Commit Graph
52 Commits
Author SHA1 Message Date
DottaandClaude Opus 5.5 9a4a5066fa perf(inbox): stop optional reads from holding Mine rows hidden (#20407)
> Follows #20388, which merged to `master` as `50df9a19b9`. This branch
now includes `origin/master`, so its diff carries only this PR's change:
`ui/src/pages/Inbox.tsx`, `ui/src/pages/Inbox.test.tsx`,
`ui/src/api/approvals.ts` and `ui/src/api/access.ts`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page hides task rows until every inbox read finishes, including
reads that do not change the rows
> - A slow user directory, approvals or join-request read therefore
delays every task row, and a stalled read keeps the skeleton up
> - Loading is also a layout contract: content that arrives late must
not push visible rows down or reset keyboard selection
> - This pull request removes the user-directory gate where names only
fill row text, and bounds the approvals and join-request gates so a
failure or stall cannot hold rows hidden
> - The benefit is that a slow optional read no longer hides task rows,
and the rows still do not move when late data arrives

## Linked Issues or Issue Description

Refs #20388

**What existing behavior does this improve?**
The Mine inbox reveal gate waits for every source, including the user
directory, approvals and join requests.

**Subsystem affected**
Board UI inbox (`ui/src/pages/Inbox.tsx`).

**Current behavior**
If the user directory is slow, every task row waits for it, although
user names only fill text in the rows. If approvals or join requests
stall, the skeleton stays up until the request ends.

**Proposed behavior**
Rows reveal on session, experimental settings, `inbox/mine`, dismissals,
agents and projects. The user directory fills names in place. Approvals
and join requests can delay rows for one attempt of at most 10 s.

**Reason and benefit**
A slow optional read no longer hides the task list. A failed read shows
the existing "Some inbox items couldn’t load" banner with a retry
instead of a skeleton.

**Breaking changes**
None.

## What Changed

- User directory: it no longer gates task rows. It still gates rows when
they are grouped by assignee, because user names name and order those
groups.
- Approvals and join requests: they still gate rows (see "Kept gates"
below). The gate now covers only the first attempt (`isLoading &&
failureCount === 0`). That attempt uses a 10 s request timeout
(`INBOX_OPTIONAL_READ_TIMEOUT_MS`). After a failure or timeout, rows
reveal and the query retries in the background.
- Timeout notice: a timed-out approvals or join-request read is a
transient error, which the inbox hides. Once the app's retries end, the
inbox now shows the "Some inbox items couldn’t load" notice and "Retry
missing items" button for a `TIMEOUT` on those reads. Other transient
errors stay hidden as before.
- `approvalsApi.list`, `accessApi.listJoinRequests` and
`accessApi.listUserDirectory` accept optional `RequestOptions` (signal
and timeout). Other callers do not change.
- Tests in `ui/src/pages/Inbox.test.tsx` ("optional reads and the reveal
gate"):
- rows reveal while the user directory is pending, and keep their order,
their DOM nodes and the keyboard selection when it arrives;
  - assignee grouping still waits for the user directory;
  - a delayed approvals read holds rows (the kept layout guarantee);
- a failed approvals or join-request read reveals rows with the retry
banner and no skeleton;
- after one failed attempt, rows reveal while the approvals read
retries;
  - a stalled approvals read times out and reveals rows;
- approvals or join requests that keep timing out under the app retry
policy (`shouldRetryRequest`) show the missing-items notice and retry
button.

### Kept gates

Approvals and join requests stay in the gate. On Mine they sort in among
the task rows by time (`getInboxWorkItems`). A pending approval is
usually recent, so it sorts near the top. If it arrived after the rows
were visible, it would push every task row down by one row. I could not
reserve space for it, because the count is unknown until the read
returns, and an empty reserved slot would collapse and shift the rows
the other way. So I kept these two gates, and I bounded them so they
cannot hold rows hidden on failure or stall.

Keyboard selection already follows the selected row by key, so late data
does not reset it. The user-directory test checks this.

## Verification

Focused checks on this revision:
- `cd ui && npx vitest run src/pages/Inbox.test.tsx
src/api/access.test.ts`: all passed (91 Inbox tests).
- Red/green: with the #20388 versions of `Inbox.tsx`, `approvals.ts` and
`access.ts`, three new tests fail (user directory pending, retry after
first failure, stalled approvals). They pass with this change. The other
four pin guarantees that already held.
- Review fixes: the timeout-notice tests fail without `eb5d55da86` and
pass with it. `cd ui && npx vitest run src/pages/Inbox.test.tsx`: 94
passed.
- After merging `origin/master` (`54d73aef19`): `cd ui && npx vitest run
src/pages/Inbox.test.tsx src/api/execution-workspaces.test.ts`: 101
passed. `pnpm --filter @paperclipai/ui typecheck`: passed.
- CI note: on head `e438e16c80`, `ci / e2e shard (3/8)` failed in
`planning-mode-visual-verification.spec.ts` (the first task's
`task-chat-composer-mode` did not appear within 30 s). That journey runs
onboarding into the first task chat. It does not open the inbox or use
the changed reads, so I treat it as unrelated. The other 33 tests in the
shard passed. The new head reruns it. `pnpm check:token-gates`: clean.
- `pnpm verify --base perf/inbox-referenced-workspaces` selected 2,219
Vitest files because `ui/src/api/access.ts` is imported widely. I did
not run that broad set locally (the shared host was under heavy load).
Required CI supplies that coverage.

Performance (same local fixture as #20388: authenticated mode, non-admin
member, 8,750 execution workspaces, 38,750 tasks, production UI bundle,
headless Chromium, new context per run). The host load average was about
30–48 from other work, so I used alternating pairs.

| Scenario | #20388 | This PR | Median paired saving |
| --- | --- | --- | --- |
| No injected delay, 6 pairs | median 870 ms (747–1,922) | median 1,046
ms (795–2,002) | mixed signs, no measurable change |
| User directory delayed 3 s, 5 pairs | median 3,980 ms (3,852–6,048) |
median 1,096 ms (698–1,263) | 2,814 ms |
| Approvals stalled 20 s, 1 run each | 20,829 ms | 10,737 ms | — |

On this fixture the optional reads finish before `inbox/mine`, so this
PR does not change the normal cold load. It helps when an optional read
is slower than `inbox/mine`, for example under server load.

## Risks

- Low risk. The change only removes or bounds waits for reads that do
not decide row order.
- Assignee names can appear a moment after the rows on a slow user
directory. The rows keep their height and position.
- If approvals or join requests time out on every retry, the notice and
retry button appear. If they time out and later succeed, they insert
into the list after the rows are visible. This happens only in that
failure path.
- The 10 s timeout applies to these inbox reads only. Other pages that
read the same data do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## 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 Opus 5.5 <noreply@anthropic.com>
2026-11-09 20:29:47 -06:00
DottaandClaude Opus 5.5 50df9a19b9 perf(inbox): read only the execution workspaces Mine rows reference (#20388)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page loaded the company's full execution-workspace summary list
and kept task rows hidden until that list arrived
> - On a company with thousands of workspaces, that read checks each
workspace row against the privacy predicate. It was the slowest request
on the page
> - The inbox needs workspace names only for the workspaces its rows
reference, and only when the view shows workspace data
> - This pull request adds an `ids` filter to the summary read, makes
the inbox request only referenced workspaces, and stops rows from
waiting for workspace data when the view does not show it
> - The benefit is that Mine rows appear when the task data arrives, and
the workspace read becomes a small bounded query

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The Mine inbox (`/:companyPrefix/issues?view=mine`) shows its task rows
late on companies with many execution workspaces.

**Subsystem affected**
Board UI inbox and the execution-workspace summary API.

**Current behavior**
The page calls `GET
/api/companies/:id/execution-workspaces?summary=true` with no filter. On
a large company this returned 8,758 rows (2.5 MB) and took 12.3 s on the
server. The reveal gate included this read, so rows appeared at 13.4 s
although `inbox/mine` arrived at 1.6 s.

**Proposed behavior**
The inbox requests summaries only for the workspaces its rows reference.
Rows appear when the Mine task data arrives, unless the view shows
workspace data.

**Reason and benefit**
The workspace read becomes a small bounded query, and it leaves the
critical path for the default Mine view.

**Breaking changes**
None. The `ids` parameter is optional and additive.

## What Changed

- `packages/shared`: add `executionWorkspaceSummaryIdsQuerySchema`
(comma-separated UUIDs, 1–100 distinct values) and
`EXECUTION_WORKSPACE_SUMMARY_IDS_MAX`.
- `server`: `GET /companies/:companyId/execution-workspaces` accepts
`ids`. Bad input returns 422. The service adds
`inArray(execution_workspaces.id, ids)`. The company scope and the actor
read condition still apply, so privacy does not change.
- `ui/src/api/execution-workspaces.ts`: `listSummaries` accepts `ids`.
New `listSummariesByIds` reads ids in chunks of 100 and concatenates the
results.
- `ui/src/pages/Inbox.tsx`: the workspace query is keyed on the sorted
distinct `executionWorkspaceId`s of the rows the inbox holds (Mine,
touched, context and remote search issues). It uses `keepPreviousData`
and runs only when isolated workspaces are on and at least one id
exists.
- Reveal gate: rows wait for the workspace read only when workspace data
changes what the rows show. This is workspace grouping, a visible
Workspace column, or an active search (workspace names are searchable).
Otherwise rows reveal without it.
- Tests: route ids pass-through and 422 cases (non-uuid, empty,
separators only, more than 100); service test for the id filter with
company scope and the read condition; UI api chunking test; Inbox tests
for "rows reveal while the workspace read is pending when no workspace
column or grouping is active", rows waiting when the Workspace column is
visible, and "shows the resolved isolated workspace name" with the
id-filtered call.

Follow-ups (not changed here, they still read the unfiltered list):
- `ui/src/pages/LegacyInbox.tsx:772`
- `ui/src/components/IssuesList.tsx:985`
- `ui/src/components/LegacyIssuesList.tsx:888`
- `ui/src/components/NewIssueDialog.tsx:570` (filtered by project and
reuse, but not by ids)

## Verification

Focused checks on this revision:
- `cd server && npx vitest run
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspaces-service.test.ts -t "summar|ids"`: 14
passed (embedded Postgres ran the service test).
- `cd ui && npx vitest run src/api/execution-workspaces.test.ts
src/pages/Inbox.test.tsx`: all passed.
- `pnpm --filter @paperclipai/server --filter @paperclipai/ui --filter
@paperclipai/shared typecheck`: passed.
- `pnpm check:token-gates`: clean.
- `pnpm verify` selected 2,481 Vitest files (the shared validator change
reaches most suites). I stopped it at a 25-minute limit on a heavily
loaded shared host. Before the limit, three server tests outside this
change failed: `agent-commentary-skills` (skill mount),
`agent-config-read-access` (24.8 s timeout) and
`agent-directory-working-copies`. Required CI supplies the full
coverage.
- Review fix `fc3f82dae0`: when workspace data is visible, the reveal
gate also waits while `keepPreviousData` supplies the previous id set's
summaries. A new test switches Mine → Recent to a new workspace and
checks the Recent row stays hidden until its workspace loads. It fails
without the change.
- Follow-up commits `bf34f84823` and `8fc743b5ca` add a 100-row Mine
test with a counted workspace id scan. It fails with the old `= []`
defaults and passes with the stable `NO_ISSUES` default.

Performance (local, synthetic fixture):
- Instance: isolated worktree instance, `authenticated` mode, signed in
as a non-admin company member so the real workspace privacy predicate
runs. Production UI bundle (`PAPERCLIP_UI_DEV_MIDDLEWARE=false`).
Headless Chromium 1440×900, a new browser context per run (cold HTTP
cache and cold query cache). macOS, Apple Silicon, with other local
sessions running.
- Fixture: 8,750 execution workspaces (each with a source task and a
privacy-source key), 38,750 tasks, 150 Mine tasks; the Mine snapshot
returns 100 rows that reference 100 workspaces.
- Finish event: the first `[data-slot="task-row"]` is in the DOM.

| Measurement | Before (`02bfe71a6b`) | After |
| --- | --- | --- |
| Cold time to rows, median of 7 | 1,209 ms (1,046–1,312) | 702 ms
(567–1,209) |
| Workspace summary read, server wait (time to first byte), median of 7
| 496 ms unfiltered, 2.0 MB | 18 ms with 100 ids, 22 KB |

The difference of medians is 507 ms. This is close to the unfiltered
read's wait on this fixture (about 550–590 ms in the browser runs). The
runs were sequential batches, not alternating pairs.

Limits: this fixture does not reproduce the 12.3 s server time seen on
the development instance. Here the unfiltered read cost 0.5–1.7 s and
grew with the company's task count. The browser gain on the original
instance should be close to that instance's unfiltered read time, but I
did not measure it there.

## Risks

- Low risk. The `ids` filter only narrows the existing query. It does
not change the read condition or the company scope.
- A row whose workspace is not readable by the actor shows no workspace
name, as before.
- When the Workspace column or grouping is visible, rows still wait for
the workspace read. That read is now small.
- When the id set changes, the query refetches all chunks. Before a view
first reveals, rows wait for the new summaries if workspace data is
visible. After that, the previous names stay visible while a refresh
loads.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## 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 Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:02:55 -06:00
DottaandPaperclip 0e325e8d52 fix(runner): settle saved handoffs after verified shutdown (#20336)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent can save a question or approval handoff before its provider
stops.
> - A missing provider terminal notification does not prove that the
saved work failed.
> - Runner already verifies provider exit, event drain, tool settlement
and suspension.
> - This change uses that proof to settle the same saved handoff.
> - Unproven shutdown holds continuation and explains that the work is
saved.
> - Recovery must never repeat the completed work or allow overlapping
execution.

## Linked Issues or Issue Description

Refs #20330. That PR extends the Codex terminal drain window. This
change handles the separate case where no terminal arrives but the owned
shutdown can prove stopped execution.

**What happened?**

A native run saved a human handoff, accepted cancellation, and later
stopped its provider. The missing terminal notification still made the
attempt fail and show “Couldn’t finish this attempt.”

**Expected behavior**

Keep the saved handoff. Accept its yielded result after either an
authoritative provider terminal or verified shutdown of the exact
execution. If shutdown remains uncertain, retain the handoff and explain
the hold without offering a duplicate Retry.

**Steps to reproduce**

Save a governed wait, acknowledge interruption, and omit the provider
terminal. The new regression uses the real Runner binary and a
controlled Codex process. The old runtime rejects the handoff instead of
asking the existing shutdown owner to settle it.

**Deployment mode**

Native Runner with Codex. Local verification used macOS arm64 and Node
26.4.0. Hosted sandbox recovery has not been qualified.

## What Changed

- Add an optional driver shutdown-settlement operation. Runner returns
proof only after its existing stop, drain, tool settlement and
suspension barrier passes.
- Bind the receipt to the run, normalized session and turn. Persist it
with the saved wait and validate it during recovery.
- Complete the same yielded handoff after verified shutdown. Retire the
stopped session from warm reuse. Do not invent a provider terminal or
complete usage.
- Retain a named shutdown-pending condition under the existing bounded
same-run recovery policy. Preserve actual provider failures and
integrity failures.
- Show saved-work shutdown guidance in task and inbox presentation. Keep
genuine approvals authoritative and disable duplicate Retry.
- Document the completion and restart contract. The checkpoint field is
additive; older checkpoints retain the terminal-or-shutdown path.

## Verification

- Red: the new runtime regression failed against the original
implementation because verified shutdown was never requested. Server
presentation and error-classification regressions also failed before the
fix.
- Red: both inbox shutdown states showed generic text before the inbox
change.
- Green: Runner runtime, shutdown and harness-backend suites pass 301
tests. Tests cover missing terminals, failed stop proof, wrong identity,
cancellation, late proof, genuine provider failure, and restart after
receipt persistence. Recovery completes once without another model turn.
- Green: the native executor and task-presentation suites pass 1,371
tests. Execution projection, inbox and blocker presentation pass 125
tests. Two test-authoring mistakes were corrected: an integrity-error
text expectation and an assertion for a nonexistent projection field.
Their initial failures remain in local logs.
- Runner TypeScript and full server layered type checks pass. Token
gates and diff whitespace checks pass.
- Live provider acceptance: real Runner and Codex with gpt-6.1-sol, one
disposable local workspace, one tool call, and one deliberately dropped
terminal notification. The saved file, bound settlement receipt, one
accepted yielded result, one provider turn, confirmed provider exit and
suspended Runner all passed. The tool handler and persistence port were
controlled. This does not claim a full server or hosted journey.
- The full browser question-and-answer cell stopped before execution
because OPENAI_API_KEY was absent. No model work ran in that attempt.
Hosted sandbox recovery and the full browser continuation journey remain
unverified.
- `pnpm verify` returned exit 2 because the execution-spec change
requires broad CI. Required CI will supply that coverage; a full local
repository suite was not repeated.

- Review correction in `8553da244e`: a failed trailing-event write could
hide a provider failure. A new regression reproduced red, then passed
after all ordinary drain errors retained the named pending condition. No
settlement receipt or result can be accepted after that error. The live
missing-terminal check passed again on the corrected runtime.
- The real PostgreSQL control-plane regression and three existing
governed-wait controls pass. The new case persists one accepted yielded
result, a bound shutdown receipt, and the original pending human
question without a provider terminal.
- First CI revision `7c2cb9b1`: test-program typecheck found a missing
`PrpEvent` annotation in the new fixture. The annotation is fixed and
the Runner test-program typecheck passes. Runner support also timed out
in the unchanged `registered roots remain protected even when equal to
genuine public static bytes` case after 30 seconds. One unchanged local
diagnostic passed in 3.69 seconds overall. The hosted timeout cause
remains unknown; no timeout, fixture, or assertion was weakened.
[Original failed support
job](https://github.com/paperclipai/paperclip/actions/runs/42670851821/job/129346900133).

- Rebased onto the merged #20330 and current recovery changes. The
combined branch passes 1,402 executor/presentation tests. Both prompt
and 18-second provider terminals still pass. A warm session with no
terminal passes after the full 30-second drain and verified
stop/suspension. Its initial overly broad assertion rejected a
nonterminal turn event; the corrected assertion rejects every terminal
type. The rebased CI gate was cancelled before any runner or step
started; its cause is unconfirmed and it supplies no validation credit.
Final revision `b49ec5a144` starts fresh CI and review.

- Final-head CI attempt 1 failed before creating jobs. GitHub reports an
internal server error (correlation
`2c576b07-b67f-4179-a69f-74f7d99cd926`), followed by empty
runner-selection outputs for the aggregate jobs. One unchanged-commit
retry was requested; the initial admission failure remains recorded. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/42673159868).

- **Current blocker:** final head
`b49ec5a144e94e41e96e2508a79bd9aec91fe45a` has a fresh 5/5 Greptile
review and zero unresolved threads, but required CI is not complete.
GitHub reports an active [Actions and Checks API
incident](https://www.githubstatus.com/incidents/tp8cghg7tlc4). Attempt
2 ran only part of the full selected graph. Build, canary, Rust, sandbox
providers, admitted browser shards and other completed test jobs passed.
The E2E aggregate correctly failed because `policy` and `e2e_shards` had
`abandoned` results. Server shard 5/12 received a runner shutdown signal
at 18:36:55 UTC and its test step was cancelled; its job still reports
in progress. The shutdown cause is not established. The separate review
workflow had the same pre-execution internal-error class and passed one
bounded retry. No further retry was submitted during the incident.
Resume with the missing/cancelled coverage after GitHub recovers; do not
count the absent typecheck, Runner or support jobs as passes. [Failed
coverage
gate](https://github.com/paperclipai/paperclip/actions/runs/42673159868/job/129354318236),
[interrupted server
shard](https://github.com/paperclipai/paperclip/actions/runs/42673159868/job/129350854174).

## Risks

- A missing terminal can use one additional bounded shutdown interval.
Unknown shutdown still blocks continuation.
- Provider terminal and usage accounting keep their separate meaning.
The receipt proves stopped execution and settled tool outcomes, not
model success.
- Recovery rejects a foreign receipt, a later turn, an active turn with
a settled receipt, and an actual failed provider terminal.
- There is no database migration. Older checkpoint shapes remain
readable. Drivers without this optional proof retain a named pending
state.
- This PR does not deploy the fix or repair an existing hosted task.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools and local
code execution. The exact serving model ID and context window are not
exposed in this session. Live test inference used gpt-6.1-sol.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-11-09 13:46:16 -06:00
DottaandClaude Opus 5.5 ef2b8d5324 fix(issues): make every Retry start work or say why (#20283)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a task's run fails, the board recovers it with a Retry button,
so that button must either start work or say why it did not
> - An audit of every Retry-type button found three gaps. The task Retry
shown during a scheduled retry's countdown returned "accepted" but
changed nothing. A stale Retry looked like success in the Inbox. "Retry
now" skipped the task's read and change checks, so a member who cannot
see a private task could start its retry
> - This pull request makes the task Retry start a scheduled retry
immediately, makes every Retry that did not start work say why, and
gives "Retry now" the same authorization as the task Retry
> - The benefit is that no Retry click silently does nothing

## Linked Issues or Issue Description

Refs #19831. The board reported a dead Retry button. A read-only audit
of every Retry button confirmed:
- **Task Retry during a scheduled retry was a no-op.**
`TaskInterruptionPresentation.canRetry` is true in `retry_scheduled`, so
`ExecutionBlockerNotice` shows Retry. `requestTaskRetry` treats
`scheduled_retry` as busy and inserts a `coalesced` wake pointing at
that run. `resumeTaskRetry` reads only `deferred_issue_execution`, and
dispatch uses coalesced user wakes only to carry comments. Nothing
promoted the run: the API answered 202 `accepted: true` and the
countdown did not change.
- **A stale Retry looked like success.** `accepted: false, stale: true`
comes back as HTTP 200. The Inbox ignored `accepted` and opened the task
as if work had started. The task page showed no reason.
- **"Retry now" checked less than the task Retry.** It ran only
`assertBoard` and `getAccessibleResource`, skipping
`assertIssueReadAllowed` and `issue:mutate`. A company member who cannot
read a private task could promote that task's scheduled retry.
- **"Retry now" said nothing for some outcomes.** It toasted only
`promoted` and `gate_suppressed`.

## What Changed

- `server/src/services/task-retry.ts`: when the Retry coalesces into the
task's latest run and that run is `scheduled_retry` (with no other Retry
already active), the receipt returns `scheduledRetryRunId`.
- `server/src/routes/issues.ts`:
- `POST /issues/:id/retry` then promotes that run through the existing
`retryScheduledRetryNow`, the same path "Retry now" uses. It logs
`issue.scheduled_retry_retry_now` with `source: "task_retry"` and
returns `scheduledRetry: { outcome, message }`.
- `POST /issues/:id/scheduled-retry/retry-now` now runs
`assertIssueReadAllowed` and `decideIssueAccess("issue:mutate")`,
matching `/retry`. A private task the member cannot read now answers
404.
- `ui/src/hooks/useTaskRetry.ts`: new `taskRetryNotStartedReason`. When
a Retry did not start work (stale, or a scheduled retry that is
gate-suppressed, waiting, or gone), the hook returns that reason as its
error. `ExecutionBlockerNotice` and `StalledDependencyNotice` already
display it.
- `ui/src/pages/Inbox.tsx`: a task Retry that did not start work shows
the reason in the error toast and does not navigate.
- `ui/src/hooks/useRetryNowMutation.ts` and
`IssueScheduledRetryCard.tsx`: every "Retry now" outcome now shows its
headline and message, including `no_scheduled_retry` on the card.
- `ui/src/api/issues.ts`: `retryTask`'s response type includes
`scheduledRetry`.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-scheduled-retry-routes.test.ts`:
- "starts a scheduled retry now when the task Retry is clicked during
its countdown": 202 with `scheduledRetry.outcome: "promoted"`, the same
run becomes `queued`, and no second retry run is created.
- "refuses Retry now on a private task the member cannot see, like the
task Retry": on master "Retry now" answers 200 `promoted`; now both
routes answer 404 and the run stays `scheduled_retry`.
- The seed now adds the board user's membership, which the stricter
route needs. All 33 tests pass.
- `ui/src/hooks/useTaskRetry.test.tsx`: a replaced attempt, a gate-held
scheduled retry and a waiting scheduled retry each show their reason; a
promoted one shows nothing extra.
- `ui/src/pages/Inbox.test.tsx`: an Inbox Retry that did not start work
(stale, or gate-held) toasts the reason and does not navigate.
- `ui/src/components/IssueScheduledRetryCard.test.tsx`: "explains when
there was no scheduled retry left to start".

Other Retry buttons: the chat failed-run Retry already reports stopped
and failed retries (`agents.test.ts`). Agent lifecycle "Retry now" and
cost "Retry accounting" start no task work and already surface their API
errors.

Regression and static checks:
- UI: 7 files, 168 passed. Server: task-retry and scheduled-retry
suites, 149 passed. `issue-agent-mutation-ownership-routes.test.ts`
passed.
- `maintenance-server-routes.test.ts` "assembled maintenance server
production wiring" fails identically on master on this Mac
(`ensure-build-deps`).
- `tsc --noEmit` passes for `server` and `ui/src`. `pnpm
check:token-gates` is clean.

## Risks

- A task Retry during a scheduled retry now starts the run immediately,
through the existing "Retry now" promotion gates (pause, budget, cleanup
waits). A gate that holds it is reported, not bypassed.
- "Retry now" is stricter: a member without read or change access to the
task gets 404 or 403, as on `/retry`.
- No schema change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## 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 Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:25:21 -06:00
scotttong f5fb8ada3b Restore chat contacts, agent pins, and scrollable recent navigation (#19685) 2026-11-06 19:17:25 -08:00
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the bug report 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] The affected local tests pass; broader limitations are recorded
above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandPaperclip b40e6edaea perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine shows the work and failures that need the viewing user's
attention.
> - A reload waits for account access, task rows, parent captions and
failure state.
> - Those reads form several browser request stages before useful rows
appear.
> - Live invalidations can also restart the same task-list request more
than once.
> - This change supplies startup data together and removes redundant
refresh work.
> - It preserves current authority, failure presentation, archive state
and row stability.

## Linked Issues or Issue Description

Refs #18645. Related: #18642. This change implements the read-receipt
behavior independently on current master. It does not use that PR's
branch or patch.

**What happened?**

Mine starts its primary request after the session, company and
board-access reads. It then requests parent captions and rich failure
context. Four observed loads spent another 0.45–0.70 seconds after the
primary rows arrived. One slower load waited 1.71 seconds for parent
context. The same run observed two HTTP 429 responses. These timings
identify request waits; they do not attribute the delay to SQL or Node
CPU.

Read receipts also invalidate general task collections and dashboards.
Overlapping parent and child invalidations can start two requests and
abort the first.

**Expected behavior**

The initial page should use one account-safe startup projection and one
complete Mine response. A read receipt should refresh the affected
viewer's inbox state. Each invalidation batch should refresh a covered
query once. Required captions and current failure state must be ready
before first reveal. Existing rows should remain usable during a
transient refresh error.

**Steps to reproduce**

1. Open a populated Mine inbox with parent tasks outside the visible
index and a current failed run.
2. Reload with browser HTTP cache retained and application query state
empty.
3. Inspect the session, company, board access, task-index and context
request sequence.
4. Open or mark a task read and inspect the unrelated collection
refetches.

**Paperclip version or commit**

Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`.

**Deployment mode**

Authenticated board UI. Local proof uses the real APIs and database with
a synthetic session resolver. No hosted candidate deployment is claimed.

## What Changed

- Add optional, same-user `boardBootstrap` data to the existing session
response. Seed account-keyed company and board-access reads from it.
Keep ordinary endpoint reads for fallback, retry and live
reconciliation. A returning account cannot reuse revoked cached access.
Cache collection and later real refetches remain effective.
- Add the board-only Mine snapshot endpoint. Reuse the canonical issue
selector, private-task filtering, run-read decisions, secret redaction
and interruption/recovery presentation. Assemble the fixed 100-task
page, parent captions and bounded 200-run failure window on the server.
Start independent reads together. Optional source errors keep successful
task rows usable.
- Keep array-shaped source caches for archive and undo. Key Mine source,
context and reveal state by account. Validate the response's user stamp
before committing it. Remove array-only cross-tab Mine broadcasts, which
cannot carry its paired failure context. The server retains
authenticated in-flight coalescing.
- Scope read-receipt invalidation to the affected viewer's inbox, badges
and chat unread state. Keep company and task audit views fresh. Preserve
genuine task mutations, run updates and subscription-gap reconciliation.
- Remove covered scalar-prefix invalidations within a batch. Preserve
predicates, exact matches and different query/refetch constraints. A
later event can still refresh again.
- Retire Mine in-flight reuse after local company activity or run
lifecycle changes. A post-archive read starts fresh. Old work keeps its
admission slot until it settles, even if every HTTP client aborts. The
eight-compute limit stays in place.
- Add API, component and browser regressions. Extend the production
timing harness with matching API/UI artifact receipts, retained-cache
reloads, request status counts, layout checks and optional controlled
network latency. Update API and verification documentation.

## Verification

- Full `pnpm -r typecheck` passes.
- Full `pnpm build` passes.
- Token gates, map checks and diff whitespace checks pass.
- 72 Inbox component tests pass. Startup-specific checks pass, including
account switching, revoked cached access, malformed/absent bootstrap
data and cache collection. The canonical authenticated bootstrap route
also passes against real PostgreSQL.
- Six real PostgreSQL Mine route cases pass, including full equivalence
with legacy authorized projections, privacy, fixed bounds, membership
revocation, coalescing, archive freshness and aborted-client admission.
Four focused legacy coordinator controls pass. Six assembly tests pass.
- Refetch and invalidation regressions pass. Meaningful pre-fix tests
observed two request starts and one abort for overlapping invalidations;
the fix produces one start and no abort. The archive race test observed
the post-archive GET joining the old body before the fix.
- All 11 existing startup browser checks pass, including Tasks/Mine code
loading, desktop/mobile bounds, non-streamlined Coordinator, task
navigation, failed preloading and Back position. The nine focused
startup, fallback, partial-source error, rate-limit recovery,
archive/undo and geometry cases also pass. The 429 cases use the
inherited retry window. Archive and keyboard undo are corroborated
through the real API and reload. Authentication and failure fault
injection in these cases are explicitly simulated.
- Matched production before/after timings are complete. Full aggregate
Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate
and `review` workflow pass. The 45 build/test/policy jobs are queued;
the Build job has no `ubuntu-latest` runner assigned and has executed no
steps, so remote aggregate results remain unverified. Paperclip Review
and Superagent Security Scan are in progress. Superseded runs for this
PR were cancelled. No current-head check has reported a failure; the CI
checklist remains open. The remaining step is runner allocation and
completion of those external checks; persistent queueing needs the
repository CI owner's attention.
- Greptile completed on final head
`ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding
is fixed and resolved; there are no open review threads.

### Matched browser timings

Five alternating baseline/candidate pairs per network scenario, measured
serially
in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a
1440×900
viewport. Both production UIs use their matching real API revision
against one
fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one
paused
agent and one terminal failure. No active agent/provider work. HTTP
cache is
retained; each initial sample reloads the document and clears
application query
state. Warm navigation and Back retain query state. CPU and throughput
are native.
The 100ms scenario uses CDP minimum request-to-response-header latency
without
request interception. It is a controlled request-dependency experiment,
not a
staging reproduction.

Values are median milliseconds with min–max in parentheses. Paired
saving is
baseline minus candidate for each alternating pair; its median differs
from the
difference of arm medians. Positive saving favors the candidate.

| Network / journey | Baseline | Candidate | Median paired saving |
| --- | ---: | ---: | ---: |
| Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) |
−23.3 |
| Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37)
| −0.16 |
| Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) |
+4.94 |
| 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) |
+211.8 |
| 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98)
| −0.02 |
| 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) |
+0.35 |

The controlled-latency initial pairs all improve, saving 108.3–217.0ms.
Native
initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no
reliable
native page-speed improvement. Warm and Back timings are effectively
unchanged.
Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms
with
100ms latency; these runs do not establish a large startup-only timing
gain.

API requests through the two-second post-reveal window fall from median
32
(32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms
latency.
All 20 samples preserve the same ordered 31 task links, first-row DOM
identity
and geometry. All recorded API responses are HTTP 200; zero unfinished
requests,
429s or JavaScript errors. Lower 429 incidence on staging remains
unproven.

Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`,
candidate
`4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head
`ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map
files
and existing browser test expectations since that measured candidate;
production executable inputs are identical to the measured candidate.
Asset hashes, API
health revision receipts and every raw sample were retained. These
results do
not claim hosted-page improvement or deployment of this PR.

## Risks

- Startup enrichment adds work to the session read. Failure of this
optional projection falls back to the ordinary company and access
endpoints. It does not invalidate a valid session or replace per-request
server authorization.
- Account changes, stale cache entries and same-company navigation can
expose old presentation data. Account keys, principal stamps, reveal
scopes and canonical bootstrap replacement have dedicated negative
cases. Permission failures hide cached task rows; transient network, 429
and 5xx failures preserve them.
- Current failure state can differ from the historical failed run. The
snapshot uses the existing canonical rich projection and verified
missing-ID coverage. Partial context failures retain an explicit retry
path.
- Mutation retirement follows events delivered to the current server
process. This adds no cross-replica invalidation protocol or distributed
read-after-write guarantee.
- New UI assets require the matching API. Older UI/session consumers
retain their existing response and endpoint behavior. There is no
database migration, provider call or deployment change.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, browser
automation and delegated source review. The exact runtime model ID and
context-window size are not exposed by this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-11-03 09:28:57 -06:00
DottaandPaperclip 1f8f2e195f perf(ui): reuse parent metadata when loading the inbox (#18645)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The Mine inbox combines task rows with approval and failure items.
> - It waits for parent captions before it reveals the initial list.
> - It fetched rich diagnostics for every parent, including parents
already in the task index.
> - Parent captions only use fields that the index already provides.
> - This change reuses loaded parents and fetches missing parent
metadata through the index view.
> - Failure items keep their rich interruption data and the initial
reveal boundary stays in place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The initial load of Mine and other inbox views that need parent task
captions.

**Subsystem affected**

`ui/` collection reads. The API contract and database schema stay the
same.

**Current behavior**

The inbox fetches all parent and failed-run task IDs with `view=rows`
after the primary task request. This adds active-run, blocker, review,
interruption and recovery work to the reveal path. The observed hosted
case fetched four parents. One was already in the 31-row task index. The
other three were completed parents. The serial context response took
1.0–2.9 seconds during the diagnostic reloads.

**Proposed behavior**

Reuse parents from the selected source index. Fetch missing parents with
`view=index`. Keep `view=rows` for every failed-run task, including
overlaps with parents or source rows. Keep both role-specific ID lists
in the query key. Drop old placeholder rows when the new index supplies
a parent.

**Reason and benefit**

This removes unnecessary diagnostic work from a required serial request.
Five alternating same-four-parent requests on the hosted app had index
times of 189, 162, 156, 128 and 169 ms, versus rich-row times of 282,
211, 329, 219 and 284 ms. All requests missed the response cache. All
consumed parent fields matched. This isolates the projection cost; it is
not a deployed UI speedup claim.

**Breaking changes**

None. Membership, ordering, nesting, archive state, authorization and
failure presentation retain their owners and contracts. Refs: #18323 and
#18492 for the prior collection and startup work. This change addresses
the remaining parent-context read.

## What Changed

- Partition missing parent metadata from failed-run context. Load the
two batches concurrently, with at most two batch requests in flight.
- Keep richer failure rows last in the context result. Filter
placeholders by company and current requested IDs. Track completed
failure reads, including missing tasks, so a parent placeholder cannot
reveal an unverified failure card. Keep existing verified cards mounted
through refresh.
- Cover delayed captions, reuse of indexed parents, refreshed parent
captions, failure overlaps, resolved failures and parent-to-failure
cache transitions.
- Add a real browser check for delayed parent metadata and stable
geometry through deferred diagnostics. Give the test its own disposable
company.
- Add a reusable local timing harness and update the collection
verification recipe.

## Verification

- Baseline source: `0710c5684243a663c09ff907011ab88838173a02`. Final
measured candidate: `c8c69b5af11966b4144707a3da21e840c73c6cca`.
Production UI assets were built from the same checkout and dependencies,
with only the Inbox module changed between variants.
- Targeted regression failed on the old implementation and passed after
the change. All 58 Inbox component tests pass, including existing
archive/undo and order checks.
- Full workspace typecheck passes. The final UI typecheck passes. Full
build passes. Token gates, map checks and diff whitespace checks pass.
- All 12 collection browser checks pass, including pagination and
reading-position restoration.
- The full CI workflow passes on
`c8c69b5af11966b4144707a3da21e840c73c6cca`, including all server, chat,
workspace, serialized, runner and E2E shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41502803275).
Greptile reports 5/5 on this commit with no unresolved threads. The
separate Paperclip Review check is still queued. Its first attempt saved
a text result but did not complete the GitHub assessment. Normal retry
was rejected because that attempt already recorded a result. The
current-head review request is queued. The review service is now
unavailable, so this external gate remains open.
- The duplicate local `pnpm test:run` was interrupted after the
equivalent CI run passed. Its six chat shards passed 1,828 tests. The
general-server phase was stopped. This local full-suite run is
incomplete, not a passing result.
- Local synthetic fixture: four parents and 30 children, with three
completed parents archived. The fixture also has 30 archived child
records. No agent or provider calls ran. Mac arm64, Node 24.22.2,
Chromium, production assets, 1440×900, native CPU, loopback network,
fresh HTTP/query caches for each cold sample.
- Five alternating local pairs produced identical 31-row membership and
order and no browser errors:

| Journey | Baseline median (range), ms | Candidate median (range), ms |
Median paired saving, ms |
| --- | --- | --- | --- |
| Cold first usable Mine rows | 310 (252–435) | 258 (250–261) | 50 |
| Warm Recent → Mine | 60 (56–64) | 67 (61–71) | -7 |
| Task → Back to Mine | 42 (40–47) | 43 (40–45) | 0 |

The final cold result has a material control limitation. The median
primary-request start was 259 ms for baseline and 210 ms for candidate.
Much of the cold difference occurs before the changed request. The
parent response medians were 19.3 and 13.5 ms, with fewer parent IDs
requested. Do not attribute the full 52 ms difference between cold
medians to this fix. Four cold pairs were faster and one was 6 ms
slower. Warm Recent → Mine was about 7 ms slower at the median; Back was
unchanged. These runs establish no warm-navigation gain. The earlier
five-pair experiment showed the same startup confound and mixed
warm/Back results. All samples remain in the local evidence. A hosted
final-shape comparison timed out and was cancelled by closing its owned
browser tab; it supplies no result. The candidate has not been deployed.

Reproduce the contract and geometry check against an isolated production
UI with `pnpm exec playwright test --config
tests/perf/collections/playwright.config.ts parent-context.spec.ts`. Run
`tests/perf/collections/measure-mine-context.ts` against baseline and
candidate loopback production origins that share one disposable API, as
documented in `tests/perf/collections/README.md`. Preserve upstream
startup timings as controls. Required parent responses remain inside the
reveal boundary.

## Risks

- Explicit-ID `index` and `rows` requests use the same company,
visibility and actor filters. They do not use the inbox archive filter.
An archived parent is still returned by either projection. A deleted or
unreadable parent is absent in both. A second index request for a
failure-parent overlap would not restore missing caption data.
- A failed-run task must never reuse parent-only metadata. The query key
includes each projection role. Completed reads carry explicit failure-ID
coverage. The tests cover overlaps, pending role changes, late heartbeat
data, known absence, and transitions to empty views.
- Old parent context must not override a fresh indexed parent. The
current-ID placeholder filter and caption-refresh regression cover this
case.
- The hosted app still has unrelated server contention. This PR reduces
parent request work. It does not claim to fix all hosted loading delay.
Deployment acceptance should confirm the serving revision, compare
matched Mine reloads and inspect errors and row stability. Revert this
change if failure items or captions regress.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, browser
diagnostics and code execution. The exact runtime model identifier and
context-window size are not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 13:29:04 -06:00
DottaandPaperclip d38cdf261a perf(ui): speed up Tasks and Inbox startup (#18492)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks and Inbox are the main entry points for that work.
> - Earlier changes made their data reads and row counts smaller.
> - Those changes remain, but shared controls now pull in the whole
task-detail bundle.
> - A cold open can also read a remembered organization before selecting
the one in the URL.
> - This pull request separates collection code and selects the
addressed organization first.
> - It warms task code after collection paint, so the next task open
stays fast.

## Linked Issues or Issue Description

Refs #17756, #18323, #16849, #17041, #17983, #17960, #18461.

**What happened?**

Tasks and Inbox still use their optimized index reads and row budgets.
However, small shared controls and hooks were placed in the task-detail
chunk. A collection had to download that whole chunk. The HTML also
preloaded it on every route. The original production profile loaded
about 6.5 MB of decoded JavaScript before useful rows, or 1.9 MB
transferred with compression.

Company bootstrap could select a different remembered organization
before Layout selected the URL's organization. This started unnecessary
company reads. A retained multi-company browser fixture reproduced two
attention-count requests for different companies.

**Expected behavior**

Show correctly scoped, stable collection rows without waiting for
task-detail code. Keep compact reads, bounded rendering, direct task
preloading, immediate New Task input, and fast follow-on navigation.

**Steps to reproduce**

1. Use a production UI build with Coordinator enabled and two active
organizations.
2. Remember one organization, then cold-open Tasks or Mine in the other.
3. Inspect startup script and company requests before the first useful
row.

The baseline UI revision is `91fdf02e95`. This is a UI change. It has no
API, schema, migration, or authorization changes.

## What Changed

- Group the static collection dependency trees above the task-detail
group. Keep the existing startup and task grouping strategy.
- Preload task detail and its static dependency closure early on direct
task and agent-chat URLs. Keep collection aliases out of that preload.
- Fetch the immutable task chunk at low priority after a collection
paints, or on a same-origin task-link hint. After a successful immutable
response is fully read, module-preload the cached chunk so it can
compile without executing. A failed HTTP probe skips module preload.
- Prefer an addressed active organization during bootstrap. Preserve
manual selection, archived-company handling, and account-scoped company
lists.
- Preserve a task reading anchor when a programmatic scroll event
reports an unchanged offset during restore reflow. Strengthen the Back
journey to wait for a completed collection navigation.
- Add production-browser checks for delayed indexes, correct company
scope, stable row geometry, failed speculation, and early direct-task
preload. Update collection verification notes and the feature map.

## Verification

Final source: `e402ab7fc6`; baseline UI: `91fdf02e95`.

- All **234 focused unit cases** and **44 production-browser journeys**
passed on the final source: 33 task journeys and 11 collection journeys.
Coverage includes compact history, saved cards, draft persistence,
avatar continuity, failed-probe recovery, delayed data, pagination, deep
links, desktop/mobile and reading-position restoration through Back.
Desktop and mobile screenshots were inspected.
- Workspace typecheck, full production build, map checks, token gates
and diff checks passed. The default local `pnpm test:run` still stops
before executing tests because the existing chat-test line selector
reports `No test found` (1,816 skipped). This is not a passed full local
test suite. Focused tests and remote CI remain separate evidence.
- Greptile reviewed the exact final commit at **5/5**, with zero open
review threads. Final code CI passed. The complete check inventory is
**55 successful, 3 skipped, 1 neutral**. The neutral result is the
separate Paperclip Review: its agent finished without completing an
assessment, so it is not a passing review score.

Five alternating baseline/candidate pairs per scenario, Chromium
151.0.7922.34, 1440×900, 4× CPU, 50ms latency, approximately 9Mbps down
/ 1.5Mbps up. Cold cases use fresh browser contexts with normal cache
writes enabled; warm cases use the same context and normal application
query cache. Both previews use the server's immutable hashed-asset cache
policy and uncached HTML, with real local feature settings and no
request interception. All task-owned builds and suites were stopped
during timing; other host activity was uncontrolled. Readiness requires
useful rows and editable search, or the readable task thread and
editable composer, followed by two animation frames.

| Journey | Baseline median (range) | PR median (range) | Median paired
saving |
| --- | --- | --- | --- |
| Cold Tasks | 3239 ms (3189–3333) | 2545 ms (2441–2682) | +752 ms |
| Cold Inbox | 3207 ms (3203–3268) | 2679 ms (2502–3062) | +541 ms |
| Warm Inbox | 717 ms (701–917) | 760 ms (745–768) | -47 ms |
| Warm Tasks | 1150 ms (1126–1207) | 1136 ms (1119–1174) | +18 ms |
| First task click | 943 ms (932–1008) | 1007 ms (976–1098) | -74 ms |
| Back to Tasks | 584 ms (568–617) | 566 ms (559–575) | +10 ms |
| Cold direct task control | 3389 ms (3377–3402) | 3415 ms (3395–3896) |
-13 ms |

All five pairs improved for each cold collection. The signed saving is
baseline minus candidate for each pair; it is distinct from the
difference of medians. Warm navigation is broadly similar. First task
click was 74ms slower by median paired difference. Direct-task median
paired difference was 13ms slower, with one slower 3.90s candidate
sample retained in the range; this is not a claimed direct-task speedup.

Completed script transfers by collection readiness fell from about
**1.91MB to 1.14MB** (Tasks), and **1.90MB to 1.14MB** (Inbox). Task
code warms after rows paint. At the test bandwidth, the removed 0.77MB
critical transfer represents roughly 0.65s of download time; CPU and
network overlap, so their savings are not added. Unthrottled loopback
API control medians stayed about 17–18ms in both variants. All 30 cold
samples had zero browser errors.

Rejected experiments remain separate: automatic splitting produced over
200 startup requests; disabling recursive grouping slowed direct tasks;
HTTP-only warming improved collection startup but slowed first task
opens. The final correction preloads direct dependencies and compiles
successfully cached code after paint. Routing disables HTTP caching, so
intercepted runs were kept as diagnostic evidence rather than used for
warm-cache acceptance; see [Playwright's cache
behavior](https://playwright.dev/docs/api/class-page#page-route). Vite
preview's default asset `no-cache` policy was also corrected to match
the shipped server before final measurement.


## Risks

- Bundle placement affects shared consumers. Browser checks cover
collections and task navigation; the full PR checks also cover other
routes.
- Code warming still transfers the task chunk if the user stays on a
populated collection. It moves that download past first paint and does
not execute it. This is a startup latency improvement, not a claim that
all eventual bytes disappear.
- A direct click before warming finishes still loads code on demand.
Direct task and chat URLs retain early module preload.
- Local browser evidence does not establish a deployed staging speedup.
This PR does not merge or deploy itself.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, tool use and local code execution.
The context-window size is not exposed in this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run the relevant tests locally and they pass (234 unit
cases and 44 browser journeys; the full-command limitation is documented
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All code CI gates are green (the separate Paperclip Review is
neutral because its agent did not complete an assessment)
- [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>
2026-10-31 22:12:41 -05:00
DottaandPaperclip aa58fa1073 perf(ui): restore fast Coordinator task and inbox loading (#18323)
## Thinking Path

> - Paperclip lets people manage work done by agents.
> - Tasks, Inbox, and Needs You must stay usable as work history grows.
> - The Coordinator views bypassed some existing collection
optimizations.
> - Navigation fetched complete decision cards for a count, and Tasks
mounted every loaded row.
> - This PR uses the canonical attention rules for small count and
task-ID responses. It also restores bounded rendering and the optimized
Inbox selection.
> - The benefit is less data and less initial rendering work without a
second definition of pending work.

## Linked Issues or Issue Description

**What happened?**

Coordinator navigation fetched the full attention feed on every cold
collection visit. Tasks rendered the entire loaded collection.
Coordinator could also select the old Inbox loader when Streamlined UI
was off.

**Expected behavior**

Fetch only the projection needed by each surface. Start with a bounded
set of rows. Keep complete task membership, accurate counts, current
permissions, and stable loaded rows.

**Steps to reproduce**

1. Enable Coordinator and open Tasks or Inbox with an empty browser
query cache.
2. Observe a complete attention-card download for the navigation badge.
3. Open a large task list and observe that every loaded row mounts at
once.
4. Disable Streamlined UI while keeping Coordinator enabled, then open
Mine and observe three overlapping compact task reads.

Related work: #17756, #3744, #17983, and #18312.

## What Changed

- Add board-only attention count and complete task-ID projections. Reuse
canonical company, privacy, addressee, deduplication, dismissal, snooze,
and archive rules. Skip card bodies, plan/image reads, and presentation
roster lookup.
- Share the small count read across desktop and mobile navigation. Reuse
the page-owned response on Needs You and Needs attention. Keep the
newest known count through navigation, including zero.
- Use the task-ID index for Needs attention and keep task row hydration
in batches of at most 100.
- Render 100 task rows initially, across the whole expanded tree. Reveal
150 more at a time through scrolling or a button. Keep existing rows
through refresh and append. Defer offscreen leaf layout with shared
tokens.
- Keep Coordinator on the optimized Inbox when Streamlined UI is off.
Use index reads for expanded project recents.
- Add real-database, component, and production-build browser regression
checks. Update the access and feature maps.

## Verification

- All required CI checks pass on
`1c68ac8957490a6c8585ba0939355f536c8120bf`: typecheck, build,
server/workspace tests, serialized database suites, and eight E2E
shards. Greptile is **5/5**, with its row-retention finding fixed and
the review thread resolved. Storybook checks were intentionally skipped;
Paperclip Review completed neutral.
- Workspace typecheck and production build passed locally. The final
rebased source also passed UI typecheck and production build. Token
gates and map checks passed.
- The attention service suite passed all 34 tests on disposable
PostgreSQL. Final targeted checks cover compact projections,
complete-set counts, quality approvals, snoozes, private tasks, and
board/company access. Database response capture confirms compact
projections do not read plans or images. All 31 OpenAPI tests passed
after registering both endpoint contracts.
- Six production-build browser journeys passed: desktop, mobile,
Coordinator Inbox with Streamlined UI off, Needs You, Needs attention,
and an older server page followed by task open/Back. They verify the
initial 100-row budget, scrolling, retained DOM identity/height, one
owner per attention read, complete task membership, 220 retained rows on
Back, and less than 2 px of return-position difference.
- The row-budget and Inbox regressions fail against original source and
pass with this change. The final three affected UI suites passed 40
tests, and the broader Inbox/IssuesList suites passed 101 tests
serially.

### Controlled production-build comparison

Baseline `b31ec0a2dc079e32272a8f618425fe92b68bbaec` versus PR head
`1c68ac8957490a6c8585ba0939355f536c8120bf`. Isolated baseline asset
`index-CS9uPxMx.js`; candidate asset `index-BxJeTQ30.js`. Both UI builds
used the same warm disposable API server and database, with 220 tasks
and 110 pending board approvals. Chromium **151.0.7922.34**, 1440 × 900
viewport, **4× CPU throttle**, loopback with no added network latency,
alternating baseline/candidate order. Cold cases use a new browser
context with network cache disabled; warm cases navigate within the same
context. Other host workloads are uncontrolled.

Readiness requires the destination collection's first visible task row,
then two animation frames. Inbox readiness waits for its canonical Mine
route so previous-page rows cannot satisfy the measurement. Five paired
samples per case; cold Inbox has a second five-pair confirmation wave
because the first result was slower. Times below are **milliseconds**;
parentheses show min–max. Paired savings are the median of individual
before-minus-after pairs, not the difference between medians.

| Journey | Pairs | Baseline median (range) | Candidate median (range) |
Median paired saving | Faster pairs |
| --- | ---: | ---: | ---: | ---: | ---: |
| Cold Tasks | 5 | 2752 (2542–3025) | 2300 (2275–2524) | 328 | 5/5 |
| Cold Inbox | 10 | 2536 (2283–2927) | 2582 (2117–2856) | 37 | 5/10 |
| Warm Tasks navigation | 5 | 2054 (1826–2479) | 1448 (1419–1548) | 635
| 5/5 |
| Warm Inbox navigation | 5 | 2020 (1485–2254) | 1568 (1289–1848) | 350
| 5/5 |
| Task → Back to Tasks | 5 | 1747 (1609–1948) | 1327 (1238–1355) | 472 |
5/5 |

Cold Tasks, warm Tasks, warm Inbox, and Back improved in every measured
pair. **Cold Inbox latency is inconclusive:** the two waves pointed in
opposite directions, with the candidate faster in 5/10 pairs. This PR
claims less badge work there, not a proven cold Inbox latency
improvement.

The canonical badge response shrank from **200,039 to 359 decoded
bytes** (encoded HTTP transfer: **8,125 to 598 bytes**). The compact
response also skips card payloads, plans, images, and presentation-only
roster work. These are measured mechanism reductions, separate from
end-to-end latency. Needs You still owns its full card feed; Needs
attention owns its complete task-ID projection. Reproduction setup and
assertions are in `tests/perf/collections/README.md`.

<details>
<summary>Individual paired readiness measurements (ms)</summary>

| Journey | Pair | Baseline | Candidate |
| --- | ---: | ---: | ---: |
| Cold Tasks | 1 | 3025 | 2283 |
| Cold Tasks | 2 | 2542 | 2275 |
| Cold Tasks | 3 | 2752 | 2424 |
| Cold Tasks | 4 | 2783 | 2300 |
| Cold Tasks | 5 | 2641 | 2524 |
| Cold Inbox | 1 | 2927 | 2702 |
| Cold Inbox | 2 | 2422 | 2629 |
| Cold Inbox | 3 | 2409 | 2606 |
| Cold Inbox | 4 | 2621 | 2769 |
| Cold Inbox | 5 | 2539 | 2856 |
| Cold Inbox | 6 | 2283 | 2117 |
| Cold Inbox | 7 | 2466 | 2558 |
| Cold Inbox | 8 | 2674 | 2286 |
| Cold Inbox | 9 | 2696 | 2389 |
| Cold Inbox | 10 | 2533 | 2183 |
| Warm Tasks navigation | 1 | 2479 | 1423 |
| Warm Tasks navigation | 2 | 2228 | 1548 |
| Warm Tasks navigation | 3 | 2054 | 1419 |
| Warm Tasks navigation | 4 | 1826 | 1448 |
| Warm Tasks navigation | 5 | 1954 | 1518 |
| Warm Inbox navigation | 1 | 2020 | 1661 |
| Warm Inbox navigation | 2 | 2198 | 1848 |
| Warm Inbox navigation | 3 | 1733 | 1497 |
| Warm Inbox navigation | 4 | 2254 | 1568 |
| Warm Inbox navigation | 5 | 1485 | 1289 |
| Task → Back to Tasks | 1 | 1721 | 1330 |
| Task → Back to Tasks | 2 | 1747 | 1275 |
| Task → Back to Tasks | 3 | 1948 | 1355 |
| Task → Back to Tasks | 4 | 1609 | 1327 |
| Task → Back to Tasks | 5 | 1790 | 1238 |

</details>

### Failed attempts and limits

- The local full repository command hit embedded PostgreSQL startup
failures and 16 failures in the untouched native session executor suite;
it was stopped. The full local suite is not claimed green. CI on the
final revision provides the broad test result.
- A concurrent local UI run hit timing failures under host contention.
Inbox/IssuesList subsequently passed all 101 tests serially. No tests
were weakened to address these timeouts.
- CI caught two integration gaps introduced during this work: missing
OpenAPI entries for the new endpoints, and an attention fixture
incompatible with the routine filters added on master. Both were fixed;
the affected 31 OpenAPI and 40 UI tests pass.
- The final revision's first CI attempt failed two untouched tests:
scheduled-retry batch cancellation and the tool-access audience/archive
race. Both failed jobs passed when rerun without changing the revision.
Their original failed attempts remain visible in [the workflow
history](https://github.com/paperclipai/paperclip/actions/runs/41083379875).
- Browser evidence uses synthetic disposable data. This PR is not
deployed staging or production verification.

## Risks

- New attention sources must preserve canonical eligibility. Both
projections call the existing collector, so they share its permissions
and complete-set behavior.
- The count and task-ID caches must not stand in for full decision
cards. Each projection has its own key under the existing attention
invalidation prefix.
- A row budget can omit descendants if applied per parent. The tests
cover one global budget across a large expanded tree, refresh, append,
reset, and incremental loading.
- Local browser evidence uses synthetic data and is not staging
deployment proof.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, and code
execution. The exact backend model deployment ID and context window were
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 11:58:53 -05:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists and inboxes are the main entry points to that work.
> - Cold opens fetch overlapping task lists, task descriptions, and run
details before useful rows settle.
> - Independent responses can insert rows above content that a person
has started to read.
> - This pull request loads a small task index first and adds details
only for visible rows.
> - It keeps row order and geometry stable while those details arrive.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cold opens of Tasks and Inbox, including the shared navigation badge.

**Subsystem affected**

Server list reads, shared response contracts, and the React UI.

**Current behavior**

The badge fetches full task bodies. Mine fetches several overlapping
lists. Historical diagnostics and row metadata add work before the first
useful list. A fast failed-run response can appear before task rows,
then move down when tasks arrive.

**Proposed behavior**

Load the selected inbox source and its required context together. Use an
index without task descriptions or recovery diagnostics. Fetch
diagnostic details for up to 50 visible rows. Keep skeletons, recovery
indicators, external status, and live metadata in fixed space.

**Reason and benefit**

Reduce work on a cold open and prevent loading-induced row movement. On
the same 100 local fixture tasks, the compact response was 262,441
decoded bytes and the index was 110,909 bytes. This comparison excludes
compression and is not a page latency benchmark.

**Breaking changes**

Existing full and compact responses remain available. New index/row
projections are opt-in and marked as partial data. Mine keeps its
existing most-recent-100 display limit, now selected on the server.
Existing filters and group preferences remain in the client. No database
migration.

**Additional context**

Refs: #17593. Related: #13095, #17428, #13803. This change addresses
collection overfetch and layout stability. It does not replace the
blocked-inbox query work or the database activity-index work.

## What Changed

- Add authorized index and row projections, with bounded task and parent
ID batches.
- Replace badge list downloads with unread IDs and aggregate counts.
Preserve actor privacy, dismissals, and local archive behavior.
- Load only the selected inbox source, plus bounded parent and
failed-run context. Return only relevant failures from the bounded run
window.
- Batch hierarchy reads, including at most one authorized child per
collapsed parent in one request. Collapsed markers do not consume the
expanded row budget, and partial descendant counts are not shown as
totals. Enrich visible rows without replacing membership, ordering,
titles, or read state.
- Reserve row geometry on desktop and mobile. Reveal the initial inbox
only after its sources settle. Preserve legacy task-list reads.
- Start collection module downloads during access checks. Keep partial
rows out of the task-detail cache.
- Keep ETags and concurrent request sharing for the new projections, but
skip the short server response TTL so archive undo sees fresh state.

## Verification

- On final head `ef6afb2a56`, the full CI workflow passed, including
build, typecheck, server/workspace/runner suites, and all eight browser
shards. A server shard reported **1,489 passing tests** before runner
shutdown canceled the job; its single infrastructure retry passed. Both
Greptile and Paperclip Review are **5/5**, with zero unresolved review
threads.
- The optional external **Entire Gates** check remains `unassessed`
because it has no active assessed Change for this comparison. Entire is
not set up in this checkout. The repository ruleset requires `ci /
verify` and `ci / e2e`; both passed. No gate configuration was changed.

- Passed workspace typecheck after the final API batching change. The
full production build also passed on the final commit; the exact-retry
E2E run built the shipped UI.
- Passed token gates and map validation. The final batch-preview pass
has 91 passing route/hierarchy/component tests, including privacy,
request bounds, 30 collapsed parents in one read, and a 120-child parent
alongside a sibling.
- Passed the 166-test focused UI/inbox/badge run, 47 additional UI
regression tests, and 34 issue-list route tests. The latest regressions
cover low-trust agent badge IDs, cold company selection, 30
description-only Mine matches with archive actions, retrying optional
row details, and collapsed/expanded siblings.
- The full local `pnpm test:run` spanned the rebase and reported
failures in five suites before it was stopped; it is not claimed as a
complete pass. A fresh serial rerun of all five suites passed
**452/452** tests (tool gateway, native resume, project repositories,
workspace recovery, and runner selection). Full current-commit coverage
is checked by CI.
- Real browser: delayed index and row-detail responses on Tasks and
Mine. The first placeholder and first row had the same origin and
44-pixel height. Twelve rows on each page had zero position, height, or
title-width change after recovery details arrived.
- Real browser: reviewed long titles and recovery status at a 390 by 844
viewport. Task text stays on one line and recovery uses a compact
indicator.
- Three fresh document loads per page on final commit `260893bf92`, with
HTTP cache retained on a warm local development server: Tasks
1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead
is included. These values must not be compared directly with staging
latency or the earlier local samples taken during a full test run.
- The browser archive test exposed stale results after Undo. The new
projections now bypass the server TTL; immediate-mutation regression
tests pass. The final browser retry passed: Archive followed by Undo
restored exactly one row and the badge count.

- CI exposed a hook-order crash when company selection resolved after
the first inbox render. The hook now runs before the empty-company
return. All seven affected exact-retry and legacy-continuation browser
scenarios pass locally after the fix.
- Real browser review regressions: 97 description-only source matches
retained Archive actions; deliberately failed optional row reads
displayed a retry notice while all 12 observed row positions and heights
stayed unchanged. Retry restored the recovery indicator. Network fault
injection was removed.

- The final production build and workspace typecheck passed. Final
focused verification passed 153 UI/helper tests and 26 heartbeat privacy
route tests. Final review regressions cover newer diagnostics arriving
during the index read, reloading diagnostics when the same task ID
changes version, optional source failure/retry without hiding available
rows, and required external-status filter failure. The latest-failures
route test verifies bounded selection, agent filtering, success
suppressing an older failure, and private-run redaction.
- Real browser: deliberately failed the run source, then retried it.
Twelve available task rows kept the same position and 44-pixel height
before, during, and after retry. No loading skeleton replaced them.
Fault injection was removed.
- Hierarchy review decision: the cold-open barrier stays because
inserting ancestors or expanded children after revealing index rows
would cause layout shifts. Existing hierarchy context now survives
subsequent requests, with a regression proving a new ancestor read does
not blank the list. The bounded recursive tree read can still add
latency for unusually deep expanded trees.

- Tasks now handles a failed external-status filter with an explicit
error and Retry, suppressing a false empty state. All 52 Tasks component
tests pass, including failure-to-success retry. One existing large-tree
test timed out while workspace typechecking ran concurrently; the whole
component suite passed when rerun without that competing work. Workspace
typecheck, the full production build, and token gates passed for this
fix.

## Risks

- Saved filters and grouping still operate on the existing bounded
collection. This is not a new global server pagination model.
- Fixed row slots reduce available title width. Long titles remain
accessible through task navigation.
- Recovery and related diagnostics arrive after core rows. Their
responses cannot replace ordering fields, and stale versions are
rejected.
- Index/row requests now revalidate against current data instead of a
short server TTL. They still share concurrent reads and use ETags.
- This has not been deployed by this pull request. Staging latency must
be measured after deployment under comparable conditions.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and
context-window size are not exposed in this session. Used code editing,
terminal execution, and real-browser diagnostics.

## 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>
2026-10-26 14:29:20 -05:00
DottaandPaperclip d33b40a5c3 fix: recover saved work and provide reliable task Retry (#16965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must retain work when an execution or workspace
export fails.
> - Retained-workspace holds can leave saved input waiting with no
usable Retry action.
> - Users cannot verify process ownership or repair provider
allocations.
> - This pull request gives system recovery a durable budget and gives
each deliberate Retry a durable intent.
> - Safe recovery can preserve files, settle an accepted result, or
prepare an independent workspace.
> - One task state keeps infrastructure diagnostics out of the ordinary
conversation while preserving real permission and approval gates.

## Linked Issues or Issue Description

**What happened?**

A task with a retained workspace can show recovery, failed-run and
saved-message warnings at the same time. Historical runs without native
workspace descriptors cannot use the native restore path. Old recovery
metadata can prevent a new attempt even when an independent workspace
would be safe.

**Expected behavior**

Paperclip owns bounded infrastructure retries and file preservation. A
user can request another attempt with ordinary Retry. Thinking appears
immediately. The service preserves completed effects and current user
controls. It does not claim that starting fresh recovered the old files.

**Steps to reproduce**

1. Retain a failed run and its workspace after export or process-stop
failure.
2. Save a follow-up while the recovery hold is active.
3. Open the task and try to continue without infrastructure credentials
or operator certification.

Refs #16906, #16835, #16883. This extends their recovery and receipt
contracts. Related work: #16962 and #16963.

## What Changed

- Add task-level Retry with company-scoped authorization, all-status
idempotency and durable admission before physical work. Keep exact-run
Retry compatible.
- Add typed recovery phases, finite persisted backoff, historical
adoption and durable local failure diagnostics.
- Preserve native workspaces or verified historical snapshots. Admit an
independent fresh workspace only after execution containment. Keep
old-source preservation and cleanup obligations separate.
- Carry completed publication and API receipts forward. Fence uncertain
mutation retries across replacement runs. Preserve connected-chat
identity and authorization.
- Re-enter normal dispatch for saved input. Reuse accepted results
through the existing finalizer.
- Use one task interruption projection across the thread, composer and
task list. Show optimistic Thinking, ordinary Retry and genuine user
gates.
- Add PostgreSQL, filesystem, API, browser-fixture and controlled
provider coverage. Document the behavior and update the feature/access
maps.

## Verification

- All GitHub Actions CI jobs pass on
`6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all
server/chat/workspace and serialized suites, Runner checks, eight
browser shards, canary and build. The required merge gate passes.
- Greptile reviewed the final commit at 5/5, with no actionable findings
or unresolved review threads. Its two earlier P1 findings are fixed.
- Full recursive typecheck and build pass locally on the final commit.
All 16 task Retry cases pass against isolated real PostgreSQL. The
unrelated-success case and both stale Retry cases fail on the previous
code and pass after the fix.
- The corrected gateway fixture passes its uncertain-mutation and
independent-read case. Four real HTTP API cases pass for definite
403/422 rejection, completed-effect reuse, and uncertain-effect fences
across deliberate and automatic retries. These focused gateway/API
checks used a temporary database lifecycle harness on an existing
healthy local PostgreSQL process. The standard repository helper is
unchanged.
- Earlier qualification covers 291 task UI cases, saved-file copyback
and ancestry, current Agent Chat ownership races, nine chat Retry API
browser cases, and six assembled browser recovery fixtures. A real
API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a
delayed response, admitted one successor in a separate workspace,
retained original files, and survived reload.
- The controlled Daytona test interrupts export, joins the controller,
restarts it in a separate process, and verifies one agent start, one
external sentinel operation, retained file contents and no premature
cleanup. It does not establish abrupt-kill or live LLM/GitHub
acceptance.
- The full local `pnpm test:run` was attempted and was not green: an
OAuth row-lock timing assertion failed, and a later suite exhausted
macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun
against a separate database. Later embedded database initialization
failures remain recorded; the final CI matrix passes.
- Security scanning passed on production-code commit
`63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes
one test-fixture identity line. The final scan is neutral/inconclusive
because its pinned merge-base checkout failed or timed out. Both rerun
API requests returned 404, so no fresh successful scan is claimed.
Socket and Snyk checks pass on the final head.
- The optional Paperclip Review remains queued behind an earlier run in
workspace finalization. Its prior completed assessment was incomplete
because a comparison tool was blocked by the platform filter. It is not
counted as a completed code review. GitHub does not require this check
for merge.
- Hosted acceptance remains pending deployment. Local and CI results do
not establish recovery of a hosted task or its retained files.

## Risks

- Recovery changes span admission, physical ownership and dispatch.
Incorrect evidence could permit overlapping work. Existing physical
locks and authoritative stop requirements remain in place.
- The migration adds concurrent indexes. It requires the existing
top-level migration runner and retries incomplete index creation safely.
- A fresh attempt can complete while old-source preservation remains
unresolved. The service retains that obligation and does not report
those files as recovered.
- Unknown tool mutations remain blocked until their authoritative
receipt owner resolves them. Generic upstream tools have no universal
result-query protocol.
- Recovery and diagnostics stay inside the stack. No Cloud incident
endpoint, notification worker or new outbound reporting channel is
included.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose a more specific
model version or context-window size. The model used reasoning, shell
execution, source editing and browser tools. No model subagents were
used for this implementation.

## 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 (focused suites; the full
local run limitation is documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-20 19:58:53 -05:00
DottaandPaperclip b67db12d90 feat: add durable storage for private tasks (#14717)
Add private task and project ownership, downward access grants, and immutable run/workspace provenance. Apply migration 0313 with bounded batch commits and concurrent indexes. Keep the enforcement and sharing changes in their dependent PRs.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 06:53:20 -05:00
Devin Foley f38b5693f6 fix: always enable keyboard shortcuts (#14643)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has keyboard shortcuts for the inbox, task lists, cases,
and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and
`]`
> - Shortcut enablement was an instance-wide General setting until
#14141 moved it to a per-user preference that defaults to off
> - The move did not carry the old instance value over, so every
existing user lost shortcuts on upgrade and had to find a new toggle
under Profile settings
> - A toggle that only turns off a standard, input-safe feature costs a
setting, a database column, two API routes, and a React context for
little benefit
> - This pull request removes both the instance setting and the personal
preference and enables keyboard shortcuts for every signed-in user
> - The benefit is one less thing to configure, no silent loss of
shortcuts on upgrade, and less code to maintain

## Linked Issues or Issue Description

Refs #14141 (the change that introduced the personal preference).

**What existing behavior does this improve?**

Keyboard shortcuts in the web UI stay off unless each user turns them on
in Profile settings.

**Subsystem affected**

Web UI shortcuts, Profile settings, instance general settings, the
`/api/auth/preferences` routes, and the `user` table.

**Current behavior**

Shortcuts default to off per user. #14141 moved the toggle from Instance
settings → General to Profile settings and did not carry the old
instance value over. Users who had shortcuts on lost them after the
upgrade and had to find the new toggle.

**Proposed behavior**

Keyboard shortcuts are always enabled for every signed-in user. There is
no instance setting and no personal preference. Shortcuts already ignore
key presses inside text inputs and modal dialogs, so an opt-out is not
needed.

**Reason and benefit**

Fewer settings, no silent loss of shortcuts on upgrade, and removal of a
database column, two API routes, a query hook, and a React context that
existed only to gate this feature.

**Breaking changes**

`GET` and `PATCH /api/auth/preferences` are removed. `PATCH
/api/instance/settings/general` no longer accepts `keyboardShortcuts`;
that schema is strict, so the key now returns 400.
`instance.general.keyboardShortcuts` is no longer a valid
`PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a
warning.

## What Changed

- Removed the Keyboard shortcuts section from Profile settings, the
`useUserPreferences` hook, `queryKeys.auth.preferences`, and
`authApi.getPreferences` / `authApi.updatePreferences`.
- Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list,
legacy task list, cases, and task detail pages no longer gate their key
handlers.
- Removed the `enabled` option from `useKeyboardShortcuts`. The app
shell always registers the global shortcuts.
- Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI
entries, and the `currentUserPreferencesSchema` /
`updateCurrentUserPreferencesSchema` validators.
- Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the
general settings zod schema, the settings service defaults, and
`HIDEABLE_GENERAL_SECTIONS`.
- Added migration `0289_drop_user_keyboard_shortcuts`, which drops
`user.keyboard_shortcuts`.
- Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and
`docs/deploy/environment-variables.md`.
- Parsed the stored general settings row with
`instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a
retired key left in the row cannot reset the sharing preference to
`prompt` and overwrite the stored choice.
- Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open
modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before.
- Updated the affected tests and added a Profile settings test that
asserts the toggle is gone, a hook test for the modal dialog guard, and
a feedback service regression test for the retired-key case.

## Verification

- Typecheck passes for `@paperclipai/shared`, `@paperclipai/db`
(including the migration numbering and safety checks),
`@paperclipai/server`, and `ui`.
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/auth-routes.test.ts
server/src/__tests__/sentry.test.ts` → 119 passed.
- `pnpm exec vitest run ui/src/components/Layout.test.tsx
ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx
ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed.
- `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts`
→ 16 passed.
- `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7
passed.
- `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts`
(embedded Postgres) → the new retired-key test passes with the fix and
fails without it.
- Manual: sign in with no settings changed, open the inbox, press `j`
and `k` to move the selection, press `?` to open the cheatsheet. Open
Settings → Profile and confirm there is no Keyboard shortcuts section.

## Risks

- The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the
column has no readers after this change. If you roll back to a build
from before this PR after the migration has run, re-add the column
first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean
DEFAULT false NOT NULL;`. The older build's ORM selects that column when
it loads users.
- Any external client that still sends `keyboardShortcuts` to `PATCH
/api/instance/settings/general` receives a 400. No in-repo client does.
- Stored `instance_settings.general.keyboardShortcuts` values are
stripped on read and ignored.
- Users who never turned the toggle on now get shortcuts. The handlers
skip text inputs, contenteditable regions, and modal dialogs, so typing
is unaffected.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-29 21:28:06 -07:00
DottaandPaperclip 7636966452 fix(inbox): keep other users’ failed runs out of Mine (#14572)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 09:40:21 -05:00
5d9b20ccf0 fix(ui): keep task composer available while pause state loads (#13562)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task messages enter through the shared task composer.
> - The task page waits for a separate tree-control query to find active
pause holds.
> - The old loading guard disables the composer until that request
settles. A slow or stalled request blocks messages on both desktop and
mobile.
> - This PR allows sends while that query is pending. The server still
rejects paused board messages before saving a comment or waking an
agent.
> - Query failures and known pause holds still block the composer.
> - Regression tests cover pending sends, successful responses, query
failures, and late root or inherited pauses.

## Linked Issues or Issue Description

Fixes: #13561

Related: #13569 adds pending/error coverage for the same fix. This PR
now covers those cases and the late-pause transitions.

The report overstates two details: `isPending` clears after a successful
response, and the shared loading guard also affects mobile. The
reproduction holds the request pending. It does not prove why the
reporter's request remained unresolved.

## What Changed

- Preserve the original two-line fix that removes the pending-state
composer block.
- Add eight page regression cases using a real QueryClient and a
controlled API promise. Cover desktop and mobile, submission before the
query completes, successful resolution, rejected resolution, and late
root/inherited pause responses.
- Repair an existing server CI failure in a separate commit. Reuse the
shared unique-violation helper so Drizzle-wrapped duplicate inserts
become retryable document conflicts. Add a deterministic regression and
preserve unrelated database errors.
- Repair an existing Inbox test race in a separate commit. Wait for
workspace metadata, which resolves independently of the task list.

## Verification

- Red: restore the pre-fix `IssueDetail.tsx` and run the new `composer
tree control` cases. Both desktop and mobile pending-send cases fail
with `Checking task status…`. The other six cases pass.
- Green: restore the original PR fix. All 343 tests in IssueDetail,
TaskChatThread, and TaskChatComposer pass.
- The server comment/reopen and artifact-review suites pass (179 tests).
They include POST and PATCH pause checks that return 409 before any
comment, task mutation, or wakeup.
- The document error regression fails before the shared-helper fix and
passes after it. The document, artifact-review, and database-error
suites pass (31 tests). The handler matches only the issue-document key
constraint; revision and other constraint errors retain their original
identity.
- The Inbox suite passes (27 tests).
- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` and `pnpm build` pass locally. The full CI matrix
passes on `5af1ed0b43269247aaba406cf4fd4d7fe1a22e75`: 54 successful
checks and two opt-in Storybook skips, including all general/serialized
tests, runner checks, release checks, and eight browser shards.
- One server shard initially hit an unrelated `EADDRINUSE` on test port
52000. Its single rerun passed without code changes.
- Greptile completed successfully on that exact commit with 5/5 and no
outstanding findings or review threads.
- The serial local `pnpm test:run` was started, then stopped after the
complete parallel CI matrix passed. It is not claimed as a completed
local full-suite run. The focused local suites above did finish
successfully.

For a manual reproduction, delay the task's `/tree-control-state`
response, open the task, and enter a message. Send should remain
available during the delay. Resolve the response with an active pause
hold and confirm that the pause takeover replaces the composer. Reject
the request and confirm that the error blocks sends.

## Risks

A user can attempt a send before the pause response arrives. The server
remains authoritative and returns 409 for a paused task before saving or
waking work. The known pause takeover and query-error block remain.
There are no schema, API, or styling changes.

The document change restores the existing conflict/retry behavior for
wrapped database errors. It does not retry unrelated database failures.
The Inbox change affects test synchronization only.

## Model Used

- Original fix: Anthropic Claude Sonnet 4.6 (`claude-sonnet-4-6`), 200k
context, tool use and code editing, as reported by the author.
- Review, regression tests, and CI repairs: OpenAI GPT-6 (`gpt-6-astra`)
through Codex, with reasoning, tool use, and code execution. The session
does not expose its context-window size.

## Checklist

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

---------

Co-authored-by: austinpilz <austinpilz@users.noreply.github.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-09-17 08:40:40 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00
scotttong 4d30efa8e3 feat(ui): refine streamlined task experience (#12748) 2026-09-03 00:28:02 -07:00
DottaandPaperclip d1cd9c37f4 fix(ui): keep Archive available on every inbox item (#11636)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox combines tasks, failed runs, approvals, and access
requests
> - Each item needs a consistent action that removes it from the inbox
> - Task rows keep the Archive action separate from the unread marker
> - Other rows used one slot for both actions, so an unread marker hid
Archive
> - This pull request gives every Mine inbox row the same Archive action
> - The benefit is consistent hover and swipe cleanup for every inbox
item type

## Linked Issues or Issue Description

**What happened?**

Unread failed runs, approvals, and join requests showed a blue unread
marker but no Archive button. The user had to mark the item as read
before the old leading Archive control became available.

**Expected behavior**

Every Mine inbox item shows Archive on hover. Every item also keeps its
swipe-to-archive behavior.

**Steps to reproduce**

1. Open the Mine inbox.
2. Add an unread failed run, approval, or join request.
3. Hover the new item.
4. Observe that Archive is missing before this change.

**Paperclip version or commit**

Current `master` at `0e9b03832d`.

**Deployment mode**

Local development from source.

**Additional context**

PR #1860 improves the accessibility of the existing swipe gesture. PR
#9704 changes server-side archive resurfacing rules. Neither PR adds the
missing hover action to unread non-task rows.

## What Changed

- Reused the task-row Archive action for failed runs, approvals, and
join requests.
- Kept the unread marker visible in its own leading slot.
- Kept retry, approve, and reject actions beside the new trailing
Archive action.
- Added regression coverage for hover Archive and swipe wrappers on
every non-task Mine row type.
- Updated a test comment so the repository token gate does not treat
documented color literals as UI source.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Inbox.test.tsx src/components/IssueRow.test.tsx
src/components/SwipeToArchive.test.tsx` — 46 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 4,284 tests passed. Ten unrelated runtime-exposure
tests cannot claim fixed ports 42000 and 52000 because host Tailscale
listeners already own them.
- `pnpm build` — passed.
- GitHub CI on the latest head — all required checks passed.
- Greptile — 5/5 confidence with no open review threads.

## Risks

- Low risk. The change only affects Mine inbox row actions and
regression tests.
- The server archive and dismiss APIs do not change.
- Retry, approve, and reject behavior does not change.
- No documentation change is required because this fix restores the
expected inbox 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 based on GPT-5. The runtime did not expose a dated model
ID or context-window size. Reasoning, terminal tool use, code execution,
and GitHub integration 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>
2026-08-18 15:06:24 -05:00
DottaandPaperclip 9cdaa5416e fix(ui): remember folded inbox subtasks (#11069)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The inbox helps operators scan parent tasks and their sub-tasks
> - Operators can fold a parent task to hide its sub-tasks
> - The inbox previously forgot that fold state after a page refresh
> - This pull request stores the fold state for each company and
restores it when the inbox loads
> - The benefit is that the inbox keeps the operator's chosen task
layout across page refreshes

## Linked Issues or Issue Description

**What happened?**

The inbox reset every folded parent task after a page refresh. This made
all nested sub-tasks visible again.

**Expected behavior**

The inbox must keep each folded or unfolded parent state after a page
refresh. The state must remain separate for each company.

**Steps to reproduce**

1. Open the inbox with parent and child tasks.
2. Fold one parent task.
3. Refresh the page.
4. Observe that the child task is visible again without this fix.

**Paperclip version or commit**

Current `master` before this pull request.

**Deployment mode**

Local dev and built-from-source deployments.

## What Changed

- Added company-scoped local storage helpers for collapsed inbox parent
IDs.
- Restored the stored parent fold state when the inbox mounts or the
selected company changes.
- Saved both direct toggle changes and explicit collapse changes.
- Added helper tests and an inbox remount regression test for both
folded and unfolded states.

## Verification

- `pnpm exec vitest run ui/src/lib/inbox.test.ts
ui/src/pages/Inbox.test.tsx` — 77 tests passed.
- `pnpm check:token-gates` — all gates passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 3,521 tests passed and four skipped. One unrelated
server test on the current base fails because it reads
`heartbeat.scheduling_suppressed` instead of `issue_commented`; the same
test fails alone and this pull request changes only inbox UI files.

## Risks

- Low risk. The state is local to the browser and scoped by company ID.
- Old parent IDs can remain in local storage after tasks are deleted,
but they do not affect visible tasks.

> 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-5.6-sol`, with reasoning, tool use,
and code execution. The runtime does not expose its context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 07:09:54 -04:00
DottaandPaperclip f554d67377 fix(server): add explicit review verdict policies (#10931)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #10635, #4429, and #10671.

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 23:12:41 -05:00
scotttongandPaperclip 772fa98393 fix(ui): move IssueRow divider and hover wash to the row root (#10702)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox and Tasks screens render issues as a vertical list of
`IssueRow` components
> - A recent refactor split `IssueRow` into a root `div` plus a full-row
overlay `Link`, and the divider and hover styles moved onto that overlay
> - As a result every row shows a bottom border and hover greys the text
instead of tinting the background
> - This pull request moves the divider and hover/selected wash back
onto the root row band and keeps only positioning on the overlay
> - The benefit is the list reads cleanly again: no stray dividers, and
hover tints the background behind the text

## Linked Issues or Issue Description

No public GitHub issue exists. Describing the bug in-PR (bug report):

**What happened**

- In the Inbox and Tasks list views, every row shows a 1px bottom
border, including the last row.
- Hovering a row dims/greys the row text instead of showing a background
tint behind the content.

**Expected behavior**

- List rows in Inbox and Tasks show no separator lines by default.
- Hover shows a subtle background tint behind the row content; the text
stays fully legible.
- The blocked inbox view keeps its intentional separators.

**Steps to reproduce**

1. Open the Inbox or Tasks list view.
2. Note the horizontal border under every row, including the last.
3. Hover a row and note the text greys out rather than the background
tinting.

**Root cause**

- PR #10526 restructured `IssueRow` from a single root `Link` into a
root `div` plus a full-row `absolute inset-0` overlay `Link` (to keep
header controls clickable). The divider and hover/selected/checklist
background classes moved onto the overlay `Link`. `last:border-b-0` no
longer matched (the Link is the first child of a multi-child div), and
the hover wash painted on top of the content instead of behind it.

**Paperclip version/commit**

- Base commit: `8b83d69e3` (branched from current `master`).

**Deployment mode**

- UI (web) list views: Inbox and Tasks.

## What Changed

- `ui/src/components/IssueRow.tsx`: moved the divider classes and the
hover/selected/checklist background wash from the overlay `Link` to the
root row `div`, so the tint paints behind the content and
`last:border-b-0` matches the real last row. The overlay `Link` now
keeps only `absolute inset-0` positioning and the focus ring. Renamed
the `hideDivider` prop to an opt-in `showDivider` (default `false`).
Kept `[&_button]:relative [&_button]:z-10` on the root so the Archive
button stays clickable above the overlay, and kept the `isArchiving`
collapse animation on the root row.
- `ui/src/components/IssuesList.tsx`: dropped the old `hideDivider`
usage (dividers are now opt-in).
- `ui/src/pages/Inbox.tsx`: dropped the old `hideDivider` usage.
- `ui/src/components/BlockedInboxView.tsx`: added `showDivider` so this
view keeps its separators.

## Verification

- `cd ui && npx tsc -b` — typecheck passes with the change.
- Manual (recommended for reviewer): in the Inbox and Tasks list views,
confirm no per-row bottom border and that the last row has none. Because
dark-mode `--border` is 10% white and near-invisible in screenshots,
assert the computed `border-bottom-width` on a row element rather than
eyeballing pixels.
- Hover a row: text stays legible; a background tint appears behind the
content.
- Inbox: the Archive button appears on hover and is clickable (the
overlay does not swallow the click).
- Blocked inbox view: separators still render.

## Risks

- Low risk. The change relocates existing Tailwind classes between two
elements of the same row and renames one internal prop; no data or API
surface changes. All `IssueRow` call sites were updated in this PR
(verified: no remaining `hideDivider` references).

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [ ] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [ ] 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>
2026-08-02 12:42:45 -07:00
DottaandPaperclip ec84eb7342 fix(ui): defer Inbox re-sort to attention boundaries (#10623)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Inbox lists work items by recent activity.
> - An archive changes activity data and can change the computed order.
> - The list can then move rows under the pointer during a fast archive
sequence.
> - The Inbox must keep its shown order while the operator is engaged.
> - This pull request adopts fresh order only at an idle, visibility, or
view-change boundary.
> - The benefit is a stable Inbox that still receives fresh data and new
items.

## Linked Issues or Issue Description

**What happened**

The Inbox re-sorts while an operator archives items quickly. An archive
can lower a parent group's activity time. Unrelated rows then move, and
the row under the pointer can change.

**Expected behavior**

Keep the shown order stable while the operator works in the Inbox.
Insert new items at their computed positions. Adopt a fresh order after
an idle period, after a long hidden-tab interval, or when the view
changes.

**Steps to reproduce**

1. Open the Inbox on the Mine tab with several items, including nested
items.
2. Archive several items quickly with the pointer or keyboard.
3. Observe rows move before the archive sequence is complete.

**Deployment mode**

Any deployment. This change affects only the web UI.

**Additional context**

This PR supersedes the closed subset PR #10621. It keeps the full change
in one review.

## What Changed

- Added an order-pin utility for sections, root rows, non-issue items,
and nested children.
- Kept archived rows in place for the existing five-second undo
interval.
- Added an attention-boundary hook for idle, visibility, and view-change
commits.
- Connected pointer, wheel, hover, keyboard, and archive interactions to
the idle boundary.
- Made idle commits repeat while the Inbox stays idle.
- Made view changes adopt the fresh order in the same render.
- Added unit and integration coverage for order pins and attention
boundaries.

## Verification

- `pnpm exec vitest run ui/src/hooks/useInboxSortAttention.test.tsx
ui/src/lib/inboxOrderPin.test.ts ui/src/pages/Inbox.test.tsx` — 33 tests
passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 3,429 tests passed, 2 skipped, and 1 unrelated
server test failed. The isolated failure expects `issue_commented` but
current master records `heartbeat.scheduling_suppressed` in
`plugin-orchestration-apis.test.ts`.

## Risks

- Low risk. The change is client-only and does not change the sort
algorithm.
- A bad pin can show an old order until the next boundary. The tests
cover repeated idle commits and immediate view 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

- Anthropic Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, tool
use, and code execution for the implementation.
- OpenAI Codex (`gpt-5`), reasoning, tool use, and code execution for PR
preparation and verification. The serving snapshot, context-window size,
and hidden reasoning configuration were 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)
- [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 20:46:55 -05:00
DottaandPaperclip bec04da2c2 fix(ui): make task header status and priority controls interactive (#10526)
<!-- 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
> - Operators use the task page header to read and change task state
> - The status and priority icons already had picker logic, but the
compact triggers were not semantic controls
> - This made pointer and keyboard interaction unreliable in the task
header
> - This pull request makes both compact icon triggers real buttons and
keeps the existing picker behavior
> - The benefit is that operators can change status and priority
directly from the header with pointer or keyboard input

## Linked Issues or Issue Description

### Subsystem affected

`ui/` — React + Vite board UI.

### Problem or motivation

The compact status and priority icons can receive change handlers, but
their popover triggers are plain icon elements. They do not provide a
reliable click target, keyboard focus, or control label. Operators need
to change both values directly from the task header.

### Proposed solution

Use semantic button triggers in the shared status and priority
components. Keep the existing API update wiring and picker options. Keep
task-row navigation links separate from editable row controls. An
operator can select either icon, open its picker, and choose a new task
status or priority.

### Alternatives considered

A task-page-only wrapper would duplicate control behavior. Moving the
controls would also change the page layout. The shared components
already own the picker behavior, so a shared trigger fix is smaller and
more consistent.

### Roadmap alignment

This is a focused board UI usability and accessibility fix. It does not
duplicate a planned roadmap feature.

### Additional context

The task page already passes change handlers to these shared components.
This change makes that existing path interactive and accessible.

## What Changed

- Added semantic button triggers for compact and labeled status
controls.
- Added semantic button triggers for compact and labeled priority
controls.
- Added accessible current-state labels and keyboard focus styles.
- Separated issue-row navigation links from row controls to avoid nested
interactive elements.
- Added real popover interaction coverage and row semantics regressions.
- Added task-page regression tests for update requests.

## Verification

- Focused task-header and row suites passed with 131 tests.
- The final row, inbox, and picker regression suites passed with 83
tests.
- `pnpm --filter @paperclipai/ui exec tsc -b --force` passed.
- `pnpm run typecheck:build-gaps` reproduced the CI typecheck before the
fix. The forced UI build passed after the fix.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm test:run` completed the server and UI partitions. One unrelated
CLI AWS doctor assertion saw injected static AWS credentials and
returned `warn` instead of `pass`. The exact test passed after those two
environment variables were removed.
- `git diff --check origin/master...HEAD` passed.
- All latest-head GitHub checks passed, including both e2e shards.
- Greptile passed at the required threshold with zero open review
threads.

## Risks

- The shared issue-row DOM now uses a full-area navigation link beside
native action buttons.
- Existing visual layout, pointer navigation, keyboard navigation, and
action behavior remain covered by row, inbox, and list tests.
- Read-only status and priority icon uses are unchanged.

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

## Model Used

- OpenAI Codex with the `gpt-5` model. The runtime did not expose its
context window size. The agent used reasoning, repository tools, code
execution, and GitHub CLI integration.

## 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 10:49:35 -07:00
DottaandPaperclip 4c55f0d8da fix(inbox): hide external object summaries (#10020)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The inbox helps operators scan and act on tasks that need attention
> - Inbox task rows currently include external-object summary markers
alongside the core task information
> - Those markers add a column of visual noise that is not needed for
inbox triage
> - External-object data must remain available to the inbox filters even
when the row marker is removed
> - This pull request stops passing external-object summaries into inbox
rows and adds regression coverage
> - The benefit is a cleaner inbox while preserving external-object
filtering behavior

## Linked Issues or Issue Description

- Refs #4556
- **Problem:** Inbox task rows display external-object summary markers
that operators do not need for triage.
- **Expected behavior:** Inbox rows omit the external-object marker,
while filters that depend on external-object summaries continue to work.

## What Changed

- Removed the external-object summary prop from inbox task rows.
- Added a regression test that provides external-object summary data and
confirms the inbox row does not render its marker.
- Kept external-object summary loading intact for inbox filtering.

## Verification

- `pnpm exec vitest run ui/src/pages/Inbox.test.tsx` — 18 tests passed.
- `pnpm check:token-gates` — reproduces five pre-existing `#9627`
color-literal violations; this PR adds no token values or new gate
violations.

## Risks

- Low risk: the change removes one optional presentation prop from the
inbox row call site and leaves filtering data flow unchanged.
- Regression coverage verifies summary data no longer produces the
removed inbox marker.

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

## Model Used

- OpenAI Codex, GPT-5.4, tool-enabled coding agent with shell and code
execution; reasoning enabled; context-window size not exposed by the
runtime.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-25 08:59:44 -05:00
DottaandPaperclip 59eee4829c fix(inbox): stop archived items from resurfacing (#9931)
## Thinking Path

> - Paperclip is the control plane operators use to coordinate AI-agent
companies and review work needing attention.
> - The Inbox is the operator-facing surface that aggregates tasks
requiring attention across server state and shared client polling.
> - Archiving a task optimistically removed it, but ordinary background
activity and stale polling responses could make it reappear seconds
later.
> - The server therefore needs to distinguish genuine user-attention
events from routine agent/system activity.
> - The client also needs a bounded local archive guard across every
Inbox query path while the server mutation and in-flight polls settle.
> - This pull request fixes both resurrection paths and adds
race-focused regression coverage.
> - The benefit is stable archive behavior without hiding a genuine
archive failure after reconciliation or reload.

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] Searched existing open and closed issues and pull requests; no
duplicate implementation was found.
- [x] Reproduced on `master` before this branch.
- [x] Confirmed this is a Paperclip core bug, not adapter or provider
behavior.

### What happened?

Archiving an Inbox task hid it optimistically, then background refresh
activity could insert it back into the list seconds later.

### Expected behavior

A successfully archived task remains hidden during normal polling. A
genuine failed archive may become visible again after reconciliation or
reload.

### Steps to reproduce

1. Open Inbox with a visible task.
2. Archive the task.
3. Wait for shared polling or routine agent activity to refresh task
data.
4. Observe the archived task reappear without a hard page refresh.

### Paperclip version or commit

`master` before this branch.

### Deployment mode

Built from source using the local development application.

### Installation method

Built from source (`pnpm`).

### Agent adapter(s) involved

Not adapter-specific; this is a core Inbox bug.

### Database mode

Not database-mode-specific.

### Access context

Board (human operator).

### Additional context

The failure had independent server and client causes: routine activity
could resurface archived rows server-side, while stale shared-poll
responses could bypass optimistic client removal.

## What Changed

- Restrict server-side Inbox resurfacing to explicit user-attention
events rather than any issue activity write.
- Add a bounded client-side archive guard with confirmation, failure
restoration, and cache reconciliation behavior.
- Apply the guard to Inbox rendering, badge counts, optimistic cache
updates, and shared-poll result application.
- Classify the generic compact Inbox query so stale shared-poll data
cannot bypass the guard.
- Add server visibility-matrix tests and UI race-condition regression
tests.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/hooks/useSharedPolling.test.ts src/lib/inboxArchiveCache.test.ts
src/pages/Inbox.test.tsx` — 25 passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issues-service.test.ts` — 107 passed.
- Branch rebased cleanly onto current `origin/master` before push.

## Risks

- Low-to-moderate behavioral risk: resurfacing is intentionally
narrower, so the server tests cover human comments, mentions,
interactions, and status transitions that must still regain attention.
- The client guard is bounded and cleared on mutation failure, limiting
the risk of hiding a task whose archive did not persist.
- No schema, migration, public API, workflow, dependency-lock, or
visual-token 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

- Anthropic Claude via Claude Code (`claude_local`; prior
implementation/review run, exact underlying model ID and context window
were not retained in the handoff metadata), with repository tool use and
test execution.
- OpenAI `gpt-5.5` via Codex CLI for final review repair and PR
preparation, with reasoning, repository editing, GitHub tooling, 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/described the result above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip task identifier
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation where needed; no
documentation change is required for this bug fix
- [x] I have considered and documented risks above
- [x] All Paperclip-authored commits include the required co-author
trailer

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-21 08:13:14 -05:00
DottaandPaperclip 009410164f Fix inbox unread badge alignment (#9685)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox lets operators scan task state and distinguish unread
activity at a glance
> - Read and unread rows should keep the same status-and-title alignment
so the list remains easy to scan
> - The mark-read dot previously participated in flex layout, which
added an extra leading column and visibly indented unread rows
> - Parent rows also needed special handling because their collapse
chevron occupies the normal leading gutter
> - This pull request moves the unread dot out of desktop flex flow,
preserves a consistent leading spacer, and positions parent-row dots
after the chevron
> - The benefit is consistent alignment for read, unread, leaf, nested,
and collapsible parent rows without hiding tree controls

## Linked Issues or Issue Description

### What happened?

In the Inbox, an unread row rendered its status icon and title farther
right than an equivalent read row because the mark-read dot occupied its
own flex column. On a collapsible parent row, the dot also competed with
the leading chevron.
### Expected behavior

Read and unread Inbox rows keep identical status/title alignment while
preserving the unread affordance and any tree-expansion controls.
### Steps to reproduce

  1. Run Paperclip from `master` and open the Inbox at desktop width.
  2. Compare otherwise-equivalent read and unread leaf rows.
  3. Expand a task tree containing an unread depth-zero parent.
4. Observe the unread row indentation and the dot competing with the
parent chevron.
### Paperclip version or commit

Reproduced against the pre-fix `master` parent of this PR.
- **Deployment mode:** Local dev (`pnpm dev`).
- **Installation method:** Built from source.
- **Agent adapters involved:** Not adapter-specific; this is a core
Inbox UI bug.
- **Database mode:** Not database-related.
- **Access context:** Board (human operator).
- **Additional context:** No logs or configuration are involved; the
regression is visual layout behavior covered by focused component/page
tests.

## What Changed

- Render the desktop unread dot as an absolute overlay so it does not
consume row width; retain the existing in-flow behavior on mobile.
- Add an `unreadDotPlacement` option so depth-zero collapsible parents
place the dot after the leading chevron.
- Reserve the same leading spacer for read and unread non-chevron Inbox
rows.
- Expand `IssueRow` and Inbox tests to cover leaf alignment, nested
rows, parent chevrons, fading state, and mobile behavior.

## Verification

- `pnpm exec vitest run ui/src/components/IssueRow.test.tsx
ui/src/pages/Inbox.test.tsx` — 2 files, 30 tests passed.
- `pnpm check:token-gates` — all three token gates clean across 630
scanned files.
- Browser QA (desktop 1280px and mobile 375px) — PASS: read/unread
desktop content measured at identical x positions; nested guides, parent
chevron hit target, fading state, and mobile mark-read hit targets
verified.

## Risks

- Low risk: the change is isolated to Inbox row presentation and has
focused regression coverage.
- The main visual risk is breakpoint-specific placement of the mark-read
dot; tests explicitly cover desktop absolute positioning and mobile
in-flow positioning.

> 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`, high reasoning effort, with
repository/tool execution. The runtime did not expose a context-window
size.
- Original implementation 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-17 09:20:44 -05:00
DottaandClaude Opus 4.8 054b076b58 fix(ui): keep inbox hover and j/k keyboard selection in sync across list reshapes (#9680)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox is the primary triage surface; it supports both mouse
hover and `j`/`k` keyboard navigation over a flat, expandable list of
rows
> - Hover and keyboard selection are meant to be a single shared
"cursor": hovering a row and then pressing `j`/`k` should continue from
the hovered row, not jump elsewhere
> - A prior hover-perf rewrite moved the hovered row into a numeric
`hoveredIndexRef` and nulled it whenever the list reshaped; because the
inbox polls constantly, any refresh between hovering and pressing a key
dropped the hovered index
> - With the hovered index dropped, the next keypress fell back to
selection index `0`, stranding the cursor at the top of the list instead
of continuing from the hovered row
> - This pull request tracks the hovered row's stable identity (a nav
key) alongside the numeric index and re-anchors it by key across
reshapes, mirroring the existing keyboard-selection reconciliation
> - The benefit is that mouse hover and keyboard navigation stay in sync
exactly as intended, even while the inbox is polling

## Linked Issues or Issue Description

**Bug report**

- **What happened:** In the Inbox, hovering a row with the mouse and
then pressing `j`/`k` (or another keyboard shortcut) does not continue
from the hovered row. If the list refreshes (which happens on the
inbox's constant polling) in the moment between hovering and pressing a
key, keyboard selection snaps back to the top row instead.
- **Expected behavior:** The keyboard cursor should be in sync with the
hovered row — pressing `j`/`k` after hovering should move relative to
the row the mouse is over.
- **Steps to reproduce:**
  1. Open the Inbox with several rows.
  2. Hover the mouse over a row partway down the list.
  3. Wait for (or trigger) a background poll/refresh of the list.
  4. Press `j` or `k`.
5. Observe selection jumps to the top of the list instead of continuing
from the hovered row.
- **Root cause:** The `[flatNavItems]` effect nulled `hoveredIndexRef`
on every list reshape. Since hover also clears the keyboard selection
band to `-1`, the fallback selection index resolved to `0`.

## What Changed

- Hoisted `navEntryKey` to module scope so it can compute a stable,
index-independent identity for a nav row from both the hover handler and
the reshape effect.
- Added `hoveredNavKeyRef` to track the hovered row's stable key
alongside the existing numeric `hoveredIndexRef`, set whenever the
pointer selects a row.
- On list reshape, re-anchor the hovered index by key (find the row with
the same key) instead of unconditionally dropping it; only drop the
hover when the row is actually gone. This mirrors the existing
`selectedIndex` key-based reconciliation.
- Added a unit test that hovers a row, reshapes the list via a simulated
poll, presses `j`, and asserts selection continues from the hovered row.

## Verification

- `pnpm --filter ./ui exec vitest run src/pages/Inbox.test.tsx` → 15/15
passing, including the new hover→`j`/`k` sync test and the existing
keyboard-nav tests.
- The new test explicitly covers the reshape-during-hover path that the
prior test suite had deferred to live/e2e verification.

## Risks

- Low risk. The change is confined to the Inbox's in-memory
hover/selection bookkeeping (two refs and one effect); it adds no new
renders (hover still paints via CSS `:hover`) and touches no data
fetching, routing, or persistence. Behavior is unchanged when the list
does not reshape; when it does, the hover now follows the same row
instead of being dropped.

## Model Used

- Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, used with
extended thinking and tool use (file edits, running the UI test suite
locally).

## Checklist

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

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-16 07:50:48 -05:00
scotttongandClaude Fable 5 634ae1298f fix(ui): consolidate live/running blues; stop inbox unread badge indenting the row (#9383)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI leans on a shared design-token + component system so
surfaces stay visually consistent as they grow
> - Two small inconsistencies had crept in: several distinct blues were
used to signal "live/running" agent state across the sidebar, task
header, and chat thread; and in the Inbox an unread task's mark-read dot
was pushing that row's status icon and title one column right of read
rows
> - Both read as "not quite aligned" in daily use and undercut the
polish of the lists work that just landed
> - This pull request consolidates the live/running blues onto one
shared recipe and stops the unread dot from indenting the row
> - The benefit is one consistent "live" blue everywhere and Inbox rows
that line up whether read or unread

## Linked Issues or Issue Description

No public GitHub issue exists for this work; describing inline per the
bug-report template.

- **Problem**: (1) the same concept — an agent actively working —
rendered in three visibly different blues: the sidebar `N live` dot, the
task-detail "Live" badge, and the chat-thread "RUNNING" badge each used
a different token/recipe. (2) In the Inbox, unread rows carry a leading
mark-read dot that occupies the chevron column, but a per-row spacer was
still rendering in that same column — so on unread rows the status icon
+ title were shifted one column (~24px) further right than read rows.
Most visible when grouped by workspace.
- **Steps to reproduce**: open the Inbox with a mix of read and unread
tasks (group by workspace). The unread rows' status icons sit further
right than the read rows'. Separately, compare the blue of the sidebar
`N live` dot, a task's "Live" header badge, and a chat "RUNNING" badge —
they don't match.
- **Expected behavior**: unread and read rows align on the same status
column, with the unread dot centered on the workspace group chevron; and
all three "live/running" affordances share one blue.

## What Changed

- Added a shared `liveBlueBadge` recipe in `ui/src/lib/status-colors.ts`
and pointed the task-detail **Live** badge (`IssueDetail.tsx`) and the
chat-thread **RUNNING** badge (`IssueChatThread.tsx`) at it; removed the
now-redundant `brandChipBadge` usage from the chat thread and a stray
`🔵` breadcrumb prefix.
- Changed the sidebar **`N live`** dot (`SidebarNavItem.tsx`) to the
same `blue-600 / dark:blue-400` as its adjacent label text.
- **Inbox** (`Inbox.tsx`): skip the per-row leading spacer when the
unread mark-read dot is present, so the dot alone fills the chevron
column. Unread rows' status icon + title now sit in the same column as
read rows, and the dot centers on the workspace group chevron.
- **Test** (`Inbox.test.tsx`): added a regression test asserting an
unread leaf row renders the mark-read dot and drops the spacer, while a
read row keeps the spacer.

## Verification

- `pnpm typecheck` — clean (all packages)
- `pnpm check:token-gates` — 3/3 CLEAN
- `cd ui && pnpm vitest run src/pages/Inbox.test.tsx` — 14/14 (includes
the new regression test)
- Full Storybook visual suite (514 stories, both themes) — green locally
(CI cannot run this suite yet — the baseline-manifest archive is
unpublished, a pre-existing condition from #9134)
- Manual (workspace-grouped Inbox, 2× dark): measured the unread badge
center at the same x as the workspace chevron (276 = 276) and the
unread-row status icon at the same x as read-row status icons (292 =
292). Before/after screenshots in a PR comment below.

## Risks

Low risk — presentation only. No data, routing, or state changes. The
blue consolidation is a token/class swap; the Inbox change removes a
redundant spacer element on unread rows only (read rows and
non-grouped/mobile views are unaffected). The unread-row behavior is
covered by the new unit test.

## Model Used

Claude (Anthropic), Opus 4.8 — model id `claude-opus-4-8`; extended
thinking + tool use, driving local verification (typecheck, token gates,
vitest, Playwright visual suite + pixel measurements).

## 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 Fable 5 <noreply@anthropic.com>
2026-07-13 08:53:03 -07:00
DottaandPaperclip 176645187c Fix request storm polling and issue-list coalescing (#9190)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps issue, agent, activity, and run state fresh
through polling across several pages and sidebar surfaces
> - When multiple components or browser tabs poll the same company data
at the same time, the API can receive bursts of duplicate issue-list
requests
> - Those duplicate requests increase database and server load without
returning meaningfully different data
> - This pull request adds server-side compression/coalescing plus
client-side visibility-aware and cross-tab shared polling
> - The benefit is lower request volume during normal board usage while
preserving fresh UI data for active users

## Linked Issues or Issue Description

No exact public GitHub issue was found for this request.

Problem:
- The board can issue redundant polling requests for the same issue-list
data from multiple UI surfaces and tabs.
- In busy operator sessions, those bursts can trigger request-storm
behavior and unnecessary issue-list load.
- Expected behavior is to reuse identical in-flight work server-side and
reduce hidden-tab or duplicate-tab polling client-side while preserving
normal refresh behavior.

Related public context found during duplicate search:
- #8206 covers a different board UI 404-storm scope.
- #5165 covers separate issue-list behavior around page-size truncation.

## What Changed

- Added API compression middleware foundation and a company/created-at
index for heartbeat run access.
- Added server-side issue-list request storm detection and identical
in-flight request coalescing.
- Added UI fetch metadata, visibility-aware polling, and request
deduplication for issue/activity/client calls.
- Added cross-tab shared polling primitives and wired them into the
sidebar, inbox, dashboard, issue, project, routine, and agent surfaces.
- Resolved the latest `master` migration collision by keeping upstream
`0140_built_in_managed_resources.sql` and renumbering this branch's
heartbeat-run index migration to
`0141_heartbeat_runs_company_created_at_index.sql`; the SQL uses `CREATE
INDEX IF NOT EXISTS` for idempotency.
- Stabilized server heartbeat cleanup tests exposed by the PR check
matrix.
- Fixed the Greptile compression follow-up by weakening strong ETags on
encoded JSON responses and bypassing compression for streamed/download
responses.

## Verification

- `pnpm exec vitest run ui/src/components/IssuesList.test.tsx
ui/src/pages/Inbox.test.tsx` — passed after resolving the latest
`master` conflict in `IssuesList.tsx` and updating the 200-result cap
expectations.
- `pnpm check:token-gates` — passed after the UI conflict resolution.
- `jq -e '.entries | length as $n | (map(.idx) | unique | length == $n)
and (map(.tag) | unique | length == $n)'
packages/db/src/migrations/meta/_journal.json` — passed after
renumbering the migration to `0141`.
- `pnpm exec vitest run server/src/__tests__/api-compression.test.ts` -
passed after the compression follow-up.
- `pnpm exec vitest run
server/src/__tests__/issue-list-assignee-filter-routes.test.ts` - passed
after the compression follow-up.
- `pnpm --filter @paperclipai/server typecheck` - passed after the
compression follow-up.
- Greptile Review for head `8dbddac41ec273fda404100b4981ddb912fad57b` -
passed after the latest conflict/migration fix; all Greptile review
threads are resolved.
- `pnpm exec vitest run server/src/__tests__/api-compression.test.ts
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
ui/src/api/client.test.ts ui/src/api/issues.test.ts
ui/src/lib/polling.test.ts ui/src/lib/cross-tab-poll.test.ts
ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/lib/issueDetailCache.test.ts` — passed.
- `pnpm exec vitest run ui/src/api/client.test.ts` — passed.
- `pnpm exec vitest run ui/src/pages/Inbox.test.tsx
ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/lib/issueDetailCache.test.ts` — passed.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-worktree-suppression.test.ts` — passed.
- `pnpm exec vitest run
server/src/__tests__/low-trust-red-team-routes.test.ts` — passed.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` —
passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- GitHub PR checks for head `8dbddac41ec273fda404100b4981ddb912fad57b`:
all GitHub Actions/status checks passed; Greptile, Superagent, Socket,
Snyk, build, typecheck/release registry, general tests, serialized
server suites, e2e, canary dry run, policy, and commitperclip review are
green; Storybook visual regression and security-review were
skipped/neutral by policy.
- Confirmed this branch does not include `pnpm-lock.yaml` or
`.github/workflows` changes.

## Risks

- Medium risk: issue-list coalescing changes request timing and cache
semantics for a hot API path.
- Medium risk: cross-tab polling uses browser coordination primitives,
so older or unusual browser environments need fallback behavior to stay
correct.
- Low migration risk: the new index migration is ordered after current
`master` and uses `CREATE INDEX IF NOT EXISTS`.

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

## Model Used

OpenAI Codex coding agent, GPT-5-based model, tool-enabled with
shell/git execution. Exact hosted deployment identifier and
context-window size were not surfaced in the agent runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-09 17:38:34 -05:00
scotttongandClaude Fable 5 53d09d4c34 fix(ui): inbox/task list parity, nesting alignment, hover perf, and routine detail polish (#9317)
## Thinking Path

> - Paperclip's UI is governed by the design system merged in #9134 and
the component convergence in #9240 — one Card, one Badge, one nav row,
one `IssueRow`, a single multiplicative radius ladder.
> - With those primitives in place, the remaining rough edges were
interaction and alignment details on the surfaces people use every day:
the inbox, the task list, the sidebar, and the routine/task detail
pages.
> - Each item here was reported from live use and fixed against a
running instance, then verified by measurement (pixel alignment, frame
timing) rather than by eye alone.
> - The result is that the inbox and task lists now behave as one system
(same hover, keyboard nav, tree-guide, and archive language), list
nesting reads correctly, list hover is smooth, and the routine detail
page scrolls and aligns like the rest of the app.

## Linked Issues or Issue Description

No public GitHub issue exists for this work; describing per the feature
template.

- **Problem**: after the design-system foundation (#9134) and component
convergence (#9240), the inbox/task lists still had interaction and
alignment gaps — hover lag on long lists, keyboard navigation that only
partly matched between the two lists, workspace/parent nesting whose
guides and chevrons didn't line up, an inbox that sat offset from the
task list, and a routine detail page with an odd double-scroll and a
bespoke sub-nav.
- **Proposed behavior**: the inbox and task lists share one interaction
contract (hover, keyboard nav, collapse, archive), list nesting aligns
to the status column with clean chevrons, list hover is CSS-only (no
per-hover re-render), and the routine detail page uses a fixed
header/sub-nav with a single scrolling content region and a sub-nav that
matches the primary nav.

## What Changed

- **List hover performance**: hover is now painted purely by CSS
`:hover` and records the hovered row in a ref, instead of writing
list-selection state on every `mouseenter` (which re-rendered 100–300
non-memoized rows per hover). Keyboard nav reads the ref so it still
continues from the hovered row; the keyboard band clears on the first
real mouse move so hover and keyboard selection never show two bands at
once. The row's `transition-colors` fade was removed so the highlight
snaps (no comet-tail). Measured on a 100-row scrub: worst frame **333 ms
→ 33 ms**, long frames (>50 ms) **12 → 0**, avg **41 → 60 fps**.
- **Inbox ↔ task-list parity**: keyboard navigation works on every inbox
tab (archive/read keys stay scoped to the archivable tab); group headers
and parent tasks collapse/expand with the arrow keys in both lists; the
task list gains the same j/k / arrows / Enter selection model as the
inbox; hover selection bands match; the `g` then `i` go-to-inbox chord
works app-wide.
- **List nesting & alignment**: the workspace group-header chevron lines
up exactly with the task chevrons below it (both lists); the
parent→child connector line drops from under the parent's **status
icon** rather than its chevron and breaks with a 14px gap around a
nested row's own chevron; and inbox rows line up with the task list
(read rows no longer reserve a mark-read column).
- **Inbox archive affordance**: moved from a bare `x` left of the status
icon to an `Archive` icon + label button on the right (before the
timestamp), revealed on row hover; the left slot now carries only the
unread dot; swipe-to-archive is unchanged.
- **Sidebar**: when no agent has a live run, the AGENTS section shows 3
recent agents (was 5) plus "See all agents"; the working-agents view is
unchanged.
- **Routine detail page**: the layout is bounded to the main scroll area
so the header (Run now + automation toggle) and the sub-nav stay fixed
and only the section content scrolls (was a page-level scroll competing
with a `sticky` sub-nav). The sub-nav items adopt the primary nav's
rhythm — row padding/height, inset rounded pill, type scale, and 16px
icons — and its background matches the main nav.
- **Task detail**: dropped the redundant `🔵` prefix the breadcrumb added
for live/in-progress tasks; the status glyph already conveys that state.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN
- `pnpm typecheck` → green (all packages)
- `cd ui && npx vitest run` → 2255/2255 (assertions updated in lockstep
where behavior changed)
- `pnpm --filter @paperclipai/ui build` → exit 0
- Storybook visual regression: run locally throughout (the
baseline-manifest archive is still unpublished, so CI cannot run this
suite — pre-existing condition from #9134). Every visible delta was
reviewed against a live instance and, where it was intentional (nesting
alignment, routine sub-nav restyle, unread-row shift), the affected
snapshots were re-baselined locally.
- Manual/measured: inbox + task lists (grouped and nested, light +
dark), hover-scrub frame timing, keyboard navigation, and the routine
detail scroll/alignment were exercised on a running instance.

## Risks

- Behavior-and-alignment changes concentrated in `IssueRow` /
`IssuesList` / `Inbox` (the shared task-row surfaces). The riskiest area
— the hover/keyboard-selection model — is covered by unit tests (updated
in lockstep) and was measured and driven live.
- The routine detail scroll change restructures that page's layout
container; verified the page's own scroll stays fixed while only the
section content scrolls.
- The visual suite cannot yet run in CI (unpublished baseline archive —
pre-existing); snapshot coverage is local-only until that lands.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding with tool use (file editing, test execution, Playwright
measurement/screenshot verification); extended thinking 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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-09 14:25:48 -07:00
scotttongandClaude Fable 5 c90e66bdd6 feat(ui): design-system component convergence — Card/Badge adoption, multiplicative radius ladder, unified list surfaces (#9240)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its UI is governed by a design system (`DESIGN.md` + the token layer
in `ui/src/index.css`, merged in #9134) whose first principle is "one
way to say each thing" — one Card, one Badge, one nav row
> - After the token extraction landed, ~35 files still hand-rolled card
containers, ~45 files hand-rolled pill spans, the sidebar agents section
duplicated the nav-row chrome, and the inbox and tasks lists rendered
the same task rows two subtly different ways
> - Each divergence is a place where a future design change (radius,
hover language, status vocabulary) silently misses surfaces, defeating
the "edit tokens + run checks" model the design system exists for
> - This pull request converges those surfaces onto the shared
primitives, codifies the radius scale as the modern multiplicative
shadcn ladder, and unifies the row/hover/tree-guide language across the
inbox and tasks lists — every visible delta was human-reviewed
screen-by-screen against a live instance across nine feedback rounds
> - The benefit is that the app's look is now steerable from single
knobs (one `--radius` anchor, one Card, one Badge, one row component),
and the visual regression suite covers the result (514 snapshots
including a new AgentDetail page story)

## Linked Issues or Issue Description

No public GitHub issue exists for this work; describing per the feature
template:

- **Problem**: after the design-token foundation (#9134),
component-level drift remained — hand-rolled cards/pills, duplicated
sidebar row chrome, and two different renderings of task rows (inbox vs
tasks list) meant design changes had to be applied per-surface and
frequently missed spots (e.g. status glyphs rendered 16px in the inbox
but 20px in the tasks list because a slot override silently beat the
component default).
- **Proposed behavior**: all card-shaped containers render via `Card`,
all label pills via `Badge`, sidebar rows via `SidebarNavItem`, and both
task-list surfaces via one `IssueRow` configuration; the radius scale is
a single multiplicative ladder anchored at `--radius: 0.5rem`.
- **Alternatives considered**: converting interactive
`<button>`/`<Link>` cards to `Card` divs (rejected — breaks semantics;
documented inline with `design-allow` comments instead); keeping the
legacy additive radius ladder (rejected in favor of the standard shadcn
multiplicative mapping).

## What Changed

- `Card` adoption across ~35 files (settings pages, auth/board flows,
dashboards, list containers, KPI tiles); non-adoptable sites
(interactive cards, `<li>` rows, class-string props, chart tooltip)
carry documented `design-allow(card-pattern)` comments
- `Card` gains an `interactive` prop — one quiet hover affordance for
clickable cards (cursor, border darken, shadow lift, focus ring),
applied to skills tiles, artifact cards, and the company selector; cards
carry no resting shadow
- `Badge` adoption for 113 hand-rolled pill spans across ~45 files;
`PropertyChip` wraps `Badge` internally; `StatusBadge`, external-object
chips, and match chips stay bespoke by documented decision (WCAG-tuned
status mechanics)
- Radius ladder becomes the multiplicative shadcn mapping
(`sm/md/lg/xl/2xl/3xl/4xl = 0.6/0.8/1.0/1.4/1.8/2.2/2.6 × --radius`,
anchor `0.5rem`); every card surface unifies on `rounded-lg`; the
orphaned 8px literal token is deleted
- Sidebar: agent rows render via `SidebarNavItem` (new additive props:
`iconNode`, `active`, `trailing`, `liveAccessory`); live dots use
`--status-agent-running`; one row rhythm and inset rounded pill
highlight; right-aligned trailing badges; every labeled section is
collapsible
- Inbox + tasks lists unified: md status glyphs, `accent/50` rounded row
hovers, vertical tree guides under parent rows (opaque underlay so
dark-mode translucent borders don't stack), no horizontal dividers under
expanded parents; the swipe-to-archive reveal layer shows only
mid-swipe; board toggle uses the `SquareKanban` glyph
- Kanban: every column carries a status-hued tint; lanes default
expanded (including empty); compact mode collapses empty lanes to
labeled rails (fixes a clipped, label-less empty-column state)
- Storybook: new AgentDetail page story (realistic fixtures, light+dark)
joins the visual suite; suite captures with `reducedMotion: 'reduce'`
and the ux-lab reasoning ticker honors `prefers-reduced-motion`; a stale
lexical alias in `storybook/main.ts` is fixed (build was broken since
the lexical 0.46 bump)
- Keyboard navigation, from live review of the unified lists: inbox
navigation keys work on every tab (archive keys stay scoped to the
archivable tab); keyboard-driven scrolling no longer hands the selection
to whatever row lands under the stationary cursor (hover selects only
after real pointer movement); the tasks list view gains the same j/k /
arrows / Enter selection model as the inbox; and the `g` then `i`
go-to-inbox chord works app-wide instead of only on the issue detail
page
- Token gates restored to 3/3 CLEAN (tokenized a post-#9134 regression
in the recovery card); decisions recorded in
`doc/design/DECISION-SHEET.md` and `doc/design/COMPONENT-INVENTORY.md`
(investigation verdicts: FileTree vs WorkspaceFileBrowser and the four
entity pickers stay separate — evidence included)

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN
- `pnpm typecheck` → green (all packages)
- `cd ui && npx vitest run` → 2106/2106 (assertions updated in lockstep
where they documented superseded decisions; new tests for the global
go-to-inbox chord)
- `pnpm --filter @paperclipai/ui build` → exit 0
- `pnpm build-storybook` → succeeds (also fixes the lexical-alias break
on master)
- Visual regression: 514-snapshot Playwright suite green against the
updated baseline (zero diffs from the keyboard-navigation round — those
changes are purely behavioral). Note: baselines live outside git per the
suite design and the baseline-manifest archive is not yet published, so
CI cannot run this suite — it was run locally throughout; every visible
delta was reviewed screen-by-screen in a live instance across nine
review rounds. Review evidence (before/after triplets) intentionally
kept out of the repo for size; available on request.
- Manual: exercised dashboard, tasks (list + board), inbox, agents,
skills, costs, settings, and artifact surfaces in light and dark themes

## Risks

- Wide but shallow visual surface: most changes are class-string
substitutions with behavior preserved (props, handlers, roles, test
ids). The riskiest areas — dnd-kit card refs (React 19 ref-as-prop),
inbox swipe-to-archive, and sidebar overlays — are covered by existing
unit tests (all green) and were manually exercised.
- Intentional visual deltas (rounded cards, tinted kanban columns, md
status glyphs, unified hovers) are design decisions recorded in
`doc/design/DECISION-SHEET.md`; each maps to a re-baselined snapshot set
locally.
- The visual suite cannot yet run in CI (unpublished baseline archive —
pre-existing condition from #9134); until that lands, snapshot coverage
is local-only.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding with tool use (file editing, test execution, Playwright
screenshot verification); extended thinking 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
- [ ] All Paperclip CI gates are green (will confirm once CI runs)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending first review)
- [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>
2026-07-08 17:15:45 -07:00
Dotta f40a8fbf1e [codex] Fix iOS inbox archive gestures (#9154)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board inbox is a high-frequency operator surface, especially on
mobile where row gestures are the primary way to dismiss handled work.
> - The existing swipe archive control shared one pending-state gate
across the inbox, so one archive request could make other inbox archive
controls feel stuck.
> - The touch handler also kept click suppression and archive timers
coupled too loosely, which made cancelled or partial iOS touch sequences
behave unpredictably.
> - This pull request keeps archive state per issue, makes swipe/cancel
cleanup explicit, and removes archived issues from every relevant inbox
query cache before navigation/refetch.
> - The benefit is that iOS users can archive from inbox/detail views
without the inbox getting into a weird pending or stale-cache state.

## Linked Issues or Issue Description

Bug report:

- Summary: On iOS/mobile, inbox swipe/archive interactions can leave the
inbox feeling stuck or stale after archiving a task.
- Expected: Archiving one inbox item should remove that item
optimistically, keep other archive controls usable, and recover cleanly
from partial or cancelled touch gestures.
- Actual: A pending archive globally disabled other archive controls,
touch cancellation could share the touch-end path, and issue-detail
archive navigation could happen before related inbox query caches were
cleaned up.
- Root cause: Archive pending state and inbox cache updates were handled
locally in multiple places instead of through reusable per-company cache
helpers, and the swipe component did not independently track live
offset, archive timers, and click-suppression timers.

## What Changed

- Split `SwipeToArchive` archive timeout handling from temporary click
suppression and added explicit touch-cancel/reset cleanup.
- Track swipe offset in a ref so commit threshold checks use the latest
touch position rather than potentially stale React state.
- Added shared inbox archive cache helpers for cancelling, snapshotting,
optimistic removal, rollback, and invalidation across inbox query
variants.
- Updated inbox archive mutations to disable only the row being archived
instead of every row while any archive request is pending.
- Updated issue-detail archive-from-inbox to remove the archived issue
from cached inbox variants before navigating back.
- Added focused tests for partial drags, cancelled touches, unmount
cleanup, per-row pending archive behavior, and detail-page cache removal
before navigation.

## Verification

- `pnpm exec vitest run ui/src/components/SwipeToArchive.test.tsx
ui/src/pages/Inbox.test.tsx ui/src/pages/IssueDetail.test.tsx`
  - 3 test files passed
  - 53 tests passed

## Risks

Low-to-medium risk. This changes mobile archive gesture state and
optimistic inbox cache handling, so the main risk is cache invalidation
missing an inbox query variant. The helper uses prefix-based React Query
APIs for the known inbox variants and still invalidates those variants
plus sidebar badges on settle.

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

## Model Used

OpenAI Codex, GPT-5 based coding agent, with repository tool use and
local 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

Related PR search performed with `gh search prs "inbox archive iOS
swipe" --repo paperclipai/paperclip` and `gh search prs "SwipeToArchive"
--repo paperclipai/paperclip`; existing related work includes #1857 and
#1860, but no duplicate of this regression fix was found.
2026-07-07 07:22:42 -05:00
ad961227f5 feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.

## Linked Issues or Issue Description

Refs #224
Refs #6057

This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.

Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.

## What Changed

- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.

## Verification

- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.

## Risks

- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
reasoning mode are not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-05 05:58:20 -05:00
Dotta 2f94a66ba1 Show live descendant status in inbox rows (#8876)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The inbox is where operators quickly scan which issues are active,
blocked, or waiting for attention
> - A blocked parent can still have active descendant work, but the
inbox previously depended on only loaded rows to infer that state
> - That made collapsed or partially loaded issue trees look more stuck
than they really were
> - This pull request carries live descendant summary data through the
issue list API and inbox UI
> - The benefit is a more accurate blocked-inbox signal, so operators
can distinguish truly stalled work from blocked parents that still have
live child activity

## Linked Issues or Issue Description

No public GitHub issue was found for this exact inbox descendant-status
polish.

Feature request fields:

**Subsystem affected**
Cross-cutting: `server/`, `packages/shared`, plugin/MCP API surfaces,
and `ui/` inbox rendering.

**Problem or motivation**
Inbox rows need to show when blocked or collapsed parents still have
live descendant work, even when the live child row is not loaded in the
current client tree. Without a server-provided descendant summary, a
parent can look stalled even though active work continues below it.

**Proposed solution**
Expose an optional live descendant count on issue list results, request
it from inbox views, and use it to render covered blocked status and
live-below indicators. Keep the field opt-in so other issue list callers
keep their existing payload shape and query cost.

**Alternatives considered**
Relying only on client-loaded subtree state was ruled out because it
misses collapsed or unloaded descendants. Always returning the count was
also avoided because most list callers do not need this extra summary.

**Roadmap alignment**
This is scoped operator-visibility polish for the existing inbox. It
does not duplicate a named `ROADMAP.md` milestone.

**Additional context**
The recursive summary query is guarded against parent cycles, and the UI
still falls back to loaded subtree live counts when server summary data
is absent or stale.

## What Changed

- Added optional `includeLiveDescendantSummary` support to issue list
contracts, SDK surfaces, MCP tools, routes, services, and tests.
- Added `liveDescendantCount` to issue list results when requested.
- Updated inbox and blocked-inbox queries to request live descendant
summaries.
- Updated inbox row status rendering so blocked parents with live
descendants show covered blocker treatment without duplicating the
live-below chip.
- Hardened live descendant summary traversal against parent cycles and
preserved the loaded-subtree fallback path for blocked inbox rows.
- Added focused tests for the API parameter, service behavior, helper
logic, cycle handling, and inbox UI query/rendering behavior.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
ui/src/lib/inbox-live-descendants.test.ts
ui/src/components/IssueColumns.test.tsx
ui/src/components/BlockedInboxView.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- Rebased cleanly onto current upstream `master` before pushing.
- Confirmed the branch diff does not include `pnpm-lock.yaml` or
`.github/workflows/*` changes.

## Risks

Low to moderate risk. The new descendant count is opt-in on list
requests, but it adds query work when the inbox asks for it. The
recursive traversal now tracks visited ancestors to avoid cycle
failures. The UI uses the server count as a supplement to existing
loaded-tree state, so stale or absent counts fall back to the prior
behavior.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool-enabled with local shell and git
access. Reasoning mode and context window are managed by the
Paperclip/Codex runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-02 10:22:33 -05:00
bac15ebd09 feat: task status icons & colors (#8580)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work, and task status is one of the most-scanned signals across its
whole UI.
> - The Tasks UI shows status through small coloured ring icons and
chips spread across the list, kanban, task detail, the properties
flyout, inline `@`-mentions and the breadcrumb.
> - Those ring glyphs lean heavily on colour to distinguish states,
which is hard to read for colour-blind users, and the status hues were
hard-coded in component classes rather than a single source.
> - We want color-blind-safe, distinct *shapes* per status plus a single
`--status-*` colour-token system the chips and icons share.
> - This pull request adds a unified `StatusGlyph` (one shape per
status) and the `--status-*` colour-token system, and adopts them across
every task-status surface so the new glyphs + colours render by default.
> - The benefit is a more accessible, consistent status language with
one source of truth for status hues.

## Linked Issues or Issue Description

This is a **feature** (no public issue filed). Following the feature
issue template:

- **Problem / motivation:** Task status is communicated mostly by colour
(ring fills/borders), which is hard to distinguish for colour-blind
users, and the status hues are duplicated across component classes with
no single source of truth. Several community PRs have nibbled at parts
of this (see related PRs below).
- **Proposed solution:** A single `StatusGlyph` component with a
distinct *shape* per status (not just colour), backed by a `--status-*`
CSS-variable colour system (base hues + AA-tuned icon hues +
`.status-chip` / `.status-fill` color-mix helpers), adopted across all
task-status surfaces.
- **Alternatives considered:** Recolouring the existing rings in place
(rejected — still colour-only, no shape differentiation).
- **Roadmap alignment:** Additive UI only; no overlap with planned core
work.

Related community PRs (partial / different approaches to the same area —
not duplicates):

- Refs #3806 — Show issue ref and status icon in breadcrumbs and
properties
- Refs #1760 — Improve design of cancelled task status icon
- Refs #1856 — a11y title/aria-label on status and priority icons

## What Changed

- **Colour token system:** `--status-agent-*` / `--status-task-*` base
hues, AA-tuned `--status-task-icon-*` hues (light + dark), and
`.status-chip` / `.status-fill` color-mix helpers in `index.css`;
matching status→CSS-var maps in `status-colors.ts`.
- **`StatusGlyph`** — one `viewBox="0 0 24 24"` glyph per status with
distinct, color-blind-safe shapes (dashed ring, open ring, half-fill,
ring+dot, disc+check, ring+bar, ring+slash, and `in_queue` = the blocked
shape recoloured blue). Sizes `sm`/`md`/`lg`.
- **Adoption (renders by default)** across `StatusIcon`, `StatusBadge`
(agent + issue chips), `MarkdownBody` inline mentions, `IssueRow`,
`IssuesList`, `IssueProperties`, `BreadcrumbBar` + `BreadcrumbContext`,
and the task-detail header/breadcrumb.
- **Tests** for `StatusGlyph`, `StatusIcon`, `StatusBadge`, `IssueRow`,
`IssuesList`, `MarkdownBody` lock the rendered behaviour.

Scope notes: no experimental flag and no Theme Editor surfaces. The
generic `StatusBadge` (runs/goals/approvals) is unchanged.
Project-status recolour is deferred (no in-scope consumer).

## Verification

- `pnpm --filter @paperclipai/shared build` — green (tsc).
- `pnpm --filter @paperclipai/ui build` — green (tsc + vite).
- Targeted unit tests green: `StatusGlyph`, `StatusIcon`, `StatusBadge`,
`IssueRow`, `IssuesList`, `MarkdownBody`, plus consumer suites that
render these (`IssueProperties`, `IssueDetail`, `Search`,
`IssueChatThread`, `IssueFiltersPopover`, `InterruptHandoffViews`) — all
passing.
- Remaining: interactive light + dark visual confirmation across list /
kanban / detail / properties / inline mentions / breadcrumb. The glyph
shapes + AA-tuned hues were previously QA'd on the originating feature
branch.

## Risks

Low risk. Additive UI: a new component + CSS tokens, adopted at existing
status call sites. The generic `StatusBadge` and all non-status UI are
untouched; no schema/migration changes. Behaviour is exercised by unit +
consumer test suites.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use /
code execution (file edits, local builds + 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
- [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
- [ ] 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>
2026-06-24 16:42:27 -05:00
DottaandPaperclip 6c46f11f89 Preserve experimental settings with retired flags
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:28:07 +00:00
Aron PrinsandClaude Opus 4.7 1227bb8ead Improve OpenAPI spec coverage and auth metadata (#4579)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Its REST API is the control-plane contract for the board UI, agents,
plugins, and external integrations
> - This branch adds `/api/openapi.json`, which makes the generated
OpenAPI document part of that contract instead of an internal
implementation detail
> - Once the spec is published, it has to match the mounted Express
routes, auth model, and real HTTP behavior closely enough for client
generation and review
> - The existing spec drifted from the live server: it missed mounted
routes, documented a few nonexistent ones, omitted auth semantics, and
normalized response codes too aggressively
> - This pull request makes the generated spec track the real API
surface, exposes security requirements, and adds regression coverage so
drift is caught automatically
> - The benefit is that Paperclip's published API description becomes
trustworthy for integrators, SDK generation, and review without changing
runtime auth enforcement

## What Changed

- Added the OpenAPI endpoint wiring under `server/src/routes/openapi.ts`
so `/api/openapi.json` is generated from the current route-backed
OpenAPI builder.
- Replaced generic request/response bodies with typed schemas where
available so the generated document carries useful structure instead of
opaque blobs.
- Expanded the generated spec to cover the mounted route set, including
access/member flows, CLI auth challenge routes, invite acceptance, issue
thread interaction routes, adapter environment testing, budget policy
routes, resource memberships, secret provider routes, cloud upstream
routes, and `/api/openapi.json` itself.
- Corrected documented path mismatches such as `skills/scan` vs
`skills/scan-projects`, and other route-name/path drift.
- Added security schemes plus operation-level security metadata so
public, authenticated, board-only, and instance-admin endpoints are
distinguishable in the generated contract.
- Fixed reviewed response-code mismatches for create/accept flows and
authz failures, including `201`, `202`, and `403` cases that were
previously flattened away.
- Added `server/src/__tests__/openapi-routes.test.ts` to diff the
generated spec against mounted server routes and assert key
auth/response invariants.
- Hardened the route-drift test after review feedback: it now handles
single/double/template route literals, fails on unlisted route files
that declare router methods, and filters OpenAPI path-item keys to HTTP
methods only.

## Verification

- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Inbox.test.tsx`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`

Manual notes:
- Confirmed the generated spec now matches the mounted route set in the
focused regression test.
- Confirmed `/api/plugins/install` is marked privileged in the generated
security metadata.
- Confirmed `POST /api/invites/{token}/accept` documents `202`.
- Addressed the Greptile route coverage comments and reran the focused
OpenAPI test, typecheck, and build successfully.

## Risks

- Medium-low risk. The main risk is ongoing spec drift if new routes are
added without updating the OpenAPI builder, but the regression test now
fails on unknown route files that declare router methods.
- The auth metadata is descriptive only; it does not change runtime
enforcement. If reviewers assume this PR hardens server auth behavior,
that would be an incorrect expectation.
- This change increases the amount of hand-maintained OpenAPI mapping in
`server/src/routes/openapi.ts`, so future API additions still need
discipline.

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

## Model Used

- OpenAI Codex, GPT-5-based coding agent in Codex desktop. Exact
internal model variant/version and context-window size are not exposed
in this environment. Tool-enabled coding workflow with terminal
execution, git, and GitHub integration.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots or confirmed screenshots are not applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-04 09:59:22 -07:00
DottaandPaperclip f257530537 [codex] UI and dev ops quality-of-life (#6384)
## Thinking Path

> - Paperclip operators spend most of their time scanning the board,
inbox, sidebar, and local dev status surfaces
> - Small UI and dev-ops frictions make repeated operator workflows feel
slower than they need to be
> - The working branch contained several independent quality-of-life
improvements mixed with larger cloud work
> - Grouping these smaller UI/dev-ops changes together keeps review
overhead reasonable without merging them into feature PRs
> - This pull request collects the operator-facing QoL polish into one
standalone branch
> - The benefit is a cleaner board navigation and local dev recovery
experience without depending on cloud upstream sync

## What Changed

- Relaxed forced 44px touch targets for small inline widgets.
- Fixed mobile mention menu scrolling and sidebar spacing on
touch/mobile layouts.
- Synced inbox hover state with j/k selection.
- Moved plugin sidebar entries into the Work section.
- Added manual dev-server restart action/banner behavior.
- Logged plugin bridge 502 causes for better diagnosis.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm --filter @paperclipai/plugin-sdk build`
- `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarProjects.test.tsx ui/src/pages/Inbox.test.tsx
ui/src/components/DevRestartBanner.test.tsx
server/src/__tests__/dev-server-status.test.ts
server/src/__tests__/health-dev-server-token.test.ts
server/src/__tests__/plugin-routes-authz.test.ts` initially failed only
because plugin SDK `dist` was not built in the fresh worktree.
- Rerun after build: `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts` passed.
- The remaining targeted UI/dev-server tests passed on the first
post-install run.

## Visual Evidence

- Sidebar layout and plugin Work section: ![Sidebar
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/sidebar-desktop.png)
- Inbox/task row selection and hover-state surface: ![Inbox rows
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/inbox-rows-desktop.png)
- Dev restart banner desktop: ![Dev restart banner
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/dev-restart-banner-desktop.png)
- Dev restart banner mobile: ![Dev restart banner
mobile](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/dev-restart-banner-mobile.png)

## Risks

- Mostly UI/dev ergonomics with low data risk.
- Sidebar and inbox changes touch frequently used navigation surfaces,
so visual review on desktop/mobile is still useful.

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

## Model Used

- OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use.
Exact hosted model ID and context-window size are not exposed by the
local Paperclip adapter runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-19 15:52:39 -05:00
DottaandPaperclip 4142559c37 [codex] Add blocked inbox attention view (#5603)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies through
company-scoped issues, comments, approvals, and execution workspaces.
> - Operators need the Inbox to show not only active work, but also
blocked work that may need human or agent attention.
> - The existing inbox experience did not have a dedicated blocked-work
surface, so blocked tasks were harder to triage and resume deliberately.
> - Backend consumers also needed a compact attention signal that
distinguishes actionable blockers from covered or waiting blocker
states.
> - This pull request adds a Blocked Inbox tab backed by issue
blocker-attention metadata, shared validators, and UI helpers.
> - The benefit is a clearer triage path for stalled or blocked
Paperclip work without exposing external wait internals in the
operator-facing UI.

## What Changed

- Added shared issue blocker-attention types, validators, and exports
for the API/UI contract.
- Added backend blocker-attention computation and issue route support
for blocked inbox data.
- Added the Blocked Inbox tab, blocked reason chips, filtering/search
UI, responsive layouts, and Storybook stories.
- Updated inbox helpers and page behavior so toolbar controls only
appear where they apply.
- Added coverage for shared validators, server blocker-attention
behavior, blocked inbox UI helpers/components, and the Inbox page.
- Added a screenshot helper script for the blocked inbox Storybook
stories.
- Addressed Greptile feedback by making urgency sorting deterministic
for null stop times, avoiding full blocked-inbox list enrichment for
counts, and hardening the screenshot helper.

## Verification

- Rebased the branch cleanly onto `public-gh/master`.
- Confirmed the diff does not include `pnpm-lock.yaml`.
- Confirmed the diff does not include database migration files.
- Ran `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
ui/src/components/BlockedInboxView.test.tsx
ui/src/components/BlockedReasonChip.test.tsx
ui/src/lib/blockedInbox.test.ts ui/src/lib/inbox.test.ts
ui/src/pages/Inbox.test.tsx`.
- Ran `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck`.
- Checked `ROADMAP.md`; this is scoped inbox/operator triage work and
does not duplicate a listed roadmap feature.
- Greptile Review is green on the latest head and all four Greptile
review threads are resolved.
- GitHub PR checks are green on the latest head: policy, security/snyk,
e2e, verify, Canary Dry Run, Greptile Review, and serialized server
suites 1/4 through 4/4.

## Risks

- Medium review surface because this touches the shared issue contract,
server issue services, and the Inbox UI together.
- Blocker-attention classification may need product tuning after
operators use it on real blocked queues.
- UI screenshots were not attached in this PR-opening pass; the branch
includes `scripts/screenshot-blocked-inbox.mjs` and Storybook stories
for visual capture.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent with shell, git, GitHub CLI,
GitHub connector, and Paperclip API tool use. Reasoning mode: medium.
Context window: not exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-13 16:41:36 -05:00
DottaandPaperclip a1b30c9f35 Add planning mode for issue work (#5353)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies.
> - Issues are the core unit of work, and issue comments are how board
users and agents coordinate execution.
> - Some issue conversations need to produce plans and approvals instead
of immediate implementation work.
> - The existing issue contract did not distinguish standard execution
comments from planning-oriented issue work.
> - This pull request adds an issue work-mode contract and board UI
affordances for standard vs planning mode.
> - The benefit is that planning-mode issues can be created, displayed,
discussed, and carried through agent heartbeat context without losing
the normal issue workflow.

## What Changed

- Added `standard` / `planning` issue work-mode contracts across DB,
shared validators/types, server issue flows, plugin protocol, and
adapter heartbeat payloads.
- Added an idempotent `0081_optimal_dormammu` migration for
`issues.work_mode`, ordered after current `public-gh/master` migrations.
- Updated heartbeat/context summaries and issue-thread interaction
behavior so planning work mode is preserved when creating suggested
follow-up issues.
- Added UI support for planning-mode issue creation, issue rows, detail
composer styling, and composer work-mode toggles.
- Added focused server/shared/UI tests plus a Playwright visual
verification spec for planning-mode surfaces.
- Rebased the branch onto current `public-gh/master` and added durable
planning-mode screenshots under `doc/assets/pap-3368/`.

## Verification

- `pnpm --filter @paperclipai/db run check:migrations`
- `pnpm exec vitest run --project @paperclipai/shared
packages/shared/src/validators/issue.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config
tests/e2e/playwright.config.ts
tests/e2e/planning-mode-visual-verification.spec.ts`

## Screenshots

Desktop planning detail:

![Desktop planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-detail.png)

Desktop planning row:

![Desktop planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-row.png)

Desktop staged standard toggle:

![Desktop staged standard
toggle](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-standard-toggle.png)

Mobile planning detail:

![Mobile planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-detail.png)

Mobile planning row:

![Mobile planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-row.png)

## Risks

- Medium migration risk: this adds a non-null issue column. The
migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied
an older branch-local migration number can still apply the final
numbered migration safely.
- Medium contract risk: issue payloads, plugin payloads, and adapter
heartbeat payloads now include work mode; compatibility is handled by
defaulting missing values to `standard`.
- UI risk is moderate because composer controls changed; focused
component tests and visual e2e coverage exercise standard vs planning
display and toggle behavior.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent in a local Paperclip worktree, with
shell/tool use. Exact 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-06 07:01:28 -05:00
Dotta 5a0c1979cf [codex] Add runtime lifecycle recovery and live issue visibility (#4419) 2026-04-24 15:50:32 -05:00
DottaandPaperclip 236d11d36f [codex] Add run liveness continuations (#4083)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeat runs are the control-plane record of each agent execution
window.
> - Long-running local agents can exhaust context or stop while still
holding useful next-step state.
> - Operators need that stop reason, next action, and continuation path
to be durable and visible.
> - This pull request adds run liveness metadata, continuation
summaries, and UI surfaces for issue run ledgers.
> - The benefit is that interrupted or long-running work can resume with
clearer context instead of losing the agent's last useful handoff.

## What Changed

- Added heartbeat-run liveness fields, continuation attempt tracking,
and an idempotent `0058` migration.
- Added server services and tests for run liveness, continuation
summaries, stop metadata, and activity backfill.
- Wired local and HTTP adapters to surface continuation/liveness context
through shared adapter utilities.
- Added shared constants, validators, and heartbeat types for liveness
continuation state.
- Added issue-detail UI surfaces for continuation handoffs and the run
ledger, with component tests.
- Updated agent runtime docs, heartbeat protocol docs, prompt guidance,
onboarding assets, and skills instructions to explain continuation
behavior.
- Addressed Greptile feedback by scoping document evidence by run,
excluding system continuation-summary documents from liveness evidence,
importing shared liveness types, surfacing hidden ledger run counts,
documenting bounded retry behavior, and moving run-ledger liveness
backfill off the request path.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/run-continuations.test.ts
server/src/__tests__/run-liveness.test.ts
server/src/__tests__/activity-service.test.ts
server/src/__tests__/documents-service.test.ts
server/src/__tests__/issue-continuation-summary.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
ui/src/components/IssueRunLedger.test.tsx
ui/src/components/IssueContinuationHandoff.test.tsx
ui/src/components/IssueDocumentsSection.test.tsx`
- `pnpm --filter @paperclipai/db build`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/run-continuations.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "treats a
plan document update"`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t "activity
service|treats a plan document update"`
- Remote PR checks on head `e53b1a1d`: `verify`, `e2e`, `policy`, and
Snyk all passed.
- Confirmed `public-gh/master` is an ancestor of this branch after
fetching `public-gh master`.
- Confirmed `pnpm-lock.yaml` is not included in the branch diff.
- Confirmed migration `0058_wealthy_starbolt.sql` is ordered after
`0057` and uses `IF NOT EXISTS` guards for repeat application.
- Greptile inline review threads are resolved.

## Risks

- Medium risk: this touches heartbeat execution, liveness recovery,
activity rendering, issue routes, shared contracts, docs, and UI.
- Migration risk is mitigated by additive columns/indexes and idempotent
guards.
- Run-ledger liveness backfill is now asynchronous, so the first ledger
response can briefly show historical missing liveness until the
background backfill completes.
- UI screenshot coverage is not included in this packaging pass;
validation is currently through focused component tests.

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

## Model Used

- OpenAI Codex, GPT-5.4, local tool-use coding agent with terminal, git,
GitHub connector, GitHub CLI, and Paperclip API access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Screenshot note: no before/after screenshots were captured in this PR
packaging pass; the UI changes are covered by focused component tests
listed above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:01:49 -05:00
b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
DottaandPaperclip e89076148a [codex] Improve workspace runtime and navigation ergonomics (#3680)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - That operator experience depends not just on issue chat, but also on
how workspaces, inbox groups, and navigation state behave over
long-running sessions
> - The current branch included a separate cluster of workspace-runtime
controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes
> - Those changes cross server, shared contracts, database state, and UI
navigation, but they still form one coherent operator workflow area
> - This pull request isolates the workspace/runtime and navigation
ergonomics work into one standalone branch
> - The benefit is better workspace recovery and navigation persistence
without forcing reviewers through the unrelated issue-detail/chat work

## What Changed

- Improved execution workspace and project workspace controls, request
wiring, layout, and JSON editor ergonomics
- Hardened linked worktree reuse/startup behavior and documented the
`worktree repair` flow for recovering linked worktrees safely
- Added inbox workspace grouping, mobile collapse, archive undo,
keyboard navigation, shared group-header styling, and persisted
collapsed-group behavior
- Added persistent sidebar order preferences with the supporting DB
migration, shared/server contracts, routes, services, hooks, and UI
integration
- Scoped issue-list preferences by context and added targeted UI/server
tests for workspace controls, inbox behavior, sidebar preferences, and
worktree validation

## Verification

- `pnpm vitest run
server/src/__tests__/sidebar-preferences-routes.test.ts
ui/src/pages/Inbox.test.tsx
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/api/workspace-runtime-control.test.ts`
- `server/src/__tests__/workspace-runtime.test.ts` was attempted, but
the embedded Postgres suite self-skipped/hung on this host after
reporting an init-script issue, so it is not counted as a local pass
here

## Risks

- Medium: this branch includes migration-backed preference storage plus
worktree/runtime behavior, so merge review should pay attention to state
persistence and worktree recovery semantics
- The sidebar preference migration is standalone, but it should still be
watched for conflicts if another migration lands first

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 12:57:11 -05:00
Dotta 1cd0281b4d test(ui): fix heartbeat run fixture drift 2026-04-10 22:42:52 -05:00
dottaandPaperclip b3b9d99519 Add optional Parent Issue column to inbox show/hide columns
Adds a "parent" column option to the inbox column toggle dropdown.
When enabled, sub-issues display the parent's identifier (e.g. PAP-123)
with the parent title as a tooltip. Uses the existing issueById lookup
map to resolve parent info without additional API calls.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-06 21:24:44 -05:00
dotta a80edfd6d9 fix(inbox): prefer canonical last activity 2026-04-03 07:24:33 -05:00
dottaandPaperclip 833842b391 fix(inbox): address Greptile review findings
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 12:16:34 -05:00
dottaandPaperclip 3ab7d52f00 feat(inbox): add operator search and keyboard controls
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:45:15 -05:00