Commit Graph
3521 Commits
Author SHA1 Message Date
DottaandPaperclip 1daa51d9eb test(runner): reconcile phase 5 status fixtures
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 16:37:47 +00:00
DottaandPaperclip 164e44ef4e feat(runner): add standalone phase 0 skeleton
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 16:33:01 +00:00
DottaandPaperclip 9349db8438 docs(runner): add status authority phase 5 conformance
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 16:24:58 +00:00
DottaandPaperclip 56606e1d16 docs(runner): reconcile resume-line order and add happy-path screenshot
UX review PAP-16714 findings applied:
- Resume line now normatively precedes the response control (UX doc 2.3),
  matching OPX-4/OPX-F3 DOM-order gates and the doc's own acceptance
  criterion 4; the PAP-16712 mockup footer placement is noted as
  non-normative.
- 18.12.13 screenshot matrix gains the accepted happy path
  (completion_contract_satisfied -> Done, four layers in agreement).

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 16:13:03 +00:00
DottaandClaude Opus 5 90dc06f5d2 docs(runner): specify operator and reviewer read models
Phase 4 of the 18.3 status authority track (PAP-16713). Adds spec section
18.12, the binding contract between the arbitration/attention contracts
(18.3-18.11) and the approved operator UX reference.

- Ten presentation invariants (OPX-1..OPX-10) stated as testable criteria.
- Persistence prerequisites: attention_requests, attention_request_attempts,
  and attention_budgets, which 18.3.1 described but 18.7 never defined, plus
  the index the board summary needs.
- Read models: NativeOutcomeLayers carries all four authority layers as one
  embedded object, plus StatusDecisionView, RunFinalizationView,
  AttentionRequestView, and the compact list/board summaries.
- livePathIntegrity makes "every waiting state names an owner" a server
  assertion rather than a UI convention.
- Adds the missing attention read routes; specifies envelope asOf,
  authorization, and a whitelist redaction table.
- Client derivation rules, component data contracts, a requirement ->
  field -> component -> gate coverage matrix, degraded/legacy/error
  renderings, and gates OPX-F1..OPX-F11.

pnpm check:runner-phase4-spec enforces reason-code copy totality, read-model
coverage, gate reachability, invariant enforcement, route agreement,
backing persistence, and the claim copy law across both documents.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-07 16:06:00 +00:00
DottaandPaperclip b3699eb78f docs(runner): add approved status/attention operator UX reference
Extract the board-approved PAP-16712 UX design into
spec/paperclip-runner-status-attention-ux.md: layered outcome vocabulary
(turn/run/claim/status), OutcomeChipRow / StatusDecisionCard /
AttentionRequestCard / FinalizationErrorCard, five desktop board flows,
the v1 reason-code copy table, and token-system notes.

Core spec changes are pointers only: 18.3 names the reference doc as the
normative Phase 4 presentation, and the 18.11 UI-surfaces row now requires
the Phase 4 read models to carry every field that design renders.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 15:54:08 +00:00
DottaandPaperclip 35e1f4cd8c docs(runner): clarify interaction response cursors
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 15:52:44 +00:00
Dotta d358cf0ae8 docs(runner): extract tracer implementation plan 2026-08-07 15:51:16 +00:00
DottaandPaperclip 6ae4312262 docs(runner): reconcile interaction and status contracts
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 15:34:25 +00:00
DottaandPaperclip 7b15955ad8 docs(runner): design native status arbitration
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 15:32:09 +00:00
DottaandPaperclip d0234099ec docs(runner): inventory issue-thread interactions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 15:14:19 +00:00
Dotta f39ed8f263 docs: require runner workspace compatibility 2026-08-07 14:05:53 +00:00
Dotta 3f19808815 docs: prioritize AgentCore and Cursor runner targets 2026-08-07 13:37:43 +00:00
Dotta 7ca755a071 docs: consolidate runner spec and cover MCP apps 2026-08-07 12:18:33 +00:00
Dotta 54651f650b docs: refine runner control boundaries 2026-08-07 12:03:07 +00:00
Dotta 2416cd5898 Merge remote-tracking branch 'origin/PAP-16679-paperclip-runner' into PAP-16679-paperclip-runner 2026-08-07 11:44:01 +00:00
Dotta 0fa3c589c8 docs: ground runner storage and remote providers 2026-08-07 11:44:01 +00:00
DottaandPaperclip 566c5e8411 docs: preserve native terminal dispositions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 08:43:10 +00:00
DottaandPaperclip 6e623c7add docs: resolve native runner review findings
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 08:38:14 +00:00
DottaandPaperclip abc3495da5 docs: revise paperclip runner architecture spec
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 08:38:14 +00:00
DottaandPaperclip 15dce43e6b docs: add paperclip runner spike spec
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-07 08:38:14 +00:00
github-actions[bot]andlockfile-bot 4683f26c97 chore(lockfile): refresh pnpm-lock.yaml (#11036)
Auto-generated lockfile refresh after dependencies changed on master.
This PR only updates pnpm-lock.yaml.

Co-authored-by: lockfile-bot <lockfile-bot@users.noreply.github.com>
2026-08-07 03:07:55 -05:00
TonioandClaude Opus 5 11e56654f8 feat(ui): port onboarding flow from prototype; add cloud + local variants (#10786)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - First-run onboarding is the subsystem that turns a brand-new install
into a working company: it creates the company, its goal, a lead agent,
and that agent's first task
> - The existing `OnboardingWizard` carried all of that wiring
correctly, but its UI had drifted from the current design direction, and
a separate design prototype (`paperclip-onboard`) existed as a
standalone visual mock with no backend
> - Porting the prototype's *logic* would have thrown away working,
well-tested backend orchestration; leaving the two apart meant the
design never shipped
> - Separately, cloud and local (self-hosted) installs need meaningfully
different first runs — local has no sign-in and must let the user pick a
locally-installed CLI adapter — so a single linear wizard could not
serve both
> - This pull request rebuilds the presentational layer from the
prototype on top of the existing backend orchestration, and splits it
into two thin flow containers over a shared core
> - The benefit is that the shipped onboarding matches the intended
design, cloud and local can diverge without duplicating logic, and each
can later ship to a different app version while sharing one set of step
components

## Linked Issues or Issue Description

No existing issue — describing inline (feature request).

**What problem does this solve?**
Onboarding is the first thing a new user sees, and the shipped wizard
had drifted from the current design. In parallel, cloud and local
installs need different first-run paths: local has no hosted sign-in,
and its agent runs on a CLI adapter installed on the user's machine,
which the cloud path never has to ask about. There was no way to express
that difference without either forking the whole wizard or bolting
conditionals onto a single linear flow.

**Proposed solution**
Extract the onboarding step views and shell into a shared core, then
compose two thin flow containers (cloud and local) over it. Keep all
backend orchestration in the existing `useOnboardingFlow` hook so no
working logic is rewritten.

**Alternatives considered**
- *Single flow with a `variant` prop* — most DRY, but the two flows are
intended to ship on different app versions, and a shared file would have
to be split later anyway.
- *Two fully independent copies* — simplest per-flow, but every shared
refinement (spacing, motion, copy) would have to be made twice and would
drift.

## What Changed

- **Shared core** under `ui/src/components/onboarding/`:
`OnboardingScaffold` owns the full-screen shell and the single
`AnimatePresence` step crossfade, so both flows transition identically;
step views (Start / Company / Agent / Task), `FooterNav`, `AgentPreview`
and the motion constants are extracted for reuse.
- **`CloudOnboardingFlow`** — `start → company → agent → task`; mounted
in the real app via `OnboardingWizardVariant`. Behaviour matches the
retired wizard, including `previewMock` and the existing-company ("add
an agent") entry point.
- **`LocalOnboardingFlow`** — skips sign-in and adds an optional email
ask (with a privacy assurance), a local model/adapter step that hires
with `requireEnvProbe: true`, and a "star us on GitHub" interstitial
before completing. **Harness-only for now** — the real app still mounts
the cloud flow.
- **Deleted `OnboardingWizard.tsx`** (1,786 lines); updated its
Storybook stories and the `OnboardingWizardVariant` test to the new
components.
- **Orbiting 3D paperclip backdrop** behind the auth and welcome screens
(`three`), code-split so it only downloads on those screens; honours
`prefers-reduced-motion` and disposes its GL context on unmount.
- **`motion`** added for step transitions and the agent-capsule
choreography.
- Visual values routed through design tokens per `DESIGN.md`; `Stepper`
generalized to take a step total (backward compatible); `/design-guide`
page and the component index updated.
- **Standalone preview harness** (`ui/onboarding-preview.html`) with
`?flow=` and `?step=` for backend-free review, wired as a second Vite
rollup input.
- **Adapter env probe bound to the adapter it ran against.**
`hireLeadAgent` reused `adapterEnvResult` for any adapter, so when a
hire failed and the user picked a *different* local adapter and retried,
the previous adapter's verdict satisfied the `requireEnvProbe` guard
while the hire posted the new adapter's config — hiring it unprobed. The
cache is now keyed on the adapter type plus the exact config posted to
the test endpoint, the config is built once and shared by probe and
hire, a failed probe clears the cache, and `clearAdapterEnvResult()`
(called on adapter change) stops the step displaying a stale verdict.
Cloud is unaffected — it hires with `requireEnvProbe: false`. Reported
by Greptile.
- **E2E specs re-pointed at the new flow.** Four specs still drove the
deleted wizard (`onboarding`, `conference-room-typing-intro`,
`planning-mode-visual-verification`, `nux-phase4-screenshots`) and
failed with `element(s) not found` on `"Name your company"` /
`input[placeholder="Acme Corp"]`. Rather than repeat the new drive
sequence four times, `tests/e2e/onboarding-flow.ts` adds one driver per
step (`startCloudOnboarding`, `completeCompanyStep`,
`completeAgentStep`, `completeTaskStep`, `completeCloudOnboarding`) and
the specs import it, so the next flow change touches a single file. Two
now-dead `**/test-environment` route stubs went with it — the cloud flow
hires with `requireEnvProbe: false`, so that probe never fires.

## Verification

- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `npx vitest run` over the onboarding suites
(`OnboardingWizardVariant`, `AgentCapsule`, `onboarding-launch`,
`onboarding-goal`, `onboarding-route`, `onboarding-adapter-config`) — 33
tests pass.
- `pnpm --filter @paperclipai/ui build` — succeeds; the three.js chunk
splits out separately (522 kB raw / 133 kB gzip) rather than entering
the main bundle.
- Both flows driven end-to-end in the preview harness in `previewMock`
(no database writes), plus the cloud flow rendered in the real
authenticated app at `/onboarding` to confirm the mount swap.
- The four re-pointed e2e specs pass locally against the new flow.
- New `ui/src/hooks/useOnboardingFlow.test.tsx` — 4 cases pinning the
adapter-probe cache (switch-adapter retry, cold path, explicit clear,
and the cloud flow's `requireEnvProbe: false`). Verified non-vacuous:
the switch-adapter case fails against the pre-fix code.
- Rebased onto current `master`; `pnpm-lock.yaml` is deliberately
**not** committed — `.github/workflows/pr.yml` regenerates it when a
manifest changes and shares it with downstream jobs as the `pr-lockfile`
artifact.

## Risks

- **Deleting `OnboardingWizard.tsx` is the one change that alters
existing app behaviour.** The cloud flow is intended to be
behaviour-equivalent, and its entry points are covered by the updated
`OnboardingWizardVariant` test, but this is the area to review most
closely.
- **Conflict risk with open PRs that touch the old wizard**: #9900,
#9501, #8982 and #6636 all modify
`ui/src/components/OnboardingWizard.tsx`, which this PR removes.
Whichever lands second will need its change re-applied to the new step
components. Flagging so ordering can be decided deliberately.
- **New dependencies**: `motion` and `three` (+ `@types/three`). `three`
is large, so it is lazily imported and code-split — it does not affect
the main bundle. Both are MIT.
- The **local flow is not reachable in the app** yet (harness/canary
only), so it carries no runtime risk today; wiring it up is a follow-up.
- The auth screens remain **presentational only** — they are not wired
to real auth, unchanged from before this PR.
- **Pre-existing, not introduced here:** `OnboardingWizardVariant`
renders outside `<Routes>` in `App.tsx`, so its `useParams()` never
resolves `:companyPrefix` and `/{prefix}/onboarding` opens the welcome
screen instead of jumping to the agent step. `master` has the identical
structure, so this PR faithfully ports existing behaviour; the working
"add an agent" entry is the launcher card behind the overlay, which is
what the screenshot spec drives. Worth a separate fix.

## Model Used

Claude Opus 5 (`claude-opus-5`) via Claude Code, with extended thinking
and tool use (repo search/edit, local test + build execution, and
browser-driven visual verification of the rendered flows). Portions of
the session also ran on `claude-opus-4-8` and `claude-fable-5`.

## 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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
canary/v2026.807.0-canary.7
2026-08-06 23:35:05 -07:00
b67c512f82 feat(ui): live run label → run detail, running row → task detail (#11034)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agent detail page has a Dashboard tab. The Dashboard tab shows a
"Live Run" section for the agent's current heartbeat.
> - The "Live Run" section has two clickable pieces: the section heading
and the running row. Both pieces linked to the same run detail page.
> - Two controls that go to the same place waste a navigation affordance
and hide the task the agent runs.
> - This pull request splits the two destinations. The heading goes to
the run. The running row goes to the task.
> - The benefit is that a user reaches the run internals from the label
and the work item from the row, in one click each.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The description follows
the enhancement issue template.

**What existing behavior does this improve?**
The "Live Run" section on the agent detail page, Dashboard tab (the
`LatestRunCard` component in `ui/src/pages/AgentDetail.tsx`).

**Current behavior**
The "Live Run" heading and the running row both link to the run detail
page (`/agents/:agentId/runs/:runId`). The row shows the run code and an
invocation-source chip. There is a separate "View details →" link that
also goes to the run detail page. A user cannot reach the task the run
works on from this section.

**Proposed behavior**
The heading becomes a link to the run detail page and appends the short
run code, shown as `Live Run · <run code>`. The redundant "View details
→" link is removed. The running row links to the task detail page when
the run's context snapshot resolves to a known issue, and the row then
shows the task status glyph, the task slug, and the task title. A pure
timer heartbeat with no resolvable task keeps the previous behavior: run
code plus source chip, linking to the run detail page.

**Reason and benefit**
The heading and the row now go to distinct, intuitive destinations. A
user reaches the run internals from the label and the work item from the
row, each in a single click. The fallback keeps heartbeats with no task
readable and avoids a blank or broken row.

## What Changed

- Made the "Live Run" / "Latest Run" heading a `Link` to the run detail
page and appended the short run code (`run.id.slice(0, 8)`) in a mono
span, formatted `Live Run · <run code>`. Kept the pulsing live dot.
- Removed the redundant "View details →" link.
- Changed the running row `Link` target to the task detail page
(`/issues/:identifier`) when a task resolves, falling back to the run
detail page otherwise.
- Resolved the task from the run context snapshot
(`contextSnapshot.issueId`, falling back to `contextSnapshot.taskId`)
against a `Map` of the agent's assigned issues threaded in from
`AgentOverview`.
- When a task resolves, replaced the run code and source chip in the row
with the task status glyph (`StatusGlyph`), the task slug, and the task
title. Kept the running spinner, the run status badge, and the
timestamp.

## Verification

- `pnpm check:token-gates` → 3/3 gates clean.
- `pnpm --filter ui typecheck` → passes.
- `pnpm --filter ui exec vitest run
src/pages/AgentDetail.progress.test.ts
src/pages/AgentDetail.instructions.test.tsx` → 10/10 pass.
- Manual (needs a reviewer with a browser): open an agent detail page →
Dashboard tab.
- For a live issue-execution run: the heading reads `Live Run · <run
code>` and opens the run detail page; the row shows the task status
icon, slug, and title and opens the task detail page.
- For a pure timer heartbeat with no task: the row falls back to run
code + source chip and opens the run detail page. No blank row.
  - Confirm both states in light and dark mode.

## Risks

Low risk. The change is presentational and scoped to one component. The
task lookup is defensive: it reads the context snapshot with a fallback
key and only renders the task row when the issue is present in the
already-loaded assigned-issue set, so an unknown or missing issue
degrades to the previous run-detail behavior rather than breaking.

## Model Used

- Provider: Anthropic (Claude).
- Model: claude-opus-4-8 (Opus 4.8).
- Context window: 200K.
- Reasoning mode: extended thinking, tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
canary/v2026.807.0-canary.6
2026-08-06 23:18:32 -07:00
Nicky LeachandPaperclip 4e76227f12 feat(plugin-daytona): stream session command logs behind useLogStream (#11021)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sandbox provider plugins let agents run commands in remote
environments.
> - The Daytona provider polls the exit code while it waits for command
logs.
> - Polling delays log delivery and does not support long-lived streamed
commands.
> - This pull request adds an opt-in Daytona log stream with one
reconnect and a poll fallback.
> - The benefit is faster log delivery while the existing default path
stays unchanged.

## Linked Issues or Issue Description

Refs: #10941

**Subsystem affected**

packages/plugins — sandbox provider plugins.

**Problem or motivation**

The Daytona provider polls the command exit code every 50 milliseconds
while it waits for logs. This delays output and does not support a
long-lived streamed command.

**Proposed solution**

Add the `useLogStream` provider option. Stream stdout and stderr from
the Daytona callback log form, read the exit code after the stream ends,
retry the read with bounded backoff, and fall back to the existing poll
path after a disconnect.

**Alternatives considered**

Keep polling for all commands. This keeps the current behavior but does
not provide timely logs or a path for long-lived commands.

**Roadmap alignment**

This supports the roadmap item for cloud and sandbox agents, including
Daytona.

## What Changed

- Add the opt-in `useLogStream` option with a default of `false`.
- Stream stdout and stderr from the Daytona callback log form.
- Drop replayed log prefixes by delivered byte offset after reconnect.
- Retry once after disconnect, then use the existing poll path.
- Read the exit code once after a successful stream and retry when the
code is not ready.
- Add tests for ordered output, exit-code reads, disconnect fallback,
and reconnect replay handling.

## Verification

- Run `node_modules/.bin/vitest run --config
packages/plugins/sandbox-providers/daytona/vitest.config.ts
packages/plugins/sandbox-providers/daytona/src/plugin.test.ts`.
- Confirm that the full Daytona plugin test project passes with 127
tests.
- Confirm that the changed files type-check against Daytona SDK 0.203.0
types.
- Review the PR against parent PR #10941 before it reaches `master`.

## Risks

- The stream path changes behavior only when `useLogStream` is `true`.
- A stream failure can add one reconnect attempt before the existing
poll fallback.
- The stream path has no command deadline because it supports long-lived
commands.
- No endpoint, stored data, telemetry shape, authentication rule, or
result shape changes.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution. The context window and
reasoning mode are not exposed by this run.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.807.0-canary.5
2026-08-06 22:56:21 -07:00
DottaandPaperclip 9485ffea70 fix(config): preserve env files during managed updates (#10980)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The CLI and server both update Paperclip values in `.env` files
> - The server preserved operator content, but the CLI rebuilt the
complete file
> - A CLI rerun could remove comments, custom values, ordering, and
newline style
> - Both paths need one editor with one value encoding and duplicate key
policy
> - The final integration also needs one regression test across the
related setup and sync safety mechanisms
> - This pull request moves the editor to the shared package and adds
cross-cutting rerun-survival coverage
> - The benefit is safe setup and worktree repair reruns that preserve
operator edits

## Linked Issues or Issue Description

**What happened?**

The CLI rebuilt the complete `.env` file when it wrote a managed
Paperclip value. This action removed comments, blank lines, custom keys,
original quoting, and the original newline style.

**Expected behavior**

Paperclip must update only the managed assignments. It must preserve all
unrelated bytes. It must skip the file replacement when all managed
values are current.

**Steps to reproduce**

1. Add comments, custom keys, quoted values, and CRLF newlines to the
Paperclip `.env` file.
2. Run a CLI path that calls the agent JWT secret setup.
3. Observe that the old writer replaces the complete file.

**Paperclip version or commit**

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

Related public context: Refs #437.

## What Changed

- Add one shared line-preserving `.env` editor for the CLI and server.
- Define minimal and JSON value encodings in the shared helper.
- Update every stale duplicate of a managed key and preserve current
duplicate encodings.
- Preserve comments, ordering, blank lines, unknown keys, export
prefixes, trailing comments, and newline style.
- Write changed files through a same-directory temporary file and atomic
rename.
- Limit CLI updates to non-empty `PAPERCLIP_*` entries.
- Skip the write when all managed values are current.
- Add shared, CLI, and server regression coverage.
- Refresh the branch after the related config, sandbox, and skill safety
changes landed.
- Add a cross-cutting integration test for config, env-file,
managed-sandbox, and managed-instructions rerun survival.

## Verification

- `pnpm exec vitest run packages/shared/src/env-file.test.ts
packages/shared/src/config-schema.test.ts
cli/src/__tests__/agent-jwt-env.test.ts
cli/src/__tests__/config-store.test.ts
server/src/__tests__/config-file.test.ts
server/src/__tests__/worktree-config.test.ts` passes 39 tests.
- `pnpm exec vitest run
server/src/__tests__/rerun-survival.integration.test.ts` passes 4 tests.
- `pnpm -r typecheck` passes on the previous head. GitHub CI reruns it
on the refreshed head.
- The previous head passed the complete general, serialized, workspace,
and E2E matrix. GitHub CI reruns that matrix on the refreshed head.
- `pnpm build` passes on the previous head. GitHub CI reruns it on the
refreshed head.

## Risks

- Low risk. The production change only affects managed `.env`
assignments.
- Existing managed assignments can keep their original quoting when
their decoded values are current.
- Changed CLI values keep the prior minimal encoding policy. Changed
server values keep the prior JSON encoding policy.
- Duplicate managed assignments now follow one explicit rule: Paperclip
updates each stale occurrence.
- The master refresh had one import-block conflict. The resolution keeps
both the config merge imports and the env-file imports.
- The added integration file is test-only. It has no database, API, or
UI contract effect.

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

## Model Used

OpenAI Codex from the GPT-5 family produced this change with reasoning,
tool use, and code execution. The runtime did not expose the exact model
ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 00:54:43 -05:00
DottaandPaperclip 5da382fd59 feat(skills): require explicit merge modes (#10978)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can select company skills and synchronize them to adapter
runtimes
> - The skill sync API replaced the complete selection without an
explicit destructive choice
> - Company package import also replaced conflicting skills by default
> - These defaults could remove operator edits during setup and import
reruns
> - This pull request adds explicit assignment merge modes and safe
package conflict handling
> - The benefit is that reruns preserve operator work unless the caller
explicitly requests replacement

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves agent skill synchronization and company package
import.

**Subsystem affected**

This is a cross-cutting change across the shared contracts, server, CLI,
and UI.

**Current behavior**

Agent skill synchronization replaces the full desired skill set from a
modeless request. Package import replaces a conflicting skill when the
caller does not select a conflict mode.

**Proposed behavior**

Agent skill synchronization requires `add`, `remove`, or `replace`.
Package import skips conflicts by default. Each imported skill reports
whether it was created, renamed, replaced, or skipped.

**Reason and benefit**

Setup and import reruns must preserve operator edits by default.
Explicit destructive modes make data loss less likely and make each
outcome inspectable.

**Breaking changes**

Callers of the agent skill sync API must now send `mode`. Callers that
need the former behavior must send `replace`. Package import now uses
`skip` when `onConflict` is absent.

## What Changed

- Added required `add`, `remove`, and `replace` modes to the shared
agent skill sync contract.
- Added actionable `422` validation for missing or invalid modes.
- Updated first-party UI and CLI callers with explicit modes.
- Changed package skill conflict handling to use `skip` by default.
- Kept plugin-owned and built-in stock skill imports on explicit
`replace`.
- Added created, renamed, replaced, and skipped results to company
imports.
- Added regression coverage for merge modes and package conflict
outcomes.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run:serialized` (128 suites passed)
- `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed)
- Focused agent skill route, company skill service, portability, CLI,
and UI tests passed.
- GitHub CI passed build, typecheck, canary, all general and serialized
test shards, all browser shards, policy, security, and final
verification on commit `2cfbb3e4c5`.
- Greptile reviewed the latest commit at 5/5 with zero unresolved
threads.

## Risks

- This change intentionally rejects modeless agent skill sync requests.
- The safe package default can leave an existing skill unchanged where
the old default overwrote it.
- All first-party callers now select a mode. Regression tests cover each
outcome.

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

## Model Used

- OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic
reasoning, tool use, code execution, and repository editing. The runtime
did not expose the context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.807.0-canary.4
2026-08-07 00:42:08 -05:00
DottaandPaperclip f6c6452b25 fix(server): preserve managed environment drift on boot (#10979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip creates a managed sandbox environment for each company
during boot
> - Operators can change environment fields after Paperclip creates the
environment
> - The boot reconciler replaced those changes without checking for
drift
> - This pull request adds stock hashes and transactional drift
reconciliation
> - The benefit is that Paperclip can update untouched stock fields
without losing operator work

## Linked Issues or Issue Description

**What happened?**

The managed sandbox boot reconciler rewrote the stock description,
configuration, metadata, and status on every start. It did not detect
operator changes first. A restart could therefore remove an operator's
changes.

**Expected behavior**

Paperclip must preserve operator changes by default. It must update an
untouched stock environment when Paperclip ships new stock values. It
must perform each row update and stock-hash update atomically.

**Steps to reproduce**

1. Start Paperclip and let it create the managed sandbox environment.
2. Change one Paperclip-owned stock field on that environment.
3. Restart Paperclip.
4. Observe that the previous reconciler replaced the change.

**Paperclip version or commit**

This bug reproduces on `master` before this change.

**Deployment mode**

Local development and self-hosted server boot are affected.

## What Changed

- Add a shared deterministic stock-hash and drift classifier for
built-in resources.
- Track the managed sandbox stock hash with the company-scoped built-in
resource binding.
- Reconcile the environment and its stock metadata in one transaction
with a row lock.
- Preserve operator-modified and unmanaged rows and report their skipped
update state.
- Use archive ownership tokens so provider recovery reactivates only
Paperclip-archived rows and preserves later operator archive decisions.
- Keep operator-owned environment variables and unrelated metadata out
of the stock fingerprint.
- Add activity records for managed environment creation, updates,
skipped drift, tracking initialization, and archive changes.
- Add regression tests for current stock, available stock updates,
operator drift, unmanaged rows, archive and reactivation, user-owned
fields, and concurrent reconciliation.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run --
--mode serialized` (128 suites passed)
- Repository general server, UI, CLI, shared, skills catalog, database,
adapter, plugin SDK, and plugin creator projects passed. Two
embedded-Postgres tests exceeded the host's five-second default under
the aggregate run and passed in the complete database project with
`--testTimeout=20000`. One timing-sensitive sandbox stream test passed
on its focused retry.
- Focused managed-environment unit and integration coverage passed: 49
tests across the drift classifier, boot report, and environment service
suites.

## Risks

- The main risk is an incorrect ownership boundary in the stock
fingerprint. The fingerprint includes only Paperclip-owned stock fields.
Tests confirm that environment variables and unrelated metadata survive
reconciliation.
- Concurrent reconciliation could otherwise overwrite a late operator
edit. The implementation locks the environment row and updates the row
and hash binding in one transaction. A concurrency test covers this
path.
- There is no schema migration. Existing managed rows initialize
tracking without replacing their current values.

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 00:41:42 -05:00
DottaandPaperclip 35132af161 fix(config): preserve extensions and guard invalid repairs (#11005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI and server share a JSON configuration contract for local
installations and worktrees.
> - Existing config writes removed extension keys because Zod stripped
unknown object properties.
> - Invalid config files could also be replaced with defaults before an
operator preserved the original bytes.
> - Configuration updates must preserve operator edits and must not
rewrite files when the effective value is unchanged.
> - This pull request adds extension-preserving merges, guarded
invalid-config repair, atomic writes, and focused regression tests.
> - The benefit is safe setup and configuration reruns without data loss
or unnecessary mtime changes.

## Linked Issues or Issue Description

**What happened?**

Known-field updates through the CLI or server removed unknown top-level
and nested config keys. Non-interactive configure and onboard paths
could replace a present but invalid config with defaults.

**Expected behavior**

Writers preserve extension keys, skip semantic no-op writes, and require
explicit interactive confirmation before an invalid config is replaced.
Repair preserves an exact collision-safe backup first.

**Steps to reproduce**

1. Add an unknown top-level key and an unknown nested provider key to
`config.json`.
2. Update a known field through the CLI or worktree config writer.
3. Observe that the extension keys are removed on the base branch.
4. Write invalid JSON and run configure or onboard without an
interactive terminal.
5. Observe that the original file can be replaced without a durable
invalid-file backup on the base branch.

**Paperclip version or commit**

`master` at the pull request base commit.

## What Changed

- Accept unknown properties at each extensible config object boundary
while keeping every known field validated.
- Merge known-field updates into the parsed source config and preserve
only unknown extension data.
- Warn about near-match key names without deleting or changing them.
- Skip writes when the effective config is unchanged, which keeps file
mtimes stable.
- Write config changes through a temporary file, file sync, rename, and
directory sync.
- Distinguish a missing config from an invalid config in configure and
onboard.
- Back up invalid bytes as `config.json.invalid-N` and verify the source
still matches that backup before repair.
- Require interactive repair confirmation and reject non-interactive
replacement with an actionable message.
- Document the config preservation and repair behavior.

## Verification

- `pnpm exec vitest run packages/shared/src/config-schema.test.ts
cli/src/__tests__/config-store.test.ts
cli/src/__tests__/configure-repair.test.ts
cli/src/__tests__/configure.test.ts cli/src/__tests__/onboard.test.ts
server/src/__tests__/config-file.test.ts
server/src/__tests__/worktree-config.test.ts`
- `pnpm -r typecheck`
- `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= VITEST_MAX_WORKERS=1 pnpm
test:run`
- `pnpm build`
- Confirm all pull request checks are green on the latest commit.
- Confirm Greptile reports 5/5 with no unresolved comments.

## Risks

- Passthrough keeps misspelled keys. Near-match warnings make this
visible without destructive cleanup.
- Merge behavior must distinguish unknown extension keys from optional
known keys. Schema-aware regression tests cover preservation and
known-key deletion.
- Repair must not overwrite bytes that changed after backup. The writer
compares the current source with the selected backup before atomic
replacement.
- The change does not alter database schema, company scoping, or
activity logging.

> 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 model family. The exact deployment model ID and
context window are not exposed. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 00:41:19 -05:00
Nicky LeachandPaperclip 9ace548fd2 feat(observability): rename sandbox provider spans and add run-time wrapper spans (#10999)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip uses adapter and sandbox code to start agents and run
sandbox work
> - The current sandbox spans use mixed names and do not group related
run-time work
> - Mixed names make traces harder to read and compare across providers
> - This pull request renames provider spans, adds run-time wrapper
spans, and keeps the host allowlist closed
> - The benefit is clearer traces with the same sandbox behavior and
trust boundary

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves OpenTelemetry span names and grouping for sandbox startup,
execution, callback relay, and agent session work.

**Subsystem affected**

Cross-cutting (multiple of the above): adapter utilities, sandbox
providers, shared telemetry documentation, and server instrumentation.

**Current behavior**

Sandbox provider spans use mixed names. Related run-time operations
expose inner `sandbox.exec` spans without a named wrapper span. The host
mapper uses a closed allowlist for provider span names.

**Proposed behavior**

Use descriptive provider-scoped span names. Add wrapper spans for agent
session input, agent session output polling, and callback relay. Keep
the host mapper allowlist closed and map unknown names to `other`.

**Reason and benefit**

Clear names make traces easier to read and reduce ambiguity during
sandbox operation analysis. Wrapper spans show the full operation while
preserving the inner execution spans.

**Breaking changes**

None. This change updates telemetry span names and grouping only. It
does not change sandbox behavior, endpoint behavior, or the host trust
boundary.

**Additional context**

Related prior work:
[#10758](https://github.com/paperclipai/paperclip/pull/10758).

## What Changed

- Rename Daytona provider sync and session spans with descriptive
provider-scoped names.
- Add three run-time wrapper spans for agent session input, output
polling, and callback relay.
- Add a shared span runner that preserves no-op behavior without a real
tracer.
- Keep the host mapper allowlist closed and map unknown names to
`other`.
- Update telemetry documentation and span-name tests.

## Verification

- Focused adapter-utils span tests pass for startup timing, callback
relay, and sandbox execution.
- Focused Daytona plugin span tests pass for renamed leaf spans and
session open or close spans.
- Focused server tests pass for host mapping and instrumentation.
- The stacked diff contains one commit on top of
`feat/daytona-persistent-session-model`.

## Risks

- Span names change for existing telemetry consumers.
- The wrapper spans add trace structure but do not change sandbox
execution.
- The host mapper keeps the existing closed allowlist and `other`
bucket.

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

## Model Used

OpenAI GPT-5 (Codex agent); exact deployment revision and context window
are not exposed in this run; tool use and 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)
- [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] 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>
canary/v2026.807.0-canary.3
2026-08-06 22:31:15 -07:00
Dotta 8a62e9727c docs: revise paperclip runner architecture spec 2026-08-07 04:34:03 +00:00
03cfad7ceb feat(apps): connect Notion through MCP OAuth (#11009)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents governed access to external tools.
> - The Apps gallery lists Notion, but the server required manually
configured OAuth credentials.
> - Notion's hosted MCP server supports OAuth discovery and dynamic
client registration.
> - Notion also requires HTTPS or a loopback HTTP redirect URI.
> - This pull request adds a direct Notion MCP OAuth path with PKCE and
reusable dynamic clients.
> - It also adds the current Apps UI states for connect and
reauthorization.
> - The benefit is a secure Notion connection with no manual client
credential setup.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Apps gallery, Apps connect route, OAuth token lifecycle, and managed
MCP gateway.

**Subsystem affected**

`server/`, `packages/shared/`, `scripts/`, and `ui/`.

**Current behavior**

The Notion gallery cards are disabled. The server uses the classic
Notion OAuth endpoints and requires operator-supplied client
credentials. It does not register an OAuth client from provider
metadata. Concurrent refreshes can also replay a rotating refresh token.

**Proposed behavior**

Enable the Notion Apps flow. Discover OAuth metadata from
`https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591
client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize
refreshes, store each rotated refresh token before the new access token
can be used, and show a reconnect state for `invalid_grant`.

**Reason and benefit**

Operators can connect the built-in Notion MCP app without creating or
copying OAuth credentials. Paperclip keeps dynamic clients and rotating
tokens in the company secret store.

**Breaking changes**

None. Explicit environment client credentials still take priority.
Existing Slack and Linear OAuth endpoint hints remain unchanged. Other
OAuth apps remain disabled unless they are allowlisted.

**Additional context**

PR #10910 is a related, broader Connections v3 wizard replacement. This
PR is the focused current Apps flow. The MCP Tool Gateway and Connected
Apps items in `ROADMAP.md` cover this planned capability.

## What Changed

- Classify all 20 reviewed Notion MCP tools with provider-scoped read
and write defaults.
- Require approval for selected Notion mutations, including move,
duplicate, and convert actions that generic verb matching missed.
- Preserve company-scoped connection and catalog resolution for Notion
profiles and policies.
- Add RFC 7591 dynamic client registration with
`token_endpoint_auth_method=none` and mandatory PKCE.
- Store the dynamic client ID on the connection and store any returned
client secret in the company secret store.
- Reuse the registered client for later connects and keep explicit
environment credentials as the first choice.
- Discover protected-resource and authorization-server metadata from the
Notion MCP endpoint.
- Add `redirectConstraints: "https-or-loopback-http"` to the generated
Notion app definition and shared contract.
- Reject non-loopback plain HTTP callbacks before network access with a
TLS setup error.
- Serialize client registration and token refresh operations within the
server process.
- Store a rotated refresh token before publishing the refreshed access
token.
- Treat `invalid_grant` as terminal and move the connection to a clear
reauthorization state.
- Add focused coverage for registration reuse, callback constraints,
refresh rotation, and terminal grants.
- Enable the Notion Apps route and add connect, redirect, success,
error, and reconnect UI states.
- Keep non-allowlisted OAuth apps blocked and cover the UI policy with
regression tests.

## Verification

- The focused Notion policy integration test passed with embedded
PostgreSQL.
- The focused 20-tool classification test passed.
- The server typecheck passed on the governance head.
- `pnpm -r typecheck` passed on the rebased head.
- `pnpm --filter @paperclipai/server typecheck` passed after the
security follow-up.
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
-t \u0027DCR|refresh tokens|invalid_grant|abandoned lease\u0027` passed
10 focused security tests.
- `pnpm build` passed on the rebased head.
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
-t 'OAuth|oauth'` passed 14 tests.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts`
passed 5 tests.
- The complete server group passed 3,686 tests with 4 skipped.
- The complete UI group passed 3,656 tests.
- The full local runner found one environment-only CLI failure because
this agent runtime injects static AWS credentials into a test that
expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u
AWS_SECRET_ACCESS_KEY pnpm exec vitest run
cli/src/__tests__/secrets.test.ts` passed all 8 tests.
- The prior UI verification passed 55 focused tests, `pnpm
check:token-gates`, the Storybook build, and review of six 1440 x 1000
screenshots.
- OAuth request sequence: protected-resource metadata `GET
https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`;
authorization metadata `GET
https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic
registration `POST https://mcp.notion.com/register`; authorization `GET
https://mcp.notion.com/authorize`; token exchange and refresh `POST
https://mcp.notion.com/token`; MCP traffic `POST
https://mcp.notion.com/mcp`.
- The live metadata and registration probe confirmed that Notion accepts
HTTPS and loopback HTTP redirects. It rejects a plain HTTP private
hostname.
- A later QA task owns the full browser consent and managed gateway
tool-list dry run against a configured HTTPS deployment.

## Risks

- Notion can add tools. Unrecognized names use the generic classifier,
and new or changed risky tools stay quarantined after connection
activation.
- A deployment that uses a private non-loopback hostname must configure
HTTPS before it can connect Notion.
- Dynamic registration creates a provider-side client. Paperclip reuses
it because registration does not provide a standard delete operation.
- Refresh coordination uses a database CAS lease across service
instances. An unclean crash leaves an uncertain lease and requires
reconnect instead of risking refresh-token replay.
- The current Apps surface overlaps with PR #10910. Merge order can
require a small conflict resolution if that PR lands first.

> 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 on a GPT-5 runtime. The exact deployment ID and context
window are not exposed. The runtime used reasoning, repository tools,
code execution, and network tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
canary/v2026.807.0-canary.2
2026-08-06 22:18:08 -05:00
Dotta 220c0db0df docs: add paperclip runner spike spec 2026-08-07 01:56:01 +00:00
scotttongandClaude Opus 4.8 ea83c5c822 feat(task-chat): bring back copy/👍/👎 actions on the agent bubble footer (#11025)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task view shows a threaded conversation between the user and the
agent, with agent replies rendered as bubbles that carry a "✓ Worked · N
tools" summary line.
> - The conference-room chat already offers per-message copy and
thumbs-up / thumbs-down feedback, but the redesigned task thread dropped
these controls from the agent bubble footer.
> - Users lose a quick way to copy an agent reply or send feedback on
it, and the redesign silently ignored the feedback-vote props it was
already given.
> - This pull request prepends a copy · thumbs-up · thumbs-down cluster
to the bubble summary line and wires the existing feedback-vote props
through.
> - The benefit is a consistent feedback surface across both chat views,
with no new API.

## Linked Issues or Issue Description

No public GitHub issue exists for this change; the underlying issue is
described inline below following the feature template
(`.github/ISSUE_TEMPLATE/feature_request.yml`).

#### Problem or motivation

The redesigned task thread renders each agent reply with a "✓ Worked · N
tools · <timestamp>" summary line, but it dropped the copy and thumbs-up
/ thumbs-down controls that the conference-room chat still shows. Users
can no longer copy an agent reply or vote feedback from the task thread.
The redesign component already received `feedbackVotes` and `onVote`
props but ignored them.

#### Proposed solution

Prepend a copy · 👍 · 👎 cluster to the summary line, leading the
always-visible timestamp, reusing the shared `IssueChatFeedbackButtons`
so both chat views speak the same feedback language. Anchor the cluster
to the turn's summary row (a sibling of the expandable tool-history
fold) so it stays on the summary line whether the tool history is
collapsed or expanded.

#### Alternatives considered

Placing the cluster inside the expandable fold — rejected because
expanding the tool history then re-centered the actions to the middle of
the tall fold.

#### Roadmap alignment

UI polish to the task thread; no core-roadmap overlap.

## What Changed

- Add `TaskChatBubbleActions`: a copy · thumbs-up · thumbs-down cluster
built on the shared `IssueChatFeedbackButtons`.
- Render the cluster on the agent bubble's "✓ Worked · …" summary line,
leading the timestamp; runless agent replies get the same cluster with
the timestamp trailing. Human and system bubbles are unchanged.
- Add a `leading` slot to `TaskChatTurn` so the actions sit on the
summary row, a sibling of the tool-history fold, and stay anchored when
the fold expands.
- Wire the redesign to the `feedbackVotes` / `onVote` props it already
received.
- Add a demo binding in the `TaskChatLab` dev harness.

## Verification

- `pnpm check:token-gates` — 3/3 gates CLEAN.
- `pnpm typecheck` — clean across all packages.
- `cd ui && pnpm vitest run
src/components/task-chat/TaskChatBubble.test.tsx
src/components/task-chat/TaskChatTurn.test.tsx` — 31/31 pass.
- Manual: open a task thread, confirm the copy / 👍 / 👎 cluster shows on
the agent bubble summary line before the timestamp, copy works, votes
toggle, and the cluster stays on the summary line when the tool history
is expanded.

Visual change: snapshot baselines are intentionally not updated, per the
`doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

Low risk. UI-only change scoped to the redesigned task-chat bubble
footer. It reuses an existing shared feedback component and existing
vote props; no API, schema, or server change. Human and system bubbles
are untouched.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, tool use.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
canary/v2026.807.0-canary.1
2026-08-06 18:26:44 -07:00
Nicky LeachandPaperclip cfed36ea6b feat(plugin-daytona): persistent session model with plain command dispatch (#10941)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies
> - One core subsystem runs agent work inside sandboxes
> - The Daytona provider uses that path to run user commands
> - The current one-shot model does not keep a shell alive across
commands
> - This pull request adds an opt-in persistent session model for
Daytona
> - The benefit is faster command dispatch with the same sandbox
boundaries

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting. This change touches `packages/adapters`, provider tests,
span names, and sandbox command behavior.

### Problem or motivation

The Daytona provider needs a persistent shell for repeated command
dispatch.
The old advisory wrapper path does not reach that goal.
It also adds cost and removes the session speed gain.

### Proposed solution

Add a `useSessions` driver flag.
Keep it off by default.
Open one Daytona session per lease when the flag is on.
Send each user command into that session.
Read stdout and stderr from the session logs endpoint.
Run each command in a subshell so `exit` does not stop the shell.
Remove the advisory `bwrap` wrapper path and its lease metadata.
Add session setup and teardown spans.
Keep a hard delete on teardown.

### Alternatives considered

Keep the advisory `bwrap` wrapper.
That path does not give a real persistent session.
It also keeps extra command overhead.
Keep a one-shot fallback for user commands.
That would weaken the session model and hide a missing session case.

### Roadmap alignment

This work fits the `Cloud / Sandbox agents` milestone in `ROADMAP.md`.
It also supports the control plane goal of safe remote sandbox
execution.

### Additional context

The handoff verification reported `tsc --noEmit` clean and 119 Daytona
unit tests passing.
The handoff also reported a clean host span allowlist test and five
expected commits on the branch.
The security review gate remains required before merge.

## What Changed

- Added an opt-in persistent session model for the Daytona sandbox
provider.
- Routed user commands through `executeSessionCommand` when sessions are
enabled.
- Removed the advisory `bwrap` command wrapper path and the lease
metadata it used.
- Added session lifecycle spans and span allowlist coverage.
- Documented the leak bound in `DIRECTORY-CONSTRAINT-FINDINGS.md`.

## Verification

- `tsc --noEmit` clean for the Daytona plugin, per handoff verification.
- Daytona unit suite passes, with 119 tests, per handoff verification.
- Host span allowlist test passes, per handoff verification.

## Risks

- Persistent sessions can leak if teardown fails.
- Session logs must keep stdout and stderr separate.
- The flag stays off by default to limit rollout risk.

## Model Used

OpenAI GPT-5, Codex, tool use enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.807.0-canary.0
2026-08-06 17:38:00 -07:00
d84c5eae7a feat(ui): hide task priority from the UI (keep data model) (#11024)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks and issues carry a `priority` field that renders across many
product surfaces: the detail header, the Triage properties panel, Kanban
and thread cards, the New Task composer, list Sort/Group/Filter menus,
search filters, and the dashboard chart.
> - Product feedback found the priority level adds visual noise and
decision cost without clear value in day-to-day task flow.
> - We want to remove priority from the interface, but keep the data
model, API, validation, and search DSL fully intact so the choice is
reversible with no migration.
> - This pull request hides every priority indicator and control behind
one compile-time flag, `SHOW_TASK_PRIORITY_UI`, set to `false`.
> - The benefit is a calmer, simpler UI now, with a single-boolean
revive path and zero data loss.

## Linked Issues or Issue Description

<!-- No public GitHub issue exists. Describing in-PR per the feature
template. -->

**Subsystem affected**
The web UI (`ui/src`): issue detail, properties panel, Kanban/thread
cards, New Task dialog, issues list Sort/Group/Filter menus, search
filter bar/sheet, dashboard charts, and the design-guide showcase.

**Problem or motivation**
The task/issue priority level appears across many surfaces and adds
visual clutter and decision overhead without pulling its weight in
normal task flow. We want it gone from the interface without discarding
the underlying data or breaking anything that depends on it.

**Proposed solution**
Add a single compile-time UI flag, `SHOW_TASK_PRIORITY_UI` (default
`false`), and gate every priority indicator and control behind it. Leave
the data model, API params, Zod validation (including the `"medium"`
default), and the search filter DSL untouched. Reviving priority is a
one-line flip of the flag back to `true`.

**Alternatives considered**
Deleting the priority code and schema outright. Rejected: it is
irreversible, needs a data migration, and throws away a field the API
and search still support. A gated flag keeps the change reversible and
low risk.

**Roadmap alignment**
UI simplification. This is a presentation-only change; it does not alter
core agent or data behavior.

## What Changed

- Added `ui/src/lib/ui-flags.ts` exporting `SHOW_TASK_PRIORITY_UI:
boolean = false` (typed `boolean` so gated branches are not flagged as
dead code).
- Gated the priority row in the Triage properties panel and the editable
priority control in the issue detail header (plus its skeleton seed).
- Gated the per-card priority icon in `KanbanBoard` and in
`IssueThreadInteractionCard`.
- Hid the priority chip and the mobile "more" menu priority section in
the New Task dialog. The submit path still sends the `"medium"` default.
- Removed the Priority options from the issues list Sort and Group-by
menus; the comparator and grouping logic stay dormant.
- Hid the Priority sections in the issue filters popover and in the
search filter bar and sheet. The `priority:` search DSL and filter state
stay functional at the data layer.
- Suppressed active-filter priority pills for consistency.
- Gated the "Tasks by Priority" dashboard chart and the design-guide
priority showcase subsection.
- Left activity-feed "changed priority" history text intact as a
historical record.
- Updated call-site tests to assert priority UI is absent while the flag
is off, added focused hidden-surface tests, and added a test that proves
creating a task still persists `priority: "medium"`.

## Verification

- `pnpm check:token-gates` — all 3 gates clean.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/ui exec vitest run` on the touched
surfaces (IssueProperties, IssueFiltersPopover, IssuesList,
NewIssueDialog, IssueDetail, PriorityIcon and its interaction test) —
all green under `TZ=UTC`.
- Manual: with the flag off, priority does not appear in the detail
header, Triage panel, New Task composer, Sort/Group/Filter menus, or the
dashboard chart. Creating a task still persists `priority: "medium"`,
and the `priority:` search token still filters at the data layer.

## Risks

Low risk. The change is presentation-only and additive: no data model,
API, validation, or search-DSL changes. The priority code paths remain
compiled and tested; flipping `SHOW_TASK_PRIORITY_UI` to `true` restores
the full UI. Visual snapshot baselines are intentionally not updated per
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, with tool use / code execution in an agentic coding
harness.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change 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
- [ ] 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>
canary/v2026.806.0-canary.10
2026-08-06 16:19:22 -07:00
Devin Foley 75acc4650f feat(sandbox-providers): pre-fill environment form with default sizing and image values (#11004)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent runs execute inside sandbox environments. Sandbox provider
plugins (Daytona, Modal, exe.dev, and others) declare a JSON-Schema
`configSchema`. The Environment configuration form renders from that
schema.
> - The sizing and image fields open empty. Users must guess working
values. The Modal form cannot submit at all until the user types an app
name and an image by hand.
> - The form renderer already pre-fills every field that declares a
JSON-Schema `default`. The manifests do not use this mechanism for
sizing or image fields.
> - This pull request adds optional `default` values to the Daytona,
Modal, and exe.dev manifest schemas.
> - The benefit is a form that opens with known-good values. Users can
create a working environment without provider research.

## Linked Issues or Issue Description

**Current behavior**

The Environment configuration form opens with empty sizing and image
fields for the Daytona, Modal, and exe.dev sandbox providers. Users must
find working values in provider documentation. Modal declares `appName`
and `image` as required with no default, so the form blocks submission
until the user invents both values.

**Proposed behavior**

The provider manifests declare JSON-Schema `default` values. The
existing form renderer pre-fills them:

- Daytona: CPU `4`, memory `4` GiB, disk `10` GiB, image
`daytonaio/sandbox:0.8.0`
- exe.dev: CPU `4`, memory `4GB`, disk `20GB`
- Modal: app name `paperclip`, image `node:22`

Secret-ref fields (API keys, tokens) get no defaults on purpose. The
form persists a raw string in a secret-ref field as a company secret on
save. A placeholder default would become a stored secret with a bogus
value. Each plugin test suite now guards this invariant.

**Reason and benefit**

New users can create a working sandbox environment without guessing. The
defaults stay optional: users can clear or change every value, and the
schema marks no new field as required. The Modal image default `node:22`
satisfies the sandbox runtime contract in `SANDBOX-REQUIREMENTS.md`
(`node`, `sh`, and `tar` on PATH).

**Subsystem affected**

Sandbox provider plugins (`packages/plugins/sandbox-providers/*`):
environment driver `configSchema` manifests.

**Breaking changes**

None. Defaults only seed the create-mode form. Saved environments keep
their stored config. E2B, Novita, Cloudflare, and Kubernetes manifests
do not change: E2B and Novita already default to their base templates,
and the Cloudflare bridge and Kubernetes cluster fields have no sensible
universal value.

## What Changed

- Add `default` values for `cpu`, `memory`, `disk`, and `image` in the
Daytona manifest. Trim the memory description to match.
- Add `default` values for `cpu`, `memory`, and `disk` in the exe.dev
manifest.
- Add `default` values for `appName` and `image` in the Modal manifest.
Extend the image description with the runtime-contract rationale.
- Add manifest tests in all three plugins: defaults match expected
values, defaults satisfy their own schema constraints, and no secret-ref
field declares a default.
- Bump plugin versions: daytona and modal `0.1.0` → `0.1.1`, exe-dev
`0.1.1` → `0.1.2`.

## Verification

- Run `pnpm test` in `packages/plugins/sandbox-providers/daytona`,
`.../modal`, and `.../exe-dev`. The new `* manifest form defaults`
suites pass.
- Run `./node_modules/.bin/tsc --noEmit` in each of the three packages.
Typecheck passes.
- Manual: rebuild the plugins (`pnpm build` in each package), let the
plugin dev-watcher refresh the manifest, then open Environments → New
environment. The Daytona form shows CPU 4, Memory 4, Disk 10, and image
`daytonaio/sandbox:0.8.0`. The Modal form shows `paperclip` and
`node:22`. The API key fields stay empty.
- Verified live on a local instance: the served `configSchema` in the
plugin registry carries the new defaults, and existing environments are
unchanged.

## Risks

- Low risk. The change touches only manifest schema metadata and tests.
No runtime code path changes.
- New environments created with untouched forms now request 4 CPU / 4
GiB / 10 GiB from Daytona instead of provider minimums. This can raise
cost per sandbox for users who previously saved empty fields.
- The Daytona image default pins `daytonaio/sandbox:0.8.0`. The default
needs a manual bump when Daytona ships new sandbox images.

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

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), via the Claude
Code CLI, 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
- [ ] 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
canary/v2026.806.0-canary.8
2026-08-06 12:04:33 -07:00
DottaandPaperclip f258b34bbd fix(ui): unify cloud-managed sign-out (#10994)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip can run as a self-hosted app or as a Cloud-managed tenant.
> - These modes need different sign-out sequences because Cloud owns
three sessions.
> - Several visible controls implemented sign-out separately and could
choose different paths.
> - This pull request adds one Cloud-aware sign-out action and moves
every visible control to it.
> - The benefit is one safe sign-out path in Cloud and unchanged local
sign-out in self-hosted deployments.

## Linked Issues or Issue Description

Refs #2073. That older PR adds a separate company-settings sign-out
surface. This change centralizes the existing account, company, and
instance-settings surfaces and preserves the self-hosted behavior
described there.

**What happened?**

Visible sign-out controls used separate implementations. A Cloud-managed
control could call the app-local sign-out endpoint and open the local
auth page. That path did not enter the Cloud-owned logout sequence for
the tenant, Cloud, and identity sessions.

**Expected behavior**

Every visible sign-out control must use one action. Cloud-managed
instances must navigate the top-level window to the same-origin
`/cloud/logout` route without a local sign-out call first. Authenticated
self-hosted instances must keep the local sign-out API and cache
invalidation behavior.

**Steps to reproduce**

1. Open a Cloud-managed tenant.
2. Use the account menu, company menu, or instance-settings sign-out
control.
3. Observe that independently implemented controls can enter different
sign-out paths.

**Paperclip version or commit**

The problem reproduces at `656ecfa585b31938e2685ffab3db22e794474803`.

**Deployment mode**

Cloud-managed tenant built from source. The regression tests also cover
authenticated self-hosted mode.

## What Changed

- Added `useSignOut` as the shared Cloud-aware sign-out action.
- Navigated Cloud-managed sessions to `/cloud/logout` exactly once
without calling local auth first.
- Preserved local API sign-out and cache invalidation for authenticated
self-hosted sessions.
- Migrated the account menu, company menu, and instance general settings
to the shared action.
- Added focused tests for mode selection, menu closure, pending state,
failure state, and settings behavior.

## Verification

- `pnpm exec vitest run ui/src/hooks/useSignOut.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/SidebarCompanyMenu.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` — 26 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `git diff --check origin/master..HEAD` — passed.

## Risks

- Low risk. The change centralizes existing behavior and adds no schema,
API, telemetry, or style-token changes.
- Cloud mode depends on the existing health decision. Tests pin both
mode branches.
- The change does not alter Fetch Metadata, CSRF, cookie, prefetch, or
return-URL protections owned by the Cloud logout route.

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

## Model Used

- OpenAI Codex, GPT-5. The runtime does not expose a more specific model
ID or context-window size. The agent used high-reasoning mode, shell
tools, and API tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.806.0-canary.9
2026-08-06 12:13:14 -05:00
DottaandClaude Fable 5 52b8741b8e perf(server): cut steady-state DB hot paths in dashboard, attention, and productivity sweeps (#10992)
<!-- ASD-STE100 -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server keeps fleet health with periodic sweeps and shows a
dashboard with run activity
> - The Paperclip instance became slow again after the first round of
recovery-sweep indexes landed
> - Live profiling found four steady-state hot paths that read much more
data than they use
> - This pull request bounds the dashboard recursion, adds the missing
taskKey index, and narrows two wide reads
> - The benefit is a large drop in constant database load and a
responsive server

## Linked Issues or Issue Description

**Describe the bug**
The server becomes slow while agents work. Live query sampling shows
four hot paths:
1. The dashboard run-activity recursive CTE reads every run a company
ever had on each call. One call takes 2.85 seconds. The UI calls it
after almost every fleet event through the dashboard and sidebar-badges
routes.
2. The productivity-review sweep runs each 30 seconds. Its run-scope
filter is `issueId OR taskId OR taskKey` on the run context JSONB. No
index exists for `taskKey`. The planner must detoast every run snapshot
for the agent. One query takes 444 ms and the sweep makes one for each
of ~152 candidate issues.
3. The attention failed-run section selects the full `context_snapshot`
for every run newer than the oldest exhausted run. That fetch moves 29
MB for each feed build.
4. The retention sweep pages the attention feed with a cursor. Each page
makes a full feed rebuild.

**Expected behavior**
Periodic sweeps and dashboard queries read only the data they use, and
use indexes.

**Actual behavior**
The database stays saturated. Users see a slow server.

## What Changed

- `server/src/services/dashboard.ts`: bound both arms of the
`recovered_runs` recursive CTE to the chart window. A retry is always
newer than the run it retries, so the bound cannot change visible chart
data. Live time went from 2,852 ms to 54 ms.
- `packages/db/src/migrations/0210_heartbeat_context_taskkey_index.sql`:
add the `taskKey` expression index that completes the
issueId/taskId/taskKey trio. With all three, the planner uses a
BitmapOr. Live time for the productivity run-scope query went from 444
ms to 1.9 ms.
- `packages/db/src/schema/heartbeat_runs.ts`: mirror the new index in
the Drizzle schema.
- `server/src/services/productivity-review.ts`: select only the seven
run fields the evidence code reads. Before, the query pulled full rows
with `result_json` (up to 43 kB per row, 100 rows per issue).
- `server/src/services/attention.ts`: project `issueId`/`taskId` text
fields instead of the full `context_snapshot` in the failed-run
newer-runs query (29 MB per feed build before).
- `server/src/index.ts`: the retention sweep now builds the attention
feed once per company with `all: true` instead of one full rebuild per
cursor page.
- `packages/db/src/heartbeat-context-snapshot-index-migration.test.ts`:
cover the new index and re-run migration 0210 statements to prove
idempotency.

## Verification

- `pnpm --filter @paperclipai/db typecheck` (includes migration
numbering and safety checks) — pass.
- `npx tsc --noEmit` in `server/` — pass.
- `npx vitest run
packages/db/src/heartbeat-context-snapshot-index-migration.test.ts` —
pass (embedded Postgres, full migration chain, planner assertions,
idempotent re-run of 0209 and 0210).
- `npx vitest run` on attention, dashboard, productivity-review,
decision-retention, issue-blocker-attention, and issue-review-attention
test files — 72/72 pass.
- Live EXPLAIN ANALYZE before/after numbers are in the What Changed
list.

## Risks

- Migration 0210 builds one btree index without CONCURRENTLY inside the
transactional migration runner. The table is not in the large-table
bucket. The 0209 twin built in seconds on a 100k-row live table.
- The CTE bound excludes retry ancestors that are older than the chart
window. Those rows are not visible to the chart query, so chart output
does not change.
- The attention projection changes JSONB scalar handling in one edge
case: a non-string `issueId`/`taskId` value now casts to text instead of
reading as absent. These keys are always strings in practice.
- The retention sweep now holds one full feed in memory per company. The
cursor loop already accumulated all pages into one array, so peak memory
is unchanged.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic, Mythos-class tier, extended
thinking + tool use) via Paperclip agent runtime.

- [x] I searched existing PRs and issues and this change is not a
duplicate.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 11:56:40 -05:00
656ecfa585 fix(server): keep Date fields intact through secret redaction; harden chat notice timestamps (#10984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task chat thread renders issue comments, system notices, and run
transcripts
> - The server routes comment payloads through the run-secret redaction
walker before it sends them
> - The walker rebuilds each object with `Object.entries`, and this
collapses `Date` instances to `{}`
> - The chat renderer then calls `.toISOString()` on an invalid date and
throws, and the thread falls back to the error banner
> - This pull request keeps `Date` instances intact in redacted
responses and makes the renderer safe against bad timestamps
> - The benefit is that task threads with system notices render
correctly again

## Linked Issues or Issue Description

**What happened**

Task threads that contain a system notice showed the banner "Chat
renderer hit an internal state error." in place of the conversation.
This occurred on many tasks.

**Expected behavior**

The thread renders all comments and system notices with correct
timestamps.

**Steps to reproduce**

1. Open a task that has at least one system notice comment (for example
a "Workspace ready" notice).
2. `GET /api/issues/{id}/comments` returns `createdAt: {}` for every
comment because the secret-redaction walker collapses `Date` objects.
3. The system-notice row calls `new Date({}).toISOString()`. This throws
`RangeError: Invalid time value` and trips the thread error boundary.

**Version / deployment**

Regression from #9934 (`e43f187ca`). It applies to all deployments that
include that commit.

## What Changed

- `server/src/services/run-secret-redaction.ts`:
`redactRegisteredSecretValues` now returns `Date` instances as-is. Dates
hold no redactable text, and the `Object.entries` rebuild turned them
into `{}`.
- `ui/src/components/IssueChatThread.tsx`: the system-notice row formats
its timestamp with a new `toValidIsoString` helper. A value that does
not parse as a date now degrades to "no timestamp" instead of a render
crash.
- Regression tests at three layers:
- Walker unit tests: `Date` values survive with and without registered
secret values.
- Route test: `GET /issues/:id/comments` serializes `createdAt` /
`updatedAt` as ISO strings.
- Render test: a system notice with a malformed `createdAt` renders
without the error boundary.

## Verification

- `npx vitest run --root server
src/__tests__/run-secret-redaction.test.ts` — 5 passed.
- `npx vitest run --root server
src/__tests__/issue-comment-redaction.test.ts` — 4 passed (embedded
Postgres route test).
- `cd ui && npx vitest run src/components/IssueChatThread.test.tsx
src/components/IssueChatThreadSystemNotice.test.tsx
src/lib/issue-chat-messages.test.ts` — 121 passed.
- Each new test was run against the unfixed code and failed there, which
confirms it guards the regression.
- A local sweep rendered 47 real issue threads through
`IssueChatThread`: 7 tripped the boundary before the fix, 0 after.

## Risks

- Low risk. The server change only preserves `Date` objects that the
walker destroyed before. String redaction behavior does not change, and
the registry-key stripping does not change.
- The UI change only affects the timestamp of system-notice rows and
omits it when the value is invalid.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session
with tool use (file edits, shell, Vitest). No extended-context or
special reasoning mode.

## Checklist

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

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-06 10:29:07 -05:00
e591e75b8c perf(db): index context_snapshot/payload issueId lookups used by recovery sweeps (#10969)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server runs a recovery sweep every 30 seconds. The sweep makes
sure assigned issues do not stall.
> - The sweep reads the latest heartbeat run for each candidate issue.
It filters `heartbeat_runs` on `context_snapshot ->> 'issueId'`. No
index covers this expression.
> - Each lookup scans ~26k rows and detoasts each row's JSONB context
(~645 ms per query, measured with EXPLAIN ANALYZE). With ~460 candidate
issues, one sweep schedules ~500 seconds of database work every 30
seconds.
> - The database saturates. Users see the whole server as slow.
> - This pull request adds expression indexes so these lookups become
index scans.
> - The benefit is that the recovery sweep drops from ~500 seconds of
database work per tick to milliseconds, and the server becomes
responsive again.

## Linked Issues or Issue Description

**What happened?**

The server became slow for all users. `pg_stat_activity` sampling showed
the same two recovery-sweep queries active continuously (15/15 samples).
Each `getLatestIssueRun` call filtered `heartbeat_runs` on the unindexed
expression `context_snapshot ->> 'issueId'`, scanned ~26k rows, and
detoasted a 2.1 GB TOAST region. `heartbeat_runs` accumulated 10.8
billion sequential tuples read. `hasActiveExecutionPath` also scanned
`agent_wakeup_requests` (1.8M rows) on the unindexed expression `payload
->> 'issueId'`.

**Expected behavior**

Per-issue run lookups in the recovery sweep complete in milliseconds.
The sweep finishes well inside its 30-second interval. Background
maintenance does not degrade interactive latency.

**Steps to reproduce**

1. Run a board with several hundred issues in `todo` / `in_progress` /
`in_review` and a large `heartbeat_runs` table with big
`context_snapshot` payloads.
2. Let the heartbeat scheduler run its 30-second recovery sweep.
3. Observe `pg_stat_activity`: the per-issue `heartbeat_runs` lookups
run continuously; `EXPLAIN ANALYZE` shows a filter on `context_snapshot
->> 'issueId'` removing tens of thousands of rows per call.

**Paperclip version or commit**

master (814cb336)

## What Changed

- Add migration `0209_heartbeat_context_snapshot_indexes.sql` with three
expression indexes:
- `heartbeat_runs (company_id, (context_snapshot ->> 'issueId'),
created_at DESC)`
- `heartbeat_runs (company_id, (context_snapshot ->> 'taskId'),
created_at DESC)`
- `agent_wakeup_requests (company_id, (payload ->> 'issueId'))` — with a
`large-create-index-not-concurrently` safety pragma and justification,
following the migration 0206 precedent.
- Mirror the three indexes in the drizzle schema files
(`heartbeat_runs.ts`, `agent_wakeup_requests.ts`).
- Add `heartbeat-context-snapshot-index-migration.test.ts`. The test
boots a fresh embedded Postgres, applies the full migration chain,
asserts the indexes exist, and asserts with `EXPLAIN` that the planner
selects them for the exact hot query shapes.

## Verification

- `pnpm --filter @paperclipai/db exec tsx
src/check-migration-numbering.ts` passes.
- `pnpm --filter @paperclipai/db exec tsx src/check-migration-safety.ts`
passes.
- `npx vitest run
src/heartbeat-context-snapshot-index-migration.test.ts` passes (fresh
embedded Postgres, full chain 0000→0209, planner uses all three
indexes).
- `npx vitest run src/check-migration-safety.test.ts` passes (25/25).
- `tsc --noEmit` clean for `packages/db`.

## Risks

- The index builds run inside the transactional migration (no
`CONCURRENTLY`). The `heartbeat_runs` build must read its 2.1 GB TOAST
once; expect the migration step to add roughly 1–3 minutes to one deploy
while writes to the two tables wait. This is a one-time cost at startup,
before the server accepts traffic.
- Three new indexes add small write overhead to two hot-write tables.
The read savings are several orders of magnitude larger.
- No query or API behavior changes; the planner simply gains a better
access path.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic), extended thinking, with
tool use (shell, Postgres EXPLAIN/ANALYZE against the live instance for
measurement, vitest for verification).

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-06 10:25:27 -05:00
scotttongandClaude Opus 4.8 2ea22d6cea fix(ui): white text on light-mode user chat bubbles (#10952)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail view shows the conversation as chat bubbles. The
requester's own messages sit in a solid accent-colored bubble.
> - The bubble container sets `text-white`, but the message body renders
through `MarkdownBody`. Tailwind prose tokens (`--tw-prose-body`) win
over the inherited container color.
> - `prose-invert` only lightens the prose text in dark mode. In light
mode the prose body stayed its default dark color, so the text read as
near-black on the blue bubble and was hard to read.
> - This pull request maps the human bubble's prose tokens to the
inherited text color in both themes.
> - The benefit is that the requester's chat text is readable
white-on-blue in light mode, and dark mode stays exactly as it was.

## Linked Issues or Issue Description

<!-- No public GitHub issue exists; described in-PR per the bug report
template. -->

**What happened?**
In light mode, the text inside the user's own chat bubbles in the task
detail view rendered as dark (near-black) on the solid blue accent
background. This made the requester's messages hard to read.

**Expected behavior**
The text inside the user's accent-colored chat bubbles should be white
in light mode, matching the bubble's `text-white` intent. Dark mode
already rendered correctly and should not change.

**Steps to reproduce**
1. Open a chat-style task detail view in light mode.
2. Post a message as the requester (human) so it renders in the solid
blue accent bubble.
3. Observe the body text renders dark on blue instead of white.

**Paperclip version or commit**
Reproduces on `master` (branched from `814cb3367`).

**Agent adapter(s) involved**
Not adapter-specific (core UI bug).

## What Changed

- Add the existing `paperclip-markdown-on-accent` class to the
human-branch `MarkdownBody` in `TaskChatBubble.tsx`. This class (already
used by `IssueChatThread` for the same accent bubble) maps prose
body/heading tokens to `currentColor`, so the text follows the bubble's
`text-white` in both themes.
- Apply the same class to the human-branch `MarkdownBody` in
`TaskChatDescriptionBubble.tsx` (the description-as-first-bubble
surface) for consistency.
- Add unit tests covering that the human accent bubble carries the
on-accent class and the agent/neutral bubbles do not.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN.
- `pnpm --filter ./ui vitest run
src/components/task-chat/TaskChatBubble.test.tsx` → 9/9 passing.
- Manual: in light mode, the requester's chat bubble text renders white
on blue; agent/neutral bubbles unchanged; dark mode unchanged.

This is a visual change. Snapshot baselines are intentionally not
updated, per `doc/design/DECISION-SHEET.md` → "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

Low risk. The change is scoped to the human-branch `MarkdownBody`
className on two chat-bubble components and only remaps prose color
tokens to the inherited text color. Agent and neutral bubbles are
untouched, and dark mode behavior is unchanged.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, ~200K context
window, extended thinking mode, with tool use / code execution.

## Checklist

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

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
canary/v2026.806.0-canary.7
2026-08-06 01:08:04 -07:00
DottaandPaperclip 814cb33676 feat(server): allow agents to resolve review confirmations (#10939)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue reviews use thread confirmations to record explicit verdicts
> - The server allowed users to resolve review confirmations but
rejected all agent actors
> - This one-way rule prevented an eligible agent reviewer from
completing a review
> - The existing review policy already defines which actor can submit a
verdict
> - This pull request applies that policy to agent confirmation verdicts
on writable issues
> - The benefit is a consistent review gate for users and agents with
preserved audit attribution

## Linked Issues or Issue Description

- Builds on: #10931 (merged into master before this PR)
- Refs #8617

## What Changed

- Allow eligible agents to accept or reject pending review confirmations
on issues they can write.
- Allow a creator agent to withdraw its own pending review confirmation
when the review policy permits it.
- Reuse the review verdict policy check for users and agents.
- Require an explicit, same-run review-confirmation binding so unrelated
board-only confirmations stay protected.
- Preserve board-only tool action confirmations and existing user
attribution.
- Add route and service tests for agent accept, reject, withdrawal,
human-only denial, and user attribution.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-execution-policy-routes.test.ts
server/src/__tests__/issue-review-policy.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issue-stalled-review-decision-routes.test.ts` (256
passed after rebasing onto master and the atomic binding fix)
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm -r typecheck`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run`
- `pnpm build`

## Risks

- The change expands who can resolve pending review confirmations. The
existing issue write checks and review policy limit this access.
- Tool action confirmations remain board-only.
- The pull request depends on the review policy helper from #10931,
which is now merged into master.

> 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`.

The roadmap marks Agent Reviews and Approvals as shipped. This pull
request fixes a narrow server behavior gap in that shipped capability.

## Model Used

- OpenAI Codex, model `gpt-5.6-sol`, with reasoning, tool use, and code
execution. The runtime does not expose the context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.806.0-canary.6
2026-08-05 23:40:05 -05:00
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>
canary/v2026.806.0-canary.5
2026-08-05 23:12:41 -05:00
DottaandPaperclip 5b62a3883f feat(settings): add experimental Simplified English Interactions flag (#10934)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask humans for decisions through interaction blocks: plan
confirmations, structured questions, suggested tasks, and checkbox
prompts
> - Each agent writes these decision prompts in its own style, so
operators can get long or unclear text at the exact moment they must
decide
> - There is no instance-level control that makes agents use a
controlled language for these decision points only
> - This pull request adds an experimental setting that tells agents to
write all user-interaction content in ASD-STE100 Simplified Technical
English, with the context the user needs and the effect of each choice
> - The benefit is faster, clearer human decisions, with agent thinking
and normal responses unchanged

## Linked Issues or Issue Description

Refs #10410 (optional `/simplified-english` skill in the skills catalog;
this PR adds the instance-level toggle for interactions).

**Problem or motivation**

Agent-posted user interactions (plan confirmations, structured
questions, suggested-task proposals, checkbox prompts) are written in
each agent's default style. Operators who want fast, unambiguous
decisions have no way to ask agents to use a controlled language for
exactly those decision points.

**Proposed solution**

Add an experimental instance setting,
`enableSimplifiedEnglishInteractions` ("Simplified English
Interactions"). When it is on, the server sets
`simplifiedEnglishInteractions: true` in the heartbeat wake payload. The
shared wake-prompt renderer, used by every adapter, then emits a
directive: write all user-interaction content in ASD-STE100 Simplified
Technical English, state what information the user needs to decide, and
state what happens for each choice. The directive applies to interaction
content only. Thinking, comments, documents, and other responses keep
their usual style.

**Alternatives considered**

Per-agent instructions work today, but someone must maintain them on
every agent. An instance-level toggle applies uniformly and turns off in
one place. Server-side rewriting of interaction payloads was rejected:
post-hoc translation is lossy and cannot add the decision context that
only the agent has.

**Roadmap alignment**

Extends the experimental settings surface with another opt-in
agent-behavior refinement, consistent with existing prompt-side flags.

## What Changed

- Added `enableSimplifiedEnglishInteractions` to the experimental
instance-settings zod schema, mirror type, and feature catalog (default
off, tier preference) in `packages/shared`.
- Server `instance-settings.ts` normalizes the flag on both read
branches; `heartbeat.ts` reads it once and passes
`simplifiedEnglishInteractions` into `buildPaperclipWakePayload`.
- Shared adapter renderer
(`packages/adapter-utils/src/server-utils.ts`): added the field to
`PaperclipWakePayload`, normalization, and an `- interaction language
(experimental): ...` directive emitted in both fresh and resume prompt
lanes, so one injection point covers all adapters.
- UI: new experimental settings card "Simplified English Interactions"
in `ui/src/pages/InstanceExperimentalSettings.tsx`, in alphabetical card
order; fixtures updated.
- Tests: renderer coverage for flag on/off in both lanes, plus
schema/catalog/UI fixture updates.

## Verification

- From the repo root: `node_modules/.bin/vitest run
packages/adapter-utils` (88/88), `packages/shared` validators (25/25),
server instance-settings + heartbeat suites (47/47 and 70/70 consumer
tests), `ui` settings tests (32/32).
- Typecheck is clean in all four touched packages.
- Manual check: turn the flag on in Settings → Experimental, wake an
agent, and confirm the wake prompt contains the interaction-language
directive; turn it off and confirm the directive is absent.

## Risks

- Low risk: the flag defaults to off, and the only behavior change is
one extra directive line in the wake prompt when an operator turns it
on.
- The directive is advisory to the agent; models can still deviate from
STE. No data or API shape changes; no migration.

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking, agentic tool use via Claude Agent SDK.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
canary/v2026.806.0-canary.4
2026-08-05 21:50:41 -05:00
e43f187cad feat(secrets): add human-approved secret proposals (#9934)
## Thinking Path

> - Paperclip is the control plane people use to manage AI-agent
companies.
> - Agents can encounter credentials during work.
> - Directly creating live secrets or bindings would bypass human
governance.
> - Proposal records must remain inert and separate from live secret
resolution until an authorized human approves them.
> - Approval must reuse the existing secret-create and protected
agent-config write paths.
> - This pull request adds the propose, review, approve, and reject
lifecycle.
> - The benefit is that agents can safely hand credentials into
Paperclip without exposing plaintext or gaining authority to activate
them.

## Linked Issues or Issue Description

Follow-on to #9921, which established run-bound agent secret access.

**Problem / motivation:**

Agents can receive credentials during work. There is no governed way for
them to propose a credential or binding without exposing plaintext in
work artifacts or immediately creating live access.

**Proposed solution:**

Store agent-authored proposals outside live secret tables. Encrypt each
proposed value and register exact-value redaction when Paperclip
receives it. Require an authorized human to approve or reject each
proposal. Approval executes through the normal write paths as the human
approver. Binding proposals can target only the proposer or its downward
reporting chain under the restrictive V1 policy.

**Alternatives considered:**

We rejected live secrets with a `proposed` status. That design would put
untrusted rows in resolver, list, and sync paths. It would also allow
uniqueness squatting. We rejected direct agent binding writes because a
binding is an agent-config write and must keep the existing human
permission gate.

**Roadmap alignment:**

This change extends the run-bound agent secret-access foundation in
#9921 with a governed proposal workflow.

## Security Verdict

Q0 SecEng verdict: **PASS-with-required-changes**. The review accepted
the separate proposal-table design and required the implementation to:

- fail closed unless both encryption and exact-value run redaction
registration succeed;
- scrub ciphertext idempotently on reject, withdraw, and expiry, with
audit-visible state;
- treat agent justification as hostile input and foreground action,
target, provenance, and approver permissions;
- snapshot and re-check the target agent plus reports-to chain at
approval to prevent org-chart laundering;
- make cascade approval atomic and fail closed if either secret creation
or binding authorization fails;
- deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources
consistently; and
- execute approval through the normal human secret/config write paths,
including protected-change gates.

Those requirements are implemented and covered by focused service,
route, and UI tests. Residual V1 risk remains the accepted 14-day
encrypted retention window. Proposal-time redaction also cannot clean a
value that leaked before the propose call.

## What Changed

- Added `company_secret_proposals`, migration `0207`, shared proposal
contracts, and a state-machine service for create, approve, reject,
withdraw, cascade, expiry, and ciphertext scrubbing.
- Added run-bound agent proposal routes and board review routes. The
routes derive provenance from authentication and enforce source
restrictions, company isolation, chain-of-command checks,
approval-as-approver, wake-on-resolution, and dual audit trails.
- Added durable per-run exact-value redaction registration so proposal
values remain redacted on later read surfaces.
- Added the Secrets **Proposals** tab and agent configuration **Proposed
access** rows. The UI shows fingerprint and length only. It also frames
agent justification as untrusted input, runs permission preflight,
supports approve and reject actions, and confirms cascades.
- Updated OpenAPI, agent skill guidance, API reference documentation,
and focused server and UI regression coverage.
- Rebased the branch onto current `master` and renumbered the proposal
migration after `0206`.

## QA Acceptance Results

Q5 QA verdict: **PASS — 9/9 acceptance criteria met**, with one Minor
non-blocking follow-up.

- **AC1:** proposed values never echo, never appear in live
lists/resolvers, and expose only fingerprint + length to board
reviewers.
- **AC2:** restrictive `self_and_reports` matrix passes: self/downward
allowed; upward/lateral denied.
- **AC3:** secret approval uses the normal create path, honors rename
overrides, records proposer/approver provenance, and scrubs ciphertext.
- **AC4:** approved bindings materialize and resolve through the target
agent's runtime list/fetch routes.
- **AC5:** pending-secret bindings require cascade; cascade succeeds
atomically and permission failures leave nothing applied.
- **AC6:** reject, withdraw, dependent rejection, and expiry paths scrub
ciphertext and preserve reasons/audit state.
- **AC7:** token/source and approver denial matrix passes through live
checks plus focused route tests.
- **AC8:** proposal lifecycle events and reused
`secret.created`/config-write events form the required dual audit trail;
origin-issue notification and wake are queued.
- **AC9:** both review surfaces render and execute correctly; UI
approval materializes the binding.

QA also confirmed zero plaintext occurrences for all exercised proposal
values in server logs. The single finding is that the company-level
`bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the
restrictive `self_and_reports` policy. The matrix is correct and the
follow-up is tracked separately, so QA classified it as non-blocking.

## Verification

- Focused server proposal and redaction suite: 83 tests pass.
- Focused proposal review UI suite: 54 tests pass.
- Embedded-Postgres migration reapply test: 1 test passes with the
documented 30-second timeout.
- `pnpm --filter @paperclipai/db typecheck` passes, including migration
numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` passes.
- `pnpm --filter @paperclipai/ui typecheck` passes.
- `pnpm check:token-gates` passes with all gates clean.
- Q5 exercised the complete propose, review, approve, bind, and
runtime-resolve flow over real HTTP, JWT, and database paths. It
verified 9/9 acceptance criteria.

## Risks

- Proposal ciphertext is retained encrypted for up to 14 days while
pending. Terminal-state and expiry scrub paths reduce but do not remove
server-compromise risk during that window.
- The V1 target policy is restrictive but not yet company-configurable.
A separate follow-up owns that change.
- A new migration can require another renumber if another migration
lands before maintainers merge this pull request.

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

## Model Used

- OpenAI Codex coding agent. The exact runtime model ID and
context-window size are not exposed. The agent used reasoning,
repository editing, terminal execution, Paperclip API, and GitHub CLI
capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its
commit trailers.

## 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 or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 21:49:40 -05:00
scotttongandClaude Opus 4.8 f950952de7 fix: reliably show plans in the Plan pane and restore sticky plan confirmation CTAs (#10930)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat-style tasks show an agent's plan in a dedicated "Plan" pane,
and a plan confirmation lets the user accept or request changes to that
plan
> - When an agent asked for confirmation but never actually published
the plan document (it only wrote the plan in a comment or a question),
the Plan pane rendered empty, and the confirmation call-to-action that
used to sit pinned at the bottom of the pane had disappeared
> - A user asked to confirm a plan they cannot see, with no visible CTA,
is stuck — the feature silently fails
> - This pull request closes the gap on both sides: it prevents plan
confirmations that don't point at a real, latest plan revision, it
teaches agents to publish the plan document before confirming, and it
restores the sticky confirmation action bar and an explanatory empty
state so the pane never goes silently blank
> - The benefit is that when a plan is expected, it reliably shows up in
the right pane with reachable accept/revise actions

## Linked Issues or Issue Description

<!-- No public GitHub issue exists; describing in-PR per the bug
template. -->

**Bug report**

- **What happened:** A task in planning mode could present a plan
confirmation while the Plan pane stayed empty (no plan document
rendered), and the plan-card confirmation CTAs that were previously
pinned to the bottom of the Plan pane no longer appeared.
- **Expected behavior:** When a plan is expected, the plan document
appears in the Plan pane; when a plan is genuinely missing, the pane
explains why rather than showing nothing; and the accept/request-changes
CTAs stay visible and reachable while the plan scrolls.
- **Steps to reproduce:** Put a task in planning mode with the
chat-style task view enabled, have an agent create a plan confirmation
without first publishing the `plan` document, and open the Plan tab —
the pane is blank and the confirmation actions are missing.
- **Deployment mode:** Local dev and self-hosted; UI + server.

Related PR (not a duplicate): #9609 "Pin pending confirmations by
composer" pins confirmations in a different surface (the composer); this
PR restores the Plans-pane action bar and the server/agent guarantees
behind it.

## What Changed

- **Server:** Reject a `request_confirmation` whose target is a plan
document unless a plan document exists and the target points at its
*latest* revision, so a confirmation can never reference a plan the pane
cannot render (`readPlanTarget` is now exported for reuse).
- **Agent instructions:** The CEO and default agent instruction bundles
now spell out a plan-publish contract — publish the `plan` document,
re-`GET` it and capture `latestRevisionId`, then create the confirmation
targeting that revision; never present a plan only in a thread comment
or via `ask_user_questions`.
- **UI — sticky CTAs:** Restore the plan confirmation action bar pinned
to the bottom of the Plans tab so accept/revise stay reachable while the
plan scrolls.
- **UI — diagnostics:** Keep the Plan tab visible whenever an issue is
in planning mode (even before a plan document exists) and show an empty
state explaining why the pane is empty instead of rendering nothing.
- **UI — annotations:** Add a `panelPlacement="inline"` mode so the
plan-document annotation panel renders in document flow instead of as a
floating side panel when hosted in the narrow task properties pane.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN
- `pnpm typecheck` → clean (all packages)
- UI: `pnpm --filter @paperclipai/ui exec vitest run
src/components/issue-properties/IssuePlanConfirmationActionBar.test.tsx
src/components/IssueProperties.test.tsx
src/components/IssueDocumentAnnotations.test.tsx` → 69 passed
- Server: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-thread-interaction-routes.test.ts
src/__tests__/agent-skills-routes.test.ts` → 60 passed
- Manual: with a planning-mode task, the Plan tab stays visible, shows
the plan document (or a diagnostic empty state), and the confirmation
CTAs stay pinned at the bottom.

Visual note: snapshot baselines are intentionally not updated — per
`doc/design/DECISION-SHEET.md` "Per-change snapshot verification demoted
to dormant (Jul 13 2026)". The `storybook-visual` label is intentionally
not added.

## Risks

Low-to-moderate. The server change adds a validation gate on
plan-document confirmations: an interaction that targets a stale or
nonexistent plan revision is now rejected with a 422 instead of being
created. This is the intended guarantee, but any caller that relied on
creating such confirmations will now need to publish the plan document
first (which the updated agent instructions cover). UI changes are
additive to the Plans tab and gated by the existing chat-style-task
experimental flag.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, with tool use (file editing, shell, test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-08-05 19:32:07 -07:00
scotttongandClaude Opus 4.8 dc71fef6bf feat(ui): show task identifier in task-detail breadcrumb header (#10933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail page shows a breadcrumb header with the task status
glyph and the task title.
> - The breadcrumb did not show the task identifier, so a reader could
not name the task without opening extra context.
> - Agents and people refer to tasks by identifier, so the identifier
belongs next to the title.
> - This pull request renders the task identifier in the breadcrumb
header, between the status glyph and the title.
> - The benefit is faster reference: a reader sees the task key and the
title together at the top of the page.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task detail breadcrumb header. It shows the status glyph and the
task title, but not the task identifier.

**Subsystem affected**
Web UI — the breadcrumb bar on the task detail page
(`ui/src/components/BreadcrumbBar.tsx`,
`ui/src/context/BreadcrumbContext.tsx`, `ui/src/pages/IssueDetail.tsx`).

**Current behavior**
The breadcrumb header renders the status glyph and then the task title.
The task identifier does not appear in the header.

**Proposed behavior**
The breadcrumb header renders the task identifier between the status
glyph and the title. The identifier uses gray monospace styling from
design tokens (`font-mono text-muted-foreground`).

**Reason and benefit**
A reader can name and reference the task from the header without opening
more context. The identifier and the title appear together.

**Breaking changes**
None. The identifier field is optional. Crumbs without an identifier
render as before.

## What Changed

- Add an optional `identifier` field to the `Breadcrumb` type and
include it in the `breadcrumbsEqual` comparison so an identifier change
triggers a fresh render.
- Add a `CrumbIdentifier` helper in `BreadcrumbBar` that renders the
identifier in gray monospace (`font-mono text-muted-foreground`), placed
after the leading status glyph in each crumb variant.
- Wire the issue identifier onto the task crumb in `IssueDetail`.
- Add unit tests that cover the identifier field in `breadcrumbsEqual`
(fresh render on change, no-op on identical value).

## Verification

- `pnpm check:token-gates` → 3/3 gates CLEAN (color literals, arbitrary
bracket values, raw font-size).
- `pnpm --filter @paperclipai/ui exec vitest run
src/context/BreadcrumbContext.test.tsx` → 4/4 tests pass.
- `pnpm typecheck` → the four changed files typecheck clean.
- Manual: open a task detail page. The breadcrumb header shows the
status glyph, then the task identifier in gray monospace, then the
title.

Visual change. Snapshot baselines are intentionally not updated, per
`doc/design/DECISION-SHEET.md` → "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

Low risk. The change is additive and the identifier field is optional.
It touches only the breadcrumb header rendering and the equality check.
No data model or API change.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, tool use enabled.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
canary/v2026.806.0-canary.3
2026-08-05 19:14:51 -07:00
DottaandPaperclip ac3b2e1d7a fix(ui): use cloud logout for managed sign-out (#10937)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip supports self-hosted and Cloud-managed authenticated
deployments
> - A Cloud-managed tenant uses the Cloud harness to own the full
browser session
> - The account menu treated every authenticated deployment as Cloud and
called the local sign-out API first
> - This pull request uses the existing Cloud health metadata as the
mode gate
> - Cloud-managed sign-out now starts the harness logout round trip with
a top-level navigation
> - Self-hosted authenticated sign-out keeps the existing local API flow
> - The benefit is a complete Cloud logout without changing self-hosted
behavior

## Linked Issues or Issue Description

Related prior work: Refs #10802.

**What happened?**

The account menu called the app-local sign-out endpoint before it moved
an authenticated browser to the Cloud logout route. It also used
authenticated deployment mode as the Cloud test. This test included
self-hosted authenticated instances.

**Expected behavior**

A Cloud-managed tenant must navigate the top-level browser directly to
`/cloud/logout`. A self-hosted authenticated instance must keep the
app-local sign-out flow.

**Steps to reproduce**

1. Open a Cloud-managed tenant.
2. Open the account menu.
3. Select **Sign out**.
4. Observe that the browser returns through the tenant auth route
instead of completing the Cloud logout round trip.

**Paperclip version or commit**

Reproduced on `master` after `76f442040c`.

**Deployment mode**

Paperclip Cloud-managed authenticated deployment.

## What Changed

- Read the existing Cloud instance metadata in the account menu.
- Navigate directly to `/cloud/logout` for Cloud-managed instances
without calling the local sign-out API.
- Keep the local sign-out API and cache refresh for self-hosted
authenticated instances.
- Add regression coverage for both sides of the mode gate.

## Verification

- `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`

## Risks

- Low risk. The change is limited to the account-menu action.
- The Cloud branch depends on the existing `health.cloud` metadata that
already gates other Cloud UI behavior.
- The self-hosted regression test verifies that authenticated mode alone
does not select the Cloud route.

> 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 provided agentic reasoning,
repository tools, shell execution, and test execution. The exact
internal model ID and context window are not exposed to the agent.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.806.0-canary.2
2026-08-05 21:14:11 -05:00
Nicky LeachandPaperclip f5e9ca3e89 fix(adapters): keep user-scoped env bindings on the agent Test action (#10926)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The agent Test action builds adapter config from the form.
> - The build-config parser kept plain and secret_ref bindings.
> - It dropped user_secret_ref bindings on the create path.
> - This PR shares one parser that keeps every binding shape.
> - The test path now sends the same env binding set that a real run
sees.
> - The benefit is one fix across every adapter build-config path.

## Linked Issues or Issue Description

**What happened?**
The agent Test action dropped a user-scoped env binding in create mode.
The same agent config worked in a real run. Related public PRs: #10115,
#9321, #9921, #8825.

**Expected behavior**
The Test action should keep user-scoped env bindings and resolve them
like a real run.

**Steps to reproduce**
1. Set a user-scoped env binding on an agent config form.
2. Run Test in create mode.
3. The probe runs without the variable.

**Paperclip version or commit**
c09d2509e3

**Deployment mode**
Local dev (pnpm dev)

**Agent adapter(s) involved**
Not adapter-specific (core bug)

**Database mode**
Embedded PGlite (default — DATABASE_URL unset)

**Additional context**
This change is not Claude-specific.

## What Changed

- Added a shared env binding parser in `@paperclipai/adapter-utils`.
- Replaced the eight adapter build-config copies with the shared helper.
- Kept `plain`, `secret_ref`, and `user_secret_ref` bindings intact in
create mode and edit mode.
- Preserved the runtime merge behavior from the earlier env merge
change.

## Verification

- Author-recorded test run:
`packages/adapter-utils/src/env-bindings.test.ts`
- Author-recorded test run:
`packages/adapters/claude-local/src/ui/build-config.test.ts`
- Author-recorded test run: six adapter build-config test files
- Author-recorded typecheck: `tsc --noEmit` for adapter-utils and the
eight adapter packages
- GitHub checks: all required PR checks pass on PR #10926.
- Greptile review: 5/5 with no open comments.

## Risks

- The change touches adapter config assembly.
- A wrong binding shape would change test-time probe input.
- Tests cover the binding types and the create-mode path.

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

## Model Used

OpenAI GPT-5, code execution and repo inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.806.0-canary.1
2026-08-05 17:18:41 -07:00