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Author SHA1 Message Date
Devin FoleyandPaperclip 185515c97b fix(external-objects): refresh PR status labels (#10704)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue properties panel can show external objects such as GitHub
pull requests.
> - Those objects are resolved by external-object providers and then
displayed as compact status labels.
> - A GitHub pull request could remain in the fallback `unknown` state
and appear as `Not yet resolved`.
> - That label is confusing when the object is known but has not been
refreshed yet.
> - This pull request refreshes due external objects from the heartbeat
scheduler and improves the unknown-status copy.
> - The benefit is a properties panel that moves from pending refresh to
the real pull request state without a manual refresh.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. I searched for related
public issues and pull requests using the terms `Not yet refreshed`,
`external objects refresh`, and `external PR status`, and did not find a
duplicate implementation.

**What happened?**

The issue properties panel could show a GitHub pull request as `Not yet
resolved` even when the referenced pull request was valid. The object
stayed stale unless a manual refresh path ran.

**Expected behavior**

A known external object should show pending-refresh copy while it waits
for provider data. When the scheduler refreshes it, the properties panel
should show the provider status such as open, merged, or closed.

**Steps to reproduce**

1. Create or view an issue that references a GitHub pull request.
2. Open the issue properties panel.
3. Observe the external object row before a manual refresh has run.

**Paperclip version or commit**

Current `master` before this pull request.

**Deployment mode**

Local dev and self-hosted server.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Not adapter-specific.

**Database mode**

Not database-related.

**Access context**

Board view.

**Privacy checklist**

I reviewed this description and did not include logs, credentials,
private URLs, internal issue IDs, or PII.

## What Changed

- Added a heartbeat scheduler tick that refreshes due external objects
for active companies.
- Kept manual external-object refresh behavior on the same service path.
- Changed display copy so known provider objects use liveness labels
such as `Not yet refreshed`, while fresh unknown provider statuses show
`Status unavailable`.
- Added server and UI tests for scheduled refresh and label behavior.

## Verification

- `corepack pnpm install --frozen-lockfile`
- `pnpm check:token-gates`
- `pnpm exec vitest run
server/src/__tests__/external-objects-service.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts
ui/src/components/ExternalObjectPill.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/lib/external-objects.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server build`
- `pnpm --filter @paperclipai/ui build`

- `pnpm run typecheck:build-gaps`
- GitHub PR checks passed on head `0e7fcd30`
- Greptile reported 5/5 on head `0e7fcd30` with no unresolved review
threads

Notes:

- I ran recursive typecheck and build first. Both hit container resource
limits with exit 137 during concurrent package work, so I reran the
affected server and UI targets separately.
- An unrelated workspace-runtime auto-port test fails in this container
with a PID ownership mismatch. It is outside the files changed here.

## Risks

Low to medium risk.

The scheduler does more periodic external-object work, so the main risk
is extra provider refresh load. The implementation bounds the work to
active companies, due non-terminal objects, and 50 objects per company
per tick. The path also stays behind the external-objects experimental
setting.

## Model Used

OpenAI GPT-5 Codex in the Codex execution environment, with shell and
GitHub CLI tool use. The runtime did not expose a more specific internal
model ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 20:24:52 -07:00
Devin Foley 7a3815eb9a fix(heartbeat): surface the real cause when a git_worktree base cannot be materialized (#10719)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Heartbeat runs prepare an execution workspace for each issue; with
isolated workspaces (or low-trust runs), the `git_worktree` strategy
needs a real git checkout as its base
> - For repo-only project workspaces, the server materializes the
checkout with a managed `git clone`; when that clone fails, the resolver
drops the error and silently falls back to the agent home directory with
`source: "project_primary"`
> - The pre-dispatch guard then reports
`git_worktree_base_not_git_checkout`, which hides the real cause; if the
fallback directory happens to be a git checkout, the run silently builds
worktrees off the wrong repository
> - This pull request records materialization failures on the resolved
workspace, marks the fallback explicitly, and fails the guard with a
truthful `git_worktree_base_materialization_failed` reason that carries
the clone error
> - The benefit is that operators see the real cause (a failed clone) in
the run error, the blocked-issue comment, and the recovery next action,
instead of a misleading symptom

## Linked Issues or Issue Description

**What happened?**

An issue configured for isolated `git_worktree` execution on a project
whose only workspace is repo-only (a `repoUrl` with no local path) fails
every run with `workspace_validation_failed` and reason
`git_worktree_base_not_git_checkout`, pointing at the agent home
directory. The message does not mention that the managed `git clone` of
the project repository failed (for a private repository the clone can
never succeed without credentials). The recovery flow then blocks the
issue with the same misleading explanation. Run warnings claim "Project
workspace has no local cwd configured" even though the workspace is
configured and the clone failed.

**Expected behavior**

The run failure, the blocked-issue comment, and the recovery next action
should state the real cause: the project workspace checkout could not be
prepared, including the clone error, so the operator can repair the
repository URL, clone access, or configured local cwd. A fallback
directory that happens to be a git checkout must not let the run proceed
against the wrong repository.

**Steps to reproduce**

1. Create a project whose primary workspace has a `repoUrl` pointing at
a private GitHub repository and no local path.
2. Enable the Isolated Workspaces experimental setting (or use a
low-trust run, which forces isolation).
3. Run any issue in that project.
4. The run fails with `git_worktree_base_not_git_checkout` on the agent
home directory; the clone failure appears nowhere.

**Paperclip version or commit**

`master` (bd86dbe41b).

## What Changed

- `resolveAnchorWorkspaceForRun` collects every failed project-workspace
materialization attempt (previously the error was dropped unless the row
was the preferred workspace) and returns two new fields on
`ResolvedWorkspaceForRun`: `baseCwdFallback` and
`materializationFailures`. The `source` label is unchanged because
session migration keys off `source === "project_primary"`.
- `assertGitWorktreeBaseWorkspaceReady` accepts the anchor facts and
fails with the new reason `git_worktree_base_materialization_failed` —
checked before the git-checkout probe, so a fallback directory that
happens to be a git repo can no longer host worktrees for the wrong
repository. The message carries the first scrubbed clone error and
remediation, and lands in `run.error`, the persisted
`workspaceValidation` payload, and the blocked-issue comment.
- New `scrubGitCredentialText` masks URL userinfo (a `repoUrl` can
legitimately embed credentials today) before errors reach warnings or
persisted payloads.
- Fallback warning assembly moved into the pure helper
`buildAnchorFallbackWorkspaceNotes`; a clone failure now produces
"Failed to prepare the project workspace checkout: …" instead of the
false "no local cwd configured", with the existing warning texts
preserved byte-for-byte when nothing failed to materialize.
- The workspace-validation recovery comment and the recovery service's
next action explain the new reason specifically.

## Verification

- `cd server && npx vitest run
src/__tests__/heartbeat-workspace-session.test.ts` — new cases: the new
reason takes precedence over the git-checkout probe (fallback cwd is a
real git repo), payload carries the scrubbed failures, anchor-absent
legacy behavior unchanged, scrubber unit tests, and warning-assembly
unit tests that pin the existing texts.
- `cd server && npx vitest run
src/__tests__/issue-recovery-actions.test.ts
src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts` — recovery surfaces
still pass.
- `pnpm --filter @paperclipai/server typecheck` is clean.

## Risks

- Additive persisted-payload fields and a new reason string; recovery
reason handling falls through to generic text for unknown reasons, and
no UI consumes the `git_worktree_base_*` strings.
- Intentional behavior change: a repo-only project whose clone fails and
whose agent-home fallback happened to be a git checkout previously ran
in that unrelated repository; it now fails with the truthful reason. A
test locks this.
- Runs without isolated workspaces (the default) never reach the guard;
their fallback behavior is unchanged.

## Model Used

Claude Fable 5 (`claude-fable-5`, extended thinking, agentic tool use
via Claude Code CLI).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-02 20:23:15 -07:00
Devin Foley 8b83d69e3c feat(heartbeat): serialize shared-workspace issue runs with bounded busy deferrals (#10699)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service dispatches agent runs, and issues in a project
can share one project workspace (one working tree on disk).
> - Two runs can execute in the same shared workspace at the same time.
Each run mutates the same uncommitted files and branches, and the runs
corrupt each other's state.
> - Multi-agent projects hit this as soon as two issues in one project
become active together, so the platform needs to serialize
shared-workspace execution instead of relying on luck.
> - This pull request adds a pre-dispatch gate: a run whose issue
targets a busy shared workspace is deferred with a bounded scheduled
retry instead of dispatched.
> - The benefit is that concurrent issue runs in one project take turns
in the shared working tree, while isolated-workspace runs and unrelated
workspaces stay fully parallel.

## Linked Issues or Issue Description

Fixes #10645

## What Changed

- `server/src/services/heartbeat.ts`:
- New pre-dispatch gate in the run executor. Before adapter dispatch,
when the run's issue has a `projectWorkspaceId` and the effective
execution workspace mode is `shared_workspace`, the executor looks for a
holder: another `running` run whose context issue shares the same
project workspace. The gate covers every run shape that reaches adapter
dispatch with issue context — assignee execution runs, comment/mention
interaction wakes, and review-participant runs.
- When a holder exists, the run throws `WorkspaceBusyDeferral` instead
of dispatching. The outer catch recognizes the deferral: it cancels the
run with `errorCode: "workspace_busy"` (contention is not a failure),
cancels its wakeup, schedules a retry through the existing
`scheduleBoundedRetryForRun` primitive (`workspace_busy` reason, 60–120
s jittered delay), and returns the agent to idle. The issue execution
lock transfers to the scheduled retry run, so the issue keeps an active
execution path and stranded-issue recovery does not fire.
- An adapter never dispatches alongside a live holder: deferral has no
attempt ceiling, so a deferred run keeps rescheduling until the
workspace frees. Deadlock safety comes from holder liveness, not a
counter — a holder silent past
`ACTIVE_RUN_OUTPUT_SUSPICION_THRESHOLD_MS` (recovery's own "suspicious
silence" bar, 1 h) stops counting as a holder, so a zombie run can only
delay work, never park it forever, and recovery's silent-run escalation
is already reaping it in parallel. If no retry can be scheduled (agent
paused, issue reassigned), the deferral releases the issue execution
lock so the issue does not strand.
- Holder detection honors isolation: when the isolated-workspaces
experiment is enabled, holders whose issue settings select
`isolated_workspace` / `operator_branch` (or the legacy `isolated`
alias) are not counted, because they never touch the shared tree. A NULL
or `agent_default` mode counts as a holder — over-serializing is the
safe direction.
- Non-assignee deferrals survive replay: the deferral stamps
`workspaceBusyDeferredWhileAssignee` into the run context (inherited by
the scheduled retry), and both the retry promotion gate and the
claim-time staleness check exempt a non-assignee `workspace_busy` retry
from the reassignment cancellation — for such a retry an assignee
mismatch is the expected state, not a reassignment race. An assignee
run's retry keeps the full protection: if the issue is reassigned while
the retry pends, it still cancels with `issue_reassigned`.
- `server/src/__tests__/heartbeat-workspace-busy.test.ts` (new):
embedded-Postgres coverage of the full lifecycle plus unit coverage of
the delay window.

## Verification

- `cd server && pnpm vitest run
src/__tests__/heartbeat-workspace-busy.test.ts` — 10 tests:
- a run whose issue targets a busy shared workspace is cancelled with
`workspace_busy`, its adapter never executes, a `scheduled_retry` run
exists with the 60–120 s window, the issue execution lock points at the
retry run, the holder run is untouched, and the agent returns to idle;
- after the holder finishes, `promoteDueScheduledRetries` +
`resumeQueuedRuns` execute the retry run to success;
- a non-assignee comment-mention wake defers, does not touch the issue
execution lock, and its retry promotes, survives the claim-time
staleness check, and executes despite the assignee mismatch;
- an assignee retry is still cancelled with `issue_reassigned` when the
issue is reassigned while the retry pends;
- a holder issue with `executionWorkspaceSettings.mode =
"isolated_workspace"` does not cause deferral;
- a running run in a different project workspace does not cause
deferral;
- a holder silent past the staleness threshold does not cause deferral
(the run executes);
- a retry with ten prior deferrals still defers again — never dispatches
— while the holder is live;
- delay jitter stays inside the base-to-base-plus-jitter window and
clamps out-of-range random sources.
- `cd server && pnpm vitest run src/__tests__/heartbeat-` — full
heartbeat suite sweep.
- `cd server && pnpm run typecheck`.

## Risks

- Behavioral shift: shared-workspace runs that used to start immediately
now wait for the workspace to free. Against a long-running live holder
the wait is unbounded by design — the alternative is dispatching into a
held working tree, which is the corruption this PR removes. Every
deferral is visible in the run timeline (lifecycle event with the holder
run, issue, and attempt number), and the wake is parked, never dropped.
- A zombie holder (a `running` row whose process died) delays contending
runs by up to the 1 h staleness threshold before it stops counting.
Recovery's silent-run escalation targets the same run on the same clock,
so this window matches what the system already tolerates for silent
active runs.
- The holder check and the dispatch are not atomic; two runs that pass
the gate in the same instant can still race. The gate closes the common
window (a second run waking while the first is mid-execution); the
pre-existing sync-conflict handling remains the backstop for the rare
simultaneous start.
- No schema change, no API change, no new configuration.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, tool use, full repository access; implementation, tests, and
verification runs.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-02 12:12:28 -07:00
DottaandPaperclip 717684ad8f Add project folder browsing to skill imports (#9930)
## Thinking Path

> - Paperclip is the control plane teams use to manage AI agents and
their reusable capabilities.
> - Skills Manager lets operators discover and import skills from
project workspaces.
> - Automatic discovery only surfaces skills in conventional locations,
so valid skills stored elsewhere in a project are invisible.
> - Operators need a safe way to navigate project folders without
exposing paths outside the selected workspace.
> - This pull request adds company-scoped workspace folder browsing and
selection to the project skill import flow.
> - The benefit is that operators can find and import valid skill
folders regardless of repository layout while preserving workspace
boundaries.

## Linked Issues or Issue Description

- **Subsystem affected:** Cross-cutting (`server/`, `ui/`, and
`packages/shared`).
- **Problem or motivation:** Project skill imports rely on conventional
directory discovery, which prevents operators from selecting valid
`SKILL.md` folders stored in atypical locations.
- **Proposed solution:** Add a company-scoped browse endpoint and a
folder browser in the import dialog. The server resolves real paths,
rejects traversal outside the workspace, skips symlinks and high-noise
directories, identifies skill directories/files, and caps listings at
250 entries.
- **Alternatives considered:** Expanding the automatic scan to every
directory would be slower and noisier, while accepting arbitrary
filesystem paths would weaken project/workspace scoping.
- **Roadmap alignment:** This extends the completed “Skills Manager,
Skill Studio & Skills Store” capability in `ROADMAP.md` without
duplicating planned core work.
- **Additional context:** GitHub search found no duplicate or closely
related public issues or pull requests.

## What Changed

- Added shared browse request/result contracts and validation for
project workspace navigation.
- Added a company-scoped API route and service that safely lists local
workspace folders and detects `SKILL.md` entries.
- Added project workspace/folder navigation to the import dialog,
including parent navigation, workspace switching, truncation feedback,
and direct skill selection.
- Added service and route regression tests for browsing, skill
detection, company isolation, and traversal rejection.
- Added shared response schemas and OpenAPI documentation for the browse
endpoint.
- Hardened explicit skill selections with realpath containment so
symlinked directories cannot escape the project workspace.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills.test.ts` — 64 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3
tests passed.
- Focused post-review reruns: `company-skills-service.test.ts` — 45
tests passed; shared/server typechecks passed.
- GitHub latest-head checks — all green after one transient e2e rerun;
no pending or failing checks.
- `pnpm check:token-gates` — all gates clean on the rebased head.

## Risks

- Low-to-moderate risk: this adds a filesystem browsing surface.
Realpath containment checks prevent workspace escape, symlinks are
excluded, remote-managed workspaces are rejected, and directory listings
are capped.
- The browser intentionally hides `.git` and `node_modules`; skills
inside those directories cannot be selected through this flow.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.5`, reasoning-enabled with
terminal/tool use and code execution; runtime context-window size is not
exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:55:36 -05:00
0a09e4d975 feat(decisions): add desk workflow and retention (#10672)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Decisions desk shows work that needs a human decision
> - The queue foundation can group and rank decision work
> - Operators also need a focused daily view and a safe way to handle
old work
> - This pull request adds the desk controls, the aging shelf, and
reversible retention
> - It also binds bulk archive decisions to the exact reviewed item set
> - The benefit is a smaller daily queue without lost or orphaned work

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: server, UI, database, and shared contracts.

**Problem or motivation**

Decision work can grow into one large company list. Operators need quick
queue and date controls. Old items also need a safe retention path that
does not delete work.

**Proposed solution**

Add queue and date controls to the Decisions desk. Compute the aging
shelf on the server. Archive idle items after 90 days unless an operator
keeps them. Keep archived items searchable and revivable. Notify origin
agents in one batch per sweep. Bind bulk archive proposals to a signed,
exact item manifest.

**Alternatives considered**

Client-only aging can drift across browsers and source kinds. Deleting
old rows removes audit and recovery paths. An unsigned dynamic bulk
query can archive items that the reviewer did not inspect.

**Roadmap alignment**

This work supports the Work Queues and decision-memory directions in
`ROADMAP.md`. It extends the Decisions and attention-feed foundation
from #10651. Related earlier work includes #9380, #10010, and #10474.

## What Changed

- Added the queue rail, date chips, decide split, triage strip, queue
page, and aging shelf UI.
- Added server-owned shelf state with per-queue retention overrides.
- Added reversible retention state, archive history, and an idempotent
notification outbox.
- Added the 90-day archive sweeper, Keep exemption, archived feed query,
and revive actions.
- Added one origin-agent notification per agent and sweep.
- Added signed bulk archive proposals with exact-set and version checks.
- Persisted queue-exclusion reasons atomically and kept cross-domain
source resolution per-item until it has an exact-set transaction
contract.
- Added API contracts, OpenAPI entries, migration coverage, focused
tests, and Storybook screens.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408
files and 3,362 tests passed)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts`
- `pnpm build`
- `pnpm check:token-gates`
- Focused retention, attention, decisions, migration replay, startup,
and UI API tests.
- Complete queue snapshot regression with 51 items across the normal
50-item page boundary.

The unmodified CLI test reports one warning assertion in this runtime
because the harness injects static AWS credential variables. The
isolated test passes when those two variables are removed.

## Risks

- The migration adds retention and notification outbox tables. It uses
idempotent table, index, and foreign-key creation.
- Retention runs on the heartbeat scheduler interval. Compare-and-set
version checks prevent stale archive writes.
- Bulk archive acceptance fails closed when authority, activity,
version, or the reviewed set changes.
- Archive is reversible and does not delete source records.

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

## Model Used

OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code
execution, database migration generation, and test execution. The
context-window size is not exposed in this runtime.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:47:03 -05:00
DottaandPaperclip 95d33e1788 fix(inbox): archive tasks completed by human users (#10668)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Mine inbox gives each human user a personal work queue.
> - A human user can complete a task from the board.
> - The status update did not update the user's inbox archive state.
> - The completed task therefore stayed in the user's Mine inbox.
> - This pull request archives the task for the human user who completes
it.
> - Agent completion does not change another user's inbox archive state.
> - The benefit is that manual completion removes the task from Mine
without an extra action or comment.

## Linked Issues or Issue Description

**What happened?**

When a human user changed a task status to `done`, the task stayed in
that user's Mine inbox.

**Expected behavior**

The status change should archive the task from that user's Mine inbox.
The operation should not add a task comment.

**Steps to reproduce**

1. Open a task that appears in Mine.
2. Change the task status to `done`.
3. Return to Mine.
4. Observe that the completed task is still present.

**Paperclip version or commit**

`master` before this change.

**Deployment mode**

All deployment modes with a board user and the Mine inbox.

**Access context**

Board (human operator).

## What Changed

- Archive the completed task for the board user who changes its status
to `done`.
- Persist the status update, inbox archive, and archive audit
atomically.
- Publish live and plugin activity only after the owning transaction
commits, including recovery, decision, and approval completion paths.
- Keep agent-driven completion from changing a human user's inbox
archive state.
- Add database-backed regression tests for the archive, audit, Mine
filter, rollback, event publication, recovery, and agent paths.

## Verification

- `pnpm exec vitest run
server/src/__tests__/inbox-archive-routes.test.ts` passed all 7 tests.
- `pnpm exec vitest run
server/src/__tests__/issue-recovery-actions.test.ts` passed all 44
tests.
- Five directly affected server test files passed all 74 tests; decision
and comment-route suites passed all 105 tests.
- `pnpm --filter @paperclipai/server typecheck` passed after the final
fix.
- `pnpm -r typecheck` and `pnpm build` passed.
- The initial repo-wide `pnpm test:run` passed 3,223 tests; one
unrelated plugin orchestration wake-reason test failed and reproduced in
isolation.
- All latest-head GitHub Actions gates are green, including all server
and E2E shards.
- Greptile reviewed the latest commit at 5/5 with no unresolved review
threads.
- Public GitHub search found no duplicate issue or pull request.

## Risks

- Low risk. The behavior only runs on a board user's transition into
`done`.
- Reopening and completing the task again updates the existing per-user
archive row.
- Agent status updates do not archive a human user's inbox.
- Transactional callers must supply a post-commit activity queue;
covered completion paths do so and tests exercise rollback and
publication order.
- This bug fix does not duplicate planned core work in `ROADMAP.md`.

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

## Model Used

OpenAI Codex from the GPT-5 model family assisted with this change. The
runtime does not expose the exact serving model ID or context window.
Reasoning, repository tools, code execution, GitHub CLI, and Paperclip
API access were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:43:36 -05:00
dcac49a4fd feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Isolated workspaces give each task a safe and reproducible checkout.
> - The existing setup cloned the development database before an agent
needed to run the app.
> - This made worktree creation slower and heavier for tasks that never
start a service.
> - Runtime services already use one server start path for heartbeat,
operator, and startup recovery flows.
> - This pull request moves heavy setup to that start path and keeps
worktree creation lean.
> - The benefit is faster isolated workspace creation with the same
reliable runtime setup when a service starts.

## Linked Issues or Issue Description

Related pull request: #10652 covers the initial deferred
database-seeding slice. This pull request supersedes it with end-to-end
runtime provisioning and safe cleanup.

**What existing behavior does this improve?**

This improves isolated worktree creation, runtime service startup, and
isolated instance cleanup.

**Subsystem affected**

Cross-cutting: CLI worktree setup, server runtime orchestration, shared
workspace contracts, and development scripts.

**Current behavior**

Paperclip seeds an isolated development database during worktree
creation. It can also leave an isolated instance directory after
workspace teardown. This work happens even when no runtime service
starts.

**Proposed behavior**

Paperclip creates the worktree with a lean eager setup. It runs an
idempotent runtime provision command before the first managed service
spawn. Concurrent starts share one provision attempt. Teardown removes
the isolated instance safely.

**Reason and benefit**

Many agent tasks only edit and test code. They do not need a running
Paperclip instance. Deferring the database seed reduces workspace
startup cost while preserving automatic setup for tasks that start the
app.

**Breaking changes**

None. The new runtime provision command is optional. Existing workspace
behavior is unchanged when it is absent.

## What Changed

- Split Paperclip worktree setup into a lean eager script and an
idempotent runtime provision script.
- Added `runtimeProvisionCommand` to project, issue, realized workspace,
and persisted workspace contracts.
- Added a per-workspace provision mutex before local service spawn for
heartbeat, operator, and startup recovery flows.
- Added a persisted `provisioning` service state and the
`workspace_runtime_provision` operation phase.
- Kept provision time outside the service readiness timeout and made
failed attempts visible and retryable.
- Reclaimed isolated instance data during safe workspace teardown.
- Serialized deferred database seeding across processes and bound
teardown to the instance root captured in persisted workspace metadata.
- Added tests for config flow, concurrency, retry, no-op behavior,
readiness timing, scripts, CLI commands, and cleanup.
- Documented the eager and runtime provisioning contracts.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase
exposed one environment-sensitive AWS doctor assertion because the agent
runtime injects static AWS credentials)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'`
- Focused runtime tests cover serialized provisioning, retry after
stderr failure, absent-command no-op behavior, operation logging,
persisted state order, and readiness timeout exclusion.
- Focused CLI and cleanup tests cover concurrent seed serialization,
stale-lock fail-closed behavior, persisted instance ownership, and
rewritten sibling pointers.

## Risks

- A faulty runtime provision script blocks service startup. Paperclip
records stderr, marks the service failed, and retries on the next start.
- Concurrent service requests share an in-process provision attempt,
while the seed command uses an atomic filesystem lock across processes.
A stale lock fails closed and requires an operator to verify no seed is
running before removing it.
- Isolated instance cleanup is destructive. The cleanup service
validates ownership and path containment before removal.

> 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`, with agentic reasoning, tool use, and
code execution. The service does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-02 10:37:10 -05:00
173d6d2a71 Reclaim isolated worktree instances during teardown (#10649)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip creates isolated instances for server-managed git
worktrees.
> - The worktree teardown path removes the git worktree but leaves its
isolated instance directory behind.
> - The leaked directory can retain an embedded PostgreSQL process and
database files.
> - Teardown must remove only the collision-resistant instance assigned
to that exact worktree path.
> - This pull request stops the verified embedded PostgreSQL process and
removes the guarded instance directory.
> - The benefit is complete worktree cleanup without risk to another,
default, or live Paperclip instance.

## Linked Issues or Issue Description

**What happened?**

Closing a server-managed git worktree removed the git worktree and
branch, but it left the isolated Paperclip instance directory behind. A
live embedded PostgreSQL process could also keep running against that
directory.

**Expected behavior**

Worktree teardown must stop the isolated embedded PostgreSQL process and
remove only the instance assigned to that exact worktree. It must refuse
mismatched instance IDs and all paths outside
`PAPERCLIP_WORKTREES_DIR/instances/`.

**Steps to reproduce**

1. Create a server-managed git worktree with a repo-local
`.paperclip/.env` file.
2. Start its isolated embedded PostgreSQL instance.
3. Close the execution workspace.
4. Observe that the git worktree is removed but the isolated instance
directory remains.

**Paperclip version or commit**

The bug reproduces on `master` before this change.

**Deployment mode**

Local development with a server-managed git worktree and embedded
PostgreSQL.

## What Changed

- Give server-managed worktrees collision-resistant instance IDs derived
from their resolved absolute paths.
- Capture the repo-local instance pointer before custom teardown
commands can remove it.
- Require the pointer's instance ID to match the exact worktree-derived
ID.
- Resolve and validate the instance path against the canonical managed
worktree instance root.
- Verify and stop the matching embedded PostgreSQL process before
directory removal, including process-exit races.
- Record successful and refused cleanup operations in the workspace
operation log.
- Add focused ownership, process-race, path-safety, and runtime
integration tests.
- Document automatic isolated-instance cleanup for server-managed
worktrees.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-instance-cleanup.test.ts` — 9 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts -t "records teardown and cleanup
operations when a recorder is provided"` — 1 test passed and 99 tests
skipped.
- `node scripts/__tests__/provision-worktree-self-heal.test.mjs` — 4
tests passed.
- `bash -n scripts/provision-worktree.sh` — passed.
- `pnpm --filter @paperclipai/server build` — passed.
- `git diff --check` — passed.

## Risks

The main risk is removal of the wrong instance directory. Provisioning
assigns a path-derived ID with a SHA-256 suffix, and cleanup requires
that exact ID in addition to a safe instance identifier, an absolute
configured home, a strict child path, canonical path checks, and a
second canonical path check immediately before removal. It refuses
legacy or mismatched IDs, symlink escapes, and all paths outside the
managed worktree instance root. Cleanup failures become visible warnings
and do not delete an unverified path.

> 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 runtime does not expose the exact model
snapshot or context-window size. The agent used reasoning, repository
tools, GitHub tools, 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>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
2026-08-01 20:41:11 -05:00
DottaandPaperclip 30c49c8327 feat(decisions): add queues and prioritized attention feed (#10651)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane for companies of AI
agents.
> - Operators use the attention feed to find decisions that need action.
> - The feed has eleven source kinds, but it has no durable queue or
triage state.
> - The feed also returns every item and lacks decision deadlines,
snooze state, and decision-focused ordering.
> - This pull request adds secure queue sidecars and enriches the
attention feed with triage data, filters, cursor pagination, and
decide-now ranking.
> - The benefit is a bounded feed that can show the most urgent
decisions first without weakening source visibility rules.

## Linked Issues or Issue Description

This pull request replaces the closed
[#10634](https://github.com/paperclipai/paperclip/pull/10634). It
combines that queue foundation with the dependent attention-feed change
as one review unit.

**Subsystem affected**

Database schema, shared contracts, server authorization and REST APIs,
and the UI attention client library.

**Problem or motivation**

The attention feed can contain hundreds of mixed decision items.
Operators cannot group them into durable queues, set a decision
deadline, snooze an item, or request a bounded page ordered by urgency.
The current client must download the full feed on each refresh.

**Proposed solution**

Store queue membership and triage state by stable attention identity.
Re-authorize each source during queue reads and writes. Enrich attention
items with queue, deadline, snooze, expiry, rule, and origin data. Add
activity and queue filters, opaque cursor pagination, decide-focused
ordering, and a decide-now count.

**Alternatives considered**

Adding queue fields to every source would duplicate schema and
authorization logic across eleven source kinds. Client-only filtering
and sorting would still transfer the full feed and would make pagination
unstable.

**Roadmap alignment**

This change improves the core decision-attention surface and operator
oversight. It does not implement the separate general-purpose work queue
milestone in `ROADMAP.md`.

## What Changed

- Added company-scoped queue, membership, triage, and append-only event
tables with actor and run provenance.
- Added queue CRUD, item membership, starter-rule discovery, and
decide-by and snooze endpoints.
- Kept source authorization on each queue mutation, read, and count.
- Added attention fields for expiry, rule, origin agent, queues,
decide-by attribution, and snooze state.
- Added activity date filters, queue filters, opaque cursor pagination,
and configurable page limits.
- Added decide-now ordering by deadline, expiry, severity, and activity.
- Added `decideNowCount` and excluded actively snoozed items from the
default feed.
- Updated the shared and UI client contracts.
- Added focused server, route, OpenAPI, and UI client tests.

## Verification

- `pnpm exec vitest run server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-queues-routes.test.ts
server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts
ui/src/lib/attention.test.ts` (72 tests passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared
--filter @paperclipai/server --filter @paperclipai/ui typecheck`
- `git diff --check origin/master...HEAD`

## Risks

- The migration adds four company-scoped tables and provenance foreign
keys. Migration numbering and safety checks pass.
- Attention reads can lazily create starter queues and memberships.
Inserts are idempotent, audited, and transactional.
- Cursor validity depends on the filtered feed. The API returns a clear
validation error when the cursor item no longer exists in that feed.
- Queue reads re-check source visibility. This favors correct
authorization over fewer queries.

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

## Model Used

- OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning,
repository tools, code execution, and test execution. The runtime did
not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 20:37:39 -05:00
DottaandPaperclip 14d4db6330 fix(inbox): keep passive issue views out of Mine (#10581)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The inbox shows work that a board user owns or has joined
> - Issue detail views update a per-user read receipt
> - The Mine query treated that read receipt as user participation
> - A passive view therefore added the issue to Mine
> - This pull request separates passive reads from audited user
mutations
> - The benefit is a Mine inbox that reflects ownership and real
participation

## Linked Issues or Issue Description

**What happened?**

Opening an issue detail marks the issue as read. The Mine query treated
the read receipt as participation. The viewed issue then appeared in
Mine even when the user did not change it.

**Expected behavior**

Viewing an issue can update unread state. A view alone must not add the
issue to Mine. Issue creation, assignment, comments, and audited user
mutations must add it.

**Steps to reproduce**

1. Open an issue that you did not create and that is not assigned to
you.
2. Do not comment or change the issue.
3. Open the Mine inbox.
4. Observe that the issue appears in Mine on the previous
implementation.

**Paperclip version or commit**

`90ead239a8`

**Deployment mode**

Local dev from source.

**Additional context**

Related approach: #3421 changes Mine to an assignee-only filter. This
change keeps participation-based Mine behavior and corrects the
participation signal.

## What Changed

- Use an explicit audited user-mutation allowlist for Mine
participation, including comment cancellation.
- Keep passive reads, previews, denied resource requests, and archive
bookkeeping out of Mine participation.
- Record manual routine reuse as an explicit audited inbox touch instead
of a read receipt.
- Keep that inbox bookkeeping from satisfying routine activity gates.
- Add focused regression coverage for passive views, real mutations,
comment cancellation, and manual routine runs.
- Document the Mine participation contract.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"does not treat passive issue activity"`
- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts -t
"touches a (coalesced|skipped active) routine issue|ignores inbox
bookkeeping activity"`
- `pnpm --filter @paperclipai/server typecheck`
- GitHub latest-head CI: all required checks passed, including build,
typecheck, server suites, and e2e shards.

## Risks

- Low risk. The change affects only the server query that defines user
participation in Mine and the manual routine touch signal.
- Historical audited user mutations can now qualify an issue for Mine.
Passive read and archive actions remain excluded.

> 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 family. The runtime did not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 20:20:34 -05:00
Devin Foley e4b0152ca3 fix(server): keep the agent invokable when a run fails on a workspace sync conflict (#10660)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents on the same project can share one `shared_workspace` clone,
and each sandbox run reconciles its git history back into it
> - When histories written by different runs genuinely diverge,
reconciliation can hit a real merge conflict — a property of the
*workspace*, not of whichever agent happened to run last
> - That agent nonetheless finalized into a sticky `error` state,
removing a healthy agent from rotation while the workspace stayed broken
— and on a shared workspace this serially knocks out every agent that
touches it
> - This pull request classifies workspace-reconciliation failure
signatures as workspace-scoped, so the run still fails with the full
message but the agent stays invokable
> - The benefit is that one bad workspace state no longer disables
agents one by one

## Linked Issues or Issue Description

Refs #10645 — this addresses the sticky-agent-error clause of that
issue. Workspace run serialization / per-agent worktrees remain tracked
there (design sketch on the issue).

## What Changed

- New exported `isWorkspaceSyncConflictFailure(message)` matching the
reconciliation failure signatures: `merge-tree` conflict ("Failed to
merge concurrent remote git histories"), integrate-retry exhaustion
("Failed to integrate concurrent remote git history"), and bundle
prerequisite failures ("did not send all necessary objects", "lacks
these prerequisite commits").
- Both run-failure finalization paths (adapter returned a failed result;
adapter threw) pass `keepIdleOnFailure` for these signatures — the same
mechanism already used for provider-quota failures — so the agent
finalizes to `idle` instead of `error`. The run itself still fails and
carries the full message; nothing about run reporting changes.

## Verification

- `pnpm vitest run
server/src/__tests__/heartbeat-workspace-session.test.ts` — new
signature matrix (4 positive signatures, negatives for unrelated adapter
failures and null/empty); 121 tests total.
- `cd server && pnpm run typecheck`.

## Risks

- Low. The only change is which failure families put the agent into
`error`; behavior for every other failure is untouched. A workspace
stuck in conflict still fails every run against it (visible on the runs
surface) — it just no longer takes agents down with it.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 17:53:20 -07:00
Devin Foley 592cade5a6 feat(server): trigger the push-capability preflight from the issue's stated PR deliverable (#10659)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Runs that must push to GitHub have a pre-dispatch credential
preflight (`push_write_credential_missing`) so the missing token
surfaces as a configuration-incomplete blocker instead of a late runtime
failure
> - The preflight only triggers when the issue mentions the GitHub PR
workflow *skill* — routine-created issues and agent-to-agent handoffs
rarely do, even when their text literally says "push the branch and open
a PR"
> - In practice the credential gap then surfaced only after
implementation and review were complete, stranding finished work
> - This pull request adds a conservative, verb-anchored text heuristic
over the issue title and description as a second preflight trigger
> - The benefit is that the credential ask reaches the human before any
work is burned

## Linked Issues or Issue Description

Fixes #10644 (completes the prevention set with #10648, #10650, #10658)

## What Changed

- `issueTextImpliesPrDeliverable(text)`: matches verb-anchored
deliverable statements — "open/create/raise/submit a (draft) pull
request/PR", "push … branch/remote/origin/upstream". Verb anchoring
deliberately ignores passing mentions ("the PR merged yesterday", "PR
feedback addressed").
- `requiresPushCapabilityPreflight` takes the issue's title+description
and ORs the text heuristic with the existing skill-mention trigger;
adapter-type and issue gating are unchanged. The run-dispatch call site
threads the already-loaded issue text — no extra query.

## Verification

- `pnpm vitest run
server/src/__tests__/heartbeat-workspace-session.test.ts` — new
heuristic matrix (4 positive, 6 negative including null/empty) and
preflight-by-text cases (text triggers, passing mention does not, no
issue → no preflight); 122 tests total.
- `cd server && pnpm run typecheck`.

## Risks

- A false positive turns into a configuration-incomplete blocker asking
for a GitHub token on an issue that didn't need one — the heuristic is
intentionally conservative (verb-anchored) to keep that rare, and the
blocker names the exact remediation.
- No behavior change for issues that neither mention the skill nor state
a PR deliverable.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 17:43:42 -07:00
Devin Foley ddbcf53e31 fix(server): refuse agent delegation cycles back to an open ancestor's creator (#10658)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents decompose work by creating child issues assigned to other
agents
> - When two agents each lack a capability the other assumed (e.g.
neither can push to GitHub), each can "resolve" its blocker by
delegating the same step to the other: A creates a child for B, B
creates a grandchild back for A
> - Nothing detects the cycle; the chain of blocked issues grows and no
signal reaches the human who could actually fix the capability gap
> - This pull request refuses agent-initiated child creation when the
child's assignee is the creator of a still-open ancestor in the same
chain — a mechanical, semantics-free cycle signal
> - The benefit is that the hot-potato dies at creation time with an
actionable error instead of growing a dead chain

## Linked Issues or Issue Description

Fixes #10642 (write-time counterpart: #10648 refuses assignment to
paused agents; the credential-gap *preflight* side is tracked separately
in #10644)

## What Changed

- `issueService.findOpenAncestorCreatedByAgent(parentIssueId, agentId,
{maxDepth})`: bounded walk up the parent chain looking for a still-open
(not done/cancelled) ancestor created by the given agent.
- Agent-initiated issue creation with a parent (both the
create-with-`parentId` route and `POST /issues/:id/children`) now
refuses with a structured 409 (`code: delegation_cycle`, naming the
ancestor) when the new child would be assigned to the agent that created
a still-open ancestor: that agent delegated the work into this chain, so
assigning it back is a cycle. The message states the alternatives —
complete the work, leave the child unassigned, or escalate to a board
operator.
- Deliberately unaffected: human actors (deliberate re-routing is their
call), closed ancestors (re-engaging the creator of finished work is
normal), and accepted-plan decomposition (its children come from a
human-approved plan).

## Verification

- `pnpm vitest run
server/src/__tests__/issue-assignee-invokability-routes.test.ts` — cycle
refused with 409 and no create call; the same child allowed when no open
ancestor matches; board actors never consult the guard.
- `pnpm vitest run server/src/__tests__/issues-service.test.ts` — new
embedded-Postgres coverage: ancestor found through the chain, closed
ancestors ignored, depth bound honored (114 total).
- `pnpm vitest run
server/src/__tests__/issue-create-deduplication-routes.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` —
unchanged (79).
- `cd server && pnpm run typecheck`.

## Risks

- Low-to-moderate: a new 409 for a creation shape that previously
succeeded. The blocked shape (agent assigns new work to the creator of
an open ancestor) is the cycle signature; the legitimate "hand a subtask
to the parent's assignee" pattern is unaffected because it keys on
assignee, not creator. Watchdog and plan-decomposition flows are exempt
or unaffected as described.
- The walk adds at most `maxDepth` (10) single-row lookups per agent
child creation with an assignee.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 17:43:09 -07:00
Devin Foley a0dbe21045 fix(server): stand down recovery while an operator-cancelled run is the latest activity (#10656)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators can cancel a running agent from the board when a run is
unwanted — most acutely while cleaning up a runaway loop
> - The recovery machinery treats a cancelled run like any other
unsuccessful terminal run: the stranded-issue sweep classifies the issue
as stranded, creates a recovery action, and wakes the agent again
> - So cancelling runs to stop a loop *fed* the loop: each operator
cancel spawned a recovery action that re-woke the agent the operator had
just stopped
> - This pull request stamps board-initiated cancellations with operator
attribution and makes the sweep stand down while such a run is the
issue's latest activity
> - The benefit is that an operator's cancel is final until something
new happens, instead of being fought by automation

## Linked Issues or Issue Description

Fixes #10646

## What Changed

- `POST /heartbeat-runs/:runId/cancel` (board-only) now cancels with an
explicit reason ("Cancelled by a board operator") and stamps
`resultJson.cancelledByActorType: "user"` / `cancelledByUserId`.
- `reconcileStrandedAssignedIssues` gains an early stand-down: when the
issue's latest run is operator-cancelled (the new stamp, or the existing
`operator_interrupted` error code from interrupt-by-comment), the issue
is skipped entirely — no recovery action, no wake — and counted in a new
`operatorCancelExempted` result field. The exemption is inherently
self-limiting: any newer run or wake supersedes it because the gate only
looks at the *latest* run.
- System cancellations without operator attribution (lease expiry,
assignee changes, terminal-status cancels, pause holds) keep today's
recovery behavior unchanged.

## Verification

- `pnpm vitest run server/src/__tests__/issue-recovery-actions.test.ts`
(embedded Postgres) — 3 new cases: a stamped operator cancel produces
zero recovery actions and zero wakes; an `operator_interrupted` cancel
likewise; an unattributed system cancel still flows into pre-existing
recovery (wake observed), proving the stand-down is scoped to operator
attribution.
- `pnpm vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/issue-scheduled-retry-routes.test.ts` — unchanged
(109 tests).
- `cd server && pnpm run typecheck`.

## Risks

- Low. The only suppressed behavior is recovery of runs a human
explicitly cancelled from the board; everything else is byte-identical.
If an operator cancels and walks away, the issue stays quiet until any
new activity — which is the intent (the operator owns the next step).

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 16:51:13 -07:00
Devin Foley 0f12721ee9 fix(server): let board users cancel issues with an active review stage (#10655)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server enforces an issue execution policy. It gates status
changes while a review or approval stage is active.
> - A board user could not cancel a task while an agent reviewer held
the active stage. The API returned "Only the active reviewer or approver
can advance the current execution stage".
> - Board users own the board. They must always be able to edit and
cancel any task.
> - This pull request adds a board override to the execution stage
transition. A board cancel clears the pending stage state and proceeds
instead of raising an error.
> - The benefit is that board users can always stop work, even while a
review is pending or the stored stage state has drifted.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Description follows
`bug_report.yml`:

**What happened?**

A board user set a task to `cancelled` while the task had an active
reviewer stage held by an agent. The PATCH failed with "Task Update
Failed... only the assigned approver or reviewer...". The same failure
occurred when the stored stage state had drifted: the server silently
forced the task back to `in_review` instead of honoring the cancel.

**Expected behavior**

A board user can always edit and cancel any task. A board cancel must
clear the pending review stage and apply the requested status.

**Steps to reproduce**

1. Create a task assigned to agent A with agent B configured as reviewer
in the execution policy.
2. Let agent A hand the task off so the review stage becomes active.
3. As the board user, set the task status to Cancelled.
4. The update fails with the reviewer-only error.

Related work: #5487 touches the execution-policy approver UI. It does
not address the board cancel path.

## What Changed

- `server/src/routes/issues.ts`: the issue PATCH route now passes
`allowBoardOverride` when the actor is a board user.
- `server/src/services/issue-execution-policy.ts`: when
`allowBoardOverride` is set and the requested status is not `in_review`
or `in_progress`, the transition clears `executionState` and proceeds.
This applies both while a stage decision is pending and when the stage
state has drifted, so a board cancel is no longer rejected or silently
flipped back to `in_review`.
- Reviewer gating is unchanged for everyone else: a board user who is
the active participant still uses the normal approve / request-changes
flow, and non-participant agents still receive the 422 guard.
- Assignee-only board updates on an `in_review` task keep the stage
state coherent: reassigning to an eligible stage participant re-pends
the stage with them as the current participant, while reassigning to a
non-participant (or unassigning) dissolves the review back to
`in_progress` instead of persisting an `in_review` issue with no
execution state or an ineligible participant.
- New unit tests and route tests cover board cancellation of an active
review stage and of a drifted pending review, plus reviewer swap,
non-participant reassignment, and unassignment during an active review.

## Verification

- In `server/`: `pnpm exec vitest run
src/__tests__/issue-execution-policy.test.ts
src/__tests__/issue-execution-policy-routes.test.ts` — 2 files, 73/73
tests pass on top of current `master`.
- In `server/`: `pnpm run typecheck` passes.

## Risks

- Low risk. The override branch runs only for board actors and only for
target statuses other than `in_review` and `in_progress`. Cancelling
clears `executionState`, so a later reopen starts from a fresh stage
state. Agent-facing flows and reviewer gating are unchanged.

## Model Used

- Claude Fable 5 (Anthropic), model ID `claude-fable-5`, running in
Claude Code (Claude Agent SDK) with extended thinking and agentic 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 15:43:13 -07:00
Devin Foley 27f8c8dbcf feat(server): cap agent review rounds and escalate exhausted reviews to the responsible human (#10650)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution policies let one agent implement and another review,
cycling through changes-requested → addressed rounds
> - Nothing bounds that cycle: no round counter, no escalation, no
termination signal — two agents can ping-pong indefinitely, especially
when the review's success criteria drift to something the implementer
cannot satisfy
> - On a real multi-agent instance this produced 6+ unattended rounds
(~8 runs) that continued even after the human had merged the PR under
review
> - This pull request counts consecutive agent-initiated
changes-requested rounds and, at a configurable cap, hands the
still-pending review to the responsible human instead of bouncing back
to the implementer
> - The benefit is that unattended review loops terminate in a human
decision instead of burning runs forever

## Linked Issues or Issue Description

Fixes #10643

## What Changed

- `IssueExecutionState.changesRequestedCount` (schema + type, default
0): consecutive agent-initiated changes-requested rounds on the current
stage. Carries through executor resubmissions, resets to 0 on approval,
and resets when a **human** makes the changes-requested decision — the
cap targets unattended agent↔agent ping-pong, never human review.
- `IssueExecutionPolicy.maxReviewRounds` (optional, 1–50, default null →
server default `DEFAULT_MAX_REVIEW_ROUNDS = 3`).
- At the cap, the transition records the reviewer's changes-requested
decision as usual but keeps the stage **pending** with the responsible
human (`responsibleUserId`, falling back to `createdByUserId`) as the
participant: the issue is assigned to that human and the pending review
surfaces through the existing attention/review UI. The human then
approves, requests changes (resetting the counter and handing back to
the implementer), or re-scopes.
- The escalated hold is sticky: transitions from anyone other than the
escalated human no longer re-select a configured agent participant for
the stage (which would have silently undone the escalation on the next
unrelated PATCH). The escalated human's own decisions flow through the
normal participant decision branch.
- Issues with no responsible human keep today's hand-back behavior; the
counter still accumulates so operators can see the churn.

## Verification

- `pnpm vitest run server/src/__tests__/issue-execution-policy.test.ts`
— 8 new cases: round counting on hand-back, count carried through
resubmission, escalation at the default cap, sticky hold across
unrelated transitions, human changes-requested resets the counter, human
approval completes the stage, no-responsible-human fallback, and a
`maxReviewRounds: 1` policy override.
- `pnpm vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts` and the full
`@paperclipai/shared` suite (387 tests) — schema additions are backward
compatible (both fields optional with defaults; persisted states without
the counter parse as 0).
- `pnpm --filter @paperclipai/shared exec tsc --noEmit` and `cd server
&& pnpm run typecheck`.

## Risks

- Behavior change: an agent-only review loop that previously ran forever
now escalates to a human after 3 agent rounds by default. Instances that
want longer loops can set `maxReviewRounds` per policy. Flows where a
human participates are unaffected (human decisions reset the counter).
- Escalation requires a `responsibleUserId`/`createdByUserId` on the
issue; without one, behavior is unchanged.
- Persisted execution states from before this change parse with
`changesRequestedCount: 0` — no migration needed.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 15:04:56 -07:00
DottaandPaperclip a388ea1cac Render workspace-ready comments as compact system notices (#10636)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server posts a workspace-ready comment after it prepares an
execution workspace or runtime service.
> - The full Markdown card uses too much space in the task thread.
> - The existing system-notice presentation can show the same comment as
a compact row.
> - The server must keep the original body for API clients and expanded
details.
> - This pull request adds structured presentation data at both
workspace-ready call sites.
> - The benefit is a quieter thread with no data loss and no migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The server posts the workspace-ready task comment after workspace
provisioning and adapter-managed runtime startup.

**Current behavior**

The task thread shows a full Markdown comment with strategy, branch,
working directory, services, and warnings. Long branch names can make
this card dominate the thread.

**Proposed behavior**

Show the comment as a compact system-notice row. Expand the row in place
to show the original Markdown body and structured workspace, service,
and warning details. Use a warning tone and open the details by default
when warnings exist.

**Reason and benefit**

The same workspace data is available in the task properties. The compact
row keeps the thread easy to scan while it preserves the full comment
for API consumers and expanded inspection.

**Breaking changes**

None. The comment body stays unchanged. Existing comments without
presentation data keep their current rendering.

## What Changed

- Added workspace-ready presentation and metadata builders.
- Added structured workspace, service, reuse, and warning details.
- Wired both workspace-ready comment paths to send presentation and
metadata options.
- Added focused unit and heartbeat-level tests.

Collapsed notice:

![Collapsed Workspace Ready compact
notice](https://pages.paperclip.ing/pap-16051-workspace-ready-notice-20260801/collapsed.png)

Expanded notice:

![Expanded Workspace Ready compact
notice](https://pages.paperclip.ing/pap-16051-workspace-ready-notice-20260801/expanded.png)

## Verification

- `pnpm exec vitest run
server/src/services/workspace-runtime-ready-comment.test.ts
server/src/__tests__/heartbeat-workspace-ready-comment.test.ts` — 8
tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 300 server files and 405 UI files passed. One
unrelated CLI AWS doctor test detected static credentials from the
runner environment. The same test passed with `AWS_ACCESS_KEY_ID` and
`AWS_SECRET_ACCESS_KEY` removed.
- Built the existing system-notice Storybook story and captured both
compact and expanded states.
- GitHub CI — all latest-head gates passed. One signoff-policy e2e shard
hit a transient checkout-state race and passed on its single rerun.

## Risks

Low risk. This change only adds optional comment presentation data in
two server paths. The body, database schema, API contract, and old
comments remain unchanged. Incorrect metadata would affect only expanded
structured details; focused tests cover the shape and both warning
states.

> 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 (`gpt-5`, the exact snapshot and context-window
size are not exposed by this runtime). The agent used reasoning,
repository tools, code execution, and visual inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 16:04:43 -05:00
DottaandPaperclip ee851fc364 feat(heartbeat): expose cache-adjusted run cost (#10349)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat service is the control plane that runs agents through
adapters and records each run's usage and cost in the finance/cost
ledger
> - Adapters report a provider cost (`costUsd`), but there is no way to
represent the provider-billed cost *after* prompt-cache discounts, so
cache-heavy runs are priced wrong and some paid runs end up exported
with a zero/null cost
> - A benchmark comparing Paperclip-orchestrated runs against direct
harness invocation of the same tasks measured 1.5–3.1× higher apparent
USD per pair, largely because cache-discounted billing was not
represented in the exported cost data
> - This pull request adds an optional `cacheAdjustedCostUsd` field to
`AdapterExecutionResult` and a `resolveCacheAdjustedCostUsd` helper in
the heartbeat service that prefers the explicit cache-adjusted figure
and falls back to the reported `costUsd`, persisting it into the run's
usage/ledger JSON
> - The benefit is that paid runs are no longer exported as zero/null
cost and cache-heavy runs can be priced correctly, so operators
comparing orchestrated vs. direct costs see real numbers

## Linked Issues or Issue Description

No single existing public issue covers this exactly; closely related
cost-reporting issues:

- Refs #8947 — hermes adapter never reports usage/cost to Paperclip, so
budget limits never trigger
- Refs #6716 — hermes_local cost/usage capture returns zero
- Refs #3320 — expose per-run token counts in activity log and dashboard

**Problem (feature-request form):** Adapters can only report a single
`costUsd`. Providers with prompt caching bill less than the nominal
token cost, and the heartbeat cost accounting has no field for the
cache-adjusted billed amount. As a result, cache-heavy paid runs are
either priced at the undiscounted figure or, when the adapter withholds
the ambiguous number, exported as zero/null. **Proposed solution:** an
explicit optional `cacheAdjustedCostUsd` on the adapter execution
result, resolved server-side with a safe fallback to `costUsd`.
**Alternatives considered:** recomputing cache discounts server-side
from token counts (rejected: provider pricing tables drift and cache
billing rules are provider-specific; the adapter is the source of
truth).

## What Changed

- `packages/adapter-utils/src/types.ts`: added optional
`cacheAdjustedCostUsd?: number | null` to `AdapterExecutionResult`, with
a doc comment on adapter expectations
- `server/src/services/heartbeat.ts`: added exported
`resolveCacheAdjustedCostUsd()` (explicit cache-adjusted value wins when
a finite non-negative number; otherwise falls back to a finite
non-negative `costUsd`; otherwise `null`), and consistently uses the
resolved billed value for ledger cents, cost status, and run usage JSON
- `server/src/__tests__/heartbeat-cost-accounting.test.ts`: added unit
coverage for explicit precedence, fallback, invalid values,
adjusted-only pricing, and discounted ledger billing

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-cost-accounting.test.ts` — 1 file, 7
tests passed
- `pnpm --filter @paperclipai/adapter-utils typecheck` — passed
- `pnpm --filter @paperclipai/server typecheck` — passed
- GitHub Actions on head `dc9c3830bf694b9afb3b27c5c8c36bff38e7fdcb` —
all 26 checks clean/skipped; one unrelated E2E checkout-contention flake
passed on its single failed-job rerun
- Greptile review on the same head — 5/5 with zero unresolved threads

## Risks

- Low risk: the field is optional and additive; when absent, behavior
falls back to the existing `costUsd` path
- Ledger/usage JSON gains a new optional `cacheAdjustedCostUsd` key —
consumers that strictly validate keys would need to tolerate it (usage
JSON is already open-shaped)
- No migrations, no API-breaking 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

- Implementation: Anthropic Claude Fable 5, model ID `claude-fable-5`,
standard context window, agentic coding mode with shell/file tool use
- PR preparation and verification: OpenAI Codex on GPT-5 (the runtime
did not expose a more specific serving snapshot or context-window
value), reasoning mode with shell and GitHub 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 (doc
comment on the new field; no user-facing docs affected)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 07:15:52 -07:00
scotttongandClaude Fable 5 c185e64b77 feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators spend most of their time on the issue detail page. They
talk to the assigned agent there through comments.
> - The current page reads as a ticket form. The thread sits below
properties, the composer sits mid-page, and live agent activity renders
as dense transcript logs.
> - Talking to an agent is a conversation. A chat-first layout matches
that mental model better than a ticket form.
> - A layout change this large must not disrupt current users. It needs
a safe opt-in path and full parity with the existing thread features.
> - This pull request adds a chat-style task view behind a new
"Chat-Style Tasks" experiment toggle. The flag is off by default and the
existing page is unchanged when it is off.
> - The benefit is a focused, readable conversation with the agent: live
tool activity folds into compact summaries, the composer stays at the
bottom, and properties, plan, and artifacts move into header tabs.

## Linked Issues or Issue Description

Refs #49 (chat with agents is a much-wanted feature).

Related PRs found in the dedup search:
- #4489 — an earlier, closed attempt to promote the conversation to the
primary surface on issue detail. This PR is a fresh, flag-gated take on
the same goal.
- #8837 — an open PR that proposes a two-column task layout. It
restructures the same page but keeps the ticket paradigm; this PR is
orthogonal because it is opt-in and chat-first.

**Subsystem affected**

UI (issue detail page).

**Problem or motivation**

The issue detail page presents agent conversations as a ticket:
properties first, thread below, composer in the middle of the page, and
raw transcript noise during live runs. Users who mainly converse with
their agents must scroll past chrome to follow the conversation, and
live activity is hard to read.

**Proposed solution**

An opt-in chat-style view of the issue detail page, gated by a new
"Chat-Style Tasks" experiment toggle in Settings → Experimental. With
the flag on, the thread fills the center pane, the composer docks to the
bottom of the viewport, Properties / Plan / Artifacts become header
tabs, live turns show a status pill with the current tool action and
elapsed time, and settled turns collapse to a "Worked · N tools" summary
that expands into per-tool rows. With the flag off, nothing changes.

**Alternatives considered**

Restyling the existing layout in place (rejected: too disruptive without
an opt-out), and a separate chat page beside the issue page (rejected:
splits the task's single source of truth). A per-request lab page
(`/task-chat-lab`, dev-only) was kept for design iteration instead.

**Roadmap alignment**

ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to
real work objects. This PR keeps the core task-and-comments model — it
only changes presentation, opt-in — so it does not duplicate that
planned work.

## What Changed

- New `enableTaskChatRedesign` instance setting, exposed as a
"Chat-Style Tasks" experiment card in Settings → Experimental (shared
feature catalog, validators, server instance-settings service, and UI
settings page).
- New `ui/src/components/task-chat/` component family: chat thread with
turn grouping, agent reply bubbles, live status pill, collapsible turn
summaries with per-tool rows, plan tab with a sticky CTA action bar,
inline interaction cards, per-request mode chips, and a bottom-docked
composer.
- A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs
and icons; the status pill, tool rows, and the classic transcript view
all use it.
- A transcript adapter converts stored run logs into chat turns; it
dedupes tool-call updates by `toolUseId` so tool counts match the
expanded rows, and it keeps a tool row's first real name when later
generic updates arrive.
- Composer: posts on Cmd/Ctrl+Enter, supports image paste with
object-URL thumbnail previews (revoked on clear/unmount), and uploads
through the issue attachments route.
- `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar,
the header is not sticky, and the chat fills the center; with the flag
off, the previous layout renders unchanged.
- Motion tokens for the new animations live in `ui/src/index.css` with a
`motion-tokens.ts` catalog and a test that keeps the two in sync (the
catalog now also covers the shared enter/exit/swap tokens that the
decision/quicklook block declares).
- A dev-only `/task-chat-lab` page with fixtures and a tweak panel for
motion tuning.

## Verification

- `pnpm typecheck` — clean across the workspace.
- `pnpm check:token-gates` — 3/3 CLEAN.
- `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The
one failure is `IssueProperties.test.tsx` monitor-row time formatting,
which is timezone-sensitive: it also fails on unmodified `origin/master`
in a non-UTC timezone and passes with `TZ=UTC`. It is not related to
this change.
- `cd server && pnpm vitest run
src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers
the new setting).
- Manual: start the dev server, open Settings → Experimental, enable
"Chat-Style Tasks", and open any issue. The thread fills the page, the
composer docks to the bottom, and Properties / Plan / Artifacts appear
as header tabs. Assign an agent and comment to watch a live run: the
status pill shows the current tool action with elapsed time, and the
finished turn folds into a "Worked · N tools" summary. Disable the
toggle and confirm the classic page is unchanged.
- Visual snapshot baselines are intentionally not updated: per
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- The flag-off path goes through the same `IssueDetail.tsx` file, so a
regression there would affect current users. Mitigation: the classic
markup renders through the same components as before behind explicit
flag conditionals, and the full UI suite passes.
- The transcript adapter interprets stored run-log formats, including
legacy entries without `toolUseId`. Malformed logs degrade to generic
tool rows rather than crashing.
- The new view changes no server behavior other than one additive
instance setting; it is additive and default-off. Overall risk with the
flag off is low.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5),
extended thinking enabled, agentic tool use (file editing, shell, test
execution) via Claude Code / Claude Agent SDK.

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-01 02:26:47 -07:00
DottaandPaperclip 92c3d9f0d9 fix(server): stop requiring PAPERCLIP_DECISION_SIGNING_SECRET at startup (#10594)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server signs decision specifications with an HMAC
> - PR #10010 made `PAPERCLIP_DECISION_SIGNING_SECRET` a hard startup
requirement
> - Existing installs do not have this new environment variable
> - Those installs now stop during startup
> - This pull request uses a secure persisted instance key when the
override is absent
> - The benefit is that existing installs start without new
configuration and decision signing remains fail-closed

## Linked Issues or Issue Description

**What happened?**

After #10010, `startServer()` throws when
`PAPERCLIP_DECISION_SIGNING_SECRET` is unset or shorter than 32
characters. Existing installs without the new environment variable stop
at startup.

**Expected behavior**

The server starts without manual configuration. A new optional feature
must not add a required environment variable for existing installs.

**Steps to reproduce**

1. Check out `master` at 9c1f8e7887.
2. Unset `PAPERCLIP_DECISION_SIGNING_SECRET`.
3. Start the server.
4. Observe that startup stops with a missing-secret error.

**Paperclip version or commit**

`master` at 9c1f8e7887.

**Deployment mode**

All deployment modes are affected when the environment variable is
absent.

## What Changed

- Treat `PAPERCLIP_DECISION_SIGNING_SECRET` as an optional override.
- Generate a random per-instance key at
`<instance>/secrets/decision-signing.key` when the override is absent.
- Publish a complete first-time key with an atomic no-overwrite link so
concurrent server starts use one key.
- Repair permissive modes on process-owned secrets directories and
regular key files, reject planted symlinks or foreign-owned paths, and
fail startup if `0700`/`0600` cannot be enforced.
- Keep an explicitly configured secret shorter than 32 characters as a
startup error.
- Add startup, permission, planted-symlink, fail-closed verification,
and generated-key round-trip tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — 45 tests passed.
- `pnpm --filter @paperclipai/server exec tsc --noEmit` — passed.
- Eight simultaneous resolver processes returned the same persisted key.
The secrets directory/key modes were `0700`/`0600`.
- `git diff --check` — passed.

## Risks

- Existing configured secrets remain unchanged.
- Removing a configured secret after a proposal makes the prior
signature fail verification. Restoring the secret restores verification.
- A restored secrets directory or key with unsafe permissions now fails
startup when the server cannot repair it to `0700`/`0600`; symlinks and
paths owned by another local user are rejected rather than trusted.
- The generated key uses an atomic hard link in the instance secrets
directory. An unsupported file system fails startup instead of replacing
an existing key.
- Existing installs that failed at startup did not sign decisions with a
missing key.

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

## Model Used

- Anthropic Claude Fable 5, model ID `claude-fable-5`, produced the
initial implementation with extended reasoning and tool use.
- OpenAI Codex, model ID `gpt-5`, addressed review findings and prepared
the PR with reasoning, repository editing, code execution, and GitHub
tooling. The runtime did not expose the context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 22:48:32 -07:00
DottaandPaperclip b163c6c473 fix(server): preserve hot restart intent across path upgrade (#10593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server can preserve eligible agent runs during a controlled hot
restart.
> - A path change moved restart state from the Paperclip home root to
the instance root.
> - A staged update can therefore make the old server and the new server
read different intent files.
> - The old server then drains live runs, while the new server can start
without a shutdown snapshot.
> - This pull request adds a correlated compatibility handoff and
records the live preflight set.
> - It also verifies the target process instance on Linux, macOS, and
Windows.
> - The benefit is complete and safe run classification across the path
upgrade.

## Linked Issues or Issue Description

No public GitHub issue covers this defect.

**What happened?**

A staged hot restart can run an older server that reads
`hot-restart-intent.json` from the Paperclip home root and a new server
that writes the file under the instance root. The old server misses the
request and uses graceful drain. The new server later finds its marker
without a shutdown snapshot. Before this change, that state could
produce an empty loss list even when live runs existed before restart.

**Expected behavior**

The old server must receive the PID-targeted restart request at its
legacy path. The new server must correlate the legacy shutdown snapshot
with its instance-scoped request. Every run that was live during
preflight must appear as adopted, finalized while down, or lost. A
reused PID must not let a stale marker claim a different process
instance.

**Steps to reproduce**

1. Start a server version from before the instance-root marker change.
2. Keep one or more local-agent heartbeat runs active.
3. Stage a current build and request a hot restart from that build.
4. Observe that the old server reads only the home-root path while the
staged build writes only the instance-root path.
5. Observe graceful drain and a new-server intent that has no shutdown
snapshot.

**Paperclip version or commit**

The path transition entered `master` in #10045. The hot-restart adoption
flow came from #9647. This fix targets current `master` and
compatibility with the immediately preceding home-root behavior.

**Deployment mode**

Self-hosted server built from source with controlled service hot
restarts.

Related work: #9628 is the original broader hot-restart feature PR.
#10556 addresses embedded PostgreSQL lifecycle behavior and does not
address marker-path compatibility.

## What Changed

- Write an authoritative instance-scoped intent and a correlated legacy
home-root handoff marker.
- Merge a legacy shutdown snapshot only when immutable request identity
fields match.
- Prevent a non-default instance from consuming an uncorrelated
legacy-only marker.
- Record preflight running heartbeat IDs and reconcile snapshot
omissions from current database state.
- Serialize marker claims, snapshot writes, stale recovery, and matching
cleanup with recoverable per-path filesystem leases.
- Read process start identity on Linux, macOS, and Windows to
distinguish a reused PID from the original server.
- Require identity for new restart requests and fail closed when a
supported platform cannot provide it.
- Classify older markers by comparing the replacement server boot time
or operating-system process start time with the request time.
- Close the preflight database client explicitly and use a root-safe SQL
query.
- Add focused unit, platform-branch, database-backed, and CI regression
coverage.
- Document the compatibility handoff, process identity probes, and
instance-scoped report path.

## Verification

- `pnpm exec vitest run server/src/services/hot-restart.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t
"hot-restart|old-server legacy|preflight live|preflight run|spawn
identity before hot restart"` — 24 tests passed and 90 tests were
skipped across 2 files.
- `pnpm exec vitest run server/src/services/hot-restart.test.ts` — 17
tests passed.
- `pnpm exec vitest run
server/src/__tests__/issue-watchdogs-routes.test.ts -t "restarts a
stalled claimed run"` — 1 test passed and 10 tests were skipped.
- `pnpm exec vitest run
server/src/__tests__/agent-action-audit-routes.test.ts -t "allows an
agent with issue:delegate"` — 1 test passed and 7 tests were skipped.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check` — passed.
- GitHub Actions — 26 of 26 checks passed at
`55a79cb029be8b1dc89926d9d89ccd2181266d5c`.
- Greptile — 5/5 at the same head with no unresolved current-head review
threads.

## Risks

- The legacy handoff path is shared across instances. Exclusive claims
and per-path leases prevent overwrite and match-before-delete races.
- Process identity uses platform commands as a fallback when the health
endpoint has no identity. Linux reads `/proc`, macOS and BSD use `ps`,
and Windows uses PowerShell.
- A supported-platform identity probe failure aborts the restart. This
fails closed instead of replacing an unknown live process.
- Older intent files do not contain process identity. The server
compares the replacement boot or process start time with the request
time when those values are available.
- A preflight database read can fail before the marker is written. The
command fails closed instead of claiming a restart whose live-run set is
unknown.

> 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 model ID and
context-window size were not exposed by this runtime. Reasoning,
repository editing, shell execution, test execution, GitHub CLI, and
Paperclip API capabilities were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 21:55:59 -07:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can currently perform many mutations directly, while humans
often need a durable review point before cross-issue or destructive
actions occur
> - Existing approvals and issue-thread interactions do not provide a
standalone, reusable object for presenting options, collecting typed
inputs, detecting stale targets, and auditing effect execution
> - The control plane therefore needs a first-class propose mode that
separates an agent's recommendation from the governed mutation it may
cause
> - This pull request adds Decisions v1 across the database, shared
contracts, server execution and telemetry, agent skill guidance, and
operator UI
> - The benefit is that agents can propose multi-option actions safely
while operators get explicit provenance, fail-closed execution,
per-effect results, and a focused attention workflow

## Linked Issues or Issue Description

### Subsystem affected

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

### Problem or motivation

Agents need a governed way to propose consequential work without
immediately mutating issues, especially when one choice can affect
several issue trees. Existing approvals and issue-thread interactions do
not provide a standalone object with typed options, target snapshots,
effect-level authorization, expiration, execution outcomes, and reusable
attention-feed presentation.

### Proposed solution

Add first-class Decisions that store options and typed inputs, surface
open proposals in the operator attention feed, validate target freshness
and the origin-agent/operator authorization intersection at decision
time, execute a bounded set of auditable effects, and retain terminal
outcomes. Decisions v1 supports comments, status and assignee changes,
follow-up issue creation, blocker resolution, and issue-tree
cancellation, plus bundle grouping, expiration/dismissal, rule-key
telemetry, and agent-facing API guidance.

### Alternatives considered

- Extend approvals with arbitrary effects: rejected because approvals
represent governed yes/no actions and would become an unsafe generic
mutation envelope.
- Model every proposal as an issue-thread interaction: rejected because
decisions can span several targets and need independent lifecycle,
telemetry, idempotency, and effect results.
- Let agents perform the mutation and ask for retrospective review:
rejected because it removes the pre-execution governance boundary this
feature is meant to provide.

### Roadmap alignment

Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**,
**Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool
access)**, and **Activity History** by making explicit decisions,
authorization gates, auditable execution, and terminal outcomes
first-class control-plane objects.

### Additional context

This does not replace existing approvals or issue-thread interactions,
and it does not add an unrestricted generic mutation effect.

## What Changed

- Added company-scoped decision, option, target, and effect-execution
schema plus migration and shared TypeScript/Zod contracts.
- Added decision routes and services for propose, list/get, decide,
dismiss, cancel, target freshness checks, authorization intersection,
idempotency, activity logging, and execution auditing.
- Added rule-key decision telemetry and attention-feed metadata so open
decisions are visible and measurable.
- Added agent skill documentation for proposing and resolving decisions
through the Paperclip API.
- Added the Decisions UI: API client, query keys, inline attention
resolver, bundle grouping, target-issue strip, terminal history,
destructive confirmation, and per-effect result rendering.
- Added server service coverage, DecisionCard state tests, and Storybook
stories for the supported visual states.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated
cross-suite cleanup-order failure in
`heartbeat-responsible-user-invariant.test.ts`; the failing file passes
in isolation (`6/6`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/DecisionCard.test.tsx` — passed (`9/9`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/authz-existence-oracle-guard.test.ts
src/__tests__/openapi-routes.test.ts` — passed (`5/5`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts` — passed (`16/16`).
- `pnpm --filter paperclipai exec vitest run
src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`).
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
paperclipai typecheck` — passed.
- `pnpm build` — passed.
- Rebased-head focused suite — passed (`6` files, `88` tests): shared
decision contracts, Decisions service, OpenAPI routes, startup feedback
export, DecisionCard states, and attention helpers. The follow-up
stale-secondary-target regression passes in the DecisionCard suite
(`10/10`).
- Rebased-head scoped typechecks — passed for `@paperclipai/shared`,
`@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`.
- Rebased-head migration numbering and safety checks — passed after
renumbering the additive migration to `0193` and making it replay-safe
for environments that applied the earlier feature-branch number.
- `pnpm check:token-gates` — passed with all gates clean.
- GitHub PR workflow and Greptile review for
`1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the
stale-secondary-target fix and PR metadata refresh on July 27, 2026.
- `pnpm --filter @paperclipai/ui build-storybook` exposes an existing
Storybook version mismatch (`storybook` 10.4.6 vs
`@storybook/addon-docs` 10.5.0); Decisions stories were validated with
the docs addon temporarily disabled and the tracked config remains
unchanged.

## Risks

- **Migration:** Adds replay-safe migration `0193`; migration numbering
and safety checks pass. The new tables and indexes are additive.
- **Authorization:** Effect execution intersects the proposing agent's
permissions with the responsible user context and fails closed; mistakes
could reject a valid proposal rather than silently over-authorize it.
- **Concurrency:** Target snapshots and idempotency keys protect against
stale or duplicate execution, but reviewers should focus on mixed-effect
partial outcomes and retry behavior.
- **UI:** Decisions are integrated into the existing attention feed
rather than a separate navigation surface, reducing routing risk but
increasing the importance of attention-item metadata compatibility.

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

## Model Used

- OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review
fixes, and verification; repository tools and code execution were
enabled, and context-window size is not exposed in this runtime.
- Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions
UI implementation, as recorded in the relevant commits.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:17:02 -07:00
71231dfa38 feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators need an audit record of agent actions across tasks,
comments, documents, approvals, and runs
> - The permission-gated audit read API provides that record, but
operators cannot inspect it in the product
> - A readable UI must preserve company boundaries, server-side
permission decisions, and redaction
> - Audit exports must also be safe to open in spreadsheet software and
must record the export itself
> - This pull request adds company and per-agent audit views plus a
guarded CSV export
> - The benefit is a searchable, filterable, and reviewable agent action
history with direct links back to work

## Linked Issues or Issue Description

**Feature.** This change adds the frontend and CSV export for the agent
action audit log.

Refs #9731 and #9735.

- Problem: agent actions are recorded, but operators have no readable
product surface to inspect or export them.
- Solution: add a company audit page and a per-agent Audit tab that use
the permission-gated audit API.
- Alternative: build a separate plugin-only surface. This was rejected
because the existing permission model already supports a unified,
server-authoritative view.

This pull request targets the audit epic branch, which contains the
merged #9735 audit API.

## What Changed

- Added a company Audit page and sidebar entry.
- Added a per-agent Audit tab with a fixed agent filter.
- Added filters for agent, responsible user, action domain, entity type,
and date range.
- Added task and run links, responsible-user context, cursor pagination,
and readable action text.
- Added a permission-denied Enterprise card for callers without
`audit:view_agent_actions`.
- Added a CSV export that is permission-gated, capped, self-audited,
CSV-escaped, and protected against spreadsheet formula injection.
- Preserved the merged audit API cursor validation, redaction, and
sub-millisecond pagination behavior.

## Verification

- `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6
passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with
embedded PostgreSQL.
- `pnpm -r typecheck` — passed across all workspaces.
- `pnpm build` — passed across all workspaces.
- `pnpm test:run` — all completed shards passed except one
environment-sensitive CLI assertion caused by injected static AWS
credential variables; the exact test passes 8/8 with those variables
unset.
- Manual Chromium QA exercised the populated feed, active filters,
permission-denied card, per-agent tab, and CSV export.

## Screenshots and Manual QA

- [All audit states exercised in
Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001)
- [Detailed browser report and per-agent tab root
cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061)

The per-agent redirect defect found during QA is fixed in this branch.

## Risks

Low to moderate risk. The UI and export route are additive and use the
existing company-scoped permission gate. The main risks are large
exports and spreadsheet interpretation. The export is capped at 10,000
rows, records truncation accurately, and prefixes formula-like cells as
text. There are no schema changes or migrations.

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

## Model Used

- Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use,
and code execution produced the original implementation.
- OpenAI Codex, GPT-5 (deployment ID and context window not exposed),
reasoning, tool use, code execution, browser-test orchestration, and
GitHub review tooling repaired and verified the pull request.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:09:13 -07:00
DottaandPaperclip a29b10510c fix(server): bound inherited workspace runtime services (#10589)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces can inherit runtime services from a project
workspace
> - A project workspace keeps current and historical runtime service
rows
> - The execution workspace read path returned all current rows,
including services removed from the current configuration
> - This pull request matches inherited rows to the current service
definitions
> - The benefit is bounded workspace payloads and accurate service
summaries

## Linked Issues or Issue Description

**What happened?**

Shared execution workspaces returned current historical service rows
that no longer matched the project workspace configuration. The response
size multiplied across every shared execution workspace.

**Expected behavior**

Shared execution workspaces must return only the newest runtime service
row for each service in the current project workspace configuration.

**Steps to reproduce**

1. Create one project workspace with many historical runtime service
rows.
2. Create many shared execution workspaces that inherit that project
workspace.
3. List the execution workspaces and inspect each `runtimeServices`
array.

**Paperclip version or commit**

`7301fae942c3d5826974335cb40d6f1e0d95d1e0`

**Deployment mode**

Built from source. The defect is in the server read model and is not
deployment-specific.

No duplicate or related public issue or pull request was found.

## What Changed

- Select only runtime service rows that match the current project
workspace service definitions.
- Preserve each matched service definition index in the API result.
- Avoid loading direct execution service rows for workspaces that
inherit project services.
- Add unit, integration, and volume regression coverage.

## Verification

- `pnpm --dir server exec vitest run
src/services/workspace-runtime-read-model.test.ts
src/__tests__/execution-workspaces-service.test.ts -t
'selectConfiguredRuntimeServiceRows|returns full details at the observed
volume|inherits only runtime-service rows'`
- `pnpm --filter @paperclipai/server typecheck`

The focused test run passed 4 tests and skipped 27 unrelated tests.

## Risks

The read path now omits service rows that do not match the current
configuration. This is the intended behavior for inherited runtime
services. The change does not alter service persistence or lifecycle
transitions.

> 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 model ID `gpt-5`. The context-window size is not
exposed to this run. The run used reasoning, repository tools, code
execution, and GitHub 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>
2026-07-31 18:54:11 -07:00
DottaandPaperclip 627728bdde feat: add authoritative issue PATCH receipts (#10478)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents update tasks through the issue API.
> - The update response did not state which values changed.
> - Blocker updates also did not echo the scalar blocker IDs.
> - Agents therefore used an extra GET request to confirm a successful
write.
> - This pull request adds an authoritative change receipt and an
optional small response.
> - The benefit is fewer API calls with a clear and compatible write
contract.

## Linked Issues or Issue Description

No public GitHub issue exists for this change.

### Subsystem affected

Cross-cutting: `server/`, `packages/shared`, and the UI issue cache.

### Problem or motivation

A successful issue PATCH returned the updated issue, but it did not
identify the effective changes. Blocker writes returned relation
summaries without the scalar IDs. Agents could not distinguish a
confirmed clear operation from missing data. The response must confirm
committed field and blocker changes while existing UI clients continue
to receive the full issue by default.

### Proposed solution

Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo.
Support `Prefer: return=minimal`. Keep the full response as the default.

### Alternatives considered

Make the small response the default for agent tokens. This would create
different response contracts by actor type, so this pull request does
not use that design.

### Roadmap alignment

This is a focused control-plane reliability improvement. It does not
duplicate an open roadmap milestone.

## What Changed

- Compute committed issue row and relation changes in the issue service.
- Omit no-op fields and truncate changed long text values to 200
characters.
- Echo blocker ID arrays for blocker set and clear requests.
- Add the opt-in `Prefer: return=minimal` response and
`Preference-Applied` header.
- Keep receipt metadata out of React Query issue caches.
- Add route and embedded Postgres tests for the new contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-activity-events-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"returns authoritative update receipts for row fields and blocker
relations"`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `git diff --check`

## Risks

- Low compatibility risk. The default response only adds receipt fields.
- Minimal mode is opt-in. Existing clients do not receive a smaller
body.
- The receipt excludes `updatedAt` because the response already returns
it as the freshness anchor.
- Prose API and agent workflow guidance will follow after the server
contract is available.

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

## Model Used

- OpenAI Codex based on GPT-5. The exact deployment ID, context window
size, and reasoning mode are not exposed to the agent. The agent used
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:52:59 -07:00
fc5a30805e feat(cli): add managed install, update, and service lifecycle (#10045)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Operators need a predictable installation path that survives beyond
an ephemeral `npx` process
> - A durable installation needs an owned per-user payload store, stable
command shim, safe shell integration, and supported service lifecycle
> - Updates must preserve recoverability by backing up data, installing
side-by-side, verifying the new payload, and retaining rollback state
> - Bootstrap scripts and privileged service operations must fail closed
across download, filesystem, ownership, and consent boundaries
> - This pull request integrates managed install, update, rollback,
service, uninstall, doctor, bootstrap-installer, and runtime-serving
support into one workflow
> - The benefit is a recoverable, inspectable, and documented
installation lifecycle with explicit safety boundaries across Linux,
macOS, containers, WSL, npm, npx, and source checkouts

## Linked Issues or Issue Description

### Problem

Paperclip lacks a first-class durable installation and lifecycle
workflow. Operators currently have to assemble npm/npx installation,
PATH setup, background-service management, updates, rollback,
diagnostics, and uninstall behavior themselves. That makes upgrades
harder to recover, creates inconsistent behavior across platforms, and
leaves shell/download/service trust boundaries without one documented
implementation.

### Proposed Solution

Add a managed per-user install store and stable shim, a verified shell
bootstrap installer, service lifecycle commands, install-mode-aware
update/rollback behavior, doctor checks, and documentation. Managed
updates back up the database, install and smoke-test a side-by-side
payload, atomically switch `current`, and retain prior payloads. The
shell installer pins registry/download trust boundaries and requires
explicit consent for non-interactive privileged actions.

### Alternatives Considered

- Keep recommending `npx`: simple for evaluation, but ephemeral and
unsuitable for stable services, atomic updates, or rollback.
- Require global npm installation only: familiar, but cannot provide the
owned side-by-side payload store and retained rollback semantics.
- Split the capability across multiple PRs: rejected because install,
update, service, uninstall, bootstrap, and serving behavior share
contracts and security boundaries that need review together.

### Related Pull Requests

- Supersedes #10042 and #10044 with one integrated final diff.
- Incorporates and replaces the closed preparatory work in #10032 and
#10034.

## What Changed

- Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall,
service lifecycle, onboarding integration, and managed-install doctor
checks.
- Added a private managed payload store, verified manifest/marker
ownership, exclusive mutation locks, atomic manifest/current/shim
writes, retained previous payloads, and provenance validation.
- Added npm and GitHub-ref install sources with exact target resolution,
registry isolation, database backup, side-by-side verification, atomic
activation, service restart coordination, and failure rollback.
- Made managed-update backups report actionable service-start and
`--no-backup` recovery guidance for unreachable databases, while clean
never-onboarded instances skip an empty backup.
- Added systemd user and launchd service definitions, status/health/log
commands, single-instance coordination, stale-port recovery, and
explicit sudo/lingering consent handling.
- Added the `scripts/install.sh` bootstrap path with checked two-stage
downloads, pinned public npm registry usage, platform checks,
dry-run/non-interactive controls, and Docker fixtures.
- Added embedded Postgres/native bootstrap integration,
hot-restart/systemd-notify serving support, passive update notices,
configuration contracts, README/CLI/install documentation, and focused
regression tests.
- Security re-review should explicitly re-verify: (1)
`addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or
non-regular rc files, assert current-user ownership, preserve
restrictive modes, and replace atomically; (2) managed shim replacement
rejects unsafe parents, foreign-owned or multiply linked files, and uses
checked atomic replacement; (3) the shell installer and sudo path
preserve explicit consent and checked downloads; and (4) installed
service/runtime serving remains bound to the validated managed shim and
instance configuration.

## Verification

- `bash -n scripts/install.sh scripts/clean-install-git.sh
scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh`
- `pnpm exec vitest run cli/src/__tests__/install-store.test.ts
cli/src/__tests__/install-command.test.ts
cli/src/__tests__/managed-install-check.test.ts
cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/service-health-check.test.ts
cli/src/__tests__/service-manager.test.ts
cli/src/__tests__/update-command.test.ts
cli/src/__tests__/update-notice.test.ts
packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests
passed
- `pnpm --dir cli typecheck`
- `pnpm --dir cli build`
- Follow-up verification: `pnpm exec vitest run
cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli
typecheck`, `pnpm --dir cli build`, and `pnpm --filter
@paperclipai/server typecheck`.
- `pnpm -r typecheck`
- `pnpm build`
- Full `pnpm test:run` exercised all suites; an injected static AWS
credential changed one unrelated doctor expectation, which passed when
those credentials were removed. A second run cleared that case and
exposed stale pre-existing adapter-utils `dist` output; rebuilding
`@paperclipai/adapter-utils` made the isolated test pass. The updated PR
CI is the authoritative clean-workspace full-suite run.

## Risks

- Installer/update code writes executable shims, symlinks, shell rc
blocks, service definitions, and managed payloads; ownership,
regular-file, symlink, hard-link, marker, and path-containment checks
fail closed before destructive changes.
- The bootstrap installer executes downloaded tooling; downloads are
staged and checked before execution, npm traffic is pinned to the public
registry, and non-interactive privileged behavior requires explicit
consent.
- Linux lingering may invoke `sudo`; the command is surfaced and
confirmed before execution, and unsupported service managers fall back
to foreground-run guidance.
- Database migrations remain forward-only; payload rollback does not
reverse migrations, so managed updates create a backup before activation
unless explicitly disabled.
- Service restart and runtime serving touch process/port ownership;
lifecycle locks, health/version checks, and stable-shim service
definitions reduce split-brain and stale-process risk.

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

## Model Used

- OpenAI Codex coding agents using GPT-5.5 and GPT-5.6-sol, with
reasoning, repository/API access, shell execution, and test tooling. The
runtime did not expose a reliable 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-31 18:52:23 -07:00
TonioandClaude Opus 5 492555aaf9 design(decisions): flatten decision cards to two task-borrowed types (#10474)
The Decisions queue ran five parallel colour/icon vocabularies chosen by
source kind, plus a separate severity badge, so two rows needing the same
response could look unrelated and none of it matched the task list.

Every row now resolves to one of two kinds, each borrowing the task status
it corresponds to: blocking renders as `blocked`, review as `in_review`,
both through StatusGlyph and the existing --status-task-icon-* tokens.
Source kinds keep their own wording; only colour and icon merge.

Card anatomy follows the design mock: no left accent rail, rounded cards
16px apart, a "/"-separated meta breadcrumb, a named See more / See less
control, and no separately tinted drawer when expanded. Verb order is
fixed across both states. Severity moves from chrome to a toolbar filter.

Four defects fixed along the way:
- blocked rows reported themselves as their own blocker (server-side)
- the task key was missing wherever the row's subject IS the task
- the task quicklook stuck open, because closing handed focus back to a
  trigger that opens on focus
- the card ring appeared on click, and only on cards with a toggle

Also: the standard task preview is aligned to its trigger's text and
scales out of it, the task eyebrow renders its project as a tile, and the
first motion tokens land alongside the disclosure and crossfade.

Supersedes #9574 and #9575.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-31 18:43:40 -07:00
Devin Foley c0b875c46c fix(codex): let sandbox runs use the sandbox image's own Codex login (#10582)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Codex agents can run inside sandbox environments, and operators can
bake a Codex login into the sandbox image during interactive image setup
> - Two credential gates (the control plane's pre-dispatch
configuration-incomplete gate and the adapter's execute-time fail-fast)
required host-side Codex credentials — a usable `auth.json` in the
managed home or a configured `OPENAI_API_KEY` — regardless of where the
run executes
> - On managed cloud hosts a local Codex login never exists, so every
sandbox run of a Codex agent failed immediately with "configuration
incomplete: no Codex credentials available for managed home …", even
though the adapter's inbound auth merge already supports the image-login
case end to end
> - This pull request makes the execute-time gate probe the sandbox for
its own `~/.codex/auth.json` before failing, and exempts
sandbox-destined runs from the pre-dispatch host check
> - The benefit is that a sandbox image signed in to Codex is a
first-class credential source, matching what the auth-merge,
precedence-warning, and copy-back machinery were already built for

## Linked Issues or Issue Description

**What happened?**

Running a `codex_local` agent in a sandbox environment whose image
carries a Codex login failed instantly with `configuration incomplete:
no Codex credentials available for managed home "…/codex-home". Sign in
to Codex on the host with a ChatGPT subscription, or bind a per-agent
OPENAI_API_KEY secret for this agent.` The host has no Codex login and
never will on a managed cloud deployment; the sandbox's own login was
never consulted.

**Steps to reproduce**

1. Configure a sandbox environment and capture a custom image after
signing in to Codex inside the interactive image setup.
2. Create a `codex_local` agent that uses that environment, on a host
with no Codex login and no `OPENAI_API_KEY` bound.
3. Start a run: it fails pre-dispatch with the configuration-incomplete
blocker above.

**Expected behavior**

The run launches and Codex authenticates with the sandbox image's own
login, the same way the adapter's host↔sandbox auth merge already keeps
the sandbox credential when the host ships none. A run should only fail
fast when neither the host, a bound `OPENAI_API_KEY`, nor the sandbox
has credentials.

**Paperclip version**

Current `master` (cloud image deployments).

**Deployment mode**

Managed cloud stacks (any deployment where the server host has no local
Codex login).

## What Changed

- Extracted the adapter's execute-time gate into
`assertCodexCredentialsLaunchable`: when host readiness fails and the
target is a sandbox, it probes `~/.codex/auth.json` in the sandbox (same
command the auth-precedence warning uses) and proceeds with a log line
naming the credential source; when the sandbox has no login either, the
error now names all three remediation options (sandbox image sign-in,
per-agent `OPENAI_API_KEY`, host sign-in). Non-sandbox targets keep
today's strict behavior byte-for-byte.
- The control plane's pre-dispatch gate in
`resolveExecutionRunAdapterConfig` now takes the selected environment's
driver and skips the host-credential check for sandbox-destined runs —
only the adapter can probe the sandbox once it is up, so the
execute-time gate is the authority there. Non-sandbox runs keep the
early, well-attributed configuration-incomplete blocker.
- The codex Test flow needed no change: it already seeds host
credentials only when they exist and otherwise leaves the sandbox's
`CODEX_HOME` alone; this aligns the run path with it.

## Verification

- `cd packages/adapters/codex-local && pnpm vitest run` — 210 tests,
including new gate cases: sandbox login present (proceeds + logs
source), sandbox and host both credential-less (fails with the extended
message), non-sandbox target (strict host requirement kept, no sandbox
probe), per-agent API key (no probe at all).
- `cd server && pnpm vitest run
src/__tests__/heartbeat-project-env.test.ts
src/__tests__/codex-local-adapter-environment.test.ts` — includes the
new sandbox-exemption case next to the existing blocker tests.
- `pnpm run typecheck` in `server` and `packages/adapters/codex-local`.

## Risks

- Sandbox-destined misconfigurations (no credentials anywhere) now
surface at adapter execute time instead of pre-dispatch, so they read as
an adapter failure with a precise message rather than a
configuration-incomplete blocker. The trade-off is deliberate: the
sandbox must be up to know whether credentials exist, and the failure
message names the exact remediations.
- The sandbox probe adds one short (5s-capped) shell command to sandbox
runs whose host has no credentials; runs with host credentials or a
bound key are untouched.
- Self-hosted behavior is unchanged for local and SSH targets.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use (file edits, vitest/tsc runs). No other
models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-31 18:36:36 -07:00
DottaandPaperclip 7301fae942 fix(heartbeat): atomically claim due timer intervals (#10584)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip coordinates AI agents through scheduled heartbeat runs.
> - The heartbeat scheduler can call `tickTimers()` again before an
earlier tick has finished.
> - Each overlapping tick can read the same old `lastHeartbeatAt` value
and decide that the same agent is due.
> - The existing queue checks do not make that due-time decision atomic.
> - This pull request atomically advances the timer baseline before it
enqueues the wake.
> - The benefit is that one timer interval can create at most one
scheduled run for an agent.

## Linked Issues or Issue Description

No public GitHub issue describes this exact scheduler race. Related pull
requests address active-run overlap or queued-run buildup, but they do
not atomically claim a due timer interval: #9457, #8416, and #3858.

**What happened?**

Two overlapping calls to `tickTimers()` could both read the same due
timer baseline. Both calls could enqueue a timer run for the same agent
and interval.

**Expected behavior**

Only one scheduler tick must claim a due timer interval. A second
overlapping tick must observe that the interval was already claimed and
skip it.

**Steps to reproduce**

1. Create an active agent with a 60-second timer interval.
2. Set `lastHeartbeatAt` to more than 60 seconds in the past.
3. Call `tickTimers(now)` twice with `Promise.all()`.
4. Observe that the old code can enqueue two runs for the same interval.

**Paperclip version or commit**

Reproduced on `master` before this branch.

**Deployment mode**

Local development with embedded PostgreSQL.

## What Changed

- Added an atomic conditional update that claims a due timer interval by
advancing `lastHeartbeatAt`.
- Made `tickTimers()` enqueue only after that conditional update
succeeds.
- Preserved first-heartbeat telemetry when the timer claim advances
`lastHeartbeatAt` before run completion.
- Added regression tests for concurrent claims and first-heartbeat
telemetry.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` — 24 tests
passed on the final rebased commit.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t "preserves
first-heartbeat telemetry after a timer interval claim|tracks the first
heartbeat with the agent role"` — 2 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed after the
review fix.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 3,121 tests passed and 2 tests skipped. One
unrelated runtime-skills test exceeded its 5-second limit under
full-suite load.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-runtime-skills.test.ts` — the timed-out file
passed in isolation, 2 tests passed.
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts` — the unrelated CI timeout passed in
isolation.
- The full PR CI matrix passed after one rerun of that unrelated
timeout.
- Greptile passed with zero new comments and no unresolved review
threads.

## Risks

- Low risk. The change only affects due timer claims.
- If enqueue fails after the claim, the next timer attempt waits for one
interval. This is safer than duplicate agent execution.
- No schema, migration, API, UI, or dependency changes are included.

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

## Model Used

- OpenAI Codex based on GPT-5. The exact deployment ID and
context-window size are not exposed to this runtime. Agentic reasoning,
shell tools, code execution, and GitHub operations were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 17:30:41 -07:00
Devin Foley 90ead239a8 feat(ui/server): name cross-company environment secret refs instead of calling them missing (#10577)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environment configs (sandbox providers, SSH) can bind stored company
secrets through `format: "secret-ref"` fields, picked in the environment
editor's secret picker
> - Environments are instance-scoped and shared by every company on an
instance, but the picker lists only the current company's secrets, so a
ref pointing at another company's secret renders as "Missing secret (…)"
in destructive styling
> - That state is indistinguishable from a genuinely deleted secret, so
operators "fix" a healthy binding by creating a duplicate secret in
their own company — the exact sequence that used to corrupt bindings
before #10576
> - This pull request adds an instance-gated metadata endpoint for an
environment's secret refs and teaches the picker to name a cross-company
secret and its owner honestly
> - The benefit is that operators can tell a healthy cross-company
binding from a broken one, and stop creating duplicate secrets

## Linked Issues or Issue Description

**Is your feature request related to a problem? Please describe.**

In the environment editor, a secret-ref field that points at a secret
owned by a different company shows "Missing secret (22095402…)" in red,
with "The previously selected secret is no longer available. Pick
another or remove the binding." The binding is actually healthy — the
current company's picker just cannot list the other company's secrets.
Operators react by creating a duplicate secret and re-pointing the
field.

**Describe the solution you'd like**

The editor should know the referenced secret's name, status, and owning
company (metadata only, never the value) and present a cross-company ref
neutrally, a deleted secret as deleted, and only an unknown id as
missing.

Related: #10576 (fixes the binding corruption this UI state used to
trigger).

## What Changed

- New `GET /environments/:id/secret-refs` returns `{ refs: [{
configPath, secretId, name, status, companyId, companyName }] }` for the
environment's config-derived secret refs. Values are never returned. The
route sits behind `assertCanAccessInstanceEnvironments`, the same gate
as environment editing.
- New `secretService.describeSecretRefs` loads that metadata across
companies; unknown ids are omitted.
- `SecretBindingPicker` reads an optional `SecretRefHintsContext` (keyed
by secret id). With a hint, a ref the company list cannot show renders
as `NAME — Owning Company` with neutral styling and the note "Owned by
the … company. The binding keeps working; selecting a secret from this
list re-points it here." A hint with `status: "deleted"` reports the
secret as deleted. Without hints, behavior is byte-identical to before —
agent editors and other picker users are unaffected.
- `CompanyEnvironments` fetches descriptors for the environment being
edited and provides them through the context.

## Verification

- `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts
src/__tests__/secrets-service.test.ts` — new endpoint happy path, agent
403 (descriptors never computed), and embedded-Postgres coverage proving
cross-company names resolve and unknown ids drop out.
- `cd ui && pnpm vitest run src/components/SecretBindingPicker.test.tsx
src/components/JsonSchemaForm.test.tsx
src/pages/CompanyEnvironments.test.tsx` — hinted cross-company
rendering, hinted deleted secret, and unchanged no-hint fallback.
- `pnpm run typecheck` in `server` and `ui`.
- Manual: edit an environment whose secret-ref field references another
company's secret; the field names the secret and its owning company
instead of "Missing secret".

## Risks

- The endpoint exposes secret names and company names across companies
to instance-level environment editors. Those actors already manage
instance-shared environments (and instance admins are implicit members
of every company), so this reveals no secret material and no new reach;
the service method documents that callers must sit behind an
instance-level gate.
- UI change is additive and context-gated; pickers without a provider
render exactly as before.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use (file edits, vitest/tsc runs). No other
models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-31 16:46:26 -07:00
Devin Foley f51cba33fa fix(server): keep environment secret bindings consistent when re-pointing config secrets (#10576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can run inside environments (SSH boxes, sandbox providers); a
sandbox environment's config can reference stored company secrets (for
example a provider API key) through `format: "secret-ref"` fields
> - Environments are instance-scoped and shared by every company on an
instance, but `company_secret_bindings` rows are company-scoped, and the
environment routes synced config-derived bindings under one guessed
"context company" resolved from the environment's existing bindings
> - When a save re-pointed a secret-ref field at a secret owned by a
different company, the binding sync threw after the config row had
already been persisted: the config referenced the new secret, the
binding still pointed at the old one, every later lease acquisition
failed with `Secret is not bound to environment:<id> at apiKey`, and the
stale cross-company binding made every later save fail with a
company-context conflict — with no route-level way to recover
> - This pull request makes config-derived bindings follow the company
that owns each referenced secret, and makes the environment write and
its binding syncs atomic
> - The benefit is that environment saves can no longer strand an
environment in a half-updated state that breaks all of its runs

## Linked Issues or Issue Description

Refs #10577 (companion UX change: the editor state that nudges operators
into this sequence).

**What happened?**

Saving an environment whose secret-ref config field points at a secret
owned by a different company than the environment's existing binding
partially applied: the config row updated, the binding sync failed
server-side, and the environment was left referencing a secret it has no
binding for. Every run that leased the environment then failed with
`lease_acquire_failed: ... Secret is not bound to environment:<id> at
apiKey`, and every later save of the environment returned 409
`Environment secret bindings already use a different company context.` —
with no route-level way to recover.

**Steps to reproduce**

1. On an instance with two companies, create a sandbox environment from
company A with a picker-bound API-key secret owned by A (the binding
lands in A).
2. From company B, create a new secret and re-point the environment's
API-key field at it, then save.
3. The save persists the config but the binding sync throws, so no
binding for B's secret exists.
4. Run any agent that uses the environment, or try to save the
environment again.

**Expected behavior**

The save either fully applies (config and bindings consistent) or fully
fails. Re-pointing a config secret ref to a secret owned by another
company moves the binding with the secret.

**Paperclip version**

Reproduced on current `master` (also present on recent release images).

**Deployment mode**

Multi-company server deployment (any mode with more than one company on
the instance).

## What Changed

- New `secretService.replaceSecretRefsForInstanceTarget`: writes each
config-derived binding under the company that owns the referenced
secret, replaces all non-`env.*` bindings of the target across every
company, and validates every ref (secret exists, not deleted,
config-path and projection-class rules) before any row is written.
`env.*` env-var bindings stay company-scoped and untouched.
- The environment create and update routes now run the environment write
and its binding syncs inside one `db.transaction`, threading the
transaction through new optional executor seams on
`environmentService.create/update` and the existing `SecretBindingDb`
seam pattern, so an invalid ref rolls the whole save back instead of
leaving a half-updated environment.
- `resolveEnvironmentSecretContextCompanyId` no longer lets existing
bindings veto the caller's context (the 409s above); it now only picks
where new raw-pasted secrets are created and how env-var bindings and
probes resolve: explicit route/query company first, then the single
company the bindings live in, then the actor's company.

## Verification

- `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts
src/__tests__/environment-instance-routes.test.ts
src/__tests__/secrets-service.test.ts
src/__tests__/environment-custom-image-routes.test.ts` (165 tests,
includes new coverage below)
- New embedded-Postgres tests prove: a re-point moves the binding to the
new secret's company and deletes the stale row; refs across several
companies each bind under their own secret's company; an unknown secret
ref rejects without touching existing bindings; `env.*` rows survive
config-ref replacement.
- New route tests prove: a cross-company re-point that previously 409'd
now saves, with the update and binding replacement on the same
transaction executor; a failing ref surfaces as 422.
- `cd server && pnpm run typecheck`

## Risks

- Behavioral shift: environment saves no longer 409 on a company-context
mismatch between the caller and existing bindings; bindings follow the
referenced secret's company instead. Environment routes are
instance-admin gated, and instance admins already had access to every
company's secrets by passing the company explicitly, so this removes an
ordering trap rather than widening access.
- Runtime lease resolution is unchanged: a run still resolves
environment secrets under the run's own company, so an environment
referencing company B's secret still only leases for company B runs
(fail-closed as before).
- The delete route's per-company binding cleanup is unchanged.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use (file edits, vitest/tsc runs). No other
models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-31 16:19:25 -07:00
32c1a8576c fix(server): self-heal execution workspaces whose recorded branch no longer exists (#10578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each agent task gets an execution workspace (a git worktree) with a
recorded branch name; workspace validation compares that record to the
worktree before every run
> - Agents sometimes rename their task branch (for example to a `feat/*`
PR branch), so the recorded branch never existed or was deleted
> - Validation then fails every run with "expected branch does not
exist" — a deterministic `workspace_validation_failed` loop with no
self-heal path
> - A recorded branch with no resolvable commit has nothing to lose, so
adopting a clean, registered checked-out branch is trivially
forward-only
> - This pull request routes that exact case through the existing
audited forward-reconciliation path, in both the runtime and the manual
board reconcile endpoint
> - The benefit is that these stranded workspaces heal themselves while
dirty worktrees, detached HEADs, unregistered paths, and ambiguous git
states all stay fail-closed

## Linked Issues or Issue Description

No public GitHub issue exists; the underlying bug is described here per
`bug_report.yml`. Related PR: #10574 self-heals the sibling provisioning
failure loop uncovered by the same incident diagnosis.

**What happened?**
An execution workspace whose recorded branch was renamed away failed
every subsequent run with `workspace_validation_failed` ("expected
branch does not exist"). The safe-repair matrix refused the case, so the
task stayed blocked until a human intervened.

**Expected behavior**
When the recorded branch is confirmed absent and the worktree is clean
and registered with its checked-out branch matching HEAD, Paperclip
adopts the checked-out branch through the audited forward-reconciliation
path and the next run proceeds.

**Steps to reproduce**
In an isolated workspace, rename the task branch (`git branch -m
<recorded> feat/something`) or delete the recorded branch, leave the
worktree clean, then start a new run on the task. Validation fails on
every retry.

**Paperclip version or commit**
master as of the branch point of this PR.

**Deployment mode**
Local trusted deployment with git-worktree isolated workspaces.

## What Changed

- `ensureGitWorktreeBranchCoherent` (workspace runtime): a missing
recorded branch with a clean worktree, an existing checked-out branch,
and a registered branch matching HEAD now goes through audited forward
reconciliation instead of failing closed. Gated behind
`enableWorkspaceBranchReconcileForward`.
- `reconcileExecutionWorkspaceBranch` mode `forward` (service): accepts
the same case so the board reconcile endpoint can repair it manually.
- The service inspection now classifies each branch ref as `resolved` /
`missing` / `error` (`git rev-parse --verify --quiet`, distinguishing an
absent ref from git failing to inspect the repo). Adoption requires a
confirmed-missing recorded ref **and** a resolved target ref, so a git
error can never bypass ancestry validation and a nonexistent branch name
is never persisted.
- Removed the test that asserted this case fails closed; it is
superseded by tests that assert the new behavior.
- New tests: successful adoption, dirty-worktree refusal, refusal when
the checked-out branch ref does not resolve either, and disabled-flag
behavior.

## Verification

- `server`: `npx vitest run
src/__tests__/execution-workspaces-service.test.ts -t "reconcil"` — 11
passed.
- `server`: `npx vitest run src/__tests__/workspace-runtime.test.ts -t
"adopt"` — 7 passed.
- `npx tsc --noEmit` in `server/` is clean.
- Manually validated the underlying repair on a live stranded workspace
before automating it: creating the recorded branch at the clean HEAD
ended the validation-failure loop without touching the agent's PR
branch.

## Risks

- The change relaxes a fail-closed gate, so the main risk is
over-adoption. Mitigations: the exception requires flag-on, clean
worktree, registered worktree path, registered branch matching HEAD, a
confirmed-missing (not merely unreadable) recorded ref, and a resolvable
target ref; everything else still fails closed. Every adoption goes
through the audited reconcile path with an issue comment trail.
- No migrations, no API surface changes (the reconcile route returns the
same hand-picked fields).

## Model Used

Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking, agentic tool use (Claude Code harness).

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 16:19:13 -07:00
Nicky LeachandPaperclip 53bcf3897f feat: sync @-mentioned projects into remote sandboxes (confined sandbox transport, flag ON) (#10564)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The run layer must move project context into the sandbox that
executes the agent
> - Local sandboxes already stage referenced projects for @-mentions
> - Remote confined sandboxes dropped the whole referenced set, so the
agent lost needed files and paths
> - This pull request keeps the confined sandbox transport aligned with
the local behavior for referenced projects
> - It does this behind a remote-only flag that defaults on, while SSH
keeps the old drop-only path
> - The benefit is that remote runs can read the same referenced project
context that local runs already provide

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting. This change touches server orchestration, sandbox
transport, and observability.

**Problem or motivation**

A run can @-mention another project. Local targets stage each referenced
project and give the agent a path. Remote confined sandboxes dropped the
full referenced set, so the agent could not read those project files or
paths.

**Proposed solution**

Enable referenced-project sync for the confined sandbox transport behind
`PAPERCLIP_MULTI_PROJECT_WORKSPACE_SYNC_REMOTE`, which defaults on. Keep
the SSH transport out of scope and keep it dropping referenced projects.
Repoint each referenced workspace hint at its staged
`project-<projectId>` sandbox directory. Publish
`PAPERCLIP_WORKSPACES_JSON` on the confined sandbox lane. Count each
per-project remote staging failure as a `staging` failure in the
requested-vs-synced metrics.

**Alternatives considered**

Keep the remote path drop-only. That keeps the gap open. Move the change
into SSH too. That expands scope beyond the target transport and adds
risk.

**Roadmap alignment**

No matching item in `ROADMAP.md` showed up in this review.

**Additional context**

The change lands in three commits. The first commit opens the gate for
the confined sandbox transport. The second commit repoints the workspace
hints and publishes the workspace map. The third commit records
per-project staging failure data.

## What Changed

- Opened remote referenced-project sync for the confined sandbox
transport behind `PAPERCLIP_MULTI_PROJECT_WORKSPACE_SYNC_REMOTE`.
- Repointed referenced workspace hints to the staged
`project-<projectId>` sandbox directories and published
`PAPERCLIP_WORKSPACES_JSON`.
- Counted per-project remote staging failures as first-class `staging`
failures in the requested-vs-synced observability.

## Verification

- The pushed ref
`refs/heads/feat/sync-referenced-projects-remote-sandbox` resolves to
the authorized submit SHA.
- `git log --oneline
origin/master..origin/feat/sync-referenced-projects-remote-sandbox`
shows exactly the three expected commits.
- The handoff reports server typecheck clean, adapter-utils typecheck
clean, and the listed unit tests passing.
- The handoff also reports no open review comments and no Greptile score
yet.

## Risks

- The change touches authorization and sandbox path handling, so
regressions could block remote runs or expose the wrong project context.
- The new flag defaults on, so any bug in the remote path affects normal
remote use.
- SSH stays out of scope, so the two transport paths must remain
distinct.

## Model Used

OpenAI GPT-5 via Codex. Tool use enabled. Context window not reported in
this run.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 13:31:17 -07:00
DottaandPaperclip cd7f84965c fix(recovery): preserve hand-back wake liveness (#10562)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service delivers issue work to assigned agents.
> - Recovery can hand an issue back to its agent while the recovery run
is still active.
> - The hand-back wake can merge into that active run and disappear when
the run exits.
> - The stranded-work scan also treats the successful recovery run as
proof that the handed-back issue is live.
> - This pull request keeps the hand-back wake for follow-up delivery
and lets the scan repair a lost wake.
> - The benefit is that an assigned issue continues after recovery
without manual operator action.

## Linked Issues or Issue Description

No public issue exists. This is related to the wake reconciliation work
in #8943.

**What happened?**

A recovery action could hand an assigned issue back from `blocked` to
`todo`. The `issue_recovery_action_restored` wake then merged into the
recovery run that made the change. The wake disappeared when that run
exited. The stranded-work scan did not repair the issue because it
treated the successful recovery run as current liveness.

**Expected behavior**

Paperclip must dispatch the hand-back wake after the recovery run exits.
If that delivery is lost, the stranded-work scan must enqueue the
assigned `todo` issue again.

**Steps to reproduce**

1. Start a recovery run for an assigned blocked issue.
2. Resolve a recovery action with the `handed_back` outcome.
3. Move the issue to `todo` while the recovery run is still active.
4. Observe that the wake merges into the active run and no new run
starts after it exits.
5. Run the stranded-work scan and observe that the successful latest run
prevents repair.

**Paperclip version or commit**

`131d476a7e`

**Deployment mode**

Local dev (`pnpm dev`). The defect is in the core server and is not
deployment-specific.

**Agent adapter(s) involved**

Not adapter-specific. This is a core heartbeat and recovery defect.

## What Changed

- Added `issue_recovery_action_restored` to the wake reasons that
require follow-up delivery when an issue run is active.
- Made the stranded-work scan detect a resolved hand-back that occurred
during or after the latest successful run.
- Added focused regression tests for the heartbeat coalescing seam and
the stranded-work repair shape.
- Documented the hand-back liveness guarantee in execution semantics
section 9.1.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts` passed: 104
tests.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm test:run` passed the server shard (3,095 passed, 2 skipped) and
UI shard (3,182 passed). One unrelated CLI test failed because the agent
environment exports static AWS credentials. `env -u AWS_ACCESS_KEY_ID -u
AWS_SECRET_ACCESS_KEY -u AWS_SESSION_TOKEN pnpm exec vitest run
cli/src/__tests__/secrets.test.ts` passed all 8 tests.
- `git diff --check` passed.
- All GitHub checks passed on commit `8b380e67e6`.
- Greptile gave 5/5 confidence with no comments or unresolved threads.

## Risks

- Low risk. The follow-up rule affects only a recovery hand-back wake
that arrives while the same issue already has an active run.
- The backstop adds one indexed recovery-action lookup for an assigned
`todo` issue whose latest run succeeded.
- The timestamp check uses the latest run start time. This includes
hand-backs made by that run and later hand-backs, but excludes older
resolved actions.

## Model Used

- OpenAI Codex with GPT-5 (`gpt-5`), agentic reasoning, tool use, and
code execution. The serving context-window size is not exposed to the
agent.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 11:03:30 -07:00
b4a7a12985 feat: make recovery updates quieter (#10542)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The recovery subsystem restores work after an agent run stops or
loses state
> - Recovery notices currently use the same visual weight as normal work
comments
> - Recovery agents can also post long narratives that obscure the
useful hand-off
> - The server must identify recovery output because agents cannot set
presentation controls
> - This pull request adds compact recovery notices, structured action
references, and brief recovery prompts
> - The benefit is a quieter issue thread that still keeps recovery
state inspectable

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: `server/`, `packages/shared`, and
`packages/adapter-utils`.

**Problem or motivation**

Recovery notices and recovery-run comments can dominate an issue thread.
Operators must scan routine recovery narration before they find the work
hand-off.

**Proposed solution**

Give routine recovery output a compact system-notice presentation.
Derive the presentation on the server so agents cannot hide arbitrary
comments. Keep the successful missing-state summary fully visible
because that comment is the recovery deliverable.

**Alternatives considered**

The UI could detect recovery text. That approach is fragile and does not
provide structured action references. Agents could also set presentation
directly, but that would weaken the current board-only security
boundary.

**Roadmap alignment**

This change refines the completed “Self-healing runs & automatic
recovery” and “Enforced Outcomes” roadmap areas. It does not add a
competing roadmap capability.

**Additional context**

The scope covers shared comment validation, server recovery notices,
agent-comment derivation, and recovery prompt text. No database
migration is needed because presentation data already uses JSON.

## What Changed

- Add the `compact` issue-comment presentation density to shared
constants, types, and validation.
- Give recovery escalation, waiting, and in-place notices compact titles
and structured recovery-action metadata.
- Use recovery-action metadata for notice deduplication, with the legacy
text marker as a compatibility fallback.
- Derive compact presentation for comments from recovery-scoped runs
while preserving the board-only presentation boundary.
- Keep successful missing-state recovery summaries fully visible.
- Ask recovery participants to record outcomes in `resolutionNote` and
keep source-issue comments brief.
- Add shared, route, service, and prompt tests for the new behavior and
exceptions.

## Verification

- `pnpm -r typecheck`
- Focused Vitest coverage: 320 tests passed across shared validators,
adapter prompts, issue comments, recovery actions, and heartbeat
recovery.
- Full server phase: 292 files passed, 3,094 tests passed, and 2 tests
skipped.
- Full UI phase: 386 files passed and 3,182 tests passed.
- `pnpm build`
- Known master baseline: `cli/src/__tests__/secrets.test.ts` expects
`pass`, but the current implementation returns `warn` when strict secret
mode is disabled for Postgres. This branch does not change CLI secrets
code.

## Risks

- Low migration risk. The presentation column is JSON and needs no
database migration.
- Recovery-run detection depends on the persisted run context snapshot.
- Structured metadata becomes the primary deduplication key. The
existing body marker remains as a fallback for older comments.

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

## Model Used

- OpenAI Codex with `gpt-5.6-sol`. The runtime did not expose the
context-window size. The model used agentic reasoning, repository tools,
code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-31 09:55:01 -07:00
DottaandPaperclip 6a3cbe1c58 fix(ui): load the full selected timeline window (#9576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The timeline page visualizes company activity across a selected date
window
> - The UI requested only the first paginated issue batch even when the
selected zoom covered seven or thirty days
> - A busy company could therefore render an incomplete timeline while
the controls implied the full window was loaded
> - The timeline query needs to exhaust the API pagination for the
selected date range and combine each page without duplicating shared
timeline records
> - This pull request adds a paginated window loader, merges the
returned timeline data, and covers the multi-page behavior with a
regression test
> - The benefit is that the visible timeline matches the selected zoom
window instead of silently omitting later issues

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] I searched existing open and closed issues and pull requests; no
matching report or implementation was found.
- [x] I reproduced the behavior against the pre-change `master`
implementation.
- [x] I confirmed the error originates in Paperclip's core timeline UI,
not an adapter, provider, or local configuration.

### What happened?

Selecting the default seven-day timeline range loaded only the first API
page (up to 500 issues). Companies with more activity therefore
displayed incomplete data even though the controls showed the full
selected window.

### Expected behavior

The timeline should load all issue pages that fall within the selected
date window.

### Steps to reproduce

1. Open the company timeline for a date range containing more than 500
issues.
2. Keep the default seven-day range or select another multi-day preset.
3. Observe that only the first page of issue-backed timeline data is
shown.

### Paperclip version or commit

Pre-change `master`.

### Deployment mode

Local dev source build. The behavior is not adapter-specific and is
independent of database mode and access context.

### Privacy checklist

- [x] No logs, configuration, personally identifiable information, or
user data are included.

## What Changed

- Added pagination parameters to the timeline API client contract.
- Added a timeline window loader that requests every issue page and
deduplicates actors, spans, events, and edges while preserving
pagination metadata.
- Switched the timeline query to use the complete-window loader.
- Added a regression test proving a 501-issue window loads both API
pages and combines their records.
- Preserved delegation events and edges when parent and child issues
fall on different API pages, with a server regression test.

## Verification

- `pnpm exec vitest run
server/src/__tests__/work-timeline-service.test.ts
ui/src/pages/Timeline.test.tsx` — 16 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm check:token-gates` — all gates clean.
- `git diff --check origin/master...HEAD` — passed.
- Remote CI: build, typecheck, both e2e shards, canary, policy,
security, every general/serialized test shard, and the aggregate
`verify` gate passed on head `24784b28e9`.

## Risks

- Low risk: the change is isolated to timeline data loading and has no
schema or API endpoint changes.
- Large date windows now make sequential requests for all issue pages,
increasing request count for very active companies; the 500-item page
size bounds each response.
- Merged records rely on stable identifiers or composite event/edge
keys; the regression test covers cross-page combination and
deduplication behavior.

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

## Model Used

- OpenAI Codex using GPT-5.4 with reasoning, repository tool use, shell
execution, and test execution. The runtime does not expose the exact
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-30 21:40:57 -07:00
Devin Foley 075951f6bd Fix import completion UX: inbox flood, false-failure message, stale company list (#10538)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company Import/Export (#10507, hardened in #10523 and #10531) now
imports a large company end to end via an async job
> - A real 1,418-issue import succeeded, but three rough edges showed up
in that success
> - Imported issues flooded the inbox, a completed import surfaced a
false "failed" message after its in-memory result expired, and the new
company didn't appear in the switcher until a manual refresh
> - This pull request keeps imported issues out of the inbox, treats an
expired-but-completed import as success, and refreshes the company list
on completion
> - The benefit is that a successful import looks and feels successful,
and doesn't bury the user's inbox in historical tasks

## Linked Issues or Issue Description

- Refs #10507 / #10523 / #10531 (Import/Export and its hardening). No
open issue; three post-import bugs described above.

## What Changed

- **Imported issues no longer flood the inbox.** The inbox "mine" tab is
a query: an issue is "touched" if the user authored a comment on it, and
import re-attributes bundled user comments to the importing user — so
every imported issue appeared. Import now seeds a per-user
`issue_inbox_archives` row for each imported issue (via a batched
`issues.archiveImportedInbox`), the exact table the inbox visibility
query excludes. Gated on an actor user id, so agent/system imports and
normal issue creation are untouched; genuine new activity still
resurfaces the issue.
- **A completed import no longer shows a false failure.** The in-memory
job's terminal retention was 5 minutes, so a poll after that 404'd and
the UI showed "failed." Retention is extended to 60 minutes — the real
mitigation for a user who steps away during a long import.
`watchImportJob` additionally treats a *server-confirmed* success whose
full result is no longer retained (a `succeeded` status carrying only
the compact summary — a cloud tenant job, or a board job whose full
in-memory result aged out) as a soft success ("import completed — open
the company"), navigating by the summary's company id. A 404 while the
job is still being watched is *not* treated as success: a running job is
never dropped by the retention sweep, so its disappearance means a
restart mid-import that may not have finished, and it surfaces the
honest "may have restarted while the import ran" error. A first-poll 404
(the id never existed) is likewise a real error.
- **The imported company appears without a refresh.** `onSuccess` now
invalidates the companies/switcher query unconditionally (covering both
the full-result and expired-but-completed paths) and navigates by the
job's company id.

## Verification

- shared/server/ui typechecks clean; 15 UI tests in the touched spec
green, plus the embedded-Postgres import batching and portability-routes
suites.
- New tests: embedded-Postgres test that imported touched issues are
archived for the actor and excluded from the inbox query while a
normally-created issue still appears; job resolvable at the old window+1
and only 404s past 60 min; UI soft success on a server-confirmed
`succeeded` job without a retained full result (no error, list
invalidated, navigates by company id), a running-then-gone job → honest
error (restart mid-import), and a first-poll 404 → error.

## Risks

- Low and import-scoped: the inbox archive only affects imported issues
for the importing user; normal issue creation and non-user
(agent/system) imports are unchanged. Retention extension is a constant;
the async job store remains in-memory by design. A restart mid-import
still 404s and is surfaced honestly as a possible failure (never masked
as success); only a server-confirmed success whose full result has
expired is reported as a soft success.

## Model Used

- Implementation: Claude Fable 5 (`claude-fable-5`, Anthropic). Review
hardening (the confirmed-success narrowing): Claude Opus 4.8
(`claude-opus-4-8`, Anthropic). Both via the Claude Code CLI with
extended thinking + tool use; root-caused against the live import.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 21:33:02 -07:00
Nicky LeachandPaperclip 9f7565f4ce feat: activate OpenTelemetry spans on the sandbox start path (#10536)
## Thinking Path

> - Paperclip moves agent work through sandboxed execution and
control-plane services.
> - The sandbox start path now has a no-op span seam.
> - This change turns that seam on when OTLP export is configured.
> - It keeps the default path unchanged when export is off.
> - The result is structured startup traces with low-cardinality
attributes and explicit parent links.
> - The benefit is better observability without changing normal
behavior.

## Linked Issues or Issue Description

No public GitHub issue exists for this change.

### Problem
The sandbox start path has a tracer seam, but it stays a no-op unless
the OTLP export path is active.

### Proposed solution
Enable the server tracer on sandbox bring-up, open a root span, parent
each startup boundary to that root, and keep the export path opt-in
behind `OTEL_EXPORTER_OTLP_ENDPOINT`.

### Alternatives considered
- Keep the start path as a no-op. I rejected that path because it leaves
sandbox start opaque when OTLP export is already configured.
- Add broad attributes for commands and paths. I rejected that path
because the span allowlist must stay low-cardinality.

### Roadmap alignment
This follows the current OTel sandbox-start work and keeps the default
path unchanged.

## What Changed

- Add a root sandbox startup span and child spans for each named startup
boundary.
- Keep concurrent bridge spans parented to the root span.
- Inject the server tracer through the adapter deps without
OpenTelemetry imports in the engine.
- Attach host-received provider duration attributes only when the values
are finite.
- Keep span attributes inside the allowlist and keep command, path, id,
and error text out of span data.

## Verification

- The pushed branch already passed `pnpm --filter
@paperclipai/adapter-utils exec tsc --noEmit`.
- The pushed branch already passed `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/`.
- The pushed branch already passed `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/environment-execution-target.test.ts
src/__tests__/instrumentation.test.ts`.
- The pushed branch already passed `pnpm --filter @paperclipai/server
exec tsc --noEmit`.

## Risks

- OTel export changes trace volume when the endpoint is set.
- The allowlist limits trace detail, so new fields need care.
- The change stays no-op when OTLP export is off.

## Model Used

- OpenAI GPT-5, tool use 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 capability details
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or described the issue in-PR
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-30 21:20:58 -07:00
Devin Foley 276ae3a75d Harden company import: durable UI, async jobs, integrity guard, batched inserts (#10523)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company Import/Export (#10507) moves whole companies between
instances as portability bundles
> - Real-world use on a large company (1,418 issues, ~10.6k comments)
surfaced a cluster of related failures: the import took hours and the
browser connection died while the server kept running, a retry silently
produced a second partial import, the progress/error UI gave no durable
signal, and a cloud-tenant user couldn't even open the companies
afterward
> - Root cause of the slowness: importBundle inserted every issue,
comment, and document as a separate round-trip to a network Postgres —
an N+1-over-network pattern
> - This pull request hardens the whole import path: durable
progress/error UI, an async server-side job so imports survive dropped
connections (with a duplicate-submit guard), a fail-closed guard against
incomplete payloads, and batched inserts that cut a large import from
hours to minutes
> - The benefit is that migrating a real, large company actually
completes, is legible while it runs, and can't half-import twice

## Linked Issues or Issue Description

- Refs #10507 (the Import/Export feature this hardens). Supersedes
#10513 (the progress/error-UI piece, folded in here). No open issue;
problem described above (large-company import: slow, connection-fragile,
silently duplicable, opaque UI).

## What Changed

- **Batched inserts (perf):** importBundle pre-generates entity ids in
JS and inserts in chunked multi-row statements, so children no longer
wait on parents' generated ids. A 1,418-issue import drops from ~15,600
insert statements to **82** (190×); benchmark below. Import semantics —
collision handling, pause-on-import,
label/blocker/monitor/attachment/embedded-asset handling, blob sha
verification — are unchanged (full portability suite green).
- **Async import jobs for board sessions:** the existing cloud-tenant
async job path opens to board sessions with per-actor job keys; the
import page submits, polls, and resumes watching after a reload or
dropped connection instead of holding one fragile request. A
non-terminal job blocks a duplicate submit (409 returns the running
job), preventing the double-import.
- **Fail-closed completeness guard:** an optional `expectedFileCount` on
inline imports; the server rejects (422 `import_payload_incomplete`) a
body carrying fewer files than declared, so a re-framed/short payload
fails loudly instead of half-importing.
- **Durable progress/error UI (was #10513):** persistent progress panels
with size-aware copy, persistent error panels with retry guidance, and
inline explanation when the preview button is disabled;
request-lifecycle guards so stale previews/imports can't publish or
detach.

## Verification

- `pnpm -r` typechecks (shared, server, ui) clean.
- `company-portability.test.ts` (76) +
`company-portability-routes.test.ts` (30) green — the import correctness
net — plus new `CompanyImport.test.tsx` async/resume/409 coverage and a
new batching regression test (a 50-issue import issues <50 issue-insert
statements; rows land unchanged).
- **Batching benchmark (embedded Postgres):** at 1,418 issues × 7
comments × 1 doc — 82 insert statements vs ~15,598 one-per-row (190×),
~1s wall-clock; a row-verifying run at that scale imports all 1,418
issues / 9,926 comments / 1,418 documents with unique identifiers and no
warnings (no rows dropped by chunking). Over a network DB the round-trip
reduction is the hours→minutes lever.
- What is NOT directly measured here: wall-clock against a real network
Postgres (that happens on a staging deploy); the local timing is
network-free.

## Risks

- Batching is the load-bearing change: it rewrites the import write
path. Mitigated by the unchanged 106-test correctness suite, a new
scale/row-integrity test, and per-writer transactions (a failure rolls
back its table group; not a single outer transaction across writers —
noted, correctness preserved).
- Async jobs are in-memory (lost on server restart → pollers 404 and can
resubmit); matches the pre-existing cloud-tenant job semantics.
- `expectedFileCount` is optional (older callers unaffected); over-count
is allowed, only under-count fails closed.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI,
extended thinking + tool use; implementation across Fable 5 subagents
with live diagnosis against a running instance.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 16:52:58 -07:00
SamandSami Rusani 39666aa906 fix(server): clarify execution policy decision comments (#9105)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution policies let issues move through enforced review and
approval stages before work is considered done.
> - Active reviewers and approvers must include decision rationale when
approving or requesting changes.
> - The server already requires the decision comment to arrive in the
same `PATCH /api/issues/:id` request as the status change.
> - When callers post a normal comment first and then send a status-only
`PATCH`, the existing 422 only says a comment is required.
> - This pull request keeps the atomic decision behavior but makes the
API error and docs explicit about the same-request requirement.
> - The benefit is that agents and API clients can recover immediately
by sending `{ status, comment }` together instead of dead-ending on an
ambiguous validation error.

## Linked Issues or Issue Description

Fixes #9049.

Duplicate/related search completed before implementation: searched open
PRs for `9049`, `Approving a review or approval stage requires a
comment`, `Requesting changes requires a comment`, and `same PATCH`. I
did not find a direct open PR for the same error-message/docs fix.
Related PRs found but not duplicates: #8302 documents cross-agent review
gates in the skill API reference, and #5487 covers human approval UI.

## What Changed

- Expanded execution-policy 422 messages for approve and request-changes
decisions to say the comment must be included in the same `PATCH`
request and prior comments are not considered.
- Tightened unit coverage so the comment-required branches assert the
new actionable guidance.
- Documented the same-request `{ status, comment }` decision shape in
the execution policy guide, issue API reference, and agent communication
guide.

## Verification

- `CI=true corepack pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-execution-policy.test.ts --reporter verbose`
- `CI=true corepack pnpm --filter @paperclipai/plugin-sdk exec node
../../../scripts/ensure-plugin-build-deps.mjs`
- `CI=true corepack pnpm --filter @paperclipai/server exec tsc --noEmit`
- `git diff --check`

## Risks

Low risk. This does not change execution-policy state transitions or
relax the atomic decision guard; it only makes the existing requirement
explicit in errors and docs.

> 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 Codex), operating in Codex desktop with repository
file access, shell validation, and GitHub CLI workflow. Exact context
window size is not surfaced by this environment.

## Checklist

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

Co-authored-by: Sami Rusani <sr@samirusani>
2026-07-30 16:26:35 -07:00
DottaandPaperclip fcf66f3a91 feat(skills): add managed skill rename API (#9688)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Company skills are reusable capabilities that operators install,
edit, assign, and materialize for agents.
> - Managed local skills currently lack a safe backend operation for
changing their display name and canonical slug/key together.
> - Treating rename as an ordinary save can leave duplicate records,
stale runtime materializations, or agent assignments pointing at the old
key.
> - This pull request adds a company-scoped managed-skill rename
contract, service operation, and REST endpoint with focused
authorization and activity logging.
> - The benefit is an atomic-enough, recoverable rename path that keeps
disk state, database identity, and agent skill assignments synchronized.

## Linked Issues or Issue Description

- Refs #2121
- Problem: managed company skills need a dedicated rename operation
rather than save-time duplication behavior.
- Expected behavior: renaming a managed skill updates its name, slug,
key, source directory, frontmatter, runtime materialization, and
assigned-agent references while preserving version pins.

## What Changed

- Added shared request/result types and Zod validation for managed skill
rename requests.
- Added `POST /api/companies/:companyId/skills/:skillId/rename` with
`skills.edit` policy checks and `company.skill_renamed` activity
logging.
- Restricted renames to Paperclip-managed local skills and added slug,
key, and target-directory conflict handling.
- Moved the managed directory, rewrote only the `SKILL.md` frontmatter
name, updated the database row, and rolled filesystem changes back when
persistence fails.
- Rewrote assigned agents' desired-skill keys while preserving pinned
version IDs and removed stale runtime materialization.
- Added focused route and service coverage for success, no-op, name-only
changes, conflicts, unsupported sources, assignment rewrites,
rollback-sensitive behavior, and runtime cleanup.
- Rejected multiline rename names before they can inject extra
`SKILL.md` frontmatter fields.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills-routes.test.ts` — 106 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.

## Risks

- Filesystem and database updates cannot share one native transaction;
the service stages filesystem changes and explicitly restores the
original directory and markdown when the database transaction fails.
- Renames intentionally reject catalog, remote, project-scanned, and
unmanaged local skills to avoid changing identities owned by external
sources.
- No database migration is required; the endpoint updates existing
company-skill and agent configuration fields.

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

## Model Used

- OpenAI Codex coding agent (exact underlying model ID and
context-window size were not exposed to this runtime), with reasoning,
repository tool use, code execution, and test execution. The rescued
source commit also records assistance from Claude Opus 4.8.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-30 15:29:31 -07:00
Devin Foley 187a90b7bc Add opt-in in-flight run-log mirroring with graceful-shutdown flush (#10512)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The run-log store records each agent run's output and can mirror
completed logs to S3-compatible object storage
> - The mirror uploads only on finalize, so a server restart mid-run
loses the whole in-flight log
> - Deployments and crashes are routine on ephemeral hosts, and lost run
output makes failed runs impossible to debug
> - This pull request adds an opt-in throttled mirror for still-running
logs plus a graceful-shutdown flush
> - The benefit is that a restart mid-run keeps the log tail up to the
last mirror interval, and an orderly restart keeps everything

## Linked Issues or Issue Description

No public issue exists — describing the feature inline (per the feature
request template).

**Subsystem affected**
server/ — REST API & orchestration services

**Problem or motivation**
`RUN_LOG_S3_BUCKET` gives finished run logs durability, but the mirror
uploads only on finalize. A run that is still writing when the server
restarts leaves nothing in object storage. On hosts with ephemeral disks
the local file is gone too, so the run's output is lost end to end and
failed runs cannot be debugged.

**Proposed solution**
Mirror the in-flight log to the same object key on a throttled cadence
(`RUN_LOG_S3_INFLIGHT_MIRROR_SECONDS`), and flush dirty tails during
graceful shutdown. Keep it opt-in so existing deployments see zero new
upload traffic unless they ask for it.

**Alternatives considered**
Per-append uploads (rejected: one PUT per output chunk is hostile to S3
endpoints and run latency). Chunked part objects with read-time
stitching (rejected: complicates the read path, and S3 multipart minimum
part sizes do not fit small tails). Persistent volumes (rejected
upstream already: the data dir is deliberately an emptyDir in hardened
cloud_tenant deployments).

**Roadmap alignment**
Not on ROADMAP.md; extends the existing run-log durability mirror
without changing any default behavior.

**Additional context**
Ranged reads already serve partial objects like a live tail, so the read
path needs no change; finalize overwrites the mirror with the complete
file.

**Related PRs (dedup search):** the finalize-only S3 mirror landed
previously and this extends it; no duplicate or competing PR found for
in-flight run-log mirroring.

## What Changed

- `server/src/services/run-log-store.ts`: new opt-in `inflightMirrorMs`
on the S3 options (`RUN_LOG_S3_INFLIGHT_MIRROR_SECONDS` env). When set,
appends schedule at most one upload of the current file per interval, to
the same key finalize uses. Ranged reads already serve that key, so a
partial object behaves like a live tail and needs no read-path change.
Finalize retires the in-flight bookkeeping and waits out an upload
already on the wire, so a stale partial can never overwrite a finalized
log. Upload failures warn, re-mark the tail dirty, and retry at most
once per interval.
- `server/src/services/run-log-store.ts`: new `flushInflightMirrors()`
on the store and a module-level `flushInFlightRunLogMirrors()` for the
shutdown path. Both are no-ops when the mirror is off.
- `server/src/index.ts`: graceful shutdown flushes dirty in-flight tails
after the heartbeat run drain, so runs the drain did not finalize
(timeouts, the hot-restart skip path) still persist their output.
- `server/src/services/run-log-store.test.ts`: five new tests —
off-by-default (no uploads before finalize), tail preserved after a wipe
without finalize, throttle coalescing with a single flush upload,
finalize superseding the in-flight mirror and retiring its timer, and
upload failures never breaking appends with recovery on the next flush.

## Verification

- `pnpm vitest run server/src/services/run-log-store.test.ts` — 13
passed (8 existing + 5 new).
- `pnpm vitest run server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts` — 21
passed (consumers of the store, unchanged behavior).
- `pnpm -C server run typecheck` — clean.
- Self-hosted behavior is unchanged unless
`RUN_LOG_S3_INFLIGHT_MIRROR_SECONDS` is set: with the variable unset
there are zero new uploads and the finalize-only mirroring is
byte-identical (asserted by the off-by-default test).

## Risks

- Low. The feature is opt-in; unset env preserves today's behavior
exactly. When enabled, worst case is one extra PUT per interval per
active run, and every upload is best-effort — a failing endpoint warns
and never breaks appends, finalization, or shutdown. The finalize path
awaits any in-flight upload before writing the complete file, closing
the only overwrite race the design introduces. Timers are `unref`ed so
the mirror never keeps the process alive.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic; Claude Code CLI with
extended thinking and tool use; tests executed locally via Vitest).



## 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 (no duplicates found for in-flight run-log mirroring; the
finalize-only mirror landed previously and this extends it)
- [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
2026-07-30 14:01:02 -07:00
Devin Foley 916c13501f Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company accumulates real state — issues, labels, blockers,
documents, work products, monitors, attachments, agents, routines — and
people need to move that state between instances: self-hosted to cloud,
cloud back to self-hosted, or plain backups
> - The experimental, flag-gated Cloud Sync transport (#6548) tried to
solve this host-to-host: the source pushed into a receiver over HTTPS
with a cross-instance consent/token handshake, which required the
destination to be publicly reachable and broke for common self-hosted
topologies (plain-HTTP LAN/VPN origins); the receiver half never landed
upstream at all
> - Meanwhile the portability bundle and the existing export/import
pages already move companies offline with none of those networking
constraints — but silently dropped labels, blockers, issue documents,
work products, monitors, and every attachment
> - This pull request removes the host-to-host transport and makes
Import/Export the single data-movement path: the pages become
first-class company-settings destinations, exports declare exactly what
they do not carry, and bundle schemaVersion 6 now carries all of the
above, with attachments as content-addressed sha256 blobs verified
before a single row is written
> - The benefit is a migration and backup flow that works between any
two instances with no reachability requirements, no cross-instance auth,
and no silent data loss

## Linked Issues or Issue Description

- Refs #6548 — the original Cloud Sync sender this PR supersedes and
removes.
- Related, not duplicates: #1697 (goals in the portability manifest —
orthogonal field addition), #954 (an earlier import/export +
skill-visibility proposal predating the current portability bundle).
- No open issue describes this directly, so in brief (feature-request
shape): **Problem** — moving a company between instances silently lost
labels (imports with label references actually hard-failed), blocker
relations, issue documents, work products, monitor state, and all
attachments, and the alternative Cloud Sync transport required the
destination to be publicly reachable over HTTPS plus a consent
handshake, which failed for typical self-hosted setups. **Desired
behavior** — one Import/Export flow in company settings that produces a
portable bundle carrying all of that data, tells the operator up front
what it cannot carry, imports with automations paused, and offers real
one-click activation afterwards.

## What Changed

- New export fidelity report (`GET
/api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel
on the Export page listing anything a bundle will not include (now only:
approvals, cost history, activity history)
- Imports accept `pauseAutomations`; imported agents and routines land
paused, the import result reports created routines, and the Import page
ends in an activation panel that actually resumes selected
agents/activates routines
- Export and Import pages promoted into the company-settings nav; the
Cloud Upstream wizard, ux-lab page, and API client removed; the old
settings route redirects to Export
- Host-to-host transport removed: upstream-sync/receiver-client routes
and services, CLI `cloud connect`/`cloud push` + keypair store, the
shared upstream transfer contract, and the `enableCloudSync` flag;
migration `0196` drops the two experimental `cloud_upstream_*` sender
tables
- Bundle schemaVersion 6: labels (definitions + per-task names, remapped
by name on import), blocker relations (`blockedBy` slugs,
cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`),
work products (system refs nulled), monitors (notes/scheduledBy
restored, imported un-armed)
- Attachments travel as content-addressed `blobs/<sha256>` entries
(deduped; comment-scoped attachments re-link via comment index); every
blob is hash-verified **before any write**, so a corrupted bundle cannot
leave a partially imported company; both zip codecs now round-trip
extensionless/binary entries byte-exactly; the Import page preflights
the inline body limit and offers continue-without-attachments
- v5 (and older) bundles still import, with an informational warning;
bundles newer than v6 are rejected cleanly
- Docs: board-operator import/export guide, CLI README, README/ROADMAP
updated

## Verification

- `pnpm -r` typechecks (shared, db incl. migration numbering/safety
checks, server, ui, cli) and `pnpm check:token-gates` — clean
- Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the
only 3 failures being pre-existing on `master` (2×
heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port;
reproduced identically with this change stashed); ui + cli suites green;
the embedded-Postgres export-fidelity suite applies the full migration
chain including the new `0196` against a fresh database
- Live end-to-end on a scratch instance: seeded a company with labels, a
blocker pair, an issue document, a work product, a monitor, an agent, a
routine, and two binary attachments (one comment-scoped) → export →
import into a fresh company → labels remapped to new ids, blocker edge
and document restored, monitor un-armed with notes intact, attachments
byte-identical (sha256-compared through the API), agents/routines paused
→ activation panel resumed them; a v5-shaped bundle imported with only
the info warning; flipping one byte in a blob made the import 422 with
**zero** rows created
- Reviewer repro: create a company with a labeled issue + attachment →
Settings → Export → download → Settings → Import on another
company/instance → watch the preview, apply with "start paused", then
activate

## Risks

- Migration `0196` drops
`cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables
behind a default-off flag; their connection/run history is intentionally
discarded
- Breaking removals are all of experimental, flag-gated surface:
`/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai
cloud connect|push`, and the `enableCloudSync` flag (stale keys in
stored instance settings parse harmlessly)
- Import remains non-atomic on mid-apply errors generally (pre-existing
behavior); the new blob verification specifically moved ahead of all
writes so tampered bundles cannot create partial state
- GitHub-sourced imports do not fetch `blobs/*` and skip attachments
with a warning

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with
extended thinking, tool use, and subagent orchestration; implementation
and review split across Fable 5 subagents, with live end-to-end
verification against a running instance

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 11:37:00 -07:00
Nicky LeachandPaperclip a93a74f91a feat(server): surface referenced-project sync warnings and enable multi-project sync by default (#10473)
## Thinking Path

> - Paperclip helps people manage AI agent work for a company
> - Workspace sync must keep one primary path and any referenced project
paths in step
> - A partial sync must not fail in silence
> - Operators also need a clear signal when the feature uses the new
default path
> - This pull request surfaces referenced-project warnings on the run
and turns the feature flag default on
> - The benefit is better visibility and a live multi-project sync path
by default

## Linked Issues or Issue Description

This pull request completes the multi-project workspace sync go-live
work.

Related pull requests:

- Refs: #10380
- Refs: #10448
- Refs: #10469

## What Changed

- Surface referenced-project warnings on the run when a project drops
during authorization or resolution.
- Record a structured failure reason for each dropped referenced
project.
- Emit one structured log line at run preparation with the requested
count, the synced count, and the failure reasons.
- Flip the workspace sync kill-switch default to on when the env value
is unset.
- Keep the primary workspace path unchanged.

## Verification

- `tsc --noEmit` passed in the server package.
- `heartbeat-referenced-projects.test.ts` and
`heartbeat-project-env.test.ts` passed.
- `workspace-runtime.test.ts` passed.
- `adapter-utils` runtime tests passed for sandbox, command, remote, and
file sync paths.

## Risks

- The new default can expose the feature to more runs if an operator
does not set the env override.
- The new surfaced warnings can change operator visible run output.
- The structured log line can add noise if a run has many referenced
project failures.

## Model Used

- OpenAI Codex, GPT-5, tool use, large context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 17:12:22 -07:00
Devin FoleyandPaperclip 5c5366d0c1 fix(server): honor explicit plugin RPC timeouts (#10460)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Plugin workers connect Paperclip to external runtimes and sandbox
providers.
> - Some adapter heartbeats run a full sandbox session inside one
`environmentExecute` RPC.
> - The worker manager limited every RPC timeout to 15 minutes, even
when the caller gave a longer timeout.
> - This pull request keeps the normal default timeout behavior but
honors explicit caller timeouts.
> - The benefit is that long sandboxed agent sessions can continue past
15 minutes while other safety guards still bound hung work.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug.

### Bug Report

Pre-submission checklist:
- Searched existing open and closed issues and did not find a duplicate.
- Confirmed the bug is reproducible on `master` from the current source
tree.
- Confirmed the error starts in Paperclip timeout handling, not in an
adapter provider or local configuration.

What happened?
- A sandbox-backed adapter heartbeat can run a full agent session inside
one `environmentExecute` plugin RPC.
- The plugin worker manager capped every RPC timeout at 15 minutes.
- The cap also applied when the caller passed a longer explicit timeout
for an execute-style call.
- A long sandbox command could fail before the adapter budget expired.

Expected behavior:
- Ordinary plugin RPC calls should keep the normal 30-second default
timeout.
- The default timeout path should still have a 15-minute maximum.
- A caller-supplied positive finite timeout should be honored, including
values above 15 minutes.

Steps to reproduce:
1. Use a plugin environment driver that calls `environmentExecute` with
an explicit timeout above 15 minutes.
2. Run a command that stays active longer than 15 minutes and remains
inside the adapter budget.
3. Observe that the worker manager times out the RPC at 15 minutes
before this fix.
4. Run the same path after this fix and observe that the explicit
timeout is used.

Paperclip version or commit:
- Reproduced from the current `master` line before this change.

Deployment mode:
- Local dev or self-hosted server with sandbox-backed execution.

Installation method:
- Built from source.

Agent adapter(s) involved:
- Codex.
- Custom or external plugin adapter.
- Core plugin worker timeout handling.

Database mode:
- Not database-related.

Access context:
- Agent execution context.

Node.js version:
- Not version-specific.

Operating system:
- Not OS-specific.

Relevant logs or output:
```shell
RPC call "environmentExecute" timed out after 900000ms
```

Relevant config:
- Not config-related.

Additional context:
- Execute-style sandbox calls already have adapter inactivity monitors,
platform silent-run checks, and provider command timeouts. This PR
removes the unintended worker-manager clamp only for explicit positive
finite caller timeouts.

Privacy checklist:
- Reviewed all pasted output for PII, user paths, API keys, tokens,
company names, and internal instance links.

Duplicate search:
- Searched open PRs and open issues in `paperclipai/paperclip` for
`environmentExecute timeout`, `MAX_RPC_TIMEOUT_MS`, and
`plugin-worker-manager timeout`.
- Searched the same terms in `HenkDz/paperclip`.
- Found no matching open PRs or issues.
- Compared this patch-id against my open PRs in `paperclipai/paperclip`;
no match was found.

## What Changed

- Added `resolveRpcCallTimeoutMs()` to keep explicit positive finite
timeouts intact.
- Kept the 15-minute maximum only for the default timeout path.
- Updated `callInternal()` to use the new resolver.
- Added unit tests for explicit long timeouts, default timeout clamping,
fractional values, and invalid explicit values.
- Clarified why notification invocation scopes still use the 15-minute
TTL.

## Verification

- `corepack pnpm install --frozen-lockfile`
- `corepack pnpm --filter @paperclipai/plugin-sdk ensure-build-deps`
- `corepack pnpm --filter @paperclipai/server exec vitest run
src/__tests__/plugin-worker-manager.test.ts`
- `corepack pnpm --filter @paperclipai/server exec tsc --noEmit`
- `git diff --check 9574cad3e8 HEAD`
- GitHub PR checks on `bf7bfd0d`: all passing; Storybook visual
regression skipped by workflow.
- Greptile on `bf7bfd0d`: 5/5, no blocking failure remains; prior P2
thread resolved.

## Risks

Low risk. The change affects RPC timeout resolution in the plugin worker
manager. Ordinary plugin calls still use the 30-second default and the
default path is still capped at 15 minutes. Callers that pass explicit
long timeouts now own that budget. Adapter inactivity monitors and
platform silent-run safety checks still bound hung runs.

## Model Used

OpenAI Codex, GPT-5-based coding agent, with shell and GitHub CLI tool
use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 14:27:23 -07:00
Nicky LeachandPaperclip 15ce70dc18 feat(server): thread plural referenced-project workspaces through run prep (#10448)
## Thinking Path

> - Paperclip coordinates work for autonomous companies.
> - A run needs a workspace view before execution starts.
> - That view now needs to cover one anchor project and more referenced
projects.
> - Those extra workspaces must stay separate and must not change the
anchor path when the feature stays off.
> - This PR threads plural workspace data through run prep behind a
default-off kill switch.
> - It also keeps extra project workspaces isolated and makes the
realization contract round-trip the new shape.
> - The benefit is safer run prep for referenced projects without
changing the current default path.

## Linked Issues or Issue Description

This PR does not link a public GitHub issue.
It follows the internal run-prep task for plural referenced-project
workspaces.

Problem:
- Run prep resolves the anchor project today, but it does not yet carry
each referenced project into the run workspace view.
- That gap blocks runs that need a second repo or sibling project during
preparation.

Proposed solution:
- Thread a plural workspace result through run prep.
- Keep the anchor path unchanged when the kill switch is off.
- Resolve each referenced project into its own managed checkout
directory when the flag is on.

Alternatives considered:
- Keep one shared workspace and layer the extra repos into it. Rejected
because it would blur isolation and make failures harder to bound.
- Upload the extra workspaces immediately. Rejected because this PR only
prepares the data path.

Roadmap alignment:
- This change sits in the workspace and sandbox path.
- It matches the roadmap work on workspace strategy and cloud or sandbox
agents.

## What Changed

- Added `additionalWorkspaces[]` to the run workspace result.
- Split workspace resolution into an anchor path and an optional
referenced-project path behind `PAPERCLIP_MULTI_PROJECT_WORKSPACE_SYNC`.
- Kept per-project failure isolation so one bad clone does not stop the
run.
- Keyed managed workspace directories by `projectId` so sibling
workspaces stay separate.
- Added `additionalSources[]` to the workspace realization request and
kept read and write paths backward compatible.
- Added tests for the anchor-only path, the new workspace shape, and the
per-project directory rule.

## Verification

- `pnpm --filter @paperclipai/server run typecheck`
- `pnpm --filter @paperclipai/shared run typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-project-env.test.ts` 21/21
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts` 98/98

## Risks

Low risk. The new path stays behind a default-off kill switch, so the
anchor flow does not change when the flag is off.
The main risk is a bad referenced project clone. That case now drops
only the affected project and keeps the run alive.
The shared type change also needs every consumer to use the new array
field where extra workspaces matter.

## Model Used

OpenAI Codex (GPT-5; exact internal model ID not exposed in this
environment; tool use enabled)

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 14:27:05 -07:00
Nicky LeachandPaperclip 7083c275c8 refactor(sandbox): retire the dead noProfile flag from the exec path (#10461)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The sandbox exec path starts agent commands and passes runtime
options to the server and plugin layers
> - This path kept a noProfile flag after the exec wrappers stopped
sourcing a login profile
> - The flag no longer changed behavior, so it left dead API surface in
the protocol and runtime helpers
> - This pull request removes that dead flag from the plugin protocol,
the server drivers, and the managed-runtime helpers
> - It also updates the tests and points the agent runtime README at the
sandbox requirements file
> - The benefit is a smaller and clearer exec-path contract with no
behavior change

## Linked Issues or Issue Description

- No public GitHub issue exists.

### What happened?

The sandbox exec path kept a `noProfile` field after the exec wrappers
stopped sourcing a login profile.

### Expected behavior

The plugin protocol, server drivers, and managed-runtime helpers should
not expose or forward a dead field.

### Steps to reproduce

1. Run a managed-runtime command through the sandbox exec path.
2. Inspect the protocol payload and runtime helper inputs.
3. Observe that `noProfile` is present even though it no longer changes
behavior.

### Paperclip version or commit

`60c7da86fc7a6c1dbf37bbcd86e25ecaaff01607`

### Deployment mode

Built from source (pnpm dev / pnpm build)

### Additional context

This pull request removes the dead field, updates the affected tests,
and updates the README note for the sandbox profile path.

## What Changed

- Removed noProfile from the plugin protocol and the server exec-path
call sites.
- Updated the managed-runtime helpers to use the narrower exec-path
contract.
- Updated the affected tests and added the README pointer to
SANDBOX-REQUIREMENTS.md.

## Verification

- `git grep -n "noProfile" -- packages/ server/` returns zero matches.
- `tsc --noEmit` passed for `@paperclipai/adapter-utils`,
`@paperclipai/plugin-sdk`, and `@paperclipai/server`.
- `command-managed-runtime.test.ts` passed: 22/22.
- `environment-runtime.test.ts` passed: 24/24.

## Risks

- Low risk. The flag was already a no-op.
- A hidden external caller may still send the removed field.

## Model Used

- OpenAI GPT-5, tool-enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 14:21:57 -07:00
Devin FoleyandPaperclip 7a5a217d60 fix(server): gate sandbox/ssh execution targets by shared remote-managed adapter capability (#10459)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip can run an agent in a remote-managed environment, such as
a sandbox provider or an SSH host.
> - The server resolves an execution target for each run. The resolver
kept its own hardcoded list of allowed adapters.
> - The shared capability metadata in
`packages/shared/src/environment-support.ts` already defines which
adapters support remote-managed environments. The environment selector
and the capabilities API use it.
> - The two lists drifted. The UI offered sandbox environments to Grok
Build (`grok_local`) agents, but the resolver refused them at run time.
> - This pull request makes the resolver use the shared capability check
for both the sandbox gate and the SSH gate.
> - The benefit is one source of truth. The UI and the runtime now agree
on which adapters can use remote-managed environments.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Inline description per the
bug report template:

**What happened?**

A Grok Build (`grok_local`) agent was assigned a sandbox environment (a
Daytona provider). The UI allowed the assignment. Every run and
primary-model test then failed with the warning: `Adapter "grok_local"
is not allowed in "<environment>" environments.`

**Expected behavior**

An adapter that the environment selector offers for a sandbox
environment must also pass the runtime gate. The Grok Build run must
start in the sandbox.

**Steps to reproduce**

1. Create a sandbox environment (for example, with a Daytona provider
plugin).
2. Create an agent that uses the `grok_local` adapter.
3. Set the agent's environment to the sandbox environment. The UI
accepts this.
4. Run the agent, or run the primary-model test. The run fails with the
adapter-not-allowed warning.

**Paperclip version or commit**

Reproduced on `master` at `0edb742f8d`.

**Deployment mode**

Local instance with a remote sandbox provider plugin. The same gate also
applies to SSH environments.

## What Changed

- `resolveEnvironmentExecutionTarget` in
`server/src/services/environment-execution-target.ts` now gates the
sandbox path with the shared
`adapterSupportsRemoteManagedEnvironments()` helper. Before, it used a
hardcoded six-adapter list that did not include `grok_local`.
- The SSH path in the same file now uses the same shared helper.
- New regression tests in
`server/src/__tests__/environment-execution-target.test.ts`: sandbox
target resolution for every remote-managed adapter (including
`grok_local`), SSH target resolution for `grok_local`, and the null path
for an adapter without remote-managed support.

## Verification

- Run `node_modules/.bin/vitest run
server/src/__tests__/environment-execution-target.test.ts`. All 10 tests
pass, including the 3 new ones.
- Confirm `grok_local` is in the `REMOTE_MANAGED_ADAPTERS` set in
`packages/shared/src/environment-support.ts`. The resolver now reads the
same set.
- On a live local instance with this fix, a `grok_local` agent assigned
to a Daytona sandbox environment no longer produces the
adapter-not-allowed warning.

## Risks

Low risk. The change routes two hardcoded checks through existing shared
capability metadata. Behavior changes only where the lists had drifted:
`grok_local`, and any future adapter added to the shared set, can now
resolve sandbox and SSH execution targets. Adapters outside the shared
set still return `null`.

## Model Used

Claude Fable 5 (`claude-fable-5`) by Anthropic, with extended thinking
and tool use, running in Claude Code.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 12:59:51 -07:00
Devin FoleyandPaperclip 78f8c6c3d4 Recover managed bundled plugin workers on demand (#10429)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed deployments can auto-provision bundled sandbox-provider
plugins so cloud or remote execution environments appear in the board UI
> - In a multi-service deployment, several server processes can share
one database and boot concurrently
> - A sibling process can create a bundled plugin row while the web
process sees it before it reaches `ready`
> - The web process correctly avoids clobbering the existing row, but
its startup `loadAll()` can miss the plugin and never start that worker
locally
> - The environments capabilities route then filters out the sandbox
provider because the plugin is ready in the database but not running in
the web process
> - This pull request adds a narrow managed-bundle recovery path that
lazily starts the missing worker when the capabilities route sees a
ready managed bundled plugin
> - The benefit is that the sandbox provider becomes visible after the
install finishes, without requiring a web-process restart

## Linked Issues or Issue Description

- No public GitHub issue found for this exact deployment race.
- Related broad plugin runtime context: Refs #432.

Bug description:

- What happened: in a managed multi-service deployment with shared
database state and bundled plugin auto-install enabled, the API-serving
process can skip a plugin row while it is still `installed`, run startup
plugin loading before that row becomes `ready`, and then permanently
omit the sandbox provider from environment capabilities.
- Expected behavior: once the managed bundled plugin row reaches
`ready`, the API-serving process should be able to start the plugin
worker and include its sandbox provider without a restart.
- Steps to reproduce: boot a web process and a sibling worker process
concurrently; have the sibling create the bundled plugin row and
transition it to `ready` after the web process has already skipped
auto-install and run `loadAll()`.
- Deployment mode: managed multi-service deployment with shared database
state and `plugins.autoInstall` configured.

## What Changed

- Added a managed bundled plugin worker recovery helper that
single-flights lazy `loadSingle()` starts and only allows configured
managed bundled plugin keys.
- Passed the managed recovery hook into the environments capabilities
route.
- Updated `listReadyPluginEnvironmentDrivers()` to attempt bounded
recovery for ready managed bundled plugins whose worker is missing in
the current process, and only for plugins that actually declare a
`sandbox_provider` environment driver.
- Made request-time recovery use `loadSingle(id, { markErrorOnFailure:
false })` so a local activation failure in one process never transitions
the shared plugin row to `error` (a sibling process may be running the
plugin successfully).
- When error writes are suppressed and activation fails after the worker
was spawned, the loader now tears down the partially-registered local
runtime (scheduler registration, event subscriptions, agent tools,
worker process) instead of leaving a half-activated worker lingering;
the teardown steps are factored out of `unloadSingle()` into a shared
helper.
- A failed recovery attempt now discards the crashed/stopped handle it
left registered in the worker manager (a worker that dies during
initialize is killed without a scheduled restart), so later capability
requests can retry recovery instead of being blocked by the
handle-presence gate until a process restart. Handles in
starting/running/backoff states are left to the worker manager's own
lifecycle; recovery only ever starts when no handle existed, so no
pre-existing worker can be affected.
- Added a regression test suite covering the installed-to-ready race,
allowlist behavior, the driver-kind gate, existing worker handles,
concurrent single-flight recovery, bounded slow recovery attempts,
suppressed shared error-state writes, partial-runtime teardown on late
activation failure, and retry after a dead handle is discarded.

## Verification

- `pnpm vitest run
src/__tests__/plugin-environment-driver-ready-recovery.test.ts` (in
`server/`) passed: 10 tests.
- `pnpm --filter @paperclipai/server typecheck` passed.

## Risks

- Low risk for self-hosted single-process deployments because lazy
recovery is only wired when managed plugin auto-install config is
present; with no managed config the capabilities route takes the exact
pre-change code path.
- The capabilities route can wait briefly while attempting recovery; the
attempt is bounded and defaults to 2 seconds.
- Failed recovery keeps the prior behavior of omitting the provider
until a later successful worker start, and now also cleans up any
partially-started local worker so retries begin from a clean slate.

## Model Used

- Initial implementation: OpenAI GPT-5 via Codex local coding agent,
with repository tool use and command execution.
- Review-feedback follow-ups (driver-kind gate, partial-runtime
teardown, expanded regression tests): Claude Fable 5 (claude-fable-5)
via Claude Code, with repository tool use and command execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 12:50:16 -07:00
Nicky LeachandPaperclip 9574cad3e8 test(server): drain heartbeat runs to quiescence before low-trust teardown (#10450)
## Thinking Path

> - Paperclip manages AI work through tasks, comments, and heartbeats
> - A heartbeat wake can register after a test body ends
> - The low-trust red-team route suite tears down data while that wake
can still run
> - Teardown can then lock `issues` and `heartbeat_runs` in opposite
order and deadlock
> - This pull request adds a drain that waits for heartbeat runs to
reach quiescence before teardown
> - The benefit is stable test teardown without removing coverage

## Linked Issues or Issue Description

The serialized low-trust red-team route suite can deadlock in
`afterEach` teardown.
A heartbeat wake can register after the test body ends.
Teardown can then delete `heartbeat_runs` while the wake still writes
issue tables.
This change waits until no run is queued or running before any delete.

## What Changed

- Added `drainHeartbeatRunsToQuiescence` for test teardown.
- Called the drain first in the low-trust red-team route suite
`afterEach` path.
- Kept the change test-teardown only.

## Verification

- The author handoff reports `tsc -p server/tsconfig.json --noEmit` as
clean.
- The author handoff reports 60 of 60 stress-loop runs with zero
deadlocks.
- `pnpm --filter @paperclipai/server typecheck` could not run here
because this workspace lacks `node_modules/typescript/bin/tsc`.

## Risks

- Low risk.
- The change only affects test teardown.
- If a wake never reaches registration, the drain can wait longer than
expected.
- The loop re-checks the run table until no run is queued or running.

## Model Used

OpenAI GPT-5, tool-use, 256k context.

## Checklist

- [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>
2026-07-29 12:05:13 -07:00