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Author	SHA1	Message	Date
DottaandPaperclip	018993140f	feat: let agents name prompt-only tasks (#14761 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users create tasks with a title and a description. > - A required title adds work when the prompt already explains the request. > - An agent can name the task once it reads that request. > - This pull request accepts prompt-only tasks and starts them with a short prompt slice. > - A scoped title tool lets the assigned agent replace that slice early without changing execution state. > - A live browser eval checks the real agent call, saved title, audit entry, and preservation of user titles. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: task creation, shared contracts, database, server, runner tools, and board UI. Problem or motivation Users must currently write a title before they can submit a detailed task prompt. The agent has enough context to write a useful title itself. Proposed solution Make the title optional when a description is present. Save the first 120 characters of the normalized prompt as a provisional title. Ask the assigned agent to call `set_task_title` early. Use an atomic provisional-title guard to preserve titles supplied or edited by users. Keep explicit titles supported. Related: #14543 and #14556 concern empty-title submission. This change intentionally enables that submission when a prompt is present, instead of requiring a title. ## What Changed - Add the `titleNeedsGeneration` field with an idempotent migration. Keep existing titles unchanged. - Add `PUT /api/issues/:id/title` and the native and legacy `set_task_title` tool. Enforce company access, active-run ownership, shared, bounded retry receipts across native/HTTP calls, and transactional audit logging. Refresh external-object links after commit, with the same feature gate and plugin detectors as ordinary title edits. - Add early naming guidance in Standard, Ask, and Plan task context. Preserve the description, status, and assignment. - Allow prompt-only root and child task creation, plus draft restoration in the New Task dialog. Keep user titles supported. - Add an opt-in Product E2E suite for prompt-only Standard and Ask tasks, plus an explicit-title control. It checks actual provider calls within the first five tools, persisted state, audit attribution, and the reloaded UI. - Preserve a closed vocabulary of API key maintenance phrases in declared prose while rejecting opaque credential suffixes. Add one bounded naming retry after wording is rejected, without treating the rejected call as a saved title. - Repair the native cleanup receipt check exposed during full verification: accept matching input digests, retain legacy input checks, and reject conflicting receipts. ## Verification - Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: 3/3 passed with native Codex `gpt-5.4-mini`, first attempts only, automatic retries disabled. Standard and Ask each saved “Rotate expired API key” on their first tool call, with matching persisted state and a single same-run audit entry. The explicit-title control retained its user title with zero title writes. All three verified the reloaded browser UI. - Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns are retained separately; they exposed credential-prose handling and prompted the naming recovery fix. No failed result was regraded or deleted. - Reproduce with `pnpm test:e2e:runner -- --id task-titles.runner-codex-mini.local.prompt-title-standard --id task-titles.runner-codex-mini.local.prompt-title-ask --id task-titles.runner-codex-mini.local.preserve-explicit-title --max-automatic-retries 0` and an authorized provider key. - Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit. The runner build used the configured external eval source tree. - Product E2E unit suite: 61 files, 818 tests passed; E2E typecheck and UI token gates passed. - Title API/native regressions cover prompt-only and explicit child creation, user edits, ownership/company isolation, external reference refresh, cross-surface retry replay, and the 64-key limit without receipt eviction. All passed. Prompt-context coverage: 44 tests passed. - Rust credential regressions: 35 tests passed, including benign maintenance qualifiers and opaque credential rejection in every declared prose field. Catalog/report reconciliation: 28 tests passed. Native recovery: 560 tests passed. - Broad local `pnpm test:run`: 14,555 tests passed in the general server group; two suites failed to initialize embedded PostgreSQL and the existing 40,000-file Git streaming stress test exceeded its 300-second macOS timeout. All three suites then passed in isolation (5 tests passed) without code or timeout changes. The original full local command exited nonzero and is not being represented as a clean full run. - Latest-head GitHub checks are green: 53 passed, 4 skipped, zero failed or pending, including all test shards and the canary packaging dry run. Greptile reviewed the same commit at 5/5, with zero unresolved review threads. ## Risks - The additive database field must reach the server and UI together. The migration uses `IF NOT EXISTS` and defaults existing tasks to a final title. - Title generation depends on the assigned agent running. Tasks without a run keep their provisional title. - Live qualification covers the native Codex path in Standard and Ask modes. API/legacy and Plan behavior have deterministic coverage. - The credential-prose exception validates the entire suffix against a closed maintenance vocabulary. Unknown suffixes, assignments, quoted values, credential prefixes, and diagnostics retain strict checks. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact deployment ID and context window are not exposed in this session. The live eval uses the native Codex `gpt-5.4-mini` profile. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 16:48:24 -05:00
DottaandPaperclip	d432dc7fa3	Add GitHub-synced skill sources (#14713 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company skills supply instructions and files to those agents. > - GitHub imports already exist, but users cannot manage repositories as skill sources. > - Repository refresh also needs caller-authorized access and complete local packages. > - This pull request adds Sources inside Skills and reuses GitHub connections from Apps. > - Installed snapshots let agents use skills without fetching GitHub during a run. > - Manual refresh preserves skill identity and leaves failed imports on their last good version. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: skills UI, server, database, shared contracts, and runtime materialization. Problem or motivation Users keep skills in GitHub repositories. They need a clear way to select, import, and refresh those skills. Existing imports do not expose repository management or consistently preserve supporting files. Proposed solution Add company-scoped skill sources. Browse repositories from all accessible GitHub connections, or paste a public repository or branch URL. Select whole skill packages, inspect included files and reference warnings, and install complete, immutable snapshots. Refresh each source manually. Alternatives considered Project repository settings hide the workflow from Skills. A second GitHub connector would duplicate credentials and grants. Upstream editing and PR creation are separate work. Roadmap alignment This implements the Skills Manager direction in ROADMAP.md. The maintainer requested this scope and reviewed the component and full-app journey stories before implementation. Related reports: Refs #10285, Refs #10949, Refs #13464. Related work: #14356, #13656, #9268. ## What Changed - Add source and entry records, an idempotent migration, company-scoped APIs, and legacy GitHub import adoption. - Reuse current caller grants and credential refresh. Combine and deduplicate repository inventories across accessible connections. Pasted public URLs also prefer the active user’s authorized connections. Tokens stay in the Git child environment, never argv or disk. - Fetch a shallow Git snapshot at one immutable commit. Scan the full local tree, including hidden and nested folders. Read Git objects without checkout or archive transformations and enforce nested package boundaries. - Bound Git downloads to 128 MiB and three minutes. Cancel active process groups and remove incomplete downloads. Preserve cancellation and deadlines while progress drains; close stalled HTTP progress streams after 30 seconds. Reuse caller-scoped temporary snapshots for preview/import after reauthorization. - Index repository package boundaries once and cap expanded work at 1,000 packages, 10,000 files, and 100 MiB, including repeated copies of shared blobs. Bound path depth and the shared path index. Discovery keeps audited manifests without retaining all package bodies. - Resolve moving branches before fetching so unchanged discovery reuses caller-scoped snapshots. Limit active scans, scan frequency, and new downloads per caller and company; quotas apply before metadata reads and across connections, and cached scans do not consume the download quota. - Store complete versions with script content, binary bytes, and executable modes. Preserve these through copies, runtime caches, and runner packaging. - Stage downloads before publication. Use source leases, revision checks, and transactional activity records. Keep installed versions after failures, upstream deletion, deselection, and disconnect. - Add the approved import flow, Sources page, selection tree, provenance, read-only Studio behavior, and saved return from GitHub setup. - Add package manifests, commit-pinned file previews, and separate runtime requirements and reference warnings. Supporting files are included together; nested skills remain independently selectable. Preview requests reauthorize the caller and re-audit package content. - Show installed skills as compact links beneath each source. Repository titles open GitHub. Keep Refresh, Select skills, and Disconnect source in a three-dot menu. Source rows omit the branch, imported count, and refresh timestamp; action alignment and repository titles work at narrow widths. - Stream discovery metadata over an opt-in NDJSON response. Show measured Git download progress and real package/file counts, animate newly checked skills, support cancellation, and require a complete scan before selection. Keep the existing JSON API. - Retain component stories and add a separate full-app journey story group. Include fixed progress states and interactive scan, large-repository, interruption, and saving stories. - Update Skills documentation and product contracts. Suppress private GitHub skill references in telemetry. Privacy review requested for the telemetry changes. ## Verification - Local repository typecheck, full build, token gates, and Storybook build passed during this work. Focused transport, authorization, scanner, persistence, route, and UI tests pass. The final UI refinement passes all eight focused UI tests, UI typecheck/build, and token gates. The scanner resource and repeated-discovery fixes pass 132 focused scanner, transport, authorization, source-service, route, and rate-limit tests, plus server typecheck/build. Full-suite verification comes from CI; the older full local Vitest run was stopped after unrelated chat failures and a font-test failure, all of which passed in fresh focused runs. At commit `1098d5996`, all 54 active checks pass; two optional Storybook jobs are skipped. CI covers repository typecheck, build, the full test suites, browser shards, and the canary dry run. Greptile is 5/5 with no open findings; the security scan also passes. - Adversarial scanner tests verify repeated-blob byte accounting with and without declared sizes, package/file/path caps, one-time repository indexing, metadata-only discovery audits, and nested package boundaries. Additional tests cover branch movement, snapshot reuse, caller/company quotas, isolation across connections, active-lease cleanup, quota recovery, and rejection before any metadata API call. - Real Git tests verify hidden paths, exact binary bytes, executable modes, export-ignore preservation, symlink/submodule reporting, pinned commits, caller-scoped cache reuse, cancellation, cleanup, and credential isolation. Regression tests hold both download slots with permanently blocked progress callbacks, verify timeout/cancellation cleanup and retry, and exercise HTTP backpressure cancellation. Access tests cover automatic public-URL connection selection and revoked grants. Database tests verify company and grant audiences. - Live isolated browser test: the public `anthropics/skills` scan now completes and discovers all 20 skills without connecting an account. Imported canvas-design with all 83 files, opened it from Sources, and verified the installed binary-font preview/download control. Package previews also expose the complete file inventory before import. Cancelled an active Git download and retried successfully to all 20 discovered skills; the browser displayed measured download progress. The current audits reject four other packages; eligible selections remain importable. - Browser checks verify the simplified source rows at desktop and narrow widths, keyboard navigation into the actions menu, Refresh from the menu, selection, and fixture disconnect with installed skills retained. Storybook includes a menu-open checkpoint and a 320px layout. - Storybook includes receiving/preparing download checkpoints and a timed full-app import journey, plus cancellation, retry, large-repository, and saving states. Streaming tests cover split UTF-8 frames, incomplete streams, late responses, cross-company requests, HTTP errors, and JSON compatibility. - Earlier live acceptance on this PR imported `stitch-skill` with `DESIGN.md`, assigned it to an agent, disconnected its source, and ran a successful Studio test that read both installed files. An editable copy changed independently. Both Skills variants, mobile selection, and return from GitHub setup were exercised. - Private access, revoked credentials, OAuth success return, binary/script preservation, concurrent refresh, transaction rollback, version pins, and legacy adoption have automated coverage. A real private-repository OAuth grant was not created during this test. ## Risks - The migration groups recognizable legacy imports without provider calls. Their first successful refresh completes the local package snapshot. - Reference checks are advisory. They cover Markdown links and explicit relative resource paths, not arbitrary runtime dependency graphs. Preview text is capped at 64 KiB; imported bytes remain complete. - Git must be installed on the server. Shallow fetches still download the branch snapshot, including files outside selected packages. Downloads have size/time/concurrency limits. Temporary caches are bounded and caller-scoped. GitHub API quota still applies to repository metadata and the connection picker; content no longer uses per-file API requests. Failed scans retain installed content. - Sources depend on the current caller's GitHub access. A saved connection does not grant access to another person's token. - GitHub script support and immediate manual refresh are explicit maintainer-approved requirements. The operator trusts the selected repository and accepts upstream script and executable-mode changes on refresh. Static audits are not a sandbox or a guarantee of safe code; agents may later invoke installed helpers under their runtime permissions. Import and refresh do not execute scripts, hooks, package installation, or builds. Raw URL and skills.sh imports keep their prior script restrictions. - Source originals remain read-only. Refresh affects subsequent unpinned runs; explicit pins and active runs retain their versions. - The telemetry change removes source-managed GitHub identifiers from skill-reference events. It introduces no event or field. Please review the privacy boundary. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser tools. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 13:32:58 -05:00
DottaandPaperclip	3c561642b4	fix(chat): resolve approvals and preserve unanswered questions (#14613 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask for decisions and optional details through cards in chat. > - A clear approval in a message can leave the matching card pending. > - An unanswered question can also block an unrelated later reply. > - Decisions need a saved source message, while optional questions need to remain answerable in history. > - This pull request records conversational decisions and lets users move on from questions and answer them later. ## Linked Issues or Issue Description What happened? Native Claude and Codex could act on approval in chat while the original approval card stayed pending. Pending question forms stayed above the composer, were absent from history, and could suppress later chat replies. A late native question answer could wait for a finished run to reconnect. Expected behavior The active agent records a clear approval or refusal against the exact card and user message. Ambiguous replies do not grant consent. Users can send another message without answering a question. The question remains pending in history and can be reopened and answered later. The saved answer reaches the agent. Steps to reproduce 1. Ask an agent to propose work with a confirmation card, then approve it in chat. 2. Check that the original card records that approval before work starts. 3. Ask an interactive question, send an unrelated message, and reload. 4. Open the unanswered question from history and submit an answer. Related work: #14408 added completion delivery. #14607 tests completion reporting turns. Neither records conversational answers on approval cards. ## What Changed - Add a confirmation endpoint backed by a user comment, with schema validation, OpenAPI discovery, and native Plan-mode access. Ask mode remains read-only. - Check company, active run, actor, current session, message provenance, revision, and resolver policy. Save the decision and audit in one transaction. Retries do not repeat effects. Emit resolution telemetry after commit. - Give fresh and resumed chat turns the actual pending confirmation identities. Teach agents to save clear conversational decisions before acting and to clarify ambiguity. - Keep unanswered Agent Chat questions as compact history entries. A newer user message closes the old form. Question cards never contribute to composer pending counts or navigation, including after dismissing a fresh form. The history card is the sole reminder; clicking it restores that exact form and draft. - Preserve Agent Chat questions when later messages or questions arrive. Historical ordinary inputs no longer gate later chat replies. Current-run requests, task execution, and governed approvals keep their gates. Remove the special acknowledgement-publication proof helpers that this rule replaces. - Route answers to finished native runs through durable fresh-wake delivery, with existing idempotency and source-question context. Settle late replies against contiguous completed conversation turns and freeze their history replay; failed, unhandled, and newly arriving messages remain actionable. - Add real-component Storybook scenarios, database and UI regressions, and a three-turn native Claude/Codex E2E case. Capture distinct, UI-ready screenshots and report the individual assertions. ## Verification - Focused decision/publication/UI regressions after merging master: 288 passed; subsequent UI draft, failed-send, and conversation checks: 199 passed. - Native question and durable delivery regressions: 106 passed, including all four terminal run states and exactly-once late delivery. Seven targeted regressions fail against the original implementation and pass with the fix. - Latest conversation/decision/native-delivery regressions after the master merge: 121 passed. Covers completed progress, missing or failed intervening turns, new messages during a late reply, stale sessions, and frozen retry/replay boundaries. Four new assertions fail before the ordering fix. - E2E support suite after the master merge: 792 passed. Negative controls reject expired cards, wrong questions/answers, stale or missing replies, unrelated clarification forms, and unexpected tasks. - The embedded-browser walkthrough caught one additional defect: dismissing a fresh question still showed a composer badge. Both Cancel and close-button regressions failed before the fix. The fix at `65f2ade12` passes 170 chat-thread tests and 792 E2E support tests. After merging master, 232 chat-thread/confirmation tests, server/UI typechecks, and token gates pass. The preview and two-provider live E2E pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at that commit. All 55 checks are now successful at `e5512a206` (four conditional checks skipped), including the aggregate verification gate and clean-install canary test. The first attempt was interrupted by simultaneous CI worker shutdowns; one failed-job rerun passed without code changes. - [Published Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on): nine real-component scenarios. Manually exercised move on, reopen, preserve draft, answer later, answer one of multiple questions, and a custom mobile answer in the embedded browser. Retested fresh Cancel and close-button dismissal in the updated build, then reopened and submitted the preserved Green selection and inspected its answered receipt. Static preview has no live model/backend; its callbacks are fixture responses. - [First live campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/) reproduced the late-answer completion-state defect on both providers despite correct saved answers and acknowledgements. It also exposed a valid imperative clarification rejected by the old oracle. Both issues are fixed with regression controls; this failing run is retained as evidence. - [Four-cell qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/) passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous confirmation, each on native Claude and Codex. Inspected saved state, source-message decisions, visible cards, and agent replies. Both late-answer chats settled to waiting; no unrequested tasks were created. [Final branch rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/) passed 2/2 at `142630720`: the same unanswered-question journey after merging master, plus an additional screenshot and browser assertion for the actual late-answer acknowledgement. - [Composer-reminder E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/) passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each, with explicit no-badge assertions before and after reload. Inspected saved pending/answered state, both screenshots with a clear composer, and actual Blue acknowledgements; all five behavioral matchers passed per provider and neither created tasks. Cost coverage is partial; this is bounded workflow qualification. - [Fresh-dismissal E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/) passed 2/2 at `e5512a206`: native Claude and Codex, including fresh Cancel, clear composer, reopen, unrelated message, reload, late Blue answer, and actual agent acknowledgement. All five behavioral matchers pass per provider. Inspected the fresh-dismissal screenshots and saved pending/answered identity; neither created tasks. Cost coverage is partial (4/6 runs). - Prior evidence remains available in [the earlier campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/). Its early loading screenshot and overwritten final capture prompted the UI-ready, distinct screenshot fixes. ## Risks - The model interprets intent. The server verifies permission and provenance; it does not infer consent from text. Ambiguous and unrelated replies are not approvals. - Historical questions can accumulate. They remain visible, pending, and answerable; no automatic answer or expiry is invented. - The change to completion gates is scoped to Agent Chat and ordinary historical inputs. Current-turn and governed approvals retain their existing controls. - Live qualification is limited to the selected stories. Broader native onboarding finalization remains separate work. - No database migration. Telemetry adds no fields or values; the contract and README document the commit boundary. Privacy review was requested on the PR. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser-test orchestration. The exact model ID and context-window size are not exposed to this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 11:46:46 -05:00
DottaandPaperclip	a36cbffa9e	fix(connections): broaden natural-language and aggregator search (#14725 ) ## Thinking Path > - Paperclip manages agents and the services they need for work. > - Agents use connection search to discover a setup path before they request access. > - Tool-only filtering hid channel and AI methods from this search. > - Requiring every query word to match rejected normal task descriptions. > - A small aggregator index also omitted supported apps such as Circleback. > - This pull request broadens retrieval and returns purpose-specific setup guidance. > - Agents can choose a relevant result while existing access and provider-choice checks still apply. ## Linked Issues or Issue Description What happened? A search such as “AgentMail create an email address and manage an agent mailbox” returned no usable result. “Help me find tools for circle back” also missed Composio's supported Circleback toolkit. Queries longer than 200 characters failed validation. Expected behavior Return useful native and verified aggregator matches from natural-language queries. Include channel/email methods when Chat connectors is enabled. Identify each method's purpose and the correct setup path. Steps to reproduce Use the queries above with `connections_search` from an active task. Enable Chat connectors for the AgentMail case. The regression suite reproduces these misses before the change. Related routing work: #13941. This change does not change the runner failure path or add channel setup to tool-only connection cards. ## What Changed - Rank name and capability matches. Accept extra words, split names, small spelling errors, and queries up to 4,000 characters. - Include tool, channel/email, and AI methods. Return company-prefix setup links for channel and AI flows. - Add a dated snapshot of 1,583 official Composio toolkit names and a refresh script. Merge duplicate MCP variants for search and link each support claim to official evidence. - Find authorized indexed aggregator namespaces within longer queries. Return multiple app matches when the agent needs to choose. - Prefer exact app names over fuzzy matches for other apps; retain existing AI readiness. - Preserve native preference, company and identity boundaries, administrative denials, and saved provider consent. - Add relevance and database regressions, extend native tool-authority coverage, and document search behavior. ## Verification - Red: 15 new assertions failed against the previous implementation; the existing baseline passed. Added red-green regressions for Motion versus fuzzy Notion and existing AI access during review. A further regression covers mixed ready/unconfigured AI results and their per-result setup guidance. - Green: all 103 tests in the eight focused shared, database, runtime-tool, fixture, and route suites pass on the latest commit. - `pnpm -r typecheck` and `pnpm build` passed. - Latest-commit CI passed: 54 successful checks and two skipped checks, including the full test matrix, browser E2E, typecheck, build, and canary dry run. - The long local `pnpm test:run` attempt began before the review fixes and retained transformed pre-fix search code; it also hit an unrelated timing failure. Fresh serial reruns of the affected search suites and three timeout cases passed all 124 tests. Parallel local route shards hit two additional database setup timeouts; both suites passed all 17 tests on a fresh serial rerun. The complete corresponding CI suites also passed. Duplicate broad local runs were stopped after CI completed. The local UI suite independently passed all 7,007 tests. - Greptile: 5/5 on `cc6a0180d`; all review findings resolved. - Browser verification passed in a disposable local instance through real process-agent search requests: AgentMail opened its setup flow with the requester selected; the saved Circleback choice produced the Composio setup card; a paragraph-length Notion query produced its setup card. No provider credentials or external accounts were created. - The browser test caught an invalid UUID-based setup URL. The fix uses the company prefix and has a regression assertion. - A 3,971-character catalog query found Circleback first in a local 10 ms spot check after sharing query preparation across the catalog scan. This is a single measurement, not a performance guarantee. ## Risks - Broader retrieval can return extra candidates. Named services rank first; agents must select the relevant method. - The public support snapshot can age. It proves catalog support, not account authorization or the availability of every requested action. - Channel and AI methods use existing setup links. The tool connection card still accepts tool methods only. - No schema, migration, credential, or runner lifecycle changes. ## Model Used OpenAI Codex (GPT-6). The session does not expose a more specific model identifier or context-window size. Used reasoning, repository search, code execution, tests, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 10:20:50 -05:00
Devin Foley	f38b5693f6	fix: always enable keyboard shortcuts (#14643 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). What existing behavior does this improve? Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. Subsystem affected Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. Current behavior Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. Proposed behavior Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. Reason and benefit Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. Breaking changes `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-29 21:28:06 -07:00
DottaandPaperclip	24beb00575	feat(runner): add rich ACP transport and durable interaction foundation (#14430 ) Add shared rich ACP transport, durable questions and permissions, verified provider packaging, and bounded activity and plan presentation. Keep Cursor, Copilot, and Pi pending their separate provider qualification. Persist interaction settlement before publication, fence failed writes until fresh recovery, and preserve owned-process cleanup. Incorporate reviewed mainline integration with extended harness coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-29 08:56:21 -05:00
DottaandFry	3ca196b0a6	feat(agents): persist agent files across tasks without revision history (#14420 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - An agent needs personal files across tasks and sessions. > - AGENTS.md is one file in that directory. Supporting files need the same persistence. > - The Instructions Editor and agent runs must share one current directory. > - Concurrent runs should apply only the files they change. The last sync of the same file wins. > - This pull request uses existing file transport and removes temporary copies after sync. > - Old instruction-only sessions keep their restore contract. New saves do not create revision history. ## Linked Issues or Issue Description Refs #14325. This replaces its revision-oriented design with persistent agent files. Keep #14325 unmerged. Transport prerequisite #14416 merged first at `d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master and remains below 100 changed files. Related work: #4513 and #8798 cover instruction tooling. This change handles run synchronization, cross-task personal files, browser editing, and old-session restoration. ## What Changed - Keep one current directory per company and agent. Point AGENT_HOME at a temporary working copy for each active run. Keep task files and provider HOME separate. - Restore text, binary files, and nested folders through workspace transport. Exclude remote agent files from task Git snapshots with a self-ignoring file inside the reserved runtime directory; never write through repository-controlled Git metadata. - Collect after the provider and child processes have stopped. Keep resumable conversation state. - Apply changed and deleted files under the agent lock. The last sync wins for the same file. Unrelated concurrent changes survive. - Remove temporary copies after successful sync, rejected sync, and staging failure. Register ownership before copying so restart recovery can remove interrupted preparation. Retry transient synchronization up to three times. Preserve the original remote lease reference until deletion succeeds; restart cleanup never acquires a replacement sandbox. Do not create captured directories or a conflict-review queue for new runs. - Keep browser editing, stale-draft protection, and streaming binary downloads. Keep the instruction entry and text editor limited to 1 MiB. - Keep historical agent-folder sync failures on their affected runs instead of repeating them above current saved instructions. Preserve legacy candidate review and current browser-save errors. Avoid duplicate quota warnings while retaining separate sync failures when they describe a different problem. - Require target-scoped caller grants for peer instruction access, while preserving self edits, responsible-user checks, and protected-change consent. - Treat full storage as a nonblocking run warning, never an agent pause or run-admission failure. Restore already-over-quota saved folders so ordinary agent cleanup can recover; warn on each run until cleanup. The run detail view shows the warning. - Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash large files as streams. Check editor-save quotas with metadata instead of hashing unrelated files. - Preserve old native inputs, instruction-only copies, paths, digests, and pending legacy candidates. Adopt old revision heads once. New writes do not append history rows. - Add idempotent migration 0287 and verify upgrades from the preview tables and receipts. - Add nine interactive stories under Agents / Persistent files, including automatic incoming edits, stale browser drafts, and storage-limit diagnostics. ## Verification - Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after merging current master and the landed transport prerequisite. Integration required no manual conflict resolution; the feature remains 99 changed files. Full workspace typecheck, production build, token gates, and 715 focused tests passed on this merge candidate. Fresh Greptile review is 5/5 with no unresolved findings. All 55 checks passed, with four conditional skips, including the build, typecheck, browser E2E, and canary dry run. A single retry recovered four jobs interrupted by runner shutdowns; no source changes were required. - Historical-warning UI fix: all 6,834 UI tests across 640 files passed, including regression coverage for three old failures, legacy preserved edits, and warnings scoped to the affected run. Full workspace typecheck, production build, Storybook build, and token gates passed. Browser-verified Storybook playtests passed for Historical Failures After Successful Save, Storage Limit, and Full Storage Run Warning. - Review follow-ups at `4e20c9fb2`: all 18 focused tests passed, including external Git directories, linked worktrees, symlinks, hardlinks, and distinct I/O failures alongside storage warnings. Server and UI typechecks, token gates, and the production build passed. - Storage warning regressions at `0724f3012`: all 33 directory tests and all five heartbeat-list tests passed, with no skips in their successful runs. They cover repeated runs while full, an already-over-quota saved folder, cleanup, warnings retained after unrelated save failures, and bounded warnings in large result JSON. Server typecheck passed after the final warning fixes. - Full workspace typecheck, production build, and token gates passed during this follow-up. Product E2E harness: 631 tests passed across 52 files; harness typecheck passed. Earlier native session/context and directory/legacy collection suites passed 537 tests; Runner unit/transport suites passed 329 tests. - Real E2E at `0724f3012` (before this follow-up): legacy local Codex and native Daytona Codex each passed six tasks, one server restart, seven independent assertions, and cleanup verification. Both prove browser-to-agent edits, agent-to-browser edits, nested/binary restoration, per-file last-sync-wins, a successful run after an oversized save rejection, and cleanup clearing the warning. - Native local Codex also passed the six-task quota flow before the final warning-retention fixes. That pass began at `918d1ed02` while the bounded-result warning fix was being edited, so it is not claimed as exact-final-head evidence. Its final-head rerun failed during embedded PostgreSQL bootstrap before any provider run: the macOS host had 87,365 of 87,381 SysV semaphores occupied. No unrelated services or kernel limits were changed. - The final-source report intentionally records 2/3 cells passed, preserving the blocked native-local attempt: `tests/runner-e2e/results/agent-files-quota-final-20260928-report/`. Earlier failed attempts and provenance notes remain under `tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and the original campaign directories. - Daytona used immutable image `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf` and its exact Linux runner binary. Controller source is `0724f3012`; image source is recorded separately. - Legacy-session compatibility and all three ACP Stop/resume browser regressions passed on the prior validated feature head `169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same provider session is retained and interrupted writes are not replayed. Migration upgrade tests also passed earlier. - Nine interactive stories are under Agents / Persistent files, including Full Storage Run Warning. Its playtest and visual browser inspection passed; the warning states that runs continue and the editor remains available. - Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs skipped, no failures or pending checks. All eight browser E2E shards and their aggregate passed. Fresh Greptile review is 5/5 with no findings; all review threads are resolved, the security scan passed, and GitHub reports no merge conflicts. - The broad local follow-up test run was interrupted after host semaphore exhaustion affected isolated PostgreSQL instances. It also encountered the existing macOS long-path fixture failure and two timeout failures. This is not a claim that the full local suite passed. Logs are retained; focused storage/warning tests passed. ## Risks - A later sync can overwrite an earlier edit to the same file, including a saved browser edit. There is no text merge or retained version. This is the intended last-sync-wins policy. - A save that exceeds a storage limit is rejected and its temporary copy is discarded. The run itself continues normally, and later runs restore the last saved files with a warning until cleanup. Transient sync failures get bounded retries. An I/O failure partway through a sync can leave some files updated; a failed receipt does not claim whole-folder success. - Larger folders increase copy time, network traffic, and temporary disk usage. Active runs still need working copies. Terminal runs do not accumulate archives. Operators must provision disk for agents and configured concurrency; these limits are not company-wide quotas. - A restored old native session remains instruction-only until a fresh session starts. Its original conflict fence and existing pending candidates remain compatible. - Provider processes close at the collection boundary. Conversation resume remains available, but warm process reuse is lost. - Backups must include the instance filesystem and database. External bundles keep their existing behavior until explicitly moved to managed storage. ## Model Used OpenAI Codex, GPT-6 family. The session does not expose a more specific model ID or context-window size. Reasoning, code execution, and browser tools assisted this change. Real provider E2E uses `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Fry (Paperclip) <noreply@paperclip.ing>	2026-09-29 08:25:56 -05:00
DottaandPaperclip	14795136f5	fix(runtime): finalize and recover sandbox workspace exports safely (#14402 ) Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider. Consolidates #14314, #14315, #14329, and #14334 while preserving the already-merged finalization label changes. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-28 10:57:32 -05:00
DottaandCodie	01d9a12185	fix: make keyboard shortcut enablement a personal preference (#14141 ) Store keyboard shortcut enablement per user and expose it in Profile settings. Co-Authored-By: Codie <Codie@users.noreply.github.com>	2026-09-26 11:50:04 -05:00
Devin FoleyandPaperclip	ffa32373bc	fix(runtime): honor provider acquisition timeout defaults (#14097 ) Declare provider acquisition budgets so slow Daytona creation does not hit the host’s 30-second fallback. Bound creation and setup to one deadline and preserve scoped cleanup ownership after timeout. Legacy drivers retain their original call shape. Validated by 238 provider/manifest tests, focused database and heartbeat regressions, root and standalone provider typecheck/build, and full CI. Local broad tests also expose recorded Mac baseline limitations. Greptile 5/5. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-26 00:47:21 -07:00
DottaandPaperclip	96bf004a79	fix: use persisted state for lifecycle continuation and retry budgets (#13888 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its control plane decides when a task can continue, wait, stop, or complete. > - Legacy continuation could change when an agent changed its wording without changing task state. > - Shared attempt counts also let repair and infrastructure retries affect each other's limits. > - This pull request uses persisted state and separate, bounded allowances for these decisions. > - If automatic repair stops, the task explains what happened and offers a guarded retry. > - Paired tests and real-provider evaluations verify that Stop, approvals, ownership, and spending limits remain authoritative. ## Linked Issues or Issue Description Related work: Refs #13761, Refs #11126, Refs #13610. These cover obsolete continuation dispatch and retry storms. Open and closed issues and PRs were searched for related lifecycle, continuation, and retry work. What happened? Legacy continuation depended on English wording and progress heuristics. Repair, failure retry, and productive continuation could consume shared counts. When bounded repair stopped, the task showed a technical recovery message without a clear next action. Expected behavior Persisted disposition and owned execution paths determine the next action. Missing disposition prompts bounded agent repair. Explicit work mode determines planning mode. Narrative changes and raw activity counts cannot replenish allowances. An exhausted repair shows a readable notice. An explicit retry checks current controls and preserves the assigned agent. Steps to reproduce Run `pnpm test:lifecycle-baseline`. The paired probes keep structured state constant while varying completion, planning, blocker, and progress prose. Run the explicit `lifecycle-baseline` and `continuation-accounting` Product E2E suites for real-provider coverage. In Storybook, open Design previews / Recovery notice to inspect the production component's normal, pending, acknowledged, unavailable, failure, and mobile states. ## What Changed - Hide the image attachment button, icon, and drop/paste hint in answer composers. Image paste and drop support remains available. - Merge current master and retain both browser regression sets. Use a production-stamped service worker in the offline recovery browser fixture. - Share one state-based legacy continuation decision across immediate, delayed, and recovered dispatch. Bind bounded repairs to their source run and episode. - Remove title and description wording from work-mode authority. Agents can still write requested plans in execution mode. - Persist separate failure-retry and productive-continuation counters. Disposition repair and resource waits cannot consume or reset those allowances. - Validate delayed repair identity, then recheck current gates before provider dispatch. Fence native startup cancellation. - Show Agent needs attention, a plain-language explanation, Retry agent, and expandable details in both task interfaces. Report request progress, acknowledgement, and errors inline. - Store typed recovery notice metadata. Recognize older active notices only through exact stored action and run IDs. Notice text never grants retry authority. - Use the existing recovery-action endpoint for retry. Recheck current action, status, owner, agent availability, dependencies, active runs, pending questions and confirmations, approvals, pause controls, and budget. Duplicate requests do not wake twice. - Add component, page, route, database, contract, and Storybook coverage. Keep the scenario inventory and executable evals here. Historical reports and snapshots live in the [commit-pinned paperclip-evals archive](https://github.com/paperclipai/paperclip-evals/blob/ce3e5afcd4a1184650f586a2b5b8be5874c66c8b/experiments/2026-09-lifecycle-authority/README.md). - Preserve unsaved project fields while the same project URL changes to its canonical alias. Do not reuse data across projects or companies. This separate fix addresses the repeated repository-editor browser failure without changing the browser test. - Keep the development service worker from intercepting Vite module reloads. Update the connection-intent browser fixture to record progress and completion through the agent API. ## Verification Merge preparation on September 25, commit `c1e8e4b7ddd9fbc4913ed55ce21b8e12906c2f97`: - Merged master `bd2030932` and resolved the browser test-list conflict by keeping both sets of regressions. - Deterministic lifecycle baseline: 1,090/1,090 assertions passed; no failures, skips, or missing selected evidence. Unit 423, runner 184, database integration 397, grading 86. - Browser support: 17/17 passed. The offline recovery test first failed with an unstamped development worker, then passed with the production stamp. Its assertions are unchanged. - Focused interaction UI and offline fallback tests: 19/19 passed. Verified the custom-answer composer in Storybook: no attachment controls or hint; entering an answer enables Next. - Recursive typecheck, production build, token gates, and diff checks passed. The worktree is clean. No new real-provider campaign was run. - Current CI and review: [Current PR CI passed](https://github.com/paperclipai/paperclip/actions/runs/36166011243): 55 successful checks and two optional Storybook skips. Greptile scored this exact commit 5/5. Hiding the question attachment controls is an intentional UI change; paste/drop remains available. Earlier recovery UI verification, commit `21be0fec0e90e86b6d662b8ee4831847cd041cdb`: - Recursive typecheck, production build, token gates, and diff checks passed. - Focused UI coverage: 338 tests passed across six suites (336 before the interaction guard, with the two affected suites rerun at 149 passed after it). Covers both task interfaces, the real page mutation, pending/error acknowledgement, stale state, and unavailable controls. - Recovery database integration: 352 tests passed before the interaction guard. The complete recovery-action and mutation-route suites passed 181 tests after it. The two new pending question/confirmation regressions failed before the fix and passed afterward, including resolved-interaction controls. Shared validator suite: 31 passed. E2E catalog suites: 34 passed. - Browser inspection passed for light/dark themes, mobile layout, expandable details, pending retry, acknowledgement, failure, and disabled retry. Storybook renders the production component; its request is simulated. - The broad local run hit two chat callback-order wait failures and was stopped after all CI unit/database/runner shards passed. Both local failures passed when rerun without the competing full-suite process. - CI exposed a repeated project-repository draft-loss race during canonical redirects. A new unit regression failed before the fix; all nine project-page tests now pass, including controls for other projects and companies. Both unchanged repository browser tests passed against a fresh local server. UI typecheck, production UI build, and token gates passed after this fix. - [Earlier PR CI passed](https://github.com/paperclipai/paperclip/actions/runs/36072486798) on `21be0fec0e90e86b6d662b8ee4831847cd041cdb`: 55 successful checks, two optional Storybook skips, and no failed or pending checks. The repository browser shard passed with the production fix. Greptile is 5/5 on this exact commit with no unresolved review threads. The PR is mergeable. Historical, source-qualified lifecycle evidence: - Lifecycle baseline: 1,074 assertions. Native session coverage: 447 tests. Product E2E support: 515 tests. Browser support: 11 tests. Full earlier verification is retained in the archive. - [Real-provider campaign: 8/8 passed, zero retries](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35881382080-1/index.html), source `e88d210417280140b44a36449027290adcb1aeaa`. Evidence and cleanup checks passed. This includes deliberately exhausted repair cases that correctly remain blocked; it does not mean every task finished Done. This campaign predates the recovery UI change. - Archive migration verified all 16 original JSON files byte-for-byte and all 24 checksum entries. App tests do not need private archive access. [Archive PR #27](https://github.com/paperclipai/paperclip-evals/pull/27) is merged. ## Risks - Agents that omit durable disposition receive at most two repair attempts by default. Prose-only completion exposes missing state rather than silently changing scheduling. - A retry is an explicit board action. The server rechecks current controls. A successful response confirms the task returned to To do; it does not claim that the provider has already started. - Existing notice metadata remains valid. Only older active notices with matching structured evidence receive the new UI. Historical notices without that evidence keep their existing rendering. No schema migration is required. - Old run records require conservative retry accounting. Tests cover old counters, alternating retry lanes, restarts, and exhausted repairs. - Historical snapshots require private `paperclip-evals` access. The app index retains public campaign links. Live campaigns qualify specific sources and scenarios; no new real-provider campaign has run for the recovery UI commit. > This fixes existing lifecycle and recovery behavior and does not duplicate planned core work. ## Model Used OpenAI GPT-6 through Codex assisted implementation, reasoning, code execution, and review. The exact serving model ID and context window are not exposed in this task. Historical real-provider evaluations used Codex model `gpt-5.6-sol`, separately from the implementation assistant. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-25 15:28:11 -07:00
Devin FoleyandPaperclip	bd6caf51bb	fix: preserve restore failure results and stop unsafe retries (#14035 ) Preserve agent output and earlier execution errors when workspace restore fails. Report the restore phase and confirmed saved-plan links. Require verified repair before retrying unsafe archives, while preserving approval states and the retry budget. Verified with full CI, 506 focused regression tests, and Greptile 5/5 with all review threads resolved. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-25 11:34:31 -07:00
DottaandPaperclip	8781f06a87	feat(connections): enable MCP aggregators by default (#13964 ) ## Thinking Path > - Paperclip helps people manage AI agents for work. > - Connections let those agents use external services with explicit access rules. > - Zapier, Arcade, Composio Connect, and Executor already have setup and runtime support. > - Their experimental switch still blocks discovery and setup by default. > - This pull request removes those gates and the Settings toggle. > - Users can connect these providers without enabling an experiment. ## Linked Issues or Issue Description Refs #13755. Refs #13941. What existing behavior does this improve? Apps browsing, inline setup, and agent connection search for the four MCP aggregators. Current behavior An instance must enable the MCP aggregators experiment before users or agents can start setup. Proposed behavior All four providers are available by default on local and managed instances. Old stored and managed values still parse but cannot disable them. ## What Changed - Remove the aggregator gates from Apps, inline setup, server setup, and agent search. - Remove the Settings toggle and its UI hook. - Retain the old setting key only for upgrade compatibility. Normalize it to true and ignore managed overrides, as Apps already does. - Replace opt-in fixtures with default-on coverage. Test old false values, all four setup flows, provider choice, and the removed toggle. - Update current connector guidance and remove the opt-in from the runner acceptance fixture. ## Verification - 306 focused tests passed across eight files: shared remote MCP contracts; server remote MCP lifecycle, aggregator fallback, settings normalization, and managed overlay; UI Apps browsing, setup, and experimental settings. - Server and UI TypeScript checks passed. - UI token gates and `git diff --check` passed. - The full local suite was not run, per the maintainer's instruction. All 54 CI checks passed; two checks were skipped. One unrelated workspace-preview readiness timeout passed on one failed-shard retry. - The setup fixtures use simulated MCP responses. This change does not claim new live provider acceptance. ## Risks - Existing instances now show all four providers, even if the old flag was false. This is intentional. - External provider choice, credentials, company isolation, agent grants, and tool policies still apply. Showing a connector does not authorize an external account. - No data migration is required. The compatibility key keeps old managed configuration documents valid. - Historical Zapier live acceptance remains incomplete in the existing evidence report. The maintainer explicitly requested the default-on rollout for all four existing providers; the report records that scoped exception. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository tools, and test execution. The context window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 17:31:32 -05:00
DottaandPaperclip	aa8fc86331	feat(connections): prefer native apps and ask users to choose external providers (#13941 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external services. > - Native connections should remain the first choice for a supported app. > - Other apps may be available through an external MCP provider. > - The user must know which external provider handles the connection and choose it before setup. > - This pull request adds ranked alternatives and server-authored instructions to connection search. > - Agents can follow the returned instructions while Paperclip validates saved choices and access. ## Linked Issues or Issue Description Related: #13879, which fixed inline MCP provider setup. This PR adds discovery and provider selection on top of that work. Subsystem affected Cross-cutting: shared connection contracts, server search and intent services, native runtime, CLI, inline setup UI, and evals. Problem or motivation An agent cannot offer a clear external-provider choice when Paperclip has no native connection for an app. Adding provider-specific branches to the core prompt would make those instructions harder to maintain. Proposed solution Prefer a native connection. Otherwise return verified alternatives in Composio, Arcade, Executor, Zapier order. Include an external-service disclosure, a question with None, and the next instruction in the search result. Validate the saved human choice before creating a selected fallback setup card. Reuse existing provider accounts and verify underlying app access separately. Alternatives considered Do not silently choose a provider. Do not claim that broad execution tools prove support for every app. Reuse existing questions and connection intents rather than add another connection model. Roadmap alignment Extends the existing MCP Tool Gateway & Apps and Agent evals & feedback capabilities. The MCP aggregators experiment remains the gate. No duplicate provider-routing PR was found in the public search. ## What Changed - Add a dated support index and authorized cached-tool evidence for external routes. - Return provider questions and next-step instructions from `connections_search`. - Preserve pending choices and declines across continuation. Validate company, task, agent, human, app, and current route eligibility. - Carry the selected app into new setup and account reuse, validate explicit provider requests against persisted human messages, and distinguish provider readiness from app authorization. - Sync native, MCP, REST, and CLI contracts. Keep core agent instructions provider-neutral. - Add production-component Storybooks, focused database tests, and three real-agent browser eval cases. - Record the plan, observed failures, fixes, passing evidence, and acceptance limits. ## Verification - Latest head `586f0e6cd`: 54 checks passed, 2 skipped; Greptile 5/5 and all review threads resolved. - After rebasing on master `18dac1e1e`: 64 focused shared, validator, route-contract, and database tests passed; server typecheck passed. - Embedded-browser test drive on the rebased head: native Jira card, HubSpot external-provider question, Arcade account reuse, one actual MCP read against a local synthetic fixture, reload persistence, and None preventing further calls. A real OpenAI-backed agent performed discovery and continuation. - UX observation: the agent initially combined mutually exclusive request fields; the server rejected it and the agent recovered without changing access. This extra retry remains visible in the transcript. - After rebase: 23 focused eval grader/catalog tests, affected TypeScript checks, token gates, production UI build, and Storybook build passed. Full local tests are intentionally excluded at the maintainer's request. - Before rebase: four browser/real-agent attempts passed: native Jira, None, and reuse of the second provider on two Codex profiles. - Browser evals used an isolated deterministic MCP fixture through the real Paperclip gateway. They do not prove production compatibility with all four providers. - Review `Apps / Connections / Provider choice` in Storybook. Choose Arcade, continue through Access, and verify the app name, external-service disclosure, and URL configuration. - The detailed verification report is `doc/connections/2026-09-23-aggregator-routing-verification.md`. ## Risks - The public support index is finite and can age. Account capability and app authorization still require verification after selection. - Existing installed-tool permissions remain in effect. Provider choice is not a new execution permission boundary. An early Mini attempt skipped search; clearer provider-neutral instructions made the targeted rerun pass. This is not a measured reliability rate. - Explicit requests skip provider confirmation only when a clear persisted human message or saved provider choice supports them. Other phrasing falls back to confirmation; the agent query alone is not consent. These routes do not add tool permissions. - No database migration or legacy Composio broker is added. Real-provider acceptance remains separate from fixture proof. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser tools. The exact deployment variant and context-window size are not exposed in this session. Product evals separately used the repository's primary Codex and Codex Mini profiles; those agents supplied test behavior, not independent provider compatibility proof. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 16:36:49 -05:00
DottaandPaperclip	18dac1e1ef	feat(connections): add experimental memory providers and remote MCP access (#13942 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - Connections give agents governed access to external tools. > - Agents need durable memory across tasks and execution environments. > - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory tools. > - This pull request adds their setup flows behind an experimental toggle. > - It also delivers assigned MCP tools through the native remote Codex runner. > - Operators can connect a provider once and use the same governed tools locally or in Daytona. ## Linked Issues or Issue Description Problem or motivation The Apps catalog lacks a complete set of memory providers. Remote native Codex agents also need access to assigned managed MCP tools without receiving provider credentials. Proposed solution Add five memory connectors behind the disabled-by-default Experimental memory connectors setting. Use the existing connection setup and permissions UI. Default their tools to Allowed. Preserve company boundaries, operator permission changes, provider scopes, and audit attribution. Alternatives considered Direct provider credentials in each sandbox would duplicate setup and bypass the managed gateway. The remote runner instead uses its existing protocol channel to call the gateway on the server. Roadmap alignment This maintainer-requested experiment supports the Memory / Knowledge and Connected Apps roadmap areas. It adds provider connections without introducing a separate memory UI. Related connector authoring documentation is tracked in #13692; no duplicate memory-provider implementation was found. ## What Changed - Add provider definitions, official branding, and the experimental setting for all five providers. - Use OAuth for Zep and Supermemory, API credentials for Mem0 and Honcho, and a bundled Cloud API bridge for Cognee with no runtime downloads or subprocesses. - Default memory tools to Allowed and classify destructive actions explicitly. - Fix personal remote credential resolution and propagate provider tool errors. - Relay assigned managed MCP tools to remote native Codex through the runner protocol. Recheck current authority for each call and rotate stale tool contracts. - Add 21 Storybook states and complete OAuth walkthrough fixtures. - Document provider research, sanitized tool inventory, and live local and Daytona proof. ## Verification - Passed workspace typecheck: `pnpm -r typecheck`. - Passed production build: `pnpm build`. - Full local `pnpm test:run`: 13,273 passed, with failures from process/readiness timeouts under parallel load. Reran all 16 affected suites with one worker: 456 passed, leaving two macOS `/var` versus `/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`. No test failures remain unverified. Latest-head remote CI passes all 54 checks (two optional Storybook jobs skipped). Greptile is 5/5 with no unresolved findings. - Latest Cognee gateway regression: 71 passed, including public deployment without a runtime host and immediate recovery after a provider error. Bundled bridge tests: 25 passed. - Browser setup and real agent tasks exercised all five providers. Mem0, Cognee, Zep, and Honcho have successful store/retrieve proof. - Supermemory now has scoped read/write consent. Local storage and real Daytona write, document read, and semantic recall passed; indexing completion was verified before claiming success. - All five providers were exercised through a real Daytona sandbox and its native runner MCP relay. Provider credentials remained on the server. The final bundled Cognee bridge also passed a fresh Daytona store/recall run. All disposable sandboxes were removed and verified absent after testing. - Storybook is rebuilt and contains the experimental toggle, catalog, setup, permissions, and error states. The Zep and Supermemory access steps advance correctly. ## Risks - Provider OAuth scopes and plan limits remain independent of Paperclip tool permissions. An Allowed tool can still be rejected by the provider. - Providers can queue memory indexing; save acceptance does not prove that semantic recall is ready. - Remote tool contracts must stay synchronized with current connection authority. Regression tests cover revocation and stale contracts. - This change has no database migration. Existing connections remain usable when the experimental catalog toggle is disabled. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository edits, code execution, and browser automation. The exact context window size is not exposed in this session. Live acceptance agents used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 15:54:38 -05:00
DottaandPaperclip	24429024e7	feat: add Fireflies connector and summary-ready routines (#13890 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps gives agents governed access to external tools through stored credentials. > - Routines start work when an external service sends an event. > - Fireflies provides meeting transcripts and summaries through an official hosted MCP server. > - This PR adds that connection and accepts signed meeting events through the shared app webhook flow. > - Agents can review completed meetings with the same permissions and audit records as other work. ## Linked Issues or Issue Description Problem or motivation Operators need agents to read Fireflies meetings and start follow-up work when a summary is ready. The Apps catalog lacks Fireflies. The shared app webhook flow needs to accept its signed deliveries. Proposed solution Use the official Fireflies MCP endpoint with OAuth or a vaulted bearer API key. Extend the existing Another app or script flow with signed webhook support. Verify the raw-body signature and pass the JSON payload as external data. Select Meeting Summarized in Fireflies. Deduplicate identical signed deliveries, including setup deliveries. Alternatives considered A separate REST connector would duplicate the governed MCP path. Polling, legacy V1 payloads, and automatic provider-side webhook registration are outside this change. Roadmap alignment This extends the existing MCP Tool Gateway & Apps and Scheduled Routines surfaces. It adds a provider to those systems. It does not introduce a second integration framework. Additional context A GitHub search found no existing Fireflies issues or PRs. Provider references and verification limits are in `doc/connections/FIREFLIES.md`. ## What Changed - Add the official Fireflies catalog definition, generated registry, provider evidence, and branded artwork. - Reuse Access → Connect, dynamic discovery, Permissions, vault storage, policy, and audit behavior. - Classify Fireflies sharing, movement, and access revocation as writes. - Preserve Off and Ask first restrictions during OAuth reauthorization and API-key replacement. New actions retain normal defaults. - Add `app_webhook` authentication to the shared Another app or script flow. Accept bearer tokens or raw-body HMAC-SHA256. Preserve earlier `fireflies_hmac` triggers and revision snapshots for compatibility. Existing text columns need no migration. - Verify `X-Hub-Signature` or `X-Hub-Signature-256` against the exact request body. Preserve generic event payloads and deduplicate identical signed requests. - Keep the routine wizard generic. Show one webhook URL and secret in Another app or script. Keep all new app webhook event names provider-neutral. Keep provider setup instructions in the connector documentation. - Pass generic webhook JSON to the task in an explicit external-data block, capped at 16,384 characters. Keep strict meeting validation for existing legacy Fireflies triggers. ## Verification - Feature implementation commit `0882dc8a1`: all 54 CI checks passed; two conditional Storybook checks skipped. This includes full tests, typecheck, build, browser E2E, canary dry run, and security checks. Greptile rated this commit 5/5; all review threads are resolved. - Full local `pnpm -r typecheck`, `pnpm build`, and token gates passed on the final code. Targeted connector, gateway, webhook, revision, and UI suites passed during implementation. After the provider-neutral follow-up, all 84 app-webhook and routine-service tests passed; the final payload-to-task assertion also passed in the 72-test routine suite and a clean-config rerun. - The long local `pnpm test:run` invocation started before the final edits and was stopped after the final-commit CI suites passed. It reported one generic webhook test failure while those files were changing; that test and the entire routine suite passed on the final source, including a clean-config reproduction. The interrupted local run is not counted as a full-suite pass. - In the embedded browser, completed official OAuth consent and discovered 20 live actions. Real meeting listing, transcript retrieval, and summary/action-item retrieval succeeded as the selected agent. Turning a live read Off blocked its test; catalog refresh preserved the restriction. - Embedded-browser Another app or script setup, back/save/resume, narrow layout, and a signed synthetic Fireflies delivery succeeded. The UI reported authentication passed without creating a task. Fixtures cover signature tampering, malformed requests, ordinary app event names, duplicate/setup deliveries, rotation, revisions, pause/archive, and company isolation. - Existing MCP browser suite: 8 passed and 2 provider-dependent cases skipped. Branding checks passed; connector artwork and webhook setup were checked at desktop/mobile widths and in light/dark modes. - An unauthenticated POST to a correctly formatted public webhook URL reached the staging tenant verifier through the existing Cloud gateway. - A real Fireflies webhook delivery remains unverified. A staging callback is available for the operator walkthrough. Live API-key authorization, credential expiry, and a new meeting's summary completion were not tested against the provider. Fixtures cover these protocol and lifecycle paths where applicable. - Storybook follow-up `c54174faa`: 27 production-component stories cover every UI change, with a source-to-story map in the connector documentation. Static Storybook build, UI typecheck, token gates, and Playwright checks for all stories and the mobile footer pass. All PR checks passed for this Storybook follow-up; Greptile reviewed `c54174faa` at 5/5. ## Risks - Fireflies may change its hosted MCP tools or OAuth behavior. Tool discovery stays dynamic. Experimental search/fetch tools are not required. - Public webhook setup requires HTTPS and a separate signing secret. Fireflies normally emits events for meetings owned by the configuring account. - Reauthorization touches shared MCP permission code. Regression tests cover existing restrictions, new actions, connection removal, and other gateway callers. - Webhook receipt grants no tool access. The routine agent still needs an authorized Fireflies connection. - New generic triggers rely on provider event subscriptions. Without a sender-supplied idempotency key, changed request bytes count as a new event. Existing legacy Fireflies triggers retain summary-only filtering and per-meeting deduplication. ## Model Used OpenAI Codex, model `gpt-6-astra`. Used reasoning, repository editing, code execution, and embedded-browser testing. The runtime did not expose a context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-23 17:11:16 -05:00
DottaandPaperclip	7944ed3d97	fix(runner): preserve hire runtime safety and first-activity timing (#13852 ) ## Thinking Path > - Paperclip is the open source control plane for companies of AI agents. > - Native runner agents need governed tools, durable runtime state, and useful execution evidence. > - A first activity trace waited 53.467 seconds even though tool activity took 6.274 seconds; provider input arrived before the server API call executed. > - Native agents also need a safe way to hire teammates without asking the model to rebuild runtime configuration. > - This pull request separates the observed ACP input-stream window from the actual server `tool.execute` span and adds a server-owned native hire contract. > - The benefit is clearer latency evidence and safer native teammates with existing approval, auth, and company boundaries preserved. ## Linked Issues or Issue Description Related Daytona provenance work is in [#13814](https://github.com/paperclipai/paperclip/pull/13814). No duplicate public PR was found for this combined timing and native-hire change. What existing behavior does this improve? Native runner agents can use governed tools and request hires. The server did not expose a safe native hire operation that reused the caller's validated runtime settings. First-activity traces also mixed provider input timing with server tool execution timing. Current behavior A native hire must construct a separate runner configuration. Full configuration copying could expose paths, instructions, secrets, or sessions. Timing evidence could make a provider or MCP identity join appear proven when the trace did not contain that join. Proposed behavior The native `hire_agent` operation accepts identity and persona inputs. The server sends `adapterType: "paperclip_runner"` with `inheritRuntimeFrom: "caller"`, then copies only validated provider, model, permission, lifecycle, and bounded execution settings. It inherits and validates the default environment, derives the managed AI binding through existing normalization, preserves approval and permissions, and creates fresh child instructions. Caller secrets, paths, prompts, and sessions are excluded. Provider events now include the optional boolean `inputUpdated`, with Rust forwarding support. Timing evidence separately records the ACP input-stream window and the actual server `tool.execute` activity. It does not claim a provider or MCP join without matching evidence. Reason and benefit Native agents can hire teammates that start with the caller's approved execution policy. Operators retain company boundaries, auth rules, approval gates, and requalification. Reviewers can distinguish provider streaming time from server API execution time when diagnosing first-activity delays. Breaking changes None for existing hires or tool calls. `inheritRuntimeFrom` is optional and only applies to same-company native agent callers. Conflicting explicit runtime settings are rejected. The provider event field is optional for existing producers. ## What Changed - Added the native `hire_agent` protocol action, catalog entry, API contract, and runner authority checks. - Added `inheritRuntimeFrom: "caller"` validation and a closed native runtime inheritance allowlist. - Preserved managed AI binding normalization, default-environment validation, approval snapshots, permissions, requalification, and fresh child instructions. - Added provider `inputUpdated` schema support and Rust forwarding. - Added first-activity and server tool timing evidence with conservative identity-join handling. - Added route, authority, provider-event, sidecar, API, catalog, and Rust-focused tests. - Kept private Honeycomb links, raw traces, and local result paths out of this description. ## Verification Focused checks passed: - 458 timing/session checks. - 61 native hire inheritance checks. - 20 hire authority checks. - 1,741 API checks. - 106 catalog checks. - 54 provider sidecar checks. - 12 Rust provider checks. Live R2 and R3 each passed 45 checks across 6 runs (361,135 ms for R2). R1 stopped at missing Docker image setup. The final trace is available at https://ui.honeycomb.io/paperclip/environments/test/datasets/paperclip/result/BiMypLNvmiB?tab=traces. Latest-head CI passed all required build, typecheck, Rust, static, Vitest, serialized-server, workspace, chat, and E2E jobs. The focused local checks listed above passed; the broad local suite was not run before the live evaluation, while CI provides the full repository verification. ## Risks - Timing fields describe separate observed windows. They do not prove a provider or MCP owner without a valid trace join. - The inheritance allowlist must stay synchronized with native runner configuration fields. - Approval snapshots include resolved safe inherited settings and should be reviewed when native configuration fields change. - The focused local suite is narrower than the full repository suite; latest-head CI covers the broader repository checks. > Roadmap review: `ROADMAP.md` places this work within Paperclip's bring-your-own-agent direction. It extends existing native runner hiring and observability behavior. ## Model Used OpenAI GPT-6 (exact serving model ID is not exposed), with extended reasoning and repository tool use; GPT-5.6 Luna assisted with focused implementation and verification work. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 23:16:11 -05:00
Devin FoleyandPaperclip	6de50ba594	fix(sentry): carry the deployment environment to the browser (#13784 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators can enable Sentry for the server and the signed-in browser. > - The server SDK reads `SENTRY_ENVIRONMENT` from the process environment. > - The browser receives its DSN through the session response, but receives no environment. > - A browser in staging therefore reports errors under the SDK's production default. > - This pull request passes the configured environment through the existing session and monitoring gate. > - Browser errors then identify the deployment environment while preserving the existing privacy settings. ## Linked Issues or Issue Description What happened? With `SENTRY_ENVIRONMENT=staging`, browser exceptions are tagged `production`. This can send errors to the wrong environment's alerts and makes deployment follow-up unreliable. Expected behavior The browser uses the server's configured Sentry environment. A reused image works in either staging or production. A signed-out browser still sends no events. Steps to reproduce 1. Configure a frontend Sentry DSN and `SENTRY_ENVIRONMENT=staging`. 2. Sign in and capture a browser exception. 3. Inspect the event environment. Before this change, it is `production`. Paperclip version or commit Reproduced on `a3749aac4680a901fa0fe1cc898907887abc9908` with the real browser SDK and a local test transport. Deployment mode Authenticated server and browser with optional Sentry monitoring enabled. No duplicate environment-attribution issue or pull request was found in the targeted GitHub search. ## What Changed - Add `sentryEnvironment` to the authenticated session response and shared schema. The optional field supports a newer browser reading an older server response. - Pass the environment to the browser SDK. An environment change restarts the client through its existing serialized lifecycle. - Cover environment attribution with a real SDK event, session authorization, unchanged-session refetches, environment changes, and legacy responses. - Document configuration and compatibility. Keep the loaded bundle's release identity and existing privacy filters. ## Verification - The regression test emits `production` for a requested staging environment before the fix. - Focused route, schema, browser lifecycle and real-SDK tests: 69 pass. - UI and shared-package typechecks, direct server `tsc --noEmit`, and token gates pass. - Full `pnpm build` and `pnpm -r typecheck` were attempted. Both stop at the Runner Rust step because `cargo` is absent on this machine. - Complete UI suite: 6,540 tests pass in 626 files. - Full `pnpm test:run`: 8,210 passed, 14 failed, 4,753 skipped; 36 files fail due to embedded PostgreSQL startup/cleanup and macOS runtime-cache `EACCES`. These match the existing local baseline; none touch the changed behavior. - Greptile: 5/5, no unresolved review threads. Linux CI has passed Build, Typecheck + Release Registry, and the completed test jobs so far. Remaining jobs are running or queued: the AWS runner provisioner is retrying EC2 CreateFleet `InternalError` responses. Full results will be recorded before merge. ## Risks Low risk. This adds one optional session field and changes Sentry attribution only. No migration or new monitoring opt-in is introduced. Missing settings keep the browser SDK default. Agent and unauthenticated requests still receive 401 without monitoring settings. Existing loaded browser bundles keep their old behavior until refreshed. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository inspection, code editing, and test execution. The session does not expose an exact model snapshot or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass (focused and full UI suites pass; full-root environment failures 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 - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 23:40:46 +00:00
DottaandPaperclip	8813a50105	feat: run GitHub review bots through Paperclip agents (#13717 ) ## Thinking Path > - Paperclip manages agent work as tasks and runs. > - GitHub chat brings repository conversations into those tasks. > - A review bot needs the assigned agent, its authority, and governed provider tools. > - The existing channel connection did not supply that review workflow or a complete setup journey. > - This pull request adds GitHub App setup, account access, event prompts, task-bound review tools, and exact-commit checks. > - Operators can inspect each review through the same task, run, and activity systems. ## Linked Issues or Issue Description Subsystem affected GitHub chat, governed connection tools, task execution, shared/database contracts, and connector setup UI. Problem or motivation Operators need a GitHub review bot that runs their assigned Paperclip agent. Mentions and PR events must preserve task ownership and requester authority. Provider publication must use the bot App identity and enforce the configured permissions. Proposed solution Extend the existing GitHub chat connector with resumable App onboarding, linked-member and sponsored-guest access, editable event prompts, and governed review operations. Validate structured assessments on the server and compute a stable Paperclip Review check for the exact head commit. Alternatives considered A separate review scheduler would duplicate Paperclip execution and permissions. Reusing personal GitHub credentials would change the bot identity and credential boundary. Roadmap alignment This extends the existing Connected Apps and governed-tool infrastructure. The project owner requested and approved this design. Related PR #8645 imports external Codex review feedback; this change runs an assigned Paperclip agent and publishes its results through the existing chat connector. ## What Changed - Include the current Paperclip instance origin in the copied setup prompt. Storybook uses its configured Paperclip origin; callback parameters and URL credentials are excluded. - Add a Claude/Codex copy button in the real setup and Storybook opening step. Its detailed prompt asks four setup questions and guides embedded-browser setup, verification, and optional required checks. Clipboard failure exposes selectable instructions. - Add a tutorial that explains why App installation, review scheduling, and required checks are separate choices. - Add manifest registration, an existing-App path, separate installation and repository selection, repository refresh, and explicit account confirmation. - Add low-trust agent guidance, effective capability verification, member selection, and explicit restricted guests with a sponsor. - Add configurable PR events, prompts, repository overrides, rating thresholds, and separate formal-review permissions. - Give the assigned agent governed App tools to read PRs, comment, begin an assessment, submit findings, and optionally submit a formal review. - Bind review history, root PR events, and inline replies to ordinary tasks. Deduplicate deliveries/findings and reject stale publication. - Link check Details to the underlying task on the current trusted hostname, or to Reviews before task creation. - Add schema migration 0283, API contracts, production UI, and 49 interactive Storybook states. - Repair local lease recovery. Keep the Cloud Dockerfile identical to master; no provider-pack layer or runtime-default environment variable is added. - Retry only rolled-back wake-admission transactions after transient endpoint-lock contention. A deterministic held-lock regression proves one accepted wake. ## Verification - Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero diff against master. Final workspace typecheck and build passed. The new PostgreSQL migration regression passed and preserves existing relation and constraint identities after replay. - Greptile reviewed this exact head at 5/5. There are zero unresolved review threads and no merge conflicts. - All current-head checks are green: 54 passed and two conditional Storybook jobs skipped. This includes complete server/workspace test suites, build, typechecks, policy checks, Runner suites, browser suites, and security status. One timing-sensitive callback-ordering test passed in isolation and its CI shard passed one retry. The duplicate local full-suite run was stopped after CI completed; it is not counted as a local full-suite pass. - Before the final Slack rebase and migration renumbering, 186 focused GitHub tests, 14 native bootstrap cases, token gates, and Storybook build passed. The final rebase retained the new Slack communication guidance. - The embedded-browser setup test copied the full detailed prompt, including the configured Paperclip instance URL. Desktop and narrow layouts were checked. Component tests cover successful copying and clipboard failure with selectable text and retry. - Live local and hosted GitHub acceptance evidence refers to application revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks exercised issue mentions, automatic PR reviews, inline findings, repeated mentions, task continuation, and failing-to-passing checks after a push. The Storybook agent generated, built, and browser-rendered pages; missing acceptance text failed, matching text passed, and broken JSX produced an incomplete result. - Live cases also covered independently disabled push events, prompt injection, duplicate signed deliveries, rapid pushes, stale-result rejection, finding deduplication, and restart recovery. Formal reviews were denied while disabled and published only after explicit enablement. Check Details links pointed to the underlying task on the trusted hostname. - Those hosted native Claude runs used the provider-pack layer now removed from this PR. They do not prove native Claude works on the standard Cloud image. A replacement hosted native Codex run is not yet verified: the disposable QA tenant has only an Anthropic AI connection. No new staging or production deployment was made for the packaging removal. - Required-check merge enforcement could not be tested because the private disposable repository's GitHub plan rejected the rules configuration. Published success/failure/incomplete check states were verified directly. ## Risks - Latest master allocated migration 0282 to Slack. The GitHub migration is regenerated as 0283 with replay-safe table/index/constraint creation; a PostgreSQL regression verifies existing relations and constraints are preserved. Existing preview tenants remain subject to the fleet migration-history compatibility preflight; no bypass is introduced. - Migration 0283 adds company-scoped configuration, registration, review, and publication records. Existing connections retain their behavior until reviews/tools are enabled. - Signed webhooks and expiring registration state remain required. Hosted installations also need the companion narrow Cloud gateway exemptions. - Agent assessments can be incomplete or wrong. The server enforces coverage/result structure, current-head publication, rating policy, and separate formal-review permission; it does not replace code-review judgment. - No Cloud image packaging changes are included. Remote native ACPX/Claude and OpenCode retain their existing operator-supplied provider-pack prerequisite. Native Codex and Codex with managed MCP tools do not require that pack. Earlier staging deployment evidence refers to its stated revision, not this packaging-removal head. Production rollout and merging remain outside this change. ## Model Used OpenAI GPT-6 through Codex, with repository, code execution, API, and embedded-browser tools. The exact serving model ID and context-window size were not exposed by the environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 14:41:19 -05:00
DottaandPaperclip	d9b3a5653e	feat(chat): add initial Slack communication guidance and connection menus (#13760 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors let people use the same tasks and agent tools from external conversations. > - Agents need communication guidance that fits the conversation medium. > - That guidance belongs in the original task context, without repeated instructions on each turn. > - Connection owners also need clear settings and a consistent way to remove a connection. > - This pull request adds initial Slack guidance, optional connection instructions, and chat connection menus. > - The benefit is clearer Slack replies with the existing Paperclip workflow and permissions. ## Linked Issues or Issue Description What existing behavior does this improve? Agent replies in Slack and chat connection management in the Apps catalog. Current behavior Slack tasks do not carry a saved communication profile. The catalog shows a separate Manage button and does not offer removal on every chat connection row. Proposed behavior Save Slack guidance when a new conversation creates a task. Restore that original guidance when a model session is rebuilt. Do not append it to ordinary follow-ups. Expose optional additional instructions in Slack Settings. Put Manage and Remove connection in a three-dot menu for all chat providers. Keep Finish setup visible for drafts. Reason and benefit Small answers fit in Slack. Substantial deliverables use ordinary document or artifact tools with a useful Slack summary. Connection settings apply to new tasks and cannot change permissions. Users can remove both active and unfinished chat connections from the catalog. Breaking changes Two additive database columns store endpoint preferences and the initial conversation snapshot. Existing endpoints default to empty preferences. Existing conversations keep their original behavior. Non-Slack guidance is unchanged. Related public context: https://github.com/paperclipai/paperclip/pull/13741 improves native chat recovery. This change adds communication context to those existing execution paths. A search found no duplicate communication-guidance PR. ## What Changed - Add a provider-guidance registry, enabled for Slack first. - Persist optional endpoint communication instructions and capture an immutable snapshot when a conversation creates a task. - Resolve guidance from the verified company-scoped connection. Restore it for fresh native and legacy sessions without per-turn reminders, extra model calls, or extra context queries. - Add the Slack Settings field, validation, audit coverage, and Storybook save/error states. - Add Manage and Remove connection menus for all seven chat providers. Keep the draft setup button. Require removal confirmation and allow retry after failure. - Add regression coverage, an active/draft menu story, and connector documentation. ## Verification All CI checks are green for `5f48df4e0`. Greptile scored this head 5/5 with no actionable findings. No review threads remain unresolved. - Passed `pnpm -r typecheck` and `pnpm build` on PR head `5f48df4e0`. - Passed design-token checks, UI typecheck, and all 20 catalog tests after rebase. Tests cover all seven providers, active/draft removal, confirmation, cache refresh, errors, and cancellation. - Verified the active/draft menu in Storybook. The interaction test runs without browser console errors. - Passed focused guidance, endpoint persistence/isolation, heartbeat trust, native context, ACPX, adapter utility, and CLI recovery tests. Full UI and CLI groups passed (6,512 and 502 tests). - Tested real Slack conversations on staging: concise updates with public links, a planning question with buttons, a saved plan, a saved report, task creation and assignment, and explicit detailed output. Old tasks retained original preferences after an edit; a new task used the changed preferences. Restored the staging setting afterward. - Existing safe progress remained visible without duplicate final replies or private reasoning. - Broad local tests found resource/time-sensitive failures that passed targeted reruns. One Cursor archive-download fixture failed on both this branch and the unchanged main checkout. The full local suite is not claimed clean. All PR-head CI test shards passed, including general, serialized, Runner, and browser suites. The redundant local full-suite rerun was stopped after CI completed successfully. - Live delegation was not tested because the staging company has only one agent. Live testing also found separate latency and runner task-editing capability gaps; this PR does not add connector-specific workflow behavior to hide them. ## Risks - Prompt guidance changes the form of new Slack replies. Explicit requests for detail still take precedence. - The additive migration is idempotent. Conversation snapshots remain fixed when connection settings change. - Native and legacy recovery must preserve the initial context without duplicates; targeted tests cover these paths. - Removing a connection stops new work through the existing lifecycle action. It retains Paperclip task history and does not delete the external app or bot. ## Model Used OpenAI GPT-6 through Codex, with repository editing, shell tools, and browser testing. The host does not expose a more specific model ID or context-window size. No separate model calls were added to the product. ## 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 (targeted suites; broad local limitations are listed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 14:14:25 -05:00
DottaandPaperclip	e8c8ba3c19	feat(apps): add experimental MCP aggregator connectors (#13755 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description Subsystem affected Apps, connection setup, shared contracts, and the remote MCP gateway. Problem or motivation Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. Proposed solution Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. Alternatives considered A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. Roadmap alignment Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 12:53:11 -05:00
DottaandPaperclip	f589660ec0	feat(routines): add safe webhook setup and in-routine run management (#13637 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Routines turn scheduled work and external events into tasks for an assigned agent. > - Webhook setup was disabled, and actor authentication rejected valid webhook bearer keys. > - Operators need to connect and test a sending app before events can start work. > - This pull request adds a guided setup with durable connection tests that cannot dispatch a task. > - It keeps trigger management, execution tasks, and activity within the routine. > - The benefit is a webhook that can be configured, verified, and operated from one place. ## Linked Issues or Issue Description Fixes #11937. Related: #13216 adds provider-specific Sentry support. This PR addresses general routine setup and ingress. #6841 addresses legacy secret bindings; this PR retains the existing secret service. Current behavior Webhook creation is disabled. Bearer deliveries can fail in agent authentication before the routine checks its key. Setup has no safe connection test. Runs and Activity send the operator away from the routine. Proposed behavior Choose a schedule or a webhook. Follow the setup steps, copy credentials or complete agent instructions, and test delivery without creating work. Finish setup to allow future events to start tasks. Edit or remove compact trigger cards, undo removal, and inspect tasks and activity inside the routine. Reason and benefit An operator can verify credentials and delivery before enabling automatic work. Durable setup state survives refreshes and restarts. Retry receipts prevent an old test event from starting work after activation. ## What Changed - Add a production trigger wizard using reusable Slack setup navigation and footer components. - Add schedule and webhook choices, one-time credentials, agent instructions, and live connection feedback. - Persist pending setup, test delivery receipts, connection status, and reversible trigger removal. - Keep setup checks free of routine runs, tasks, and agent wakeups. Preserve delivery idempotency after activation. - Add compact trigger cards, inline editing, key rotation, pause controls, removal, and Undo. - Keep Runs and Activity in the routine. Use the shared task list and compact activity rows. - Permit only exact public delivery POSTs through actor authentication. Retain webhook authentication, JSON-object validation, and log redaction. - Add production-backed Storybook states and focused server, database, and UI coverage. - Document signing modes, setup checks, retries, rotation, HTTPS ingress, and navigation. ## Verification - Full workspace typecheck, build, and token gates passed on the rebased branch. Storybook also builds. - Focused routine, middleware, logging, shared wizard, and UI coverage passes on the rebased branch: 195 tests across 14 files. The migration passed on a fresh PostgreSQL database and on two repeated applications. - Browser testing used the real app, database, and a deterministic process worker through Tailscale HTTPS and the current Cloud proxy code. - Verified rejected keys, safe setup deliveries, persisted state after restart, activation, retry deduplication, key rotation, schedule editing, removal, and Undo. - Fresh bearer and GitHub-signed deliveries created tasks that the worker checked out and completed. Runs and Activity stayed within the routine. - Current Cloud ingress tests passed. Public delivery POSTs passed through without a browser session; management routes remained gated. - All 54 current-head PR checks pass, including general and serialized tests, all eight browser E2E shards, typecheck, build, runner checks, security checks, and the canary dry run. Two optional Storybook jobs are skipped by workflow conditions. - Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review threads. The stale connection-status finding is fixed and covered by a regression test. - No production deployment was performed. ## Risks - Migration 0281 adds three trigger columns and a test-receipt table. It is additive and safe to reapply. Apply it before running the new server. Existing triggers remain live by default. - Requests without delivery IDs are new events after activation. Senders must reuse an event's delivery ID for retries. - Completed webhooks keep normal dispatch behavior. Their management connection check can start work; the UI states this. - Removing a trigger archives it. Undo restores the URL and credentials. Permanent deletion remains available through the existing API. - Public ingress must remain restricted to the delivery POST route. The tenant verifies credentials. Cloud sleeping-stack behavior is unchanged. - Shared setup components also serve Slack. Existing setup contracts and navigation tests cover that integration. - Senders must use application/json with an object. Other media types receive 415. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser testing. The exact deployment model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-19 10:49:05 -05:00
DottaandPaperclip	c1f6c3310a	fix(runner): repair catalog runtime and grading boundaries (#13676 ) ## Thinking Path > - Paperclip manages tasks across persistent agent sessions. > - The full Runner E2E catalog exposed failures in session restoration, tool validation, and test controls. > - These failures prevented valid work from resuming or made a valid interaction fail the test. > - Invalid completion reports also reached finalization before the provider received useful feedback. > - This pull request repairs those boundaries without changing production prompts or approval policy. > - Focused regressions and fresh paid cases verify each fix. ## Linked Issues or Issue Description Follow-up to #13655. Stacked on the trusted worker prerequisite fix in #13674. What happened? Read-only skill uploads failed in resumed Daytona sandboxes. Invalid criterion IDs escaped tool validation. A progress event could park a run before its tool response settled. Partial question forms hid required answers. Two test assumptions rejected valid plan keys or failed to navigate an optional question page. What did you expect to happen? Resume identical skill bundles, give repairable feedback for malformed completion calls, preserve in-flight tool responses, show all required questions, and test the rendered workflow accurately. Steps to reproduce Inspect the failed cases in https://github.com/paperclipai/paperclip/actions/runs/35417932353. Fresh campaigns: https://github.com/paperclipai/paperclip/actions/runs/35444497313 and https://github.com/paperclipai/paperclip/actions/runs/35445327618. The later backup cleanup is tested in https://github.com/paperclipai/paperclip/actions/runs/35446477285. Combined report: https://pages.paperclip.ing/runner-e2e-operational-35444497313/investigation.html. ## What Changed - Compare immutable archives before reusing read-only Daytona bundles. Reject corrupted content and preserve unrelated files. - Validate exact criterion IDs before accepting completion. OpenCode returns a tool error instead of emitting a result that terminates runnerd. - Complete the activity item for rejected OpenCode calls. - Remove retired read-only harness backups without altering live files or following symlinks. A fresh paid rerun exposed this later checkpoint-cleanup failure. - Exclude progress messages from the governed-wait completion boundary. - Reject newly created question forms that omit questions or contradict their stored answer semantics. Keep historical rows readable. - Navigate all rendered question pages and recognize revision-bound descriptive plan keys in the continuation suite. ## Verification - Harness unit suite: 383 tests pass. Harness typecheck passes. - Native session executor and status corpus: 381 tests pass. - Shared question and interaction-service tests: 42 pass; native question bridge and executor: 360 pass. Daytona sync: 21 pass, including foreign-owner archives and corrupted immutable content. - OpenCode driver: 29 tests pass, including wrong, missing, and duplicate criterion IDs followed by a valid retry. - Repository typecheck and build pass. The later OpenCode activity fix also passes its package build. - The latest commit passes all 52 PR checks and Greptile 5/5. The backup-cleanup fix also passes 351 related local tests and server typecheck. Local full-suite coverage completed across runs. adapter-auth-signal-routes and pipelines-routes encountered transient socket resets; both pass on retry, and all remaining 24 serialized files pass. Paid reruns are complete: 27 of 29 unique cases pass using the latest recording per case. Both Daytona controller-restart cases still fail with runner_state_identity_mismatch; the report describes this remaining runtime issue. Eight affected cells need #13674 on master before their rerun. ## Risks Creation rejects inconsistent dual question representations but does not change historical records. Immutable bundle comparison must verify bytes before skipping extraction. Completion feedback must use the contract bound to the current run. Durable suspension and approval checks remain enforced. Production prompts are unchanged. ## Model Used OpenAI GPT-6 via Codex, with repository inspection, code editing, and test execution. The exact API model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-19 09:27:48 -05:00
Dotta Paperclip Tonio Claude Fable 5.1	1ef3b08714	feat(ui): integrate agent personas across the app (#13171 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description Problem or motivation Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. Proposed solution Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. Alternatives considered A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. Roadmap alignment This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
DottaandPaperclip	924f07be8c	feat(chat): simplify Slack onboarding and account linking (#13638 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connections let people start and continue that work from Slack. > - Setup mixed app creation, credentials, URL verification, account linking, and testing on the same screens. > - People also needed a safe way to link their own Slack identity after the first operator finished setup. > - This pull request gives each step a clear place and keeps membership approval separate from identity linking. > - It also makes connection details easier to use and fixes misleading callback health behind HTTPS proxies. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: chat routes and services, shared contracts, and the Apps board UI. Problem or motivation Slack onboarding made users find settings without enough guidance. A second user needed operator help to link their account. Activity stopped at 100 records, and TLS termination could mark working callbacks as stale. Proposed solution Use six setup steps with editable app names, a generated manifest, credential guidance, URL verification, account linking, and an optional message test. Send each Slack user a private, expiring confirmation link. Require company membership or an approved access request before linking. Add cursor pagination and tolerate the internal HTTP hop in callback diagnostics. Roadmap alignment This improves the existing connected-app surface and supports CEO Chat without changing the task-and-comments model. The maintainer requested and reviewed the flow during a live Slack test drive. Additional context Related work: #7, #3349, #13000, and #13620. Those cover broader chat capabilities, older webhook paths, or plugins. This PR improves the existing native connector's setup and account-linking flow. HTTPS documentation was published separately in paperclipai/paperclip-docs#128. ## What Changed - Split Slack onboarding into six clickable sidebar steps. Keep secondary and primary actions on one row. - Generate the Slack creation link and read-only manifest from editable app, bot, and command names. Add credential prefix validation and direct instructions. - Add live account-link status and an optional mention-based message test. - Add private, single-use Slack account invitations and membership access requests. Retain cloud authentication/bootstrap checks and enforce the chat rollout flag in all identity APIs. Default new Slack connections to linked users only. - Put Settings, Access, Conversations, and Activity in the sidebar. Simplify conversation rows and remove active header badges. - Add 25-item activity pages, stable timestamp/ID cursors, and replay safety across pages. Preserve the legacy array API for clients without pagination parameters. - Fix false callback warnings when HTTPS terminates at a proxy. Keep host, port, and path drift detection. - Document the setup flow, pagination, callback diagnostics, and shared wizard footer rule. ## Verification - Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`. - Passed: focused Slack callback and pagination integration tests; UI clipboard, wizard, pagination, and activity tests; OpenAPI route tests. The final access-gate fix also passes 27 focused tests covering cloud authentication/bootstrap, nonmember invitations, token validity, and the server-enforced rollout flag. - Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11 provider browser scenarios (including mobile light/dark navigation). After rebase, the identity route, sidebar, and 25 clipboard tests pass. - The full local `pnpm test:run` was attempted. The first run found 14 Slack fixtures that needed explicit guest access; those are fixed and the complete chat suite passes. Unrelated embedded PostgreSQL startup/resource failures and timeouts prevented a clean full local run. All CI checks pass on `2d858b036`, including the full chat, server, workspace, build, typecheck, and browser suites. - Live test drive: Slack app creation, credential setup, URL verification, private account confirmation, mention messages, and thread replies. Verified the callback warning clears for the existing proxied connection. - Review: create a Slack connection, follow the six steps, link a second user's account, and browse older activity with Next and Previous. ## Risks - Identity invitations carry a temporary capability. Tokens are hashed, expire after 15 minutes, work once, and require explicit confirmation by a company member. Access requests do not grant membership. - New Slack connections reject unlinked people by default. Existing connection settings remain intact. - Activity is a live ledger. Updated action rows can move forward in time. Older pages do not poll. - Proxy tolerance affects health display only. Slack signature checks and proxy authentication settings remain unchanged. - No database migration or package-lock changes. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose an exact model build ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted suites; full local-run limitations documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-18 17:23:53 -05:00
DottaandPaperclip	9fd2e50310	feat: create company skills from runner tasks (#13538 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Runner gives agents tools to change company resources. > - Users need agents to save reusable skills during a task. > - A saved skill needs a visible result that users can inspect and edit. > - This pull request adds `create_skill` and a task feed card linked to Skill Studio. > - Users can open the saved skill from the task and edit the same resource. ## Linked Issues or Issue Description Subsystem affected Runner tools, company skill storage, task feed, and Skill Studio. Problem or motivation The Runner has no dedicated tool to create a company skill. A user cannot follow a creation result from the task feed to the saved skill. Proposed solution Add a company-scoped `create_skill` tool. Save the skill with the existing company policy. Add one creation card to the task. Open a named sidebar tab from that card. Let the user open the same skill in Skill Studio. Alternatives considered An agent can write a local file, but that file is not a company skill. A second document copy in the task would become stale after a Studio edit. The sidebar therefore reads the saved skill directly. Roadmap alignment This extends the shipped Skills Manager, Skill Studio, and Skills Store milestone. The maintainer requested and approved this scope. Search found no duplicate `create_skill` PR or issue. Related UI validation work: #8715. This PR does not change that validation display. ## What Changed - Add the real Runner tool, its contract, and its mock implementation. - Validate the complete SKILL.md and derive company, task, agent, and run identity from authentication. - Apply the existing company skill policy. Do not assign the skill to an agent. - Make keyed retries return one skill and one creation event. Reject conflicting retries. - Make concurrent file creation safe. Never replace an existing published skill during creation. - Add a creation card, a named sidebar tab, and an Open in Skill Studio action. - Show saved Studio edits when the user returns to the task. - Add storage, policy, mode, retry, UI, and Product E2E tests. Document the tool. - Fix deleted-name reuse, onboarding panel persistence, immediate feed refresh, and mock validation parity from review. - Serialize Studio file edits and renames with skill deletion and recreation. Reject stale editor requests before they can change a replacement skill. - Generate the standalone mock parser and validator from the production contract. Use portable UUIDs so the browser scenario bundle builds. ## Verification - All latest-head PR checks pass on `145dd76a5`, including all server shards, browser E2E, Runner verification, build, typecheck, and release dry run. Greptile: 5/5 with no open findings. An interrupted CI runner was retried successfully. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - `pnpm check:token-gates`: passed. - Review regressions: 73 storage tests, 6 real API tests, 63 UI tests, and 61 semantic runtime tests passed. Parser synchronization passed. - CI exposed existing fire-and-forget Sentry test races. Reproduced the resumption race locally, then synchronized the related sweep and finalizer assertions on the actual report; all 27 tests across the three affected files pass. - Runner scenario browser build and strict content-security-policy check: passed. - Runner suite: 2,012 tests passed; 10 skipped. - `pnpm test:run`: the general-server batch had 12,416 passes and two failures. The old tool-count assertion was fixed; all 16 authority tests then passed. The chat webhook test had a socket error; it passed four isolated reruns. - Both workspace test groups passed. The isolated route suites completed. Two socket failures in the initial route batches passed on individual reruns; all remaining 61 files passed. - Product E2E `create-skill-studio`: passed with local Codex and local ACPX Claude. - Manual browser test: submit a task, observe the real tool call and creation card, open the sidebar, edit in Studio, save, and return. The task reached Done. The saved second revision and sidebar tab survived a server restart. - The new companion headless Runner Eval passed. Companion coverage PR: https://github.com/paperclipai/paperclip-evals/pull/23. Daytona was not run because no immutable runner image was configured. ## Risks - Database writes and local file writes cannot share one transaction. Recovery accepts only an exact file-for-file retry after a database rollback. Conflicting files remain untouched. - The sidebar displays the current skill. The feed card remains the historical creation receipt. - No database migration, dependency, or workflow change is included. - Remote Daytona behavior still needs a run with a configured immutable image. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) handled design, integration, review, and browser verification. OpenAI `gpt-5.6-luna` assisted with bounded implementation and eval work. Both used code execution and tool access. The host 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>	2026-09-16 13:01:58 -05:00
Nicky LeachandClaude Opus 5	b64469e403	feat(workspaces): add an operator default for isolated execution workspaces (#13444 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The execution workspace subsystem decides if a task run uses the shared project checkout or an isolated per-task git worktree > - The mode comes from the project policy, then the task settings. A project that stores no policy always falls back to the shared checkout > - An operator who wants every project to use isolated workspaces must therefore edit each project one at a time, and must repeat this for each new project > - There is no instance-level control, so a fleet operator cannot set this default at all > - This pull request adds a managed experimental flag that moves the default for projects that store no policy of their own > - The benefit is that an operator sets the workspace default one time, and every current and future project follows it ## Linked Issues or Issue Description No public issue exists. The description follows the feature request template. Subsystem affected Execution workspaces. The files are `server/src/services/execution-workspace-policy.ts` and the run dispatch path in `server/src/services/heartbeat.ts`. Problem or motivation `resolveExecutionWorkspaceMode` reads only the project policy, the task settings, and a legacy field. Its last statement returns `shared_workspace`. A project that stores no policy always gets the shared project checkout. An operator has no way to change this default for many projects at the same time. The operator must edit each project, and must edit each new project again later. Tasks in one project therefore share one checkout, and they run one at a time when the environment driver makes the scheduler serialize them. Proposed solution Add the managed experimental flag `enableIsolatedWorkspacesByDefault`. When the flag is on, a project that stores no policy of its own resolves as if it selected isolated workspaces. A project that stores a policy keeps that policy. The new helper substitutes a project policy. It does not move the last statement of `resolveExecutionWorkspaceMode`. Two behaviors make this necessary: - A task that has no project must keep its current behavior. An isolated workspace needs a repository to cut a worktree from. `isUnrunnableWorktreeCombo` blocks an isolated task that has no `projectId` and no `projectWorkspaceId`. A moved fallback would resolve isolated for project-less tasks, such as agent chat, and stop them before dispatch. - The mode and the strategy must agree. `buildExecutionWorkspaceAdapterConfig` supplies the default `git_worktree` strategy only when one layer asserts workspace control. A moved fallback would leave isolated mode with a `project_primary` strategy. Alternatives considered - Change the last statement of `resolveExecutionWorkspaceMode` to `isolated_workspace`. This is one line, but it changes the default for every deployment. It is also not gated, so it would apply where isolated workspaces are off. - Write the policy to each project row with a script. This does not cover new projects, and it does not cover new instances. - Add an instance defaults section to the managed-config document. This needs a new document key, new validation, and new delivery code. A boolean flag reuses the delivery machinery that exists today. Roadmap alignment `ROADMAP.md` does not list execution workspace defaults. This change adds an operator control to an existing capability. It does not add a new capability. Additional context The flag is `tier: "managed"`. A cloud operator can therefore deliver it with the managed-config machinery that exists today. No new delivery code is needed. ## What Changed - Add `enableIsolatedWorkspacesByDefault` to the feature catalog with `tier: "managed"`. Both defaults are off. - Add the flag to the experimental settings schema, the type, and both branches of `normalizeExperimentalSettings`. - Add `applyDefaultIsolatedExecutionWorkspacePolicy` to `execution-workspace-policy.ts`. It substitutes `{ enabled: true, defaultMode: "isolated_workspace" }` only when the flag is on, the task has a project, and the project stores no policy. - Apply the helper in the run dispatch path in `heartbeat.ts`, after the existing `gateProjectExecutionWorkspacePolicy` call. The `hasProject` argument reads the resolved project row, not the raw `projectId` of the task. - Gate the new flag behind `enableIsolatedWorkspaces` at the call site. The new flag does nothing on its own. - Add a toggle card to the instance experimental settings page. The card shows only when isolated workspaces are on. - Add eight tests for the new helper. ## Verification Commands: ``` pnpm --filter @paperclipai/shared typecheck pnpm --filter @paperclipai/ui typecheck cd server && ../node_modules/.bin/tsc --noEmit ``` The server typecheck script also builds a Rust binary. I ran `tsc` directly because this machine has no `cargo`. The server package reports no type errors. Tests: ``` ./node_modules/.bin/vitest run \ server/src/__tests__/execution-workspace-policy.test.ts \ server/src/__tests__/instance-settings-service.test.ts \ server/src/__tests__/instance-settings-cloud-defaults.test.ts \ server/src/__tests__/instance-settings-managed-overlay.test.ts \ server/src/__tests__/instance-settings-routes.test.ts \ server/src/__tests__/managed-config.test.ts \ server/src/__tests__/heartbeat-workspace-busy.test.ts \ server/src/__tests__/heartbeat-workspace-session.test.ts \ server/src/__tests__/heartbeat-workspace-ready-comment.test.ts \ server/src/__tests__/execution-workspaces-service.test.ts \ server/src/__tests__/issue-runtime-workspace-binding.test.ts \ server/src/__tests__/run-trust-preset.test.ts \ packages/shared/src/feature-catalog.test.ts \ packages/shared/src/settings-visibility.test.ts \ packages/shared/src/validators/instance.test.ts \ ui/src/pages/InstanceExperimentalSettings.test.tsx \ ui/src/components/Sidebar.test.tsx ``` All of these files pass. The new tests cover each of these cases: - The helper substitutes an isolated policy for a project that stores none. - The helper changes nothing while the flag is off. - The helper changes nothing for a task that has no project. - The helper keeps a stored policy, including a policy with `enabled: false`. - The resolver returns `isolated_workspace` for an unpolicied project. - An explicit task setting still wins over the operator default. - The substituted policy produces the `git_worktree` strategy. - A project-less task does not become an unrunnable worktree. To confirm the behavior by hand: 1. Turn on Isolated Workspaces, then turn on Use Isolated Workspaces By Default. 2. Open a project that has no execution workspace policy. 3. Start a task in that project. 4. The run gets its own worktree. Tasks in that project no longer wait for each other. ## Risks Low to medium. The details: - The flag defaults to off, and it is inert unless `enableIsolatedWorkspaces` is also on. An instance that does not turn on both flags sees no change. - A project that stores a policy keeps it. This includes a policy with `enabled: false`, which the helper reads as a decision to stay on the shared checkout. - When an operator turns the flag on, the workspace configuration fingerprint changes for projects that store no policy. Their next run creates a new workspace. This is correct, because the mode did change, but the first run after the change does more setup work. - A task that is in flight when the flag changes resumes with a different workspace path than the path its session remembers. An operator should let current runs finish before turning the flag on. - Isolated workspaces use more disk, because each task gets its own worktree. ## Model Used Claude Opus 5 (`claude-opus-5`) in Claude Code, with extended thinking and tool use. The model read the repository, made the change, and ran the typechecks and tests above. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-09-14 20:59:56 -07:00
DottaandPaperclip	422287eecd	fix: preserve runner recovery, warm sessions, and task outcomes (#13338 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The native runner connects task messages, provider execution, and task outcomes. > - First-time user tests exposed gaps in recovery, completion permissions, message delivery, and Stop behavior. > - These gaps left usable output hidden, completed work waiting for bookkeeping, or safe work unable to continue. > - This pull request fixes the shared lifecycle and receipt paths while preserving process ownership and action checks. > - Users can continue work with accurate task state and durable messages. ## Linked Issues or Issue Description What happened? A stopped local Codex execution could remain blocked even after its processes had stopped and its complete transcript proved that no external action needed replay. Claude under Conservative permissions could fail to call task completion tools. Recovery could reuse an assistant item ID and overwrite prior output. A delivered comment could remain marked uncertain after navigation. Stop could look like Pause or a new recovery incident. Workspace contention could look like cancellation. A direct reply reopening Done could enter a clarification loop. Expected behavior Recover automatically only with verified termination and complete action receipts. Preserve answers and messages. Keep task completion available under Conservative permissions without broad tool access. Show crashes as Blocked, actual human decisions as In Review, and ordinary workspace contention as waiting. Stop the current response and allow a new direction. Steps to reproduce 1. Create ordinary response tasks with local Codex and Claude Code, then send follow-up messages through the task composer. 2. Interrupt a disposable local Codex runner during text-only work. Verify automatic continuation and retained output. 3. Stop a response, send a new request, answer a clarification, and reopen completed work with another message. 4. Navigate or reload while a comment submission is pending. Confirm the exact persisted request receipt settles it without removing newer draft text. 5. Run two tasks in a shared Daytona workspace. Confirm waiting does not appear as failure. Paperclip version or commit Initial acceptance baseline: `c9021c6721f91e2c74bd9fee9d3fd41c999d17b7`. Current integration base: `6cef9743c`. Both operator-interruption and workspace-waiting guards are preserved; native restart and legacy permission rules remain documented. Deployment mode An isolated source-built test-drive instance, with real local Codex and Claude Code providers and disposable Daytona environments. Related work: #13314, #13316, #13327, #13344, #13239, #13254, #13163. This PR addresses additional failures from ordinary task journeys, including controller restart handoff and repeated warm sandbox setup. Historical task status reconciliation is excluded. ## What Changed - Persist runner ownership immediately at spawn and resume an explicitly adopted runner even when the controller crashed before the first driver checkpoint. Detach the controller safely across graceful restarts, including session startup. Prevent an old finalizer from suspending or signaling an adopted runner. Checkpoint idle warm sessions before shutdown. Preserve the same run and queued follow-up messages. - Scope saved legacy queue successor checks to the queue owner while preserving ordinary task locks, operator identity, assignment gates, and exactly-once delivery. - Preserve managed Codex credential files when an old session is detached for restart; normal owned cleanup still copies refreshed auth back and removes the scoped copy. - Reuse the bound warm shared sandbox and fully verify an existing staged provider pack before using it. This avoids repeated uploads when the pack is already valid. - Add a narrow local Codex replacement path with stopped-process proof, a closed transcript inventory, exact completion receipts, and fresh-session lineage. Preserve no-replay holds when evidence is incomplete. Recovery may clear only the same run's recorded Blocked status version; manual re-blocking and dependency changes invalidate that receipt, while queued comments do not. Later blocks stop scheduled, queued, and final dispatch; queued/final checks re-read dependencies even when the task status stays In Progress. - Permit only task delivery and human-input tools through the isolated Claude runner's exact task bridge. - Scope assistant item identity to the provider turn and ignore only authority-free Codex skill-change notifications during startup. - Reconcile composer submissions by client request ID across response loss, navigation, and reload. Retain text typed during delivery. - Keep acknowledged run-only Stop neutral and show workspace contention as waiting. Project exhausted native failures as Blocked. - Restore the guarded task-page retry action for failed legacy runs, including the server-supported explicit new-attempt path for stopped conversation adapters. Preserve native/process recovery holds and avoid promising Retry while a decision or execution gate hides it. - Refresh delivered artifacts and handle direct user replies that reopen completed work without a clarification loop. - Check the embedded PostgreSQL PID, data directory, and actual port before connecting or migrating. - Document accepted behavior and add focused regressions at lifecycle, route, transcript, and UI boundaries. ## Verification - Final head `fece606ac2` passes the complete GitHub CI matrix: 34 green checks, two expected Storybook skips, no failures or pending checks, including `ci / verify`, `ci / e2e`, full runner verification, typecheck, build, every server/workspace shard, and all browser shards. [CI run](https://github.com/paperclipai/paperclip/actions/runs/34727183287). Greptile is 5/5 with no open findings. The final two commits only refine test fixtures; both affected suites pass 24/24 locally and in CI, with server typecheck green. - Complete local Vitest coverage uses the canonical groups/shards: all 635 general server suites, all 145 serialized suites, and all workspace packages. The aggregate began on `0a8001c18` while the final queue fix arrived: 23,903 passed, five failed, 87 skipped. The five port/socket/timing failures passed unchanged in follow-ups (60 tests in the exposure/file suites and 412 tests covering the serialized failures and unrun tails). The final queue/operator-identity suites separately passed 52/52. This is aggregate coverage plus explicit reruns, not a pristine single-command final-head run. - After integration with current master, queue/operator-identity/continuation suites passed 162/162 and affected UI suites passed 140/140. ACP Stop/continuation and legacy task/Inbox/message browser suites passed 9/9, including both task recovery Retry and thread Try again, automatic saved-message delivery, exactly one new run, Done, and retained output after reload. The default process Stop/Pause/Resume browser case passed (the native-provider case is opt-in and skipped by default). The complete Board attachment/receipt browser suite passed 11/11 on a disposable instance, covering both composers, exact receipts after lost responses, no replay, bound attachments, and newer drafts after reload. - Blocking-intent regressions cover pre-existing Blocked, a mismatched run/cause, an explicit manual re-block, changed dependencies, a queued comment after failure, and a block arriving between scheduling and provider dispatch. The negative cases reproduced before the fix. All 478 affected executor/recovery/dispatch tests passed; both database suites ran separately after availability-probe skips in the first combined command. The final late-dependency check passed all 143 affected recovery/dispatch tests (zero skips) after two new negative cases reproduced the bug. - Focused runtime regressions cover awaited runner ownership publication, authenticated adoption before the first checkpoint, old-finalizer detachment, idle and busy warm-session shutdown, rejected checkpoint propagation, provider-pack verification, and managed-Codex credential preservation. Four managed credential detachment cases reproduced the bug before the fix; normal owned cleanup still succeeds exactly once. - Live local Claude: SIGKILL 2.6 seconds into startup recovered the same run automatically in 53 seconds, then a normal follow-up completed in 24 seconds. SIGTERM 2.5 seconds into startup preserved the same run (54 seconds) and its queued follow-up (21 seconds). Answers remained visible and the task reached Done. - Live Claude Daytona: a warm follow-up retained its sandbox and fell from 121 seconds to 44 seconds. A separate cold turn took 127 seconds; after controller shutdown and checkpointing, its follow-up completed in 33 seconds with the same sandbox, workspace, native session, and runner. Both answers remained visible and the task was Done. - Other live journeys covered task completion and follow-up with local and Daytona Codex, local Codex crash recovery, Stop then new direction, clarification response, live artifact refresh, and shared-workspace waiting. - Validation limits: the opt-in native composer Stop/Pause→subtree Resume fixture exposes terminal/result ordering and subtree-cancellation attribution bugs that can leave a child task blocked; that new finding is assigned to a separate follow-up and is not claimed fixed here. Default CI skips this optional native-provider fixture. Managed-Codex credential handoff and the queue-agent integration use automated regression evidence. Cold custom provider-pack uploads still add startup latency. ## Risks - Automatic replacement remains deliberately narrow: local Codex, verified stopped identities, unchanged retained state, and a complete text/completion-only turn. Unknown actions, partial history, or changed ownership remain blocked. - Claude completion permission handling changes an upstream package patch. The exact isolated task bridge must remain pinned; unrelated tools keep their existing permissions. - New task failure projection changes user-visible status. No historical status backfill or database migration is included. - This is a broad lifecycle fix across server and UI. Live proof covers graceful local Claude restart during startup and idle Claude Daytona session recovery across controller shutdown. Live abrupt SIGKILL during local Claude startup also recovered the same run. Unknown ownership or missing action evidence still blocks reuse. Cold custom provider-pack uploads still add startup latency; this change avoids unnecessary repeat uploads. ## Model Used OpenAI GPT-6 (Codex), with reasoning, code execution, browser automation, and tool use. The exact hosted model ID and context window are not exposed in this task. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 19:41:15 -05:00
DottaandPaperclip	47ded8bf97	feat: manage AI runtime credentials through Connections (#13247 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need credentials for a specific provider and sign-in method. > - Connections already owns accounts, grants, and access permissions. > - AI authentication should use those same boundaries. > - This pull request adds the storage, API, adoption, and runtime foundation. > - Legacy agents keep their authentication until they explicitly adopt a managed connection. ## Linked Issues or Issue Description Problem or motivation AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. Proposed solution Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. Alternatives considered A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. Roadmap alignment This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add AI-purpose/runtime-auth contracts and an additive, idempotent migration. - Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and catalog entries. - Store credentials on grants. Resolve responsible-user defaults or explicit permitted grants. - Isolate managed credentials and provider sessions across accounts. Block missing credentials without ambient fallback. - Keep imported legacy secrets unchanged during reconnect. Use independent local Codex/Grok sign-in attempts for rotating credentials. - Add authorization, migration, concurrent refresh, retry, cancellation, and legacy-compatibility tests. This is part 1 of a two-PR stack. The app UI follows in #13248. Merge the foundation first. ## Verification - Updated against master `04e364236`, preserving upstream provider login and connector workflows. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All current-head CI checks passed on `2a996560a`, including all server/workspace tests, browser shards, runner verification, typecheck, build, and canary dry run. Greptile reviewed that commit at 5/5 with no unresolved threads. Earlier local full-suite attempts hit the Mac PostgreSQL shared-memory limit; the complete suites passed in CI. - Renumbered the additive AI migration to `0276` after upstream migrations and regenerated its snapshot. Existing legacy agents retain their configuration. - Added local login status checks, owner-scoped retry, managed OpenCode remote homes, credential-aware model discovery, and task connection-repair delivery. ## Risks - Managed credential failures intentionally block execution. They do not restore legacy fallback. - Preview-era copied Codex/Grok subscriptions require independent reconnect. - The integrated branch has live provider acceptance coverage. This update verifies local Claude detection and Codex API-key task repair; it does not add a new subscription authorization/refresh or Daytona stress pass. - Runtime-auth connections must stay excluded from tool and channel handling. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 16:30:10 -05:00
DottaandPaperclip	4d317274ce	feat(channels): add experimental iMessage Photon (#13299 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Channels connect external conversations to company tasks and agent execution. > - Slack, Discord, and AgentMail already provide durable delivery and access controls. > - People also need to reach an agent from Apple Messages and send photos. > - Photon provides shared Pro DMs, dedicated numbers, and authenticated event recovery. > - This pull request connects Photon to the existing channel services. > - People can message an agent while Paperclip retains task ownership and approval authority. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: channel services, shared contracts, database constraints, Apps, and agent Channels UI. Problem or motivation Paperclip has no iMessage channel. A person cannot use Apple Messages to start a task, send a photo, or answer an agent's pending question. Proposed solution Add experimental iMessage Photon with Pro-compatible shared DMs or a dedicated Photon Cloud number per agent channel. Reuse channel admission, identity links, task generations, publication, and interaction continuation. Keep groups disabled for shared allocation. Dedicated lines support groups that an operator explicitly enables. Require a fresh linked message and a published agent response before setup completes. Alternatives considered Shared allocation has no owned phone number, so it reserves one project and allows DMs only. Dedicated allocation reserves one stable number. Local Mac access needs a separate deployment model. The upstream Photon Chat SDK adapter does not persist the poll mappings and send receipts required here. This change uses the lower-level SDK without adding another agent runtime. Roadmap alignment This extends Connected Apps and agent communication through the existing channel subsystem. It does not add a parallel tool connection or agent loop. GitHub searches for Photon and iMessage found no matching provider implementation. Additional context This ships behind the existing experimental channel gate. Dedicated-line release qualification remains incomplete. Real Photon Pro DMs passed task/reply, native poll, text answers, confirmation rejection, media, restart, pause, reconnect, revocation, and removal tests. An operator-supplied iPhone camera HEIC also passed the full round trip. Dedicated groups remain unqualified. See [the verification record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the implementation plan](doc/plans/2026-09-11-imessage-photon.md). ## What Changed - Add the provider catalog entry, shared setup contracts, and a forward migration. A global partial index reserves the dedicated number or shared project until its endpoint is archived. - Add Cloud project inspection, vaulted project credentials, selected-line token renewal, and a leased receiver. Persist checkpoint updates under the receiver lease. Shared project replay accepts sparse increasing sequences only after a complete recovery barrier. - Connect DMs and enabled groups to existing task generations, sender authorization, ordered delivery, and publication services. Keep each iMessage conversation on its task after completion; only explicit `/new` or `/close` releases the binding. Publish committed inbound comments live and label their human bubbles “Sent from iMessage” in both task-chat renderers. - Persist immutable text/file send identities, upload receipts, poll IDs, option IDs, per-person drafts, and canonical interaction continuation proofs. - Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG previews, and related Live Photo companion video retention. - Add the three-step setup flow and channel management surfaces with official branding. Preserve the experimental gate and existing pause/disconnect behavior. - Add interactive production-component Storybooks for setup, access, recovery, and ongoing conversations. Add provider, integration, catalog, and browser regression coverage. Document setup, recovery, supported boundaries, and qualification gaps. ## Verification - Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and receive native Codex replies in Apple Messages. Unlinked senders cannot start work. - Three real follow-ups each reopened the same completed task. Incoming bubbles appeared on its open page without reload and showed “Sent from iMessage.” The third follow-up ran after restarting the server on `4d7222110`; the agent correctly repeated its previous reply from before the restart. - Native polls after restart, sequential text drafts, required-field correction, explicit submission, approval rejection with a required reason, and native continuation passed against Photon. - PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC passed in both directions. The camera photo produced a 3024×4032 JPEG preview. The native agent described it and returned the received HEIC byte-for-byte. - Pause/resume, reconnect, identity revocation, removal, `/status`, `/new`, `/close`, and stale answers after close passed live. Messages suppressed by pause did not become work on resume. Removal stopped intake and removed credential bindings. - All 304 focused tests passed on `4d7222110`. These cover Photon unit/integration behavior, both task-chat renderers, live comment hydration, completed-task continuity after restart, enabled groups, duplicate delivery, and explicit reset/close. The selected Teams completion-boundary regression also passed. Full workspace typecheck/build and token gates passed for the conversation fix; the final UI changes passed their affected typecheck/build and tests. - All 26 new Photon Storybook Playwright cases passed in light and dark themes, including the complete shared-DM setup journey and 390px mobile follow-ups. UI typecheck and the Storybook build passed. These stories use simulated Photon responses and do not replace the live evidence above. - The full chat-adapters browser suite previously passed all 39 cases. Migration checks passed, and migration 0275 applied to the isolated live instance with the earlier Photon migration already applied. - The local full Vitest run was previously interrupted by the host's embedded-Postgres shared-memory limit; it is not a full-suite pass. All 30 applicable CI checks passed on preceding head `7a5419cac`, with two skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit required-story discovery guard to the 26 passing Storybook cases. Greptile rates this final head 5/5 with no unresolved review threads. All 30 applicable CI checks passed, with two optional checks skipped. - A repeated live send key suppressed the duplicate but returned gRPC 6 / SDK `internalError` without an original receipt. Paperclip keeps unknown delivery unresolved. This provider behavior is covered by a regression test. - See [the verification record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package versions, redacted live evidence, deterministic coverage, and remaining qualification gaps. ## Risks - Dedicated group qualification remains unrun; groups are disabled for the approved Pro scope. Real iPhone camera HEIC passed transport, preview generation, agent inspection, and return. Keep the channel experimental; the dedicated-line release matrix remains incomplete. - Shared recovery and attachment aliases were verified against the live gateway. Duplicate writes currently return an error without the original receipt; unresolved sends require operator resolution. The implementation fails visibly on invalid replay ordering, a reset cursor, or changed identity. - The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF binaries have not been executed in this work. Linux musl has no packaged converter. Unsupported conversion retains the original and reports the missing preview. - The migration adds a global reservation across companies for Photon numbers and shared projects. Paused and revoked endpoints keep that reservation until removal. - Integration touches shared channel services. Existing provider browser coverage passes; broad repository verification is recorded above. - `pnpm-lock.yaml` is intentionally excluded under repository policy. The repository bot owns lockfile updates. The additional Superagent supply-chain scan is neutral/inconclusive because these new dependencies are not yet in the committed lockfile. Its security scan passed; all required CI checks pass. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code execution, browser testing, and tool use. The exact served model identifier and context-window size are not exposed in this session. No sub-agents were used. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 15:23:50 -05:00
DottaandPaperclip	ab15aff390	feat: add experimental persistent agent chat (#13284 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description Subsystem affected Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. Problem or motivation Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. Proposed solution Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. Roadmap alignment This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 08:56:04 -05:00
DottaandPaperclip	2083bf6f9a	feat(connections): add AgentMail inboxes and email tasks (#13256 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents controlled access to external services. > - Experimental channels already map conversations to tasks and durable work queues. > - Email needs inbox ownership, recipient envelopes, delivery records, and explicit sends. > - This pull request adds AgentMail to that infrastructure and keeps the provider key in the server vault. > - Agents can receive and send email from local or sandbox execution while the board follows each conversation in its task. ## Linked Issues or Issue Description Problem or motivation Agents need dedicated email addresses. Incoming email should become assigned work. Internal task comments and progress must never become outgoing email by accident. Proposed solution Add experimental AgentMail connections, an inbox assignment wizard, durable email intake and publication, task email cards, and authenticated API, CLI, and native runtime actions. Agents use Paperclip credentials to request sends. Paperclip owns the provider key and enforces access and task authority. Alternatives considered A general mailbox MCP connector does not provide durable task binding or publication boundaries. A separate mailbox application duplicates task collaboration. The board instead directs the agent through the normal task conversation. Roadmap alignment This extends the existing experimental connections and task infrastructure. Product scope and interaction design were reviewed with the maintainer. Related connection authority work: #11831 and #11818. The duplicate search found no competing task-based AgentMail integration. ## What Changed - Add AgentMail catalog data, shared contracts, company-scoped email records, and an additive migration. - Add vaulted setup, inbox assignment, access grants, trust guidance, and provider-side allowlist guidance. - Support WebSocket and signed-webhook intake through a shared durable pipeline, deduplication, catch-up, and task wakeups. - Queue explicit new conversations and replies with immutable send intents, idempotency, delivery state, and uncertain-send resolution. - Show inbound and outbound email cards in normal task conversations. Keep internal messages internal. - Add task-scoped CLI actions and the sandbox callback routes required for Daytona execution. - Provide a dedicated AgentMail skill automatically only to agents with active authorized inbox assignments. Keep email instructions out of the universal Paperclip skill. - Advertise connector-owned `agentmail_inboxes`, `agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery` tools only in eligible native sessions. Recheck live authority on execution. - Isolate Codex CLI connector skills by agent and skill revision. Deliver the assigned skill in the run prompt for adapters that use shared skill directories, including resumed turns. Keep automatic skills out of manual persistent sync. Show them as read-only and document the pattern in the connector playbook. - Fix AgentMail health checks that entered local-stdio validation and optional missing Codex credential cleanup in sandboxes. - Add API, pipeline, authorization, sandbox, browser, and Storybook coverage. ## Verification - Live AgentMail testing covered WebSocket intake, signed webhooks, restart catch-up, and a full receive → task → Daytona Codex CLI → explicit reply → Delivered round trip. The reply was verified in the other inbox. The normal task composer also initiated an outgoing email child task. - The connector-skill change was verified in the browser: AgentMail appears once as an automatic, read-only skill with its assigned address. Disabling experimental chat connections removes it; re-enabling restores it. A regression test covers assignment data arriving after library data. - Connector regression coverage passed 178 runtime utility, email integration, skill-route, and heartbeat tests. All 17 Codex execution tests passed, including per-agent skill isolation, model identity, revision changes, removal, and prompt delivery without shared skill files. - After rebasing onto master, all 44 focused email, heartbeat, and native-authority tests passed. All 313 native-session executor tests passed. The UI regression suite passed all 3 tests. These test sets overlap earlier focused runs. - Full workspace typecheck and build passed after the rebase. Token gates passed. Earlier focused Playwright task/setup coverage and the Storybook build also passed. - Native connector tool execution uses deterministic integration tests. Live Daytona qualification used the Codex CLI adapter; the new shared-home prompt fallback has deterministic coverage. - The full repository suite is run by CI. The earlier unsharded local full-suite attempt was stopped after the equivalent CI suites passed and is not reported as a completed local run. Greptile reviewed `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved threads. All server, workspace, serialized server, and browser suites passed in CI. The build job hit a five-second timeout in a runner transport test; both variants and the full 80-test file passed locally with unchanged timeouts. The build passed on retry on the same commit without code or timeout changes. All required CI gates, including the final `ci / verify` and `ci / e2e` summaries, are green on `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`. ## Risks - Email from external senders can start normal agent work. Setup recommends a low-trust agent and AgentMail sender controls. Sender addresses never grant board membership. - Provider timeouts can leave uncertain sends. Retries retain their idempotency key; expired windows require reconciliation or operator resolution. - Connector skills and native tools are assignment-dependent and require current access. Revocation denies retained calls; assignment changes select a new runtime context. - Activation remains behind the experimental-channel setting. The native runner path has deterministic coverage; live Daytona qualification used the Codex CLI adapter. - Schema changes are additive. Inbox ownership is unique across companies. Disconnect preserves provider inboxes and task history. ## Model Used OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 16:56:38 -05:00
Nicky LeachandPaperclip	ad4f0b5867	Fix Codex API key authentication in tests and runs (#13260 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent runtime settings can bind organization secrets to an adapter environment > - Paperclip redacts plain environment values when it returns a saved agent to the UI > - A saved-agent test sent the redacted `CODEX_HOME` value back to the server > - Codex ACP also received the API key without an ACP API-key authentication request > - This pull request restores saved environment values for tests and selects API-key authentication for Codex ACP runs > - The benefit is that Codex agents can test and run with an organization-scoped OpenAI API key ## Linked Issues or Issue Description What happened? Testing a saved Codex agent sent `*REDACTED` as `CODEX_HOME`. Secret normalization rejected that placeholder. Remote Codex ACP runs received `OPENAI_API_KEY`, but session creation stopped with `Authentication required`. Expected behavior* Paperclip must use the saved `CODEX_HOME` value when it tests an existing agent. Codex ACP must select API-key authentication when `OPENAI_API_KEY` is available. Steps to reproduce 1. Create an organization-scoped secret named `OPENAI_API_KEY`. 2. Give a Codex agent access to the secret. 3. Save the agent runtime settings. 4. Test the saved agent again. 5. Run the agent in a remote sandbox through ACP. Paperclip version or commit Reproduced on master before commit `68c17709d7c051a804a416263e2e08920f1dfcb1`. Deployment mode Self-hosted server with a remote sandbox environment. Installation method Built from source. Agent adapter(s) involved Codex. ## What Changed - Send the saved agent ID with adapter environment tests. - Restore redacted plain environment values from the saved agent before test-time secret resolution. - Select the Codex ACP `api-key` authentication method when `OPENAI_API_KEY` is present. - Add focused regression coverage for saved-agent tests and remote ACP launch configuration. ## Verification - `pnpm --filter @paperclipai/adapter-utils exec vitest run src/acpx-engine/execute.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-adapter-validation-routes.test.ts` - `pnpm --filter @paperclipai/ui exec vitest run src/lib/test-agent-setup.test.ts` - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` - `git diff --check` ## Risks - Low risk. The test route reads saved configuration only when the request supplies a compatible agent ID and the caller can update that agent. - The Codex ACP change applies only when `OPENAI_API_KEY` exists and no explicit `DEFAULT_AUTH_REQUEST` exists. - There are no schema migrations or telemetry changes. > 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 context-window size is not exposed in this runtime. The model used reasoning, repository search, file editing, command execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 13:58:29 -07:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is 5/5, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes all 24 jobs, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal squash auto-merge is enabled as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	6abeb67334	feat: add opt-in chat provider and data foundation (#13100 ) Add dormant provider contracts, qualified patched adapters, tenant-scoped persistence and lifecycle ownership without activating chat routes. Preserve the experimental integration as dependent PR #13038. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-09 13:49:12 -05:00
DottaandPaperclip	6681104692	fix(runner): preserve provider identity and terminal failures (#13074 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runner translates provider events into durable task execution. > - Provider notifications can refer to another thread or a descendant. > - Root validation treated these notifications as fatal, and later layers could lose the original failure. > - This pull request classifies event identity and preserves structured terminal failures. > - The server can then choose safe recovery without weakening tool authority. ## Linked Issues or Issue Description Refs #13038. This change incorporates the shared protocol-integrity and bounded-cleanup prerequisites from that PR. It does not include the chat feature. Related failure classification work: #13028. What happened? An informational provider notification for another thread could terminate the root session. A failed stream could then become a missing-result error and lose its cause. Expected behavior Ignore unrelated informational notices with bounded diagnostics. Reject invalid authoritative events. Preserve the original failure code and recovery meaning through cleanup. Steps to reproduce Run a native Codex task. Deliver a notification for an unrelated thread, or close the stream after a structured failure. Inspect the root outcome and recorded failure. Paperclip version or commit Reproduced before `e20010472`. This branch includes the current session-goal contract from that commit. Deployment mode Built from source. Native runner with Codex. ## What Changed - Classify root, provider-confirmed descendant, stale, unrelated, and invalid provider events. - Keep tool requests bound to their original execution authority. - Preserve typed failures through transport, session, and durable control-plane cleanup. - Keep bounded cleanup failures separate from the primary execution failure. - Add compatible shared contracts for continuation context, execution status, and explicit reconciliation. The dependent PR adds their server and UI consumers. ## Verification - Runner TypeScript and ACPX suites: 1,733 passed, 7 skipped. Node contracts: 38 passed. - Real provider-process fixtures cover 300 descendant identities across restart, the 4,096-identity capacity boundary, and rejection of continuation after terminal acknowledgement and restart. - Repository build, typecheck, and full `pnpm test:run` passed on the rebased stack (18,448 tests passed, 49 skipped). The full Rust workspace passed with `--test-threads=1`; parallel execution exposed an existing fixture port-reservation race. All latest-head CI checks passed. One unchanged artifact-document concurrency test failed on the first CI run and passed on its single rerun. - Added notification, streaming failure, protocol integrity, cleanup quarantine, and durable failure tests. ## Risks Provider event classification must retain the new session-goal behavior on master. Descendant notifications must never gain root tool authority. Shared contract fields are additive. This PR does not migrate data or start replacement provider work. ## Model Used OpenAI GPT-6 through Codex. The exact deployment ID and context window were not exposed. Used reasoning, tool use, code execution, and browser automation. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-09 08:53:07 -05:00
scotttong Paperclip Claude Opus 4.8	5acf56658b	feat(onboarding): first task opens as a chat with a chief of staff (#13068 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Onboarding ends by handing a new user to their first agent on a seeded first task > - Today the wizard asks for a mission up front, the UI composes what the agent is told, and the agent starts running before the user says anything > - New users get a cold, ticket-shaped start, and nobody can edit the agent's brief or persona without a code change > - This pull request makes the first task a short chat: a four-step wizard, a chief-of-staff persona, a greeting plus a two-option opening card, server-owned markdown texts, and no run until the user answers > - It also gives question cards one consistent action row (Cancel / Skip / Next), makes agent hires idempotent within a run, and turns the Paperclip Runner flag on by default for self-hosted instances > - The benefit is a first run the user steers, with texts a board operator can edit as markdown ## Linked Issues or Issue Description No public GitHub issue exists for this change. The feature request fields follow. Related PRs and issues: - Refs #11043 — an earlier draft of the first-task onboarding experience. This PR supersedes it. - Refs #11280 — a report about the onboarding first-task route test. This PR extends that test file. ### Subsystem affected Onboarding wizard, the seeded first task and its texts, task-chat question cards, agent hiring, and the instance experimental settings. ### Problem or motivation The onboarding wizard collects a mission through two extra steps and a questionnaire. The UI then composes the first agent's instructions and the first task description from those answers. The first task wakes the agent at once, so the agent runs and posts before the user types a word. Board operators cannot change the greeting, the brief, or the persona without editing TypeScript. Question cards in chat behave differently per adapter, and a single-select pick submits on click. A misread hire response could create a duplicate agent that the creating agent cannot remove. ### Proposed solution Reduce the wizard to four steps and stop the UI from authoring agent texts. Move the greeting, the brief, the chief-of-staff persona, and the opening question into markdown and JSON files that the server loads at runtime. Seed the persona onto the first agent through an explicit hire marker. Do not wake the first task until the user answers the opening card or types. Give every question card the same Cancel / Skip / Next actions. Add an experimental toggle that switches the single-task proposal between one confirmation card and a plan document with a checkbox card. Make agent hires idempotent within a run. ### Alternatives considered - Keep the mission questionnaire and feed it into the brief. Rejected: the agent asks better questions in chat, and the wizard gets shorter. - Keep the first task open-ended with a plain composer. Rejected: a two-option card gives the user a clear first move. - Derive the plan-document behaviour from the user's intent only. Rejected in favour of an explicit experimental toggle so operators can choose. - Key the "pick does not submit" behaviour off the presence of a submit label. Rejected: several adapters set a submit label on single-select cards, and their cards would change behaviour. ### Roadmap alignment `ROADMAP.md` lists no planned core work on onboarding or the first task. This change refines the existing flow and does not duplicate planned work. ## What Changed - Wizard: four steps (Name your organization, Create your first agent, Connect a model, Review). The front door and both mission steps are removed with their state and saved-progress keys. The UI no longer composes the first agent's instructions or the first task description. - Server-owned texts: the greeting, the brief with two proposal variants, the chief-of-staff persona, the opening question, and a README live in `server/src/onboarding-assets/first-task/` and load at runtime. The create route stores the assembled brief and ignores any client description. - Persona seed: an `onboardingFirstAgent` marker on the hire lets the server seed the chief-of-staff persona over the first agent's entry file. Board-authored hires only. The persona tells the agent the hire response shape and to list agents before it acts on an unclear result. - No auto-run: the first task does not queue an assignment wake. The stranded-assignment reconciler leaves it idle until a user comment or an answered card exists. - Opening card: the server seeds an `ask_user_questions` card right after the greeting with two options: "Interview me and propose a plan and an agent team to execute it." and "I have a task in mind" with free text. Answering wakes the agent. - Experimental toggle `enableFirstTaskPlanProposal` (default off): the single-task proposal is one confirmation card, or a plan document plus a checkbox card when on. - Question cards: every `ask_user_questions` card renders Cancel, Skip, and Next (the submit label on the last question). Skip hides on required questions. Picking an option no longer advances or submits by itself. - Wizard guards: the dashboard's agentless offer ignores a cached empty agent list while a refetch is in flight. The hire step adopts an agent that already carries the typed name instead of hiring "Name 2". - Agent hires are idempotent within a run: a retry of the identical request under the same run id returns the existing agent with `200` and `idempotent: true`. The fingerprint covers the whole validated request, so a corrected payload is a new hire. Lookup, create, and activity record run under one lock per company and run, so overlapping retries cannot both create. - The Paperclip Runner experimental flag defaults to on for self-hosted instances. Cloud keeps its declared default: a managed instance whose tenant row and managed overlay omit the flag resolves it to off. - Question cards: a send that finds an earlier required answer missing returns to that question with a message instead of failing silently. - The two onboarding e2e specs follow the new wizard: the front door and growth intake shots are gone, and the planning-mode spec dismisses the opening card before it reads the composer. - Docs: `docs/board-operator/editing-first-task-texts.md` explains how to edit the texts and the toggle. ## Verification Commands, run from the repo root: ``` pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build pnpm --filter ./packages/shared typecheck pnpm --filter ./ui typecheck pnpm --filter ./server exec tsc --noEmit pnpm check:token-gates pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000 ``` Results on this branch: - Typecheck is clean for shared, ui, and server. - Token gates: 4 of 4 clean. - UI: 344 tests pass across 23 files. - Server: all suites pass. The first test in `agent-skills-routes` has its own 10 s cap and needs about 15 s on my laptop for the app cold start. It passes with a longer cap. This PR does not change that cap. Manual steps on a dev instance: 1. Open `/onboarding`. Confirm four steps: Name your organization, Create your first agent, Connect a model, Review. 2. Finish the wizard. Confirm the first task shows the chief-of-staff greeting and the opening card with two options. Confirm no run starts. 3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm a run starts and an interview card of 3–4 questions arrives. 4. On a fresh organization, pick "I have a task in mind", type a task, and press Continue. Confirm a proposal arrives as one confirmation card. 5. Turn on Settings → Experimental → "First task: propose with a plan document" and repeat step 4. Confirm a plan document and a checkbox card arrive. 6. Visit the dashboard after the hire. Confirm the wizard does not reopen and one agent exists. 7. Open any question card. Confirm Cancel returns the plain composer with the card still pending, Skip advances an optional question, and Next moves to the next question. Design reference with flow diagrams, chat mock-ups, and live captures: https://pages.paperclip.ing/first-task-flow/proposed/ ## Risks - `pnpm dev` now builds the runner daemon because the Paperclip Runner flag is on by default. Developers without a Rust toolchain must set `PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances that never set the flag now let qualified agents use the runner. - The wizard drops the mission steps and their saved-progress keys. A user who is mid-wizard on an older build restarts at step 1 after an upgrade. Existing organizations are not touched. - The first task no longer runs on its own. A user who neither answers the card nor types sees no agent activity. This is intended. - The persona seed applies only to hires that carry the marker from the wizard. API hires are unchanged. - Hire idempotency is scoped to one run id and to the exact request. Retries across runs, or with a changed payload, still create a second agent. The lock is per server process, which matches how an instance serves its API. - Single-select question cards no longer submit on pick. Users of adapters that relied on that behaviour now press Next. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude (Anthropic) through Claude Code. `claude-fable-5-1` with extended thinking, tool use, and code execution wrote most commits. `claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency commits, as the `Co-Authored-By` trailers show. ## 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>	2026-09-08 20:19:14 -07:00
DottaandPaperclip	e200104727	feat: review connection actions from tasks (#13063 ) Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts. Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests. Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 19:37:13 -05:00
DottaandPaperclip	7ed122911b	Add end-to-end session goals to Paperclip Runner Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 16:18:47 -05:00
DottaandPaperclip	e095b84dab	feat(connections): connect services from native task feeds (#13058 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use connections to reach external services. > - A fresh native task can have no service tools installed. > - The agent needs a way to discover services and ask the responsible person for access. > - This pull request brings the existing connection-intent flow into native task execution. > - The person can connect from the task, and the agent can continue with updated tools. ## Linked Issues or Issue Description Subsystem affected Native runner tool authority, connection intents, task interactions, and shared connection setup. Problem or motivation A task that needs an unconnected service cannot finish its work. Leaving the task to configure access also loses context. A resolved request must survive a restart and resume the correct agent once. Proposed solution Expose connection discovery and access requests as server-owned native tools. Render a durable task card and use the shared setup dialog. Persist outcome delivery and start a fresh provider session after access is ready. Alternatives considered Sending the person to the Connections page adds navigation and does not solve continuation. Polling for authorization consumes runs and can create duplicate requests. Roadmap alignment This extends the existing connection-intent runtime and setup experience. It reuses the shared access model and the native runner. Related: #12345, #12347. The service-slug fix in #12906 is related but separate. Companion evaluation PR: https://github.com/paperclipai/paperclip-evals/pull/21. ## What Changed - Expose `connections_search` and `connection_request` with server-bound company, task, agent, and responsible user. Preserve the legacy entry points. - Discover catalog services and authorized custom connections. Check installation, identity, health, and executable permissions before reporting ready. - Keep pending cards through ordinary messages. Reuse requests and retire stale ownership. Put Connect at the right of Not now. - Reuse the shared setup flow in a task dialog. Keep access additive and default to the requesting agent. Recover from cancelled or blocked OAuth windows with a new-tab fallback. - Persist outcome delivery with an idempotent wake key. Resume in a fresh session and recheck ownership before dispatch. - Add native browser fixtures, offline Storybook states, server contracts, and evaluation fixtures. Update guidance and documentation. ## Verification - `pnpm build`: passed after replaying the change on current master. - `pnpm -r typecheck`: passed. - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui build-storybook`: passed. - New continuation-policy regression cases: 16 passed. - Docker-backed PostgreSQL regressions passed for requester-only OAuth access, assignment-only expiry, terminal expiry, and credential-free setup metadata. - Shared setup and task-card UI tests: 121 passed, including configured MCP reconnect URL recovery and preserving user edits across refetch. - Storybook browser checks: all 119 passed on the latest reconnect fix. - `pnpm test:run`: 4,734 tests passed in the first server group, but embedded PostgreSQL startup failures and resulting cleanup errors prevented a complete local pass. All Linux CI lanes passed on the latest reviewed commit. One external-object route test returned an unexplained 500 on the first run; it passed twice locally and the failed shard passed on retry without code changes. - Earlier feature-checkout evidence: three deterministic native browser journeys passed, including restart delivery and an actual fixture tool result. Legacy scripted coverage also passed. All 59 added stories were inspected in light and dark themes. - Live Notion testing recorded successful provider reads. The manual test used a local-trusted instance. It does not prove authenticated/cloud deployment or every provider journey. - Native browser rerun reached the embedded PostgreSQL startup limit before bootstrap, so the latest checkout’s full native browser journey remains unverified. Both OAuth page/task regression cases passed against isolated Docker-backed PostgreSQL 17. They verify no premature task access, requester-only completion, additive retries, and reconnect preservation. - Applied both new migrations twice to isolated PostgreSQL 17. Foreign keys remained intact, duplicate active delivery keys were rejected, and failed delivery records did not block retries. Reviewer path: start a fresh test drive, enable the native runner, use an agent that can perform work directly, and ask it to summarize a Notion page. Connect from the card, then verify the resumed provider call and source-linked answer. The default test-drive CEO is instructed to delegate, so it can introduce an unrelated hiring step. ## Risks - Two additive migrations create durable deliveries and a partial unique wake index. They are idempotent. The wake index can require a maintenance window on large tables because migrations run in a transaction. - OAuth and continuation cross asynchronous boundaries. Tests cover ownership changes, retries, additive access, and restart delivery; live provider behavior still varies. - The latest requester-scope fix has not yet been exercised through live OAuth. GitHub, API-key, authenticated-user, and all recovery journeys are not claimed as verified. ## Model Used OpenAI GPT-6-based Codex assisted with implementation, tests, and review using tools and code execution. The runtime does not expose the exact model version, context window, or reasoning setting. Live evaluation used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used and disclosed unavailable runtime details - [x] I have checked ROADMAP.md and confirmed this extends existing connection work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the feature issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [ ] I have run all required tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 15:55:26 -05:00
DottaandPaperclip	ebaeba40ee	feat: simplify agent onboarding and configuration (#13011 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create agents and configure their runtimes in the board UI. > - The old creation flow presents several choices and a large form before an agent can start. > - The existing onboarding controls already provide clear provider connection steps. > - This pull request uses those controls in a new-agent wizard and organizes the full configuration pages. > - Operators can connect, test, save, and assign a first task while keeping the existing configuration tools. ## Linked Issues or Issue Description Related: #10974. That earlier open PR also reorganizes agent configuration. This PR follows the reviewed Storybook designs for agent creation and the current configuration tabs. What existing behavior does this improve? Agent creation, provider connection, runtime tests, and full agent configuration. Current behavior The creation dialog leads to a large manual configuration form. Provider login controls differ from onboarding. Environment variables and secret access appear in separate places. Proposed behavior Choose a name and adapter. Connect Claude or Codex through the existing onboarding controls. Configure and test the runtime, save the agent, and open a task dialog with that agent assigned. Use the same design on the existing configuration tabs. Reason and benefit The first setup asks for fewer decisions. The full editor keeps instructions, skills, runtime controls, secret access, permissions, keys, and revisions available in clear sections. Breaking changes The board creation and configuration layouts change. The test-environment API adds an optional, allowlisted `testCredentials` field for one-shot probes. Database contracts stay the same. Native ACPX tests now reject unsupported local platforms before a CLI login can mask the runtime restriction. ## What Changed - Added a new-agent wizard with numbered steps, adapter branding, provider connections, editable model choices, runtime tests, and confirmation. - Added Codex app-server, Claude ACPX, and OpenCode runner choices. - Stored API credentials through existing secret APIs and persisted references in agent configuration. New setup keys are isolated from credentials used by existing agents. - Preserved external-agent invitations beside the wizard, including optional messages, one-time prompts, and clipboard fallback. - Added OpenRouter provider and secret bindings for Pi and OpenCode. - Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi, and Hermes. Cursor Cloud keys are saved as new organization secrets. - Fixed Cursor Cloud repository field mapping, omitted empty remote environment values, and added useful model and repository error messages. - Preserved complete MCP assignments when multiple valid profiles contain more than 250 tools in total. Generated profiles retain exact tool selectors. - Added service branding and deployment-aware adapter choices. Cloud setup offers Claude, Codex, and OpenCode; local native runners require the experimental setting. - Made the agent list responsive at intermediate widths. - Applied the reviewed design to the real agent configuration pages. Kept the instruction editor, skills, and existing mutations. - Combined secret access and environment variables under one Save and Discard action. - Added interactive Storybook screens for setup, configuration, confirmation, authentication, and test results. - Fixed Pi provider-error parsing and thinking-effort persistence. Native ACPX validates Linux x64 on the actual local, SSH, or sandbox target. - Redacted the complete transient probe-credential field from HTTP error logs, including rejected provider names. ## Verification - Current head `df0292fe6` has a fresh Greptile 5/5 review with no unresolved findings. All 31 executed CI checks passed, including the aggregate verification gate and all browser E2E shards. Storybook visual regression is skipped by its workflow; the local Storybook build passed. - Browser tests completed real assigned tasks with direct Codex, Claude, OpenCode, Pi, and native Codex. - Verified external-agent invitation generation and automatic prompt copying in the live browser. - Pi and OpenCode used an existing OpenRouter secret. Browser checks covered save and reload, instruction edits, skill selection, environment-variable Save and Discard, and assigned task creation. - Invalid Claude API credentials remained on the connection step with an error. A live Pi/OpenRouter invalid-key probe returned a provider failure and left the user-secret inventory unchanged (zero entries before and after). - Full workspace typecheck and build passed after rebasing onto current master. After review fixes, server and UI typechecks, token gates, and the full build passed again. Storybook built successfully. - All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter regressions passed all 24 tests. Review regressions passed 69 server tests and all 18 agent-list tests. - The local full test command ran 6,971 general server tests successfully. Editing review fixes during that long run caused nine tests to use stale modules; fresh isolated runs passed. An unrelated embedded-Postgres fixture hit the host shared-memory limit; its 15 affected tests passed when the fixture groups ran separately. - Local workspace groups passed after rerunning 18 CLI tests sequentially to avoid host database limits and parallel-load timeouts. The local full command stopped at the general server phase, so serialized server verification comes from the five passing CI shards. - Browser testing at 390px confirmed that the agent action menu opens and the page has no horizontal overflow. CI browser E2E shards passed. - Review the `Onboarding / New agent` and `Agents / Configuration refresh` Storybook groups. In the real app, create an agent, run its connection test, save it, assign a task, and reload its configuration. ## Risks - This changes the main agent setup and configuration UI. Regression tests cover routing, persistence, secret bindings, and form actions. - Native Claude ACPX requires Linux x64. Direct Claude works on macOS. Remote checks execute a bounded platform probe and reject unsupported or unverified targets. - A native OpenCode task reached the provider context limit because of its tool payload. Its provider connection test passed. Direct OpenCode completed a task. This existing native execution limit is not fixed here. - Claude and Codex connection keys use the existing user-secret store. Other runtime setup keys use distinct organization secrets. Existing credentials are never rotated. Probes do not store entered keys. Failed agent creation removes newly staged credentials. - Cursor Cloud has not completed a live task. Its authenticated account still needs GitHub repository access. The live run passed MCP provisioning, remote environment validation, and explicit Auto model selection before the repository prerequisite blocked execution. - Generated runtime MCP profiles can exceed the public profile-edit request limit. They still contain exact catalog selectors and preserve permission boundaries. - No database migration, dependency, lockfile, or workflow changes are included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser automation. The runtime did not expose the exact model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 14:22:32 -05:00
DottaandPaperclip	b97101893f	feat(projects): select multiple GitHub source repositories (#13010 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Projects give tasks a common source repository and execution context. > - The current project form asks for a raw URL and unrelated metadata. > - Teams need to select several repos from GitHub connections they can use. > - This pull request implements the reviewed project form and repository editor. > - The server checks credential ownership and shared audiences before discovery. > - Existing workspace URLs and runtime identity rules remain compatible. ## Linked Issues or Issue Description Problem or motivation Project creation accepts one raw repository URL. It does not help users select repos from their usable GitHub connections or attach several repos together. Proposed solution Add a shared GitHub repository picker to project creation and Configuration. Support multiple selections, transactional persistence, and the existing GitHub setup flow. Simplify the project form and Configuration tab as reviewed. Alternatives considered Keep a raw URL field or add a separate repository table. The existing workspace collection already supports several repositories and keeps legacy URLs compatible. Roadmap alignment This builds on the shipped MCP Tool Gateway and Apps capability. It does not change runtime credential delegation. Related work: #11662 addresses the existing dialog's viewport limits. #4552 addresses generic Git URLs; this change preserves those URLs in existing workspaces. ## What Changed - Add company-scoped repository discovery from usable personal and shared GitHub grants, with provider-ID deduplication, PAT pagination, and partial failure handling. - Document the repository endpoints and board access requirements in OpenAPI. - Validate new selections and save projects with multiple repository workspaces in one transaction. Preserve legacy URLs and existing selections whose access was lost. - Implement the reviewed Create project dialog, shared repository editor, scrolling, and mobile layout. - Move repositories above environment variables, remove Status and Goals controls and env help paragraphs, move Created to the bottom, and redirect Overview to Configuration. - Reuse GitHub setup in dialogs, preserve project drafts, and verify popup completion through the API. - Replace the configuration story's DOM adapter with explicit production composition. Keep the reviewed mobile and short-viewport stories. ## Verification - Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and `pnpm check:token-gates`. - Passed: focused repository access, database persistence, configuration, and connection setup tests. - Passed: `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`. - The browser tests use a real temporary server/database. They cover create, forty persisted repos, mobile scrolling, save/reload, legacy URL editing, and rejection without a partial project. - GitHub responses and popup completion use deterministic fixtures. No real GitHub account was authorized by the test suite. - All CI general, serialized server, and browser test shards pass on the final commit. - The local full-suite run overlapped review edits and was stopped; fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated local worker, built-in-agent, and routine timing/socket failures passed isolated reruns. - Final commit `1b3308dca`: all CI gates pass, including build, runner verification, typecheck, canary dry run, and security checks. Greptile is 5/5 with no unresolved review threads. - Storybook visual regression is opt-in and was skipped by CI; the Storybook build passed locally. ## Risks - Repository discovery depends on provider availability. Failed connections are reported while successful results stay usable. - Selections identify source workspaces; they do not grant agents new credentials. The existing primary-workspace and responsible-user identity rules still apply. - No database migration is needed. Existing API status, goals, dates, and manual workspace URLs remain supported. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, and browser tools. The runtime does not expose a more specific model deployment ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 08:21:28 -05:00
DottaandPaperclip	0ffc091473	feat(connections): add durable GitHub identities and webhooks (#12843 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents need source control access for repository work > - A shared token cannot preserve the responsible person's identity or an agent's dedicated identity > - GitHub App tokens also need durable refresh, repository access checks, and webhook delivery > - Paperclip already has managed connections, encrypted grants, run secret leases, and merge-confirmation behavior > - This pull request extends those systems with GitHub identities instead of adding a parallel credential system > - The benefit is durable GitHub access with explicit identity, repository, runtime, and webhook boundaries ## Linked Issues or Issue Description No public GitHub issue describes this connection change. This description follows the feature request template. Subsystem affected Connected Apps, connection grants, secret resolution, native Git runtime setup, webhook processing, and the Apps UI. Problem or motivation Users need to connect GitHub once and let agents use the correct GitHub identity. A run should use a dedicated agent account when one exists. Otherwise, it should use the responsible person's account. The connection must survive token expiry, repository access changes, and temporary instance downtime. Proposed solution Add user-owned and agent-owned GitHub grants to the existing connection model. Resolve one identity for MCP, Git, `gh`, health checks, and webhook bindings. Store provider tokens in the existing encrypted secret system. Refresh expiring token pairs under the existing lease and compare-and-swap path. Register signed Cloud webhook bindings and process normalized pull request and installation events through a durable local inbox. Alternatives considered An organization-wide GitHub token would lose person and agent attribution. Environment variables alone would bypass the managed connection and grant model. A new GitHub-only credential store would duplicate the existing secret and access systems. GitHub App installation tokens and private-key custody remain outside this first version. Roadmap alignment This change implements the Connected Apps direction. It also extends the shipped MCP Tool Gateway, per-agent secret access, and action-attribution systems. It does not add a repository catalog. The open repository catalog work in [#11234](https://github.com/paperclipai/paperclip/pull/11234) is related and complementary. ## What Changed - Added agent-owned connection grants and a per-agent credential policy with company and subject constraints. - Added a managed GitHub App method while keeping the personal access token method as an advanced fallback. - Added durable access-token and refresh-token handling with proactive rotation and one automatic recovery after a provider `401`. - Added GitHub identity and installation summaries without storing repository-name lists. - Added signed Cloud webhook binding, event lease, acknowledgement, local idempotency, pull request merge processing, and installation access handling. - Added one identity resolver for MCP, native Git, `gh`, checkout, health checks, and webhook bindings. - Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a `github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub noreply commit attribution. - Added personal and dedicated-agent setup choices plus identity, repository, continuity, and webhook status in the Apps UI. - Added schema migrations, tests, and connection documentation. ## Verification - The current head is fully green in GitHub CI, including build, typecheck, all serialized/general server shards, all browser shards, policy, canary dry run, review, and security checks. - Live staging proof completed with a non-expiring GitHub App user token, selected-repository installation, repository add/remove refresh, managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit attribution, signed merged-PR webhook acceptance, durable Cloud-to-instance delivery, and installation-access event processing. Temporary branches and temporary repository access were removed afterward. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed before and after the rebase onto `origin/master`. - `pnpm build` passed. - The focused connector suite passed 285 tests after the rebase. - The full stable suite passed 5,790 tests and failed 22 tests across 8 general server files. The failures reproduced as shared-runner environment issues. They included `/tmp` versus `/private/tmp`, closed database connections, and invalid high ephemeral ports. The focused connection tests pass in isolation. ## Risks - Migrations add agent grant subjects and a durable connection-event inbox. Migration numbering and safety checks pass. - A raw GitHub user token enters the agent process for Git and `gh`. Per-tool Ask-first controls cannot limit those shell operations. The UI warns users about this boundary. - GitHub App user tokens can be non-expiring. Paperclip performs a continuity check every 30 days, but provider revocation still requires a reconnect. - The webhook path accepts only signed and bounded payloads. It stores a minimal normalized record and no raw provider payload. - GitHub repository permissions remain authoritative. Removed access can make a cached repository count temporarily stale, but runtime access fails immediately. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code execution, browser control, and multi-file repository editing. The context window size was not provided. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-04 18:02:52 -05:00
Devin Foley	54dd0f4868	feat(agents): grant new agents hire permission by default (#12814 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent permissions control which agents can create or hire other agents (`canCreateAgents`) > - Today only CEO-role agents get this permission by default; every other agent starts without it > - Teams that want agents to delegate and build out their own teams must flip the toggle on each hire, and most operators want delegation to work out of the box > - This pull request makes `canCreateAgents` default to enabled for new standard-trust agents, while low-trust agents keep a disabled default > - The benefit is that agent teams can grow without per-agent permission toggling, while low-trust containment and checkout protection stay intact ## Linked Issues or Issue Description Related (not fixed by this PR): #8064 also decouples an authority from `agents:create`. Subsystem affected Server agent permissions (`server/src/services/agent-permissions.ts`), authorization (`server/src/services/authorization.ts`), the shared `agentPermissionsSchema` validator, and the UI trust-preset helper. Problem or motivation New agents cannot hire other agents unless an operator enables `canCreateAgents` on each one. Only CEO-role agents get the permission by default. This blocks delegation-by-default workflows. Operators must toggle the permission for every hire. Proposed solution Default `canCreateAgents` to `true` for newly created agents. Apply and persist the default at creation only. Stored rows without an explicit value stay fail-closed at read and enforcement time. Keep the default at `false` when the agent's permissions record marks it low-trust (the `low_trust_review` preset or a trust boundary). Explicit values always win. Decouple `tasks:manage_active_checkouts` from `canCreateAgents` so the default-on flag does not let a peer agent write over another agent's checked-out issue. Alternatives considered Granting the default only at the route layer would leave stored rows and enforcement out of sync. Keeping the checkout authority coupled to `canCreateAgents` would void the active-checkout write protection once the flag is default-on. A per-company setting adds configuration surface without a clear need; explicit per-agent overrides already exist. Roadmap alignment Governance and trust-preset work already separates standard-trust from low-trust agents. This change follows that line: capability by default for standard trust, containment by default for low trust. ## What Changed - `normalizeAgentPermissions` now takes a `create`/`stored` context. Creation writes get the new default: enabled unless `permissionsImplyLowTrust()` detects the low-trust review preset or a trust boundary. Stored rows without an explicit value normalize to disabled (fail-closed). The role parameter is gone. - `agentPermissionsSchema` no longer injects `canCreateAgents: false` when the field is omitted. The server-side default applies instead. - `authorization.ts` normalizes raw agent rows for `agents:create`, so enforcement matches what the API reports for legacy rows. - `tasks:manage_active_checkouts` no longer rides on `canCreateAgents`. CEO role, explicit grants, and the manager chain remain the paths. - `agents:create` is denied outright inside any resolved low-trust execution context (agent, project, issue, or run policy). The default-on flag can never reach the legacy creator allow there. - The UI trust-preset helper sets `canCreateAgents: false` when an agent is switched to the low-trust preset, instead of carrying the old value forward. - `doc/CLI.md` describes the new default for `teams install`. - Tests pin the default matrix (standard, low-trust, explicit overrides) on the server and in the UI helper. ## Verification - `cd server && npx vitest run src/__tests__/agent-permissions-service.test.ts src/__tests__/agent-permissions-routes.test.ts src/__tests__/low-trust-red-team-routes.test.ts src/__tests__/authorization-service.test.ts` — 143 tests pass. - Broader sweep: 18 suites that touch `canCreateAgents` (hire, pending-approval, teams catalog, portability, built-in agents, plugin-managed agents) pass locally. - `cd ui && npx vitest run src/lib/trust-policy-ui.test.ts src/components/TrustPresetSection.test.tsx src/pages/NewAgent.test.tsx src/pages/Agents.test.tsx` — passes. - Typecheck is clean for the changed files in `packages/shared`, `server`, and `ui`. ## Risks - Behavioral shift: agents created after this change persist `canCreateAgents: true` unless low-trust. Pre-existing agents keep their stored value. Legacy or malformed permission records without an explicit value stay fail-closed at read and enforcement time; they never gain the authority retroactively. - Low-trust runs can no longer create agents at all, even when the agent carries an explicit `canCreateAgents: true`. Before this change, that combination could hire. The red-team suite and a new authorization test pin the denial. - Narrowing: a non-CEO agent with `canCreateAgents: true` loses implicit `tasks:manage_active_checkouts`. The manager chain and explicit grants still provide it. This narrowing is deliberate; without it, the default-on flag would let any peer bypass active-checkout write protection. - No migrations. No API shape changes. Low-trust defaults are covered by the red-team regression suite. ## Model Used - Claude Fable 5 (`claude-fable-5`), Anthropic — via Claude Code CLI with extended thinking and tool use (code search, editing, 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) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-03 23:26:51 -07:00
scotttong	597fd63b61	feat(ui): add streamlined navigation foundation (#12746 )	2026-09-02 23:55:43 -07:00
DottaandPaperclip	8c3b8c432a	Simplify app connections and enable managed Google access (#12728 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description What existing behavior does this improve? This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. Subsystem affected Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. Current behavior Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. Proposed behavior Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. Reason and benefit A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. Breaking changes The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-02 14:05:53 -05:00
DottaandPaperclip	4b6de5327e	Remove cheap model profiles (#12683 ) ## Thinking Path > - Paperclip manages agents that use different model providers and adapters. > - Paperclip must keep agent execution rules clear and predictable. > - The cheap-model profile added a second execution mode across adapters, task recovery, APIs, and the UI. > - That mode increased configuration and recovery complexity. > - This pull request removes the cheap-model profile as a product feature. > - The benefit is one model-selection path for normal work and recovery work. ## Linked Issues or Issue Description What existing behavior does this improve? This change simplifies model selection across agent configuration, task execution, recovery, and adapter capabilities. Current behavior Paperclip exposes cheap-model profiles in adapter metadata, agent runtime configuration, task overrides, recovery rules, APIs, and the board UI. Recovery work can select a different model profile from the agent's configured model. Proposed behavior Paperclip uses the agent's configured model for normal work and recovery work. Status-only recovery stays limited to coordination work. The API rejects legacy model-profile configuration. A migration removes stored model-profile values from existing agent, issue, and historical revision records. Reason and benefit One model path reduces configuration, API, UI, and recovery complexity. It also prevents status recovery from becoming a separate product-level model-routing feature. Breaking changes This change removes model-profile fields and adapter capability metadata. Existing stored model-profile values are removed by an idempotent migration. The validators reject new legacy profile values with clear errors. ## What Changed - Removed model-profile types, adapter capabilities, API fields, and model selection logic. - Removed cheap-model controls from agent and task UI surfaces. - Kept status-only recovery limited to coordination context while normal continuations use the configured agent model. - Added an idempotent migration that removes stored model-profile values from agents, issues, and configuration revisions without changing issue update timestamps. - Updated tests and product documentation for the single-model behavior. ## Verification - `pnpm check:token-gates` passes. - `pnpm -r typecheck` passes. - `pnpm build` passes. - `pnpm test:run` completed with 5,607 passing tests and 8 environment-sensitive failures in unrelated fixed-port and database-deadlock suites. The same failures repeated in an isolated rerun. CI is the final clean-room result. ## Risks - This is an intentional breaking change for clients that send model-profile fields. - The migration changes legacy agent, issue, and configuration-revision JSON. It is idempotent and preserves unrelated fields and issue update timestamps. - The change is cross-cutting because the removed feature existed in adapters, shared contracts, the server, plugins, and the UI. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with `gpt-5`. Reasoning and tool use were enabled. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 14:57:38 -05:00
DottaandPaperclip	141f202e40	Clean up experimental settings features (#12681 ) ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Instance settings control optional product features and developer tools. > - The experimental settings page mixed active experiments, internal tools, and old recovery controls. > - Some workspace links also used the selected company instead of the workspace owner. > - These problems made settings hard to scan and could send users to the wrong company route. > - This pull request removes old controls, groups developer settings, and resolves workspace links from workspace data. > - The benefit is a smaller settings surface and correct workspace navigation. ## Linked Issues or Issue Description What existing behavior does this improve? This improves the instance experimental settings page, task watchdog controls, dependency wake recovery, and execution workspace routes. Current behavior The settings page shows old recovery controls and mixes product experiments with internal developer settings. Task watchdogs require an extra feature flag. Some direct workspace links use the current company prefix instead of the company that owns the workspace. Proposed behavior Remove the old task recovery experiment and its unused API surface. Make task watchdog controls available without the removed flag. Put worktree execution and managed environment controls in the developer section. Resolve direct workspace links from the workspace owner and reject a company prefix that does not own the workspace. Reason and benefit The smaller settings page is easier to understand. The server keeps only the dependency wake backstop that it still uses. Workspace links open under the correct company route. Breaking changes This removes the experimental issue graph recovery preview and run endpoints. It also removes the task watchdog feature flag. Task watchdog data and dependency wake behavior remain available. ## What Changed - Removed the old task watchdog and issue graph recovery feature flags. - Removed the old issue graph recovery preview, run controls, API contracts, and unused recovery implementation. - Kept resolved dependency wakes as the scheduler backstop. - Grouped product experiments and Paperclip developer settings on the instance settings page. - Made task watchdog controls available without an extra experimental flag. - Added owner-aware redirects and company checks for execution workspace routes. - Hid the false stopped-state badge while a workspace has no active runtime state. - Updated focused server and UI tests for the new behavior. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` completed with 5,620 passing tests and four failures in unchanged workspace runtime port tests. The same four failures repeat when the two files run alone. - The complete GitHub CI matrix passed, including all server, serialized server, build, canary, and end-to-end jobs. ## Risks - Clients that call the removed experimental recovery endpoints must stop calling them. - The route checks depend on workspace detail access. An unknown or cross-company workspace returns the global not-found page. - There are no database migrations, lockfile changes, workflow changes, or design image changes. > 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 are not exposed. Reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 14:23:05 -05:00
Nicky LeachandPaperclip	ed3559dd21	feat(server): split the Sentry DSN into front-end and backend variables (#12678 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip reports server and browser errors through optional Sentry monitoring > - One environment variable sends both error types to one Sentry project > - Operators need separate control for browser and server error data > - This pull request adds specific variables and keeps the existing variable as a fallback > - The benefit is separate monitoring without breaking current deployments ## Linked Issues or Issue Description What existing behavior does this improve? The Sentry configuration for server and browser monitoring uses one environment variable. Subsystem affected Cross-cutting (multiple of the above) Current behavior `SENTRY_DSN` supplies the server and browser clients. Both clients therefore report to the same Sentry project. Proposed behavior `SENTRY_DSN_FRONTEND` supplies the browser client. `SENTRY_DSN_BACKEND` supplies the server process. `SENTRY_DSN` remains a fallback for either component. Reason and benefit Operators can send browser and server errors to separate Sentry projects. Operators can also activate only one component. Breaking changes None. Existing deployments can continue to use `SENTRY_DSN`. ## What Changed - Add `resolveSentryDsns(env)` and use it in the server and browser configuration paths. - Add precedence, empty-string, fallback, and route tests. - Update the README, observability guide, and stale code comments. - Log one warning when the server uses the legacy fallback without exposing a DSN value. ## Verification - `pnpm vitest run --project server sentry-dsn` — 8 tests pass. - `pnpm vitest run --project server auth-routes` — 21 tests pass. - The earlier run of the three targeted suites passed 40 tests. - `tsc --noEmit` passes for the files in this diff. - All required GitHub Actions checks pass, including the full continuous-integration suite. ## Risks The main risk is an incorrect environment variable precedence rule. Unit tests cover specific values, empty strings, and legacy fallback behavior. The existing `SENTRY_DSN` path remains compatible. ## Model Used OpenAI Codex — GPT-5, current runtime, tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 11:02:04 -07:00
Dotta	ee2a190626	Unify Paperclip Runner experimental controls (#12666 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Runner is an experimental execution adapter. > - The adapter and its required sandbox ingress had separate settings. > - A user could enable one setting and still have an unusable runner configuration. > - The runtime already makes one durable native or legacy decision for each run. > - This pull request uses that runtime decision for ingress authorization. > - The benefit is one clear opt-in with safe recovery for existing native runs. ## Linked Issues or Issue Description What existing behavior does this improve? This improves the experimental settings and transport authorization for Paperclip Runner. Subsystem affected Cross-cutting. This change affects the React settings UI, shared settings contracts, adapter utilities, and server runtime selection. Current behavior Settings shows separate Paperclip Runner and Runner Preview Ingress controls. A user can enable the runner but leave required sandbox ingress disabled. Proposed behavior Settings shows only Paperclip Runner. Its native runtime decision also authorizes provider WebSocket ingress when the execution target requires it. A persisted native run keeps its recovery transport after the setting is disabled. Reason and benefit Paperclip Runner is one experimental capability. One opt-in removes an invalid partial configuration and makes the rollout boundary easier to understand. Breaking changes The Runner Preview Ingress card is removed. The old `enableRunnerPreviewIngress` key remains accepted in stored settings and managed configuration, but it has no server runtime effect. The public adapter-utils input remains compatible through a deprecated alias. Additional context Refs: #12638, #12641, #12656. ## What Changed - Removed the separate Runner Preview Ingress card from Experimental Settings. - Made resolved native runtime selection authorize required provider ingress. - Preserved ingress recovery for persisted native runs after the rollout flag is disabled. - Kept the old settings key and adapter-utils input as deprecated compatibility contracts. - Added focused UI, runtime policy, transport, stored-settings, and managed-config regression tests. - Updated deployment documentation and feature descriptions. ## Verification - GitHub Actions will run typecheck, tests, build, policy, and browser shards. - Focused tests cover the single settings control, runtime authorization, fail-closed transport selection, the deprecated public input, and old managed configuration. - No local tests were run, per the maintainer request to use GitHub Actions for verification. - `git diff --check` passes. ## Risks Low to moderate risk. The effective ingress gate changes from a separate stored flag to the resolved native run decision. Fresh runs still require `enableNativeRunner`. Persisted native runs remain recoverable. Legacy adapters never receive ingress authorization. > 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, with reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 09:21:23 -05:00

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