Commit Graph
100 Commits
Author SHA1 Message Date
DottaandPaperclip 7636966452 fix(inbox): keep other users’ failed runs out of Mine (#14572)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

Reproduced on master commit `d172197117a14b80a1eb2d2835a0e7cce2679656`.

**Deployment mode**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: OpenAI Codex <codex@openai.com>
2026-09-28 23:02:39 +00:00
DottaandPaperclip 14795136f5 fix(runtime): finalize and recover sandbox workspace exports safely (#14402)
Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider.

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

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

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Organization navigation in both sidebar shells.

**Current behavior**

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

**Proposed behavior**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection and code
execution. The exact deployment identifier and context-window size are
not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-25 22:58:52 -07:00
DottaandPaperclip 96bf004a79 fix: use persisted state for lifecycle continuation and retry budgets (#13888)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

Merge preparation on September 25, commit
`c1e8e4b7ddd9fbc4913ed55ce21b8e12906c2f97`:

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

Earlier recovery UI verification, commit
`21be0fec0e90e86b6d662b8ee4831847cd041cdb`:

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

Historical, source-qualified lifecycle evidence:

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

Cloud owners and admins can start an invitation from Members.

**Steps to reproduce**

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

**Paperclip version or commit**

`7b7c4d4172d6aac14919e2682b702ae87bc17653`.

**Deployment mode**

Cloud-managed, authenticated.

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 08:48:04 -07:00
1ef3b08714 feat(ui): integrate agent personas across the app (#13171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stable agent persona is useful only when the same identity appears
across the app.
> - Lists, task messages, selectors, and activity feeds need inexpensive
static avatars.
> - Onboarding and agent headers need a larger character with
expressions and pointer tracking.
> - This pull request connects the persona foundation to those existing
views and preserves onboarding draft assignments.
> - Full-page stories and Linux checks make the placements and
performance contract reviewable.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need a stable visual identity in lists, tasks, onboarding, and
configuration. External tools also need an image URL for that identity.

**Proposed solution**

Assign each agent a permanent palette from a fixed ClipLab character
library. Store the assignment on the agent. Render and cache preset PNG
URLs on demand. Use static images in dense views and one animated
character in larger placements.

**Alternatives considered**

A generated image bundle requires a separate asset build. A live
renderer in every avatar adds unnecessary work in large lists. Arbitrary
uploaded images do not provide the requested shared character system.

**Roadmap alignment**

This improves agent identity across existing control-plane views. It
preserves agent permissions, company boundaries, and status labels.
ROADMAP.md has no separate ClipLab persona milestone.

Related approaches: #2422 adds configurable image URLs and DiceBear
generation; #5578 adds optional uploaded avatars. This work uses a
fixed, versioned character library and preset URLs.

## What Changed

- Replace agent icons with static persona images across lists, the
sidebar, org charts, tasks, comments, selectors, activity, and dashboard
views.
- Put one animated character in the agent header. Let it follow the
pointer across the page, with reduced-motion and touch fallbacks.
- Add larger padded characters to agent creation. Keep the palette
stable across draft refreshes and connection retries, then reveal it
after success.
- Pass appearance through shared projections rather than fetching each
agent separately.
- Add real full-page Storybook examples for the agent list, overview,
task, dashboard, new-agent dialog, and connection page.
- Add Linux screenshot, clipping, density, and 500-avatar performance
checks.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased
tree. Persona lifecycle tests pass.
- The rebased feature passes 38 Linux screenshot/performance checks,
including both display densities, corner pointer positions, and the
no-WebGL/no-live-download contract for 500 avatars.
- The final Linux persona suite passes all 38 visual, lifecycle,
density, and full-page checks using the standard Storybook configuration
and real on-demand avatar endpoint.
- Final local focused verification: 45 avatar/native-recovery tests
pass; UI identity/routine tests, typecheck/build, token gates, and
Storybook build pass.
- Current-head CI passes: full workspace/server tests, all serialized
server groups, typecheck/release checks, build, canary validation, and
end-to-end shards. The build passed after retrying a native-runner
concurrency-test failure; its three targeted cases also pass locally.
- Manual inspection covered stable identities in the app, header
placement, full-page mouse tracking, onboarding size, and task/dashboard
placements.


### Screenshots

Linux captures use synthetic Storybook fixtures. Full-page captures use
reduced motion. The live character, mouse tracking, and disposal are
checked separately.

<details>
<summary>Agent overview with the character in its header</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png"
width="900" alt="Agent overview with the character in its header" />

</details>
<details>
<summary>Task messages and assignee identity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png"
width="900" alt="Task messages and assignee identity" />

</details>
<details>
<summary>Larger onboarding character with room for expressions</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png"
width="900" alt="Larger onboarding character with room for expressions"
/>

</details>
<details>
<summary>Dashboard agent activity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png"
width="900" alt="Dashboard agent activity" />

</details>

## Risks

- This PR depends on #13170, the persona foundation. Merge the
foundation first, then retarget this PR to master.
- Many placements change from icons to character silhouettes. Human
avatars and authoritative agent status labels retain their existing
behavior.
- Only one character can render live per view. Reduced motion,
hidden/offscreen content, touch input, and renderer failures use the
defined fallbacks.
- The full-page stories use fixture data. They do not contact a real
company or complete real provider sign-in.

## Model Used

OpenAI Codex, GPT-6 family. The exact model identifier and context
window are not exposed in this session. Used code editing, shell
execution, browser inspection, and Linux visual testing.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Tonio <tonework@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 07:57:53 -05:00
DottaandPaperclip 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

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

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

## Verification

- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 16:30:10 -05:00
DottaandPaperclip 1652a5c7f2 fix: improve task search relevance with a PostgreSQL rubric (#13335)
Unify full and quick task search around PostgreSQL term coverage, explicit relevance bands, and conservative typo recovery. Preserve matching evidence and navigation, and add a judged corpus, regression tests, and documented performance measurements.

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

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 15:23:50 -05:00
DottaandPaperclip c9021c6721 fix: require explicit native completion reviews (#13314)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI Codex, GPT-6, with repository inspection, code execution, and
test tools. The exact deployment identifier and context window size are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 13:00:04 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

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

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

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

## What Changed

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

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

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Subsystem affected**

Server task wake admission and native execution recovery.

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and test execution. This session does not expose a more
specific model build ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 12:33:57 -05:00
DottaandPaperclip b1efd65edc fix: continue interrupted task conversations with bounded retries (#13237)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 12:16:04 -05:00
DottaandPaperclip 52811c6ce6 fix(tasks): require resume before sending to paused tasks (#13232)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #13104. Refs #13119.

**What existing behavior does this improve?**

The task composer and existing task/subtree pause controls.

**Current behavior**

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

**Proposed behavior**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
shell execution, and test tools. The exact serving model identifier and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 13:27:24 -05:00
DottaandPaperclip e200104727 feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

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

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

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

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

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 08:21:28 -05:00
DottaandPaperclip 9dd6526b47 fix(security): harden privileged server boundaries (#12776)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

Authenticated self-hosted server and local development modes.

**Installation method**

Built from source with pnpm.

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

OpenAI Codex, GPT-5. The exact serving snapshot and context-window size
are not exposed. The model used tool-enabled reasoning, repository
access, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 14:15:32 -05:00
DottaandPaperclip 8f9f850c20 fix: limit plan-to-auto transition to plan confirmation (#12695)
<!-- This pull request uses ASD-STE100 Simplified Technical English. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread controls plan review and agent work modes.
> - A user can accept a full plan or confirm a smaller checkbox action.
> - Only full plan acceptance must start automatic agent work.
> - The current transition did not check the interaction kind.
> - This pull request limits the transition to an accepted plan
confirmation.
> - The benefit is a safe and clear start of agent work after plan
approval.

## Linked Issues or Issue Description

**What happened?**

An accepted confirmation that targeted a plan could change an issue from
planning mode to standard mode. This included a checkbox confirmation. A
checkbox action is not approval of the full plan.

**Expected behavior**

Only acceptance of a current full-plan confirmation starts automatic
agent work. Other interaction kinds and rejected confirmations keep the
current work mode.

**Steps to reproduce**

1. Put an issue in planning mode.
2. Create a checkbox confirmation that targets the current plan
revision.
3. Accept the checkbox confirmation.
4. Observe that the issue enters standard mode before this fix.

**Paperclip version or commit**

The problem was present on `master` before this change.

**Deployment mode**

The problem is in the core server logic and is not deployment-specific.

## What Changed

- Require a full `request_confirmation` interaction before plan
acceptance starts automatic work.
- Add service tests for acceptance, rejection, stale interaction kinds,
and unchanged standard-mode behavior.
- Check the route activity log for the planning-to-standard mode change.
- Document the plan acceptance transition in the V1 contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts` passes 140
tests.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` was also started. Unrelated workspace-runtime tests
failed because fixed local runtime ports were occupied or offset on the
shared host. The same failures reproduce alone. The changed test files
pass alone.

## Risks

- Risk is low. The change adds one interaction-kind guard to the
existing transition.
- A full accepted plan confirmation still changes planning mode to
standard mode and an eligible review issue to todo in one transaction.
- Checkbox confirmations, questions, rejection, and standard-mode issues
keep their previous 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 with GPT-5, reasoning, tool use, and code execution. The
runtime does not expose the exact model suffix or 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>
2026-09-01 17:18:42 -05:00
DottaandPaperclip 4b6de5327e Remove cheap model profiles (#12683)
## Thinking Path

> - Paperclip manages agents that use different model providers and
adapters.
> - Paperclip must keep agent execution rules clear and predictable.
> - The cheap-model profile added a second execution mode across
adapters, task recovery, APIs, and the UI.
> - That mode increased configuration and recovery complexity.
> - This pull request removes the cheap-model profile as a product
feature.
> - The benefit is one model-selection path for normal work and recovery
work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change simplifies model selection across agent configuration, task
execution, recovery, and adapter capabilities.

**Current behavior**

Paperclip exposes cheap-model profiles in adapter metadata, agent
runtime configuration, task overrides, recovery rules, APIs, and the
board UI. Recovery work can select a different model profile from the
agent's configured model.

**Proposed behavior**

Paperclip uses the agent's configured model for normal work and recovery
work. Status-only recovery stays limited to coordination work. The API
rejects legacy model-profile configuration. A migration removes stored
model-profile values from existing agent, issue, and historical revision
records.

**Reason and benefit**

One model path reduces configuration, API, UI, and recovery complexity.
It also prevents status recovery from becoming a separate product-level
model-routing feature.

**Breaking changes**

This change removes model-profile fields and adapter capability
metadata. Existing stored model-profile values are removed by an
idempotent migration. The validators reject new legacy profile values
with clear errors.

## What Changed

- Removed model-profile types, adapter capabilities, API fields, and
model selection logic.
- Removed cheap-model controls from agent and task UI surfaces.
- Kept status-only recovery limited to coordination context while normal
continuations use the configured agent model.
- Added an idempotent migration that removes stored model-profile values
from agents, issues, and configuration revisions without changing issue
update timestamps.
- Updated tests and product documentation for the single-model behavior.

## Verification

- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` completed with 5,607 passing tests and 8
environment-sensitive failures in unrelated fixed-port and
database-deadlock suites. The same failures repeated in an isolated
rerun. CI is the final clean-room result.

## Risks

- This is an intentional breaking change for clients that send
model-profile fields.
- The migration changes legacy agent, issue, and configuration-revision
JSON. It is idempotent and preserves unrelated fields and issue update
timestamps.
- The change is cross-cutting because the removed feature existed in
adapters, shared contracts, the server, plugins, and the UI.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:57:38 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked a public issue or pull request with `Refs #`
- [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>
2026-08-29 12:08:33 -05:00
Devin Foley bc1a21564f Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.

**Subsystem affected**

Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.

**Current behavior**

The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.

**Proposed behavior**

The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.

**Reason and benefit**

Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.

**Breaking changes**

The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.

## What Changed

- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.

## Verification

Commands run from the repository root:

- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`

New tests added:

- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.

## Merge with master

`master` moved while this was open, and the merge needed two
resolutions:

- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
  the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
  kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
  `0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
  columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
  passes.

The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.

## Risks

- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 12:11:05 -07:00
DottaandPaperclip 75b6d22aac fix(recovery): make silent-run detection UI-only (#12242)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recovery service detects active runs that stop producing output.
> - The dashboard already shows suspicious and critical silence to the
board.
> - The recovery scan also creates delegated evaluation work for the
same signal.
> - Output silence alone does not prove that the run or source task
needs recovery.
> - This pull request keeps the signal and removes automatic recovery
artifacts.
> - The benefit is a visible watchdog signal without assignment changes,
wake requests, or issue noise.

## Linked Issues or Issue Description

- Refs #6596
- Refs #7036
- Refs #9475
- Refs #11544
- Refs #11839
- Refs #11961

## What Changed

- Keep the one-hour suspicious level and four-hour critical level in
active-run API summaries.
- Stop output silence from creating or changing issues, recovery
actions, comments, relations, assignments, and wake requests.
- Store snooze, continue, and false-positive decisions against the run
without an evaluation issue.
- Preserve terminal-source folding, orphan cleanup, and open legacy
evaluation links.
- Show informational watchdog copy and board controls without requiring
an evaluation-task link.
- Document the UI-only watchdog contract.
- Add focused server and UI coverage for artifact-free scans and board
decisions.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
ui/src/components/IssueRunLedger.test.tsx` (32 tests passed)
- `pnpm build`
- `pnpm check:token-gates`
- `git diff --check`
- `pnpm test:run` completed locally with 4,772 passing tests. It found
30 unrelated macOS test-harness failures in eight workspace, skill,
listener, and runtime exposure files. The failures use `/tmp` and
`/private/tmp` as different paths, require Linux `/proc` listener data,
or derive invalid HMR ports from the macOS ephemeral range.
- The full Linux CI matrix passed on the latest commit. It includes
build, typecheck, server tests, worker tests, serialization tests,
canary, and e2e tests.
- Greptile reviewed the latest commit at 5/5 with no actionable
findings.

## Risks

- The recovery scan keeps its existing result shape, but its created and
escalated counts remain zero for output silence.
- A false-positive decision now suppresses the signal for the full life
of that run.
- Open legacy evaluation issues remain visible and manually resolvable.
The scan does not refresh or reprioritize them.
- There is no database migration and no API schema change.

> I checked `ROADMAP.md`. This change corrects existing watchdog
behavior and does not duplicate planned core work.

## Model Used

- OpenAI Codex, GPT-5, with extended reasoning, tool use, and code
execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-26 15:26:12 -05:00
DottaandPaperclip ae6761e2b0 fix(server): authorize agent resume through direct grants (#12047)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip keeps agent lifecycle changes behind control-plane
authorization
> - Plugins can create agents in a paused state until an operator
activates them
> - An agent with a direct configuration grant could not resume these
agents
> - A paused plugin-managed agent also had no stable provenance in its
pause reason
> - This pull request adds one protected resume path and preserves every
other lifecycle gate
> - The benefit is safe recovery from plugin provisioning without a
broad permission change

## Linked Issues or Issue Description

Refs #8168. That pull request uses a role capability and also opens
clear-error. This change uses the current grant system and keeps
clear-error closed.

**What happened?**

A plugin can create a paused managed agent. An agent actor cannot resume
that agent, even when the actor has a direct `agents:configure` grant.
The paused agent can also have a null pause reason.

**Expected behavior**

An agent with a direct `agents:configure` grant can resume an accessible
paused agent. An agent without that grant cannot resume it.
Plugin-managed paused agents show stable plugin provenance. A completed
resume stays in effect after reconcile.

**Steps to reproduce**

1. Install a plugin that declares a managed agent with `status: paused`.
2. Give a same-company agent a direct `agents:configure` grant.
3. Call `POST /api/agents/{id}/resume` with the granted agent key.
4. On the base revision, observe a board-only authorization error.

**Paperclip version or commit**

`master` at `63df7ad2b3`.

**Deployment mode**

All deployment modes. This is a server authorization and reconcile
behavior.

## What Changed

- The resume route now uses the protected `agent_config:update` decision
with `requiresChangeGrant: true` for agent actors.
- The route keeps board access, tenant non-disclosure, and invalid
organization-chain protection.
- Resume activity now records the real user or agent actor, run, and API
key.
- Plugin-managed paused agents now receive a stable provenance reason
and pause time at creation.
- Reconcile backfills only a null reason on an agent that is still
declared and stored as paused.
- Reconcile preserves manual, budget, system, and other pause reasons.
It does not pause a resumed agent again.
- The implementation specification now records the narrow resume
exception.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/plugin-managed-agents.test.ts` passed: 2 files and
26 tests.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- GitHub CI passed all policy, typecheck, build, test, e2e, canary, and
security gates on commit `306edf469c`.
- Greptile reviewed all 5 changed files. Its check passed with 0
comments and 0 unresolved threads.
- The host uses Node 22.22.2. The repository requests Node 24.11 or
newer, so pnpm printed engine warnings.
- A broad `pnpm test:run` attempt did not complete its general-server
group. Runtime port fixtures failed because host port `52000` was
already bound. The isolated failing fixture reproduced the same port
conflict. The focused feature tests passed before and after the final
commit.

## Risks

The main risk is an unintended lifecycle permission increase. The change
limits agent access to resume only. It requires a protected
direct-change decision. It does not open pause, clear-error, terminate,
approval, or key-management routes. Tests cover denial, self-denial,
tenant isolation, organization-chain checks, and activity attribution.
There is no database migration.

> This change fixes a narrow gap in the completed plugin, approval, and
activity-log roadmap areas. It does not add a new roadmap feature.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with xhigh reasoning, tool use, and code
execution. The runtime 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>
2026-08-23 16:15:32 -05:00
DottaandPaperclip f572e08678 fix(recovery): stop automatic stranded-task takeovers (#11961)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recovery service restores execution when a task loses its live
path.
> - The service retries the original agent for a limited number of
attempts.
> - The old fallback could select a manager or an executive and wake
that agent.
> - That fallback changed the effective recovery owner without a board
decision.
> - This pull request keeps the source owner and gives the exhausted
recovery decision to the board.
> - The benefit is a clear ownership rule with no automatic task
takeover.

## Linked Issues or Issue Description

Refs: #11807

Refs: #11817

**What existing behavior does this improve?**

This improves stranded-task recovery in the server and the recovery
action card in the board UI.

**Subsystem affected**

Cross-cutting: server recovery orchestration, recovery observability,
board UI, and execution documentation.

**Current behavior**

Paperclip retries the original agent for a limited number of attempts.
After the retry limit, it can select a manager, task creator, CTO, or
CEO as a recovery owner. It can then wake that substitute agent. The
source task keeps its assignee, but the automatic substitute wake
creates an implicit takeover path.

**Proposed behavior**

Paperclip keeps the limited retry path for the original agent. If
recovery is exhausted or unsafe, Paperclip creates one board-owned
source recovery action. It keeps both source assignee fields. It does
not wake a substitute agent. The board can repair, retry the original
owner, explicitly reassign, or resolve the task.

**Reason and benefit**

Source task ownership must remain stable until a person or an approved
policy changes it. The new rule removes implicit manager and executive
takeover. It also gives operators clear evidence through the
`board_escalation_no_takeover_v1` routing marker.

**Breaking changes**

Automatic recovery no longer wakes a manager or executive after the
original-agent retry limit. Existing active agent-owned recovery actions
remain visible and can resolve. Paperclip does not schedule a new
takeover wake for those legacy actions.

## What Changed

- Route exhausted and unsafe stranded recovery to a board-owned source
action.
- Preserve agent and user assignee fields during automatic escalation.
- Keep limited same-agent continuity repair and provider quota
monitoring.
- Stop new manager, creator, CTO, and CEO recovery wakes.
- Keep legacy agent-owned recovery actions readable and resolvable.
- Add the routing marker to new board escalation evidence and
observability.
- Update recovery notices, the board UI card, tests, and execution
documentation.

## Verification

- Run `pnpm -r typecheck`.
- Run `pnpm build`.
- Run `pnpm check:token-gates`.
- Run `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts`.
- Run `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-branch-containment.test.ts`.
- Run the focused recovery and UI Vitest files changed by this pull
request.
- Confirm that a paused or over-budget source owner creates one board
action, keeps the source assignee, and creates no substitute wake.

## Risks

- Operators must now make the final recovery decision after the
original-agent limit.
- Legacy agent-owned actions use their stored contract. This avoids a
rollout-time ownership rewrite.
- No database migration or API response shape changes are included.
- The tests cover concurrent escalation, paused and over-budget owners,
legacy actions, provider quota monitoring, and UI presentation.

> 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. The hosted exact model revision and context
window are not exposed. Reasoning, tool use, and code execution were
enabled.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-22 11:41:24 -05:00
Nicky LeachandPaperclip 38d8f37172 fix(build): enforce Node 24 across Paperclip (#11792)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip runs across the CLI, server, adapters, plugins, CI, and
container images.
> - These surfaces declared different Node.js versions from 20 through
24.
> - A newer `@types/node` major can expose APIs that the supported
runtime does not provide.
> - Node.js 20 is no longer a suitable project baseline, and Node.js 24
is the current LTS line.
> - This pull request sets Node.js 24.11.0 as one repository-wide
baseline, adds a drift check, and gives users actionable startup
guidance when their runtime is too old.
> - The benefit is one clear runtime contract for development, release,
installation, and published packages.

## Linked Issues or Issue Description

Refs #2734

Refs #11727

Refs #739

## What Changed

- Require Node.js 24.11.0 or newer in all 42 package manifests and
runtime checks.
- Use Node.js 24 in GitHub Actions, Docker images, smoke images, sandbox
setup, portable installs, and esbuild targets.
- Align every direct `@types/node` declaration on `^24.0.0`.
- Prevent Dependabot from opening major `@types/node` upgrades without a
matching runtime decision.
- Add `.nvmrc` and a CI policy check for Node version drift.
- Update ACP version gates, tests, and user documentation for the new
minimum.
- Print a non-blocking warning on CLI and server startup when Node is
unsupported, with remediation through a version manager or the
documented downloaded `install.sh` workflow.
- Deduplicate that warning when `paperclipai run` boots the CLI and
server in the same process.

## Verification

- `node scripts/check-node-version-policy.mjs`
- `node --check scripts/check-node-version-policy.mjs`
- `node --check cli/esbuild.config.mjs`
- `node --check scripts/generate-npm-package-json.mjs`
- `bash -n scripts/install.sh scripts/test-install-sh-docker.sh
scripts/e2e-install-lifecycle.sh`
- Parsed all 42 package manifests and confirmed `engines.node` is
`>=24.11.0`.
- `git diff --check`
- `vitest run
packages/adapter-utils/src/sandbox-install-command.test.ts` passed with
3 tests.
- `vitest run cli/src/node-version.test.ts` passed with 4 tests.
- Directly exercised the shared warning helper for unsupported-version
messaging and same-process deduplication.
- The focused exe.dev suite could not resolve the locally unbuilt plugin
SDK from this isolated worktree. A full offline workspace install was
also blocked because the package-manager signature verifier requires
registry access. The full suite was not run locally; draft CI performs a
clean install and evaluates the wider impact.

## Risks

- This is a breaking runtime change for users, plugins, and deployments
that still use Node.js 20 or 22.
- Published workspace packages will now produce an engine warning or
failure in strict package managers on older Node.js releases.
- Node.js 24 can reveal dependency, native module, Playwright, or agent
CLI compatibility issues in CI.
- The bootstrap installer now installs Node.js 24 when the current
runtime is older than 24.11.0.
- The portable sandbox fallback is pinned to Node.js 24.11.0 and depends
on that upstream tarball remaining available.
- Unsupported runtimes continue booting after a warning, so a later
incompatibility can still fail at its point of use.
- The CLI and server share the warning policy through the published
`@paperclipai/shared` package; packaging checks must keep that subpath
export available.
- This PR does not commit `pnpm-lock.yaml` because repository policy
assigns lockfile generation to CI.

> 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 and context
window are not exposed in this session. Reasoning, repository tools,
shell execution, and GitHub tools were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 10:17:52 -07:00
cb0009b097 fix: preserve recovery retries across restarts (#11817)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must keep each active issue on a clear execution
or recovery path.
> - A missing issue disposition can require more than one bounded repair
attempt.
> - A server restart could lose that repair path or move source
ownership to the recovery owner.
> - A parked or expired retry could also make the user interface show a
false healthy state.
> - Concurrent recovery loops must not schedule the same repair attempt
twice.
> - This pull request keeps retry state durable, makes scheduling
atomic, and keeps source ownership stable.
> - The benefit is that recovery continues after a restart and operators
see the correct state.

## Linked Issues or Issue Description

**What happened?**

A run that ended without a valid issue disposition could lose its repair
path after a server restart. Manager recovery could also change the
source owner. In addition, a parked or expired retry could make the
issue look healthy when no active work existed. Concurrent
reconciliation could also schedule the same repair attempt twice.

**Expected behavior**

Paperclip must keep bounded source and manager repair attempts across
restarts. Recovery ownership must stay separate from source issue
ownership. The server and user interface must report only a live retry
as active work. Each repair attempt must be scheduled at most once per
company.

**Steps to reproduce**

1. Start an agent run on an issue.
2. End the run without a valid issue disposition.
3. Let the first repair attempt schedule a retry.
4. Restart the server, let the retry time pass without a live run, or
start two reconciliation loops together.
5. Observe that the repair path can stop, the issue can show a false
healthy state, or duplicate retries can be created.

**Paperclip version or commit**

The problem existed on `master` before candidate head
`d8e620fe86bade7df18decac332007f5821ae04f`.

**Deployment mode**

The problem affects self-hosted servers and local builds that use
automatic recovery.

## What Changed

- Persist bounded source-owner and manager repair lineages with stable
fingerprints and retry limits.
- Resume incomplete disposition repairs after a server restart.
- Keep recovery ownership separate from source issue ownership and
enforce source mutation authority.
- Project live retry evidence into issue and blocker summaries.
- Show recovery owner, return owner, attempt count, and retry state in
the board user interface.
- Treat expired or parked retries as attention states unless a queued or
running attempt exists.
- Atomically deduplicate disposition-repair wake requests with a
company-scoped partial unique index.
- Reuse the winning run when concurrent reconciliation loses the
uniqueness race, without duplicate scheduling activity.
- Honor disabled on-demand wake policy before recovery scheduling and
again before delayed retry promotion.
- Keep the new index migration safe for lagging seeded databases that
already contain the index.
- Add server and user interface tests for recovery, restart, ownership,
retry, concurrency, and blocker states.
- Update the implementation and execution semantics documents.

## Verification

- Focused server recovery and ownership suites: 282 tests passed on the
repaired base candidate.
- Focused user interface recovery suites: 128 tests passed on the
repaired base candidate.
- Atomic-deduplication schema and recovery suites: 111 tests passed on
the first Greptile repair.
- Recovery and scheduled-retry wake-policy suites: 126 tests passed at
`d8e620fe86bade7df18decac332007f5821ae04f`.
- The exact lagging-source migration-order test passed after the index
migration became idempotent: 1 test passed and 62 unrelated tests were
skipped.
- `@paperclipai/db` and `@paperclipai/server` typechecks passed at the
current head.
- Migration generation and migration safety checks passed for migration
`0226_tan_colossus.sql`.
- `pnpm check:token-gates` passed on the repaired base candidate.
- `pnpm -r typecheck` passed on the repaired base candidate.
- `pnpm build` passed on the repaired base candidate.
- `pnpm test:run` passed 4,540 tests on the repaired base candidate.
Four fixed-port cases met listeners that already existed on the host.
- The two unchanged fixed-port files passed in an isolated network
namespace: 129 tests passed and 27 tests were skipped.
- Independent Security and QA reviews approved
`63c0423aab54c66f2293a20b0fb3f3b013ee3ba8`; exact-head re-review is
required after automated checks settle on
`d8e620fe86bade7df18decac332007f5821ae04f`.

## Risks

- Recovery orchestration affects issue liveness and ownership. The new
paths use bounded attempts, stable fingerprints, row locks, authority
checks, and database uniqueness.
- A conservative attention state can show more warnings when a scheduled
retry has no queued or running attempt. It does not hide stopped work.
- Migration `0226_tan_colossus.sql` creates a partial unique index on a
known-large table. Migrations run transactionally, so `CONCURRENTLY` is
unavailable. The matching disposition-repair key namespace is introduced
by this release, so deployed databases have no matching rows before the
index is added.

> 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 from the GPT-5 model family used agentic reasoning, tool
use, and code execution. The runtime did not expose the exact model ID
or context window.
- Anthropic Claude Opus 5 used a 1M context window, tool use, and code
execution for part of the user interface repair, as recorded in the
commit 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 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 5 (1M context) <noreply@anthropic.com>
2026-08-20 17:09:42 -05:00
DottaandPaperclip 10d0555189 fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue interactions give agents and people a structured decision
record.
> - Resolver routes used different authorization rules.
> - Some routes blocked valid agents, including task watchdogs with
normal issue access.
> - The API did not show who could resolve a pending interaction.
> - This pull request gives every interaction kind one resolver policy
evaluator.
> - The benefit is a clear decision path with consistent governance and
company isolation.

## Linked Issues or Issue Description

Fixes: #8087

Refs: #7403

Related PR: #11082 proposes board-only confirmation rules. This change
keeps human-only review as an explicit policy.

**What happened?**

Agents could create issue interactions. Some resolver routes still
required board access.

This left valid agent confirmations pending. Task watchdogs could see
the same problem without board identity.

**Expected behavior**

Every interaction kind must use one resolver policy contract.

The contract must support `anyone`, `not_creator`, and `human_only`. It
must also apply all normal governance controls.

**Steps to reproduce**

1. Create a `request_confirmation` interaction as an agent.
2. Resolve it with another authorized agent.
3. Observe the board-only denial.

**Paperclip version or commit**

The problem exists on `master` before this change.

**Deployment mode**

Local development with `pnpm dev`.

## What Changed

- Add canonical policies for `anyone`, `not_creator`, and `human_only`.
- Use one server evaluator for every interaction kind.
- Apply named addressees, company limits, review rules, and task
watchdog scope.
- Charge cross-issue resolutions to the existing per-run action limit.
- Return the effective resolver audience in attention and interaction
data.
- Show the audience, governance choices, and denial reasons in the board
UI.
- Add telemetry, API documents, product documents, and regression
fixtures.
- Add migration provenance for safe legacy behavior.
- Make migration `0218` safe for complete replays and partial prior
runs.

## Product Rules

- An interaction records a response. It does not grant authority for the
next action.
- `anyone` lets any authorized issue participant respond.
- `not_creator` requires a responder other than the interaction creator.
- `human_only` requires an authorized person.
- A named addressee, company policy, or governed action can narrow the
audience.
- These controls cannot widen the audience.
- A task watchdog uses the same rules as an ordinary agent.
- A task watchdog does not receive board authority.
- An agent resolution on another issue uses the shared cross-issue
action limit.
- Legacy pending interactions keep their earlier restrictions.
- The UI shows the effective audience and a permanent denial reason.

## Verification

- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts`
- The focused PostgreSQL test applies migration `0218` twice.
- The test also completes a partial prior run and preserves existing
provenance.
- The latest GitHub head has 29 successful checks.
- The opt-in Storybook visual check skipped as expected.
- Greptile reports 5/5 with no open comments.

## Risks

- New interaction writes use `anyone` by default.
- Callers must select `not_creator` or `human_only` when they need
stricter review.
- Legacy pending interactions keep the old creator and human
restrictions.
- Migration `0218` fills only missing provenance fields during recovery.
- Cross-issue resolutions can reach the existing action limit.
- The shared evaluator affects every interaction kind.
- Route, service, database, shared contract, and UI tests cover these
rules.

> This work matches the Agent Reviews and Approvals direction in
`ROADMAP.md`. It does not duplicate a planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID
or context window.

The agent used reasoning, repository tools, shell commands, and test
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:46:50 -05:00
DottaandCodex edb8083538 fix(server): serialize interaction review verdicts
Lock the issue before accepting or rejecting review confirmations, reauthorize against the current policy, and cover concurrent policy tightening.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:53:26 +00:00
DottaandCodex 277c13529a fix(server): persist review requester atomically
Commit both bound and unbound in-review transition activity in the same transaction as the issue update.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:38:12 +00:00
DottaandCodex 991f40bb2e fix(server): serialize review policy verdict authorization
Recheck terminal verdict and policy mutations under a row lock, and scope interaction verdict enforcement to the review confirmation itself.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:25:17 +00:00
DottaandPaperclip 373b675f94 fix(server): prevent review policy verdict downgrade bypass
Authorize verdicts and policy changes against the stored restrictive review policy, remove downgrade guidance, and cover both restrictive policies with route regressions.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 01:12:34 +00:00
DottaandPaperclip 3e1ea39ff3 fix(inbox): honor saved policy for explicit targets (#11221)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - Each user can let agents tidy that user's Mine inbox
> - The profile control saves either an open policy or an agent
allowlist
> - Explicit inbox archive requests checked only the separate
`inbox:manage` grant
> - This made the saved profile control ineffective for explicit user
targets
> - This pull request makes authorization honor the target user's saved
policy
> - The benefit is that the UI control and the API now enforce the same
user choice

## Linked Issues or Issue Description

**What happened?**

An agent received `403 inbox_cross_user_grant_required` when it archived
an issue with an explicit `userId`. The denial occurred even when that
user had enabled inbox management for the agent in Profile Settings. The
authorization service checked only `principal_permission_grants` for
explicit targets and ignored the saved user inbox policy.

**Expected behavior**

An explicit target is allowed when the target user saved an `open`
policy or an allowlist that contains the agent. An unsaved default-open
policy must remain limited to the responsible-user path. A scoped
`inbox:manage` grant must remain an administrative override.

**Steps to reproduce**

1. Save an inbox-agent allowlist for a user.
2. Include the acting agent in that allowlist.
3. Call `POST /api/issues/{issueId}/inbox-archive` with that user's
explicit `userId`.
4. Observe the incorrect `403 inbox_cross_user_grant_required` response
on the previous implementation.

**Paperclip version or commit**

Reproduced on `7ea2068ef8`.

**Deployment mode**

Self-hosted server.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This is a core authorization bug.

**Database mode**

External Postgres in production. The regression tests use embedded
PostgreSQL.

**Access context**

Agent bearer authentication.

Related foundations: #9658 and #9724.

## What Changed

- Read the target user's saved inbox-agent policy before the
explicit-target decision.
- Allow saved `open` policies and matching allowlists for explicit
targets.
- Keep unsaved implicit-open policies responsible-user-only.
- Keep scoped `inbox:manage` grants as administrative overrides.
- Add service and route regressions for allow, deny, archive, unarchive,
and audit metadata.
- Update the implementation contract and agent-facing inbox API
guidance.

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/inbox-archive-routes.test.ts` — 66 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low risk. The change is limited to explicit inbox targets with a saved
policy.
- A missing policy row still denies explicit cross-user access.
- A non-matching allowlist and a disabled policy still deny access
unless a scoped administrative grant applies.

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

## Model Used

- OpenAI Codex based on GPT-5. The runtime did not expose the exact
model build or context-window size. The agent used reasoning, repository
tools, code execution, and focused test execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 13:23:03 -04:00
DottaandPaperclip b58ce27a02 fix: isolate execution workspace summaries (#10790)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip gives operators a summary for each workspace.
> - An execution workspace detail page used the parent project-workspace
summary slot.
> - Two execution workspaces under one project workspace could therefore
show the same summary.
> - This pull request gives each execution workspace its own summary
scope.
> - It also limits the summary snapshot and generated issue to that
execution workspace.
> - The benefit is that a new or parallel execution workspace cannot
inherit unrelated status.

## Linked Issues or Issue Description

**What happened?**

An execution workspace detail page read and refreshed the summary slot
for its parent project workspace. Parallel execution workspaces could
show the same status and include issues from each other.

**Expected behavior**

Each execution workspace must have one isolated summary slot. Its
generated snapshot must include only issues assigned to that execution
workspace.

**Steps to reproduce**

1. Create two execution workspaces under one project workspace.
2. Add different issues to each execution workspace.
3. Generate the summary in the first execution workspace.
4. Open the second execution workspace.
5. Observe that the old implementation could reuse the first summary.

**Paperclip version or commit**

The problem exists on `master` before this pull request.

**Deployment mode**

The issue affects both local trusted and authenticated deployments.

## What Changed

- Added `execution_workspace` to the shared summary-slot scope contract.
- Validated execution-workspace ownership and stored generated summary
issues on the correct execution workspace.
- Limited execution-workspace snapshots to issues with the matching
execution workspace ID.
- Updated the execution workspace page to use its own summary slot.
- Updated Summarizer instructions, routine options, catalog metadata,
documentation, and regression tests.

## Verification

- `NODE_ENV=test pnpm exec vitest run
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slots.test.ts
ui/src/pages/ExecutionWorkspaceDetail.test.tsx` — 30 focused tests
passed; the embedded-Postgres server tests were run outside the
process-restricted sandbox.
- `pnpm check:token-gates` — passed.
- `pnpm --filter @paperclipai/skills-catalog validate` — passed with 17
catalog skills.
- [Latest-head GitHub
Actions](https://github.com/paperclipai/paperclip/actions/runs/31491475405)
— all 22 jobs passed on `beea14cbaf`, including typecheck, build,
server/workspace tests, serialized suites, e2e, canary, and aggregate
verification. One unrelated adapter cleanup test initially hit an
`ENOTEMPTY` temp-directory race; its single permitted rerun passed.
- Greptile — 5/5 confidence on `beea14cbaf`, 12 files reviewed, zero
comments added, and zero unresolved threads.

## Risks

- Low risk. The new scope is additive.
- Existing project and project-workspace summary slots keep their
current keys and behavior.
- A summary generated for an execution workspace now excludes sibling
workspace issues by design.

> 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. The deployment does not expose a more
specific model ID or context-window value. It used agentic reasoning,
repository tools, code execution, and GitHub tooling.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 08:56:32 -04:00
DottaandPaperclip f554d67377 fix(server): add explicit review verdict policies (#10931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issues use `in_review` to request a final decision from an
authorized writer
> - The server rejected an assignee agent that tried to close its own
review, even when the issue had no independent-review rule
> - This rejection stopped the default agent workflow and did not
represent the configured execution-stage rules
> - Paperclip needs an open default and explicit issue-level constraints
for teams that require an independent or human verdict
> - This pull request removes the unconditional rejection and adds
`anyone`, `not_creator`, and `human_only` review policies
> - The benefit is a working default path with opt-in, authenticated
verdict controls

## Linked Issues or Issue Description

Refs #10635, #4429, and #10671.

The related public work covers execution-stage independence,
self-approval fallback behavior, and durable review paths. This change
is distinct. It controls who can resolve an issue review verdict. It
keeps configured execution stages active.

## What Changed

- Added a nullable `review_policy` issue column. Null has the same
meaning as `anyone`. The migration does not backfill existing issues.
- Added shared create, update, response, and compact issue contracts for
`anyone`, `not_creator`, and `human_only`.
- Removed the unconditional agent self-approval rejection for
`in_review` issues.
- Added one reusable verdict-actor check for terminal status changes and
pending interaction accept or reject actions.
- Used the authenticated principal type for `human_only`. Agent keys and
run tokens remain agent principals.
- Used the latest transition into `in_review` to identify the requester
for `not_creator`.
- Added actionable 403 responses that name the policy, the allowed
actor, and the next step.
- Kept the configured execution-stage transition and signoff behavior.
- Added focused contract, helper, status-route, interaction-route, and
execution-stage regression tests.
- Updated the implementation specification for the new issue field.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-review-policy.test.ts
server/src/__tests__/issue-stalled-review-decision-routes.test.ts
--reporter=dot` passed: 42 tests.
- `pnpm --filter @paperclipai/shared typecheck` passed.
- `pnpm --filter @paperclipai/db typecheck` passed, including migration
numbering and safety checks.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm run typecheck:build-gaps` passed across server, CLI, plugin
SDK/examples, plugin wiki, and UI.
- `git diff --check origin/master...HEAD` passed.
- SecurityEngineer review approved the authenticated-principal checks
and accepted policy-relaxation tradeoff with no required changes.
- Greptile reviewed the latest head at 5/5 with zero inline comments or
follow-ups.
- The latest-head GitHub rollup passed build, typecheck,
server/workspace tests, serialized suites, canary, e2e, and external
security checks.

## Risks

- The migration adds one nullable text column. It has no default and no
backfill.
- `not_creator` reads the latest recorded transition into `in_review`.
It denies the verdict when it cannot identify the requester.
- Agents can change or relax `reviewPolicy` when they have issue write
access. This is intentional for this issue-level control.
- Null and `anyone` do not add a database query to the verdict path.
- Configured execution-stage checks still run after the issue-level
policy check.

> This work aligns with the completed "Agent Reviews and Approvals" and
"Enforced Outcomes" roadmap items. It does not add a new roadmap
capability.

## Model Used

- OpenAI Codex, GPT-5. The exact deployment ID and context-window size
are not exposed to the agent. The run used reasoning, repository tools,
code execution, and GitHub CLI access.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 23:12:41 -05:00
DottaandPaperclip 72b509c895 Recognize delivered workspaces and reap terminal worktrees (#10908)
## Thinking Path

> - Paperclip separates workspace provisioning lifecycle from whether
the work was actually delivered.
> - Git ancestry alone cannot recognize squash merges or deliveries into
a branch other than the workspace base.
> - A merged pull request linked from a terminal issue is stronger
delivery evidence for those cases.
> - The read contract should expose that evidence without changing
persisted workspace schema.
> - Cleanup must remain conservative: terminal descendants, delivered
work, and no active run checkout are all required.
> - Reusing the existing cleanup primitives keeps service shutdown,
lease cleanup, activity logging, and archival behavior consistent.
> - Focused regression coverage locks in both the honest read signal and
the fail-closed reaper guards.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Execution workspace close-readiness payloads and terminal workspace
cleanup.

**Current behavior**

Delivered squash-merged or cross-branch workspaces can remain `active`
and report a permanent “not merged” warning because git ancestry does
not contain their original commits.

**Proposed behavior**

Read payloads distinguish PR-confirmed delivery, ancestry delivery,
unmerged work, and unknown state. Fully terminal delivered workspace
trees are archived only when no active run holds the checkout.

**Reason and benefit**

Operators and automation receive an honest delivery signal, while
shipped worktrees stop looking active forever and genuinely unmerged
work retains its warning.

**Breaking changes**

The workspace payload gains a derived field. Existing fields and
persistence remain unchanged; no database migration is required.

**What happened?**

A delivered workspace can remain `active` and warn that it is not merged
forever after its issue ships through a squash or cross-branch pull
request.

**Expected behavior**

Pull-request delivery should be represented honestly, and a fully
terminal delivered workspace should become cleanup-eligible when no run
holds its checkout.

**Steps to reproduce**

1. Create an issue workspace with commits ahead of its configured base.
2. Deliver those commits with a squash merge or into a different target
branch.
3. Mark the source issue and descendants done, then read workspace close
readiness.

Before this change, the workspace remains active with a “not merged”
warning indefinitely.

## What Changed

- Added the derived `deliveryState` workspace contract: `merged_via_pr`,
`merged_by_ancestry`, `unmerged`, or `unknown`.
- Extracted a shared GitHub pull-request merge classifier and reused it
for merge confirmations and workspace delivery checks.
- Suppressed false ancestry warnings when a terminal issue has
ground-truth merged-PR evidence.
- Added an idempotent terminality reaper with descendant-terminal,
active-run, and delivered-work guards.
- Restricted PR delivery evidence to the source issue, then required
live merged state plus matching GitHub repository, head branch, and
current workspace HEAD; persisted status, stale PRs, lexical mentions,
inbound references, and descendant PRs cannot authorize cleanup.
- Preserved workspaces with modified or untracked files even when their
committed HEAD was delivered.
- Bounded both long-lived pull-request state caches to 1,000 entries
with oldest-entry eviction.
- Routed eligible workspaces through existing runtime shutdown, lease
cleanup, activity logging, and archival machinery with exclusive Git
index, HEAD, and branch-ref locks plus non-forced removal.
- Added regression coverage for delivery derivation, warning behavior,
reaper guards, scheduler wiring, and squash/cross-branch delivery.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose`
— 63 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts --reporter=verbose`
after review hardening — 43 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/external-objects-service.test.ts --reporter=dot` on the
final local head — 73 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15
passed
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` —
server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared
415 passed, and skills catalog 20 passed; the aggregate DB stage ran
both source and built copies of one unrelated embedded-Postgres
migration test and both reached its 5-second timeout
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts --reporter=verbose` — isolated
aggregate-timeout verification passed in 3.99 seconds
- `NODE_ENV=production pnpm build`
- `pnpm check:token-gates`

## Risks

The reaper intentionally fails closed when issue terminality,
pull-request state, git ancestry, or checkout ownership cannot be
proven. GitHub lookups can delay classification and cleanup but cannot
cause an unproven workspace to be archived. Automated terminal archival
holds exclusive Git index, HEAD, and branch-ref locks across validation
and removal, skips configured destructive hooks, and uses non-forced
removal so dirty writes fail closed. Reopening a source issue does not
restore an archived workspace; it emits an audit event so a human or
agent can re-provision explicitly.

## Model Used

OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID
or context-window size. Reasoning, tool use, repository editing, test
execution, and GitHub CLI access were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 16:34:04 -05:00
DottaandPaperclip 6ffe9df842 fix(auth): clarify protected-agent assignment blocks (#10893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task assignment policies control which agents can receive work.
> - Protected-agent policy flags currently stop assignment.
> - The existing error says that the assignment requires approval.
> - Paperclip has no approval workflow for this policy.
> - This pull request models the policy as a hard block and gives the
operator an action that exists.
> - The benefit is accurate API guidance without weakening the existing
fail-closed behavior.

## Linked Issues or Issue Description

Refs #6386

**What happened?**

A protected-agent assignment denial said that approval was required. No
approval record or approval action existed for this policy, so the
message sent agents and operators to a dead end.

**Expected behavior**

The authorization result must state that protected-agent policy blocks
assignment. It must tell a company administrator to remove the block
before retrying.

**Steps to reproduce**

1. Set `authorizationPolicy.protectedAgent.requiresApproval` to `true`
on a target agent.
2. Give another agent the `tasks:assign` permission.
3. Preview or attempt assignment to the protected agent.
4. Observe that the old response promises an approval step that does not
exist.

**Paperclip version or commit**

`c54936e2e9` on `master`.

**Deployment mode**

Built from source. The behavior is in the core authorization service and
is not deployment-specific.

**Agent adapter(s) involved**

Not adapter-specific.

## What Changed

- Added canonical `protectedAgent.blockAssignment` and
`protectedAgent.blockReason` policy fields.
- Kept the legacy approval-named flags as fail-closed compatibility
aliases.
- Changed denial copy to name the hard block and the administrator
action.
- Added authorization and plugin-host regression coverage for canonical
and legacy policy data.
- Updated the V1 implementation contract with the protected-assignment
rule.

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/plugin-access-authorization-host-services.test.ts`
— 2 files passed, 61 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/shared build` — passed.
- `pnpm --filter @paperclipai/server build` — passed.
- `pnpm check:token-gates` — all gates clean.
- `git diff --check public-gh/master...HEAD` — passed.

The repository-wide local wrappers exceeded the execution host resource
limit before they printed a final summary. The PR check loop will use
GitHub CI as the complete test and build authority.

## Risks

- Low: assignment remains fail-closed. The change corrects the policy
name and denial guidance.
- Low: legacy fields remain supported, so existing plugin-owned policy
data does not change behavior.
- Low: the new policy schemas allow unknown keys for forward
compatibility, as the existing authorization policy schema already does.

> 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`, tool-enabled coding agent with
reasoning, shell, Git, and GitHub CLI access. The runtime does not
expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 10:09:17 -05:00
DottaandPaperclip 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>
2026-08-04 23:00:14 -05:00