164 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	faa8e452c7	fix(tasks): stop repeated reminders for historical questions (#15392) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task questions remain saved so a person can answer them later. > - The composer moves an old question into history after a newer human message. > - Native completion still treated every pending question as a required response. > - This caused agents to demand an old answer after the person moved work forward. > - This pull request shares the historical-question rule across context and task execution. > - Agents can finish verified work while the original question remains answerable. ## Linked Issues or Issue Description Refs #15229, Refs #14613, Refs #13130. **What happened?** An agent repeatedly asked a person to answer a question that had moved into feed history. Completion feedback explicitly told the agent to request a response. The saved pending row also blocked task completion. **Expected behavior** A question before newer human direction remains answerable in the feed. Its pending state alone must not require another reminder or stop completed work. A new input blocker, an approval, or a configured review stage must keep its gate. **Steps to reproduce** 1. Let a task agent create an ordinary question. 2. Dismiss the question and send a newer task message. 3. Let the agent finish the requested work and submit its completion report. 4. Observe a demand to answer the old question and a retained completion gate. ## What Changed - Add one company-scoped predicate for historical questions. Only later human comments count. Exclude agent attribution, run attribution, system notices, and untrusted source data. - Apply the predicate to completion feedback, native waits, finalization, commit validation, retry validation, blocked routing, and successful-run handoff. - Include question classification and guidance in heartbeat context and both native task-context tools. Add the guidance to fresh and resumed task prompts. - Replace automatic reminders for current ordinary questions with instructions to assess the real blocker, continue independent work, and withdraw obsolete questions through the existing API. - Preserve historical question rows during completion while cancelling their live native source runs through the existing post-commit and recovery paths. Let an authorized human answer them after completion without reopening work or creating a response wake. Preserve cancellation, current-input, approval, permission, credential, connection, and review gates. Add no dismissal storage or migration. - Document the rule in the execution contract and agent skill. Refresh generated capability source anchors. Add database-backed status, context, attribution, and governance regression tests. ## Verification - `pnpm build` passed. The server rebuild also passed after the lifecycle fix. Generated capability contract and inventory checks passed after the agent documentation update. - `pnpm -r typecheck` passed. Final `pnpm --filter @paperclipai/server exec tsc --noEmit` also passed after the last test additions. - Lifecycle and interaction regressions passed: 224 tests in 3 suites. Context and prompt tests also passed. Final historical-question cases passed (33 tests), native cancellation/recovery cases passed (6 tests), and the existing interaction/confirmation suites passed (72 tests). The full local `pnpm test:run` was attempted and stopped after more than two hours with unrelated fixture/hook timeout failures; it did not pass. All 52 successful GitHub checks are green on the latest commit, including the complete test matrix; no checks are pending or failing. Greptile is 5/5 and both review threads are resolved. - Regression cases cover the old-question/new-human-message sequence, final task status, answering after completion with no wake, live-run cancellation and crash recovery, current input blockers, both task-context tools, API context, timestamp precision, attribution boundaries, and protected gates. ## Risks - A later human task message makes an earlier ordinary question historical even if its input is still missing. The agent must identify the current blocker and ask only for information that still prevents work. - Browser dismissal remains a local preference. Dismissal without a later human message is not recorded by this change. - No schema change or data migration. Completion retains ordinary historical questions; cancellation still expires them. A completed task accepts historical answers only from an authorized human and creates no response-delivery outbox row. Governed requests retain their gates. ## Model Used OpenAI Codex, GPT-6, with repository editing, code execution, and browser diagnostics. The exact deployment model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 20:33:13 -05:00
Devin FoleyandPaperclip	228f0e2807	fix(ui): make pull request review waits visible (#15375) ... ## Thinking Path > - Paperclip lets people supervise agent work and review its outputs. > - A task can wait for a human to review a pull request while an agent schedules checks. > - The PR work product and detected external links use separate display paths. > - A private PR can disappear from the useful sidebar view when its provider lookup fails. > - The monitor countdown says when the next check runs but omits the saved review request. > - This change shows the saved PR and requested review in the task's existing surfaces. ## Linked Issues or Issue Description **What happened?** A task kept checking whether a private GitHub PR had merged. Its work product requested board review, but the Properties sidebar used detected external objects instead. The PR URL was stored only in metadata, which the PR refresh path did not read. The composer showed a generic monitor countdown with no PR link or review action. **Expected behavior** Show saved PR links even if provider access fails. During a GitHub monitor wait, make outstanding review requests visible with the next check time and a status-check action. Stop requesting review when a PR merges or closes. **Steps to reproduce** 1. Register a PR work product with `reviewState: needs_board_review` and its URL in `metadata.url`. 2. Schedule an external-service monitor for GitHub. 3. Open the task with external-object lookup unavailable or unable to access the private repository. 4. Inspect Properties and the composer wait strip. Related work: #14469 added rich artifact cards. #8759 addresses attention on monitored task blockers. This change uses the existing work products and monitor action; it adds no blocker or approval mechanism. ## What Changed - Show saved PRs in Properties, including metadata-only links, independent of external-object availability. - Deduplicate equivalent GitHub PR URLs while preserving the saved navigation link, and put explicit review requests first. - Keep provider status and freshness on the combined PR row; keep private PR links usable when lookup fails. - Show the saved PR review request above the composer and in the existing monitor banner during a GitHub monitor wait. - Label the existing monitor action `Check status` and show check failures inline. - Suppress review prompts for merged, closed, or archived PRs even if their review flag is stale. - Refresh PR metadata using `metadata.url` and the existing `repository` alias. - Share saved work-product reads across the thread, Properties, and Artifacts. Refresh GitHub in a separate query and enrich only matching PR versions. - Start a fresh saved-row request on live invalidation so late provider responses cannot hide new artifacts or changed review requests. - Cover stalled GitHub lookups in both panels so refresh latency cannot hide saved work. - Scope monitor-check mutation state to the task so failures and late responses do not leak across navigation. - Refresh GitHub status when the displayed run finishes, including when saved PR rows have not changed. - Clarify that PR review and external release handoffs need a saved human-input interaction with an agent assigned for continuation; a flag, monitor, or handoff comment alone does not create that card. ## Verification - 386 tests pass across eleven affected UI and server suites on `184c7d8746`. Regressions cover saved links, provider status, cold-cache loading, panel reopening, monitor errors during navigation, and live updates during provider refresh. - Three live-update regressions and two run-completion regressions fail before their fixes and pass afterward. These tests use the real API client's GET coalescing and abort handling. - Full repository typecheck and build passed on the merged parent `1a49112dd2`. The latest UI changes pass UI typecheck and token gates; CI also verifies the latest build. Capability contract/inventory checks pass. - Storybook build and browser checks passed before the query race fix. Browser checks cover desktop and 390px mobile review waits, plus video, mixed-file, and empty artifact galleries after background refresh. - The earlier full local `pnpm test:run` was stopped under disk pressure. It reported failures outside the changed suites; an isolated skill-cache run reproduced three existing macOS permission failures. The full local suite was not rerun for this follow-up. - Latest-head CI passes on `184c7d8746`, including the browser shards and canary dry run. Apex is 5/5 with no actionable findings and no unresolved threads. All eight reported findings are addressed. ## Risks - This uses saved PR review state. When GitHub access fails, the saved state can remain stale until the agent updates it. The link remains visible and the status check remains available. - `Check status` wakes the existing monitor owner. It does not merge a PR, accept an approval, or mark the task done. - No schema, permissions, or scheduler behavior changes. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository analysis, code editing, and test execution. The exact deployment model ID and context window 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 — 277 affected tests - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 16:03:13 -07:00
DottaandPaperclip	b508a05c43	feat: add internal agent complaints and suggestions (#15367) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use legacy skills or native runner tools to work on tasks. > - Those agents can encounter friction that does not belong in the task thread. > - A complaint should preserve the raw reaction. A suggestion should describe an improvement. > - This pull request adds attributed local storage and both submission paths. > - Agents can submit feedback once and continue their primary work. ## Linked Issues or Issue Description **Subsystem affected** Server, database, shared contracts, runtime skills, and native runner tools. **Problem or motivation** Agents have no default internal channel for incidental complaints and suggestions. Sending this feedback through task comments adds noise and can alter task workflows. **Proposed solution** Store free-form feedback in the current instance database. Derive agent, run, company, and task attribution from active authority. Provide default legacy skills and provider-neutral native actions. Keep the instructions close to Warp's MIT-licensed originals. **Alternatives considered** Task comments and external Slack delivery add unwanted side effects. Mandatory suggestion fields and short editorial limits would discard useful feedback. This release has no listing API, UI, read tool, automatic triage, or external forwarding. **Roadmap alignment** This is a maintainer-requested addition to the existing runtime skills and runner tool paths. It does not duplicate a listed roadmap milestone. Searches for complaint tooling, suggestion-box, and agent commentary found no overlapping public PR or issue. ## What Changed - Add the company-scoped `agent_commentary` table, shared validation, and idempotent migration `0310`. - Add one transactional service and the agent-only POST route. Validate active authority before writes or replay. Redact known credentials. Commit a content-free audit with each new record. - Add `submit_complaint` and `submit_suggestion` to standard, ask, and planning modes. Keep review, revocation, and completion restrictions. Store replay identity on the commentary row. - Mount `complain` and `suggestion-box` by default for legacy agents. Bundle a dependency-free Node.js stdin helper in the operational skill and allow its POST through the sandbox bridge. - Preserve Warp's complaint voice and suggestion guidance, with attribution and local transport adaptations. Keep source attribution and MIT notices in each skill's LICENSE, outside runtime instructions. - Document custom-runtime HTTP use and database inspection. Add real-database tests and a repeatable live Codex smoke for local and Daytona execution. - Pin the lagging-source migration fixture before the identity-repair migration so later migrations preserve its regression coverage. ## Verification - Personally ran real Codex submissions in all four environments on 2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at 20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two rows with company, agent, run, and task attribution, wrote the continuation marker, exited zero, created no task comments, and left task status unchanged. Each recorded two content-free activity entries. - Daytona used production provider hooks, real remote execution and file transfer, the legacy queue callback bridge, and native private WebSocket ingress. The current Linux runner was built from `abf47b595`, staged, and verified against controller contracts. Both sandboxes were confirmed deleted. This is a focused feedback transport smoke; it does not claim full Runner E2E catalog or browser qualification. - The immutable base image and Linux binary digest are recorded in [the verification documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification). The smoke script can save content-free JSON evidence. No credentials or feedback bodies are in these reports. | Environment | Runner | Complaint row | Suggestion row | | --- | --- | --- | --- | | local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` | `3db2364d-3e15-4f47-846f-875d3902999d` | | local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` | `2d5abe17-dd41-403c-a5ee-4729f2d58921` | | daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` | `209681c9-d1e9-4ce1-999e-48fa07692389` | | daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` | `77c383d8-a997-49e5-a33e-25c70e15c0b2` | - Run the local check with `node cli/node_modules/tsx/dist/cli.mjs server/scripts/verify-agent-commentary-live.ts`. The documentation gives the Daytona invocation. Both use disposable instance databases and normal Codex provider usage. - Repository `pnpm -r typecheck` and `pnpm build` passed after the test extension. The build includes runner generation, contracts, and replay checks. The smoke scripts also passed a separate TypeScript check. The lagging-source migration regression passed. All equivalent current-head Vitest CI shards passed. The local monolithic `pnpm test:run` invocation was stopped after CI supplied that coverage; it did not complete locally. - Focused tests cover company isolation, spoofing, revoked credentials, stale ownership, post-finish rejection, concurrent replay, conflicting keys, atomic rollback, and deletion through existing services. Boundary tests cover empty text, Unicode, text beyond 8,000 characters, and the 524,288-character ceiling without truncation. Mounting tests cover Codex, Claude, and sandbox staging. Helper tests cover standalone Node execution, stdin, invalid UTF-8, redirects, HTTP failure, and its deadline. Privacy and bridge tests cover successful and rejected requests. - Instructions were compared with Warp's originals. MIT notices and source credits live only in LICENSE files. Native tools preserve truthful disclosure when asked, without routine announcements. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190) and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The later head found the migration-fixture assumption fixed in this update. On `8a4965164`, all 55 check contexts passed after one browser shard rerun. Its initial reviewer signoff failure also passed an isolated local browser run (1 test). Greptile scored that head 5/5 and identified one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with four passing tests and a passing smoke-script typecheck. Fresh CI is pending for this final test-only fix. No commentary production code changed during verification. ## Risks - Feedback is internally attributed. It is not anonymous. Existing redaction removes known credentials, but agents must still omit sensitive content. Normal provider transcripts can include their submitted arguments. - Default skill availability changes for existing legacy agents. Runtime policy filtering still applies. The helper uses the existing Node.js runtime with no extra dependencies; custom runtimes can call the HTTP endpoint. - Feedback is removed with its run, agent, or company. Task deletion clears only the issue pointer. Normal database backups include the table. - The migration is additive and has no backfill. Writes serialize on the active run for replay consistency. No server suggestion quota is imposed. ## Model Used OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a reported 258,400-token context window. Capabilities used: repository inspection, code execution, and live runtime verification. No subagents were used. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 16:14:06 -05:00
DottaandPaperclip	e38d6d16b6	feat(connections): add advanced provider setup and live browser qualification (#15341) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect accounts and choose an agent harness and model. > - The runtime change in #14970 supports custom providers on those connections. > - Normal setup must stay simple while advanced users can choose a compatible gateway. > - Shared connector rows and access controls keep these choices consistent. > - This pull request refines the agent setup UI and adds review stories and repeatable browser qualification. > - The qualification checks real tools and downloaded outputs, not only a successful run status. ## Linked Issues or Issue Description Refs #14970, #37, #13083, #14104, #14565, #12692. The core implementation in #14970 is merged. This branch incorporates its squash commit and targets `master`. Both PRs contain our implementation. #14016 is a reference only and is not a dependency. This PR has 96 changed files. ## What Changed - Complete model-provider connector presentation beside other connectors. Each row uses the existing Connect action and connection list. Tags are stored without category UI. The base PR includes the provider forms and routes. - Show persistent Subscription, API Key, and Advanced choices. Label Advanced as Custom Gateway. Reuse provider logos, connection lists, and permissions controls. Default access to the organization and all agents when permitted; keep narrowing controls under Advanced. - Keep Configure reachable before subscription sign-in, so users can select a supported environment when the default cannot sign in. Testing and saving still require a connection. Show the execution environment in Configure. Preserve the confirmed Connect choice. Editing a method, credential, saved account, or advanced choice requires that current choice to connect before testing or saving. Use matching model and thinking-effort dropdowns and retain connection icons in selected values. - Preserve the new harness model default when switching an existing OpenCode agent to Codex or Claude, and resolve user-selected model names with the effective harness. - Load popular OpenRouter models through the shared connection-model discovery path. Keep explicit model lists and manual model entry available. - Group onboarding, connection setup, agent runtime, management, recovery, and production-component stories under AI Connections / Provider routing. - Add an explicit-only provider-connections browser suite for managed local or existing local/staging targets. Use private browser profiles and credential handoffs. Support human-assisted subscription sign-in without sharing passwords or tokens in reports. - Verify persisted connection identity, runtime probes, tool execution, exact artifact bytes, completion, and context-dependent follow-up. Retain source/model provenance, cost bounds, closed error diagnostics, original failures, and cleanup evidence. - Add Gemini startup-model and skill-root fixes, Grok private-history detection, ACP filesystem regression fixtures, selected-workspace handling for local Hermes, and artifact-helper workspace fallback. - Keep managed Grok runtime homes disposable. Remove host-side transcript retention/restoration because private file modes do not isolate same-user agent processes. Ignore earlier development archives and use a fresh task handoff when history is unavailable. Verify the absence of restored transcripts with a separate same-user process. - Capture stopped-run diagnostics before deleting an attached-company fixture agent. Track creation and owned sign-in receipts; revoke only this attempt's accounts and never adopt a concurrent campaign's newly created account. Preserve failure signals and final status through cleanup. - Require the requested environment in the saved agent and every run, including follow-ups. Reject a forced incompatible target. Keep one cancellation state through startup, every cell, reporting, and teardown for SIGINT, SIGTERM, and SIGHUP. Stop further paid cells after interruption. Document qualification limits. ## Verification - Current head `b3bb3e94d577d43d9965a6b9daba039f599b2e49` includes master `d9f600043`. The security fix in `a758fde31` passes full workspace typecheck, production build, and 119 connection/Grok regressions. The unchanged UI passes all 126 configuration/model-discovery tests and token gates. The final published-guide correction passes Grok adapter typecheck. Earlier head `eebd8225c` passed the complete deterministic runner suite (1,404 Vitest tests and 128 Node tests) and all CI jobs. Current-head CI run `37520147514` passed all 47 jobs, including the full sharded Vitest and browser matrix, production build, and canary dry run. All 55 checks completed: 53 successes and two expected skips. The current-head security scan passed, Greptile is 5/5, and no review threads remain open. - A separate same-user process reproduced reading a restored Grok transcript before the security fix. The regression now finds no transcript. Existing fresh-session fallback and ordinary session metadata behavior pass. - The final account-choice and cleanup fixes pass 85 setup tests and 26 qualification-harness tests. Regressions verify that editing a connection invalidates confirmation, Configure remains reachable before sign-in, diagnostics are captured before fixture deletion, and concurrent campaigns cannot adopt or revoke each other's accounts. UI and E2E typechecks pass. - The Storybook build and actual Chromium production-component stories passed during this change. Review the neighboring AI Connections / Provider routing stories, regular connector rows, three connection modes, model discovery, and the single execution-environment control in Configure. - Cancellation smoke verified authenticated cleanup before browser close for SIGINT, SIGTERM, and SIGHUP. Regressions cover interruption during startup and reporting, missing-file ACP resource errors, and preserved permission denials. Both ACP runtime versions and 54 ACPX/Grok regressions passed. The deterministic connection-intent browser suite passed two tests. - Historical local qualification retained 43 passing API/gateway cells out of 46, with downloaded outputs and follow-up receipts. These attempts span earlier builds; they do not qualify this exact commit or staging. Subscription combinations, Gemini overloads, and the unresolved follow-up failure remain recorded rather than counted as passing. - Use `pnpm test:e2e:runner -- --list --suite provider-connections` to inspect the matrix. Follow `tests/runner-e2e/PROVIDER-CONNECTIONS.md` for credentials, target URL, sign-in assistance, budget, evidence, and cleanup. Paid live tests remain opt-in. ## Risks - The core implementation in #14970 is merged. This PR adds no database migration of its own. - Subscription login needs an interactive provider session. Dedicated accounts and staging qualification remain follow-up work; this PR does not certify every login combination for production. - Managed Grok transcript resume is deferred until provider history has an OS isolation or authorized broker solution. Follow-ups start fresh with Paperclip task context; earlier live Grok results do not qualify this behavior. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Live overloads and one unresolved follow-up timeout remain recorded. The stock CLI is unchanged, and those cases are not marked as passing. - Real-provider tests spend credits and use private credential/evidence directories. The launcher requires explicit selection and checks target ownership. It must not attach to a developer's database by accident. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local remain outside custom provider setup. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 15:21:22 -05:00
DottaandPaperclip	e34abee670	feat(mcp): connect assistants to a team with user OAuth (#14846) ... ## Thinking Path > - Paperclip gives teams durable tasks, agent execution, budgets, and approvals. > - People also use assistants in Codex, Claude, and other MCP clients. > - Those assistants need a scoped connection that preserves the person’s permissions and attribution. > - Delegating a task must not turn the assistant into the assigned agent. > - This PR adds opt-in user OAuth, ten first-party tools, browser consent, and workflow packages. > - Paid product evals verify the resulting tasks, documents, attribution, retries, and access boundaries. > - The team keeps working after the assistant conversation ends. ## Linked Issues or Issue Description **Problem or motivation** A person cannot connect an external assistant to an existing team through browser consent and safely delegate durable work as themselves. **Proposed solution** Expose an opt-in `/mcp/paperclip` endpoint with individually described first-party operations. Bind every connection to a person, client, company, resource, and scopes. Reuse domain authorization and scheduling. Package shared team-review, delegation, and follow-up workflows for OpenAI/Codex and Claude. **Alternatives considered** Related PRs #9393 and #12549 cover earlier remote MCP and board-operator approaches. This change uses user OAuth and a bounded public catalog. It does not expose a generic executor, operator administration, static shared board credentials, or external agent execution. Registry listing work in #9851 is a separate distribution step. **Roadmap alignment** This maintainer-requested implementation extends the governed MCP gateway, activity attribution, durable work products, and hosted deployment direction in `ROADMAP.md`. It implements the first release of the saved design plan; external agent participation and granted third-party tools remain later releases. ## What Changed - Add MCP 2.0 discovery and task status/comment/document Events on the same authenticated endpoint. Persist subscriptions and delivery receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt callback material, recheck permissions/Cloud membership, and bound retries/expiry. Older MCP clients keep their existing tools. - Add discovery, dynamic client registration, S256 PKCE, resource validation, rotating refresh tokens, revocation, and company consent. Store credentials as hashes and recheck membership at execution. - Add tools for connection identity, agents/projects, task search/read/create, human comments, documents/deliverables, and pending-approval links. Preserve current domain permissions and scheduling. - Add durable mutation receipts across reconnects. Matching retries replay results; uncertain outcomes keep the same request ID and require inspection. - Add consent and connection-management pages, OAuth log redaction, shared plugin workflows, and separate OpenAI/Codex and Claude package outputs. - Add eight paid Product E2E cases across three models, independent durable-state grading, usage evidence, cleanup, and report integration. Add task-document guidance and regenerate the runner capability inventories. - Add migrations 0301 and 0302, the dated implementation plan, result notes, and direct-client setup instructions in `doc/public-mcp.md`. ## Verification - Merge integration `e180b1948`: resolved conflicts with current master, preserved both eval registries, regenerated capability catalogs, and regenerated migrations as 0301/0302 while keeping the original replay-safe SQL byte-identical. Local migration safety/snapshot tests (26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval catalog/grading tests (198) pass. Token and capability gates pass. Full recursive typecheck passed. Fresh Greptile review is 5/5 with no unresolved findings. CI is green on this exact head (55 successes, two intentional skips, one neutral result): one unchanged Cursor sandbox test timed out at 10 seconds, then passed locally in 856 ms. A single retry of that failed shard and the aggregate workflow passed. Merge remains blocked on the repository code-owner approval rule. Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55 successes, two intentional skips and one neutral result. [The earlier CI run](https://github.com/paperclipai/paperclip/actions/runs/36901592350) includes all test shards, browser tests, typecheck, build and canary dry run. Greptile was 5/5 on that commit with no unresolved review threads. GitHub still requires code-owner review under the repository merge rules; passing checks do not bypass that approval. Paid source fingerprints remain separate below and in the dated result note. - Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku 4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback, signature verification and report retrieval in a fresh conversation. A final Mini regression passes after the quota/status fixes. All evidence validates. Bounded tunnel startup retries occur before provider calls and remain visible; failed earlier attempts retain their original grades. - The earlier complete seven-case matrix passes **21/21**, with a separate **3/3** delegation regression. Two preceding matrices also passed 21/21 each. A complete 24-cell matrix including Events has not been run. [The dated results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain exact source fingerprints, failures, model IDs and partial costs. - Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass after merging master. Server typecheck passes after the final quota/status changes. Eval typecheck and all 892 eval-support tests pass. - All 33 real MCP/OAuth tests pass. The preceding combined MCP, redaction, private-address and DNS-rebinding run passed 129 tests; two later MCP regressions cover quota reuse and unchanged-status suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI then found a null checkout result in the existing concurrent-workspace path; logging now uses optional status access. All 12 closed-workspace tests and all 33 MCP tests pass after that correction. The exact-start event calibration exposed a timestamp gap; scanning now includes the subscription start, with all 33 MCP tests and server typecheck passing. These two narrow corrections follow the paid regression. - A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0 subscription/delivery, current membership loss, unsubscribe, legacy SDK tools, refresh and revocation. Its callback transport is a fixture with independent HMAC verification. The paid Events campaigns separately prove public HTTPS delivery. - Earlier component qualification passed UI 7,117 tests, CLI 502, shared 832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module boundaries, migration order and plugin regeneration passed. CI covers general/serialized suites, eight browser shards, runner checks, typecheck, build and canary dry run. - **Local full-suite limitation:** the earlier monolithic run was not clean. It encountered overlapping schema rebuilding, Mac database shared-memory limits and isolated CLI/fixture failures. Targeted reruns passed. The existing >32 MiB Git filename stress test still hit its 300-second Mac timeout. The additional serialized sweep stopped after 62 passing suites once CI passed. Original failures and partial logs remain; this PR does not claim a wholly green local monolithic run. - Local Codex CLI and Claude Code OAuth login and MCP SDK interoperability were verified. Public-store installation, actual ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted newcomer provisioning remain release gates. Enablement is moving to **Settings → Experimental → Assistant connections (MCP)** in the stacked follow-up [#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge both for the intended setup experience. This foundation branch alone still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set `PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and connect to `/mcp/paperclip`. Select a team and allow writes in browser consent. Configure an available agent and budget, then delegate and retrieve results later. For Events, rescan the deployed plugin catalog in ChatGPT Work Cloud; the host supplies its webhook credentials when the user asks to watch a task. See [the setup runbook](doc/public-mcp.md). ## Risks - Events are at-least-once and may arrive out of order. No replay cursor is advertised. Clients must refresh finite subscriptions, read current state and avoid comment feedback loops. Callback material uses the instance secrets master key; hosted subscriptions require the updated Cloud broker and are bounded to five minutes/the access proof expiry. - ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging subscription remain deployment gates. Local signed-webhook and paid model evidence does not claim those surfaces have been exercised. - Disabled by default. Merging adds schema and opt-in code; it does not deploy a public endpoint, publish a store listing, create a team, or start paid agents. - Migrations 0301 and 0302 are additive and idempotent. Their SQL is unchanged from the earlier preview numbers, so hash-aware upgrade reconciliation preserves prior staging applications. Normal instance upgrades must apply it before enabling MCP. - Task creation and comments can schedule paid agent work. Consent and tool descriptions disclose that effect. Revocation blocks future calls but does not undo delegated work. - Public deployments need edge rate limits and credential-safe logging. Internal dispatch is restricted to the closed catalog and carries a request-local verified actor. - Hosted onboarding requires the companion Cloud broker, encryption-key configuration, and tenant rollout. Self-hosted direct connections can use this PR alone. - Store acceptance and agent-mode participation are not claimed. Checked-in plugin endpoints are development defaults; rebuild packages for a real deployment before installation. ## Model Used OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A more specific serving version and context-window size were not exposed by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`, `claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted/component checks; full local-run limitations are recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 11:48:53 -05:00
DottaandPaperclip	16b7db35ff	Shorten planning skills and measure task decomposition (#15296) ... ## Thinking Path > - Paperclip manages work for AI agents. > - Planning guidance helps agents choose owners and dependencies. > - The runtime skill favors few tasks, but the catalog skill requires a child-task breakdown. > - Both add repeated process instructions that can distract from the requested outcome. > - This change keeps the ownership and dependency rules and removes the required matrix and repeated checklist. > - A bounded Product E2E comparison measures saved outcomes and task handoffs before qualification. ## Linked Issues or Issue Description Refs #11057. Related measurement work: #15218. **What existing behavior does this improve?** Planning and delegation through the runtime plan-to-tasks and bundled task-planning skills. **Current behavior** The two skills contain about 1,900 words and conflicting guidance on whether plans require child tasks. **Proposed behavior** Keep cohesive work with one owner. Split only for a real owner, parallel output, dependency, independent review, or follow-up lifecycle. Preserve existing authorization and planning mechanics. ## What Changed - Shorten both skills to about 400 words combined. Preserve their keys and installed-version behavior. - Remove the duplicate operational-skill pointer and regenerate affected source metadata. - Add twelve explicit Product E2E cells: four scenarios with current, short and disabled planning skills. - Use the current task composer and actual create-response ID; calibrate public skill APIs and browser creation without providers. - Eliminate an observed collision in chat-test company prefixes with a per-suite sequence. - Grade saved documents, exact author/run attribution, child count, prerequisite execution order, review boundaries and completion handoffs. - Retain current skill bytes and report source, selections, run accounting and failures. ## Verification - `pnpm test:e2e:runner:typecheck`: pass. - `pnpm test:e2e:runner:unit`: 1,287 Vitest tests and 128 Node checks pass. - `pnpm test:e2e:runner -- --list --suite plan-task-guidance`: twelve local Codex cells. - Archived current skills match master `72ff3a9f27e581a27acb49771e8658bbb0bbaa47` exactly. - Corrected fixture: three real public-API/database calibrations pass with zero provider runs; all 35 evaluator checks and Product E2E typecheck pass. - Setup campaign [37399550253](https://github.com/paperclipai/paperclip/actions/runs/37399550253) was canceled after source review found unsupported bundled edits and automatic core reinstallation. Its paid-cell step was skipped: zero provider runs, no behavioral grade. - The next setup [37401094799](https://github.com/paperclipai/paperclip/actions/runs/37401094799) failed before task creation on the old title-field selector: zero actual runs, original FAIL retained, cleanup passed. A real browser/API calibration of the new helper passes with paused non-provider agents and zero runs. - Full local typecheck/build pass. Full local tests retain one unchanged five-minute Git streaming timeout (also fails isolated), 9,591 passes and 5,796 skips. CI's chat failure was a proven random fixture-prefix collision; five affected cases pass after the test-only repair. - Paid behavior comparison and new-head CI/review remain pending. This PR remains a draft. ## Risks - The shorter text may change delegation decisions. Live outcomes are not yet qualified. - The initial comparison uses one profile and one attempt per cell. It cannot establish cross-model reliability or cost trends. - Disabled means unassigned company-owned copies; the company library remains discoverable. This does not qualify global removal, automatic accepted-plan wiring changes, or installed-copy migration. - Skill availability does not prove a model read or cognitively used it. - No provider/tool protocol, permission, timeout or runtime lifecycle behavior changes in production. ## Model Used OpenAI Codex (GPT-6), with repository inspection, code editing and tool use. The exact backend model ID and context-window size are not exposed in this session. The declared eval model is native Codex `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 - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 09:36:01 -05:00
DottaandPaperclip	b43073d11f	feat(connections): sync and group accounts managed by aggregators (#15254) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - Aggregator gateways can expose accounts that users already connected upstream. > - The Apps catalog did not show those accounts or their current provider status. > - Separate cards and setup tasks also made account ownership unclear. > - This pull request discovers upstream accounts and groups them under one app card. > - Users can find connected apps while each provider keeps control of its accounts. ## Linked Issues or Issue Description **Subsystem affected** Connections across the database, shared contracts, server, and board UI. **Problem or motivation** Users cannot see which apps are connected through a saved aggregator gateway. Native and upstream accounts need one app card. Discovery must preserve company, user, gateway, and credential boundaries. **Proposed solution** Sync account metadata from Composio, Arcade, and supported Executor gateways. Keep upstream account management in each provider. Use source chips and search to browse the catalog. Preserve native setup and the gateway's existing access policy. **Alternatives considered** Creating a local executable connection for each upstream account would duplicate authorization state. Using an agent task for routine Composio setup would add an unnecessary step. The board now calls the saved gateway directly for that setup. **Roadmap alignment** This extends the shipped Connected Apps and MCP Tool Gateway features in ROADMAP.md. The duplicate search found no open PR for managed account discovery. Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open PR #12906 covers adjacent toolkit routing work. ## What Changed - Add provider-neutral discovery, sync, and refresh APIs. Preserve the Composio API paths. - Cache observations by company, saved gateway, viewing user, and credential version. Retain stale observations after failed or incomplete scans. - Add optional Arcade account sync credentials in the vault. Discover Executor accounts through its supported inventory interface. - Group native and upstream accounts in one app card. Imported account menus open their provider. Gateway menus own refresh and sync setup. - Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50 catalog entries per page. Keep connected accounts above discovery. Keep explicit provider searches scoped. - Simplify Composio app setup and refresh its connected app list on the gateway Permissions page. - Add a compact agent access card and task creation defaults for connection setup. Preserve explicit blocks and approval policies. - Add two replay-safe migrations, service and UI tests, Storybook journeys, and acceptance stories. ## Verification - Passed the repository typecheck, full build, token gates, and migration ordering check. - Passed the focused provider adapter, connection interaction, and catalog tests after rebasing onto master. - Passed all nine database sync and migration replay tests using a disposable database on the test-drive PostgreSQL cluster. Removed that database after the run. - Verified Arcade cursor pagination against its official Go SDK and passed all eight adapter tests, including short and incomplete pages. - Passed all 45 interaction tests after making the exact requested tools and their Allowed/Ask first permissions visible before granting access. Verified the compact card in Storybook. - Passed the complete UI suite on the final code: 683 files and 7,432 tests, including the corrected Composio destination assertions. Passed 130 focused tests for the UUID, management-link, and health-status corrections. - Passed 22 Composio setup/sync tests, 23 connection-intent service tests, and the connection migration test in separate disposable databases. Database startup alone was substituted; the suites exercised their real SQL and services. - Passed all 10 OpenAPI route checks and the full-stack connection-intent browser test, including scoped consent, agent continuation, and task completion. - The local full runner encountered embedded PostgreSQL startup failures on this loaded macOS host. The earlier in-flight run also held the pre-fix Arcade transform; a fresh run of the final provider suite passes. The final-head CI is queued during GitHub’s active Actions incident: https://www.githubstatus.com/. The previous run also lost several runners simultaneously; its real catalog assertion failures are fixed and the fresh complete UI suite passes. - Tested the real test-drive server in the embedded browser with a live Composio gateway. Detected Airtable and Circleback. Verified refresh progress, account rows, source chips, search scope, and 50-entry pagination. - Arcade and Executor coverage uses provider fixtures. Live credentials were unavailable. - Storybook builds successfully and includes grouped native/provider accounts, stale and unavailable discovery, optional Arcade setup, and mobile states. The acceptance document records the simulated and live coverage separately. - Greptile reviewed final commit `217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review threads are resolved, security scans pass, and the PR has no merge conflicts. The outstanding remote checks are `ci / Select trusted runner` and `review`, queued by GitHub. They need to complete before merge. ## Risks - Provider response changes can break inventory discovery. Failed scans retain observations and show stale status. - Composio scans only the supported catalog and can take time. Large inventories run in the background with progress and a bounded lease. - Arcade requires a project API key and user ID when the gateway cannot supply them. This key is used only for discovery. - Executor discovery depends on the server's exposed inventory tools. Unsupported servers report unavailable discovery. - Cached account rows do not grant access or create executable connections. Gateway policies still govern tool use. Account deletion and per-app authorization remain upstream. - The migrations add tables and one nullable column. Replay preserves existing rows and company-scoped foreign keys. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific serving model ID or context limit. Used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 14:57:04 -05:00
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	862a5758ba	fix(agents): reduce hiring templates to role descriptions (#14985) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - New agents receive role instructions from onboarding, the hiring skill, or a team package. > - These sources repeat harness procedures and impose generic work policies. > - They can crowd out the task and the harness instructions. > - This pull request reduces those sources to short role descriptions. > - It preserves configuration, skills, authentication, reporting lines, and approval controls. > - The benefit is less repeated instruction text with explicit coverage for the default hiring path. ## Linked Issues or Issue Description Refs #3307. The CEO template can impose a fixed delegation route instead of letting the agent choose how to fulfill the request. This change removes that route. It does not implement autonomous goal selection. Related work: #14920 preserves stock Codex base instructions. #14948 reduces the generic manual and shared runtime prompts. #14961 improves native completion-tool descriptions. This PR is separate from those changes. ## What Changed - Select only the short CEO `AGENTS.md` for new default CEO bundles. Keep the three former companion files as compatibility assets. - Reduce the first-agent chief-of-staff prompt and coder, QA, UX, and security role examples. - Reduce seven bundled team role bodies. Preserve their role, reporting, and skill metadata. Regenerate the catalog. - Make hiring examples optional. Replace the long generic role manual with short role drafting guidance. Preserve explicit requester instructions. - Add configuration and import coverage for native and legacy managed bundles, custom instructions, first-agent rendering, and catalog contents. - Add an explicit-only hiring eval that starts from the production CEO default and checks one coder hire, independently computed JSON output, saved instructions, and worker reuse. - Include the full prompt comparison and a separate three-request drafting simulation. Neither is a live provider comparison. Prompt differences: [before and after](doc/plans/2026-10-02-hiring-template-prompt-diff.md). The CEO default falls from 1,897 to 20 words. The coder example falls from 652 to 18 words. Word counts describe instruction size, not outcome quality or billing. ## Verification - PASS: 99 focused server tests and eight shipped-catalog tests. - PASS: catalog generation and validation for four shipped teams. - PASS: hiring skill validation. - PASS: `pnpm -r typecheck`. - PASS: `pnpm build`. - INCOMPLETE: the full local `pnpm test:run` was stopped before rebase. Its original log is retained. This is not a completed full-suite pass. The full current-head GitHub CI workflow passed: https://github.com/paperclipai/paperclip/actions/runs/37073372419. - PASS: `pnpm test:e2e:runner:typecheck` and `pnpm test:e2e:runner:unit` (63 files / 843 tests). - PASS: discovery for the two new hiring cells, 50 existing everyday cells, and the full 438-cell catalog. - PASS after rebase: 99 server tests, 11 catalog tests, 62 selected E2E support tests, and the E2E typecheck. - PASS: all current-head PR checks at `57dcee147ed0b2d2e3cc657cd9e50fb16bf9ec25`: 51 successful check runs, two intentional Storybook skips, and successful Snyk status. Fresh Greptile is 5/5 with zero unresolved threads. - PENDING follow-up: matched live hiring runs on frozen integration refs. No live outcome-quality or non-regression result is claimed from the configuration checks or this merge. The new suite has two local native cells: Codex and ACPX Claude. It expects five provider turns per cell. It compares source-derived bundles, so the historical long templates remain admissible. Missing successful source-read receipts make a pair uncomparable. They do not establish a behavior regression or equivalence. ## Risks - New default roles have fewer prescribed procedures. Live checks must determine whether a removed instruction was needed for an outcome. - Existing custom and saved bundles keep their contents. The retained companion assets avoid a source-file compatibility break. - Specialized Summarizer, Reflection Coach, and Wiki Maintainer prompts remain unchanged. Their product contracts need separate review. - The generic non-CEO fallback reduction is in #14948. This PR alone does not provide its eight-word fallback. - Configuration tests and drafting simulations do not establish live outcome quality. QA, UX, security, and chief-of-staff hiring behavior remain outside the new two-cell comparison. > 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-6, with reasoning, code editing, shell tools, and delegated verification. The runtime does not expose the exact deployment model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-02 17:56:42 -05:00
DottaandPaperclip	d034ba7491	fix(interactions): derive question storage from canonical forms (#14946) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents request human input through durable issue interactions. > - A question form has a canonical presentation and a compatibility storage format. > - The creation API required agents to write both formats. > - Tool guidance told agents to split text and choice questions across those formats. > - This pull request accepts one complete canonical form and derives storage fields on the server. > - The benefit is a complete question card with stable answer and retry behavior. ## Linked Issues or Issue Description Related work: Refs #13630 and #14430. PR #13630 addresses the display of historical partial forms. This change fixes creation and keeps the check that rejects conflicting new forms. **What happened?** A question save supplied three compatibility questions and one canonical text question. The API correctly rejected the incomplete canonical form. The Runner's tool description encouraged this split. Sending only a complete canonical form also failed because the API required compatibility questions. **Expected behavior** An agent sends one complete `payload.questionSet` with every text and choice question. Paperclip derives `payload.questions` for storage and answer compatibility. Existing legacy requests remain valid. Explicitly conflicting dual forms remain invalid. **Steps to reproduce** 1. Call `paperclip_request_human_input` with `interactionKind: "questions"`. 2. Send `payload: { version: 1, questionSet: ... }` with a required text question and a required choice question. 3. The old API rejects the missing compatibility questions. With this change, it stores both questions and preserves the canonical form. 4. Retry with the same idempotency key. Confirm that only one interaction exists. 5. Submit both answers. Confirm that the normal resolver and continuation rules apply. **Paperclip version or commit** The branch is based on `cf8ad63c8`. The problem affects the native Runner and the interaction creation API. **Deployment mode** Server deployment with the native Paperclip Runner. Integration tests use the real interaction service and an embedded test database. ## What Changed - Add one shared canonical-to-storage projection. Reuse it for native harness question requests. - Accept canonical-only question creation at the shared validator and server boundary. - Export the input type and update the plugin SDK and its RPC contract. - Advertise a typed, complete question form in the live and scenario tool schemas. - Enforce canonical text and custom-answer constraints before ordinary or native resolution. Preserve harmless display whitespace. - Run regex matching in isolated workers with a deadline and resource limits. Both answer paths await the result before persistence. Saved native delivery uses the validated answer without taking another worker slot. - Update agent guidance and generated Runner contracts. - Test mixed forms, option-ID collisions, retries, answers, legacy requests, and conflicting forms. ## Verification - Interaction service, HTTP route, native bridge, and Runner authority suites: 221 tests passed after correcting an obsolete tool-description assertion. - Shared validator, plugin SDK, CLI, and UI compatibility suites: 67 tests passed. - Runner core tool-contract suite: 20 tests passed. AJV validates live and scenario schemas. - Final review regressions: 172 shared, service, native bridge, and authority tests passed. These cover text length, pattern, numeric limits, whitespace, custom option IDs, and historical pending cards. - Runner session suites: 67 tests passed. Published example tests: 4 tests passed. - Server typecheck and the shared/server builds passed after the compatibility fixes. - Final delivery verification: 35 response-delivery tests passed. The native delivery regression proves saved answers do not enter pattern workers; server typecheck and build passed. - Pattern security and answer-flow verification: 205 tests passed after repairing the child fixture loader. These cover pathological matching, event-loop responsiveness, worker concurrency, slot cleanup, HTTP routes, native delivery, and the full helper in a child process. - `pnpm -r typecheck` passed on the bounded-worker revision. - `pnpm build` passed on the bounded-worker revision. - All 55 GitHub checks passed on `fe457af`; four optional jobs were skipped. An unchanged Cursor adapter test timed out once in CI, passed locally, and passed on one failed-job rerun. - Reviewers can send the canonical-only mixed form above and verify that the saved interaction contains both canonical and compatibility questions. ## Risks - The creation API accepts a new input shape. Stored rows and answer contracts keep the existing shape. - The shared projection must preserve synthetic free-text option IDs. Collision and native round-trip tests cover this behavior. - Historical partial rows remain readable. New conflicting dual forms, including written-answer mismatches, remain rejected. - Existing pending cards retain the written-answer paths offered by their stored options. Canonical text constraints still apply. - Ordinary answers now enforce declared canonical constraints before persistence. Invalid answers leave the card pending. - Regex validation has a one-second deadline and a four-worker capacity limit. A complex pattern or capacity error leaves the card pending with a validation error. - No database migration or change to company authorization is required. ## Model Used - OpenAI GPT-6 through Codex. The session exposes the GPT-6 model family; its exact runtime model identifier and context window size are not exposed. 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>	2026-10-02 14:21:11 -05:00
DottaandPaperclip	018993140f	feat: let agents name prompt-only tasks (#14761) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users create tasks with a title and a description. > - A required title adds work when the prompt already explains the request. > - An agent can name the task once it reads that request. > - This pull request accepts prompt-only tasks and starts them with a short prompt slice. > - A scoped title tool lets the assigned agent replace that slice early without changing execution state. > - A live browser eval checks the real agent call, saved title, audit entry, and preservation of user titles. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: task creation, shared contracts, database, server, runner tools, and board UI. **Problem or motivation** Users must currently write a title before they can submit a detailed task prompt. The agent has enough context to write a useful title itself. **Proposed solution** Make the title optional when a description is present. Save the first 120 characters of the normalized prompt as a provisional title. Ask the assigned agent to call `set_task_title` early. Use an atomic provisional-title guard to preserve titles supplied or edited by users. Keep explicit titles supported. Related: #14543 and #14556 concern empty-title submission. This change intentionally enables that submission when a prompt is present, instead of requiring a title. ## What Changed - Add the `titleNeedsGeneration` field with an idempotent migration. Keep existing titles unchanged. - Add `PUT /api/issues/:id/title` and the native and legacy `set_task_title` tool. Enforce company access, active-run ownership, shared, bounded retry receipts across native/HTTP calls, and transactional audit logging. Refresh external-object links after commit, with the same feature gate and plugin detectors as ordinary title edits. - Add early naming guidance in Standard, Ask, and Plan task context. Preserve the description, status, and assignment. - Allow prompt-only root and child task creation, plus draft restoration in the New Task dialog. Keep user titles supported. - Add an opt-in Product E2E suite for prompt-only Standard and Ask tasks, plus an explicit-title control. It checks actual provider calls within the first five tools, persisted state, audit attribution, and the reloaded UI. - Preserve a closed vocabulary of API key maintenance phrases in declared prose while rejecting opaque credential suffixes. Add one bounded naming retry after wording is rejected, without treating the rejected call as a saved title. - Repair the native cleanup receipt check exposed during full verification: accept matching input digests, retain legacy input checks, and reject conflicting receipts. ## Verification - Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: **3/3 passed** with native Codex `gpt-5.4-mini`, first attempts only, automatic retries disabled. Standard and Ask each saved “Rotate expired API key” on their first tool call, with matching persisted state and a single same-run audit entry. The explicit-title control retained its user title with zero title writes. All three verified the reloaded browser UI. - Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns are retained separately; they exposed credential-prose handling and prompted the naming recovery fix. No failed result was regraded or deleted. - Reproduce with `pnpm test:e2e:runner -- --id task-titles.runner-codex-mini.local.prompt-title-standard --id task-titles.runner-codex-mini.local.prompt-title-ask --id task-titles.runner-codex-mini.local.preserve-explicit-title --max-automatic-retries 0` and an authorized provider key. - Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit. The runner build used the configured external eval source tree. - Product E2E unit suite: **61 files, 818 tests passed**; E2E typecheck and UI token gates passed. - Title API/native regressions cover prompt-only and explicit child creation, user edits, ownership/company isolation, external reference refresh, cross-surface retry replay, and the 64-key limit without receipt eviction. All passed. Prompt-context coverage: **44 tests passed**. - Rust credential regressions: **35 tests passed**, including benign maintenance qualifiers and opaque credential rejection in every declared prose field. Catalog/report reconciliation: **28 tests passed**. Native recovery: **560 tests passed**. - Broad local `pnpm test:run`: **14,555 tests passed** in the general server group; two suites failed to initialize embedded PostgreSQL and the existing 40,000-file Git streaming stress test exceeded its 300-second macOS timeout. All three suites then passed in isolation (**5 tests passed**) without code or timeout changes. The original full local command exited nonzero and is not being represented as a clean full run. - Latest-head GitHub checks are green: **53 passed, 4 skipped, zero failed or pending**, including all test shards and the canary packaging dry run. Greptile reviewed the same commit at **5/5**, with zero unresolved review threads. ## Risks - The additive database field must reach the server and UI together. The migration uses `IF NOT EXISTS` and defaults existing tasks to a final title. - Title generation depends on the assigned agent running. Tasks without a run keep their provisional title. - Live qualification covers the native Codex path in Standard and Ask modes. API/legacy and Plan behavior have deterministic coverage. - The credential-prose exception validates the entire suffix against a closed maintenance vocabulary. Unknown suffixes, assignments, quoted values, credential prefixes, and diagnostics retain strict checks. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact deployment ID and context window are not exposed in this session. The live eval uses the native Codex `gpt-5.4-mini` profile. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 16:48:24 -05:00
DottaandPaperclip	cbd278dc03	fix(interactions): derive chat recipients and validate explicit users (#14742) ... ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Agents use saved questions to get human input and continue the same task. > - The standard question example recently told models to copy a user ID. > - A model can omit an identity prefix and create a question its intended recipient cannot answer. > - Agent Chat already knows the conversation owner, so the server can supply that identity. > - This pull request removes the blanket instruction and validates explicit recipients before saving. > - Ordinary questions stay simple, and explicit addressing remains available for decisions that need a particular person. ## Linked Issues or Issue Description Refs #14707, #14188. Related: #14238 handles legacy email recipients; this change prevents invalid recipients in new cards and retains exact ID matching. **What happened?** A model copied a Cloud user ID without its prefix into `addresseeUserId`. Creation succeeded. The intended user's answer then failed the exact recipient check. **Expected behavior** Ordinary chat questions use the saved conversation owner. A task may optionally name a specific recipient. The API rejects an unknown or unauthorized recipient before it creates a card. **Steps to reproduce** Create a chat question for a user whose ID is `paperclip-id:example`. Supply `example` as the addressee. Before this change, creation accepts the invalid recipient and the owner cannot answer. With this change, creation returns 422. Omitting the field saves the full owner ID and allows that owner to answer. ## What Changed - Remove `addresseeUserId` from standard question examples and remove the blanket requester-ID instruction. - Derive the recipient of ordinary chat questions from the persisted conversation owner. Reject conflicting explicit user IDs. - Keep explicit task recipients optional. Validate supplied user IDs with the existing board mutation policy, including company, viewer, and Cloud restrictions. - Preserve explicit agent routing, connector intents, confirmations, exact recipient checks, idempotent retries, and no-login local-board authority in local-trusted mode. - Update the blocker grader to accept an omitted recipient and verify the actual requester answered. - Add database and HTTP tests for prefixed identities, denied recipients, concurrent retries, saved answers, and response delivery. ## Verification - Database interaction service suite: 90 tests passed, including implicit local-board creation/answering and authenticated/Cloud denial. - Interaction HTTP route suite: 84 tests passed. - Affected interaction/native/connector/documentation suites: 231 tests passed across six files after valid-user fixtures were updated. - Resolver and interaction unit suites: 29 tests passed. - Product E2E unit/calibration suite: 793 tests passed; Product E2E typecheck and blocker catalog discovery passed. - Generated API-reference and capability contract checks passed. - `pnpm -r typecheck` and `pnpm build` passed. - Full local `pnpm test:run` did not finish green: its initial general-server pass had 14,416 passing assertions, one unrelated native-resume assertion failure on macOS, and three teardowns from an intermediate fixture cleanup fixed above. Separate broad local groups also encountered timeout/live-port failures under host load. Local UI (7,026), CLI (502), shared (817), and skills-catalog (20) tests passed; the complete final-head CI matrix is the broad verification gate. - After two CI cold-start readiness timeouts, a separate test-only commit gives the first exposure lifecycle fixture the existing normal 30-second readiness budget. Its real HTTP, ordering, and cleanup assertions remain intact; the targeted case and final Linux CI shard passed. Production deadlines are unchanged. - A separate OpenCode fixture failed twice on GitHub-hosted Ubuntu because its cached Node executable was group-writable; the same case passed on AWS runners. The fixture now qualifies its own Linux copy with mode `0500` and the actual copy digest. Host files and production security checks are unchanged. The focused macOS case passed; the new Linux-copy branch also passed on the final AWS-hosted Linux runner (1,125 passing Runner tests, 3 skipped). The final run was not on a GitHub-hosted runner. - Final-head [CI run 36762078176](https://github.com/paperclipai/paperclip/actions/runs/36762078176) passed for `116b968b24fa0a8c5724a7bf96e73a8dda5f0425`: 54 successful checks and two conditional Storybook skips, with no pending or failed checks. The 27 general/serialized test jobs reported 28,635 passing tests. Typecheck, build, Runner, browser E2E, and Canary gates passed. Greptile reviewed that exact head at 5/5; both review threads are resolved, with no open follow-ups. - No live provider replay is claimed by this PR. ## Risks - New explicitly addressed cards reject users who cannot mutate the issue, including viewers, inactive members, and invalid IDs. Callers that supplied invalid recipients must correct their request. - Existing addressed cards are not rewritten. Existing authorization checks remain strict. - Chat inference applies only to questions without an agent addressee. Connector intents and governed confirmations retain their own recipient paths. - No schema change or migration is required. ## Model Used OpenAI Codex, GPT-6 (exact serving variant and context window are not exposed in this environment). Used reasoning, tool use, code editing, and 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) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 14:16:15 -05:00
DottaandPaperclip	3c561642b4	fix(chat): resolve approvals and preserve unanswered questions (#14613) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask for decisions and optional details through cards in chat. > - A clear approval in a message can leave the matching card pending. > - An unanswered question can also block an unrelated later reply. > - Decisions need a saved source message, while optional questions need to remain answerable in history. > - This pull request records conversational decisions and lets users move on from questions and answer them later. ## Linked Issues or Issue Description **What happened?** Native Claude and Codex could act on approval in chat while the original approval card stayed pending. Pending question forms stayed above the composer, were absent from history, and could suppress later chat replies. A late native question answer could wait for a finished run to reconnect. **Expected behavior** The active agent records a clear approval or refusal against the exact card and user message. Ambiguous replies do not grant consent. Users can send another message without answering a question. The question remains pending in history and can be reopened and answered later. The saved answer reaches the agent. **Steps to reproduce** 1. Ask an agent to propose work with a confirmation card, then approve it in chat. 2. Check that the original card records that approval before work starts. 3. Ask an interactive question, send an unrelated message, and reload. 4. Open the unanswered question from history and submit an answer. Related work: #14408 added completion delivery. #14607 tests completion reporting turns. Neither records conversational answers on approval cards. ## What Changed - Add a confirmation endpoint backed by a user comment, with schema validation, OpenAPI discovery, and native Plan-mode access. Ask mode remains read-only. - Check company, active run, actor, current session, message provenance, revision, and resolver policy. Save the decision and audit in one transaction. Retries do not repeat effects. Emit resolution telemetry after commit. - Give fresh and resumed chat turns the actual pending confirmation identities. Teach agents to save clear conversational decisions before acting and to clarify ambiguity. - Keep unanswered Agent Chat questions as compact history entries. A newer user message closes the old form. Question cards never contribute to composer pending counts or navigation, including after dismissing a fresh form. The history card is the sole reminder; clicking it restores that exact form and draft. - Preserve Agent Chat questions when later messages or questions arrive. Historical ordinary inputs no longer gate later chat replies. Current-run requests, task execution, and governed approvals keep their gates. Remove the special acknowledgement-publication proof helpers that this rule replaces. - Route answers to finished native runs through durable fresh-wake delivery, with existing idempotency and source-question context. Settle late replies against contiguous completed conversation turns and freeze their history replay; failed, unhandled, and newly arriving messages remain actionable. - Add real-component Storybook scenarios, database and UI regressions, and a three-turn native Claude/Codex E2E case. Capture distinct, UI-ready screenshots and report the individual assertions. ## Verification - Focused decision/publication/UI regressions after merging master: 288 passed; subsequent UI draft, failed-send, and conversation checks: 199 passed. - Native question and durable delivery regressions: 106 passed, including all four terminal run states and exactly-once late delivery. Seven targeted regressions fail against the original implementation and pass with the fix. - Latest conversation/decision/native-delivery regressions after the master merge: 121 passed. Covers completed progress, missing or failed intervening turns, new messages during a late reply, stale sessions, and frozen retry/replay boundaries. Four new assertions fail before the ordering fix. - E2E support suite after the master merge: 792 passed. Negative controls reject expired cards, wrong questions/answers, stale or missing replies, unrelated clarification forms, and unexpected tasks. - The embedded-browser walkthrough caught one additional defect: dismissing a fresh question still showed a composer badge. Both Cancel and close-button regressions failed before the fix. The fix at `65f2ade12` passes 170 chat-thread tests and 792 E2E support tests. After merging master, 232 chat-thread/confirmation tests, server/UI typechecks, and token gates pass. The preview and two-provider live E2E pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at that commit. All 55 checks are now successful at `e5512a206` (four conditional checks skipped), including the aggregate verification gate and clean-install canary test. The first attempt was interrupted by simultaneous CI worker shutdowns; one failed-job rerun passed without code changes. - [Published Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on): nine real-component scenarios. Manually exercised move on, reopen, preserve draft, answer later, answer one of multiple questions, and a custom mobile answer in the embedded browser. Retested fresh Cancel and close-button dismissal in the updated build, then reopened and submitted the preserved Green selection and inspected its answered receipt. Static preview has no live model/backend; its callbacks are fixture responses. - [First live campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/) reproduced the late-answer completion-state defect on both providers despite correct saved answers and acknowledgements. It also exposed a valid imperative clarification rejected by the old oracle. Both issues are fixed with regression controls; this failing run is retained as evidence. - [Four-cell qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/) passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous confirmation, each on native Claude and Codex. Inspected saved state, source-message decisions, visible cards, and agent replies. Both late-answer chats settled to waiting; no unrequested tasks were created. [Final branch rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/) passed 2/2 at `142630720`: the same unanswered-question journey after merging master, plus an additional screenshot and browser assertion for the actual late-answer acknowledgement. - [Composer-reminder E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/) passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each, with explicit no-badge assertions before and after reload. Inspected saved pending/answered state, both screenshots with a clear composer, and actual Blue acknowledgements; all five behavioral matchers passed per provider and neither created tasks. Cost coverage is partial; this is bounded workflow qualification. - [Fresh-dismissal E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/) passed 2/2 at `e5512a206`: native Claude and Codex, including fresh Cancel, clear composer, reopen, unrelated message, reload, late Blue answer, and actual agent acknowledgement. All five behavioral matchers pass per provider. Inspected the fresh-dismissal screenshots and saved pending/answered identity; neither created tasks. Cost coverage is partial (4/6 runs). - Prior evidence remains available in [the earlier campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/). Its early loading screenshot and overwritten final capture prompted the UI-ready, distinct screenshot fixes. ## Risks - The model interprets intent. The server verifies permission and provenance; it does not infer consent from text. Ambiguous and unrelated replies are not approvals. - Historical questions can accumulate. They remain visible, pending, and answerable; no automatic answer or expiry is invented. - The change to completion gates is scoped to Agent Chat and ordinary historical inputs. Current-turn and governed approvals retain their existing controls. - Live qualification is limited to the selected stories. Broader native onboarding finalization remains separate work. - No database migration. Telemetry adds no fields or values; the contract and README document the commit boundary. Privacy review was requested on the PR. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser-test orchestration. The exact model ID and context-window size are not exposed to this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 11:46:46 -05:00
DottaandPaperclip	d30b03bd8c	test: add persistent E2E coverage for human blocker decisions (#14707) ... ## Thinking Path > - Paperclip manages work for AI agents. > - Agents use the coordination skill when work needs human authority or a scope decision. > - PR #14188 replaced automatic manager escalation with direct blocker handling. > - This behavior needs real browser, server, database, and provider tests. > - The test must verify saved human input, task ownership, and resumed work. > - This pull request adds six reusable Product E2E cases and improves the skill examples that they exercise. ## Linked Issues or Issue Description Refs #14188. The merged change needs repeatable behavior coverage. The new suite tests missing administrator access, missing hiring permission, and requester scope questions. Searches found no duplicate blocker-guidance suite. This extends the existing eval system described in ROADMAP.md. ## What Changed - Add the explicit-only `blocker-guidance` Product E2E suite. It has three local scenarios on legacy Codex and legacy Claude. - Use the production UI and public APIs to create work, save a human-only question or confirmation, answer it after reload, and resume the same task. - Check requester identity, ownership history, manager activity, hiring, saved answers, and completion. Keep direct text input as a separate UX result. - Save pending and final screenshots, API checkpoints, skill hashes, provider evidence, and billing data through the existing report pipeline. - Isolate the Claude fixture home. Verify the served skill bytes before dispatch so an old installed skill cannot silently replace the evaluated skill. - Improve the coordination and hiring skill examples. Include the human-only policy, requester address, wake behavior, and handling of authorized scope changes. - Grader v5 requires the exact approved public welcome note as a new worker comment. Browser input checks reject unwritable scope cards before clicking, and confirmation direction must be saved in the resolution before the worker wakes. - Add grader calibration and browser-input tests. Update the fixture guide and generated capability inventories. ## Verification - `pnpm build`: passed after rebasing onto current master. - `pnpm -r typecheck`: passed. - `pnpm test:e2e:runner:typecheck`: passed. - `pnpm test:e2e:runner:unit`: 742 tests passed. - `pnpm test:e2e:runner:browser-support blocker-input.spec.ts`: 10 tests passed. - `pnpm test:e2e:runner -- --list --suite blocker-guidance`: six cells found. - Capability inventory and generated-contract checks: passed. - `pnpm exec vitest run server/src/__tests__/hiring-operational-examples.test.ts`: four tests passed after synchronizing the generated API reference and section anchor. - Full general and serialized test suites: passed in CI on `6652cee74517039676bad6a720f213625d265acd`. The redundant local `pnpm test:run` was interrupted after complete CI coverage passed; it is not claimed as a completed local full-suite run. - Final GitHub checks: 54 passed, two optional Storybook checks skipped. The runtime-exposure startup test hit a 10-second readiness timeout once, passed a targeted local reproduction, and its CI shard passed the single retry without code changes. - Current-head Greptile: 5/5, clean check, zero unresolved threads. - Historical live measurement on September 29 at `4edc77ae2b95b10dd61426ce3f042bac00527ad9`: three independent six-cell runs scored 5/6, 6/6, and 6/6. Claude Sonnet 4.6 passed 9/9. Codex `gpt-5.6-sol` passed 8/9. These runs predate this rebase. - Version 5 changes the scope answer to an exact approved publication draft. The historical runs do not qualify that new requirement; the two-provider scope pilot at `49a1f4eab369948b9e3b34a6ce436489e875e4ec` passed Codex and failed Claude. Claude posted the correct salary-free sentence but omitted its required reference line from that comment, placing the reference in a separate completion message. The `public-welcome-note` check correctly failed. An earlier Claude database-startup failure was retained separately; its fresh-instance retry reached the model. This pilot is not a six-cell qualification. - The failed Codex scope case omitted `addresseeUserId`. The strict routing check remains. All 18 attempts had clean evidence manifests and passed cleanup. - To repeat with provider credentials: `pnpm test:e2e:runner -- --suite blocker-guidance --max-parallel 1`. This is a paid, opt-in suite and is excluded from `--all`. ## Risks - The live suite measures variable model behavior. The retained 17/18 historical result and the current 1/2 scope pilot are not all-pass qualifications. These paid cases are opt-in; their observed model failures remain visible independently of deterministic CI checks. - A separate generic task-replacement diagnostic still exposed a Claude refusal. The ordinary cases use specific business decisions. The diagnostic is not a standalone catalog case in this change. - Earlier measurements included an old installed Claude skill and test defects. Their grades remain retained and are not combined with the three final repetitions. - Skill examples can affect when agents ask for human input. Downstream permission checks still apply. - Native runners, Daytona, agent-requester routing, and real external connection authorization are outside this suite. - Raw provider traces and credentials remain private. No screenshots, raw reports, secrets, workflow changes, or lockfile changes are committed. ## Model Used OpenAI GPT-6 through Codex assisted with this change. The exact deployed variant and context window size are not exposed in this session. The assistant used reasoning, repository edits, tool use, and shell execution. The evaluated models were `gpt-5.6-sol` and `claude-sonnet-4-6`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 07:56:54 -05:00
DottaandPaperclip	2de43fc909	fix(issues): keep agent mentions as context and defer personal app authorization (#14577) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Each task has one assignee. Explicit assignment and review requests select who should act. > - An agent mention started another agent on a task it did not own. Native attachment staging then rejected that run. > - Allowing that run through startup could also let two agents work on the same task. > - Mentions should identify relevant context. They should not start work or forward comments to other tasks. > - A personal app installed on a shared agent must also wait until tool use to resolve the current user's grant. > - This pull request removes mention dispatch and keeps missing personal app credentials from blocking startup. ## Linked Issues or Issue Description **What happened?** A native agent mentioned on another agent's task failed with `paperclip_runner_attachment_staging_not_authorized`. The source task could already be complete. A nearby optional-app warning was a separate problem: personal app tools were excluded when their shared health state required attention. **Expected behavior** An agent mention is context only. It does not wake the agent, take ownership, or copy a comment onto another task. Normal feedback still reaches the assignee. Assignment and explicit review requests still dispatch work. An unavailable personal app does not block startup or produce a startup warning. Tool use requests the current user's authorization and never uses another user's grant. **Steps to reproduce** 1. Assign a task to agent A. Post a comment that mentions agent B, including a comment that closes A's task or references B's child task. 2. Confirm the comment retains its agent link and B receives no run or deferred wake. A can still receive normal feedback. 3. Install an active personal MCP connection on B. Give only Alice a grant and leave shared health at `error`. 4. Explicitly assign work to B for another user. Confirm it can finish without using the app. 5. Ask B to use the app. Confirm its tool call shows an inline connection request for the current user. Related work: Refs #11144. This change uses the existing execution-time personal grant resolution. ## What Changed - Remove mention dispatch from standalone comments and issue updates. Remove implicit forwarding of parent comments to a mentioned worker's child task. - Ignore new requests with the legacy mention wake reason before creating a run or deferred request. Preserve already accepted queue entries, which can combine assignments and feedback with a later mention. - Remove the native mention admission, staging, and finalization exceptions from this PR. Native task ownership checks remain intact. - Keep active, installed personal app tools available despite shared health errors. Remove optional-app startup warnings. Tool execution retains the current user's grant and policy checks. - Update agent instructions and product/API docs. Refresh generated capability source anchors. ## Verification - Red: comment-route regressions reproduced extra agent wakes and child comment forwarding. A separate regression proved that cancelling by the last coalesced reason could drop an accepted assignment. - Green: the targeted route, wake queue, heartbeat, workspace, responsible-user, MCP discovery, and HTTP gateway suites passed. The final queue and heartbeat rerun passed 104 tests, the restored queue adapter passed 56, and both comment-route suites passed 135. These include accepted assignment preservation, rejection of new mention requests, and normal assignee feedback. - `pnpm -r typecheck` and `pnpm build` passed locally. The full local `pnpm test:run` attempt was interrupted for review/CI fixes, so it is not claimed as a completed local pass. It exposed a cleanup timing race in the concurrent-mention assertion, now fixed and verified across 10 repetitions. CI also exposed an obsolete test waiting for the removed mention lookup; it was reproduced and fixed, then both comment suites passed. Final full-suite verification is through CI. - Final head `bd9ea4cb05a8f081c54e017760a8999f9ea6ef44`: 54 checks passed, 2 Storybook checks intentionally skipped; no pending or failing checks. Full CI includes general and serialized suites, all 8 browser shards, runner verification, typecheck, build, and canary dry run. Greptile is 5/5 on this exact commit, with no unresolved findings. - One unchanged Cursor adapter test hit its 10-second CI timeout. All 5 tests in that file passed locally; one retry of its CI shard passed all 674 tests (3 skipped). The aggregate verification gate then passed. No code or timeout was changed for that retry. - Live browser check: inserted a structured mention with the picker on a human-owned task. The saved link remained visible. Database checks found zero new runs and zero wake requests. - Live Codex runner check: explicitly assigned that task with the unavailable personal app attached. The run succeeded and committed completion without using the app or creating a connection card. - Live browser follow-up: asked the assignee to call PostHog and mentioned another enabled agent as context. Only the assignee ran. It succeeded and displayed the existing inline connection card. Only Alice's grant existed; the run belonged to a different user. - The HTTP regression covers tool discovery with no provider calls or connection cards, first use returning the current user's authorization request, and successful retry after that user's grant exists. - App checks use an isolated local fixture and a fake MCP provider. They do not use production app credentials. ## Risks - Intentional behavior change: workflows that used mentions to wake agents must use assignment, a bounded child task, or an explicit review request. - Already accepted queue entries retain their prior rules. An old entry can combine assignment or feedback with a later mention; its last reason cannot safely identify mention-only work. New mention requests create no run or deferred wake. - Personal apps with a shared health error remain discoverable. Actual tool use still requires the responsible user's grant and existing policy gates. - No database migration or public API schema change. ## Model Used - OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact serving model ID and context-window size are not exposed in this session. - Live native-run verification used `gpt-6-astra` through the Codex provider. ## 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>	2026-09-29 12:49:01 -05:00
DottaandPaperclip	c9b93d7e8c	fix: preserve terminal task owners during release (#14561) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tasks record an assigned owner and separate checkout and execution locks. > - A completed task must retain its owner after execution ends. > - The release endpoint currently clears that owner when it clears the locks. > - This pull request preserves the assignee of Done and Cancelled tasks during release. > - Unfinished tasks keep the existing relinquishment behavior. > - The benefit is stable task attribution without retaining execution locks. ## Linked Issues or Issue Description **What happened?** An agent completed an assigned task, then called the release endpoint. The task stayed Done, but its assignee became null. The same defect affects Cancelled tasks. It caused the legacy Claude clarification/reuse and multiple-repository handoff E2E assertions to fail. **Expected behavior** Release must clear execution locks on terminal tasks and preserve their assignee, final status, and disposition timestamps. Release of unfinished tasks must still clear the agent assignee. Only In Progress work returns to Todo. **Steps to reproduce** 1. Create an assigned task with checkout and execution locks. 2. Complete or cancel the task. 3. Call `POST /api/issues/:id/release` as the assigned agent. 4. Read the saved task. Before this fix, its assignee is null. **Paperclip version or commit** Reproduced on master commit `d172197117a14b80a1eb2d2835a0e7cce2679656`. **Deployment mode** Local tests against real PostgreSQL through the production issue routes and services. This is a core lifecycle defect, independent of the agent adapter. Refs: #11689, #6899, #7769. These are related open release proposals. This is an independent fix limited to terminal task ownership. It does not include timer scheduling changes. ## What Changed - Preserve the current assignee when releasing Done or Cancelled tasks. - Keep all execution-lock cleanup and existing unfinished-task behavior. - Cover all seven task statuses through the release API and read back saved state. - Check disposition timestamps, activity attribution, and repeated board cleanup. - Update the API contract, agent reference, and CLI help. ## Verification - Red commit `ddaabb754`: the two terminal-owner regressions failed with `assigneeAgentId: null`; 12 other route tests passed. - Green: all 14 route tests pass, plus the existing successor-checkout race test (15 selected tests total). - Command: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/issue-stale-execution-lock-routes.test.ts src/__tests__/issues-service.test.ts -t 'stale issue execution lock routes|does not let stale release clobber a successor checkout lock'`. - The local host has exhausted its SysV semaphore pool. The red/green runs used the existing test-provider hook to start disposable Docker PostgreSQL 17 instances. Routes, services, migrations, and assertions were unchanged. No database tests in the selected set were skipped. The other 134 tests were excluded by the name filter. - Capability contract and inventory drift checks pass. - `pnpm build` and `pnpm -r typecheck` pass. - The local `pnpm test:run` was interrupted after environment failures while the complete sharded CI suite ran in parallel: native PostgreSQL bootstrap fails under the host semaphore limit, and the large Git fixture hits macOS `ENAMETOOLONG`. A focused rerun confirmed these happen before the relevant assertions. The interrupted local run is not counted as a full pass. - Greptile completed on `1caeeb827e9cb658ddb71f16c2421ec20f80634e` with **5/5**, a successful check, and no review threads. - All CI gates pass on the current head: typecheck, build, general and serialized tests, Runner checks, browser E2E, release packaging, and security checks. Server shard 11 passed on one targeted retry; the first attempt had 836 passing tests but an unhandled workspace-runtime startup rejection caused by an existing timing window. All other successful jobs were reused. - No paid provider evaluations were run. ## Risks - A caller that used release to erase ownership from terminal work will now retain that owner. An explicit assignment update or the board force-release option with `clearAssignee=true` can still clear it. - No schema or migration changes. The transaction, company access, assignee/run checks, and activity log remain in place. ## Model Used - OpenAI GPT-6 through Codex, with tool use, code execution, and test debugging. The session does not expose a more specific backend model version or context-window size. - OpenAI `gpt-6-luna` assisted with read-only test discovery and review. ## 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>	2026-09-29 08:47:33 -05:00
DottaandPaperclip	bacc0e6a98	docs: remove automatic agent escalation from coordination skill (#14188) ... ## Thinking Path > - Paperclip manages work for AI agents. > - The coordination skill tells agents how to handle blocked work. > - The skill directs blocked work to managers and other agents. > - Those agents may lack the same access or authority. > - These extra assignments delay the required human action. > - This pull request removes automatic escalation advice. > - Agents must identify the missing capability and use the correct approval or human-input path. ## Linked Issues or Issue Description **Issue type** Incorrect information. **Where is the issue?** The critical rules in `skills/paperclip/SKILL.md` and blocker guidance in `skills/paperclip/references/api-reference.md`. **What's wrong?** The skill tells agents to escalate through `chainOfCommand`, ask another agent for help, and avoid human help. A manager title does not grant permission to fix a connection or complete an administrator action. **Suggested fix** Remove blanket escalation and agent-first rules. Keep normal delegation when the recipient has a concrete capability for a bounded task. Use saved human-input interactions or existing connection and approval flows for human-only actions. Searches for open PRs with “escalation”, “chainOfCommand”, and “ask another agent” found no duplicate skill change. Recovery-routing PRs change server behavior, which is outside this change. ## What Changed - Remove the chain-of-command escalation rule and both repeated agent-first directives. - Replace manager handoffs in the API reference with direct blocker handling. - Keep reporting fields, normal delegation, approval gates, and the ban on bypassing permission denials. - Keep the ban on cancelling cross-team tasks. Request a decision instead of automatically assigning the task to a manager. ## Verification - Final head `1483e82cc3fe10a7c910230b3779635d6d54c162`: Greptile 5/5, no outstanding findings, all CI checks pass (optional Storybook jobs skipped). - Created a fresh worktree at `.worktrees/skill-blocker-guidance` from the current master commit. - Ran `git diff --check`: passed. - Ran Node assertions against both documents: passed. Removed directives are absent. Human-input and capability-based delegation guidance is present. - Checked that checkout conflict, approval, dependency, and normal delegation instructions remain. - Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. None could run because this environment has no `pnpm` executable. - Refreshed both generated capability inventories and their derived contract after skill heading positions changed. Both generator and live-inventory checks pass. The eval and MCP baselines remain unchanged. - Ran `node --test packages/paperclip-runner/scripts/check-capability-inventory.test.mjs`: all four tests pass. - Ran `node packages/paperclip-runner/scripts/check-capability-inventory.mjs` and `node packages/paperclip-runner/scripts/generate-capability-contract.mjs --check`: both pass. - Added explicit requester routing for agent and human scope questions. Focused Node assertions pass. ## Risks - Agents can request human input earlier for actions that require human authority. - Existing runs or installed copies can keep old skill text until refreshed. - This change does not alter server recovery routing or permission checks. ## Model Used OpenAI Codex, with reasoning, tool use, and shell execution. The runtime does not expose a verifiable exact model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-28 08:37:26 -05:00
DottaandPaperclip	b0155a681a	feat(slack): connect Paperclip conversations and scheduled messages (#13920) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack conversations use the same tasks and agents as the Paperclip board. > - A board reply must reach that Slack conversation and let the agent continue the work. > - An assigned agent also needs its Slack tools during normal tasks and scheduled routines. > - Both paths must keep the linked user's authority, delivery rules, and conversation history. > - This pull request adds those paths and reduces setup friction for Slack bots. ## Linked Issues or Issue Description **Subsystem affected** Server orchestration, Slack connector tools, shared contracts, and chat setup UI. **Problem or motivation** Replies entered in Paperclip did not provide a complete round trip to the linked Slack thread. Slack and board wakeups could select different model sessions for the same task. Agents also lacked their assigned Slack tools outside Slack-origin work, which prevented a routine from sending its responsible user a briefing. Inviting a bot could leave the new channel disabled. **Proposed solution** Mirror human board messages with author attribution and route the agent result to the same thread. Use the same session key across both entry points. Supply Slack tools to the connection's assigned agent in normal tasks and routines, using the current responsible user's verified link. Enable newly invited channels while preserving explicit disabled choices. Add a browser-agent setup prompt to the Slack wizard. **Alternatives considered** A separate Slack scheduler or task dispatcher would duplicate existing Paperclip workflows. Reusing the connection owner's identity would grant the wrong authority. Replaying old channel history could start unintended work. This change uses ordinary task wakeups, routine dispatch, and Slack's original invitation mention event instead. **Roadmap alignment** Extends the shipped Scheduled Routines and governed Apps capabilities. It does not add a separate task lifecycle. Related work: #13828 and #13809. Related test stabilization: #13877. The existing plugin Slack-control proposals are separate from this built-in connector change. ## What Changed - Queue human Paperclip messages for the original Slack thread with display-name attribution and stable delivery identities. Require the author’s current linked Slack identity and recheck access before delivering messages or agent replies. - Apply pause, dependency, cancellation, and closed-workspace guards before explicit Board sends request work and again when the durable outbox dispatches it. - Route agent results back to Slack and preserve model-session continuity, including replies that reopen completed tasks. - Resolve assigned Slack connections for normal agent tasks and routines. Recheck the responsible user's link, membership, and permissions at execution. - Add `slack_open_dm` for the responsible user's bot DM and request the `im:write` scope. - Enable newly discovered invited channels. Keep explicit OFF choices and normal admission and deduplication rules. - Add a copyable Slack setup prompt for a computer-use agent, with Storybook coverage. Share the prompt-button component with GitHub. - Update Slack tool documentation and runtime instructions. - Stabilize the mobile project browser test by waiting for the final canonical route before editing, preserving all persistence assertions. ## Verification - Live staging: invited the bot after the first mention. The channel became enabled and the bot answered that original mention. - Live staging: a normal Paperclip reply appeared in Slack with author attribution. The agent completed the calculation and replied once in the original thread and in Paperclip. - Live staging: a codeword entered in Slack was recalled from Paperclip. A following Slack calculation used the result from the Paperclip turn. Run metadata confirmed the same model session for both entry points. - Live staging: a scheduled routine used `slack_open_dm` and `slack_post_message` to deliver one DM. The existing app was reinstalled with `im:write`. The test routine was paused after verification. - Before the master merge: 397 focused feature tests passed. The continuity fix passed all 76 issue comment/update route tests and six focused route/integration cases. Typecheck, build, and token gates passed. - Review fixes: 47 focused integration cases passed, covering link revocation/replacement, private membership removal, guarded outbox dispatch, concurrent workers, lost scheduler responses, a real one-connection pool, exact reply provenance, and attachment retries. All 99 issue-comment route tests and the Slack catalog browser test passed. - Full local typecheck, production build, token gates, and module-boundary checks passed. The full local test command passed 25,915 tests before a 15-second timeout in `issue-thread-interaction-routes.test.ts`; that entire suite passed on isolated rerun (81 tests). Remaining serialized coverage is provided by the current-head CI shards. - An unchanged Cursor adapter test hit its 10-second limit in CI; all five tests in that file passed on a local rerun in 3.11 seconds, and the failed CI shard passed on its single retry. - The preview-server readiness test passed a local rerun (28 tests). The mobile-project readiness fix passed three repetitions of both browser tests (6/6). - Final commit `64ac0d9897f4353375996f1b1b38e5040bdeb0a0`: all CI gates passed, including all eight browser shards, all server/chat suites, typecheck, build, runner checks, and security checks. Greptile reviewed this exact commit at 5/5; all review threads are resolved. ## Risks - Human messages on a Slack-linked task now publish to its Slack thread. The task banner states this behavior. Incoming Slack messages and internal agent bookkeeping must not echo back. - Normal tasks and routines can now use the assigned bot. Authority remains bound to the current responsible user's link; it does not fall back to the connection owner. Revocation, private-context limits, and queued-write checks still apply. - Existing Slack apps need `im:write` and a reinstall to open DMs. Other existing capabilities remain available without that scope. - New invited channels default to enabled. Explicit disabled choices remain disabled. Channels created by bot tools still require a person to enable responses. - No database migration or new provider credentials are required. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, GitHub CLI, and browser tools. The runtime does not expose a more specific model build identifier or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-09-24 10:51:45 -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	7944ed3d97	fix(runner): preserve hire runtime safety and first-activity timing (#13852) ... ## Thinking Path > - Paperclip is the open source control plane for companies of AI agents. > - Native runner agents need governed tools, durable runtime state, and useful execution evidence. > - A first activity trace waited 53.467 seconds even though tool activity took 6.274 seconds; provider input arrived before the server API call executed. > - Native agents also need a safe way to hire teammates without asking the model to rebuild runtime configuration. > - This pull request separates the observed ACP input-stream window from the actual server `tool.execute` span and adds a server-owned native hire contract. > - The benefit is clearer latency evidence and safer native teammates with existing approval, auth, and company boundaries preserved. ## Linked Issues or Issue Description Related Daytona provenance work is in [#13814](https://github.com/paperclipai/paperclip/pull/13814). No duplicate public PR was found for this combined timing and native-hire change. **What existing behavior does this improve?** Native runner agents can use governed tools and request hires. The server did not expose a safe native hire operation that reused the caller's validated runtime settings. First-activity traces also mixed provider input timing with server tool execution timing. **Current behavior** A native hire must construct a separate runner configuration. Full configuration copying could expose paths, instructions, secrets, or sessions. Timing evidence could make a provider or MCP identity join appear proven when the trace did not contain that join. **Proposed behavior** The native `hire_agent` operation accepts identity and persona inputs. The server sends `adapterType: "paperclip_runner"` with `inheritRuntimeFrom: "caller"`, then copies only validated provider, model, permission, lifecycle, and bounded execution settings. It inherits and validates the default environment, derives the managed AI binding through existing normalization, preserves approval and permissions, and creates fresh child instructions. Caller secrets, paths, prompts, and sessions are excluded. Provider events now include the optional boolean `inputUpdated`, with Rust forwarding support. Timing evidence separately records the ACP input-stream window and the actual server `tool.execute` activity. It does not claim a provider or MCP join without matching evidence. **Reason and benefit** Native agents can hire teammates that start with the caller's approved execution policy. Operators retain company boundaries, auth rules, approval gates, and requalification. Reviewers can distinguish provider streaming time from server API execution time when diagnosing first-activity delays. **Breaking changes** None for existing hires or tool calls. `inheritRuntimeFrom` is optional and only applies to same-company native agent callers. Conflicting explicit runtime settings are rejected. The provider event field is optional for existing producers. ## What Changed - Added the native `hire_agent` protocol action, catalog entry, API contract, and runner authority checks. - Added `inheritRuntimeFrom: "caller"` validation and a closed native runtime inheritance allowlist. - Preserved managed AI binding normalization, default-environment validation, approval snapshots, permissions, requalification, and fresh child instructions. - Added provider `inputUpdated` schema support and Rust forwarding. - Added first-activity and server tool timing evidence with conservative identity-join handling. - Added route, authority, provider-event, sidecar, API, catalog, and Rust-focused tests. - Kept private Honeycomb links, raw traces, and local result paths out of this description. ## Verification Focused checks passed: - 458 timing/session checks. - 61 native hire inheritance checks. - 20 hire authority checks. - 1,741 API checks. - 106 catalog checks. - 54 provider sidecar checks. - 12 Rust provider checks. Live R2 and R3 each passed 45 checks across 6 runs (361,135 ms for R2). R1 stopped at missing Docker image setup. The final trace is available at https://ui.honeycomb.io/paperclip/environments/test/datasets/paperclip/result/BiMypLNvmiB?tab=traces. Latest-head CI passed all required build, typecheck, Rust, static, Vitest, serialized-server, workspace, chat, and E2E jobs. The focused local checks listed above passed; the broad local suite was not run before the live evaluation, while CI provides the full repository verification. ## Risks - Timing fields describe separate observed windows. They do not prove a provider or MCP owner without a valid trace join. - The inheritance allowlist must stay synchronized with native runner configuration fields. - Approval snapshots include resolved safe inherited settings and should be reviewed when native configuration fields change. - The focused local suite is narrower than the full repository suite; latest-head CI covers the broader repository checks. > Roadmap review: `ROADMAP.md` places this work within Paperclip's bring-your-own-agent direction. It extends existing native runner hiring and observability behavior. ## Model Used OpenAI GPT-6 (exact serving model ID is not exposed), with extended reasoning and repository tool use; GPT-5.6 Luna assisted with focused implementation and verification 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 23:16:11 -05:00
DottaandPaperclip	a10702a878	feat(slack): add governed tools for Slack-origin tasks (#13828) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors let people start and continue agent tasks from other services. > - A Slack conversation needs access to its surrounding discussion and Slack collaboration tools. > - The agent must use the linked requester's access and keep private material within its permitted audience. > - This pull request adds Slack tools through the existing connector contribution and approval framework. > - People can ask an invited bot to read a discussion, create follow-up tasks, and collaborate in Slack. ## Linked Issues or Issue Description **Subsystem affected** Chat connectors, connector runtime, tool gateway, and connection Settings/Access. **Problem or motivation** Slack-origin tasks can receive messages but cannot inspect the rest of a channel or act through the originating bot. People must paste context or configure a separate integration. **Proposed solution** Supply typed Slack tools and a bundled skill only to the originating task and assigned agent. Resolve the linked requester on the server. Check bot and requester access before reads and writes. Use existing durable actions and approvals. Retrieved messages remain source material. **Alternatives considered** Slack's user-OAuth MCP server does not replace the customer-created chat bot. An unrestricted Web API proxy would not provide suitable permission or publication boundaries. **Roadmap alignment** This extends the existing MCP Tool Gateway & Apps work with a provider contribution. It does not add a task dispatcher or a separate Slack task lifecycle. Related: #11144 covers generic per-user MCP grant execution; this change binds Slack bot operations to chat-origin tasks. ## What Changed - Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and shared native/HTTP execution. - Bind tools to company, endpoint, task, run, assigned agent, and admitted linked requester. Check membership and revocation on each call and before queued writes. - Add paginated reads, bounded history search, source links, messages, file uploads, reactions, pins, bookmarks, topics, canvases, lists, and approved channel operations. - Restrict private-source publication, including automatic replies and uploaded deliverables. Keep other people's bot DMs inaccessible. - Reuse action receipts, idempotency, approvals, and reconciliation. Suppress an identical explicit-send/final-reply duplicate. Return governed results through their verified originating conversation. - Add endpoint-bound personal search OAuth storage and lifecycle. Keep native real-time search disabled until a runtime meets Slack's transient-result requirements. Current runtimes use bounded history search. - Show capabilities, scope upgrades, and personal search authorization in Settings/Access and Storybook. Document provider and runtime limits. ## Verification - Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no unresolved findings. One unchanged rapid-callback timing test passed on a single CI retry. - Approval presentation regressions cover board-comment precedence and exact Slack publication; the expanded database assertion passed in CI. The local PostgreSQL startup probe later became unavailable, so that final assertion was verified in CI. Slack setup and failed-run retry browser tests also passed locally. - Full workspace typecheck and build passed. Server typecheck/build passed again after the approval routing fix. - Broad local suites passed in separate groups: server 12,958 tests, UI 6,555, shared 770, skills catalog 20, and other workspace packages 2,652. CLI and serialized server checks passed after environment/timeout retries. These are composite results, not one uninterrupted green full-suite invocation. - PostgreSQL authority regression covers admitted identity, cross-company/task/agent rejection, recovery, retained-session revocation, OAuth refresh/disconnect races, approval execution, exact publication lineage, retries, uncertain sends, and duplicate suppression. - Gateway/response regressions cover separate-origin approval batches and durable continuation. Focused provider, access, search, native runtime, route, and AgentMail regressions pass. - Storybook capability, missing-scope, OAuth configuration, authorization, and disconnect states were inspected in the browser. - Live staging: read a channel decision and full thread, create exactly two assigned backlog tasks, add a reaction, paginate discovery to exhaustion, and return bounded search matches with source links and coverage. - Live staging: create/edit/read a canvas and list, inspect the canvas in Slack, post/edit one message, and create a channel only after approval. New channels remain disabled for responses. - Live staging: read a response-disabled channel from the requester's DM; writes to that channel were denied. The test setting was restored. - Final live retest passed: explicit file upload and exact content read-back; approved deletion of only the disposable bot message; continuation confirmation returned to the original Slack thread without repeating the action. - Optional OAuth, private multi-user boundaries, native RTS, and CLI provider execution are not fully live-qualified. The staging agent initially supplied malformed tool arguments; valid arguments succeeded, and the tool/skill descriptions now emphasize UUID write keys. ## Risks - Existing Slack apps must add scopes and reinstall for new capabilities. Provider plans and document permissions can still restrict operations. - Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET` for governed tool actions. The staging instance was configured with explicit operator approval; fleet provisioning is a separate gap. - Native RTS is not exposed on current transcript-retaining runtimes. Bounded history scans are deliberately reported as incomplete. Inline file reads support text/canvas content up to 256 KiB; other types return metadata. - Private document edits fail closed when the full audience cannot be verified. Uncertain effects other than posts/uploads require inspection instead of blind retries. - Shared approval-delivery code now separates outcomes by source run to preserve origin boundaries. No database migration is required. - A separate completion-validator gap remains when the agent cites a prior run's registered artifact during finalization. It asked for registration again even though Slack delivery was confirmed. This change does not add a connector-specific task-completion policy. ## Model Used OpenAI GPT-6 through Codex, with repository tools, code execution, and browser testing. The exact deployed model identifier and context-window size were not exposed in the session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 15:29:07 -05:00
DottaandPaperclip	36dbb7ed1c	fix: harden agent chat runner tools and recovery (#13678) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent Chat turns discussion into plans, tasks, reviews, and hires. > - These workflows need reliable tool results and task context on the native runner. > - Live Claude and Codex tests exposed lost retry requests, invalid project inputs, and a child startup crash. > - Recovery also exposed a misleading retry action and missing child task context. > - This pull request fixes those paths and adds regression coverage. > - Agents can continue the original request and operators can inspect a stopped run. ## Linked Issues or Issue Description **What happened?** A failed Agent Chat retry could lose the user's question. Project creation accepted unsupported icons in its tool schema. Codex could stop when a helper's MCP startup event arrived before its thread lineage. A stopped task offered Retry even when the server required execution reconciliation. Resumed agents could miss existing delegated tasks. Hiring and review instructions did not describe the native runner's available tools and source requirements. **Expected behavior** Retries retain the selected request. Tool schemas match the API. Child startup information does not gain authority over the parent or stop it. Recovery actions match the server's requirements. Task context exposes existing child work. Handoffs contain the material the assignee needs. **Steps to reproduce** 1. Enable experimental Agent Chat in an isolated development instance. 2. Configure native Codex and ACPX Claude agents on Paperclip Runner. 3. Ask for a plan, revise it, approve task creation, and request a hire and status report. 4. Retry a failed chat turn and check that it answers the original request. 5. Start a Codex helper before its thread lineage arrives. 6. Resume a delegated task and inspect its existing children and saved output. **Paperclip version or commit** The live failures were found at `f2c5e54dc`. This branch is rebased onto `86b7ee992`. **Deployment mode** Isolated local development instance with native Codex and ACPX Claude. No database migration or default permission change. Related work: Refs #13284 for Agent Chat. Refs #13438 for the server-side API receipt fix, which this branch preserves. The transport also accepts the earlier HTTP receipt format. Refs #13655 for the current Codex continuation and helper lineage handling, which this branch also preserves. ## What Changed - Preserve failed Agent Chat wake-comment IDs and session generation from the authorized source run. Reject pre-reset retries. - Wrap API receipts with the correct semantic call identity. Test current and earlier receipt formats through real HTTP and runnerd. - Classify early child MCP startup notifications as information. Keep foreign completion and result events rejected. - Constrain project icons on both tool surfaces and regenerate the protocol contracts. - Include bounded, company-scoped visible direct child tasks in task context. Filter hidden tasks before applying the limit. - Replace the rejected Retry action with Inspect run for native continuation reconciliation. - Update hiring, review handoff, status reporting, and development guidance. ## Verification - Live tests covered Claude and Codex questions, plan revisions, approval, task creation, hiring, status, chat reset, failures, and recovery. - The recovered task produced its saved checklist and example. A later follow-up read the existing child tasks and document without creating more work. - Full build, repository type checks, token gates, 142 focused tests, 188 runner TypeScript tests, and the Rust notification/descendant regressions passed after rebase. The separate local full-suite run was stopped after the complete CI suite passed. - Review fixes passed the updated route, tool-authority, and icon regression tests plus server type checking. - Required commands: `pnpm build`, `pnpm -r typecheck`, `PAPERCLIP_IN_WORKTREE=false pnpm test:run`, and `pnpm check:token-gates`. - At `4ce8047b0`, all 55 applicable GitHub checks pass (two Storybook checks are intentionally skipped), including the complete general/serialized test matrix, runner tests, browser tests, build, type checks, Docker checks, and canary dry run. - Fresh Greptile review is 5/5 on `4ce8047b0`; all three findings were fixed with regressions and there are no unresolved review threads. - Two initial CI service-startup timeouts passed unchanged in local reproductions and in the latest CI run. ## Risks - The new event classification is limited to MCP startup information. It does not authorize foreign task completion, results, or tool requests. - Task context returns at most 100 direct child tasks and reports truncation. It excludes hidden tasks and other companies. This improves delegation context but does not enforce semantic duplicate detection. - Native reconciliation still requires an operator to inspect and record prior outcomes. The new link does not replace the recovery API. - API tools remain opt-in. Claude permission choices remain explicit. No default permission, schema, or workflow changes. ## Model Used OpenAI GPT-6 in Codex, with reasoning, repository editing, code execution, API tools, and browser testing. The exact deployment identifier and context-window size are not exposed in this session. Live acceptance agents used OpenAI `gpt-5.6-sol` and Anthropic `claude-sonnet-4-6`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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>	2026-09-19 09:11:04 -05:00
DottaandPaperclip	43acbcc398	fix(runner): preserve sessions and complete question and approval continuations (#13655) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The native runner connects task state to provider sessions. > - Follow-up turns must retain provider memory and carry new user direction. > - Lost session IDs caused repeated context and extra input tokens. > - Native question answers and approval races could leave valid work blocked. > - This pull request repairs those paths and adds regression coverage. > - Agents can continue accepted work without repeating the conversation or losing the user's answer. ## Linked Issues or Issue Description Refs #13574. That merged PR shortened continuation prompts and moved question instructions into tool documentation. This change preserves sessions and fixes failures exposed by broader testing. Related runtime work: #13408 and #13410. **What happened?** Native follow-up turns could lose the provider session ID. Completion guidance could replace the original task with its latest comment. Claude native questions could remain pending after the user answered. Approval during a running tool call could suspend the run before the tool response arrived. Onboarding and chat handoff instructions also caused repeated planning or missing plan documents. **Expected behavior** Reuse a valid provider session. Send only new events when that session already has the history. Preserve the task requirements and apply later user direction. Store the question answer and deliver it to the waiting run. Finish governed tool responses before suspending. Execute the accepted plan without asking for the same approval again. **Steps to reproduce** Run the continuation, local-session-integrity, first-task, and agent-chat suites with native Codex and Claude. Include provider-question-bridge, accept-while-running, and plan-handoff. **Paperclip version or commit** This branch is based on master d54b75011. The active full catalog run tests 4e75881db. Later review fixes have separate regression coverage. **Deployment mode** Isolated local instances and Daytona sandboxes in the existing Runner full-stack E2E harness. ## What Changed - Retain provider session identity across turns and late usage snapshots. Send new continuation events on session reuse, with full context available for a fresh session. - Preserve task requirements and later direction in completion guidance. Return the current contract revision after a stale completion submission. - Bridge native Claude questions to saved Paperclip cards. Submit answers through the saved card and resume the same run. - Delay governed suspension until tool results settle. Add a deterministic test barrier for approval during an active run. - Clarify free-text question examples, explicit onboarding plans, and execution of accepted chat plans. - Fix continuation readiness, verified output evidence, and declared screenshot collection. - Qualify the legacy Claude test CLI at 2.1.277. The old 2.1.19 CLI did not discover mounted skills. Update the existing workflow pin and isolated launcher together. - Refresh the Daytona image lockfile integrity pin after reviewing master patch updates. - Carry continuation mode as runtime metadata instead of inferring it from user-visible text. Install the test Claude CLI without lifecycle scripts. ## Verification - Targeted paid verification: 20/20 cases passed across local-environment campaigns before the rebase. [Report](https://pages.paperclip.ing/runner-e2e-seven-fixes-35397904249/). - Harness checks: 379 unit tests passed; harness typecheck passed. - Latest-head PR checks: 55 passed, two intentionally skipped. Greptile is 5/5; the security scan passes. - Review regressions: 350 executor tests and 204 session/driver tests passed. A script-free Claude install was verified with the actual CLI. - Full catalog, including the explicit-only everyday suite: [run 35417932353](https://github.com/paperclipai/paperclip/actions/runs/35417932353). Completed: **164/205 passed; 41 failed**. [Full dashboard and failure investigation](https://pages.paperclip.ing/runner-e2e-full-catalog-35417932353/). Includes 204 case artifacts and one pre-case GitHub authorization timeout; missing evidence is not scored as a pass. The full run tested `4e75881db`; Final-head metadata/CLI smoke cases both passed. In the separate [six infrastructure retries](https://github.com/paperclipai/paperclip/actions/runs/35419769343), the GitHub timeout case passed and all five Docker preflight failures repeated. [Follow-up dashboard](https://pages.paperclip.ing/runner-e2e-full-catalog-35417932353/follow-up/). - Full local typecheck and build passed on the rebased branch. The full local unit run completed with 657 passing files, two test timeouts and one suite setup timeout. All three affected files passed when rerun in isolation (84 tests). The first full local run was not clean. - Focused regression coverage includes the live question bridge, same-run response delivery, UI routing, stale revisions, approval overlap, and session reuse. ## Full-catalog follow-ups - Test infrastructure: 14 Claude everyday cells probe an absent host CLI; six cells failed pre-task GitHub/Docker qualification (GitHub passes on retry; all five Docker cases repeat; the workflow preflight allowlist omits their case IDs); five ACPX Codex cells cannot create sandbox namespaces. - Runtime: four OpenCode completion-criteria mismatches masked by shutdown errors, one service-approval suspension failure; three Daytona recovery failures encounter existing skill files; one duplicate completion wake. - Confirmed test defects: question pagination and a noncanonical plan document key. - Product/behavior: mismatched visible/required question sets, an attachment instead of the requested task document, one lone-option onboarding question, early completion instead of review, and a Codex Mini completion-schema failure. - The report job itself fails on trusted master’s stale patch/lock configuration. The linked report is rebuilt with the shared renderer from original cell results and public fixture screenshots; it excludes private snapshots, logs and traces. These are investigated follow-ups, not silently regraded passes. First-task passed 51/52. The PR checks are green independently of the broader catalog’s behavioral/infrastructure failures. ## Risks - Session reuse depends on a valid provider identity and context coverage. Fresh-session fallback and reset tests cover this boundary. - Native question delivery spans saved interaction state and a live provider run. Tests cover duplicate events, closed runs, and same-run answers. - Provider behavior varies. The full paid catalog may expose failures beyond these targeted fixes; those results will be reported without relaxing valid approval or output checks. - The legacy Claude version update is limited to test infrastructure. No database migration is included. ## Model Used OpenAI Codex, GPT-6 family, with repository inspection, code execution, and browser/E2E tools. The exact runtime 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 checks and all three timeout-file reruns pass; full-run timeout caveat above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-19 07:42:57 -05:00
DottaandPaperclip	11921075a4	Add first-task onboarding skill and Runner E2E coverage (#13517) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The first task helps a new user define and approve useful work. > - That workflow needs reusable instructions and tests against the production experience. > - Native Codex and Claude must load the assigned skill, including after resume. > - Maintainers need recorded conversations and precise failed checks to judge regressions. > - This pull request adds the first-task skill and a suite in the shared Runner E2E harness. > - It keeps behavior results separate from informational quality scores and incomplete recordings. ## Linked Issues or Issue Description **What existing behavior does this improve?** The first onboarding task and the Runner E2E report used to review it. **Current behavior** Onboarding embeds its policy in a hidden brief. Native Codex drops the skill-instructions setting at the Rust boundary. The shared E2E harness has no onboarding suite or full conversation view. **Proposed behavior** Assign and invoke `/first-task` for the onboarding task. Send selected Codex skills as structured protocol inputs. Run twelve scenarios across legacy Codex, legacy Claude, native Codex, and native ACPX Claude. Include all 48 cells in full campaigns. Show recorded chat, question and approval cards, exact checks, instructions, and billing in the shared dashboard. **Reason and benefit** Measure the real onboarding experience before changing prompts. Distinguish infrastructure failures, behavior failures, and unexercised journey steps. **Breaking changes** No database migration or production API change. First-task instructions now live in an assigned skill. The user-edited persona is preserved; the skill includes the maintainer-approved proposal-mode mapping and saved-plan requirement. Related: #11043 is earlier onboarding work. #13422 already fixes native Claude model pinning, context delivery, and read permissions on master; this branch includes those fixes through its base. The new Claude recovery test supplements them. ## What Changed - Extract and assign the first-task skill while retaining the production greeting and opening question. - Carry the Codex skill-instructions flag through thread start and resume. Resolve explicit task skill references only against assigned skills and send native skill inputs. - Invoke an unambiguously selected assigned skill through Claude ACPX’s native slash-command parser on initial and resumed turns, retaining the entire task/wake envelope as its argument. Do not carry that invocation into ordinary tasks. - Restore the saved single-task proposal modes: confirmation card, or saved plan with revision-targeted checkbox approval. Explicit plan requests also require a saved plan. - Add first-response and complete-journey cases with fixed user facts, acceptance checkpoints, durable outcome checks, and accounting for child runs. - Fail the eval when choice questions have fewer than two real options. Recognize planning documents without treating them as completed work. - Add optional, bounded quality judging as explicit post-processing. - Render full conversations and static interaction cards in the shared report. Conversations start folded. Show original and regraded results and incomplete journeys distinctly. - Keep credential-persistence scanning outside the first-task behavioral suite; retain public evidence redaction. - Refresh generated capability references after the API-reference edits. - Correct shared native question guidance and tool schemas: choices need at least two meaningful options; open-ended questions use canonical text fields with the required compatibility payload. Verify both formats through real tool-authority persistence. - Disable announcements automatically for every isolated Runner E2E process and label the gallery environment/provider/target explicitly. - Remove CI races in the GitHub connection browser test and native session recovery test by waiting for the actual async work before asserting its results. ## Verification - `pnpm exec vitest run server/src/services/onboarding-first-task-assets.test.ts server/src/__tests__/issue-onboarding-first-task-routes.test.ts`: 19 passed. - `pnpm --dir packages/paperclip-runner exec vitest run src/drivers/acpx/runtime-host.test.ts src/drivers/acpx/native-skill-prompt.test.ts src/cli/acpx-runtime-sidecar.test.ts`: 70 passed. Native command forwarding and the 1 MiB input boundary both failed before their fixes and passed afterward. Coverage includes changed skills on reopen, approval context, and an ordinary subsequent task. - Runner E2E unit suite: 306 passed. Harness typecheck passed. The 64 first-task fixture and grader tests also pass. - Full repository typecheck and build passed locally. Server typecheck and Runner build passed again after the native-command change. - Full GitHub Actions CI passed on `23e56447b`: all server/workspace/browser shards, Runner verification, typecheck/release registry, build, canary, policy, and Docker checks. Greptile reviewed this exact head at 5/5 with no unresolved threads. The earlier broad local run had database startup/timing failures that passed isolated retries; the complete remote suite is green. - Merge verification against current master: 312 harness tests and 13 native recovery tests passed. Regenerated semantic contracts and fixture hashes pass their consistency check. Full local typecheck and build also passed on the stacked queue branch. After merging the latest master and preserving the GitHub setup timing regression in the split browser suite, both focused GitHub browser tests passed. Three CI timing/startup flakes passed local verification and one remote retry; all latest-head checks are green. - Real pinned Claude SDK and Claude ACP JSON-RPC probes against a local mock API confirmed that `/skill-name` expands the assigned skill body before the model request and retains the task arguments. A prose mention does not. The probes made no paid model calls. The ACP probe used the current first-task skill body and retained the wake arguments. - [Full 48-case campaign and report](https://pages.paperclip.ing/runner-e2e-first-task-35053063880/): 44 passed after three interrupted Codex cases completed in targeted reruns. Original results, regrades, and all 51 executions remain in the report provenance. - [Claude campaign after the shared-question fix](https://pages.paperclip.ing/runner-e2e-first-task-claude-35099525201/): 10/12 passed with zero single-option failures. All 12 recorded the current assigned skill and corrected guidance. The failures exposed skipped skill invocation and a missing saved plan. This PR adds native command invocation and explicit saved-plan instructions; the subsequent report below still shows behavior failures. - [Fresh 12-case Claude report](https://pages.paperclip.ing/runner-e2e-first-task-claude-35102737804/) at `78452129e`: 10/12 pass after correcting two false proposal-matcher failures. The recordings said “Here is the task I will create and run/complete” in approval cards; the old matcher missed that word order. Regression tests failed before the fix and pass after it. Original results and offline regrade provenance remain linked. No agent rerun was needed. Zero single-option-question failures; two behavior failures remain: direct work before acceptance on a plain first message, and an explicit plan request without a saved plan. Neither check was relaxed. The follow-up `82087ac7e` fixes command-prefix size accounting; `94aefb1f3` fixes only that proposal matcher. - Report browser checks confirm folded conversations, rendered cards, explicit Local/Daytona labels, and no page errors. The published-object audit scanned 1,306 text files across 2,154 objects with no credential-format findings or prohibited files. Image pixels and unknown token formats are outside that scan. ## Risks - Model behavior is nondeterministic. One campaign is evidence, not a guarantee. The two remaining Claude behavior failures are visible in the report and require further product work; this PR does not claim all onboarding scenarios pass. - The suite checks persisted Paperclip effects. It cannot prove the absence of arbitrary external effects. - Historical recordings can miss later journey steps. These remain incomplete, never passes. - Native profiles switch runtime after the production onboarding wizard because it does not yet expose a native option. - Quality scores are informational and cannot override behavioral failures. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository tools, and code execution. 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 - [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>	2026-09-16 14:24:32 -05:00
DottaandPaperclip	d49f168381	fix: publish sandbox files on legacy and native runners (#13493) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents must publish generated files so users can inspect their results after a sandbox stops. > - Legacy sandbox bridges blocked attachment listing and could not carry multipart binary uploads through the queue transport. > - The native runner has a separate verified file registration path that needs the same durable result. > - This pull request repairs legacy binary transport, makes native download receipts explicit, and reveals new outputs in the task Artifacts tab. > - Users can open generated files from either runner without a transport flag change. ## Linked Issues or Issue Description Refs #13355 for the existing native file publication path. Related filename fixes: #2615 and #4788. Related sandbox persistence work: #13376. This change repairs attachment delivery through the existing API; it does not add workspace persistence. **What happened?** The upload helper first lists task attachments to avoid duplicates. Both legacy bridge allowlists rejected that GET request with 403. A direct multipart upload also failed: the queue bridge accepted only JSON, excluded attachment uploads, and converted bytes to UTF-8 text. Enabling HTTP/2 alone did not fix the missing listing route. These failures occurred before attachment storage. **Expected behavior** Both runners can publish a workspace file, register its work product, bind it to a response, and return a working download. The file stays accessible after sandbox deletion. A new output opens the task Artifacts tab. The agent receives accurate errors and decides how to retry or report a failure. **Steps to reproduce** 1. Run a legacy agent in Daytona with the duplex bridge disabled. 2. Invoke the bundled upload helper with Bash on a PNG or PDF. 3. Repeat with the duplex bridge enabled. 4. Register the same file through the native runner with generic API tools disabled. 5. Retry registration, delete the sandbox, and compare the downloaded bytes with the original file. **Paperclip version or commit** The failing baseline was `f2c5e54dc`. This branch is rebased onto `6cfe4acff`. **Deployment mode** Source checkout with a local API and real isolated Daytona sandboxes. ## What Changed - Allow authenticated attachment listing, upload, and content download through both legacy bridge transports. - Add optional base64 body encoding to queue envelopes. Preserve the existing UTF-8 contract when the encoding field is absent. Decode binary bodies before forwarding them. - Preserve multipart headers. Bound raw bytes, encoded envelopes, and in-flight reservations. Retain timeout and uncertain-write behavior. - Preserve helper deduplication and return structured uncertain-write failures. Document explicit Bash invocation in live skills. - Add attachment IDs and content/download paths to native registration receipts. Reuse verified local and remote file reads, attachment storage, work-product registration, and response binding. - Preserve Unicode upload filenames and provide a valid Content-Disposition header. - Open the task Artifacts tab when new stored outputs arrive, including a closed desktop panel or mobile drawer. Deduplicate upload and registration events by object ID. Preserve manual selection on refetches, edits, and panel remounts. - Remove task artifact filters, the company Artifacts footer link, and the unassigned group heading and timestamp. ### Screenshot  This is the local display fixture. The image was generated separately and published through the attachment and work-product APIs. ## Verification - Post-rebase `pnpm -r typecheck` and `pnpm build` pass. - The post-rebase local `pnpm test:run` passed 12,369 tests before one existing conversation reset test timed out; all 33 tests in that suite pass when rerun with isolated test configuration. The aggregate command stopped before its remaining groups. GitHub runs the complete suite in separate shards. - All [GitHub verification checks](https://github.com/paperclipai/paperclip/actions/runs/35017893350) pass on `b66ac276dd3d5fc738a22ecea783400106a494d4`: 32 successful checks and two configured skips. The native-session recovery assertion initially raced its fire-and-forget Sentry report; all 13 tests pass locally, and the same-commit CI rerun passes all 170 suites (3,079 tests). - Live post-rebase Daytona: all three file-delivery tests pass. They cover the real Bash helper with the queue bridge, the helper with HTTP/2, and native `register_deliverable` with generic API tools disabled. - Daytona cases cover PNG/PDF bytes, spaced and Unicode names, duplicate registration, response binding, authorization controls, and byte-for-byte downloads after sandbox deletion. - Local focused coverage includes transfer bounds, malformed encoding, interrupted transfers, remote path containment, and native file verification. The attachment route suite passes all 32 tests, including an eight-case filename-header matrix for Unicode and special characters, inline and forced downloads, and full and partial responses. - Browser verification confirms image previews, persisted downloads, automatic Artifacts selection, and preserved manual selection after edits and reloads. Desktop/mobile component coverage passes. The latest UI cleanup passes its 10 affected tests and token gates. - Coverage limit: the Daytona tests call the real helper and native registration path directly. They do not replay a complete model-led image-generation task through the browser. Live command (requires a configured Daytona credential): ```sh PAPERCLIP_FILE_DELIVERY_DAYTONA=1 pnpm exec vitest run server/src/__tests__/file-delivery-bridges.test.ts ``` ## Risks - Binary queue bodies use more memory because base64 adds encoding overhead. Transfer and process limits must remain aligned. - An interrupted write can have an unknown result. The bridge reports this state and preserves stable retry identities. - New artifacts intentionally change the active task tab. Existing history and repeated updates must not take focus again. - Transport flag defaults, server authorization, frozen skill snapshots, and completion policies remain unchanged. No schema migration is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser testing. The runtime does not expose a more specific model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-09-15 15:46:57 -05:00
DottaandPaperclip	7e6d512597	fix(onboarding): make chief-of-staff hiring reliable (#13317) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The first agent helps the board define work and hire other agents. > - That agent can have the general role while its instructions require hiring skills. > - Missing skills and blocked schema discovery make valid requests fail. > - Repeated confirmation and invalid waiting guidance can turn these failures into extra runs. > - This PR supplies the required skills, opens read-only schema discovery, and corrects the guidance. > - The agent can complete an authorized hire while company approval and duplicate checks still apply. ## Linked Issues or Issue Description Refs #13068 — the first-task onboarding flow that this change repairs. Refs #12029 — related drift between the sandbox allowlist and bundled hiring guidance. This PR adds schema access; it does not replace the earlier hiring-route fix. **What happened?** A general-role onboarding chief received hiring instructions without the core hiring skills. Sandbox requests to the documented OpenAPI endpoint failed. The agent then guessed question and hire payloads. The persona required new confirmation after validation errors and described waiting states that agents cannot set. **Expected behavior** A direct request authorizes the requested hire. The chief asks only for material missing details, uses valid API payloads, and completes the task. Formal company approval gates still apply. A saved human-input card gives the task a valid waiting state. **Steps to reproduce** 1. Create an onboarding chief with role `general` through the board. 2. Ask it to hire a friendly robot with a supplied name and responsibilities. 3. Check its assigned skills, schema requests, question cards, hire requests, and final task state. **Paperclip version or commit** Reproduced on the first-task onboarding implementation after #13068. The live local verification used this branch at `112f44610`. **Deployment mode** The original failure used a hosted sandbox with legacy Codex ACP. Live verification used an isolated local instance and real `codex_local` execution. Queue and HTTP/2 transport access is covered by automated tests. ## What Changed - Give board-created onboarding chiefs the existing core skills regardless of role. Preserve explicit skill version pins, including aliases. Keep ordinary general-agent defaults and authorization checks. - Allow exactly `GET /api/openapi.json` through both sandbox bridge transports. - Publish validator-tested question, free-text, hire, and waiting examples. Regenerate the runner API reference and capability inventory. - Clarify direct authorization, material ambiguity, and correction of confirmed pre-creation validation failures. Preserve uncertain-outcome reconciliation, duplicate protection, and company approval gates. - Align disposition instructions with agent permissions and the saved human-input waiting path. ## Verification - After rebasing onto current `master`: 69 targeted server tests, 110 queue/HTTP2 bridge tests, and 4 capability inventory tests passed. These cover core skill defaults, version pins, actor restrictions, schema access, published examples, hire validation, idempotency, and approval gates. Waiting recovery tests and live question flows also passed before the rebase. - `pnpm -r typecheck` and `pnpm build` passed again after the rebase. Frozen dependency installation and both generated capability checks passed. - Ran the full `pnpm test:run` suite. The initial run had 14 failed server files due to local database resource limits, a missing built test fixture, and socket failures. All 14 files passed after fixture repair and isolated retries. UI, CLI, workspace packages, database tests, and all 145 serialized server files passed. - Real one-request hiring replay: one hire, one successful run, task done in 2m16s. No repeated approval or recovery escalation. - Real two-turn browser conversation: start with an unspecified hire, then supply a name and friendly robot responsibilities. One clarification card, one hire, two successful runs, task done in 3m27s of execution. No failed writes, confirmation cards, or recovery actions. - Assigned the hired robot a welcome-message task through the browser. It produced a warm message under 100 words and finished in one successful 66-second run, with no questions or recovery actions. - The two-turn flow still asked an optional preferences question and gave a technical final reply. These are remaining presentation limits. - Greptile: 5/5 on `b71f83ba2`, with zero unresolved review threads. Fixed its generator finding and passed 1,655 published-example/runtime API tests plus server typecheck. All latest-head CI checks are green (32 passed; 2 unrelated Storybook checks skipped). The signoff-policy browser test initially timed out while waiting for an approver run. Its shard passed on one rerun without code changes. [CI run](https://github.com/paperclipai/paperclip/actions/runs/34698211049). ## Risks - Onboarding chiefs receive more default skills. Ordinary general agents retain existing defaults, and explicit versions take precedence. - Prompt guidance can affect model behavior. The live replays are examples, not a guarantee that every model follows the guidance. - Retry guidance applies only when validation confirms that nothing was created. Uncertain outcomes still require checking existing agents. - No database migration or new public endpoint. Existing company boundaries, approval gates, and bounded recovery remain in force. ## Model Used OpenAI Codex, model `gpt-6-astra`, with reasoning, tool use, code editing, and live browser verification. The exact context-window size is 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>	2026-09-12 12:59:42 -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	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	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## 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>	2026-09-10 10:06:45 -05:00
Devin Foley	bc1a21564f	Remove the company brand color and per-company attachment limit (#12291) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company is the top-level container, and the company General page holds its settings > - Two of those settings did almost nothing: the brand color only tinted the generated company icon, and the attachment size limit sat under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that already bounded every upload > - A setting that changes one icon hue, and a setting that can only lower a limit the operator already set, are not worth the page space or the code that carries them > - This pull request deletes both settings from the UI, the validators, the API contract, the server, and the database > - With the deployment cap as the only limit left, the message a person sees when an upload is rejected has to name that limit in terms they can act on, so the raw byte count becomes a human-readable size > - The benefit is a shorter company General page for every deployment, one attachment limit instead of two, and less code between an upload and its ceiling ## Linked Issues or Issue Description No existing issue. The description below follows `.github/ISSUE_TEMPLATE/enhancement.yml`. **What existing behavior does this improve?** The company General page (`/company/settings`), the `PATCH /api/companies/{companyId}` and `PATCH /api/companies/{companyId}/branding` request contracts, and the attachment upload limit on task, case, and company-import uploads. **Subsystem affected** Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`. **Current behavior** The company General page shows an "Appearance" section with three controls: Logo, Brand color, and Attachment size limit. The brand color is a hex value that feeds one thing — the hue of the generated company pattern icon. Companies that never set one already get a hue derived from the company name. The attachment size limit is a per-company byte count stored on `companies.attachment_max_bytes`. Every upload path clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap, so the per-company value can only lower a limit the operator already chose. **Proposed behavior** The Appearance section keeps the Logo control only. The company pattern icon always derives its hue from the company name. Every attachment path reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES` is the single limit. An upload rejected by that limit says so in human units — "File is larger than the 10 MB limit" rather than a raw byte count. The `companies.brand_color` and `companies.attachment_max_bytes` columns are dropped, and both fields leave the company API contract. **Reason and benefit** Both settings ask an operator to make a decision that changes almost nothing. The brand color moves one icon hue on a page that also lets you upload a real logo, which overrides the icon entirely. The attachment limit reads as a real control but cannot raise anything, so it is a second place to look when an upload is rejected. Removing both shortens the page every deployment sees, removes a company-scoped read from the task attachment upload path, and leaves one attachment limit to reason about instead of two. **Breaking changes** The company API responses no longer include `brandColor` or `attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes `companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is strict, so a request that sends `brandColor` now returns 400; the non-strict `PATCH /api/companies/{companyId}` schema strips it. Company packages exported by older versions still import: the portability company manifest schema is non-strict, so the retired keys are stripped and ignored rather than rejected. Companies that stored a brand color lose it — their icon reverts to the name-derived hue that every company without a color already used. ## What Changed - Removed the "Brand color" and "Attachment size limit" fields from the company General page, along with their state, dirty checks, save payload, and Save-button gating. - Removed `brandColor` and `attachmentMaxBytes` from `createCompanySchema`, `updateCompanySchema`, and `updateCompanyBrandingSchema`, and deleted the now-orphaned `DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and `MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants. - Removed both fields from the `Company` type, the portability manifest type and schema, and the `companiesApi.update` payload allowlist. - Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the icon hue always comes from the company name. Deleted the now-unused `hexToHue` helper and the now-unused `pickTextColorForSolidBg` export. - Stopped emitting `brandColor` from the company service selection and from the invite-summary and invite-branding payloads in `server/src/routes/access.ts`. - Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap: task attachments, case attachments, and company import now use `MAX_ATTACHMENT_BYTES` directly. The helper is deleted. - Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and routed every over-limit message through it, so a rejected upload names the limit in human units instead of raw bytes: `Image exceeds 10485760 bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is unchanged — the same single cap, the same multer limits, the same status codes and response shapes. - Added migration `0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed both columns from the Drizzle `companies` schema. - Kept legacy imports working: the portability company manifest schema is non-strict, so older packages carrying the retired keys still import with the keys ignored. - Updated the skill API reference and the implementation spec, and pruned the token-extraction allowlist entries that the removed code made stale. ## Verification Commands run from the repository root: - `pnpm --filter @paperclipai/shared typecheck` — pass - `pnpm --filter @paperclipai/db typecheck` — pass (includes `check:migrations`, which validates the new migration number and journal entry) - `pnpm --filter @paperclipai/ui typecheck` — pass - server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` — pass. `pnpm --filter @paperclipai/server typecheck` could not run locally because it builds the Rust runner first and `cargo` is not installed on this machine; the TypeScript step it wraps is the command above. - `npx vitest run packages/shared/src/validators/company.test.ts` — 6 passed - `npx vitest run server/src/__tests__/company-portability.test.ts` — 90 passed - `npx vitest run server/src/__tests__/attachment-types.test.ts server/src/__tests__/assets.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/company-portability.test.ts server/src/__tests__/cases-routes.test.ts` — 165 passed (the human-readable limit messages) - `npx vitest run server/src/__tests__/company-branding-route.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/invite-summary-route.test.ts server/src/__tests__/openclaw-invite-prompt-route.test.ts server/src/__tests__/companies-route-cross-company-authz.test.ts` — all passed - `npx vitest run cli/src/__tests__/company.test.ts cli/src/__tests__/company-delete.test.ts` — 27 passed - `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure unrelated to this change (`OnboardingWizard.test.tsx` "renders instead of throwing when the browser denies storage access", which also fails on `master`) - `npx vitest run` in `server/` — see the note below - `node scripts/check-token-gates.mjs` — no new violations; the only reported violations are the pre-existing `PillGuy.tsx` ones present on `master` New tests added: - `packages/shared/src/validators/company.test.ts` — the create and update schemas strip the retired keys, the strict branding schema rejects `brandColor`, and the portability manifest schema accepts a legacy entry carrying both keys and drops them. - `server/src/__tests__/company-branding-route.test.ts` — `PATCH /api/companies/{companyId}/branding` returns 400 for `brandColor` and does not call the company service. - `server/src/__tests__/company-portability.test.ts` — a legacy package that declares `brandColor` and `attachmentMaxBytes` imports successfully, and neither key reaches `companies.create`. - `server/src/__tests__/issue-attachment-routes.test.ts` — the effective task attachment limit is the deployment cap, and the route no longer loads the company to size an upload. - `server/src/__tests__/attachment-types.test.ts` — `formatAttachmentSize()` renders the default cap as `10 MB`, keeps one decimal place for fractional sizes and drops a trailing `.0`, falls back to KB and bytes for small caps, steps up to GB, and never emits `NaN` for a degenerate input. - `server/src/__tests__/assets.test.ts` — the asset-image and company-logo routes both return the human-readable limit message on an over-cap upload. ## Merge with master `master` moved while this was open, and the merge needed two resolutions: - **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the user-facing copy from "company" to "organization", and that rewording landed inside the "Brand color" and "Attachment size limit" hints — the two fields this change deletes. Both fields are removed, so the conflicted block is dropped whole. The Logo field and every other copy change from #12243 are kept. - **Migration renumbered 0228 -> 0229.** #12307 landed `0228_nasty_grim_reaper`, so this migration is now `0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot is rebuilt from master's `0228_snapshot.json` with only the two `companies` columns removed, and `meta/_journal.json` is master's journal plus a single `idx: 229` entry. `pnpm --filter @paperclipai/db check:migrations` passes. The snapshot was rebuilt by hand rather than taken from `drizzle-kit generate`, because master's `0228_snapshot.json` has drifted from master's own schema: `issue_question_response_deliveries.error_count` is created by master's 0228 SQL but missing from its snapshot, and the snapshot still carries `decision_archive_notification_outbox.error_count`. Regenerating folds both into this migration, and the resulting `ADD COLUMN error_count` would fail on a fresh database where master's 0228 already created that column. Rebuilding from master's snapshot leaves that drift exactly where it is and keeps this migration to the two column drops. The drift is pre-existing on master and is not addressed here. ## Risks - **The migration is a destructive column drop.** `0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes `companies.brand_color` and `companies.attachment_max_bytes`. It is safe because both features are removed in the same change and nothing reads either column after it. The statements use `DROP COLUMN IF EXISTS`, matching the convention of the recent drop migrations in this repository. The drop is not reversible: a downgrade after this migration loses any stored values. - **Stored brand colors are lost.** A company that had set a color now renders the name-derived icon hue that every company without a color already used. No other surface changes, and an uploaded logo still overrides the icon. - **API response shape narrows.** `brandColor` and `attachmentMaxBytes` leave the company payloads, and `companyBrandColor` leaves the invite summary payload. A client reading those fields now sees `undefined`. The bundled UI and CLI are updated in this change. - **Legacy imports are covered.** Packages exported by older versions still carry both keys. The manifest schema is non-strict, so the keys are stripped rather than rejected, and a test locks that in. - **The over-limit message strings changed.** Anything matching on the old `... exceeds N bytes` text — a test, a script, or a client that string-matches `body.error` — needs updating. The status codes (422) and response shapes are unchanged, so structured clients are unaffected. - **Attachment limits can only widen.** A deployment that had lowered a company below the deployment cap now allows uploads up to the cap for that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller ceiling is needed. - **Storybook visual baselines shift** for the `CompanyPatternIcon` matrix story, because those fixtures had brand colors. That workflow runs only on a PR labeled `storybook-visual`, so it does not gate this PR; regenerate the baselines if the label is added. ## Model Used Claude (Anthropic), Claude Opus, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 12:11:05 -07:00
Devin Foley	633e102971	fix: verify issue-update writes instead of inferring success (#12051) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents report task state to the control plane with `PATCH /api/issues/{id}` at the end of each heartbeat > - On remote sandbox targets those writes cross a relay that can fail at the connection level > - An agent that pipes its status curl through `head` cannot see that failure; the write is lost but the run reports success > - The issue then stays `in_progress` with no disposition, and the missing-disposition recovery must repair it > - This pull request makes the issue-update helper verify every write, and it teaches the shared skill to require verified writes > - The benefit is that a lost status write becomes a visible, retried failure instead of a silent success ## Linked Issues or Issue Description No public issue exists for this defect. The description below follows the bug report template. **What happened?** A sandboxed heartbeat run answered its issue in a comment. It then sent `PATCH /api/issues/{id}` with `status: done` through `curl -sf ... | head -c 400`. The relay dropped the connection. The `-f` flag suppressed the error output, and the pipe replaced curl's exit code with the exit code of `head`. The agent saw empty output and exit 0. It reported the write as an "empty 2xx" success and exited. The issue stayed `in_progress`, and the successful-run recovery had to close it in a corrective run. **Expected behavior** A status write that does not reach the server must surface as a failure. The helper script must retry transient failures. It must exit non-zero when the write is unconfirmed. Skill guidance must forbid write patterns that hide failures. **Steps to reproduce** 1. Point `PAPERCLIP_API_URL` at an endpoint that drops connections intermittently. 2. Finalize an issue with `curl -sf -X PATCH "$PAPERCLIP_API_URL/api/issues/$ID" -d '{"status":"done"}' | head -c 400`. 3. Observe exit code 0 with empty output while the server never received the PATCH. ## What Changed - `scripts/paperclip-issue-update.sh` now captures `%{http_code}`, retries a retryable failure (connection-level, 429, 5xx) once — two attempts total, which matches the shared bounded-write-retry rule — rejects an empty 2xx body, and confirms the response echoes the requested status before it exits 0. - Failure output states plainly that the write was NOT saved, so the calling agent reports it accurately. - `skills/paperclip/SKILL.md` Step 8 adds a required "Verify writes — never infer them" rule: a successful PATCH always returns the updated issue JSON, disposition writes must never run through `head`/`tail` pipelines, and an unconfirmed write must be reported as FAILED. - `server/src/__tests__/paperclip-skill-utils.test.ts` pins the new skill rule; a new `paperclip-issue-update-helper.test.ts` exercises the helper's behavior end-to-end. ## Verification - `bash -n scripts/paperclip-issue-update.sh` - `server/src/__tests__/paperclip-issue-update-helper.test.ts` runs the helper end-to-end against a local HTTP server: confirmed-echo success (exit 0), empty 2xx (exit 1), wrong echoed status (exit 1), 422 reject (exit 1, exactly one request), 503 then success (two requests), connection refused (two attempts, then exit 1 with a "NOT saved" report). - `npx vitest run server/src/__tests__/paperclip-issue-update-helper.test.ts server/src/__tests__/paperclip-skill-utils.test.ts server/src/__tests__/cli-invocation-safety.test.ts` — 50 passed. ## Risks - Low risk. The success-path output is unchanged (the updated issue JSON). - The helper now exits non-zero on unconfirmed writes. Callers that previously missed silent failures now see explicit errors. That is the intended behavior change. - The single retry re-sends the PATCH after a retryable failure. If the first request committed and only its response was lost, an attached comment can post twice. The duplicate is visible and benign; the prior behavior lost the write silently. ## Model Used - Claude Fable 5 (Anthropic), model id `claude-fable-5`, extended thinking enabled, agentic tool use via Claude Code (CLI harness), 200k context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-23 16:56:51 -07:00
DottaandPaperclip	6b8e42168e	Add governed secret alias confirmation cards (#11486) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need scoped secret bindings to use external services safely. > - Agents could not request an existing secret under a new config name without an internal secret identifier. > - Existing binding proposals were only visible in Settings and did not create an issue-thread approval path. > - A confirmation card could record acceptance without proving that the binding was created. > - This pull request extends the existing secret proposal system with safe source references and governed issue-thread confirmation cards. > - The benefit is a one-click flow that creates the binding or shows a clear failure without exposing secret material. ## Linked Issues or Issue Description Related prerequisite: #11482. **Subsystem affected** Cross-cutting: server REST APIs, shared interaction contracts, database proposal schema, and issue-thread UI. **Problem or motivation** An agent can need an existing bound secret under a second config name. The agent cannot safely discover the internal secret identifier. The existing proposal is also easy for the operator to miss because it only appears in Settings. A generic confirmation can record acceptance without executing the binding. **Proposed solution** Let an agent create a binding proposal from one of its existing config paths. Mint a server-owned, human-only confirmation card on the checked-out issue. Recheck the operator's target-agent permission under the proposal row lock. Execute the existing proposal transaction after card acceptance. Store an `executed` or `failed` result on the card. Render the complete lifecycle in the issue thread and attention resolver. **Alternatives considered** A new alias subsystem would duplicate proposal quotas, expiry, authorization, and binding synchronization. A text-only issue comment would not provide a governed action or an execution result. An agent-supplied card payload would permit metadata smuggling. This change uses the existing proposal transaction and a server-owned payload instead. **Roadmap alignment** This change extends the completed "Secrets Manager with per-agent access" roadmap item. It preserves scoped bindings and audited resolution. The required GitHub search found no other open duplicate issue or pull request. ## What Changed - Added safe source-config-path binding proposals and preserved user-secret ownership checks. - Added a proposal-to-interaction link and an idempotent database migration. - Minted human-only `request_confirmation` cards with server-owned `secretProposal` metadata. - Rejected agent-supplied governed metadata and agent addressees. - Rechecked `agent_config:update` authority under the proposal lock before execution. - Recorded `executed` or `failed` results and posted a failure comment when no binding was created. - Settled failed accepted proposals atomically and mirrored rejection, withdrawal, and expiry in both directions. - Emitted `secret.binding.created` for new agent binding writes. - Added a dedicated issue-thread card for pending, executed, failed, rejected, withdrawn, and expired states. - Showed only the source label, target agent, config path, skeptical justification, expiry, and safe failure code. - Replaced resolved attention-query entries immediately with the stitched server result. - Added focused server, database, UI, and state-transition tests. - Added Storybook fixtures for every review state and documented the API and agent behavior. ## Verification - `pnpm exec vitest run ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/db check:migrations` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/secret-proposals-routes.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/agents-service-secret-bindings.test.ts` — 142 passed. - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/company-secret-proposals-migration.test.ts --silent` — 1 passed. - `pnpm -r typecheck` - `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI AWS-doctor case passes 8/8 with runtime-injected static AWS credential variables unset. - `pnpm build` - `git diff --check origin/master...HEAD` ## Risks - Migration `0221` adds one nullable foreign key and one index. It uses idempotent guards. - The accept route performs a governed write after it records card acceptance. A failed write is visible and settles the proposal as rejected. - Concurrent proposal and card resolution must use proposal-before-interaction lock order. A race test covers direct approval against card rejection. - The new audit event increases activity rows for newly added agent bindings. It does not include secret values or fingerprints. - The card includes only safe proposal metadata. It does not include secret value, fingerprint, version, or internal secret identifiers. - The UI uses the stitched resolution result. Focused tests cover immediate cache replacement and every terminal state. > This work extends an existing completed roadmap capability. The GitHub duplicate search returned no other open related work. ## Model Used - OpenAI Codex with model ID `gpt-5`. The runtime did not expose its context-window size. Reasoning, repository tools, code execution, database integration tests, UI rendering, and GitHub tools 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 (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>	2026-08-18 09:44:24 -05:00
DottaandPaperclip	10d0555189	fix(interactions): authorize resolvers consistently (#11376) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Issue interactions give agents and people a structured decision record. > - Resolver routes used different authorization rules. > - Some routes blocked valid agents, including task watchdogs with normal issue access. > - The API did not show who could resolve a pending interaction. > - This pull request gives every interaction kind one resolver policy evaluator. > - The benefit is a clear decision path with consistent governance and company isolation. ## Linked Issues or Issue Description Fixes: #8087 Refs: #7403 Related PR: #11082 proposes board-only confirmation rules. This change keeps human-only review as an explicit policy. **What happened?** Agents could create issue interactions. Some resolver routes still required board access. This left valid agent confirmations pending. Task watchdogs could see the same problem without board identity. **Expected behavior** Every interaction kind must use one resolver policy contract. The contract must support `anyone`, `not_creator`, and `human_only`. It must also apply all normal governance controls. **Steps to reproduce** 1. Create a `request_confirmation` interaction as an agent. 2. Resolve it with another authorized agent. 3. Observe the board-only denial. **Paperclip version or commit** The problem exists on `master` before this change. **Deployment mode** Local development with `pnpm dev`. ## What Changed - Add canonical policies for `anyone`, `not_creator`, and `human_only`. - Use one server evaluator for every interaction kind. - Apply named addressees, company limits, review rules, and task watchdog scope. - Charge cross-issue resolutions to the existing per-run action limit. - Return the effective resolver audience in attention and interaction data. - Show the audience, governance choices, and denial reasons in the board UI. - Add telemetry, API documents, product documents, and regression fixtures. - Add migration provenance for safe legacy behavior. - Make migration `0218` safe for complete replays and partial prior runs. ## Product Rules - An interaction records a response. It does not grant authority for the next action. - `anyone` lets any authorized issue participant respond. - `not_creator` requires a responder other than the interaction creator. - `human_only` requires an authorized person. - A named addressee, company policy, or governed action can narrow the audience. - These controls cannot widen the audience. - A task watchdog uses the same rules as an ordinary agent. - A task watchdog does not receive board authority. - An agent resolution on another issue uses the shared cross-issue action limit. - Legacy pending interactions keep their earlier restrictions. - The UI shows the effective audience and a permanent denial reason. ## Verification - `pnpm --filter @paperclipai/db check:migrations` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts` - The focused PostgreSQL test applies migration `0218` twice. - The test also completes a partial prior run and preserves existing provenance. - The latest GitHub head has 29 successful checks. - The opt-in Storybook visual check skipped as expected. - Greptile reports 5/5 with no open comments. ## Risks - New interaction writes use `anyone` by default. - Callers must select `not_creator` or `human_only` when they need stricter review. - Legacy pending interactions keep the old creator and human restrictions. - Migration `0218` fills only missing provenance fields during recovery. - Cross-issue resolutions can reach the existing action limit. - The shared evaluator affects every interaction kind. - Route, service, database, shared contract, and UI tests cover these rules. > This work matches the Agent Reviews and Approvals direction in `ROADMAP.md`. It does not duplicate a planned item. ## Model Used OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID or context window. The agent used reasoning, repository tools, shell commands, and 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 linked public issues or described the issue with the required labels - [x] I have not referenced internal Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented the risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open comments - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-16 13:46:50 -05:00
Nicky LeachandPaperclip	fdb9a4880d	fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip provides CLI commands and guidance for operators and agents > - The `pnpm paperclipai` script can pass argument values through a shell > - Shell re-parsing can execute command substitutions inside quoted values > - This pull request routes guidance through inert-argv `npx paperclipai` commands and adds regression coverage > - The benefit is safer operator guidance across documentation and runtime hints ## Linked Issues or Issue Description This pull request fixes a command-injection-class defect in Paperclip CLI guidance. **What happened?** The `pnpm paperclipai <sub> --flag "$VALUE"` form can re-parse argument values through a shell. A command substitution inside a quoted value can execute on the host. **Expected behavior** Paperclip guidance must pass CLI values as inert argument values. Host-derived values must not appear in copyable commands. **Steps to reproduce** 1. Run a Paperclip guidance command that uses the `pnpm paperclipai` script. 2. Provide a quoted value that contains a command substitution. 3. Observe that the shell can evaluate the substitution before the CLI starts. 4. Compare the result with the `npx paperclipai` form. **Paperclip version or commit** `5670984b75d109950c968542a0111ebb6967f4da` **Deployment mode** All deployment modes that show or use the affected CLI guidance. **Installation method** Built from source and installed CLI guidance. **Agent adapter(s) involved** Not adapter-specific (core bug). **Database mode** Not database-related. **Access context** Both. **Additional context** The earlier merged PR [#11343](https://github.com/paperclipai/paperclip/pull/11343) used the unsafe `pnpm exec paperclipai` form. This fresh PR replaces that guidance with the safe `npx paperclipai` form. ## What Changed - Standardize documentation and runtime hints on `npx paperclipai`. - Remove the broken `pnpm exec paperclipai` guidance. - Use a static `<host>` placeholder in private-hostname guidance. - Add regression tests for unsafe forms, continued lines, static hosts, and offline guidance. ## Verification - `git diff --check origin/master...origin/fix/paperclipai-cli-npx-safe-invocation` passes. - The branch adds `server/src/__tests__/cli-invocation-safety.test.ts` and updates private-hostname tests. - CI must run the new tests, typecheck, lint, and build checks. - Local Vitest execution was not available because this worktree has no installed Vitest binary. ## Risks - The change affects operator and agent documentation text. - The runtime hints now show `<host>` instead of a request-derived host value. - No database schema or migration changes exist. - CI will detect any missed unsafe invocation or type error. ## Model Used OpenAI GPT-5, exact model ID `gpt-5`, with tool use and code-review assistance. The model used repository inspection, Git operations, and PR preparation. ## 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] CI ran the test suites and they pass; local test execution was unavailable in this worktree - [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 addressed all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-14 22:11:16 -07:00
Nicky LeachandPaperclip	5ca7b4c1fe	fix(security): standardize paperclipai CLI guidance on safe npx path (#11343) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip provides CLI guidance to agents and operators through documentation and runtime messages. > - Content-bearing `pnpm paperclipai` examples send arguments through a shell. > - Shell evaluation can execute command substitutions in untrusted argument content. > - Runtime hostname guidance can also place request-derived content inside a shell command. > - This pull request uses `npx paperclipai` for content-bearing guidance and uses a static hostname placeholder. > - The benefit is safer copy-paste guidance for agents and operators. ## Linked Issues or Issue Description **Issue type** Incorrect information **Where is the issue?** CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`, documentation, and runtime-generated hints. **What's wrong?** Content-bearing `pnpm paperclipai` commands can pass argument text through `/bin/sh`. Shell command substitution in an argument can execute before the CLI receives the value. **Suggested fix** Use `npx paperclipai` for content-bearing commands. Use a static `<host>` placeholder when runtime guidance displays the allowed-hostname command. ## What Changed - Replace content-bearing `pnpm paperclipai` examples with `npx paperclipai` across the documentation and agent-facing guidance. - Update runtime-generated CLI hints to use a static `<host>` placeholder. - Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`. - Add scans and regression tests for unsafe invocation and hostile hostname headers. - Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build commands unchanged. ## Verification - Run `tsc --noEmit` for the changed server files. - Run `cli-invocation-safety.test.ts`. - Run `private-hostname-guard.test.ts`. - Confirm that hostile hostname headers do not enter shown shell commands. - Confirm that the three commits contain the required Paperclip co-author trailer. ## Risks - This change updates documentation and diagnostic text across many surfaces. - Fixed lifecycle and setup commands remain unchanged. - The tests fail if content-bearing `pnpm paperclipai` guidance returns. - The change does not alter the CLI argument parser. ## Model Used OpenAI Codex, GPT-5, tool use, code execution, and repository review assistance. ## 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>	2026-08-13 16:43:21 -07:00
DottaandPaperclip	3e1ea39ff3	fix(inbox): honor saved policy for explicit targets (#11221) ... <!-- 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 control plane people use to manage AI-agent companies and their work > - Each user can let agents tidy that user's Mine inbox > - The profile control saves either an open policy or an agent allowlist > - Explicit inbox archive requests checked only the separate `inbox:manage` grant > - This made the saved profile control ineffective for explicit user targets > - This pull request makes authorization honor the target user's saved policy > - The benefit is that the UI control and the API now enforce the same user choice ## Linked Issues or Issue Description **What happened?** An agent received `403 inbox_cross_user_grant_required` when it archived an issue with an explicit `userId`. The denial occurred even when that user had enabled inbox management for the agent in Profile Settings. The authorization service checked only `principal_permission_grants` for explicit targets and ignored the saved user inbox policy. **Expected behavior** An explicit target is allowed when the target user saved an `open` policy or an allowlist that contains the agent. An unsaved default-open policy must remain limited to the responsible-user path. A scoped `inbox:manage` grant must remain an administrative override. **Steps to reproduce** 1. Save an inbox-agent allowlist for a user. 2. Include the acting agent in that allowlist. 3. Call `POST /api/issues/{issueId}/inbox-archive` with that user's explicit `userId`. 4. Observe the incorrect `403 inbox_cross_user_grant_required` response on the previous implementation. **Paperclip version or commit** Reproduced on `7ea2068ef8`. **Deployment mode** Self-hosted server. **Installation method** Built from source with pnpm. **Agent adapter(s) involved** Not adapter-specific. This is a core authorization bug. **Database mode** External Postgres in production. The regression tests use embedded PostgreSQL. **Access context** Agent bearer authentication. Related foundations: #9658 and #9724. ## What Changed - Read the target user's saved inbox-agent policy before the explicit-target decision. - Allow saved `open` policies and matching allowlists for explicit targets. - Keep unsaved implicit-open policies responsible-user-only. - Keep scoped `inbox:manage` grants as administrative overrides. - Add service and route regressions for allow, deny, archive, unarchive, and audit metadata. - Update the implementation contract and agent-facing inbox API guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/inbox-archive-routes.test.ts` — 66 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check origin/master...HEAD` — passed. ## Risks - Low risk. The change is limited to explicit inbox targets with a saved policy. - A missing policy row still denies explicit cross-user access. - A non-matching allowlist and a disabled policy still deny access unless a scoped administrative grant applies. > 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 runtime did not expose the exact model build or context-window size. The agent used reasoning, repository tools, code execution, and focused 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) - [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>	2026-08-11 13:23:03 -04:00
DottaandPaperclip	3435920ae1	docs: minimize plan task graphs (#11057) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip skills guide agents through repeatable work. > - The plan-to-task skill guides agents when they create issue graphs from plans. > - The prior guidance could encourage an issue for every concrete deliverable. > - That guidance can create unnecessary subtasks for work that one owner can complete end to end. > - This pull request defines the boundaries that justify a separate task. > - It also adds a merge-back pass that removes task splits without a qualifying boundary. > - The benefit is a smaller issue graph with clear ownership, dependencies, and review gates. ## Linked Issues or Issue Description **Issue type** Unclear or confusing documentation. **Where is the issue?** `skills/paperclip-converting-plans-to-tasks/SKILL.md` **What's wrong?** The skill says that each concrete deliverable must become an issue. This can make agents split one end-to-end job into tasks for each step, file, component, or phase. The result is more coordination work without a real execution boundary. **Suggested fix** Tell agents to start with one end-to-end task. Permit separate tasks only for ownership, parallel work, dependencies, independent review or approval, or substantial follow-up work. Require a merge-back pass before agents create the issue graph. ## What Changed - Added a rule to use the fewest tasks that can complete and verify the work. - Defined the boundaries that qualify work for a separate issue. - Added a merge-back pass for proposed subtasks without a qualifying reason. - Updated dependency, parallel work, verification, and checklist guidance to enforce the smaller graph. ## Verification - Ran `pnpm exec vitest run packages/shared/src/frontmatter.test.ts`. - Result: 1 test file passed and 21 tests passed. - Ran `git diff --check public-gh/master...HEAD`. - Confirmed that the PR changes one skill file and has no lockfile, workflow, image, or migration changes. ## Risks - Low risk. This change updates skill guidance only. - Agents might combine work too aggressively. The qualifying boundaries preserve separate ownership, parallel execution, dependencies, review, approval, and substantial follow-up work. > 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 through Codex. The exact deployment ID and context window are not exposed. The agent used reasoning, repository tools, command execution, and GitHub tools. ## 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>	2026-08-07 15:00:41 -05:00
DottaandPaperclip	5da382fd59	feat(skills): require explicit merge modes (#10978) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description **What existing behavior does this improve?** This change improves agent skill synchronization and company package import. **Subsystem affected** This is a cross-cutting change across the shared contracts, server, CLI, and UI. **Current behavior** Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. **Proposed behavior** Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. **Reason and benefit** Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. **Breaking changes** Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > 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-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:42:08 -05:00
DottaandPaperclip	814cb33676	feat(server): allow agents to resolve review confirmations (#10939) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issue reviews use thread confirmations to record explicit verdicts > - The server allowed users to resolve review confirmations but rejected all agent actors > - This one-way rule prevented an eligible agent reviewer from completing a review > - The existing review policy already defines which actor can submit a verdict > - This pull request applies that policy to agent confirmation verdicts on writable issues > - The benefit is a consistent review gate for users and agents with preserved audit attribution ## Linked Issues or Issue Description - Builds on: #10931 (merged into master before this PR) - Refs #8617 ## What Changed - Allow eligible agents to accept or reject pending review confirmations on issues they can write. - Allow a creator agent to withdraw its own pending review confirmation when the review policy permits it. - Reuse the review verdict policy check for users and agents. - Require an explicit, same-run review-confirmation binding so unrelated board-only confirmations stay protected. - Preserve board-only tool action confirmations and existing user attribution. - Add route and service tests for agent accept, reject, withdrawal, human-only denial, and user attribution. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-execution-policy-routes.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts` (256 passed after rebasing onto master and the atomic binding fix) - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm -r typecheck` - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` - `pnpm build` ## Risks - The change expands who can resolve pending review confirmations. The existing issue write checks and review policy limit this access. - Tool action confirmations remain board-only. - The pull request depends on the review policy helper from #10931, which is now merged into master. > 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`. The roadmap marks Agent Reviews and Approvals as shipped. This pull request fixes a narrow server behavior gap in that shipped capability. ## Model Used - OpenAI Codex, model `gpt-5.6-sol`, with reasoning, tool use, and code execution. The runtime does not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 23:40:05 -05:00
3 people	e43f187cad	feat(secrets): add human-approved secret proposals (#9934) ... ## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Agents can encounter credentials during work. > - Directly creating live secrets or bindings would bypass human governance. > - Proposal records must remain inert and separate from live secret resolution until an authorized human approves them. > - Approval must reuse the existing secret-create and protected agent-config write paths. > - This pull request adds the propose, review, approve, and reject lifecycle. > - The benefit is that agents can safely hand credentials into Paperclip without exposing plaintext or gaining authority to activate them. ## Linked Issues or Issue Description Follow-on to #9921, which established run-bound agent secret access. **Problem / motivation:** Agents can receive credentials during work. There is no governed way for them to propose a credential or binding without exposing plaintext in work artifacts or immediately creating live access. **Proposed solution:** Store agent-authored proposals outside live secret tables. Encrypt each proposed value and register exact-value redaction when Paperclip receives it. Require an authorized human to approve or reject each proposal. Approval executes through the normal write paths as the human approver. Binding proposals can target only the proposer or its downward reporting chain under the restrictive V1 policy. **Alternatives considered:** We rejected live secrets with a `proposed` status. That design would put untrusted rows in resolver, list, and sync paths. It would also allow uniqueness squatting. We rejected direct agent binding writes because a binding is an agent-config write and must keep the existing human permission gate. **Roadmap alignment:** This change extends the run-bound agent secret-access foundation in #9921 with a governed proposal workflow. ## Security Verdict Q0 SecEng verdict: **PASS-with-required-changes**. The review accepted the separate proposal-table design and required the implementation to: - fail closed unless both encryption and exact-value run redaction registration succeed; - scrub ciphertext idempotently on reject, withdraw, and expiry, with audit-visible state; - treat agent justification as hostile input and foreground action, target, provenance, and approver permissions; - snapshot and re-check the target agent plus reports-to chain at approval to prevent org-chart laundering; - make cascade approval atomic and fail closed if either secret creation or binding authorization fails; - deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources consistently; and - execute approval through the normal human secret/config write paths, including protected-change gates. Those requirements are implemented and covered by focused service, route, and UI tests. Residual V1 risk remains the accepted 14-day encrypted retention window. Proposal-time redaction also cannot clean a value that leaked before the propose call. ## What Changed - Added `company_secret_proposals`, migration `0207`, shared proposal contracts, and a state-machine service for create, approve, reject, withdraw, cascade, expiry, and ciphertext scrubbing. - Added run-bound agent proposal routes and board review routes. The routes derive provenance from authentication and enforce source restrictions, company isolation, chain-of-command checks, approval-as-approver, wake-on-resolution, and dual audit trails. - Added durable per-run exact-value redaction registration so proposal values remain redacted on later read surfaces. - Added the Secrets **Proposals** tab and agent configuration **Proposed access** rows. The UI shows fingerprint and length only. It also frames agent justification as untrusted input, runs permission preflight, supports approve and reject actions, and confirms cascades. - Updated OpenAPI, agent skill guidance, API reference documentation, and focused server and UI regression coverage. - Rebased the branch onto current `master` and renumbered the proposal migration after `0206`. ## QA Acceptance Results Q5 QA verdict: **PASS — 9/9 acceptance criteria met**, with one Minor non-blocking follow-up. - **AC1:** proposed values never echo, never appear in live lists/resolvers, and expose only fingerprint + length to board reviewers. - **AC2:** restrictive `self_and_reports` matrix passes: self/downward allowed; upward/lateral denied. - **AC3:** secret approval uses the normal create path, honors rename overrides, records proposer/approver provenance, and scrubs ciphertext. - **AC4:** approved bindings materialize and resolve through the target agent's runtime list/fetch routes. - **AC5:** pending-secret bindings require cascade; cascade succeeds atomically and permission failures leave nothing applied. - **AC6:** reject, withdraw, dependent rejection, and expiry paths scrub ciphertext and preserve reasons/audit state. - **AC7:** token/source and approver denial matrix passes through live checks plus focused route tests. - **AC8:** proposal lifecycle events and reused `secret.created`/config-write events form the required dual audit trail; origin-issue notification and wake are queued. - **AC9:** both review surfaces render and execute correctly; UI approval materializes the binding. QA also confirmed zero plaintext occurrences for all exercised proposal values in server logs. The single finding is that the company-level `bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the restrictive `self_and_reports` policy. The matrix is correct and the follow-up is tracked separately, so QA classified it as non-blocking. ## Verification - Focused server proposal and redaction suite: 83 tests pass. - Focused proposal review UI suite: 54 tests pass. - Embedded-Postgres migration reapply test: 1 test passes with the documented 30-second timeout. - `pnpm --filter @paperclipai/db typecheck` passes, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes with all gates clean. - Q5 exercised the complete propose, review, approve, bind, and runtime-resolve flow over real HTTP, JWT, and database paths. It verified 9/9 acceptance criteria. ## Risks - Proposal ciphertext is retained encrypted for up to 14 days while pending. Terminal-state and expiry scrub paths reduce but do not remove server-compromise risk during that window. - The V1 target policy is restrictive but not yet company-configurable. A separate follow-up owns that change. - A new migration can require another renumber if another migration lands before maintainers merge this pull request. > 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. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent. The exact runtime model ID and context-window size are not exposed. The agent used reasoning, repository editing, terminal execution, Paperclip API, and GitHub CLI capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its commit trailers. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-05 21:49:40 -05:00
3 people	ded813ad6f	feat(interactions): add governed agent addressees (#10252) ... ## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-04 12:51:06 -05:00
3 people	9c1f8e7887	feat(decisions): add first-class propose mode (#10010) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**, **Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool access)**, and **Activity History** by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - **Migration:** Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - **Authorization:** Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - **Concurrency:** Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - **UI:** Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > 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 CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:17:02 -07:00
DottaandPaperclip	627728bdde	feat: add authoritative issue PATCH receipts (#10478) ... <!-- 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. > - Agents update tasks through the issue API. > - The update response did not state which values changed. > - Blocker updates also did not echo the scalar blocker IDs. > - Agents therefore used an extra GET request to confirm a successful write. > - This pull request adds an authoritative change receipt and an optional small response. > - The benefit is fewer API calls with a clear and compatible write contract. ## Linked Issues or Issue Description No public GitHub issue exists for this change. ### Subsystem affected Cross-cutting: `server/`, `packages/shared`, and the UI issue cache. ### Problem or motivation A successful issue PATCH returned the updated issue, but it did not identify the effective changes. Blocker writes returned relation summaries without the scalar IDs. Agents could not distinguish a confirmed clear operation from missing data. The response must confirm committed field and blocker changes while existing UI clients continue to receive the full issue by default. ### Proposed solution Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo. Support `Prefer: return=minimal`. Keep the full response as the default. ### Alternatives considered Make the small response the default for agent tokens. This would create different response contracts by actor type, so this pull request does not use that design. ### Roadmap alignment This is a focused control-plane reliability improvement. It does not duplicate an open roadmap milestone. ## What Changed - Compute committed issue row and relation changes in the issue service. - Omit no-op fields and truncate changed long text values to 200 characters. - Echo blocker ID arrays for blocker set and clear requests. - Add the opt-in `Prefer: return=minimal` response and `Preference-Applied` header. - Keep receipt metadata out of React Query issue caches. - Add route and embedded Postgres tests for the new contract. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "returns authoritative update receipts for row fields and blocker relations"` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `git diff --check` ## Risks - Low compatibility risk. The default response only adds receipt fields. - Minimal mode is opt-in. Existing clients do not receive a smaller body. - The receipt excludes `updatedAt` because the response already returns it as the freshness anchor. - Prose API and agent workflow guidance will follow after the server contract is available. > 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 deployment ID, context window size, and reasoning mode are not exposed to the agent. The agent used repository tools, code execution, and 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) - [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>	2026-07-31 18:52:59 -07:00
DottaandPaperclip	1cd09ed555	perf(heartbeat): reuse task sessions for issue-scoped timer wakes and bound control-plane write retries (#10350) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents make progress in heartbeats: the server wakes an agent session, it does a slice of work on an issue, records a disposition, and exits > - Benchmarking identical coding tasks run as Paperclip-orchestrated agent pairs vs invoking the same agent harness directly measured a 1.8–2.2× wall-clock slowdown for the Paperclip pairs, dominated by per-heartbeat orchestration overhead rather than model time > - Two contributors stood out: (1) since PF-4 (#4838) every `heartbeat_timer` wake starts a brand-new task session, so continuation work on a specific issue repays the full session-start and re-orientation cost on every heartbeat; (2) in degraded environments agents burn many tool calls retrying the same failing control-plane write before giving up > - This pull request reuses the task session for issue-scoped timer wakes (keeping the PF-4 fresh-session rule only for unscoped exploratory wakes, which were the original context-bloat case) and adds a bounded-retry rule to the wake prompt and core skill: after 2 consecutive failures of the same control-plane write, stop retrying it for the rest of the heartbeat and rely on the adapter/runtime status channel > - The benefit is materially less wall-clock and token overhead per heartbeat while preserving the context-bloat protection PF-4 was added for ## Linked Issues or Issue Description Refs #4838 (merged PF-4 change whose reset rule this refines), Refs #5287, Refs #1907 (related timer-heartbeat session work). No public GitHub issue exists for the slowdown itself; bug-report fields: - **What happened:** Agent pairs orchestrated through Paperclip heartbeats complete identical task sets 1.8–2.2× slower (wall-clock) than the same harness invoked directly. Profiling attributed the gap to per-heartbeat orchestration overhead: every timer wake discards the task session (full session start + re-orientation), and in degraded environments agents repeatedly retry the same failing control-plane write. - **Expected behavior:** Heartbeat orchestration should add minimal wall-clock overhead on top of the underlying harness; issue-scoped continuation work should not pay a fresh-session tax each interval. - **Steps to reproduce:** Run a fixed benchmark task set once through Paperclip issue heartbeats and once via direct harness invocation with the same model/config; compare wall-clock totals. - **Version/commit:** master @ 3d23c3b2c3, self-hosted deployment. ## What Changed - `server/src/services/heartbeat.ts`: `shouldResetTaskSessionForWake` now resets only for `heartbeat_timer` wakes with no derivable task key (unscoped exploratory wakes). Issue-scoped timer wakes reuse the issue's task session. `describeSessionResetReason` updated to stay in exact agreement. - `server/src/__tests__/heartbeat-timer-wake-session-reset-pf4.test.ts`: new cases for scoped vs unscoped timer wakes, plus the scoped case added to the reset/reason agreement invariant. - `packages/adapter-utils/src/server-utils.ts`: wake prompt template and execution contract gain a bounded-retry rule — after 2 consecutive failures of the same control-plane write, stop retrying it for the rest of the heartbeat, continue useful work, report the failure in the final response, and use the adapter/runtime status channel as the sanctioned fallback. - `packages/adapter-utils/src/server-utils.test.ts`: asserts the new prompt lines are present in both the template and the rendered wake prompt. - `skills/paperclip/SKILL.md`: documents the same bounded write-retry rule in the core Paperclip skill. ## Verification - `node_modules/.bin/vitest run packages/adapter-utils/src/server-utils.test.ts` — 1 file, 83 tests passed - `cd server && node_modules/.bin/vitest run src/__tests__/heartbeat-timer-wake-session-reset-pf4.test.ts` — 1 file, 14 tests passed - Both run on this branch rebased onto current master (3d23c3b2c3) ## Risks - Behavioral shift: issue-scoped timer wakes now reuse sessions, so a long-lived issue session can grow across heartbeats. Mitigated by keeping the PF-4 reset for unscoped wakes (the originally observed bloat case) and by existing session compaction. - Prompt/skill text changes alter agent guidance; the new rule is scoped narrowly to repeated failures of the same control-plane write. - No migrations, no API or schema changes, no dependency changes. ## Model Used - Claude (Anthropic) — `claude-fable-5` (Fable 5), extended reasoning with tool use, driven via Claude Code / Claude Agent SDK. ## 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>	2026-07-27 22:01:29 -05:00
DottaandPaperclip	71a6535792	docs(execution-semantics): define routable blocking and watchdog restoration (#10094) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Execution semantics define when work may stop, how child work reports upward, and how watchdog recovery proves liveness was restored. > - The existing docs did not require a routable waiting path before entering `blocked`, leaving permission-denial and review workflows vulnerable to dead ends. > - Child-to-parent reporting and low-trust review delegation also needed explicit channels and ownership boundaries. > - Watchdog recovery needed bounded restoration verification rather than treating a recovery write as proof of restored progress. > - The security-sensitive defaults were reviewed and approved before publication. > - This pull request documents those contracts and synchronizes the bundled Paperclip skills that operationalize them. > - The benefit is clearer stop conditions, safer reporting defaults, and bounded watchdog recovery without sacrificing liveness. ## Linked Issues or Issue Description - No public GitHub issue exists for this execution-semantics documentation phase, so the problem and solution are described here in full. - Problem: `blocked` could be entered without a routable owner/action path, review findings could be reported on the wrong issue or treated as blockers, and watchdog recovery lacked bounded verification of restored liveness. ## What Changed - Require a routable waiting path for `blocked` and clarify that permission denial alone is not a blocker. - Define canonical child-to-parent completion/report channels, review-delegation ownership, and the sanctioned courier pattern. - Specify atomic watchdog recovery batches, fingerprint validation, bounded restoration attempts, and human escalation. - Document the low-trust preset default for report comments and align both bundled Paperclip skills. ## Scope and Sequencing - This is the contract-first P1 documentation PR. Runtime enforcement is intentionally excluded and follows in the separately owned implementation phases; these docs define the acceptance contract those phases must satisfy. - The five-file patch is approved and frozen for this PR, so review findings about absent runtime support are tracked as implementation-phase requirements rather than edits to this docs-only change. ## Verification - `git diff --check origin/master...HEAD` - Confirmed the PR diff is exactly 5 approved docs/skill files with 91 insertions and 1 deletion. - Confirmed the patch preserves the approved execution-semantics contract after replay on latest `origin/master`. ## Risks - Low implementation risk: documentation and skill guidance only; no runtime code, schema, migration, dependency, lockfile, or workflow changes. - Semantic risk is limited to readers or agents applying the clarified contracts; the security-sensitive R1a default was approved before publication. > 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 (exact underlying model ID and context-window size are not exposed by this runtime), with reasoning, terminal tool use, Git/GitHub operations, 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 private URLs or internal issue identifiers - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run the applicable docs-only checks locally and they pass - [x] Tests are not applicable because this is a docs/skill-guidance-only change - [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>	2026-07-27 19:10:28 -05:00
DottaandPaperclip	f6ab82d490	feat(interactions): add interaction withdrawal and terminal-issue expiry (#10251) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents and boards coordinate through issue-thread interactions (request_confirmation, ask_user_questions, suggest_tasks, …) that wait as `pending` cards until someone resolves them > - Two lifecycle gaps existed: an interaction's creator could not take back a card it no longer stands behind, and interactions left `pending` on issues that reached a terminal status lingered forever as live-looking approval requests > - Stale pending cards mislead humans (they look actionable), distort attention/liveness signals, and in the worst case invite acting on a proposal whose issue is already closed or cancelled > - This pull request adds an explicit withdraw route for pending interactions and automatically expires pending interactions when their issue reaches a terminal status (including a catch-up sweep for issues closed before this change) > - The benefit is that interaction cards now faithfully reflect reality: only genuinely actionable requests stay pending, and creators can retract requests that events have overtaken ## Linked Issues or Issue Description Fixes #5787 Refs #7403 Related prior PRs found while searching for duplicates (all overlap partially; none combine both lifecycle paths or the route-level authorization used here): #6709 and #7312 (creator-withdraw attempts), #8169 (terminal expiry), #8081 and #5137 (generalized cancel/expire endpoints), #6094 (stale confirmation auto-resolve). Related merged context: #9568 (agent cancel for ask_user_questions), #10119 (tolerating legacy `withdrawn_by_creator` result outcomes — the reader side of the outcome this PR writes). ## What Changed - New route `POST /issues/:id/interactions/:interactionId/withdraw` that resolves a `pending` interaction to status `withdrawn` with a structured result (`outcome: "withdrawn"`, optional trimmed `reason`), stamps `resolvedBy*`/`resolvedAt`, touches the issue, logs activity, and emits resolved-interaction telemetry - Withdrawal authorization: board users, the interaction's creator agent, or the issue's current assignee agent (assignees additionally pass the standard issue-mutation gate); task-watchdog runs are explicitly rejected, and authorization-boundary plus low-trust control-plane checks apply - Withdrawing an already-resolved interaction returns `409`; unknown/cross-issue/cross-company interaction ids return `404` - New service method `expirePendingInteractionsForTerminalIssue`: when an issue transitions to a terminal status, all of its `pending` interactions are resolved to `expired` with `outcome: "issue_closed"`, guarded by a `status = 'pending'` predicate so concurrent resolutions are not overwritten - The same expiry runs as a catch-up when interactions are listed on an already-terminal issue, so cards stranded by issues closed before this change also get cleaned up; expired request_confirmations are logged with a distinguishing source - Shared package: new `withdrawIssueThreadInteractionSchema` validator, `WithdrawIssueThreadInteraction` type, and `withdrawn` / `issue_closed` result-outcome support for all interaction kinds (kind-aware result shapes for `ask_user_questions` and `request_item_verdicts`) - UI helper `ui/src/lib/issue-thread-interactions.ts` recognizes the new outcomes for card rendering - Docs: bundled skill API reference updated with the withdraw endpoint - Review follow-up: terminal expiry moved from the HTTP route hooks into `issueService.update`'s status-transition block, so direct service callers (tree control, recovery, pipelines, status cards) expire pending cards too; the list-endpoint catch-up remains for issues closed before this change - Review follow-up: withdrawing or issue-close-expiring a `request_confirmation` also settles its linked `tool_action_requests` row (withdraw -> `cancelled`, issue closed -> `expired`), so a parked tool call cannot stay approvable after its card is gone - Review follow-up: interaction cards render dedicated copy for the new outcomes ("Withdrawn" with the reason, "Expired when issue closed") instead of falling through to superseded-by-comment / stale-target variants; withdrawn plan reviews badge as "Withdrawn" rather than "Changes requested" ## Screenshots Card states rendered from a local ux-lab harness with mocked data ([full gallery](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/)): | Light | Dark | | --- | --- | |  |  | ## Verification - `pnpm --filter @paperclipai/shared build` — clean tsc - `cd server && npx vitest run src/__tests__/issue-thread-interaction-routes.test.ts` — 22 tests pass, including new coverage for: creator-agent withdraw success, non-creator/non-assignee agent 403, watchdog-run 403, double-withdraw 409, and board-user withdraw - `cd server && npx vitest run src/services/issue-thread-interactions.test.ts` — 4 tests pass, including terminal-issue expiry writing `issue_closed` results and leaving already-resolved interactions untouched - `cd ui && pnpm typecheck` — clean - `cd server && npx vitest run src/__tests__/issues-service.test.ts` — includes a new embedded-Postgres test proving a direct `issueService.update` terminal transition expires pending interactions and writes the activity-log entry - `cd ui && npx vitest run src/components/IssueThreadInteractionCard.test.tsx` — 32 tests, including new coverage for withdrawn / issue-closed confirmation and question cards - `cd server && npx tsc --noEmit` — matches the pre-existing repo error baseline exactly (no new errors) - Manual: `POST /issues/:id/interactions/:interactionId/withdraw` with `{"reason":"superseded"}` as the creator agent resolves the card to `withdrawn`; closing an issue with a pending confirmation flips it to `expired` with `outcome: "issue_closed"` ## Risks - Interactions on terminal issues now auto-expire (including retroactively via the list-time catch-up), so consumers that expected to resolve a pending interaction on a closed issue will get `409`; this is the intended semantics and matches how the attention feed already wants to treat dead cards - New result outcomes (`withdrawn`, `issue_closed`) are written to stored results; readers were already made tolerant of these outcome strings in #10119, so mixed-version reads are safe - No schema/migration changes; per-row conditional updates (`status = 'pending'`) avoid clobbering concurrent resolutions - Withdrawal is a new mutation surface, but it is strictly narrower than existing resolve paths (board, creator, or assignee only; watchdog runs blocked) ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic Mythos-class tier) with extended thinking and agentic tool use (Claude Code harness); commit authored in a Paperclip-managed engineering 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>	2026-07-27 19:04:46 -05:00
DottaandPaperclip	30ff3d7c58	feat(routines): expose activity gate API (#9438) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Scheduled routines provide recurring control-plane work without manual intervention > - The new activity gate can suppress scheduled runs when no external work occurred > - The core scheduler and database support landed without a public create/update contract > - Agents, operators, and managed plugins need validated fields plus discoverable semantics to opt in safely > - This pull request exposes the activity gate through routine APIs, revisions, plugin contracts, tests, and skill documentation > - The benefit is backward-compatible control over idle scheduled work without losing activity-triggered follow-up ## Linked Issues or Issue Description - Refs #8534 ## What Changed - Added shared activity-gate policy and scope enums with create/PATCH validation. - Persisted activity-gate fields through routine creation, updates, revision snapshots, pipeline snapshots, and revision restores. - Defaulted legacy revision snapshots during restore and added regression coverage for pre-field snapshots. - Extended managed-plugin routine declarations, production reconciliation, and the SDK test harness to preserve non-default gate settings. - Added end-to-end API coverage for create/PATCH/list/detail round-trips, defaults, and invalid enum rejection. - Documented schedule-only semantics, activity windows, own-run/read-action exclusions, scopes, and an hourly quiet-night watcher example. ## Verification - `pnpm exec vitest run packages/shared/src/validators/routine.test.ts server/src/__tests__/routines-service.test.ts server/src/__tests__/routines-e2e.test.ts` - `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts packages/plugins/sdk/tests/testing-actions.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/routines-service.test.ts -t 'activity gate|preserves declared activity gate settings|resolves routine agent and project refs'` - `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/plugin-sdk typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - GitHub CI: all final-head checks green; Storybook visual regression skipped by path rules. - Greptile: 5/5 with no unresolved review threads. ## Risks - Low risk: defaults remain `always` and `company`, preserving existing routine behavior and old revision snapshots. - Managed plugin manifests can now declare the same validated gate settings as the public routine API; omitted values retain core defaults. - Revision snapshots now include the new fields so policy changes are not lost or treated as no-ops during restore. > For core feature work, checked `ROADMAP.md`: this extends the existing Scheduled Routines roadmap item and does not duplicate a separate planned capability. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with repository tool use and code execution; context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [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>	2026-07-24 16:47:24 -05:00
Devin Foley	04e070bf45	docs(skill): require agents to claim only monitors they actually scheduled (#10064) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work, and the shared `skills/paperclip/SKILL.md` is the behavioral contract every managed agent follows each heartbeat. > - Issue continuation between heartbeats depends on real, persisted state: an issue only auto-resumes when it has a scheduled **issue monitor** (`monitorNextCheckAt` + an execution-policy `monitor` block) that the server's `tickDueIssueMonitors` scheduler polls and re-wakes via `issue_monitor_due`. > - A run/heartbeat is an ephemeral execution window — nothing keeps "watching" after it exits — but the skill never said this, so agents narrated a "watcher in this run" as if a live subscription existed. > - That gap produced a concrete user-facing failure: an agent claimed "a watcher in this run wakes me when CI + Greptile complete," then the run ended with no monitor scheduled and nothing ever resumed, leaving the user unsure whether a watcher existed at all. > - This PR closes the gap by documenting what a monitor actually is and adding hard rules so agents only claim a watcher they have actually scheduled, describe it in checkable terms, and never imply a live watcher on a task they mark `done`. > - The benefit is that agent narration stays consistent with the disposition guard and recovery classifier that already enforce these paths in state, so users get accurate expectations about whether and when a task will resume. ## Linked Issues or Issue Description This is a documentation-only change to a shared agent skill, so no code issue is required. The underlying problem it addresses: **Problem or motivation** — Agents were telling users that a "watcher in this run" would wake them when external checks (CI, Greptile) finished, when no persisted issue monitor had been scheduled. Because a heartbeat is ephemeral, no such watcher exists after the run exits, so the task silently never resumed and the user was left confused about what would happen next. **Proposed solution** — Document, in the shared skill, exactly what an issue monitor is (durable `monitorNextCheckAt` + execution-policy `monitor` block, polled by `tickDueIssueMonitors`, re-woken via `issue_monitor_due`) and add rules that agents may only claim a watcher/monitor after actually scheduling one, must describe it in checkable terms (kind / next check / timeout / attempts), and must never imply a live watcher on a task being marked `done`. **Alternatives considered** — Enforcing purely in server state (the disposition guard and recovery classifier already reject `in_review`/parked issues without a real wake path). That enforcement exists but does not stop an agent from *narrating* a non-existent watcher in a comment; aligning the skill guidance with the existing state enforcement is the missing piece. ## What Changed - Added a **"Monitors and Watchers (say only what you actually scheduled)"** subsection to `skills/paperclip/SKILL.md` explaining that a watcher does not live inside a run, and that only a persisted issue monitor can auto-resume an issue (with the concrete fields and the `tickDueIssueMonitors` / `issue_monitor_due` polling path). - Added three behavioral rules: only claim a monitor after scheduling one (and how to schedule/confirm it via `PATCH /api/issues/{id}` and `monitor/check-now`); describe monitors in checkable terms; never imply a live watcher on a task marked `done`. - Cross-referenced the rule from the **Critical Rules** list. - Tightened the final-disposition checklist so `in_review` / `in_progress` continuation requires a real, non-null `monitorNextCheckAt` rather than a merely described one. ## Verification - Docs-only change to `skills/paperclip/SKILL.md`; no code paths are affected. - Confirmed every identifier referenced in the new text is real in the codebase: `monitorNextCheckAt`, `monitorScheduledBy`, `executionPolicy.monitor`, `tickDueIssueMonitors`, and the `issue_monitor_due` wake reason. - Rendered the Markdown to confirm the new subsection and the Critical Rules bullet display correctly and links resolve within the document. - `git diff` confirms the change is limited to the single skill file (14 insertions, 2 deletions). ## Risks Low risk. This is guidance text in a shared agent skill with no runtime or schema impact. Worst case is stylistic wording that can be refined in a follow-up; it cannot break builds, migrations, or behavior. It strengthens (never loosens) the existing disposition guarantees. ## Model Used Claude Opus 4.8 (model id `claude-opus-4-8`, 1M-context variant) running in an agent harness with extended thinking and tool use (file edit, shell, git, GitHub CLI). ## 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 - [ ] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-07-22 20:47:52 -07:00
3 people	0b496c9c03	feat(secrets): add run-bound agent secret access (#9921) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Agents already receive selected company secrets through `env.*` bindings at run launch, but environment injection is ambient, long-lived, and not suitable for every secret consumer. > - The existing binding and secret-access-event models already provide company-scoped authorization and per-resolution audit seams. > - Agents need an explicit way to discover only the secrets granted to them and fetch a value on demand without exposing the wider company catalog. > - That capability must remain run-bound, preserve low-trust token carve-outs, and make every value read visible in both security and operator audit trails. > - This pull request adds an `access.*` delivery namespace, two run-bound agent routes, dual audit logging, documentation, and an operator grants editor. > - The benefit is least-privilege, revocable, auditable secret access while preserving existing env injection behavior. ## Linked Issues or Issue Description No pre-existing public issue. Related work: - Refs #9797 — existing in-sheet agent access UI that this PR extends to distinguish env and API delivery. - Refs #9918 — complementary searchable-agent picker improvement for the same secrets sheet. - Refs #9530 — related company-wide metadata catalog proposal; this PR intentionally exposes only the authenticated run's granted aliases and values. **Problem / motivation:** Agents can currently consume secrets only through process environment injection. This keeps values resident for the run, does not support on-demand consumers, and cannot provide a discrete operator-visible activity event for each agent-initiated read. **Proposed solution:** Treat `company_secret_bindings` as the source of truth for agent secret grants. Keep `env.KEY` as env delivery and add `access.ALIAS` for API-only delivery; an env binding also implies read access because the value is already present in the agent process. Add run-bound list/fetch endpoints that derive scope from the authenticated heartbeat run and never accept caller-selected overlays. **Alternatives considered:** A company-wide agent-readable catalog was rejected for this value path because it increases reconnaissance and does not prove a per-secret grant. Reusing the ephemeral environment-probe resolver was rejected because it lacks binding enforcement. Approval-gated reads and user-scoped secrets remain deferred beyond v1. **Roadmap alignment:** This extends the completed **Secrets Manager with per-agent access** roadmap capability from launch-time env injection to explicit run-bound API delivery without duplicating a separate planned initiative. ## What Changed - Added `access.*` agent binding validation and a dedicated run-bound resolver that combines `secrets:read` authorization with binding-context enforcement. - Added `GET /api/agents/me/secrets` for minimal granted metadata and `POST /api/agents/me/secrets/:key/value` for on-demand value fetches with `Cache-Control: no-store`. - Preserved the existing denials for low-trust review agents, task-bridge credentials, and skill-test tokens; standard long-lived agent API keys cannot call the run-bound routes. - Added dual audit behavior: value attempts write `secret_access_events` and `activity_log` (`secret.value.read`), while metadata listing writes the lighter `secret.access.listed` activity event. - Kept env compatibility: `env.*` remains injected at launch and also implies API read for the same bound agent; `access.*` never becomes an environment variable. - Added the agent-settings **Secret access** editor plus delivery-mode/alias surfacing on the Secrets page, with focused UI tests and tokenized layout styles. - Updated OpenAPI, shared types, agent-facing skill documentation, and API reference documentation. ### UI Screenshots P3 produced and reviewed three screenshots using mock data; images are intentionally not committed to the repository: - `secret-access-editor.png` — agent settings grant editor. - `secret-access-light.png` — Secrets-page delivery surfacing in light mode. - `secret-access-dark.png` — Secrets-page delivery surfacing in dark mode. The source attachments are retained with the implementation task and linked in the internal handoff; the public page publisher was unavailable in the PR-prep runtime. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts server/src/__tests__/secrets-routes.test.ts ui/src/lib/secret-delivery.test.ts ui/src/components/AgentSecretAccessEditor.test.tsx` — 5 files, 122 tests passed. - Security follow-up: `pnpm exec vitest run server/src/__tests__/agent-secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` — 2 files, 73 tests passed after active-run and version-consistency fixes. - Final-head CI: all feature, typecheck, build, e2e, security, and review gates pass; `General tests (server (1/3))` remains red after one rerun because unrelated `heartbeat-retry-scheduling.test.ts` cleanup deletes `heartbeat_runs` before referenced `activity_log` rows. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — feature-local arbitrary-value violations fixed; command still reports five unchanged `#9627` literals outside this PR. - End-to-end QA passed all eight acceptance criteria: grant/list, fetch, dual audit, env-implies-read, denial matrix, revocation, UI rendering, and env-injection regression. Evidence: https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455492 - Security review returned PASS-with-required-changes; the implementation uses the required dedicated binding-enforcing resolver, run-bound JWT restriction, run-derived overlays, minimal metadata, and a resolver redaction-registration hook. Evidence: https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455382 ## Risks - A compromised agent can exfiltrate any secret explicitly granted to it; explicit company-scoped/run-scoped grants, revocation, and audit reduce but cannot remove that inherent capability risk. - The resolver invokes a redaction-registration hook before returning values, but the current route has no persistent cross-request per-run redaction registry. Paperclip-owned later comments/events therefore cannot yet guarantee automatic scrubbing of a deliberately copied fetched value; QA classified this as non-blocking residual hardening. - Audit-event insertion currently fails open if the security-event insert itself fails; the operator activity event provides partial redundancy, but a future hardening change should define fail-closed behavior for value delivery. - This PR overlaps `ui/src/pages/Secrets.tsx` with #9918 and may require a straightforward rebase after that PR moves. > 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-5.3-codex`, with reasoning, repository tool use, terminal execution, Paperclip API access, and GitHub CLI capabilities. Context-window size is not exposed by the runtime. - Anthropic Claude Opus 4.8 with 1M context and tool use assisted with the UI implementation commit. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-22 08:04:39 -05:00
3 people	59fb27ff79	feat(inbox): let agents safely tidy user inboxes (#9724) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - The inbox is a per-user attention view, so archiving an item must not alter the underlying issue, assignment, or status > - Agents can help responsible users tidy resolved work only when the action is company-scoped, reversible, policy-controlled, and fully attributable > - The database and authorization foundations landed in #9654 and #9658, but the end-to-end archive routes, audit details, agent workflow guidance, and operator UI still need to ship together > - Separate stacked PRs #9659 and #9661 made the complete behavior harder to review and land as one coherent capability > - This pull request consolidates the remaining server, shared-contract, documentation, skill, and UI work on top of current master > - The benefit is a single reviewable change that lets agents safely archive responsible-user inbox items and lets users control or undo that behavior ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting inbox management across shared contracts, server authorization/routes/services, shipped agent skills, and the board UI. ### Problem or motivation Agents may complete work whose issue remains in the responsible user's Mine inbox. Existing board-user archive behavior does not provide the agent-facing policy endpoints, target resolution, heartbeat-run attribution, typed denials, conservative workflow guidance, or UI needed for safe agent-managed cleanup. ### Proposed solution Allow authorized agents to archive or unarchive responsible-user inbox items under the user's open, allowlist, or disabled policy; preserve actor/agent/run attribution in issue detail and activity records; expose policy controls and agent archive attribution in the UI; and document conservative cleanup rules for agents and PR gardening. ### Alternatives considered - Reuse generic issue mutation permissions: rejected because inbox state belongs to a target user and requires user-scoped authorization. - Automatically archive every completed or closed item: rejected because completion signals can still require human review or a decision. - Keep the backend and UI as separate stacked PRs: superseded by this consolidated PR so the complete user-visible behavior can be reviewed and verified together. ### Related work - Builds on merged foundations #9654 and #9658. - Supersedes the remaining stacked changes in #9659 and #9661. - `ROADMAP.md` has no overlapping inbox archive or inbox authorization initiative. ## What Changed - Added shared inbox-agent policy types and validators plus company-scoped self-service policy routes and OpenAPI coverage. - Enabled agent archive/unarchive mutations with responsible-user targeting, policy enforcement, typed failures, attribution, idempotency, and detailed activity auditing. - Returned agent archive attribution in issue detail and documented reversible inbox cleanup semantics in the implementation spec and Paperclip skill. - Added conservative PR-gardening inbox tidy guidance that keeps GitHub access read-only and avoids archiving work that still needs human action. - Added the Profile settings policy control and Issue Properties attribution/unarchive UI with focused component coverage and narrow-pane handling. ## Verification - `pnpm exec vitest run server/src/__tests__/inbox-archive-routes.test.ts server/src/__tests__/inbox-agent-policy-routes.test.ts server/src/__tests__/authorization-service.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/components/InboxAgentPolicyControl.test.tsx ui/src/components/IssueProperties.test.tsx` — 110 passed. - `pnpm --filter @paperclipai/db exec vitest run src/inbox-archive-agent-policies-migration.test.ts` — 1 passed. - `node --test .agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — changed files are clean; the repository-wide command currently reports nine unrelated pre-existing `#9627` literals outside this PR's diff. ## Risks - Agent inbox mutations broaden an existing endpoint path, so authorization and target resolution must remain fail-closed; focused route and authorization tests cover allowed and denied paths. - Archive state affects only the responsible user's inbox presentation and remains reversible; it does not mutate issue status, assignment, or visibility. - The UI policy defaults to the existing open behavior, while allowlist and disabled modes can reduce agent access. - This PR intentionally builds on #9654 and #9658 and contains no new migration number or modification to an already-applied migration. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.4, medium reasoning, repository tool use, shell execution, code review, and 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) - [x] My branch name describes the change (`feat/inbox-agent-archive-complete`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-16 16:49:18 -05:00