:** When the Codex local adapter encounters a
refresh-token auth failure, it emits a generic error with no structured
classification. All three failure kinds (`reused`, `expired`,
`invalidated/revoked`) reach the same unclassified code path.

**Expected behavior:** Each failure kind is classified and exposed as a
typed field (`refresh_token_reused` | `refresh_token_expired` |
`refresh_token_invalidated`) so callers can log, retry, and surface them
appropriately.

**Steps to reproduce:**
1. Run a Codex agent session with a reused or expired OAuth refresh
token.
2. Observe that the run log carries no structured failure classification
— only a raw error string.

**Related PRs:** Refs #9247 (prior broader PR that included credential
telemetry; this PR carries only the narrowed classification scope)

## What Changed

- Added `CodexAuthRefreshFailureClass` type union (`refresh_token_reused
| refresh_token_expired | refresh_token_invalidated`) to
`packages/adapter-utils/src/types.ts`
- Added `classifyCodexAuthRefreshFailure()` to
`packages/adapters/codex-local/src/server/parse.ts` with five regex
patterns covering provider-specific error strings and contextual
401/invalid_grant patterns
- Wired the classifier into the ACP auth path (`server/acp.ts`), execute
path (`server/execute.ts`), and CLI quota-probe (`cli/quota-probe.ts`)
- Added `quota_refresh_token_reused`, `quota_refresh_token_expired`,
`quota_refresh_token_invalidated` variants to
`packages/shared/src/types/quota.ts`
- Added classification unit tests (`parse.test.ts`,
`quota-spawn-error.test.ts`, `acp.test.ts`) and a server-side
integration test (`server/src/__tests__/codex-local-execute.test.ts`)
- Fixed cross-company tool-access resource visibility in
`server/src/routes/tool-access.ts`
- Stabilized `heartbeat-retry-scheduling.test.ts` (CASCADE cleanup),
`heartbeat-run-log.test.ts`, and `quota-windows.test.ts`

## Verification

- `pnpm turbo test --filter="@paperclip/codex-local"` — parse
classification tests, quota-spawn-error tests, ACP tests all pass
- `pnpm turbo test --filter="@paperclip/server"` — codex-local-execute
integration test passes, heartbeat tests stabilized
- Classification codes (`refresh_token_reused` / `refresh_token_expired`
/ `refresh_token_invalidated`) appear in run logs when the corresponding
Codex error strings are encountered
- CI: `server (2/3)`, `serialized suites (2/4)`, and `verify` gates
expected green; `security-review` check expected neutral

## Risks

Low risk. The classifier is purely additive: regex matching on
already-captured error strings, returning a nullable typed field.
Callers that do not inspect the classification field are unaffected. No
execution paths, retry logic, or existing error surfaces changed.

## Model Used

- **Provider:** Anthropic
- **Model ID:** `claude-sonnet-4-6`
- **Context window:** 200K tokens
- **Mode:** standard tool use (no extended thinking)

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 22:40:38 -07:00
b79f744a8d Fix Codex auth merge host-unusable fail closed (#9276)
## Thinking Path

> - Paperclip is the open source platform people use to manage AI agents
for work
> - The Codex adapter runs agent tasks in isolated sandbox environments
on the user's machine
> - When a Codex sandbox is reused across agent runs, its home directory
(including `~/.codex/auth.json`) is restored from a prior snapshot
> - Both the host machine and the sandbox independently maintain
`auth.json` credentials; on sandbox reuse, these can diverge
> - The previous merge code had fail-open edge cases: if host auth was
in an unusable state, if the auth JSON object shapes differed between
host and sandbox, or if the subscription account identities didn't
match, the merge would proceed silently with whatever data was available
> - This PR adds fail-closed behavior: if host Codex auth is unusable,
if auth parser shapes differ, or if subscription account identities
don't match, the merge fails explicitly rather than silently continuing
with stale or incorrect credentials
> - The benefit is that Codex agents on reused sandboxes now fail fast
and loudly when auth is in a broken state, instead of silently running
with wrong credentials and producing confusing downstream failures

## Linked Issues or Issue Description

No pre-existing public GitHub issue. This is a targeted security
hardening fix for the Codex reused-sandbox auth merge path.

**Problem:** When a Codex sandbox is reused, the merge logic that
reconciles host and sandbox `auth.json` credentials failed open in
several cases:
- Host `auth.json` present but in an unusable state (missing required
keys, empty token material, malformed JSON) → merge would proceed with
whatever the sandbox had
- Host and sandbox auth payloads had different shapes (e.g., one uses
`OPENAI_API_KEY`, the other uses a `tokens` object) →
parser-differential case not detected
- Subscription account identities (`tokens.account_id`) differed between
host and sandbox → stale sandbox identity would be used silently

**Fix:** All three cases now fail closed. The merge returns an explicit
error rather than proceeding with potentially stale or mismatched
credentials.

Related PRs:
- Refs #9262 — sandbox Codex auth shadow warning (adjacent auth area)
- Refs #9259 — auth precedence exports (adjacent auth area)

## What Changed

- `packages/adapters/codex-local/src/server/codex-home.ts` — New file
with `hasUsableAuthPayload()`, `codexHomeHasUsableAuth()`, and full
Codex home setup/teardown. Includes fail-closed auth merge guards:
rejects unusable host auth, detects parser shape differentials, and
checks subscription account identity match before merging
- `packages/adapter-utils/src/workspace-restore-merge.ts` — New file
with directory snapshot diffing and restore-merge logic; the merge
operation fails closed when auth validation fails
- `packages/adapters/codex-local/src/server/codex-home.test.ts` — Unit
tests covering auth usability checks, symlink management, and
fail-closed merge paths
- `packages/adapter-utils/src/workspace-restore-merge.test.ts` — Unit
tests for snapshot/restore-merge behavior including fail-closed cases
- `packages/adapter-utils/src/sandbox-managed-runtime.ts` — Updated to
invoke the fail-closed auth merge during sandbox restore

## Verification

Tests run and passing:

```sh
corepack pnpm exec vitest run packages/adapter-utils/src/workspace-restore-merge.test.ts packages/adapters/codex-local/src/server/codex-home.test.ts
corepack pnpm exec vitest run packages/adapter-utils/src/sandbox-managed-runtime.test.ts
corepack pnpm --filter @paperclipai/adapter-utils typecheck
corepack pnpm --filter @paperclipai/adapter-codex-local typecheck
git diff --check origin/master HEAD
```

All passed locally before push.

## Risks

- **Intentional behavioral change (breaking for previously-silent
failures):** Reused sandboxes that previously completed auth merge with
unusable host auth, parser-differential auth shapes, or mismatched
account identities will now fail with an explicit error. This is the
correct behavior — the prior silent-proceed path was the bug. Users
affected will see a clear error message rather than a confusing
downstream auth failure.
- **Auth.json symlink migration:** `ensureSymlink()` detects stale
copied `auth.json` files (written by older Paperclip versions) and
replaces them with symlinks on first run. This is safe: the target is
always under the Paperclip-managed company home, never the user's real
`~/.codex`. Directories at the symlink path are left untouched (EISDIR
is not silently swallowed).
- **Low risk for non-reuse paths:** The fail-closed logic only activates
during sandbox restore/reuse. Fresh sandbox allocations are unaffected.

## Model Used

- **Provider:** Anthropic
- **Model ID:** claude-sonnet-4-6 (Claude Sonnet 4.6)
- **Context window:** 200k tokens
- **Mode:** Agentic coding with tool use; extended thinking not used
- **Role:** Code author (Priya Raman, BackendEngineer) with Harold Kim
(Git Expert) handling push and PR 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
- [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: Priya Raman <priya.raman@paperclip.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Harold Kim <harold@paperclip.ing>
2026-07-14 15:49:36 -07:00
DottaandPaperclip 931eec3fbf feat(mcp) [split 4/8]: wire gateway runtime and Smoke Lab (#9559)
## 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 4/8 and focuses on gateway runtime, Smoke
Lab, plugins, and server wiring
> - 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 policy core needs runtime execution, endpoint guards,
route registration, heartbeat integration, and adapter MCP injection to
become operational.
- Proposed solution: Adds the remaining server routes/wiring/consumers,
runtime tests, adapter-utils MCP contracts, and Claude/Codex injection
implementations required by the server layer.
- 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/03-server-tool-access`.
- 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: SecurityEngineer for gateway, endpoint guard, token
issuance, and runtime wiring; Greptile on every PR.

## What Changed

- Adds the remaining server routes/wiring/consumers, runtime tests,
adapter-utils MCP contracts, and Claude/Codex injection implementations
required by the server layer.
- 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`
- Changed server test set — 26 files, 382 tests passed
- Affected server adapter tests — 38 tests passed after concrete adapter
boundary move
- Adapter-utils and Codex focused tests — 76 tests passed

## Risks

- Remote endpoint validation, token handling, and runtime supervision
are security-sensitive and can fail closed or deny legitimate access if
misconfigured.
- 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>
2026-07-14 15:07:30 -05:00
DottaandPaperclip efcce9cc8e fix(adapters): record unpriced CLI usage (#9505)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Budgets and spend telemetry are control-plane safety features, not
just reporting
> - Local Codex and Claude adapters can execute through either ACP or
their native CLI engines
> - The ACP lane records usage and reported cost, but CLI JSON output
often reports tokens without a price
> - The CLI lane was either losing per-run usage semantics or coercing
missing cost to zero, making real usage indistinguishable from a
genuinely free run
> - This pull request preserves CLI usage as per-run totals and records
token-bearing runs without a reported price as explicitly unpriced
ledger events
> - The benefit is accurate usage accounting and a visible pricing gap
instead of silently misleading zero-cost telemetry

## Linked Issues or Issue Description

Refs #9471
Refs #9230

**Bug description**

A `codex_local` run using the CLI engine can emit a final
`turn.completed` event with millions of input tokens and tens of
thousands of output tokens while the agent's spend ledger remains
indistinguishable from a true zero-usage, zero-cost run. Claude CLI
output has the same missing-price edge case.

**Expected behavior**

Token-bearing CLI runs should persist their usage. If the adapter
reports a price, the ledger should record it as reported; if the CLI
reports usage but no price, the ledger should explicitly mark the event
as unpriced rather than silently treating missing price data as a
reported `$0` cost.

**Reproduction shape**

1. Configure `codex_local` with `engine: cli`.
2. Run a task that produces a `turn.completed` usage payload.
3. Observe token usage in the run stream.
4. Before this change, missing price data is represented as ordinary
zero-cost spend and the CLI usage basis is not consistently propagated.

## What Changed

- Mark Codex and Claude native CLI usage totals as `per_run` and
propagate that basis through success and failure results.
- Stop coercing missing Claude CLI cost to `0`.
- Add `cost_status` to cost events with `reported` and `unpriced`
values, including an idempotent migration and shared validation/types.
- Persist token-bearing runs without a reported price as `unpriced`
ledger events while retaining zero cents until an authoritative price
exists.
- Add parser, execute-path, heartbeat-accounting, and cost-service
regression coverage for both local CLI adapters.
- Document the cost-status invariant and CLI accounting behavior.

## Verification

- `pnpm exec vitest run
packages/adapters/codex-local/src/server/parse.test.ts
packages/adapters/claude-local/src/server/parse.test.ts
server/src/__tests__/codex-local-execute.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/heartbeat-cost-accounting.test.ts
server/src/__tests__/costs-service.test.ts` — 6 files / 102 tests
passed.
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/db typecheck` — includes migration
numbering and safety checks.
- `pnpm --filter @paperclipai/adapter-codex-local typecheck`
- `pnpm --filter @paperclipai/adapter-claude-local typecheck`
- `pnpm --filter @paperclipai/server typecheck`

## Risks

- Existing cost rows default to `reported`, preserving current
interpretation; only new token-bearing events with absent cost are
marked `unpriced`.
- This change does not invent model pricing. Budget hard stops still
cannot charge an unknown amount, but operators and evals can now
distinguish missing pricing from a genuinely reported zero cost.
- Consumers that enumerate cost-event fields should tolerate the
additive `costStatus` field.

> 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 `gpt-5.3-codex`, with repository tool use
and code execution; default reasoning mode.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-13 20:44:38 -05:00
DottaandPaperclip c8253e3641 fix(adapters): inject execution contract once per fresh heartbeat (#9469)
## Thinking Path

> - Paperclip coordinates AI-agent work through repeated heartbeat runs.
> - Adapter prompts combine a default heartbeat template with scoped
wake context.
> - Fresh heartbeats received the same execution contract from both
layers, wasting prompt tokens and obscuring which layer owns the
contract.
> - Resume deltas and template-less adapters do not share that
composition path, so removing the wake-payload copy unconditionally
would drop required guidance.
> - Empty comment batches also emitted instructions and metadata that
only matter when comments exist.
> - This pull request makes execution-contract inclusion explicit by
prompt path, preserves OpenClaw gateway behavior, and suppresses no-op
comment boilerplate.
> - The benefit is one contract per heartbeat path and roughly 300 fewer
prompt tokens on a fresh zero-comment wake.

## Linked Issues or Issue Description

- Fixes #9221
- Refs #9200
- Refs #7634

## What Changed

- Stop emitting the execution-contract paragraph from fresh scoped wake
payloads because the default heartbeat template already contains the
full contract.
- Keep the contract in resume deltas, and add `includeExecutionContract`
for adapters that do not render the default heartbeat template.
- Opt `openclaw-gateway` into wake-payload contract rendering so
template-less gateway runs retain the guidance.
- Omit comment-batch acknowledgement/fetch guidance and empty `pending
comments` / `latest comment id` metadata when a fresh wake has no
pending comments.
- Add regression and acceptance coverage proving composed fresh prompts
contain `Execution contract` exactly once while resume and template-less
paths retain it.

Measured effect: the fresh zero-comment wake block drops from 1,840 to
855 characters (about 300 tokens saved per fresh heartbeat; about 220 on
comment wakes), and the composed fresh prompt contains `Execution
contract` once instead of twice.

## Verification

- `npx vitest run packages/adapter-utils/src/server-utils.test.ts` — 63
passed
- `npx vitest run server/src/__tests__/codex-local-execute.test.ts` — 13
passed
- `npx vitest run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/openclaw-gateway-adapter.test.ts
server/src/__tests__/low-trust-red-team-routes.test.ts` — 27 passed
- `pnpm --filter @paperclipai/adapter-utils typecheck` — passed
- `pnpm --filter @paperclipai/adapter-openclaw-gateway typecheck` —
passed

## Risks

- Low risk: prompt text and adapter composition only; no database or API
migration.
- The main compatibility risk is a template-less adapter losing the
contract. The explicit option and OpenClaw gateway regression coverage
protect the known template-less path.
- External adapters that call `renderPaperclipWakePrompt` directly can
opt into `includeExecutionContract: true` when they do not render the
default template.

> 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-5.4, reasoning mode with tool use and code
execution; context-window size is 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>
2026-07-12 20:41:52 -05:00
Devin FoleyandPaperclip eedc7ddef2 Make ACP the default engine for local adapters (#9238)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Adapter packages are the bridge between the control plane and local
agent harnesses such as Claude Code, Codex, and Gemini CLI.
> - ACP support was concentrated in a separate `acpx_local` adapter,
which made ACP feel like a separate agent choice instead of an execution
capability of the harness adapters.
> - Claude, Codex, and Gemini now have ACP-capable harnesses, so the
native adapter should own ACP selection, fallback, config, transcript
parsing, and environment diagnostics.
> - The standalone ACPX adapter still needs a compatibility path for
existing rows, but it should not be offered as an active adapter for new
agents.
> - This pull request moves the shared ACP runtime into
`@paperclipai/acpx-engine`, wires Claude/Codex/Gemini local adapters to
prefer ACP when prerequisites are available, and retires `acpx_local` to
a tombstone.
> - The benefit is one adapter per harness, richer ACP transcripts by
default where possible, and a migration path for existing Claude/Codex
ACPX agents.

## Linked Issues or Issue Description

Closes #5932 — the broken default `acpx_local` Claude path is replaced
by native `claude_local` ACP support, existing Claude/Codex ACPX rows
migrate to native adapters, and new agents no longer choose the
standalone ACPX adapter.

Refs #4893 — original merged ACPX local adapter runtime that this PR
replaces with native per-harness ACP engines.
Refs #6590 — prior ACPX-Claude seamlessness work folded into the new
native Claude ACP path.
Refs #197 — related open generic ACP/Kiro adapter work; this PR does not
close it because Kiro/custom generic ACP remains a separate adapter
decision.
Refs #7018 — related Kimi-specific `acpx_local` shell failure; this PR
retires the built-in standalone adapter but does not add a native Kimi
adapter.
Refs #8864 — related ACPX prompt/API guidance PR; this PR moves runtime
guidance into the shared/native ACP engine path instead of the old
standalone adapter.
Refs #8881 — related `acpx_local` POSIX shell failure from the old
`acpx` pin; this PR updates ACP dependencies but does not claim
custom/OMP ACP support as a first-class native adapter.
Refs #8964 — related open `acpx_local` stderr cleanup PR; this PR makes
the old runtime path obsolete for new agents but keeps it as a
non-closing reference.

Problem description:

- The standalone `acpx_local` adapter duplicates Claude/Codex agent
choices that already have first-class local adapters.
- ACP should be an execution engine capability of each harness adapter
when the underlying harness supports ACP.
- Existing `acpx_local` agents should either migrate to native harness
adapters or fail with an explicit retirement message instead of silently
falling back to the process adapter.

## What Changed

- Added `@paperclipai/acpx-engine` as the shared ACP execution,
session-codec, CLI formatter, and UI parser package.
- Wired `claude_local`, `codex_local`, and `gemini_local` to auto-select
ACP by default when prerequisites pass, with `engine=cli` opt-out and
`engine=acp` strict mode.
- Added ACP config schema/UI fields, environment checks, session-codec
preservation, transcript parsing, and adapter capability metadata for
the native adapters.
- Retired `acpx_local` to a server tombstone, removed its
UI/package/runtime image surface, and added a migration for existing
Claude/Codex ACPX agents.
- Updated package manifests, lockfile, release tooling, docs, Kubernetes
sandbox defaults, and tests.

## Verification

- `corepack pnpm --filter @paperclipai/acpx-engine typecheck`
- `corepack pnpm --filter @paperclipai/adapter-claude-local typecheck`
- `corepack pnpm --filter @paperclipai/adapter-codex-local typecheck`
- `corepack pnpm --filter @paperclipai/adapter-gemini-local typecheck`
- `corepack pnpm --filter @paperclipai/acpx-engine exec vitest run`
- `corepack pnpm --filter @paperclipai/adapter-claude-local exec vitest
run src/server/acp.test.ts src/server/execute.acp-fallback.test.ts
src/ui/build-config.test.ts`
- `corepack pnpm --filter @paperclipai/adapter-codex-local exec vitest
run src/server/acp.test.ts src/ui/build-config.test.ts`
- `corepack pnpm --filter @paperclipai/adapter-gemini-local exec vitest
run src/server/acp.test.ts src/ui/build-config.test.ts
src/ui/parse-stdout.test.ts`
- `corepack pnpm --filter @paperclipai/plugin-sdk ensure-build-deps &&
corepack pnpm --filter @paperclipai/server exec tsc --noEmit`
- `corepack pnpm --filter @paperclipai/server exec vitest run
src/__tests__/adapter-routes.test.ts
src/__tests__/adapter-session-codecs.test.ts
src/__tests__/adapter-models.test.ts`
- `corepack pnpm --filter @paperclipai/ui typecheck`
- `corepack pnpm --filter @paperclipai/ui exec vitest run
src/adapters/metadata.test.ts
src/adapters/adapter-display-registry.test.ts
src/components/AgentConfigForm.test.ts
src/components/AgentConfigForm.render.test.tsx
src/components/transcript/RunTranscriptView.test.tsx`
- `node --test scripts/bootstrap-npm-package.test.mjs
scripts/release-package-map.test.mjs
scripts/verify-release-registry-state.test.mjs`

Note: the server typecheck script calls `pnpm` internally; this dev
shell exposes pnpm through Corepack only, so I ran the two script steps
manually with `corepack pnpm`.

## Risks

- Migration changes existing `acpx_local` Claude/Codex agents to native
adapter types and clears old ACPX task sessions/runtime state.
- Custom ACP commands remain on the retired tombstone and will need a
separate future adapter/plugin path.
- ACP auto-selection depends on local Node and ACP server command
prerequisites; remote and unsupported environments fall back to CLI
unless `engine=acp` is explicit.
- `@paperclipai/acpx-engine` is a new public package and needs npm
trusted-publishing bootstrap before release automation can publish it.

> 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. Exact hosted model build and
context-window size are not exposed in this runtime. Tool use included
shell execution, repository editing, GitHub CLI operations, and local
test/typecheck execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-08 19:05:03 -07:00
DottaandPaperclip 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 c07e650cd)

**Deployment mode**

Self-hosted dev plane (Linux, node server + embedded Postgres)

## What Changed

- Graceful shutdown (SIGTERM hook) now marks in-flight runs
`interrupted` instead of `failed` and enqueues an idempotent
process-loss retry (pre-insert existence check on `retryOfRunId`
prevents duplicates; bursts chain exactly one retry per interrupted run)
- Run-liveness classification routes `interrupted` to `needs_followup`
rather than `failed`
- Workspace validation self-heals branch mismatch / missing-branch
states instead of failing deterministically on every run
- New `provider_quota` error class: session/usage-limit responses
schedule the retry at the provider reset time and leave the agent idle
(not errored); fixes a case where a quota-terminated run with subtype
`success` was misclassified as failed; HTTP 529 remains transient
- Dashboard run-activity query separates recovered restart kills from
true failures via a recursive CTE over `retry_of_run_id` (ancestors of a
succeeded retry count as recovered), adds a per-day failed-by-error-code
breakdown, and binds the window start as a timestamptz string
- Activity charts UI: amber "Recovered" segment with legend and per-day
error-code tooltip; success-rate chart counts recovered runs as
successes
- New ops runbook: `docs/deploy/dev-plane-restart-hygiene.md`

## Verification

- Greptile follow-up fixes on `992705edd`: `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` (209
tests); `pnpm --filter @paperclipai/server typecheck`; `git diff
--check`
- Post-rebase CI fixes: `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts`; `pnpm exec
vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts` (227 tests);
`pnpm --filter @paperclipai/server typecheck`
- `npm test` server suites covering the changes:
`heartbeat-process-recovery`, `heartbeat-stop-metadata`,
`heartbeat-retry-scheduling` (95 tests), quota parse +
execute/retry-scheduling suites (100 tests), workspace self-heal suites
(200 tests), dashboard run-activity tests (3 tests) — all green,
typecheck exit 0
- Dashboard CTE cross-checked against a real development database: two
restart-burst days moved from 17 to 8 and 19 to 6 true failures once
recovered kills were separated, matching manual retry-chain inspection
- Screenshot verification of the real ActivityCharts component
(recovered segment + tooltip) during QA

## Risks

- Behavioral shift: runs killed by a restart no longer surface as
`failed`; anyone consuming raw run statuses will see `interrupted` (new
status value) — dashboards/queries in this repo were updated accordingly
- Retry chaining on repeated restarts is bounded (one chained retry per
interruption) but a pathological restart loop still delays work rather
than failing it; the runbook covers operator hygiene for that case
- Dashboard query adds a recursive CTE; cost is bounded by the
day-window row count and was verified against production-sized data
- No schema migrations; low migration risk

## Model Used

- Claude (Anthropic) — claude-fable-5 via Claude Code / Paperclip agent
harness, extended thinking with tool use; implementation commits also
produced with Codex CLI (GPT-5 class) agents under the same 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 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-07 20:30:09 -05:00
Devin FoleyandPaperclip 33353ce62b feat(skills): remove bundled paperclip-dev skill and retire required skill attribute (#7029)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local adapters (Claude, Codex, Cursor, Gemini, Grok, OpenCode, Pi,
ACPX) ship bundled "skills" — opinionated Markdown prompt bundles
materialized into the agent's runtime
> - One of those bundled skills, `paperclip-dev`, existed to let agents
develop Paperclip itself; it has now moved to its own external repo and
no longer belongs in the core tree
> - The adapter skill model also carried a `required` / `requiredReason`
attribute plus a `paperclip_required` `AdapterSkillOrigin` variant, all
of which only existed to mark bundled skills as non-optional in the UI
and adapter sync logic
> - With `paperclip-dev` gone, no bundled skill is "required" anymore,
and the type / runtime surface for `required` is dead weight — but it is
computed at request time and never persisted, so a clean removal is safe
(no compatibility shim needed)
> - This pull request deletes `skills/paperclip-dev/` and removes every
trace of the `required` / `requiredReason` field and the
`paperclip_required` origin across shared types, validators,
adapter-utils, all eight local adapters, server routes, the
company-skills service, the UI, the storybook fixtures, and the test
suite
> - The benefit is a smaller, simpler adapter-skill surface: one origin
(`company_managed`) for managed bundled skills,
`resolvePaperclipDesiredSkillNames` collapses to "just the configured
desired set", and the AgentDetail skills tab no longer renders a
"Required by Paperclip" section that no longer applies

## Linked Issues or Issue Description

<!-- No existing public GitHub issue; describing the underlying work
inline (feature_request template fields). -->

**Summary**

Remove the bundled `paperclip-dev` skill (now maintained in its own
external repo) and retire the `required` / `requiredReason` skill
attribute and the `paperclip_required` skill origin, which only existed
to support it.

**Problem or motivation**

`paperclip-dev` is the only bundled skill that was ever marked
"required". Now that it lives in a separate repository, shipping it
inside the core tree is wrong, and the entire `required` surface (a type
field, a validator field, a synthesized `paperclip_required` origin, UI
"Required by Paperclip" section, and required-skill merging in the
desired-skills calculation) becomes dead weight. The `required` value is
computed at request time and never persisted, so it can be removed
cleanly without a migration or compatibility shim.

**Proposed solution**

Delete `skills/paperclip-dev/`, drop the `required` / `requiredReason`
fields and `paperclip_required` origin everywhere they are produced or
consumed, collapse managed-skill origin to a single `company_managed`
value, and simplify `resolvePaperclipDesiredSkillNames` to return only
the configured desired set.

**Alternatives considered**

Keeping the `required` attribute as a no-op for forward compatibility —
rejected because it is request-time only (nothing persists it), so
leaving it in place is pure dead surface area with no callers.

**Roadmap alignment**

Internal cleanup / dead-code removal that simplifies the adapter-skill
surface; it does not introduce or duplicate any planned core feature in
ROADMAP.md.

## What Changed

- Deleted bundled `skills/paperclip-dev/` (moved to a separate repo).
- Dropped `required`, `requiredReason`, and the `paperclip_required`
origin from `packages/shared/src/types/adapter-skills.ts`,
`packages/shared/src/validators/adapter-skills.ts`, and
`packages/adapter-utils/src/types.ts`.
- In `packages/adapter-utils/src/server-utils.ts`: removed
`readSkillRequired()`; dropped `required`/`requiredReason` from
`listPaperclipSkillEntries()`,
`normalizeConfiguredPaperclipRuntimeSkills()`,
`buildPersistentSkillSnapshot()`, and `PaperclipSkillEntry`; collapsed
`buildManagedSkillOrigin()` to always return `company_managed`;
simplified `resolvePaperclipDesiredSkillNames()` to return only the
configured desired set (signature preserved so adapter call sites are
untouched).
- Walked all eight local adapters (`acpx-local`, `claude-local`,
`codex-local`, `cursor-local`, `gemini-local`, `grok-local`,
`opencode-local`, `pi-local`) and removed every remaining
`requiredReason` / `paperclip_required` reference.
- `server/src/services/company-skills.ts`: dropped the `required =
sourceKind === "paperclip_bundled"` synthesis when listing runtime skill
entries.
- `server/src/routes/agents.ts`: removed required-skill merging from the
desired-skills calculation in the persist-config path and the
unsupported-snapshot path (keeping the current version-aware
`desiredSkillEntries` structure).
- `ui/src/pages/AgentDetail.tsx`: dropped required-based filters, the
required tooltip, and the entire "Required by Paperclip" section from
the agent skills tab; storybook fixtures in
`ui/storybook/stories/acpx-local.stories.tsx` cleaned up to match.
- Tests: deleted the `required: false` case in
`paperclip-skill-utils.test.ts` and the "keeps required bundled skills
installed" case in every `*-local-skill-sync.test.ts`;
`acpx-local-execute.test.ts`, `cursor-local-execute.test.ts`,
`cursor-local-skill-sync.test.ts`, `agent-skills-routes.test.ts`, and
`packages/adapter-utils/src/server-utils.test.ts` were updated to drop
removed fields and map `origin: "paperclip_required"` →
`"company_managed"`.
- `server/src/adapters/registry.ts`: two `as unknown as
ServerAdapterModule["..."]` casts on `hermesListSkills` /
`hermesSyncSkills` (matching the existing `executeHermesLocal` pattern).
`hermes-paperclip-adapter@0.2.0` still depends on the published
`@paperclipai/adapter-utils` which keeps the retired
`paperclip_required` variant; the cast bridges the
workspace-vs-published type mismatch at the registry seam and can drop
once hermes upgrades.

## Verification

Run from the workspace root:

```sh
grep -rn "skills/paperclip-dev" .
grep -rn "paperclip_required" --include="*.ts" --include="*.tsx" .
grep -rn "requiredReason" --include="*.ts" --include="*.tsx" .

pnpm -w typecheck
pnpm --filter @paperclipai/server exec vitest run paperclip-skill-utils
pnpm --filter @paperclipai/server exec vitest run skill-sync
```

The first three greps return only the explanatory comment in
`server/src/adapters/registry.ts` (no live `paperclip_required` /
`requiredReason` usage) and zero `skills/paperclip-dev` source hits.

Locally:

- `pnpm -w typecheck` → all packages this PR touches pass
(adapter-utils, shared, server, ui, cli, and the
cursor/gemini/opencode/pi adapters).
- Affected vitest suites pass: `paperclip-skill-utils`, `server-utils`,
all eight `*-local-skill-sync`, `agent-skills-routes`, and the
`acpx`/`cursor`/`pi` execute suites.

## Risks

- Behavioral shift in the agent skills UI: the "Required by Paperclip"
section disappears. No bundled skill is required anymore, so this only
affects environments that previously surfaced `paperclip-dev` as a
forced-on row; those installs will see the skill move into the regular
"company-managed" list (and be uninstalled on next sync unless
explicitly listed as desired).
- Existing agents may still have the string `"paperclip-dev"` in their
persisted `desiredSkills`. That entry is inert (no source for it to
install from); a one-time DB cleanup is out of scope. Low risk.
- Hermes adapter type bridge: two casts in `registry.ts` paper over a
type-only divergence between the workspace `@paperclipai/adapter-utils`
and the published version still pinned by
`hermes-paperclip-adapter@0.2.0`. Runtime behavior is unaffected because
the retired `paperclip_required` value is no longer produced by anything
in this tree. The casts can be removed once hermes upgrades its
dependency.

## Model Used

- Provider: Anthropic
- Model: Claude Opus 4.7 (`claude-opus-4-7`)
- Capability: agent tool use via Paperclip's `claude_local` adapter

## 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-20 21:58:44 -07:00
Devin FoleyandPaperclip 67ca8287e8 fix(codex-local): seed managed auth into isolated homes (#8403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter isolates local Codex runs by assigning
managed `CODEX_HOME` state per company and per agent
> - PR #8272 tightened that isolation, but it left a gap: once
`CODEX_HOME` became explicit, the adapter treated it like a user-managed
override and skipped auth seeding
> - That meant newly isolated agents could launch with no usable
`auth.json`, hit OpenAI unauthenticated, and fail with `401 Missing
bearer`
> - Users who had already persisted one of those broken managed homes
could remain stranded even after config changes unless Paperclip
repaired the home itself
> - This pull request teaches Paperclip to seed managed homes correctly,
backfill already-stranded managed homes on startup, and reject
credential-less managed homes before they reach the provider
> - The benefit is that affected managed `codex_local` agents recover
automatically after upgrade and restart, without manual `CODEX_HOME`
surgery

## Linked Issues or Issue Description

- Fixes #497
- Refs #5028
- Related PR: #8272
- Related PR: #8399

## What Changed

- Distinguished Paperclip-managed `CODEX_HOME` paths from genuine
external overrides and always seeded auth into managed homes, even when
`CODEX_HOME` is explicit in config.
- Wrote API-key-backed `auth.json` files for managed homes when
`OPENAI_API_KEY` is configured, otherwise symlinked the shared Codex
auth for subscription/OAuth flows.
- Added a startup reconciliation pass that backfills already-isolated
managed homes created by the broken release so upgrade plus restart
repairs stranded agents automatically.
- Preserved previously resolved API-key auth when the stored
`OPENAI_API_KEY` binding is secret-backed and startup cannot resolve the
secret value directly.
- Hardened the managed-home preflight to require a credential-bearing
`auth.json`, not just file presence, and documented the recovery
behavior.
- Added regression tests covering managed-home seeding, fail-fast
behavior, and server-side startup reconciliation.

## Verification

```bash
pnpm exec vitest run packages/adapters/codex-local/src/server/codex-home.test.ts packages/adapters/codex-local/src/server/execute.auth.test.ts server/src/__tests__/codex-auth-reconciliation.test.ts server/src/__tests__/codex-local-execute.test.ts server/src/__tests__/server-startup-feedback-export.test.ts
pnpm --filter @paperclipai/adapter-codex-local typecheck
pnpm --filter @paperclipai/server typecheck
pnpm check:tokens
pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts
```

GitHub Actions `PR` workflow is green on latest head `e5b1e08d4`,
including policy, typecheck, test shards, build, e2e, serialized server
suites, and canary dry run. Greptile Review is green on latest head with
0 comments added. No UI changes.

## Risks

- Startup reconciliation now mutates persisted managed Codex homes at
boot. Risk is low because it only touches Paperclip-managed
company/agent home paths and no-ops when a home already has usable auth.
- Genuine external `CODEX_HOME` overrides remain intentionally
self-managed, so those users still own repair steps inside their custom
home.
- Hosts with neither shared Codex auth nor an explicit per-agent API key
now fail earlier with a clearer adapter error instead of surfacing a
downstream `401`, which changes timing but not capability.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in a local Codex session; exact
served model ID/context window were not exposed to the session. Tool use
and code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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] 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>
2026-06-20 16:17:54 -07:00
Devin Foley a4ac6ff133 Add sandbox callback bridge for remote environment API access (#4801)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents can run inside sandboxed environments like E2B, which are
isolated from the host network
> - Sandboxed agents need to call back to the Paperclip API to report
progress, post comments, and update issue status
> - But sandbox environments cannot reach the Paperclip server directly
because they run in isolated network namespaces
> - This PR adds a callback bridge that proxies API requests from the
sandbox to the Paperclip server, running as a local HTTP server on the
host that forwards authenticated requests
> - The bridge is started automatically when an adapter launches a
sandbox execution, and torn down when the run completes
> - The benefit is sandboxed agents can interact with the Paperclip API
without requiring network-level access to the host, enabling E2B and
similar providers to work end-to-end

## What Changed

- Added `sandbox-callback-bridge.ts` in `packages/adapter-utils/` — a
lightweight HTTP bridge server that accepts requests from sandbox
environments and proxies them to the Paperclip API with authentication
- Added request validation and security policy: the bridge only forwards
requests to the configured API URL, validates content types, enforces
size limits, and rejects non-API paths
- Wired the bridge into all remote adapter execute paths (claude, codex,
cursor, gemini, pi) — the bridge starts before the agent process and the
bridge URL is passed via environment variables
- Updated `environment-execution-target.ts` to prefer the explicit API
URL from environment lease metadata for sandbox callback routing
- Fixed Claude sandbox runtime setup to work with the bridge
configuration
- Added comprehensive test coverage for bridge request handling, policy
enforcement, and sandbox execution integration
- Fixed browser bundling — the bridge module is excluded from the
frontend bundle via the adapter-utils index export

## Verification

- `pnpm test` — all existing and new tests pass, including bridge unit
tests and sandbox execution integration tests
- `pnpm typecheck` — clean
- Manual: configure an E2B environment, run an agent task, verify the
agent can post comments and update issue status through the bridge

## Risks

- Medium. This is a new network-facing component (HTTP server on
localhost). The security policy restricts forwarding to the configured
API URL only and validates all requests, but any proxy introduces attack
surface. The bridge binds to localhost only and is scoped to the
lifetime of a single agent run.

## Model Used

Codex GPT 5.4 high via Paperclip.

## 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
2026-04-29 16:37:34 -07:00
DottaandPaperclip 8f1cd0474f [codex] Improve transient recovery and Codex model refresh (#4383)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Adapter execution and retry classification decide whether agent work
pauses, retries, or recovers automatically
> - Transient provider failures need to be classified precisely so
Paperclip does not convert retryable upstream conditions into false hard
failures
> - At the same time, operators need an up-to-date model list for
Codex-backed agents and prompts should nudge agents toward targeted
verification instead of repo-wide sweeps
> - This pull request tightens transient recovery classification for
Claude and Codex, updates the agent prompt guidance, and adds Codex
model refresh support end-to-end
> - The benefit is better automatic retry behavior plus fresher
operator-facing model configuration

## What Changed

- added Codex usage-limit retry-window parsing and Claude extra-usage
transient classification
- normalized the heartbeat transient-recovery contract across adapter
executions and heartbeat scheduling
- documented that deferred comment wakes only reopen completed issues
for human/comment-reopen interactions, while system follow-ups leave
closed work closed
- updated adapter-utils prompt guidance to prefer targeted verification
- added Codex model refresh support in the server route, registry,
shared types, and agent config form
- added adapter/server tests covering the new parsing, retry scheduling,
and model-refresh behavior

## Verification

- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-claude-local
packages/adapters/claude-local/src/server/parse.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-codex-local
packages/adapters/codex-local/src/server/parse.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/adapter-model-refresh-routes.test.ts
server/src/__tests__/adapter-models.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/codex-local-execute.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts`

## Risks

- Moderate behavior risk: retry classification affects whether runs
auto-recover or block, so mistakes here could either suppress needed
retries or over-retry real failures
- Low workflow risk: deferred comment wake reopening is intentionally
scoped to human/comment-reopen interactions so system follow-ups do not
revive completed issues unexpectedly

> 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 tool use and code execution
in the Codex CLI environment

## 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
- [ ] 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>
2026-04-24 09:40:40 -05:00
Dotta 09d0678840 [codex] Harden heartbeat scheduling and runtime controls (#4223)
## Thinking Path

> - Paperclip orchestrates AI agents through issue checkout, heartbeat
runs, routines, and auditable control-plane state
> - The runtime path has to recover from lost local processes, transient
adapter failures, blocked dependencies, and routine coalescing without
stranding work
> - The existing branch carried several reliability fixes across
heartbeat scheduling, issue runtime controls, routine dispatch, and
operator-facing run state
> - These changes belong together because they share backend contracts,
migrations, and runtime status semantics
> - This pull request groups the control-plane/runtime slice so it can
merge independently from board UI polish and adapter sandbox work
> - The benefit is safer heartbeat recovery, clearer runtime controls,
and more predictable recurring execution behavior

## What Changed

- Adds bounded heartbeat retry scheduling, scheduled retry state, and
Codex transient failure recovery handling.
- Tightens heartbeat process recovery, blocker wake behavior, issue
comment wake handling, routine dispatch coalescing, and
activity/dashboard bounds.
- Adds runtime-control MCP tools and Paperclip skill docs for issue
workspace runtime management.
- Adds migrations `0061_lively_thor_girl.sql` and
`0062_routine_run_dispatch_fingerprint.sql`.
- Surfaces retry state in run ledger/agent UI and keeps related shared
types synchronized.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/routines-service.test.ts`
- `pnpm exec vitest run src/tools.test.ts` from `packages/mcp-server`

## Risks

- Medium risk: this touches heartbeat recovery and routine dispatch,
which are central execution paths.
- Migration order matters if split branches land out of order: merge
this PR before branches that assume the new runtime/routine fields.
- Runtime retry behavior should be watched in CI and in local operator
smoke tests because it changes how transient failures are resumed.

> 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 runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat environment.

## 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
2026-04-21 12:24:11 -05:00
b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
Dotta c1bb938519 Auto-checkout scoped issue wakes in the harness 2026-04-11 10:53:28 -05:00
dotta ec75cabcd8 Enforce execution-policy stage handoffs 2026-04-09 06:16:05 -05:00
dottaandPaperclip 27accb1bdb Clarify issue-scoped comment wake prompts
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 18:14:19 -05:00
dotta b9b2bf3b5b Trim resumed comment wake prompts 2026-04-04 18:14:19 -05:00
dotta b825a121cb Prioritize comment wake prompts 2026-04-04 18:14:19 -05:00
dottaandPaperclip 91e040a696 Batch inline comment wake payloads
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 18:14:19 -05:00
dottaandPaperclip cadfcd1bc6 Log resolved adapter command in run metadata
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
Devin FoleyandPaperclip 623ab1c3ea Fix skill injection to use effective CODEX_HOME, not shared home
The previous commit incorrectly used resolveSharedCodexHomeDir() (~/.codex)
but Codex runs with CODEX_HOME set to a per-company managed home under
~/.paperclip/instances/. Skills injected into ~/.codex/skills/ would not
be discoverable by Codex. Now uses effectiveCodexHome directly.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-25 16:04:53 -07:00
Devin FoleyandPaperclip eeec52ad74 Fix Codex skill injection to use ~/.codex/skills/ instead of cwd
The Codex adapter was the only one injecting skills into
<cwd>/.agents/skills/, polluting the project's git repo. All other
adapters (Gemini, Cursor, etc.) use a home-based directory. This
changes the Codex adapter to inject into ~/.codex/skills/ (resolved
via resolveSharedCodexHomeDir) to match the established pattern.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-25 15:55:51 -07:00
dottaandPaperclip 19154d0fec Clarify Codex instruction sources
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
dotta d53714a145 fix: manage codex home per company by default 2026-03-20 14:44:27 -05:00
dotta b4e06c63e2 Refine codex runtime skills and portability assets 2026-03-19 07:15:36 -05:00
dotta 3b03ac1734 Scope Codex local skills home by company 2026-03-18 14:38:39 -05:00
DottaandPaperclip bb788d8360 Treat Codex bootstrap logs as stdout
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-16 18:26:36 -05:00
Dotta 528505a04a fix: isolate codex home in worktrees 2026-03-13 11:53:56 -05:00