120 Commits
Author SHA1 Message Date
DottaandPaperclip 0e0b63e5a5 feat(connections): add experimental task-pinned AI routing (#14967)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00
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
DottaandPaperclip cc67d4e1d8 fix: preserve steering and recover stopped task conversations (#15015)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task conversation must let a user guide a running agent and resume
stopped work.
> - The active run owns its input protocol, even when the user changes
the next model or effort.
> - Queue delivery waits for a provider receipt, which must be able to
persist during the request.
> - A stopped startup also needs a clear user action that passes normal
task admission.
> - This pull request fixes steering delivery, makes queue actions
immediate, and restores explicit continuation.
> - The benefit is a responsive conversation that can recover without
losing saved input.

## Linked Issues or Issue Description

**What happened?**

A queued message could change from Steer to Interrupt while a native run
prepared. A steer request could wait on its own database lock and fail
to deliver. A stopped startup could then leave the conversation without
a working Retry or message continuation. Interrupt also waited for the
server and showed a toast.

**Expected behavior**

The active run keeps its input protocol. Steer delivers input to that
run. Steer and Interrupt clear the submitted queue rows and show the
input in the conversation immediately. Failed delivery restores the
latest queue with an inline error. An eligible stopped run offers Retry,
and authenticated user input can start a fresh turn through normal task
admission.

**Steps to reproduce**

1. Start a task with a native Paperclip Runner.
2. Change the selected model or effort while that run prepares.
3. Queue a message and press Steer.
4. Observe the provider receipt and queue state during the request.
5. Stop a startup before its provider process begins, then try Retry or
send a new message.
6. Repeat queued delivery with a legacy runner and press Interrupt.

**Paperclip version or commit**

Reproduced on the parent of this branch, `59c07ede7`.

**Deployment mode**

Authenticated private deployment. The fixes also cover local task
conversations.

Related work: Refs #12834, Refs #13354, Refs #13275. The open refactor
in #13160 moves the same queue route; it does not fix the receipt lock
or stopped-run continuation addressed here.

## What Changed

- Select queue behavior from the active run's immutable dispatch and
runtime resolution.
- Leave the run row unlocked during provider acknowledgement, then lock
and read it before merging the receipt.
- Retain queued input if the target run stops during that wait. Keep
inline delivery errors visible after empty queue updates.
- Permit exact Retry and authenticated continuation after verified
native startup cancellation. Preserve pause, approval, budget,
ownership, and process-stop gates.
- Carry undelivered native queue input into a fresh turn once the old
execution is confirmed stopped.
- Show Steer and Interrupt input in the conversation and clear submitted
composer rows immediately. Restore the latest queue inline on failure.
Remove delivery toasts.
- Keep optimistic delivery stable across stale polls, empty queues, and
paginated history. Preserve classic Interrupt error handling.
- Document recovery and optimistic delivery behavior. Add regression
tests across server, shared queue projection, and UI boundaries.

## Verification

- Red-green regression tests reproduced the queue protocol, receipt
lock, stopped-startup continuation, and optimistic delivery failures.
- The focused server route, continuation, queue, and runner boundary
suites passed during implementation.
- The queue-route suite passes with 78 tests. The three complete
conversation UI suites pass with 347 tests.
- UI typecheck, production build, and `pnpm check:token-gates` pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass. The local
monolithic `pnpm test:run` is still running; remote CI verifies the
complete suite on the latest commit.
- All CI gates pass on `bd9031ad56abfcde13d13a13488c1b9217c2fd3a`,
including the full test shards, runner verification, browser E2E,
typecheck, release registry, and canary dry run.
- Greptile reports 5/5 for that commit. Both review threads are
resolved.

## Risks

This changes queue display and explicit continuation admission. The UI
must restore rejected delivery without losing other-session edits. The
server must preserve concurrent provider result updates and must not
resume a process whose stop is uncertain. Focused tests cover these
boundaries. This change has no database migration.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 22:07:14 -05:00
Devin FoleyandPaperclip 22cea6b2e6 fix: bound sandbox bridge waits and flag silent runs sooner (#14979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sandbox agents exchange input and output through bridge control
commands.
> - A provider can stop responding to a command even when it receives a
timeout.
> - These small commands can inherit a four-hour agent lifetime and
block input or teardown.
> - The board also calls a silent run healthy for the first hour.
> - This pull request bounds bridge control waits and surfaces silence
sooner.

## Linked Issues or Issue Description

**What happened?**

A sandbox run can remain active when a bridge control command never
returns. The shared helper passes a timeout to the provider but does not
enforce it on the host. It also accepts the agent's hours-long timeout.
Output silence remains `ok` for an hour and becomes `critical` only
after four hours.

**Expected behavior**

Bound short bridge operations even if the provider never settles. Report
failed input delivery through the existing shutdown path. Warn after
five silent minutes and escalate after fifteen. Keep normal agent
command limits and require verified termination before releasing
execution ownership.

**Steps to reproduce**

1. Use a sandbox runner whose bridge read or input-upload promise never
settles.
2. Set its configured timeout to four hours.
3. Observe that the old queue client never returns or rejects.
4. Inspect a running task with 35 minutes of output silence. The old
summary still reports `ok`.

**Paperclip version or commit**

Base commit `d6d88b9de2`.

**Deployment mode**

Self-hosted server with sandbox execution.

**Agent adapter(s) involved**

Shared command-managed sandbox bridge, including Codex ACP sessions. The
informational silence thresholds apply to active runs across adapters.

Related: #14889 recovers stalled Daytona output streams; #14485 retries
explicit gateway failures during input delivery. This change bounds
short control operations whose provider promises never settle. It does
not add tool replay or automatic cancellation for output silence. #6297
proposes configurable per-agent silence thresholds; this patch only
changes the existing defaults.

## What Changed

- Enforce at most 30 seconds per bridge control shell command on the
host and provider, including callback startup and shutdown,
process-session launch, and payload setup. Preserve shorter configured
deadlines and launch environments.
- Keep the long-lived agent command outside this deadline. Use a fixed
timeout diagnostic without command payloads.
- Surface suspicious output silence after five minutes and critical
silence after fifteen minutes.
- Decouple the shared-workspace holder cutoff from warning thresholds
and preserve its existing one-hour value.
- Add regressions for hung reads, a late upload response, failed input
delivery, exact warning boundaries, and fresh output clearing warnings.
- Update the adapter guide and execution contract.

## Verification

- The three new queue-client regressions fail on the unchanged base and
pass with this patch.
- Final callback bridge and sandbox session suites: 214 passed. These
cover hung reads, writes, startup, shutdown, process-session launch,
payload setup, and the separate long-running agent limit.
- Stdin ordering and shutdown suite: 56 passed after the lifecycle
change.
- Daytona and watchdog coverage passed in the earlier focused runs.
Across the focused suites, 602 distinct tests pass.
- `pnpm -r typecheck` and `pnpm build`: passed. Server and adapter
typecheck/build also passed after their respective follow-up changes.
- `pnpm test:run`: attempted and stopped after known local failures.
Four chat/email cases used an external ancestor skill path, three
skill-cache cases failed on macOS, and one wakeup case timed out. The
wakeup case passes alone (1 passed, 27 skipped). This run spanned the
workspace-cutoff follow-up and also failed its new holder case; a fresh
final-head workspace suite passes all 19 tests. The interrupted run is
not a full local-suite pass or final-head verification.
- A filesystem queue-drain test failed once during the lifecycle rerun
and passed on the complete two-suite rerun. It uses the filesystem
client, outside the changed command-runner path.
- Complete CI on `ff2212c235`: 53 successful checks and two expected
skips, including the full test suite and canary packaging dry run. No
failed or pending checks.
- Greptile reviewed `ff2212c235` at 5/5. All review findings are
addressed, no threads remain unresolved, and the branch has no merge
conflicts with `master`.
- `git diff --check` and a scan of added text for secrets and private
identifiers passed.

## Risks

- A bridge control operation that needs more than 30 seconds now fails,
even if the caller selected a longer run lifetime. Agent commands retain
their own limits.
- Timing out a provider promise does not cancel the remote operation or
prove it stopped. Existing execution settlement still owns termination
verification. No uncertain tool action is replayed.
- Quiet healthy runs display warnings sooner. Existing snooze, continue,
and false-positive dismissal controls still apply. Silence alone does
not cancel a run, create review work, or change assignments.
- No schema or API shape change.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 15:29:41 -07:00
DottaandPaperclip 9786f6df56 fix(runner): preserve credential content in document saves (#14937)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Runner sends authorized tool calls to the control plane.
> - Agents use these calls to save plans and instruction files.
> - The Runner used diagnostic secret detection to reject execution
arguments.
> - Ordinary credential-related prose could reject a document save
before persistence.
> - This pull request forwards the original arguments and leaves
credential policy to the provider harness.
> - The benefit is reliable saves with useful diagnostic records.

## Linked Issues or Issue Description

Related foundation: Refs #12415 and #14430. No duplicate save-policy fix
was found.

**What happened?**

A `write_document` call failed before the server saved its plan. The
Runner reported `semantic tool input contains credential material;
refusing to execute altered arguments`. The detector also masked
ordinary phrases such as `secret manager` and `credential handling` in
diagnostics. Both TypeScript dispatchers had equivalent execution gates.
One dispatcher also rewrote structured approval and question payloads
before execution.

**Expected behavior**

Paperclip forwards authorized arguments unchanged. The provider harness
decides credential-content policy. Log and audit redaction does not
reject or rewrite save input.

**Steps to reproduce**

1. Send an authorized `write_document` call with a plan that discusses
credential handling.
2. Include an intentional credential value in the body to exercise
harness-owned policy.
3. The old Runner rejects the call. With this change, the document
service stores the exact body.
4. Diagnostic records still mask explicit credential values. Qualified
credential fields, short bearer values, opaque diagnostic pairs, and
valid encoded JSON token headers have regression coverage.

**Paperclip version or commit**

Reproduced at `c46e41e81c03cd3c8b64cf993615b604d7fe8c62`. The branch is
based on current `master`.

**Deployment mode**

Server deployment with the native Paperclip Runner. Local regression
tests use the real document service and an embedded test database.

## What Changed

- Remove credential-content vetoes from Rust admission and both
TypeScript semantic dispatchers.
- Preserve original structured approval and question arguments during
execution.
- Keep transport bounds, schema checks, authorization, idempotency, and
audit masking.
- Require explicit credential syntax or recognized formats for
diagnostic masking. Preserve ordinary prose, metadata, and dotted
identifiers.
- Test exact document persistence, replay, nested argument identities,
and masked audit copies.
- Remove obsolete retry guidance and document harness-owned credential
policy.

## Verification

- `cargo test --manifest-path
packages/paperclip-runner/runner/Cargo.toml --locked -p
paperclip-runner-core --lib --test acpx_event_payload --test
acpx_provider_state --test acpx_provider_turns`: 355 tests passed.
- Focused server and adapter tests: 189 tests passed after rebase. These
include the real document save and the complete tool-gateway suite.
- Semantic dispatcher and conformance tests: 34 tests passed.
- Diagnostic redaction and MCP tests: 46 tests passed, including all six
review examples.
- `pnpm -r typecheck` and `pnpm build` passed on the repaired branch.
- The broad local root suite was interrupted after database fixture
setup failures. The focused database suites passed. CI runs the complete
configured test lanes.

## Risks

- Authorized tool arguments can intentionally contain credentials. The
harness must enforce its content policy.
- Diagnostic detection is narrower. Explicit assignments, credential
fields, and recognized credential formats remain masked.
- The change does not add a database migration or change company
authorization.

## Model Used

- OpenAI GPT-6 through Codex. The session exposes the GPT-6 model
family; its exact runtime model identifier and context window size are
not exposed. Used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 14:19:41 -05:00
DottaandPaperclip 7d59de6113 feat(connections): probe provider usage limits on demand (#14936)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections store the AI accounts used by legacy and native runners.
> - Subscription accounts can reach session, weekly, model, or paid
usage limits.
> - Operators need to read these limits for a specific stored account
before making a routing decision.
> - This pull request adds an on-demand usage probe to the connection
service and account detail.
> - The result preserves provider limits, reset times, paid usage, and
unknown values for later consumers.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, the connection service and API, and the account detail
UI.

**Problem or motivation**

Managed AI accounts lack a common operation to read their current usage
limits. A local harness probe can read a different login from the
account selected for an agent.

**Proposed solution**

Add `aiConnectionService.probeUsage()` and a board-only connection usage
endpoint. Probe the selected credential grant on request. Support Codex,
Claude, and Grok subscriptions, plus OpenRouter API key limits.

**Alternatives considered**

Harness-specific automatic polling would couple the read to execution
and can read ambient credentials. This change uses the managed
connection credential and leaves scheduling and admission decisions to
later work.

**Roadmap alignment**

This extends the existing Personal & Shared AI Accounts capability. It
adds no routing or quota enforcement. Related: Refs #14459 for managed
OpenAI quota reads; Refs #14781 and Refs #13379 for downstream pacing
and budget work. This operation reads one requested account across all
three subscription providers.

## What Changed

- Add typed usage snapshots and a probe capability flag to managed AI
connections.
- Normalize Codex, Claude, Grok, and OpenRouter responses. Keep model
scopes, provider admission, reset periods, and paid allowances separate.
Preserve unknown values.
- Enforce company membership, credential audience, grant identity, and
connection lifecycle before reading the stored secret.
- Add a board-only `GET
/api/companies/:companyId/ai-connections/:connectionId/usage` endpoint
with `no-store` responses.
- Add manual **Check usage** and **Refresh** actions to account details.
Show compact usage bars, resets, admission and overage status; remove
repeated descriptions and account-default copy. Clear previous results
during a new request or error.
- Add Storybook previews using the production account components for all
four providers, initial checks, loading, and permission errors.
- Add provider, authorization, runner selection, API, and UI coverage.
Document provider sources and live qualification.

## Verification

- Initial provider, authorization, selection, API, and UI validation
passed (96 focused tests): `pnpm exec vitest run
server/src/services/ai-connection-usage.test.ts
server/src/__tests__/ai-connections.test.ts
ui/src/components/ai-connections/AiConnectionUsagePanel.test.tsx
server/src/__tests__/openapi-routes.test.ts`.
- `pnpm -r typecheck` passes for the initial implementation. After
simplifying the UI, 9 usage-panel and date-helper tests, UI typecheck,
token gates, and Storybook build pass. The initial feature module
boundary check also passed.
- Real Codex, Claude, and Grok credentials were saved to encrypted
disposable connections. The actual usage HTTP route returned 200 with
`status: ok`. Legacy and native runner selection checks passed. The
tests started no model turn and exchanged no refresh token. The
disposable databases and vaults were removed.
- Live Claude responses added structured scoped limits. Live Grok
responses omitted included-plan usage. Tests now cover both shapes and
preserve the Grok omission as unknown.
- The full workspace build passes. A full local test run hit a heartbeat
feedback timeout. That case passes in isolation. The duplicate local run
was stopped after all remote checks passed. The Slack ordering and
OpenCode transport CI flakes also pass in isolation and on the CI rerun.


- Current head: `ff3d479029a1c4248190323e221b2803cfb0d79d`. All 54
active checks pass. Two Storybook checks are intentionally skipped by
the workflow. Greptile is 5/5 with no unresolved review findings; the
branch is mergeable.

## Risks

- Subscription usage endpoints can change. Credentials can lack
usage-read permission. The probe returns explicit errors without fresh
limits in these cases.
- A successful probe can contain partial data. Missing utilization or
admission remains unknown. An enabled paid-usage switch does not prove a
funded balance.
- This change adds no migration. It does not change runner admission or
automatic provider selection. Provider requests use fixed endpoints,
disabled redirects, bounded response sizes, and a 15-second deadline.

## Model Used

OpenAI Codex, GPT-6, with reasoning, file editing, shell execution, and
HTTP tools. The session does not expose the exact runtime model variant
or context window size. Real provider credentials were used only for the
authorized live checks.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 11:47:14 -05:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external services.
> - AgentMail needs both a saved key and an inbox assigned to the agent.
> - Chat requests offered a setup link instead of an inline card and
could treat a saved key as complete.
> - Inbox setup also hid address conflicts behind a generic server error
and a separate review step.
> - This pull request makes AgentMail a default connection, adds the
inline card, reduces setup to two steps, and shows conflicts beside the
address.
> - Shared native dropdown styles also give every caret a consistent
inset.

## Linked Issues or Issue Description

**What happened?**

AgentMail requests in chat did not show a usable inline connection card.
Manual setup required extra screens, ignored saved account keys, and
could trap new-address setup in a locked inbox dropdown. Agent selectors
omitted the avatar from the selected value. A taken address could
produce an HTTP 403 from AgentMail and appear as an internal server
error. Native dropdown arrows also touched the right edge of their
fields.

**Expected behavior**

Make AgentMail available as a default connection. Ask for the API key
inline, with a direct link to its provider page. Default human access to
the company and agent access to the requesting agent. Resume the agent
only after an assigned inbox is active. Manual setup should ask for an
agent and email address, then finish. Address checks should run as the
user types. Taken addresses should show clickable alternatives. A domain
dropdown beside the name should prefer a verified custom domain. Setup
should suggest authorized saved AgentMail keys and show agent avatars in
the picker and selected value.

**Steps to reproduce**

1. Ask an agent to connect AgentMail when it has no assigned inbox.
2. Check that an inline API-key card appears and links to the provider's
API-key page.
3. Open AgentMail setup, choose an agent, and request an address that is
already taken.
4. Correct the inline error, refresh, and finish setup with the same
request ID.
5. Inspect native dropdown carets in light, dark, disabled, and
right-to-left states.

Uses the bounded provider-error parser merged in #14768. Related work:
#13256 introduced AgentMail; #14725 expanded connection search.

## What Changed

- Stop recurring email queries for tasks that have no email thread.
Share the query between the thread provider and activity view. Keep
email-task updates and invalidation-based discovery.
- Make AgentMail available without the experimental chat setting. Keep
the catalog, setup and management routes, agent Channels tab, task email
feed, receiving worker, and agent tools available by default. Other
experimental chat providers stay gated.

- Make the email address and copy icon a single clickable action with
the shared Copied! confirmation. Add View inbox linking directly to the
matching AgentMail console inbox, with the address encoded as one URL
path segment.

- Reorganize inbox Settings around the copyable email address, usage
instructions, and receiving status. Move reconnect credentials into a
disclosure and separate the Disconnect action. Add production Settings
stories for active, paused, unassigned-address, revoked, webhook,
long-address, mobile, and reconnect states. Show repair controls when
the inbox has an error. Keep usage instructions tied to an active inbox
with an address.

- Add AgentMail channel intents and an inline key field with the direct
API-key URL.
- Keep setup and retry state tied to the interaction. Require an active
inbox for completion. Preserve company and agent access checks.
- Reduce manual setup to agent selection and email selection. Put the
domain dropdown beside the address and default to a verified custom
domain. Preserve explicit choices across reloads. Keep receiving
settings under Advanced options.
- Check the initial address and edits after a 350 ms pause. Abort
superseded requests and ignore stale responses. Show clickable
suggestions and retain known creation conflicts across reloads.
- Add a company-scoped, manager-only address check using the saved
credential. Search the visible inbox list instead of fetching an
uncreated inbox: live AgentMail retains negative lookups that can break
subsequent access-key creation. Unlisted addresses remain unknown;
creation is authoritative.
- Suggest labeled saved AgentMail keys in both manual setup and the
inline card. Filter by company, provider, active credential, and
current-user grants on the server. Prefer an account key and preserve
the selected key or an explicit new-key choice across refresh. Use
verified scope metadata and bounded concurrent checks for legacy keys.
Never return secret values.
- Catch an inbox-only key before the email step. Allow its existing
inbox only after an explicit choice. Recover old locked drafts at the
key picker. Save the replacement key before retiring an empty draft,
then use a new setup URL so refresh preserves the switched account; stop
if cleanup fails. Preserve already allocated addresses and their
original accounts.
- Use the shared AgentSelect in email setup. Show the canonical agent
avatar in each option and the selected value, including other consumers
of the shared component. Add regression coverage for legacy and current
Lucide agent-mention icon formats.
- Start each catalog Add connection with a fresh setup identity. Honor
Finish setup's exact draft/account/address instead of resuming an
unrelated browser draft. Return Cancel and Done to Connectors and Email
settings to the inbox. Group the task/thread explanation in a How it
Works card.
- Route AgentMail catalog removal through the email inbox control API,
including unfinished drafts. Refresh both the catalog and inbox views.
- Render each inbox management tab separately. Access uses the saved
account grants and agent controls; Conversations and Activity use the
shared persisted email feed. Activity lifecycle actions use the email
API. Reconnect returns to inbox Settings. Conversation failures show a
retry instead of a false empty state. Email delivery recovery stays in
the task.
- Map documented provider address conflicts to a field error. Preserve
actionable messages for other failures.
- Preserve non-secret draft fields across refresh, scoped to the
requested agent. Never save API keys in browser storage. Resume partial
inbox creation with the original agent, address, and request ID.
- Show an already-created address with explicit retry and new-address
recovery instead of locked inputs. Preserve the original inbox and
resumable draft when choosing another address. Distinguish runtime-key
404 errors and log safe provider status/operation/code.
- Apply final agent access once within email setup authorization for a
new account whose original installs are unchanged. Preserve later
permission edits and reused account installs. Support in-place retry of
progress loading.
- Let a failed inline setup change keys after retiring an empty draft.
Persist its replacement setup identity without storing secrets. Recover
a server-saved account when refresh interrupts the save response, while
preserving intentional account changes.
- Render the production setup in Storybook and add error, recovery, and
mobile states.
- Inset native select carets in shared CSS. Preserve custom icons,
listboxes, keyboard behavior, and forced-color controls.
- Add browser regression coverage and an AgentMail Product E2E case with
persisted-state and rendered-card evidence.

## Verification

- Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and
`git diff --check` passed after the default-availability change.
- All 485 focused tests passed. These cover setup, management, catalog
and route gates, connection intents, email authorization, Cursor
execution, and the OpenAPI contract. All 39 email integration tests run
with the experimental chat setting off.
- The shared polling change passed four behavioral tests, UI typecheck
and build, and token gates.
- `tests/e2e/agentmail.spec.ts` passed with the actual server setting
off. This full-stack browser test uses simulated provider responses. It
covers catalog entry, saved keys, editable address and domain controls,
creation, conflicts, retry, all management tabs, clipboard feedback, the
provider link, and task email rendering.
- In the live local browser, Add connection reached the editable email
step with the saved account key. The verified custom domain was selected
by default. Both domain choices worked. The existing inbox Settings page
remained available. Both active inboxes completed new mail checks with
the setting off. No new provider inbox or email message was created for
this pass.
- Earlier live provider acceptance covered creation on a verified custom
domain, Finish connecting on the reported draft, successful mail checks
after refresh, and catalog removal of disposable draft and active
connections. Clicking the email address copied the exact address and
showed Copied!. View inbox opened the same inbox in AgentMail’s console.
No email messages were sent.
- Production setup and Settings Storybook builds and interactions
passed. Settings states include active, paused, unassigned, revoked,
webhook, long-address, mobile, and reconnect. Receiving and
revoked-access stories had zero accessibility violations.
- Full local `pnpm test:run` on an earlier revision completed with
14,709 passing, 87 skipped, and four transient failures. All four failed
cases passed in focused reruns without product changes. That serial full
local command was not repeated after each follow-up. The latest-head
full CI suite is the final test gate.
- CI found an obsolete browser assertion that hid every channel when the
flag was off. Updated it to keep AgentMail and the Channels surface
visible while preserving the GitHub chat route gates. All 11 provider
browser tests passed locally after scoping the Channels selector to the
agent sidebar. Two initial local attempts stopped at temporary Postgres
initialization. The passing run used a separate disposable database on
the existing local Postgres server; it was removed after the test.
- Updated the remaining sidebar and aggregator discovery assertions for
default AgentMail availability. Ordinary task fixtures now return no
email thread. All 128 sidebar/task-page tests and all 42 aggregator
tests passed locally.
- Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI
passed, with 54 successful checks including Snyk and two intentional
Storybook skips. The CI run is
https://github.com/paperclipai/paperclip/actions/runs/37020833647. A
fresh Greptile review scored 5/5 with no unresolved threads. Live model
evaluations and inbound/outbound email delivery were not run.

## Risks

- AgentMail no longer needs experimental opt-in. Setup still requires a
human to connect an account and assign an inbox. Inline setup creates an
inbox after a human submits a new or saved key. Company access, agent
access, inbox assignment, and completion checks remain enforced.
- AgentMail read APIs cannot prove global address availability. The
visible-list check is bounded to 100 entries and cannot see inboxes
outside the key’s scope. The UI reports this limitation, suggests
alternatives without claiming they are free, and keeps final creation
conflicts inline. Lookup outages show an error without preventing the
authoritative creation attempt.
- Native select CSS affects the whole app. Custom-icon selects and
multi-row lists are excluded. Forced-color mode keeps the browser caret.
- Saved-key discovery uses stored verified scope metadata and checks
authorized legacy credentials concurrently within a shared three-second
deadline. Provider outages mark legacy choices unavailable; users can
still enter another key. Final use rechecks authorization and provider
access.
- No database migration or transport default change. Live connection
remains the default.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
exact served 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 (focused suites; full-suite
limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (latest head
`b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
DottaandPaperclip 4039d4f06b fix(auth): allow scoped low-trust work and owner-chat instruction edits (#14870)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents must work within their assigned scope.
> - Task creation currently rejects these agents before checking
assignment permission or scope.
> - Persistent instruction saves also reject direct requests from
authorized chat owners.
> - This PR checks the requested action and its recorded authority
instead of denying all such work.
> - Agents can organize permitted work and follow their owner's
instruction-edit requests while outside work stays restricted.

## Linked Issues or Issue Description

**What happened?**

Low-trust agents cannot create self-assigned tasks or subtasks, even
within their allowed scope. An authorized user also cannot ask an agent
in their own Agent Chat to update its managed `AGENTS.md`. Agent-folder
collection can hide the permission rejection behind a generic save
failure.

**Expected behavior**

Allow task creation when assignment permissions and project or root-task
scope permit it. Allow instruction self-edits during authenticated
owner-chat execution, subject to the user's current edit permission.
Outside tasks, subtasks, connector messages, and peer agents do not
inherit that instruction authority. Explain the actual denial when a
save fails.

**Steps to reproduce**

1. Configure an active agent with `low_trust_review` and a project or
root-task boundary.
2. Ask it to create an in-scope task assigned to itself, or a subtask of
its own task.
3. As a user with permission to configure that agent, ask it in your
Agent Chat to update its managed `AGENTS.md`.
4. Observe blanket permission denials rather than action-specific
checks.

**Paperclip version or commit**

Rebased onto master at `8ec4b84e1`. This is a core authorization change,
independent of adapter choice.

**Deployment mode**

Authenticated server. Regression coverage uses the server services, HTTP
routes, native tool authority, and embedded PostgreSQL.

Related work: #14775 adds human-directed task execution. #13599 concerns
instruction-path configuration; this PR leaves that configuration
restricted. #11988 proposes separate active-review instruction
protection. #10693 reports unclear authorization denials on a different
API surface.

## What Changed

- Apply task-assignment checks to both HTTP creation routes and native
task creation, including unassigned work. Preserve low-trust policy and
source attribution on the created task and its initial plan.
- Allow self-assigned decomposition within the permitted project or
root-task tree. Resolve workspace-derived project scope before
authorization, and reauthorize existing tasks before duplicate detection
returns them. Keep cross-project and peer-assignment checks.
- Derive instruction self-edit authority from the accepted run identity
and authenticated owner-message wake. Recheck current permissions at
save time. Bind retries to the same request and chat session.
- Reject inherited instruction authority from outside tasks, subtasks,
plugins, connectors, stale sessions, cancelled runs, and peer edits.
- Surface permission errors in instruction and agent-folder save
receipts. Tell chat agents to explain the rejected action and the
specific restriction.
- Update the low-trust policy and implementation documentation.

## Verification

- All 297 tests in 11 focused server suites pass after the rebase. These
cover owner-chat saves, private copies, warm agent directories, reset
and retry boundaries, permission revocation, task creation routes, and
native tool authority.
- After review fixes, all 126 tests in the four affected
authorization/chat suites pass. Workspace scope regressions and 146
existing creation/ownership/workspace-route tests also pass.
- The final duplicate-task and CI fixes pass all 39 tests across
chat-project tools, duplicate creation, environment-selection guards,
and assignee-invokability routes. The duplicate-task test reproduced an
unauthorized response before the fix and verifies denial plus permitted
reuse afterward.
- `pnpm --filter @paperclipai/server typecheck` passes after rebasing;
`pnpm --filter @paperclipai/server exec tsc --noEmit` also passes after
the review fixes.
- `git diff --check origin/master...HEAD` passes.
- Final head `7e73270b86748792649e4ae6fbc6879f73b42b73`: all 54 checks
passed, with two expected skips and no pending or failed checks. This
includes builds, typechecking, the full test matrix, end-to-end tests,
runner verification, the canary dry run, and security scans.
- Greptile is 5/5 on that exact head, with no unresolved review threads.
This change has not been deployed to staging.

## Risks

This changes authorization behavior. The instruction exception must not
become an inherited task permission. The check uses server-owned
execution records, requires the agent's own chat and instructions, and
keeps normal protected-change and responsible-user checks. Saves fail
closed when current provenance or permission is missing. Owner chat
grants a turn-scoped capability; the server does not classify the
message intent or require approval of the exact new file bytes. Prompt
injection within an authorized owner-chat turn remains a model-level
risk. This is the requested owner-chat trust boundary, without a new
per-edit confirmation flow. No database migration or broad trust-preset
change is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, shell tools,
and test execution. 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>
2026-10-01 15:42:40 -05:00
DottaandPaperclip efc2e6810e fix: show each task once in dashboard agent cards (#14847)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - The dashboard shows recent agent activity in compact cards.
> - Those cards use run records, so two runs for one task can create
duplicate task cards.
> - An operator needs to see each task once when scanning the dashboard.
> - This pull request selects one run per linked task before it applies
the card limit.
> - The live runs page still shows each run for run inspection.

## Linked Issues or Issue Description

**What happened?**

The dashboard showed the same task in two agent cards when that task had
both an active run and a completed run.

**Expected behavior**

The dashboard should show a linked task at most once. It should keep the
active run card when one is present.

**Steps to reproduce**

1. Start an agent run for a task that already has a completed run.
2. Open the company dashboard.
3. Observe two cards linked to the same task.

**Paperclip version or commit**

Reproduced on the pre-change master at `8b4aa0692`.

**Deployment mode**

Local dev, built from source. The bug is in the core dashboard UI and
does not depend on an agent adapter or database mode.

## What Changed

- Select distinct linked tasks from capped active and recent run samples
before applying the dashboard card limit.
- Keep separate cards for runs without a linked task.
- Preserve the dashboard's count of additional distinct cards behind the
live-runs link.
- Add UI and embedded Postgres regression tests for duplicate runs and
document the dashboard rule.
- Give the existing multi-request cross-tenant authorization test enough
time on loaded CI runners.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/ActiveAgentsPanel.test.tsx`
- `pnpm --filter @paperclipai/ui exec vitest run
src/api/heartbeats.test.ts`
- `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts
server/src/__tests__/agent-live-run-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm check:token-gates`
- Review the dashboard with an active and a completed run on the same
task. Confirm that it shows one card. Open Live agent runs to inspect
both run records.

## Risks

- A very high volume of recent runs for one task can fill the capped
sample and leave older tasks off the dashboard. The Live runs page
remains available for full run inspection.
- The dashboard may fetch up to 50 distinct run representatives to
preserve its overflow count. The default run API response and persisted
data are unchanged.

> 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-6. The runtime does not expose the exact model ID or
context window size to this task. The model used reasoning, tool calls,
and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 12:18:35 -05:00
DottaandPaperclip 33a00d2f1e fix(ui): reopen last visited agent chat (#14848)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Agent Chat keeps one conversation for each agent and board user.
> - The Chat sidebar entry opens the agent chooser each time.
> - A user must then find and reopen the chat they just used.
> - The browser already records recent agent chat visits by company and
user.
> - This pull request uses that record to reopen the last available
chat.
> - The chooser still serves users who have no available saved chat.

## Linked Issues or Issue Description

Related: #14706 added the secondary Agent Chat navigation.

**What happened?**

The Chat sidebar entry opened the agent chooser, even after a user
opened an agent chat.

**Expected behavior**

The Chat entry should reopen the last agent chat visited by the current
user in the current company.

**Steps to reproduce**

1. Enable Agent Chat and open a chat with an agent.
2. Open another page.
3. Select Chat in the sidebar.
4. Observe the agent chooser instead of the chat.

**Paperclip version or commit**

Reproduced on master at `0829d94af`.

**Deployment mode**

Local development, browser UI. The change also uses the same browser
storage path in authenticated mode.

## What Changed

- Use the existing recent chat record when the Chat landing route opens.
- Check saved agents against the current roster and chat history before
redirecting.
- Keep the chooser when no saved chat is available, and show a retry
state for load errors.
- Add route tests and update the Agent Chat implementation spec.

## Verification

- `pnpm exec vitest run ui/src/pages/AgentChats.test.tsx
ui/src/lib/recent-agent-chats.test.ts` — 16 tests passed.
- `pnpm check:token-gates` — passed.
- `pnpm exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/agent-chat-sessions.spec.ts --grep 'secondary chat navigation
preserves layout'` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed on the final
commit.
- `pnpm -r typecheck` and `pnpm build` — passed earlier in this branch;
latest-head CI completed all 47 jobs successfully.
- `pnpm test:run` reported an unrelated native runtime test failure
before it was stopped. That test and an unrelated external object
refresh test passed in isolation. CI runs the same suites on the PR.
- To check in the UI: open an agent chat, leave it, and select Chat. The
same chat should open. Clear the recent chat record or use another
company to see the chooser.

## Risks

- The recent order is stored in the browser. Clearing browser storage
returns the user to the chooser.
- An existing chat ID is stored with its visit. If the chat is removed,
the landing route skips that visit when history loads. Cross-tab storage
removal clears the identity; failed writes retain an in-tab fallback.
- The landing route waits for the agent roster and validates saved issue
IDs against chat history when available. If history fails, an active
agent chat can still open; roster or session failures show a retry
action.
- No database or API contract changes are required.

> 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-6 family. The runtime did not expose an exact API
model ID or context window. It used reasoning, repository tools, shell
commands, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 11:01:45 -05:00
DottaandPaperclip 0829d94af2 fix(auth): derive low-trust human direction from existing execution records (#14775)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust review contains work that may include hostile input.
> - Its default intake boundary currently blocks direct human chat and
tasks outside that boundary.
> - Human direction should authorize the assigned work while preserving
containment.
> - Existing conversations and execution requests already identify
direct human instructions.
> - This pull request derives exact-task authority from those records
and the current assignee.
> - The agent can perform that work without gaining access to unrelated
tasks or privileged tools.

## Linked Issues or Issue Description

**What happened?**

A low-trust agent with a project boundary rejects its owner's direct
Agent Chat before provider execution. Human-assigned tasks outside that
project fail the same check.

**Expected behavior**

An authorized human can talk to the agent or assign it a task. The exact
task runs with its existing sandbox, credential, and tool restrictions.

**Steps to reproduce**

1. Enable Agent Chat and isolated workspaces. Configure a sandbox agent
with low-trust review scoped to an intake project.
2. Send the agent a direct board chat message, or assign it a
projectless task.
3. Observe `low_trust_boundary_mismatch` before execution.

Related: #14766 adds private task directories for repo-free low-trust
execution. It is now merged into master and included in the branch base,
so CI and staging verify the combined behavior.

## What Changed

- Derive owner-chat access from existing conversation identity.
- Derive exact-task access from the existing human requester and
server-owned request origin, including coalesced requests. Plugin and
external sender attribution do not authorize work.
- Follow existing `retryOfRunId` database links for automatic
continuations, checking company, agent, and task throughout; cancelled
ancestors cannot grant authority.
- Require a live run and current assignment. Preserve sandbox,
credential, privileged-tool, responsible-user, and quarantined-output
checks.
- Retain board backlog assignments in existing request records without
starting execution. Reassignment cancels old human requests in the
common service transaction, including plugin writes; late settlement
cannot revive them.
- Add real database and HTTP coverage for request provenance, retry
ancestry, cancelled runs, concurrent reassignment, spoofing, and
containment. Document the rule.
- Preserve legacy board assignment requests through their existing
source, reason, and human requester.
- Use the existing wrapped-error helper for concurrent chat-question
idempotency; a deterministic race test reproduces the CI failure before
the fix and passes after it.
- No new schema, migrations, or user-identity fields. Existing requester
columns hold attribution.

## Verification

- Passed the focused database, policy-retention, HTTP, and reassignment
tests locally. The HTTP test creates a task through the real board route
and checks the resulting persisted wakeup before exercising agent reads,
comments, mutations, and review handoff.
- Database tests hold a reassignment transaction open to verify coherent
authorization before and after commit, with a two-connection pool. They
cover retries, coalesced requests, cancelled ancestry, invalid
cross-company/agent/task links, cycles, and forged attribution.
- Full local `pnpm -r typecheck` and `pnpm build` passed on the final
commit (`d107c26df`). [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/36815589542)
passed: 54 successful checks, two expected skips, including all eight
browser-test shards. Greptile is 5/5 on this exact commit with no
unresolved threads. Local tests were targeted; the full test suite ran
through CI’s test matrix.
- The revised HTTP suite passed all 13 tests; database authorization
tests passed all 11, including legacy compatibility and late watchdog
settlement; the backlog route contract passed all 3 tests. Another 102
tests covering durable chat admission, wake queues, and Cursor execution
passed.
- All 90 interaction-service tests passed with both create calls
deliberately held until their optimistic reads complete, forcing
duplicate-key recovery. That forced race failed before switching to the
shared wrapped-error helper.
- Previous staging proof covered owner chat and projectless task
persistence. The simplified revision has not been redeployed; that
earlier proof is not claimed for the new implementation.

## Risks

- This is an authorization change: only the live run's exact task
qualifies, and normal responsible-user restrictions still apply.
- Existing request and retry records are authoritative. Merely naming a
responsible/originating user or an external connector sender does not
qualify.
- Reassignment invalidates existing human request records
transactionally. A cancelled run or request cannot regain authority when
the task is assigned back.
- Ordinary task exceptions require server-owned origin or the legacy
board assignment source/reason/actor combination. Existing owner chats
use conversation identity.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository tools, code execution,
and browser testing. The runtime does not expose a more specific model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 09:45:18 -05:00
DottaandPaperclip 018993140f feat: let agents name prompt-only tasks (#14761)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 16:48:24 -05:00
DottaandPaperclip cbd278dc03 fix(interactions): derive chat recipients and validate explicit users (#14742)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Agents use saved questions to get human input and continue the same
task.
> - The standard question example recently told models to copy a user
ID.
> - A model can omit an identity prefix and create a question its
intended recipient cannot answer.
> - Agent Chat already knows the conversation owner, so the server can
supply that identity.
> - This pull request removes the blanket instruction and validates
explicit recipients before saving.
> - Ordinary questions stay simple, and explicit addressing remains
available for decisions that need a particular person.

## Linked Issues or Issue Description

Refs #14707, #14188. Related: #14238 handles legacy email recipients;
this change prevents invalid recipients in new cards and retains exact
ID matching.

**What happened?**

A model copied a Cloud user ID without its prefix into
`addresseeUserId`. Creation succeeded. The intended user's answer then
failed the exact recipient check.

**Expected behavior**

Ordinary chat questions use the saved conversation owner. A task may
optionally name a specific recipient. The API rejects an unknown or
unauthorized recipient before it creates a card.

**Steps to reproduce**

Create a chat question for a user whose ID is `paperclip-id:example`.
Supply `example` as the addressee. Before this change, creation accepts
the invalid recipient and the owner cannot answer. With this change,
creation returns 422. Omitting the field saves the full owner ID and
allows that owner to answer.

## What Changed

- Remove `addresseeUserId` from standard question examples and remove
the blanket requester-ID instruction.
- Derive the recipient of ordinary chat questions from the persisted
conversation owner. Reject conflicting explicit user IDs.
- Keep explicit task recipients optional. Validate supplied user IDs
with the existing board mutation policy, including company, viewer, and
Cloud restrictions.
- Preserve explicit agent routing, connector intents, confirmations,
exact recipient checks, idempotent retries, and no-login local-board
authority in local-trusted mode.
- Update the blocker grader to accept an omitted recipient and verify
the actual requester answered.
- Add database and HTTP tests for prefixed identities, denied
recipients, concurrent retries, saved answers, and response delivery.

## Verification

- Database interaction service suite: 90 tests passed, including
implicit local-board creation/answering and authenticated/Cloud denial.
- Interaction HTTP route suite: 84 tests passed.
- Affected interaction/native/connector/documentation suites: 231 tests
passed across six files after valid-user fixtures were updated.
- Resolver and interaction unit suites: 29 tests passed.
- Product E2E unit/calibration suite: 793 tests passed; Product E2E
typecheck and blocker catalog discovery passed.
- Generated API-reference and capability contract checks passed.
- `pnpm -r typecheck` and `pnpm build` passed.
- Full local `pnpm test:run` did not finish green: its initial
general-server pass had 14,416 passing assertions, one unrelated
native-resume assertion failure on macOS, and three teardowns from an
intermediate fixture cleanup fixed above. Separate broad local groups
also encountered timeout/live-port failures under host load. Local UI
(7,026), CLI (502), shared (817), and skills-catalog (20) tests passed;
the complete final-head CI matrix is the broad verification gate.
- After two CI cold-start readiness timeouts, a separate test-only
commit gives the first exposure lifecycle fixture the existing normal
30-second readiness budget. Its real HTTP, ordering, and cleanup
assertions remain intact; the targeted case and final Linux CI shard
passed. Production deadlines are unchanged.
- A separate OpenCode fixture failed twice on GitHub-hosted Ubuntu
because its cached Node executable was group-writable; the same case
passed on AWS runners. The fixture now qualifies its own Linux copy with
mode `0500` and the actual copy digest. Host files and production
security checks are unchanged. The focused macOS case passed; the new
Linux-copy branch also passed on the final AWS-hosted Linux runner
(1,125 passing Runner tests, 3 skipped). The final run was not on a
GitHub-hosted runner.
- Final-head [CI run
36762078176](https://github.com/paperclipai/paperclip/actions/runs/36762078176)
passed for `116b968b24fa0a8c5724a7bf96e73a8dda5f0425`: 54 successful
checks and two conditional Storybook skips, with no pending or failed
checks. The 27 general/serialized test jobs reported 28,635 passing
tests. Typecheck, build, Runner, browser E2E, and Canary gates passed.
Greptile reviewed that exact head at 5/5; both review threads are
resolved, with no open follow-ups.
- No live provider replay is claimed by this PR.

## Risks

- New explicitly addressed cards reject users who cannot mutate the
issue, including viewers, inactive members, and invalid IDs. Callers
that supplied invalid recipients must correct their request.
- Existing addressed cards are not rewritten. Existing authorization
checks remain strict.
- Chat inference applies only to questions without an agent addressee.
Connector intents and governed confirmations retain their own recipient
paths.
- No schema change or migration is required.

## Model Used

OpenAI Codex, GPT-6 (exact serving variant and context window are not
exposed in this environment). Used reasoning, tool use, code editing,
and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 14:16:15 -05:00
DottaandPaperclip 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 1b48e73e0b feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat already provides a persistent conversation with each
agent.
> - Its shortcuts share the primary navigation and do not give chats a
dedicated place.
> - People need to find agents, start a chat, and switch conversations
without moving the page layout.
> - This pull request adds a secondary chat sidebar and a landing page
around the existing chat surface.
> - The same conversation, composer, history, and context panel remain
in use.

## Linked Issues or Issue Description

Refs #13283 and #13420. This extends the existing experimental Agent
Chat navigation after review of the component and page stories. It
supports the CEO Chat roadmap item through the existing task-backed
conversation model.

**Subsystem affected**

The board UI and the company-scoped conversation list API.

**Current behavior**

Chat shortcuts sit inside the primary navigation. There is no dedicated
landing page with a searchable conversation list. A separate landing
header also moves the sidebar when an agent is selected.

**Proposed behavior**

Show a Chat entry in primary navigation. Keep a searchable agent sidebar
beside the chat content. The plus button starts or reopens the current
user's single conversation with that agent. Keep the header and sidebar
in the same positions before and after selection.

**Reason and benefit**

People can find agents and return to persistent conversations without
leaving the chat area or creating duplicate chats.

**Breaking changes**

The experimental chat navigation changes. Explicitly adding a chat now
resolves its conversation immediately. Direct visits to unused agent
chat URLs remain read-only. The existing per-agent routes and message
contracts remain compatible. No database migration is required.

## What Changed

- Add an account- and company-scoped conversation list endpoint with the
existing access checks, feature gate, and OpenAPI entry.
- Add the live secondary sidebar, landing page, avatars, search, loading
states, errors, and retry controls.
- Make the agent picker wait for chat creation and display failures.
Existing agents reopen the same conversation. A dismissed selection
cannot close a reopened picker or navigate over a newer choice.
- Preserve recent-activity ordering and terminated agents’ chat history.
Scope live list refreshes to the current user’s conversation events. A
failed historical-agent lookup leaves healthy chats usable and offers a
focused retry.
- Keep the sidebar and header stable across chat routes. Keep mobile
selection in the navigation drawer.
- Use the production components in Storybook. Prepare the theme and
mobile viewport before mounting the page to avoid the startup flash.
- Update product documentation, the design guide, and navigation tests.
Replace old browser expectations for stars and recent shortcuts with
persistent conversation and layout coverage.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
after rebasing onto master.
- Focused UI tests pass, including 105 sidebar, picker, and live-update
checks after review fixes. The 33 conversation service and route tests
and 10 OpenAPI checks pass, including ownership, feature gating, and
concurrent creation.
- The full local test run passed 14,163 server tests before three
environment or timeout failures. The embedded Postgres startup,
connector socket, and native runner failures all passed direct reruns.
- Browser test-drive verification covers a real provider reply, add and
reopen, persisted history after reload, no-match search recovery, mobile
drawer dismissal, and top-aligned context panels.
- Browser measurements confirm that the sidebar has the same position
and dimensions on the landing page and an agent conversation.
- Storybook builds and its add-and-reopen interaction passes.
- The revised browser regression passes locally against a freshly built
throwaway instance. It covers stable sidebar geometry, add/reopen
uniqueness, drafts, search, history, and terminated-agent history after
reload. The full CI browser suite also passes.
- Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54
completed checks pass, including the complete server/workspace/browser
suites, aggregate verification, build/typecheck, security scans, and
canary packaging. The two Storybook jobs are skipped by their workflow
conditions. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/36714052050).
- Greptile reviewed this same commit at 5/5 with no remaining actionable
findings; all review threads are resolved.
- Reviewer path: enable Agent Chat, click Chat, use plus to choose an
agent, send a message, switch away, and reopen that agent. One
conversation must remain, with its history intact.

## Risks

- The new sidebar lists persistent conversations instead of starred and
recent shortcuts.
- Chat creation is asynchronous. Errors stay visible in the picker, and
delayed responses cannot navigate into a previous company or account.
- The shell adjustment is limited to chat routes and preserves the
existing conversation implementation.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The session does not expose the exact API 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
#123` / `Refs #123` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#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 07:35:32 -05:00
DottaandPaperclip 2f6fa3b6dc fix: recover provider authentication inside tasks (#14629)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a working model provider connection to run a task.
> - A provider can reject a stored credential after the task starts.
> - The failed run must ask the responsible user to repair that
connection.
> - This pull request adds that request directly to the task and reuses
Connections sign-in.
> - The user can choose an API key or subscription, then continue the
task with a fresh session.

## Linked Issues or Issue Description

**What happened?**

A run that ended with `acpx_auth_required` or another known provider
authentication error did not immediately offer an inline way to connect
the provider. A repair form could also lock the user to the failed
account's sign-in method.

**Expected behavior**

Show a provider connection card in the task as soon as the
authentication failure is saved. Allow the responsible user to connect
or repair the provider with any supported sign-in method. Keep the
connection name automatic and resume the task after successful setup.

**Steps to reproduce**

1. Run a task with a supported provider and an expired or invalid
credential.
2. Let the run fail with a provider authentication error.
3. Open the task and attempt to repair the connection.

Related work: Refs #13724 and #13726. This change adds the inline task
repair flow and method choice.

## What Changed

- Classify provider authentication failures and create one connection
request for the current task. A persisted blocked classification
suppresses automatic retries only after the repair card is created;
unsupported providers retain their existing recovery path.
- Mark only the attributed, unchanged credential as needing sign-in.
Preserve credentials that were refreshed after the failed run started.
- Reuse the provider sign-in controls inside the task. Allow API key and
subscription choices for Claude, Codex, and Grok. Keep names hidden and
generate a default from the user, provider, and method.
- Keep the existing account when reconnecting with the same method.
Create and select another account when the method changes. Validate
updates to explicit agent bindings through the normal agent save path.
- Require explicit adoption for legacy agent authentication. Validate in
the agent environment, then commit the binding, connection install,
audit, and card completion in one transaction. Keep failed setup and
account selection visible and retryable.
- Add regression tests and update the specification and Connections
documentation.

## Verification

- Fresh local verification: 199 tests passed across the inline form,
provider method selector, default naming, authentication and recovery
classifiers, run liveness, OpenAPI routes, database adoption/rollback,
and Cursor execution suites. The adoption database suite also passed
against disposable Docker PostgreSQL.
- Full repository `pnpm build` and `pnpm -r typecheck` passed on the
latest commit. Token gates are clean.
- Embedded browser: opened real task cards from seeded authentication
failures; switched Claude from API key to subscription and back;
switched Codex from subscription to API key; confirmed the name field
stays hidden. Provider sign-in was not completed with real credentials.
- The broad local `pnpm test:run` started before review fixes and was
interrupted after the working tree changed; it is not counted as a
passing full run. Fresh focused tests passed. CI supplies the full test
and browser suite results for the current commit.
- CI is green on commit `4b97a4e447045ff3d7516525a187a5d1d21e0d4c`: 54
checks passed and two Storybook checks were skipped by their path rules.
The workspace preview job passed on one rerun after a local-server
startup timeout; its rerun passed 835 tests.
- Greptile is 5/5 on the same commit with no actionable findings and no
unresolved review threads.

## Risks

- Incorrect authentication classification could prompt for a connection
unnecessarily. Tests exclude tool authorization, quota, and unrelated
runtime failures.
- A method change selects the new personal provider default, which also
applies to other agents that use that user's default. Explicit account
bindings use the existing permission and runtime validation path.
- Credential invalidation must not race with refresh or reconnect. The
code compares the saved credential generation and grant update time
under locks.
- No database migration or new credential storage format is required.

## Model Used

OpenAI GPT-6 through Codex. The exact model ID and context window size
were not exposed in this session. Capabilities used: reasoning,
repository editing, shell commands, database tests, and embedded-browser
interaction.

## 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 tests listed
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 06:39:37 -05:00
Devin Foley f38b5693f6 fix: always enable keyboard shortcuts (#14643)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-29 21:28:06 -07:00
DottaandPaperclip 1778075155 fix(server): continue unfinished tasks after status replies (#14626)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs report their task outcome through a structured finish
result.
> - A Board comment can permit a passive wait for the next response.
> - That exception accepted reports that also admitted blocking
unfinished work.
> - The task then stayed In Progress without a runner, and recovery
treated the wait as healthy.
> - This pull request rejects that contradiction and uses the existing
bounded continuation path.
> - Real wait conditions and protection against obsolete requests remain
in force.

## Linked Issues or Issue Description

**What happened?**

An agent answered a status inquiry with `yielded` and `response_wake`.
The same result listed blocking remaining work. The server accepted an
indefinite wait without a question, approval, dependency, or pause. No
further run was queued.

**Expected behavior**

Unfinished ordinary tasks must continue or have a recorded reason to
wait. A status reply alone must not suspend the work.

**Steps to reproduce**

1. Add a Board status inquiry to an unfinished assigned task.
2. Submit a successful native result with `yielded`, `response_wake`,
and `remainingWork[].blocksCompletion: true`.
3. Leave the task without any real wait condition.
4. Observe that the old policy preserves In Progress with no
continuation and suppresses recovery.

**Paperclip version or commit**

Reproduced in the native status policy at `da887ea3e`. The branch is
based on current master.

**Deployment mode**

Authenticated server with the native Paperclip Runner.

Related work: Refs #13338 (native response waits and recovery). Refs
#12071 (separate legacy recovery and retry-state work). This change
fixes the native unfinished-response-wait exception.

## What Changed

- Reject contradictory finish reports while the provider can still
correct them.
- Route accepted unfinished response waits through the existing
one-follow-up continuation budget. Repeated incomplete results create a
visible recovery action.
- Preserve questions, approvals, dependencies, pauses, conversation
lifecycles, and superseded Board requests.
- Recheck the current Board source in the decision transaction before
queuing repair.
- Let normal recovery reconsider old committed waits that report
blocking work and still have a current source.
- Add policy and database regression tests. Document the rule.

## Verification

- `pnpm exec vitest run
server/src/services/native-runtime/status-arbiter.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
--no-file-parallelism`: 346 tests passed, no skips.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `git diff --check origin/master...HEAD`: passed.
- Final head `8f0824d9bb4d631f2347f8afffe5fff6d574cb69`: all CI checks
green (54 passed, 2 intentionally skipped), including all general tests,
serialized server suites, runner tests, eight E2E shards, and the canary
dry run.
- Greptile: 5/5 on the final head, with no unresolved review threads.
- The broad local `pnpm test:run` encountered an unrelated timing
failure in `workspace-runtime.test.ts` (waiting for managed process-tree
listeners). That test passed on an isolated rerun. The duplicate broad
run was stopped; the complete CI suite passed on the final commit.
- The transaction-race regression reproduced an obsolete continuation
before the fix. All 12 source-change cases now pass, covering passive
waits, corrective continuations, and exhausted-repair decisions.

## Risks

- Agents that previously parked unfinished ordinary tasks must now
continue or record an actual wait condition.
- Old contradictory waits become eligible for normal recovery. Existing
ownership, budget, pause, and supersession checks still apply.
- The rule uses the structured blocking-work flag. It does not infer
omitted work from prose.
- No schema, dependency, or UI change.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
editing, and test execution. The session does not expose a more specific
deployment identifier or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 16:51:50 -05:00
DottaandPaperclip 2de43fc909 fix(issues): keep agent mentions as context and defer personal app authorization (#14577)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each task has one assignee. Explicit assignment and review requests
select who should act.
> - An agent mention started another agent on a task it did not own.
Native attachment staging then rejected that run.
> - Allowing that run through startup could also let two agents work on
the same task.
> - Mentions should identify relevant context. They should not start
work or forward comments to other tasks.
> - A personal app installed on a shared agent must also wait until tool
use to resolve the current user's grant.
> - This pull request removes mention dispatch and keeps missing
personal app credentials from blocking startup.

## Linked Issues or Issue Description

**What happened?**

A native agent mentioned on another agent's task failed with
`paperclip_runner_attachment_staging_not_authorized`. The source task
could already be complete. A nearby optional-app warning was a separate
problem: personal app tools were excluded when their shared health state
required attention.

**Expected behavior**

An agent mention is context only. It does not wake the agent, take
ownership, or copy a comment onto another task. Normal feedback still
reaches the assignee. Assignment and explicit review requests still
dispatch work. An unavailable personal app does not block startup or
produce a startup warning. Tool use requests the current user's
authorization and never uses another user's grant.

**Steps to reproduce**

1. Assign a task to agent A. Post a comment that mentions agent B,
including a comment that closes A's task or references B's child task.
2. Confirm the comment retains its agent link and B receives no run or
deferred wake. A can still receive normal feedback.
3. Install an active personal MCP connection on B. Give only Alice a
grant and leave shared health at `error`.
4. Explicitly assign work to B for another user. Confirm it can finish
without using the app.
5. Ask B to use the app. Confirm its tool call shows an inline
connection request for the current user.

Related work: Refs #11144. This change uses the existing execution-time
personal grant resolution.

## What Changed

- Remove mention dispatch from standalone comments and issue updates.
Remove implicit forwarding of parent comments to a mentioned worker's
child task.
- Ignore new requests with the legacy mention wake reason before
creating a run or deferred request. Preserve already accepted queue
entries, which can combine assignments and feedback with a later
mention.
- Remove the native mention admission, staging, and finalization
exceptions from this PR. Native task ownership checks remain intact.
- Keep active, installed personal app tools available despite shared
health errors. Remove optional-app startup warnings. Tool execution
retains the current user's grant and policy checks.
- Update agent instructions and product/API docs. Refresh generated
capability source anchors.

## Verification

- Red: comment-route regressions reproduced extra agent wakes and child
comment forwarding. A separate regression proved that cancelling by the
last coalesced reason could drop an accepted assignment.
- Green: the targeted route, wake queue, heartbeat, workspace,
responsible-user, MCP discovery, and HTTP gateway suites passed. The
final queue and heartbeat rerun passed 104 tests, the restored queue
adapter passed 56, and both comment-route suites passed 135. These
include accepted assignment preservation, rejection of new mention
requests, and normal assignee feedback.
- `pnpm -r typecheck` and `pnpm build` passed locally. The full local
`pnpm test:run` attempt was interrupted for review/CI fixes, so it is
not claimed as a completed local pass. It exposed a cleanup timing race
in the concurrent-mention assertion, now fixed and verified across 10
repetitions. CI also exposed an obsolete test waiting for the removed
mention lookup; it was reproduced and fixed, then both comment suites
passed. Final full-suite verification is through CI.
- Final head `bd9ea4cb05a8f081c54e017760a8999f9ea6ef44`: 54 checks
passed, 2 Storybook checks intentionally skipped; no pending or failing
checks. Full CI includes general and serialized suites, all 8 browser
shards, runner verification, typecheck, build, and canary dry run.
Greptile is 5/5 on this exact commit, with no unresolved findings.
- One unchanged Cursor adapter test hit its 10-second CI timeout. All 5
tests in that file passed locally; one retry of its CI shard passed all
674 tests (3 skipped). The aggregate verification gate then passed. No
code or timeout was changed for that retry.
- Live browser check: inserted a structured mention with the picker on a
human-owned task. The saved link remained visible. Database checks found
zero new runs and zero wake requests.
- Live Codex runner check: explicitly assigned that task with the
unavailable personal app attached. The run succeeded and committed
completion without using the app or creating a connection card.
- Live browser follow-up: asked the assignee to call PostHog and
mentioned another enabled agent as context. Only the assignee ran. It
succeeded and displayed the existing inline connection card. Only
Alice's grant existed; the run belonged to a different user.
- The HTTP regression covers tool discovery with no provider calls or
connection cards, first use returning the current user's authorization
request, and successful retry after that user's grant exists.
- App checks use an isolated local fixture and a fake MCP provider. They
do not use production app credentials.

## Risks

- Intentional behavior change: workflows that used mentions to wake
agents must use assignment, a bounded child task, or an explicit review
request.
- Already accepted queue entries retain their prior rules. An old entry
can combine assignment or feedback with a later mention; its last reason
cannot safely identify mention-only work. New mention requests create no
run or deferred wake.
- Personal apps with a shared health error remain discoverable. Actual
tool use still requires the responsible user's grant and existing policy
gates.
- No database migration or public API schema change.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact serving model ID and
context-window size are not exposed in this session.
- Live native-run verification used `gpt-6-astra` through the Codex
provider.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 12:49:01 -05:00
DottaandPaperclip 7636966452 fix(inbox): keep other users’ failed runs out of Mine (#14572)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Mine inbox shows work that needs the current user.
> - Failed-run rows used the latest run for every agent in the company.
> - A failure from another user therefore appeared in Mine and its
badge.
> - Run list responses also omitted the responsible user needed to
filter these rows.
> - This pull request uses run ownership for personal failure routing.
> - Users see their own failures and can still inspect company failures
in All.

## Linked Issues or Issue Description

**What happened?**

An agent run started for one user failed. Its row and failure badge
appeared in another user's Mine inbox.

**Expected behavior**

Mine and its badge include failed runs for the current responsible user.
Other users' failures remain available in All and run details.

**Steps to reproduce**

1. Use a company with two human users.
2. Create a failed or timed-out run attributed to the first user.
3. Open Mine as the second user. Before this fix, the failed run appears
there and increases the badge.

**Paperclip version or commit**

Reproduced in regression tests on master at `24beb0057`.

**Deployment mode**

Authenticated deployment with multiple users. Tests also cover the local
single-user board.

Related prior work: #933 addressed inbox dismissal and badge
consistency. No duplicate ownership fix was found.

## What Changed

- Return `responsibleUserId` in normal and summary run lists.
- Share one ownership rule across both inbox versions and client/server
badges.
- Select the latest run per agent before applying the ownership filter.
This prevents old failures from resurfacing on shared agents.
- Keep unattributed historical failures in the local board's Mine view.
Hide them from authenticated users with no matching owner.
- Keep company health alerts outside the personal badge, consistent with
the client.
- Document the routing contract and add page, badge, and database
regression coverage.

## Verification

- Red: the new badge cases failed with three company failures instead of
one personal failure; eight Mine page cases failed across both inbox
versions.
- Green: 113 focused tests pass in `ui/src/lib/inbox.test.ts`,
`ui/src/pages/Inbox.test.tsx`,
`server/src/__tests__/heartbeat-list.test.ts`, and
`server/src/__tests__/inbox-dismissals.test.ts`.
- `pnpm check:token-gates` passes.
- Agent calls on behalf of a user have two additional red-to-green API
regressions.
- Full `pnpm -r typecheck` and `pnpm build` pass. Server typecheck also
passes after the agent-call fix.
- All CI test shards and browser tests pass on `243bfa681`. The
duplicate local `pnpm test:run` was stopped after the CI test lanes
completed; it did not finish locally.

## Risks

- Authenticated users no longer receive unattributed legacy failures in
Mine. Those failures remain visible in All.
- The server badge no longer counts company health alerts, matching the
existing client badge.
- No migration, run state, retry behavior, or company access rules
change.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, terminal execution, and
browser tools. The exact deployment variant and context window size are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 09:40:21 -05:00
DottaandPaperclip c9b93d7e8c fix: preserve terminal task owners during release (#14561)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks record an assigned owner and separate checkout and execution
locks.
> - A completed task must retain its owner after execution ends.
> - The release endpoint currently clears that owner when it clears the
locks.
> - This pull request preserves the assignee of Done and Cancelled tasks
during release.
> - Unfinished tasks keep the existing relinquishment behavior.
> - The benefit is stable task attribution without retaining execution
locks.

## Linked Issues or Issue Description

**What happened?**

An agent completed an assigned task, then called the release endpoint.
The task stayed Done, but its assignee became null. The same defect
affects Cancelled tasks. It caused the legacy Claude clarification/reuse
and multiple-repository handoff E2E assertions to fail.

**Expected behavior**

Release must clear execution locks on terminal tasks and preserve their
assignee, final status, and disposition timestamps. Release of
unfinished tasks must still clear the agent assignee. Only In Progress
work returns to Todo.

**Steps to reproduce**

1. Create an assigned task with checkout and execution locks.
2. Complete or cancel the task.
3. Call `POST /api/issues/:id/release` as the assigned agent.
4. Read the saved task. Before this fix, its assignee is null.

**Paperclip version or commit**

Reproduced on master commit `d172197117a14b80a1eb2d2835a0e7cce2679656`.

**Deployment mode**

Local tests against real PostgreSQL through the production issue routes
and services. This is a core lifecycle defect, independent of the agent
adapter.

Refs: #11689, #6899, #7769. These are related open release proposals.
This is an independent fix limited to terminal task ownership. It does
not include timer scheduling changes.

## What Changed

- Preserve the current assignee when releasing Done or Cancelled tasks.
- Keep all execution-lock cleanup and existing unfinished-task behavior.
- Cover all seven task statuses through the release API and read back
saved state.
- Check disposition timestamps, activity attribution, and repeated board
cleanup.
- Update the API contract, agent reference, and CLI help.

## Verification

- Red commit `ddaabb754`: the two terminal-owner regressions failed with
`assigneeAgentId: null`; 12 other route tests passed.
- Green: all 14 route tests pass, plus the existing successor-checkout
race test (15 selected tests total).
- Command: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-stale-execution-lock-routes.test.ts
src/__tests__/issues-service.test.ts -t 'stale issue execution lock
routes|does not let stale release clobber a successor checkout lock'`.
- The local host has exhausted its SysV semaphore pool. The red/green
runs used the existing test-provider hook to start disposable Docker
PostgreSQL 17 instances. Routes, services, migrations, and assertions
were unchanged. No database tests in the selected set were skipped. The
other 134 tests were excluded by the name filter.
- Capability contract and inventory drift checks pass.
- `pnpm build` and `pnpm -r typecheck` pass.
- The local `pnpm test:run` was interrupted after environment failures
while the complete sharded CI suite ran in parallel: native PostgreSQL
bootstrap fails under the host semaphore limit, and the large Git
fixture hits macOS `ENAMETOOLONG`. A focused rerun confirmed these
happen before the relevant assertions. The interrupted local run is not
counted as a full pass.
- Greptile completed on `1caeeb827e9cb658ddb71f16c2421ec20f80634e` with
**5/5**, a successful check, and no review threads.
- All CI gates pass on the current head: typecheck, build, general and
serialized tests, Runner checks, browser E2E, release packaging, and
security checks. Server shard 11 passed on one targeted retry; the first
attempt had 836 passing tests but an unhandled workspace-runtime startup
rejection caused by an existing timing window. All other successful jobs
were reused.
- No paid provider evaluations were run.

## Risks

- A caller that used release to erase ownership from terminal work will
now retain that owner. An explicit assignment update or the board
force-release option with `clearAssignee=true` can still clear it.
- No schema or migration changes. The transaction, company access,
assignee/run checks, and activity log remain in place.

## Model Used

- OpenAI GPT-6 through Codex, with tool use, code execution, and test
debugging. The session does not expose a more specific backend model
version or context-window size.
- OpenAI `gpt-6-luna` assisted with read-only test discovery and review.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 08:47:33 -05:00
DottaandFry 3ca196b0a6 feat(agents): persist agent files across tasks without revision history (#14420)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Fry (Paperclip) <noreply@paperclip.ing>
2026-09-29 08:25:56 -05:00
0be2afcca6 feat(ui): improve task composer controls and pending input (#14322)
## Thinking Path

> - Paperclip lets operators assign tasks to AI agents and review their
work.
> - The task composer controls the next message and its assigned agent.
> - Operators needed a way to choose that agent's model and effort
without leaving the composer.
> - The old mode selector, upload button, and input cards made the
mobile composer crowded and hid normal messaging during a pending
decision.
> - Harnesses publish different model and effort capabilities, so the
picker must follow the selected agent.
> - This pull request adds one responsive composer flow, keeps pending
cards visible above it, and protects Codex ACP authentication in the
local test path.
> - Operators can choose run settings, send a message, and answer a
pending card as separate actions.

## Linked Issues or Issue Description

**Subsystem affected**

Task composer UI, issue thread interactions, Codex ACP credential
handling, and Storybook.

**Problem or motivation**

The composer did not expose model or effort for the selected agent.
Mobile actions wrapped poorly. Pending questions and confirmations
replaced the composer. A local Codex ACP test could also reuse host
authentication after the managed key was removed.

**Proposed solution**

Put assignee search, model search, exact model IDs, effort, and fast
mode in one picker. Use a mobile dialog. Replace the direct-upload plus
action and separate mode selector with an Add menu and removable Plan or
Ask chips. Place pending interaction cards above the usable composer.
Keep these cards pending after an ordinary message unless their creator
asks for comment superseding. Replace managed ACP auth files atomically
and isolate the test key from host credentials.

**Roadmap alignment**

ROADMAP.md does not list an overlapping composer milestone. This change
improves the existing task and review flows.

## What Changed

- Added the combined assignee, model, and effort picker to both task
composers. Search matches agent name, role, and harness. The server uses
a curated Codex list by default and honors instance-declared models.
Manual IDs remain available.
- Added an effort slider for known model capabilities, a conditional
Codex fast control, and reset. The picker opens in a modal on mobile.
- Added the Add menu for files, supported goals, Plan mode, and Ask
mode. Plan and Ask are exclusive removable chips. Keyboard mode cycling
remains available.
- Adjusted mobile spacing, avatars, wrapping, and Send placement.
Removed the composer divider.
- Moved pending question, confirmation, review, and related cards above
the composer. Ordinary comments now leave question and confirmation
cards pending by default. The onboarding prompt retains explicit comment
superseding.
- Updated the Storybook composer group with responsive states and the
production picker. Added UI, service, route, and browser regression
coverage.
- Isolated Codex ACP API-key authentication, skipped subscription auth
merge and shared-home copy-back for remote API-key runs, and replaced
the managed auth file atomically.

## Verification

- `pnpm -r typecheck` — passed on the final local head.
- `pnpm check:token-gates` — passed on the final local head.
- `pnpm exec vitest run server/src/__tests__/adapter-models.test.ts
ui/src/components/task-chat/ComposerRunSettingsPicker.test.tsx` — 31
tests passed, including role and harness search, declared Codex models,
and filtering general OpenAI models.
- `pnpm exec vitest run
server/src/__tests__/issue-thread-interactions-service.test.ts` — 74
tests passed.
- `pnpm exec vitest run
packages/adapters/codex-local/src/server/acp.test.ts` — 42 tests passed,
including remote API-key copy-back isolation.
- `pnpm test:run` — attempted locally; the embedded PostgreSQL test
database could not initialize on macOS. The isolated
`heartbeat-run-event-sequencing` suite reproduced that environment
failure. GitHub CI runs the full test matrix for this head.
- `pnpm build` — passed on the final head. `pnpm build-storybook` passed
after the last UI change; only server code, tests, and docs changed
afterward.
- Live local test drive — Codex ACP ran a task with a managed API key.
The test agent was restored to its default ACP configuration afterward.
- Review the interactive stories under the top-level Composer group with
`pnpm storybook`. Check a narrow desktop width and mobile Plan, Ask,
picker, and pending-question states.

## Risks

- A pending card stays open when an ordinary comment changes the
discussion. Its creator can set `supersedeOnUserComment: true` when a
new comment should replace it.
- Model and effort overrides persist on the task until reset or changed.
An unlisted manual model ID may fail when the provider runs it.
- Some harness catalogs do not report effort support. The picker hides
effort for those models.
- No database migration is required.

> 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-6 via Codex. This runtime does not expose the exact model ID
or context window to the task. The model used code execution and browser
tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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: OpenAI Codex <codex@openai.com>
2026-09-28 23:02:39 +00:00
DottaandPaperclip 14795136f5 fix(runtime): finalize and recover sandbox workspace exports safely (#14402)
Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider.

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

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

Co-Authored-By: Codie <Codie@users.noreply.github.com>
2026-09-26 11:50:04 -05:00
Devin FoleyandPaperclip 7f3c06dac4 refactor(ui): remove the legacy Cloud organization switcher (#14061)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its sidebar provides navigation between organizations.
> - The generic organization switcher slot lets installed plugins own
that navigation.
> - Both Core UI shells still contain the old Cloud portfolio menu.
> - Cloud now uses its private Account plugin for this menu.
> - This pull request removes the duplicate Cloud menu and keeps the
built-in company menu.
> - This reduces Cloud-specific code without changing the plugin host
contract.

## Linked Issues or Issue Description

Refs #13832 and #13854. Related #14060 changes the account popup, not
this organization switcher.

**What existing behavior does this improve?**

Organization navigation in both sidebar shells.

**Current behavior**

Core retains Cloud portfolio fetching, stack rows and stack-entry links
behind the plugin replacement slot.

**Proposed behavior**

The installed switcher plugin owns Cloud navigation. Core lists local
companies when no usable replacement exists. The Members-page Cloud
invitation action keeps its existing portfolio API; it is a live caller,
not an old-image fallback.

## What Changed

- Remove Cloud portfolio queries, stack rendering and Cloud
creation/entry branches from both built-in menus.
- Remove the unused stack-entry URL helper.
- Keep company selection, ordering, invitations, logout and plugin error
handling. Hide local company creation on managed hosts, where the server
forbids it.
- Update switcher tests and the navigation contract.

## Verification

- `pnpm -r typecheck` passed, including Rust checks with the installed
Cargo toolchain on PATH.
- `pnpm exec vitest run --project @paperclipai/ui`: 637 files and 6,727
tests passed.
- Focused switcher, plugin host and Cloud link tests: 26 passed after
the managed-host creation guard.
- `pnpm check:token-gates` passed.
- Full `pnpm test:run` was attempted, then stopped after failures in
unchanged server tests. Targeted reproduction found an ancestor
skills-directory collision for Slack and macOS EACCES errors renaming
the company skills cache. Other local failures appeared in email
connector skill setup and a process-turn test. This is not a local
full-suite pass; clean Linux CI covers the complete suite.
- Full `pnpm build`, UI production build and Storybook build passed. All
[latest-head CI
checks](https://github.com/paperclipai/paperclip/actions/runs/36201814444)
passed, including the full Linux test matrix, browser tests, typecheck,
build and release checks. Greptile is 5/5 with no unresolved comments.

## Risks

- A managed host without a usable switcher plugin now gets the ordinary
company menu. It no longer gets the old Cloud portfolio menu, and local
company creation remains unavailable there.
- The Cloud portfolio endpoint remains required by the Members-page
invitation action. This PR does not remove that live endpoint or change
its authorization.
- No database, authentication, plugin protocol or deployment changes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection and code
execution. The exact deployment identifier and context-window size are
not exposed by 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>
2026-09-25 22:58:52 -07:00
DottaandPaperclip 96bf004a79 fix: use persisted state for lifecycle continuation and retry budgets (#13888)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its control plane decides when a task can continue, wait, stop, or
complete.
> - Legacy continuation could change when an agent changed its wording
without changing task state.
> - Shared attempt counts also let repair and infrastructure retries
affect each other's limits.
> - This pull request uses persisted state and separate, bounded
allowances for these decisions.
> - If automatic repair stops, the task explains what happened and
offers a guarded retry.
> - Paired tests and real-provider evaluations verify that Stop,
approvals, ownership, and spending limits remain authoritative.

## Linked Issues or Issue Description

Related work: Refs #13761, Refs #11126, Refs #13610. These cover
obsolete continuation dispatch and retry storms. Open and closed issues
and PRs were searched for related lifecycle, continuation, and retry
work.

**What happened?**
Legacy continuation depended on English wording and progress heuristics.
Repair, failure retry, and productive continuation could consume shared
counts. When bounded repair stopped, the task showed a technical
recovery message without a clear next action.

**Expected behavior**
Persisted disposition and owned execution paths determine the next
action. Missing disposition prompts bounded agent repair. Explicit work
mode determines planning mode. Narrative changes and raw activity counts
cannot replenish allowances. An exhausted repair shows a readable
notice. An explicit retry checks current controls and preserves the
assigned agent.

**Steps to reproduce**
Run `pnpm test:lifecycle-baseline`. The paired probes keep structured
state constant while varying completion, planning, blocker, and progress
prose. Run the explicit `lifecycle-baseline` and
`continuation-accounting` Product E2E suites for real-provider coverage.
In Storybook, open **Design previews / Recovery notice** to inspect the
production component's normal, pending, acknowledged, unavailable,
failure, and mobile states.

## What Changed

- Hide the image attachment button, icon, and drop/paste hint in answer
composers. Image paste and drop support remains available.
- Merge current master and retain both browser regression sets. Use a
production-stamped service worker in the offline recovery browser
fixture.
- Share one state-based legacy continuation decision across immediate,
delayed, and recovered dispatch. Bind bounded repairs to their source
run and episode.
- Remove title and description wording from work-mode authority. Agents
can still write requested plans in execution mode.
- Persist separate failure-retry and productive-continuation counters.
Disposition repair and resource waits cannot consume or reset those
allowances.
- Validate delayed repair identity, then recheck current gates before
provider dispatch. Fence native startup cancellation.
- Show **Agent needs attention**, a plain-language explanation, **Retry
agent**, and expandable details in both task interfaces. Report request
progress, acknowledgement, and errors inline.
- Store typed recovery notice metadata. Recognize older active notices
only through exact stored action and run IDs. Notice text never grants
retry authority.
- Use the existing recovery-action endpoint for retry. Recheck current
action, status, owner, agent availability, dependencies, active runs,
pending questions and confirmations, approvals, pause controls, and
budget. Duplicate requests do not wake twice.
- Add component, page, route, database, contract, and Storybook
coverage. Keep the scenario inventory and executable evals here.
Historical reports and snapshots live in the [commit-pinned
paperclip-evals
archive](https://github.com/paperclipai/paperclip-evals/blob/ce3e5afcd4a1184650f586a2b5b8be5874c66c8b/experiments/2026-09-lifecycle-authority/README.md).
- Preserve unsaved project fields while the same project URL changes to
its canonical alias. Do not reuse data across projects or companies.
This separate fix addresses the repeated repository-editor browser
failure without changing the browser test.
- Keep the development service worker from intercepting Vite module
reloads. Update the connection-intent browser fixture to record progress
and completion through the agent API.

## Verification

Merge preparation on September 25, commit
`c1e8e4b7ddd9fbc4913ed55ce21b8e12906c2f97`:

- Merged master `bd2030932` and resolved the browser test-list conflict
by keeping both sets of regressions.
- Deterministic lifecycle baseline: 1,090/1,090 assertions passed; no
failures, skips, or missing selected evidence. Unit 423, runner 184,
database integration 397, grading 86.
- Browser support: 17/17 passed. The offline recovery test first failed
with an unstamped development worker, then passed with the production
stamp. Its assertions are unchanged.
- Focused interaction UI and offline fallback tests: 19/19 passed.
Verified the custom-answer composer in Storybook: no attachment controls
or hint; entering an answer enables Next.
- Recursive typecheck, production build, token gates, and diff checks
passed. The worktree is clean. No new real-provider campaign was run.
- Current CI and review: [Current PR CI
passed](https://github.com/paperclipai/paperclip/actions/runs/36166011243):
55 successful checks and two optional Storybook skips. Greptile scored
this exact commit 5/5. Hiding the question attachment controls is an
intentional UI change; paste/drop remains available.

Earlier recovery UI verification, commit
`21be0fec0e90e86b6d662b8ee4831847cd041cdb`:

- Recursive typecheck, production build, token gates, and diff checks
passed.
- Focused UI coverage: 338 tests passed across six suites (336 before
the interaction guard, with the two affected suites rerun at 149 passed
after it). Covers both task interfaces, the real page mutation,
pending/error acknowledgement, stale state, and unavailable controls.
- Recovery database integration: 352 tests passed before the interaction
guard. The complete recovery-action and mutation-route suites passed 181
tests after it. The two new pending question/confirmation regressions
failed before the fix and passed afterward, including
resolved-interaction controls. Shared validator suite: 31 passed. E2E
catalog suites: 34 passed.
- Browser inspection passed for light/dark themes, mobile layout,
expandable details, pending retry, acknowledgement, failure, and
disabled retry. Storybook renders the production component; its request
is simulated.
- The broad local run hit two chat callback-order wait failures and was
stopped after all CI unit/database/runner shards passed. Both local
failures passed when rerun without the competing full-suite process.
- CI exposed a repeated project-repository draft-loss race during
canonical redirects. A new unit regression failed before the fix; all
nine project-page tests now pass, including controls for other projects
and companies. Both unchanged repository browser tests passed against a
fresh local server. UI typecheck, production UI build, and token gates
passed after this fix.
- [Earlier PR CI
passed](https://github.com/paperclipai/paperclip/actions/runs/36072486798)
on `21be0fec0e90e86b6d662b8ee4831847cd041cdb`: 55 successful checks, two
optional Storybook skips, and no failed or pending checks. The
repository browser shard passed with the production fix. Greptile is 5/5
on this exact commit with no unresolved review threads. The PR is
mergeable.

Historical, source-qualified lifecycle evidence:

- Lifecycle baseline: 1,074 assertions. Native session coverage: 447
tests. Product E2E support: 515 tests. Browser support: 11 tests. Full
earlier verification is retained in the archive.
- [Real-provider campaign: 8/8 passed, zero
retries](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35881382080-1/index.html),
source `e88d210417280140b44a36449027290adcb1aeaa`. Evidence and cleanup
checks passed. This includes deliberately exhausted repair cases that
correctly remain blocked; it does not mean every task finished Done.
This campaign predates the recovery UI change.
- Archive migration verified all 16 original JSON files byte-for-byte
and all 24 checksum entries. App tests do not need private archive
access. [Archive PR
#27](https://github.com/paperclipai/paperclip-evals/pull/27) is merged.

## Risks

- Agents that omit durable disposition receive at most two repair
attempts by default. Prose-only completion exposes missing state rather
than silently changing scheduling.
- A retry is an explicit board action. The server rechecks current
controls. A successful response confirms the task returned to To do; it
does not claim that the provider has already started.
- Existing notice metadata remains valid. Only older active notices with
matching structured evidence receive the new UI. Historical notices
without that evidence keep their existing rendering. No schema migration
is required.
- Old run records require conservative retry accounting. Tests cover old
counters, alternating retry lanes, restarts, and exhausted repairs.
- Historical snapshots require private `paperclip-evals` access. The app
index retains public campaign links. Live campaigns qualify specific
sources and scenarios; no new real-provider campaign has run for the
recovery UI commit.

> This fixes existing lifecycle and recovery behavior and does not
duplicate planned core work.

## Model Used

OpenAI GPT-6 through Codex assisted implementation, reasoning, code
execution, and review. The exact serving model ID and context window are
not exposed in this task. Historical real-provider evaluations used
Codex model `gpt-5.6-sol`, separately from the implementation assistant.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-25 15:28:11 -07:00
Devin FoleyandPaperclip c341588bdb fix(ui): add Cloud invitations to the Members page (#13922)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People manage collaborators from the Members page.
> - Cloud manages invitations outside the tenant's local invitation
system.
> - The local Invites tab is hidden on Cloud, so this page has no way to
invite a person.
> - This pull request adds an Invite people action for the current Cloud
stack's owner or admin.
> - The action opens the existing Cloud People settings for that stack.

## Linked Issues or Issue Description

**What happened?**

A Cloud owner opens Organization Settings → Members and finds no
invitation action. The tenant-local Invites tab is hidden, and the page
does not link to Cloud's invitation flow.

**Expected behavior**

Cloud owners and admins can start an invitation from Members.

**Steps to reproduce**

1. Sign in to a Cloud-managed instance as the current stack's owner or
admin.
2. Open Organization Settings → Members with `company.invites` hidden.
3. Look for an invitation action beside the page heading.

**Paperclip version or commit**

`7b7c4d4172d6aac14919e2682b702ae87bc17653`.

**Deployment mode**

Cloud-managed, authenticated.

Related search: #2388 proposes broader member-management UI. This change
only connects the existing Members page to Cloud invitations. No
duplicate Cloud invitation action PR was found.

## What Changed

- Add **Invite people** beside the Members heading for the current Cloud
stack's owner/admin.
- Read the role from the authenticated Cloud portfolio. Ownership of
another stack does not enable the action.
- Navigate to the current stack's People settings on the configured
Cloud origin. Keep the local Invites tab hidden when configured.
- Cover allowed roles, denied roles, loading, failed refresh, missing
configuration, current-stack selection, and self-hosted behavior.
Document the navigation contract.

## Verification

- Focused Members and Cloud link tests: 23 passed.
- Full UI suite: 6,669 passed across 634 files.
- UI typecheck and `pnpm check:token-gates`: passed.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- All PR CI checks passed, including the full general, serialized,
browser, and runner test jobs. The duplicate local repository-wide `pnpm
test:run` was stopped after CI completed; it is not reported as a local
pass.
- Manual acceptance after tenant rollout: an owner/admin opens Members,
selects **Invite people**, and reaches the same stack's Cloud People
settings. A member does not see the action.

## Risks

- The action needs a tenant app update before it appears on an existing
stack.
- The portfolio request must identify the current stack and its role.
The action stays hidden when that information is unavailable or the
request fails.
- Cloud rechecks invitation authorization at the destination. No schema,
API, or invitation-acceptance behavior changes.

## Model Used

- OpenAI Codex, GPT-6, with reasoning, code execution, and repository
tools. The session does not expose a more specific model identifier or
context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 08:48:04 -07:00
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 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Self-hosted boards need a way to show occasional product
announcements.
> - An app release should not be required to publish or withdraw a card.
> - Native card controls keep publishing consistent; the hero can use a
static image or isolated HTML/CSS animation.
> - This pull request renders a validated JSON feed with native
components.
> - It stores dismissals per account on each instance, so a closed card
stays closed across companies and browsers.
> - Named staging feeds let authors test content before production
publication.

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

Operators need a small, optional announcement card. Users need reliable
dismissal state. Authors need to test remote content without changing
the production feed.

**Proposed solution**

Add one non-modal AnnouncementWell. Fetch validated JSON and
content-addressed media through the instance server. Keep card controls
native, with optional sandboxed HTML/CSS animation in the hero. Use
stable announcement IDs for dismissal, an explicit empty manifest and
quiet 404 handling. Provide a staged publishing helper and isolated
test-drive guide.

**Alternatives considered**

Hosting the entire card as a page would move navigation and dismissal
into remote content. This change limits HTML to a scriptless, isolated
visual hero and keeps controls native. Browser-only storage would lose
dismissals across browsers, so the instance stores account preferences.

**Roadmap alignment**

ROADMAP.md has no overlapping announcement feature. A GitHub title
search found no related announcement pull requests. This work implements
a maintainer-requested feature.

## What Changed

- Add shared feed types, strict validation of every object, supported
routes, expiration and version checks.
- Add a board-only current-feed API, constrained media proxy, and
idempotent dismissal API. Store the first dismissal and its company
audit entry in one transaction.
- Cache upstream data for one hour. Use conditional requests, request
deduplication, response limits, public destination checks, and a
three-second deadline. Treat a remote 404 as an empty feed with a
fifteen-minute retry cooldown.
- Keep announcement visibility stable when focus moves to browser chrome
or another app pane; only tab visibility starts a return check.
- Add a responsive native announcement card. Respect onboarding, dialogs
and toast placement. Sync pending dismissals across tabs and retry after
reconnect or return.
- Add idempotent migrations for dismissals and validated publication
IDs, design-guide examples, static and animated Storybook examples, and
focused tests. The publication registry supports offline retries without
accepting caller-invented IDs.
- Add HTML/CSS animated heroes with static posters, automatic playback,
reduced-motion handling, strict DOMPurify validation, an empty iframe
sandbox and CSP that blocks scripts/network resources.
- Add validated staging publication, content-addressed assets, an empty
production manifest, preview fixtures, and authoring/operator
documentation.

## Verification

- The preceding implementation passed 98 targeted
shared/server/publisher/route/OpenAPI/UI tests and 127 tests including
the master rebase. The playback-control removal passes all 21
announcement UI tests, covering the rendered sandbox, fallback, reduced
motion, dismissal and slow/stale state lookups. The preceding
shared/server tests cover HTML validation and response sandbox headers.
- The playback-control removal passes UI typecheck, production UI build,
Storybook build and token gates locally. Browser verification confirms
the animated card has only its dismiss button and two links, with no
page errors. The full canonical CI matrix passed on current head
`00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two
optional Storybook deployment checks skipped. This run needed no
retries. Greptile reviewed this same head at 5/5 with no outstanding
findings.
- The local canonical general-server run passed 12,063 tests before
reporting embedded-PostgreSQL startup failures in an unrelated fixture.
All 31 tests in that fixture passed across isolated retries. The UI
group passed 6,219 tests and other workspace groups passed 3,201; two
CLI database-startup failures also passed individually. Serialized
server suites were verified by the full CI matrix rather than repeating
them locally. No source changes were needed for these environment
failures.
- The real S3/CloudFront staging manifest and both media asset headers
were verified. Production remains empty/unpublished. The guide
distinguishes the preview host's disabled edge cache from production
cache requirements.
- In the isolated test-drive, the animation visibly moves without
playback controls. A 390×844 browser viewport keeps the card above
navigation. Reduced motion makes no animation request. Both themes
render correctly and browser page errors are empty. Browser fault
injection verified that scripts cannot execute and CSS cannot make
network requests; a missing animation leaves its poster and controls.
- Refresh leaves the animated card visible. Closing it persists after
reload and the API returns null. Earlier live checks verified dismissal
across browsers, company-relative CTA navigation, modal
deferral/restoration, and new-ID eligibility after restarting the same
database.
- The deployed empty feed and a real remote 404 return HTTP 200 with
null from the board API, with a usable dashboard and no announcement
popup or browser warnings.
- Authoring documentation covers staging, animated HTML constraints,
test-drive, withdrawal, ID reuse and cache-refresh steps.

## Risks

- Animation supports self-contained visual HTML/CSS and inline SVG,
without JavaScript or external resources. A static image is required.
Older builds that do not recognize the optional animation field quietly
hide that unsupported feed.
- The default feed makes an outbound request from an instance when a
board is used. Operators can disable it. Requests contain no account
IDs, company data, cookies or interaction events.
- Feed publication and withdrawal can take about 65 minutes to reach
returning users because of CDN and instance caches. Expiration also
removes visible cards locally.
- Dismissals follow an account within one instance. No-login instances
share the existing local-board identity. Separate installations do not
share state.
- Both tables are additive. A unique key prevents duplicate dismissals;
the transaction prevents duplicate first-dismissal audit entries. The
publication registry retains only validated IDs. AGENTS.md and the
implementation spec document the required exception to company scope for
these instance-level records.
- Publication was limited to separate public staging prefixes on the
existing preview host. Production remains empty/unpublished. No AWS
policies or infrastructure were changed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and
context-window size are not exposed in this session. Capabilities used:
reasoning, code editing, shell execution, tests, browser interaction,
and tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 10:19:54 -05:00
DottaandPaperclip 47ded8bf97 feat: manage AI runtime credentials through Connections (#13247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need credentials for a specific provider and sign-in
method.
> - Connections already owns accounts, grants, and access permissions.
> - AI authentication should use those same boundaries.
> - This pull request adds the storage, API, adoption, and runtime
foundation.
> - Legacy agents keep their authentication until they explicitly adopt
a managed connection.

## 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 AI-purpose/runtime-auth contracts and an additive, idempotent
migration.
- Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and
catalog entries.
- Store credentials on grants. Resolve responsible-user defaults or
explicit permitted grants.
- Isolate managed credentials and provider sessions across accounts.
Block missing credentials without ambient fallback.
- Keep imported legacy secrets unchanged during reconnect. Use
independent local Codex/Grok sign-in attempts for rotating credentials.
- Add authorization, migration, concurrent refresh, retry, cancellation,
and legacy-compatibility tests.

This is part 1 of a two-PR stack. The app UI follows in #13248. Merge
the foundation first.

## Verification

- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- 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 current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.

## Risks

- Managed credential failures intentionally block execution. They do not
restore legacy fallback.
- Preview-era copied Codex/Grok subscriptions require independent
reconnect.
- The integrated branch has live provider acceptance coverage. This
update verifies local Claude detection and Codex API-key task repair; it
does not add a new subscription authorization/refresh or Daytona stress
pass.
- Runtime-auth connections must stay excluded from tool and channel
handling.

## 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 16:30:10 -05:00
DottaandPaperclip 1652a5c7f2 fix: improve task search relevance with a PostgreSQL rubric (#13335)
Unify full and quick task search around PostgreSQL term coverage, explicit relevance bands, and conservative typo recovery. Preserve matching evidence and navigation, and add a judged corpus, regression tests, and documented performance measurements.

Validation: local typecheck, build, focused PostgreSQL tests, and task-list tests pass. All final-head CI gates pass and Greptile is 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-12 16:22:58 -05:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Channels connect external conversations to company tasks and agent
execution.
> - Slack, Discord, and AgentMail already provide durable delivery and
access controls.
> - People also need to reach an agent from Apple Messages and send
photos.
> - Photon provides shared Pro DMs, dedicated numbers, and authenticated
event recovery.
> - This pull request connects Photon to the existing channel services.
> - People can message an agent while Paperclip retains task ownership
and approval authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: channel services, shared contracts, database constraints,
Apps, and agent Channels UI.

**Problem or motivation**

Paperclip has no iMessage channel. A person cannot use Apple Messages to
start a task, send a photo, or answer an agent's pending question.

**Proposed solution**

Add experimental **iMessage Photon** with Pro-compatible shared DMs or a
dedicated Photon Cloud number per agent channel. Reuse channel
admission, identity links, task generations, publication, and
interaction continuation. Keep groups disabled for shared allocation.
Dedicated lines support groups that an operator explicitly enables.
Require a fresh linked message and a published agent response before
setup completes.

**Alternatives considered**

Shared allocation has no owned phone number, so it reserves one project
and allows DMs only. Dedicated allocation reserves one stable number.
Local Mac access needs a separate deployment model. The upstream Photon
Chat SDK adapter does not persist the poll mappings and send receipts
required here. This change uses the lower-level SDK without adding
another agent runtime.

**Roadmap alignment**

This extends Connected Apps and agent communication through the existing
channel subsystem. It does not add a parallel tool connection or agent
loop. GitHub searches for Photon and iMessage found no matching provider
implementation.

**Additional context**

This ships behind the existing experimental channel gate. Dedicated-line
release qualification remains incomplete. Real Photon Pro DMs passed
task/reply, native poll, text answers, confirmation rejection, media,
restart, pause, reconnect, revocation, and removal tests. An
operator-supplied iPhone camera HEIC also passed the full round trip.
Dedicated groups remain unqualified. See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the
implementation plan](doc/plans/2026-09-11-imessage-photon.md).

## What Changed

- Add the provider catalog entry, shared setup contracts, and a forward
migration. A global partial index reserves the dedicated number or
shared project until its endpoint is archived.
- Add Cloud project inspection, vaulted project credentials,
selected-line token renewal, and a leased receiver. Persist checkpoint
updates under the receiver lease. Shared project replay accepts sparse
increasing sequences only after a complete recovery barrier.
- Connect DMs and enabled groups to existing task generations, sender
authorization, ordered delivery, and publication services. Keep each
iMessage conversation on its task after completion; only explicit `/new`
or `/close` releases the binding. Publish committed inbound comments
live and label their human bubbles “Sent from iMessage” in both
task-chat renderers.
- Persist immutable text/file send identities, upload receipts, poll
IDs, option IDs, per-person drafts, and canonical interaction
continuation proofs.
- Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG
previews, and related Live Photo companion video retention.
- Add the three-step setup flow and channel management surfaces with
official branding. Preserve the experimental gate and existing
pause/disconnect behavior.
- Add interactive production-component Storybooks for setup, access,
recovery, and ongoing conversations. Add provider, integration, catalog,
and browser regression coverage. Document setup, recovery, supported
boundaries, and qualification gaps.

## Verification

- Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and
receive native Codex replies in Apple Messages. Unlinked senders cannot
start work.
- Three real follow-ups each reopened the same completed task. Incoming
bubbles appeared on its open page without reload and showed “Sent from
iMessage.” The third follow-up ran after restarting the server on
`4d7222110`; the agent correctly repeated its previous reply from before
the restart.
- Native polls after restart, sequential text drafts, required-field
correction, explicit submission, approval rejection with a required
reason, and native continuation passed against Photon.
- PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC
passed in both directions. The camera photo produced a 3024×4032 JPEG
preview. The native agent described it and returned the received HEIC
byte-for-byte.
- Pause/resume, reconnect, identity revocation, removal, `/status`,
`/new`, `/close`, and stale answers after close passed live. Messages
suppressed by pause did not become work on resume. Removal stopped
intake and removed credential bindings.
- All 304 focused tests passed on `4d7222110`. These cover Photon
unit/integration behavior, both task-chat renderers, live comment
hydration, completed-task continuity after restart, enabled groups,
duplicate delivery, and explicit reset/close. The selected Teams
completion-boundary regression also passed. Full workspace
typecheck/build and token gates passed for the conversation fix; the
final UI changes passed their affected typecheck/build and tests.
- All 26 new Photon Storybook Playwright cases passed in light and dark
themes, including the complete shared-DM setup journey and 390px mobile
follow-ups. UI typecheck and the Storybook build passed. These stories
use simulated Photon responses and do not replace the live evidence
above.
- The full chat-adapters browser suite previously passed all 39 cases.
Migration checks passed, and migration 0275 applied to the isolated live
instance with the earlier Photon migration already applied.
- The local full Vitest run was previously interrupted by the host's
embedded-Postgres shared-memory limit; it is not a full-suite pass. All
30 applicable CI checks passed on preceding head `7a5419cac`, with two
skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit
required-story discovery guard to the 26 passing Storybook cases.
Greptile rates this final head 5/5 with no unresolved review threads.
All 30 applicable CI checks passed, with two optional checks skipped.
- A repeated live send key suppressed the duplicate but returned gRPC 6
/ SDK `internalError` without an original receipt. Paperclip keeps
unknown delivery unresolved. This provider behavior is covered by a
regression test.
- See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package
versions, redacted live evidence, deterministic coverage, and remaining
qualification gaps.

## Risks

- Dedicated group qualification remains unrun; groups are disabled for
the approved Pro scope. Real iPhone camera HEIC passed transport,
preview generation, agent inspection, and return. Keep the channel
experimental; the dedicated-line release matrix remains incomplete.
- Shared recovery and attachment aliases were verified against the live
gateway. Duplicate writes currently return an error without the original
receipt; unresolved sends require operator resolution. The
implementation fails visibly on invalid replay ordering, a reset cursor,
or changed identity.
- The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF
binaries have not been executed in this work. Linux musl has no packaged
converter. Unsupported conversion retains the original and reports the
missing preview.
- The migration adds a global reservation across companies for Photon
numbers and shared projects. Paused and revoked endpoints keep that
reservation until removal.
- Integration touches shared channel services. Existing provider browser
coverage passes; broad repository verification is recorded above.
- `pnpm-lock.yaml` is intentionally excluded under repository policy.
The repository bot owns lockfile updates. The additional Superagent
supply-chain scan is neutral/inconclusive because these new dependencies
are not yet in the committed lockfile. Its security scan passed; all
required CI checks pass.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, browser testing, and tool use. The exact served model
identifier and context-window size are not exposed in this session. No
sub-agents were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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 15:23:50 -05:00
DottaandPaperclip c9021c6721 fix: require explicit native completion reviews (#13314)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs report their outcome through paperclip_finish.
> - The server previously turned incomplete reports into human approval
requests.
> - Those requests could block a later successful run, even when no
person had requested review.
> - This pull request creates review cards only for explicit attention
requests and withdraws proven old fallback cards.
> - Agents receive useful completion feedback, while explicit approval
gates and task state protections remain in force.

## Linked Issues or Issue Description

Related: #13266 removed reviews caused by policy upgrades. This change
removes the separate completion fallback.

**What happened?**

An agent reported needs_review while waiting for checks without
requesting a human decision. Paperclip created a generic Native
completion review. A later successful report could not complete the task
because that old card remained pending.

**Expected behavior**

Ordinary low-risk work completes after a valid done report, a successful
run, and workspace finalization. Incomplete work stays with the agent.
Explicit approval requests remain visible and must be resolved.

**Steps to reproduce**

1. Complete a native run with needs_review and no attention requests.
2. Continue the task and submit a successful done report.
3. Observe that the old implementation leaves the task in review behind
a generic confirmation card.

## What Changed

- Require explicit attention requests to create native review cards.
Route each request independently and preserve pending or declined
decisions.
- Withdraw only pending system cards with matching old decision,
assessment, effect, contract, and prompt provenance. Preserve history
and explicit or answered requests.
- Reassess an affected current result without overwriting later task
edits, runs, contracts, or workspace failures.
- Return pending approval links and required actions through the
completion tool. Reject contradictory done reports and empty review
requests before accepting a result.
- Allow one corrective continuation for incomplete results, then expose
a recovery action.
- Update status fixtures, database regressions, runner tests, and the
completion contract documentation.

## Verification

- `pnpm -r typecheck` passed after merging current master.
- `pnpm build` passed after merging current master.
- The combined branch passed 89 completion and Agent Chat tests. Other
targeted tests passed: 170 external-chat and reconciliation tests; 50
runner-resume and control-plane tests; 13 arbiter tests; 7 chat delivery
tests; 21 runner completion and runtime-context tests.
- The full local test attempt exposed old review fixtures and a missing
fake-provider binary. The fixtures are fixed and the helper is built.
All affected suites pass in fresh reruns. The timing-sensitive Discord
test also passed on rerun.
- All latest-head CI checks passed, including build, typecheck, general
and serialized tests, runner verification, browser tests, and canary dry
run. Greptile is 5/5 with zero unresolved comments.

## Risks

- Cleanup changes existing pending cards. It requires exact system
provenance and only applies to low-risk agent-claim contracts. It does
not delete history or dismiss explicit requests.
- Status still commits after the turn and workspace finalization.
Completion feedback reports current constraints and does not claim an
early status commit.
- Incomplete reports now request a bounded corrective run instead of an
automatic approval. Repeated failures expose recovery.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, code execution, and
test tools. The exact deployment 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 13:00:04 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
Nicky LeachandPaperclip dbf5ea432d fix: protect starting runs during overlapping deployments (#13285)
## Thinking Path

> - Paperclip controls agent work across service deployments.
> - A run can provision a remote sandbox before a process or invocation
event exists.
> - Each container previously treated its own missing process handle as
proof that the run was orphaned.
> - Overlapping deployments could therefore fail a run owned by another
container.
> - This pull request records and renews a controller lease before
provisioning.
> - A recovery worker must revoke an expired owner before it finalizes
the run.

## Linked Issues or Issue Description

Merged PR #13272 records startup adapter identity and restores explicit
user continuation. This PR adds controller ownership on top of current
master. Refs #7997 and #10442 for related replica and ownership
problems. Related #13138 addresses silence and detached local processes;
this change does not infer death from silence.

**What happened?**
During an overlapping hosted service deployment, a new container reaped
a legacy conversation run that another container was provisioning. The
run had no PID or adapter invocation yet.

**Expected behavior**
A live controller keeps its run. After controller loss, one recovery
worker takes cleanup authority and the old controller cannot dispatch
further work.

**Steps to reproduce**
Claim a legacy run in controller A. Start controller B against the same
database before A finishes provisioning. Run the startup reaper in B.

**Paperclip version or commit**
Observed on `663c44cb2b9c28336d38d0b4a6971f4f1964bce6` in a hosted
Railway deployment with a Daytona environment.

## What Changed

- Add nullable controller boot ID, lease deadline, and execution stage
columns. Claim ownership in the queued-to-running update.
- Renew ownership independently of run output. Abort and reject dispatch
if renewal fails.
- Serialize reaper revocation against renewal. Let unfinished recovery
claims expire after a restart.
- Restrict graceful shutdown to legacy runs owned by the current
controller.
- Hand ownership back to the existing native coordinator when runtime
selection becomes native.
- Add twelve database regressions and document the lease contract.
Update the task-drain regression to require controller expiry before
reaping.

## Verification

- `pnpm exec vitest run
server/src/services/legacy-controller-lease.test.ts
server/src/__tests__/heartbeat-task-drain-admission-release.test.ts`: 14
passed after rebasing onto master (`f12b647ae`).
- Queue-interruption regressions in
`heartbeat-process-recovery.test.ts`: 2 passed after preserving the new
cleanup promotion from #13275.
- `pnpm --filter @paperclipai/server exec tsc --noEmit`: passed after
rebuilding runner TypeScript outputs for the updated master. Broad local
tests are omitted at the maintainer’s request; CI owns broad coverage.

- Latest-head CI passed on `f255e8e4d5ab2b24b12638a02434e6aa8a2285c5`:
[run
34658248569](https://github.com/paperclipai/paperclip/actions/runs/34658248569).
All test shards, browser suites, typecheck, build, canary, and security
checks passed. Greptile is 5/5 with no unresolved review threads.

## Risks

- Additive, idempotent migration; historical rows retain the previous
recovery behavior.
- Database unavailability aborts new dispatch rather than permitting an
unfenced controller to continue.
- Lease expiry is permission to clean up, not evidence that remote
inference stopped. Follow-up PRs add persistent cleanup and automatic
continuation.
- Mixed-version deployment still includes old binaries whose reapers do
not understand controller leases.

## Model Used

OpenAI GPT-6 through Codex, using reasoning, repository inspection, code
execution, and test tools. The precise backend revision and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:55:44 -07:00
DottaandPaperclip 9031516a7e fix: recover legacy Daytona startup failures from task and inbox (#13272)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy conversation adapters can run in Daytona sandboxes.
> - A server restart during provisioning can occur before the invocation
event exists.
> - Recovery then lacks the old adapter identity and leaves a hold that
ordinary user retries cannot clear.
> - A remote launch can also fail when its host relay looks for Node in
the sandbox PATH.
> - This pull request records the adapter at claim time and restores
explicit user continuation after verified cleanup.
> - Users can recover from the task or inbox while the failed run and
uncertain action history remain intact.

## Linked Issues or Issue Description

Refs #13237, #13239, #13254. Those changes cover recorded conversation
runs, native user continuation, and explicit remote Stop. This change
covers legacy failure before `adapter.invoke` and exact task/inbox
Retry.

Refs #9771 for overlapping generated-command quoting. This change also
supplies the absolute host Node executable. Refs #13163 and #13264 for
the separate native restart and retained-workspace work.

**What happened?**
A legacy Daytona run interrupted during provisioning became
`process_lost` without an invocation event. Recovery preserved an
execution hold, and Retry or a new task reply could not resume it.
Cleanup could also run before the Daytona plugin was ready. On a macOS
host, a subsequent ACP relay launch failed with `env: node: No such file
or directory` because the remote launch environment did not contain the
host Node path.

**Expected behavior**
An interrupted conversation can continue after its previous execution
stops. Explicit Retry and new user replies should start a fresh turn
with the task history. Cleanup failures must remain visible and
recoverable. The host relay must use the host Node executable.

**Steps to reproduce**
1. Use a legacy Claude adapter with a Daytona environment.
2. Interrupt the server after it acquires the sandbox lease and before
it records `adapter.invoke`.
3. Restart and inspect the task hold.
4. Retry from the task or inbox, or send a new task reply.
5. Confirm the old sandbox has stopped and one new response arrives.

**Paperclip version or commit**
Reproduced from master at `3bafac12f796fbea02e609e1074a9639f872e9c4`.
The branch is rebased on `51b0e01ea`, including #13261 and #13270.

**Deployment mode**
Built from source on macOS with a real Daytona sandbox and the legacy
Claude ACP adapter.

## What Changed

- Count new browser specs with the scheduler's median duration in the
shard-balance check. This fixes a false policy failure after new specs
arrive from both branches. The balance threshold is unchanged.

- Persist server-owned adapter identity in the queued-to-running claim
before provisioning starts.
- Wait for provider plugin startup before restart cleanup. Keep failed
cleanup leases as active ownership blockers.
- Admit exact board retries and new user comments after verified
termination. Retain the old run, task history, approvals, and unknown
action outcomes.
- Adopt repeated Retry requests. Permit one scoped cleanup attempt per
explicit user Retry after the automatic limit, with an activity record.
A later user Retry can recover after a transient provider failure;
automatic attempts remain capped.
- Resume replies deferred during cleanup, including historical legacy
startup failures.
- Launch the host ACP relay through the absolute host Node executable.
- Add a task-level Retry button and return actionable blockers when
retry admission is refused.
- Add database regressions and three browser recovery journeys. Exclude
installed third-party dependency skills from the shipped-skill audit.

## Verification

- Current head: `d23c84181`, rebased on `51b0e01ea`. Conflict resolution
retains the saved-message recovery, local stop receipts, and wait
reasons from #13270 alongside exact legacy Retry support.
- Real Daytona: interrupted the server after lease acquisition and
before adapter invocation. Restart cleanup confirmed provider
termination. Task Retry cleared a seeded historical hold and a real
Claude agent returned `Recovery verified.` in the task. Removed the
disposable sandbox and environment after testing.
- All three browser recovery journeys passed again after the final
rebase. Task Retry, Inbox Retry, and a new reply each produced one fresh
successor, completed the task, preserved the failed run, and retained
the answer after reload.
- All 29 e2e/server shard-partition tests passed. The balance check now
uses the scheduler's median fallback for unmeasured specs, with the same
balance threshold.
- Server typecheck passed after rebuilding the generated runner
dependencies. The combined recovery/route run passed 136 of 137 tests.
Its remaining route test timed out during the first cold module import
at its explicit 10-second limit; an isolated rerun reproduced that
timeout and passed the other 51 route cases. The complete CI suite
passed on this head. The same route file passed all 52 cases in CI,
including the first cold import in 7.5 seconds.
- Before the final rebase, recursive typecheck, full build, UI token
gates, 132 targeted server tests, and the complete [CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/34650004085)
passed. The subsequent CI failure was the shard-balance accounting
mismatch fixed here.
- Greptile reviewed `d23c84181` at 5/5 with no outstanding actionable
findings. The complete [current CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/34653327949)
passed on attempt 2. All test, typecheck, build, and canary jobs passed
on the first attempt. Docker setup timed out fetching BuildKit from
Docker Hub; retrying that job and its dependent aggregate succeeded.

## Risks

- Recovery admission changes executable authority. Company, task, agent,
user, approvals, process ownership, and provider termination checks
remain required.
- Explicit continuation starts a fresh conversation with history. It
does not certify unknown external action outcomes or rerun
non-conversation adapters automatically.
- Changing task status alone does not clear an execution hold. The task
now offers an explicit Retry action.
- Historical adapter claims and invocation events take precedence over
current agent settings. Known process or webhook runs retain their hold.
Pre-upgrade rows with no adapter evidence may receive only a new
explicit user turn after termination proof; they do not become eligible
for automatic replay.
- No schema migration or sandbox-image change is required. This branch
has not been deployed to production.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 18:08:14 -05:00
DottaandPaperclip 51b0e01ead fix: resume saved user messages after execution recovery (#13270)
Preserve verified native process-stop evidence and retry saved user messages through normal continuation admission after recovery cleanup. Show the current wait reason and serialize delivery so a saved message starts one fresh turn.

Validated with 410 focused tests, typecheck, build, token gates, all PR CI checks, and Greptile 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-11 17:12:55 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 7b829efdf6 feat: show tasks created from a task by project (#13241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can cause an agent to create more tasks.
> - Those tasks can belong to other projects or have another parent.
> - The subtask view does not show all work created from the current
task.
> - This pull request adds a Tasks tab with separate subtask and
creation groups.
> - Operators can follow created work without changing its parent or
project.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need to see all work that an agent creates while running for a
task. Parentage alone does not describe this relationship. Legacy and
native runs must follow the same rules.

**Proposed solution**

Show all subtasks in one section. Separately group tasks created from
the source task by their current project, with a No project group when
needed. A created subtask appears in both sections. Use saved run
context and recorded creation activity to find the source task.

**Alternatives considered**

Making all created tasks children would change their hierarchy. Removing
overlap between sections would hide the creation relationship. This
change keeps the two memberships separate.

**Roadmap alignment**

This extends the existing Activity log & action attribution capability.
It does not add a new roadmap area. Related PR: #9727 adds a stored
source-task field and inbound attribution UI. This PR adds the outgoing
task list using existing run and activity records and does not require
that schema change.

## What Changed

- Add a company-scoped createdFromIssueId filter to issue lists.
- Save the actor run during task creation, including legacy child-helper
calls.
- Recover historical run attribution from creation activity when the
origin run is absent.
- Render the production Tasks panel with all subtasks and independently
grouped created work.
- Keep progress only for subtasks. Add folding, hover fades and project
links.
- Fetch all result pages and refresh on issue activity. Show load
failures with Retry.
- Add database, API, UI and pagination tests, design-guide examples and
Storybook pages.

## Verification

- Before rebase: 158 targeted tests passed. Workspace typecheck,
UI/server builds, Storybook build and token gates passed.
- After rebase: full workspace typecheck and build passed. The cursor
fix passes 26 focused tests and UI/server typechecks.
- The full local test command completed its general-server group with
10,563 passing tests and two failures: a missing native-runner fixture
and a concurrency-test timeout. Building the fixture and rerunning both
affected files passed all 41 tests. The local command stopped before its
remaining groups; all corresponding GitHub test shards passed on the
submitted head.
- GitHub checks on commit 3b4bf0bd8: 31 passed, including the aggregate
CI gate, all server/workspace/browser test shards, typecheck, build,
runner verification, canary dry run, policy and security checks. Two
conditional Storybook jobs were skipped by the workflow.
- Greptile reviewed commit 3b4bf0bd8 at 5/5 with no unresolved comments.
- Open Storybook at UX Labs / Tasks Created From a Task / Full Task
Page. Check that a created subtask appears in both sections. Fold each
group and use a project link. Check the No project group and first-task
arrival story.

## Risks

- Old tasks without a saved origin run or attributed creation activity
cannot be linked to a source. The code does not infer a source from a
shared creator or a comment.
- The new list filter reads run and activity records. Source, run,
activity and result stay within the requested company.
- Task creation now saves the actor run when no explicit origin run is
supplied. Existing explicit origins remain unchanged. No database
migration is required.

## Model Used

- OpenAI GPT-6 through Codex. The runtime identifies the model family as
GPT-6 but does not expose a more specific model ID or context-window
size. Used reasoning, repository tools, code execution and browser
inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 12:39:08 -05:00
DottaandPaperclip 5545f6d166 feat: let user messages continue stopped native tasks (#13239)
## Thinking Path

> - Paperclip manages AI agents and their tasks.
> - A failed native run can leave a durable execution hold.
> - The hold prevents automatic replay of actions with unknown outcomes.
> - It can also prevent the agent from answering a new user message.
> - A new user message should authorize a fresh turn after the prior
execution stops.
> - This pull request adds that admission path and preserves the
existing execution gates.
> - Users can continue the conversation without certifying every past
action.

## Linked Issues or Issue Description

**Subsystem affected**

Server task wake admission and native execution recovery.

**Problem or motivation**

A native task can remain blocked after automatic recovery stops. A new
user message is saved, but its run is cancelled before the agent can
answer.

**Proposed solution**

Use a new authenticated user comment to authorize a fresh turn. Check
stopped predecessor ownership and available history. Retain uncertain
action outcomes. Commit the new run and hold retirement together.

**Roadmap alignment**

This is a focused improvement to the existing self-healing runs and
recovery behavior.

Builds on merged #13237, which covers legacy conversation continuation.
This PR adds native admission and preserves native automatic-recovery
eligibility and budgets.

## What Changed

- Admit a fresh native turn for a new user comment after every held
predecessor has stopped.
- Validate the comment author, task, timing, process ownership,
controller, and cleanup leases.
- Preserve failed runs, unknown action outcomes, and the failed
incident's attempt count.
- Record the new comment and run in the existing recovery audit history.
- Validate the saved continuation source and discard consumed user-wake
authority from later automatic replacements.
- Keep pause, approval, budget, ownership, and dependency interaction
rules.
- Add database and actual wake-path regressions. Update the execution
contract.

## Verification

- [Full CI run
34626750213](https://github.com/paperclipai/paperclip/actions/runs/34626750213)
passed on `c58e6c087e0df7530c747d80b27d491da925a9c4`: all 31 reported
checks passed, including all server/workspace suites, browser shards,
native runner verification, build, typecheck, release dry run, and
aggregate gates. The two conditional Storybook checks were skipped.
- Greptile reviewed this exact head at 5/5. All review threads are
resolved, and security checks passed.
- All 218 local targeted tests passed across explicit native
continuation, continuation history, safe replacement, durable chat
wakeups, wake queue, issue liveness, native session resume, and run
dispatch. The native implementation is unchanged by the final rebase
onto master.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed on the
final head. Complete test coverage is supplied by the green CI suites;
local tests used the targeted suites above.
- Regressions cover scoped authorization, concurrent delivery, live
ownership, later admission gates, retained message receipts, and
automatic replacement after terminal-task or reviewer changes.

## Risks

- A fresh model turn can choose to repeat an action. Paperclip preserves
prior history and does not replay recorded calls.
- Missing process identity and remote ownership without a target-aware
stop proof retain the hold. A terminal database row alone does not prove
that execution stopped.
- No schema or dependency changes. Existing historical tasks are not
awakened by deployment.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and test execution. This session does not expose a more
specific model build 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>
2026-09-11 12:33:57 -05:00
DottaandPaperclip b1efd65edc fix: continue interrupted task conversations with bounded retries (#13237)
## Thinking Path

> - Paperclip manages AI agents and their tasks.
> - A task can outlive a provider process or a server restart.
> - Legacy recovery treated unknown tool outcomes as a permanent
execution hold.
> - That hold could also reject a later user message.
> - A conversation turn can use prior history without replaying prior
tool calls.
> - This pull request lets supported conversation adapters continue
within the existing retry budget.
> - Users can send a new message after automatic attempts stop.

## Linked Issues or Issue Description

**What happened?**

A server restart could interrupt a local ACP run and leave its task
behind a permanent recovery hold. A later user message could be
cancelled before the provider answered. The immediate recovery path
could also create a successor outside the durable failure counter.

**Expected behavior**

Continue with a bounded new conversation turn. Preserve a compatible
provider session or use full task context when it is unavailable. Do not
replay recorded tools. When automatic attempts stop, allow a new user
request through the normal execution gates.

**Steps to reproduce**

1. Start a task with a local conversation adapter.
2. Restart the server while the provider is working.
3. Let the previous run become interrupted.
4. Send a follow-up message and observe the recovery hold on the old
behavior.

Related work: Refs #13075 for durable task recovery. Refs #12946 for
retry-limit and checkout-lock handling. This change routes conversation
recovery through the existing bounded scheduler.

## What Changed

- Mark supported local conversation failures for continuation. Keep
native-runner and non-conversation recovery rules.
- Carry an interruption notice into the next turn. Retain stopped ACP
session history even when a write outcome is unknown.
- Clear unavailable ACP sessions so the next bounded attempt can use
full task context.
- Route immediate failure recovery through the same durable scheduler as
process-loss recovery. Release only the predecessor checkout when its
retry takes ownership.
- Retire obsolete conversation holds using immutable run evidence, in
bounded batches with an activity record. Preserve outcome evidence and
do not wake historical tasks.
- Block actual admission and Resume while a predecessor process or
environment lease is still active. Keep the original interruption notice
after a rejected wake. Preserve the upstream blocked-wake waiting
contract: bounded retry planning can happen during cleanup, while
deferred messages and execution remain gated.
- Add subprocess and database regression tests. Update the execution
contract.
- Add the current thread-status field to the native recovery provider
fixture so its damaged-journal test reaches the intended boundary.
Tolerate an already-exited fixture process during test cleanup while
still asserting both processes terminate.

## Verification

- Workspace typecheck passed: `pnpm -r typecheck`.
- Build passed: `pnpm build`.
- Module boundaries passed: `pnpm check:module-boundaries`.
- Focused tests passed: 293 recovery/session/dispatch tests, 66 retry
and response-gate tests, and 37 native-session tests. Some suites
overlap.
- Tests cover interrupted writes, missing sessions, concurrent retries,
restart persistence, pending questions and approvals, execution gates,
and historical holds.
- Built the Rust test executables with `pnpm --filter
@paperclipai/paperclip-runner build:rust` for native-runner
verification.
- Full Vitest coverage verified locally using the repository’s general
and serialized shards, with focused reruns for failures and files not
reached after a shard stopped. The ownership-gate regression is fixed
and the complete affected server shard passes (1,390 tests). Local
parallel runs also hit temporary-directory, resource, and timing
failures; those suites pass with canonical temporary paths and
sequential reruns. No test timeouts were increased.
- Final merged-branch regression run: 577 tests pass across process
recovery, retry scheduling, liveness, durable chat, wake-queue
application/adapter, dispatch, continuation, native sessions, and task
chat. Earlier focused verification also passed 19 native control tests.
Token gates and whitespace validation pass.
- Browser verification passed all three ACP Stop/continue/pause
scenarios, including a rerun after merging the upstream waiting
behavior: `PAPERCLIP_E2E_PORT=3397 pnpm test:e2e
tests/e2e/acp-stop-continuation.spec.ts`. The interrupted-write case
verifies that follow-up completes without a repeated write.

- Final-head [CI run
34625037394](https://github.com/paperclipai/paperclip/actions/runs/34625037394)
passed on `06ac4bd9d150f8b209a96e5fd609c696958794a0`: all 31 reported
checks are green, including server/workspace suites, all browser shards,
native runner verification, build, typecheck, release dry run, and
aggregate gates. The two conditional Storybook checks were skipped.
Greptile reviewed this exact commit at 5/5; all review threads are
resolved.

## Risks

- A new model turn can choose to repeat an action. Paperclip does not
replay recorded tool calls and does not certify unknown action outcomes.
- Conversation adapters now stop after their retry budget instead of
requiring action reconciliation. Explicit Stop, pause, dependency,
approval, budget, and ownership gates remain in force.
- No schema migration or dependency changes. Historical holds are folded
without changing task status or waking work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and test execution. The session does not expose a more
specific model build 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>
2026-09-11 12:16:04 -05:00
DottaandPaperclip 52811c6ce6 fix(tasks): require resume before sending to paused tasks (#13232)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task execution controls let board users pause a task or its subtree.
> - The composer still accepted messages while a pause hold was active.
> - A paused task must require an explicit resume before the user can
send another message.
> - This pull request replaces the composer with an amber pause card and
checks board comment writes on the server.
> - The user keeps their draft and resumes through the existing task
controls.

## Linked Issues or Issue Description

Refs #13104. Refs #13119.

**What existing behavior does this improve?**

The task composer and existing task/subtree pause controls.

**Current behavior**

A paused task can still receive a board message. The pause notice sits
outside the composer, which leaves the send action available.

**Proposed behavior**

Show an amber takeover in both task chat and the classic composer.
Preserve the draft. Require the user to resume the task or the ancestor
subtree before sending. Reject board comment writes through either
supported write route while the pause hold is active.

**Breaking changes**

Board comment writes to a paused task now return HTTP 409. Agent run
reports remain supported during a pause. There is no schema migration.

## What Changed

- Add a shared amber composer takeover with task, subtree, saved draft,
pending, and error states.
- Use effective ancestor pause state in both composer interfaces.
Refresh it after pause events, task updates, and rejected sends.
- Preserve draft text and attachments. Hide editor, send, queued edit,
and pending question controls while paused.
- Check active pause holds before board comment writes can mutate tasks,
store comments, or wake agents.
- Connect the approved Storybook examples to the production component
and update the design and behavior docs.
- Add browser coverage for both composers, draft persistence, resume,
inherited holds, and rejected writes. Update ACP continuation coverage
for the explicit resume requirement.

## Verification

- Passed: `pnpm -r typecheck`.
- Passed: `pnpm build`.
- Passed: `pnpm build-storybook`.
- Passed: `pnpm check:token-gates` and `git diff --check`.
- Passed: focused UI tests (398 tests) and server route tests (127
tests).
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/paused-composer.spec.ts
tests/e2e/acp-stop-continuation.spec.ts` (5 tests).
- Passed: manual browser walkthrough in a disposable local instance.
Pause with a draft, refresh while paused, resume, send, and reopen. The
draft returned, and one message persisted. The amber card and resume
dialog were readable with no clipping.
- Full local `pnpm test:run` did not pass: the general-server stage
recorded 9,072 passing tests, 6 database setup failures from macOS
shared-memory exhaustion, and 4 failed tests. This stopped the script
before its later groups. Latest-head CI runs those groups independently.
- Local follow-up: the Git file-resource load test passed on rerun (4
tests); native finalization migration passed after clearing the
abandoned browser-test database allocation. Building the native debug
fixtures fixed the missing fake provider. The remaining native-session
recovery assertion also reproduces on untouched base commit `87b3e5fc6`
(36 pass, 1 fail on both base and PR). It expects a settled-session
error but receives a semantic-input-digest error.
- The final UI build, UI typecheck, token gates, both thread suites (182
tests), and all five browser tests passed after the queued-action review
fix. All 31 latest-head CI checks passed, including all server,
workspace, browser, build, release, and security gates. Two optional
Storybook jobs were skipped by workflow policy. Greptile reviewed
`32d8fb5f5` at 5/5 with no open findings.
- Review the Paused Composer and Tasks / Execution Controls stories.
Pause a task with a draft, verify the amber card, resume, and verify the
draft can be sent once.

## Risks

- Clients that used board comments to continue paused work must resume
first. The response is an explicit HTTP 409.
- Pause state can change while a page is open. Live updates refresh the
composer, and the server rejects stale sends before their side effects.
- Resume keeps the existing dialog and optional agent wake behavior.
Agent reports from interrupted runs remain allowed.

## Model Used

OpenAI Codex, based on GPT-6, assisted with design, implementation, code
execution, and browser verification. The exact runtime model ID and
context window are not exposed in this session. The agent used reasoning
and tool calls.

## 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 the relevant tests locally and they pass; the full
local-suite limits are documented above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 10:28:00 -05:00
DottaandPaperclip 2991a59b17 fix(adapters): prevent engine fallback and preserve usable runtime defaults (#13105)
## Thinking Path

> - Paperclip manages agents that must write work and report task
outcomes through its API.
> - Local adapters select an execution engine and its permission
settings.
> - A higher ACP Node requirement can make an unchanged installation
lose access to its default engine.
> - The adapter then silently selects CLI, which can change permissions
and block API access.
> - This pull request keeps the engine choice fixed and reports missing
prerequisites before work starts.
> - It also gives explicit Codex CLI runs usable defaults and keeps
managed services on a supported Node runtime.

## Linked Issues or Issue Description

Refs #12215. Related changes: #11792 raised the Node requirement; #13094
addressed separate runner networking behavior. This change fixes the
engine-selection and managed-launcher paths.

**What happened?**

An unchanged agent could switch from ACP to CLI after an upgrade. Codex
CLI then used read-only permissions with networking disabled. The run
could finish without updating its task. Repeated recovery attempts used
the same unavailable setup. Managed updates also skipped the Node check
and did not refresh old launchers.

**Expected behavior**

An unavailable engine must fail with a clear setup error. It must not
silently select another engine. Explicit CLI runs must be able to write
workspace files and call the API unless the operator configures stricter
settings. Managed updates must validate Node and keep child tools on
that runtime.

**Steps to reproduce**

1. Run an ACP-default agent under Node 22 after the ACP minimum rises to
24.11.
2. Leave the engine unset and disable the approval/sandbox bypass.
3. Observe the old adapter select CLI and fail to write task disposition
through the API.
4. Start a managed service with an old launcher and a supervisor PATH
that selects a different Node for child tools.

## What Changed

- Remove automatic engine fallback for Codex, Claude, Gemini, and Kimi.
Check prerequisites for default and explicit ACP selections.
- Return a configuration error with proof that provider work did not
start. Stop automatic continuation retries for this error.
- Enable Codex ACP workspace networking at the actual turn boundary.
Upstream mode presets otherwise force it off even when config.toml
enables it. Preserve explicit network denial and read-only mode.
- Set workspace-write and network access defaults for explicit Codex CLI
runs. Preserve explicit sandbox modes, profiles, and network
restrictions.
- Pin the validated Node directory in managed launcher PATH. Refresh
legacy launchers during installs and npm/Git updates.
- Reject updates on unsupported Node. Keep update checks, dry runs, and
rollback available.
- Synchronize the qualified Codex ACP executable identity across server,
TypeScript runner, Rust runner, and provider-pack launch paths.
- Add regression tests and update engine and installation documentation.

## Verification

- [Full CI passed on the final
head](https://github.com/paperclipai/paperclip/actions/runs/34387099695):
typecheck, build/native runner verification, all general and serialized
test shards, all browser shards, release registry, canary dry run, and
policy checks.
- Greptile: 5/5 on `2c1d6e2815830a5cd39e36c8a082cc0c4441b6c0`, with no
unresolved review findings. Security gates are green.
- Full workspace typecheck and build also passed locally. The final
deployed Linux build passed.
- Full Codex, Claude, Gemini, and Kimi source test suites: 804 passed, 2
skipped. Installer, updater, and launcher tests: 47 passed. Installed
ACP turn-boundary tests: 3 passed. ACP packaging tests: 14 passed.
Focused recovery classification tests also passed.
- Real Linux Codex CLI runs, both fresh and resumed, wrote a workspace
file and reached the control-plane health API with the new defaults.
- Explicit read-only and network-disabled control probes retained those
restrictions.
- A real ACP run on the final deployed Linux build wrote a file and
reached the control-plane API with HTTP 200, without engine fallback.
The same probe failed DNS before the turn-policy patch.
- Executable-identity and installed-policy contracts: 12 passed.
Affected native server tests: 197 passed. Runner factory tests: 21
passed. Rust qualification and native provider integration tests: 11
passed.
- Deployed the production changes to a Linux service on Node 24.20 after
a verified database backup. Health, bootstrap readiness, static UI,
executable/cwd identity, and guarded restart checks passed. The restart
lost no runs.
- Corrected stale Kimi skill-default and Gemini remote-archive fixtures;
both suites pass.

## Risks

- Default or legacy auto engine settings now fail when ACP is
unavailable. Operators who intend to use CLI must select it explicitly.
- Codex CLI now permits workspace writes and networking by default, and
ACP workspace-write turns permit networking by default. Explicit
operator sandbox settings remain authoritative.
- Old managed launchers keep their pinned Node until they are
reinstalled under a supported runtime. An old updater cannot repair
itself; the documentation gives the current installer command.
- Custom service wrappers and global/source installations must configure
their runtime PATH. No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
shell execution, and test tools. The exact serving 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>
2026-09-09 13:27:24 -05:00
DottaandPaperclip e200104727 feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests.

Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
DottaandPaperclip 7ed122911b Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 16:18:47 -05:00
DottaandPaperclip b97101893f feat(projects): select multiple GitHub source repositories (#13010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects give tasks a common source repository and execution
context.
> - The current project form asks for a raw URL and unrelated metadata.
> - Teams need to select several repos from GitHub connections they can
use.
> - This pull request implements the reviewed project form and
repository editor.
> - The server checks credential ownership and shared audiences before
discovery.
> - Existing workspace URLs and runtime identity rules remain
compatible.

## Linked Issues or Issue Description

**Problem or motivation**

Project creation accepts one raw repository URL. It does not help users
select repos from their usable GitHub connections or attach several
repos together.

**Proposed solution**

Add a shared GitHub repository picker to project creation and
Configuration. Support multiple selections, transactional persistence,
and the existing GitHub setup flow. Simplify the project form and
Configuration tab as reviewed.

**Alternatives considered**

Keep a raw URL field or add a separate repository table. The existing
workspace collection already supports several repositories and keeps
legacy URLs compatible.

**Roadmap alignment**

This builds on the shipped MCP Tool Gateway and Apps capability. It does
not change runtime credential delegation.

Related work: #11662 addresses the existing dialog's viewport limits.
#4552 addresses generic Git URLs; this change preserves those URLs in
existing workspaces.

## What Changed

- Add company-scoped repository discovery from usable personal and
shared GitHub grants, with provider-ID deduplication, PAT pagination,
and partial failure handling.
- Document the repository endpoints and board access requirements in
OpenAPI.
- Validate new selections and save projects with multiple repository
workspaces in one transaction. Preserve legacy URLs and existing
selections whose access was lost.
- Implement the reviewed Create project dialog, shared repository
editor, scrolling, and mobile layout.
- Move repositories above environment variables, remove Status and Goals
controls and env help paragraphs, move Created to the bottom, and
redirect Overview to Configuration.
- Reuse GitHub setup in dialogs, preserve project drafts, and verify
popup completion through the API.
- Replace the configuration story's DOM adapter with explicit production
composition. Keep the reviewed mobile and short-viewport stories.

## Verification

- Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and
`pnpm check:token-gates`.
- Passed: focused repository access, database persistence,
configuration, and connection setup tests.
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`.
- The browser tests use a real temporary server/database. They cover
create, forty persisted repos, mobile scrolling, save/reload, legacy URL
editing, and rejection without a partial project.
- GitHub responses and popup completion use deterministic fixtures. No
real GitHub account was authorized by the test suite.
- All CI general, serialized server, and browser test shards pass on the
final commit.
- The local full-suite run overlapped review edits and was stopped;
fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated
local worker, built-in-agent, and routine timing/socket failures passed
isolated reruns.
- Final commit `1b3308dca`: all CI gates pass, including build, runner
verification, typecheck, canary dry run, and security checks. Greptile
is 5/5 with no unresolved review threads.
- Storybook visual regression is opt-in and was skipped by CI; the
Storybook build passed locally.

## Risks

- Repository discovery depends on provider availability. Failed
connections are reported while successful results stay usable.
- Selections identify source workspaces; they do not grant agents new
credentials. The existing primary-workspace and responsible-user
identity rules still apply.
- No database migration is needed. Existing API status, goals, dates,
and manual workspace URLs remain supported.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser tools. The runtime does not expose a more
specific model deployment 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>
2026-09-08 08:21:28 -05:00
DottaandPaperclip 9dd6526b47 fix(security): harden privileged server boundaries (#12776)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server controls secrets, host files, outbound requests, and
workspace commands
> - A red-team review found cases where restricted callers could cross
these trust boundaries
> - These cases could expose credentials or let untrusted input reach
privileged resources
> - This pull request applies least-privilege checks at each affected
server boundary
> - The benefit is safer agent execution without changing the
private-instance bootstrap contract

## Linked Issues or Issue Description

**What happened?**

Several server paths used authorization, redaction, or content-delivery
rules that were too broad. Restricted agent keys could obtain
company-level operational data. Some adapter and instruction paths could
reach server-owned network or file resources without the required owner
approval.

**Expected behavior**

Paperclip must redact credential values, enforce restricted-key scopes,
guard outbound network access, prevent same-origin script execution, and
reserve host-level file and command controls for authorized operators.

**Steps to reproduce**

1. Configure an authenticated development instance at the parent commit.
2. Exercise the affected APIs with a restricted agent key or a
non-instance-admin company user.
3. Observe that the parent commit returns privileged data or accepts a
privileged operation.
4. Repeat on this branch and observe a redacted response, a safe
download, or an HTTP 403 response.

**Paperclip version or commit**

The findings reproduce from commit `39898ab22` and are fixed by this
pull request.

**Deployment mode**

Authenticated self-hosted server and local development modes.

**Installation method**

Built from source with pnpm.

## What Changed

- Redact generic secret `value` and `token` fields recursively in
structured logs.
- Classify exact and separator-suffixed `KEY` environment names as
secrets in company exports.
- Limit restricted self-identity responses and protect company run, log,
and secret catalog APIs.
- Route HTTP adapter requests through DNS-pinned SSRF protection with
exact private-origin allowlisting.
- Download HTML, SVG, and other script-capable assets with `nosniff` and
a sandbox CSP.
- Require instance-admin access for external instruction roots and
exports that read them.
- Block agent-authenticated host command persistence across supported
workspace runtime shapes.
- Apply the central runtime-management decision before workspace command
controls.
- Keep the documented first-user instance-admin claim contract
unchanged.
- Add regression tests and server-owner configuration documentation.

## Verification

- `pnpm -r typecheck` passes.
- The Node 24 remediation suite passes with 365 tests. It skips 25
environment-gated tests.
- `pnpm build` passes under Node 24.
- `git diff --check` passes.
- The full local runner reaches known macOS-only general-server harness
failures before the serialized route lane. The Linux PR matrix is the
authoritative full-suite gate.

## Risks

- Restricted agent keys now receive HTTP 403 responses from company-wide
run, log, and secret catalog endpoints.
- Script-capable assets now download instead of rendering inline.
- External instruction roots now require instance-admin access.
- Private HTTP adapter endpoints now require an exact origin in
`PAPERCLIP_HTTP_ADAPTER_PRIVATE_ENDPOINT_ALLOWLIST`.
- Public HTTP adapter endpoints remain enabled. Redirects and metadata
or link-local targets remain blocked.
- No database migration is required.

> 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. The exact serving snapshot and context-window size
are not exposed. The model used tool-enabled reasoning, repository
access, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 14:15:32 -05:00