PaperClipAI

0 Fork 0

mirror of https://github.com/paperclipai/paperclip.git synced 2026-10-10 20:50:08 +02:00

Author	SHA1	Message	Date
Dotta	397de98193	feat(runner): add flagged Codex execution adapter (#12188 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Paperclip Runner now has protocol, provider, tool, package, persistence, and hidden server boundaries. > - The server still cannot select that path for a real agent heartbeat. > - A new runtime must not change any existing direct adapter. > - An experimental runtime must fail closed when its rollout flag is off. > - This pull request adds one guarded Codex vertical slice through runnerd. > - The benefit is a production-built runner path that users cannot start by default. ## Linked Issues or Issue Description Refs #11962 Refs #12111 Refs #12169 Refs #12176 Subsystem affected Cross-cutting. The change affects the runner package, server orchestration, shared settings, and adapter configuration UI. Problem or motivation The hidden PRP coordinator cannot execute a real heartbeat. The application also needs an explicit rollout boundary before it can expose the experimental runner. Existing direct adapters must keep their current execution and finalization behavior. Proposed solution Add `paperclip_runner` as a Codex-only adapter behind the default-off `enableNativeRunner` instance flag. Select the native runtime only for that adapter. Persist the run binding before runnerd starts. Wait for the durable PRP result and terminal event. Resume the real Codex provider thread on later heartbeats. Keep persisted native runs readable and recoverable after the flag changes. Alternatives considered The server could route `codex_local` through runnerd. That option would change an existing adapter and weaken rollback safety. The server could expose all providers now. That option would add unreviewed provider behavior. The build could depend on a prebuilt runner binary. That option would make source builds architecture-dependent and difficult to verify. Roadmap alignment This work supports the shipped enforced-outcomes, governed-tool, and self-healing-run milestones. It does not add a new roadmap surface. It is the guarded execution step after the merged hidden runner boundaries. Additional context This is the next replacement for the closed large runner pull request. Task-thread presentation remains a separate follow-up so this change can preserve the current direct-adapter UI. ## What Changed - Add `paperclip_runner` as an explicit Codex-only adapter. - Add the default-off `enableNativeRunner` instance flag. - Reject fresh create, hire, import, switch, and execution requests while the flag is off. - Allow edits to persisted runner agents while the flag is off. - Recover an already persisted native run even after the flag is disabled. - Keep every built-in direct adapter on its existing runtime path. - Persist an immutable native run binding and revisioned completion contract before runnerd starts. - Execute server to PRP to runnerd to Codex to server through the hidden coordinator. - Validate the durable result against the terminal event and exact completion criteria before finalization. - Preserve the Codex provider thread ID and use `thread/resume` on the next heartbeat. - Strip unsupported Codex configuration fields from the experimental adapter. - Build a target-native release runner binary from source and vendor it into the server distribution. - Install Rust only in the Docker build stage. Do not add a workflow or lockfile change. - Stop the runner process group on completion, cancellation, and forced shutdown. ## Verification - Run `pnpm --filter @paperclipai/paperclip-runner check:all`. All 69 TypeScript tests and 58 Rust tests pass. Protocol, conformance, replay, formatting, and generated-file checks pass. - Run the 12 focused adapter, settings, runtime-selection, coordinator, direct-isolation, and real Codex integration test files. All 186 tests pass. - The real integration test uses PostgreSQL, HTTP, WebSocket, runnerd, and a fake Codex app server. It proves one `thread/start` followed by one `thread/resume`. - Run `pnpm -r typecheck`. - Run `pnpm build`. - Run `pnpm check:token-gates`. - Build the Docker `build` target from a clean context. Confirm that the server distribution contains an executable `paperclip-runnerd` built with Debian Rust 1.85. - Start the server through the source-mode tsx entry point with the package `dist` directory absent. Confirm the vendor shim resolves source exports and the server boots. - Run `pnpm test:run` twice. On this macOS host, 405 files pass and 1 file skips. Eight untouched workspace and loopback tests fail because macOS resolves `/tmp` and `/var` through `/private` and because PID-derived test ports exceed 65535. Linux CI must pass the full suite. - Confirm that the diff contains 52 files. Confirm that it contains no `.github` or `pnpm-lock.yaml` change. ## Risks - The feature flag is off by default. A fresh native start fails with a stable error while the flag is off. - A persisted native run remains recoverable after the flag changes. This prevents rollout changes from corrupting recorded work. - Only local Codex execution is accepted. Other providers and remote work modes fail closed. - Existing direct adapters do not start runnerd, create native rows, use native status arbitration, or enter native finalization. - The runner receives its one-use bootstrap ticket through the child environment. The server does not put the ticket in command arguments or logs. - The server validates the company, task, agent, run, runner, session, completion contract, result, and terminal binding before it accepts completion. - The build compiles a target-native Rust binary. Cross-platform release packaging remains a later concern. Source builds and Docker builds compile for their current target. - Docker needs enough build memory for the existing server TypeScript compile. The Docker build stage sets a 4 GB V8 heap limit. > 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 exact deployment ID and context-window size are not exposed. The model used agentic reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and applicable tests 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	2026-08-25 16:03:41 -05:00
Nicky LeachandPaperclip	63df7ad2b3	feat(login): use the login pseudo-terminal for Codex device login and de-Claude the shared channel (#12020 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent adapters use provider-specific login flows > - Codex device login needs a live pseudo-terminal (PTY), while the shared channel still uses Claude-specific names > - The old streamed-exec path does not provide the prompt transport that Codex needs > - This pull request moves Codex device login to the shared login PTY and removes the dead streamed-exec path > - The benefit is one controlled login transport with fail-closed capability checks and safer credential reads ## Linked Issues or Issue Description Problem or motivation Codex device login used a streamed-exec path that did not provide the required prompt transport. The shared login channel also exposed Claude-specific names outside Claude code. Expected behavior The host selects a fixed login command from trusted adapter data. Codex login uses the provider login PTY. Providers without that capability fail closed. Proposed solution Use a server-controlled session home, create and validate it as a fresh 0700 directory, read credentials from one validated descriptor, and rename shared channel names to the neutral login PTY family. Alternatives considered Keep the shared login PTY as the single transport. Do not keep the removed streamed-exec path because it cannot provide the required prompt transport. Roadmap alignment This change supports the planned login transport work. It does not add a separate roadmap item. ## What Changed - Route Codex device login through the shared login PTY transport. - Select the login command from a closed internal command key. - Carry a server-controlled session home through the launch contract. - Create and validate the session home as a fresh 0700 directory owned by the login user. - Read the credential file with descriptor-relative, no-follow path walking and final descriptor checks. - Gate the login route and run lease on the provider login PTY capability. - Rename shared channel names to the neutral login PTY family. - Remove the streamed-exec transport value, selector field, driver branch, and related tests. - Hide Codex login in the user interface when the provider lacks the login PTY capability. ## Verification - Server unit suites pass: 89/89. - Adapter-utils suites pass: 262/262. - Codex-local suites pass: 326/326. - Credential-read reader suite passes: 20/20. - Daytona login PTY suite passes: 30/30. - Device-login suites pass: 56/56. - TypeScript checks pass for server, adapter-utils, and UI. - GitHub Actions must pass after pull request creation. - Greptile review must reach 5/5 with no open P2 findings, recommendations, or follow-ups. ## Risks - Providers without a login PTY capability lose Codex login support by design. - The credential read rejects invalid ownership, mode, type, path, and size. - The launch-time sandbox directory race remains outside the threat model because the login runs inside the sandbox and a hostile sandbox already controls its credential. ## Model Used OpenAI Codex, GPT-5, tool use and code review assistance. The exact context window and reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-23 09:44:59 -07:00
Nicky LeachandPaperclip	e0b64529b3	feat(auth): normalize agent login in the sandbox onto one session table and a capability contract (#11730 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox agents need a safe login path for each supported adapter > - Codex device login and Claude setup-token login used separate session stores and route logic > - Separate stores made session lookup, expiry, and login capability checks harder to keep consistent > - This pull request unifies both flows on one session table and one capability contract > - The benefit is one company-scoped login model with public session identifiers and shared lifecycle rules ## Linked Issues or Issue Description Subsystem affected Cross-cutting (multiple of the above) Problem or motivation Codex and Claude sandbox login used separate session stores and different route paths. This split increased the risk of inconsistent company scoping, session lookup, and cleanup. Proposed solution Use `adapter_auth_sessions` for both login flows. Use public session identifiers for API access. Select login behavior from projected adapter capability data. Share the route spine, lease arguments, runner lifecycle, and reaper rules. Alternatives considered Keep two session tables and add matching fixes to both routes. This keeps duplicate logic and does not provide one capability contract, so this pull request uses shared infrastructure. Roadmap alignment This change supports the shipped Cloud / Sandbox agents milestone in `ROADMAP.md`. ## What Changed - Unify Codex device login and Claude setup-token login on `adapter_auth_sessions`. - Return and look up sessions with company-scoped public session identifiers. - Enforce one active session for each company, owner, and adapter. - Share the login route spine, sandbox lease arguments, runner lifecycle, and missing-auth check. - Add a standalone setup-token reaper with adapter-specific row selection. - Add optional login capability projection for adapters and drive route and UI selection from that data. - Rename the provider flag to `supportsLoginPty` and validate its deprecated alias. - Remove the old Claude setup-token session table and add the required migrations. ## Verification - Server typecheck passed with `tsc`. - Database typecheck passed. - UI typecheck passed with `tsc -b`. - Codex login service and route suites passed. - Setup-token session, route, and reaper suites passed. - Adapter session schema, plugin validator, capability projection, UI render, and Daytona suites passed. - GitHub Actions must confirm the complete CI gate after pull request creation. ## Risks - The migrations remove short-lived in-flight login rows during deployment. A login that spans the migration can continue until its provider lease expires. - The Codex credential store remains company-scoped. A cross-owner credential race remains a documented, board-accepted risk. - API clients that use internal session row identifiers no longer work. The API accepts only public session identifiers. ## Model Used Codex, GPT-5, exact runtime model ID not exposed in this handoff, large context window, reasoning, and repository tool use. The implementing engineer produced the code with AI assistance. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-19 11:51:31 -07:00
Devin Foley	962e98b1be	feat(server): operator declaration for platform edge TLS termination on the Claude login guard (#11579 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Claude local adapter supports a setup-token subscription login, and its confidential routes pass a fail-closed transport guard > - The guard accepts direct socket TLS, a local_trusted loopback peer, or an allowlisted proxy peer that forwards https — and deliberately never reads the global `TRUST_PROXY` > - On a managed platform the edge terminates TLS, the app socket is always plain HTTP, and the edge-proxy peer addresses are not stable or documented, so none of the three cases can hold > - Every login on such a deployment shows the clear-text transport warning although the user's connection is HTTPS, and the agent-scoped confidential routes fail closed entirely > - This pull request adds a dedicated operator declaration that the platform edge terminates TLS, as a fourth guard case > - The benefit is a correct transport decision on managed platforms with the default posture unchanged everywhere else ## Linked Issues or Issue Description No public GitHub issue covers this. The problem is described in-PR following the enhancement template. Related public PRs: [#11347](https://github.com/paperclipai/paperclip/pull/11347) added the new-agent login flow and the non-blocking transport advisory, and [#11286](https://github.com/paperclipai/paperclip/pull/11286) added the setup-token login and the guard with its `CLAUDE_LOGIN_TRUSTED_PROXIES` allowlist. Subsystem affected server/ — the confidential transport guard for the Claude setup-token login (`services/setup-token-session.ts`, `routes/agents.ts`, `app.ts`). Current behavior The guard allows a confidential response on direct socket TLS, on a `local_trusted` loopback peer, or when the immediate peer is on the dedicated `CLAUDE_LOGIN_TRUSTED_PROXIES` allowlist and forwards `https`. Behind a managed platform's TLS-terminating edge (Railway, Render, Fly, and similar), the app socket is plain HTTP and the edge-proxy peer addresses are not operator-visible or stable, so the allowlist cannot express them — IPv6 entries match by exact string only. The result: the login panel shows "This connection is not encrypted" for a connection that is HTTPS to the user, and the agent-scoped confidential routes return the fixed no-secret error. Proposed behavior `CLAUDE_LOGIN_EDGE_TLS_TERMINATED=true` is an explicit, single-purpose operator declaration that every client request reaches the server through the platform's TLS-terminating edge. Under the declaration the guard treats a request as confidential unless the edge itself labels the client hop as plain `http` in `X-Forwarded-Proto`. The declaration is never derived from the global `TRUST_PROXY` setting, which the guard still never reads. Without the declaration, nothing changes. Reason and benefit The guard's spoofing concern does not apply to this deployment shape: a client cannot pick its transport, because the platform admits HTTPS only, and the header the guard consults is set by the platform edge, not the client. A blanket warning that is always wrong teaches users to ignore it. The declaration keeps the strict default for every deployment that does not opt in, and it keeps the allowlist as the precise tool for operators who do know their proxy addresses. ## What Changed - `ConfidentialTransportConfig` gains optional `edgeTlsTerminated` (default false), documented as the operator declaration for platform edge TLS termination. - `evaluateConfidentialTransport` adds the declaration as a guard case: allowed unless the forwarded protocol's first hop is explicitly `http` (reason `edge_labeled_plain_http` then; `operator_edge_tls_termination` when allowed). - `assessConfidentialStartup` reports `edge_tls_termination_declared`, so the startup log shows why forwarded requests pass. - `app.ts` parses `CLAUDE_LOGIN_EDGE_TLS_TERMINATED` (truthy: `1/true/yes/on`) and passes it to the agent routes; the routes build the guard config from it. - The SR-7 operator-requirement comment on the setup-token routes documents the new variable next to the allowlist. - Tests: five new guard unit cases and a route case asserting the prompt and code responses carry no `transportAdvisory` under the declaration. ## Verification ```sh cd server npx tsc --noEmit # clean npx vitest run src/services/setup-token-session.test.ts \ src/routes/setup-token-route.test.ts \ src/__tests__/openapi-routes.test.ts # 3 files, 89 passed ``` The new "keeps failing closed when the declaration is absent" case pins the unchanged default posture. ## Risks The declaration is an operator statement the server cannot verify; an operator who sets it on a deployment whose edge does not terminate TLS re-labels plain-HTTP requests as confidential. This is the same trust class as `CLAUDE_LOGIN_TRUSTED_PROXIES` (a wrong allowlist entry has the same effect) and is opt-in, off by default, and scoped to the login routes only. The guard still fails closed when the edge explicitly labels a request `http`. No schema change, no API shape change — `transportAdvisory` was already nullable. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use and code execution — investigation, implementation, and tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-17 17:46:45 -07:00
Nicky LeachandPaperclip	c1c46f1e4e	feat: Claude login on the new-agent page before agent creation (#11347 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Claude local adapter supports subscription login through a sandbox > - The new-agent page must show login before the user creates an agent > - Test results must not expose raw sandbox diagnostics or secret values > - This pull request adds the login UI to both Test lanes and closes the diagnostic boundary > - The branch also adds durable cleanup recovery for failed sandbox teardown > - Reusable sandboxes must retain both their recorded teardown configuration and a valid lifecycle path until destruction succeeds > - The benefit is a usable login flow with fixed public checks, redacted server logs, and recoverable sandbox cleanup ## Linked Issues or Issue Description Related public work: [#9488](https://github.com/paperclipai/paperclip/pull/9488) adds first-class recognition for `CLAUDE_CODE_OAUTH_TOKEN` in headless and remote runs. Related public issue: [#2681](https://github.com/paperclipai/paperclip/issues/2681) requests Claude Code subscription support. This pull request adds the login transport and new-agent UI flow that those changes do not provide. Subsystem affected: Claude local adapter, server login probes, sandbox provider setup, cleanup recovery, and the new-agent UI. Problem or motivation: The Test lanes did not show the sandbox login panel in all supported cases. Test results also exposed raw probe diagnostics, and JSON escapes could end secret redaction early. Proposed solution: Surface the login capability through the bundled provider manifest. Prepare the same probe runtime in the ACP lane. Send diagnostics only to redacted server logs. Keep Test checks on fixed public messages. Normalize login URL hints to allowlisted HTTPS Claude and Anthropic hosts. Consume JSON escapes during redaction. Preserve failed sandbox cleanup state across retries and restarts, and prevent deletion from severing the lifecycle context of a live reusable sandbox. Alternatives considered: Keep raw diagnostics in Test checks or trust login URL text from the sandbox. Both choices increase information exposure. Keep separate probe behavior in the ACP lane. That choice would leave the two Test lanes inconsistent. ## What Changed - Surface the sandbox login panel on both Test lanes. - Reconcile the bundled Daytona plugin manifest so `supportsSetupTokenLogin` reaches the UI capability gate. - Prepare the ACP Test lane with the same probe runtime as the CLI Test lane. - Add the `claude_acp_login_probe_unavailable` warning when the ACP probe cannot run. - Send raw sandbox diagnostics only to redacted server logs. - Keep Test checks on fixed public messages in the ACP, managed-config, and CLI paths. - Normalize login URL hints to allowlisted HTTPS Claude and Anthropic hosts. - Redact JSON and escaped-JSON secret values, including escaped quotes and backslashes. - Preserve orphan cleanup records across provider failures, restarts, and unavailable plugins. - Atomically block environment deletion while a live reusable sandbox lease still depends on it. - Verify pending cleanup destroys plugin sandboxes with the provider configuration recorded on the lease, even after the current environment configuration changes. ## Verification - Head under review: `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`. - Focused environment route/service/runtime coverage passes: 196 tests across 3 files. - `pnpm -r typecheck` passes. - `pnpm build` passes. - The full Vitest run completed with 4,754 passing and 28 failing tests. All 23 source-test failures reproduce unchanged on parent head `58cfe61a33191ce03d965d65085d26064b4888ba`; the other 5 are duplicate executions from stale `server/dist` output. The failures are unrelated macOS path/listener and scheduler-fixture failures, so there is no new bad commit for bisect to localize. - All required CI checks pass for the current head, including build, typecheck/release registry, all server and workspace shards, serialized server suites, canary, and e2e. - A fresh Greptile review for `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241` reports 5/5, “safe to merge,” with no blocking failure remaining. ## Risks - A probe or redaction change could hide useful server diagnostics. - An allowlist change could reject a valid Claude login URL. - Cleanup recovery changes could affect provider teardown ordering. - An environment with a live reusable sandbox can no longer be deleted until the owning issue or execution workspace completes teardown. - The implementation keeps public Test messages fixed and sends detail to redacted server logs. ## Model Used OpenAI GPT-5 via Codex — exact model ID: GPT-5; tool use and code execution enabled; extended reasoning enabled. The implementation author used AI-assisted development. ## 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 documented the result - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation or confirmed no separate documentation change is needed - [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>	2026-08-17 13:42:51 -07:00
Dotta	4c349fe6b7	feat(runtime): managed Tailscale HTTPS lifecycle, durable runtime leases, and bounded control recovery (#11525 ) <!-- Simplified Technical English (ASD-STE100). --> > Stacked pull request. This targets #11524. Merge #11524 first. Review only the second commit, `feat(runtime): managed Tailscale HTTPS lifecycle...`. ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip starts and supervises managed runtime services, so an agent's branch can be previewed while the agent works > - The previous pull request added the host broker, the shared contract, and the database columns, but no code used them > - A managed runtime can only be exposed over HTTPS if it holds a stable loopback port pair for the whole life of the service. The current control path cannot promise this: two controls can race the same execution workspace, a stranded control can stay `running` forever, and a start can adopt a port it does not own > - This pull request adds the HTTPS lifecycle and the control-path hardening that the lifecycle depends on > - The benefit is that a managed preview becomes reachable from another device, and a managed control now always reaches a terminal state ## Linked Issues or Issue Description No public GitHub issue exists. The change follows the feature request template. Subsystem affected Managed workspace runtime services, workspace operations, the execution workspace routes, and the workspace runtime UI. Problem or motivation A managed runtime service is reachable only on loopback, so a preview cannot be opened from a phone or a second computer. Exposing it safely needs an exclusively held port pair. Three existing gaps block that. Overlapping controls can race the same workspace. A control whose owner dies stays `running` and blocks the lane forever. Port allocation does not confirm that the process holding a port is the process Paperclip spawned. Proposed solution Add the exposure lifecycle on top of the broker from #11524: reserve before spawn, expose after readiness, validate the public URL, and remove on stop. In the same change, make managed controls mutually exclusive per workspace, give each control a durable issue-owned lease and a terminal state, and verify port ownership before use. Alternatives considered - Add HTTPS exposure without the control hardening. This was rejected because a raced or stranded control makes exposure point at the wrong process. - Guard the lane with an in-memory lock only. This was rejected because the lock does not survive a server restart, so the lane can be lost or double-claimed. - Trust the requested bind address. This was rejected because a checkout that predates managed HTTPS overwrites `PAPERCLIP_BIND` from its own `--bind` argument, and then binds the wildcard address. Roadmap alignment This completes the managed workspace runtime capability that already exists. It adds no new product surface beyond the HTTPS link. Additional context This is the second of three pull requests. The third adds central mediation of leased port pairs. ## What Changed Exposure lifecycle: - Add the server-side broker client and the exposure lifecycle manager. The manager reserves the mapping before spawn, exposes after backend readiness, validates the public URL, and removes the mapping on stop. - Default managed worktree runtimes to `tailscale_https`, read exposure intent from legacy `expose` blocks, and backfill runtimes that are still HTTP-only. - Verify listener ownership for the app port and its Vite HMR companion before the broker is asked to expose anything. An unrelated listener on either port fails the start closed. - Force the loopback bind through argv instead of environment hints. Leave a non-Paperclip service's `--bind` argument alone. - Probe loopback for readiness instead of the public URL, and give Vite HMR its own loopback-bound server in middleware mode. - Preserve operator-declared Serve mappings across the managed lifecycle, so cleanup never removes a mapping that Paperclip did not create. - Name which listener predicate denied an expose, so an operator can act on the message. Control-path hardening: - Make `start`, `stop`, `restart`, and job `run` mutually exclusive per execution workspace. An overlap gets `409 workspace_runtime_control_in_progress`, and authorization is still checked first. - Take a durable exclusivity lease on the execution workspace, owned by the controlling issue. A different issue gets `409 workspace_runtime_lease_conflict` before any operation is recorded. Board and operator actions bypass the lease. - Give every control a terminal state. Each control stamps its owning process and pid, heartbeats while it runs, and has a wall-clock ceiling. Recovery of a stranded control uses a compare-and-swap on `updated_at`, so a live owner is never stolen. - Bound readiness probes, verify allocated port ownership on POSIX and Windows, harden sibling port allocation, and reconcile desired runtimes on server startup. - Surface exposure state and bounded runtime errors in the workspace runtime UI. - Record the new behavior in `doc/DEVELOPING.md`. ## Verification Focused checks, all run on this branch: - `npx tsc --noEmit -p server/tsconfig.json` — 139 errors, exactly the count on `master`. All 139 come from the unbuilt `@paperclipai/plugin-sdk` package. - `pnpm --filter @paperclipai/ui typecheck` — clean. - Server suites, 177 tests pass across 9 files: `workspace-runtime.test.ts`, `workspace-runtime-leases.test.ts`, `workspace-runtime-control-recovery.test.ts`, `execution-workspace-runtime-control-conflict.test.ts`, `execution-workspace-runtime-lease-route.test.ts`, `workspace-operations-reconciliation.test.ts`, `workspace-runtime-start-terminality.test.ts`, `app-hmr-port.test.ts`, and `workspace-runtime-ready-comment.test.ts`. - Exposure unit suites, 77 tests pass: `src/services/runtime-exposure/` and `workspace-runtime-exposure-backfill.test.ts`. - UI: `WorkspaceRuntimeControls.test.tsx` and `WorkspaceServiceControlBar.test.tsx` — 34 tests pass. One suite is red on the development host and is expected to be green in CI. `server/src/services/workspace-runtime-exposure.test.ts` has 10 failures on the machine used to write this branch. The cause is host contamination, not the code. That machine already runs an HTTPS canary that holds ports 42000, 42001, 52000, and 52001 on a tailnet address. The suite allocates from the same range, so the new listener-ownership check correctly reports: ``` listener_ownership_mismatch — port 42000 is bound to 100.123.243.20, 127.0.0.1, fd7a:115c:a1e0:0:0:0:dd3a:f314 ... instead of loopback only ``` A CI runner has no listener on those ports, so the check sees loopback only and the suite passes. Please confirm this from the CI result on this pull request rather than from a local run on a host that already exposes a managed runtime. This is a real weakness of the current test fixture, and the third pull request in the series removes it by allocating the pair through a central mediator instead of a stubbed availability check. `workspace-runtime-https-live-exercise.test.ts` needs a live `tailscale` host and was not run locally. ## Risks - This is the behavior-bearing pull request of the three, so it carries the most risk. - Two new `409` responses appear on managed control routes. A caller that assumed a control always starts must handle a conflict. Board and operator actions are deliberately exempt, so an agent lease cannot lock an operator out. - Managed worktree runtimes now default to `tailscale_https`. If the host has no working broker, the start fails closed and reports the exposure failure instead of silently serving plain HTTP. This is intended, and it is the reason the failure message names the denying predicate. - Startup reconciliation touches persisted runtime rows. It is scoped to desired state and does not resurrect a service that never came up. - The lease has a 30-minute time to live and explicit release paths, so a crashed owner cannot hold a lane forever. - No migration runs in this pull request. The tables and columns land in #11524. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. ## Model Used Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking, with tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass, with the one host-contaminated suite explained above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-17 06:23:33 -04:00
Tonio Paperclip Claude Opus 5	f0e6c0f549	feat(server): receive and apply the Paperclip Cloud onboarding seed (#11098 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Cloud provisions a dedicated tenant stack for each customer. During signup it asks for a mission, a name and role for the first agent, and a first task. > - Cloud pushes those answers into the new stack at activation, as `POST /api/companies/:companyId/onboarding-seed`. > - No route served that path. The tenant answered 404, so Cloud recorded the push as unacknowledged and retried on every portfolio fetch. > - The failure was soft. The answers stayed durable in Cloud and the stack still activated. But the stack opened on the empty first-run wizard, and it asked the customer again for what they had already given. > - This pull request adds the receiving endpoint. It validates the seed, applies it, and acknowledges it. > - The benefit is that a seeded stack opens with the mission, the agent and the first task already in place. ## Linked Issues or Issue Description No public GitHub issue covers this. The problem is described in-PR, following the feature template. Subsystem affected server/ — Express REST API and orchestration services. Also `packages/db` (one new table) and `packages/shared` (one new validator). Problem or motivation Paperclip Cloud collects onboarding answers at signup and pushes them to the tenant stack at activation. The tenant had no route for that request. It answered 404. Cloud treats a non-2xx as "not yet applied", so it kept the answers and retried, but the stack itself stayed unseeded. A customer who had already named their mission, their first agent and their first task arrived at an empty first-run wizard that asked for all three again. Proposed solution Serve `POST /api/companies/:companyId/onboarding-seed`. Validate the body, apply it to the company, then acknowledge it. The seed is customer free text, so it is bounded and validated in `packages/shared` and read from the JSON body only. It is never read from an `x-paperclip-cloud-` header. That header set is the trusted identity envelope: every member is derived server-side from the host plus verified domain records, and that is exactly what makes it trustworthy. Mixing user content into it would remove the property. A test plants a mission on a cloud header and asserts that the body value wins. Application reuses the shapes the first-run wizard already produces, so a seeded stack and a manually onboarded one look the same afterwards: - The mission becomes the company-level goal. A multi-line mission splits into a title and a description, as the wizard does. - The agent becomes the company's first hire. Its free-text role ("Chief of Staff") lands on `title`. The structural `role` stays `ceo`, which is what the org chart and the default-instructions lookup read. - The first task becomes an issue in the Onboarding project, assigned to that agent. Cloud retries until it gets a 2xx, and it reads any 2xx as "the tenant holds this content". So the endpoint is idempotent per `revision`. A new `company_onboarding_seeds` table records the applied revision together with the goal, the agent and the issue it produced. A replay of a revision that already matches is a successful no-op. A later revision — the customer edited their answers — updates those three rows in place instead of creating a second agent and a second task. The record is written last, after every other write has landed, so a partial application cannot present itself as acknowledged. Everything is applied before the 200 is sent. This is an ordering guarantee, not eventual consistency. The tests read the database immediately after the response, with no waiting and no polling, so a lazy receiver fails them on a fast machine as well as a slow one. That matters because the redirect into the tenant dashboard is gated on this acknowledgement. Alternatives considered* Store the seed and let the tenant UI apply it on first load. Rejected: the dashboard redirect is gated on the acknowledgement, so a background apply would let the dashboard open before the agent and the task exist. The whole point is that it must not. Reuse `POST /companies/:companyId/agents` and `POST /companies/:companyId/issues` over HTTP from Cloud. Rejected: it needs three round trips with no shared idempotency key, and it moves the "did all of it land?" decision to the caller. Roadmap alignment This completes an existing Cloud-to-tenant contract. It does not add a new user-facing surface. ## What Changed - Add `POST /api/companies/:companyId/onboarding-seed` in `server/src/routes/onboarding-seed.ts`. It authenticates exactly as `POST /api/companies/:companyId/logo` does, through `assertCompanyAccess`. - Add `server/src/services/onboarding-seed.ts`. It applies the mission, the agent and the first task, and records the applied revision last. - Add the `company_onboarding_seeds` table: schema, migration `0216`, and journal entry. It holds the applied revision and the ids of the goal, agent and issue the seed produced. - Add `applyOnboardingSeedSchema` in `packages/shared`. It bounds mission to 2000, agent name to 80, agent role to 120, task title to 200, and task details to 2000 — the same limits Cloud enforces before it sends. - Mount the router in `server/src/app.ts` and register the path in the OpenAPI document. - Add `server/src/__tests__/onboarding-seed-route.test.ts` with 13 tests. - The seeded agent is created on `claude_local`. This mirrors the teams-catalog default for agents created server-side, where no human runs an environment test first. `PAPERCLIP_ONBOARDING_SEED_ADAPTER_TYPE` overrides it. ## Verification ```sh pnpm typecheck # whole workspace, passes npx vitest run \ server/src/__tests__/onboarding-seed-route.test.ts \ server/src/__tests__/openapi-routes.test.ts # 15 passed ``` The suite runs against embedded Postgres with migrations applied, so migration `0216` is exercised by every test. The route tests cover: - the happy path — mission, agent and task all applied, read immediately after the 200 - replay of the same revision — no second agent, no second task, no second goal, no second project - a later revision — the goal, agent and task are updated in place - a multi-line mission splitting into a goal title and description - a revision-only seed - the activity log entry written once, and not again on a replay - a caller without access to the company — 403, and nothing written - a body with no revision — 400 - each field bound past its limit — 400 - a mission planted on an `x-paperclip-cloud-` header — ignored, body wins - an existing Onboarding project — reused, not duplicated Not verified here: the full Cloud-to-tenant walk against a live stack. That needs a deployed Cloud and a provisioned tenant together, which is separate staging work. ## Risks Migration `0216` creates one new table. It adds no column to an existing table, rewrites nothing, and backfills nothing, so it is safe to apply online. The migration safety check passes. The endpoint writes to a company. Access is enforced by `assertCompanyAccess`, the same gate the company logo write uses, and a test covers the denial. Behavioral note for stacks that already hold data. If a company already has a non-built-in `ceo` agent, a first seed updates that agent's name and title rather than creating a second lead. Likewise a seed adopts an existing company-level goal rather than adding a parallel one. This is deliberate: the seed is the customer's own stated answer from signup, and two competing missions or two leads would be worse than one updated in place. In the intended case — a stack that Cloud has just activated — none of these exist yet. The seeded agent is created on `claude_local` with an empty adapter config. It is idle and needs the usual credential setup before it runs. Seeding it does not start it. ## Update — rebased onto master + review hardening Master moved on after this PR was cut, so it was rebased onto `master`* and the seed migration was renumbered from `0212` to `0216` (the merged #11101 took `0212_onboarding_first_task_unique`); the drizzle journal was re-stitched and `check:migrations` passes. Two things landed on top of the original receiver: - Mission-only walk contract (PAP-67 r17.4). The tenant now owns the first agent and the first task via #11101's server-owned onboarding path, which stamps `ONBOARDING_FIRST_TASK_ORIGIN_KIND` and races safely on the partial unique index `issues_onboarding_first_task_uq`. A comment in the apply path documents why this receiver leaves the first task to that path on the cloud walk, and a paperclip-cloud `node:test` (`src/onboarding/walk-seed.test.ts`) asserts the walk's seed carries no `agent`/`firstTask`. The receiver retains the agent/first-task code for its documented body contract, kept inert on the cloud path by the mission-only seed. - Three Greptile P1 fixes (`95622fa37`): concurrent application is now serialized under a per-company `pg_advisory_xact_lock` (no duplicate goal/agent/project/task on overlapping pushes); a revised first task carries its resolved `assigneeAgentId`/`goalId`; and the `company.onboarding_seed_applied` audit write is best-effort so a logging failure can't leave the entry permanently absent. Two new regression tests cover the first two. ## Model Used Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking, with tool use and code execution. Used for the original codebase investigation, the implementation, and the tests. The rebase, migration renumber, mission-only contract, and the three P1 fixes were done with Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-12 22:54:07 -07:00
dmndbrp-oss Coder Paperclip Paperclip Coder	a8d118a779	Prefer public base URL for generated invite links (#7619 ) Fixes #7623 ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company invites are part of the access subsystem and must produce URLs that recipients can open from outside the host machine. > - Paperclip already has public/auth base URL configuration for deployments behind a public hostname, Tailscale, or a reverse proxy. > - Invite URL composition was still deriving its origin from the incoming request host, so loopback-bound servers emitted `http://127.0.0.1:3100/invite/...`. > - A loopback invite URL is not shareable with a remote human or agent, even when the token itself is valid. > - This pull request makes invite URL builders prefer the configured public base URL and keep the existing request-host fallback when it is unset. > - The benefit is that copied invite links use the reachable deployment origin without changing local-only behavior. ## Linked Issues or Issue Description Fixes #7623 No duplicate or related PRs/issues were found in a GitHub search for invite URL, loopback, public base URL, and `authPublicBaseUrl` terms. ## What Changed - Added base URL resolution in `server/src/routes/access.ts` that strips trailing slashes and prefers configured `authPublicBaseUrl` over the request-derived host. - Threaded `authPublicBaseUrl` through invite summary, invite onboarding manifest, onboarding text, access routes, `createApp`, and server startup wiring. - Added `server/src/__tests__/invite-url-public-base-url.test.ts` covering configured public-base precedence, unset fallback behavior, and trailing-slash normalization. - Registered the invite public-base URL test in the serialized Vitest server runner. ## Verification ```bash pnpm install --frozen-lockfile pnpm exec vitest run server/src/__tests__/invite-url-public-base-url.test.ts pnpm run test:run:serialized ``` Local results from the rebased PR branch: - `pnpm install --frozen-lockfile` exited 0. - Targeted invite URL test exited 0: 1 file, 3 tests passed. - Serialized server suite exited 0: 106 serialized suites completed; the new invite URL test passed inside that runner. Manual check after deployment: set `PAPERCLIP_AUTH_PUBLIC_BASE_URL` or equivalent public base URL config, create a company invite, and confirm the returned/copied invite URL uses that public origin instead of `127.0.0.1`. ## Risks Low risk. The new public base URL parameter is optional and falls back to existing request-derived behavior when unset. The main operational risk is misconfigured public base URL input; the implementation only trims trailing slashes and otherwise trusts the configured origin. ## Model Used - Original implementation: Anthropic `claude-sonnet-4-6`, 200k context, tool use and test execution. - Conflict repair and verification: OpenAI Codex GPT-5.5, coding agent with shell, git, GitHub CLI, and local 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Coder (Claude) <coder-claude@paperclip.ing> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Paperclip Coder (Claude) <lad-agent@paperclip.ing>	2026-08-12 16:44:28 -07:00
Nicky Leach Paperclip Claude Opus 4.8	e31951a17d	feat: Claude agent setup-token login in a sandbox (#11286 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Claude agents that run in a remote sandbox need a safe in-product login path > - The existing host login route cannot open a pseudo-terminal inside that sandbox > - The login flow must protect the browser code, the login URL, and the OAuth token at every step > - This pull request adds the parser, the runner, a Daytona pseudo-terminal transport, and a guarded, owner-bound session route behind an injectable transport > - The route stays inert in the default build and fails closed until a sandbox provider binds the live transport > - The benefit is a company-scoped setup-token flow with one-time secret delivery, redaction, and fail-closed transport checks, ready for a later staged production rollout ## Linked Issues or Issue Description Agent or provider Claude Code setup-token login for sandbox agents. Why this adapter is useful Sandbox agents need a supported way to sign in without host credentials. An authorized owner completes the browser step and receives the token one time. How the agent is invoked When a sandbox provider binds the injectable transport, the server starts `claude setup-token` through a sandbox pseudo-terminal, sends the browser code to the matched prompt, and returns the token through the guarded session route. The default build does not bind the transport. In that state the start route fails closed with a fixed no-secret `503`. It does not start a process and it does not hold a sandbox lease. Additional context The transport is injectable, so each sandbox provider binds its own pseudo-terminal. This pull request adds the Daytona transport but does not bind it in the production server. A production wiring needs a lease manager, a live pseudo-terminal factory, a durable token store, and its own security review. The route keeps secrets out of logs, activity details, errors, telemetry, and non-owner responses. ## What Changed - Add strict parsers for the setup-token URL, the prompt, and the success token. - Add a login runner that drives the `claude setup-token` command through a pseudo-terminal. - Add the Daytona pseudo-terminal transport and the sandbox plugin wiring. - Add a company-scoped, owner-bound login session service with rate limits, a reaper, cleanup, and one-time token delivery. - Add the guarded session routes at `/agents/:id/setup-token-login-sessions/*` behind an injectable transport. The routes become the live login path only when a provider binds the transport. - Keep the start route fail-closed in the default build. It returns a fixed no-secret `503` and it does not bind `setupTokenLogin`. - Keep the existing host route `POST /agents/:id/claude-login` in place. This pull request does not replace it. - Keep confidential responses behind a fail-closed TLS transport guard with `Cache-Control: no-store`, and extend redaction for the new fields. - Export the parser and the runner from the Claude local server entry, and document the new session routes in the OpenAPI spec. ## Verification - `pnpm --filter @paperclipai/server exec vitest run setup-token-route setup-token-session` - `pnpm --filter @paperclipai/adapter-claude-local exec vitest run` - `pnpm --filter @paperclipai/server run typecheck` - Confirm that the pull request checks pass on GitHub. ## Risks - Low user-facing risk on merge. The default build does not bind the transport, so the production start route stays fail-closed with a `503`. The merge does not change the production login behavior. - When a provider later binds the transport, the flow starts a live sandbox process and holds a short-lived in-memory secret. Cleanup must stop the child before it releases the sandbox lease. - The transport guard fails closed when the deployment does not provide a trusted TLS path. A wrong proxy allowlist can block a valid request. - The production wiring is out of scope. It needs a lease manager, a live pseudo-terminal factory, a durable token store, and its own security review before the server binds `setupTokenLogin`. ## Model Used Anthropic Claude Opus 4.8 assisted the implementation. It used extended reasoning, code execution, repository tool use, and a 200,000-token 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 (the OpenAPI spec covers the new session routes; no user-facing documentation needs changes) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-12 13:02:49 -07:00
Devin Foley	23a1b025c2	feat(server): chunked resumable company import transfers (#11223 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company import moves large packages into an instance, and since the upload cap rose to 1 GB, the transport is the weak point: one HTTP request, buffered fully in memory, with no resume > - A dropped connection at 90% of an 800 MB upload starts the whole transfer over, and a server restart loses all progress > - This pull request adds the server side of chunked resumable import transfers: a durable run ledger and routes that accept the same import zip as verified ~32 MB parts spooled to disk > - An interrupted transfer resumes from the parts already uploaded — across dropped connections, page refreshes, and server restarts — and peak upload memory drops from the whole package to one part > - The benefit is that large imports become reliable on real-world connections instead of all-or-nothing ## Linked Issues or Issue Description What happened? Large company imports travel as a single HTTP upload. On a slow or flaky connection, any interruption discards all progress and the upload restarts from zero. The server buffers the entire compressed package in memory during upload. A server restart mid-upload loses the transfer entirely. With the upload cap now at 1 GB, these failure modes govern exactly the imports the cap was raised for. Expected behavior A large import upload survives interruptions: already-transferred data is kept and verified, only the missing remainder is re-sent, and the server's memory use during upload is bounded by a part, not the package. Steps to reproduce 1. Import a multi-hundred-MB company package over a connection that drops mid-upload. 2. The upload fails; retrying starts from byte zero. 3. Repeat on an unstable connection and the import may never complete. ## What Changed - New `company_transfer_runs` table (drizzle schema + migration) and `companyTransferRunService`: one row per transfer with a content-derived idempotency key, per-part completion recorded atomically and idempotently, resume scoped to actor and direction, completed runs short-circuiting retries of identical content. - New transfer routes beside the existing import routes, same authorization: declare a sliced zip (`POST /import/transfers` — validates cap, 64 MB part ceiling, contiguity, size sums, sha256 format), upload parts (`PUT .../parts/:n` — raw body, hash-and-size verified before an atomic write to a disk spool under the instance root; re-uploads are no-op successes), poll resume state (`GET .../:id` — missing parts recomputed from disk), and apply (`POST .../:id/apply` — requires all parts, re-verifies the assembled zip against the whole-file hash fail-closed, then feeds the existing import pipeline through factored helpers rather than duplicated logic). - Hourly sweep fails and cleans spools idle for 24 h; a swept transfer honestly reports all parts missing on resume. - Strict UUID gating on run ids before any filesystem path construction. - The existing single-shot upload path is untouched; clients arrive in the follow-up PR. ## Verification - Transfer route suite (embedded Postgres): create/upload/status/apply round-trip with a real imported company, out-of-order parts, wrong-hash part rejected and unrecorded, re-upload no-op, apply-with-missing-parts rejection, resume after failure with prior progress intact, assembled-hash mismatch failing closed with spool deletion, actor scoping 404s, async-job apply, sweep followed by honest resume. - Ledger suite (embedded Postgres): part idempotency, actor/direction scoping, completed-run short-circuit, cancelled runs staying cancelled. - Existing portability route suite unchanged and green; server + db typechecks clean. Exact counts in the PR checks. ## Risks - New routes are additive; the existing import path is untouched. The transfer routes carry the same board authorization as the import routes they sit beside. - Disk spool: bounded by the existing upload cap per transfer, cleaned on success, failure, hash mismatch, and by the 24 h sweep. Spool paths are strict-UUID-gated. - The apply step still materializes the assembled zip in memory once (same profile as today's single-shot import at apply time); upload-time memory drops to one part. - Known limitation, deliberate: transfers are keyed on content alone, so identical package content cannot be imported twice without re-exporting (surfaced explicitly to the caller). Acceptable for v1; noted for review. ## Model Used - Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended thinking and tool use (multi-agent implementation with independent verification). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-11 15:25:07 -07:00
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
DottaandPaperclip	30c49c8327	feat(decisions): add queues and prioritized attention feed (#10651 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source control plane for companies of AI agents. > - Operators use the attention feed to find decisions that need action. > - The feed has eleven source kinds, but it has no durable queue or triage state. > - The feed also returns every item and lacks decision deadlines, snooze state, and decision-focused ordering. > - This pull request adds secure queue sidecars and enriches the attention feed with triage data, filters, cursor pagination, and decide-now ranking. > - The benefit is a bounded feed that can show the most urgent decisions first without weakening source visibility rules. ## Linked Issues or Issue Description This pull request replaces the closed [#10634](https://github.com/paperclipai/paperclip/pull/10634). It combines that queue foundation with the dependent attention-feed change as one review unit. Subsystem affected Database schema, shared contracts, server authorization and REST APIs, and the UI attention client library. Problem or motivation The attention feed can contain hundreds of mixed decision items. Operators cannot group them into durable queues, set a decision deadline, snooze an item, or request a bounded page ordered by urgency. The current client must download the full feed on each refresh. Proposed solution Store queue membership and triage state by stable attention identity. Re-authorize each source during queue reads and writes. Enrich attention items with queue, deadline, snooze, expiry, rule, and origin data. Add activity and queue filters, opaque cursor pagination, decide-focused ordering, and a decide-now count. Alternatives considered Adding queue fields to every source would duplicate schema and authorization logic across eleven source kinds. Client-only filtering and sorting would still transfer the full feed and would make pagination unstable. Roadmap alignment This change improves the core decision-attention surface and operator oversight. It does not implement the separate general-purpose work queue milestone in `ROADMAP.md`. ## What Changed - Added company-scoped queue, membership, triage, and append-only event tables with actor and run provenance. - Added queue CRUD, item membership, starter-rule discovery, and decide-by and snooze endpoints. - Kept source authorization on each queue mutation, read, and count. - Added attention fields for expiry, rule, origin agent, queues, decide-by attribution, and snooze state. - Added activity date filters, queue filters, opaque cursor pagination, and configurable page limits. - Added decide-now ordering by deadline, expiry, severity, and activity. - Added `decideNowCount` and excluded actively snoozed items from the default feed. - Updated the shared and UI client contracts. - Added focused server, route, OpenAPI, and UI client tests. ## Verification - `pnpm exec vitest run server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-queues-routes.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts ui/src/lib/attention.test.ts` (72 tests passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - `git diff --check origin/master...HEAD` ## Risks - The migration adds four company-scoped tables and provenance foreign keys. Migration numbering and safety checks pass. - Attention reads can lazily create starter queues and memberships. Inserts are idempotent, audited, and transactional. - Cursor validity depends on the filtered feed. The API returns a clear validation error when the cursor item no longer exists in that feed. - Queue reads re-check source visibility. This favors correct authorization over fewer queries. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning, repository tools, code execution, and test execution. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-01 20:37:39 -05:00
Dotta Paperclip Claude Opus 4.8	9c1f8e7887	feat(decisions): add first-class propose mode (#10010 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections Agent Reviews and Approvals, Enforced Outcomes, MCP Tool Gateway & Apps (governed tool access), and Activity History by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - Migration: Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - Authorization: Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - Concurrency: Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - UI: Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:17:02 -07:00
Devin FoleyandPaperclip	78f8c6c3d4	Recover managed bundled plugin workers on demand (#10429 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Managed deployments can auto-provision bundled sandbox-provider plugins so cloud or remote execution environments appear in the board UI > - In a multi-service deployment, several server processes can share one database and boot concurrently > - A sibling process can create a bundled plugin row while the web process sees it before it reaches `ready` > - The web process correctly avoids clobbering the existing row, but its startup `loadAll()` can miss the plugin and never start that worker locally > - The environments capabilities route then filters out the sandbox provider because the plugin is ready in the database but not running in the web process > - This pull request adds a narrow managed-bundle recovery path that lazily starts the missing worker when the capabilities route sees a ready managed bundled plugin > - The benefit is that the sandbox provider becomes visible after the install finishes, without requiring a web-process restart ## Linked Issues or Issue Description - No public GitHub issue found for this exact deployment race. - Related broad plugin runtime context: Refs #432. Bug description: - What happened: in a managed multi-service deployment with shared database state and bundled plugin auto-install enabled, the API-serving process can skip a plugin row while it is still `installed`, run startup plugin loading before that row becomes `ready`, and then permanently omit the sandbox provider from environment capabilities. - Expected behavior: once the managed bundled plugin row reaches `ready`, the API-serving process should be able to start the plugin worker and include its sandbox provider without a restart. - Steps to reproduce: boot a web process and a sibling worker process concurrently; have the sibling create the bundled plugin row and transition it to `ready` after the web process has already skipped auto-install and run `loadAll()`. - Deployment mode: managed multi-service deployment with shared database state and `plugins.autoInstall` configured. ## What Changed - Added a managed bundled plugin worker recovery helper that single-flights lazy `loadSingle()` starts and only allows configured managed bundled plugin keys. - Passed the managed recovery hook into the environments capabilities route. - Updated `listReadyPluginEnvironmentDrivers()` to attempt bounded recovery for ready managed bundled plugins whose worker is missing in the current process, and only for plugins that actually declare a `sandbox_provider` environment driver. - Made request-time recovery use `loadSingle(id, { markErrorOnFailure: false })` so a local activation failure in one process never transitions the shared plugin row to `error` (a sibling process may be running the plugin successfully). - When error writes are suppressed and activation fails after the worker was spawned, the loader now tears down the partially-registered local runtime (scheduler registration, event subscriptions, agent tools, worker process) instead of leaving a half-activated worker lingering; the teardown steps are factored out of `unloadSingle()` into a shared helper. - A failed recovery attempt now discards the crashed/stopped handle it left registered in the worker manager (a worker that dies during initialize is killed without a scheduled restart), so later capability requests can retry recovery instead of being blocked by the handle-presence gate until a process restart. Handles in starting/running/backoff states are left to the worker manager's own lifecycle; recovery only ever starts when no handle existed, so no pre-existing worker can be affected. - Added a regression test suite covering the installed-to-ready race, allowlist behavior, the driver-kind gate, existing worker handles, concurrent single-flight recovery, bounded slow recovery attempts, suppressed shared error-state writes, partial-runtime teardown on late activation failure, and retry after a dead handle is discarded. ## Verification - `pnpm vitest run src/__tests__/plugin-environment-driver-ready-recovery.test.ts` (in `server/`) passed: 10 tests. - `pnpm --filter @paperclipai/server typecheck` passed. ## Risks - Low risk for self-hosted single-process deployments because lazy recovery is only wired when managed plugin auto-install config is present; with no managed config the capabilities route takes the exact pre-change code path. - The capabilities route can wait briefly while attempting recovery; the attempt is bounded and defaults to 2 seconds. - Failed recovery keeps the prior behavior of omitting the provider until a later successful worker start, and now also cleans up any partially-started local worker so retries begin from a clean slate. ## Model Used - Initial implementation: OpenAI GPT-5 via Codex local coding agent, with repository tool use and command execution. - Review-feedback follow-ups (driver-kind gate, partial-runtime teardown, expanded regression tests): Claude Fable 5 (claude-fable-5) via Claude Code, with repository tool use and command execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-29 12:50:16 -07:00
Devin Foley	273315a4d0	feat(server): provision managed sandbox environments from the managed config (#10324 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Hosted/managed deployments configure instances entirely from the control plane: `PAPERCLIP_MANAGED_CONFIG` already delivers feature flags and `plugins.autoInstall` (bundled sandbox provider plugins), parsed fail-closed at boot > - A plugin alone is not usable for execution: runs need an instance-level `driver: "sandbox"` environment row pointing at the provider, and today only Kubernetes has a boot path for that (`PAPERCLIP_EXECUTION_MODE` → `ensureKubernetesEnvironment`); every other provider requires a manual product-API call the control plane cannot make on a managed instance > - Adding one `ensureXxxEnvironment` per provider would multiply near-identical boot hooks and env-var surfaces > - This pull request generalizes the existing Kubernetes machinery: the managed-config document gains an optional `environments` section that declares a sandbox environment for any bundled provider, ensured idempotently at boot by a provider-agnostic service function (the Kubernetes hook becomes a thin wrapper over it) > - The benefit is that a managed fleet can provision any sandbox provider (Daytona, Modal, E2B, …) purely from configuration — no per-provider code, no manual API calls, no secrets in the document — while self-hosted behavior is untouched ## Linked Issues or Issue Description No public issue exists. Refs #10157 (the cloud image variant that bundles sandbox provider plugins — this PR is the configuration half that makes an installed provider usable). Problem (feature-request shape): on a managed instance the control plane can auto-install a bundled sandbox provider plugin via `PAPERCLIP_MANAGED_CONFIG.plugins.autoInstall`, but cannot create the environment row that makes the provider schedulable. The only boot-time environment provisioning is Kubernetes-specific (`PAPERCLIP_EXECUTION_MODE=kubernetes` + `PAPERCLIP_K8S_`). A generic, config-driven path is needed so any bundled provider can be provisioned without per-plugin code or manual API calls. ## What Changed - `server/src/services/managed-config.ts`: optional `environments` top-level section — `[{ name, description?, provider, config? }]` — validated fail-closed: unknown keys, more than one entry (the DB permits exactly one Paperclip-managed sandbox row, `environments_managed_sandbox_idx`), a `provider` not present in `plugins.autoInstall`, `config.provider`, or secret-looking config keys at any depth (`api_key`/`token`/`secret`/`password`/`credential`) all refuse startup. Absent section ⇒ `environments: []`, so pre-section documents keep booting newer builds. - `server/src/services/environments.ts`: new provider-agnostic `ensureManagedSandboxEnvironment({ name, description?, provider, config?, extraMetadata? })` — idempotently owns the single managed sandbox row: refreshes name/description/config each call, adopts the slot across provider switches (dropping the stale `managedKubernetesSandbox` marker), adopts a same-name unmanaged sandbox row (stamping it managed) instead of colliding on `environments_name_idx` every boot, and falls back to keeping the current name if the desired name belongs to a different row. `ensureKubernetesEnvironment` is now a thin wrapper that pins `provider: "kubernetes"` and stamps the legacy marker. - `server/src/services/managed-environments.ts` (new): `applyManagedEnvironments` boot step — no-op for self-hosted/empty; throws (fail startup) when `PAPERCLIP_EXECUTION_MODE` is also set, since both would own the same managed sandbox row; otherwise ensures each declared environment fail-safe per entry (log + continue boot, matching bundled-plugin provisioning posture). - `server/src/index.ts`: runs the new boot step right after the execution-policy bootstrap, before the heartbeat resumes queued runs. - `server/src/services/index.ts`: exports `applyManagedEnvironments` and `ManagedEnvironmentSpec`. - Secrets stay out of the document by construction: provider credentials reach managed instances only as process env vars (each provider's documented fallback, e.g. `DAYTONA_API_KEY` for the Daytona plugin). ## Verification ```sh cd server pnpm exec tsc --noEmit -p tsconfig.json pnpm exec vitest run \ src/__tests__/managed-config.test.ts \ src/services/managed-environments.test.ts \ src/services/execution-policy-bootstrap.test.ts \ src/__tests__/environment-service.test.ts \ src/__tests__/environment-instance-routes.test.ts \ src/__tests__/environment-routes.test.ts \ src/__tests__/plugin-install-guard.test.ts \ src/__tests__/environment-execution-target.test.ts \ src/__tests__/instance-settings-managed-overlay.test.ts \ src/__tests__/bundled-plugins.test.ts ``` All pass locally (typecheck clean; environment-service suite runs against embedded Postgres and exercises the refactored Kubernetes wrapper plus the new generic ensure: create/refresh, provider switch, unmanaged-row adoption, name-conflict fallback). New tests cover the parser (12 cases incl. secret-key rejection at depth) and the boot step (no-op, mutual exclusion, pass-through, fail-safe). ## Risks - Self-hosted: none intended.* Without `PAPERCLIP_MANAGED_CONFIG` nothing new executes; the `PAPERCLIP_EXECUTION_MODE=kubernetes` path is regression-covered by the existing bootstrap/service/route suites (all green). - Behavioral shift in `ensureKubernetesEnvironment` (deliberate): it now also refreshes `name`/`description` to their managed defaults each boot (desired-state semantics, same as config today) and adopts a `managedByPaperclip` sandbox row that lacks the Kubernetes marker — previously that state made the ensure throw every boot. - New startup failure modes are all explicit misconfigurations (malformed section, provider not auto-installed, secret in config, execution-mode conflict) and fail with precise errors; DB-side ensure failures never block boot (fail-safe per entry, logged). - No migrations; no API surface changes. ## Model Used Claude Fable 5 (Anthropic, model ID `claude-fable-5`) with extended thinking and tool use, driving the change end-to-end inside a Claude Code / agent-harness session (code, tests, and verification runs). ## 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 (the managed-config module header is the contract doc) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-07-27 12:00:21 -07:00
Dotta Claude Fable 5 Paperclip	7e40ed8c43	feat(status-cards): add experimental status card update view (#10101 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. The runtime did not expose a context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-24 12:26:43 -05:00
Devin FoleyandPaperclip	c4cdcc4826	Generalize bundled plugin provisioning: `ensureBundledKubernetesPlugin` → `ensureBundledPlugins` (#10063 ) Builds on #10058 — reads `plugins.autoInstall` from the parsed managed-config contract #10058 introduces (the interim `readManagedPluginAutoInstall` shim is retired at rebase). Summary. Boot-time bundled-plugin provisioning becomes catalog-driven. A new bundled-plugin catalog lists the sandbox providers shipped in-tree (keys like `kubernetes`, `daytona` → plugin key + path under the catalog root). Managed instances read `plugins.autoInstall` from `PAPERCLIP_MANAGED_CONFIG`; unknown keys or paths escaping the catalog root (symlinks resolved) throw before listen — a managed instance refuses to start rather than boot half-provisioned. Installation keeps today's mechanism: an in-process, fail-safe `loader.installPlugin({ localPath })` under a system actor — no HTTP route, no user, no role widening. Self-hosted boot is unchanged (kubernetes bundle only, existing env override honored, install failures still log-and-continue). Semantics. A plugin already present in any non-uninstalled state is skipped, so an operator-disabled plugin is never silently re-enabled; managed mode reinstalls soft-uninstalled bundles (the control plane owns provisioning); removal from the autoInstall list never auto-uninstalls. ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox-provider plugins ship in-tree, but boot-time provisioning is hard-coded to exactly one of them (Kubernetes) via a bespoke function > - On managed hosting, tenant users have no install privileges, so any bundled plugin that is not provisioned at boot is unusable > - Widening install routes or granting roles to fix that would trade a provisioning gap for a security regression > - This pull request generalizes the existing boot installer into a catalog-driven `ensureBundledPlugins`, fed by `plugins.autoInstall` from `PAPERCLIP_MANAGED_CONFIG` > - The benefit is that managed tenants get working bundled plugins out of the box, through the same in-process, role-free mechanism the codebase already trusts, while self-hosted boot is unchanged ## Linked Issues or Issue Description No public issue exists; `feature_request` template fields: - Problem or motivation: on managed instances tenant users cannot install plugins (by design they never hold instance admin), so even plugins shipped with the product are unusable; boot provisioning currently knows only the Kubernetes bundle. - Proposed solution: a bundled-plugin catalog plus `ensureBundledPlugins(keys)` driven by the managed config; same in-process `loader.installPlugin({ localPath })` under a system actor; unknown keys or catalog-escaping paths fail startup; already-present plugins are skipped so operator-disabled plugins are never silently re-enabled. - Alternatives considered: granting tenant users install privileges (widens secrets/adapters/settings access to solve a one-button problem); a separate non-admin install route for bundled plugins (new authz surface; provisioning removes the need for any install action at all). - Roadmap alignment: supports the in-progress "Cloud deployments" milestone and builds on the shipped sandbox-provider milestone in `ROADMAP.md`. Refs #10058. ## What Changed - New `server/src/services/bundled-plugins.ts`: the bundled-plugin catalog, the fail-to-start resolver (`resolveBundledPluginInstalls`, positive allowlist + catalog-root containment with symlinks resolved), and the fail-safe installer (`ensureBundledPlugins`). - `server/src/app.ts`: replaces the hard-coded `ensureBundledKubernetesPlugin` boot hook with resolver + installer wiring, with test hooks (`managedPluginAutoInstall`, `bundledPluginCatalogRoot` options). - `server/src/index.ts`: passes `plugins.autoInstall` from the single fail-closed `PAPERCLIP_MANAGED_CONFIG` startup parse (#10058) into `createApp`; absent env means self-hosted and changes nothing. ## Verification - 24 new tests in `server/src/__tests__/bundled-plugins.test.ts` (catalog resolution, containment incl. symlink and `..` escapes, skip/reinstall matrix, self-hosted invariants, installer error paths) — all green. - 85 adjacent startup/plugin-route/auto-build/managed-config tests green (`managed-config`, `instance-settings-managed-overlay`, `plugin-install-autobuild`, `plugin-routes-authz`, `server-startup-feedback-export`). - Server `tsc --noEmit` clean. ```bash cd server npx vitest run src/__tests__/bundled-plugins.test.ts npx vitest run src/__tests__/managed-config.test.ts src/__tests__/instance-settings-managed-overlay.test.ts src/__tests__/plugin-install-autobuild.test.ts src/__tests__/plugin-routes-authz.test.ts src/__tests__/server-startup-feedback-export.test.ts npx tsc --noEmit ``` ## Risks - Managed instances with a malformed or unknown `plugins.autoInstall` entry now refuse to start (fail closed, by design) instead of booting half-provisioned; harness misconfiguration surfaces as a precise startup error. - Self-hosted behavior is unchanged (kubernetes bundle only, `PAPERCLIP_KUBERNETES_PLUGIN_PATH` honored without containment, install failures log-and-continue), so the default deployment path carries low risk. - No uninstall path exists in this module; removal from the autoInstall list can leave a previously provisioned plugin installed (intentional v1 semantics, documented in code). ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use; independently peer-reviewed by a second AI agent before push. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-22 20:35:51 -07:00
DottaandPaperclip	a090c09ee5	feat: add decision training snapshot foundation (#9702 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - Human approvals, issue interactions, and execution decisions already capture high-value decision moments > - Those moments are currently transient and cannot be reused as stable evaluation or training examples > - Reusable examples need a server-owned, immutable snapshot so later comments or runs cannot leak into the recorded state > - Human notes need to remain editable and auditable without changing the captured state > - This pull request adds the database model, snapshot capture service, API, export format, and attention-feed enrichment for decision training > - The benefit is a durable, inspectable foundation for evaluating whether agents can reproduce good human decisions from only the context available at decision time ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`server/`, `packages/db`, and `packages/shared`). ### Problem or motivation Paperclip has no durable dataset for converting human decisions into evaluation-ready examples. Teams need to capture pending or resolved decisions with the exact issue context, comments, runs, and repository evidence available at a cutoff, while preventing future context from leaking into the example. ### Proposed solution Store immutable, schema-versioned snapshots anchored to durable interaction, approval, or execution-decision records; keep notes separately editable with history; expose human-only CRUD, list, and JSONL export APIs. ### Alternatives considered Client-generated snapshots were rejected because they duplicate cutoff logic and cannot reliably enforce no-leakage boundaries. Automatic outcome backfill was deferred so captured examples remain faithful to what was known at capture time. ### Roadmap alignment Supports the roadmap direction of turning completed work and decision patterns into reusable organizational knowledge. ### Additional context The implementation records explicit commit-resolution confidence (`exact`, `nearest_run`, `workspace`, or `none`) so downstream evaluation can distinguish evidence quality. ## What Changed - Added the `decision_training_examples` schema and idempotent migration with company, issue, and source/author indexes. - Added shared types for decision-training records, notes history, and versioned snapshots. - Added a single server-side snapshot capture path with inclusive comment cutoffs, pre-cutoff run capture, durable decision payloads, and explicit commit-resolution confidence. - Added create, list, detail, notes-only update, delete, and JSONL export routes with human-only write authorization and activity logging that skips no-op note submissions. - Added per-user `trainingExampleId` enrichment to attention items. - Added focused embedded-Postgres tests for cutoff boundaries, post-cutoff leakage, immutable snapshots, human-only writes, duplicate prevention, notes history, attention enrichment, and export shape. - Updated UI test and Storybook attention-item factories for the new required `trainingExampleId` contract. ## Verification - `pnpm exec vitest run server/src/__tests__/decision-training.test.ts` — 10 tests passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. ## Risks - The migration adds a new table and indexes only; it does not rewrite existing rows or install resolve-time hooks. - Snapshot JSON can grow with long comment threads and run histories; v1 intentionally favors complete, inspectable examples over aggressive truncation. - Commit SHA resolution is evidence-based and records `exact`, `nearest_run`, or `none` so downstream consumers can account for confidence. - The API is additive, but future UI work must continue to treat the snapshot as immutable and use notes-only updates. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.3-codex`, with repository tool use, terminal execution, and code-editing capabilities; context-window size is not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-17 12:17:34 -05:00
Dotta Paperclip Claude Opus 4.8	1f1f545238	feat: add built-in summarizer and summary slots (#9713 ) ## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. Problem Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. Proposed capability Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. Expected behavior - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-17 11:03:07 -05:00
Dotta Paperclip Claude Opus 4.8	59fb27ff79	feat(inbox): let agents safely tidy user inboxes (#9724 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - The inbox is a per-user attention view, so archiving an item must not alter the underlying issue, assignment, or status > - Agents can help responsible users tidy resolved work only when the action is company-scoped, reversible, policy-controlled, and fully attributable > - The database and authorization foundations landed in #9654 and #9658, but the end-to-end archive routes, audit details, agent workflow guidance, and operator UI still need to ship together > - Separate stacked PRs #9659 and #9661 made the complete behavior harder to review and land as one coherent capability > - This pull request consolidates the remaining server, shared-contract, documentation, skill, and UI work on top of current master > - The benefit is a single reviewable change that lets agents safely archive responsible-user inbox items and lets users control or undo that behavior ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting inbox management across shared contracts, server authorization/routes/services, shipped agent skills, and the board UI. ### Problem or motivation Agents may complete work whose issue remains in the responsible user's Mine inbox. Existing board-user archive behavior does not provide the agent-facing policy endpoints, target resolution, heartbeat-run attribution, typed denials, conservative workflow guidance, or UI needed for safe agent-managed cleanup. ### Proposed solution Allow authorized agents to archive or unarchive responsible-user inbox items under the user's open, allowlist, or disabled policy; preserve actor/agent/run attribution in issue detail and activity records; expose policy controls and agent archive attribution in the UI; and document conservative cleanup rules for agents and PR gardening. ### Alternatives considered - Reuse generic issue mutation permissions: rejected because inbox state belongs to a target user and requires user-scoped authorization. - Automatically archive every completed or closed item: rejected because completion signals can still require human review or a decision. - Keep the backend and UI as separate stacked PRs: superseded by this consolidated PR so the complete user-visible behavior can be reviewed and verified together. ### Related work - Builds on merged foundations #9654 and #9658. - Supersedes the remaining stacked changes in #9659 and #9661. - `ROADMAP.md` has no overlapping inbox archive or inbox authorization initiative. ## What Changed - Added shared inbox-agent policy types and validators plus company-scoped self-service policy routes and OpenAPI coverage. - Enabled agent archive/unarchive mutations with responsible-user targeting, policy enforcement, typed failures, attribution, idempotency, and detailed activity auditing. - Returned agent archive attribution in issue detail and documented reversible inbox cleanup semantics in the implementation spec and Paperclip skill. - Added conservative PR-gardening inbox tidy guidance that keeps GitHub access read-only and avoids archiving work that still needs human action. - Added the Profile settings policy control and Issue Properties attribution/unarchive UI with focused component coverage and narrow-pane handling. ## Verification - `pnpm exec vitest run server/src/__tests__/inbox-archive-routes.test.ts server/src/__tests__/inbox-agent-policy-routes.test.ts server/src/__tests__/authorization-service.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/components/InboxAgentPolicyControl.test.tsx ui/src/components/IssueProperties.test.tsx` — 110 passed. - `pnpm --filter @paperclipai/db exec vitest run src/inbox-archive-agent-policies-migration.test.ts` — 1 passed. - `node --test .agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — changed files are clean; the repository-wide command currently reports nine unrelated pre-existing `#9627` literals outside this PR's diff. ## Risks - Agent inbox mutations broaden an existing endpoint path, so authorization and target resolution must remain fail-closed; focused route and authorization tests cover allowed and denied paths. - Archive state affects only the responsible user's inbox presentation and remains reversible; it does not mutate issue status, assignment, or visibility. - The UI policy defaults to the existing open behavior, while allowlist and disabled modes can reduce agent access. - This PR intentionally builds on #9654 and #9658 and contains no new migration number or modification to an already-applied migration. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.4, medium reasoning, repository tool use, shell execution, code review, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (`feat/inbox-agent-archive-complete`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-16 16:49:18 -05:00
DottaandPaperclip	52aea90263	feat: organize skills with nested folders and My Skills (#9633 ) ## Thinking Path > - Paperclip is the open source control plane people use to organize and govern AI-agent companies > - Company skills are durable resources that users browse, import, assign, and maintain over time > - A flat skill list plus tags does not provide a stable location or hierarchy for personal, company, project-imported, and bundled skills > - Folder paths need to be canonical, company-scoped, safe to move, and preserved across re-imports without changing skill IDs > - The `/skills` UI also needs traversal, breadcrumbs, move/create flows, and a dedicated My Skills namespace that work on desktop and mobile > - This pull request adds the folder data model and APIs, reserved-root lifecycle, project import behavior, and the folder-first skills experience > - The benefit is a predictable filesystem-like organization model while tags remain available for cross-cutting classification ## Linked Issues or Issue Description Refs #9619 — the reviewed folder foundation was intentionally closed and folded into this combined feature PR. Refs #9026 — earlier flat-folder attempt superseded by this integrated implementation. Refs #3281 — related skill organization proposal; this PR uses canonical persisted folders rather than deriving groups from skill keys, and does not add hidden-skill behavior. Feature request - Problem: Skills currently lack a canonical hierarchical location, making personal skills, project imports, bundled skills, and company-authored skills difficult to traverse and manage at scale. - Proposed behavior: Add nested company-scoped folders with stable paths, reserved My/Projects/Bundled roots, subtree queries, safe move/create operations, and a folder-first `/skills` library UI. - Import behavior: New project scans file skills under `projects/<project-slug>`; later imports update content without overriding a user-selected folder. - Alternatives considered: Tags alone remain useful for cross-cutting classification, but they do not provide canonical location, nesting, reserved namespaces, or stable import placement. - Roadmap alignment: Extends the completed Skills Manager and Scheduled Routines capabilities without duplicating an active roadmap item. ## What Changed - Adds `folders` persistence for routine and skill folders, nested canonical paths, parent/slug/system-key fields, migration backfills, and reapply-safe migrations `0174`–`0175` after current master migrations. - Adds company-scoped folder CRUD, cycle/depth/namespace validation, reserved My/Projects/Bundled lifecycle, item moves, subtree filtering, and folder paths on skill results. - Preserves project-import placement: first import files into the project folder, while re-import keeps user-owned placement and stable skill IDs. - Adds the `/skills` folder tree rail, tags facet, breadcrumbs, subfolder browser, move/new-folder dialog, canonical detail location, inline tag editing, and folder-aware Studio creation. - Keeps bundled skills read-only even when their source metadata is incomplete by detecting the reserved Bundled folder and hiding selection/move actions. - Extends routine folder UI and OpenAPI coverage, and adds regression tests across migrations, services, routes, tree helpers, pages, and Studio creation. ## Verification - `pnpm exec vitest run packages/db/src/nested-skill-folders-migration.test.ts server/src/__tests__/folders-routes.test.ts server/src/__tests__/folders-service.test.ts server/src/__tests__/company-skills-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/components/folders/FolderControls.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx ui/src/components/folders/skill-folder-tree.test.ts ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx ui/src/pages/SkillStudio.test.tsx ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts` — 13 files, 192 tests passed. - `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests passed after preserving the existing PR's bundled-skill fixes. - `pnpm -r typecheck` — passed for all workspace packages. - `pnpm test:run` — passed in an isolated CI-like environment with inherited Paperclip runtime identity and static AWS credential variables removed. - `pnpm build` — production build passed for all workspace packages. - Greptile iteration 2 — 5/5 confidence with zero unresolved threads on commit `ff2d67aa71`. - Latest-head GitHub checks — all success, neutral, or skipped; PR is mergeable with a clean merge state. - `pnpm check:token-gates` — reports nine existing `#9627` comment false positives already present on `master`; this PR introduces no new token violation. ## Risks - Migration/backfill: `0174` creates the foundation and `0175` adds nested/reserved semantics. Both are ordered after current master migration `0173`, are covered by numbering/safety checks, and are designed to be reapply-safe. - Reserved namespaces: My, Projects, and Bundled roots are service-managed. Regression coverage prevents namespace squatting, cross-company folder use, bundled writes, cycles, and excessive depth. - Behavioral change: Project scans choose a project folder only on initial creation; existing skills deliberately retain their current folder during refresh. - UI scope: The folder rail applies to the Installed library; Catalog retains the discovery-oriented category sidebar. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.5` in Codex CLI, medium reasoning mode; runtime did not expose a context-window value. Used repository/file tools, terminal execution, Git/GitHub operations, test execution, and code editing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-16 15:50:45 -05:00
Dotta Paperclip Claude Fable 5 Evyatar Bluzer	89ce36d7af	feat(skills): open-by-default company skill policy and core UX (#9564 ) ## Thinking Path > - Paperclip uses company skills to make agent capabilities reusable across an organization. > - Skill operations currently mix capability availability with permission checks, which creates avoidable setup friction and inconsistent denial handling. > - The policy contract needs to remain open by default while allowing company-scoped restrictions for governed deployments. > - Core owns the canonical policy actions, persistence, evaluation, API behavior, safe import boundaries, and generic denial/read-only UI. > - Enterprise policy-editor implementation belongs in the separate `paperclip-ee` repository and is intentionally excluded from this PR. ### Problem or motivation Company skill operations can encounter permission dead ends even when no explicit restriction has been configured, and import-source classification can drift between policy evaluation and execution. ### Proposed solution Define eight canonical skill policy actions, default all actions to allowed, persist company-scoped restrictions, expose policy evaluation APIs, normalize import sources at the boundary, and update Skill Studio to present actionable restriction states without embedding Enterprise Edition implementation in the core repository. ### Alternatives considered Keeping capability checks distributed across routes and UI surfaces was rejected because it duplicates policy logic and makes denial behavior inconsistent. Shipping the Enterprise policy editor in this repository was rejected because `paperclip-ee` is a separate repository and must receive its own PR. ### Roadmap alignment Extends the completed Skills Manager roadmap area by adding coherent governance and removing workflow dead ends. ### Additional context The core API contract remains suitable for a separate Enterprise Edition editor, but this PR contains no `paperclip-ee` package or EE-specific UI integration code. ## What Changed - Added the company skill policy contract to product and implementation documentation, including the open-by-default rule, eight canonical actions, decision shape, and core/EE ownership boundary. - Added the company-scoped policy schema, migration `0170`, shared validators, policy service, REST routes, OpenAPI coverage, and focused server tests. - Hardened import policy enforcement by normalizing import sources and keeping source classification consistent between policy evaluation and execution. - Updated core Skill Studio behavior to remove generic permission dead ends and show actionable policy/platform denial states only when an operation is actually denied. - Removed the `plugin-paperclip-ee` package, Docker wiring, EE discovery/deep-link helpers, and EE-specific UI tests/stories from this PR so that implementation can be submitted separately to the EE repository. - Preserved open-by-default behavior when no explicit company restriction exists. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/skill-studio/SkillPolicySurfaces.test.tsx src/lib/skill-policy-denial.test.ts` — 20/20 passed. - `pnpm --filter @paperclipai/ui exec tsc --noEmit` — passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/worktree-config.test.ts` — 12/12 passed. - `pnpm check:token-gates` — passed with all gates clean. - `git diff --check` — passed. - `git diff --name-only origin/master \| rg 'paperclip-ee\|ee-skill-policy'` — no matches. ## Risks - Migration `0170` introduces company policy persistence; rollout depends on the migration applying before policy routes are exercised. - Open-by-default is an intentional behavioral policy: deployments expecting implicit denials must configure explicit restrictions. - Import normalization is security-sensitive and should retain focused review. - The separate EE editor must stay contract-compatible with the core policy API as policy actions evolve. ## Model Used - OpenAI Codex CLI, runtime model identifier and context-window size not exposed by this execution environment; reasoning, repository tool use, shell execution, and code review capabilities 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 available to this runtime) - [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 or described the result 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 focused 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 on the latest head - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Evyatar Bluzer <bluzername@users.noreply.github.com>	2026-07-15 11:42:40 -05:00
DottaandPaperclip	931eec3fbf	feat(mcp) [split 4/8]: wire gateway runtime and Smoke Lab (#9559 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 4/8 and focuses on gateway runtime, Smoke Lab, plugins, and server wiring > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The policy core needs runtime execution, endpoint guards, route registration, heartbeat integration, and adapter MCP injection to become operational. - Proposed solution: Adds the remaining server routes/wiring/consumers, runtime tests, adapter-utils MCP contracts, and Claude/Codex injection implementations required by the server layer. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/03-server-tool-access`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: SecurityEngineer for gateway, endpoint guard, token issuance, and runtime wiring; Greptile on every PR. ## What Changed - Adds the remaining server routes/wiring/consumers, runtime tests, adapter-utils MCP contracts, and Claude/Codex injection implementations required by the server layer. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - Changed server test set — 26 files, 382 tests passed - Affected server adapter tests — 38 tests passed after concrete adapter boundary move - Adapter-utils and Codex focused tests — 76 tests passed ## Risks - Remote endpoint validation, token handling, and runtime supervision are security-sensitive and can fail closed or deny legitimate access if misconfigured. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-14 15:07:30 -05:00
Dotta Paperclip Claude Opus 4.8	36ec79c196	feat: add attention queue and Decisions surface (#9380 ) ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, where operators need a reliable way to find and act on work awaiting their input. > - The attention and issue-thread interaction subsystems expose those decision points across server APIs and the board UI. > - The previous navigation and interaction presentation left these actions fragmented and did not offer a controlled rollout for the Decisions surface. > - This branch adds the attention feed, richer interaction cards, grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry. > - It also keeps experimental settings and API contracts synchronized, with an idempotent migration for the new dismissal state. > - This pull request delivers the complete, tested attention/Decisions experience as one reviewable unit. ## Linked Issues or Issue Description - Adds an operator-focused attention queue and Decisions experience: grouped decision cards, semantic interaction actions, dismiss/snooze handling, resilient interaction states, and an experimental flag to control the Decisions navigation entry. ## Feature Context ### Problem or Motivation Operators currently have to hunt across approvals, interactions, failed runs, and budget alerts to find decisions that need their action. ### Proposed Solution Provide a gated Decisions attention queue that groups actionable items, supports direct resolution, and preserves operator control through dismiss and snooze actions. ### Alternatives Considered Keep separate, source-specific views only; this leaves cross-cutting operator decisions fragmented and harder to prioritize. ### Roadmap Alignment This improves the V1 control-plane operator workflow by making pending governed actions discoverable in one company-scoped surface. ## What Changed - Added server attention-feed services, routes, interaction handling, dismiss/snooze support, and an idempotent `0145` inbox-dismissal migration. - Added shared attention, inbox-dismissal, and experimental-settings contracts. - Added Decisions/attention UI, interaction-card states, sidebar badge/navigation integration, grouping, keyboard support, and Storybook coverage. - Added tests for attention behavior, thread interactions, settings normalization, dismissals, and API behavior. - Removed generated screenshots from the final PR diff and rebased the branch onto current `master`. ## Verification - `pnpm check:token-gates` — passed. - `pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/attention-service.test.ts server/src/__tests__/inbox-dismissals.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts ui/src/lib/attention.test.ts ui/src/components/AttentionQueueRow.test.tsx ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests across 9 focused files. - GitHub Actions for `ad636f560`: build and typecheck/release-registry have passed; remaining general-server and Greptile checks are in progress. ## Risks - Moderate: this is a cross-layer attention/interaction feature with a new migration and navigation behavior. - The `enableDecisions` experimental setting defaults to off, limiting rollout impact. - Existing dismissal data is backfilled to `dismiss`; the migration is idempotent and uses guarded constraint creation. > ROADMAP.md was checked; no duplicate planned core feature was identified. Related open pull requests were searched before opening this PR. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution. Context-window size unavailable in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My public PR branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally; focused tests pass and the remaining unrelated AWS test failure is documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-10 17:09:57 -05:00
Dotta Paperclip Claude Opus 4.8	5c85ae64a0	Cases: experimental first-class case object (#9198 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board currently uses issues for execution, but longer-lived content work needs a separate object that can survive beyond a single task thread. > - The Cases subsystem adds an experimental, company-scoped record for content artifacts and their supporting metadata. > - The backend needs durable storage, API routes, revision history, issue linkage, and company-boundary enforcement before the UI can depend on Cases. > - The UI needs an opt-in navigation surface, list/detail views, reference chips, and issue-page context so operators can inspect Cases without making them the default workflow. > - The agent-facing skills need a contract for creating and updating Cases so automated content workflows can dogfood the feature. > - This pull request ships that experimental end-to-end path behind the `enableCases` flag. > - The benefit is a first-class place to collect content work, references, attachments, revisions, and related execution threads without polluting the core issue model. ## Linked Issues or Issue Description No public GitHub issue exists for this experimental feature. Feature request fields: ### Problem Content-oriented work such as release notes, announcements, docs, and campaigns can span many execution issues, which makes the final artifact hard to find and reason about after the execution thread moves on. ### Proposed solution Add an experimental Cases object that is company-scoped, linked to issues, queryable through the API, inspectable in the board UI, and writable by agent workflows through documented conventions. ### Alternatives considered Continue encoding content artifacts directly in issues or documents only. That keeps the data model smaller, but it does not give operators a stable artifact-centric view or a clean way to link related execution history. ### Roadmap alignment Checked `ROADMAP.md`; this PR does not duplicate an existing planned core roadmap item. ## What Changed - Added the `cases` data model, migration, schema exports, and experimental `enableCases` instance setting. - Added company-scoped Cases API routes for list/detail/update, issue links, revisions, children, activity events, annotations, attachments, and idempotent agent-oriented upserts. - Scoped case and issue lookup helpers before access checks so inaccessible cross-company identifiers resolve as not found rather than leaking existence. - Fixed case PATCH timestamp handling so non-status updates cannot overwrite `completedAt` from a stale pre-transaction row snapshot. - Moved Cases list type/status/project filters into the server request before the server-side limit is applied, including multi-select filters and no-project filtering. - Added backend route coverage for creation, updates, idempotency, issue linking, attribution, company-boundary enforcement, OpenAPI registration, list filtering, timestamp patch behavior, and inaccessible lookup regressions. - Added the experimental Cases UI surface: sidebar entry, gated routes, list filters/grouping, detail overview, activity, revisions, children, attachments, and issue-page case rail. - Added case reference rendering and company-prefixed case href generation so case links resolve directly inside the active company route. - Added Paperclip skill documentation for agent workflows that create or update Cases. - Wired release-content skills to emit Cases for dogfooding. - Rebased onto current `master` and renumbered the Cases migrations to `0143`/`0144` after the latest upstream migration sequence. ## Verification - Current PR head: `ecc13be0d`. - Rebased on current `master` (`606aa4f266`) and pushed to the existing PR branch. - `git diff --check origin/master...HEAD` — passed before the first update push; subsequent committed diffs were also checked with `git diff --check` before commit. - Guardrails checked: no `pnpm-lock.yaml` changes, no `.github/workflows` changes, and changed-file count is below the Greptile 100-file limit. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts src/__tests__/instance-settings-service.test.ts src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests before review-fix commits. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts` — passed after each server-side Greptile fix, latest 1 file / 15 tests. - `pnpm --filter @paperclipai/server typecheck` — passed after the timestamp and lookup fixes. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` — passed, 4 files / 30 tests before review-fix commits. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file / 12 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after the list-filter fix. - `pnpm check:token-gates` — passed after UI changes. - Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build, typecheck, test matrix, e2e, Canary Dry Run, policy, commit review, Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook visual regression is skipped and security-review is neutral. - Greptile Review: 5/5 confidence, zero unresolved Greptile threads. ## Risks - Medium feature risk because this introduces a new experimental domain object across database, server, shared contracts, skills, and UI. - The feature is gated behind `enableCases`, which limits default operator exposure while the model is exercised. - Case links now prefer company-prefixed hrefs; the unprefixed redirect remains for externally entered URLs. - Cases list filtering now sends multi-select filters to the server before limiting; the UI still applies the same local filters as a second pass for ancestor/context rows. - Migrations were renumbered on top of current master; the SQL uses guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where relevant for safer replay. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex in the Paperclip local coding environment was used for this PR curation, rebase verification, review-fix implementation, push, and PR description update. The runtime exposes tool use and shell execution; context-window size is not exposed by this Paperclip adapter. Several implementation commits also include AI co-author trailers recorded in git history. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I searched the GitHub PR list for similar PRs and confirmed this is not a duplicate - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-09 22:11:03 -05:00
DottaandPaperclip	176645187c	Fix request storm polling and issue-list coalescing (#9190 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board UI keeps issue, agent, activity, and run state fresh through polling across several pages and sidebar surfaces > - When multiple components or browser tabs poll the same company data at the same time, the API can receive bursts of duplicate issue-list requests > - Those duplicate requests increase database and server load without returning meaningfully different data > - This pull request adds server-side compression/coalescing plus client-side visibility-aware and cross-tab shared polling > - The benefit is lower request volume during normal board usage while preserving fresh UI data for active users ## Linked Issues or Issue Description No exact public GitHub issue was found for this request. Problem: - The board can issue redundant polling requests for the same issue-list data from multiple UI surfaces and tabs. - In busy operator sessions, those bursts can trigger request-storm behavior and unnecessary issue-list load. - Expected behavior is to reuse identical in-flight work server-side and reduce hidden-tab or duplicate-tab polling client-side while preserving normal refresh behavior. Related public context found during duplicate search: - #8206 covers a different board UI 404-storm scope. - #5165 covers separate issue-list behavior around page-size truncation. ## What Changed - Added API compression middleware foundation and a company/created-at index for heartbeat run access. - Added server-side issue-list request storm detection and identical in-flight request coalescing. - Added UI fetch metadata, visibility-aware polling, and request deduplication for issue/activity/client calls. - Added cross-tab shared polling primitives and wired them into the sidebar, inbox, dashboard, issue, project, routine, and agent surfaces. - Resolved the latest `master` migration collision by keeping upstream `0140_built_in_managed_resources.sql` and renumbering this branch's heartbeat-run index migration to `0141_heartbeat_runs_company_created_at_index.sql`; the SQL uses `CREATE INDEX IF NOT EXISTS` for idempotency. - Stabilized server heartbeat cleanup tests exposed by the PR check matrix. - Fixed the Greptile compression follow-up by weakening strong ETags on encoded JSON responses and bypassing compression for streamed/download responses. ## Verification - `pnpm exec vitest run ui/src/components/IssuesList.test.tsx ui/src/pages/Inbox.test.tsx` — passed after resolving the latest `master` conflict in `IssuesList.tsx` and updating the 200-result cap expectations. - `pnpm check:token-gates` — passed after the UI conflict resolution. - `jq -e '.entries \| length as $n \| (map(.idx) \| unique \| length == $n) and (map(.tag) \| unique \| length == $n)' packages/db/src/migrations/meta/_journal.json` — passed after renumbering the migration to `0141`. - `pnpm exec vitest run server/src/__tests__/api-compression.test.ts` - passed after the compression follow-up. - `pnpm exec vitest run server/src/__tests__/issue-list-assignee-filter-routes.test.ts` - passed after the compression follow-up. - `pnpm --filter @paperclipai/server typecheck` - passed after the compression follow-up. - Greptile Review for head `8dbddac41ec273fda404100b4981ddb912fad57b` - passed after the latest conflict/migration fix; all Greptile review threads are resolved. - `pnpm exec vitest run server/src/__tests__/api-compression.test.ts server/src/__tests__/issue-list-assignee-filter-routes.test.ts ui/src/api/client.test.ts ui/src/api/issues.test.ts ui/src/lib/polling.test.ts ui/src/lib/cross-tab-poll.test.ts ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/lib/issueDetailCache.test.ts` — passed. - `pnpm exec vitest run ui/src/api/client.test.ts` — passed. - `pnpm exec vitest run ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/lib/issueDetailCache.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-worktree-suppression.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/low-trust-red-team-routes.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - GitHub PR checks for head `8dbddac41ec273fda404100b4981ddb912fad57b`: all GitHub Actions/status checks passed; Greptile, Superagent, Socket, Snyk, build, typecheck/release registry, general tests, serialized server suites, e2e, canary dry run, policy, and commitperclip review are green; Storybook visual regression and security-review were skipped/neutral by policy. - Confirmed this branch does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium risk: issue-list coalescing changes request timing and cache semantics for a hot API path. - Medium risk: cross-tab polling uses browser coordination primitives, so older or unusual browser environments need fallback behavior to stay correct. - Low migration risk: the new index migration is ordered after current `master` and uses `CREATE INDEX IF NOT EXISTS`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent, GPT-5-based model, tool-enabled with shell/git execution. Exact hosted deployment identifier and context-window size were not surfaced in the agent runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 17:38:34 -05:00
DottaandPaperclip	8b6a06ee25	[codex] Add built-in agents and Reflection Coach bundle (#9206 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 16:29:30 -05:00
DottaandPaperclip	be821a4f7e	Fix DB backup health alerts (#9147 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators depend on `/api/health` and OpenAPI status surfaces to know whether the local control plane is healthy. > - Database backups are a safety-critical background process, but backup failures were not represented in health responses. > - That gap means an instance can look healthy while backup state is stale, failing, or unavailable. > - This pull request adds backup-health evaluation and exposes it through the health route, server startup wiring, and OpenAPI contract. > - The benefit is earlier operator visibility when automatic backups stop protecting instance data. ## Linked Issues or Issue Description No public GitHub issue exists. Inline bug report: Pre-submission checklist - [x] I have searched existing open and closed issues and this is not a duplicate. - [x] I am on the latest released version of Paperclip (or can reproduce on `master`). - [x] I have confirmed the error originates in Paperclip itself — not in my agent adapter, API provider, or local configuration. What happened? Automatic database backup health was not included in the app health response, so backup failures or stale backups could be missed while `/api/health` still looked otherwise usable. Expected behavior The health endpoint should include backup-health details that let operators identify disabled, stale, failing, or healthy backup states. Steps to reproduce 1. Configure a Paperclip instance with automatic database backups. 2. Force backup status into a stale or failing state. 3. Call `/api/health` and inspect whether backup state is represented. Paperclip version or commit `master` at the PR base. Deployment mode Local dev (`pnpm dev`) and self-hosted server deployments. Installation method Built from source (`pnpm dev` / `pnpm build`). Agent adapter(s) involved - [x] Not adapter-specific (core bug) Database mode Embedded development Postgres and external Postgres backup paths. Access context Board/operator health checks. Relevant logs or output Covered by the added `server/src/__tests__/health.test.ts` cases. Relevant config (if applicable) Not applicable. Additional context This surfaces backup status only; it does not change backup execution scheduling. Privacy checklist - [x] I have reviewed all pasted output for PII (usernames, file paths, API keys, tokens, company names) and redacted where necessary. ## What Changed - Added a database backup health service that classifies backup recency, status, and failure conditions. - Wired backup health into app/server startup and the health route response. - Documented the backup-health behavior in development docs and OpenAPI output. - Added focused health route tests for healthy, stale, disabled, and failing backup states. ## Verification - `/srv/paperclip/home/paperclipai/paperclip/node_modules/.bin/vitest run server/src/__tests__/health.test.ts` ## Risks Low-to-medium risk. This changes health response content and may affect external health consumers that parse fields strictly. It should not alter backup execution itself. > 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-5.5 coding agent with repository tool use and local shell execution. Context window was not surfaced by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-07 05:54:20 -05:00
Dotta Paperclip Claude Opus 4.8	ad961227f5	feat(secrets): add user-specific runtime secrets (#8825 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs often need provider credentials, API tokens, and other environment-bound secrets. > - Company-level secrets work for shared credentials, but they do not model values that should differ by human operator. > - Without a user-scoped model, a run can dispatch without knowing whether the responsible human has supplied the needed value. > - Paperclip also needs run attribution to make those user-scoped runtime checks deterministic and auditable. > - This pull request adds user-specific secret definitions, per-user values, environment bindings, responsible-user attribution, and runtime resolution gates. > - The benefit is that teams can define the secret once, let each user provide their own value, and block runs before dispatch when required user secrets or active definitions are unavailable. ## Linked Issues or Issue Description Refs #224 Refs #6057 This PR implements user-specific secret support as a core secret-management capability rather than a one-off adapter setting. It is related to existing public work on company secrets UI and runtime secret refs, but is distinct because the value is owned by the responsible user and resolved at run dispatch time. Related PR search before opening found existing secrets work such as #1550, #8256, #8614, #8634, and #8647; none of those add the full user-secret definition/value/runtime gate covered here. ## What Changed - Added user-secret definitions and per-user "My secrets" values, keeping stored values out of access metadata. - Added `user_secret_ref` environment bindings and UI affordances to pick them alongside existing secret refs. - Added responsible-user runtime resolution so user-secret refs resolve against the human responsible for the run. - Added pre-dispatch missing-secret gates so runs fail before adapter dispatch when required user values are absent or definitions are inactive. - Added low-trust allowlist hardening for user-secret runtime access. - Added issue, routine, run, and agent API key responsible-user attribution and fail-closed dispatch behavior when attribution cannot be resolved. - Added denial-copy mapping so responsible-user authorization failures surface as actionable run outcomes instead of opaque setup failures. - Added OpenAPI documentation for the user-secret routes. - Rebases cleanly on current `master`; migrations were renumbered incrementally as `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant` after upstream `0126`/`0127` migrations. - Removed previously committed local design screenshots so the PR contains code/docs/tests only. ## Verification - PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on `paperclipai/paperclip:master`. - PASS: `git diff --check` - PASS: `git diff --name-only public/master...HEAD \| rg '^(pnpm-lock\\.yaml\|\\.github/workflows/\|screenshots/)' \|\| true` produced no files. - PASS: migration journal audit confirmed unique indexes through `130` with tail entries `0126_issue_comment_derived_attribution`, `0127_environment_custom_images_instance_scoped`, `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant`. - PASS: `pnpm --filter @paperclipai/ui typecheck` - PASS: `pnpm --filter @paperclipai/server typecheck` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-active-run-output-watchdog.test.ts src/__tests__/heartbeat-stale-queue-invalidation.test.ts src/__tests__/heartbeat-workspace-finalize-branch.test.ts src/__tests__/issue-monitor-scheduler.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts src/__tests__/heartbeat-plugin-environment.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/low-trust-red-team-routes.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` (55 tests) - PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` (89 tests after final Greptile cleanup fixes) - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests after the final rebase CI fix) - PASS: focused server Vitest batches covering heartbeat recovery, project env, plugin env, routines, low-trust, pipelines, monitors, watchdog, and stale queue paths. - PASS: GitHub checks are green on `2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck + Release Registry, Build, General tests, serialized server suites, e2e, Canary Dry Run, verify, security checks, and Greptile Review. - PASS: Greptile Review completed successfully on `2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5, and GraphQL review-thread audit returned zero unresolved non-outdated threads. ## Risks - Runtime behavior now depends on a run having a correct responsible user; missing or incorrect responsibility assignment can block runs before adapter dispatch. - `user_secret_ref` bindings intentionally expose metadata without values, but UI/API callers may need to handle the new binding kind explicitly. - External secret providers and IAM policies are not automatically provisioned by this PR; operators still need to configure provider-side access for non-local vaults. - The PR is broad across db/shared/server/UI/runtime paths, so release validation should include both API and UI secret workflows before merge. - The migration renumbering is intentionally incremental after upstream migrations; the branch migrations use guarded column/table/index/constraint creation so users who tested the older draft numbering should not hit duplicate DDL for the existing objects. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter with shell/tool use and code execution. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-05 05:58:20 -05:00
DottaandPaperclip	43b005b704	Add pipeline workflow primitives and operator UI (#7903 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The pipeline subsystem models repeatable work as items moving through stages, with agent automation, review gates, blockers, drift notices, and linked work. > - Operators need this to be usable as one coherent workflow surface, not just as backend primitives or disconnected route experiments. > - The branch now carries the pipeline data model, service/routes, CLI/tutorial path, aggregation feeds, operator UI, stage automation controls, liveness/retry handling, and follow-up polish that make the primitive reviewable end to end. > - This pull request is the single review target for that pipeline workflow primitive stack. > - The benefit is that reviewers can evaluate the full operator experience and server contract together against `master`. ## Linked Issues or Issue Description No public GitHub issue exists for this work. The underlying feature request is described inline. ### Problem or motivation Paperclip needs a first-class way to model multi-stage agent/company workflows where upstream items can spawn downstream work, request review, carry fields across pipelines, surface drift, retry automation, and show operators where work is blocked or active. Without a unified pipeline primitive, these workflows spread across ad hoc issues, routines, and comments, making the state hard to inspect or operate. ### Proposed solution Add the pipeline workflow primitive stack: database schema and migrations, shared validators/types, server services and REST routes, aggregation and liveness helpers, CLI/tutorial smoke support, and the React operator UI for pipeline lists, boards, item detail, review/learnings views, settings, stage automation, secrets, carry-over fields, and retry/recovery flows. ### Alternatives considered - Keep workflows as loosely linked issues and routines: rejected because operators need a single board/detail/settings surface for repeated workflow patterns. - Ship backend primitives first and defer UI: rejected for this branch because the operator experience is the main way to validate the primitive. - Add a narrower one-off content workflow: rejected because the same primitives are useful across future company processes. ## What Changed - Added and evolved pipeline schema, migrations, shared contracts, server services, REST routes, route tests, and CLI/tutorial smoke support. - Added pipeline aggregation, health/liveness, drift acknowledgment, blocker/carry-over, automation retry, stage automation environment, and permission recovery behavior. - Added the operator UI for pipeline index/board/item detail/settings/review/learnings flows, including stage secrets, automation controls, markdown/item descriptions, linked issue assets, liveness banners, and source automation metadata. - Refactored issue document frame rendering through the shared `DocumentFrameHeader` component to keep document controls consistent with the pipeline document surfaces. - Kept this PR as the single base-branch review target for the current pipeline branch. ## Verification Current branch refresh: - `pnpm vitest run server/src/__tests__/pipelines-service.test.ts` — 31 passed - `pnpm vitest run server/src/__tests__/pipelines-routes.test.ts` — 19 passed - `pnpm --filter ./server typecheck` — passed - `pnpm --filter ./ui typecheck` — passed - Verified Pipelines remains gated by `enablePipelines === true`: sidebar item is hidden unless the flag is enabled, direct pipeline routes redirect to `/dashboard` when disabled, and the Experimental settings UI still has no Pipelines toggle. - GitHub status checks on `df071c710646de625131064c3fb6588b5e97964a` — all complete with no failing conclusions, including Actions, Socket, Superagent/Security, and Greptile Review - Greptile summary on `df071c710646de625131064c3fb6588b5e97964a` — Confidence Score 5/5 - GitHub review-thread sweep — 0 unresolved Greptile threads Previously recorded during branch development: - Server pipeline service/route and aggregation tests - Shared validator tests - UI pipeline page/settings/item-detail/learnings/liveness tests - Pipeline tutorial smoke path ## Risks - High review surface: this is a large feature branch spanning database, shared contracts, server behavior, CLI/docs, and UI. - Migration ordering and schema compatibility need reviewer attention because this branch has been kept current across multiple `master` syncs. - GitHub still reports merge state `BLOCKED` because the PR is awaiting normal human review/branch-protection completion; all current status checks are green. - Branch-name checklist exception: this PR uses the pre-existing requested branch name, which predates the current public-branch naming rule. The PR title/body avoid internal issue references. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent based on GPT-5, with repository tool use, shell execution, git/GitHub CLI operations, and local verification commands. Earlier commits in this branch were assisted by Paperclip agents and other AI coding agents as recorded in commit authorship. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-26 12:02:44 -05:00
Devin Foley	cd38c150b0	feat: reuse Daytona sandbox leases (#8513 ) Add opt-in reusable Daytona sandbox lease support, including retryable pending cleanup handling.\n\nPR: https://github.com/paperclipai/paperclip/pull/8513	2026-06-22 19:35:53 -07:00
Jannes StubbemannandClaude Opus 4.7	937fe62d10	feat(server): TRUST_PROXY supports CIDR list + named subnets (supersedes #3729 ) (#5872 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Express looks at incoming `X-Forwarded-For` headers only when `app.set("trust proxy", …)` says it should, and uses that resolved client IP downstream for rate-limiting, audit logging, and any auth/abuse signal that ties back to source IP > - The original PR #3729 added `TRUST_PROXY` accepting only `"true"` or a positive integer, which forces operators to pick between two unsafe defaults: hop-count (brittle if topology changes) or boolean-true (any client can spoof `X-Forwarded-For` and bypass rate-limits or pollute audit logs) > - `trust proxy: true` is one of the most common Express misconfigurations and trivially exploitable for IP-spoofing-based rate-limit bypass; the safest config — trust only the LB's actual CIDR or only loopback — was unreachable with the previous parser > - This pull request replaces the parser with full Express 5 support — unset / `false` / `0` (Express default), positive integer hop count, comma-separated CIDR list, named subnets (`loopback`, `linklocal`, `uniquelocal`) — and emits a startup error naming the offending token on invalid input > - The benefit is that operators can now trust only their actual ingress and close the spoofing window without leaking client-IP integrity to downstream layers, while preserving every previously-working config as a strict superset ## Linked Issues or Issue Description Refs #1690 — login returns 500 behind a reverse proxy because Express `trust proxy` is not enabled; this PR ships the configuration surface (`TRUST_PROXY` with CIDR lists and named subnets) that lets operators enable it safely. It does not change the default, so #1690 still requires the operator to set `TRUST_PROXY` — hence Refs, not Fixes. No other existing issue covers this directly — remaining problem described in-PR: - The original `TRUST_PROXY` parser (PR #3729, which this PR supersedes) accepted only `"true"` or a hop count, forcing operators to choose between brittle hop-counting and the spoofable `trust proxy: true`. - `trust proxy: true` lets any client spoof `X-Forwarded-For` and bypass rate limits or pollute audit logs; the safest config — trusting only the LB's actual CIDR or only loopback — was unreachable with the previous parser. Duplicate-PR search: #1854 / #1714 are earlier minimal trust-proxy enablement PRs; this PR supersedes #3729 and generalizes beyond a boolean enable (CIDR lists + named subnets). ## What Changed - `server/src/middleware/trust-proxy.ts` — new helper exposing `parseTrustProxyEnv` (testable) and `applyTrustProxy(app)` (one-call boot wiring). Surface: - Unset / `""` / `false` / `0` → no `app.set("trust proxy", …)` (Express default: trust nothing). - `true` → `app.set("trust proxy", true)`. Documented as unsafe in untrusted-LB deployments. - Positive integer (e.g. `"2"`) → hop count. Strict parse: rejects `"01"`, leading/trailing whitespace. - Comma-separated list of CIDRs and/or named subnets (e.g. `"loopback,uniquelocal,10.0.0.0/8,fd00::/8"`) → array passed to `app.set("trust proxy", [...])`. - Anything else → startup error naming the offending token. - `server/src/app.ts` — one import + one call to `applyTrustProxy(app)`. - `server/src/__tests__/trust-proxy.test.ts` — 12 cases: unset, `"true"`, `"0"`, `"2"`, `"01"` rejected, `" 2 "` rejected, `"loopback"`, `"loopback,uniquelocal"`, `"10.0.0.0/8"`, `"10.0.0.0/8,fd00::/8"`, `"bogus"` rejected (error names the bad token), mixed-list with one bad token rejected (error names the offending token specifically). ## Verification - `pnpm --filter @paperclipai/server run typecheck` — clean. - `npx vitest run trust-proxy` — 12/12 pass. ## Risks - No new required env vars. Unset means default Express behavior (trust nothing). Pure superset of #3729's surface — anything that worked under #3729 still works here. - Strict parse. `"01"` and `" 2 "` are rejected on purpose so configuration mistakes surface at startup, not as silently-degraded auth/rate-limit behavior. The error message names the offending token. - No runtime cost — the parse runs once at boot. The downstream `trust proxy` setting is internal to Express. - Single-tenant local-first deploys unaffected by default. ## Model Used Claude Opus 4.7 (1M context), extended thinking mode. ## Checklist - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] Thinking path traces from project context to this change - [x] Model used specified - [x] Checked ROADMAP.md — not in conflict with planned core work - [x] Tests run locally and pass (`trust-proxy` 12/12) - [x] Added boundary cases (leading-zero, whitespace, unknown token, mixed-list-with-bad-token) - [x] No UI changes - [x] Documented risks above - [x] Will address all Greptile and reviewer comments before merge Closes #3729. --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-06-12 10:37:55 -07:00
scotttong Paperclip Claude Opus 4.8	6f9801a46b	feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The first-run experience (onboarding wizard) and the chat surfaces (conference-room/board chat, task threads, composers) are the product's front door — they decide whether a new operator understands "hire agents, give them work, review results" in the first five minutes > - Today those surfaces feel ticket-y and form-like: the wizard is a static multi-step form that ends in an anticlimactic "Launch" screen, the task composer and board chat behave differently from each other, and agent-feed issue quicklooks misbehave (multiple flyouts open at once, cards jump on hover) > - We wanted to iterate toward a conversational, team-centric NUX — but without risking the workflows of everyone already running Paperclip > - This PR reworks the NUX behind a new default-OFF `enableConferenceRoomChat` experimental flag: a capsule-motif onboarding wizard that builds your team as you answer, a conference-room chat surface, one shared ChatComposer across surfaces, brand-accurate status chips, and feed-quicklook fixes — with the pre-existing UI fork-and-frozen as `Classic` components that flag-OFF users keep > - The benefit is a complete, testable modern NUX that anyone can opt into from Settings → Experimental, with zero default behavior change and a clean path to either graduate or drop the experiment ## Linked Issues or Issue Description No pre-existing GitHub issue — feature description per `feature_request.yml`: - Problem / motivation:* Paperclip's onboarding wizard and chat surfaces grew up as separate ticket-centric forms. New users get a form-filling experience rather than the feeling of standing up a team; the board chat and task threads use different composers with different affordances; the agent feed's issue quicklook can stack multiple popovers and shifts cards on hover. - Proposed solution: A coherent NUX experiment behind one experimental flag (`enableConferenceRoomChat`, Settings → Experimental, default OFF): capsule onboarding wizard with an evolving team capsule, conference-room chat, unified `ChatComposer`, team-centric copy, brand status chips, quicklook single-flight fix. Flag-OFF users get the exact pre-experiment UI via frozen `Classic` forks, verified by an on/off parity test matrix. - Alternatives considered:* (a) incremental unflagged restyling — rejected: the changes interlock across surfaces and would drip risk into every release; (b) a separate app shell / route for the new NUX — rejected: too much divergence, the flag + classic-fork pattern keeps the diff reviewable and reversible. - Roadmap alignment: `ROADMAP.md` lists CEO Chat ("a lighter-weight way to talk to leadership agents... should still resolve to real work objects"). This experiment is groundwork in that direction (conference-room chat resolves to issues/tasks via the same composer used in task threads) and does not change the core task-and-comments model. Related PRs found in the dedup search (same area, none duplicate this work — they target the classic wizard, which this PR intentionally leaves intact and mergeable): - #5385 — Coach-driven onboarding: conversational entry + agent-companies package import - #5378 — Onboarding wizard: reusable adapter picker + probe card - #6636 — ui(onboarding): friendly error surface + retry for the wizard - #7005 — fix(onboarding): explicitly await first-task wake - #2616 — fix: restore workspace directory config in onboarding wizard ## What Changed - Experimental flag plumbing — `enableConferenceRoomChat` in shared types/validators, server instance-settings service + API, Settings → Experimental card with explicit enable/disable copy - Onboarding wizard — classic wizard forked and frozen (`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard with a persistent evolving `AgentCapsule` (gradient/glow motif), team-centric reframed copy, and a typing-dots intro (hardened with fake-timer tests) - Conference-room chat — flag-ON board-chat surface with agent bubble name/icon headers and copy/vote/timestamp action rows (`AgentBubbleActionRow`) - Unified composer — shared `ChatComposer` adopted across surfaces; translucent surface + scroll-mask removal; "Agent mode"/"Plan mode" relabels; no-assignee confirmation `AlertDialog` (new `ui/alert-dialog.tsx` primitive); `@task` reference picker + linkification in mentions - Agent feed — single-flight issue-quicklook store (one popover at a time), flyouts open to the left, removed hover translate-y jitter - Status chips — brand-accurate task status chips behind the flag (light/dark, 1px borders per paperclip.ing/brand) - Tests — flag on/off parity matrix across IssueDetail, NewIssueDialog, Sidebar, wizard, gate components; component tests for all new pieces - Merge with `master` — one conflict in `ui/src/components/IssueChatThread.tsx`, resolved by keeping master's new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside the flag-gated metadata-row chrome (details in commit `21a5642a`); post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`, flag hook made safe for provider-less mounts (master's new isolated component tests) - Branch hygiene — internal design wireframes/mockups stripped before the PR (they live in the Paperclip issue threads) - No user-facing documentation changes required: the flag is intentionally experimental and self-described in the Settings card; no existing docs reference the affected surfaces ## Verification - `pnpm run typecheck` — green across the workspace (ui, server, shared, plugins) - Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD): 1593/1595 passing, 223/224 files — the 2 remaining failures are in `src/components/artifacts/ArtifactCard.test.tsx` and fail identically on pristine `origin/master` (pre-existing upstream, unrelated to this branch) - Full server suite (`vitest run` in `server/`, same clean worktree): results in PR checks; flag plumbing covered by instance-settings tests - Targeted post-merge resolution check: `IssueChatThread`, `IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`, `ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`, `InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing - Manual walkthrough: flag OFF (default) → onboarding wizard, task thread, board chat, composer all render the classic UI; flag ON via Settings → Experimental → capsule wizard, conference-room chat, unified composer, status chips active - Screenshots: see below Flag on/off screenshots (committed on this branch under `screenshots/PR-8000-`): \| Surface \| Flag OFF (classic, default) \| Flag ON (experimental) \| \| --- \| --- \| --- \| \| Settings → Experimental \| ![settings off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png) \| ![settings on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png) \| \| Task thread \| ![thread off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png) \| ![thread on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png) \| \| Home / nav \| ![home off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png) \| ![home on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png) \| \| Conference Room (flag-ON only surface) \| — \| ![conference room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png) \| Capsule onboarding wizard walkthrough screenshots (flag ON) are attached to the Paperclip design/implementation threads; the wizard requires a fresh instance so it is captured via the e2e harness (`tests/e2e/nux-phase4-screenshots.spec.ts`). ## Risks - Large surface, but gated:* all new behavior sits behind `enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by frozen `Classic` forks plus an on/off parity test suite - Classic forks are frozen at the fork point (`e3aada1d`):* master features added to the live thread component after that point (assignee handoff chips, run status badge, composer mention coach) render in the flag-ON path; the flag-OFF task thread keeps the fork-point behavior until the experiment graduates (forks deleted) or is dropped (forks restored as canonical). Called out for reviewer attention. - Merge-conflict resolution in `IssueChatThread.tsx` (commit `21a5642a`) deserves reviewer eyes: master's new handoff/run-status components were kept; the base toast-style no-assignee flow remains replaced by the AlertDialog flow introduced on this branch - Schema/server changes are additive (one optional boolean instance setting); no migrations of existing data ## Model Used - Claude (Anthropic) via Claude Code running in the Paperclip agent harness (agent: ClaudeCoder) - Branch implemented across multiple agent sessions on Claude Opus-class models with extended thinking + tool use (file edits, shell, Playwright screenshots); merge/PR session model ID as reported by the harness: `claude-fable-5` (Claude Code CLI) - All code was agent-authored and board-reviewed through Paperclip issue threads (plans, wireframes, confirmations) before merging ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes (none required — experimental flag, self-documenting Settings card; noted above) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16 gates SUCCESS, incl. e2e and all 4 serialized-suite shards) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1 findings fixed + confirmed resolved; both summary notes addressed in `8af3041a`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-11 16:32:55 -05:00
Jannes StubbemannandClaude Opus 4.8	4ad94d0bde	feat(server): kubernetes execution integration for sandbox-provider plugins (stage 2/3) (#7938 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The execution subsystem runs those agents in environments (local, ssh, sandbox), and sandbox-provider plugins let an environment materialize per-run sandboxes > - Stage 1 (#5790) contributed a first-party Kubernetes sandbox-provider plugin, but the server core has no way to adopt it operationally: no per-run adapter selection, no way to force an instance onto sandboxed execution, no declarative adapter/model configuration, and the plugin must be installed by hand > - Without this, a multi-tenant or security-conscious deployment cannot guarantee that agent runs never execute on the host, and a single environment cannot serve agents with different harnesses > - This pull request adds the server + SDK integration: per-run adapterType on the lease protocol, an env-gated forced-Kubernetes execution policy with provisioning and a per-run allowlist guard, a declarative adapter registry and model list, in-cluster env passthrough for sandbox plugin workers, fail-safe auto-install of the bundled plugin, and the matching UI affordance > - The benefit is that sandbox-provider plugins become fully usable for Kubernetes execution: operators configure everything via environment variables and GitOps, while self-hosters who set none of the variables see exactly the behavior they have today ## Linked Issues or Issue Description Refs #5790 (stage 1 of 3: the Kubernetes sandbox-provider plugin package). No existing issue. Feature description: the server core lacks the integration seams to operate a sandbox-provider plugin as the mandatory execution path of an instance. This PR is stage 2 of 3 of the staged Kubernetes contribution; stage 3 will contribute the agent runtime images and their build pipeline. ## What Changed One line per piece: - `packages/plugins/sdk/protocol.ts`: optional `adapterType` on `PluginEnvironmentAcquireLeaseParams` so a provider can select the runtime image per run; existing providers simply ignore it - `server/services/environment-runtime.ts` + `environment-run-orchestrator.ts`: thread the agent's adapter type into both lease-acquiring drivers, including the heartbeat path (the two call sites have historically drifted, hence the pinned test) - `server/services/environments.ts`: `ensureKubernetesEnvironment` / `findKubernetesEnvironment`, an idempotent managed Kubernetes environment per company, identified by a metadata marker and refreshed (not recreated) on config change; `timeoutMs` rides on the config for slow cold-start leases - `server/services/execution-allowlist.ts`: pure (driver, provider, policy) -> allow/deny guard; `executionMode=kubernetes` only allows the kubernetes sandbox provider - `server/services/execution-policy-bootstrap.ts` + startup hook in `server/index.ts`: parse `PAPERCLIP_EXECUTION_MODE` / `PAPERCLIP_K8S_*`, persist `executionMode` into instance general settings, and provision the managed environment for every company; fails loud on misconfiguration - `server/services/heartbeat.ts`: when the policy forces Kubernetes, pin run selection to the managed environment (also overriding any persisted workspace environment id), refuse to fall back to local, and re-check the actually acquired environment against the allowlist as defense in depth - `server/services/adapter-registry-bootstrap.ts` + shared `AdapterRegistryEntry` type/validator: declarative `PAPERCLIP_ADAPTERS` registry (inline JSON or file) that reconciles adapter availability at startup and rides on the Kubernetes environment config - `server/services/adapter-models-env.ts` + `adapters/registry.ts`: `PAPERCLIP_ADAPTER_MODELS` lets an operator declare picker model lists the server cannot CLI-discover - `server/services/plugin-loader.ts`: pass `KUBERNETES_SERVICE_HOST/PORT(_HTTPS)` through to plugin workers that register environment drivers, so in-cluster API clients can be constructed; all other host env stays stripped - `server/app.ts`: fail-safe auto-install of the bundled kubernetes plugin at boot; no-ops when the bundle is absent and never blocks startup on error - `packages/shared` types/validators: `InstanceExecutionMode` on general settings (optional, strict schema) - `ui/lib/forced-kubernetes-environment.ts` + `AgentConfigForm`: when the policy is active, show a read-only Kubernetes environment instead of the environment picker and default new agents onto the managed environment - Tests for every new module plus the adapterType pin in `heartbeat-plugin-environment` and the managed-environment lifecycle in `environment-service` Everything is gated: with `PAPERCLIP_EXECUTION_MODE`, `PAPERCLIP_ADAPTERS`, and `PAPERCLIP_ADAPTER_MODELS` unset (and no bundled plugin present), every code path reduces to current behavior. The per-run `adapterType` is an optional SDK parameter that existing providers ignore. ## Verification - `cd server && npx tsc --noEmit`: clean (0 errors); `ui` typecheck also clean - Targeted suites all green (11 files, 90 tests): `npx vitest run server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/environment-service.test.ts server/src/__tests__/environment-runtime.test.ts server/src/__tests__/environment-run-orchestrator.test.ts server/src/__tests__/plugin-database.test.ts server/src/services/execution-policy-bootstrap.test.ts server/src/services/execution-allowlist.test.ts server/src/services/adapter-registry-bootstrap.test.ts server/src/services/adapter-registry-bootstrap.reconcile.test.ts server/src/services/adapter-models-env.test.ts packages/shared/src/validators/adapter-registry.test.ts` - `npx vitest run ui/src/components/AgentConfigForm.test.ts`: green (6 tests) - Full `npx vitest run server/src/__tests__`: 2323 passed, 1 skipped; the only failures (heartbeat-process-recovery pid-retry, workspace-runtime symbolic-ref/git tests) reproduce identically on pristine `master` in the same environment, so they are machine-environment issues unrelated to this change; `server-startup-feedback-export` needed its `services/index.js` mock extended with the new export and is green - This integration has been running in production on a hosted multi-tenant deployment, where it executes agent runs across five different harnesses through the stage 1 plugin ## Risks - Low for existing deployments: every behavior is env-gated and the defaults preserve current semantics; the auto-install block is wrapped fail-safe and skips silently when the plugin bundle is absent - `executionMode` is a new optional field on a strict zod schema; absent input normalizes exactly as before - The forced policy intentionally fails runs loudly (rather than falling back to local) when no managed Kubernetes environment exists; this only affects instances that explicitly set `PAPERCLIP_EXECUTION_MODE=kubernetes` ## Model Used Claude Opus 4.8 (claude-opus-4-8, 1M context), extended thinking, agentic tool use via Claude Code. ## UI screenshots The UI change is a new read-only "Execution" section in `AgentConfigForm`, shown only when the instance execution policy forces Kubernetes (`executionMode=kubernetes`); there is no "before" state for it (the section did not exist, and instances without the forced policy render the existing picker unchanged). Captured from the new Storybook stories added in this PR (`Product/Agent Management`): Managed Kubernetes environment present (read-only display, no local/SSH picker): ![AgentConfigForm with forced Kubernetes execution](https://raw.githubusercontent.com/paperclipinc/paperclip/296ad06e8/screenshots/PR-7938-agent-config-forced-kubernetes.png) No managed environment available yet (warning notice, no silent local fallback): ![AgentConfigForm forced Kubernetes, missing environment warning](https://raw.githubusercontent.com/paperclipinc/paperclip/296ad06e8/screenshots/PR-7938-agent-config-forced-kubernetes-missing-env.png) ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-10 21:09:02 -07:00
Dotta Paperclip Claude Opus 4.7	468edd8b22	Add workspace file viewer and artifact links (#7681 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent work is issue-centered, and reviewers often need to inspect files, artifacts, and path references produced during that work. > - Before this branch, workspace-relative paths and artifact file references were not first-class inspectable objects in the board UI. > - Safe file viewing needs shared resource contracts, server-side workspace boundary checks, and UI that opens files without exposing arbitrary host paths. > - The workspace file viewer branch needed to stay as one active PR and be rebased onto current `paperclipai/paperclip:master` for review. > - This pull request adds the workspace file resource API, issue-page file viewer and browser, markdown file-reference links, and artifact file chips. > - The benefit is that board users can inspect relevant files from issue context while preserving workspace boundaries and auditability. ## Linked Issues or Issue Description No public GitHub issue exists for this branch. Internal Paperclip issues: `PAP-1953`, `PAP-10539`, `PAP-10733`. Problem / motivation: - Board users need to open workspace-relative files mentioned by agents or attached as work-product metadata without switching to a terminal. - The UI needs to support both direct file-path opening and workspace browsing/searching from an issue page. - The server must enforce company access, workspace boundaries, size limits, rate limits, and safe audit logging. Related PR: - Prior closed attempt: #4442 - Single active PR for this branch: #7681 ## What Changed - Added shared workspace file resource types, validators, and workspace-file `resourceRef` metadata validation for work products. - Added server routes/services for resolving, listing, and previewing workspace-relative files with access checks, scan caps, list-specific limits, and audit logging. - Added the issue file viewer provider, sheet, workspace browser, command-palette action, markdown workspace-file autolinks, and artifact file chips. - Updated issue workspace UI and stories/tests for file browsing and workspace file opening. - Rebased the branch onto current `paperclipai/paperclip:master` and updated the existing single PR branch. - Addressed current-head Greptile follow-ups by applying `offset` consistently across search/recent/changed file listings, restoring stopped-service port ownership checks before auto-port reuse, and stabilizing the workspace browser pagination test. ## Verification Current local verification after rebase to `public/master`: - `pnpm exec vitest run packages/shared/src/work-product.test.ts server/src/__tests__/file-resources.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/FileViewerSheet.test.tsx ui/src/components/FileViewerSheet.copy.test.tsx ui/src/components/WorkspaceFileBrowser.test.tsx ui/src/components/WorkspaceFileMarkdownBody.test.tsx ui/src/context/FileViewerContext.test.ts ui/src/lib/remark-workspace-file-refs.test.ts ui/src/lib/workspace-file-parser.test.ts ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197 tests passed. - `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - passed. - `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx` - 1 file passed, 25 tests passed. - `pnpm exec vitest run server/src/__tests__/file-resources.test.ts server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90 tests passed. - `pnpm -r --filter @paperclipai/server typecheck` - passed. - Confirmed branch is `0` behind and `46` ahead of current `public/master` after rebase and follow-up commits. - Confirmed the PR diff does not include `pnpm-lock.yaml`. - Confirmed the PR diff does not include `.github/workflows` changes. - Searched GitHub for duplicate or related workspace file viewer PRs/issues; #4442 is the prior closed attempt and this PR is the single active PR for the branch. - No screenshots were committed; the task explicitly asked not to add design screenshots or images unless they were part of the work. Current remote verification on head `a698a7bc10137baf7d25bd5722e1d6e0343387c1`: - Greptile Review - success, 64 files reviewed, 0 comments added, no unresolved Greptile review threads. - PR workflow `verify` - success. - Typecheck + Release Registry, General tests, workspace test shards, serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk - success. - `security-review` - neutral, with output saying a draft advisory was filed for maintainer review and is not a merge block. - `commitperclip PR Review / review` - cancelled after the security gate detected flags and timed out while creating/reviewing the advisory. I reran it once and it cancelled the same way; no actionable code/test failure was exposed in the job logs. ## Risks - This is a broad UI/server feature PR, so review needs to pay attention to route authorization, workspace boundary handling, and markdown autolink false positives. - Workspace browsing intentionally caps list results and scan depth; very large workspaces may require users to refine search terms. - Remote workspace preview remains unavailable until remote file-access support is implemented. - The neutral commitperclip security-review advisory needs maintainer review, but the check output says it is not a merge block. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected - check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in a Paperclip/Codex local tool-use environment, medium reasoning, with shell/GitHub CLI tool use for branch inspection, verification, rebase, PR update, Greptile review, and CI 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>	2026-06-09 17:17:43 -05:00
Dotta Paperclip Claude Opus 4.8	fff3832a01	[codex] Add teams catalog extraction (#7550 ) Fixes #7551 ## Thinking Path > - Paperclip is the control plane for AI-agent companies, and reusable company/team setup is part of making those companies faster to launch. > - The teams catalog work introduces app-shipped team templates that can be browsed, previewed, and installed into a company. > - Catalog installation crosses several contracts: bundled package contents, shared API types, server import/install behavior, CLI workflows, and the board UI. > - Agents also need a safe path through catalog installs: scoped company selection, explicit source policy, approval fallback for agent creation, and preserved catalog provenance. > - This pull request extracts the completed teams catalog branch into one reviewable PR on top of `public-gh/master`. > - The benefit is a reusable teams catalog foundation with server, CLI, package, docs, and hidden UI surfaces kept in sync. ## What Changed - Added the `@paperclipai/teams-catalog` package with bundled/optional team definitions, generated manifest, validators, catalog builder tests, and migration notes. - Added shared teams catalog types/validators plus server routes and services for listing, previewing, and installing catalog teams. - Integrated catalog install with company portability, skill/source policy checks, provenance metadata, origin hashes, target-manager reparenting, and installed/out-of-date detection. - Added CLI `teams` commands and agent-safe company selection behavior, including `company current` and approval fallback for forbidden agent-run installs. - Added hidden Team Catalog UI/API/query surfaces, Storybook fixtures, and targeted UI tests while keeping the UI route out of primary navigation. - Added docs for CLI/company/teams catalog behavior and removed generated screenshot artifacts from the PR diff. ## Verification - `pnpm exec vitest run cli/src/__tests__/company.test.ts cli/src/__tests__/teams.test.ts packages/teams-catalog/src/catalog-builder.test.ts packages/teams-catalog/src/shipped-catalog.test.ts server/src/__tests__/agent-permissions-service.test.ts server/src/__tests__/company-portability.test.ts server/src/__tests__/company-skills-service.test.ts server/src/__tests__/teams-catalog-routes.test.ts server/src/__tests__/teams-catalog-service.test.ts server/src/__tests__/teams-catalog-install-no-overrides.test.ts ui/src/lib/company-routes.test.ts ui/src/pages/TeamCard.test.tsx ui/src/pages/TeamCatalog.test.tsx ui/src/pages/useInstallTeamCatalogEntry.test.tsx` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/teams-catalog typecheck && pnpm --filter paperclipai typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` - Confirmed branch is rebased onto `public-gh/master` (`78dc3625a`) and `public-gh/master` is an ancestor of `HEAD`. - Confirmed PR diff excludes `pnpm-lock.yaml`, `.github/workflows/*`, generated screenshot images, and screenshot helper scripts. ## Risks - Medium review surface: this crosses package generation, shared contracts, server install behavior, CLI, docs, and hidden UI code. - Catalog install behavior creates agents/projects/tasks/skills and must keep company scoping, permissions, source policy, and provenance checks strict. - `pnpm-lock.yaml` is intentionally excluded per repo policy; CI/default-branch automation owns lockfile refresh. - The Team Catalog UI is included but hidden from primary navigation, so future enablement should re-check visual QA before exposure. > 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`. > > ROADMAP checked: this aligns with reusable companies/templates and plugin-adjacent onboarding work. This PR packages work already developed on the Paperclip task branch for review. ## Model Used - OpenAI Codex, GPT-5 series coding agent in this Paperclip session; exact runtime context window was not exposed. Used shell, git, `gh`, and local test/typecheck 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots, or documented why screenshots are intentionally omitted - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-05 12:55:49 -05:00
Aron PrinsandDevin Foley	70b1a9109d	Improve CLI API parity coverage (#6626 ) ## Thinking Path > - Paperclip is a control plane for AI-agent companies, with the CLI acting as a scriptable operator and agent interface to that control plane. > - The REST API surface has grown across companies, agents, issues, routines, plugins, auth, workspaces, secrets, and operational inspection commands. > - The CLI had drifted from that API surface: some commands were missing, some command shapes differed from docs/reference material, and several edge cases only failed during end-to-end local-source testing. > - The local development runbook requires these tests to be disposable and isolated from a real `~/.paperclip`, `~/.codex`, or `~/.claude` installation. > - This pull request adds broad CLI/API parity coverage, fixes the actionable bugs found during that pass, and records the reproducible test log under `doc/logs`. > - The benefit is a more complete, scriptable CLI surface with regression coverage for the command families exercised by the parity run. ## What Changed - Added or expanded CLI command coverage for access/auth, companies, agents, projects, goals, issues and subresources, routines, plugins, workspaces, activity/run/cost/dashboard inspection, assets, skills, secrets, tokens, prompt/wake flows, and local setup helpers. - Fixed CLI/API parity bugs found during the run, including context profile patching, issue interaction optional payloads, malformed tree-hold errors, environment duplicate handling, configure invalid-section exit codes, worktree pnpm invocation, token agent ID resolution, plugin tool worker lookup, and routine webhook secret cleanup. - Added missing CLI wrappers and route coverage for health/access, invite resolution URL forwarding, join status normalization, secret lifecycle commands, LLM docs routes, available-skill isolation, positive board-claim coverage, and interactive `connect` prompt-flow tests. - Added a schema-backed `/api/openapi.json` route sufficient for CLI parity and `paperclipai openapi --json` smoke coverage. - Added `doc/logs/2026-05-24-cli-api-parity-e2e-log.md` with the detailed living test/bug log and renamed the log directory from `doc/bugs` to `doc/logs`. - Added `doc/plans/2026-05-23-cli-api-parity.md` and the OpenAPI parity reference used during the pass. OpenAPI note: this PR intentionally does not try to subsume `feature/openapi-spec`. The OpenAPI implementation here is schema-backed and better than the earlier route-inventory stub, but `feature/openapi-spec` is the fuller/better OpenAPI branch because it includes exact mounted-route coverage tests and additional current route coverage. That branch should stay as its own PR and can supersede this OpenAPI route implementation. ## Verification Targeted automated checks run: - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/board-claim.test.ts` - `pnpm exec vitest run cli/src/__tests__/connect.test.ts` - `pnpm exec vitest run cli/src/__tests__/agent-lifecycle.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-database.test.ts` - `pnpm exec vitest run server/src/__tests__/routines-service.test.ts` - `pnpm --dir cli typecheck` - `pnpm --dir server typecheck` Manual/local E2E verification: - Ran the full disposable local-source CLI/API parity pass with isolated `PAPERCLIP_HOME`, `PAPERCLIP_CONFIG`, `PAPERCLIP_CONTEXT`, `PAPERCLIP_AUTH_STORE`, `CODEX_HOME`, and `CLAUDE_HOME` under `tmp/cli-api-parity`. - Verified `DATABASE_URL` and `DATABASE_MIGRATION_URL` stayed unset for the scratch server. - Verified live health and schema-backed OpenAPI responses on non-default port `3197`. - Revoked created board/agent tokens and cleaned up temporary plugins, secrets, non-default environments, and project workspaces. - See `doc/logs/2026-05-24-cli-api-parity-e2e-log.md` for the full command-by-command reproduction log. Not run: - Full `pnpm test`, `pnpm test:run`, or `pnpm build` were not run after the entire branch because the branch is broad and the parity pass used focused test/typecheck verification plus live isolated CLI reruns. ## Risks - This is a broad PR and touches many CLI command modules, so review surface is high. The changes are grouped around one theme, but a split may be easier if maintainers prefer narrower PRs. - The OpenAPI route in this PR is not the final/best OpenAPI implementation. `feature/openapi-spec` has stronger exact-route coverage and should remain the source for the dedicated OpenAPI PR. - The living log is intentionally detailed and large. It is useful for reproducibility but adds documentation weight. - No UI changes are intended; screenshots are not applicable. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent in Codex desktop. Exact served model/context-window identifier was not exposed in the local app. Work used shell/Git/GitHub CLI tooling, local source inspection, targeted test execution, and live isolated Paperclip CLI/API smoke 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Devin Foley <devin@devinfoley.com>	2026-06-02 17:13:29 -07:00
DottaandPaperclip	9aea3e3d35	[codex] Add resource membership controls (#6677 ) ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex coding agent, tool-enabled shell/git workflow, context window not exposed by runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-25 13:12:41 -05:00
Dotta Paperclip Claude Opus 4.7 CodexCoder	ece8a51e22	[codex] Bundle local branch fixes from PAP-10032 (#6604 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - This branch accumulated multiple already-tested control-plane, adapter runtime, invite, workspace, plugin, and UI quality fixes on the primary Paperclip checkout. > - `origin/master` advanced while those commits were still local, so the branch needed to be preserved and reconciled before review. > - Splitting the branch commit-by-commit against the new base produced overlapping conflicts with recently merged upstream PRs. > - This pull request keeps the remaining branch as one standalone PR because the final diff is 38 files after removing screenshot artifacts, under Greptile's 100-file cap, and can be merged independently after review. > - The benefit is that none of the local work is lost, the branch is now based on current `origin/master`, and reviewers can evaluate the reconciled changes in one place. ## What Changed - Merged the local accumulated branch with current `origin/master` and resolved the invite-flow overlaps from the newer upstream companies query helper. - Preserved the local fixes for invite existing-member behavior, invite link copy fallback, reusable workspace selection, worktree auth, static SPA fallback, markdown wrapping, plugin slot registration, cloud upstream UX/server polish, project sorting, and related tests. - Removed screenshot artifacts from the PR per review request. - Kept the PR under the requested file limit: 38 files changed, with no `pnpm-lock.yaml` or `.github/workflows/` changes. ## Verification - `NODE_ENV=test pnpm exec vitest run ui/src/pages/CompanyInvites.test.tsx ui/src/pages/InviteLanding.test.tsx ui/src/pages/Projects.test.tsx ui/src/plugins/slots.test.ts ui/src/components/MarkdownBody.test.tsx server/src/__tests__/invite-accept-existing-member.test.ts server/src/__tests__/static-index-html.test.ts server/src/__tests__/execution-workspaces-service.test.ts server/src/__tests__/better-auth.test.ts server/src/__tests__/worktree-config.test.ts` - `NODE_ENV=test pnpm --filter @paperclipai/ui typecheck` - `NODE_ENV=test pnpm --filter @paperclipai/server typecheck` - Confirmed `git diff --name-only origin/master...HEAD \| wc -l` is `38`. - Confirmed no PR diff entries match `pnpm-lock.yaml`, `.github/workflows/`, or `screenshots/*`. ## Risks - Medium review risk because this is a bundled rescue PR rather than several narrow feature PRs. - Invite flow and company cache behavior overlapped with newer upstream changes; the merge resolution intentionally keeps the shared `companiesListQueryOptions` helper while preserving local existing-member invite behavior. - Visual review evidence is no longer attached in-repo because screenshots were removed from this PR per review request. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, with repository tool access, terminal execution, and git/GitHub CLI operations. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] UI screenshots were intentionally removed from this PR per review request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> Co-authored-by: CodexCoder <codexcoder@paperclip.local>	2026-05-25 07:25:26 -05:00
DottaandPaperclip	38c185fb8b	[codex] Add agent permissions and controls plan (#6386 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs \| wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell, git, 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-22 08:12:52 -05:00
DottaandPaperclip	c91a062326	[codex] Runtime control-plane fixes (#6380 ) ## Thinking Path > - Paperclip orchestrates AI agents through a server-side control plane > - That control plane depends on reliable issue state transitions, plugin lifecycle behavior, import limits, and startup/shutdown handling > - Several small runtime fixes had accumulated on the working branch and were mixed with larger feature work > - Keeping them separate makes the correctness fixes reviewable and mergeable without waiting for cloud-sync UI work > - This pull request groups the server/runtime control-plane fixes into one standalone branch > - The benefit is a tighter, safer runtime baseline for retries, imports, plugin migrations, feedback flushing, and trusted cloud import handling ## What Changed - Fixed updated issue list pagination sorting and scheduled retry comment handling. - Re-applied pending plugin migrations during hot reload and fixed plugin-schema worktree seed restore. - Hardened public tenant DB startup, portable import body limits, trusted cloud import errors, and trusted cloud tenant import mutation access. - Expired stale request confirmations after user comments. - Added feedback export shutdown hardening so database-unavailable flush loops stop cleanly. - Guarded plugin worker `error` event emission when no listener is registered. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/plugin-sdk build` - `npm run install --prefix node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts server/src/__tests__/plugin-lifecycle-restart.test.ts server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/body-limits.test.ts server/src/__tests__/feedback-flush-controller.test.ts server/src/__tests__/error-handler.test.ts server/src/__tests__/board-mutation-guard.test.ts packages/db/src/backup-lib.test.ts` initially exposed local setup issues and two 5s test timeouts. - Rerun after local prereq build: `pnpm exec vitest run --testTimeout 15000 server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/feedback-flush-controller.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` passed. - Some embedded Postgres-backed tests skipped on this host because local Postgres init was unavailable. ## Risks - Runtime-touching branch: startup/shutdown and issue interaction behavior should be reviewed carefully. - The feedback export change disables repeated flush attempts only for database connection-refused failures; other upload failures still log normally. - The plugin worker error guard avoids process crashes from unhandled EventEmitter errors but may hide errors from code paths that expected an emitted listener. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-20 10:37:11 -05:00
DottaandPaperclip	b947a7d76c	[codex] Improve local plugin development workflow (#5821 ) ## Thinking Path > - Paperclip is the control plane for autonomous AI-agent companies. > - Plugins are the extension point for adding capabilities without expanding the core product surface. > - Local plugin development needed a tighter CLI-first loop so plugin authors can scaffold, run, install, inspect, and reload plugins without reaching into internal package paths. > - The server plugin install path also needed local-path handling that keeps plugin identity, dashboard routes, and development watchers coherent. > - This pull request adds the CLI scaffold/install workflow, fixes the server and SDK edge cases that blocked that loop, and updates the agent-facing plugin creation skill and docs. > - The benefit is that contributors can develop plugins from local folders with a documented, repeatable happy path. ## What Changed - Added `paperclipai plugin init` coverage and CLI wiring for local plugin scaffolding. - Improved local plugin install handling, plugin key route resolution, dashboard capability behavior, and dev watcher startup/reload behavior. - Fixed plugin SDK worker entrypoint validation for symlinked package layouts. - Added targeted tests for plugin init, server plugin authz/watcher behavior, SDK worker host validation, and the authoring smoke example. - Added a short local plugin development guide and refreshed the plugin authoring guide plus `paperclip-create-plugin` skill instructions. ## Verification - `pnpm run preflight:workspace-links && pnpm --filter @paperclipai/plugin-sdk build && pnpm --filter @paperclipai/create-paperclip-plugin typecheck && pnpm --filter paperclipai typecheck && pnpm --filter @paperclipai/plugin-sdk typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run --project paperclipai cli/src/__tests__/plugin-init.test.ts` - `pnpm exec vitest run --project @paperclipai/plugin-sdk packages/plugins/sdk/tests/worker-rpc-host.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/plugin-dev-watcher.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/plugin-routes-authz.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm --dir packages/plugins/examples/plugin-authoring-smoke-example test` - Confirmed `pnpm-lock.yaml` is not included in the PR diff. ## Risks - Medium risk: this touches plugin install routing, CLI command behavior, and the local development watcher. - Local path plugin installs execute trusted local code by design; the new docs call out that trust boundary. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled local shell and git workflow, medium reasoning effort. Context window details were not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge UI screenshots: not applicable; this PR changes CLI/server/plugin docs and tests, not board UI rendering. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-12 17:38:24 -05:00
DottaandPaperclip	3c73ed26b5	Expand plugin host surface (#5205 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The plugin system is the extension boundary for optional product capabilities > - Rich plugins need more than a worker entrypoint: they need scoped database storage, local project folders, managed agents/routines, host navigation, and reusable UI components > - The LLM Wiki work exposed those missing host surfaces while keeping plugin code outside the core control plane > - This pull request expands the core plugin host, SDK, server APIs, and UI bridge so plugins can declare and use those surfaces > - The benefit is that future plugins can integrate with Paperclip through documented, validated contracts instead of bespoke server or UI imports ## What Changed - Added plugin-managed database namespaces and migration tracking, including Drizzle schema/migration files and SQL validation for namespace isolation. - Added server support for plugin local folders, managed agents, managed routines, scoped plugin APIs, and plugin operation visibility. - Expanded shared plugin manifest/types/validators and SDK host/testing/UI exports for richer plugin surfaces. - Added reusable UI pieces for file trees, managed routines, resizable sidebars, route sidebars, and plugin bridge initialization. - Updated plugin docs and example plugins to use the expanded host and SDK surface. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/validators/plugin.test.ts server/src/__tests__/plugin-database.test.ts server/src/__tests__/plugin-local-folders.test.ts server/src/__tests__/plugin-managed-agents.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/plugin-orchestration-apis.test.ts ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx ui/src/components/ResizableSidebarPane.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed: 11 files, 67 tests. - Confirmed this PR changes 89 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. ## Risks - Medium: this expands plugin host contracts across db/shared/server/ui and includes a new core migration (`0076_useful_elektra.sql`). - The plugin database namespace validator is intentionally restrictive; plugin authors may need follow-up affordances for SQL patterns that remain blocked. - Merge this before the LLM Wiki plugin PR so the plugin can resolve the new SDK and host APIs. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub workflow. Context window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-05 07:42:57 -05:00
Devin Foley	70679a3321	Add sandbox environment support (#4415 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The environment/runtime layer decides where agent work executes and how the control plane reaches those runtimes. > - Today Paperclip can run locally and over SSH, but sandboxed execution needs a first-class environment model instead of one-off adapter behavior. > - We also want sandbox providers to be pluggable so the core does not hardcode every provider implementation. > - This branch adds the Sandbox environment path, the provider contract, and a deterministic fake provider plugin. > - That required synchronized changes across shared contracts, plugin SDK surfaces, server runtime orchestration, and the UI environment/workspace flows. > - The result is that sandbox execution becomes a core control-plane capability while keeping provider implementations extensible and testable. ## What Changed - Added sandbox runtime support to the environment execution path, including runtime URL discovery, sandbox execution targeting, orchestration, and heartbeat integration. - Added plugin-provider support for sandbox environments so providers can be supplied via plugins instead of hardcoded server logic. - Added the fake sandbox provider plugin with deterministic behavior suitable for local and automated testing. - Updated shared types, validators, plugin protocol definitions, and SDK helpers to carry sandbox provider and workspace-runtime contracts across package boundaries. - Updated server routes and services so companies can create sandbox environments, select them for work, and execute work through the sandbox runtime path. - Updated the UI environment and workspace surfaces to expose sandbox environment configuration and selection. - Added test coverage for sandbox runtime behavior, provider seams, environment route guards, orchestration, and the fake provider plugin. ## Verification - Ran locally before the final fixture-only scrub: - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` - Ran locally after the final scrub amend: - `pnpm vitest run server/src/__tests__/runtime-api.test.ts` - Reviewer spot checks: - create a sandbox environment backed by the fake provider plugin - run work through that environment - confirm sandbox provider execution does not inherit host secrets implicitly ## Risks - This touches shared contracts, plugin SDK plumbing, server runtime orchestration, and UI environment/workspace flows, so regressions would likely show up as cross-layer mismatches rather than isolated type errors. - Runtime URL discovery and sandbox callback selection are sensitive to host/bind configuration; if that logic is wrong, sandbox-backed callbacks may fail even when execution succeeds. - The fake provider plugin is intentionally deterministic and test-oriented; future providers may expose capability gaps that this branch does not yet cover. ## Model Used - OpenAI Codex coding agent on a GPT-5-class backend in the Paperclip/Codex harness. Exact backend model ID is not exposed in-session. Tool-assisted workflow with shell execution, file editing, git history inspection, and local 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-04-24 12:15:53 -07:00
Devin Foley	e4995bbb1c	Add SSH environment support (#4358 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The environments subsystem already models execution environments, but before this branch there was no end-to-end SSH-backed runtime path for agents to actually run work against a remote box > - That meant agents could be configured around environment concepts without a reliable way to execute adapter sessions remotely, sync workspace state, and preserve run context across supported adapters > - We also need environment selection to participate in normal Paperclip control-plane behavior: agent defaults, project/issue selection, route validation, and environment probing > - Because this capability is still experimental, the UI surface should be easy to hide and easy to remove later without undoing the underlying implementation > - This pull request adds SSH environment execution support across the runtime, adapters, routes, schema, and tests, then puts the visible environment-management UI behind an experimental flag > - The benefit is that we can validate real SSH-backed agent execution now while keeping the user-facing controls safely gated until the feature is ready to come out of experimentation ## What Changed - Added SSH-backed execution target support in the shared adapter runtime, including remote workspace preparation, skill/runtime asset sync, remote session handling, and workspace restore behavior after runs. - Added SSH execution coverage for supported local adapters, plus remote execution tests across Claude, Codex, Cursor, Gemini, OpenCode, and Pi. - Added environment selection and environment-management backend support needed for SSH execution, including route/service work, validation, probing, and agent default environment persistence. - Added CLI support for SSH environment lab verification and updated related docs/tests. - Added the `enableEnvironments` experimental flag and gated the environment UI behind it on company settings, agent configuration, and project configuration surfaces. ## Verification - `pnpm exec vitest run packages/adapters/claude-local/src/server/execute.remote.test.ts packages/adapters/cursor-local/src/server/execute.remote.test.ts packages/adapters/gemini-local/src/server/execute.remote.test.ts packages/adapters/opencode-local/src/server/execute.remote.test.ts packages/adapters/pi-local/src/server/execute.remote.test.ts` - `pnpm exec vitest run server/src/__tests__/environment-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts` - `pnpm exec vitest run ui/src/lib/new-agent-hire-payload.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - `pnpm -r typecheck` - `pnpm build` - Manual verification on a branch-local dev server: - enabled the experimental flag - created an SSH environment - created a Linux Claude agent using that environment - confirmed a run executed on the Linux box and synced workspace changes back ## Risks - Medium: this touches runtime execution flow across multiple adapters, so regressions would likely show up in remote session setup, workspace sync, or environment selection precedence. - The UI flag reduces exposure, but the underlying runtime and route changes are still substantial and rely on migration correctness. - The change set is broad across adapters, control-plane services, migrations, and UI gating, so review should pay close attention to environment-selection precedence and remote workspace lifecycle behavior. ## Model Used - OpenAI Codex via Paperclip's local Codex adapter, GPT-5-class coding model with tool use and code execution in the local repo workspace. The local adapter does not surface a more specific public model version string in this branch workflow. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-04-23 19:15:22 -07:00
DottaandPaperclip	f98c348e2b	[codex] Add issue subtree pause, cancel, and restore controls (#4332 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - This branch extends the issue control-plane so board operators can pause, cancel, and later restore whole issue subtrees while keeping descendant execution and wake behavior coherent. > - That required new hold state in the database, shared contracts, server routes/services, and issue detail UI controls so subtree actions are durable and auditable instead of ad hoc. > - While this branch was in flight, `master` advanced with new environment lifecycle work, including a new `0065_environments` migration. > - Before opening the PR, this branch had to be rebased onto `paperclipai/paperclip:master` without losing the existing subtree-control work or leaving conflicting migration numbering behind. > - This pull request rebases the subtree pause/cancel/restore feature cleanly onto current `master`, renumbers the hold migration to `0066_issue_tree_holds`, and preserves the full branch diff in a single PR. > - The benefit is that reviewers get one clean, mergeable PR for the subtree-control feature instead of stale branch history with migration conflicts. ## What Changed - Added durable issue subtree hold data structures, shared API/types/validators, server routes/services, and UI flows for subtree pause, cancel, and restore operations. - Added server and UI coverage for subtree previewing, hold creation/release, dependency-aware scheduling under holds, and issue detail subtree controls. - Rebased the branch onto current `paperclipai/paperclip:master` and renumbered the branch migration from `0065_issue_tree_holds` to `0066_issue_tree_holds` so it no longer conflicts with upstream `0065_environments`. - Added a small follow-up commit that makes restore requests return `200 OK` explicitly while keeping pause/cancel hold creation at `201 Created`, and updated the route test to match that contract. ## Verification - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `cd server && pnpm exec vitest run src/__tests__/issue-tree-control-routes.test.ts src/__tests__/issue-tree-control-service.test.ts src/__tests__/issue-tree-control-service-unit.test.ts src/__tests__/heartbeat-dependency-scheduling.test.ts` - `cd ui && pnpm exec vitest run src/components/IssueChatThread.test.tsx src/pages/IssueDetail.test.tsx` ## Risks - This is a broad cross-layer change touching DB/schema, shared contracts, server orchestration, and UI; regressions are most likely around subtree status restoration or wake suppression/resume edge cases. - The migration was renumbered during PR prep to avoid the new upstream `0065_environments` conflict. Reviewers should confirm the final `0066_issue_tree_holds` ordering is the only hold-related migration that lands. - The issue-tree restore endpoint now responds with `200` instead of relying on implicit behavior, which is semantically better for a restore operation but still changes an API detail that clients or tests could have assumed. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent in the Paperclip Codex runtime (GPT-5-class tool-using coding model; exact deployment ID/context window is not exposed inside 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [ ] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-23 14:51:46 -05:00
DottaandPaperclip	9c6f551595	[codex] Add plugin orchestration host APIs (#4114 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The plugin system is the extension path for optional capabilities that should not require core product changes for every integration. > - Plugins need scoped host APIs for issue orchestration, documents, wakeups, summaries, activity attribution, and isolated database state. > - Without those host APIs, richer plugins either cannot coordinate Paperclip work safely or need privileged core-side special cases. > - This pull request adds the plugin orchestration host surface, scoped route dispatch, a database namespace layer, and a smoke plugin that exercises the contract. > - The benefit is a broader plugin API that remains company-scoped, auditable, and covered by tests. ## What Changed - Added plugin orchestration host APIs for issue creation, document access, wakeups, summaries, plugin-origin activity, and scoped API route dispatch. - Added plugin database namespace tables, schema exports, migration checks, and idempotent replay coverage under migration `0059_plugin_database_namespaces`. - Added shared plugin route/API types and validators used by server and SDK boundaries. - Expanded plugin SDK types, protocol helpers, worker RPC host behavior, and testing utilities for orchestration flows. - Added the `plugin-orchestration-smoke-example` package to exercise scoped routes, restricted database namespaces, issue orchestration, documents, wakeups, summaries, and UI status surfaces. - Kept the new orchestration smoke fixture out of the root pnpm workspace importer so this PR preserves the repository policy of not committing `pnpm-lock.yaml`. - Updated plugin docs and database docs for the new orchestration and database namespace surfaces. - Rebased the branch onto `public-gh/master`, resolved conflicts, and removed `pnpm-lock.yaml` from the final PR diff. ## Verification - `pnpm install --frozen-lockfile` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run packages/db/src/client.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-database.test.ts server/src/__tests__/plugin-orchestration-apis.test.ts server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/plugin-scoped-api-routes.test.ts server/src/__tests__/plugin-sdk-orchestration-contract.test.ts` - From `packages/plugins/examples/plugin-orchestration-smoke-example`: `pnpm exec vitest run --config ./vitest.config.ts` - `pnpm --dir packages/plugins/examples/plugin-orchestration-smoke-example run typecheck` - `pnpm --filter @paperclipai/server typecheck` - PR CI on latest head `293fc67c`: `policy`, `verify`, `e2e`, and `security/snyk` all passed. ## Risks - Medium risk: this expands plugin host authority, so route auth, company scoping, and plugin-origin activity attribution need careful review. - Medium risk: database namespace migration behavior must remain idempotent for environments that may have seen earlier branch versions. - Medium risk: the orchestration smoke fixture is intentionally excluded from the root workspace importer to avoid a `pnpm-lock.yaml` PR diff; direct fixture verification remains listed above. - Low operational risk from the PR setup itself: the branch is rebased onto current `master`, the migration is ordered after upstream `0057`/`0058`, and `pnpm-lock.yaml` is not in the final diff. > 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`. Roadmap checked: this work aligns with the completed Plugin system milestone and extends the plugin surface rather than duplicating an unrelated planned core feature. ## Model Used - OpenAI Codex, GPT-5-based coding agent in a tool-enabled CLI environment. Exact hosted model build and context-window size are not exposed by the runtime; reasoning/tool use were enabled for repository inspection, editing, testing, git operations, and PR creation. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots (N/A: no core UI screen change; example plugin UI contract is covered by tests) - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-20 08:52:51 -05:00
DottaandPaperclip	d8b63a18e7	[codex] Add access cleanup and user profile page (#4088 ) ## Thinking Path > - Paperclip is moving from a solo local operator model toward teams supervising AI-agent companies. > - Human access management and human-visible profile surfaces are part of that multiple-user path. > - The branch included related access cleanup, archived-member removal, permission protection, and a user profile page. > - These changes share company membership, user attribution, and access-service behavior. > - This pull request groups those human access/profile changes into one standalone branch. > - The benefit is safer member removal behavior and a first profile surface for user work, activity, and cost attribution. ## What Changed - Added archived company member removal support across shared contracts, server routes/services, and UI. - Protected company member removal with stricter permission checks and tests. - Added company user profile API, shared types, route wiring, client API, route, and UI page. - Simplified the user profile page visual design to a neutral typography-led layout. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/user-profile-routes.test.ts ui/src/pages/CompanyAccess.test.tsx --hookTimeout=30000` - `pnpm exec vitest run server/src/__tests__/user-profile-routes.test.ts --testTimeout=30000 --hookTimeout=30000` after an initial local embedded-Postgres hook timeout in the combined run. - Split integration check: merged after runtime/governance and dev-infra/backups with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: changes member removal permissions and adds a new user profile route with cross-table stats. - The profile page is a new UI surface and may need visual follow-up in browser QA. - No database migrations are included. > 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-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-20 06:10:20 -05:00
DottaandPaperclip	e89d3f7e11	[codex] Add backup endpoint and dev runtime hardening (#4087 ) ## Thinking Path > - Paperclip is a local-first control plane for AI-agent companies. > - Operators need predictable local dev behavior, recoverable instance data, and scripts that do not churn the running app. > - Several accumulated changes improve backup streaming, dev-server health, static UI caching/logging, diagnostic-file ignores, and instance isolation. > - These are operational improvements that can land independently from product UI work. > - This pull request groups the dev-infra and backup changes from the split branch into one standalone branch. > - The benefit is safer local operation, easier manual backups, less noisy dev output, and less cross-instance auth leakage. ## What Changed - Added a manual instance database backup endpoint and route tests. - Streamed backup/restore handling to avoid materializing large payloads at once. - Reduced dev static UI log/cache churn and ignored Node diagnostic report captures. - Added guarded dev auto-restart health polling coverage. - Preserved worktree config during provisioning and scoped auth cookies by instance. - Added a Discord daily digest helper script and environment documentation. - Hardened adapter-route and startup feedback export tests around the changed infrastructure. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run packages/db/src/backup-lib.test.ts server/src/__tests__/instance-database-backups-routes.test.ts server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/adapter-routes.test.ts server/src/__tests__/dev-runner-paths.test.ts server/src/__tests__/health-dev-server-token.test.ts server/src/__tests__/http-log-policy.test.ts server/src/__tests__/vite-html-renderer.test.ts server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/better-auth.test.ts` - Split integration check: merged after the runtime/governance branch and before UI branches with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches server startup, backup streaming, auth cookie naming, dev health checks, and worktree provisioning. - Backup endpoint behavior depends on existing board/admin access controls and database backup helpers. - No database migrations are included. > 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-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-20 06:08:55 -05:00
Dotta dotta Paperclip Claude Opus 4.6	b9a80dcf22	feat: implement multi-user access and invite flows (#3784 ) ## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - V1 needs to stay local-first while also supporting shared, authenticated deployments. > - Human operators need real identities, company membership, invite flows, profile surfaces, and company-scoped access controls. > - Agents and operators also need the existing issue, inbox, workspace, approval, and plugin flows to keep working under those authenticated boundaries. > - This branch accumulated the multi-user implementation, follow-up QA fixes, workspace/runtime refinements, invite UX improvements, release-branch conflict resolution, and review hardening. > - This pull request consolidates that branch onto the current `master` branch as a single reviewable PR. > - The benefit is a complete multi-user implementation path with tests and docs carried forward without dropping existing branch work. ## What Changed - Added authenticated human-user access surfaces: auth/session routes, company user directory, profile settings, company access/member management, join requests, and invite management. - Added invite creation, invite landing, onboarding, logo/branding, invite grants, deduped join requests, and authenticated multi-user E2E coverage. - Tightened company-scoped and instance-admin authorization across board, plugin, adapter, access, issue, and workspace routes. - Added profile-image URL validation hardening, avatar preservation on name-only profile updates, and join-request uniqueness migration cleanup for pending human requests. - Added an atomic member role/status/grants update path so Company Access saves no longer leave partially updated permissions. - Improved issue chat, inbox, assignee identity rendering, sidebar/account/company navigation, workspace routing, and execution workspace reuse behavior for multi-user operation. - Added and updated server/UI tests covering auth, invites, membership, issue workspace inheritance, plugin authz, inbox/chat behavior, and multi-user flows. - Merged current `public-gh/master` into this branch, resolved all conflicts, and verified no `pnpm-lock.yaml` change is included in this PR diff. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx` - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/workspace-runtime-service-authz.test.ts server/src/__tests__/access-validators.test.ts` - `pnpm exec vitest run server/src/__tests__/authz-company-access.test.ts server/src/__tests__/routines-routes.test.ts server/src/__tests__/sidebar-preferences-routes.test.ts server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/openclaw-invite-prompt-route.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts server/src/__tests__/routines-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts ui/src/pages/CompanyAccess.test.tsx` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm db:generate` - `npx playwright test --config tests/e2e/playwright.config.ts --list` - Confirmed branch has no uncommitted changes and is `0` commits behind `public-gh/master` before PR creation. - Confirmed no `pnpm-lock.yaml` change is staged or present in the PR diff. ## Risks - High review surface area: this PR contains the accumulated multi-user branch plus follow-up fixes, so reviewers should focus especially on company-boundary enforcement and authenticated-vs-local deployment behavior. - UI behavior changed across invites, inbox, issue chat, access settings, and sidebar navigation; no browser screenshots are included in this branch-consolidation PR. - Plugin install, upgrade, and lifecycle/config mutations now require instance-admin access, which is intentional but may change expectations for non-admin board users. - A join-request dedupe migration rejects duplicate pending human requests before creating unique indexes; deployments with unusual historical duplicates should review the migration behavior. - Company member role/status/grant saves now use a new combined endpoint; older separate endpoints remain for compatibility. - Full production build was not run locally in this heartbeat; CI should cover the full matrix. ## Model Used - OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use environment. Exact deployed model identifier and context window were not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note on screenshots: this is a branch-consolidation PR for an already-developed multi-user branch, and no browser screenshots were captured during this heartbeat. --------- Co-authored-by: dotta <dotta@example.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-17 09:44:19 -05:00

1 2