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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandPaperclip
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0a511ed1b0 |
feat(apps): support multiple provider connections (#11060)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 **Subsystem affected** Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. **Problem or motivation** The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. **Proposed solution** Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. **Alternatives considered** The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. **Roadmap alignment** This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > 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 with the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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5da382fd59 |
feat(skills): require explicit merge modes (#10978)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description **What existing behavior does this improve?** This change improves agent skill synchronization and company package import. **Subsystem affected** This is a cross-cutting change across the shared contracts, server, CLI, and UI. **Current behavior** Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. **Proposed behavior** Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. **Reason and benefit** Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. **Breaking changes** Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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e43f187cad |
feat(secrets): add human-approved secret proposals (#9934)
## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Agents can encounter credentials during work. > - Directly creating live secrets or bindings would bypass human governance. > - Proposal records must remain inert and separate from live secret resolution until an authorized human approves them. > - Approval must reuse the existing secret-create and protected agent-config write paths. > - This pull request adds the propose, review, approve, and reject lifecycle. > - The benefit is that agents can safely hand credentials into Paperclip without exposing plaintext or gaining authority to activate them. ## Linked Issues or Issue Description Follow-on to #9921, which established run-bound agent secret access. **Problem / motivation:** Agents can receive credentials during work. There is no governed way for them to propose a credential or binding without exposing plaintext in work artifacts or immediately creating live access. **Proposed solution:** Store agent-authored proposals outside live secret tables. Encrypt each proposed value and register exact-value redaction when Paperclip receives it. Require an authorized human to approve or reject each proposal. Approval executes through the normal write paths as the human approver. Binding proposals can target only the proposer or its downward reporting chain under the restrictive V1 policy. **Alternatives considered:** We rejected live secrets with a `proposed` status. That design would put untrusted rows in resolver, list, and sync paths. It would also allow uniqueness squatting. We rejected direct agent binding writes because a binding is an agent-config write and must keep the existing human permission gate. **Roadmap alignment:** This change extends the run-bound agent secret-access foundation in #9921 with a governed proposal workflow. ## Security Verdict Q0 SecEng verdict: **PASS-with-required-changes**. The review accepted the separate proposal-table design and required the implementation to: - fail closed unless both encryption and exact-value run redaction registration succeed; - scrub ciphertext idempotently on reject, withdraw, and expiry, with audit-visible state; - treat agent justification as hostile input and foreground action, target, provenance, and approver permissions; - snapshot and re-check the target agent plus reports-to chain at approval to prevent org-chart laundering; - make cascade approval atomic and fail closed if either secret creation or binding authorization fails; - deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources consistently; and - execute approval through the normal human secret/config write paths, including protected-change gates. Those requirements are implemented and covered by focused service, route, and UI tests. Residual V1 risk remains the accepted 14-day encrypted retention window. Proposal-time redaction also cannot clean a value that leaked before the propose call. ## What Changed - Added `company_secret_proposals`, migration `0207`, shared proposal contracts, and a state-machine service for create, approve, reject, withdraw, cascade, expiry, and ciphertext scrubbing. - Added run-bound agent proposal routes and board review routes. The routes derive provenance from authentication and enforce source restrictions, company isolation, chain-of-command checks, approval-as-approver, wake-on-resolution, and dual audit trails. - Added durable per-run exact-value redaction registration so proposal values remain redacted on later read surfaces. - Added the Secrets **Proposals** tab and agent configuration **Proposed access** rows. The UI shows fingerprint and length only. It also frames agent justification as untrusted input, runs permission preflight, supports approve and reject actions, and confirms cascades. - Updated OpenAPI, agent skill guidance, API reference documentation, and focused server and UI regression coverage. - Rebased the branch onto current `master` and renumbered the proposal migration after `0206`. ## QA Acceptance Results Q5 QA verdict: **PASS — 9/9 acceptance criteria met**, with one Minor non-blocking follow-up. - **AC1:** proposed values never echo, never appear in live lists/resolvers, and expose only fingerprint + length to board reviewers. - **AC2:** restrictive `self_and_reports` matrix passes: self/downward allowed; upward/lateral denied. - **AC3:** secret approval uses the normal create path, honors rename overrides, records proposer/approver provenance, and scrubs ciphertext. - **AC4:** approved bindings materialize and resolve through the target agent's runtime list/fetch routes. - **AC5:** pending-secret bindings require cascade; cascade succeeds atomically and permission failures leave nothing applied. - **AC6:** reject, withdraw, dependent rejection, and expiry paths scrub ciphertext and preserve reasons/audit state. - **AC7:** token/source and approver denial matrix passes through live checks plus focused route tests. - **AC8:** proposal lifecycle events and reused `secret.created`/config-write events form the required dual audit trail; origin-issue notification and wake are queued. - **AC9:** both review surfaces render and execute correctly; UI approval materializes the binding. QA also confirmed zero plaintext occurrences for all exercised proposal values in server logs. The single finding is that the company-level `bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the restrictive `self_and_reports` policy. The matrix is correct and the follow-up is tracked separately, so QA classified it as non-blocking. ## Verification - Focused server proposal and redaction suite: 83 tests pass. - Focused proposal review UI suite: 54 tests pass. - Embedded-Postgres migration reapply test: 1 test passes with the documented 30-second timeout. - `pnpm --filter @paperclipai/db typecheck` passes, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes with all gates clean. - Q5 exercised the complete propose, review, approve, bind, and runtime-resolve flow over real HTTP, JWT, and database paths. It verified 9/9 acceptance criteria. ## Risks - Proposal ciphertext is retained encrypted for up to 14 days while pending. Terminal-state and expiry scrub paths reduce but do not remove server-compromise risk during that window. - The V1 target policy is restrictive but not yet company-configurable. A separate follow-up owns that change. - A new migration can require another renumber if another migration lands before maintainers merge this pull request. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent. The exact runtime model ID and context-window size are not exposed. The agent used reasoning, repository editing, terminal execution, Paperclip API, and GitHub CLI capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its commit trailers. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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68ddd6a7a0 |
feat(activity): add two-tier all-actors audit feed (#10831)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need one activity feed for human, agent, plugin, and system changes > - The existing audit endpoint returns only rows that have agent attribution > - The full audit view also requires a dedicated permission > - This pull request adds an explicit all-actors scope with basic and privileged access tiers > - The benefit is that company members can inspect the shared activity history while sensitive attribution and export controls stay protected ## Linked Issues or Issue Description **What existing behavior does this improve?** The company audit activity endpoint and the board audit route. **Subsystem affected** Server REST API and board UI routing/API contracts. **Current behavior** The agent-action audit endpoint excludes activity without an agent ID. It also rejects company members who do not have the full audit permission. **Proposed behavior** Callers can opt into `actorScope=all`. A company member receives all actor kinds with sensitive attribution fields removed. A permitted board user receives complete rows and can use attribution filters. The default scope and CSV permission remain unchanged. **Reason and benefit** The board needs one chronological activity source for user, agent, plugin, and system actions. A two-tier response keeps the feed useful without widening access to detailed attribution or export capabilities. **Breaking changes** None. The endpoint keeps the existing agent-only scope and permission behavior by default. ## What Changed - Added `actorScope=all` to the unified audit query and included activity from every actor type. - Added a company-readable basic tier that removes run, responsible-user, agent, and details attribution. - Kept attribution filters and CSV export behind `audit:view_agent_actions`. - Added route and integration coverage for basic readers, permitted readers, pagination, filter denial, and all actor kinds. - Added the missing unprefixed `/audit` redirect and company route classification. ## Verification - `pnpm exec vitest run server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts ui/src/lib/company-routes.test.ts --reporter=verbose` (35 tests passed) - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` ## Risks - The all-actors query can return more rows than the legacy agent-only query. Cursor pagination and existing limits bound each request. - The basic tier intentionally exposes action and actor-kind context. It removes detailed run, agent, responsible-user, and details attribution. - The legacy endpoint behavior remains the default, which reduces compatibility risk. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability and does not introduce a separate workflow system. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, 114K context, agentic reasoning with 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> |
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DottaandPaperclip
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5858ccb981 |
feat: make in-app features cloud-aware (#10850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server REST routes and the React board UI. **Problem or motivation** A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. **Proposed solution** Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. **Alternatives considered** An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. **Roadmap alignment** This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its 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> |
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678728f650 |
feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents move issues to `in_review` and rely on a "review path" (an interaction, an approval, a monitor, or a named reviewer) to tell them who decides next. > - That review path can silently disappear. A user comment supersedes the pending interaction, a monitor is exhausted, or a run ends without restoring a path. The issue then sits in `in_review` with nobody reviewing it and no visible action. > - Such issues become invisible zombies. Nobody knows a decision is owed, so the work stalls forever. > - This pull request makes the review path a maintained invariant, exposes a `reviewAttention` surface, and gives every stalled review three inline actions in the UI. > - The benefit is that an `in_review` issue always shows who reviews it, or shows an amber "nobody is reviewing this" notice with one-click Approve, Request changes, and Send back to work. ## Linked Issues or Issue Description This pull request describes the problem inline. The tracking issue is internal. **Subsystem affected** The review and attention loop that agents and humans share: the `in_review` status, the `reviewAttention` surface, the /decisions attention feed, and the issue-page review panel. **Problem or motivation** Agent-owned issues in `in_review` can lose their last review path. A user comment supersedes the pending interaction. A monitor is exhausted. A run ends without restoring a path. The issue then sits in `in_review` with no reviewer and no visible action. It becomes an invisible zombie and the work never progresses. **Proposed solution** Maintain the review path as a server invariant. Expose a `reviewAttention` field that says what is under review, who decides, and since when. Render a persistent review panel on the issue page and inline actions on the /decisions feed. Keep human PATCHes into `in_review` ungated, but record the requesting user so the panel never renders empty. **Alternatives considered** A pure background auto-recovery sweep. This stays opt-in and is not enough on its own, because it is invisible to the human. A bare status banner. This is rejected, because it gives no action to resolve the stall. **Roadmap alignment** This improves the core review and attention loop that both agents and humans use every day. ## What Changed - **Server — maintained review-path invariant:** when an issue enters or sits in `in_review`, the server derives and persists a review path (interaction, approval, monitor, or the requesting user) and recovers a stale path with one bounded wake instead of leaving the issue pathless. - **Server — `reviewAttention` surface:** a new field describes what is under review (bound target with links), who decides, since when, and whether the review is stalled. Stalled agent-assigned reviews are now included in the attention feed. - **Server — inline stalled-review decisions:** secured routes let a permitted responder Approve (→ `done`), Request changes (→ `todo` + wake carrying the note), or Send back to work (→ `todo` + wake) directly from the attention feed. - **Server — resume-intent wake:** an `in_review -> todo` transition now wakes the assigned agent so a resumed review is not dropped. - **Server — user-entry symmetry:** user PATCHes into `in_review` stay ungated (no 422 for humans) and record the requesting user, who becomes the named responder when no other path exists. - **UI — review panel:** a persistent `IssueReviewPanel` renders above the thread whenever status is `in_review`. The covered state shows the bound target, responder, and outcomes and hoists the pending interaction/approval card. The stalled state shows the amber notice plus the three actions. - **UI — decisions card actions:** the same three actions render inline on the /decisions `AttentionQueueRow`. - **UI — responsive fix:** the stalled action row stacks to full-width buttons at phone width and returns to a horizontal row at `sm` and up. New 390px stories capture the phone layout. ## Verification - `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts src/api/issues.test.ts` — 91 tests pass. - Server suites added and updated: `issue-review-attention`, `issue-stalled-review-decision-routes`, `review-path-recovery`, `recovery-observability`, and related route/liveness tests (run by CI). - A designer reviewed the UI at 390px and desktop in light and dark themes on both the issue-page panel and the /decisions card. The stalled action row stacks cleanly at phone width with no overlap and keeps the horizontal row on desktop. ## Risks - **Migration:** adds migration `0200` (next after master `0199`, no renumber). It extends the agent-wakeup-requests schema and is additive. - **Behavioral shift:** `in_review -> todo` now dispatches a wake. This is intended (resume intent) and covered by tests. - **Authz:** the inline decision routes are permission-gated. Only a permitted responder sees and can trigger the actions. - Overall risk is moderate and contained to the review and attention loop. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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|
ded813ad6f |
feat(interactions): add governed agent addressees (#10252)
## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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76f442040c |
fix(ui): follow managed sign-out redirects
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
717684ad8f |
Add project folder browsing to skill imports (#9930)
## Thinking Path > - Paperclip is the control plane teams use to manage AI agents and their reusable capabilities. > - Skills Manager lets operators discover and import skills from project workspaces. > - Automatic discovery only surfaces skills in conventional locations, so valid skills stored elsewhere in a project are invisible. > - Operators need a safe way to navigate project folders without exposing paths outside the selected workspace. > - This pull request adds company-scoped workspace folder browsing and selection to the project skill import flow. > - The benefit is that operators can find and import valid skill folders regardless of repository layout while preserving workspace boundaries. ## Linked Issues or Issue Description - **Subsystem affected:** Cross-cutting (`server/`, `ui/`, and `packages/shared`). - **Problem or motivation:** Project skill imports rely on conventional directory discovery, which prevents operators from selecting valid `SKILL.md` folders stored in atypical locations. - **Proposed solution:** Add a company-scoped browse endpoint and a folder browser in the import dialog. The server resolves real paths, rejects traversal outside the workspace, skips symlinks and high-noise directories, identifies skill directories/files, and caps listings at 250 entries. - **Alternatives considered:** Expanding the automatic scan to every directory would be slower and noisier, while accepting arbitrary filesystem paths would weaken project/workspace scoping. - **Roadmap alignment:** This extends the completed “Skills Manager, Skill Studio & Skills Store” capability in `ROADMAP.md` without duplicating planned core work. - **Additional context:** GitHub search found no duplicate or closely related public issues or pull requests. ## What Changed - Added shared browse request/result contracts and validation for project workspace navigation. - Added a company-scoped API route and service that safely lists local workspace folders and detects `SKILL.md` entries. - Added project workspace/folder navigation to the import dialog, including parent navigation, workspace switching, truncation feedback, and direct skill selection. - Added service and route regression tests for browsing, skill detection, company isolation, and traversal rejection. - Added shared response schemas and OpenAPI documentation for the browse endpoint. - Hardened explicit skill selections with realpath containment so symlinked directories cannot escape the project workspace. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills.test.ts` — 64 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed. - Focused post-review reruns: `company-skills-service.test.ts` — 45 tests passed; shared/server typechecks passed. - GitHub latest-head checks — all green after one transient e2e rerun; no pending or failing checks. - `pnpm check:token-gates` — all gates clean on the rebased head. ## Risks - Low-to-moderate risk: this adds a filesystem browsing surface. Realpath containment checks prevent workspace escape, symlinks are excluded, remote-managed workspaces are rejected, and directory listings are capped. - The browser intentionally hides `.git` and `node_modules`; skills inside those directories cannot be selected through this flow. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.5`, reasoning-enabled with terminal/tool use and code execution; runtime context-window size is not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the execution harness requires preserving the assigned branch name. - [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 — no user-facing docs changes are needed beyond this PR description because the flow is self-explanatory UI behavior. - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0a09e4d975 |
feat(decisions): add desk workflow and retention (#10672)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Decisions desk shows work that needs a human decision > - The queue foundation can group and rank decision work > - Operators also need a focused daily view and a safe way to handle old work > - This pull request adds the desk controls, the aging shelf, and reversible retention > - It also binds bulk archive decisions to the exact reviewed item set > - The benefit is a smaller daily queue without lost or orphaned work ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server, UI, database, and shared contracts. **Problem or motivation** Decision work can grow into one large company list. Operators need quick queue and date controls. Old items also need a safe retention path that does not delete work. **Proposed solution** Add queue and date controls to the Decisions desk. Compute the aging shelf on the server. Archive idle items after 90 days unless an operator keeps them. Keep archived items searchable and revivable. Notify origin agents in one batch per sweep. Bind bulk archive proposals to a signed, exact item manifest. **Alternatives considered** Client-only aging can drift across browsers and source kinds. Deleting old rows removes audit and recovery paths. An unsigned dynamic bulk query can archive items that the reviewer did not inspect. **Roadmap alignment** This work supports the Work Queues and decision-memory directions in `ROADMAP.md`. It extends the Decisions and attention-feed foundation from #10651. Related earlier work includes #9380, #10010, and #10474. ## What Changed - Added the queue rail, date chips, decide split, triage strip, queue page, and aging shelf UI. - Added server-owned shelf state with per-queue retention overrides. - Added reversible retention state, archive history, and an idempotent notification outbox. - Added the 90-day archive sweeper, Keep exemption, archived feed query, and revive actions. - Added one origin-agent notification per agent and sweep. - Added signed bulk archive proposals with exact-set and version checks. - Persisted queue-exclusion reasons atomically and kept cross-domain source resolution per-item until it has an exact-set transaction contract. - Added API contracts, OpenAPI entries, migration coverage, focused tests, and Storybook screens. ## Verification - `pnpm -r typecheck` - `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408 files and 3,362 tests passed) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` - `pnpm build` - `pnpm check:token-gates` - Focused retention, attention, decisions, migration replay, startup, and UI API tests. - Complete queue snapshot regression with 51 items across the normal 50-item page boundary. The unmodified CLI test reports one warning assertion in this runtime because the harness injects static AWS credential variables. The isolated test passes when those two variables are removed. ## Risks - The migration adds retention and notification outbox tables. It uses idempotent table, index, and foreign-key creation. - Retention runs on the heartbeat scheduler interval. Compare-and-set version checks prevent stale archive writes. - Bulk archive acceptance fails closed when authority, activity, version, or the reviewed set changes. - Archive is reversible and does not delete source records. > 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 with `gpt-5.6-sol`. The model used tool calls, code execution, database migration generation, and test execution. The context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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30c49c8327 |
feat(decisions): add queues and prioritized attention feed (#10651)
<!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source control plane for companies of AI agents. > - Operators use the attention feed to find decisions that need action. > - The feed has eleven source kinds, but it has no durable queue or triage state. > - The feed also returns every item and lacks decision deadlines, snooze state, and decision-focused ordering. > - This pull request adds secure queue sidecars and enriches the attention feed with triage data, filters, cursor pagination, and decide-now ranking. > - The benefit is a bounded feed that can show the most urgent decisions first without weakening source visibility rules. ## Linked Issues or Issue Description This pull request replaces the closed [#10634](https://github.com/paperclipai/paperclip/pull/10634). It combines that queue foundation with the dependent attention-feed change as one review unit. **Subsystem affected** Database schema, shared contracts, server authorization and REST APIs, and the UI attention client library. **Problem or motivation** The attention feed can contain hundreds of mixed decision items. Operators cannot group them into durable queues, set a decision deadline, snooze an item, or request a bounded page ordered by urgency. The current client must download the full feed on each refresh. **Proposed solution** Store queue membership and triage state by stable attention identity. Re-authorize each source during queue reads and writes. Enrich attention items with queue, deadline, snooze, expiry, rule, and origin data. Add activity and queue filters, opaque cursor pagination, decide-focused ordering, and a decide-now count. **Alternatives considered** Adding queue fields to every source would duplicate schema and authorization logic across eleven source kinds. Client-only filtering and sorting would still transfer the full feed and would make pagination unstable. **Roadmap alignment** This change improves the core decision-attention surface and operator oversight. It does not implement the separate general-purpose work queue milestone in `ROADMAP.md`. ## What Changed - Added company-scoped queue, membership, triage, and append-only event tables with actor and run provenance. - Added queue CRUD, item membership, starter-rule discovery, and decide-by and snooze endpoints. - Kept source authorization on each queue mutation, read, and count. - Added attention fields for expiry, rule, origin agent, queues, decide-by attribution, and snooze state. - Added activity date filters, queue filters, opaque cursor pagination, and configurable page limits. - Added decide-now ordering by deadline, expiry, severity, and activity. - Added `decideNowCount` and excluded actively snoozed items from the default feed. - Updated the shared and UI client contracts. - Added focused server, route, OpenAPI, and UI client tests. ## Verification - `pnpm exec vitest run server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-queues-routes.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts ui/src/lib/attention.test.ts` (72 tests passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - `git diff --check origin/master...HEAD` ## Risks - The migration adds four company-scoped tables and provenance foreign keys. Migration numbering and safety checks pass. - Attention reads can lazily create starter queues and memberships. Inserts are idempotent, audited, and transactional. - Cursor validity depends on the filtered feed. The API returns a clear validation error when the cursor item no longer exists in that feed. - Queue reads re-check source visibility. This favors correct authorization over fewer queries. > 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, model `gpt-5`. The runtime used agentic reasoning, repository tools, code execution, and test execution. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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9c1f8e7887 |
feat(decisions): add first-class propose mode (#10010)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**, **Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool access)**, and **Activity History** by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - **Migration:** Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - **Authorization:** Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - **Concurrency:** Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - **UI:** Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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71231dfa38 |
feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description **Feature.** This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 - Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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DottaandPaperclip
|
627728bdde |
feat: add authoritative issue PATCH receipts (#10478)
<!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents update tasks through the issue API. > - The update response did not state which values changed. > - Blocker updates also did not echo the scalar blocker IDs. > - Agents therefore used an extra GET request to confirm a successful write. > - This pull request adds an authoritative change receipt and an optional small response. > - The benefit is fewer API calls with a clear and compatible write contract. ## Linked Issues or Issue Description No public GitHub issue exists for this change. ### Subsystem affected Cross-cutting: `server/`, `packages/shared`, and the UI issue cache. ### Problem or motivation A successful issue PATCH returned the updated issue, but it did not identify the effective changes. Blocker writes returned relation summaries without the scalar IDs. Agents could not distinguish a confirmed clear operation from missing data. The response must confirm committed field and blocker changes while existing UI clients continue to receive the full issue by default. ### Proposed solution Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo. Support `Prefer: return=minimal`. Keep the full response as the default. ### Alternatives considered Make the small response the default for agent tokens. This would create different response contracts by actor type, so this pull request does not use that design. ### Roadmap alignment This is a focused control-plane reliability improvement. It does not duplicate an open roadmap milestone. ## What Changed - Compute committed issue row and relation changes in the issue service. - Omit no-op fields and truncate changed long text values to 200 characters. - Echo blocker ID arrays for blocker set and clear requests. - Add the opt-in `Prefer: return=minimal` response and `Preference-Applied` header. - Keep receipt metadata out of React Query issue caches. - Add route and embedded Postgres tests for the new contract. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "returns authoritative update receipts for row fields and blocker relations"` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `git diff --check` ## Risks - Low compatibility risk. The default response only adds receipt fields. - Minimal mode is opt-in. Existing clients do not receive a smaller body. - The receipt excludes `updatedAt` because the response already returns it as the freshness anchor. - Prose API and agent workflow guidance will follow after the server contract is available. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The exact deployment ID, context window size, and reasoning mode are not exposed to the agent. The agent used repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin Foley
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90ead239a8 |
feat(ui/server): name cross-company environment secret refs instead of calling them missing (#10577)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environment configs (sandbox providers, SSH) can bind stored company secrets through `format: "secret-ref"` fields, picked in the environment editor's secret picker > - Environments are instance-scoped and shared by every company on an instance, but the picker lists only the current company's secrets, so a ref pointing at another company's secret renders as "Missing secret (…)" in destructive styling > - That state is indistinguishable from a genuinely deleted secret, so operators "fix" a healthy binding by creating a duplicate secret in their own company — the exact sequence that used to corrupt bindings before #10576 > - This pull request adds an instance-gated metadata endpoint for an environment's secret refs and teaches the picker to name a cross-company secret and its owner honestly > - The benefit is that operators can tell a healthy cross-company binding from a broken one, and stop creating duplicate secrets ## Linked Issues or Issue Description **Is your feature request related to a problem? Please describe.** In the environment editor, a secret-ref field that points at a secret owned by a different company shows "Missing secret (22095402…)" in red, with "The previously selected secret is no longer available. Pick another or remove the binding." The binding is actually healthy — the current company's picker just cannot list the other company's secrets. Operators react by creating a duplicate secret and re-pointing the field. **Describe the solution you'd like** The editor should know the referenced secret's name, status, and owning company (metadata only, never the value) and present a cross-company ref neutrally, a deleted secret as deleted, and only an unknown id as missing. Related: #10576 (fixes the binding corruption this UI state used to trigger). ## What Changed - New `GET /environments/:id/secret-refs` returns `{ refs: [{ configPath, secretId, name, status, companyId, companyName }] }` for the environment's config-derived secret refs. Values are never returned. The route sits behind `assertCanAccessInstanceEnvironments`, the same gate as environment editing. - New `secretService.describeSecretRefs` loads that metadata across companies; unknown ids are omitted. - `SecretBindingPicker` reads an optional `SecretRefHintsContext` (keyed by secret id). With a hint, a ref the company list cannot show renders as `NAME — Owning Company` with neutral styling and the note "Owned by the … company. The binding keeps working; selecting a secret from this list re-points it here." A hint with `status: "deleted"` reports the secret as deleted. Without hints, behavior is byte-identical to before — agent editors and other picker users are unaffected. - `CompanyEnvironments` fetches descriptors for the environment being edited and provides them through the context. ## Verification - `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts src/__tests__/secrets-service.test.ts` — new endpoint happy path, agent 403 (descriptors never computed), and embedded-Postgres coverage proving cross-company names resolve and unknown ids drop out. - `cd ui && pnpm vitest run src/components/SecretBindingPicker.test.tsx src/components/JsonSchemaForm.test.tsx src/pages/CompanyEnvironments.test.tsx` — hinted cross-company rendering, hinted deleted secret, and unchanged no-hint fallback. - `pnpm run typecheck` in `server` and `ui`. - Manual: edit an environment whose secret-ref field references another company's secret; the field names the secret and its owning company instead of "Missing secret". ## Risks - The endpoint exposes secret names and company names across companies to instance-level environment editors. Those actors already manage instance-shared environments (and instance admins are implicit members of every company), so this reveals no secret material and no new reach; the service method documents that callers must sit behind an instance-level gate. - UI change is additive and context-gated; pickers without a provider render exactly as before. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended thinking, agentic tool use (file edits, vitest/tsc runs). No other models involved. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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DottaandPaperclip
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6a3cbe1c58 |
fix(ui): load the full selected timeline window (#9576)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The timeline page visualizes company activity across a selected date window > - The UI requested only the first paginated issue batch even when the selected zoom covered seven or thirty days > - A busy company could therefore render an incomplete timeline while the controls implied the full window was loaded > - The timeline query needs to exhaust the API pagination for the selected date range and combine each page without duplicating shared timeline records > - This pull request adds a paginated window loader, merges the returned timeline data, and covers the multi-page behavior with a regression test > - The benefit is that the visible timeline matches the selected zoom window instead of silently omitting later issues ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I searched existing open and closed issues and pull requests; no matching report or implementation was found. - [x] I reproduced the behavior against the pre-change `master` implementation. - [x] I confirmed the error originates in Paperclip's core timeline UI, not an adapter, provider, or local configuration. ### What happened? Selecting the default seven-day timeline range loaded only the first API page (up to 500 issues). Companies with more activity therefore displayed incomplete data even though the controls showed the full selected window. ### Expected behavior The timeline should load all issue pages that fall within the selected date window. ### Steps to reproduce 1. Open the company timeline for a date range containing more than 500 issues. 2. Keep the default seven-day range or select another multi-day preset. 3. Observe that only the first page of issue-backed timeline data is shown. ### Paperclip version or commit Pre-change `master`. ### Deployment mode Local dev source build. The behavior is not adapter-specific and is independent of database mode and access context. ### Privacy checklist - [x] No logs, configuration, personally identifiable information, or user data are included. ## What Changed - Added pagination parameters to the timeline API client contract. - Added a timeline window loader that requests every issue page and deduplicates actors, spans, events, and edges while preserving pagination metadata. - Switched the timeline query to use the complete-window loader. - Added a regression test proving a 501-issue window loads both API pages and combines their records. - Preserved delegation events and edges when parent and child issues fall on different API pages, with a server regression test. ## Verification - `pnpm exec vitest run server/src/__tests__/work-timeline-service.test.ts ui/src/pages/Timeline.test.tsx` — 16 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — passed. - Remote CI: build, typecheck, both e2e shards, canary, policy, security, every general/serialized test shard, and the aggregate `verify` gate passed on head `24784b28e9`. ## Risks - Low risk: the change is isolated to timeline data loading and has no schema or API endpoint changes. - Large date windows now make sequential requests for all issue pages, increasing request count for very active companies; the 500-item page size bounds each response. - Merged records rely on stable identifiers or composite event/edge keys; the regression test covers cross-page combination and deduplication behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.4 with reasoning, repository tool use, shell execution, and test execution. The runtime does not expose the exact 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> |
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Devin Foley
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075951f6bd |
Fix import completion UX: inbox flood, false-failure message, stale company list (#10538)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company Import/Export (#10507, hardened in #10523 and #10531) now imports a large company end to end via an async job > - A real 1,418-issue import succeeded, but three rough edges showed up in that success > - Imported issues flooded the inbox, a completed import surfaced a false "failed" message after its in-memory result expired, and the new company didn't appear in the switcher until a manual refresh > - This pull request keeps imported issues out of the inbox, treats an expired-but-completed import as success, and refreshes the company list on completion > - The benefit is that a successful import looks and feels successful, and doesn't bury the user's inbox in historical tasks ## Linked Issues or Issue Description - Refs #10507 / #10523 / #10531 (Import/Export and its hardening). No open issue; three post-import bugs described above. ## What Changed - **Imported issues no longer flood the inbox.** The inbox "mine" tab is a query: an issue is "touched" if the user authored a comment on it, and import re-attributes bundled user comments to the importing user — so every imported issue appeared. Import now seeds a per-user `issue_inbox_archives` row for each imported issue (via a batched `issues.archiveImportedInbox`), the exact table the inbox visibility query excludes. Gated on an actor user id, so agent/system imports and normal issue creation are untouched; genuine new activity still resurfaces the issue. - **A completed import no longer shows a false failure.** The in-memory job's terminal retention was 5 minutes, so a poll after that 404'd and the UI showed "failed." Retention is extended to 60 minutes — the real mitigation for a user who steps away during a long import. `watchImportJob` additionally treats a *server-confirmed* success whose full result is no longer retained (a `succeeded` status carrying only the compact summary — a cloud tenant job, or a board job whose full in-memory result aged out) as a soft success ("import completed — open the company"), navigating by the summary's company id. A 404 while the job is still being watched is *not* treated as success: a running job is never dropped by the retention sweep, so its disappearance means a restart mid-import that may not have finished, and it surfaces the honest "may have restarted while the import ran" error. A first-poll 404 (the id never existed) is likewise a real error. - **The imported company appears without a refresh.** `onSuccess` now invalidates the companies/switcher query unconditionally (covering both the full-result and expired-but-completed paths) and navigates by the job's company id. ## Verification - shared/server/ui typechecks clean; 15 UI tests in the touched spec green, plus the embedded-Postgres import batching and portability-routes suites. - New tests: embedded-Postgres test that imported touched issues are archived for the actor and excluded from the inbox query while a normally-created issue still appears; job resolvable at the old window+1 and only 404s past 60 min; UI soft success on a server-confirmed `succeeded` job without a retained full result (no error, list invalidated, navigates by company id), a running-then-gone job → honest error (restart mid-import), and a first-poll 404 → error. ## Risks - Low and import-scoped: the inbox archive only affects imported issues for the importing user; normal issue creation and non-user (agent/system) imports are unchanged. Retention extension is a constant; the async job store remains in-memory by design. A restart mid-import still 404s and is surfaced honestly as a possible failure (never masked as success); only a server-confirmed success whose full result has expired is reported as a soft success. ## Model Used - Implementation: Claude Fable 5 (`claude-fable-5`, Anthropic). Review hardening (the confirmed-success narrowing): Claude Opus 4.8 (`claude-opus-4-8`, Anthropic). Both via the Claude Code CLI with extended thinking + tool use; root-caused against the live import. ## 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 ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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Devin Foley
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5ec7ce76e5 |
Upload company import packages as compressed zip uploads (fix large-company imports through Cloud) (#10531)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company Import (#10507, hardened in #10523) lets a user upload a company package on the Import page > - The page expanded the user's `.zip` into a files map and POSTed it as ONE inline JSON body — ~40MB for a real company because attachment blobs get base64-inflated > - On Paperclip Cloud that body travels browser → harness proxy → tenant, where it truncated in transit → body-parser 400 → the browser saw "Failed to fetch", and nothing imported > - Two compounding causes: the giant inline body itself, and the board async opt-in riding an `x-paperclip-cloud-*` header that the Cloud harness strips as anti-spoofing (so async never engaged and the import held one fragile synchronous connection) > - This pull request uploads the raw compressed `.zip` as a multipart request (about a third the size, already compressed) parsed server-side into the same bundle the importer consumes, and moves the async opt-in to a proxy-safe `?async=1` > - The benefit is that a large-company import actually completes through Cloud: a small compressed upload, a real async job that survives dropped connections ## Linked Issues or Issue Description - Refs #10507 / #10523 (Import/Export and its hardening). No open issue; problem described above (large-company browser import through a proxy: inline JSON body truncates → 400 → "Failed to fetch"; async opt-in header stripped by the front door → async never engages). ## What Changed - **Multipart zip transport.** The Import page uploads the raw `File` as `multipart/form-data` (field `package`, import options in a JSON `meta` field); the server unzips it into `{ rootPath, files }` and runs the exact existing preview/import logic. The `application/json` inline path is byte-identical for CLI/programmatic callers. Bare `application/zip` (meta via `?meta=`) is also accepted for programmatic use. - **Shared node zip reader.** `packages/shared/src/portability-zip.ts` (node-only subpath, not re-exported to the browser bundle — same pattern as `portability-hash.ts`); the CLI's `zip.ts` becomes a thin re-export. Identical codec (STORE + DEFLATE via `inflateRawSync`, rejects data descriptors/zip64). - **Proxy-safe async signal.** `wantsAsyncImport` = `?async=1` (board browsers, survives the harness) OR the existing `x-paperclip-cloud-async-import` header (cloud tenants, set server-side). The UI async client now uses `?async=1`. Backward compatible. - **Size + preflight.** New `PORTABLE_ZIP_UPLOAD_LIMIT_BYTES = 128MB`; the inline 56MB preflight no longer gates the zip path (it shows the compressed size instead). Async submit/poll/resume, the duplicate-guard fingerprint (now over the resolved bundle), pause-on-import, progress/error panels, and activation all apply to the multipart path. - OpenAPI documents json + multipart + zip bodies and the `async` query param. ## Verification - Full typecheck chain (shared, server, ui, cli) clean. - 152 tests across 8 files: new `portability-zip.test.ts` (STORE/DEFLATE/base64-blob byte-exact round-trip, truncation throws, data-descriptor rejection); `company-portability-routes.test.ts` +7 (multipart import+preview equals the inline bundle; async multipart 202→poll→success; board async via `?async=1` with no cloud header; cloud-tenant async via header; sync fallback with neither; truncated-zip 400, nothing imported); `CompanyImport.test.tsx` asserts the local zip sends the raw File and the inline preflight no longer blocks; `openapi-routes.test.ts` green. - NOT yet measured: the end-to-end browser upload through the live Cloud harness — verified on staging after deploy before closing out. ## Risks - Import semantics unchanged — only transport changed; the JSON inline path is byte-identical, the cloud-tenant header async path untouched. Multipart parsing is server-side (memory-bound: a ~13MB zip → ~30MB files map, fine on the server). - The bare `application/zip` path is programmatic-only and covered by content-type dispatch but not a dedicated route test (the multipart path is). ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI, extended thinking + tool use; root-caused against live logs/DB and the harness proxy source. ## 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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Devin Foley
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276ae3a75d |
Harden company import: durable UI, async jobs, integrity guard, batched inserts (#10523)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company Import/Export (#10507) moves whole companies between instances as portability bundles > - Real-world use on a large company (1,418 issues, ~10.6k comments) surfaced a cluster of related failures: the import took hours and the browser connection died while the server kept running, a retry silently produced a second partial import, the progress/error UI gave no durable signal, and a cloud-tenant user couldn't even open the companies afterward > - Root cause of the slowness: importBundle inserted every issue, comment, and document as a separate round-trip to a network Postgres — an N+1-over-network pattern > - This pull request hardens the whole import path: durable progress/error UI, an async server-side job so imports survive dropped connections (with a duplicate-submit guard), a fail-closed guard against incomplete payloads, and batched inserts that cut a large import from hours to minutes > - The benefit is that migrating a real, large company actually completes, is legible while it runs, and can't half-import twice ## Linked Issues or Issue Description - Refs #10507 (the Import/Export feature this hardens). Supersedes #10513 (the progress/error-UI piece, folded in here). No open issue; problem described above (large-company import: slow, connection-fragile, silently duplicable, opaque UI). ## What Changed - **Batched inserts (perf):** importBundle pre-generates entity ids in JS and inserts in chunked multi-row statements, so children no longer wait on parents' generated ids. A 1,418-issue import drops from ~15,600 insert statements to **82** (190×); benchmark below. Import semantics — collision handling, pause-on-import, label/blocker/monitor/attachment/embedded-asset handling, blob sha verification — are unchanged (full portability suite green). - **Async import jobs for board sessions:** the existing cloud-tenant async job path opens to board sessions with per-actor job keys; the import page submits, polls, and resumes watching after a reload or dropped connection instead of holding one fragile request. A non-terminal job blocks a duplicate submit (409 returns the running job), preventing the double-import. - **Fail-closed completeness guard:** an optional `expectedFileCount` on inline imports; the server rejects (422 `import_payload_incomplete`) a body carrying fewer files than declared, so a re-framed/short payload fails loudly instead of half-importing. - **Durable progress/error UI (was #10513):** persistent progress panels with size-aware copy, persistent error panels with retry guidance, and inline explanation when the preview button is disabled; request-lifecycle guards so stale previews/imports can't publish or detach. ## Verification - `pnpm -r` typechecks (shared, server, ui) clean. - `company-portability.test.ts` (76) + `company-portability-routes.test.ts` (30) green — the import correctness net — plus new `CompanyImport.test.tsx` async/resume/409 coverage and a new batching regression test (a 50-issue import issues <50 issue-insert statements; rows land unchanged). - **Batching benchmark (embedded Postgres):** at 1,418 issues × 7 comments × 1 doc — 82 insert statements vs ~15,598 one-per-row (190×), ~1s wall-clock; a row-verifying run at that scale imports all 1,418 issues / 9,926 comments / 1,418 documents with unique identifiers and no warnings (no rows dropped by chunking). Over a network DB the round-trip reduction is the hours→minutes lever. - What is NOT directly measured here: wall-clock against a real network Postgres (that happens on a staging deploy); the local timing is network-free. ## Risks - Batching is the load-bearing change: it rewrites the import write path. Mitigated by the unchanged 106-test correctness suite, a new scale/row-integrity test, and per-writer transactions (a failure rolls back its table group; not a single outer transaction across writers — noted, correctness preserved). - Async jobs are in-memory (lost on server restart → pollers 404 and can resubmit); matches the pre-existing cloud-tenant job semantics. - `expectedFileCount` is optional (older callers unaffected); over-count is allowed, only under-count fails closed. ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI, extended thinking + tool use; implementation across Fable 5 subagents with live diagnosis against a running instance. ## 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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Devin Foley
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916c13501f |
Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company accumulates real state — issues, labels, blockers, documents, work products, monitors, attachments, agents, routines — and people need to move that state between instances: self-hosted to cloud, cloud back to self-hosted, or plain backups > - The experimental, flag-gated Cloud Sync transport (#6548) tried to solve this host-to-host: the source pushed into a receiver over HTTPS with a cross-instance consent/token handshake, which required the destination to be publicly reachable and broke for common self-hosted topologies (plain-HTTP LAN/VPN origins); the receiver half never landed upstream at all > - Meanwhile the portability bundle and the existing export/import pages already move companies offline with none of those networking constraints — but silently dropped labels, blockers, issue documents, work products, monitors, and every attachment > - This pull request removes the host-to-host transport and makes Import/Export the single data-movement path: the pages become first-class company-settings destinations, exports declare exactly what they do not carry, and bundle schemaVersion 6 now carries all of the above, with attachments as content-addressed sha256 blobs verified before a single row is written > - The benefit is a migration and backup flow that works between any two instances with no reachability requirements, no cross-instance auth, and no silent data loss ## Linked Issues or Issue Description - Refs #6548 — the original Cloud Sync sender this PR supersedes and removes. - Related, not duplicates: #1697 (goals in the portability manifest — orthogonal field addition), #954 (an earlier import/export + skill-visibility proposal predating the current portability bundle). - No open issue describes this directly, so in brief (feature-request shape): **Problem** — moving a company between instances silently lost labels (imports with label references actually hard-failed), blocker relations, issue documents, work products, monitor state, and all attachments, and the alternative Cloud Sync transport required the destination to be publicly reachable over HTTPS plus a consent handshake, which failed for typical self-hosted setups. **Desired behavior** — one Import/Export flow in company settings that produces a portable bundle carrying all of that data, tells the operator up front what it cannot carry, imports with automations paused, and offers real one-click activation afterwards. ## What Changed - New export fidelity report (`GET /api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel on the Export page listing anything a bundle will not include (now only: approvals, cost history, activity history) - Imports accept `pauseAutomations`; imported agents and routines land paused, the import result reports created routines, and the Import page ends in an activation panel that actually resumes selected agents/activates routines - Export and Import pages promoted into the company-settings nav; the Cloud Upstream wizard, ux-lab page, and API client removed; the old settings route redirects to Export - Host-to-host transport removed: upstream-sync/receiver-client routes and services, CLI `cloud connect`/`cloud push` + keypair store, the shared upstream transfer contract, and the `enableCloudSync` flag; migration `0196` drops the two experimental `cloud_upstream_*` sender tables - Bundle schemaVersion 6: labels (definitions + per-task names, remapped by name on import), blocker relations (`blockedBy` slugs, cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`), work products (system refs nulled), monitors (notes/scheduledBy restored, imported un-armed) - Attachments travel as content-addressed `blobs/<sha256>` entries (deduped; comment-scoped attachments re-link via comment index); every blob is hash-verified **before any write**, so a corrupted bundle cannot leave a partially imported company; both zip codecs now round-trip extensionless/binary entries byte-exactly; the Import page preflights the inline body limit and offers continue-without-attachments - v5 (and older) bundles still import, with an informational warning; bundles newer than v6 are rejected cleanly - Docs: board-operator import/export guide, CLI README, README/ROADMAP updated ## Verification - `pnpm -r` typechecks (shared, db incl. migration numbering/safety checks, server, ui, cli) and `pnpm check:token-gates` — clean - Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the only 3 failures being pre-existing on `master` (2× heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port; reproduced identically with this change stashed); ui + cli suites green; the embedded-Postgres export-fidelity suite applies the full migration chain including the new `0196` against a fresh database - Live end-to-end on a scratch instance: seeded a company with labels, a blocker pair, an issue document, a work product, a monitor, an agent, a routine, and two binary attachments (one comment-scoped) → export → import into a fresh company → labels remapped to new ids, blocker edge and document restored, monitor un-armed with notes intact, attachments byte-identical (sha256-compared through the API), agents/routines paused → activation panel resumed them; a v5-shaped bundle imported with only the info warning; flipping one byte in a blob made the import 422 with **zero** rows created - Reviewer repro: create a company with a labeled issue + attachment → Settings → Export → download → Settings → Import on another company/instance → watch the preview, apply with "start paused", then activate ## Risks - Migration `0196` drops `cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables behind a default-off flag; their connection/run history is intentionally discarded - Breaking removals are all of experimental, flag-gated surface: `/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai cloud connect|push`, and the `enableCloudSync` flag (stale keys in stored instance settings parse harmlessly) - Import remains non-atomic on mid-apply errors generally (pre-existing behavior); the new blob verification specifically moved ahead of all writes so tampered bundles cannot create partial state - GitHub-sourced imports do not fetch `blobs/*` and skip attachments with a warning ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with extended thinking, tool use, and subagent orchestration; implementation and review split across Fable 5 subagents, with live end-to-end verification against a running instance ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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DottaandPaperclip
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8f08ec5ce6 |
feat(status-cards): join summary-mentioned issues to watched set (#10205)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Status cards summarize changing company work and watch issues so later changes can produce useful deltas > - A summary can explicitly reference issues that are important to the update even when those issues do not match the card's configured queries > - Previously, those referenced issues were not retained in the watched set, so their later status, assignee, or comment changes could be missed > - The watched snapshot must avoid artificial additions or removals caused only by a summary changing which issues it references > - This pull request resolves issue references when a summary is written, persists them, and joins them to the watched snapshot with stable delta semantics > - The benefit is that status cards continue tracking the exact issues their latest update called out while keeping follow-up updates relevant and non-duplicative ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I have searched existing open and closed issues and this is not a duplicate. - [x] I am on the latest released version of Paperclip (or can reproduce on `master`). - [x] I have confirmed the error originates in Paperclip itself — not in my agent adapter, API provider, or local configuration. ### What happened? When a status-card summary explicitly referenced an issue by identifier or `/issues/<uuid>` URL, that issue was not automatically retained in the card's watched set unless it independently matched a configured query. Later status, assignee, or comment changes to an issue highlighted by the latest update could therefore be omitted. ### Expected behavior References in the latest summary should resolve only within the card's company, appear in dry runs and the watched-issues UI, count and fingerprint like query matches, and enter or leave the watched set without artificial added/removed deltas already represented by the summary change. ### Steps to reproduce 1. Create a status card whose query does not match a second issue in the same company. 2. Write a summary that references the second issue by identifier or issue URL. 3. Inspect the card's watched count or Watched issues tab. 4. Change the referenced issue's status, assignee, or comments and run the next update. 5. Before this change, the referenced issue is absent from the watched snapshot and its later change does not produce the expected delta. ### Paperclip version or commit - Reproduced on `master` before this PR (base commit `762ce5b4ef`). ### Deployment mode - Local dev (`pnpm dev`), built from source. ### Agent adapter(s) involved - Not adapter-specific (core bug). ### Database mode - Embedded Postgres test environment; the schema change uses standard PostgreSQL JSONB. ### Access context - Board (human operator). ## What Changed - Added migration `0191` and schema support for persisted `status_cards.mentioned_issue_ids`. - Resolved summary references by issue identifier or `/issues/<uuid>` URL within the status card's company when summaries are written. - Joined mentioned issues into watched counts and fingerprints so later status, assignee, and comment changes generate normal update deltas. - Suppressed artificial added/removed deltas when the latest summary starts or stops mentioning an issue. - Added `mentionedIssues` to dry-run responses and a “Mentioned in the latest update” group in the Watched issues tab. - Updated the summarizer prompt to explain that referenced issues automatically join the watched set. - Added focused server and UI coverage for reference resolution, snapshot behavior, deltas, API responses, and rendering. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/status-cards.test.ts src/__tests__/status-card-update-engine.test.ts` — 31 tests passed. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardTile.test.tsx` — 11 tests passed. - Earlier implementation verification also passed database/shared/server typechecks, UI `tsc -b`, the broader StatusCards UI test set, and embedded-Postgres migration application. ### Visual Verification - Greptile T-Rex ran Playwright browser checks successfully and captured the Status Card drawer Watched tab showing the new “Mentioned in the latest update” grouping: https://app.greptile.com/trex/runs/15796101/artifacts ## Risks - The migration adds a nullable JSONB column and is backward-compatible; existing cards have no mentioned issues until their next summary write. - Reference extraction is company-scoped to prevent cross-company issue association. - Watched counts and future fingerprints change for cards whose latest summaries reference issues; tests cover additions, removals, and suppression of spurious deltas. - This targeted status-card fix does not introduce a new roadmap subsystem or external integration. ## Model Used - Anthropic Claude Fable 5 (Paperclip model alias; exact underlying provider model ID and context window were not recorded in the implementation task metadata), with extended reasoning, tool use, and code execution. - OpenAI Codex coding agent (runtime model identifier and context window not exposed to this task) prepared the PR, rebased the branch, and ran focused verification with terminal 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7e40ed8c43 |
feat(status-cards): add experimental status card update view (#10101)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. The runtime did not expose a context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky Leach
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564870020b | Exclude archived projects from the default project list route (#10146) | ||
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Devin FoleyandPaperclip
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0f898f95af |
Render managed experimental settings as locked, with a 'Managed by Paperclip Cloud' badge (#10061)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The experimental settings page renders one interactive toggle per feature from the settings API > - On managed instances some values are enforced by the hosting control plane, and the API now reports those keys as managed > - Rendering enforced values as live toggles misleads users: the click appears to work, and the value silently snaps back > - This pull request renders managed keys as locked toggles with a "Managed by Paperclip Cloud" badge and guards the handlers so no PATCH can be emitted > - The benefit is UI honesty on managed instances, with self-hosted responses rendering exactly as before ## Linked Issues or Issue Description Builds on #10058 — renders the per-key `managedKeys` metadata #10058 adds to settings responses (typing shared from #10058 at rebase). No public issue exists; `feature_request` template fields: - **Problem or motivation:** on managed instances users see fully interactive toggles for settings the control plane enforces; changes appear to apply and never do, with no explanation. - **Proposed solution:** disabled toggle + badge + guarded handler driven by the settings response's managed-key metadata; the ~17 uniform setting cards are extracted into one shared component with copy, aria-labels, and patch payloads preserved verbatim. - **Alternatives considered:** hiding managed settings entirely (users lose sight of the effective value and why it is fixed); tooltip-only hints on still-active toggles (doomed PATCHes are still emitted and stripped server-side). - **Roadmap alignment:** supports the in-progress "Cloud deployments" milestone in `ROADMAP.md`. ## What Changed - When the settings API reports a feature key as managed (`managedKeys` from the managed-config overlay), the experimental settings page renders that toggle disabled with a badge and a guarded handler, so a click can never emit a PATCH. Previously, managed-instance users saw fully interactive toggles they could never actually change. Self-hosted responses (no `managedKeys`) render exactly as before. - The ~17 copy-pasted uniform setting cards are extracted into one `ExperimentalToggleCard` component with titles, descriptions, footnotes, aria-labels, and patch payloads preserved verbatim; the two bespoke cards get inline managed handling (the managed auto-recovery toggle also cannot open its preview dialog). - `ui/src/api/instanceSettings.ts` response typing now uses the shared `InstanceExperimentalSettingsWithManaged` / `ManagedSettingMetadata` types from #10058; `ui/src/pages/InstanceExperimentalSettings.tsx` locked rendering + card extraction; tests. ## Verification - 24 page tests (20 existing unmodified + 4 new: locked badge with no PATCH while unmanaged keys stay editable; managed auto-recovery opens no dialog; an open recovery preview closes with no PATCH when a refresh marks auto-recovery managed; self-hosted unaffected): `pnpm --filter @paperclipai/ui exec vitest run src/pages/InstanceExperimentalSettings.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` clean ## Risks - Low risk. UI-only change; no server or API behavior changes. Self-hosted responses carry no `managedKeys`, so the page renders exactly as before there. The card extraction preserves copy, aria-labels, and patch payloads verbatim, covered by the 20 pre-existing page tests passing unmodified. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use; independently peer-reviewed by a second AI agent before push ## 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> |
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DottaandPaperclip
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d23fbf8ae4 |
feat(connections): add AppDefinition Wave 1 catalog (#9981)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that defines which external apps and MCP-style integrations operators can browse, configure, and run > - The v3 schema core in #9958 added stable connection identities, auth metadata, and grant-aware contracts, but the app catalog still used the older gallery shape > - The product needs a richer, typed AppDefinition catalog so browsing and setup can render provider-specific auth and configuration requirements consistently > - This pull request moves the Wave 1 app catalog onto generated AppDefinition data and carries that shape through shared types, server lookup paths, and app connection UI > - The benefit is that follow-up runtime and wizard work can build against one catalog contract instead of local-only mock/gallery data ## Linked Issues or Issue Description Refs #9958. No public GitHub issue exists for this branch. This is the catalog layer for the Connections v3 stack after the schema-core foundation in #9958. ## What Changed - Adds generated AppDefinition data for the Wave 1 catalog and ingestion reporting. - Replaces the legacy tool app gallery exports with AppDefinition-centered shared contracts, validators, and tests. - Updates server tool-access lookup behavior to use the AppDefinition catalog. - Updates app connection UI surfaces and tests to consume AppDefinition-backed catalog data. - Documents the catalog ingestion workflow in the connector playbook. ## Verification - `pnpm run preflight:workspace-links` - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: this changes the catalog contract used by shared, server, and UI app connection surfaces. - Catalog data quality matters because generated definitions now drive browse/setup display. - Follow-up runtime and wizard PRs must rebase on this branch or on master after this lands. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex coding agent with repository 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> |
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DottaandPaperclip
|
051ae4d102 |
feat: restore decision training library and inspector (#9779)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and supervise governed work. > - Decisions capture high-value operator judgment, and the decision-training foundation merged in #9702 freezes that evidence for later evaluation and learning. > - Operators still need the UI from the closed stacked PR #9718 to intentionally capture examples and inspect the resulting dataset. > - GitHub automatically closed #9718 when its stacked base branch was deleted after #9702 merged, leaving the server foundation on `master` without the corresponding UI. > - This pull request restores the final UI and its still-required supporting API fields directly on current `master`, while excluding the obsolete migration and duplicated server-foundation diffs. > - The benefit is a reviewable replacement PR that preserves the completed decision-training workflow without replaying stale stack history. ## Linked Issues or Issue Description - Refs #9718 - Refs #9702 ## What Changed - Restored the top-level `/training` library and record inspector with search, filters, JSONL export, notes editing, and evidence tabs. - Restored the Decisions-row training affordance and capture drawer, including preview, provenance, deletion, cache refresh, and approval consistency behavior. - Restored the shared types and focused server support needed by the UI without reintroducing decision-training migrations or the already-merged server foundation. - Restored focused UI and attention-service tests from the final #9718 state. - Credit to the authors and reviewers of #9718; this recovery transplants their final reviewed delta after the stacked base deletion. ## Verification - `pnpm exec vitest run ui/src/pages/Training.test.tsx ui/src/components/DecisionTrainingDrawer.test.tsx ui/src/components/AttentionQueueRow.test.tsx server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-training.test.ts` — 5 files, 48 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed; confirms exact route/OpenAPI parity for the restored preview endpoint. - `pnpm check:token-gates` — the restored files are clean; the repository-wide command currently reports five pre-existing false positives where comments reference GitHub issue `#9627` as if it were a color literal. ## Risks - Low migration risk: this PR contains no database migrations and is based directly on current `master`. - The main behavioral risk is cache invalidation across Decisions and Training views; focused tests cover capture, update, deletion, row state, and approval refresh behavior. - The token-gate baseline remains red on unrelated `#9627` comment references; this PR does not modify those files. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.3-Codex, reasoning with repository/tool access and code execution. Context window not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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1f1f545238 |
feat: add built-in summarizer and summary slots (#9713)
## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. **Problem** Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. **Proposed capability** Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. **Expected behavior** - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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59fb27ff79 |
feat(inbox): let agents safely tidy user inboxes (#9724)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - The inbox is a per-user attention view, so archiving an item must not alter the underlying issue, assignment, or status > - Agents can help responsible users tidy resolved work only when the action is company-scoped, reversible, policy-controlled, and fully attributable > - The database and authorization foundations landed in #9654 and #9658, but the end-to-end archive routes, audit details, agent workflow guidance, and operator UI still need to ship together > - Separate stacked PRs #9659 and #9661 made the complete behavior harder to review and land as one coherent capability > - This pull request consolidates the remaining server, shared-contract, documentation, skill, and UI work on top of current master > - The benefit is a single reviewable change that lets agents safely archive responsible-user inbox items and lets users control or undo that behavior ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting inbox management across shared contracts, server authorization/routes/services, shipped agent skills, and the board UI. ### Problem or motivation Agents may complete work whose issue remains in the responsible user's Mine inbox. Existing board-user archive behavior does not provide the agent-facing policy endpoints, target resolution, heartbeat-run attribution, typed denials, conservative workflow guidance, or UI needed for safe agent-managed cleanup. ### Proposed solution Allow authorized agents to archive or unarchive responsible-user inbox items under the user's open, allowlist, or disabled policy; preserve actor/agent/run attribution in issue detail and activity records; expose policy controls and agent archive attribution in the UI; and document conservative cleanup rules for agents and PR gardening. ### Alternatives considered - Reuse generic issue mutation permissions: rejected because inbox state belongs to a target user and requires user-scoped authorization. - Automatically archive every completed or closed item: rejected because completion signals can still require human review or a decision. - Keep the backend and UI as separate stacked PRs: superseded by this consolidated PR so the complete user-visible behavior can be reviewed and verified together. ### Related work - Builds on merged foundations #9654 and #9658. - Supersedes the remaining stacked changes in #9659 and #9661. - `ROADMAP.md` has no overlapping inbox archive or inbox authorization initiative. ## What Changed - Added shared inbox-agent policy types and validators plus company-scoped self-service policy routes and OpenAPI coverage. - Enabled agent archive/unarchive mutations with responsible-user targeting, policy enforcement, typed failures, attribution, idempotency, and detailed activity auditing. - Returned agent archive attribution in issue detail and documented reversible inbox cleanup semantics in the implementation spec and Paperclip skill. - Added conservative PR-gardening inbox tidy guidance that keeps GitHub access read-only and avoids archiving work that still needs human action. - Added the Profile settings policy control and Issue Properties attribution/unarchive UI with focused component coverage and narrow-pane handling. ## Verification - `pnpm exec vitest run server/src/__tests__/inbox-archive-routes.test.ts server/src/__tests__/inbox-agent-policy-routes.test.ts server/src/__tests__/authorization-service.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/components/InboxAgentPolicyControl.test.tsx ui/src/components/IssueProperties.test.tsx` — 110 passed. - `pnpm --filter @paperclipai/db exec vitest run src/inbox-archive-agent-policies-migration.test.ts` — 1 passed. - `node --test .agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — changed files are clean; the repository-wide command currently reports nine unrelated pre-existing `#9627` literals outside this PR's diff. ## Risks - Agent inbox mutations broaden an existing endpoint path, so authorization and target resolution must remain fail-closed; focused route and authorization tests cover allowed and denied paths. - Archive state affects only the responsible user's inbox presentation and remains reversible; it does not mutate issue status, assignment, or visibility. - The UI policy defaults to the existing open behavior, while allowlist and disabled modes can reduce agent access. - This PR intentionally builds on #9654 and #9658 and contains no new migration number or modification to an already-applied migration. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.4, medium reasoning, repository tool use, shell execution, code review, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (`feat/inbox-agent-archive-complete`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
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52aea90263 |
feat: organize skills with nested folders and My Skills (#9633)
## Thinking Path > - Paperclip is the open source control plane people use to organize and govern AI-agent companies > - Company skills are durable resources that users browse, import, assign, and maintain over time > - A flat skill list plus tags does not provide a stable location or hierarchy for personal, company, project-imported, and bundled skills > - Folder paths need to be canonical, company-scoped, safe to move, and preserved across re-imports without changing skill IDs > - The `/skills` UI also needs traversal, breadcrumbs, move/create flows, and a dedicated My Skills namespace that work on desktop and mobile > - This pull request adds the folder data model and APIs, reserved-root lifecycle, project import behavior, and the folder-first skills experience > - The benefit is a predictable filesystem-like organization model while tags remain available for cross-cutting classification ## Linked Issues or Issue Description Refs #9619 — the reviewed folder foundation was intentionally closed and folded into this combined feature PR. Refs #9026 — earlier flat-folder attempt superseded by this integrated implementation. Refs #3281 — related skill organization proposal; this PR uses canonical persisted folders rather than deriving groups from skill keys, and does not add hidden-skill behavior. **Feature request** - **Problem:** Skills currently lack a canonical hierarchical location, making personal skills, project imports, bundled skills, and company-authored skills difficult to traverse and manage at scale. - **Proposed behavior:** Add nested company-scoped folders with stable paths, reserved My/Projects/Bundled roots, subtree queries, safe move/create operations, and a folder-first `/skills` library UI. - **Import behavior:** New project scans file skills under `projects/<project-slug>`; later imports update content without overriding a user-selected folder. - **Alternatives considered:** Tags alone remain useful for cross-cutting classification, but they do not provide canonical location, nesting, reserved namespaces, or stable import placement. - **Roadmap alignment:** Extends the completed Skills Manager and Scheduled Routines capabilities without duplicating an active roadmap item. ## What Changed - Adds `folders` persistence for routine and skill folders, nested canonical paths, parent/slug/system-key fields, migration backfills, and reapply-safe migrations `0174`–`0175` after current master migrations. - Adds company-scoped folder CRUD, cycle/depth/namespace validation, reserved My/Projects/Bundled lifecycle, item moves, subtree filtering, and folder paths on skill results. - Preserves project-import placement: first import files into the project folder, while re-import keeps user-owned placement and stable skill IDs. - Adds the `/skills` folder tree rail, tags facet, breadcrumbs, subfolder browser, move/new-folder dialog, canonical detail location, inline tag editing, and folder-aware Studio creation. - Keeps bundled skills read-only even when their source metadata is incomplete by detecting the reserved Bundled folder and hiding selection/move actions. - Extends routine folder UI and OpenAPI coverage, and adds regression tests across migrations, services, routes, tree helpers, pages, and Studio creation. ## Verification - `pnpm exec vitest run packages/db/src/nested-skill-folders-migration.test.ts server/src/__tests__/folders-routes.test.ts server/src/__tests__/folders-service.test.ts server/src/__tests__/company-skills-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/components/folders/FolderControls.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx ui/src/components/folders/skill-folder-tree.test.ts ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx ui/src/pages/SkillStudio.test.tsx ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts` — 13 files, 192 tests passed. - `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests passed after preserving the existing PR's bundled-skill fixes. - `pnpm -r typecheck` — passed for all workspace packages. - `pnpm test:run` — passed in an isolated CI-like environment with inherited Paperclip runtime identity and static AWS credential variables removed. - `pnpm build` — production build passed for all workspace packages. - Greptile iteration 2 — 5/5 confidence with zero unresolved threads on commit `ff2d67aa71`. - Latest-head GitHub checks — all success, neutral, or skipped; PR is mergeable with a clean merge state. - `pnpm check:token-gates` — reports nine existing `#9627` comment false positives already present on `master`; this PR introduces no new token violation. ## Risks - **Migration/backfill:** `0174` creates the foundation and `0175` adds nested/reserved semantics. Both are ordered after current master migration `0173`, are covered by numbering/safety checks, and are designed to be reapply-safe. - **Reserved namespaces:** My, Projects, and Bundled roots are service-managed. Regression coverage prevents namespace squatting, cross-company folder use, bundled writes, cycles, and excessive depth. - **Behavioral change:** Project scans choose a project folder only on initial creation; existing skills deliberately retain their current folder during refresh. - **UI scope:** The folder rail applies to the Installed library; Catalog retains the discovery-oriented category sidebar. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.5` in Codex CLI, medium reasoning mode; runtime did not expose a context-window value. Used repository/file tools, terminal execution, Git/GitHub operations, test execution, and code editing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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a116713b9a |
feat(mcp) [split 6/8]: add Tools and Profiles UI foundation (#9561)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 6/8 and focuses on UI API, shared components, and Tools/Profile surfaces > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: Operators need typed clients and administration surfaces that compile independently before navigation exposes them. - Proposed solution: Adds UI APIs, hooks, libraries, shared components, Tools/Profiles pages, and the plugin settings consumer required by the new company-scoped API. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/05-runtime-integration`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: UXDesigner sanity pass on Tools/Profile surfaces; Greptile on every PR. ## What Changed - Adds UI APIs, hooks, libraries, shared components, Tools/Profiles pages, and the plugin settings consumer required by the new company-scoped API. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `pnpm check:token-gates` — all gates clean - Focused UI Vitest run with `NODE_ENV=test` — 28 files, 183 tests passed ## Risks - Large dead-code UI additions can drift from activation routes; PR 7 supplies the registration layer and top-level parity catches omissions. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. ## UI Evidence QA captured these from the live Garden MCP split stack at 1440px and verified clean rendering:    --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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36ec79c196 |
feat: add attention queue and Decisions surface (#9380)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, where operators need a reliable way to find and act on work awaiting their input. > - The attention and issue-thread interaction subsystems expose those decision points across server APIs and the board UI. > - The previous navigation and interaction presentation left these actions fragmented and did not offer a controlled rollout for the Decisions surface. > - This branch adds the attention feed, richer interaction cards, grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry. > - It also keeps experimental settings and API contracts synchronized, with an idempotent migration for the new dismissal state. > - This pull request delivers the complete, tested attention/Decisions experience as one reviewable unit. ## Linked Issues or Issue Description - Adds an operator-focused attention queue and Decisions experience: grouped decision cards, semantic interaction actions, dismiss/snooze handling, resilient interaction states, and an experimental flag to control the Decisions navigation entry. ## Feature Context ### Problem or Motivation Operators currently have to hunt across approvals, interactions, failed runs, and budget alerts to find decisions that need their action. ### Proposed Solution Provide a gated Decisions attention queue that groups actionable items, supports direct resolution, and preserves operator control through dismiss and snooze actions. ### Alternatives Considered Keep separate, source-specific views only; this leaves cross-cutting operator decisions fragmented and harder to prioritize. ### Roadmap Alignment This improves the V1 control-plane operator workflow by making pending governed actions discoverable in one company-scoped surface. ## What Changed - Added server attention-feed services, routes, interaction handling, dismiss/snooze support, and an idempotent `0145` inbox-dismissal migration. - Added shared attention, inbox-dismissal, and experimental-settings contracts. - Added Decisions/attention UI, interaction-card states, sidebar badge/navigation integration, grouping, keyboard support, and Storybook coverage. - Added tests for attention behavior, thread interactions, settings normalization, dismissals, and API behavior. - Removed generated screenshots from the final PR diff and rebased the branch onto current `master`. ## Verification - `pnpm check:token-gates` — passed. - `pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/attention-service.test.ts server/src/__tests__/inbox-dismissals.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts ui/src/lib/attention.test.ts ui/src/components/AttentionQueueRow.test.tsx ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests across 9 focused files. - GitHub Actions for `ad636f560`: build and typecheck/release-registry have passed; remaining general-server and Greptile checks are in progress. ## Risks - Moderate: this is a cross-layer attention/interaction feature with a new migration and navigation behavior. - The `enableDecisions` experimental setting defaults to off, limiting rollout impact. - Existing dismissal data is backfilled to `dismiss`; the migration is idempotent and uses guarded constraint creation. > ROADMAP.md was checked; no duplicate planned core feature was identified. Related open pull requests were searched before opening this PR. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution. Context-window size unavailable in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 public PR branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally; focused tests pass and the remaining unrelated AWS test failure is 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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Devin Foley
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17dde9d3f2 |
fix(sandbox): keep custom-image snapshots applied to config tests, probes, and saves (#9385)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox environments can capture reusable custom images (provider snapshots) so agents boot with pre-installed tools and CLI logins > - The custom-image runtime fingerprint check included provider secret-ref paths (e.g. the Daytona `apiKey`), while capture-time fingerprinting excluded them, so any config carrying a credential never matched its captured snapshot > - As a result, agent config tests and environment probes silently booted the provider base image instead of the snapshot, test sandboxes were deleted before operators could inspect them, and any environment save orphaned the snapshot without warning > - The UI compounded the confusion by displaying an internal template id that matches nothing in the provider dashboard > - This pull request aligns runtime fingerprints with capture-time exclusions, re-stamps fingerprints on saves that cannot affect the snapshot (warning when they can), archives test/probe sandboxes instead of deleting them, and surfaces the provider snapshot ref in the UI > - The benefit is that custom images actually apply to config tests and probes, survive unrelated config edits, and are debuggable against the provider dashboard ## Linked Issues or Issue Description No public GitHub issue exists for this; describing it in-PR per the bug template. Related: Refs #9329 (saved-environment probe company context — this branch carries an equivalent fix), Refs #8794 (introduced reusable sandbox custom images). **What happened?** With a Daytona environment whose provider config stores the API key as a secret reference and an active captured custom-image snapshot: - Agent config tests and environment probes booted the provider base image (`daytonaio/sandbox:0.8.0`) instead of the captured snapshot, so CLI upgrades/logins baked into the snapshot were missing and the probe reported "login required" and an outdated CLI. - The environment card showed an internal template id (e.g. `b5be03e1-ca5…`) that does not correspond to any snapshot name in the provider dashboard, making the active image impossible to correlate. - Test/probe sandboxes were deleted immediately after the run, so the sandbox a test used could not be inspected afterwards. - Saving the environment config (even fields unrelated to the image) changed the stored fingerprint, silently detaching the snapshot with no warning. **Expected behavior** Config tests and probes boot the captured snapshot when one is active; the UI shows the provider-facing snapshot/template ref; test sandboxes stay inspectable for a short window; unrelated config edits keep the snapshot linked, and edits that genuinely invalidate it produce an explicit warning. **Steps to reproduce** 1. Configure a sandbox environment on Daytona with the API key stored as a company secret reference. 2. Capture a custom image snapshot from the environment page and mark it active (e.g. after installing/logging into a CLI in the setup sandbox). 3. Run the agent config test or an environment probe: the sandbox boots the base image, not the snapshot, and the sandbox is deleted immediately after the test. 4. Save the environment config with an unrelated field change: the snapshot silently stops applying. **Paperclip version or commit** `master` at the merge-base of this branch. **Deployment mode** Self-hosted local instance (macOS, pnpm dev server) with the Daytona sandbox provider plugin. ## What Changed - Runtime custom-image fingerprint checks now exclude provider secret-ref paths, matching capture-time exclusions, so configs carrying credentials match their captured snapshots (`environment-custom-image-runtime.ts`). - Agent config tests and saved-environment probes force fresh, non-reused sandboxes and pass company context so lease-backed probes can resolve company secrets and boot the real snapshot (`environment-probe.ts`, `routes/agents.ts`, `routes/environments.ts`). - Test/probe sandboxes are released by archiving (stop + 60-minute provider-side auto-delete) instead of immediate deletion, so operators can inspect the exact sandbox a test used (Daytona plugin). - On environment PATCH save, changes that cannot affect the captured snapshot re-stamp the template's source fingerprint so the snapshot stays linked; boot-source or provider-identity changes (new manifest field `templateIdentityPaths`) mark the template detached and the save response reports it (`environment-custom-images.ts`, shared plugin types/validators). - The custom-image overview exposes `activeTemplateMatchesConfig`; the environments UI shows the provider snapshot/template ref (internal id moved to a tooltip), warns via toast when a save detaches the snapshot, and shows a persistent "Not in use" warning when the active template no longer matches the saved config (`CompanyEnvironments.tsx`, `api/environments.ts`). ## Verification - `pnpm vitest run server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/environment-probe.test.ts server/src/__tests__/environment-routes.test.ts server/src/__tests__/agent-test-environment-routes.test.ts` — server coverage for fingerprint exclusions, re-stamp/detach on save, probe company context, and fresh-sandbox test behavior. - `pnpm vitest run packages/plugins/sandbox-providers/daytona/src/plugin.test.ts` — archive-on-release and snapshot ref handling. - `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx` — snapshot ref display, detach toast, and "Not in use" warning. - Manually verified end-to-end on a live self-hosted instance against real Daytona: config test boots the captured snapshot (CLI login and version persist), the test sandbox remains visible in the provider dashboard as archived, and saving unrelated fields keeps the snapshot applied. ## Risks - Fingerprint exclusion widening: a provider credential rotation alone no longer detaches a captured snapshot; that is the intended behavior (the snapshot content does not depend on the credential), and provider-identity fields (e.g. Daytona `apiUrl`) still detach via `templateIdentityPaths`. - Archived test sandboxes consume provider-side resources for up to their auto-delete window instead of being freed immediately; bounded (60 minutes) and only for test/probe sandboxes. - New optional manifest field `templateIdentityPaths` is backward-compatible; providers that omit it keep current matching behavior. ## Model Used - Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use via Claude Code / Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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5c85ae64a0 |
Cases: experimental first-class case object (#9198)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board currently uses issues for execution, but longer-lived content work needs a separate object that can survive beyond a single task thread. > - The Cases subsystem adds an experimental, company-scoped record for content artifacts and their supporting metadata. > - The backend needs durable storage, API routes, revision history, issue linkage, and company-boundary enforcement before the UI can depend on Cases. > - The UI needs an opt-in navigation surface, list/detail views, reference chips, and issue-page context so operators can inspect Cases without making them the default workflow. > - The agent-facing skills need a contract for creating and updating Cases so automated content workflows can dogfood the feature. > - This pull request ships that experimental end-to-end path behind the `enableCases` flag. > - The benefit is a first-class place to collect content work, references, attachments, revisions, and related execution threads without polluting the core issue model. ## Linked Issues or Issue Description No public GitHub issue exists for this experimental feature. Feature request fields: ### Problem Content-oriented work such as release notes, announcements, docs, and campaigns can span many execution issues, which makes the final artifact hard to find and reason about after the execution thread moves on. ### Proposed solution Add an experimental Cases object that is company-scoped, linked to issues, queryable through the API, inspectable in the board UI, and writable by agent workflows through documented conventions. ### Alternatives considered Continue encoding content artifacts directly in issues or documents only. That keeps the data model smaller, but it does not give operators a stable artifact-centric view or a clean way to link related execution history. ### Roadmap alignment Checked `ROADMAP.md`; this PR does not duplicate an existing planned core roadmap item. ## What Changed - Added the `cases` data model, migration, schema exports, and experimental `enableCases` instance setting. - Added company-scoped Cases API routes for list/detail/update, issue links, revisions, children, activity events, annotations, attachments, and idempotent agent-oriented upserts. - Scoped case and issue lookup helpers before access checks so inaccessible cross-company identifiers resolve as not found rather than leaking existence. - Fixed case PATCH timestamp handling so non-status updates cannot overwrite `completedAt` from a stale pre-transaction row snapshot. - Moved Cases list type/status/project filters into the server request before the server-side limit is applied, including multi-select filters and no-project filtering. - Added backend route coverage for creation, updates, idempotency, issue linking, attribution, company-boundary enforcement, OpenAPI registration, list filtering, timestamp patch behavior, and inaccessible lookup regressions. - Added the experimental Cases UI surface: sidebar entry, gated routes, list filters/grouping, detail overview, activity, revisions, children, attachments, and issue-page case rail. - Added case reference rendering and company-prefixed case href generation so case links resolve directly inside the active company route. - Added Paperclip skill documentation for agent workflows that create or update Cases. - Wired release-content skills to emit Cases for dogfooding. - Rebased onto current `master` and renumbered the Cases migrations to `0143`/`0144` after the latest upstream migration sequence. ## Verification - Current PR head: `ecc13be0d`. - Rebased on current `master` (`606aa4f266`) and pushed to the existing PR branch. - `git diff --check origin/master...HEAD` — passed before the first update push; subsequent committed diffs were also checked with `git diff --check` before commit. - Guardrails checked: no `pnpm-lock.yaml` changes, no `.github/workflows` changes, and changed-file count is below the Greptile 100-file limit. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts src/__tests__/instance-settings-service.test.ts src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests before review-fix commits. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts` — passed after each server-side Greptile fix, latest 1 file / 15 tests. - `pnpm --filter @paperclipai/server typecheck` — passed after the timestamp and lookup fixes. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` — passed, 4 files / 30 tests before review-fix commits. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file / 12 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after the list-filter fix. - `pnpm check:token-gates` — passed after UI changes. - Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build, typecheck, test matrix, e2e, Canary Dry Run, policy, commit review, Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook visual regression is skipped and security-review is neutral. - Greptile Review: 5/5 confidence, zero unresolved Greptile threads. ## Risks - Medium feature risk because this introduces a new experimental domain object across database, server, shared contracts, skills, and UI. - The feature is gated behind `enableCases`, which limits default operator exposure while the model is exercised. - Case links now prefer company-prefixed hrefs; the unprefixed redirect remains for externally entered URLs. - Cases list filtering now sends multi-select filters to the server before limiting; the UI still applies the same local filters as a second pass for ancestor/context rows. - Migrations were renumbered on top of current master; the SQL uses guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where relevant for safer replay. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex in the Paperclip local coding environment was used for this PR curation, rebase verification, review-fix implementation, push, and PR description update. The runtime exposes tool use and shell execution; context-window size is not exposed by this Paperclip adapter. Several implementation commits also include AI co-author trailers recorded in git history. ## 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 searched the GitHub PR list for similar PRs and confirmed this is not a duplicate - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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606aa4f266 |
feat(search): filters, sorting, operators & command-palette parity (#9327)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company search is the primary way operators find issues, comments, documents, artifacts, agents, and projects across a busy company > - Search previously supported only a bare text query: no way to narrow by status/assignee/project/label/date, no sort control, no typed operators, and weak relevance/snippets meant hunting through noise > - As companies accumulate tens of thousands of items, unfiltered single-sort search stops scaling for day-to-day operator workflows > - This pull request adds a full filtering model (filter bar, chips, mobile sheet, URL state), sort modes, typed query operators (`status:`, `assignee:`, `type:`, …) with command-palette parity, relevance/snippet/deep-link improvements, zero-results recovery, and the supporting shared validators, backend service work, and DB indexes > - The benefit is that operators can go from a vague query to the exact item in a couple of keystrokes, on desktop and mobile, with shareable filtered-search URLs ## Linked Issues or Issue Description No existing public GitHub issue; describing the underlying feature request inline (per feature_request template): - **Problem:** Company search accepted only a plain text query. Users could not filter results by status, assignee, project, label, or recency; could not change result ordering; and got no guidance when filters emptied the result set. - **Desired solution:** Structured search filters (UI controls + typed query operators + URL parameters), selectable sort modes, better relevance and snippets with exact deep links, and parity between the search page and the command palette. - **Alternatives considered:** Client-side filtering of unfiltered results (does not scale past the fetch limit); a separate "advanced search" page (splits the surface and duplicates state handling). Related (not duplicate) PRs found while searching: #4848 (issue search query planning), #8235 (search rate limiting). ## What Changed - **Shared contract:** new search filter/sort/count/zero-results types and validators in `packages/shared` (`validators/search.ts`, types index). - **Backend:** `server/src/services/company-search.ts` supports issue filters, sort modes, per-filter option counts, snippets, artifact visibility, and zero-results loosen suggestions; single-statement match replaces per-scope scans and predicates are trigram-index compatible (~3.7s → ~350ms on a live 14.8k-hit corpus). - **DB:** migration `0142_company_search_sort_indexes.sql` adds the supporting indexes. - **Search page (`ui/src/pages/Search.tsx`):** filter bar, removable chips, mobile filter sheet with result-count preview, sort menu, URL round-tripping, zero-results recovery UI. - **Query operators (`ui/src/lib/search-query-parser.ts`):** typed operators parsed into filters, operator autocomplete, filter pills. - **Command palette:** operator-aware parsing and full-search handoff. - **Stale-operator fix (latest commit):** typed operator filters are no longer folded into persistent URL-filter state, so deleting a token (e.g. removing `status:blocked` from the input) actually removes the filter from subsequent requests; filter-control edits materialize control state and strip typed tokens so a removed chip cannot resurrect from the input. ## Verification - `cd ui && npx vitest run src/pages/Search.test.tsx` — 19 tests including two new red→green regressions for the stale-operator paths (both fail on the previous commit, pass now). - `cd ui && npx vitest run src/components/CommandPalette.test.tsx` and `cd server && npx vitest run src/services/company-search-service.test.ts` — operator parity and backend filter/sort/count coverage. - `cd ui && npx tsc --noEmit` — clean. - Manual: open `/search`, type `auth status:blocked`, confirm the status filter applies; delete `status:blocked`, confirm results are unfiltered again; drive the same filters from the filter bar/chips/mobile sheet and confirm the URL round-trips (reload/back/forward preserves state). - Full end-to-end QA pass (9/9 acceptance checks) against the wireframes on desktop (1280px) and mobile (390px) with a live API and browser automation. ## Risks - Additive migration (indexes only, no data rewrites) — safe to roll forward; index creation cost is paid once at migrate time. - Search request shape gains optional parameters only; old clients keep working. - Behavioral shift: filter-control edits now strip typed operator tokens from the query text (their values persist as filter state) — deliberate, so removed filters stay removed. - Ranking changes alter result ordering for existing queries; covered by service tests and the QA pass. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic, extended thinking + tool use) — stale-operator-filter fix, regression tests, PR preparation. - GPT-5 Codex (`codex_local` adapter) and Claude Opus 4.6 (`claude-opus-4-6`) — earlier implementation phases (backend contract, filter UI, operators, ranking) under agent orchestration. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — pre-existing branch name retained to avoid closing/reopening the PR - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes (no user-facing docs affected) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green (pending re-run on latest commit) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending re-review of the stale-filter fix) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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f3ca4d24bc |
fix: repair dirty/foreign-branch execution worktrees (#9297)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Execution workspaces are the bridge between Paperclip's control plane and a local agent's checked-out repository state. > - When a workspace is restored after a failed or interrupted run, the recorded branch can disagree with the branch currently checked out on disk. > - A clean branch mismatch can be reconciled safely, but a dirty mismatch needs a lossless path that does not discard uncommitted agent work. > - This pull request adds a quarantine-and-restore path that saves dirty work to a rescue branch, restores the recorded branch, and exposes the repair from the board UI and run page. > - The benefit is that operators can recover wedged execution workspaces without losing work or moving another live branch unexpectedly. ## Linked Issues or Issue Description No public GitHub issue exists for this workspace-recovery failure, so this PR includes the bug report inline. **What happened** A git worktree-backed execution workspace could become wedged when Paperclip expected one branch but found a different checked-out branch with dirty tracked or untracked files. The existing safe repair path refused the restore, leaving the source task blocked with no lossless one-click recovery path. **Expected behavior** Paperclip should preserve dirty work before restoring the recorded workspace branch. If another live workspace claims the checked-out branch, or an attached runtime service is active, the repair should refuse with clear operator-facing evidence instead of risking work loss or file contention. **Steps to reproduce** Create a git worktree execution workspace whose persisted branch name differs from the checked-out branch, add dirty tracked or untracked files in that worktree, then trigger workspace validation or use the branch reconcile endpoint. Before this change, the dirty mismatch remained blocked because Paperclip had no quarantine restore mode. **Paperclip version or commit** Observed on the pre-fix workspace-recovery implementation. Verified on this PR head after rebasing onto current `master`. **Deployment mode** Local trusted development/worktree deployments using git worktree execution workspaces and optional workspace runtime services. ## What Changed - Added dirty-worktree quarantine repair that creates a rescue branch, commits dirty tracked and untracked files there, restores the recorded branch, writes audit comments/activity, and preserves the live foreign branch ref. - Added `quarantine_restore` branch reconcile API support, recovery-action resolution, source-task wake behavior, execution-review preservation, claimant refusal, runtime-service refusal, and coverage for the non-transactional git ordering. - Added board UI controls for the repair action in the recovery card plus a compact failed-run workspace recovery surface that uses the same reconcile handlers. - Hardened Greptile follow-up cases by best-effort restoring the recorded branch after a mid-sequence rescue commit failure and by refusing quarantine restore while attached runtime services are active. ## Verification - `pnpm exec vitest run server/src/__tests__/execution-workspaces-service.test.ts -t "quarantine_restore"` - `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts -t "workspace dirty quarantine branch repair"` - `pnpm exec vitest run server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts -t "repairs clean unrecorded branch drift|adopts unrecorded forward branch drift"` - `pnpm exec vitest run server/src/__tests__/workspace-runtime-routes-authz.test.ts` - `pnpm --filter @paperclipai/server typecheck` - Earlier PR verification covered the route, service, heartbeat, UI component, and run-page recovery surfaces; Cutter posted public preview screenshots for the repair popover and run-page panel at https://github.com/paperclipai/paperclip/pull/9297#issuecomment-4926934211. - GitHub PR checks are green on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`. - Greptile is 5/5 with zero annotations and no unresolved review threads on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`. ## Risks - Moderate risk because the change intentionally runs git commands against local worktrees; the implementation refuses dirty repair when another claimant or active runtime service is detected and records rescue refs for auditability. - Compatibility / release-note callout for self-hosted operators: existing instances that left `enableWorkspaceBranchReconcileForward` unset now get automatic forward branch reconciliation during heartbeat workspace recovery. Operators who want the previous advisory-only behavior can set `experimental.enableWorkspaceBranchReconcileForward` to `false`; dirty quarantine repair can likewise be disabled with `experimental.enableWorkspaceDirtyQuarantineRepair: false`. - If the git rescue succeeds but a later database write fails, the worktree may already be restored while the recovery action remains open; this ordering is documented in code because git side effects cannot participate in the database transaction. - UI risk is limited to the workspace recovery surfaces and covered by component tests plus the existing Cutter visual preview. ## Model Used OpenAI Codex coding agent based on GPT-5, with repository tool use, shell execution, and local test execution. Earlier preserved commits on this branch also show Claude Code / Claude Opus 4.8 assistance in their commit metadata. ## 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] Branch naming exception documented: this PR preserves the existing worktree branch requested for publication while keeping the PR title and body public-facing - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
|
176645187c |
Fix request storm polling and issue-list coalescing (#9190)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board UI keeps issue, agent, activity, and run state fresh through polling across several pages and sidebar surfaces > - When multiple components or browser tabs poll the same company data at the same time, the API can receive bursts of duplicate issue-list requests > - Those duplicate requests increase database and server load without returning meaningfully different data > - This pull request adds server-side compression/coalescing plus client-side visibility-aware and cross-tab shared polling > - The benefit is lower request volume during normal board usage while preserving fresh UI data for active users ## Linked Issues or Issue Description No exact public GitHub issue was found for this request. Problem: - The board can issue redundant polling requests for the same issue-list data from multiple UI surfaces and tabs. - In busy operator sessions, those bursts can trigger request-storm behavior and unnecessary issue-list load. - Expected behavior is to reuse identical in-flight work server-side and reduce hidden-tab or duplicate-tab polling client-side while preserving normal refresh behavior. Related public context found during duplicate search: - #8206 covers a different board UI 404-storm scope. - #5165 covers separate issue-list behavior around page-size truncation. ## What Changed - Added API compression middleware foundation and a company/created-at index for heartbeat run access. - Added server-side issue-list request storm detection and identical in-flight request coalescing. - Added UI fetch metadata, visibility-aware polling, and request deduplication for issue/activity/client calls. - Added cross-tab shared polling primitives and wired them into the sidebar, inbox, dashboard, issue, project, routine, and agent surfaces. - Resolved the latest `master` migration collision by keeping upstream `0140_built_in_managed_resources.sql` and renumbering this branch's heartbeat-run index migration to `0141_heartbeat_runs_company_created_at_index.sql`; the SQL uses `CREATE INDEX IF NOT EXISTS` for idempotency. - Stabilized server heartbeat cleanup tests exposed by the PR check matrix. - Fixed the Greptile compression follow-up by weakening strong ETags on encoded JSON responses and bypassing compression for streamed/download responses. ## Verification - `pnpm exec vitest run ui/src/components/IssuesList.test.tsx ui/src/pages/Inbox.test.tsx` — passed after resolving the latest `master` conflict in `IssuesList.tsx` and updating the 200-result cap expectations. - `pnpm check:token-gates` — passed after the UI conflict resolution. - `jq -e '.entries | length as $n | (map(.idx) | unique | length == $n) and (map(.tag) | unique | length == $n)' packages/db/src/migrations/meta/_journal.json` — passed after renumbering the migration to `0141`. - `pnpm exec vitest run server/src/__tests__/api-compression.test.ts` - passed after the compression follow-up. - `pnpm exec vitest run server/src/__tests__/issue-list-assignee-filter-routes.test.ts` - passed after the compression follow-up. - `pnpm --filter @paperclipai/server typecheck` - passed after the compression follow-up. - Greptile Review for head `8dbddac41ec273fda404100b4981ddb912fad57b` - passed after the latest conflict/migration fix; all Greptile review threads are resolved. - `pnpm exec vitest run server/src/__tests__/api-compression.test.ts server/src/__tests__/issue-list-assignee-filter-routes.test.ts ui/src/api/client.test.ts ui/src/api/issues.test.ts ui/src/lib/polling.test.ts ui/src/lib/cross-tab-poll.test.ts ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/lib/issueDetailCache.test.ts` — passed. - `pnpm exec vitest run ui/src/api/client.test.ts` — passed. - `pnpm exec vitest run ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/lib/issueDetailCache.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-worktree-suppression.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/low-trust-red-team-routes.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - GitHub PR checks for head `8dbddac41ec273fda404100b4981ddb912fad57b`: all GitHub Actions/status checks passed; Greptile, Superagent, Socket, Snyk, build, typecheck/release registry, general tests, serialized server suites, e2e, canary dry run, policy, and commitperclip review are green; Storybook visual regression and security-review were skipped/neutral by policy. - Confirmed this branch does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium risk: issue-list coalescing changes request timing and cache semantics for a hot API path. - Medium risk: cross-tab polling uses browser coordination primitives, so older or unusual browser environments need fallback behavior to stay correct. - Low migration risk: the new index migration is ordered after current `master` and uses `CREATE INDEX IF NOT EXISTS`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent, GPT-5-based model, tool-enabled with shell/git execution. Exact hosted deployment identifier and context-window size were not surfaced in the agent runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
8b6a06ee25 |
[codex] Add built-in agents and Reflection Coach bundle (#9206)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
b13eb5b2b5 |
Skill Studio: three-pane skill IDE with sandboxed test runs (#9241)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Skills Manager gives operators a reusable skill layer, but iteration still required manual edits, ad hoc prompts, and indirect run inspection. > - Skill authors need a focused workflow for editing skill files, saving representative test inputs, and running those inputs through an agent without exposing harness tasks as normal company work. > - The backend therefore needs durable test inputs, reusable run templates, hidden harness issues, scoped run execution, retention metadata, and read-containment rules around hidden work. > - The frontend needs a three-pane Studio that keeps skill files, saved inputs/templates, and run output/history visible together while preserving the existing design system and token rules. > - This pull request ships that Skill Studio surface end to end: database migrations, shared contracts, server APIs/services, hidden harness execution behavior, UI routes/components, and focused tests. > - The benefit is faster and safer skill iteration, with inspectable outputs and fewer ways for internal harness work to leak into normal task lists, costs, or adjacent read APIs. ## Linked Issues or Issue Description No public GitHub issue exists for this feature. Feature request summary: - Problem: Skill authors need to edit and test company skills in one place instead of switching between the skill detail page, task creation, run output, and manual prompt history. - Proposed solution: Add a Skill Studio workbench with saved inputs, reusable templates, hidden sandboxed test runs, live run status, output inspection, run history, rerun/delete controls, and frontmatter-aware editing. - Expected users: Paperclip operators and agent-company maintainers who create, fork, import, and tune skills. - Related public PRs: Supersedes #9205, which was replaced so the public PR branch name follows contributor policy. - Duplicate search: searched public GitHub issues and PRs for "Skill Studio"; no other active public issue or PR directly covers this feature. ## What Changed - Added database migrations for Skill Studio test inputs, test runs, test run retention, and reusable run templates. - Added shared Skill Studio types, validators, route helpers, frontmatter utilities, and status handling. - Added server services and routes for saved inputs, test runs, templates, reruns, terminal-run deletion, hidden harness issue execution, and run-detail hydration. - Strengthened hidden-issue read containment across issue-adjacent routes and cost rollups used by skill test harness work. - Added the Skill Studio UI with skill file editing, frontmatter editing, saved inputs, templates, run creation/cancel/rerun/delete flows, output rendering, history, route support, and responsive pane behavior. - Added focused backend, shared, and UI tests for the new APIs, routing logic, editor/run behavior, hidden-issue containment, and migration safety. - Rebased onto current `master`, removed the generated lockfile diff from the PR, and verified no workflow files are changed. ## Verification - [x] `pnpm --filter @paperclipai/db check:migrations` - [x] `pnpm check:token-gates` - [x] `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/company-skill-test-runs-service.test.ts ui/src/lib/skill-studio.test.ts ui/src/pages/SkillStudio.test.tsx` — 5 files, 132 tests passed - [x] Greptile review on the latest PR head - [x] GitHub PR checks on the latest PR head ## Risks - Medium risk because this is a broad feature touching database schema, server orchestration, issue visibility, and a large UI surface. - Hidden harness issue containment is security-sensitive; this PR includes regression coverage for adjacent read paths and cost rollups. - The new migrations are additive and use idempotent guards where applicable, but deployed databases that previously tested draft migration numbers should still be checked carefully. - The UI depends on a new resizable panels package in `ui/package.json`; the lockfile is intentionally left to repository automation. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent with shell, git, and GitHub CLI tool use. Earlier feature commits include assistance from other Paperclip coding agents; this PR preparation, rebase, cleanup commit, and PR body were completed by OpenAI Codex in a Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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Devin FoleyandPaperclip
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eedc7ddef2 |
Make ACP the default engine for local adapters (#9238)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Adapter packages are the bridge between the control plane and local agent harnesses such as Claude Code, Codex, and Gemini CLI. > - ACP support was concentrated in a separate `acpx_local` adapter, which made ACP feel like a separate agent choice instead of an execution capability of the harness adapters. > - Claude, Codex, and Gemini now have ACP-capable harnesses, so the native adapter should own ACP selection, fallback, config, transcript parsing, and environment diagnostics. > - The standalone ACPX adapter still needs a compatibility path for existing rows, but it should not be offered as an active adapter for new agents. > - This pull request moves the shared ACP runtime into `@paperclipai/acpx-engine`, wires Claude/Codex/Gemini local adapters to prefer ACP when prerequisites are available, and retires `acpx_local` to a tombstone. > - The benefit is one adapter per harness, richer ACP transcripts by default where possible, and a migration path for existing Claude/Codex ACPX agents. ## Linked Issues or Issue Description Closes #5932 — the broken default `acpx_local` Claude path is replaced by native `claude_local` ACP support, existing Claude/Codex ACPX rows migrate to native adapters, and new agents no longer choose the standalone ACPX adapter. Refs #4893 — original merged ACPX local adapter runtime that this PR replaces with native per-harness ACP engines. Refs #6590 — prior ACPX-Claude seamlessness work folded into the new native Claude ACP path. Refs #197 — related open generic ACP/Kiro adapter work; this PR does not close it because Kiro/custom generic ACP remains a separate adapter decision. Refs #7018 — related Kimi-specific `acpx_local` shell failure; this PR retires the built-in standalone adapter but does not add a native Kimi adapter. Refs #8864 — related ACPX prompt/API guidance PR; this PR moves runtime guidance into the shared/native ACP engine path instead of the old standalone adapter. Refs #8881 — related `acpx_local` POSIX shell failure from the old `acpx` pin; this PR updates ACP dependencies but does not claim custom/OMP ACP support as a first-class native adapter. Refs #8964 — related open `acpx_local` stderr cleanup PR; this PR makes the old runtime path obsolete for new agents but keeps it as a non-closing reference. Problem description: - The standalone `acpx_local` adapter duplicates Claude/Codex agent choices that already have first-class local adapters. - ACP should be an execution engine capability of each harness adapter when the underlying harness supports ACP. - Existing `acpx_local` agents should either migrate to native harness adapters or fail with an explicit retirement message instead of silently falling back to the process adapter. ## What Changed - Added `@paperclipai/acpx-engine` as the shared ACP execution, session-codec, CLI formatter, and UI parser package. - Wired `claude_local`, `codex_local`, and `gemini_local` to auto-select ACP by default when prerequisites pass, with `engine=cli` opt-out and `engine=acp` strict mode. - Added ACP config schema/UI fields, environment checks, session-codec preservation, transcript parsing, and adapter capability metadata for the native adapters. - Retired `acpx_local` to a server tombstone, removed its UI/package/runtime image surface, and added a migration for existing Claude/Codex ACPX agents. - Updated package manifests, lockfile, release tooling, docs, Kubernetes sandbox defaults, and tests. ## Verification - `corepack pnpm --filter @paperclipai/acpx-engine typecheck` - `corepack pnpm --filter @paperclipai/adapter-claude-local typecheck` - `corepack pnpm --filter @paperclipai/adapter-codex-local typecheck` - `corepack pnpm --filter @paperclipai/adapter-gemini-local typecheck` - `corepack pnpm --filter @paperclipai/acpx-engine exec vitest run` - `corepack pnpm --filter @paperclipai/adapter-claude-local exec vitest run src/server/acp.test.ts src/server/execute.acp-fallback.test.ts src/ui/build-config.test.ts` - `corepack pnpm --filter @paperclipai/adapter-codex-local exec vitest run src/server/acp.test.ts src/ui/build-config.test.ts` - `corepack pnpm --filter @paperclipai/adapter-gemini-local exec vitest run src/server/acp.test.ts src/ui/build-config.test.ts src/ui/parse-stdout.test.ts` - `corepack pnpm --filter @paperclipai/plugin-sdk ensure-build-deps && corepack pnpm --filter @paperclipai/server exec tsc --noEmit` - `corepack pnpm --filter @paperclipai/server exec vitest run src/__tests__/adapter-routes.test.ts src/__tests__/adapter-session-codecs.test.ts src/__tests__/adapter-models.test.ts` - `corepack pnpm --filter @paperclipai/ui typecheck` - `corepack pnpm --filter @paperclipai/ui exec vitest run src/adapters/metadata.test.ts src/adapters/adapter-display-registry.test.ts src/components/AgentConfigForm.test.ts src/components/AgentConfigForm.render.test.tsx src/components/transcript/RunTranscriptView.test.tsx` - `node --test scripts/bootstrap-npm-package.test.mjs scripts/release-package-map.test.mjs scripts/verify-release-registry-state.test.mjs` Note: the server typecheck script calls `pnpm` internally; this dev shell exposes pnpm through Corepack only, so I ran the two script steps manually with `corepack pnpm`. ## Risks - Migration changes existing `acpx_local` Claude/Codex agents to native adapter types and clears old ACPX task sessions/runtime state. - Custom ACP commands remain on the retired tombstone and will need a separate future adapter/plugin path. - ACP auto-selection depends on local Node and ACP server command prerequisites; remote and unsupported environments fall back to CLI unless `engine=acp` is explicit. - `@paperclipai/acpx-engine` is a new public package and needs npm trusted-publishing bootstrap before release automation can publish it. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 via Codex coding agent. Exact hosted model build and context-window size are not exposed in this runtime. Tool use included shell execution, repository editing, GitHub CLI operations, and local test/typecheck execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky LeachandPaperclip
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4f5abf6007 |
feat(recovery-card): W7 reconcile-forward + break-glass actions
Adds the task-page recovery affordance for workspace branch divergence: reconcile-forward when ancestry is safe, and a break-glass override flow that requires explicit confirmation and a reason. Includes client wiring for the existing reconcile-branch endpoint, issue-detail refresh after successful reconciliation, runtime-management gating for break-glass, and tests for action visibility, payloads, permission gating, and workspace-target selection. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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Devin FoleyandPaperclip
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bdffd26ad3 |
fix(ui): pass company context to custom image setup (#9028)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environment settings let board users configure sandbox execution targets for agent runs > - Sandbox custom-image setup is company-scoped because the backend resolves provider secrets and access through company context > - The browser UI already knows the selected company, but the custom-image setup calls were not passing it to routes whose OpenAPI contract includes `companyId` > - In multi-company authenticated deployments, the backend cannot safely infer company context and returns a `companyId query parameter is required` error > - This pull request passes the selected company id through the custom-image overview, setup, rollback, and disable UI paths > - The benefit is that custom-image setup works consistently in multi-company instances while preserving backend company-boundary checks ## Linked Issues or Issue Description - No public issue is filed for this regression. - Related prior work: #8911 - Bug summary: after the browser SSH terminal custom-image setup flow shipped, opening custom-image setup in an authenticated multi-company instance could show `companyId query parameter is required for environment customImage setup` instead of starting the setup session. - Expected behavior: the environment settings UI should send the selected company context to company-scoped custom-image endpoints. - Reproduction shape: run Paperclip in authenticated/private mode with more than one company, open a sandbox environment's edit dialog, and use the custom-image setup controls. ## What Changed - Added company-id query construction for custom-image overview, setup, rollback, and disable calls in the UI environment API wrapper. - Passed the selected company id into the custom-image panel used by the environment edit dialog. - Updated the environment page tests so the regression fails if company context is dropped again. ## Verification - `pnpm exec vitest run ui/src/pages/CompanyEnvironments.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `git diff --check` - Also applied the same patch to a local dev checkout serving port 3100 and confirmed `/api/health` still returns `ok` after the dev watcher reload. ## Risks - Low risk: this only adds the selected company id to UI calls for endpoints that already declare or require company context. - If the selected company id is stale or invalid, the existing server-side company access checks still reject the request. ## Model Used - OpenAI Codex CLI using GPT-5, with tool-enabled repository inspection, editing, shell command execution, and local test execution. Context window size is not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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518fc71cec |
[codex] Add work timeline page (#8938)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is where operators inspect company activity, agent work, and issue progress. > - Existing board views show individual issue and run details, but they do not give operators a compact time-based picture of work across agents. > - A work timeline helps operators scan when agents worked, how handoffs happened, and where overlapping work occurred. > - This pull request adds a company-scoped Work Timeline page backed by the existing API surface and renders the timeline as a custom SVG Gantt-style view. > - The benefit is faster operator understanding of multi-agent execution without opening each issue thread individually. ## Linked Issues or Issue Description No public GitHub issue exists for this change. Subsystem affected: - ui/ — React + Vite board UI Problem or motivation: - Operators can inspect individual issues and runs, but there is no compact time-based view of company work across agents. - This makes it harder to scan overlaps, handoffs, retries, and activity windows without opening many issue threads. Proposed solution: - Add a company-scoped Work Timeline page in the board UI. - Render agent and system run spans as a custom SVG Gantt-style chart with packed overlap lanes. - Show issue color identity, kickoff attribution, hover-revealed delegation connectors, retry styling, zoom controls, a sticky actor gutter, and a minimap brush. - Keep human activity lightweight by showing human kickoff chips without plotting standalone human event rows. Alternatives considered: - Add the same information to existing issue-list or run-list views. That would preserve simpler UI, but it would not show temporal overlap or handoff paths clearly. - Build this as a plugin-only surface. That keeps core smaller, but the board already has the company-scoped route, navigation, and API client patterns needed for this operator workflow. Roadmap alignment: - `ROADMAP.md` does not list an existing duplicate work-timeline milestone. This supports the broader operator visibility direction around artifacts, enforced outcomes, and higher-autonomy execution. Additional context: - Storybook includes `Pages/Work Timeline` stories for hour/day zoom and a human-activity sample so reviewers can inspect the component without a live backend. ## What Changed - Added the Work Timeline page, route, sidebar entry, API client, query key, and company-prefixed route helper coverage. - Added a pure timeline layout transform for row packing, issue colors, kickoff attribution, connector calculation, tick selection, and duration formatting. - Added the custom SVG timeline chart with sticky actor gutter, hover-revealed connectors, zoom controls, minimap brushing, visible-range feedback, and issue navigation. - Added Storybook coverage plus sample fixtures for the work timeline. - Added and corrected focused UI tests covering layout, chart behavior, routing, sidebar behavior, and collapsed-sidebar expectations. - Addressed Greptile feedback for kickoff fallback ordering, minimap range math, document drag listener cleanup, and stable default `now` handling. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx src/pages/Timeline.test.tsx src/lib/company-routes.test.ts src/components/Sidebar.test.tsx src/components/RequestCollapsedSidebar.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `git merge-tree $(git merge-base HEAD origin/master) HEAD origin/master | rg -n "<<<<<<<|changed in both|CONFLICT"` returned no conflicts. - Attempted Storybook screenshot capture with Playwright; Storybook ran locally, but Chromium could not launch in this container because native browser libraries such as `libatk-1.0.so.0` are unavailable and `npx playwright install-deps chromium` requires interactive sudo. ## Risks - Medium UI risk: this adds a substantial visual surface with custom SVG interaction logic, so browser-level review is still useful for responsive behavior and usability. - Low backend risk: this PR only adds a UI client/page around the existing timeline API contract and does not change database schema or server routes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 via Codex coding agent, with repository file access, shell command execution, GitHub connector access, and focused test execution. Exact context-window details are not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
ad961227f5 |
feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs often need provider credentials, API tokens, and other environment-bound secrets. > - Company-level secrets work for shared credentials, but they do not model values that should differ by human operator. > - Without a user-scoped model, a run can dispatch without knowing whether the responsible human has supplied the needed value. > - Paperclip also needs run attribution to make those user-scoped runtime checks deterministic and auditable. > - This pull request adds user-specific secret definitions, per-user values, environment bindings, responsible-user attribution, and runtime resolution gates. > - The benefit is that teams can define the secret once, let each user provide their own value, and block runs before dispatch when required user secrets or active definitions are unavailable. ## Linked Issues or Issue Description Refs #224 Refs #6057 This PR implements user-specific secret support as a core secret-management capability rather than a one-off adapter setting. It is related to existing public work on company secrets UI and runtime secret refs, but is distinct because the value is owned by the responsible user and resolved at run dispatch time. Related PR search before opening found existing secrets work such as #1550, #8256, #8614, #8634, and #8647; none of those add the full user-secret definition/value/runtime gate covered here. ## What Changed - Added user-secret definitions and per-user "My secrets" values, keeping stored values out of access metadata. - Added `user_secret_ref` environment bindings and UI affordances to pick them alongside existing secret refs. - Added responsible-user runtime resolution so user-secret refs resolve against the human responsible for the run. - Added pre-dispatch missing-secret gates so runs fail before adapter dispatch when required user values are absent or definitions are inactive. - Added low-trust allowlist hardening for user-secret runtime access. - Added issue, routine, run, and agent API key responsible-user attribution and fail-closed dispatch behavior when attribution cannot be resolved. - Added denial-copy mapping so responsible-user authorization failures surface as actionable run outcomes instead of opaque setup failures. - Added OpenAPI documentation for the user-secret routes. - Rebases cleanly on current `master`; migrations were renumbered incrementally as `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant` after upstream `0126`/`0127` migrations. - Removed previously committed local design screenshots so the PR contains code/docs/tests only. ## Verification - PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on `paperclipai/paperclip:master`. - PASS: `git diff --check` - PASS: `git diff --name-only public/master...HEAD | rg '^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true` produced no files. - PASS: migration journal audit confirmed unique indexes through `130` with tail entries `0126_issue_comment_derived_attribution`, `0127_environment_custom_images_instance_scoped`, `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant`. - PASS: `pnpm --filter @paperclipai/ui typecheck` - PASS: `pnpm --filter @paperclipai/server typecheck` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-active-run-output-watchdog.test.ts src/__tests__/heartbeat-stale-queue-invalidation.test.ts src/__tests__/heartbeat-workspace-finalize-branch.test.ts src/__tests__/issue-monitor-scheduler.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts src/__tests__/heartbeat-plugin-environment.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/low-trust-red-team-routes.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` (55 tests) - PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` (89 tests after final Greptile cleanup fixes) - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests after the final rebase CI fix) - PASS: focused server Vitest batches covering heartbeat recovery, project env, plugin env, routines, low-trust, pipelines, monitors, watchdog, and stale queue paths. - PASS: GitHub checks are green on `2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck + Release Registry, Build, General tests, serialized server suites, e2e, Canary Dry Run, verify, security checks, and Greptile Review. - PASS: Greptile Review completed successfully on `2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5, and GraphQL review-thread audit returned zero unresolved non-outdated threads. ## Risks - Runtime behavior now depends on a run having a correct responsible user; missing or incorrect responsibility assignment can block runs before adapter dispatch. - `user_secret_ref` bindings intentionally expose metadata without values, but UI/API callers may need to handle the new binding kind explicitly. - External secret providers and IAM policies are not automatically provisioned by this PR; operators still need to configure provider-side access for non-local vaults. - The PR is broad across db/shared/server/UI/runtime paths, so release validation should include both API and UI secret workflows before merge. - The migration renumbering is intentionally incremental after upstream migrations; the branch migrations use guarded column/table/index/constraint creation so users who tested the older draft numbering should not hit duplicate DDL for the existing objects. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter with shell/tool use and code execution. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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Nicky Leach
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7bfaaadcb8 | Add dependency wake reconciliation backstop (#8943) | ||
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Devin FoleyandPaperclip
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bcac517f3b |
Add browser SSH terminal for custom image setup (#8911)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Environment sandboxes already support custom image creation and refresh through a temporary SSH setup session. > - The existing workflow makes operators copy an SSH command into an external terminal before they can install packages or make image changes. > - That extra context switch is slower, easier to get wrong, and less integrated with the setup session Paperclip already tracks. > - This pull request adds an embedded browser SSH terminal for custom image setup, so operators can start working in the target sandbox directly from the environment configuration flow. > - The implementation uses short-lived websocket attachment tokens, session-lifetime SSH host-key pinning, and server-managed terminal cleanup so the feature fits the existing setup-session boundary. > - The benefit is a smoother custom image creation and refresh experience without asking users to leave Paperclip for routine sandbox setup work. ## Linked Issues or Issue Description No public GitHub issue exists. ### Subsystem affected Cross-cutting: `server/` custom image setup APIs and websocket handling, `ui/` environment configuration UI, and shared custom image contracts. ### Problem or motivation Custom image creation and refresh require an operator to open a separate SSH client, paste the command shown by Paperclip, perform setup work, then return to the browser to finish the image flow. This is functional but awkward for a setup process that already starts and tracks a temporary sandbox session. ### Proposed solution Embed an SSH terminal in the custom image setup UI. When a setup session exposes an SSH payload, Paperclip should open a browser terminal backed by a server-side websocket session, let the operator run setup commands in-place, and then close the terminal when setup is finished, cancelled, expired, or disconnected. ### Alternatives considered - Keep the existing copy/paste SSH command workflow. This remains a fallback, but it does not streamline the common path. - Put SSH credentials directly into websocket URLs. This was avoided so terminal authentication can happen in an explicit first websocket auth frame rather than in logged URLs. - Trust the SSH host blindly for every reconnect. This PR instead pins the observed host-key fingerprint for the setup-session lifetime. ### Roadmap alignment This fits the roadmap theme of making agent workspaces usable in more remote and sandboxed environments while preserving Paperclip's control-plane model. ### Additional context Public GitHub search did not find a duplicate issue or PR for `custom image terminal ssh` in `paperclipai/paperclip`. ## What Changed - Added server-side terminal session tracking for custom image setup sessions, including connect-token issuance, websocket attachment, expiry, resize, input, and shutdown handling. - Added an embedded browser terminal to the custom image creation and refresh flow when a setup session provides SSH connection details. - Moved terminal token authentication out of the websocket URL and into the first websocket JSON auth frame. - Added SSH host-key SHA-256 pinning for each terminal session and documented the provider convention for username-embedded SSH credentials. - Updated the custom image environment API and UI so the setup terminal can open, reconnect, show status, authenticate, resize, and remain active for the setup-session lifetime once attached. - Kept custom image setup routes company-scoped and closed active terminal sessions on setup finish/cancel. - Added focused unit/integration/UI coverage for token expiry, setup-session expiry, websocket close paths, host-key pinning, and terminal session lifecycle behavior. - Removed the generated lockfile delta from the PR; CI owns temporary lockfile regeneration for manifest-changing PRs. ## Verification - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/environment-custom-image-terminal-ws.test.ts server/src/services/environment-custom-image-terminal-sessions.test.ts server/src/__tests__/environment-custom-image-routes.test.ts packages/shared/src/environment-custom-images.test.ts ui/src/pages/CompanyEnvironments.test.tsx` - 6 test files passed - 58 tests passed - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/server build` - `pnpm --filter @paperclipai/ui build` - `pnpm run typecheck:build-gaps` - `git diff --check` - Local sensitive-content scan over the PR diff using patterns for API keys, private keys, private hostnames, local paths, token fields, and credential-like strings. - Findings were limited to removed URL-token code and synthetic test placeholders such as `ssh-token-secret` and `terminal-token-terminal-token-123456`. - No real credentials, private hostnames, local filesystem paths, or instance-local links were found. - Remote PR checks were green after the implementation commit, including Build, Typecheck + Release Registry, General tests, serialized server suites, e2e, verify, Socket, Snyk, Superagent, and Greptile 5/5. - Post-merge PR hardening on July 3, 2026: merged `origin/master` at `47448721e` into the branch, resolved the `CompanyEnvironments.tsx` import conflict, reran focused tests, server/UI typechecks, server/UI builds, `pnpm run typecheck:build-gaps`, and `git diff --check`, scanned the final diff for sensitive content, pushed `4b43558cc`, and confirmed all remote checks plus Greptile 5/5 were green. - PR metadata correction on July 3, 2026: changed the title/body framing from bug-fix language to feature-request language. No source files changed for this metadata-only update. ## Risks - Moderate surface area because this adds websocket routing, setup-session runtime state, package dependencies, and a new custom image UI path. - New websocket attachments still require valid short-lived tokens; established terminal sessions remain bounded by setup-session expiry, explicit finish/cancel, client close, or server shutdown. - The terminal-session store is in-memory, so active terminal websocket tokens and host-key pins do not survive server restarts. - SSH host-key verification uses session-lifetime TOFU pinning because the current provider payload does not expose a trusted host-key fingerprint. - The external SSH command remains important as a fallback if a browser, proxy, or network environment cannot sustain the websocket terminal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent with shell/tool execution. Context window size was not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin FoleyandPaperclip
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c48feee190 |
Improve live agent feedback during sandboxed runs (#8915)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A core part of that experience is watching active agent runs without dropping into raw logs first > - Local and sandbox-backed adapters already record useful run output, progress, and tool activity > - But active issue threads could sit visually stale while the agent was syncing workspaces, tailing sandbox output, or emitting incremental tool-call updates > - Operators need timely, human-readable progress while preserving the raw transcript underneath > - This pull request streams sandbox run-log progress into runtime status, keeps visible issue threads refreshed, and folds repeated ACPX tool updates into stable transcript cards > - The benefit is that long-running agent work becomes easier to supervise without changing the task/comment control-plane model ## Linked Issues or Issue Description No public GitHub issue exists for this exact change. Problem/motivation: - During long-running sandboxed agent work, the issue UI can appear idle even though the agent is actively syncing, running tools, or producing incremental output. - Operators need realtime feedback at the issue-thread layer, not only after opening raw logs or waiting for the final heartbeat result. - Related public context: #1808 previously added live-run status dots to Projects; #4362 touches heartbeat wakeup behavior but is not a duplicate of this runtime/UI feedback change. ## What Changed - Added sandbox run-log streaming support and defaulted sandbox-capable local adapters into the richer live-feedback path. - Surfaced environment/sandbox sync progress through heartbeat runtime status with bounded, redacted snippets. - Added live issue-thread cache patching so visible active runs update as progress events arrive. - Folded repeated ACPX `tool_call` updates into one transcript card instead of stacking duplicate cards. - Updated adapter docs and added focused regression coverage for sandbox log streaming, runtime status, ACPX parsing, live updates, transcript rendering, and issue chat messages. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/context/LiveUpdatesProvider.test.ts` - `pnpm exec vitest run server/src/services/heartbeat-run-runtime-status.test.ts server/src/__tests__/heartbeat-runtime-state.test.ts ui/src/context/LiveUpdatesProvider.test.ts` - `pnpm exec vitest run packages/adapter-utils/src/execution-target-sandbox.test.ts packages/adapter-utils/src/sandbox-managed-runtime.test.ts server/src/services/heartbeat-run-runtime-status.test.ts server/src/__tests__/agent-live-run-routes.test.ts server/src/__tests__/heartbeat-runtime-state.test.ts packages/adapters/acpx-local/src/ui/parse-stdout.test.ts ui/src/context/LiveUpdatesProvider.test.ts ui/src/components/transcript/RunTranscriptView.test.tsx ui/src/lib/issue-chat-messages.test.ts ui/src/components/IssueChatThread.test.tsx` - GitHub PR workflow on head `8397953e7b41ccd42e5d9457ee7e4dfb996e4ec5`: `verify`, build, typecheck/release-registry, e2e, general shards, serialized server shards, and canary dry run passed. - Greptile Review on head `8397953e7b41ccd42e5d9457ee7e4dfb996e4ec5`: Confidence Score 5/5, no unresolved review threads. ## Risks - Live issue-thread cache patching could miss an edge case for a route shape not covered by tests. - Surfacing active-run snippets needs continued care around redaction; this PR keeps snippets bounded and adds redaction-focused coverage. - More frequent active-run UI refreshes could expose performance issues on very large issue threads, though updates are scoped to visible run/query caches. ## Model Used OpenAI GPT-5 via Codex, operating as a tool-enabled coding agent with shell, git, and repository-editing capabilities. Context window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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ec92728536 |
[codex] remove Work Timeline page from navigation (#8882)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The app shell exposes user-visible product surfaces through routes and the left navigation > - The Work Timeline frontend landed on `master` in related PR #8880 before the product surface was ready for general users > - The backend aggregation endpoint and shared DTOs can remain available for continued iteration without exposing the page in the main app > - This pull request removes the visible `/timeline` route, sidebar entry, page implementation, chart component, and Storybook fixtures > - The benefit is that users no longer see an unfinished Work Timeline page on `master`, while future work can continue from a preserved branch/workspace ## Linked Issues or Issue Description No public GitHub issue exists for this rollback request. Bug-style description: - **What happened:** A Work Timeline page was exposed in the app navigation before the surface was ready for users. - **Expected behavior:** Unready product work should not be visible from the default app shell on `master`. - **Steps to reproduce:** Open the app on current `master`; the sidebar includes a `Timeline` item that routes to `/timeline`. - **Paperclip version/commit:** `60f7fb422394c94618b8eef27ae032702004f544`. - **Deployment mode:** Local app / standard Paperclip app shell. - **Related public PR:** #8880. ## What Changed - Removed the `/timeline` route and `Timeline` page import from the app route table. - Removed the `Timeline` sidebar item and unused `GanttChartSquare` icon import. - Deleted the frontend Work Timeline API wrapper, chart component, layout helper, page, Storybook story, and sample fixtures. - Removed the now-unused `queryKeys.workTimeline` entry. - Left the backend timeline endpoint and shared DTOs intact so the data contract can continue to be developed off the preserved work. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - Searched the frontend for stale `workTimeline`, `WorkTimeline`, `/timeline` route/sidebar, and `GanttChartSquare` references after deletion. ## Risks - Low runtime risk: this removes an app route and navigation entry for an unfinished surface. - Deep links to `/timeline` will now fall through to the app's existing not-found behavior. - The backend endpoint remains available; if the intent was to remove the API too, that should be handled in a separate, explicit PR. ## Model Used OpenAI Codex coding agent, GPT-5-based model, with shell/tool use for repository inspection, code editing, git, and GitHub CLI operations. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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60f7fb4223 |
PAP-12424 Work Timeline — Phase C: frontend Gantt page (Direction C) (#8880)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need to *see* how work actually flowed across their agents over time — who was invoked, what they worked on, and how work was delegated between them > - The dashboard shows point-in-time state but nothing reconstructs the temporal, cross-actor picture of heartbeat runs and delegations > - A read-only company work-timeline endpoint was landed first (server aggregation over runs/issues/activity); it had no frontend > - This pull request adds the Gantt-style **Work Timeline** page that renders that endpoint, plus the small additive server contract change it needs (shared DTOs + a task title on each span) > - The benefit is a single dense view — actor rows, concurrency lanes, delegation connectors, zoom and a mini-map — that makes agent activity legible without an N+1 fetch storm from the client ## Linked Issues or Issue Description No public GitHub issue. Problem, in-PR: - **Gap:** the company work-timeline aggregation endpoint has no UI. There is no way to visually inspect how heartbeat runs unfolded over time or how work was delegated between agents. - **Solution:** a dashboard-adjacent Gantt-style page at `/:companyPrefix/timeline`, linked from the sidebar's "Work" section, rendering runs as bars on per-actor rows with delegation connectors, kickoff chips, zoom, a lens filter, and a mini-map. - Built with React + custom inline SVG (no chart dependency; consistent with the existing Tailwind/Radix stack). ## What Changed - **Frontend Gantt page** (`ui/src/pages/Timeline.tsx`, `ui/src/components/timeline/WorkTimelineChart.tsx`): actor rows (agents/system only — humans never get a row), overlapping runs packed into concurrency sub-lanes, bars = heartbeat runs with a left colour tab for issue identity, truncated task title + timing/status on hover, click-through to the task. - **Human activity markers & human rows** for kickoff/delegation involving people, without giving humans their own run lane. - **Kickoff avatar chips** at each bar's leading edge; straight agent→agent delegation connectors (dashed for retries/changes-requested); in-progress runs extend to a dashed "now" line and fade out. - **Zoom** (hour/day/week, auto-fit), full-window **mini-map** with a draggable brush, **lens filter** (Everyone / per-user, server-side), and colour **by task / by status**. - **Pure layout/transform module** (`ui/src/lib/timeline/layout.ts`) — packing, kickoff derivation, connector resolution, scales — unit-tested in isolation. - **Server contract (additive):** moved the `WorkTimeline*` DTOs into `@paperclipai/shared` so the aggregation service and the UI consume one contract; added `issueTitle` to each span so the tooltip shows the task title with no N+1 client fetch. - Sidebar link, query keys, API client (`ui/src/api/workTimeline.ts`), and a Storybook story with fixtures. ## Verification - `pnpm --filter @paperclipai/shared build` ✅ - `pnpm --filter @paperclipai/server typecheck` ✅ · `pnpm --filter @paperclipai/ui typecheck` ✅ - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx` ✅ (15/15) - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/work-timeline-service.test.ts` ✅ (5/5) — the DTO move + `issueTitle` are additive; existing service tests use `objectContaining` and still pass. - Rendered `WorkTimelineChart` headless against a real slice of company activity via a Storybook story; manual browser QA of the live page passed on the feature branch. ## Risks - **Low risk.** The change is UI-only plus an additive server DTO refactor (types relocated to `@paperclipai/shared`, one new optional field). No schema/migration changes, no change to endpoint behaviour beyond the extra `issueTitle` field. The page is behind its own route and does not alter existing views. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), via Claude Code with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above (only the merged endpoint PR #8875 is related; no duplicates) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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Dotta
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2f94a66ba1 |
Show live descendant status in inbox rows (#8876)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The inbox is where operators quickly scan which issues are active, blocked, or waiting for attention > - A blocked parent can still have active descendant work, but the inbox previously depended on only loaded rows to infer that state > - That made collapsed or partially loaded issue trees look more stuck than they really were > - This pull request carries live descendant summary data through the issue list API and inbox UI > - The benefit is a more accurate blocked-inbox signal, so operators can distinguish truly stalled work from blocked parents that still have live child activity ## Linked Issues or Issue Description No public GitHub issue was found for this exact inbox descendant-status polish. Feature request fields: **Subsystem affected** Cross-cutting: `server/`, `packages/shared`, plugin/MCP API surfaces, and `ui/` inbox rendering. **Problem or motivation** Inbox rows need to show when blocked or collapsed parents still have live descendant work, even when the live child row is not loaded in the current client tree. Without a server-provided descendant summary, a parent can look stalled even though active work continues below it. **Proposed solution** Expose an optional live descendant count on issue list results, request it from inbox views, and use it to render covered blocked status and live-below indicators. Keep the field opt-in so other issue list callers keep their existing payload shape and query cost. **Alternatives considered** Relying only on client-loaded subtree state was ruled out because it misses collapsed or unloaded descendants. Always returning the count was also avoided because most list callers do not need this extra summary. **Roadmap alignment** This is scoped operator-visibility polish for the existing inbox. It does not duplicate a named `ROADMAP.md` milestone. **Additional context** The recursive summary query is guarded against parent cycles, and the UI still falls back to loaded subtree live counts when server summary data is absent or stale. ## What Changed - Added optional `includeLiveDescendantSummary` support to issue list contracts, SDK surfaces, MCP tools, routes, services, and tests. - Added `liveDescendantCount` to issue list results when requested. - Updated inbox and blocked-inbox queries to request live descendant summaries. - Updated inbox row status rendering so blocked parents with live descendants show covered blocker treatment without duplicating the live-below chip. - Hardened live descendant summary traversal against parent cycles and preserved the loaded-subtree fallback path for blocked inbox rows. - Added focused tests for the API parameter, service behavior, helper logic, cycle handling, and inbox UI query/rendering behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-list-assignee-filter-routes.test.ts ui/src/lib/inbox-live-descendants.test.ts ui/src/components/IssueColumns.test.tsx ui/src/components/BlockedInboxView.test.tsx ui/src/pages/Inbox.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Rebased cleanly onto current upstream `master` before pushing. - Confirmed the branch diff does not include `pnpm-lock.yaml` or `.github/workflows/*` changes. ## Risks Low to moderate risk. The new descendant count is opt-in on list requests, but it adds query work when the inbox asks for it. The recursive traversal now tracks visited ancestors to avoid cycle failures. The UI uses the server count as a supplement to existing loaded-tree state, so stale or absent counts fall back to the prior behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent, tool-enabled with local shell and git access. Reasoning mode and context window are managed by the Paperclip/Codex runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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Devin FoleyandPaperclip
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b4815bf964 |
Scope environment custom images to instance environments (#8850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environments are now managed as instance-level runtime resources rather than per-company rows > - The custom environment image setup tables were introduced with their own `company_id` columns and route query parameters > - That split made one saved environment image state depend on an extra company context even though the environment itself is the durable owner > - It also made saved-environment probes harder because applying the active custom image template could require a company context when no secret-backed config needed one > - This pull request scopes custom image templates and setup sessions directly to the saved environment > - The benefit is that reusable environment images follow the same instance-scoped model as environments while secret resolution still uses company context only when secrets require it ## Linked Issues or Issue Description No matching public GitHub issue was found. Bug report: ### What happened? saved environment custom-image routes and persistence required a `companyId` even though environments are instance-scoped, and saved sandbox probes did not opt into active custom-image template application unless a company context was present. ### Expected behavior custom-image templates and setup sessions should be owned by the saved environment, and saved sandbox probes should apply the active template while still requiring a company context only for secret-backed runtime config. ### Steps to reproduce 1. Configure an instance-scoped sandbox environment with custom-image setup support. 2. Start or inspect a custom-image session or template for that saved environment. 3. Probe the saved environment without a custom-image-specific `companyId` query parameter. ### Paperclip version or commit current `master` after the environment custom-image template migration. ### Deployment mode Local dev (pnpm dev) or authenticated local Paperclip instance. ### Installation method Built from source (pnpm dev / pnpm build). ### Agent adapter(s) involved Not adapter-specific (core bug). ### Database mode Embedded PGlite/Postgres dev database. ### Access context Board human operator. ### Privacy checklist No logs, secrets, tokens, private URLs, or local machine paths are included. Duplicate search performed: - `gh search prs "environment custom image companyId repo:paperclipai/paperclip" --state open --limit 20` - `gh search prs "custom image environment scoped repo:paperclipai/paperclip" --state open --limit 20` - `gh search issues "environment custom image repo:paperclipai/paperclip" --state open --limit 20` The returned results were unrelated adapter, Docker, auth, or stale-workspace items. ## What Changed - Removed redundant `company_id` columns from environment custom-image templates and setup sessions. - Added migration `0127_environment_custom_images_instance_scoped` to collapse duplicate active rows per environment before dropping the old company-scoped indexes/columns. - Updated custom-image services, route handlers, shared validators, and UI API/query keys to use environment-scoped custom-image state. - Kept runtime secret resolution company-aware only when secret refs or bindings require a company context. - Made saved sandbox environment probes opt into active custom-image template application. - Updated DB, shared, server, and UI tests for the new environment-scoped contract. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run packages/db/src/environment-custom-images-schema.test.ts packages/shared/src/environment-custom-images.test.ts server/src/__tests__/environment-custom-image-routes.test.ts server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/environment-routes.test.ts ui/src/pages/CompanyEnvironments.test.tsx` - `pnpm -r typecheck` - `pnpm test:run` before rebasing onto latest `master`; after the rebase only the migration number changed, and the migration check plus focused suite, typecheck, and build were rerun. - `pnpm build` ## Risks - Migration safety: the migration supersedes duplicate active templates per environment and fails duplicate active setup sessions before adding environment-only unique indexes. Operators with duplicate historical active rows should review which active template is kept. - Behavior shift: plugin custom-image setup calls now receive `companyId: "instance"` when no secret binding determines a concrete company context. - Secret-backed configs still require an explicit or uniquely inferable company context; environments with secret bindings spread across multiple companies continue to fail fast. > 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 via the `codex_local` adapter, GPT-5-based coding model with tool-enabled repository inspection, editing, testing, git, and GitHub CLI access. Exact context-window metadata was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
