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 DottaandPaperclip
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6c1a75da49 |
feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents access to external services. > - AgentMail needs both a saved key and an inbox assigned to the agent. > - Chat requests offered a setup link instead of an inline card and could treat a saved key as complete. > - Inbox setup also hid address conflicts behind a generic server error and a separate review step. > - This pull request makes AgentMail a default connection, adds the inline card, reduces setup to two steps, and shows conflicts beside the address. > - Shared native dropdown styles also give every caret a consistent inset. ## Linked Issues or Issue Description **What happened?** AgentMail requests in chat did not show a usable inline connection card. Manual setup required extra screens, ignored saved account keys, and could trap new-address setup in a locked inbox dropdown. Agent selectors omitted the avatar from the selected value. A taken address could produce an HTTP 403 from AgentMail and appear as an internal server error. Native dropdown arrows also touched the right edge of their fields. **Expected behavior** Make AgentMail available as a default connection. Ask for the API key inline, with a direct link to its provider page. Default human access to the company and agent access to the requesting agent. Resume the agent only after an assigned inbox is active. Manual setup should ask for an agent and email address, then finish. Address checks should run as the user types. Taken addresses should show clickable alternatives. A domain dropdown beside the name should prefer a verified custom domain. Setup should suggest authorized saved AgentMail keys and show agent avatars in the picker and selected value. **Steps to reproduce** 1. Ask an agent to connect AgentMail when it has no assigned inbox. 2. Check that an inline API-key card appears and links to the provider's API-key page. 3. Open AgentMail setup, choose an agent, and request an address that is already taken. 4. Correct the inline error, refresh, and finish setup with the same request ID. 5. Inspect native dropdown carets in light, dark, disabled, and right-to-left states. Uses the bounded provider-error parser merged in #14768. Related work: #13256 introduced AgentMail; #14725 expanded connection search. ## What Changed - Stop recurring email queries for tasks that have no email thread. Share the query between the thread provider and activity view. Keep email-task updates and invalidation-based discovery. - Make AgentMail available without the experimental chat setting. Keep the catalog, setup and management routes, agent Channels tab, task email feed, receiving worker, and agent tools available by default. Other experimental chat providers stay gated. - Make the email address and copy icon a single clickable action with the shared Copied! confirmation. Add View inbox linking directly to the matching AgentMail console inbox, with the address encoded as one URL path segment. - Reorganize inbox Settings around the copyable email address, usage instructions, and receiving status. Move reconnect credentials into a disclosure and separate the Disconnect action. Add production Settings stories for active, paused, unassigned-address, revoked, webhook, long-address, mobile, and reconnect states. Show repair controls when the inbox has an error. Keep usage instructions tied to an active inbox with an address. - Add AgentMail channel intents and an inline key field with the direct API-key URL. - Keep setup and retry state tied to the interaction. Require an active inbox for completion. Preserve company and agent access checks. - Reduce manual setup to agent selection and email selection. Put the domain dropdown beside the address and default to a verified custom domain. Preserve explicit choices across reloads. Keep receiving settings under Advanced options. - Check the initial address and edits after a 350 ms pause. Abort superseded requests and ignore stale responses. Show clickable suggestions and retain known creation conflicts across reloads. - Add a company-scoped, manager-only address check using the saved credential. Search the visible inbox list instead of fetching an uncreated inbox: live AgentMail retains negative lookups that can break subsequent access-key creation. Unlisted addresses remain unknown; creation is authoritative. - Suggest labeled saved AgentMail keys in both manual setup and the inline card. Filter by company, provider, active credential, and current-user grants on the server. Prefer an account key and preserve the selected key or an explicit new-key choice across refresh. Use verified scope metadata and bounded concurrent checks for legacy keys. Never return secret values. - Catch an inbox-only key before the email step. Allow its existing inbox only after an explicit choice. Recover old locked drafts at the key picker. Save the replacement key before retiring an empty draft, then use a new setup URL so refresh preserves the switched account; stop if cleanup fails. Preserve already allocated addresses and their original accounts. - Use the shared AgentSelect in email setup. Show the canonical agent avatar in each option and the selected value, including other consumers of the shared component. Add regression coverage for legacy and current Lucide agent-mention icon formats. - Start each catalog Add connection with a fresh setup identity. Honor Finish setup's exact draft/account/address instead of resuming an unrelated browser draft. Return Cancel and Done to Connectors and Email settings to the inbox. Group the task/thread explanation in a How it Works card. - Route AgentMail catalog removal through the email inbox control API, including unfinished drafts. Refresh both the catalog and inbox views. - Render each inbox management tab separately. Access uses the saved account grants and agent controls; Conversations and Activity use the shared persisted email feed. Activity lifecycle actions use the email API. Reconnect returns to inbox Settings. Conversation failures show a retry instead of a false empty state. Email delivery recovery stays in the task. - Map documented provider address conflicts to a field error. Preserve actionable messages for other failures. - Preserve non-secret draft fields across refresh, scoped to the requested agent. Never save API keys in browser storage. Resume partial inbox creation with the original agent, address, and request ID. - Show an already-created address with explicit retry and new-address recovery instead of locked inputs. Preserve the original inbox and resumable draft when choosing another address. Distinguish runtime-key 404 errors and log safe provider status/operation/code. - Apply final agent access once within email setup authorization for a new account whose original installs are unchanged. Preserve later permission edits and reused account installs. Support in-place retry of progress loading. - Let a failed inline setup change keys after retiring an empty draft. Persist its replacement setup identity without storing secrets. Recover a server-saved account when refresh interrupts the save response, while preserving intentional account changes. - Render the production setup in Storybook and add error, recovery, and mobile states. - Inset native select carets in shared CSS. Preserve custom icons, listboxes, keyboard behavior, and forced-color controls. - Add browser regression coverage and an AgentMail Product E2E case with persisted-state and rendered-card evidence. ## Verification - Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `git diff --check` passed after the default-availability change. - All 485 focused tests passed. These cover setup, management, catalog and route gates, connection intents, email authorization, Cursor execution, and the OpenAPI contract. All 39 email integration tests run with the experimental chat setting off. - The shared polling change passed four behavioral tests, UI typecheck and build, and token gates. - `tests/e2e/agentmail.spec.ts` passed with the actual server setting off. This full-stack browser test uses simulated provider responses. It covers catalog entry, saved keys, editable address and domain controls, creation, conflicts, retry, all management tabs, clipboard feedback, the provider link, and task email rendering. - In the live local browser, Add connection reached the editable email step with the saved account key. The verified custom domain was selected by default. Both domain choices worked. The existing inbox Settings page remained available. Both active inboxes completed new mail checks with the setting off. No new provider inbox or email message was created for this pass. - Earlier live provider acceptance covered creation on a verified custom domain, Finish connecting on the reported draft, successful mail checks after refresh, and catalog removal of disposable draft and active connections. Clicking the email address copied the exact address and showed Copied!. View inbox opened the same inbox in AgentMail’s console. No email messages were sent. - Production setup and Settings Storybook builds and interactions passed. Settings states include active, paused, unassigned, revoked, webhook, long-address, mobile, and reconnect. Receiving and revoked-access stories had zero accessibility violations. - Full local `pnpm test:run` on an earlier revision completed with 14,709 passing, 87 skipped, and four transient failures. All four failed cases passed in focused reruns without product changes. That serial full local command was not repeated after each follow-up. The latest-head full CI suite is the final test gate. - CI found an obsolete browser assertion that hid every channel when the flag was off. Updated it to keep AgentMail and the Channels surface visible while preserving the GitHub chat route gates. All 11 provider browser tests passed locally after scoping the Channels selector to the agent sidebar. Two initial local attempts stopped at temporary Postgres initialization. The passing run used a separate disposable database on the existing local Postgres server; it was removed after the test. - Updated the remaining sidebar and aggregator discovery assertions for default AgentMail availability. Ordinary task fixtures now return no email thread. All 128 sidebar/task-page tests and all 42 aggregator tests passed locally. - Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI passed, with 54 successful checks including Snyk and two intentional Storybook skips. The CI run is https://github.com/paperclipai/paperclip/actions/runs/37020833647. A fresh Greptile review scored 5/5 with no unresolved threads. Live model evaluations and inbound/outbound email delivery were not run. ## Risks - AgentMail no longer needs experimental opt-in. Setup still requires a human to connect an account and assign an inbox. Inline setup creates an inbox after a human submits a new or saved key. Company access, agent access, inbox assignment, and completion checks remain enforced. - AgentMail read APIs cannot prove global address availability. The visible-list check is bounded to 100 entries and cannot see inboxes outside the key’s scope. The UI reports this limitation, suggests alternatives without claiming they are free, and keeps final creation conflicts inline. Lookup outages show an error without preventing the authoritative creation attempt. - Native select CSS affects the whole app. Custom-icon selects and multi-row lists are excluded. Forced-color mode keeps the browser caret. - Saved-key discovery uses stored verified scope metadata and checks authorized legacy credentials concurrently within a shared three-second deadline. Provider outages mark legacy choices unavailable; users can still enter another key. Final use rechecks authorization and provider access. - No database migration or transport default change. Live connection remains the default. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The exact served model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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d6fa1fd1ef |
feat(ui): streamline account menu profile access and add Invite shortcut (#14480)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Humans work in teams, so Paperclip has a multi-user system with logins, profiles, and a company sidebar. > - The account menu in the lower-left corner of the sidebar is the main entry point for a user's own settings. > - The account menu spent half of its rows on "View profile" and "Edit profile". Users open these rows rarely. > - The account menu had no fast path to invite a new member. The invite flow is different on a self-hosted instance and on Paperclip Cloud. > - This pull request removes the two profile rows, makes the header a link to the profile, adds an "Edit profile" button on the profile page, and adds an "Invite" row. > - The benefit is a shorter account menu that keeps profile access and gives users with the invite permission a one-click path to invite people. ## Linked Issues or Issue Description No public GitHub issue exists for this change. The description below follows the enhancement template. Refs #14060. That earlier pull request holds the first two commits and the first Greptile review. It closed when the branch got a new name to remove an internal ticket id. All Greptile findings from both reviews are fixed in this branch. **What existing behavior does this improve?** The account menu in the sidebar (`SidebarAccountMenu` and its `.production` variant) and the user profile page at `/u/:userSlug`. **Subsystem affected** ui/ — React + Vite board UI **Current behavior** The account menu shows the user's picture and name at the top. Below them, the menu shows "View profile" and "Edit profile" rows, then the other rows. The header is not a link. The menu has no row to invite people. On a self-hosted instance, the user must open Company settings, then Members, then the Invites tab. On Paperclip Cloud, the user must open the Members page and use the Cloud People link there. **Proposed behavior** The account menu does not show "View profile" or "Edit profile". The picture and name at the top of the menu are a link to the user's own profile page. The profile page shows an "Edit profile" button when the viewer looks at their own profile. The account menu shows an "Invite" row with the same `UserPlus` icon as the company menu. On a self-hosted instance, the row opens the Members page on the Invites tab, and shows only to boards that hold the `users:invite` grant (company owners and admins, instance admins, and local boards). On Paperclip Cloud, the row opens the People settings for the current stack, and shows only to the owner or admin of the stack, the same rule the Members page uses. **Reason and benefit** Users open their profile rarely, but the two rows took half of the menu. Inviting people is a common task, but it needed three clicks and a different path on Cloud. The new menu is shorter, keeps profile access in one tap on the header, and gives one "Invite" entry point on both hosting modes to the users who can invite. **Breaking changes** None. Routes, API responses, and settings keys do not change. The profile page and the invite pages keep their current URLs. ## What Changed - `SidebarAccountMenu.tsx` and `SidebarAccountMenu.production.tsx`: remove the "View profile" and "Edit profile" rows. Make the picture and name header a link to the user's profile. Add the "Invite" row after "Settings" in the streamlined menu and first in the production menu. - Header structure: `master` added a staging commit SHA link under the email in the same header. The profile link is now a stretched overlay behind the header content, so the SHA anchor sits beside the email and the header has no nested anchors. - `ui/src/lib/userProfileLinks.ts` (new): build the profile path from the user id first. The profile endpoint treats the id as the one unique slug, so two members with the same display name get different links. Name and email are a fallback only when the session has no id. - `ui/src/hooks/useCloudInviteUrl.ts` (new): read the Cloud stack portfolio and return the People settings URL only when the current stack role is owner or admin. This is the same rule as the Members page. - `ui/src/hooks/useCompanyInviteAccess.ts` (new): read the current board access snapshot and report whether the board may invite people to the selected company on a self-hosted instance. Local boards and instance admins pass. Other boards need an active owner or admin membership, the roles that carry `users:invite`. This follows the same client-side gate pattern as `ToolsAdminGate` and the run ledger. The server stays authoritative. - Invite row visibility: the row is hidden when the operator hides `company.members` or `company.invites`, and until the health check resolves. On self-hosted instances, the row is hidden until the board access snapshot loads and when the board cannot invite. On Cloud, the row is hidden when no People URL can be built. The in-app Invites tab is never a fallback on Cloud, because it drives a different flow. - `ui/src/pages/UserProfile.tsx`: add an "Edit profile" button that links to `/company/settings/instance/profile`. The button shows only on the viewer's own profile and follows the `instance.profile` hidden-settings gate. - Tests: extend `SidebarAccountMenu.test.tsx`; add `userProfileLinks.test.ts`, `UserProfile.test.tsx`, and `useCompanyInviteAccess.test.ts`. - No documentation references the removed menu rows, so no docs change is needed. ## Verification Run the focused tests from the `ui/` directory: ```bash pnpm vitest run src/components/SidebarAccountMenu.test.tsx src/hooks/useCompanyInviteAccess.test.ts src/lib/userProfileLinks.test.ts src/pages/UserProfile.test.tsx ``` - 52 tests pass in these four files. They cover the header link by user id, the removed rows, the header overlay with no nested anchors, the self-hosted invite target, the self-hosted permission gate (owner, admin, instance admin, and local board see the row; an operator does not, on both menu variants), the Cloud invite target with no `target="_blank"`, the menu order, the hidden-settings gate on both variants, the Cloud role gate (a plain member sees no row), the no-fallback rule when Cloud stack metadata is missing, the staging commit SHA link from `master`, and the own-profile-only "Edit profile" button. - `tsc -b` in `ui/` reports no errors in the changed files. The only errors are pre-existing `@paperclipai/plugin-sdk/ui` resolution errors in `PluginOrganizationSwitcher.tsx` from an unbuilt workspace package. Manual steps: 1. Sign in and open the account menu in the lower-left corner. Confirm the menu has no "View profile" or "Edit profile" rows. 2. Click your picture or name at the top of the menu. Confirm your profile page opens and shows an "Edit profile" button. 3. Open another user's profile. Confirm the page shows no "Edit profile" button. 4. On a self-hosted instance, as a company owner or admin, click "Invite". Confirm the Members page opens on the Invites tab. As an operator or viewer, confirm the menu shows no "Invite" row. 5. On Paperclip Cloud, as a stack owner or admin, click "Invite". Confirm the Cloud People settings page opens in the same tab. As a plain member, confirm the menu shows no "Invite" row. ## Risks - Low risk. The change is limited to the UI and touches ten files. - Users who know the "View profile" and "Edit profile" rows must learn the new header link. The header has hover and focus styles to show that it is a link. - On self-hosted instances, the "Invite" row depends on the board access snapshot from `/cli-auth/me`, which other gates in the UI already use. A member with a custom `users:invite` grant but an operator or viewer role does not see the row. That member can still use the Members page. The row is a shortcut, not the only path. - On Paperclip Cloud, the "Invite" row depends on the stack portfolio query. When that query fails or the role is unknown, the menu hides the row instead of sending the user to the wrong flow. - Both menu variants change together, so a behavior difference between them is not expected. ## Model Used - Provider: Anthropic. Model: Claude Fable 5.1 (`claude-fable-5-1`). - Run through Claude Code on the Claude Agent SDK inside a Paperclip `claude_local` agent, with extended thinking and tool use (file edits, shell, tests, GitHub API). - The model wrote the code, the tests, and this description. A human reviewed the pull request and requested the review fixes. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Bender (Fable) <bender@paperclip.local> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com> |
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DottaandPaperclip
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1b48e73e0b |
feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent Chat already provides a persistent conversation with each agent. > - Its shortcuts share the primary navigation and do not give chats a dedicated place. > - People need to find agents, start a chat, and switch conversations without moving the page layout. > - This pull request adds a secondary chat sidebar and a landing page around the existing chat surface. > - The same conversation, composer, history, and context panel remain in use. ## Linked Issues or Issue Description Refs #13283 and #13420. This extends the existing experimental Agent Chat navigation after review of the component and page stories. It supports the CEO Chat roadmap item through the existing task-backed conversation model. **Subsystem affected** The board UI and the company-scoped conversation list API. **Current behavior** Chat shortcuts sit inside the primary navigation. There is no dedicated landing page with a searchable conversation list. A separate landing header also moves the sidebar when an agent is selected. **Proposed behavior** Show a Chat entry in primary navigation. Keep a searchable agent sidebar beside the chat content. The plus button starts or reopens the current user's single conversation with that agent. Keep the header and sidebar in the same positions before and after selection. **Reason and benefit** People can find agents and return to persistent conversations without leaving the chat area or creating duplicate chats. **Breaking changes** The experimental chat navigation changes. Explicitly adding a chat now resolves its conversation immediately. Direct visits to unused agent chat URLs remain read-only. The existing per-agent routes and message contracts remain compatible. No database migration is required. ## What Changed - Add an account- and company-scoped conversation list endpoint with the existing access checks, feature gate, and OpenAPI entry. - Add the live secondary sidebar, landing page, avatars, search, loading states, errors, and retry controls. - Make the agent picker wait for chat creation and display failures. Existing agents reopen the same conversation. A dismissed selection cannot close a reopened picker or navigate over a newer choice. - Preserve recent-activity ordering and terminated agents’ chat history. Scope live list refreshes to the current user’s conversation events. A failed historical-agent lookup leaves healthy chats usable and offers a focused retry. - Keep the sidebar and header stable across chat routes. Keep mobile selection in the navigation drawer. - Use the production components in Storybook. Prepare the theme and mobile viewport before mounting the page to avoid the startup flash. - Update product documentation, the design guide, and navigation tests. Replace old browser expectations for stars and recent shortcuts with persistent conversation and layout coverage. ## Verification - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass after rebasing onto master. - Focused UI tests pass, including 105 sidebar, picker, and live-update checks after review fixes. The 33 conversation service and route tests and 10 OpenAPI checks pass, including ownership, feature gating, and concurrent creation. - The full local test run passed 14,163 server tests before three environment or timeout failures. The embedded Postgres startup, connector socket, and native runner failures all passed direct reruns. - Browser test-drive verification covers a real provider reply, add and reopen, persisted history after reload, no-match search recovery, mobile drawer dismissal, and top-aligned context panels. - Browser measurements confirm that the sidebar has the same position and dimensions on the landing page and an agent conversation. - Storybook builds and its add-and-reopen interaction passes. - The revised browser regression passes locally against a freshly built throwaway instance. It covers stable sidebar geometry, add/reopen uniqueness, drafts, search, history, and terminated-agent history after reload. The full CI browser suite also passes. - Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54 completed checks pass, including the complete server/workspace/browser suites, aggregate verification, build/typecheck, security scans, and canary packaging. The two Storybook jobs are skipped by their workflow conditions. [CI run](https://github.com/paperclipai/paperclip/actions/runs/36714052050). - Greptile reviewed this same commit at 5/5 with no remaining actionable findings; all review threads are resolved. - Reviewer path: enable Agent Chat, click Chat, use plus to choose an agent, send a message, switch away, and reopen that agent. One conversation must remain, with its history intact. ## Risks - The new sidebar lists persistent conversations instead of starred and recent shortcuts. - Chat creation is asynchronous. Errors stay visible in the picker, and delayed responses cannot navigate into a previous company or account. - The shell adjustment is limited to chat routes and preserves the existing conversation implementation. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The session does not expose the exact API 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 #123` / `Refs #123` 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> |
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DottaandPaperclip
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d72389bee2 |
feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description **Problem or motivation** Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. **Proposed solution** Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. **Alternatives considered** A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. **Roadmap alignment** This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving model ID and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
Devin Foley
|
f38b5693f6 |
fix: always enable keyboard shortcuts (#14643)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). **What existing behavior does this improve?** Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. **Subsystem affected** Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. **Current behavior** Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. **Proposed behavior** Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. **Reason and benefit** Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. **Breaking changes** `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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DottaandPaperclip
|
270afd2fb8 |
feat(ui): show running commit in staging account menu (#14410)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The account menu shows the signed-in user's identity. > - Staging users need to know which server commit is running after a deploy. > - The health endpoint already returns that commit, but the menu does not show it. > - This pull request adds the short commit below the email on staging hosts. > - Users can open the menu to check a deploy without opening deployment tools. ## Linked Issues or Issue Description **What existing behavior does this improve?** The account menu on staging instances. **Current behavior** The menu shows the user's name and email. It does not show the running server commit. **Proposed behavior** On `*.staging.paperclip.app`, show `SHA 8751e2d` below the email. Use the current `/api/health` commit. Show the full SHA on hover and link to the commit on GitHub. Refresh the health query when the menu opens. Hide the label on other hosts and when commit metadata is unavailable. **Reason and benefit** A user can confirm which commit a staging instance runs after an automatic deploy. **Breaking changes** None. The server already returns the commit field. Refs #14060 for related account-menu work. This change adds deployment information only. ## What Changed - Add the existing health response commit field to the UI type. - Share the staging host check and a separate health query across both account-menu variants. A menu refresh failure leaves the access gate health state unchanged. - Show a short SHA below the email. Link to the full commit on GitHub and include the full SHA in its accessible name and hover title. - Document the staging label and cover staging hosts, other hosts, missing metadata, refresh on reopen, and request failure isolation. ## Verification - `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx` — 24 tests passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. The UI build and typecheck also passed again after review fixes. - Full test matrix — passed on the latest commit in [CI](https://github.com/paperclipai/paperclip/actions/runs/36447810742). The local `pnpm test:run` was stopped before completion after CI finished the same suites. The focused local tests, full local typecheck, and full local build passed. - Browser shard 6 passed on one rerun. Its first attempt lost part of the draft text in the existing attachment-receipt reload test. No code changed for the rerun. - Rendered the real account menu in a local browser fixture with a staging hostname condition and mocked health response. Confirmed the SHA fits below the email in the dark menu. - Greptile review — 5/5, all review threads resolved. - Manual check after deployment: open the menu on a staging host and compare the SHA with `/api/health`. Open the menu again after a deploy to refresh it. Confirm the label is absent on production and localhost. ## Risks - Low risk. Each menu opening on staging can make one additional health request. - The host check applies to `*.staging.paperclip.app`. Other staging domains will need an explicit update. - The label identifies the running server commit. It can briefly show cached data while the request completes. ## Model Used OpenAI Codex, GPT-6. The exact model variant and context window are not exposed in this session. Used code execution, repository inspection, and browser 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 #123` / `Refs #123` 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> |
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|
DottaandPaperclip
|
890d11137f |
fix(ui): register artifact tabs without opening the panel (#14193)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks keep agent outputs in the Artifacts tab.
> - An output can arrive while the user writes a message or reads a
document.
> - Opening the side panel on arrival interrupts that work, especially
on mobile.
> - This pull request adds the Artifacts tab without opening the panel
or changing the selected tab.
> - Users can open their outputs when they choose.
## Linked Issues or Issue Description
**What happened?**
New agent outputs opened the task side panel or mobile drawer. An
arrival could also replace the selected document or workspace file.
Existing outputs did not always register an Artifacts tab.
**Expected behavior**
Register one Artifacts tab for existing and new outputs. Keep a closed
panel closed. Preserve composer focus, the selected tab, and document or
file links.
**Steps to reproduce**
Open a task from the inbox. Close its side panel. Enter a message draft.
Create an agent output in that task. The panel must stay closed and the
draft must keep focus. Open the panel to see the Artifacts tab. Repeat
on a mobile viewport.
**Paperclip version or commit**
Base commit:
|
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DottaandPaperclip
|
d423fc4411 |
fix(ui): use large mobile selector modals (#14250)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The new task dialog lets an operator assign work on a phone. > - The mobile picker used fixed coordinates inside the Radix wrapper. > - iOS Safari already makes fixed coordinates relative to the visual viewport. > - The old code added the visual viewport offset a second time. > - This pull request removes the second offset and gives the mobile wrapper full viewport geometry. > - The benefit is a visible picker and search field when the iOS keyboard opens. ## Linked Issues or Issue Description **What happened?** The assignee and project pickers could move outside the visible screen in the new task dialog on iOS. **What did you expect to happen?** The picker and its search field must stay visible above the bottom edge and the software keyboard. **Steps to reproduce** Open the new task dialog on an iPhone. Select Assignee or Project. The picker can move outside the visual viewport when Safari pans the page. **Paperclip version or commit** The problem exists after the change in PR #13343. **Deployment mode** The problem affects the board UI in local and authenticated modes. Refs #13343 ## What Changed - Use visual viewport local coordinates for the new task dialog. - Give the mobile Radix popper wrapper full viewport geometry. - Render both shared selector components as large, titled mobile modals. - Keep desktop selectors as anchored popovers. - Cover the new-task assignee, new-task project, composer assignee, and generic searchable selector in Storybook. - Add iPhone-sized Storybook states for the assignee and project pickers. - Update viewport tests for the corrected coordinate model. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/NewIssueDialog.test.tsx src/components/InlineEntitySelector.test.tsx` - `pnpm check:token-gates` - Playwright used the iPhone 14 device profile. All mobile modals were inside the 390 by 664 CSS viewport. - Each mobile modal was `x=16, y=16, width=358, height=632`. - A desktop check kept the anchored popover at `width=320, height=211`. ## Risks - Low risk. The CSS only changes narrow mobile viewports. - The full-screen popper wrapper does not receive pointer events. The picker still receives pointer events. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5.6, Codex agent with tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal task ID - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant Storybook 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> |
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DottaandCodie
|
01d9a12185 |
fix: make keyboard shortcut enablement a personal preference (#14141)
Store keyboard shortcut enablement per user and expose it in Profile settings. Co-Authored-By: Codie <Codie@users.noreply.github.com> |
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DottaandPaperclip
|
8781f06a87 |
feat(connections): enable MCP aggregators by default (#13964)
## Thinking Path > - Paperclip helps people manage AI agents for work. > - Connections let those agents use external services with explicit access rules. > - Zapier, Arcade, Composio Connect, and Executor already have setup and runtime support. > - Their experimental switch still blocks discovery and setup by default. > - This pull request removes those gates and the Settings toggle. > - Users can connect these providers without enabling an experiment. ## Linked Issues or Issue Description Refs #13755. Refs #13941. **What existing behavior does this improve?** Apps browsing, inline setup, and agent connection search for the four MCP aggregators. **Current behavior** An instance must enable the MCP aggregators experiment before users or agents can start setup. **Proposed behavior** All four providers are available by default on local and managed instances. Old stored and managed values still parse but cannot disable them. ## What Changed - Remove the aggregator gates from Apps, inline setup, server setup, and agent search. - Remove the Settings toggle and its UI hook. - Retain the old setting key only for upgrade compatibility. Normalize it to true and ignore managed overrides, as Apps already does. - Replace opt-in fixtures with default-on coverage. Test old false values, all four setup flows, provider choice, and the removed toggle. - Update current connector guidance and remove the opt-in from the runner acceptance fixture. ## Verification - 306 focused tests passed across eight files: shared remote MCP contracts; server remote MCP lifecycle, aggregator fallback, settings normalization, and managed overlay; UI Apps browsing, setup, and experimental settings. - Server and UI TypeScript checks passed. - UI token gates and `git diff --check` passed. - The full local suite was not run, per the maintainer's instruction. All 54 CI checks passed; two checks were skipped. One unrelated workspace-preview readiness timeout passed on one failed-shard retry. - The setup fixtures use simulated MCP responses. This change does not claim new live provider acceptance. ## Risks - Existing instances now show all four providers, even if the old flag was false. This is intentional. - External provider choice, credentials, company isolation, agent grants, and tool policies still apply. Showing a connector does not authorize an external account. - No data migration is required. The compatibility key keeps old managed configuration documents valid. - Historical Zapier live acceptance remains incomplete in the existing evidence report. The maintainer explicitly requested the default-on rollout for all four existing providers; the report records that scoped exception. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository tools, and test execution. The context window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
DottaandPaperclip
|
18dac1e1ef |
feat(connections): add experimental memory providers and remote MCP access (#13942)
## Thinking Path > - Paperclip manages AI agents and their work. > - Connections give agents governed access to external tools. > - Agents need durable memory across tasks and execution environments. > - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory tools. > - This pull request adds their setup flows behind an experimental toggle. > - It also delivers assigned MCP tools through the native remote Codex runner. > - Operators can connect a provider once and use the same governed tools locally or in Daytona. ## Linked Issues or Issue Description **Problem or motivation** The Apps catalog lacks a complete set of memory providers. Remote native Codex agents also need access to assigned managed MCP tools without receiving provider credentials. **Proposed solution** Add five memory connectors behind the disabled-by-default Experimental memory connectors setting. Use the existing connection setup and permissions UI. Default their tools to Allowed. Preserve company boundaries, operator permission changes, provider scopes, and audit attribution. **Alternatives considered** Direct provider credentials in each sandbox would duplicate setup and bypass the managed gateway. The remote runner instead uses its existing protocol channel to call the gateway on the server. **Roadmap alignment** This maintainer-requested experiment supports the Memory / Knowledge and Connected Apps roadmap areas. It adds provider connections without introducing a separate memory UI. Related connector authoring documentation is tracked in #13692; no duplicate memory-provider implementation was found. ## What Changed - Add provider definitions, official branding, and the experimental setting for all five providers. - Use OAuth for Zep and Supermemory, API credentials for Mem0 and Honcho, and a bundled Cloud API bridge for Cognee with no runtime downloads or subprocesses. - Default memory tools to Allowed and classify destructive actions explicitly. - Fix personal remote credential resolution and propagate provider tool errors. - Relay assigned managed MCP tools to remote native Codex through the runner protocol. Recheck current authority for each call and rotate stale tool contracts. - Add 21 Storybook states and complete OAuth walkthrough fixtures. - Document provider research, sanitized tool inventory, and live local and Daytona proof. ## Verification - Passed workspace typecheck: `pnpm -r typecheck`. - Passed production build: `pnpm build`. - Full local `pnpm test:run`: 13,273 passed, with failures from process/readiness timeouts under parallel load. Reran all 16 affected suites with one worker: 456 passed, leaving two macOS `/var` versus `/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`. No test failures remain unverified. Latest-head remote CI passes all 54 checks (two optional Storybook jobs skipped). Greptile is 5/5 with no unresolved findings. - Latest Cognee gateway regression: 71 passed, including public deployment without a runtime host and immediate recovery after a provider error. Bundled bridge tests: 25 passed. - Browser setup and real agent tasks exercised all five providers. Mem0, Cognee, Zep, and Honcho have successful store/retrieve proof. - Supermemory now has scoped read/write consent. Local storage and real Daytona write, document read, and semantic recall passed; indexing completion was verified before claiming success. - All five providers were exercised through a real Daytona sandbox and its native runner MCP relay. Provider credentials remained on the server. The final bundled Cognee bridge also passed a fresh Daytona store/recall run. All disposable sandboxes were removed and verified absent after testing. - Storybook is rebuilt and contains the experimental toggle, catalog, setup, permissions, and error states. The Zep and Supermemory access steps advance correctly. ## Risks - Provider OAuth scopes and plan limits remain independent of Paperclip tool permissions. An Allowed tool can still be rejected by the provider. - Providers can queue memory indexing; save acceptance does not prove that semantic recall is ready. - Remote tool contracts must stay synchronized with current connection authority. Regression tests cover revocation and stale contracts. - This change has no database migration. Existing connections remain usable when the experimental catalog toggle is disabled. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository edits, code execution, and browser automation. The exact context window size is not exposed in this session. Live acceptance agents used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
Devin FoleyandPaperclip
|
94a0aa7726 |
fix(ui): hide workspace isolation controls for managed hosts (#13907)
## Thinking Path > - Paperclip manages AI agents and their work. > - Workspace isolation keeps task checkouts separate. > - Managed hosts can enable isolation and hide its experimental toggles. > - Project, task, and routine forms still expose choices that override that policy. > - This pull request adds an operator visibility key for those controls. > - Workspace access stays available, and execution keeps its existing policy. ## Linked Issues or Issue Description **What existing behavior does this improve?** Operator control over workspace isolation settings in the UI. This follows the settings list cleanup in #13905. **Current behavior** Hiding the experimental isolation toggles leaves project policy editors, task selectors, routine and pipeline overrides, recovery actions, and workspace configuration visible. **Proposed behavior** Set `PAPERCLIP_HIDDEN_SETTINGS=workspaces.isolation` to hide these controls. Keep workspace navigation, status, files, and runtime access. Hide experimental toggles separately. Instances that do not set this key keep their controls. **Reason and benefit** Users on managed hosts should use the host's isolation default. A hidden form must not submit a stale draft that overrides it. ## What Changed - Add the UI-only `workspaces.isolation` key to the shared visibility registry. - Hide project workspace policy, task and subtask selectors, routine and pipeline overrides, and isolated re-issue actions. - Hide the workspace Configuration tab and redirect direct links to workspace issues. - Omit hidden new-task and routine overrides. Keep explicit task/subtask workspace launch context, saved policies, and automatic branch values for workspace routine runs. - Wait for the health visibility policy before showing controls. Keep workspace access and all execution APIs available. - Document the key and test visibility, form payloads, deep links, and unchanged workspace access. ## Verification - All 52 CI checks pass on `50cc770d33` (two expected skips). The branch is mergeable. Greptile is 5/5 with no unresolved comments. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm check:token-gates` passed. - Targeted UI checks passed: 346 tests across 14 suites, including hidden project/task controls, stale task drafts, routine branch defaults, recovery actions, configuration deep links, and workspace access. - Shared settings-visibility tests passed: 11 tests. - `pnpm test:run` was run and stopped after reproducing five failures in unchanged server tests: two `chat-channels.integration` cases (linked-request provenance and direct external-chat finals) and three `company-skills-service` cases (runtime refresh, concurrent download, and explicit update). The earlier local run for #13905 showed the same failures. The full local suite is not claimed green. Targeted UI/shared checks pass. All PR CI shards, including the affected chat and skills suites, pass. - Reviewed the diff for secrets, private links, and run artifacts. ## Risks This key changes UI visibility only. It does not reject API calls or change feature values. Operators must enable isolation and its default through their existing policy mechanism. Older app versions ignore the new key until upgraded. Removing the key restores the controls. No schema changes. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tools, 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 linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally; targeted checks pass (full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
e8c8ba3c19 |
feat(apps): add experimental MCP aggregator connectors (#13755)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description **Subsystem affected** Apps, connection setup, shared contracts, and the remote MCP gateway. **Problem or motivation** Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. **Proposed solution** Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. **Alternatives considered** A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. **Roadmap alignment** Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
1ef3b08714 |
feat(ui): integrate agent personas across the app (#13171)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description **Problem or motivation** Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. **Proposed solution** Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. **Alternatives considered** A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. **Roadmap alignment** This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
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DottaandPaperclip
|
d49f168381 |
fix: publish sandbox files on legacy and native runners (#13493)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents must publish generated files so users can inspect their results after a sandbox stops. > - Legacy sandbox bridges blocked attachment listing and could not carry multipart binary uploads through the queue transport. > - The native runner has a separate verified file registration path that needs the same durable result. > - This pull request repairs legacy binary transport, makes native download receipts explicit, and reveals new outputs in the task Artifacts tab. > - Users can open generated files from either runner without a transport flag change. ## Linked Issues or Issue Description Refs #13355 for the existing native file publication path. Related filename fixes: #2615 and #4788. Related sandbox persistence work: #13376. This change repairs attachment delivery through the existing API; it does not add workspace persistence. **What happened?** The upload helper first lists task attachments to avoid duplicates. Both legacy bridge allowlists rejected that GET request with 403. A direct multipart upload also failed: the queue bridge accepted only JSON, excluded attachment uploads, and converted bytes to UTF-8 text. Enabling HTTP/2 alone did not fix the missing listing route. These failures occurred before attachment storage. **Expected behavior** Both runners can publish a workspace file, register its work product, bind it to a response, and return a working download. The file stays accessible after sandbox deletion. A new output opens the task Artifacts tab. The agent receives accurate errors and decides how to retry or report a failure. **Steps to reproduce** 1. Run a legacy agent in Daytona with the duplex bridge disabled. 2. Invoke the bundled upload helper with Bash on a PNG or PDF. 3. Repeat with the duplex bridge enabled. 4. Register the same file through the native runner with generic API tools disabled. 5. Retry registration, delete the sandbox, and compare the downloaded bytes with the original file. **Paperclip version or commit** The failing baseline was `f2c5e54dc`. This branch is rebased onto `6cfe4acff`. **Deployment mode** Source checkout with a local API and real isolated Daytona sandboxes. ## What Changed - Allow authenticated attachment listing, upload, and content download through both legacy bridge transports. - Add optional base64 body encoding to queue envelopes. Preserve the existing UTF-8 contract when the encoding field is absent. Decode binary bodies before forwarding them. - Preserve multipart headers. Bound raw bytes, encoded envelopes, and in-flight reservations. Retain timeout and uncertain-write behavior. - Preserve helper deduplication and return structured uncertain-write failures. Document explicit Bash invocation in live skills. - Add attachment IDs and content/download paths to native registration receipts. Reuse verified local and remote file reads, attachment storage, work-product registration, and response binding. - Preserve Unicode upload filenames and provide a valid Content-Disposition header. - Open the task Artifacts tab when new stored outputs arrive, including a closed desktop panel or mobile drawer. Deduplicate upload and registration events by object ID. Preserve manual selection on refetches, edits, and panel remounts. - Remove task artifact filters, the company Artifacts footer link, and the unassigned group heading and timestamp. ### Screenshot  This is the local display fixture. The image was generated separately and published through the attachment and work-product APIs. ## Verification - Post-rebase `pnpm -r typecheck` and `pnpm build` pass. - The post-rebase local `pnpm test:run` passed 12,369 tests before one existing conversation reset test timed out; all 33 tests in that suite pass when rerun with isolated test configuration. The aggregate command stopped before its remaining groups. GitHub runs the complete suite in separate shards. - All [GitHub verification checks](https://github.com/paperclipai/paperclip/actions/runs/35017893350) pass on `b66ac276dd3d5fc738a22ecea783400106a494d4`: 32 successful checks and two configured skips. The native-session recovery assertion initially raced its fire-and-forget Sentry report; all 13 tests pass locally, and the same-commit CI rerun passes all 170 suites (3,079 tests). - Live post-rebase Daytona: all three file-delivery tests pass. They cover the real Bash helper with the queue bridge, the helper with HTTP/2, and native `register_deliverable` with generic API tools disabled. - Daytona cases cover PNG/PDF bytes, spaced and Unicode names, duplicate registration, response binding, authorization controls, and byte-for-byte downloads after sandbox deletion. - Local focused coverage includes transfer bounds, malformed encoding, interrupted transfers, remote path containment, and native file verification. The attachment route suite passes all 32 tests, including an eight-case filename-header matrix for Unicode and special characters, inline and forced downloads, and full and partial responses. - Browser verification confirms image previews, persisted downloads, automatic Artifacts selection, and preserved manual selection after edits and reloads. Desktop/mobile component coverage passes. The latest UI cleanup passes its 10 affected tests and token gates. - Coverage limit: the Daytona tests call the real helper and native registration path directly. They do not replay a complete model-led image-generation task through the browser. Live command (requires a configured Daytona credential): ```sh PAPERCLIP_FILE_DELIVERY_DAYTONA=1 pnpm exec vitest run server/src/__tests__/file-delivery-bridges.test.ts ``` ## Risks - Binary queue bodies use more memory because base64 adds encoding overhead. Transfer and process limits must remain aligned. - An interrupted write can have an unknown result. The bridge reports this state and preserves stable retry identities. - New artifacts intentionally change the active task tab. Existing history and repeated updates must not take focus again. - Transport flag defaults, server authorization, frozen skill snapshots, and completion policies remain unchanged. No schema migration is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser testing. The runtime does not expose a more specific 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> |
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DottaandPaperclip
|
728f7185f6 |
feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Self-hosted boards need a way to show occasional product announcements. > - An app release should not be required to publish or withdraw a card. > - Native card controls keep publishing consistent; the hero can use a static image or isolated HTML/CSS animation. > - This pull request renders a validated JSON feed with native components. > - It stores dismissals per account on each instance, so a closed card stays closed across companies and browsers. > - Named staging feeds let authors test content before production publication. ## Linked Issues or Issue Description **Subsystem affected** Board application shell, announcement delivery, and user preferences. **Problem or motivation** Operators need a small, optional announcement card. Users need reliable dismissal state. Authors need to test remote content without changing the production feed. **Proposed solution** Add one non-modal AnnouncementWell. Fetch validated JSON and content-addressed media through the instance server. Keep card controls native, with optional sandboxed HTML/CSS animation in the hero. Use stable announcement IDs for dismissal, an explicit empty manifest and quiet 404 handling. Provide a staged publishing helper and isolated test-drive guide. **Alternatives considered** Hosting the entire card as a page would move navigation and dismissal into remote content. This change limits HTML to a scriptless, isolated visual hero and keeps controls native. Browser-only storage would lose dismissals across browsers, so the instance stores account preferences. **Roadmap alignment** ROADMAP.md has no overlapping announcement feature. A GitHub title search found no related announcement pull requests. This work implements a maintainer-requested feature. ## What Changed - Add shared feed types, strict validation of every object, supported routes, expiration and version checks. - Add a board-only current-feed API, constrained media proxy, and idempotent dismissal API. Store the first dismissal and its company audit entry in one transaction. - Cache upstream data for one hour. Use conditional requests, request deduplication, response limits, public destination checks, and a three-second deadline. Treat a remote 404 as an empty feed with a fifteen-minute retry cooldown. - Keep announcement visibility stable when focus moves to browser chrome or another app pane; only tab visibility starts a return check. - Add a responsive native announcement card. Respect onboarding, dialogs and toast placement. Sync pending dismissals across tabs and retry after reconnect or return. - Add idempotent migrations for dismissals and validated publication IDs, design-guide examples, static and animated Storybook examples, and focused tests. The publication registry supports offline retries without accepting caller-invented IDs. - Add HTML/CSS animated heroes with static posters, automatic playback, reduced-motion handling, strict DOMPurify validation, an empty iframe sandbox and CSP that blocks scripts/network resources. - Add validated staging publication, content-addressed assets, an empty production manifest, preview fixtures, and authoring/operator documentation. ## Verification - The preceding implementation passed 98 targeted shared/server/publisher/route/OpenAPI/UI tests and 127 tests including the master rebase. The playback-control removal passes all 21 announcement UI tests, covering the rendered sandbox, fallback, reduced motion, dismissal and slow/stale state lookups. The preceding shared/server tests cover HTML validation and response sandbox headers. - The playback-control removal passes UI typecheck, production UI build, Storybook build and token gates locally. Browser verification confirms the animated card has only its dismiss button and two links, with no page errors. The full canonical CI matrix passed on current head `00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two optional Storybook deployment checks skipped. This run needed no retries. Greptile reviewed this same head at 5/5 with no outstanding findings. - The local canonical general-server run passed 12,063 tests before reporting embedded-PostgreSQL startup failures in an unrelated fixture. All 31 tests in that fixture passed across isolated retries. The UI group passed 6,219 tests and other workspace groups passed 3,201; two CLI database-startup failures also passed individually. Serialized server suites were verified by the full CI matrix rather than repeating them locally. No source changes were needed for these environment failures. - The real S3/CloudFront staging manifest and both media asset headers were verified. Production remains empty/unpublished. The guide distinguishes the preview host's disabled edge cache from production cache requirements. - In the isolated test-drive, the animation visibly moves without playback controls. A 390×844 browser viewport keeps the card above navigation. Reduced motion makes no animation request. Both themes render correctly and browser page errors are empty. Browser fault injection verified that scripts cannot execute and CSS cannot make network requests; a missing animation leaves its poster and controls. - Refresh leaves the animated card visible. Closing it persists after reload and the API returns null. Earlier live checks verified dismissal across browsers, company-relative CTA navigation, modal deferral/restoration, and new-ID eligibility after restarting the same database. - The deployed empty feed and a real remote 404 return HTTP 200 with null from the board API, with a usable dashboard and no announcement popup or browser warnings. - Authoring documentation covers staging, animated HTML constraints, test-drive, withdrawal, ID reuse and cache-refresh steps. ## Risks - Animation supports self-contained visual HTML/CSS and inline SVG, without JavaScript or external resources. A static image is required. Older builds that do not recognize the optional animation field quietly hide that unsupported feed. - The default feed makes an outbound request from an instance when a board is used. Operators can disable it. Requests contain no account IDs, company data, cookies or interaction events. - Feed publication and withdrawal can take about 65 minutes to reach returning users because of CDN and instance caches. Expiration also removes visible cards locally. - Dismissals follow an account within one instance. No-login instances share the existing local-board identity. Separate installations do not share state. - Both tables are additive. A unique key prevents duplicate dismissals; the transaction prevents duplicate first-dismissal audit entries. The publication registry retains only validated IDs. AGENTS.md and the implementation spec document the required exception to company scope for these instance-level records. - Publication was limited to separate public staging prefixes on the existing preview host. Production remains empty/unpublished. No AWS policies or infrastructure were changed. ## Model Used OpenAI GPT-6 through Codex. The exact runtime model ID and context-window size are not exposed in this session. Capabilities used: reasoning, code editing, shell execution, tests, browser interaction, and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
d351e08dee |
fix(ui): stop Recent Tasks storage feedback across tabs (#13402)
Version recent-task snapshots separately from activity, reject stale cache updates, and publish only on query or membership changes. Migrate history into an isolated storage namespace while preserving restart retries. Add regression coverage for conflicting caches, migration, comments, unchanged writes, and storage implementations on Node 24 and Node 26. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
ab15aff390 |
feat: add experimental persistent agent chat (#13284)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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889947c238 |
feat: add experimental native chat connectors (#13038)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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8cfd30fb07 |
feat(ui): add composer Stop and simplify task controls (#13104)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task composer is where operators direct running agents. > - Operators need to stop work without leaving the conversation. > - Existing pause controls already hold task trees and interrupt both runner types. > - This pull request connects the composer to those controls and removes repeated feedback. > - Operators can pause work quickly and still queue messages while agents run. ## Linked Issues or Issue Description **What existing behavior does this improve?** Task pause, resume, and cancellation in the task page and composer. **Current behavior** The empty composer cannot stop a running task. Task controls require extra confirmation and reason text. Pause can show several notifications for the task already on screen. **Proposed behavior** Show Stop while this task runs and the composer is empty. Text or attachments switch it to Send. Stop and the menu use the same manual pause hold. Parent pauses include descendants. Keep task cancellation in the menu with a compact confirmation. Show one quiet pause row and gray cancelled-run details. **Reason and benefit** Operators can interrupt execution with one click. Drafts and queued messages keep their existing behavior. The UI waits for actual termination, including native cancellation acknowledgment. **Breaking changes** No endpoint, schema, or task-status change. Pause no longer asks for confirmation or a reason. Resume now honors the existing wake-agents option. Task notifications are suppressed for the task and subtree currently in view. Related UI work: #8228 changes navigation and composer shortcuts. This PR covers execution controls. No duplicate Stop-button PR was found. The change improves existing controls and does not duplicate a roadmap milestone. ## What Changed - Add Stop, pending feedback, duplicate-click protection, and inline errors to the composer. - Share the pause mutation across the composer, active-run controls, and menu. - Poll affected runs after a pause request. Require native cancellation acknowledgment. - Remove pause confirmation and shared reason fields. Reduce cancel confirmation to its task count and actions. - Honor wake-agents for executable tasks only. Preserve the pause when recovery review is needed; show partial wake failures inline. - Preserve explicit legacy reconciliation decisions while their continuation waits for dispatch. - Suppress notifications for visible task trees. Use quiet pause and cancellation feedback. - Add interactive stories using production controls and native/legacy end-to-end tests. ## Verification - User reviewed the running feature and revised Storybooks in the browser. - Rebased focused checks passed: 295 original targeted tests, 161 updated route/page/notification/status tests, and 26 recovery integration tests. - Both isolated runner journeys pass on the final revision (1.7 minutes). Coverage includes queueing, parent and child interruption, persisted holds, no automatic continuation, reconciled resume, cancellation, terminal exclusions, and no Stop toast. - Native coverage uses real runnerd with a deterministic provider fixture. Legacy coverage checks actual process termination. Live hosted-provider execution was not tested. - Repository typecheck and build, Storybook build, and token gates passed after rebase. The final server typecheck/build also passed. - The broad local run completed its general-server stage with 7,219 passing tests, 48 skipped, and two failures from cached pre-fix source and a stale native provider fixture. Both failed tests pass in fresh final-head reruns after rebuilding the fixture; the script did not continue to its later local stages. CI runs all test groups on the final revision. - Final revision: all 31 applicable CI checks passed; Storybook visual regression was skipped by its workflow conditions. Greptile: 5/5, zero unresolved comments. - Review `Tasks / Execution Controls` in Storybook. Type and clear a draft, stop a run, expand cancellation details, and test the menu on desktop and mobile. ## Risks - Stop pauses descendants for a parent task. This is the existing pause contract. - A held task can remain active if interruption fails. The UI shows an error instead of claiming termination. - Resume can start multiple assignees when wake-agents is selected. Backlog, blocked, and terminal tasks stay excluded. Existing execution reconciliation remains mandatory where required; Resume never invents action-outcome evidence. - Notification suppression uses the visible task and cached subtree. Notifications for unrelated work remain enabled. ## Model Used OpenAI GPT-6 through Codex. The exact runtime snapshot and context-window limit are not exposed in this session. Used reasoning, tool calls, code execution, and browser inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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5acf56658b |
feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Onboarding ends by handing a new user to their first agent on a seeded first task > - Today the wizard asks for a mission up front, the UI composes what the agent is told, and the agent starts running before the user says anything > - New users get a cold, ticket-shaped start, and nobody can edit the agent's brief or persona without a code change > - This pull request makes the first task a short chat: a four-step wizard, a chief-of-staff persona, a greeting plus a two-option opening card, server-owned markdown texts, and no run until the user answers > - It also gives question cards one consistent action row (Cancel / Skip / Next), makes agent hires idempotent within a run, and turns the Paperclip Runner flag on by default for self-hosted instances > - The benefit is a first run the user steers, with texts a board operator can edit as markdown ## Linked Issues or Issue Description No public GitHub issue exists for this change. The feature request fields follow. Related PRs and issues: - Refs #11043 — an earlier draft of the first-task onboarding experience. This PR supersedes it. - Refs #11280 — a report about the onboarding first-task route test. This PR extends that test file. ### Subsystem affected Onboarding wizard, the seeded first task and its texts, task-chat question cards, agent hiring, and the instance experimental settings. ### Problem or motivation The onboarding wizard collects a mission through two extra steps and a questionnaire. The UI then composes the first agent's instructions and the first task description from those answers. The first task wakes the agent at once, so the agent runs and posts before the user types a word. Board operators cannot change the greeting, the brief, or the persona without editing TypeScript. Question cards in chat behave differently per adapter, and a single-select pick submits on click. A misread hire response could create a duplicate agent that the creating agent cannot remove. ### Proposed solution Reduce the wizard to four steps and stop the UI from authoring agent texts. Move the greeting, the brief, the chief-of-staff persona, and the opening question into markdown and JSON files that the server loads at runtime. Seed the persona onto the first agent through an explicit hire marker. Do not wake the first task until the user answers the opening card or types. Give every question card the same Cancel / Skip / Next actions. Add an experimental toggle that switches the single-task proposal between one confirmation card and a plan document with a checkbox card. Make agent hires idempotent within a run. ### Alternatives considered - Keep the mission questionnaire and feed it into the brief. Rejected: the agent asks better questions in chat, and the wizard gets shorter. - Keep the first task open-ended with a plain composer. Rejected: a two-option card gives the user a clear first move. - Derive the plan-document behaviour from the user's intent only. Rejected in favour of an explicit experimental toggle so operators can choose. - Key the "pick does not submit" behaviour off the presence of a submit label. Rejected: several adapters set a submit label on single-select cards, and their cards would change behaviour. ### Roadmap alignment `ROADMAP.md` lists no planned core work on onboarding or the first task. This change refines the existing flow and does not duplicate planned work. ## What Changed - Wizard: four steps (Name your organization, Create your first agent, Connect a model, Review). The front door and both mission steps are removed with their state and saved-progress keys. The UI no longer composes the first agent's instructions or the first task description. - Server-owned texts: the greeting, the brief with two proposal variants, the chief-of-staff persona, the opening question, and a README live in `server/src/onboarding-assets/first-task/` and load at runtime. The create route stores the assembled brief and ignores any client description. - Persona seed: an `onboardingFirstAgent` marker on the hire lets the server seed the chief-of-staff persona over the first agent's entry file. Board-authored hires only. The persona tells the agent the hire response shape and to list agents before it acts on an unclear result. - No auto-run: the first task does not queue an assignment wake. The stranded-assignment reconciler leaves it idle until a user comment or an answered card exists. - Opening card: the server seeds an `ask_user_questions` card right after the greeting with two options: "Interview me and propose a plan and an agent team to execute it." and "I have a task in mind" with free text. Answering wakes the agent. - Experimental toggle `enableFirstTaskPlanProposal` (default off): the single-task proposal is one confirmation card, or a plan document plus a checkbox card when on. - Question cards: every `ask_user_questions` card renders Cancel, Skip, and Next (the submit label on the last question). Skip hides on required questions. Picking an option no longer advances or submits by itself. - Wizard guards: the dashboard's agentless offer ignores a cached empty agent list while a refetch is in flight. The hire step adopts an agent that already carries the typed name instead of hiring "Name 2". - Agent hires are idempotent within a run: a retry of the identical request under the same run id returns the existing agent with `200` and `idempotent: true`. The fingerprint covers the whole validated request, so a corrected payload is a new hire. Lookup, create, and activity record run under one lock per company and run, so overlapping retries cannot both create. - The Paperclip Runner experimental flag defaults to on for self-hosted instances. Cloud keeps its declared default: a managed instance whose tenant row and managed overlay omit the flag resolves it to off. - Question cards: a send that finds an earlier required answer missing returns to that question with a message instead of failing silently. - The two onboarding e2e specs follow the new wizard: the front door and growth intake shots are gone, and the planning-mode spec dismisses the opening card before it reads the composer. - Docs: `docs/board-operator/editing-first-task-texts.md` explains how to edit the texts and the toggle. ## Verification Commands, run from the repo root: ``` pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build pnpm --filter ./packages/shared typecheck pnpm --filter ./ui typecheck pnpm --filter ./server exec tsc --noEmit pnpm check:token-gates pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000 ``` Results on this branch: - Typecheck is clean for shared, ui, and server. - Token gates: 4 of 4 clean. - UI: 344 tests pass across 23 files. - Server: all suites pass. The first test in `agent-skills-routes` has its own 10 s cap and needs about 15 s on my laptop for the app cold start. It passes with a longer cap. This PR does not change that cap. Manual steps on a dev instance: 1. Open `/onboarding`. Confirm four steps: Name your organization, Create your first agent, Connect a model, Review. 2. Finish the wizard. Confirm the first task shows the chief-of-staff greeting and the opening card with two options. Confirm no run starts. 3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm a run starts and an interview card of 3–4 questions arrives. 4. On a fresh organization, pick "I have a task in mind", type a task, and press Continue. Confirm a proposal arrives as one confirmation card. 5. Turn on Settings → Experimental → "First task: propose with a plan document" and repeat step 4. Confirm a plan document and a checkbox card arrive. 6. Visit the dashboard after the hire. Confirm the wizard does not reopen and one agent exists. 7. Open any question card. Confirm Cancel returns the plain composer with the card still pending, Skip advances an optional question, and Next moves to the next question. Design reference with flow diagrams, chat mock-ups, and live captures: https://pages.paperclip.ing/first-task-flow/proposed/ ## Risks - `pnpm dev` now builds the runner daemon because the Paperclip Runner flag is on by default. Developers without a Rust toolchain must set `PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances that never set the flag now let qualified agents use the runner. - The wizard drops the mission steps and their saved-progress keys. A user who is mid-wizard on an older build restarts at step 1 after an upgrade. Existing organizations are not touched. - The first task no longer runs on its own. A user who neither answers the card nor types sees no agent activity. This is intended. - The persona seed applies only to hires that carry the marker from the wizard. API hires are unchanged. - Hire idempotency is scoped to one run id and to the exact request. Retries across runs, or with a changed payload, still create a second agent. The lock is per server process, which matches how an instance serves its API. - Single-select question cards no longer submit on pick. Users of adapters that relied on that behaviour now press Next. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude (Anthropic) through Claude Code. `claude-fable-5-1` with extended thinking, tool use, and code execution wrote most commits. `claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency commits, as the `Co-Authored-By` trailers show. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
||
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DottaandPaperclip
|
d8b9580531 |
fix(ui): debounce recent task ordering (#13007)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recent tasks sidebar helps operators return to active and
completed work.
> - Task detail refreshes update the activity timestamps used to sort
that list.
> - Older responses can undo newer activity. Concurrent updates can move
rows repeatedly.
> - This pull request preserves the newest observed activity and
debounces row moves.
> - Operators can select a stable row while task text and live state
stay current.
## Linked Issues or Issue Description
**What happened?**
Recent task rows can repeatedly swap positions when two tasks receive
updates. Older detail responses can also move a task below another task
after a newer comment promoted it.
**Expected behavior**
Rows remain stable during an update burst. The final activity order
appears after one second of quiet. Old responses never reduce the
recorded activity time.
**Steps to reproduce**
1. Enable the streamlined UI and open multiple tasks.
2. Send alternating updates to two tasks in the recent list.
3. Observe row order while those updates arrive and while older detail
data refreshes.
**Paperclip version or commit**
Base commit:
|
||
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scotttong
|
4d30efa8e3 | feat(ui): refine streamlined task experience (#12748) | ||
|
scotttong
|
597fd63b61 | feat(ui): add streamlined navigation foundation (#12746) | ||
|
DottaandPaperclip
|
8c3b8c432a |
Simplify app connections and enable managed Google access (#12728)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. **Subsystem affected** Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. **Current behavior** Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. **Proposed behavior** Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. **Reason and benefit** A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. **Breaking changes** The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin Foley
|
7b91fe9ea7 |
Hide host-path and execution-engine surfaces in managed-sandbox-only mode (#12293)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - An instance can turn on the `enableManagedSandboxOnly` feature, which hides the local environment and runs every agent in the platform-managed environment > - That feature already gated the environment pickers, the onboarding wizard, and the server-side run selection, but many other screens still showed absolute paths on the execution host and still let the user pick an execution engine > - On such an instance those controls name a filesystem the user cannot reach; a path written there is stored and then ignored, which reads as a broken control > - This pull request hides the remaining host-path and execution-engine surfaces behind the same feature, adds a server rule that refuses a project-workspace path write while the feature is on, and closes a related route gap in the isolated-workspace pages > - The benefit is that a managed instance shows no host path and no folder picker anywhere, and a write that carries a path now fails with a clear message instead of being silently discarded ## Linked Issues or Issue Description No public issue exists. The description below follows `.github/ISSUE_TEMPLATE/enhancement.yml`. **What existing behavior does this improve?** The `enableManagedSandboxOnly` instance feature, and the UI surfaces that show a host filesystem path: project properties, the new-project dialog, the project workspace and execution workspace detail pages, the workspace and task cards, plugin local folders, and the agent configuration form with its per-adapter fields. It also improves route gating for `enableIsolatedWorkspaces`. **Subsystem affected** Cross-cutting (`ui/` and `server/`). **Current behavior** When `enableManagedSandboxOnly` is on, the local environment disappears from the environment pickers and the server refuses to run an agent on the local host. Everything else stays visible. A user still sees: - the project "Local folder" row, its absolute path, and the Set/Change/Clear buttons - the "Local folder" field and its "Choose" folder picker in the new-project dialog - the "Local path" field and fact row on a project workspace - the "Paths" and "Lifecycle commands" groups on an execution workspace - the working directory on workspace cards, task properties, and runtime service rows - the plugin "Local folders" section - "Working directory (deprecated)", "Command", "Execution engine", "ACP server command", "ACP state directory", and "Agent instructions file" in the agent configuration form A path typed into any of these names a filesystem no agent on the instance uses. The project workspace API also accepts a `cwd` write and stores it. Separately, `/workspaces`, `/execution-workspaces/*`, and `/projects/:projectId/workspaces/:workspaceId` render for anyone who types or bookmarks the URL, even with `enableIsolatedWorkspaces` off. Only the sidebar entry reads that flag. **Proposed behavior** With `enableManagedSandboxOnly` on, none of those surfaces render. A project whose codebase came from a managed checkout keeps its one-line "Paperclip-managed folder." label and shows no path. The non-path controls stay: repo URL, branch, service URL, port, command output, ACP session mode, ACP non-interactive permissions, Codex fast mode, and the sandbox toggles. The project-workspace create and patch routes, and the nested workspace on project create, answer `422` with "This instance runs agents only in the platform-managed environment; local folders are not configurable." when the payload carries a non-null `cwd`. A `cwd: null` write still passes, so an instance that just turned the feature on can clear a stale path. With `enableIsolatedWorkspaces` off, the three workspace route groups redirect to the dashboard. **Reason and benefit** A control that cannot do anything is worse than a missing control: the user fills it in, saves, and gets no error and no effect. The server rule turns that silent no-op into a clear refusal. The route gate stops a feature that an instance has turned off from staying reachable by URL, which is the same standard the Cases, Pipelines, and hidden-settings pages already meet. **Breaking changes** None for a default instance: both flags are off by default for self-hosted and managed instances, so nothing changes unless an operator turns them on. Stored `adapterConfig` values are never cleared, so turning the feature off restores every previous value. ## What Changed - Add `ui/src/hooks/useManagedSandboxOnly.ts`, modelled on `useAppsEnabled`, for components that do not already read the experimental settings. It exposes `hideHostPaths`, which fails closed while the settings query is in flight, so a cold cache never flashes a host path before the policy resolves. Components that keep their own settings read compute the same gate from `isFetched`. - Add `managedSandboxOnly` to `AdapterConfigFieldsProps` and populate it where `AgentConfigForm` builds the adapter field props. Resolve the effective instructions-file gate once as `hideInstructionsFile || hideHostPaths`, so every adapter hides that path field with no per-adapter edit. - Hide under the flag: the project "Local folder" block and its absolute-path edit panel (a managed checkout keeps its label, without the path); the new-project "Local folder" field; the project-workspace "Local path" field and fact row; the execution-workspace "Paths" and "Lifecycle commands" groups; the working directory on the workspace summary card, the task workspace card, the task properties "Folder" row, and the runtime service rows; the plugin "Local folders" section; "Working directory (deprecated)" and "Command" in the agent form; and the per-adapter "Execution engine", "ACP server command", and "ACP state directory" for `claude_local`, `codex_local`, and `gemini_local`. - Drop two working-directory fallbacks that had no gate to read: the close-workspace dialog now falls back to "No additional details", and the reuse-existing workspace label and picker subtitle fall back to a neutral phrase. - Refuse a non-null `cwd` with `422` on `POST /projects/:id/workspaces`, `PATCH /projects/:id/workspaces/:workspaceId`, and the nested workspace on `POST /companies/:companyId/projects`, following the `assertNoAgentHostWorkspaceCommandMutation` precedent on those routes. - Add `IsolatedWorkspacesRouteGate` and wrap the `/workspaces`, `/execution-workspaces/*`, and `/projects/:projectId/workspaces/:workspaceId` routes with it. - Leave the SSH "Remote workspace path" and the workspace file browser alone, with a comment explaining why. ## Verification Automated: - `pnpm --filter @paperclipai/ui exec vitest run` — 479 of 480 files pass (4455 of 4456 tests). The one failure is `OnboardingWizard.test.tsx > renders instead of throwing when the browser denies storage access`, which also fails on `origin/master` and is unrelated to this change. - `pnpm --filter @paperclipai/server exec vitest run project workspace instance-settings` — 45 of 50 files pass. Four files fail on macOS for reasons unrelated to this change: `workspace-instance-cleanup`, `workspace-runtime`, `execution-workspace-runtime-control-conflict`, and `workspace-runtime-exposure` compare `/var/...` against the resolved `/private/var/...` or bind real ports. The same files fail on a clean `master` checkout on the same machine. - `pnpm --filter @paperclipai/ui typecheck` - `tsc --noEmit` in `server/` (after `pnpm --filter @paperclipai/plugin-sdk ensure-build-deps`). The package `typecheck` script also builds the Rust runner, which needs `cargo`; it is not installed on the machine that ran this. New and extended tests: - `ui/src/adapters/managed-sandbox-only-config-fields.test.tsx` — the three adapters drop the execution engine, the ACP paths, the instructions-file path, and every "Choose" button when the flag is on, and keep the non-path controls. - `ui/src/components/AgentConfigForm.render.test.tsx` — flag-on and flag-off renders for the working directory, the command, the engine, the ACP paths, and the resolved adapter field props. - `ui/src/components/ProjectProperties.managed-sandbox.test.tsx`, `ui/src/components/NewProjectDialog.managed-sandbox.test.tsx`, `ui/src/pages/ProjectWorkspaceDetail.test.tsx`, `ui/src/components/ProjectWorkspaceSummaryCard.test.tsx`, `ui/src/components/WorkspaceRuntimeControls.test.tsx`. - `ui/src/components/IsolatedWorkspacesRouteGate.test.tsx` — redirect when off, render when on, and render nothing while the flag query is in flight. - "Still loading" cases for the project properties, the new-project dialog, the workspace summary card, the runtime service rows, and the agent configuration form, each asserting that no host path renders before the policy resolves. - `server/src/__tests__/project-workspace-managed-sandbox-routes.test.ts` — the `422` on all three write paths, the `cwd: null` pass-through, and the flag-off pass-through. Manual check to reproduce: turn on Managed Environment Only in instance experimental settings, then open a project, the new-project dialog, an agent's configuration, and a workspace page. No path, folder icon, or "Choose" button appears. Turn the setting off and each control returns with its stored value. No documentation change was needed. The operator-facing text for both settings lives in the feature catalog entry, which already states the contract this pull request now enforces across the UI. ## Risks - Low. Both flags default to off, so a default instance is unchanged. - The hidden fields are presentation only. No stored `adapterConfig` value is cleared, because an import carries adapter configuration written on another instance and clearing it would break that flow. Turning the setting off shows every previous value again. - The `422` is the one behavior change for an API caller, and only while the setting is on. `cwd: null` still passes so a stale path can be cleared. - The route gate renders nothing until the flag query settles, so an instance with isolated workspaces on never flashes a redirect. An instance with the feature off now redirects a bookmarked workspace URL to the dashboard. - Every host-path guard fails closed while the settings query is in flight, so a default instance shows those controls a moment later than before on a cold load. That is the safe direction: the alternative flashes a path a managed instance must never show. - Two path surfaces stay on purpose, each with a comment: the SSH "Remote workspace path" is a path on the user's own remote host, and the workspace file browser shows workspace-relative paths. The instance Adapters page also keeps its "Local path" install option, since that page is an instance-admin surface the hosting operator can already hide through the hidden-settings mechanism. ## Model Used Claude (Anthropic), Claude Opus, 1M context window, extended thinking, agentic tool use through Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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 |
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scotttong
|
4d82f5eaea | copy: unify user-facing "company" wording to "organization" (#12243) | ||
|
Devin Foley
|
db4defdfbf |
feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The instance settings surface (Access, Plugins, Adapters, General,
Experimental) assumes the person at the keyboard operates the whole
instance
> - Operators who host Paperclip for others — a managed cloud or an
internal shared server — expose settings pages and toggles that do not
apply to their deployment, and the related mutation APIs stay open
> - A hosted tenant can open Plugins or Adapters, try an action, and hit
a confusing failure, because only a few hardcoded platform floors exist
> - This pull request adds a generic, operator-configured visibility
mechanism: one env var hides declared settings surfaces in the UI and
floors their mutation routes with a stable 403 code
> - The benefit is a clean hosted-tenant settings surface for any
operator, with zero behavior change for normal self-hosted instances
## Linked Issues or Issue Description
**Subsystem affected**
Instance settings (server routes and UI), the shared settings registry
in `packages/shared`, and the `/api/health` bootstrap payload.
**Problem or motivation**
An operator who hosts Paperclip for other people cannot hide settings
surfaces that the platform manages. Tenants see Access, Plugins, and
Adapters pages, backup retention, and host-level experimental toggles
that do nothing useful for them. The mutation APIs behind these surfaces
also stay open, so a tenant admin can attempt actions the platform must
control. ROADMAP.md names a cleaner shared deployment story as a goal
("Teams should be able to run the same product in hosted or semi-hosted
environments without changing the mental model").
**Proposed solution**
Add a declarative registry of hideable settings surfaces and one env
var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot,
reports it on `/api/health`, and rejects value-changing writes to hidden
surfaces with a stable `settings_operator_managed` 403 code. The UI
reads the list from the health payload and removes the hidden pages,
sections, and toggles from navigation, routes, and page content. Unknown
keys warn and are ignored, so one list can roll across a fleet with
mixed app versions. With the variable unset, behavior is byte-identical
to today.
**Alternatives considered**
- Hardcode the hidden set for cloud instances in this repo: rejected,
because each hosting operator needs a different policy, and policy does
not belong in shared code.
- Deliver the hidden set through the managed-config document: rejected,
because that channel is cloud-specific and fail-closed on unknown
fields; a plain env var works for any operator, including self-hosted
shared servers.
- Lock the controls with a badge instead of hiding them: rejected for
these surfaces, because they are meaningless to tenants, not merely
platform-controlled; the existing managed-overlay lock stays the right
tool for controlled flags.
**Roadmap alignment**
Supports the "shared deployment story" item in ROADMAP.md: hosted and
semi-hosted deployments keep the same product with a settings surface
that matches what the tenant can actually do.
## What Changed
- New `packages/shared/src/settings-visibility.ts`: registry of hideable
surfaces (every instance settings page — profile, environments, access,
heartbeats, experimental, plugins, adapters; every Instance → General
section; every experimental flag as `instance.experimental.<key>`), the
`PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed`
error code. The General page stays visible as the settings root and
redirect target.
- New `server/src/services/settings-visibility.ts`: parse-once accessor;
unknown keys log one warning and are ignored.
- `/api/health` reports `hiddenSettings` on every response shape; the
field is omitted when nothing is hidden.
- Server floors on hidden surfaces, with same-value echo tolerance (the
`executionMode` precedent): field-backed general sections and
experimental keys reject value-changing PATCHes, and hiding the whole
Experimental page floors every toggle; plugin lifecycle and config
writes, adapter management writes, and the Access admin routes (reads
included) return 403 `settings_operator_managed`. Reads the app itself
needs (plugin `ui-contributions`, adapter metadata, plugin job trigger)
stay open. Pages without instance-scoped mutation routes are hidden in
the UI only.
- UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route
gate (hidden pages redirect to the settings root); the settings sidebar
and tab bar drop hidden entries; remembered settings paths remap to the
default page; `InstanceGeneralSettings` skips hidden sections; every
`ExperimentalToggleCard` now carries its flag key and renders nothing
when hidden.
- Removed the dead `InstanceSidebar` component (referenced only by its
own test).
- Docs: `docs/deploy/environment-variables.md` documents the variable
and the key registry.
## Verification
- `pnpm vitest run` over the new and extended suites: shared registry
and parser, representative floor tests per route class (changed-value
403, same-value echo 200, unset env 200, page-level Experimental
hiding), the health field, the route gate, nav filtering, and
section/card hiding with one hidden example per surface kind — 168 tests
pass.
- Full root `pnpm typecheck` passes.
- Manual: booted a server with the variable set. `/api/health` lists the
keys; an unknown key logs one warning and the server boots; hidden pages
redirect; hidden sections and cards do not render; hidden-field PATCH
returns 403 with `details.code = "settings_operator_managed"`; a
same-value echo returns 200. Unset the variable: the full settings
surface returns and responses are byte-identical to master.
## Risks
- Low risk for self-hosted instances: with the variable unset, the
hidden set is empty, the health field is omitted, and no floor
activates.
- Flooring plugin config writes assumes hosted deployments configure
plugins through the platform. If a future bundled plugin needs
tenant-entered config, the floor needs a narrow carve-out.
- Hidden-key floors tolerate same-value echoes, so API clients that
round-trip full GET responses keep working.
- Hiding a toggle does not change its value; operators pair hiding with
the desired default where the value matters.
## Model Used
Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use, driven through the Claude Code CLI (file edits, test
execution, and live-server verification loops).
## 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
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|
TonioandClaude Opus 5
|
6d0adbfb5d |
refactor(ui): retire the shared-cache reasoning the account key made obsolete (#11507)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Three places in the UI turn the company list into an authorization verdict: the invite landing page, the onboarding draft gate, and company auto-selection > - Each grew a defense when one `["companies"]` cache entry answered for every account, and each documented that hazard at length > - #11488 keyed the entry by account, so the hazard those comments describe can no longer happen > - The comments stayed, and a comment that describes a trap that no longer exists is how the next reader removes a mechanism that is still holding something up > - This pull request replaces that reasoning with what the mechanisms actually do now, and removes the one condition that genuinely went dead > - The benefit is that the next person to simplify these gates has accurate reasons to work from ## Linked Issues or Issue Description No public issue exists. Follow-up to #11488, #11430 and #11417. The problem follows. **What happened?** The three gates were written against a shared, account-less company cache. #11488 keyed that entry by account, which made the documented hazard impossible — but the documentation stayed. Each gate now carries a long explanation of a cross-account leak that the key prevents, while the mechanism it explains is in fact still required for a different and unrelated reason. That is a maintenance hazard in a specific direction: a reader who checks the comment against the code concludes the mechanism is obsolete, removes it, and reintroduces a failure the comment never mentioned. **Expected behavior** The reasoning next to each gate describes why the gate is there now. **Steps to reproduce** Read the comment above `ownershipDecidable` in `OnboardingWizard.tsx` against `master`. It justifies `isSuccess` on the grounds that "after an account switch the retained value is the previous account's list", which the account-keyed entry makes impossible. **Paperclip version or commit** `master` at `0817fbad9`. ## What Changed - `ui/src/pages/InviteLanding.tsx` — dropped the `Boolean(sessionQuery.data)` conjunct from `membershipListIsCurrent`; rewrote the comment. - `ui/src/components/OnboardingWizard.tsx` — replaced the shared-cache explanation above the ownership gate with the reason the gate still exists. - `ui/src/hooks/useSignOut.ts` — corrected the sweep's rationale, which cited the company list as its example of data the next account could read. ### The one dead condition `membershipListIsCurrent` tested `Boolean(sessionQuery.data) && companiesQuery.isFetchedAfterMount`. The first term cannot be false when the second is true: the query is `enabled` only while a session exists, so the flag cannot be set without one. The lapsed-session case it looked like it covered is covered by the keying instead — the observer re-keys to the anonymous entry and holds no data to leak. Tests pass with it removed, but that only shows no test distinguishes it, which is why the reasoning above is recorded in the code rather than left for the next reader to redo. ### What is deliberately kept Each gate turned out to be load-bearing for a reason that has nothing to do with accounts: - **InviteLanding** still waits for a list fetched this mount. A pending query reads as an empty list, which reads as "not a member", which auto-accepts an invite the customer may already hold. - **OnboardingWizard** still forces a fetch with `staleTime: 0`. A cached list is the right account's but can be thirty seconds old, so a company created moments ago in another tab is missing from it — and missing reads as "you do not own this", which *deletes* the draft rather than withholding it. - **CompanyProvider** still clears the live selection on an account change. That is component state and does not change key with the query. Removing them as redundant is the mistake the stale comments invited; this change is what makes that argument harder to make by accident. ## Verification - `pnpm tsc -b` in `ui`: clean. - `InviteLanding.test.tsx`, `OnboardingWizard.test.tsx`, `CompanyContext.test.tsx`, `useSignOut.test.tsx`, `companies-query.test.ts`: **67 passed**, run twice. No behaviour change is claimed and none is intended: the only non-comment edit is the removal of a condition that cannot alter the expression's value. **Not done:** no browser run. Nothing here is observable at runtime. ## Risks Low. Comments, plus one condition shown to be unreachable-false. The risk that remains is a documentation risk in the other direction: if the keying is ever reverted or bypassed, these comments will understate what the gates protect against. They name #11488 so that connection is findable. **This does not close the class.** Account-scoped entries other than the list — `["companies", id]`, stats, and the rest — still survive an account change that skips the sign-out button. That is unclaimed work, and larger than this. ## Model Used Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking enabled. Tool use enabled: file read and edit, shell for typecheck and test runs. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-authored-by: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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0023c5c4a6 |
refactor(ui): record why sign-out resets rather than removes (#11473)
Comment only. Salvaged from `claude/sign-out-cache-note`, written while #11380 was in progress and never opened as a PR; that branch is deleted with this. #11380 landed the reasoning for `resetQueries` but not the evidence, and not the part that stops someone reversing it later. The choice was measured rather than argued. Against query-core 5.101.4, removal produced 0 notifications and left the observer holding the signed-out account's session; reset produced 3 and null. The consequence of the former is not only a stale read - CloudAccessGate's redirect fires on the session going empty, so it never runs. The opposite advice really does hold for a local reset of a key an observer is still mounted against: reset rewinds the update counters `isFetchedAfterMount` derives from while that observer keeps its bind-time baseline, so anything gated on the flag withholds forever. Sign-out is not that case, because it resets the session too and the consumer unmounts on the redirect. Two sessions reached opposite recommendations on this API within a day, both correct about different situations, which is the kind of thing a later reader re-litigates without a note in the file. The first revision of this note named the wrong consumers - InviteLanding and the onboarding draft gate, neither of which reads `isFetchedAfterMount`. `AppsConnect` is the only one on master and is what it names now. ui typecheck clean; 13 pass across the sign-out suites. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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38752c4e5e |
fix(ui): clear account-scoped query caches on sign-out (#11380)
Sign-out invalidated two query keys - the auth session and health - and left everything else in the cache. `invalidateQueries` also keeps serving the old data while it refetches, so it was insufficient even for the two it did touch. The company list was never touched at all, which is how one account's companies could still be in hand when the next account signed in. The self-hosted path now resets every account-scoped entry. Scoping is an allowlist of instance-scoped roots rather than a list of things to clear, so a query key added later is account-scoped unless someone deliberately says otherwise - forgetting this file fails closed. `health` is the only exemption. It carries deployment mode, bootstrap state and Cloud metadata, nothing account-scoped, and `useCloudInstance` observes it with `enabled: false` and leaves the fetch to CloudAccessGate. Dropping the entry would strand every such observer on `null` until the gate happened to refetch, flipping Cloud instances into their self-hosted rendering mid sign-out. It is refreshed in place instead. `resetQueries` rather than `removeQueries`: removal empties the cache without notifying the observers already subscribed, so a mounted `useQuery` keeps returning its last result until an unrelated re-render rebuilds it. CompanyProvider sits above the router and stays mounted across the whole sign-out and sign-in cycle, so that is the common case here rather than a corner one. Reset notifies them, so the old data leaves the cache and everything reading it. The cloud path is untouched: it is a top-level navigation, and the document reload builds a new QueryClient with nothing left to clear. This is the root cause behind the onboarding draft-ownership gate added in #11382. That gate stays, and its comment now says why: this fix covers the sign-out button, not the question. An account can change without it - a session lapsing server-side, a second account signing in on a warm tab, a caller supplying the company context from somewhere else - so the gate stays independent rather than deferring to this. ui typecheck clean; full ui suite 4014 pass, with only the timezone-dependent IssueProperties failure already present on master. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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6542ad1f4d |
fix(onboarding): carry an existing company's mission into the wizard (#11416)
Ports the substance of #11259, which predated the recent onboarding work and was still open. One of the parts it solves is a regression #11352 introduced. A company that already has its mission opens on the agent step, which is the point of #11352. What that missed is that the mission field is filled only by the step being skipped, and that the field is not decoration: `composeCeoInstructions` seeds the lead agent's instructions from it, and the Review checklist reads it. So every Cloud-seeded company hired its lead agent with no Mission line at all, having been routed there precisely *because* it had a mission. Before #11352 those companies dead-ended on the mission step; a dead end became a quiet data loss, which is worse, because it completes. `selectExistingCompanyMission` reads the company's own goal back into the shape the mission field holds, and the wizard hydrates from it - only when the field is empty, so a customer editing their mission is never overwritten by the stored copy. The marker recording that hydration travels with the field it describes, cleared wherever `companyGoal` is. `isExistingCompanyMissionUnresolved` holds the hire while that read is outstanding, counting an in-flight refetch over cached goals as unresolved. That is the rule #11382 settled on a day earlier for a different consumer - `isFetching`, not `isLoading`, because retained data is not an answer to the question being asked now. #11259 had it first, on 11 August. `canGoBackFromOnboardingStep` and `canJumpToOnboardingStep` bound how far back a run can walk by the step it entered on. The Back button already applied that rule inline; the progress bar applied only the "already completed" half, so a run holding a company could still jump to step 1 - the step whose job is to create one. The entry step is captured once, when the wizard opens, for the same reason the step itself is. `planMissionPersistence` came with them and turned out to be required rather than tidying. Hydration sets `createdCompanyGoalId` from the company's existing goal, and confirming the mission read that id as "already written" and skipped the write, discarding the customer's edit. That skip was safe only while the id could arrive one way - by writing. A goal in hand now means update it. Each piece was checked by removing it and confirming a specific case fails. The hydration case asserts on `saveInstructionsFile`'s content, the actual consumer, rather than on the mission textarea, because the entry path never renders that field and the navigation bound now prevents reaching it. One caveat recorded rather than smoothed over: the reopen case fails only when both marker-clears are removed, since `reset()` also clears the company id and the next introduction routes through `clearCompanyScopedState`. They are kept as one invariant rather than one guard plus a coincidence. ui typecheck clean; full ui suite 4004 pass. Two failures remain, in IssueProperties and StatusCards/format; both are date-dependent, both reproduce on master with these changes stashed, and neither file is touched here. Co-Authored-By: Jannes Stubbemann <stubbi@users.noreply.github.com> Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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d95340b0b8 |
feat(ui): send a company with no agent into onboarding, at the right step (#11352)
A company with no agent cannot do anything: no runs, no tasks, nothing to show. The dashboard says so in a banner with a link, which asks the customer to notice a problem the product can fix for them. It is worse for a company created by Paperclip Cloud: Cloud creates the company before the tenant boots, so the companyless redirect never runs, and the customer arrives on an empty dashboard straight out of a signup flow that already asked for a mission. The dashboard now opens onboarding when the agent list has loaded and is empty, and onboarding opens on the agent step when the company already has its mission — read from the company-level goal the seed writes, under the query key the launch path already uses, so it shares a cache entry rather than adding a fetch. The step is decided once. `initialStep` is derived from the company list and the goal list, so it changes on any retry, refetch or cache invalidation. An effect that took it as a dependency called `setStep` on every one of those and moved a customer who was already mid-flow. Gating the input only narrowed that window; it could not close it. The step now belongs to the request that opened the wizard: the effect reads it through a ref and is keyed on the wizard opening or the company changing. `createdCompanyIdRef` beside it already used this pattern for the same reason. That exposed a path nothing had ever taken. A company reached the mission step only by creating itself on step 1, so opening an existing company there found code that had never run: `companyName` is only typed on step 1, and both ways forward require it, so the step could not be completed at all; and confirming advanced without writing anything, so the mission the customer typed was discarded. Both fixed, and the write now reconciles against the goal list rather than adding a second company goal, since the mission lookup fails open and can send a company that has one back to that step. Company-scoped state now stays with its company. `clearCompanyScopedState` runs when the route replaces a company and when it withdraws one — the same event, and clearing half of it left a goal id that made the next company skip a mission it had never given. `stillTheSameCompany` guards all five async writes, after the server work rather than before it, so a company switch mid-flight cannot hand the new company the old one's goal, project, issue or agent, and cannot leave a hired agent without its instructions file. The keyboard path honours `loading` like every button already did. `claimOnboardingOffer` makes onboarding an offer that stays declined for the visit. Route ownership is now recorded whenever the route names a company, including one the wizard already holds. This changes a documented rule deliberately: without it a self-created company was never withdrawn, so `/onboarding` would show "create a company" while still holding the previous one and write the customer's new mission into it. Tested at the seam, because every defect on this branch lived between a value and its consumer and the predicate tests passed at every stage. `OnboardingWizard.step.test.tsx` renders the real wizard against the real resolver and the real mission hook across 18 cases, and each was fault-injected against the code it replaces rather than trusted on a green run. That caught a case that passed against the broken code, and a race in one of the guards. ui typecheck clean; full ui suite 3923 pass, with one timezone-dependent IssueProperties failure present on this branch's base in a file this change does not touch. All CI gates green; Greptile 5/5. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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0ee0543e5b |
feat(ui): refine the chat-style task workflow (#11263)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The issue detail view is the main place where people read work and guide agents. > - The chat-style task view needs clear messages, controls, properties, and document feedback. > - Dense metadata and disconnected controls make active work harder to scan. > - This pull request refines the existing chat-style task workflow across desktop and mobile layouts. > - The benefit is a clearer issue thread with faster access to the controls that guide work. ## Linked Issues or Issue Description **What existing behavior does this improve?** The change improves the chat-style issue detail view that was introduced in [#10606](https://github.com/paperclipai/paperclip/pull/10606) and expanded in [#10707](https://github.com/paperclipai/paperclip/pull/10707). **Current behavior** The issue thread spreads task controls across the page. Agent-turn metadata competes with the message content. Document annotation comments use inline placement that limits the document reading area. The mobile composer can overlap the bottom navigation. **Proposed behavior** The issue view keeps the thread focused on message content. It moves supporting controls into the properties area, adds searchable assignment, restores the sub-task tree, docks document comments in a side gutter, and keeps the mobile composer clear of navigation. **Reason and benefit** People can scan active work faster and find task controls without leaving the issue. The layout also gives documents and mobile conversations more usable space. **Breaking changes** None. The change updates presentation and interaction behavior in the existing issue UI. ## What Changed - Refined task-chat message spacing, metadata, agent bubbles, and composer alignment. - Added searchable assignment and restored sub-task navigation in the properties pane. - Moved document annotation comments into a right-side gutter. - Kept the mobile composer above the auto-hiding bottom navigation. - Added and updated focused component tests for the changed interactions. ## Verification - `pnpm check:token-gates` - `TZ=UTC pnpm --filter @paperclipai/ui exec vitest run src/components/InlineEntitySelector.test.tsx src/components/IssueDocumentAnnotations.test.tsx src/components/IssueProperties.test.tsx src/components/TaskChatThread.test.tsx src/pages/IssueDetail.test.tsx` - The token gates report 3/3 clean. - The focused test run passes 124 tests in 5 files. - Visual snapshot baselines were not updated. This follows the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)." ## Risks - The changes affect several related issue-detail layouts. A browser review should cover desktop and mobile widths before merge. - The monitor-row test formats time in the host timezone. The verification command sets `TZ=UTC` to match CI. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The context-window size is not exposed in this environment. The model used reasoning, repository tools, code execution, and GitHub tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin Foley
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d90f4d488e |
fix(ui): survive first load against a cold backend without a blank page (#11246)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI holds live websocket connections for run events, coordinates cross-tab polling through a leader-election store, and renders app chrome (sidebar, providers) around a routed outlet > - When the backend is still cold-starting (managed hosting wake, server restart, reverse proxy up before the app), the event websockets refuse connections and the first SPA load mounts against a dead backend > - In that state the mount cascade can exceed React's nested update limit (minified error #185); the crash originates in shell hooks outside the routed error boundary, so React unmounts the entire root to a blank page, and the dead page keeps retrying the websocket on a flat 1.5s timer until the user hard-refreshes > - This pull request removes the wasted nested commits from the shared-polling subscription path, adds exponential backoff to the transcript websocket reconnect, and adds a last-resort app-shell error boundary > - The benefit is that a cold or briefly unreachable backend degrades to a recoverable state instead of a blank page that hammers the server ## Linked Issues or Issue Description No existing issue. Description follows the bug template: **What happened?** On the first load against a backend that was still starting, the app showed its loading animation and then a blank page. The console showed repeated `WebSocket connection to 'wss://…/api/companies/<id>/events/ws' failed` lines and `Uncaught Error: Minified React error #185` with a stack through the shared-polling coordinator's `subscribe`. The websocket retries continued indefinitely on the dead page. A manual refresh fixed it. **Expected behavior** A backend that is briefly unreachable degrades gracefully: websocket reconnects back off, the UI keeps rendering from cache, and even a worst-case crash shows a reload prompt instead of a blank page. **Steps to reproduce** 1. Serve the UI while the backend API is still starting (websocket upgrades and API calls refused). 2. Load any company page with several shared-polling consumers mounted (dashboard with sidebar). 3. Observe repeated websocket failures; on affected loads the page goes blank with React error #185. ## What Changed - `ui/src/hooks/useSharedPolling.ts`: coordinator snapshot notifications now keep the previous state object when leadership did not change, so React bails out instead of scheduling a nested re-render. `subscribe` invokes its listener synchronously from inside the mount effect with a fresh object each time; before this change every mount and notify burned nested-update budget even with no value change — the crash frame in the field report was exactly this `subscribe → setState` call. - `ui/src/components/transcript/useLiveRunTranscripts.ts`: the live event websocket reconnect backs off exponentially (1.5s → 15s cap, reset on successful open), mirroring `LiveUpdatesProvider`, instead of a flat 1.5s retry. - `ui/src/components/AppErrorBoundary.tsx` (+ wiring in `ui/src/main.tsx`): a dependency-free boundary above the router and providers. `RouteErrorBoundary` only guards the routed `<Outlet />`; a crash in the shell around it had no boundary, so React unmounted the root to a blank page. The boundary renders a reload prompt with the error message. - Tests: `useSharedPollingSnapshot.test.tsx` (mount costs no extra commit — fails against the previous code; a real leadership change re-renders exactly once and ticks stay quiet), a backoff test in `useLiveRunTranscripts.test.tsx` (delays grow 1.5s → 3s → 6s and reset after a successful open), and `AppErrorBoundary.test.tsx` (render throw, effect throw, healthy pass-through). ## Verification - `pnpm vitest run` in `ui/` over the touched suites (shared polling, cross-tab poll, transcripts, boundary): 34 tests pass. - `pnpm typecheck` in `ui/` — clean. - The snapshot regression test was verified to fail against the pre-change hook (extra commit per mount). - Not reproduced end-to-end: the exact 50-update cascade from the field crash needs a live cold backend; the change removes the identified per-mount/per-notify nested commits at the reported crash frame, bounds the reconnect load, and guarantees the shell can no longer blank the page. ## Risks Low risk. The snapshot change only suppresses re-renders whose state is value-identical; leadership changes propagate exactly as before. The backoff only lengthens retry delays after consecutive failures and resets on success. The new boundary renders children untouched unless an error reaches it; behavior on healthy loads is unchanged. Self-hosted deployments see the same code paths — the cold-backend window simply rarely occurs there. ## Model Used - Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code CLI with extended thinking and tool use (code search, edit, test execution; diagnosis included mapping the production minified stack to source). ## 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 |
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scotttongandClaude Fable 5
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5bb2490b86 |
feat(ui): surface all issue documents and agent artifacts in chat-style sidebar (#11226)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The task detail page uses a chat-style thread with a right sidebar; the sidebar has a Plan tab and an Artifacts tab (#11101 made this UI the default) > - The Plan tab only showed the one issue document named `plan`, and the Artifacts tab only listed formal work products; other agent-authored documents (for example a `synthesis` doc) and agent-attached files were invisible in the sidebar > - Users could see an agent mention a document in the thread but had no way to find that document in the sidebar, which breaks trust in the task view as the record of the work > - This pull request surfaces every non-system issue document in the Plan tab, composes the Artifacts tab from work products, documents, and agent-created attachments, and gives thread images a full-screen lightbox with download > - The benefit is that anything an agent produces on a task is now reachable from the sidebar, while user uploads stay with their comments in the thread ## Linked Issues or Issue Description Refs #11101 (chat-style task UI default — this PR extends its sidebar). **Subsystem affected** Task detail UI (chat-style thread sidebar): Plan tab, Artifacts tab, and thread attachment rendering in `ui/src`. **Current behavior** The Plan tab renders only the issue document literally named `plan`. The Artifacts tab renders only formal work products. Agent-authored documents with any other name, and files agents attach to comments, do not appear anywhere in the sidebar. Thread images open as bare links. **Proposed behavior** The Plan tab lists every non-system issue document, with the `plan` document first and the others rendered inline below it. The Artifacts tab composes three sources — work products, issue documents, and agent-created comment attachments — deduplicated against attachment-backed work products via `metadata.attachmentId`, and shows whenever any source is non-empty. Work-product rows without a resolvable attachment or document fall back to links found in their metadata so they stay clickable. Images in the thread open a shared full-screen lightbox with a download action. Files uploaded by users stay thread-only and are not mixed into the Artifacts tab. **Reason and benefit** Agents routinely produce documents that are not named `plan` and attach files to their comments. Users reading the thread must be able to find every one of those outputs from the sidebar. Redundant surfacing is acceptable; an unfindable document is not. **Breaking changes** None. This is additive rendering; no schema or API changes. ## What Changed - `IssuePropertiesPlansTab.tsx`: renders all non-system issue documents, `plan` primary, others inline below via `MarkdownBody` - `IssuePropertiesArtifactsTab.tsx`: composes work products + documents + agent-created attachments with dedupe; rows without an attachment/document target fall back to `metadata` links - `IssueProperties.tsx`: Artifacts tab visibility now derives from the composed source set - New `ui/src/lib/issue-artifacts.ts`: pure composition/dedupe logic, unit-tested - New `ui/src/components/task-chat/task-chat-attachments.ts`: splits agent vs user comment attachments, unit-tested - `TaskChatBubble.tsx`: thread images open the shared full-screen lightbox with download - `useIssueDocuments.ts`: hook now exposes the full issue-document list ## Verification - `pnpm typecheck` — passes across the workspace - `pnpm check:token-gates` — 3/3 CLEAN - `cd ui && pnpm vitest run src/lib/issue-artifacts.test.ts src/components/task-chat/task-chat-attachments.test.ts src/pages/IssueDetail.test.tsx` — 74 tests pass - Manual: open a task whose agent created a document not named `plan` (for example `synthesis`); confirm it appears in the Plan tab below the plan and in the Artifacts tab; confirm an image the agent attached appears under Artifacts; confirm a user-uploaded image stays only in the thread and opens full screen with a download button Snapshot baselines are intentionally not updated for this visual change, per the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - Low risk: rendering-only change scoped to the task sidebar and thread bubbles; composition logic is pure and unit-tested - Dedupe relies on `metadata.attachmentId` linkage; a work product with malformed metadata would render as a duplicate row (cosmetic only) ## Model Used - Claude (Anthropic), model id `claude-fable-5`, extended thinking enabled, agentic tool use via Claude Agent SDK (Claude Code harness) ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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7ea2068ef8 |
fix(files): only highlight accessible workspace file links (#11090)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task comments can contain references to files in project and execution workspaces. > - Paperclip detected path-shaped inline code and showed it as an actionable file chip. > - The UI did not first confirm that the current board session could open the file. > - Missing, denied, ambiguous, remote, and unsupported files therefore looked actionable and failed after a click. > - This pull request adds an issue-scoped availability check and promotes only confirmed files to chips. > - The benefit is that the task thread shows a file action only when that action can succeed. ## Linked Issues or Issue Description **What happened?** Task comments promoted path-shaped inline code to file chips before Paperclip checked the file. A chip could point to a missing, denied, ambiguous, remote, or non-previewable file. The action then failed after the user selected it. **Expected behavior** Paperclip must show a file chip only after the server confirms that the current board session can open the exact file reference. All other path-shaped text must stay ordinary inline code. **Steps to reproduce** 1. Add a task comment that contains inline code with a missing or inaccessible workspace path. 2. Open the task thread as a board user. 3. Observe that the path looks like an actionable file chip. 4. Select the chip and observe that the file cannot open. **Paperclip version or commit** `19be4cf927` and earlier. **Deployment mode** Local dev and self-hosted server. **Access context** Board user. ## What Changed - Added shared request, response, and validation contracts for batched workspace-file availability checks. - Added an issue-scoped server endpoint that resolves file references with company, issue, workspace, and preview-access checks. - Added bounded batch concurrency and tests for missing, denied, ambiguous, remote, unsupported, and available files. - Added an issue-scoped UI availability registry that deduplicates, batches, caches, and invalidates file checks. - Changed task-comment markdown rendering so only confirmed files get chip styling and file-viewer behavior. - Bound each chip to the exact workspace target that passed the availability check. ## Verification - `pnpm exec vitest run packages/shared/src/workspace-file-resource.test.ts server/src/__tests__/file-resources.test.ts ui/src/components/MarkdownBody.test.tsx ui/src/components/WorkspaceFileMarkdownBody.availability.test.tsx ui/src/lib/remark-workspace-file-refs.test.ts ui/src/lib/workspace-file-availability.test.ts` — 93 passed, 35 skipped. - `pnpm check:token-gates` — clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — all server and UI groups passed. One unchanged CLI test saw the run-injected static AWS credentials and expected only its local `AWS_PROFILE`. The same test passed, 8 of 8, after removing only `AWS_ACCESS_KEY_ID` and `AWS_SECRET_ACCESS_KEY` from its process environment. ## Risks - File chips now appear after an asynchronous availability check, so path-shaped text can briefly render as inline code. - Availability results use the existing 30-second file-resource cache window. File-resource invalidation forces a new check. - The endpoint limits each request to 100 references and the client chunks larger sets. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The service did not expose a more specific model ID or context-window size. The agent used high-reasoning mode, repository tools, command execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [ ] 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> |
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scotttong
|
815e49bb7c | feat: make chat-style tasks the default experience (#11101) | ||
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TonioandPaperclip
|
384e5f6178 |
revert(ui): back out onboarding port (#10786) (#11067)
This reverts commit |
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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>
|
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DottaandPaperclip
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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> |
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DottaandPaperclip
|
5858ccb981 |
feat: make in-app features cloud-aware (#10850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server REST routes and the React board UI. **Problem or motivation** A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. **Proposed solution** Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. **Alternatives considered** An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. **Roadmap alignment** This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
ec84eb7342 |
fix(ui): defer Inbox re-sort to attention boundaries (#10623)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Inbox lists work items by recent activity. > - An archive changes activity data and can change the computed order. > - The list can then move rows under the pointer during a fast archive sequence. > - The Inbox must keep its shown order while the operator is engaged. > - This pull request adopts fresh order only at an idle, visibility, or view-change boundary. > - The benefit is a stable Inbox that still receives fresh data and new items. ## Linked Issues or Issue Description **What happened** The Inbox re-sorts while an operator archives items quickly. An archive can lower a parent group's activity time. Unrelated rows then move, and the row under the pointer can change. **Expected behavior** Keep the shown order stable while the operator works in the Inbox. Insert new items at their computed positions. Adopt a fresh order after an idle period, after a long hidden-tab interval, or when the view changes. **Steps to reproduce** 1. Open the Inbox on the Mine tab with several items, including nested items. 2. Archive several items quickly with the pointer or keyboard. 3. Observe rows move before the archive sequence is complete. **Deployment mode** Any deployment. This change affects only the web UI. **Additional context** This PR supersedes the closed subset PR #10621. It keeps the full change in one review. ## What Changed - Added an order-pin utility for sections, root rows, non-issue items, and nested children. - Kept archived rows in place for the existing five-second undo interval. - Added an attention-boundary hook for idle, visibility, and view-change commits. - Connected pointer, wheel, hover, keyboard, and archive interactions to the idle boundary. - Made idle commits repeat while the Inbox stays idle. - Made view changes adopt the fresh order in the same render. - Added unit and integration coverage for order pins and attention boundaries. ## Verification - `pnpm exec vitest run ui/src/hooks/useInboxSortAttention.test.tsx ui/src/lib/inboxOrderPin.test.ts ui/src/pages/Inbox.test.tsx` — 33 tests passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — 3,429 tests passed, 2 skipped, and 1 unrelated server test failed. The isolated failure expects `issue_commented` but current master records `heartbeat.scheduling_suppressed` in `plugin-orchestration-apis.test.ts`. ## Risks - Low risk. The change is client-only and does not change the sort algorithm. - A bad pin can show an old order until the next boundary. The tests cover repeated idle commits and immediate view changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Anthropic Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use, and code execution for the implementation. - OpenAI Codex (`gpt-5`), reasoning, tool use, and code execution for PR preparation and verification. The serving snapshot, context-window size, and hidden reasoning configuration were not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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scotttongandClaude Fable 5
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c185e64b77 |
feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators spend most of their time on the issue detail page. They talk to the assigned agent there through comments. > - The current page reads as a ticket form. The thread sits below properties, the composer sits mid-page, and live agent activity renders as dense transcript logs. > - Talking to an agent is a conversation. A chat-first layout matches that mental model better than a ticket form. > - A layout change this large must not disrupt current users. It needs a safe opt-in path and full parity with the existing thread features. > - This pull request adds a chat-style task view behind a new "Chat-Style Tasks" experiment toggle. The flag is off by default and the existing page is unchanged when it is off. > - The benefit is a focused, readable conversation with the agent: live tool activity folds into compact summaries, the composer stays at the bottom, and properties, plan, and artifacts move into header tabs. ## Linked Issues or Issue Description Refs #49 (chat with agents is a much-wanted feature). Related PRs found in the dedup search: - #4489 — an earlier, closed attempt to promote the conversation to the primary surface on issue detail. This PR is a fresh, flag-gated take on the same goal. - #8837 — an open PR that proposes a two-column task layout. It restructures the same page but keeps the ticket paradigm; this PR is orthogonal because it is opt-in and chat-first. **Subsystem affected** UI (issue detail page). **Problem or motivation** The issue detail page presents agent conversations as a ticket: properties first, thread below, composer in the middle of the page, and raw transcript noise during live runs. Users who mainly converse with their agents must scroll past chrome to follow the conversation, and live activity is hard to read. **Proposed solution** An opt-in chat-style view of the issue detail page, gated by a new "Chat-Style Tasks" experiment toggle in Settings → Experimental. With the flag on, the thread fills the center pane, the composer docks to the bottom of the viewport, Properties / Plan / Artifacts become header tabs, live turns show a status pill with the current tool action and elapsed time, and settled turns collapse to a "Worked · N tools" summary that expands into per-tool rows. With the flag off, nothing changes. **Alternatives considered** Restyling the existing layout in place (rejected: too disruptive without an opt-out), and a separate chat page beside the issue page (rejected: splits the task's single source of truth). A per-request lab page (`/task-chat-lab`, dev-only) was kept for design iteration instead. **Roadmap alignment** ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to real work objects. This PR keeps the core task-and-comments model — it only changes presentation, opt-in — so it does not duplicate that planned work. ## What Changed - New `enableTaskChatRedesign` instance setting, exposed as a "Chat-Style Tasks" experiment card in Settings → Experimental (shared feature catalog, validators, server instance-settings service, and UI settings page). - New `ui/src/components/task-chat/` component family: chat thread with turn grouping, agent reply bubbles, live status pill, collapsible turn summaries with per-tool rows, plan tab with a sticky CTA action bar, inline interaction cards, per-request mode chips, and a bottom-docked composer. - A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs and icons; the status pill, tool rows, and the classic transcript view all use it. - A transcript adapter converts stored run logs into chat turns; it dedupes tool-call updates by `toolUseId` so tool counts match the expanded rows, and it keeps a tool row's first real name when later generic updates arrive. - Composer: posts on Cmd/Ctrl+Enter, supports image paste with object-URL thumbnail previews (revoked on clear/unmount), and uploads through the issue attachments route. - `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar, the header is not sticky, and the chat fills the center; with the flag off, the previous layout renders unchanged. - Motion tokens for the new animations live in `ui/src/index.css` with a `motion-tokens.ts` catalog and a test that keeps the two in sync (the catalog now also covers the shared enter/exit/swap tokens that the decision/quicklook block declares). - A dev-only `/task-chat-lab` page with fixtures and a tweak panel for motion tuning. ## Verification - `pnpm typecheck` — clean across the workspace. - `pnpm check:token-gates` — 3/3 CLEAN. - `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The one failure is `IssueProperties.test.tsx` monitor-row time formatting, which is timezone-sensitive: it also fails on unmodified `origin/master` in a non-UTC timezone and passes with `TZ=UTC`. It is not related to this change. - `cd server && pnpm vitest run src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers the new setting). - Manual: start the dev server, open Settings → Experimental, enable "Chat-Style Tasks", and open any issue. The thread fills the page, the composer docks to the bottom, and Properties / Plan / Artifacts appear as header tabs. Assign an agent and comment to watch a live run: the status pill shows the current tool action with elapsed time, and the finished turn folds into a "Worked · N tools" summary. Disable the toggle and confirm the classic page is unchanged. - Visual snapshot baselines are intentionally not updated: per `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - The flag-off path goes through the same `IssueDetail.tsx` file, so a regression there would affect current users. Mitigation: the classic markup renders through the same components as before behind explicit flag conditionals, and the full UI suite passes. - The transcript adapter interprets stored run-log formats, including legacy entries without `toolUseId`. Malformed logs degrade to generic tool rows rather than crashing. - The new view changes no server behavior other than one additive instance setting; it is additive and default-off. Overall risk with the flag off is low. ## Model Used - Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), extended thinking enabled, agentic tool use (file editing, shell, test execution) via Claude Code / Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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c111ee4cb3 |
feat(server): add per-user document stars (#9952)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work. > - Artifacts and documents are first-class outputs, but users need a personal way to keep important documents easy to find. > - Existing resource memberships already model per-user starred projects and agents with company scoping and activity logging. > - Documents lacked the equivalent membership model, route, and artifact filtering behavior. > - The shared membership contract also needs to remain safe for existing UI project/agent mutation helpers when documents become a recognized resource type. > - This pull request extends the existing resource-membership system with per-user document stars and a starred artifacts view. > - The benefit is a company-scoped, idempotent server foundation for a dedicated starred-documents experience without weakening authorization or artifact filtering semantics. ## Linked Issues or Issue Description ### Problem / Motivation Board users cannot star individual documents, and the company artifacts API cannot return only the current user's starred documents. ### Proposed Solution Add company/user-scoped document memberships, a board-only document star route, document membership data in the shared contract, and a `starred=true` artifacts filter. ### Alternatives Considered A document column was rejected because stars are per-user; a separate star API was rejected because projects and agents already use resource memberships. ### Roadmap Alignment This extends the existing Artifacts & Work Products roadmap area and does not duplicate another open pull request found in the repository search. ## What Changed - Added the `document_memberships` schema and migration with company/user/document uniqueness and starred ordering. - Extended shared resource-membership and artifact-query contracts for documents and `starred=true`. - Added company-scoped document star/unstar service and board-only route behavior with activity logging. - Added starred document artifact filtering, including user-authored documents, document kinds, cursor ordering, and incompatible-kind handling. - Preserved idempotency under concurrent star requests and synchronized UI membership defaults/helpers with the expanded contract. - Added focused shared, route, service, and UI regression coverage. ## Verification - `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts server/src/__tests__/company-artifacts-service.test.ts server/src/__tests__/resource-memberships-routes.test.ts` - `pnpm exec vitest run ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarStarredProjects.test.tsx` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` ## Risks - The migration adds a new membership table and non-concurrent indexes; migration safety gates pass with the repository's established policy. - The starred artifacts query intentionally returns only documents and relaxes the normal agent-authored/system-kind predicates for documents the current user explicitly starred. - Document membership mutations remain board-user-only; agent callers receive no document-star capability. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI; runtime model ID and context-window size were not exposed to this session. Reasoning, repository tool use, code execution, and test 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> |
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DottaandPaperclip
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59eee4829c |
fix(inbox): stop archived items from resurfacing (#9931)
## Thinking Path > - Paperclip is the control plane operators use to coordinate AI-agent companies and review work needing attention. > - The Inbox is the operator-facing surface that aggregates tasks requiring attention across server state and shared client polling. > - Archiving a task optimistically removed it, but ordinary background activity and stale polling responses could make it reappear seconds later. > - The server therefore needs to distinguish genuine user-attention events from routine agent/system activity. > - The client also needs a bounded local archive guard across every Inbox query path while the server mutation and in-flight polls settle. > - This pull request fixes both resurrection paths and adds race-focused regression coverage. > - The benefit is stable archive behavior without hiding a genuine archive failure after reconciliation or reload. ## Linked Issues or Issue Description ### Pre-submission checklist - [x] Searched existing open and closed issues and pull requests; no duplicate implementation was found. - [x] Reproduced on `master` before this branch. - [x] Confirmed this is a Paperclip core bug, not adapter or provider behavior. ### What happened? Archiving an Inbox task hid it optimistically, then background refresh activity could insert it back into the list seconds later. ### Expected behavior A successfully archived task remains hidden during normal polling. A genuine failed archive may become visible again after reconciliation or reload. ### Steps to reproduce 1. Open Inbox with a visible task. 2. Archive the task. 3. Wait for shared polling or routine agent activity to refresh task data. 4. Observe the archived task reappear without a hard page refresh. ### Paperclip version or commit `master` before this branch. ### Deployment mode Built from source using the local development application. ### Installation method Built from source (`pnpm`). ### Agent adapter(s) involved Not adapter-specific; this is a core Inbox bug. ### Database mode Not database-mode-specific. ### Access context Board (human operator). ### Additional context The failure had independent server and client causes: routine activity could resurface archived rows server-side, while stale shared-poll responses could bypass optimistic client removal. ## What Changed - Restrict server-side Inbox resurfacing to explicit user-attention events rather than any issue activity write. - Add a bounded client-side archive guard with confirmation, failure restoration, and cache reconciliation behavior. - Apply the guard to Inbox rendering, badge counts, optimistic cache updates, and shared-poll result application. - Classify the generic compact Inbox query so stale shared-poll data cannot bypass the guard. - Add server visibility-matrix tests and UI race-condition regression tests. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/hooks/useSharedPolling.test.ts src/lib/inboxArchiveCache.test.ts src/pages/Inbox.test.tsx` — 25 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/issues-service.test.ts` — 107 passed. - Branch rebased cleanly onto current `origin/master` before push. ## Risks - Low-to-moderate behavioral risk: resurfacing is intentionally narrower, so the server tests cover human comments, mentions, interactions, and status transitions that must still regain attention. - The client guard is bounded and cleared on mutation failure, limiting the risk of hiding a task whose archive did not persist. - No schema, migration, public API, workflow, dependency-lock, or visual-token changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Anthropic Claude via Claude Code (`claude_local`; prior implementation/review run, exact underlying model ID and context window were not retained in the handoff metadata), with repository tool use and test execution. - OpenAI `gpt-5.5` via Codex CLI for final review repair and PR preparation, with reasoning, repository editing, GitHub tooling, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked/described the result above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip task identifier - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation where needed; no documentation change is required for this bug fix - [x] I have considered and documented risks above - [x] All Paperclip-authored commits include the required co-author trailer --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandClaude Opus 4.8
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3e348b96b9 |
perf(ui): cut live-updates churn that inflates tab memory (#9624)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its web UI keeps live views (issue threads, run transcripts, dashboard) fresh via React Query polling plus a live-events websocket, coordinated across tabs with a `BroadcastChannel` layer > - Long-lived tabs viewing live agent runs grew to multi-GB memory footprints while their JS heap stayed ~60–200 MB — so the memory is off-heap (Blink/native + committed allocator arenas), not a classic JS leak > - Live profiling of a reproduced 2.7 GB / 66 MB tab showed 15–30% idle CPU, ~3 fetches/sec across overlapping poll loops, and ~8 `setInterval` create/clear cycles per second whose rate grew ~7× as the tab aged — relentless allocation churn that inflates committed memory the OS never reclaims, amplified across tabs by the cross-tab fan-out > - This pull request cuts that churn at its four largest sources (invalidation storm, per-instance 1 s timers, redundant polling, unbounded streamed-run set) > - The benefit is that idle tabs do far less periodic work, so their off-heap footprint stops ballooning over a long session ## Linked Issues or Issue Description No public GitHub issue exists; describing inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR", following the bug report template. **What happened?** Browser tabs viewing live agent runs grew to 8–16 GB memory footprint over a long session (multiple tabs open), while each tab's "live" JS heap stayed only ~150–250 MB. Every idle tab also burned 15–30% CPU. Tabs eventually approached the ~4 GB V8 heap ceiling / OS pressure and could crash. **Expected behavior** Tabs viewing live runs should hold a bounded footprint and do minimal work while idle, regardless of how long they stay open or how many tabs are open. **Steps to reproduce** Open several issue/run tabs that have agents actively streaming and leave them open for a while. Watch Chrome's Task Manager: Memory Footprint climbs into the GBs while "JavaScript Memory" stays small, and CPU stays high on idle tabs. Reproduced in ~90 minutes: a tab reached 2.7 GB footprint on a 66 MB JS heap, and the per-second timer-churn rate was ~7× higher on a 90-minute-old tab than a fresh one. **Paperclip version or commit** Branch `fix/live-updates-churn`, off `master`. **Deployment mode** Local dev (`pnpm dev`), web UI. Not adapter-specific — core UI live-updates plumbing (observed with `claude_local` / `codex_local` runs). ## What Changed - **`ui/src/lib/query-invalidation-batcher.ts` (new)** — `createInvalidationBatcher` throttles + de-dupes React Query invalidations into one flush per ~300 ms, and `createCoalescingQueryClient` wraps the client via a `Proxy` so only `invalidateQueries` is batched (optimistic `setQueryData` writes stay immediate). Wired into `LiveUpdatesProvider`, which previously invalidated synchronously on every websocket event. - **`ui/src/hooks/useSecondTick.ts` (new)** — one shared, ref-counted, page-wide 1 s ticker. `useLiveElapsed` in `IssueChatThread` now uses it instead of a per-instance `setInterval` that forced a full-thread re-render every second per live element. - **`ui/src/components/transcript/useLiveRunTranscripts.ts`** — when the realtime websocket is enabled, the recurring log poll backs off to a 30 s safety-net cadence instead of polling every 2 s on top of the live stream. Added a marker for the durable poll→push rearchitecture. - **`ui/src/lib/issueChatTranscriptRuns.ts`** — `resolveIssueChatTranscriptRuns` now caps the streamed run set (live/active runs always kept; most-recent linked runs fill up to 20) so a large run history can't open a live-transcript poll per historical run. - **`ui/src/main.tsx`** — explicit `gcTime` so cross-tab-published cache entries for unobserved resources are collected promptly. - Tests for the batcher, shared ticker, and run cap. ## Verification - `vitest`: new suites `query-invalidation-batcher.test.ts` (batcher collapses 20 invalidations → 1 flush; keeps distinct keys/variants; dispose cancels; proxy passes non-invalidate methods through), `useSecondTick.test.tsx` (single ref-counted timer, stops when idle), `issueChatTranscriptRuns.test.ts` (cap keeps newest + live). All pass. - Existing affected suites pass: `LiveUpdatesProvider` (23), `IssueChatThread` (), `useLiveRunTranscripts`, `AgentDetail.instructions` — 109 tests across affected files. - `tsc -b` clean. - Behavior confirmed by live profiling before the change (2.7 GB / 66 MB tab, ~8 interval churns/sec growing 7× with age). Runtime churn reduction should be re-measured against a rebuilt bundle with the same instrumentation. ## Risks Low-to-moderate; all changes reduce work rather than add features. - **Invalidation batching** delays live-driven refetches by up to ~300 ms. Optimistic `setQueryData` writes (e.g. the visible issue's new comment) remain immediate, so foreground updates still feel instant; only the safety-net refetch is throttled. Non-live invalidations (user actions, mutations) are unaffected — they use the real client. - **Poll back-off** relies on the websocket as the live source when realtime is enabled; a 30 s fallback poll still covers gaps/reconnects (both the transcript hook and `LiveUpdatesProvider` also auto-reconnect). - **Run cap (20)** means an issue with a very large run history streams live transcripts only for its live/active + 20 most-recent runs; older runs still open normally via their run pages. - Downstream test fallout (timing-sensitive tests around invalidation/polling) may need adjustment — flagged intentionally for follow-up. Durable follow-up (out of scope, marked in code): replace transcript/run polling with server push (SSE/websocket deltas) so idle tabs do no periodic work at all. ## Model Used - **Provider:** Anthropic, via the Claude Code CLI. - **Model:** Claude Opus 4.8 (`claude-opus-4-8`). - **Reasoning mode:** Extended thinking enabled. - **Capabilities used:** tool use (shell, file editing), sub-agent fan-out for codebase analysis, and the Chrome DevTools MCP to reproduce and profile the memory/CPU churn on a live instance. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work (a bug/perf fix, not planned core feature work) - [x] I have searched GitHub for duplicate or related PRs and linked them above (none found) - [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 considered and documented any risks above - [ ] I have updated relevant documentation to reflect my changes (N/A — no user-facing docs; rationale documented inline) - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
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a116713b9a |
feat(mcp) [split 6/8]: add Tools and Profiles UI foundation (#9561)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 6/8 and focuses on UI API, shared components, and Tools/Profile surfaces > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: Operators need typed clients and administration surfaces that compile independently before navigation exposes them. - Proposed solution: Adds UI APIs, hooks, libraries, shared components, Tools/Profiles pages, and the plugin settings consumer required by the new company-scoped API. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/05-runtime-integration`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: UXDesigner sanity pass on Tools/Profile surfaces; Greptile on every PR. ## What Changed - Adds UI APIs, hooks, libraries, shared components, Tools/Profiles pages, and the plugin settings consumer required by the new company-scoped API. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `pnpm check:token-gates` — all gates clean - Focused UI Vitest run with `NODE_ENV=test` — 28 files, 183 tests passed ## Risks - Large dead-code UI additions can drift from activation routes; PR 7 supplies the registration layer and top-level parity catches omissions. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. ## UI Evidence QA captured these from the live Garden MCP split stack at 1440px and verified clean rendering:    --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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8a0db228a6 |
perf(ui): improve Decisions scrolling performance (#9468)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators use the Decisions page to review an uncapped attention feed across active, snoozed, and dismissed items > - Large feeds mounted every row eagerly, and routine interactions re-rendered the full queue > - That made initial paint and scrolling progressively slower as decision history accumulated > - This pull request bounds rendering, stabilizes row props, and lets off-screen rows skip layout and paint work > - The benefit is a responsive Decisions page even for companies with large attention histories ## Linked Issues or Issue Description ### What happened? Opening `/decisions` for a company with a large attention history eagerly mounted every visible-feed row. Expanding, selecting, dismissing, snoozing, or restoring an item could also re-render the entire queue. ### Expected behavior The page should render a bounded initial window, progressively reveal more rows near the scroll boundary, and avoid re-rendering unaffected rows during interactions. ### Steps to reproduce 1. Populate a company with hundreds of attention items. 2. Open `/decisions`. 3. Scroll and interact with individual rows. 4. Observe increasing initial render, layout, paint, and interaction cost on the previous implementation. ### Paperclip version or commit Reproduced on `master` before this PR. ### Deployment and installation Local development, built from source. This is a core UI issue, not adapter- or database-specific. ### Additional context Searched open public issues and PRs; no duplicate was found. ## What Changed - Added a pure `planAttentionRenderRows` helper that allocates one render budget across active groups and open snoozed/dismissed curtains in document order. - Render 50 rows initially and add 100 more when the Decisions page approaches the scroll boundary. - Memoized `AttentionQueueRow`, stabilized parent callbacks and inbox dismissal actions, and passed row items through a shared expand callback. - Added `content-visibility: auto` and intrinsic containment so accumulated off-screen rows avoid unnecessary layout and paint work. - Added render-plan coverage and a regression test proving identical row props do not re-render after a parent update. ## Verification - `pnpm -C ui typecheck` - `pnpm -C ui exec vitest run src/lib/attention.test.ts src/components/AttentionQueueRow.test.tsx src/components/Sidebar.test.tsx src/pages/Inbox.test.tsx` — 96 tests passed - `pnpm check:token-gates` — all gates clean ## Risks - Low risk: the change is UI-only and does not alter API or database contracts. - The main behavioral risk is incorrect row-budget accounting across collapsed groups or open curtains; the pure planner has focused tests for ordering, truncation, and collapsed/closed sections. - Progressive rendering means rows beyond the current budget are intentionally absent until scrolling nears the boundary, matching the existing Issues list pattern. > This is a targeted performance fix and does not overlap planned core feature work in `ROADMAP.md`. ## Model Used - Anthropic Claude Fable 5 assisted with the implementation using repository tools and code execution. - OpenAI Codex `gpt-5.6-sol` prepared and verified the PR with high reasoning effort, repository tools, shell execution, and GitHub/Paperclip API access. The runtime did not expose a context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes (no documentation changes were required for this UI-only behavior) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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36ec79c196 |
feat: add attention queue and Decisions surface (#9380)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, where operators need a reliable way to find and act on work awaiting their input. > - The attention and issue-thread interaction subsystems expose those decision points across server APIs and the board UI. > - The previous navigation and interaction presentation left these actions fragmented and did not offer a controlled rollout for the Decisions surface. > - This branch adds the attention feed, richer interaction cards, grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry. > - It also keeps experimental settings and API contracts synchronized, with an idempotent migration for the new dismissal state. > - This pull request delivers the complete, tested attention/Decisions experience as one reviewable unit. ## Linked Issues or Issue Description - Adds an operator-focused attention queue and Decisions experience: grouped decision cards, semantic interaction actions, dismiss/snooze handling, resilient interaction states, and an experimental flag to control the Decisions navigation entry. ## Feature Context ### Problem or Motivation Operators currently have to hunt across approvals, interactions, failed runs, and budget alerts to find decisions that need their action. ### Proposed Solution Provide a gated Decisions attention queue that groups actionable items, supports direct resolution, and preserves operator control through dismiss and snooze actions. ### Alternatives Considered Keep separate, source-specific views only; this leaves cross-cutting operator decisions fragmented and harder to prioritize. ### Roadmap Alignment This improves the V1 control-plane operator workflow by making pending governed actions discoverable in one company-scoped surface. ## What Changed - Added server attention-feed services, routes, interaction handling, dismiss/snooze support, and an idempotent `0145` inbox-dismissal migration. - Added shared attention, inbox-dismissal, and experimental-settings contracts. - Added Decisions/attention UI, interaction-card states, sidebar badge/navigation integration, grouping, keyboard support, and Storybook coverage. - Added tests for attention behavior, thread interactions, settings normalization, dismissals, and API behavior. - Removed generated screenshots from the final PR diff and rebased the branch onto current `master`. ## Verification - `pnpm check:token-gates` — passed. - `pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/attention-service.test.ts server/src/__tests__/inbox-dismissals.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts ui/src/lib/attention.test.ts ui/src/components/AttentionQueueRow.test.tsx ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests across 9 focused files. - GitHub Actions for `ad636f560`: build and typecheck/release-registry have passed; remaining general-server and Greptile checks are in progress. ## Risks - Moderate: this is a cross-layer attention/interaction feature with a new migration and navigation behavior. - The `enableDecisions` experimental setting defaults to off, limiting rollout impact. - Existing dismissal data is backfilled to `dismiss`; the migration is idempotent and uses guarded constraint creation. > ROADMAP.md was checked; no duplicate planned core feature was identified. Related open pull requests were searched before opening this PR. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution. Context-window size unavailable in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My public PR branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally; focused tests pass and the remaining unrelated AWS test failure is documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
