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Author	SHA1	Message	Date
DottaandPaperclip	d66acb7ac1	feat: automate Slack bot app setup and installation (#15413 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors give each agent a customer-owned bot and task-backed conversations. > - Manual Slack setup requires app creation and copying durable credentials. > - Operators need a shorter setup that an assisting agent can use safely. > - This pull request creates the app through Slack's Manifest API and installs it through OAuth. > - Durable registration state supports recovery without creating another app. > - A four-screen wizard, automatic avatar upload, and OAuth account linking reduce setup work. > - Connector settings and per-turn tool guidance support daily use after installation. ## Linked Issues or Issue Description Subsystem affected Native Slack bot setup, company secret storage, chat connector management, and agent tool guidance. Problem or motivation New Slack bots require manual app creation and copying a signing secret and bot token. Interrupted setup can create duplicate apps. The setup and management screens contain unnecessary controls. Agents also need guidance for native questions, files, thread replies, and governed Slack actions. Proposed solution Use a temporary app-configuration access token to create a customer-owned app. Save durable secrets in the vault. Bind OAuth to the initiating actor, company, endpoint, registration revision, scopes, and configured origins. Preserve manual and existing-app recovery. Link the installing user's account, send a welcome DM, and advance from saved server evidence. Keep request-URL recovery instructions available if automatic connection detection waits. Alternatives considered The Slack CLI adds installation requirements. Socket Mode changes transport. A shared Paperclip-owned app changes app ownership. These alternatives are outside this change. Roadmap alignment This extends existing chat connectors and secrets capabilities. Related public work: #14037 and #13954 cover Slack MCP prerequisites and user OAuth. No duplicate bot-registration PR was found. ## What Changed - Share one reviewed manifest builder between automatic registration and manual setup. - Add replay-safe migration 0318 and company-bound registration state with vault references and uncertain-creation recovery. - Add registration, installation, callback, and resume APIs with short-lived, single-use OAuth state. - Save installation credentials before downstream checks and preserve bot identity constraints. - Reduce automatic setup to four screens. Keep advanced app details, manual recovery, and existing-app setup. - Upload the agent avatar with the Paperclip dark background. Link the OAuth installer's account and send setup DMs. - Show agent and connector-owner avatars. Simplify settings, access, and conversation screens. - Discover joined Slack channels and enable them by default. Start a task from a bare mention and admit same-thread follow-ups. - Refresh Slack tool guidance each turn. Add native-form, file, approval, and delivery regressions plus manual model probe definitions and sanitized acceptance records. - Update deployment/database docs, OpenAPI, redaction, removal cleanup, production Storybook stories, and provider browser tests. - Merge current master and move the registration migration after its latest migration without rewriting published commits. The completed Slack success view intentionally has a single centered Done action and no Save & exit, as explicitly requested by the product owner. `DESIGN.md` records this exception; unfinished setup steps retain the aligned wizard footer. ## Verification - Passed after the master merge: repository typecheck, full build, Storybook build, design-token gates, module-boundary gates, and migration generation. - Passed: all 352 focused Slack deterministic tests and all 14 affected provider browser tests. Browser tests use controlled provider fixtures and a separate throwaway instance. - Passed on current head `c5d01e0e2`: the complete GitHub test matrix (general server, chat, all workspaces, serialized server, and Runner), all eight browser shards, typecheck/release registry, build, canary dry run, security checks, and policy gates. There are 52 passing checks and no pending or failing checks. - Greptile completed on the exact current head with 5/5 and no actionable findings or open review threads. - Local repair verification passed 93 focused tests, including same-app reinstall after revocation and rejection of consent started before revocation, the AgentMail browser journey, and repository typecheck. Local build and Storybook build also passed. The redundant local full-suite rerun was stopped after the complete current-head CI matrix passed. - Real Slack setup and agent replies were exercised in the authorized isolated test drive during the setup iteration. - The ten additional model probes were attempted with legacy `codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were partly verified. Native runtime is not qualified. See `server/src/services/connectors/slack/evals/2026-10-08-acceptance.md` for evidence and limits. - Passing model probes cover native forms, downloaded file bytes, bare mentions with thread replies, explicit posts/reactions, and saved approval denial. - The controlled uncertain-write probe found wrong delivery-check IDs. The canvas fallback attempt used an invented tool name. Search pagination/native search, a private-source denied-tool receipt, and distinct board/webhook origins remain unqualified. Reviewer path: enable Chat connectors, start Slack chat setup, select an agent, enter an app-configuration access token, and approve Slack installation. Send a message to the bot and confirm that setup advances to success. Inspect settings and allowed channels. See `doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery. ## Risks - Slack app creation has no provider idempotency guarantee. A timeout after dispatch stays uncertain until the operator checks Slack. - OAuth needs a stable public HTTPS board origin. Webhook ingress may use a separate configured HTTPS origin. Workspace policy can delay installation. - Migration 0318 can replay safely on instances that applied the earlier development migration. - OAuth installation now links the installer to the initiating Paperclip user. Identity checks and company access rules still apply. - Joined channels now enable bot responses by default. Linked-user authorization and per-action approval rules still apply. - Model behavior has the documented delivery-check and canvas fallback failures. A passing CI run does not establish that every model probe passed. - Removing the connection does not delete the customer's Slack app. No new first-party telemetry is added. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose a more specific authoring model ID or context-window size. The live bot probes used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-08 06:33:31 -05:00
DottaandPaperclip	b315580640	feat: add private task creation and sharing controls (#14718 ) Add private task creation and sharing controls, effective access explanations, private project management, and locked task references. Constrain the mobile composer plus menu to the viewport and explain named inherited privacy on hover, focus, or tap. Include 125 production-component Storybook stories and thirteen interactive user journeys. Final head passes all CI checks and Greptile Apex 5/5 with no findings. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:27:52 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997 ) Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
DottaandPaperclip	99a9de9940	fix(mcp): personalize assistant connections and hide revoked grants (#15411 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Assistant connections let people use their organization from another assistant. > - Setup begins with an invitation and returns to a list of connected assistants. > - Client-only labels obscure the authorizing person, while revoked rows clutter that list. > - This pull request shows the person’s avatar, names connections by owner and client, and hides revoked rows. > - It also shortens the copied invitation while keeping the approval instructions. ## Linked Issues or Issue Description Related: #14933 and #15380. What existing behavior does this improve? Invitation copy and assistant connection management, in the organization’s Connections screen and the account-wide management page. Subsystem affected Cross-cutting: shared MCP connection types, server profile projection, UI and Storybook. Current behavior Connections are labeled only with a client name such as “Codex.” Revoked connections remain visible. The invitation includes an extra sentence about agent identity. Proposed behavior Show the authorizing person’s avatar and use names such as “Dotta’s Codex connection.” Hide revoked rows after successful revocation and when loading retained revoked grants. Failed revocation leaves the connection visible. Remove the extra identity sentence from invitation copy. Reason and benefit Make connection identity clear and keep the list focused on usable connections. Breaking changes The connection response adds optional `user` metadata with name and image. Older servers remain usable. Names and revoked-row visibility change in the UI; OAuth client identity, authorization and audit retention remain unchanged. ## What Changed - Shorten the shared invitation text. - Project the authorizing person’s name and avatar through the user-scoped connection endpoint, without returning email or credentials. - Reuse the existing Identity component and owner naming conventions across the connection page, catalog card and account-wide list. - Hide revoked grants and remove a successfully revoked row from the shared cache, even if the subsequent refresh fails. - Update documentation, regression tests and production-page Storybook fixtures and revocation journeys. ## Verification - `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook` and `pnpm check:token-gates` pass. Final UI type checks also pass. - Focused consent and connection UI tests: 31 pass, including company filtering, legacy metadata, custom client names, user-initial fallbacks, failed revocation, retained revoked rows and refresh failure after successful revocation. - Existing MCP regression suite: 6 pass; 71 database checks are skipped locally because embedded PostgreSQL cannot start on this machine. The added database check verifies user-profile isolation and retained revocation history; CI runs these checks. - Browser verification with Storybook fixtures: owner avatar and name render; revocation removes the selected row in both production pages, leaves other connections visible, and restores the empty state after the last revocation. - All 54 current-head CI checks pass, with two optional Storybook jobs skipped. CI includes database, browser, runner, typecheck, build and clean-install canary coverage. - Greptile reviewed commit `1368d79e1066b418712224378d89d64c2b11cb86`: 5/5, no actionable findings or unresolved threads. - The full local `pnpm test:run` was stopped after complete CI passed. Local database coverage remains unavailable because embedded PostgreSQL cannot start; no full local-suite pass is claimed. ## Risks Low risk. The additive profile field is optional for compatibility. Revoked grants are filtered only from management UI and retained for audit. Revocation failure does not hide an active connection. No authorization scopes, token handling or schema changes. ## Model Used OpenAI GPT-6 through Codex, with code editing, command execution and browser verification. The exact deployment 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 22:09:41 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. Current behavior The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. Proposed behavior An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. Reason and benefit Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. Breaking changes The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: 15/15 passed, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: 3/3 cold starts passed on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. No completed Butter read/delegation/result retrieval is claimed. - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused checks pass; unrelated local full-suite timeouts are explicitly recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 12:35:16 -05:00
DottaandPaperclip	4857799a88	feat(connections): deliver saved instructions to authorized agent turns (#15216 ) Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes. Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:16:00 -05:00
DottaandPaperclip	2c43b39167	refactor(ui): share task composer and project/worktree controls (#15091 ) Use the shared composer for new tasks, including project and worktree selection, rich mentions and slash commands, and remembered task settings. Save project preferences after successful task updates. Show known agent models by name and use Default for unknown runtime defaults. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:06:40 -05:00
DottaandPaperclip	59015846ae	fix(chat): keep dismissed task questions in the feed (#15229 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask users questions in task chats and Agent Chat. > - Agent Chat keeps unanswered questions as compact entries in the feed. > - Regular task chats still show a pending composer badge after dismissal. > - A page reload can also open a dismissed question form again. > - This pull request applies the same feed behavior to both chat types and saves dismissal per person and task. > - Users can continue the chat and return to the original question later. ## Linked Issues or Issue Description What happened? Dismissing a question in a regular task chat leaves a pending composer badge. The question can return after a page reload. The earlier feed behavior only applied to Agent Chat. Expected behavior A dismissed question stays in the feed. Its form and pending badge leave the composer. Reload preserves dismissal. Opening the feed entry restores the original question and draft answer. Steps to reproduce 1. Open a regular task chat with a pending question. 2. Select an option, then dismiss the form. 3. Reload the page. Check that the composer stays clear. 4. Open the question in the feed. Check that the draft is restored. 5. Submit the answer. Check that the answered receipt appears. Paperclip version or commit Reproduced on master at `a386a599983519eb1d399f8b770bfccdb2a74762`. Deployment mode Browser UI in local and authenticated instances. This change does not depend on the agent adapter. Related work: Refs #14613, which added the Agent Chat feed behavior. Refs #9141, which validates real answers on the server. Refs #11434, which tracks comment-driven changes to interaction state. This PR changes question presentation only. ## What Changed - Show compact unanswered question entries in regular task chats. - Exclude durable questions from composer pending counts and navigation. - Save dismissal in local storage per person and task. Merge the latest saved IDs so dismissals from another tab survive reload. A new question can still open its form. - Keep the original question pending and answerable. Keep approval and permission controls. - Run the question-history regressions in both chat modes. Add reload, new-question, user/task scope, and stale-tab coverage. - Share the real-component Storybook fixture. Add a regular task test drive and an interactive dismissal/answer scenario. - Update the planning-mode browser test to check a dismissed question in the feed after reload and on mobile. - Update the design rules, implementation spec, and preview instructions. ## Verification - 329 focused thread, composer, and interaction-card tests pass. - `pnpm -r typecheck` passes. The UI typecheck also passes after the review fix. - `pnpm build` passes for the full repository. - UI build, Storybook build, and token gates pass. The UI build and token gates were rerun after the review fix. - Greptile gives final commit `98f71f221` a 5/5 score. The current-head check passes, and there are no unresolved review threads. - All 56 current-head checks are terminal: 54 pass and two conditional Storybook jobs skip. The CI run includes the full test shards, build, typecheck, browser tests, aggregate verification gate, and package canary. - The stale-tab regression fails in both chat modes before the review fix and passes after it. - `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` passes against a throwaway local server. It checks dismissal, reload, task navigation, and desktop/mobile planning controls. - The duplicate local `pnpm test:run` attempt was stopped after the full CI test suites passed. It did not complete locally. - Manual browser test: select Green, dismiss, reload, reopen, submit the saved answer, and inspect the answered receipt. Also send a new message while the unanswered question remains in the feed. The test drive uses real UI components with fixture response callbacks. - To repeat the browser test, run `pnpm storybook`. Open Chat & Comments → Task Chat Unanswered Questions → Test Drive. ## Risks - Dismissal is a browser-local preference. It does not sync to another browser or device. Clearing local storage removes it. - When local storage is unavailable, dismissal lasts for the mounted thread only. - Unanswered questions can accumulate in the feed. They stay pending until answered or resolved through the existing API. - No database migration, API change, or change to approval permissions. ## Model Used OpenAI Codex, `gpt-6.1-sol`, with xhigh reasoning, repository editing, code execution, and browser control. The 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>	2026-10-05 10:55:38 -05:00
scotttong scotttong Claude Opus 5.5	467125fafb	feat(connections): one-screen connector setup with stated defaults (#14811 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use Connections (the Apps catalog) to act in services like Notion, GitHub, Google Workspace and Railway > - Each connector asked the user to answer setup questions before it went to the provider. Most of the questions already had the correct answer selected > - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing work. This change continues that work > - This pull request removes the questions that Paperclip can answer itself. It states the defaults in one line and moves the choices behind "Change" and onto the Permissions tab > - The benefit is that most connectors take one click in Paperclip and then the provider's own consent screen ## Linked Issues or Issue Description No public issue exists. This is the description, from the enhancement template. What existing behavior does this improve? The setup flow for tool connectors in the Apps catalog. Subsystem affected Apps and Connections: `ui/src/features/connections`, `ui/src/pages/apps`, the `packages/shared` app definitions, and the OAuth routes in `server/src/routes/tool-access.ts`. Current behavior Every connector opened with an Access step. The step asked who can use the connection and which agents get it, and both answers were already selected. 18 connectors also asked "How do you want to connect?" when Paperclip could rank the methods. The Google apps and Postman also asked "What should Paperclip be able to do?" before sign-in. The four gateway connectors (Zapier, Arcade, Composio, Executor) used a separate two-step wizard. Asana was pinned to a customer-owned OAuth app, so the user had to register an app in Asana's developer console. The "Set all" control on the Permissions tab changed only one action. After the user approved access, Railway's consent page showed "you can close this window" and did not return to Paperclip. Proposed behavior One screen per connector, with one primary button. The screen states the defaults in one sentence, for example "Connects for everyone in your organization, available to all agents". A "Change" link opens one Advanced panel. When the provider's metadata allows dynamic client registration, Paperclip registers a client itself. Connecting lands on the Permissions tab. On that tab, "Set all" changes every action in the group. Reason and benefit The user makes fewer decisions before the connection exists. Most choices are easier to make after the connection, on the Permissions tab, where a change has an immediate effect. Breaking changes None. No schema or API change. Existing connections keep their settings. ## What Changed - No Access step. `ConnectionSetupFlow` no longer has the Access step. The flow shows the resolved default above the primary button and on the completion screen. The access controls moved into one Advanced panel. The panel opens automatically only when a setting in it is required. - A default method for every app. The flow always picks the ranked default method. Alternate methods are in the Advanced panel. The Google and Postman capability choice is not asked before sign-in. The write-capable method is the default. - Gateway connectors. `RemoteMcpProductionSetup` (Zapier, Arcade, Composio, Executor) no longer has its own Access step. Its commit path and the main commit path use one helper, `askFirstCatalogEntryIdsFor`, for server-suggested defaults. - Dynamic registration from live metadata. `canRegisterOAuthClientDynamically` now allows registration when the provider advertises a registration endpoint, even if the catalog entry lists only customer-owned clients. The Asana and Linear definitions and catalog text match live probes. Asana issues clients for loopback callbacks only, so a hosted deployment still needs an Asana app. - Connection setup states. New `packages/shared/src/connection-setup-state.ts` sorts each method into `instant`, `authorize`, `paste` or `register`. The gallery card verb ("Connect" or "Add key") comes from this resolver and the instance's ownership availability. - Generic MCP. The generic path no longer asks "Does it need a key?" first. A credential challenge from the server shows the key field. - Permissions tab. Each action row shows its risk level. Each group has a "Set all" control. The control sends one change for the whole group. Before, each row's save started from the same render, so the saves overwrote each other. The Zapier/Arcade/Composio/Executor setup screen had the same defect. - OAuth callback interstitial. A cross-site browser navigation to `/api/tools/oauth/callback` gets a small same-origin "Finishing your connection…" page. That page repeats the request, and the repeat does the code exchange. Railway's consent page replaces itself after about two seconds, and the code exchange plus tool discovery takes longer than that. The interstitial uses only a meta refresh, because the OAuth code is single-use. Requests without `Sec-Fetch-Site: cross-site` take the old path. - Linear registers through its MCP server. Linear pins the console endpoints at `linear.app`. Pinned endpoints now replace discovery only when the method cannot register, or when the connection has an operator-entered client. So a Linear connection now finds the registration endpoint at `mcp.linear.app`. - Own-OAuth-app recovery stays on the one-click screen. When the method also accepts a customer-owned client, the client fields are in the Advanced panel. The panel opens after a failed sign-in. "Try again" resumes the draft with the operator's client. - E2E specs follow the one-screen flow. The Access-step clicks are removed, the specs open Change before they pick agents, and they expect GitHub's Add key verb. - Default permissions do not change. New connections still allow every action. The user can set actions to Ask first or Off on the Permissions tab. ## Verification - `cd ui && npx vitest run src/pages/apps src/features/connections --no-file-parallelism` - `cd packages/shared && npx vitest run src/app-definitions.test.ts src/connection-setup-state.test.ts` - `cd server && npx vitest run src/__tests__/tool-access-service.test.ts src/__tests__/remote-mcp-connectors.test.ts` - `pnpm check:token-gates` - New tests: - `PermissionsPanel.group.test.tsx` checks that "Set all" sends one change for the whole group. It fails on the old code. - `action-permissions.test.ts` checks the group update. - `connection-setup-state.test.ts` checks the four setup states. - A server test checks that a cross-site callback gets the interstitial and does not use the OAuth state, and that the same-origin repeat completes the connection. - Manual check on a hosted staging deployment. GitHub, Google Drive, Composio, Notion, PostHog and Railway each connected from one screen and returned to the Permissions tab. On Railway, "Set all" changed all 65 write actions, and the change remained after a reload. - Visual changes: snapshot baselines are intentionally not updated. See the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - Fewer confirmation clicks. Organization-wide access is the default, and the user does not confirm it on a separate step. This was already the preselected answer. The flow shows the default before the user clicks and again after the connection. - Google write scope. Google apps now request the write-capable scope by default. A narrower scope needs a new sign-in. - Dynamic registration from live metadata. A provider can advertise registration and then reject a redirect URI. Asana rejects hosted callbacks, for example. In that case registration fails, and the customer-owned client path remains available for recovery. - Callback interstitial. The OAuth callback adds one same-origin step for cross-site browser navigations. Browsers without `Sec-Fetch-*` headers use the old direct path. - Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage) do not change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through Claude Code with tool use (shell, file editing, browser automation) and extended thinking. It wrote the code, the tests and this description. A human product owner directed the work and tested it by hand. ## 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-09-30 23:13:47 -07:00
DottaandPaperclip	d432dc7fa3	Add GitHub-synced skill sources (#14713 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company skills supply instructions and files to those agents. > - GitHub imports already exist, but users cannot manage repositories as skill sources. > - Repository refresh also needs caller-authorized access and complete local packages. > - This pull request adds Sources inside Skills and reuses GitHub connections from Apps. > - Installed snapshots let agents use skills without fetching GitHub during a run. > - Manual refresh preserves skill identity and leaves failed imports on their last good version. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: skills UI, server, database, shared contracts, and runtime materialization. Problem or motivation Users keep skills in GitHub repositories. They need a clear way to select, import, and refresh those skills. Existing imports do not expose repository management or consistently preserve supporting files. Proposed solution Add company-scoped skill sources. Browse repositories from all accessible GitHub connections, or paste a public repository or branch URL. Select whole skill packages, inspect included files and reference warnings, and install complete, immutable snapshots. Refresh each source manually. Alternatives considered Project repository settings hide the workflow from Skills. A second GitHub connector would duplicate credentials and grants. Upstream editing and PR creation are separate work. Roadmap alignment This implements the Skills Manager direction in ROADMAP.md. The maintainer requested this scope and reviewed the component and full-app journey stories before implementation. Related reports: Refs #10285, Refs #10949, Refs #13464. Related work: #14356, #13656, #9268. ## What Changed - Add source and entry records, an idempotent migration, company-scoped APIs, and legacy GitHub import adoption. - Reuse current caller grants and credential refresh. Combine and deduplicate repository inventories across accessible connections. Pasted public URLs also prefer the active user’s authorized connections. Tokens stay in the Git child environment, never argv or disk. - Fetch a shallow Git snapshot at one immutable commit. Scan the full local tree, including hidden and nested folders. Read Git objects without checkout or archive transformations and enforce nested package boundaries. - Bound Git downloads to 128 MiB and three minutes. Cancel active process groups and remove incomplete downloads. Preserve cancellation and deadlines while progress drains; close stalled HTTP progress streams after 30 seconds. Reuse caller-scoped temporary snapshots for preview/import after reauthorization. - Index repository package boundaries once and cap expanded work at 1,000 packages, 10,000 files, and 100 MiB, including repeated copies of shared blobs. Bound path depth and the shared path index. Discovery keeps audited manifests without retaining all package bodies. - Resolve moving branches before fetching so unchanged discovery reuses caller-scoped snapshots. Limit active scans, scan frequency, and new downloads per caller and company; quotas apply before metadata reads and across connections, and cached scans do not consume the download quota. - Store complete versions with script content, binary bytes, and executable modes. Preserve these through copies, runtime caches, and runner packaging. - Stage downloads before publication. Use source leases, revision checks, and transactional activity records. Keep installed versions after failures, upstream deletion, deselection, and disconnect. - Add the approved import flow, Sources page, selection tree, provenance, read-only Studio behavior, and saved return from GitHub setup. - Add package manifests, commit-pinned file previews, and separate runtime requirements and reference warnings. Supporting files are included together; nested skills remain independently selectable. Preview requests reauthorize the caller and re-audit package content. - Show installed skills as compact links beneath each source. Repository titles open GitHub. Keep Refresh, Select skills, and Disconnect source in a three-dot menu. Source rows omit the branch, imported count, and refresh timestamp; action alignment and repository titles work at narrow widths. - Stream discovery metadata over an opt-in NDJSON response. Show measured Git download progress and real package/file counts, animate newly checked skills, support cancellation, and require a complete scan before selection. Keep the existing JSON API. - Retain component stories and add a separate full-app journey story group. Include fixed progress states and interactive scan, large-repository, interruption, and saving stories. - Update Skills documentation and product contracts. Suppress private GitHub skill references in telemetry. Privacy review requested for the telemetry changes. ## Verification - Local repository typecheck, full build, token gates, and Storybook build passed during this work. Focused transport, authorization, scanner, persistence, route, and UI tests pass. The final UI refinement passes all eight focused UI tests, UI typecheck/build, and token gates. The scanner resource and repeated-discovery fixes pass 132 focused scanner, transport, authorization, source-service, route, and rate-limit tests, plus server typecheck/build. Full-suite verification comes from CI; the older full local Vitest run was stopped after unrelated chat failures and a font-test failure, all of which passed in fresh focused runs. At commit `1098d5996`, all 54 active checks pass; two optional Storybook jobs are skipped. CI covers repository typecheck, build, the full test suites, browser shards, and the canary dry run. Greptile is 5/5 with no open findings; the security scan also passes. - Adversarial scanner tests verify repeated-blob byte accounting with and without declared sizes, package/file/path caps, one-time repository indexing, metadata-only discovery audits, and nested package boundaries. Additional tests cover branch movement, snapshot reuse, caller/company quotas, isolation across connections, active-lease cleanup, quota recovery, and rejection before any metadata API call. - Real Git tests verify hidden paths, exact binary bytes, executable modes, export-ignore preservation, symlink/submodule reporting, pinned commits, caller-scoped cache reuse, cancellation, cleanup, and credential isolation. Regression tests hold both download slots with permanently blocked progress callbacks, verify timeout/cancellation cleanup and retry, and exercise HTTP backpressure cancellation. Access tests cover automatic public-URL connection selection and revoked grants. Database tests verify company and grant audiences. - Live isolated browser test: the public `anthropics/skills` scan now completes and discovers all 20 skills without connecting an account. Imported canvas-design with all 83 files, opened it from Sources, and verified the installed binary-font preview/download control. Package previews also expose the complete file inventory before import. Cancelled an active Git download and retried successfully to all 20 discovered skills; the browser displayed measured download progress. The current audits reject four other packages; eligible selections remain importable. - Browser checks verify the simplified source rows at desktop and narrow widths, keyboard navigation into the actions menu, Refresh from the menu, selection, and fixture disconnect with installed skills retained. Storybook includes a menu-open checkpoint and a 320px layout. - Storybook includes receiving/preparing download checkpoints and a timed full-app import journey, plus cancellation, retry, large-repository, and saving states. Streaming tests cover split UTF-8 frames, incomplete streams, late responses, cross-company requests, HTTP errors, and JSON compatibility. - Earlier live acceptance on this PR imported `stitch-skill` with `DESIGN.md`, assigned it to an agent, disconnected its source, and ran a successful Studio test that read both installed files. An editable copy changed independently. Both Skills variants, mobile selection, and return from GitHub setup were exercised. - Private access, revoked credentials, OAuth success return, binary/script preservation, concurrent refresh, transaction rollback, version pins, and legacy adoption have automated coverage. A real private-repository OAuth grant was not created during this test. ## Risks - The migration groups recognizable legacy imports without provider calls. Their first successful refresh completes the local package snapshot. - Reference checks are advisory. They cover Markdown links and explicit relative resource paths, not arbitrary runtime dependency graphs. Preview text is capped at 64 KiB; imported bytes remain complete. - Git must be installed on the server. Shallow fetches still download the branch snapshot, including files outside selected packages. Downloads have size/time/concurrency limits. Temporary caches are bounded and caller-scoped. GitHub API quota still applies to repository metadata and the connection picker; content no longer uses per-file API requests. Failed scans retain installed content. - Sources depend on the current caller's GitHub access. A saved connection does not grant access to another person's token. - GitHub script support and immediate manual refresh are explicit maintainer-approved requirements. The operator trusts the selected repository and accepts upstream script and executable-mode changes on refresh. Static audits are not a sandbox or a guarantee of safe code; agents may later invoke installed helpers under their runtime permissions. Import and refresh do not execute scripts, hooks, package installation, or builds. Raw URL and skills.sh imports keep their prior script restrictions. - Source originals remain read-only. Refresh affects subsequent unpinned runs; explicit pins and active runs retain their versions. - The telemetry change removes source-managed GitHub identifiers from skill-reference events. It introduces no event or field. Please review the privacy boundary. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser tools. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 13:32:58 -05:00
DottaandPaperclip	d72389bee2	feat: add Browser Use Cloud connector and live task browsers (#14627 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description Problem or motivation Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. Proposed solution Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. Alternatives considered A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. Roadmap alignment This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving model ID and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 07:13:16 -05:00
DottaandPaperclip	24beb00575	feat(runner): add rich ACP transport and durable interaction foundation (#14430 ) Add shared rich ACP transport, durable questions and permissions, verified provider packaging, and bounded activity and plan presentation. Keep Cursor, Copilot, and Pi pending their separate provider qualification. Persist interaction settlement before publication, fence failed writes until fresh recovery, and preserve owned-process cleanup. Incorporate reviewed mainline integration with extended harness coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-29 08:56:21 -05:00
DottaandPaperclip	24429024e7	feat: add Fireflies connector and summary-ready routines (#13890 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps gives agents governed access to external tools through stored credentials. > - Routines start work when an external service sends an event. > - Fireflies provides meeting transcripts and summaries through an official hosted MCP server. > - This PR adds that connection and accepts signed meeting events through the shared app webhook flow. > - Agents can review completed meetings with the same permissions and audit records as other work. ## Linked Issues or Issue Description Problem or motivation Operators need agents to read Fireflies meetings and start follow-up work when a summary is ready. The Apps catalog lacks Fireflies. The shared app webhook flow needs to accept its signed deliveries. Proposed solution Use the official Fireflies MCP endpoint with OAuth or a vaulted bearer API key. Extend the existing Another app or script flow with signed webhook support. Verify the raw-body signature and pass the JSON payload as external data. Select Meeting Summarized in Fireflies. Deduplicate identical signed deliveries, including setup deliveries. Alternatives considered A separate REST connector would duplicate the governed MCP path. Polling, legacy V1 payloads, and automatic provider-side webhook registration are outside this change. Roadmap alignment This extends the existing MCP Tool Gateway & Apps and Scheduled Routines surfaces. It adds a provider to those systems. It does not introduce a second integration framework. Additional context A GitHub search found no existing Fireflies issues or PRs. Provider references and verification limits are in `doc/connections/FIREFLIES.md`. ## What Changed - Add the official Fireflies catalog definition, generated registry, provider evidence, and branded artwork. - Reuse Access → Connect, dynamic discovery, Permissions, vault storage, policy, and audit behavior. - Classify Fireflies sharing, movement, and access revocation as writes. - Preserve Off and Ask first restrictions during OAuth reauthorization and API-key replacement. New actions retain normal defaults. - Add `app_webhook` authentication to the shared Another app or script flow. Accept bearer tokens or raw-body HMAC-SHA256. Preserve earlier `fireflies_hmac` triggers and revision snapshots for compatibility. Existing text columns need no migration. - Verify `X-Hub-Signature` or `X-Hub-Signature-256` against the exact request body. Preserve generic event payloads and deduplicate identical signed requests. - Keep the routine wizard generic. Show one webhook URL and secret in Another app or script. Keep all new app webhook event names provider-neutral. Keep provider setup instructions in the connector documentation. - Pass generic webhook JSON to the task in an explicit external-data block, capped at 16,384 characters. Keep strict meeting validation for existing legacy Fireflies triggers. ## Verification - Feature implementation commit `0882dc8a1`: all 54 CI checks passed; two conditional Storybook checks skipped. This includes full tests, typecheck, build, browser E2E, canary dry run, and security checks. Greptile rated this commit 5/5; all review threads are resolved. - Full local `pnpm -r typecheck`, `pnpm build`, and token gates passed on the final code. Targeted connector, gateway, webhook, revision, and UI suites passed during implementation. After the provider-neutral follow-up, all 84 app-webhook and routine-service tests passed; the final payload-to-task assertion also passed in the 72-test routine suite and a clean-config rerun. - The long local `pnpm test:run` invocation started before the final edits and was stopped after the final-commit CI suites passed. It reported one generic webhook test failure while those files were changing; that test and the entire routine suite passed on the final source, including a clean-config reproduction. The interrupted local run is not counted as a full-suite pass. - In the embedded browser, completed official OAuth consent and discovered 20 live actions. Real meeting listing, transcript retrieval, and summary/action-item retrieval succeeded as the selected agent. Turning a live read Off blocked its test; catalog refresh preserved the restriction. - Embedded-browser Another app or script setup, back/save/resume, narrow layout, and a signed synthetic Fireflies delivery succeeded. The UI reported authentication passed without creating a task. Fixtures cover signature tampering, malformed requests, ordinary app event names, duplicate/setup deliveries, rotation, revisions, pause/archive, and company isolation. - Existing MCP browser suite: 8 passed and 2 provider-dependent cases skipped. Branding checks passed; connector artwork and webhook setup were checked at desktop/mobile widths and in light/dark modes. - An unauthenticated POST to a correctly formatted public webhook URL reached the staging tenant verifier through the existing Cloud gateway. - A real Fireflies webhook delivery remains unverified. A staging callback is available for the operator walkthrough. Live API-key authorization, credential expiry, and a new meeting's summary completion were not tested against the provider. Fixtures cover these protocol and lifecycle paths where applicable. - Storybook follow-up `c54174faa`: 27 production-component stories cover every UI change, with a source-to-story map in the connector documentation. Static Storybook build, UI typecheck, token gates, and Playwright checks for all stories and the mobile footer pass. All PR checks passed for this Storybook follow-up; Greptile reviewed `c54174faa` at 5/5. ## Risks - Fireflies may change its hosted MCP tools or OAuth behavior. Tool discovery stays dynamic. Experimental search/fetch tools are not required. - Public webhook setup requires HTTPS and a separate signing secret. Fireflies normally emits events for meetings owned by the configuring account. - Reauthorization touches shared MCP permission code. Regression tests cover existing restrictions, new actions, connection removal, and other gateway callers. - Webhook receipt grants no tool access. The routine agent still needs an authorized Fireflies connection. - New generic triggers rely on provider event subscriptions. Without a sender-supplied idempotency key, changed request bytes count as a new event. Existing legacy Fireflies triggers retain summary-only filtering and per-meeting deduplication. ## Model Used OpenAI Codex, model `gpt-6-astra`. Used reasoning, repository editing, code execution, and embedded-browser testing. The runtime did not expose a 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>	2026-09-23 17:11:16 -05:00
DottaandPaperclip	4721f55803	fix(apps): recover MCP OAuth setup after consent errors (#13855 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - MCP aggregator setup can return from provider consent to a saved draft. > - The branded setup did not explain failed or cancelled authorization. > - It also offered identity changes that the server does not apply when a saved connection resumes. > - This pull request explains OAuth return outcomes and keeps the displayed identity consistent with the saved policy. > - Users can understand the outcome and retry the same connection. ## Linked Issues or Issue Description Related: #13755 introduced the MCP aggregators. #13758 retired the legacy Composio broker. #13584 proposes changes to the provider handoff window; this fix retains the current handoff behavior. What happened? Cancelling Composio consent returned to the setup form with no explanation. The same controller ignored failed OAuth callback outcomes. Returning to Access on a saved draft also offered personal/shared choices, although the server retains the saved identity. This could make the OAuth request disagree with that identity. Expected behavior Explain cancellation or failure, preserve the draft, and offer Try again. Display the retained credential identity and start OAuth with the policy returned by the server. Steps to reproduce 1. Enable MCP aggregators and start a Composio connection. 2. Continue to provider consent and cancel it. 3. Observe the return screen. Before this change, it showed the form without cancellation feedback. 4. Go back to Access. Before this change, the form offered personal/shared choices even though resume retains the original identity. Paperclip version or commit Observed before the fix on `8c6cc7dccf91523e0720bd86f95487e66b4b0e63`. The original report of successful consent leaving setup unfinished did not reproduce. This PR addresses the recovery defects observed during that investigation. Deployment mode Isolated local development instance and authenticated staging deployment, with real Composio consent and provider calls. ## What Changed - Read the OAuth callback outcome in branded MCP setup and show cancellation or failure feedback. - Retry the same saved draft without displaying untrusted callback error text. - Keep saved personal/shared identity fixed in Access and select OAuth identity from the returned credential policy. - Add six focused regression cases and authorization-failure Storybook states for Arcade, Composio, and Executor. - Document return-screen recovery and retained identity in the connector playbook. ## Verification - `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx -t 'OAuth return' --maxWorkers=1`: 6 passed, 143 skipped, including after integration with current master. - `pnpm --filter @paperclipai/ui exec tsc --noEmit`: passed. - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui build`: passed. - `pnpm --filter @paperclipai/ui build-storybook`: passed for the implementation commit. - Browser recovery: cancelled real Composio consent, observed the new feedback, returned to Access, retried the same personal draft, completed consent, and ran a real tool call. - Staging on implementation commit `84bb40aa70662e0c8955bf692c5714661b4bea93`: fresh shared and personal connections each completed on the first consent attempt and loaded 11 tools. Real discovery, execution, and schema calls succeeded. Both connections stayed Connected after reload. A real agent used the shared connection through the Paperclip gateway and returned the public repository documentation hierarchy with one success and zero errors. - All current-head CI gates passed on `662f84a67e867a52a2e5526026adbed00f6b59bf`. The Cursor execution and agent-chat browser shards each had an initial timeout; both passed on one targeted rerun without code changes. Greptile reviewed this exact head at 5/5, with no open review threads. - No full local suite was run, as requested. CI provides the broader checks. The PR adds a master merge and documentation after the live-tested implementation commit. ## Risks - This shared setup controller also serves Arcade and Executor. Their callback rendering and retry behavior have focused test coverage; this investigation used Composio for live provider testing. - Saved identity remains fixed during resume. A different identity requires a new connection, consistent with server behavior. - No database, protocol, credential storage, or gateway policy changes. ## Model Used OpenAI GPT-6 via Codex, with code editing, shell tools, and browser testing. The exact runtime model ID and context window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-23 08:05:30 -05:00
DottaandPaperclip	1ccae464c5	feat(ui): add task artifact media gallery and full-row links (#13825 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tasks collect the files and work products that agents create. > - The Artifacts tab shows these outputs in rows, which makes videos hard to compare. > - Small text links also make artifact rows harder to open. > - This pull request adds image and video tiles with previews and makes the full artifact row clickable. > - Users can compare outputs and open the existing media viewer with one click. ## Linked Issues or Issue Description What existing behavior does this improve? The task Artifacts tab and media previews in task chat. Current behavior Video outputs appear as file rows or icons. Users must click a small link to open a work product. A task with eight video outputs gives little visual context. Proposed behavior Show images and videos in a responsive gallery. Show a paused video frame as the thumbnail. Keep documents, links, and other files in rows whose entire area opens the item. Reason and benefit Users can compare generated media without opening each item. Larger click targets also make the sidebar easier to use. Breaking changes None. This uses the existing artifact URLs, media viewer, run grouping, and attachment filters. No API or database changes. Related work: #11226 added the task sidebar output surface, and #7361 added rich attachment previews. #3524 concerns a separate reviewed-assets panel. This PR improves the existing task artifact components. The duplicate search found no active PR for this change. This is polish for the shipped Artifacts & Work Products roadmap item. ## What Changed - Add a shared media tile for work products and agent attachments. - Reuse video and image previews in task artifacts and chat. Seek up to one second into videos and reset preview state when the source changes. - Use the existing task gallery for playback and downloads. Preserve grouping and attachment deduplication. - Extend native links and buttons across work-product rows, including keyboard focus indicators. - Add eight offline Storybook examples for video outputs, mixed media, clickable rows, narrow and wide panels, missing previews, empty state, and light mode. - Register the component in the design guide and document its use. ## Verification - 108 focused component tests pass, including thumbnail seeking, source changes, gallery activation, and attachment deduplication. - `pnpm build`, `pnpm -r typecheck`, Storybook build, token gates, and `git diff --check` pass locally. - Reviewed the production components in the embedded browser. Checked all eight video thumbnails, mixed media, narrow layout, light mode, blank-area row clicks, keyboard gallery activation for generic-MIME images, and playback from chat video thumbnails. - Storybook: open Tasks / Artifact Gallery and select Eight Video Outputs, Mixed Media And Files, or Whole Row Clickable. The small local clips are synthetic fixtures. - All build, typecheck, unit, runner, and end-to-end CI jobs pass for `b8ace289b5e07df5b9f2c319b159f3923ce427b4`. Greptile gives 5/5 with both review findings resolved. All 54 PR checks pass, including the external security scan. The full test suite passed in CI. The duplicate serial local test run was stopped after CI finished; the 108 focused tests, full build, and recursive typecheck passed locally. ## Risks - Video thumbnails require the browser to load metadata and a frame. A slow server or unsupported codec can leave the fallback visible; opening and downloading still use the existing viewer. - Full-row click targets change pointer interaction with work-product cards. Native link and button semantics remain in place. ## Model Used OpenAI GPT-6 in Codex, with code execution and browser tools. The exact deployment ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 15:03:26 -05:00
DottaandPaperclip	e8c8ba3c19	feat(apps): add experimental MCP aggregator connectors (#13755 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description Subsystem affected Apps, connection setup, shared contracts, and the remote MCP gateway. Problem or motivation Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. Proposed solution Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. Alternatives considered A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. Roadmap alignment Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## 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>	2026-09-21 12:53:11 -05:00
DottaandPaperclip	da257c3069	Warn when routine webhook URLs may not be publicly reachable (#13684 ) ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Routines can start that work when another app sends a webhook. > - Local and private URLs often cannot receive events from public services. > - HTTPS alone does not make a Tailscale address public. > - This pull request explains these limits during setup and editing. > - Users can still finish setup for senders on their own network. ## Linked Issues or Issue Description Refs #13637. Webhook setup needs a clear warning when the generated URL appears local, private, or unencrypted. The warning must explain how to make the endpoint reachable without blocking private-network use. ## What Changed - Add a shared warning banner to the Connect, Check connection, and Edit webhook views. - Distinguish localhost, private network addresses and domains, HTTP, and Tailscale hostnames. - Explain the difference between Tailscale Serve and Funnel. Link to the Paperclip HTTPS guide. - Add five full-page Storybook examples, design guide examples, and documentation. - Add URL classification tests and a regression test that finishes setup despite the warning. ## Verification - Passed 41 focused URL and trigger-flow tests. - Passed workspace typecheck, workspace build, token gates, and Storybook build. - Browser-tested the Tailscale story through Check connection, Finish setup, and Edit webhook. The warning stays visible and does not block setup. - Open Product / Routines / Webhooks stories 11–15 to review the warning states. - All 54 PR checks passed, including the full test matrix and eight browser shards; two optional Storybook jobs were skipped by workflow policy. - The server supervisor readiness test timed out once in CI, then passed on rerun and locally (6 tests). - The duplicate local full-suite run was stopped after the complete CI matrix passed. - Greptile: 5/5 on the current commit, with no unresolved review comments. ## Risks - URL checks are hints. They do not test DNS, firewall rules, or actual reachability. - A Tailscale hostname can serve either private Serve traffic or public Funnel traffic. The warning explains this uncertainty and permits both. - No API, schema, authentication, or webhook delivery behavior changes. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser testing. 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>	2026-09-19 12:24:06 -05:00
DottaandPaperclip	f589660ec0	feat(routines): add safe webhook setup and in-routine run management (#13637 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Routines turn scheduled work and external events into tasks for an assigned agent. > - Webhook setup was disabled, and actor authentication rejected valid webhook bearer keys. > - Operators need to connect and test a sending app before events can start work. > - This pull request adds a guided setup with durable connection tests that cannot dispatch a task. > - It keeps trigger management, execution tasks, and activity within the routine. > - The benefit is a webhook that can be configured, verified, and operated from one place. ## Linked Issues or Issue Description Fixes #11937. Related: #13216 adds provider-specific Sentry support. This PR addresses general routine setup and ingress. #6841 addresses legacy secret bindings; this PR retains the existing secret service. Current behavior Webhook creation is disabled. Bearer deliveries can fail in agent authentication before the routine checks its key. Setup has no safe connection test. Runs and Activity send the operator away from the routine. Proposed behavior Choose a schedule or a webhook. Follow the setup steps, copy credentials or complete agent instructions, and test delivery without creating work. Finish setup to allow future events to start tasks. Edit or remove compact trigger cards, undo removal, and inspect tasks and activity inside the routine. Reason and benefit An operator can verify credentials and delivery before enabling automatic work. Durable setup state survives refreshes and restarts. Retry receipts prevent an old test event from starting work after activation. ## What Changed - Add a production trigger wizard using reusable Slack setup navigation and footer components. - Add schedule and webhook choices, one-time credentials, agent instructions, and live connection feedback. - Persist pending setup, test delivery receipts, connection status, and reversible trigger removal. - Keep setup checks free of routine runs, tasks, and agent wakeups. Preserve delivery idempotency after activation. - Add compact trigger cards, inline editing, key rotation, pause controls, removal, and Undo. - Keep Runs and Activity in the routine. Use the shared task list and compact activity rows. - Permit only exact public delivery POSTs through actor authentication. Retain webhook authentication, JSON-object validation, and log redaction. - Add production-backed Storybook states and focused server, database, and UI coverage. - Document signing modes, setup checks, retries, rotation, HTTPS ingress, and navigation. ## Verification - Full workspace typecheck, build, and token gates passed on the rebased branch. Storybook also builds. - Focused routine, middleware, logging, shared wizard, and UI coverage passes on the rebased branch: 195 tests across 14 files. The migration passed on a fresh PostgreSQL database and on two repeated applications. - Browser testing used the real app, database, and a deterministic process worker through Tailscale HTTPS and the current Cloud proxy code. - Verified rejected keys, safe setup deliveries, persisted state after restart, activation, retry deduplication, key rotation, schedule editing, removal, and Undo. - Fresh bearer and GitHub-signed deliveries created tasks that the worker checked out and completed. Runs and Activity stayed within the routine. - Current Cloud ingress tests passed. Public delivery POSTs passed through without a browser session; management routes remained gated. - All 54 current-head PR checks pass, including general and serialized tests, all eight browser E2E shards, typecheck, build, runner checks, security checks, and the canary dry run. Two optional Storybook jobs are skipped by workflow conditions. - Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review threads. The stale connection-status finding is fixed and covered by a regression test. - No production deployment was performed. ## Risks - Migration 0281 adds three trigger columns and a test-receipt table. It is additive and safe to reapply. Apply it before running the new server. Existing triggers remain live by default. - Requests without delivery IDs are new events after activation. Senders must reuse an event's delivery ID for retries. - Completed webhooks keep normal dispatch behavior. Their management connection check can start work; the UI states this. - Removing a trigger archives it. Undo restores the URL and credentials. Permanent deletion remains available through the existing API. - Public ingress must remain restricted to the delivery POST route. The tenant verifies credentials. Cloud sleeping-stack behavior is unchanged. - Shared setup components also serve Slack. Existing setup contracts and navigation tests cover that integration. - Senders must use application/json with an object. Other media types receive 415. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser testing. 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>	2026-09-19 10:49:05 -05:00
Dotta Paperclip Tonio Claude Fable 5.1	1ef3b08714	feat(ui): integrate agent personas across the app (#13171 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description Problem or motivation Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. Proposed solution Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. Alternatives considered A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. Roadmap alignment This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## 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: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
DottaandPaperclip	669bd0e7a9	fix(ui): show progress and verify subscriptions during onboarding (#13499 ) Automatically verify detected Claude and Codex subscriptions during initial onboarding. Show connection progress, support retries, and ignore stale results after navigation. Prefer the personal default subscription while preserving the later create-agent chooser. Allow Enter to advance from the agent name field. Add regression tests and production-component Storybook coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-15 17:39:25 -05:00
DottaandPaperclip	8d1f0c20af	fix: let responsible users choose either AI subscription or API key (#13351 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - AI Connections select the account used for each run. > - A responsible-user binding must follow the person whose work the agent performs. > - The saved sign-in method currently blocks users with another method for the same provider. > - This pull request resolves a personal default by company, user, and provider. > - Each user can use a subscription or API key with the same bot and model. ## Linked Issues or Issue Description Refs #13247, #13248, #13346, #13347. What happened? A bot configured with a Claude subscription rejects another responsible user’s Claude API key. Inline repair also limits that person to the original sign-in method. Expected behavior The same bot uses each responsible user’s default Claude account, whether it is a subscription or API key. Explicit shared account selections remain fixed. Steps to reproduce 1. User A connects a Claude subscription and creates a bot using the responsible user’s connection. 2. User C connects a personal Claude API key. 3. User C runs the same bot. Before this fix, credential resolution fails. ## What Changed - Add a personal provider-default table. Preserve legacy per-method preferences and backfill the most recently updated preference, including unavailable defaults. Repeated migration does not replace a selection. A database trigger propagates old-server default updates without treating new accounts as replacement defaults. - Resolve responsible-user bindings by provider. Retain the method as a wire compatibility hint for old servers. Explicit selections still require the exact method and grant. - Use the selected account’s method for credential isolation, refresh locking, and run attribution. - Update onboarding, agent setup, the picker, and inline task repair. Keep existing authentication components and harness/model settings. - Add mixed-method runtime, migration, repair, and Storybook coverage. Include upstream’s duplicate Anthropic option fix through the base branch. ## Verification - Focused resolver, migration, connection-intent, onboarding, agent setup, model, and connector UI suites: 331 tests passed. - Onboarding and new-agent regression suites passed during the initial focused run. - UI typecheck, token gates, and Storybook build passed. - Live browser checks passed for Claude and Codex API-default execution, switching both back to subscriptions, and both existing shared-account bots. Bot configuration remained unchanged. - One Daytona startup command stalled before Claude launched. The test run was cancelled, its sandbox stopped, and the same account/task passed on retry. Startup cancellation remains a separate environment finding; this PR does not change that command transport. - Browser review: all eight assertions passed in the new mixed-method story, including shared selection, return to responsible-user selection, and unchanged harness/model. - Repository build and typecheck passed after refreshing upstream dependencies. Final resolver and historical rollback verification: 38 tests passed. All latest-head CI gates passed, including server/workspace/serialized suites, browser E2E, build, typecheck, and runner verification. The extra serial local full-suite run was stopped after equivalent CI passed; focused local checks completed. ## Risks - Users with both historical method defaults get their most recently updated preference as the initial provider default. They can change it explicitly in Connections. - A revoked or unavailable default blocks. Connecting an additional account does not silently replace it. - Existing legacy authentication is unchanged. Managed responsible-user bindings intentionally stop pinning a method. - Live staging: the same Claude and Codex bots completed real API-key runs after changing only the personal default, then completed subscription runs after restoring the original defaults. Read-only database verification confirms unchanged bot configuration and actual method attribution. Distinct-user concurrency is covered by automated real-database tests with synthetic credentials, not two live human logins. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tools, code execution, and browser interaction. 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>	2026-09-12 20:27:26 -05:00
DottaandPaperclip	8d6232e7b0	feat: reuse provider sign-in across AI connection workflows (#13248 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect provider accounts during onboarding and agent setup. > - They should reuse and manage those accounts through the existing Connectors interface. > - A second login wizard would diverge from the established provider workflows. > - This pull request composes the existing sign-in components into Connections and agent configuration. > - Users can select accounts without changing their agent's harness or model. ## Linked Issues or Issue Description Problem or motivation AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. Proposed solution Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. Alternatives considered A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. Roadmap alignment This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add compact AI-account management to the existing Connectors pages. - Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome, and authentication controllers. - Add the shared connection picker to agent setup/settings and task requests. - Preserve onboarding's sequence and reuse existing accounts. - Add local-login recovery, retry, cancellation, and React StrictMode handling. - Add interactive Storybook scenarios, design-guide examples, and app acceptance checks. This is part 2 of the AI Connections change. The runtime foundation in #13247 is merged. This PR now targets master. ## Verification - Updated against master `47ded8bf9`, including the landed runtime foundation and upstream task-search changes. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All CI test, browser, build, packaging, and runner jobs passed on final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh Greptile review is 5/5, the security scan passed, and there are no unresolved review threads. The final CI aggregate gates passed. - Local general-server coverage passed 11,804 tests; three port-collision failures passed in an isolated 25-test rerun. All 6,111 UI tests passed. CLI coverage passed 484 tests; its remaining doctor test requires port 3199, which is occupied by an unrelated report server on this Mac. The complete CLI suite passed in CI. - Live browser testing verified Codex API-key reconnect inside a task card on desktop and phone. Real provider runs resumed and completed with unchanged connection/grant identity and agent routing. - Tested opening, cancelling, reopening, and completing connection creation. A regression confirms Connect another account cannot submit the new-agent form or copy provider keys into agent settings. - Added shared inline repair, automatic local sign-in checks, and responsive connection dialogs. Standalone Daytona installation ignores workspace configuration and suppresses dependency scripts. Its standalone build also passed with CI's exact pnpm 9.15.4. - Destructive live tests are excluded by default. Explicit opt-in, local deployment checks, and matching disposable fixture identities are required before any mutation. ## Risks - Local Codex/Grok creation requires the connection-specific terminal login command. - Browser sign-in uses the existing supported-environment controllers. - This update verifies live local Claude detection and Codex API-key task repair. New subscription authorization/refresh and independent-human/native-runner isolation were not reverified in this update. - No agent automatically adopts managed Connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. 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 - [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 16:51:26 -05:00
DottaandPaperclip	e9828f8bf4	fix: reuse saved model connections during agent setup (#13161 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent setup connects each agent to a model provider. > - The organization can already hold subscription logins and API keys. > - The simplified setup flow did not consistently offer those saved credentials. > - This pull request restores reuse and selects a saved connection by default. > - Agents keep secret references, so reuse does not copy or rotate credentials. ## Linked Issues or Issue Description Related change: #13011. Searched public issues and PRs; no duplicate fix found. What happened? Onboarding and new-agent setup could ask for a new API key or sign-in despite an existing saved connection. A general environment auth signal could also be mistaken for the owner's saved Claude subscription. Expected behavior Offer saved credentials from the selected organization. Default to a saved subscription when one exists. Otherwise select a saved API key. Keep the option to enter a new key or sign in to another account. Steps to reproduce 1. Save a Claude or OpenAI API key, or complete a supported subscription login. 2. Add another agent with the same provider. 3. Open the provider connection step. 4. Check whether the saved credential is available and selected. Paperclip version or commit Reproduced on `5cb4f061d` after #13011. This branch is rebased onto current master. Deployment mode Built from source. Tested in an isolated local test drive with embedded storage and board access. ## What Changed - Add a shared saved-credential lookup and picker for active personal and organization keys. - Reuse saved Claude subscriptions and saved Codex account homes. Select an existing connection by default. - Preserve secret references through connection tests and agent creation, including the native Claude and Codex runner setup paths. - Store newly entered onboarding keys separately. Do not rotate another agent's key. - Keep explicit choices during metadata refresh. Prevent refreshes from remounting an active login panel. - Add integration tests and production-component Storybook stories. Document connection reuse. ## Verification - All 5,628 UI tests passed before rebase. - Twenty targeted server credential tests passed. - UI typecheck, UI build, token gates, and diff whitespace checks passed. - Browser walkthroughs covered onboarding and new-agent setup, saved keys, saved subscription fixtures, and new sign-in screens. - Live Claude and Codex API-key probes succeeded. Created both agents and confirmed that each retained its saved-secret reference. Both secret versions remained unchanged. Codex passed after one retry. - Live subscription authentication was not repeated. Subscription flows use fixture browser tests and integration tests. - After rebase and the cache fix, all 109 focused onboarding and agent-creation tests passed. - Full repository `pnpm build` and `pnpm -r typecheck` passed. - The full local test attempt encountered timeouts and embedded PostgreSQL startup failures under parallel load. All four affected suites passed in isolation: 20 tests, with no code changes. The complete CI matrix passed, including all workspace, general server, serialized server, browser end-to-end, build, typecheck, and canary dry-run checks. - Greptile reviewed commit `d53ddf6b82`: 5/5, successful check, no review threads. ## Risks - The default connection mode changes when saved credentials exist. A saved subscription takes priority over saved API keys; personal keys appear before organization keys. - A listed credential can be expired or unavailable in the selected environment. The existing connection test still checks it. - No database migration or API contract change is required. ## Model Used OpenAI Codex, GPT-6. The exact runtime model identifier and context-window size are not exposed in this session. Used reasoning, code execution, repository tools, and browser automation. ## 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 12:57:53 -05:00
TonioandClaude Fable 5	141c5b1340	feat(onboarding): Figma pass over the tenant arc (#12726 ) Takes the four tenant onboarding steps to the design, and makes the model choice explicit. Nothing is preselected on the connect step. It arrived with a source already chosen, which made the row read as a confirmation rather than a question and let a customer pass the step having touched none of it. The step now opens unanswered and cannot advance until a source is selected in the visible row. Two defects fell out of that, both found by Greptile in review: - A saved draft can name an adapter the row does not show — one the registry dropped, or one in the advanced list. The gate asked `sourcePicked`, which only means "a draft named something", so Next stayed live on a step that had visibly asked nothing and would hire against the hidden name. It now asks `sourceSelected`, read off the visible row, and the snap that replaces an unofferable adapter clears the pick rather than presenting its replacement as chosen. - Cmd+Enter bypassed that gate entirely, because the condition was written out twice and drifted. Both paths now ask one predicate. Also: selection is a fill rather than a border; the input canvas opens only for a chosen source; the close control is gone from every step (nothing downstream of the connect step works until a model is connected); the arc draws to the design's 424px column with a filled 44px name field; the CTA reads "Next" through the arc and "Get started" at the end; the login spinner reads "Preparing..."; the OAuth panels number their fields and show the URL above the code. Storybook: the arc stories waited for a button named "Connect" and had been silently rendering the wrong step since the CTA was renamed. They now wait on the destination heading. Three e2e specs had the same fault and now select a source before advancing. One test was removed rather than replaced — `hydrates again when the same company comes back through onboarding` drove the close control, and three substitutes each passed against a wizard with the behaviour deleted. The reason is recorded where it stood. Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for "create a new organization", and with no exit an existing user who changes their mind is trapped. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>	2026-09-02 12:19:15 -07:00
TonioandClaude Opus 5	42c6f8a424	Onboarding: model source tiles, one input canvas, and Storybook coverage for the agent arc (#12613 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New customers meet it through onboarding, whose last three steps run inside the tenant: create an agent, connect a model, review > - The connect step is the one that decides whether the agent can run at all, and it had drifted — three contributors changed it in parallel, and its visual language no longer matched the rest of the flow > - It also could not be looked at without a provisioned stack, so defects in it were only found by walking a real signup, and the review step behind it could not be reached at all when it failed > - This pull request brings the visual work onto the sign-in behaviour that already shipped, and adds Storybook coverage for all three steps > - The benefit is that the step is easier to read, and that it can now be inspected and driven before it ships rather than after ## Linked Issues or Issue Description What existing behavior does this improve? The onboarding connect-a-model step. It presented the model choice as a dropdown plus an "Advanced settings" disclosure, and put each credential type in a different place, so the controls below moved whenever the choice changed. Subsystem affected Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and its Storybook coverage. Current behavior The step offered every registered adapter through a disclosure. Credential entry appeared in a different shape per source. None of the three agent-arc steps could be rendered outside a provisioned cloud stack, so the sign-in panel and the review step were only reachable by walking a real signup. Proposed behavior Two brand tiles for the recommended sources, a link that switches between subscription and API-key credentials, and one canvas that holds whichever input the current choice needs. Storybook stories mount the real wizard against fixtures and walk it forward, so every step and its states can be inspected locally. Reason and benefit The step reads as one decision rather than three scattered ones, and its furniture stays still while the choice changes. The stories mean a regression in it is visible before release instead of during a signup. Breaking changes No API or schema change. One behavioural narrowing, described under Risks. ## What Changed - Replaces the adapter dropdown and "Advanced settings" disclosure with `ModelSourceTiles` — brand tiles for Claude Code and Codex. - Adds `CredentialModeLink`, a text toggle between subscription sign-in and API keys, replacing the disclosure. - Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or the API-key field and resizes between them, so the Connect button below does not move. - Keeps the existing sign-in behaviour unchanged. `AgentConfigForm` changes are presentation only — the provider name in the title, the CTA wording, and `space-y` to `gap`. No change to the login mutations, queries, or session handling. - Restores the sleep marks on the dormant agent for the two steps before the hire. - Adds Storybook stories for all three agent-arc steps, with fixtures for the environments, auth signal, both adapters' login flows, and the hire. - Copy: names the provider being signed in to ("Sign in to Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name helper text. ## Verification - `pnpm vitest run src/components storybook` in `ui/` — 139 tests over the touched suites, 1986 across `src/components`. - `pnpm typecheck` in `ui/` — clean. - Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back button, steps 2 and 3 do. - The sign-in gate: on `Connect a model`, press Connect without signing in. It holds on step 2 and reports "No working authentication was found." On `Review`, which fixtures an authenticated signal, Connect reaches the review step. - Both providers' login flows: press Sign in on the Claude tile for the authorization URL and browser-code field, and on the Codex tile for the device URL and code. - The Claude sign-in was also walked end to end on a staging tenant, including the OAuth redirect and pasting the code back. ## Risks - Onboarding now offers two model sources instead of every registered adapter. `ModelSourceTiles` is fed the `recommended` set, which is `claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode and Paperclip Runner are no longer selectable during onboarding. This is deliberate. The full list is unchanged in agent settings, which is where an adapter can still be switched after the agent exists, and adding a source back is one `recommended: true` in `adapter-display-registry.ts`. Flagging it because it is the one behavioural narrowing here and it is not visible from the diffstat. - The API key entered on this step is held in component state and deliberately never written to the onboarding draft, because that draft is `localStorage`. A customer who leaves mid-step re-enters the key; that is the intended trade. - Storybook-only risk: the fixtures now answer the environment test from the story's auth state. If a future change moves the hire's gate off the `adapter_auth_missing` check code, the stories would keep passing while the product regressed. The gate is asserted in the adapter packages' own tests, not here. - Motion changes are low risk and reversible: the input canvas animates its contents only, and its container was deliberately left unanimated after an animated wrapper clipped the sign-in panel. ## Model Used Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking, tool use, and browser-driven verification of the Storybook stories. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-09-01 09:57:46 -07:00
TonioandClaude Fable 5	4436cf00a2	Render the onboarding agent arc's real steps in Storybook (#12369 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New tenants meet it through an onboarding wizard: create your agent, connect a model, review > - Those three screens only render for a signed-in account that owns a provisioned stack, so the only way to look at one was to walk a real signup > - Round 4 redesigned all three and shipped them without anyone seeing them render; when the connect step then failed on a live stack, the review step behind it could not be reached at all > - Storybook already mounts the app's provider stack and stubs `/api`, and already has an `Onboarding/Agent arc` story — but that story previews `AgentCapsule`, which the wizard stopped using in round 4 > - This pull request mounts the real wizard in Storybook at each step, and replaces the stale capsule stories with the component the arc actually renders > - The benefit is that these screens can be reviewed, and regressions seen, without provisioning anything ## Linked Issues or Issue Description No existing issue. Describing it inline, following `.github/ISSUE_TEMPLATE/enhancement.yml`. What existing behavior does this improve? Reviewing the tenant onboarding wizard. Today it can only be seen by signing up for a real account and provisioning a real stack. Subsystem affected `ui` — the onboarding wizard and its Storybook coverage. Current behavior `OnboardingWizard` renders only for a signed-in account that owns a company. There is no route, harness, or story that mounts it, so no screen in the agent arc can be looked at in isolation. The existing `Onboarding/Agent arc` story previews `AgentCapsule` in `slot`/`configured`/`online` and describes it as what "the wizard holds in one tree slot" — round 4 replaced that with `PillGuy` and `dormant`/`alive`, so the story documents a component the arc no longer renders. Proposed behavior Stories that mount the real `OnboardingWizard` at each of the three steps against the existing Storybook API fixtures, plus stories for `PillGuy` and its transition. Reason and benefit Round 4 shipped three redesigned screens that nobody could see. The connect step then failed on staging, which made the review step unreachable even with an account — reviewing it required hand-editing `localStorage`. Stories remove that whole class of problem. Breaking changes None. Storybook-only; no product code is touched. ## What Changed - `CreateYourAgent`, `ConnectAModel`, `Review` — the real wizard, per step. - `PillStates` and `PillMorph` — the two states, and the transition on a loop with a toggle. The morph is the arc's payoff and the hardest thing to judge from a still. - Replaces the `AgentCapsule` stories in this file with `PillGuy`. `AgentCapsule` is still used by `DesignGuide` and keeps its coverage there. - Four routes added to the Storybook fetch fixtures: `/api/instance/settings`, `…/environments`, `…/adapters/:type/models`. The empty environment list is the cloud-tenant shape, and also the state that produces the "no managed sandbox environment is available" notice — worth being able to look at rather than only meeting it on a live stack. ## Three properties of the wizard the stories had to respect Each of these cost a debugging cycle, so they are documented at the call site: 1. The draft is seeded during render, not in an effect. Roughly twenty `useState(saved?.x ?? default)` initializers read the restored blob exactly once, so a draft written after mount arrives too late. 2. Nothing mounts until the companies list settles. The wizard's own mount gate waits on `isFetching`, but that query is disabled until the account settles, and a disabled query is not fetching. Mounting straight away gets an inner wizard that reads a null draft, falls back to `initialStep`, and then persists that back over the seed. A real session never hits this because the dashboard has already loaded the list. 3. The review step opens with no `initialStep`. An explicit option takes precedence over saved state by design, so passing one clamps 5 to 4 and lands on Connect. ## Verification - `npx vitest run src/components/OnboardingWizard.test.tsx src/components/OnboardingWizard.step.test.tsx` — 44 tests, all passing. - `npx tsc -p tsconfig.json --noEmit` — no new errors. (`src/lib/sentry.*` reports pre-existing missing-type errors for `@sentry/browser` on master.) - Each of the three step stories loaded in a running Storybook and read back: - `create-your-agent` → "STEP 1 OF 3 / Create your first agent / Name / Next" - `connect-a-model` → "STEP 2 OF 3 / Connect a model / Paperclip works with your existing subscription or API keys. / Claude Code / Codex / Advanced settings / Connect" - `review` → "STEP 3 OF 3 / Let's get started... / Darnold is ready to work! / Get started" One difference from a real walk, worth knowing before treating a story as ground truth: the review story has no Back button, because `entryStep` is 5 there and back-navigation is bounded by where the run entered. ## Risks Low. Storybook-only — no product code, routes, or bundles change. The four added fetch fixtures are inside the Storybook mock and cannot affect the app. The one thing to watch: these stories mount the real wizard, so a future change to how it restores drafts or decides its initial step can break them. That is arguably the point — the stories would be the first place it shows — but it does mean they are coupled to internals rather than to a prop surface, and the three notes above are what a maintainer needs. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use: file editing, shell, and browser automation for loading and reading back each story. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-27 16:53:12 -07:00
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
Nicky LeachandPaperclip	8f1e3cfe24	feat(observability): add opt-in Sentry error monitoring for the server and the browser (#12190 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server and the browser need clear error reports when an operator enables external monitoring. > - Paperclip already uses an opt-in OpenTelemetry pattern for server traces. > - Sentry can provide error reports for both runtime paths when the operator sets one data source name. > - This pull request adds one opt-in Sentry gate for the server and the browser. > - The benefit is faster diagnosis while the default setup sends no Sentry data. ## Linked Issues or Issue Description What is improved? Paperclip gains optional error monitoring for server and browser failures. Subsystem affected Cross-cutting (server, UI, and shared authentication data). Current behavior Paperclip has no built-in Sentry error capture for server failures or browser boundary failures. Operators must inspect local logs and browser tools. Proposed behavior When the operator sets `SENTRY_DSN`, the server and authenticated browser use the same Sentry project. When the variable is absent, both paths stay inactive. The server loads Sentry dynamically and fails open when the optional package is absent. Reason and benefit Operators can inspect runtime errors in one Sentry project. The default setup remains local and sends no monitoring data. Breaking changes None when `SENTRY_DSN` remains unset. Authenticated session responses add the optional `sentryDsn` field. Additional context The implementation uses built-in Sentry privacy options. It disables default HTTP context and breadcrumb integrations and keeps `sendDefaultPii` false. ## What Changed - Add an opt-in server Sentry gate with dynamic package loading and fail-open behavior. - Add the Sentry data source name to the authenticated session response. - Add an authenticated browser Sentry gate and React error boundary capture. - Add tests for server, browser, route, and application error paths. - Document activation, installation, privacy settings, capture behavior, and operator controls. ## Verification - Run `npx vitest run server/src/__tests__/sentry.test.ts`. - Run `npx vitest run ui/src/lib/sentry.test.ts`. - Run `npx vitest run server/src/__tests__/auth-routes.test.ts server/src/__tests__/shutdown.test.ts`. - Confirm that the full continuous integration suite passes on this pull request. - Leave `SENTRY_DSN` unset and confirm that the server and browser gates stay inactive. - Set `SENTRY_DSN` and install the optional Sentry packages before a manual capture check. ## Risks The operator controls the Sentry project and accepts the data risk when the operator enables the feature. Error objects can contain messages, stacks, or cause chains with private values. The default configuration sends no data because the feature stays off without `SENTRY_DSN`. A missing optional server package does not stop server boot. ## Model Used OpenAI Codex, GPT-5, with tool use, repository inspection, GitHub CLI operations, and code review support. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-26 11:15:45 -07:00
DottaandPaperclip	f554d67377	fix(server): add explicit review verdict policies (#10931 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issues use `in_review` to request a final decision from an authorized writer > - The server rejected an assignee agent that tried to close its own review, even when the issue had no independent-review rule > - This rejection stopped the default agent workflow and did not represent the configured execution-stage rules > - Paperclip needs an open default and explicit issue-level constraints for teams that require an independent or human verdict > - This pull request removes the unconditional rejection and adds `anyone`, `not_creator`, and `human_only` review policies > - The benefit is a working default path with opt-in, authenticated verdict controls ## Linked Issues or Issue Description Refs #10635, #4429, and #10671. The related public work covers execution-stage independence, self-approval fallback behavior, and durable review paths. This change is distinct. It controls who can resolve an issue review verdict. It keeps configured execution stages active. ## What Changed - Added a nullable `review_policy` issue column. Null has the same meaning as `anyone`. The migration does not backfill existing issues. - Added shared create, update, response, and compact issue contracts for `anyone`, `not_creator`, and `human_only`. - Removed the unconditional agent self-approval rejection for `in_review` issues. - Added one reusable verdict-actor check for terminal status changes and pending interaction accept or reject actions. - Used the authenticated principal type for `human_only`. Agent keys and run tokens remain agent principals. - Used the latest transition into `in_review` to identify the requester for `not_creator`. - Added actionable 403 responses that name the policy, the allowed actor, and the next step. - Kept the configured execution-stage transition and signoff behavior. - Added focused contract, helper, status-route, interaction-route, and execution-stage regression tests. - Updated the implementation specification for the new issue field. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts --reporter=dot` passed: 42 tests. - `pnpm --filter @paperclipai/shared typecheck` passed. - `pnpm --filter @paperclipai/db typecheck` passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/server typecheck` passed. - `pnpm run typecheck:build-gaps` passed across server, CLI, plugin SDK/examples, plugin wiki, and UI. - `git diff --check origin/master...HEAD` passed. - SecurityEngineer review approved the authenticated-principal checks and accepted policy-relaxation tradeoff with no required changes. - Greptile reviewed the latest head at 5/5 with zero inline comments or follow-ups. - The latest-head GitHub rollup passed build, typecheck, server/workspace tests, serialized suites, canary, e2e, and external security checks. ## Risks - The migration adds one nullable text column. It has no default and no backfill. - `not_creator` reads the latest recorded transition into `in_review`. It denies the verdict when it cannot identify the requester. - Agents can change or relax `reviewPolicy` when they have issue write access. This is intentional for this issue-level control. - Null and `anyone` do not add a database query to the verdict path. - Configured execution-stage checks still run after the issue-level policy check. > This work aligns with the completed "Agent Reviews and Approvals" and "Enforced Outcomes" roadmap items. It does not add a new roadmap capability. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context-window size are not exposed to the agent. The run used reasoning, repository tools, code execution, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 23:12:41 -05:00
DottaandPaperclip	72b509c895	Recognize delivered workspaces and reap terminal worktrees (#10908 ) ## Thinking Path > - Paperclip separates workspace provisioning lifecycle from whether the work was actually delivered. > - Git ancestry alone cannot recognize squash merges or deliveries into a branch other than the workspace base. > - A merged pull request linked from a terminal issue is stronger delivery evidence for those cases. > - The read contract should expose that evidence without changing persisted workspace schema. > - Cleanup must remain conservative: terminal descendants, delivered work, and no active run checkout are all required. > - Reusing the existing cleanup primitives keeps service shutdown, lease cleanup, activity logging, and archival behavior consistent. > - Focused regression coverage locks in both the honest read signal and the fail-closed reaper guards. ## Linked Issues or Issue Description What existing behavior does this improve? Execution workspace close-readiness payloads and terminal workspace cleanup. Current behavior Delivered squash-merged or cross-branch workspaces can remain `active` and report a permanent “not merged” warning because git ancestry does not contain their original commits. Proposed behavior Read payloads distinguish PR-confirmed delivery, ancestry delivery, unmerged work, and unknown state. Fully terminal delivered workspace trees are archived only when no active run holds the checkout. Reason and benefit Operators and automation receive an honest delivery signal, while shipped worktrees stop looking active forever and genuinely unmerged work retains its warning. Breaking changes The workspace payload gains a derived field. Existing fields and persistence remain unchanged; no database migration is required. What happened? A delivered workspace can remain `active` and warn that it is not merged forever after its issue ships through a squash or cross-branch pull request. Expected behavior Pull-request delivery should be represented honestly, and a fully terminal delivered workspace should become cleanup-eligible when no run holds its checkout. Steps to reproduce 1. Create an issue workspace with commits ahead of its configured base. 2. Deliver those commits with a squash merge or into a different target branch. 3. Mark the source issue and descendants done, then read workspace close readiness. Before this change, the workspace remains active with a “not merged” warning indefinitely. ## What Changed - Added the derived `deliveryState` workspace contract: `merged_via_pr`, `merged_by_ancestry`, `unmerged`, or `unknown`. - Extracted a shared GitHub pull-request merge classifier and reused it for merge confirmations and workspace delivery checks. - Suppressed false ancestry warnings when a terminal issue has ground-truth merged-PR evidence. - Added an idempotent terminality reaper with descendant-terminal, active-run, and delivered-work guards. - Restricted PR delivery evidence to the source issue, then required live merged state plus matching GitHub repository, head branch, and current workspace HEAD; persisted status, stale PRs, lexical mentions, inbound references, and descendant PRs cannot authorize cleanup. - Preserved workspaces with modified or untracked files even when their committed HEAD was delivered. - Bounded both long-lived pull-request state caches to 1,000 entries with oldest-entry eviction. - Routed eligible workspaces through existing runtime shutdown, lease cleanup, activity logging, and archival machinery with exclusive Git index, HEAD, and branch-ref locks plus non-forced removal. - Added regression coverage for delivery derivation, warning behavior, reaper guards, scheduler wiring, and squash/cross-branch delivery. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose` — 63 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts --reporter=verbose` after review hardening — 43 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/external-objects-service.test.ts --reporter=dot` on the final local head — 73 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15 passed - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` — server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared 415 passed, and skills catalog 20 passed; the aggregate DB stage ran both source and built copies of one unrelated embedded-Postgres migration test and both reached its 5-second timeout - `pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts --reporter=verbose` — isolated aggregate-timeout verification passed in 3.99 seconds - `NODE_ENV=production pnpm build` - `pnpm check:token-gates` ## Risks The reaper intentionally fails closed when issue terminality, pull-request state, git ancestry, or checkout ownership cannot be proven. GitHub lookups can delay classification and cleanup but cannot cause an unproven workspace to be archived. Automated terminal archival holds exclusive Git index, HEAD, and branch-ref locks across validation and removal, skips configured destructive hooks, and uses non-forced removal so dirty writes fail closed. Reopening a source issue does not restore an archived workspace; it emits an audit event so a human or agent can re-provision explicitly. ## Model Used OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID or context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 16:34:04 -05:00
Dotta Paperclip Claude Fable 5	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
Dotta Paperclip Claude Opus 4.8	dcac49a4fd	feat(workspaces): defer isolated setup until runtime start (#10653 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Isolated workspaces give each task a safe and reproducible checkout. > - The existing setup cloned the development database before an agent needed to run the app. > - This made worktree creation slower and heavier for tasks that never start a service. > - Runtime services already use one server start path for heartbeat, operator, and startup recovery flows. > - This pull request moves heavy setup to that start path and keeps worktree creation lean. > - The benefit is faster isolated workspace creation with the same reliable runtime setup when a service starts. ## Linked Issues or Issue Description Related pull request: #10652 covers the initial deferred database-seeding slice. This pull request supersedes it with end-to-end runtime provisioning and safe cleanup. What existing behavior does this improve? This improves isolated worktree creation, runtime service startup, and isolated instance cleanup. Subsystem affected Cross-cutting: CLI worktree setup, server runtime orchestration, shared workspace contracts, and development scripts. Current behavior Paperclip seeds an isolated development database during worktree creation. It can also leave an isolated instance directory after workspace teardown. This work happens even when no runtime service starts. Proposed behavior Paperclip creates the worktree with a lean eager setup. It runs an idempotent runtime provision command before the first managed service spawn. Concurrent starts share one provision attempt. Teardown removes the isolated instance safely. Reason and benefit Many agent tasks only edit and test code. They do not need a running Paperclip instance. Deferring the database seed reduces workspace startup cost while preserving automatic setup for tasks that start the app. Breaking changes None. The new runtime provision command is optional. Existing workspace behavior is unchanged when it is absent. ## What Changed - Split Paperclip worktree setup into a lean eager script and an idempotent runtime provision script. - Added `runtimeProvisionCommand` to project, issue, realized workspace, and persisted workspace contracts. - Added a per-workspace provision mutex before local service spawn for heartbeat, operator, and startup recovery flows. - Added a persisted `provisioning` service state and the `workspace_runtime_provision` operation phase. - Kept provision time outside the service readiness timeout and made failed attempts visible and retryable. - Reclaimed isolated instance data during safe workspace teardown. - Serialized deferred database seeding across processes and bound teardown to the instance root captured in persisted workspace metadata. - Added tests for config flow, concurrency, retry, no-op behavior, readiness timing, scripts, CLI commands, and cleanup. - Documented the eager and runtime provisioning contracts. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase exposed one environment-sensitive AWS doctor assertion because the agent runtime injects static AWS credentials) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when non-secret provider config is present'` - Focused runtime tests cover serialized provisioning, retry after stderr failure, absent-command no-op behavior, operation logging, persisted state order, and readiness timeout exclusion. - Focused CLI and cleanup tests cover concurrent seed serialization, stale-lock fail-closed behavior, persisted instance ownership, and rewritten sibling pointers. ## Risks - A faulty runtime provision script blocks service startup. Paperclip records stderr, marks the service failed, and retries on the next start. - Concurrent service requests share an in-process provision attempt, while the seed command uses an atomic filesystem lock across processes. A stale lock fails closed and requires an operator to verify no seed is running before removing it. - Isolated instance cleanup is destructive. The cleanup service validates ownership and path containment before removal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and code execution. The service does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-02 10:37:10 -05:00
DottaandPaperclip	1de0a3bb1e	feat(mcp) [split 2/8]: add governed access contracts (#9557 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 2/8 and focuses on database schema and shared governance contracts > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The governed access model needs additive persistence and synchronized shared types before server enforcement can compile. - Proposed solution: Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared types/validators/gallery helpers, and the minimal compile-required contract consumers identified by boundary testing. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/01-demo-servers`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: QA for migrations/validators; Greptile on every PR. ## What Changed - Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared types/validators/gallery helpers, and the minimal compile-required contract consumers identified by boundary testing. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` — passed, including migration numbering and safety checks - `pnpm --filter @paperclipai/db test` — passed - `pnpm --filter @paperclipai/shared test` — passed ## Risks - Migration or contract mistakes could affect every upper layer; all migrations are additive/idempotent and compile consumers are included in this boundary. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-14 12:57:20 -05:00
DottaandPaperclip	555391fed7	fix: run restart recovery, workspace self-heal, quota-aware retries, failed-run metrics (#9183 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents run in heartbeat runs orchestrated by the server; run lifecycle, retry scheduling, and the dashboard's run-activity metrics are the subsystems involved > - A spike in "failed" tasks traced to three causes: server restarts killing in-flight runs and mislabeling them as failures, deterministic workspace-validation loops when a worktree's branch diverged, and provider quota/usage-limit errors being classified as generic transient failures (putting agents into error state and polluting metrics) > - Killed-then-recovered runs and quota waits are not product failures, so both the runtime behavior and the reporting needed to distinguish them > - This pull request drains runs gracefully on shutdown with idempotent restart retries, self-heals workspace branch mismatches, adds a quota-aware failure class with reset-time retry, separates recovered restart kills from true failures on the dashboard, and documents restart hygiene for operators > - The benefit is fewer spurious failures, automatic recovery instead of manual repair, and dashboard metrics that reflect real failure rates ## Linked Issues or Issue Description No public GitHub issue exists; describing the bug inline per the bug-report template: What happened? In-flight heartbeat runs are marked `failed` when the server restarts, even though a retry later succeeds. Worktrees whose checked-out branch diverges from the issue branch fail workspace validation on every subsequent run with no recovery path. Provider quota/usage-limit responses are treated as generic transient upstream errors, putting agents into an error state and retrying before the quota window resets. The dashboard counts all of these as true failures, inflating failure metrics. Expected behavior Graceful shutdown should interrupt (not fail) running runs and chain exactly one recovery retry. Workspace validation should repair recoverable branch mismatches automatically. Quota errors should get their own error class with the retry scheduled at the provider reset time and the agent left idle. The dashboard should report recovered restart kills separately from true failures. Steps to reproduce 1. Start a heartbeat run, then restart the server (SIGTERM) while it is in flight — the run lands as `failed` with a process-loss error code even when its retry succeeds 2. Check out an issue whose worktree branch has diverged (e.g. after a force-moved branch) — every subsequent run fails `workspace_validation_failed` deterministically 3. Drive an agent into a provider usage-limit window — the run fails as a generic transient upstream error and the agent enters an error state instead of idling until the reset time Paperclip version or commit master (base `c07e650cd`) Deployment mode Self-hosted dev plane (Linux, node server + embedded Postgres) ## What Changed - Graceful shutdown (SIGTERM hook) now marks in-flight runs `interrupted` instead of `failed` and enqueues an idempotent process-loss retry (pre-insert existence check on `retryOfRunId` prevents duplicates; bursts chain exactly one retry per interrupted run) - Run-liveness classification routes `interrupted` to `needs_followup` rather than `failed` - Workspace validation self-heals branch mismatch / missing-branch states instead of failing deterministically on every run - New `provider_quota` error class: session/usage-limit responses schedule the retry at the provider reset time and leave the agent idle (not errored); fixes a case where a quota-terminated run with subtype `success` was misclassified as failed; HTTP 529 remains transient - Dashboard run-activity query separates recovered restart kills from true failures via a recursive CTE over `retry_of_run_id` (ancestors of a succeeded retry count as recovered), adds a per-day failed-by-error-code breakdown, and binds the window start as a timestamptz string - Activity charts UI: amber "Recovered" segment with legend and per-day error-code tooltip; success-rate chart counts recovered runs as successes - New ops runbook: `docs/deploy/dev-plane-restart-hygiene.md` ## Verification - Greptile follow-up fixes on `992705edd`: `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/heartbeat-workspace-branch-containment.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` (209 tests); `pnpm --filter @paperclipai/server typecheck`; `git diff --check` - Post-rebase CI fixes: `pnpm exec vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts`; `pnpm exec vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/heartbeat-workspace-branch-containment.test.ts server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts` (227 tests); `pnpm --filter @paperclipai/server typecheck` - `npm test` server suites covering the changes: `heartbeat-process-recovery`, `heartbeat-stop-metadata`, `heartbeat-retry-scheduling` (95 tests), quota parse + execute/retry-scheduling suites (100 tests), workspace self-heal suites (200 tests), dashboard run-activity tests (3 tests) — all green, typecheck exit 0 - Dashboard CTE cross-checked against a real development database: two restart-burst days moved from 17 to 8 and 19 to 6 true failures once recovered kills were separated, matching manual retry-chain inspection - Screenshot verification of the real ActivityCharts component (recovered segment + tooltip) during QA ## Risks - Behavioral shift: runs killed by a restart no longer surface as `failed`; anyone consuming raw run statuses will see `interrupted` (new status value) — dashboards/queries in this repo were updated accordingly - Retry chaining on repeated restarts is bounded (one chained retry per interruption) but a pathological restart loop still delays work rather than failing it; the runbook covers operator hygiene for that case - Dashboard query adds a recursive CTE; cost is bounded by the day-window row count and was verified against production-sized data - No schema migrations; low migration risk ## Model Used - Claude (Anthropic) — claude-fable-5 via Claude Code / Paperclip agent harness, extended thinking with tool use; implementation commits also produced with Codex CLI (GPT-5 class) agents under the same harness ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-07 20:30:09 -05:00
DottaandPaperclip	518fc71cec	[codex] Add work timeline page (#8938 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is where operators inspect company activity, agent work, and issue progress. > - Existing board views show individual issue and run details, but they do not give operators a compact time-based picture of work across agents. > - A work timeline helps operators scan when agents worked, how handoffs happened, and where overlapping work occurred. > - This pull request adds a company-scoped Work Timeline page backed by the existing API surface and renders the timeline as a custom SVG Gantt-style view. > - The benefit is faster operator understanding of multi-agent execution without opening each issue thread individually. ## Linked Issues or Issue Description No public GitHub issue exists for this change. Subsystem affected: - ui/ — React + Vite board UI Problem or motivation: - Operators can inspect individual issues and runs, but there is no compact time-based view of company work across agents. - This makes it harder to scan overlaps, handoffs, retries, and activity windows without opening many issue threads. Proposed solution: - Add a company-scoped Work Timeline page in the board UI. - Render agent and system run spans as a custom SVG Gantt-style chart with packed overlap lanes. - Show issue color identity, kickoff attribution, hover-revealed delegation connectors, retry styling, zoom controls, a sticky actor gutter, and a minimap brush. - Keep human activity lightweight by showing human kickoff chips without plotting standalone human event rows. Alternatives considered: - Add the same information to existing issue-list or run-list views. That would preserve simpler UI, but it would not show temporal overlap or handoff paths clearly. - Build this as a plugin-only surface. That keeps core smaller, but the board already has the company-scoped route, navigation, and API client patterns needed for this operator workflow. Roadmap alignment: - `ROADMAP.md` does not list an existing duplicate work-timeline milestone. This supports the broader operator visibility direction around artifacts, enforced outcomes, and higher-autonomy execution. Additional context: - Storybook includes `Pages/Work Timeline` stories for hour/day zoom and a human-activity sample so reviewers can inspect the component without a live backend. ## What Changed - Added the Work Timeline page, route, sidebar entry, API client, query key, and company-prefixed route helper coverage. - Added a pure timeline layout transform for row packing, issue colors, kickoff attribution, connector calculation, tick selection, and duration formatting. - Added the custom SVG timeline chart with sticky actor gutter, hover-revealed connectors, zoom controls, minimap brushing, visible-range feedback, and issue navigation. - Added Storybook coverage plus sample fixtures for the work timeline. - Added and corrected focused UI tests covering layout, chart behavior, routing, sidebar behavior, and collapsed-sidebar expectations. - Addressed Greptile feedback for kickoff fallback ordering, minimap range math, document drag listener cleanup, and stable default `now` handling. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx src/pages/Timeline.test.tsx src/lib/company-routes.test.ts src/components/Sidebar.test.tsx src/components/RequestCollapsedSidebar.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `git merge-tree $(git merge-base HEAD origin/master) HEAD origin/master \| rg -n "<<<<<<<\|changed in both\|CONFLICT"` returned no conflicts. - Attempted Storybook screenshot capture with Playwright; Storybook ran locally, but Chromium could not launch in this container because native browser libraries such as `libatk-1.0.so.0` are unavailable and `npx playwright install-deps chromium` requires interactive sudo. ## Risks - Medium UI risk: this adds a substantial visual surface with custom SVG interaction logic, so browser-level review is still useful for responsive behavior and usability. - Low backend risk: this PR only adds a UI client/page around the existing timeline API contract and does not change database schema or server routes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 via Codex coding agent, with repository file access, shell command execution, GitHub connector access, and focused test execution. Exact context-window details are not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-06 07:57:23 -05:00
Dotta Paperclip Claude Opus 4.8	ad961227f5	feat(secrets): add user-specific runtime secrets (#8825 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs often need provider credentials, API tokens, and other environment-bound secrets. > - Company-level secrets work for shared credentials, but they do not model values that should differ by human operator. > - Without a user-scoped model, a run can dispatch without knowing whether the responsible human has supplied the needed value. > - Paperclip also needs run attribution to make those user-scoped runtime checks deterministic and auditable. > - This pull request adds user-specific secret definitions, per-user values, environment bindings, responsible-user attribution, and runtime resolution gates. > - The benefit is that teams can define the secret once, let each user provide their own value, and block runs before dispatch when required user secrets or active definitions are unavailable. ## Linked Issues or Issue Description Refs #224 Refs #6057 This PR implements user-specific secret support as a core secret-management capability rather than a one-off adapter setting. It is related to existing public work on company secrets UI and runtime secret refs, but is distinct because the value is owned by the responsible user and resolved at run dispatch time. Related PR search before opening found existing secrets work such as #1550, #8256, #8614, #8634, and #8647; none of those add the full user-secret definition/value/runtime gate covered here. ## What Changed - Added user-secret definitions and per-user "My secrets" values, keeping stored values out of access metadata. - Added `user_secret_ref` environment bindings and UI affordances to pick them alongside existing secret refs. - Added responsible-user runtime resolution so user-secret refs resolve against the human responsible for the run. - Added pre-dispatch missing-secret gates so runs fail before adapter dispatch when required user values are absent or definitions are inactive. - Added low-trust allowlist hardening for user-secret runtime access. - Added issue, routine, run, and agent API key responsible-user attribution and fail-closed dispatch behavior when attribution cannot be resolved. - Added denial-copy mapping so responsible-user authorization failures surface as actionable run outcomes instead of opaque setup failures. - Added OpenAPI documentation for the user-secret routes. - Rebases cleanly on current `master`; migrations were renumbered incrementally as `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant` after upstream `0126`/`0127` migrations. - Removed previously committed local design screenshots so the PR contains code/docs/tests only. ## Verification - PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on `paperclipai/paperclip:master`. - PASS: `git diff --check` - PASS: `git diff --name-only public/master...HEAD \| rg '^(pnpm-lock\\.yaml\|\\.github/workflows/\|screenshots/)' \|\| true` produced no files. - PASS: migration journal audit confirmed unique indexes through `130` with tail entries `0126_issue_comment_derived_attribution`, `0127_environment_custom_images_instance_scoped`, `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant`. - PASS: `pnpm --filter @paperclipai/ui typecheck` - PASS: `pnpm --filter @paperclipai/server typecheck` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-active-run-output-watchdog.test.ts src/__tests__/heartbeat-stale-queue-invalidation.test.ts src/__tests__/heartbeat-workspace-finalize-branch.test.ts src/__tests__/issue-monitor-scheduler.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts src/__tests__/heartbeat-plugin-environment.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/low-trust-red-team-routes.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` (55 tests) - PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` (89 tests after final Greptile cleanup fixes) - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests after the final rebase CI fix) - PASS: focused server Vitest batches covering heartbeat recovery, project env, plugin env, routines, low-trust, pipelines, monitors, watchdog, and stale queue paths. - PASS: GitHub checks are green on `2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck + Release Registry, Build, General tests, serialized server suites, e2e, Canary Dry Run, verify, security checks, and Greptile Review. - PASS: Greptile Review completed successfully on `2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5, and GraphQL review-thread audit returned zero unresolved non-outdated threads. ## Risks - Runtime behavior now depends on a run having a correct responsible user; missing or incorrect responsibility assignment can block runs before adapter dispatch. - `user_secret_ref` bindings intentionally expose metadata without values, but UI/API callers may need to handle the new binding kind explicitly. - External secret providers and IAM policies are not automatically provisioned by this PR; operators still need to configure provider-side access for non-local vaults. - The PR is broad across db/shared/server/UI/runtime paths, so release validation should include both API and UI secret workflows before merge. - The migration renumbering is intentionally incremental after upstream migrations; the branch migrations use guarded column/table/index/constraint creation so users who tested the older draft numbering should not hit duplicate DDL for the existing objects. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter with shell/tool use and code execution. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-05 05:58:20 -05:00
DottaandPaperclip	ec92728536	[codex] remove Work Timeline page from navigation (#8882 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The app shell exposes user-visible product surfaces through routes and the left navigation > - The Work Timeline frontend landed on `master` in related PR #8880 before the product surface was ready for general users > - The backend aggregation endpoint and shared DTOs can remain available for continued iteration without exposing the page in the main app > - This pull request removes the visible `/timeline` route, sidebar entry, page implementation, chart component, and Storybook fixtures > - The benefit is that users no longer see an unfinished Work Timeline page on `master`, while future work can continue from a preserved branch/workspace ## Linked Issues or Issue Description No public GitHub issue exists for this rollback request. Bug-style description: - What happened: A Work Timeline page was exposed in the app navigation before the surface was ready for users. - Expected behavior: Unready product work should not be visible from the default app shell on `master`. - Steps to reproduce: Open the app on current `master`; the sidebar includes a `Timeline` item that routes to `/timeline`. - Paperclip version/commit: `60f7fb422394c94618b8eef27ae032702004f544`. - Deployment mode: Local app / standard Paperclip app shell. - Related public PR: #8880. ## What Changed - Removed the `/timeline` route and `Timeline` page import from the app route table. - Removed the `Timeline` sidebar item and unused `GanttChartSquare` icon import. - Deleted the frontend Work Timeline API wrapper, chart component, layout helper, page, Storybook story, and sample fixtures. - Removed the now-unused `queryKeys.workTimeline` entry. - Left the backend timeline endpoint and shared DTOs intact so the data contract can continue to be developed off the preserved work. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - Searched the frontend for stale `workTimeline`, `WorkTimeline`, `/timeline` route/sidebar, and `GanttChartSquare` references after deletion. ## Risks - Low runtime risk: this removes an app route and navigation entry for an unfinished surface. - Deep links to `/timeline` will now fall through to the app's existing not-found behavior. - The backend endpoint remains available; if the intent was to remove the API too, that should be handled in a separate, explicit PR. ## Model Used OpenAI Codex coding agent, GPT-5-based model, with shell/tool use for repository inspection, code editing, git, and GitHub CLI operations. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-02 14:52:09 -05:00
Dotta Paperclip Claude Opus 4.8	60f7fb4223	PAP-12424 Work Timeline — Phase C: frontend Gantt page (Direction C) (#8880 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need to see how work actually flowed across their agents over time — who was invoked, what they worked on, and how work was delegated between them > - The dashboard shows point-in-time state but nothing reconstructs the temporal, cross-actor picture of heartbeat runs and delegations > - A read-only company work-timeline endpoint was landed first (server aggregation over runs/issues/activity); it had no frontend > - This pull request adds the Gantt-style Work Timeline page that renders that endpoint, plus the small additive server contract change it needs (shared DTOs + a task title on each span) > - The benefit is a single dense view — actor rows, concurrency lanes, delegation connectors, zoom and a mini-map — that makes agent activity legible without an N+1 fetch storm from the client ## Linked Issues or Issue Description No public GitHub issue. Problem, in-PR: - Gap: the company work-timeline aggregation endpoint has no UI. There is no way to visually inspect how heartbeat runs unfolded over time or how work was delegated between agents. - Solution: a dashboard-adjacent Gantt-style page at `/:companyPrefix/timeline`, linked from the sidebar's "Work" section, rendering runs as bars on per-actor rows with delegation connectors, kickoff chips, zoom, a lens filter, and a mini-map. - Built with React + custom inline SVG (no chart dependency; consistent with the existing Tailwind/Radix stack). ## What Changed - Frontend Gantt page (`ui/src/pages/Timeline.tsx`, `ui/src/components/timeline/WorkTimelineChart.tsx`): actor rows (agents/system only — humans never get a row), overlapping runs packed into concurrency sub-lanes, bars = heartbeat runs with a left colour tab for issue identity, truncated task title + timing/status on hover, click-through to the task. - Human activity markers & human rows for kickoff/delegation involving people, without giving humans their own run lane. - Kickoff avatar chips at each bar's leading edge; straight agent→agent delegation connectors (dashed for retries/changes-requested); in-progress runs extend to a dashed "now" line and fade out. - Zoom (hour/day/week, auto-fit), full-window mini-map with a draggable brush, lens filter (Everyone / per-user, server-side), and colour by task / by status. - Pure layout/transform module (`ui/src/lib/timeline/layout.ts`) — packing, kickoff derivation, connector resolution, scales — unit-tested in isolation. - Server contract (additive): moved the `WorkTimeline` DTOs into `@paperclipai/shared` so the aggregation service and the UI consume one contract; added `issueTitle` to each span so the tooltip shows the task title with no N+1 client fetch. - Sidebar link, query keys, API client (`ui/src/api/workTimeline.ts`), and a Storybook story with fixtures. ## Verification - `pnpm --filter @paperclipai/shared build` ✅ - `pnpm --filter @paperclipai/server typecheck` ✅ · `pnpm --filter @paperclipai/ui typecheck` ✅ - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx` ✅ (15/15) - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/work-timeline-service.test.ts` ✅ (5/5) — the DTO move + `issueTitle` are additive; existing service tests use `objectContaining` and still pass. - Rendered `WorkTimelineChart` headless against a real slice of company activity via a Storybook story; manual browser QA of the live page passed on the feature branch. ## Risks - Low risk.* The change is UI-only plus an additive server DTO refactor (types relocated to `@paperclipai/shared`, one new optional field). No schema/migration changes, no change to endpoint behaviour beyond the extra `issueTitle` field. The page is behind its own route and does not alter existing views. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), via Claude Code with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above (only the merged endpoint PR #8875 is related; no duplicates) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-02 12:54:16 -05:00
DottaandClaude Opus 4.8	f3f50e2ecd	[codex] Preselect vault when importing secrets (#8614 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operator secrets and provider vaults let a company connect external secret stores without copying every value manually. > - The existing AWS Secrets Manager import dialog already supports importing remote secrets from any eligible vault. > - From the Provider vaults tab, operators can see a specific vault row, but there was no row-level import action that preserved that vault context. > - That meant importing from a specific vault required opening the generic import dialog and reselecting the intended provider config. > - This pull request adds a row-level refresh/import action that opens the import dialog with the selected vault preselected. > - The benefit is a tighter, less error-prone flow when a company has multiple AWS provider vaults configured. ## Linked Issues or Issue Description No public issue exists for this small UI follow-up. Problem description: - Users with multiple AWS Secrets Manager provider vaults need to refresh/import secrets from the vault they are currently looking at. - The existing import dialog defaulted to the configured default vault or first eligible vault, even when the operator initiated the flow from a specific provider-vault row. - This creates extra selection work and makes it easier to import from the wrong vault. Related public PRs: Refs #5429, #8586. ## What Changed - Added a Provider vaults row action for AWS Secrets Manager configs to refresh/import existing remote secrets. - Threaded an optional initial provider config id into `ImportFromVaultDialog` so the selected vault is preselected when eligible. - Reset the initial vault selection when the dialog closes or routes to vault management. - Added render coverage proving the row action opens the import dialog and previews against the selected vault id. ## Verification - `pnpm exec vitest run ui/src/pages/Secrets.render.test.tsx` passed: 1 file, 9 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. ## Risks Low risk. This is UI-only behavior scoped to AWS Secrets Manager provider-vault rows and the existing import dialog. The main risk is that future provider types may need their own row-level import labels or eligibility rules instead of sharing this AWS-specific action. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex via Paperclip/Codex local agent, with repository file access, shell command execution, GitHub CLI, and TypeScript/Vitest verification. Exact context-window metadata was not surfaced in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-26 17:44:52 -05:00
scotttong Paperclip Claude Opus 4.8 Dotta	eaef47f4c7	Information Architecture + project/agent visual refresh (experimental) (#7543 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the control surface for issues, projects, agents, goals, workspaces, and operator settings. > - The existing navigation and list surfaces make several high-frequency workflows feel harder to scan than they should, especially around projects and agents. > - The product direction is to improve those surfaces without breaking the existing route model or forcing a new IA on every operator at once. > - This pull request now keeps the dependent IA, project identity, and agent-list visual refresh work together while the Issue-to-Task copy migration is split into #7651. > - The benefit is a clearer left nav, better project identity, denser agent/project list rows, and brand-aligned status treatment while preserving the classic default experience behind a flag. ## Linked Issues or Issue Description Refs #7645 Refs #7651 Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59, PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76, PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89. ## What Changed - Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates sidebar presentation so classic navigation remains the default. - Adds project icon persistence, validation, portability, picker UI, and `ProjectTile` rendering while defaulting new projects to neutral gray. - Adds projects-list task-count and budget summary data with focused server/shared/UI coverage. - Refreshes agent list rows, row actions, active/recent sidebar behavior, and status capsule/chip styling for the approved brand state system. - Removes the placeholder Conference room and Artifacts nav/routes from the finalized experimental nav direction. - Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from this PR diff; the copy migration now lives in #7651. ## Verification - Existing branch verification from the authored commits: UI typecheck, targeted unit tests, and light/dark visual checks for `/agents`, agent detail, and design-guide status states. - Maintainer cleanup verification on `75e34e5`: `git diff --check origin/master...HEAD` passed, the `design/` diff is empty, and the PR diff is 61 files, below Greptile's 100-file review limit. - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests. - CI and Greptile should rerun on the latest push. ## Risks - Broad UI surface area: the experimental flag keeps the classic nav default, but changed shared components such as `EntityRow`, `ProjectTile`, and agent status badges could affect multiple pages. - Database migration: `projects.icon` is additive and nullable, but migration ordering and portability import/export must stay aligned. - The Issue-to-Task copy migration is now separated into #7651, so reviewers should evaluate this PR as IA/project/agent presentation work only. - Visual regressions are possible across smaller widths because the PR intentionally changes dense list-row layouts. ## Model Used Claude Opus 4.8 assisted the original feature commits. Paperclip-Paperclip agents assisted some planning/design commits. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed this PR-readiness cleanup and split. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com>	2026-06-06 09:17:27 -05:00
DottaandPaperclip	d67347be77	[codex] Provider vault secrets UX (#6381 ) ## Thinking Path > - Paperclip orchestrates AI agents that need scoped, auditable access to secrets > - Hosted and external deployments need provider vault configuration without exposing secret values in Paperclip metadata > - AWS Secrets Manager vault setup previously required too much manual operator knowledge > - Provider vault discovery and removal belong together as an independent secrets-management improvement > - This pull request adds AWS provider vault discovery/prefill plus vault removal flows > - The benefit is a safer operator path for configuring external secret storage before higher-level cloud workflows depend on it ## What Changed - Added shared validators/types for AWS provider vault discovery payloads and safe provider metadata. - Implemented AWS provider vault discovery preview on the server. - Added provider vault removal service/route behavior. - Added Secrets page UI for discovery prefill, removal messaging, and related rendering coverage. - Added Storybook provider-vault fixtures and captured screenshots for the new UX states. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm exec vitest run packages/shared/src/validators/secret.test.ts server/src/__tests__/aws-secrets-manager-provider.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts ui/src/pages/Secrets.render.test.tsx` - Result: 4 files passed, 1 embedded Postgres-backed file skipped on this host because local Postgres init was unavailable. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Secrets.render.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot capture against `Product/Secrets` on `http://127.0.0.1:60381/iframe.html?id=product-secrets--secrets-inventory&viewMode=story&globals=theme:dark` ## Screenshots Provider vaults tab after this change: ![Provider vaults tab](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-provider-vault-secrets/doc/screenshots/pr-6381/provider-vaults-tab.png) AWS discovery candidate flow: ![AWS discovery candidate flow](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-provider-vault-secrets/doc/screenshots/pr-6381/aws-discovery-candidates.png) Provider vault removal confirmation: ![Provider vault removal confirmation](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-provider-vault-secrets/doc/screenshots/pr-6381/remove-provider-vault-confirmation.png) ## Risks - Secret provider metadata handling must remain non-sensitive; validators reject credential-bearing Vault URLs and sensitive AWS discovery keys. - AWS discovery depends on deployment credentials being configured correctly outside Paperclip-managed company secrets. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-19 15:50:23 -05:00
DottaandPaperclip	03ad5c5bea	[codex] Add issue document locking (#6009 ) ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-15 08:54:55 -05:00
Dotta Paperclip Claude Sonnet 4.6	778e775c35	Add secrets provider vaults and remote import (#5429 ) ## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD \| grep '^pnpm-lock\.yaml$' \|\| true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures. ![Secrets inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png) ![Secret binding picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png) ![Environment editor with secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png) ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent with local shell/tool use in the Paperclip worktree. Exact context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-09 18:22:17 -05:00
DottaandPaperclip	a1b30c9f35	Add planning mode for issue work (#5353 ) ## Thinking Path > - Paperclip is a control plane for autonomous AI companies. > - Issues are the core unit of work, and issue comments are how board users and agents coordinate execution. > - Some issue conversations need to produce plans and approvals instead of immediate implementation work. > - The existing issue contract did not distinguish standard execution comments from planning-oriented issue work. > - This pull request adds an issue work-mode contract and board UI affordances for standard vs planning mode. > - The benefit is that planning-mode issues can be created, displayed, discussed, and carried through agent heartbeat context without losing the normal issue workflow. ## What Changed - Added `standard` / `planning` issue work-mode contracts across DB, shared validators/types, server issue flows, plugin protocol, and adapter heartbeat payloads. - Added an idempotent `0081_optimal_dormammu` migration for `issues.work_mode`, ordered after current `public-gh/master` migrations. - Updated heartbeat/context summaries and issue-thread interaction behavior so planning work mode is preserved when creating suggested follow-up issues. - Added UI support for planning-mode issue creation, issue rows, detail composer styling, and composer work-mode toggles. - Added focused server/shared/UI tests plus a Playwright visual verification spec for planning-mode surfaces. - Rebased the branch onto current `public-gh/master` and added durable planning-mode screenshots under `doc/assets/pap-3368/`. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/issue.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx` - `pnpm exec vitest run --project @paperclipai/adapter-utils packages/adapter-utils/src/server-utils.test.ts` - `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` ## Screenshots Desktop planning detail: ![Desktop planning detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-detail.png) Desktop planning row: ![Desktop planning row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-row.png) Desktop staged standard toggle: ![Desktop staged standard toggle](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-standard-toggle.png) Mobile planning detail: ![Mobile planning detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-detail.png) Mobile planning row: ![Mobile planning row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-row.png) ## Risks - Medium migration risk: this adds a non-null issue column. The migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied an older branch-local migration number can still apply the final numbered migration safely. - Medium contract risk: issue payloads, plugin payloads, and adapter heartbeat payloads now include work mode; compatibility is handled by defaulting missing values to `standard`. - UI risk is moderate because composer controls changed; focused component tests and visual e2e coverage exercise standard vs planning display and toggle behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in a local Paperclip worktree, with shell/tool use. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 07:01:28 -05:00
DottaandPaperclip	1991ec9d6f	[codex] Split backend control-plane QoL slice (#4700 ) ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so backend task ownership, recovery, review visibility, and company-scoped limits need to stay enforceable without UI-only coupling. > - Closed PR #4692 bundled those backend changes with UI workflow, docs, skills, workflow, and lockfile churn. > - PAP-2694 asks for a clean backend/control-plane slice from that closed branch. > - This branch starts from current `master` and mines only the `cli`, `packages/db`, `packages/shared`, and `server` contracts/tests needed for the backend behavior. > - It explicitly excludes UI workflow/performance work, `.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills, package-script, adapter UI build-config, and perf fixture script changes; the only UI files are fixture/test updates required by the tightened shared `Company` contract. > - The benefit is a smaller reviewable PR that preserves the control-plane fixes while staying under Greptile s 100-file review limit. ## What Changed - Added company-scoped attachment-size limits through DB schema/migrations, shared company portability contracts, CLI import/export coverage, and server attachment upload enforcement. - Added productivity review service/API behavior for no-comment streak, long-active, and high-churn review issues, including request-depth clamping and issue summary exposure. - Hardened issue ownership and recovery/control-plane paths: peer-agent mutation denial, issue tree pause/resume behavior, stranded recovery origins, and related activity/test coverage. - Preserved related backend contract updates for routine timestamp variables and managed agent instruction bundles because they live in shared/server contracts from the source branch. - Addressed Greptile feedback by making `Company.attachmentMaxBytes` non-optional, simplifying review request-depth clamping, fixing the migration final newline, and enforcing the process-level attachment cap as the final ceiling for uploads. - Added minimal company fixtures needed for repo-wide typecheck/build and kept the PR to 66 changed files with forbidden/non-slice paths excluded. ## Verification - `pnpm install --frozen-lockfile` - `git diff --check origin/master..HEAD` - `git diff --name-only origin/master..HEAD \| wc -l` -> 66 files - `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml pnpm-lock.yaml package.json doc skills .agents scripts packages/adapters` -> no output - `pnpm exec vitest run --config vitest.config.ts packages/shared/src/validators/issue.test.ts packages/shared/src/routine-variables.test.ts packages/shared/src/adapter-types.test.ts cli/src/__tests__/company-import-export-e2e.test.ts cli/src/__tests__/company.test.ts server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-tree-control-service.test.ts server/src/__tests__/issue-tree-control-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests passed - `pnpm exec vitest run --config vitest.config.ts cli/src/__tests__/company-delete.test.ts cli/src/__tests__/company-import-export-e2e.test.ts server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18 tests passed - `pnpm exec vitest run --config vitest.config.ts server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests passed - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter paperclipai typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck && pnpm --filter @paperclipai/ui build` ## Risks - Includes migrations `0073_shiny_salo.sql` and `0074_striped_genesis.sql`; merge ordering matters if another PR adds migrations first. - This is intentionally backend-only apart from fixture/test updates forced by shared type correctness; UI affordances from PR #4692 are not present here and should land in separate UI slices. - The worktree install emitted plugin SDK bin-link warnings for unbuilt plugin packages, but the targeted tests and package typechecks completed successfully. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected; check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub workflow. Exact runtime context window was not exposed by the harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-28 16:46:45 -05:00
DottaandPaperclip	2de893f624	[codex] add comprehensive UI Storybook coverage (#4132 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The board UI is the main operator surface, so its component and workflow coverage needs to stay reviewable as the product grows. > - This branch adds Storybook as a dedicated UI reference surface for core Paperclip screens and interaction patterns. > - That work spans Storybook infrastructure, app-level provider wiring, and a large fixture set that can render real control-plane states without a live backend. > - The branch also expands coverage across agents, budgets, issues, chat, dialogs, navigation, projects, and data visualization so future UI changes have a concrete visual baseline. > - This pull request packages that Storybook work on top of the latest `master`, excludes the lockfile from the final diff per repo policy, and fixes one fixture contract drift caught during verification. > - The benefit is a single reviewable PR that adds broad UI documentation and regression-surfacing coverage without losing the existing branch work. ## What Changed - Added Storybook 10 wiring for the UI package, including root scripts, UI package scripts, Storybook config, preview wrappers, Tailwind entrypoints, and setup docs. - Added a large fixture-backed data source for Storybook so complex board states can render without a live server. - Added story suites covering foundations, status language, control-plane surfaces, overview, UX labs, agent management, budget and finance, forms and editors, issue management, navigation and layout, chat and comments, data visualization, dialogs and modals, and projects/goals/workspaces. - Adjusted several UI components for Storybook parity so dialogs, menus, keyboard shortcuts, budget markers, markdown editing, and related surfaces render correctly in isolation. - Rebasing work for PR assembly: replayed the branch onto current `master`, removed `pnpm-lock.yaml` from the final PR diff, and aligned the dashboard fixture with the current `DashboardSummary.runActivity` API contract. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build-storybook` - Manual diff audit after rebase: verified the PR no longer includes `pnpm-lock.yaml` and now cleanly targets current `master`. - Before/after UI note: before this branch there was no dedicated Storybook surface for these Paperclip views; after this branch the local Storybook build includes the new overview and domain story suites in `ui/storybook-static`. ## Risks - Large static fixture files can drift from shared types as dashboard and UI contracts evolve; this PR already needed one fixture correction for `runActivity`. - Storybook bundle output includes some large chunks, so future growth may need chunking work if build performance becomes an issue. - Several component tweaks were made for isolated rendering parity, so reviewers should spot-check key board surfaces against the live app behavior. ## Model Used - OpenAI Codex, GPT-5-based coding agent in the Paperclip harness; exact serving model ID is not exposed in-runtime to the agent. - Tool-assisted workflow with terminal execution, git operations, local typecheck/build verification, and GitHub CLI PR creation. - Context window/reasoning mode not surfaced by the harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-20 12:13:23 -05:00