166 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	9bf7dc0c8f	feat(agents): bulk edit connections and default models (#17215) ... Add harness-scoped bulk connection and default-model edits to the agent roster, with compatible choices, change previews, per-agent save results, and retries. Use an icon-based harness filter, keep agent rows readable, remove the status selector and selection hint, and redirect legacy status URLs to the full roster. Preserve authorization, audit history, unrelated settings, and optimistic concurrency checks through the existing agent update route. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-22 18:47:06 -05:00
DottaandPaperclip	d33b40a5c3	fix: recover saved work and provide reliable task Retry (#16965) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The control plane must retain work when an execution or workspace export fails. > - Retained-workspace holds can leave saved input waiting with no usable Retry action. > - Users cannot verify process ownership or repair provider allocations. > - This pull request gives system recovery a durable budget and gives each deliberate Retry a durable intent. > - Safe recovery can preserve files, settle an accepted result, or prepare an independent workspace. > - One task state keeps infrastructure diagnostics out of the ordinary conversation while preserving real permission and approval gates. ## Linked Issues or Issue Description **What happened?** A task with a retained workspace can show recovery, failed-run and saved-message warnings at the same time. Historical runs without native workspace descriptors cannot use the native restore path. Old recovery metadata can prevent a new attempt even when an independent workspace would be safe. **Expected behavior** Paperclip owns bounded infrastructure retries and file preservation. A user can request another attempt with ordinary Retry. Thinking appears immediately. The service preserves completed effects and current user controls. It does not claim that starting fresh recovered the old files. **Steps to reproduce** 1. Retain a failed run and its workspace after export or process-stop failure. 2. Save a follow-up while the recovery hold is active. 3. Open the task and try to continue without infrastructure credentials or operator certification. Refs #16906, #16835, #16883. This extends their recovery and receipt contracts. Related work: #16962 and #16963. ## What Changed - Add task-level Retry with company-scoped authorization, all-status idempotency and durable admission before physical work. Keep exact-run Retry compatible. - Add typed recovery phases, finite persisted backoff, historical adoption and durable local failure diagnostics. - Preserve native workspaces or verified historical snapshots. Admit an independent fresh workspace only after execution containment. Keep old-source preservation and cleanup obligations separate. - Carry completed publication and API receipts forward. Fence uncertain mutation retries across replacement runs. Preserve connected-chat identity and authorization. - Re-enter normal dispatch for saved input. Reuse accepted results through the existing finalizer. - Use one task interruption projection across the thread, composer and task list. Show optimistic Thinking, ordinary Retry and genuine user gates. - Add PostgreSQL, filesystem, API, browser-fixture and controlled provider coverage. Document the behavior and update the feature/access maps. ## Verification - All GitHub Actions CI jobs pass on `6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all server/chat/workspace and serialized suites, Runner checks, eight browser shards, canary and build. The required merge gate passes. - Greptile reviewed the final commit at 5/5, with no actionable findings or unresolved review threads. Its two earlier P1 findings are fixed. - Full recursive typecheck and build pass locally on the final commit. All 16 task Retry cases pass against isolated real PostgreSQL. The unrelated-success case and both stale Retry cases fail on the previous code and pass after the fix. - The corrected gateway fixture passes its uncertain-mutation and independent-read case. Four real HTTP API cases pass for definite 403/422 rejection, completed-effect reuse, and uncertain-effect fences across deliberate and automatic retries. These focused gateway/API checks used a temporary database lifecycle harness on an existing healthy local PostgreSQL process. The standard repository helper is unchanged. - Earlier qualification covers 291 task UI cases, saved-file copyback and ancestry, current Agent Chat ownership races, nine chat Retry API browser cases, and six assembled browser recovery fixtures. A real API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a delayed response, admitted one successor in a separate workspace, retained original files, and survived reload. - The controlled Daytona test interrupts export, joins the controller, restarts it in a separate process, and verifies one agent start, one external sentinel operation, retained file contents and no premature cleanup. It does not establish abrupt-kill or live LLM/GitHub acceptance. - The full local `pnpm test:run` was attempted and was not green: an OAuth row-lock timing assertion failed, and a later suite exhausted macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun against a separate database. Later embedded database initialization failures remain recorded; the final CI matrix passes. - Security scanning passed on production-code commit `63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes one test-fixture identity line. The final scan is neutral/inconclusive because its pinned merge-base checkout failed or timed out. Both rerun API requests returned 404, so no fresh successful scan is claimed. Socket and Snyk checks pass on the final head. - The optional Paperclip Review remains queued behind an earlier run in workspace finalization. Its prior completed assessment was incomplete because a comparison tool was blocked by the platform filter. It is not counted as a completed code review. GitHub does not require this check for merge. - Hosted acceptance remains pending deployment. Local and CI results do not establish recovery of a hosted task or its retained files. ## Risks - Recovery changes span admission, physical ownership and dispatch. Incorrect evidence could permit overlapping work. Existing physical locks and authoritative stop requirements remain in place. - The migration adds concurrent indexes. It requires the existing top-level migration runner and retries incomplete index creation safely. - A fresh attempt can complete while old-source preservation remains unresolved. The service retains that obligation and does not report those files as recovered. - Unknown tool mutations remain blocked until their authoritative receipt owner resolves them. Generic upstream tools have no universal result-query protocol. - Recovery and diagnostics stay inside the stack. No Cloud incident endpoint, notification worker or new outbound reporting channel is included. ## Model Used OpenAI Codex, GPT-6 family. The runtime does not expose a more specific model version or context-window size. The model used reasoning, shell execution, source editing and browser tools. No model subagents were used for this implementation. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; the full local run limitation is documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-20 19:58:53 -05:00
DottaandPaperclip	bc091f0a21	fix(recovery): recover retained workspaces before saved messages (#16906) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stopped run can leave useful files in its original sandbox. > - The server keeps that sandbox when it cannot confirm file copyback. > - The task can then save new user input but offers no safe way to recover the files. > - A retry of the old agent turn can repeat work that already finished. > - This pull request recovers files through the existing workspace owner and delivers only saved human input. > - The user can recover a task without certifying infrastructure facts or losing completed work. ## Linked Issues or Issue Description Refs #16883 and #16835 for publication receipts and verified process termination. Related: #16478 clears stale holds after copyback already succeeded. This change performs the missing export and records its proof. #16901 manages the main GitHub response comment and does not perform workspace repair. **What happened?** A failed run retained its workspace. A later user message stayed saved behind a file-repair hold. The task asked the user to verify process termination and file recovery but offered no repair control. Sending a message could show an optimistic Working state and move the task to Todo before admission succeeded. **Expected behavior** The harness should recover the original files when it can prove ownership and termination. It should preserve newer edits and completed operations. Only waiting user input may start another turn. Missing evidence must keep the source held with a specific explanation. **Steps to reproduce** 1. Interrupt a sandbox run before workspace finalization succeeds. 2. Retain its exact allocation and save a user follow-up. 3. Observe the file-repair hold and missing end-user repair path. ## What Changed - Add source-bound background recovery for native and legacy runs. An accepted native result is not required. - Share the physical copyback lock and durable owner. Resume only the exact stopped allocation, export files, verify persistence and obtain a fresh stop receipt. - Persist retry limits and idempotent requests on the existing recovery record. Limit each server to two background exports. Add an indexed candidate scan and a separate cleanup obligation. - Add a task-editor recovery endpoint. Deny agents and viewers. Reject caller-supplied stop or repair claims. - Deliver waiting human input once through ordinary admission. Preserve pause, approval, budget and assignment gates. Require historical conversational-adapter evidence for legacy-to-Runner continuation. - Include exact GitHub publication receipts in continuation context. Preserve unknown effects and the original failed run. - Show observed recovery progress, a transient-failure retry action and specific service blockers. Keep saved messages visible. Suppress false startup feedback and implicit Todo promotion behind a file hold. Hide unavailable workspace links. - Update execution semantics, capability maps and production-component stories. ## Verification - Red: the original read model failed the new recovery-progress assertion; the other 23 checks in that file passed. - Passed: recovery regressions with 28 cases with real PostgreSQL, files, tar and Git operations. Lifecycle provider calls are controlled test boundaries. Coverage includes native/legacy export, concurrent owners, rollback after export, interrupted archive export with a new database connection, lost replies, historical discovery, durable retry limits, separate cleanup and saved-input delivery. The actual candidate query uses its partial index with 3,000 unrelated history rows. A first automatic repair can bind verified old-controller stop proof without an accepted native result. Review also reproduced and fixed export-only continuation and cleanup lost after a committed repair. Cleanup remains discoverable without waiting input and after task reconciliation. - Passed: two GitHub integration cases verify that continuation context carries the existing publication receipt and does not write another response. Company and task boundaries are checked. - Passed: 293 continuation, workspace-sync, platform-receipt and OpenAPI checks. After file repair, actual dispatch retains pause, cancellation, approval, real budget-policy and assignment gates. - Passed: 174 route checks, including editor admission, agent/viewer denial and rejection of fabricated repair claims. - Passed: 351 task detail, workspace properties and comment-reopen checks after updating the new read boundaries and asynchronous workspace-link expectations. Two new route cases keep held tasks Blocked when a comment is saved. - Passed: 265 task-thread and recovery-notice checks. The broader continuation suite also passed; its new legacy migration case first exposed a gap that the focused recovery suite now covers. - Passed after rebase: `pnpm -r typecheck` and `pnpm build`. The later master merge adds an unrelated permission migration; recovery migration generation and safety checks passed after the merge. - Passed: token gates, module boundaries, map structure and migration checks. The recovery index is migration 0360 after current master. - Browser: inspected the production recovery component and its retry-to-queued transition with fixture data. The first dev dependency load failed; a reload after optimization resolved it. This is UI evidence, not a live provider recovery claim. - Every test shard passed on final commit `bbbc09efb4`. The older local `pnpm test:run` was stopped after the complete CI test matrix passed. Local full typecheck and production build passed. The first CI build compiled and booted, then lost its runner during the clean public npm-install check. An isolated retry passed the build, production boot and clean public npm-install verification. - Greptile reviewed final commit `bbbc09efb4` at 5/5. All review threads are resolved. - The change is not deployed. Hosted recovery remains unverified until the served revision includes this change. ## Risks - Recovery crosses process, provider and persistence boundaries. Missing or mismatched ownership, stop, descriptor or file evidence keeps the hold. It never selects a replacement allocation or silently starts over. - File recovery does not certify external action outcomes or authorize replay. New input still uses normal execution admission. - Historical sources without sufficient durable evidence can remain blocked. Destructive reconstruction stays separate. - The index migration is idempotent. It changes no task data. Snapshot pruning follows repository policy. ## Model Used OpenAI Codex, `gpt-6.1-sol`, with code execution and browser tools. `gpt-6-astra` assisted earlier investigation. The runtime does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 21:51:46 -05:00
DottaandPaperclip	3e5a9f5afe	perf(ui): load recent tasks with bounded summaries (#16851) ... Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior. Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation. Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-19 12:13:28 -05:00
DottaandPaperclip	9077748894	Remove the Pipelines experiment and preserve its data (#16834) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Pipelines was an unused experiment with its own UI, API, CLI, and automation. > - Keeping it leaves unsupported product surfaces and extra task-detail queries. > - Removing the experiment must preserve data that users already saved. > - This pull request removes the feature and keeps its database schema and migration history. > - Cases and Routines remain available as separate features. ## Linked Issues or Issue Description **What existing behavior does this improve?** Remove the unused Pipelines experiment across the application. **Current behavior** The experiment includes pipeline boards, stage settings, case automation, review queues, learnings, permissions, and CLI commands. Task detail also queries pipeline links. **Proposed behavior** Remove all these product surfaces and their implementation. Preserve existing tables, records, and documents. Ignore the retired boolean in older managed configurations so upgrades still start. **Breaking changes** Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are removed. Task detail no longer includes the old `linkedCases` field. The independent Cases API remains available. No database migration or cleanup is included. Related feature work: #7907, #9110, #10905, #11375, #13004, #14671, #16133. Related issues: #9663, #10310, #10312. This removal supersedes the feature; it does not implement those pending enhancements or delete their saved data. ## What Changed - Remove Pipeline UI pages, navigation, gates, clients, query keys, helpers, and unused design tokens. - Remove Pipeline REST routes, services, automation dispatch, task-detail queries, and OpenAPI discovery. - Remove the CLI commands, shared contracts, experimental flag, catalog entry, and permission defaults. - Remove feature-specific tests, tutorials, smoke scripts, maps, and Storybook examples. - Preserve database schema, migration history, and the reserved document key used by old records. - Keep Cases routes independent and cover obsolete stored and managed settings. ## Verification - Passed: `pnpm build` and `pnpm -r typecheck`. - Passed: targeted settings, managed configuration, sidebar, settings UI, routing, and feature-catalog tests. A first sidebar run caught a shared Workspaces icon import; the import was restored and the sidebar rerun passed. - Passed: 40 tests covering Cases routes, OpenAPI discovery, retained Pipeline table constraints, and schema snapshot drift. - Passed: token gates, map validation, generated API metadata check, Storybook catalog validation, and 28 map/catalog tests. - Passed: isolated local browser verification of navigation and Experimental settings with Pipelines absent; Cases and Routines still open normally. Live GET/POST requests to retired Pipeline endpoints return 404, and the retired setting is absent. CLI help has no Pipeline commands. - Passed: 22 access-service and agent-default-grant tests after restoring unrelated permission assertions flagged in review. - Local full run: `pnpm test:run` reported one failure in the unchanged workspace-runtime port-allocation test. That test passed in an isolated rerun. The long local run was stopped after full CI passed; it is not reported as a complete local pass. - Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2 conditional checks skipped), including build, typecheck, test shards, and browser suites. Eleven interrupted CI jobs reported “The operation was canceled”; their one-time retry passed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/39255211006). - Greptile: 5/5 on the final commit, with the only review finding fixed and resolved. - Sandbox socket restrictions affected the first build/API test attempts. The same commands ran with local sockets available. ## Risks - Existing Pipeline clients must stop using the removed endpoints and commands. - Existing data remains in the database and backups, but the removed UI no longer displays it. - Historical boolean `enablePipelines` values are ignored. They cannot restore the feature. - Cases and Routines must retain their separate behavior. Targeted route tests cover this boundary. ## Model Used OpenAI Codex, GPT-6, with repository inspection, editing, shell execution, and browser verification. The exact deployed model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 08:09:46 -05:00
DottaandPaperclip	7c7d2d8d2c	fix(runtime): continue from saved sources after workspace loss (#16690) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runtime must preserve saved work and prevent duplicate execution. > - Older cleanup could destroy a sandbox before its workspace export finished. > - The existing recovery controls require either the original sandbox or recovered original files. > - Surviving attachments can support a rebuild, but they do not prove that missing edits were recovered. > - This pull request adds an explicit reconstruction decision and one fresh continuation through the normal execution gates. > - Operators can continue useful work while the original failed run remains truthful. ## Linked Issues or Issue Description **What happened?** A historical failed export can have an accepted result, a prepared workspace descriptor, and a confirmed destroyed sandbox. Its notice can also say `new_source_execution_path` and disappear. The task then has neither a truthful original-file repair path nor a supported reconstruction path. **Expected behavior** Keep the missing-file obligation visible. Let an authorized operator choose surviving task attachments and record lost work and external action outcomes. Start one fresh continuation after current execution checks. Keep the old result and failed export intact. **Steps to reproduce** 1. Seed a failed native export with a prepared descriptor and an exact destroyed-lease receipt. 2. Resolve its notice with the historical `new_source_execution_path` bookkeeping value. 3. Read the task. The baseline hides the hold even though no source reconciliation exists. 4. With this change, choose **Continue from saved sources** and submit a reconstruction decision. Related public work: #16451 preserves healthy warm sessions. #16583 prevents destructive cleanup of unexported work. This change handles historical source loss that those fixes cannot undo. Searches of open and closed work found no equivalent reconstruction endpoint. ## What Changed - Add a board-only reconstruction endpoint with `runtime:manage` and task visibility checks. - Validate the exact run, result, descriptor and destroyed lease. Reject active copyback, competing owners, newer work, stale task status, and foreign attachments. - Record attachment hashes, missing work, and external action outcomes. Preserve the original failed run, accepted result, prepared descriptor and terminal failure. - Hold other continuation paths until the durable reconstruction intent admits its successor. Record that successor in the same transaction and preserve the retry count. - Add an operator control that distinguishes reconstruction from original-file recovery. Update the recovery runbook and capability maps. ## Verification - Exact baseline source returns no blocker for the destroyed-source fixture. The same fixture returns a required recovery hold with this change. - New real PostgreSQL and assembled API/heartbeat suite: 25/25 pass. It covers duplicate submissions, lost acknowledgement, context reset, source identity, task ownership, concurrent execution attachment scope, later human blocks, deleted sources and agent pause. - Existing export retry, explicit continuation and recovery-action suites: 386 cases pass. One new-fixture constraint error in the combined run was corrected; the full new suite then passed. - UI recovery suites: 46/46 pass across three files. They cover disabled actions, loss acknowledgement, failure retention and runtime authority. - `pnpm -r typecheck` and `pnpm build` pass. The first sandboxed typecheck attempt could not open the TypeScript IPC socket; the authorized rerun passed. - Module boundaries, map checks, token gates and diff whitespace checks pass. - OpenAPI route coverage: 21/21 pass. The first CI head exposed a missing endpoint registration; this head adds the registration and the focused suite passes. - Review identified a missing dispatch-time check and an isolated attachment cache. Both are fixed. Claim and final handoff recheck the exact successor, sources and current execution gates. A controlled post-claim operator block prevents the assembled heartbeat from entering the provider. The shared attachment cache refreshes uploads and removes deleted selections. - Final focused run: 180/180 pass across six suites, including reconstruction, existing dispatch/stale-queue contracts and UI recovery. - A second review reproduced cancellation by an already satisfied historical connection card while the task was `todo`. Read-only connection availability now works before checkout; active-task mutation checks remain strict. The baseline failed two cases; after the fix all 74 connection and reconstruction tests pass, including revoked access, pending questions and pending approvals. - All current-head CI gates pass on `9d197236da11fa24f1ceadf5589cb2b81179d824`, including general/serialized tests, Runner, build and browser gates. Greptile is 5/5 for that exact head with no unresolved threads. The full local `pnpm test:run` is still running its serial server group; no full local pass is claimed. Live staging recovery is pending deployment. ## Risks - Reconstruction cannot restore missing bytes. The operator must identify surviving sources and actions that must not be repeated. The agent must verify those attachments before rebuilding. - This path is limited to exact, confirmed destroyed remote sources with an accepted result. Retained or uncertain sources keep their existing repair path. - No schema migration, credential change, budget increase or warm-session policy change is included. Normal pause, ownership, budget, approval and dispatch gates still apply. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution. The session does not expose an exact backend 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 (focused suites; full local run limitation recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-17 22:57:10 -05:00
4 people	0b0e53029f	fix: recover saved workspace results automatically (#15824) ... ## Thinking Path - Paperclip preserves accepted agent results before workspace copyback and result commitment. - A replaced controller can leave a physical copyback owner receipt behind. A lost database lock or expired lease cannot prove that its tar/Git children stopped. - Infrastructure recovery should belong to the runtime and deployment harness; task users should not investigate processes or attest shutdown. - New receipts record the exact deployment. The harness independently verifies that deployment fully stopped and signs a short-lived proof bound to the stack, run, owner and deployment. - The existing guarded reconciler then finishes the same accepted result without a new agent turn. Legacy receipts retain the documented administrator API after independent platform verification. ## Linked Issues or Issue Description **What happened?** An accepted native result can remain at `workspace_finalizing` with an abandoned physical copyback owner. Repeated recovery sweeps could replace specific instructions with advice to start new agent work. The first version of this PR exposed a shutdown-evidence form in the task; that asks end users to resolve infrastructure details. **Expected behavior** Automatically verify and recover the exact stopped deployment, preserve the original accepted result and existing approval/monitor waits, and show only a quiet task status. Unknown or live workers must remain fenced. Older receipts without platform identity need independently verified operator assistance through the administrator API. **Steps to reproduce** 1. Persist an accepted native result and a copyback receipt from a prior controller. 2. Replace that deployment before workspace finalization commits. 3. Let the normal finalization reconciler revisit the saved result. 4. With a platform-bound receipt and a fully stopped deployment, recovery should finish automatically. With missing, live, unverifiable or changed ownership, it must not write files or create another provider turn. Related public work: #14402 introduced copyback ownership; #9687 handles dead-run finalize barriers; #15795 handles terminal stale-run cleanup. This change addresses an accepted result whose physical copyback owner prevents commitment. ## What Changed - Record Railway project, environment, service and deployment identity on new physical copyback owners. - Request read-only platform verification from the managed cloud harness. Require an Ed25519 stop receipt with a disjoint purpose, configured signing key, exact stack/run/owner/deployment binding and valid expiry. - Keep live, unknown, malformed, unavailable and legacy owners fenced. Compare the whole prior receipt during ownership takeover, under the existing dedicated advisory lock. - Persist platform proof and audit automatic takeover. Resume normal finalization of the same saved result, preserving task ownership, approved boundaries, monitors and pending confirmations. - Remove process metadata, shutdown evidence, confirmation checkboxes and infrastructure-repair forms from task views. Suppress the duplicate technical owner-recovery card. Show “Restoring saved work…” only from server-confirmed recovery or queued operator recovery; platform identity alone shows the operator-assistance fallback. Remove the status when recovery resolves. - Share current-task, current-running-execution, accepted-result, authoritative-reviewer and newer-execution checks between automatic and operator recovery. Validate after the provider lookup, atomically with the owner claim, and again before file publication; closed or superseded tasks cannot start copyback. - Keep the separately authorized exact-owner API for operator recovery of legacy receipts, with active-lock, live-controller, stale-result and newer-execution rejection. Generic dismissal cannot bypass the copyback fence. - Replace obsolete form stories with production-backed automatic, queued, legacy, completed and mobile examples; retain stable suite IDs. Update the operator runbook and scoped Storybook catalog. ## Verification - Red/green: new platform-proof tests failed before implementation; the database takeover regression failed against the original ownership guard; reduced-UI assertions failed against the original form. All pass after the changes. - Passed: 59 physical-owner/finalization database tests using isolated PostgreSQL, including real reconciler commitment from all three saved-result phases through both automatic and operator recovery. They preserve result identity, exact saved file bytes, pending approval and overdue monitor waits, and create no new run or wake request. Unknown evidence and changed ownership remain fenced. - Passed: 162 focused proof, cloud identity, recovery route, recovery-card and reduced-UI tests. - Passed: full workspace typecheck and build, final server/UI typechecks, token gates, and Storybook build. - Browser inspection: desktop task composition shows only the quiet status; completed example removes it and retains the approval-wait message. Mobile shows the existing bottom navigation with no horizontal overflow. These are fixture UI observations, not live provider acceptance. - A companion harness change implements the actual provider check, signed receipts, server-token authentication and bounded/coalesced provider reads. Its full typecheck and test suite passed: 3,240 passed, 92 skipped, zero failures. This application alone cannot enable platform verification. - The updated full application `pnpm test:run` was stopped after repeated local embedded-Postgres startup failures; it is not claimed green. The same affected recovery suites pass against isolated PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks, two intentional skips, and successful legacy Snyk status. Greptile is 5/5 with no unresolved findings. - Global Storybook catalog validation is green: 225 files, 2,224 stories. Its 17 catalog/index tests pass. Master was merged and the inherited index metadata was reconciled after source review. - Review correction red/green: two UI and two database assertions reproduced misleading progress / missing server recovery state; all pass after server-confirmed state was added. All 153 focused server tests and 68 UI tests pass on the final recovery code, including repeated-sweep idempotence. Full workspace typecheck/build, token gates and Storybook build also pass. - Safety regression red/green: stale-task copyback and publication tests failed against the previous guard. The final suite covers changes during proof lookup, closed/cancelled tasks, replaced execution/checkout, newer and queued legacy runs, reassignment and rejected/unbound results, plus the real reconciler selecting closed or superseded tasks. Files remain untouched and no workspace operation starts. - No staging mutations, deployment, live provider probes or live production recovery were performed. The three historical receipts lack deployment identity and still require independent operator proof. ## Risks Automatic takeover requires the companion harness release and configured runtime-identity keys. Deploying only this application leaves unavailable evidence fenced. Legacy receipts are not retrospectively assigned a deployment identity. An authorized operator can still make an incorrect attestation through the fallback API; its administrator gate and exact-owner safeguards remain. Provider history that is missing or deeper than the bounded lookup defers automatic recovery. Copyback can still fail under its existing retained-workspace policy. No migration, telemetry change or cloud provider credential delivery is required. The companion harness PR also has passing CI and a 5/5 review; neither branch is deployed. ## Model Used OpenAI Codex, GPT-6, with repository inspection, browser verification, tool use and code execution. 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the relevant tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Paperclip <paperclip@paperclip.ing> Co-authored-by: Devin Foley <devin@paperclip.ing>	2026-10-13 10:14:45 -05:00
DottaandPaperclip	f329b24ee1	feat: give tasks durable project-optional workspaces (#15749) ... Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries. Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-12 20:45:18 -05:00
DottaandPaperclip	b6b3cb3761	Fix unavailable workspace branches with an inline repair and retry (#15726) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Isolated workspaces must resolve a starting Git ref before an agent starts. > - A task can explicitly select a branch that the repository does not have. > - The current recovery notice calls this a missing secret and offers no branch repair. > - This pull request explains the branch failure and adds a task-scoped repair action. > - Operators can correct the branch and request a guarded retry from the task thread. ## Linked Issues or Issue Description Related: Refs #11892 added unresolved-ref recovery. Refs #15719 added bounded failure diagnostics. This change uses that recovery path and adds its operator repair UI. **What happened?** A task that selects `main` in a repository with only `master` stops before the adapter starts. The task shows a missing-secret message and a generic retry. Repeating the run cannot fix the stored branch setting. **Expected behavior** Explain that the starting ref could not be resolved. Offer a verified repository default, or let the operator enter a branch. Save only the task's starting branch and retry its recorded owner through the existing admission gates. **Steps to reproduce** 1. Create an isolated-workspace task in a repository with `master` and no `main`. 2. Set the task's base ref to `main` and assign an agent. 3. Wait for the configuration failure. 4. Use the inline branch repair and confirm the agent completes in a worktree based on `master`. ## What Changed - Replace the missing-secret diagnosis for unresolved workspace refs. Keep uncertain fetch/access failures described as uncertain. - Read the remote's advertised default branch with the existing Git credentials and a bounded timeout. Do not guess or silently change the branch. - Add an atomic branch repair to the existing recovery resolution endpoint. Check company access, board runtime permission, incident identity, current owner, task/project state, dependencies, interactions, approvals, budget, and active execution before requesting a retry. - Preserve the effective inherited workspace setup when saving the task branch override, and attach one repair notice per failed run even when the incident is reused. - Bind the shared repair card to the exact recovery notice and failed run in both task-thread renderers. Validate branch syntax and prevent duplicate submissions. - Add Storybook examples, regression tests, and a documented local acceptance fixture with a real Git repository and process adapter. ## Verification - Red/green regressions cover the repair endpoint and preservation of inherited agent setup. The regression failed before each fix and passed afterward. - Focused integration suite: 162 tests passed; task-thread/card suite: 230 passed. After review refinements, all 13 repair-route tests, 10 card tests, 77 recovery-action tests, and the repeated-failure heartbeat regression passed locally. - Real browser acceptance passed for suggested-branch and custom-entry repairs. Invalid syntax left the task blocked. Both valid repairs ran the authenticated worker in a real isolated worktree and reached Done; reload preserved the result. - Repeated failures reused the recovery incident and retained an actionable notice on the latest run. The inherited-setup journey verified the provisioned file, agent branch template, worktree parent directory, and actual Git commit before completing. [Before/after screenshots](https://github.com/paperclipai/paperclip/pull/15726#issuecomment-6088734666). - Full local typecheck and build passed; server typecheck passed again after review fixes. Token gates passed. - The monolithic local Vitest run was stopped after resource-contention timeouts and stale assertions. Targeted regressions were rerun; the full CI matrix passed on final revision `26c543ff490bec29ddc77a49ee532c7f84fb96dc`. One signoff E2E worker-cancellation failure passed on a rerun without code changes. The two opt-in Storybook workflow jobs were skipped; the Storybook journey was checked manually. - Repeat the live journey with `tests/e2e/workspace-base-ref/README.md`. Storybook examples use simulated callbacks and are not the live acceptance proof. ## Risks - Default-branch discovery can add up to 10 seconds to an unresolved-ref failure. Lookup failure leaves manual entry available. - A valid branch name can still be absent or inaccessible. The retried workspace preparation remains authoritative and can block again with new evidence. - Retry remains subject to normal admission gates. The repair changes only the task override; it does not alter project or agent defaults. - No database migration or new dependency. ## Model Used OpenAI GPT-6 through Codex, with tool execution, repository analysis, and browser testing. The exact serving variant and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 15:56:14 -05:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description **Subsystem affected** Server services, shared contracts, database accounting, Company Settings, and Costs. **Problem or motivation** Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. **Proposed solution** Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. **Alternatives considered** Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. **Roadmap alignment** Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 15:53:13 -05:00
DottaandPaperclip	8cfedd7df8	fix(runner): restore task monitors and durable timed waits (#15446) ... ## Thinking Path > - Paperclip manages AI agents and their task execution. > - Agents need a durable way to return to work after a delayed check. > - The issue monitor scheduler already provides a one-shot wake for an assignee. > - Native runners reject generic execution-policy writes and had no bound monitor tool. > - Scheduling alone is insufficient because native completion also needs to accept a timed wait. > - This pull request adds an authorized monitor tool and connects it to completion and the existing scheduler. > - An agent can now schedule its next check, end the run, and resume on the same task. ## Linked Issues or Issue Description **What happened?** A native runner could not set its own task monitor. `call_api` correctly rejected execution-policy writes, while `schedule_wake` had no production binding. `paperclip_finish` also rejected monitor waits. **Expected behavior** A standard native run can set a one-shot monitor on its current task or another accessible task assigned to the same agent. After a confirmed schedule on the current task, it can yield. The scheduler later delivers `issue_monitor_due`. **Steps to reproduce** 1. Start a standard native task. 2. Ask the agent to check the task again later and end its current run. 3. Inspect available tools and try the generic issue execution-policy update. 4. Observe the missing native tool and the lifecycle-write denial. Related PRs: #14680 concerns monitor notes in the shared wake prompt. #11919 changes attempt-limit scope. This PR adds native scheduling and completion authority and retains the existing cumulative attempt bounds. It does not depend on either PR. ## What Changed - Add provider-neutral `set_task_monitor` with a default current-task target, future timestamp, required notes, existing bounds, and explicit clearing. - Check company, task visibility, ownership, runtime permissions, work mode, and active-run authority. Preserve review-only restrictions. Reject the reserved server-owned quota-recovery name before saving or accepting a native wait. - Commit the monitor, audit event, and retry receipt together. Retry receipts survive a successor run without re-arming cleared or consumed timers. - Permit `paperclip_finish` to yield to a persisted monitor. Recheck ownership and the schedule when committing final disposition. Release execution without an immediate continuation. - Preserve due monitors during native execution. Fence wake admission and consumption against replacement, clearing, reassignment, and completion. Preserve unrelated review policy. - Expose scheduled and consumed monitor instructions in task context. Update provider schemas, Rust validation, generated contracts, and execution documentation. - Add an opt-in live Codex smoke script with isolated data and explicit run/session/runner/process evidence. ## Verification - Repository `pnpm -r typecheck` and `pnpm build` passed after rebase. Server typecheck passed again after review fixes. All CI test shards pass on `3def77b1b`, including runner TypeScript/Rust, server, serialized server, workspace, and browser tests. All CI gates are green, including the canary dry run. Greptile is 5/5 on the same commit with zero unresolved threads. - The local monolithic `pnpm test:run`, started before the rebase, was interrupted after current-head CI test coverage passed. It is not counted as a standalone full-suite pass; the focused local regression suites passed. - Targeted server tests cover scheduling, replacement, clearing, policy preservation, cumulative bounds, cross-run retries, permissions, provider-neutral discovery, review restrictions, completion authority, and scheduler/finalizer races. - Runner contract/catalog/semantic tests and Rust terminal-tool tests cover the new operation and monitor completion. - Live Codex test passed twice (latest live run on `e0bcd63e6`) in a temporary database and workspace, with a 300,000 ms warm window. First run `67bd7709-c089-4d4a-9d2b-0d6b618a34b0` yielded at `2026-10-07T13:15:03.274Z`. Second run `97c323f9-595a-4cc5-a007-db5a2fbb937c` started at `13:15:30.952Z`, received `issue_monitor_due`, and completed the same task. Exactly one monitor wake was recorded. - Both live runs used native session `7b1dd753-1c9b-4e7a-b22f-a125dbc3748c`, runner `e90d9a1b-3502-4ee3-b15e-edc024c555d4`, provider session `01a11680-6d01-70c0-9a55-db7246ed66c3`, and PID `64218` with the same process start time. This proves warm reuse for that local Codex test, not only successful scheduling. - Reproduce the paid live test with `node --import ./server/node_modules/tsx/dist/loader.mjs server/scripts/smoke-native-task-monitor.ts --run`, with the installed Codex binary on `PATH` and a valid local login. ## Risks - The scheduler now defers monitor dispatch while the task has an active native run. A stuck run still depends on the existing recovery lifecycle. - Idempotency uses the existing run ledger; no table or migration is added. - Other providers share the tested tool and completion contracts. Only Codex received a live model test. - Existing `call_api` lifecycle restrictions remain enforced. Monitor waits do not bypass task blockers, reviews, or approvals. ## Model Used OpenAI Codex, GPT-6 family, with tool use, code execution, and TypeScript/Rust editing. The session does not expose the exact deployed model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 08:41:24 -05:00
DottaandPaperclip	3a726e676f	feat: enforce private task permissions across execution and data (#10633) ... Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:06:40 -05:00
DottaandPaperclip	b508a05c43	feat: add internal agent complaints and suggestions (#15367) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use legacy skills or native runner tools to work on tasks. > - Those agents can encounter friction that does not belong in the task thread. > - A complaint should preserve the raw reaction. A suggestion should describe an improvement. > - This pull request adds attributed local storage and both submission paths. > - Agents can submit feedback once and continue their primary work. ## Linked Issues or Issue Description **Subsystem affected** Server, database, shared contracts, runtime skills, and native runner tools. **Problem or motivation** Agents have no default internal channel for incidental complaints and suggestions. Sending this feedback through task comments adds noise and can alter task workflows. **Proposed solution** Store free-form feedback in the current instance database. Derive agent, run, company, and task attribution from active authority. Provide default legacy skills and provider-neutral native actions. Keep the instructions close to Warp's MIT-licensed originals. **Alternatives considered** Task comments and external Slack delivery add unwanted side effects. Mandatory suggestion fields and short editorial limits would discard useful feedback. This release has no listing API, UI, read tool, automatic triage, or external forwarding. **Roadmap alignment** This is a maintainer-requested addition to the existing runtime skills and runner tool paths. It does not duplicate a listed roadmap milestone. Searches for complaint tooling, suggestion-box, and agent commentary found no overlapping public PR or issue. ## What Changed - Add the company-scoped `agent_commentary` table, shared validation, and idempotent migration `0310`. - Add one transactional service and the agent-only POST route. Validate active authority before writes or replay. Redact known credentials. Commit a content-free audit with each new record. - Add `submit_complaint` and `submit_suggestion` to standard, ask, and planning modes. Keep review, revocation, and completion restrictions. Store replay identity on the commentary row. - Mount `complain` and `suggestion-box` by default for legacy agents. Bundle a dependency-free Node.js stdin helper in the operational skill and allow its POST through the sandbox bridge. - Preserve Warp's complaint voice and suggestion guidance, with attribution and local transport adaptations. Keep source attribution and MIT notices in each skill's LICENSE, outside runtime instructions. - Document custom-runtime HTTP use and database inspection. Add real-database tests and a repeatable live Codex smoke for local and Daytona execution. - Pin the lagging-source migration fixture before the identity-repair migration so later migrations preserve its regression coverage. ## Verification - Personally ran real Codex submissions in all four environments on 2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at 20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two rows with company, agent, run, and task attribution, wrote the continuation marker, exited zero, created no task comments, and left task status unchanged. Each recorded two content-free activity entries. - Daytona used production provider hooks, real remote execution and file transfer, the legacy queue callback bridge, and native private WebSocket ingress. The current Linux runner was built from `abf47b595`, staged, and verified against controller contracts. Both sandboxes were confirmed deleted. This is a focused feedback transport smoke; it does not claim full Runner E2E catalog or browser qualification. - The immutable base image and Linux binary digest are recorded in [the verification documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification). The smoke script can save content-free JSON evidence. No credentials or feedback bodies are in these reports. | Environment | Runner | Complaint row | Suggestion row | | --- | --- | --- | --- | | local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` | `3db2364d-3e15-4f47-846f-875d3902999d` | | local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` | `2d5abe17-dd41-403c-a5ee-4729f2d58921` | | daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` | `209681c9-d1e9-4ce1-999e-48fa07692389` | | daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` | `77c383d8-a997-49e5-a33e-25c70e15c0b2` | - Run the local check with `node cli/node_modules/tsx/dist/cli.mjs server/scripts/verify-agent-commentary-live.ts`. The documentation gives the Daytona invocation. Both use disposable instance databases and normal Codex provider usage. - Repository `pnpm -r typecheck` and `pnpm build` passed after the test extension. The build includes runner generation, contracts, and replay checks. The smoke scripts also passed a separate TypeScript check. The lagging-source migration regression passed. All equivalent current-head Vitest CI shards passed. The local monolithic `pnpm test:run` invocation was stopped after CI supplied that coverage; it did not complete locally. - Focused tests cover company isolation, spoofing, revoked credentials, stale ownership, post-finish rejection, concurrent replay, conflicting keys, atomic rollback, and deletion through existing services. Boundary tests cover empty text, Unicode, text beyond 8,000 characters, and the 524,288-character ceiling without truncation. Mounting tests cover Codex, Claude, and sandbox staging. Helper tests cover standalone Node execution, stdin, invalid UTF-8, redirects, HTTP failure, and its deadline. Privacy and bridge tests cover successful and rejected requests. - Instructions were compared with Warp's originals. MIT notices and source credits live only in LICENSE files. Native tools preserve truthful disclosure when asked, without routine announcements. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190) and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The later head found the migration-fixture assumption fixed in this update. On `8a4965164`, all 55 check contexts passed after one browser shard rerun. Its initial reviewer signoff failure also passed an isolated local browser run (1 test). Greptile scored that head 5/5 and identified one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with four passing tests and a passing smoke-script typecheck. Fresh CI is pending for this final test-only fix. No commentary production code changed during verification. ## Risks - Feedback is internally attributed. It is not anonymous. Existing redaction removes known credentials, but agents must still omit sensitive content. Normal provider transcripts can include their submitted arguments. - Default skill availability changes for existing legacy agents. Runtime policy filtering still applies. The helper uses the existing Node.js runtime with no extra dependencies; custom runtimes can call the HTTP endpoint. - Feedback is removed with its run, agent, or company. Task deletion clears only the issue pointer. Normal database backups include the table. - The migration is additive and has no backfill. Writes serialize on the active run for replay consistency. No server suggestion quota is imposed. ## Model Used OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a reported 258,400-token context window. Capabilities used: repository inspection, code execution, and live runtime verification. No subagents were used. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 16:14:06 -05:00
DottaandPaperclip	a65ca09508	fix(runner): settle accepted results after shutdown failures (#15217) ... ## Thinking Path > - Paperclip manages AI agents and the tasks they perform. > - The native runner saves tool results and completion reports before it releases a session. > - Large project discovery responses can exceed the durable command limit. > - A shutdown failure can leave a saved answer waiting for workspace repair. > - Recovery reused the old assessment for a different status decision, which violated a database constraint. > - This pull request bounds discovery responses and lets recovery commit the saved result after workspace repair. > - The benefit is a task that reaches its correct final status without another provider turn. ## Linked Issues or Issue Description **What happened?** A native run can save its final answer, fail during shutdown, and leave the task In Progress after workspace repair succeeds. Reconciliation tries to reuse the failed-workspace assessment for a new decision. The one-decision-per-assessment constraint rejects the write. Replaying the old decision can also retain a fresh coordinator lease. Separately, retained session cleanup only recognizes the old `adapter_failed` label. The project-list tool returns full project records, including large descriptions and workspace configuration. A large response exceeds the runner's durable command limit. The settlement diagnostic previously recorded only a failure flag. **Expected behavior** Project discovery stays within the command limit. Recovery finishes the saved result after workspace repair, releases its lease, and preserves the original error for inspection. It does not repeat provider work or relax session ownership checks. **Steps to reproduce** 1. Return large project records from `list_projects` and observe an oversized semantic result. 2. Persist an accepted native completion result, then record a shutdown failure. 3. Finalize with a failed workspace, repeat that attempt, then record successful workspace repair. 4. Reconcile the run. Before this fix, the issue stays In Progress. **Paperclip version or commit** Reproduced on `a386a599983519eb1d399f8b770bfccdb2a74762`. **Deployment mode** Self-hosted server with Paperclip Runner. Related transport work: #12208 drains queued events; #12241 resumes interrupted semantic calls. This change addresses bounded project discovery and accepted-result finalization. ## What Changed - Read bounded project summary projections from the database and return at most 50 authorized summaries with a continuation cursor and explicit description truncation. Agent and run trust boundaries narrow the database candidates; project-specific policies still receive full authorization. Only visible projects determine continuations. The default project-list API remains unchanged. - Record bounded, content-free settlement failure causes for command limits, storage errors, and rejected dispatch. - Include workspace state in assessment identity. Preserve the initial assessment for interrupted finalization, and commit replacement assessment and decision references together. - Release the coordinator lease when an existing decision is replayed, without repeating its effects. - Clear stale errors when recovery succeeds and retain them in `recoveredExecutionFailure`. - Accept both current and legacy close-failure labels in the existing exact-state cleanup path. - Add regression tests and update the tool contracts and recovery documentation. ## Verification - Red: the new project paging, settlement diagnostic, current cleanup label, and repaired-workspace regressions failed on the original implementation. - Green: protocol/catalog/tool checks (117 tests), the full project-tool and finalizer suites (47 tests), cleanup ownership cases (70 tests), and cleanup sweep cases (4 tests) pass. Database-backed pagination covers large descriptions/configuration, complete enumeration, uppercase cursors, agent/run restrictions, project-policy scope contributions, and identical results/cursors when hidden projects are added. - The initial CI failures in interrupted Board waits, contended endpoint proof, and semantic schema validation were reproduced and fixed; all affected cases pass locally. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — started before the review corrections; it spanned several source revisions and was stopped after reporting old-behavior and timing failures. It is not claimed green. Fresh project and recovery suites pass; the recovery suite also passes all 25 cases with the broad runner’s isolated home/config. The Slack timing case passed in isolation. Latest-head CI is the authoritative complete test matrix. - Existing authorization suite — 66 tests passed. - Latest-head CI on `8e5763d915aa6f375bdab6601996899ea01496fc` — 55 checks passed, 4 intentionally skipped, no pending or failing checks. - Greptile — 5/5, zero unresolved threads on the same commit. - `git diff --check` — passed. ## Risks - `list_projects` now returns summaries. Callers must follow `nextCursor` and use the authorized project API for full records. Candidate narrowing is only an optimization: project policy and responsible-user authorization remain authoritative. - Assessment identity changes for workspace finalization. Existing evidence remains intact; no migration is needed. - Cleanup still requires matching identities, settled tool evidence, and verified process ownership. Unknown tool outcomes remain blocked from session reuse. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and GitHub tools. The exact serving model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 10:31:11 -05:00
DottaandPaperclip	d034ba7491	fix(interactions): derive question storage from canonical forms (#14946) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents request human input through durable issue interactions. > - A question form has a canonical presentation and a compatibility storage format. > - The creation API required agents to write both formats. > - Tool guidance told agents to split text and choice questions across those formats. > - This pull request accepts one complete canonical form and derives storage fields on the server. > - The benefit is a complete question card with stable answer and retry behavior. ## Linked Issues or Issue Description Related work: Refs #13630 and #14430. PR #13630 addresses the display of historical partial forms. This change fixes creation and keeps the check that rejects conflicting new forms. **What happened?** A question save supplied three compatibility questions and one canonical text question. The API correctly rejected the incomplete canonical form. The Runner's tool description encouraged this split. Sending only a complete canonical form also failed because the API required compatibility questions. **Expected behavior** An agent sends one complete `payload.questionSet` with every text and choice question. Paperclip derives `payload.questions` for storage and answer compatibility. Existing legacy requests remain valid. Explicitly conflicting dual forms remain invalid. **Steps to reproduce** 1. Call `paperclip_request_human_input` with `interactionKind: "questions"`. 2. Send `payload: { version: 1, questionSet: ... }` with a required text question and a required choice question. 3. The old API rejects the missing compatibility questions. With this change, it stores both questions and preserves the canonical form. 4. Retry with the same idempotency key. Confirm that only one interaction exists. 5. Submit both answers. Confirm that the normal resolver and continuation rules apply. **Paperclip version or commit** The branch is based on `cf8ad63c8`. The problem affects the native Runner and the interaction creation API. **Deployment mode** Server deployment with the native Paperclip Runner. Integration tests use the real interaction service and an embedded test database. ## What Changed - Add one shared canonical-to-storage projection. Reuse it for native harness question requests. - Accept canonical-only question creation at the shared validator and server boundary. - Export the input type and update the plugin SDK and its RPC contract. - Advertise a typed, complete question form in the live and scenario tool schemas. - Enforce canonical text and custom-answer constraints before ordinary or native resolution. Preserve harmless display whitespace. - Run regex matching in isolated workers with a deadline and resource limits. Both answer paths await the result before persistence. Saved native delivery uses the validated answer without taking another worker slot. - Update agent guidance and generated Runner contracts. - Test mixed forms, option-ID collisions, retries, answers, legacy requests, and conflicting forms. ## Verification - Interaction service, HTTP route, native bridge, and Runner authority suites: 221 tests passed after correcting an obsolete tool-description assertion. - Shared validator, plugin SDK, CLI, and UI compatibility suites: 67 tests passed. - Runner core tool-contract suite: 20 tests passed. AJV validates live and scenario schemas. - Final review regressions: 172 shared, service, native bridge, and authority tests passed. These cover text length, pattern, numeric limits, whitespace, custom option IDs, and historical pending cards. - Runner session suites: 67 tests passed. Published example tests: 4 tests passed. - Server typecheck and the shared/server builds passed after the compatibility fixes. - Final delivery verification: 35 response-delivery tests passed. The native delivery regression proves saved answers do not enter pattern workers; server typecheck and build passed. - Pattern security and answer-flow verification: 205 tests passed after repairing the child fixture loader. These cover pathological matching, event-loop responsiveness, worker concurrency, slot cleanup, HTTP routes, native delivery, and the full helper in a child process. - `pnpm -r typecheck` passed on the bounded-worker revision. - `pnpm build` passed on the bounded-worker revision. - All 55 GitHub checks passed on `fe457af`; four optional jobs were skipped. An unchanged Cursor adapter test timed out once in CI, passed locally, and passed on one failed-job rerun. - Reviewers can send the canonical-only mixed form above and verify that the saved interaction contains both canonical and compatibility questions. ## Risks - The creation API accepts a new input shape. Stored rows and answer contracts keep the existing shape. - The shared projection must preserve synthetic free-text option IDs. Collision and native round-trip tests cover this behavior. - Historical partial rows remain readable. New conflicting dual forms, including written-answer mismatches, remain rejected. - Existing pending cards retain the written-answer paths offered by their stored options. Canonical text constraints still apply. - Ordinary answers now enforce declared canonical constraints before persistence. Invalid answers leave the card pending. - Regex validation has a one-second deadline and a four-worker capacity limit. A complex pattern or capacity error leaves the card pending with a validation error. - No database migration or change to company authorization is required. ## Model Used - OpenAI GPT-6 through Codex. The session exposes the GPT-6 model family; its exact runtime model identifier and context window size are not exposed. Used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 14:21:11 -05:00
DottaandPaperclip	018993140f	feat: let agents name prompt-only tasks (#14761) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users create tasks with a title and a description. > - A required title adds work when the prompt already explains the request. > - An agent can name the task once it reads that request. > - This pull request accepts prompt-only tasks and starts them with a short prompt slice. > - A scoped title tool lets the assigned agent replace that slice early without changing execution state. > - A live browser eval checks the real agent call, saved title, audit entry, and preservation of user titles. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: task creation, shared contracts, database, server, runner tools, and board UI. **Problem or motivation** Users must currently write a title before they can submit a detailed task prompt. The agent has enough context to write a useful title itself. **Proposed solution** Make the title optional when a description is present. Save the first 120 characters of the normalized prompt as a provisional title. Ask the assigned agent to call `set_task_title` early. Use an atomic provisional-title guard to preserve titles supplied or edited by users. Keep explicit titles supported. Related: #14543 and #14556 concern empty-title submission. This change intentionally enables that submission when a prompt is present, instead of requiring a title. ## What Changed - Add the `titleNeedsGeneration` field with an idempotent migration. Keep existing titles unchanged. - Add `PUT /api/issues/:id/title` and the native and legacy `set_task_title` tool. Enforce company access, active-run ownership, shared, bounded retry receipts across native/HTTP calls, and transactional audit logging. Refresh external-object links after commit, with the same feature gate and plugin detectors as ordinary title edits. - Add early naming guidance in Standard, Ask, and Plan task context. Preserve the description, status, and assignment. - Allow prompt-only root and child task creation, plus draft restoration in the New Task dialog. Keep user titles supported. - Add an opt-in Product E2E suite for prompt-only Standard and Ask tasks, plus an explicit-title control. It checks actual provider calls within the first five tools, persisted state, audit attribution, and the reloaded UI. - Preserve a closed vocabulary of API key maintenance phrases in declared prose while rejecting opaque credential suffixes. Add one bounded naming retry after wording is rejected, without treating the rejected call as a saved title. - Repair the native cleanup receipt check exposed during full verification: accept matching input digests, retain legacy input checks, and reject conflicting receipts. ## Verification - Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: **3/3 passed** with native Codex `gpt-5.4-mini`, first attempts only, automatic retries disabled. Standard and Ask each saved “Rotate expired API key” on their first tool call, with matching persisted state and a single same-run audit entry. The explicit-title control retained its user title with zero title writes. All three verified the reloaded browser UI. - Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns are retained separately; they exposed credential-prose handling and prompted the naming recovery fix. No failed result was regraded or deleted. - Reproduce with `pnpm test:e2e:runner -- --id task-titles.runner-codex-mini.local.prompt-title-standard --id task-titles.runner-codex-mini.local.prompt-title-ask --id task-titles.runner-codex-mini.local.preserve-explicit-title --max-automatic-retries 0` and an authorized provider key. - Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit. The runner build used the configured external eval source tree. - Product E2E unit suite: **61 files, 818 tests passed**; E2E typecheck and UI token gates passed. - Title API/native regressions cover prompt-only and explicit child creation, user edits, ownership/company isolation, external reference refresh, cross-surface retry replay, and the 64-key limit without receipt eviction. All passed. Prompt-context coverage: **44 tests passed**. - Rust credential regressions: **35 tests passed**, including benign maintenance qualifiers and opaque credential rejection in every declared prose field. Catalog/report reconciliation: **28 tests passed**. Native recovery: **560 tests passed**. - Broad local `pnpm test:run`: **14,555 tests passed** in the general server group; two suites failed to initialize embedded PostgreSQL and the existing 40,000-file Git streaming stress test exceeded its 300-second macOS timeout. All three suites then passed in isolation (**5 tests passed**) without code or timeout changes. The original full local command exited nonzero and is not being represented as a clean full run. - Latest-head GitHub checks are green: **53 passed, 4 skipped, zero failed or pending**, including all test shards and the canary packaging dry run. Greptile reviewed the same commit at **5/5**, with zero unresolved review threads. ## Risks - The additive database field must reach the server and UI together. The migration uses `IF NOT EXISTS` and defaults existing tasks to a final title. - Title generation depends on the assigned agent running. Tasks without a run keep their provisional title. - Live qualification covers the native Codex path in Standard and Ask modes. API/legacy and Plan behavior have deterministic coverage. - The credential-prose exception validates the entire suffix against a closed maintenance vocabulary. Unknown suffixes, assignments, quoted values, credential prefixes, and diagnostics retain strict checks. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact deployment ID and context window are not exposed in this session. The live eval uses the native Codex `gpt-5.4-mini` profile. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 16:48:24 -05:00
DottaandPaperclip	d432dc7fa3	Add GitHub-synced skill sources (#14713) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company skills supply instructions and files to those agents. > - GitHub imports already exist, but users cannot manage repositories as skill sources. > - Repository refresh also needs caller-authorized access and complete local packages. > - This pull request adds Sources inside Skills and reuses GitHub connections from Apps. > - Installed snapshots let agents use skills without fetching GitHub during a run. > - Manual refresh preserves skill identity and leaves failed imports on their last good version. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: skills UI, server, database, shared contracts, and runtime materialization. **Problem or motivation** Users keep skills in GitHub repositories. They need a clear way to select, import, and refresh those skills. Existing imports do not expose repository management or consistently preserve supporting files. **Proposed solution** Add company-scoped skill sources. Browse repositories from all accessible GitHub connections, or paste a public repository or branch URL. Select whole skill packages, inspect included files and reference warnings, and install complete, immutable snapshots. Refresh each source manually. **Alternatives considered** Project repository settings hide the workflow from Skills. A second GitHub connector would duplicate credentials and grants. Upstream editing and PR creation are separate work. **Roadmap alignment** This implements the Skills Manager direction in ROADMAP.md. The maintainer requested this scope and reviewed the component and full-app journey stories before implementation. Related reports: Refs #10285, Refs #10949, Refs #13464. Related work: #14356, #13656, #9268. ## What Changed - Add source and entry records, an idempotent migration, company-scoped APIs, and legacy GitHub import adoption. - Reuse current caller grants and credential refresh. Combine and deduplicate repository inventories across accessible connections. Pasted public URLs also prefer the active user’s authorized connections. Tokens stay in the Git child environment, never argv or disk. - Fetch a shallow Git snapshot at one immutable commit. Scan the full local tree, including hidden and nested folders. Read Git objects without checkout or archive transformations and enforce nested package boundaries. - Bound Git downloads to 128 MiB and three minutes. Cancel active process groups and remove incomplete downloads. Preserve cancellation and deadlines while progress drains; close stalled HTTP progress streams after 30 seconds. Reuse caller-scoped temporary snapshots for preview/import after reauthorization. - Index repository package boundaries once and cap expanded work at 1,000 packages, 10,000 files, and 100 MiB, including repeated copies of shared blobs. Bound path depth and the shared path index. Discovery keeps audited manifests without retaining all package bodies. - Resolve moving branches before fetching so unchanged discovery reuses caller-scoped snapshots. Limit active scans, scan frequency, and new downloads per caller and company; quotas apply before metadata reads and across connections, and cached scans do not consume the download quota. - Store complete versions with script content, binary bytes, and executable modes. Preserve these through copies, runtime caches, and runner packaging. - Stage downloads before publication. Use source leases, revision checks, and transactional activity records. Keep installed versions after failures, upstream deletion, deselection, and disconnect. - Add the approved import flow, Sources page, selection tree, provenance, read-only Studio behavior, and saved return from GitHub setup. - Add package manifests, commit-pinned file previews, and separate runtime requirements and reference warnings. Supporting files are included together; nested skills remain independently selectable. Preview requests reauthorize the caller and re-audit package content. - Show installed skills as compact links beneath each source. Repository titles open GitHub. Keep Refresh, Select skills, and Disconnect source in a three-dot menu. Source rows omit the branch, imported count, and refresh timestamp; action alignment and repository titles work at narrow widths. - Stream discovery metadata over an opt-in NDJSON response. Show measured Git download progress and real package/file counts, animate newly checked skills, support cancellation, and require a complete scan before selection. Keep the existing JSON API. - Retain component stories and add a separate full-app journey story group. Include fixed progress states and interactive scan, large-repository, interruption, and saving stories. - Update Skills documentation and product contracts. Suppress private GitHub skill references in telemetry. Privacy review requested for the telemetry changes. ## Verification - Local repository typecheck, full build, token gates, and Storybook build passed during this work. Focused transport, authorization, scanner, persistence, route, and UI tests pass. The final UI refinement passes all eight focused UI tests, UI typecheck/build, and token gates. The scanner resource and repeated-discovery fixes pass 132 focused scanner, transport, authorization, source-service, route, and rate-limit tests, plus server typecheck/build. Full-suite verification comes from CI; the older full local Vitest run was stopped after unrelated chat failures and a font-test failure, all of which passed in fresh focused runs. At commit `1098d5996`, all 54 active checks pass; two optional Storybook jobs are skipped. CI covers repository typecheck, build, the full test suites, browser shards, and the canary dry run. Greptile is 5/5 with no open findings; the security scan also passes. - Adversarial scanner tests verify repeated-blob byte accounting with and without declared sizes, package/file/path caps, one-time repository indexing, metadata-only discovery audits, and nested package boundaries. Additional tests cover branch movement, snapshot reuse, caller/company quotas, isolation across connections, active-lease cleanup, quota recovery, and rejection before any metadata API call. - Real Git tests verify hidden paths, exact binary bytes, executable modes, export-ignore preservation, symlink/submodule reporting, pinned commits, caller-scoped cache reuse, cancellation, cleanup, and credential isolation. Regression tests hold both download slots with permanently blocked progress callbacks, verify timeout/cancellation cleanup and retry, and exercise HTTP backpressure cancellation. Access tests cover automatic public-URL connection selection and revoked grants. Database tests verify company and grant audiences. - Live isolated browser test: the public `anthropics/skills` scan now completes and discovers all 20 skills without connecting an account. Imported canvas-design with all 83 files, opened it from Sources, and verified the installed binary-font preview/download control. Package previews also expose the complete file inventory before import. Cancelled an active Git download and retried successfully to all 20 discovered skills; the browser displayed measured download progress. The current audits reject four other packages; eligible selections remain importable. - Browser checks verify the simplified source rows at desktop and narrow widths, keyboard navigation into the actions menu, Refresh from the menu, selection, and fixture disconnect with installed skills retained. Storybook includes a menu-open checkpoint and a 320px layout. - Storybook includes receiving/preparing download checkpoints and a timed full-app import journey, plus cancellation, retry, large-repository, and saving states. Streaming tests cover split UTF-8 frames, incomplete streams, late responses, cross-company requests, HTTP errors, and JSON compatibility. - Earlier live acceptance on this PR imported `stitch-skill` with `DESIGN.md`, assigned it to an agent, disconnected its source, and ran a successful Studio test that read both installed files. An editable copy changed independently. Both Skills variants, mobile selection, and return from GitHub setup were exercised. - Private access, revoked credentials, OAuth success return, binary/script preservation, concurrent refresh, transaction rollback, version pins, and legacy adoption have automated coverage. A real private-repository OAuth grant was not created during this test. ## Risks - The migration groups recognizable legacy imports without provider calls. Their first successful refresh completes the local package snapshot. - Reference checks are advisory. They cover Markdown links and explicit relative resource paths, not arbitrary runtime dependency graphs. Preview text is capped at 64 KiB; imported bytes remain complete. - Git must be installed on the server. Shallow fetches still download the branch snapshot, including files outside selected packages. Downloads have size/time/concurrency limits. Temporary caches are bounded and caller-scoped. GitHub API quota still applies to repository metadata and the connection picker; content no longer uses per-file API requests. Failed scans retain installed content. - Sources depend on the current caller's GitHub access. A saved connection does not grant access to another person's token. - GitHub script support and immediate manual refresh are explicit maintainer-approved requirements. The operator trusts the selected repository and accepts upstream script and executable-mode changes on refresh. Static audits are not a sandbox or a guarantee of safe code; agents may later invoke installed helpers under their runtime permissions. Import and refresh do not execute scripts, hooks, package installation, or builds. Raw URL and skills.sh imports keep their prior script restrictions. - Source originals remain read-only. Refresh affects subsequent unpinned runs; explicit pins and active runs retain their versions. - The telemetry change removes source-managed GitHub identifiers from skill-reference events. It introduces no event or field. Please review the privacy boundary. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser tools. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 13:32:58 -05:00
DottaandPaperclip	3c561642b4	fix(chat): resolve approvals and preserve unanswered questions (#14613) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask for decisions and optional details through cards in chat. > - A clear approval in a message can leave the matching card pending. > - An unanswered question can also block an unrelated later reply. > - Decisions need a saved source message, while optional questions need to remain answerable in history. > - This pull request records conversational decisions and lets users move on from questions and answer them later. ## Linked Issues or Issue Description **What happened?** Native Claude and Codex could act on approval in chat while the original approval card stayed pending. Pending question forms stayed above the composer, were absent from history, and could suppress later chat replies. A late native question answer could wait for a finished run to reconnect. **Expected behavior** The active agent records a clear approval or refusal against the exact card and user message. Ambiguous replies do not grant consent. Users can send another message without answering a question. The question remains pending in history and can be reopened and answered later. The saved answer reaches the agent. **Steps to reproduce** 1. Ask an agent to propose work with a confirmation card, then approve it in chat. 2. Check that the original card records that approval before work starts. 3. Ask an interactive question, send an unrelated message, and reload. 4. Open the unanswered question from history and submit an answer. Related work: #14408 added completion delivery. #14607 tests completion reporting turns. Neither records conversational answers on approval cards. ## What Changed - Add a confirmation endpoint backed by a user comment, with schema validation, OpenAPI discovery, and native Plan-mode access. Ask mode remains read-only. - Check company, active run, actor, current session, message provenance, revision, and resolver policy. Save the decision and audit in one transaction. Retries do not repeat effects. Emit resolution telemetry after commit. - Give fresh and resumed chat turns the actual pending confirmation identities. Teach agents to save clear conversational decisions before acting and to clarify ambiguity. - Keep unanswered Agent Chat questions as compact history entries. A newer user message closes the old form. Question cards never contribute to composer pending counts or navigation, including after dismissing a fresh form. The history card is the sole reminder; clicking it restores that exact form and draft. - Preserve Agent Chat questions when later messages or questions arrive. Historical ordinary inputs no longer gate later chat replies. Current-run requests, task execution, and governed approvals keep their gates. Remove the special acknowledgement-publication proof helpers that this rule replaces. - Route answers to finished native runs through durable fresh-wake delivery, with existing idempotency and source-question context. Settle late replies against contiguous completed conversation turns and freeze their history replay; failed, unhandled, and newly arriving messages remain actionable. - Add real-component Storybook scenarios, database and UI regressions, and a three-turn native Claude/Codex E2E case. Capture distinct, UI-ready screenshots and report the individual assertions. ## Verification - Focused decision/publication/UI regressions after merging master: 288 passed; subsequent UI draft, failed-send, and conversation checks: 199 passed. - Native question and durable delivery regressions: 106 passed, including all four terminal run states and exactly-once late delivery. Seven targeted regressions fail against the original implementation and pass with the fix. - Latest conversation/decision/native-delivery regressions after the master merge: 121 passed. Covers completed progress, missing or failed intervening turns, new messages during a late reply, stale sessions, and frozen retry/replay boundaries. Four new assertions fail before the ordering fix. - E2E support suite after the master merge: 792 passed. Negative controls reject expired cards, wrong questions/answers, stale or missing replies, unrelated clarification forms, and unexpected tasks. - The embedded-browser walkthrough caught one additional defect: dismissing a fresh question still showed a composer badge. Both Cancel and close-button regressions failed before the fix. The fix at `65f2ade12` passes 170 chat-thread tests and 792 E2E support tests. After merging master, 232 chat-thread/confirmation tests, server/UI typechecks, and token gates pass. The preview and two-provider live E2E pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at that commit. All 55 checks are now successful at `e5512a206` (four conditional checks skipped), including the aggregate verification gate and clean-install canary test. The first attempt was interrupted by simultaneous CI worker shutdowns; one failed-job rerun passed without code changes. - [Published Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on): nine real-component scenarios. Manually exercised move on, reopen, preserve draft, answer later, answer one of multiple questions, and a custom mobile answer in the embedded browser. Retested fresh Cancel and close-button dismissal in the updated build, then reopened and submitted the preserved Green selection and inspected its answered receipt. Static preview has no live model/backend; its callbacks are fixture responses. - [First live campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/) reproduced the late-answer completion-state defect on both providers despite correct saved answers and acknowledgements. It also exposed a valid imperative clarification rejected by the old oracle. Both issues are fixed with regression controls; this failing run is retained as evidence. - [Four-cell qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/) passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous confirmation, each on native Claude and Codex. Inspected saved state, source-message decisions, visible cards, and agent replies. Both late-answer chats settled to waiting; no unrequested tasks were created. [Final branch rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/) passed 2/2 at `142630720`: the same unanswered-question journey after merging master, plus an additional screenshot and browser assertion for the actual late-answer acknowledgement. - [Composer-reminder E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/) passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each, with explicit no-badge assertions before and after reload. Inspected saved pending/answered state, both screenshots with a clear composer, and actual Blue acknowledgements; all five behavioral matchers passed per provider and neither created tasks. Cost coverage is partial; this is bounded workflow qualification. - [Fresh-dismissal E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/) passed 2/2 at `e5512a206`: native Claude and Codex, including fresh Cancel, clear composer, reopen, unrelated message, reload, late Blue answer, and actual agent acknowledgement. All five behavioral matchers pass per provider. Inspected the fresh-dismissal screenshots and saved pending/answered identity; neither created tasks. Cost coverage is partial (4/6 runs). - Prior evidence remains available in [the earlier campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/). Its early loading screenshot and overwritten final capture prompted the UI-ready, distinct screenshot fixes. ## Risks - The model interprets intent. The server verifies permission and provenance; it does not infer consent from text. Ambiguous and unrelated replies are not approvals. - Historical questions can accumulate. They remain visible, pending, and answerable; no automatic answer or expiry is invented. - The change to completion gates is scoped to Agent Chat and ordinary historical inputs. Current-turn and governed approvals retain their existing controls. - Live qualification is limited to the selected stories. Broader native onboarding finalization remains separate work. - No database migration. Telemetry adds no fields or values; the contract and README document the commit boundary. Privacy review was requested on the PR. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser-test orchestration. The exact model ID and context-window size are not exposed to this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 11:46:46 -05:00
Devin Foley	f38b5693f6	fix: always enable keyboard shortcuts (#14643) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). **What existing behavior does this improve?** Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. **Subsystem affected** Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. **Current behavior** Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. **Proposed behavior** Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. **Reason and benefit** Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. **Breaking changes** `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-29 21:28:06 -07:00
DottaandFry	3ca196b0a6	feat(agents): persist agent files across tasks without revision history (#14420) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - An agent needs personal files across tasks and sessions. > - AGENTS.md is one file in that directory. Supporting files need the same persistence. > - The Instructions Editor and agent runs must share one current directory. > - Concurrent runs should apply only the files they change. The last sync of the same file wins. > - This pull request uses existing file transport and removes temporary copies after sync. > - Old instruction-only sessions keep their restore contract. New saves do not create revision history. ## Linked Issues or Issue Description Refs #14325. This replaces its revision-oriented design with persistent agent files. Keep #14325 unmerged. Transport prerequisite #14416 merged first at `d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master and remains below 100 changed files. Related work: #4513 and #8798 cover instruction tooling. This change handles run synchronization, cross-task personal files, browser editing, and old-session restoration. ## What Changed - Keep one current directory per company and agent. Point AGENT_HOME at a temporary working copy for each active run. Keep task files and provider HOME separate. - Restore text, binary files, and nested folders through workspace transport. Exclude remote agent files from task Git snapshots with a self-ignoring file inside the reserved runtime directory; never write through repository-controlled Git metadata. - Collect after the provider and child processes have stopped. Keep resumable conversation state. - Apply changed and deleted files under the agent lock. The last sync wins for the same file. Unrelated concurrent changes survive. - Remove temporary copies after successful sync, rejected sync, and staging failure. Register ownership before copying so restart recovery can remove interrupted preparation. Retry transient synchronization up to three times. Preserve the original remote lease reference until deletion succeeds; restart cleanup never acquires a replacement sandbox. Do not create captured directories or a conflict-review queue for new runs. - Keep browser editing, stale-draft protection, and streaming binary downloads. Keep the instruction entry and text editor limited to 1 MiB. - Keep historical agent-folder sync failures on their affected runs instead of repeating them above current saved instructions. Preserve legacy candidate review and current browser-save errors. Avoid duplicate quota warnings while retaining separate sync failures when they describe a different problem. - Require target-scoped caller grants for peer instruction access, while preserving self edits, responsible-user checks, and protected-change consent. - Treat full storage as a nonblocking run warning, never an agent pause or run-admission failure. Restore already-over-quota saved folders so ordinary agent cleanup can recover; warn on each run until cleanup. The run detail view shows the warning. - Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash large files as streams. Check editor-save quotas with metadata instead of hashing unrelated files. - Preserve old native inputs, instruction-only copies, paths, digests, and pending legacy candidates. Adopt old revision heads once. New writes do not append history rows. - Add idempotent migration 0287 and verify upgrades from the preview tables and receipts. - Add nine interactive stories under **Agents / Persistent files**, including automatic incoming edits, stale browser drafts, and storage-limit diagnostics. ## Verification - Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after merging current master and the landed transport prerequisite. Integration required no manual conflict resolution; the feature remains 99 changed files. Full workspace typecheck, production build, token gates, and 715 focused tests passed on this merge candidate. Fresh Greptile review is 5/5 with no unresolved findings. All 55 checks passed, with four conditional skips, including the build, typecheck, browser E2E, and canary dry run. A single retry recovered four jobs interrupted by runner shutdowns; no source changes were required. - Historical-warning UI fix: all 6,834 UI tests across 640 files passed, including regression coverage for three old failures, legacy preserved edits, and warnings scoped to the affected run. Full workspace typecheck, production build, Storybook build, and token gates passed. Browser-verified Storybook playtests passed for Historical Failures After Successful Save, Storage Limit, and Full Storage Run Warning. - Review follow-ups at `4e20c9fb2`: all 18 focused tests passed, including external Git directories, linked worktrees, symlinks, hardlinks, and distinct I/O failures alongside storage warnings. Server and UI typechecks, token gates, and the production build passed. - Storage warning regressions at `0724f3012`: all 33 directory tests and all five heartbeat-list tests passed, with no skips in their successful runs. They cover repeated runs while full, an already-over-quota saved folder, cleanup, warnings retained after unrelated save failures, and bounded warnings in large result JSON. Server typecheck passed after the final warning fixes. - Full workspace typecheck, production build, and token gates passed during this follow-up. Product E2E harness: 631 tests passed across 52 files; harness typecheck passed. Earlier native session/context and directory/legacy collection suites passed 537 tests; Runner unit/transport suites passed 329 tests. - **Real E2E at `0724f3012` (before this follow-up):** legacy local Codex and native Daytona Codex each passed six tasks, one server restart, seven independent assertions, and cleanup verification. Both prove browser-to-agent edits, agent-to-browser edits, nested/binary restoration, per-file last-sync-wins, a successful run after an oversized save rejection, and cleanup clearing the warning. - Native local Codex also passed the six-task quota flow before the final warning-retention fixes. That pass began at `918d1ed02` while the bounded-result warning fix was being edited, so it is not claimed as exact-final-head evidence. Its final-head rerun failed during embedded PostgreSQL bootstrap before any provider run: the macOS host had 87,365 of 87,381 SysV semaphores occupied. No unrelated services or kernel limits were changed. - The final-source report intentionally records **2/3 cells passed**, preserving the blocked native-local attempt: `tests/runner-e2e/results/agent-files-quota-final-20260928-report/`. Earlier failed attempts and provenance notes remain under `tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and the original campaign directories. - Daytona used immutable image `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf` and its exact Linux runner binary. Controller source is `0724f3012`; image source is recorded separately. - Legacy-session compatibility and all three ACP Stop/resume browser regressions passed on the prior validated feature head `169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same provider session is retained and interrupted writes are not replayed. Migration upgrade tests also passed earlier. - Nine interactive stories are under **Agents / Persistent files**, including **Full Storage Run Warning**. Its playtest and visual browser inspection passed; the warning states that runs continue and the editor remains available. - Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs skipped, no failures or pending checks. All eight browser E2E shards and their aggregate passed. Fresh Greptile review is 5/5 with no findings; all review threads are resolved, the security scan passed, and GitHub reports no merge conflicts. - The broad local follow-up test run was interrupted after host semaphore exhaustion affected isolated PostgreSQL instances. It also encountered the existing macOS long-path fixture failure and two timeout failures. This is not a claim that the full local suite passed. Logs are retained; focused storage/warning tests passed. ## Risks - A later sync can overwrite an earlier edit to the same file, including a saved browser edit. There is no text merge or retained version. This is the intended last-sync-wins policy. - A save that exceeds a storage limit is rejected and its temporary copy is discarded. The run itself continues normally, and later runs restore the last saved files with a warning until cleanup. Transient sync failures get bounded retries. An I/O failure partway through a sync can leave some files updated; a failed receipt does not claim whole-folder success. - Larger folders increase copy time, network traffic, and temporary disk usage. Active runs still need working copies. Terminal runs do not accumulate archives. Operators must provision disk for agents and configured concurrency; these limits are not company-wide quotas. - A restored old native session remains instruction-only until a fresh session starts. Its original conflict fence and existing pending candidates remain compatible. - Provider processes close at the collection boundary. Conversation resume remains available, but warm process reuse is lost. - Backups must include the instance filesystem and database. External bundles keep their existing behavior until explicitly moved to managed storage. ## Model Used OpenAI Codex, GPT-6 family. The session does not expose a more specific model ID or context-window size. Reasoning, code execution, and browser tools assisted this change. Real provider E2E uses `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Fry (Paperclip) <noreply@paperclip.ing>	2026-09-29 08:25:56 -05:00
DottaandPaperclip	14795136f5	fix(runtime): finalize and recover sandbox workspace exports safely (#14402) ... Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider. Consolidates #14314, #14315, #14329, and #14334 while preserving the already-merged finalization label changes. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-28 10:57:32 -05:00
DottaandCodie	01d9a12185	fix: make keyboard shortcut enablement a personal preference (#14141) ... Store keyboard shortcut enablement per user and expose it in Profile settings. Co-Authored-By: Codie <Codie@users.noreply.github.com>	2026-09-26 11:50:04 -05:00
DottaandPaperclip	8813a50105	feat: run GitHub review bots through Paperclip agents (#13717) ... ## Thinking Path > - Paperclip manages agent work as tasks and runs. > - GitHub chat brings repository conversations into those tasks. > - A review bot needs the assigned agent, its authority, and governed provider tools. > - The existing channel connection did not supply that review workflow or a complete setup journey. > - This pull request adds GitHub App setup, account access, event prompts, task-bound review tools, and exact-commit checks. > - Operators can inspect each review through the same task, run, and activity systems. ## Linked Issues or Issue Description **Subsystem affected** GitHub chat, governed connection tools, task execution, shared/database contracts, and connector setup UI. **Problem or motivation** Operators need a GitHub review bot that runs their assigned Paperclip agent. Mentions and PR events must preserve task ownership and requester authority. Provider publication must use the bot App identity and enforce the configured permissions. **Proposed solution** Extend the existing GitHub chat connector with resumable App onboarding, linked-member and sponsored-guest access, editable event prompts, and governed review operations. Validate structured assessments on the server and compute a stable Paperclip Review check for the exact head commit. **Alternatives considered** A separate review scheduler would duplicate Paperclip execution and permissions. Reusing personal GitHub credentials would change the bot identity and credential boundary. **Roadmap alignment** This extends the existing Connected Apps and governed-tool infrastructure. The project owner requested and approved this design. Related PR #8645 imports external Codex review feedback; this change runs an assigned Paperclip agent and publishes its results through the existing chat connector. ## What Changed - Include the current Paperclip instance origin in the copied setup prompt. Storybook uses its configured Paperclip origin; callback parameters and URL credentials are excluded. - Add a Claude/Codex copy button in the real setup and Storybook opening step. Its detailed prompt asks four setup questions and guides embedded-browser setup, verification, and optional required checks. Clipboard failure exposes selectable instructions. - Add a tutorial that explains why App installation, review scheduling, and required checks are separate choices. - Add manifest registration, an existing-App path, separate installation and repository selection, repository refresh, and explicit account confirmation. - Add low-trust agent guidance, effective capability verification, member selection, and explicit restricted guests with a sponsor. - Add configurable PR events, prompts, repository overrides, rating thresholds, and separate formal-review permissions. - Give the assigned agent governed App tools to read PRs, comment, begin an assessment, submit findings, and optionally submit a formal review. - Bind review history, root PR events, and inline replies to ordinary tasks. Deduplicate deliveries/findings and reject stale publication. - Link check Details to the underlying task on the current trusted hostname, or to Reviews before task creation. - Add schema migration 0283, API contracts, production UI, and 49 interactive Storybook states. - Repair local lease recovery. Keep the Cloud Dockerfile identical to master; no provider-pack layer or runtime-default environment variable is added. - Retry only rolled-back wake-admission transactions after transient endpoint-lock contention. A deterministic held-lock regression proves one accepted wake. ## Verification - Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero diff against master. Final workspace typecheck and build passed. The new PostgreSQL migration regression passed and preserves existing relation and constraint identities after replay. - Greptile reviewed this exact head at 5/5. There are zero unresolved review threads and no merge conflicts. - All current-head checks are green: 54 passed and two conditional Storybook jobs skipped. This includes complete server/workspace test suites, build, typechecks, policy checks, Runner suites, browser suites, and security status. One timing-sensitive callback-ordering test passed in isolation and its CI shard passed one retry. The duplicate local full-suite run was stopped after CI completed; it is not counted as a local full-suite pass. - Before the final Slack rebase and migration renumbering, 186 focused GitHub tests, 14 native bootstrap cases, token gates, and Storybook build passed. The final rebase retained the new Slack communication guidance. - The embedded-browser setup test copied the full detailed prompt, including the configured Paperclip instance URL. Desktop and narrow layouts were checked. Component tests cover successful copying and clipboard failure with selectable text and retry. - Live local and hosted GitHub acceptance evidence refers to application revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks exercised issue mentions, automatic PR reviews, inline findings, repeated mentions, task continuation, and failing-to-passing checks after a push. The Storybook agent generated, built, and browser-rendered pages; missing acceptance text failed, matching text passed, and broken JSX produced an incomplete result. - Live cases also covered independently disabled push events, prompt injection, duplicate signed deliveries, rapid pushes, stale-result rejection, finding deduplication, and restart recovery. Formal reviews were denied while disabled and published only after explicit enablement. Check Details links pointed to the underlying task on the trusted hostname. - Those hosted native Claude runs used the provider-pack layer now removed from this PR. They do not prove native Claude works on the standard Cloud image. A replacement hosted native Codex run is not yet verified: the disposable QA tenant has only an Anthropic AI connection. No new staging or production deployment was made for the packaging removal. - Required-check merge enforcement could not be tested because the private disposable repository's GitHub plan rejected the rules configuration. Published success/failure/incomplete check states were verified directly. ## Risks - Latest master allocated migration 0282 to Slack. The GitHub migration is regenerated as 0283 with replay-safe table/index/constraint creation; a PostgreSQL regression verifies existing relations and constraints are preserved. Existing preview tenants remain subject to the fleet migration-history compatibility preflight; no bypass is introduced. - Migration 0283 adds company-scoped configuration, registration, review, and publication records. Existing connections retain their behavior until reviews/tools are enabled. - Signed webhooks and expiring registration state remain required. Hosted installations also need the companion narrow Cloud gateway exemptions. - Agent assessments can be incomplete or wrong. The server enforces coverage/result structure, current-head publication, rating policy, and separate formal-review permission; it does not replace code-review judgment. - No Cloud image packaging changes are included. Remote native ACPX/Claude and OpenCode retain their existing operator-supplied provider-pack prerequisite. Native Codex and Codex with managed MCP tools do not require that pack. Earlier staging deployment evidence refers to its stated revision, not this packaging-removal head. Production rollout and merging remain outside this change. ## Model Used OpenAI GPT-6 through Codex, with repository, code execution, API, and embedded-browser tools. The exact serving model ID and context-window size were not exposed by the environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 14:41:19 -05:00
DottaandPaperclip	2083bf6f9a	feat(connections): add AgentMail inboxes and email tasks (#13256) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents controlled access to external services. > - Experimental channels already map conversations to tasks and durable work queues. > - Email needs inbox ownership, recipient envelopes, delivery records, and explicit sends. > - This pull request adds AgentMail to that infrastructure and keeps the provider key in the server vault. > - Agents can receive and send email from local or sandbox execution while the board follows each conversation in its task. ## Linked Issues or Issue Description **Problem or motivation** Agents need dedicated email addresses. Incoming email should become assigned work. Internal task comments and progress must never become outgoing email by accident. **Proposed solution** Add experimental AgentMail connections, an inbox assignment wizard, durable email intake and publication, task email cards, and authenticated API, CLI, and native runtime actions. Agents use Paperclip credentials to request sends. Paperclip owns the provider key and enforces access and task authority. **Alternatives considered** A general mailbox MCP connector does not provide durable task binding or publication boundaries. A separate mailbox application duplicates task collaboration. The board instead directs the agent through the normal task conversation. **Roadmap alignment** This extends the existing experimental connections and task infrastructure. Product scope and interaction design were reviewed with the maintainer. Related connection authority work: #11831 and #11818. The duplicate search found no competing task-based AgentMail integration. ## What Changed - Add AgentMail catalog data, shared contracts, company-scoped email records, and an additive migration. - Add vaulted setup, inbox assignment, access grants, trust guidance, and provider-side allowlist guidance. - Support WebSocket and signed-webhook intake through a shared durable pipeline, deduplication, catch-up, and task wakeups. - Queue explicit new conversations and replies with immutable send intents, idempotency, delivery state, and uncertain-send resolution. - Show inbound and outbound email cards in normal task conversations. Keep internal messages internal. - Add task-scoped CLI actions and the sandbox callback routes required for Daytona execution. - Provide a dedicated AgentMail skill automatically only to agents with active authorized inbox assignments. Keep email instructions out of the universal Paperclip skill. - Advertise connector-owned `agentmail_inboxes`, `agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery` tools only in eligible native sessions. Recheck live authority on execution. - Isolate Codex CLI connector skills by agent and skill revision. Deliver the assigned skill in the run prompt for adapters that use shared skill directories, including resumed turns. Keep automatic skills out of manual persistent sync. Show them as read-only and document the pattern in the connector playbook. - Fix AgentMail health checks that entered local-stdio validation and optional missing Codex credential cleanup in sandboxes. - Add API, pipeline, authorization, sandbox, browser, and Storybook coverage. ## Verification - Live AgentMail testing covered WebSocket intake, signed webhooks, restart catch-up, and a full receive → task → Daytona Codex CLI → explicit reply → Delivered round trip. The reply was verified in the other inbox. The normal task composer also initiated an outgoing email child task. - The connector-skill change was verified in the browser: AgentMail appears once as an automatic, read-only skill with its assigned address. Disabling experimental chat connections removes it; re-enabling restores it. A regression test covers assignment data arriving after library data. - Connector regression coverage passed 178 runtime utility, email integration, skill-route, and heartbeat tests. All 17 Codex execution tests passed, including per-agent skill isolation, model identity, revision changes, removal, and prompt delivery without shared skill files. - After rebasing onto master, all 44 focused email, heartbeat, and native-authority tests passed. All 313 native-session executor tests passed. The UI regression suite passed all 3 tests. These test sets overlap earlier focused runs. - Full workspace typecheck and build passed after the rebase. Token gates passed. Earlier focused Playwright task/setup coverage and the Storybook build also passed. - Native connector tool execution uses deterministic integration tests. Live Daytona qualification used the Codex CLI adapter; the new shared-home prompt fallback has deterministic coverage. - The full repository suite is run by CI. The earlier unsharded local full-suite attempt was stopped after the equivalent CI suites passed and is not reported as a completed local run. Greptile reviewed `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved threads. All server, workspace, serialized server, and browser suites passed in CI. The build job hit a five-second timeout in a runner transport test; both variants and the full 80-test file passed locally with unchanged timeouts. The build passed on retry on the same commit without code or timeout changes. All required CI gates, including the final `ci / verify` and `ci / e2e` summaries, are green on `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`. ## Risks - Email from external senders can start normal agent work. Setup recommends a low-trust agent and AgentMail sender controls. Sender addresses never grant board membership. - Provider timeouts can leave uncertain sends. Retries retain their idempotency key; expired windows require reconciliation or operator resolution. - Connector skills and native tools are assignment-dependent and require current access. Revocation denies retained calls; assignment changes select a new runtime context. - Activation remains behind the experimental-channel setting. The native runner path has deterministic coverage; live Daytona qualification used the Codex CLI adapter. - Schema changes are additive. Inbox ownership is unique across companies. Disconnect preserves provider inboxes and task history. ## Model Used OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 16:56:38 -05:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	141f202e40	Clean up experimental settings features (#12681) ... ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Instance settings control optional product features and developer tools. > - The experimental settings page mixed active experiments, internal tools, and old recovery controls. > - Some workspace links also used the selected company instead of the workspace owner. > - These problems made settings hard to scan and could send users to the wrong company route. > - This pull request removes old controls, groups developer settings, and resolves workspace links from workspace data. > - The benefit is a smaller settings surface and correct workspace navigation. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the instance experimental settings page, task watchdog controls, dependency wake recovery, and execution workspace routes. **Current behavior** The settings page shows old recovery controls and mixes product experiments with internal developer settings. Task watchdogs require an extra feature flag. Some direct workspace links use the current company prefix instead of the company that owns the workspace. **Proposed behavior** Remove the old task recovery experiment and its unused API surface. Make task watchdog controls available without the removed flag. Put worktree execution and managed environment controls in the developer section. Resolve direct workspace links from the workspace owner and reject a company prefix that does not own the workspace. **Reason and benefit** The smaller settings page is easier to understand. The server keeps only the dependency wake backstop that it still uses. Workspace links open under the correct company route. **Breaking changes** This removes the experimental issue graph recovery preview and run endpoints. It also removes the task watchdog feature flag. Task watchdog data and dependency wake behavior remain available. ## What Changed - Removed the old task watchdog and issue graph recovery feature flags. - Removed the old issue graph recovery preview, run controls, API contracts, and unused recovery implementation. - Kept resolved dependency wakes as the scheduler backstop. - Grouped product experiments and Paperclip developer settings on the instance settings page. - Made task watchdog controls available without an extra experimental flag. - Added owner-aware redirects and company checks for execution workspace routes. - Hid the false stopped-state badge while a workspace has no active runtime state. - Updated focused server and UI tests for the new behavior. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` completed with 5,620 passing tests and four failures in unchanged workspace runtime port tests. The same four failures repeat when the two files run alone. - The complete GitHub CI matrix passed, including all server, serialized server, build, canary, and end-to-end jobs. ## Risks - Clients that call the removed experimental recovery endpoints must stop calling them. - The route checks depend on workspace detail access. An unknown or cross-company workspace returns the global not-found page. - There are no database migrations, lockfile changes, workflow changes, or design image changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. The exact deployment ID and context window are not exposed. Reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 14:23:05 -05:00
DottaandDev Agent	25cf079ec5	feat(runner): add Codex-native application integration (#12591) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runner package is useful only when the application can start, observe, and recover a native Codex run safely. > - Existing direct adapters must keep their current execution and finalization paths. > - The application boundary therefore needs additive persistence, authorization, coordination, and recovery behind an explicit experimental adapter. > - This pull request adds that Codex-only boundary without activating generalized providers, remote environments, or the later task/SDK surfaces. ## Linked Issues or Issue Description **Subsystem affected** Shared contracts, database persistence, adapter utilities, server native-runtime services, and the experimental Paperclip Runner adapter. **Problem or motivation** The already-landed runner package has a qualified Codex path, but the application needs durable native-run state, guarded runtime selection, authenticated coordination, tool security, finalization, and recovery before the experimental adapter can be exercised safely. **Proposed solution** Add a Codex-only `paperclip_runner` application path behind the existing default-off native-runner setting. Bind native state and coordination to company/run identity, preserve persisted-run recovery, and leave every direct adapter on its existing legacy execution path. **Alternatives considered** The earlier stack boundary introduced a generalized executor and remote-environment lifecycle here. That made this PR depend on implementations in higher PRs and changed reusable sandbox behavior globally. Those pieces are now deferred together to #12592. **Roadmap alignment** ROADMAP.md does not list a conflicting native-runner integration project. This change adds the application boundary for the existing Runner architecture. ## What Changed - Added native run/result/finalization/provider-trace persistence, shared validators, and idempotent migration/replay coverage. - Added guarded Codex-only runtime selection, authenticated PRP coordination, recovery, finalization, and interaction services. - Added run/company-bound tool-gateway authorization, credential redaction, SSRF protections, and replay-safe behavior. - Added the explicit `paperclip_runner` adapter behind the default-off rollout setting. - Preserved legacy answered-question wake projection and direct-adapter execution/finalization paths. - Hardened cancellation so only owned in-memory child processes are signaled; persisted recycled PIDs/process groups are never trusted. - Retained the narrow Claude ACPX isolated-context security follow-up discovered after #12590. - Deferred the generalized executor, provider ingress, remote lifecycle, SDK/lab/eval work, release-process changes, and lockfile. ## Verification - Changed-file delta against `master`: 133 files. - GitHub Actions is the authoritative verification environment for this PR. - Full CI, security, and Greptile review will run on this lowest unmerged stack PR. - Local tests/build/typecheck were not run because this checkout is resource constrained. - Static diff/reference checks pass, and `pnpm-lock.yaml` is unchanged. ## Risks - This touches central heartbeat and agent-route code, so legacy compatibility is the primary risk. - Runtime selection remains Codex-only and explicit; direct Codex, Claude, OpenCode, process, HTTP, and plugin adapters remain on their existing paths. - Fresh native starts fail closed while the rollout flag is off; persisted native records remain readable and recoverable. - Cancellation, company/run binding, tool calls, status decisions, and completion writes are guarded or replay-safe. > 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. ## Model Used OpenAI Codex, GPT-5.6, with repository tools, code execution, and parallel agent review. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass — GitHub Actions is authoritative for this resource-constrained checkout - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI and security gates are green - [ ] Greptile is 5/5 with no open actionable findings - [x] I will address all Greptile and reviewer comments before merge ## Stack - Position: 3 of 5 overall; lowest of 3 currently unmerged - Base: `master` - Previous: [#12590](https://github.com/paperclipai/paperclip/pull/12590), qualified Claude ACPX runtime — merged - Next: [#12592](https://github.com/paperclipai/paperclip/pull/12592), generalized Codex executor, task experience, and developer SDKs --------- Co-authored-by: Dev Agent <dev@paperclip.ing>	2026-08-31 14:38:38 -05:00
Dotta	bc9ba7cd26	feat(runner): project native runs into task threads (#12321) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The experimental Paperclip Runner can execute a guarded Codex run and persist provider-neutral events. > - The task page still reads direct-adapter transcripts and cannot present those native events. > - Structured runner questions must also use the existing task interaction experience. > - Runtime selection must use the persisted run mode, not an adapter name or a current feature flag. > - This pull request projects native events and questions into the existing task thread. > - Direct adapters keep their existing transcript, composer, interaction, and finalization paths. > - The benefit is a complete native Codex task thread without a behavior change for existing adapters. ## Linked Issues or Issue Description Refs #12202. This pull request replaces that stale implementation on current `master`. **What happened?** The server persists native runner events and structured input requests. The task page only consumes direct-adapter transcripts. A native run therefore cannot present a complete transcript, usage, or question flow through the normal task experience. **Expected behavior** Native runs project persisted provider-neutral events into the existing task thread. Native structured questions use the existing interaction card. Direct adapters retain their current behavior. **Steps to reproduce** 1. Enable the experimental runner. 2. Start a native Codex run that emits progress, usage, a structured question, and a final reply. 3. Open the task page. 4. Observe that the direct-adapter transcript path cannot project the native event records. **Paperclip version or commit** `master` at `67f9867bc`. ## What Changed - Add the canonical structured-question validator and shared contract exports. - Materialize native input requests as existing task interactions. - Validate native answers and deliver them through the durable question-response receipt. - Resume the original PRP request with an idempotent `request.resolve` command. - Project native messages, tool activity, cumulative usage, and final replies into the existing transcript model. - Propagate persisted `runtimeMode` to the task page and select native handling only for `runtimeMode: "native"`. - Expire pending interactions through the shared issue service on every terminal transition, including decisions, stalled reviews, tree control, and pipeline retry cleanup. - Queue native run cancellation while a transaction is open and execute it only after the owning transaction commits. - Keep nonterminal and non-runner issue paths on their existing service call shapes and behavior. ## Verification - `pnpm --filter @paperclipai/server typecheck` — passed, including the Rust runner release build and protocol/catalog drift gates. - Focused native-thread and lifecycle suites — 18 files and 481 tests passed during review. - `issue-execution-policy-routes.test.ts` — 19/19 passed after the final transactional-queue expectation update. - `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the final isolated compatibility rerun. - GitHub Actions — policy, build, canary, typecheck/release registry, 5 serialized server shards, 8 general-test shards, 3 browser shards, and both aggregate gates passed on `7793f3193`. - Security — Snyk, Socket Project Report, Socket PR Alerts, and Superagent passed. - Greptile — 5/5 on `7793f3193`; all actionable review threads resolved. - `git diff --check` — passed. - Diff against `master`: 44 files. ## Compatibility Boundary - Native transcript polling only runs when the persisted run reports `runtimeMode: "native"`. - Missing or legacy runtime modes continue through `useLiveRunTranscripts`. - Legacy questions keep the existing optional free-text choice. - Native closed select sets can suppress that legacy fallback. - Terminal cleanup uses the same issue service for native and legacy interactions; only a bound native question schedules a native run cancellation. - Native cancellation happens after transaction commit, so failed or rolled-back writes do not cancel a still-valid run. - The durable delivery service checks the original native request before it considers a continuation run. - This pull request adds no migration, dependency, workflow, manifest, or lockfile change. ## Risks The main risk is routing a direct-adapter task through native handling or changing terminal issue behavior. The implementation selects the native path only from persisted runtime facts, retains the existing nonterminal call shape, and schedules native cancellation only for a validated bound native question after commit. Focused and repository-wide tests cover both paths. Native requests remain bound to the company, issue, run, and agent; answers are validated, durable, and idempotent across reconnects. ## Model Used OpenAI Codex, GPT-5 family. The client does not expose the exact deployment ID or context window. Agentic reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the affected local tests and they pass - [x] I have added or updated tests where applicable - [x] I have updated the compatibility notes for this change - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I addressed all Greptile and reviewer comments before requesting merge	2026-08-29 19:26:20 -05:00
DottaandPaperclip	b3343dbd64	feat(connections): add self-serve intent runtime (#12345) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a governed way to request app connections during issue work. > - The catalog now describes the available providers and setup methods. > - A request must become a durable, company-scoped intent before an operator acts on it. > - This pull request adds that intent runtime across server, agent, CLI, and shared contracts. > - The benefit is a safe bridge from agent need to operator-approved setup. ## Linked Issues or Issue Description Refs #11965 This is stack 7 of 11. It depends on stack 6 and replaces another reviewable part of #11965. ## What Changed - Add connection intent types, validation, service logic, and routes. - Add agent runtime tools and CLI support for connection requests. - Add issue-thread interaction support for connection intents. - Add runtime, route, adapter, and contract tests. - Hold the final resolved-continuation row lock through asynchronous adapter preparation until an actual process spawn, so parking or reassignment cannot cross that boundary. - Report Hermes Gateway's first remote run request through the shared dispatch hook so the resolved-intent lock is released at the true dispatch boundary. - Revalidate the addressed user's live non-viewer membership and connection-management authority for every intent mutation, including OAuth completion. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 176 tests passed. - `pnpm build` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed; includes non-process dispatch lock-release coverage) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/connection-intents-service.test.ts -t "addressed-user mutation"` (1 passed) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/tool-access-service.test.ts -t "binds OAuth callback completion to the initiating board session"` (1 passed) - `pnpm --filter @paperclipai/hermes-paperclip-adapter test -- src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook ordering and exactly-once coverage) - `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck` ## Risks - A malformed intent could create an unusable operator request. - Validators and company checks reject invalid or cross-company requests. - The final continuation gate holds the issue row lock through adapter preparation until process or remote dispatch; later operator changes use the normal active-run interruption path. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have linked the public source pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:34 -05:00
DottaandPaperclip	20ccf3f476	feat(apps): add connection grants and delegated identities (#12341) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked a public issue or pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:33 -05:00
DottaandPaperclip	cabc9146d0	feat(apps): add secure remote MCP and PostHog setup (#12339) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Remote MCP setup needs secure endpoint validation and durable credentials. > - PostHog needs both browser sign-in and personal API key setup paths. > - This pull request adds the shared remote MCP foundation and the PostHog definition. > - The benefit is a secure and reusable base for later app connection work. ## Linked Issues or Issue Description Refs #11965 This is stack 1 of 11. It replaces the first reviewable part of #11965. ## What Changed - Add guarded remote MCP setup and credential handling. - Add PostHog OAuth and API key connection methods. - Add focused server, shared contract, and UI coverage. - Keep the migration replay-safe and idempotent. - Give the late-close security regression the same 10-second CI headroom as the adjacent real-timer handshake test. - Synchronize fake-timer handshake tests at the exact ensure-session boundary so real filesystem setup cannot race the fake deadline. - Drive PTY overflow coverage only after listener registration so scheduling cannot reorder the test fixture. ## Verification - pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected cases also passed five focused stress repetitions) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a sandbox-provided value from a late close rejection into logs or the result"` (1 passed) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never promotes a late ensureSession resolution|closes a late-resolving real handle exactly once"` (2 passed) - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Remote endpoint validation can reject configurations that previously passed without checks. - OAuth configuration errors can block setup until the operator corrects the provider settings. - The migration uses guarded statements so repeated execution is safe. - The test-only synchronization changes do not affect runtime behavior; they remove filesystem/fake-clock and listener-registration races observed under parallel CI load. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:32 -05:00
Devin Foley	325041cb00	fix(assets): accept identity-provider characters in image upload namespaces (#12288) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Humans oversee those agents in teams, so each person has a login and a profile with an avatar > - Avatars, logos and pasted images all go to one asset upload API, which files each object under a namespace > - The avatar namespace embeds the user id, and a deployment can take user ids from an external identity layer, where a subject often holds ":", "|", "." or "@" > - But the namespace validator accepted only letters, numbers, "/", "_" and "-", so those users got a 400 "Invalid image metadata" error and could not set a profile photo > - This pull request widens the accepted characters, rejects "." and ".." path segments with a clear message, and cleans the namespace in the upload client > - The benefit is that profile photo upload works for every user, and a namespace the API refuses now returns a message that says what is wrong ## Linked Issues or Issue Description No existing issue or open pull request covers this. I searched the issue and pull request lists for "avatar upload", "profile photo", "Invalid image metadata" and "asset namespace" and found no duplicate. The bug report follows. **What happened?** Profile photo upload fails. `ui/src/pages/ProfileSettings.tsx` sends the namespace `profiles/${user.id}` to `POST /api/companies/:companyId/assets/images`. When the user id comes from an external identity layer it can contain ":", "|", "." or "@" — for example `oidc:example|jane.example@example.com`. `createAssetImageMetadataSchema` in `packages/shared/src/validators/asset.ts` accepted only `/^[a-zA-Z0-9\/_-]+$/`, so the route returned 400 "Invalid image metadata" (`server/src/routes/assets.ts`). The image bytes were never the problem, but the message pointed at the image, so the toast gave the user nothing to act on. A second case has the same cause. The agent instructions editor in `ui/src/pages/AgentDetail.tsx` builds a namespace that ends with a filename, such as `agents/<id>/instructions/SKILL.md`. The "." in the filename also failed the check. **Expected behavior** A profile photo uploads for any user id the app itself issues, and an image pasted into the agent instructions editor uploads for any instruction filename. A namespace the API does refuse returns a message that names the field and states the rule. **Steps to reproduce** 1. Run Paperclip with an external identity provider, so `user.id` holds an OIDC subject such as `oidc:example|jane.example@example.com`. 2. Open Settings, then Profile. 3. Choose an avatar image. 4. The upload fails and the page shows "Invalid image metadata". Or, with no identity provider: 1. Open an agent, then the instructions editor, and select a file whose name contains a "." such as `SKILL.md`. 2. Paste an image into the editor. 3. The upload fails with the same error. **Paperclip version or commit** `master` at eb86fcd49. **Deployment mode** Any deployment whose user ids come from an external identity layer. The instructions-editor case reproduces on a plain self-hosted install too. **Agent adapter(s) involved** Not adapter-specific (core bug). ## What Changed - `packages/shared/src/validators/asset.ts`: widen the namespace pattern to `/^[a-zA-Z0-9\/_.:@|-]+$/`, and reject any "/"-separated segment equal to "." or "..". A traversal attempt now gets a clean 400 from the validator instead of an error from the storage provider. - `packages/shared/src/validators/asset.ts`: add `sanitizeAssetNamespace()`, which maps any string to a namespace the schema accepts. It works per segment: it keeps the accepted characters, turns the others into "-", collapses repeated dashes, drops empty and dot-only segments, and caps the result at 120 characters. It returns `undefined` when no segment survives, and the caller then sends no namespace. - `packages/shared/src/validators/asset.ts`: export `ASSET_NAMESPACE_MAX_LENGTH` and `ASSET_NAMESPACE_RULE`, so the rule text and the API error cannot drift apart. - `ui/src/api/assets.ts`: run the namespace through `sanitizeAssetNamespace()` in `uploadImage`. This is one choke point for all callers, so no caller has to know the rule. - `server/src/routes/assets.ts`: name the field in the 400 message — `Invalid image metadata: "namespace" must be 1-120 characters of letters, numbers, or / _ - . : @ |, and cannot contain "." or ".." path segments`. The zod issue details stay in the response. The UI shows `body.error`, so the toast is now actionable. - Tests: a new `packages/shared/src/validators/asset.test.ts` accept/reject matrix for the schema and the sanitizer; three cases in `server/src/__tests__/assets.test.ts`; one case in `ui/src/pages/ProfileSettings.test.tsx`. ## Verification Targeted runs: ``` npx vitest run packages/shared/src/validators/asset.test.ts # 22 passed npx vitest run server/src/__tests__/assets.test.ts # 11 passed npx vitest run ui/src/pages/ProfileSettings.test.tsx # 2 passed ``` New cases: - Schema: accepts identity-provider ids that hold ":", "|", "." and "@"; accepts `agents/<id>/instructions/SKILL.md`; rejects `profiles/bad name!`, over-length input, and `.` or `..` segments. - Sanitizer: passes identity-provider ids through unchanged, replaces and collapses the other characters, drops the `.` and `..` segments while keeping a segment of three or more dots, caps at 120 characters without leaving a dot segment behind at the cut, and returns `undefined` when nothing survives. One case asserts the sanitizer output always parses. - Route: 201 for `profiles/oidc:example|jane.example@example.com`, and the storage service receives that namespace; 400 naming `namespace` for `profiles/bad name!`; 400 for `profiles/../secrets`. - UI: a session user id holding ":" and "|" uploads, and the namespace reaches the API unchanged. Typecheck: ``` pnpm --filter @paperclipai/shared typecheck # clean pnpm --filter @paperclipai/ui typecheck # clean cd server && npx tsc --noEmit -p tsconfig.json # clean ``` Package suites: ``` npx vitest run --project @paperclipai/shared --exclude "**/dist/**" # 586 passed, 8 pre-existing failures in src/worktree-seed-source.test.ts npx vitest run --project @paperclipai/ui --exclude "**/dist/**" # 4402 passed ``` CI runs the server suite as ten shards (five general, five serialized), which is the authoritative full run for this package. All shards pass on this branch. The `worktree-seed-source` failures reproduce on an unmodified checkout of the same base commit and are unrelated to this change. The UI failures seen in that run were 5-second test timeouts caused by running two suites at once on one machine; each file passes when it runs alone. No document states the namespace character rule — I checked `docs/` and `doc/`, where the asset upload endpoint appears only in an OpenAPI registry entry and a smoke-lab note, neither of which describes the metadata fields. The rule now lives in one exported constant that the API error reuses. ## Risks Low risk. - The wider character set does not widen what a caller can write to disk. `server/src/storage/service.ts` already replaces every character outside `[a-zA-Z0-9._-]` in each path segment, and `server/src/storage/local-disk-provider.ts` already rejects "." and ".." segments and any key that resolves outside the base directory. This change moves the "." and ".." refusal earlier, to the validator, so the caller gets a clear 400. - The API is more permissive than before, so no request that used to succeed can start failing. - Namespaces stored before this change keep working. The namespace is not a key that is looked up; it is a prefix under which new objects are filed. - One behavior change worth noting: the UI now cleans a namespace instead of sending it as typed, so a caller that passes an unusable namespace gets a cleaned prefix rather than a failed upload. ## 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	2026-08-27 11:27:31 -07:00
DottaandPaperclip	4d2af732ae	feat(runner): add native persistence contracts (#12169) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need durable records so Paperclip can explain results and final status changes. > - The current heartbeat tables support direct adapters, but they do not model native runner evidence. > - The runner transport and server coordinator must share a strict finalization contract before they write production data. > - This pull request adds that contract and its additive database boundary. > - It does not select the Paperclip Runner or change any existing adapter execution path. > - The benefit is a reviewable persistence layer that preserves all current behavior and supports later guarded integration. ## Linked Issues or Issue Description Refs #11962 Refs #12129 ## What Changed - Add native run result, finalization, completion, assessment, status decision, and status effect tables. - Add inert native metadata to heartbeat runs and events. Keep `legacy` as the default runtime mode. - Bind each evidence relationship to one company, issue, run, contract, result, assessment, and decision with composite constraints. - Add a strict `paperclip.native_finalization.v1` shared type and validator. - Preserve database functions, triggers, and the unique indexes required by foreign keys in JavaScript backups. - Add migration, backup, mixed-owner denial, validator, and direct-adapter compatibility tests. - Document the new records and their ownership rules. ## Verification - Run `pnpm -r typecheck`. - Run `pnpm build`. - Run `pnpm db:generate`. The schema output and migration safety checks remain current. - Run `PAPERCLIP_PSQL_PATH=/Applications/Postgres.app/Contents/Versions/latest/bin/psql pnpm exec vitest run packages/shared/src/validators/native-finalization.test.ts packages/db/src/client.test.ts packages/db/src/backup-lib.test.ts server/src/__tests__/heartbeat-workspace-busy.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts`. All 52 tests pass. - The full local `pnpm test:run` run completed 4,688 tests. It found 30 existing macOS test-environment failures. A serial rerun with the canonical `/private/tmp` path reduced those failures to six existing listener-diagnostics and skill-browser cases. None of those suites use files in this change. - The full Linux GitHub Actions matrix passes. This includes all general-server, serialized-server, workspace, browser, build, typecheck, canary, and aggregate verification jobs. - Greptile passes at 5/5. Contributor trust, Superagent, Socket, and Snyk pass with no finding from this change. - Storybook visual regression skips by path because this pull request has no UI or Storybook change. - Confirm that the diff contains 25 files. Confirm that it contains no workflow or `pnpm-lock.yaml` changes. ## Risks - The migration adds tables, columns, indexes, a function, a trigger, and ownership constraints. It does not remove or rename existing data. - Composite foreign keys reject mixed-company, mixed-issue, and mixed-run evidence even when each ID exists. - The status-version trigger runs only when an issue status changes. Backup tests confirm that restore retains this trigger and its dependencies. - Native source identifiers are unique when present. Legacy event rows remain unchanged. - This change does not add a unique run sequence constraint. The later native writer must allocate its sequence atomically before that invariant can be safe. - Existing adapters keep their current execution and finalization paths. New heartbeat runs default to `legacy` mode. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The exact deployment ID and context-window size are not exposed. The model used agentic reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-25 13:08:39 -05:00
Nicky LeachandPaperclip	120ae5428f	feat(server): add a one-click relink action for detached custom-image templates (#11641) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip environments can use captured custom images for agent runs > - A configuration fingerprint change can detach a valid custom-image template > - Operators need a safe way to confirm that the image still matches the boot source > - This pull request adds a guarded relink action with drift classification and audit logging > - The benefit is a deliberate relink without a new sandbox boot or provider snapshot ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting environment, server, and UI behavior. **Problem or motivation** A custom-image template detaches when the environment configuration fingerprint changes. The runtime then uses the base image, even when the boot source did not change. The only prior remedy required a full re-capture. **Proposed solution** Add an operator-triggered relink action. Classify configuration drift from a server-owned boot-relevant snapshot. Relink knob-only drift without confirmation. Require explicit confirmation for boot-source or unclassified drift. Guard the route for instance administrators and record a safe activity event. **Alternatives considered** Keep requiring a full re-capture. This adds a sandbox boot and provider snapshot for cases where the image remains correct. **Roadmap alignment** The roadmap has no matching custom-image relink item. This change addresses an environment operation gap. **Additional context** The relink response exposes raw drift values only in the transient 409 response to the instance administrator. The service never persists or logs fingerprints or configuration values. Reserved identity-path segments fail closed. ## What Changed - Add `relinkActiveTemplate` with drift classification and conditional fingerprint update. - Persist a server-owned boot-relevant configuration snapshot during capture. - Add the guarded relink route with strict request validation and activity logging. - Add the relink action and confirmation flow to the environment page. - Add service, route, UI, and OpenAPI coverage. ## Verification - Run the focused service suite: `pnpm vitest run server/src/services/environment-custom-images-service.test.ts`. - Run the focused route suite: `pnpm vitest run server/src/routes/environment-custom-image-routes.test.ts`. - Run the focused UI suite: `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx`. - Run server and UI TypeScript checks. - Confirm the OpenAPI snapshot matches the new route. - Confirm all required GitHub checks pass on commit `e46fdcfe94a719be854adf8849d30714e5b70b93`. - Confirm Greptile reports 5/5 with no unresolved review threads. ## Risks The relink action can keep an image after configuration drift. The service requires explicit confirmation for boot-source or unclassified drift. Reserved path segments produce a safe unresolved marker and never enter stored values. ## Model Used OpenAI GPT-5 Codex. The model used repository inspection, GitHub operations, and PR preparation with tool use and code execution. The runtime did not expose a context-window value or a separate reasoning-mode value. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-18 11:43:39 -07:00
DottaandPaperclip	6b8e42168e	Add governed secret alias confirmation cards (#11486) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need scoped secret bindings to use external services safely. > - Agents could not request an existing secret under a new config name without an internal secret identifier. > - Existing binding proposals were only visible in Settings and did not create an issue-thread approval path. > - A confirmation card could record acceptance without proving that the binding was created. > - This pull request extends the existing secret proposal system with safe source references and governed issue-thread confirmation cards. > - The benefit is a one-click flow that creates the binding or shows a clear failure without exposing secret material. ## Linked Issues or Issue Description Related prerequisite: #11482. **Subsystem affected** Cross-cutting: server REST APIs, shared interaction contracts, database proposal schema, and issue-thread UI. **Problem or motivation** An agent can need an existing bound secret under a second config name. The agent cannot safely discover the internal secret identifier. The existing proposal is also easy for the operator to miss because it only appears in Settings. A generic confirmation can record acceptance without executing the binding. **Proposed solution** Let an agent create a binding proposal from one of its existing config paths. Mint a server-owned, human-only confirmation card on the checked-out issue. Recheck the operator's target-agent permission under the proposal row lock. Execute the existing proposal transaction after card acceptance. Store an `executed` or `failed` result on the card. Render the complete lifecycle in the issue thread and attention resolver. **Alternatives considered** A new alias subsystem would duplicate proposal quotas, expiry, authorization, and binding synchronization. A text-only issue comment would not provide a governed action or an execution result. An agent-supplied card payload would permit metadata smuggling. This change uses the existing proposal transaction and a server-owned payload instead. **Roadmap alignment** This change extends the completed "Secrets Manager with per-agent access" roadmap item. It preserves scoped bindings and audited resolution. The required GitHub search found no other open duplicate issue or pull request. ## What Changed - Added safe source-config-path binding proposals and preserved user-secret ownership checks. - Added a proposal-to-interaction link and an idempotent database migration. - Minted human-only `request_confirmation` cards with server-owned `secretProposal` metadata. - Rejected agent-supplied governed metadata and agent addressees. - Rechecked `agent_config:update` authority under the proposal lock before execution. - Recorded `executed` or `failed` results and posted a failure comment when no binding was created. - Settled failed accepted proposals atomically and mirrored rejection, withdrawal, and expiry in both directions. - Emitted `secret.binding.created` for new agent binding writes. - Added a dedicated issue-thread card for pending, executed, failed, rejected, withdrawn, and expired states. - Showed only the source label, target agent, config path, skeptical justification, expiry, and safe failure code. - Replaced resolved attention-query entries immediately with the stitched server result. - Added focused server, database, UI, and state-transition tests. - Added Storybook fixtures for every review state and documented the API and agent behavior. ## Verification - `pnpm exec vitest run ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/db check:migrations` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/secret-proposals-routes.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/agents-service-secret-bindings.test.ts` — 142 passed. - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/company-secret-proposals-migration.test.ts --silent` — 1 passed. - `pnpm -r typecheck` - `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI AWS-doctor case passes 8/8 with runtime-injected static AWS credential variables unset. - `pnpm build` - `git diff --check origin/master...HEAD` ## Risks - Migration `0221` adds one nullable foreign key and one index. It uses idempotent guards. - The accept route performs a governed write after it records card acceptance. A failed write is visible and settles the proposal as rejected. - Concurrent proposal and card resolution must use proposal-before-interaction lock order. A race test covers direct approval against card rejection. - The new audit event increases activity rows for newly added agent bindings. It does not include secret values or fingerprints. - The card includes only safe proposal metadata. It does not include secret value, fingerprint, version, or internal secret identifiers. - The UI uses the stitched resolution result. Focused tests cover immediate cache replacement and every terminal state. > This work extends an existing completed roadmap capability. The GitHub duplicate search returned no other open related work. ## Model Used - OpenAI Codex with model ID `gpt-5`. The runtime did not expose its context-window size. Reasoning, repository tools, code execution, database integration tests, UI rendering, and GitHub tools were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-18 09:44:24 -05:00
Nicky LeachandPaperclip	e71ce9a9d3	feat: sandbox provider capability contract with fail-closed effective resolution (#11463) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip runs work through adapters and sandbox providers > - Providers need a clear contract so the server can use only verified capabilities > - A declared capability must not grant a method that the live worker did not verify > - This pull request adds manifest declarations and fail-closed effective capability resolution > - The benefit is safe provider reuse across execution targets and run lifecycles ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (multiple of the above) **Problem or motivation** Sandbox providers expose different runtime methods. The server needs one safe capability contract that accounts for provider declarations, worker verification, and narrowing configuration. **Proposed solution** Add strict manifest validation for five sandbox capabilities. Resolve effective capabilities as the subset of verified, declared, and narrowed values. Store the result as a frozen execution-target snapshot. **Alternatives considered** Trusting the manifest alone could grant methods that the worker does not support. Trusting only a fixed built-in list would reject valid third-party providers. The intersection rule keeps the verified runtime ceiling and supports both provider types. **Roadmap alignment** This change supports the ACP run lifecycle track and the sandbox provider contract work in the current roadmap. **Additional context** The legacy `supportsReusableLeases` field remains supported. The nested capability validator rejects unknown keys. Missing or unavailable verification resolves all capabilities to `false`. ## What Changed - Add strict `sandboxCapabilities` manifest validation with legacy reusable-lease compatibility. - Carry declarations through the ready-driver projection. - Add fail-closed effective resolution from verified, declared, and narrowed capabilities. - Add narrowing for provider configuration, Kubernetes Job leases, and Daytona sessions. - Add a frozen read-only capability snapshot to execution targets. - Add focused tests and keep existing characterization baselines covered. - Add and update sandbox provider capability documentation. ## Verification - `npx vitest run packages/shared/src/validators/plugin.test.ts` - `npx vitest run server/src/__tests__/plugin-environment-driver-sandbox-capabilities.test.ts` - `npx vitest run server/src/__tests__/sandbox-capability-contract.test.ts` - `npx vitest run server/src/__tests__/environment-execution-target-capabilities.test.ts` - `npx vitest run packages/adapter-utils/src/acpx-engine/startup-characterization.test.ts packages/adapter-utils/src/acpx-engine/turn-characterization.test.ts packages/adapter-utils/src/acpx-engine/settlement-characterization.test.ts packages/adapter-utils/src/acpx-engine/composed-run-characterization.test.ts` - Package typechecks for shared, server, and adapter-utils pass. - Stage-2 security review suites pass with 28 tests. ## Risks The resolver fails closed when verification is absent or unavailable. Providers that rely on undeclared capabilities may see narrower behavior until they expose verified worker methods. The change does not alter the existing native-sync guard. ## Model Used OpenAI Codex, GPT-5, exact runtime model ID `gpt-5`, tool use and code execution. The implementation author used this model to assist with the change. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-17 10:55:40 -07:00
DottaandPaperclip	10d0555189	fix(interactions): authorize resolvers consistently (#11376) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Issue interactions give agents and people a structured decision record. > - Resolver routes used different authorization rules. > - Some routes blocked valid agents, including task watchdogs with normal issue access. > - The API did not show who could resolve a pending interaction. > - This pull request gives every interaction kind one resolver policy evaluator. > - The benefit is a clear decision path with consistent governance and company isolation. ## Linked Issues or Issue Description Fixes: #8087 Refs: #7403 Related PR: #11082 proposes board-only confirmation rules. This change keeps human-only review as an explicit policy. **What happened?** Agents could create issue interactions. Some resolver routes still required board access. This left valid agent confirmations pending. Task watchdogs could see the same problem without board identity. **Expected behavior** Every interaction kind must use one resolver policy contract. The contract must support `anyone`, `not_creator`, and `human_only`. It must also apply all normal governance controls. **Steps to reproduce** 1. Create a `request_confirmation` interaction as an agent. 2. Resolve it with another authorized agent. 3. Observe the board-only denial. **Paperclip version or commit** The problem exists on `master` before this change. **Deployment mode** Local development with `pnpm dev`. ## What Changed - Add canonical policies for `anyone`, `not_creator`, and `human_only`. - Use one server evaluator for every interaction kind. - Apply named addressees, company limits, review rules, and task watchdog scope. - Charge cross-issue resolutions to the existing per-run action limit. - Return the effective resolver audience in attention and interaction data. - Show the audience, governance choices, and denial reasons in the board UI. - Add telemetry, API documents, product documents, and regression fixtures. - Add migration provenance for safe legacy behavior. - Make migration `0218` safe for complete replays and partial prior runs. ## Product Rules - An interaction records a response. It does not grant authority for the next action. - `anyone` lets any authorized issue participant respond. - `not_creator` requires a responder other than the interaction creator. - `human_only` requires an authorized person. - A named addressee, company policy, or governed action can narrow the audience. - These controls cannot widen the audience. - A task watchdog uses the same rules as an ordinary agent. - A task watchdog does not receive board authority. - An agent resolution on another issue uses the shared cross-issue action limit. - Legacy pending interactions keep their earlier restrictions. - The UI shows the effective audience and a permanent denial reason. ## Verification - `pnpm --filter @paperclipai/db check:migrations` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts` - The focused PostgreSQL test applies migration `0218` twice. - The test also completes a partial prior run and preserves existing provenance. - The latest GitHub head has 29 successful checks. - The opt-in Storybook visual check skipped as expected. - Greptile reports 5/5 with no open comments. ## Risks - New interaction writes use `anyone` by default. - Callers must select `not_creator` or `human_only` when they need stricter review. - Legacy pending interactions keep the old creator and human restrictions. - Migration `0218` fills only missing provenance fields during recovery. - Cross-issue resolutions can reach the existing action limit. - The shared evaluator affects every interaction kind. - Route, service, database, shared contract, and UI tests cover these rules. > This work matches the Agent Reviews and Approvals direction in `ROADMAP.md`. It does not duplicate a planned item. ## Model Used OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID or context window. The agent used reasoning, repository tools, shell commands, 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 public issues or described the issue with the required labels - [x] I have not referenced internal Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented the risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open comments - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-16 13:46:50 -05:00
3 people	f0e6c0f549	feat(server): receive and apply the Paperclip Cloud onboarding seed (#11098) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Cloud provisions a dedicated tenant stack for each customer. During signup it asks for a mission, a name and role for the first agent, and a first task. > - Cloud pushes those answers into the new stack at activation, as `POST /api/companies/:companyId/onboarding-seed`. > - No route served that path. The tenant answered 404, so Cloud recorded the push as unacknowledged and retried on every portfolio fetch. > - The failure was soft. The answers stayed durable in Cloud and the stack still activated. But the stack opened on the empty first-run wizard, and it asked the customer again for what they had already given. > - This pull request adds the receiving endpoint. It validates the seed, applies it, and acknowledges it. > - The benefit is that a seeded stack opens with the mission, the agent and the first task already in place. ## Linked Issues or Issue Description No public GitHub issue covers this. The problem is described in-PR, following the feature template. **Subsystem affected** server/ — Express REST API and orchestration services. Also `packages/db` (one new table) and `packages/shared` (one new validator). **Problem or motivation** Paperclip Cloud collects onboarding answers at signup and pushes them to the tenant stack at activation. The tenant had no route for that request. It answered 404. Cloud treats a non-2xx as "not yet applied", so it kept the answers and retried, but the stack itself stayed unseeded. A customer who had already named their mission, their first agent and their first task arrived at an empty first-run wizard that asked for all three again. **Proposed solution** Serve `POST /api/companies/:companyId/onboarding-seed`. Validate the body, apply it to the company, then acknowledge it. The seed is customer free text, so it is bounded and validated in `packages/shared` and read from the JSON body only. It is never read from an `x-paperclip-cloud-*` header. That header set is the trusted identity envelope: every member is derived server-side from the host plus verified domain records, and that is exactly what makes it trustworthy. Mixing user content into it would remove the property. A test plants a mission on a cloud header and asserts that the body value wins. Application reuses the shapes the first-run wizard already produces, so a seeded stack and a manually onboarded one look the same afterwards: - The mission becomes the company-level goal. A multi-line mission splits into a title and a description, as the wizard does. - The agent becomes the company's first hire. Its free-text role ("Chief of Staff") lands on `title`. The structural `role` stays `ceo`, which is what the org chart and the default-instructions lookup read. - The first task becomes an issue in the Onboarding project, assigned to that agent. Cloud retries until it gets a 2xx, and it reads any 2xx as "the tenant holds this content". So the endpoint is idempotent per `revision`. A new `company_onboarding_seeds` table records the applied revision together with the goal, the agent and the issue it produced. A replay of a revision that already matches is a successful no-op. A later revision — the customer edited their answers — updates those three rows in place instead of creating a second agent and a second task. The record is written last, after every other write has landed, so a partial application cannot present itself as acknowledged. Everything is applied before the 200 is sent. This is an ordering guarantee, not eventual consistency. The tests read the database immediately after the response, with no waiting and no polling, so a lazy receiver fails them on a fast machine as well as a slow one. That matters because the redirect into the tenant dashboard is gated on this acknowledgement. **Alternatives considered** Store the seed and let the tenant UI apply it on first load. Rejected: the dashboard redirect is gated on the acknowledgement, so a background apply would let the dashboard open before the agent and the task exist. The whole point is that it must not. Reuse `POST /companies/:companyId/agents` and `POST /companies/:companyId/issues` over HTTP from Cloud. Rejected: it needs three round trips with no shared idempotency key, and it moves the "did all of it land?" decision to the caller. **Roadmap alignment** This completes an existing Cloud-to-tenant contract. It does not add a new user-facing surface. ## What Changed - Add `POST /api/companies/:companyId/onboarding-seed` in `server/src/routes/onboarding-seed.ts`. It authenticates exactly as `POST /api/companies/:companyId/logo` does, through `assertCompanyAccess`. - Add `server/src/services/onboarding-seed.ts`. It applies the mission, the agent and the first task, and records the applied revision last. - Add the `company_onboarding_seeds` table: schema, migration `0216`, and journal entry. It holds the applied revision and the ids of the goal, agent and issue the seed produced. - Add `applyOnboardingSeedSchema` in `packages/shared`. It bounds mission to 2000, agent name to 80, agent role to 120, task title to 200, and task details to 2000 — the same limits Cloud enforces before it sends. - Mount the router in `server/src/app.ts` and register the path in the OpenAPI document. - Add `server/src/__tests__/onboarding-seed-route.test.ts` with 13 tests. - The seeded agent is created on `claude_local`. This mirrors the teams-catalog default for agents created server-side, where no human runs an environment test first. `PAPERCLIP_ONBOARDING_SEED_ADAPTER_TYPE` overrides it. ## Verification ```sh pnpm typecheck # whole workspace, passes npx vitest run \ server/src/__tests__/onboarding-seed-route.test.ts \ server/src/__tests__/openapi-routes.test.ts # 15 passed ``` The suite runs against embedded Postgres with migrations applied, so migration `0216` is exercised by every test. The route tests cover: - the happy path — mission, agent and task all applied, read immediately after the 200 - replay of the same revision — no second agent, no second task, no second goal, no second project - a later revision — the goal, agent and task are updated in place - a multi-line mission splitting into a goal title and description - a revision-only seed - the activity log entry written once, and not again on a replay - a caller without access to the company — 403, and nothing written - a body with no revision — 400 - each field bound past its limit — 400 - a mission planted on an `x-paperclip-cloud-*` header — ignored, body wins - an existing Onboarding project — reused, not duplicated Not verified here: the full Cloud-to-tenant walk against a live stack. That needs a deployed Cloud and a provisioned tenant together, which is separate staging work. ## Risks Migration `0216` creates one new table. It adds no column to an existing table, rewrites nothing, and backfills nothing, so it is safe to apply online. The migration safety check passes. The endpoint writes to a company. Access is enforced by `assertCompanyAccess`, the same gate the company logo write uses, and a test covers the denial. Behavioral note for stacks that already hold data. If a company already has a non-built-in `ceo` agent, a first seed updates that agent's name and title rather than creating a second lead. Likewise a seed adopts an existing company-level goal rather than adding a parallel one. This is deliberate: the seed is the customer's own stated answer from signup, and two competing missions or two leads would be worse than one updated in place. In the intended case — a stack that Cloud has just activated — none of these exist yet. The seeded agent is created on `claude_local` with an empty adapter config. It is idle and needs the usual credential setup before it runs. Seeding it does not start it. ## Update — rebased onto master + review hardening Master moved on after this PR was cut, so it was **rebased onto `master`** and the seed migration was **renumbered from `0212` to `0216`** (the merged #11101 took `0212_onboarding_first_task_unique`); the drizzle journal was re-stitched and `check:migrations` passes. Two things landed on top of the original receiver: - **Mission-only walk contract (PAP-67 r17.4).** The tenant now owns the first agent and the first task via #11101's server-owned onboarding path, which stamps `ONBOARDING_FIRST_TASK_ORIGIN_KIND` and races safely on the partial unique index `issues_onboarding_first_task_uq`. A comment in the apply path documents why this receiver leaves the first task to that path on the cloud walk, and a paperclip-cloud `node:test` (`src/onboarding/walk-seed.test.ts`) asserts the walk's seed carries no `agent`/`firstTask`. The receiver retains the agent/first-task code for its documented body contract, kept inert on the cloud path by the mission-only seed. - **Three Greptile P1 fixes** (`95622fa37`): concurrent application is now serialized under a per-company `pg_advisory_xact_lock` (no duplicate goal/agent/project/task on overlapping pushes); a revised first task carries its resolved `assigneeAgentId`/`goalId`; and the `company.onboarding_seed_applied` audit write is best-effort so a logging failure can't leave the entry permanently absent. Two new regression tests cover the first two. ## Model Used Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking, with tool use and code execution. Used for the original codebase investigation, the implementation, and the tests. The rebase, migration renumber, mission-only contract, and the three P1 fixes were done with Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, 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 (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-12 22:54:07 -07:00
DottaandPaperclip	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>	2026-08-11 12:11:45 -04:00
DottaandPaperclip	5da382fd59	feat(skills): require explicit merge modes (#10978) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description **What existing behavior does this improve?** This change improves agent skill synchronization and company package import. **Subsystem affected** This is a cross-cutting change across the shared contracts, server, CLI, and UI. **Current behavior** Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. **Proposed behavior** Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. **Reason and benefit** Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. **Breaking changes** Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:42:08 -05:00
DottaandPaperclip	72b509c895	Recognize delivered workspaces and reap terminal worktrees (#10908) ... ## Thinking Path > - Paperclip separates workspace provisioning lifecycle from whether the work was actually delivered. > - Git ancestry alone cannot recognize squash merges or deliveries into a branch other than the workspace base. > - A merged pull request linked from a terminal issue is stronger delivery evidence for those cases. > - The read contract should expose that evidence without changing persisted workspace schema. > - Cleanup must remain conservative: terminal descendants, delivered work, and no active run checkout are all required. > - Reusing the existing cleanup primitives keeps service shutdown, lease cleanup, activity logging, and archival behavior consistent. > - Focused regression coverage locks in both the honest read signal and the fail-closed reaper guards. ## Linked Issues or Issue Description **What existing behavior does this improve?** Execution workspace close-readiness payloads and terminal workspace cleanup. **Current behavior** Delivered squash-merged or cross-branch workspaces can remain `active` and report a permanent “not merged” warning because git ancestry does not contain their original commits. **Proposed behavior** Read payloads distinguish PR-confirmed delivery, ancestry delivery, unmerged work, and unknown state. Fully terminal delivered workspace trees are archived only when no active run holds the checkout. **Reason and benefit** Operators and automation receive an honest delivery signal, while shipped worktrees stop looking active forever and genuinely unmerged work retains its warning. **Breaking changes** The workspace payload gains a derived field. Existing fields and persistence remain unchanged; no database migration is required. **What happened?** A delivered workspace can remain `active` and warn that it is not merged forever after its issue ships through a squash or cross-branch pull request. **Expected behavior** Pull-request delivery should be represented honestly, and a fully terminal delivered workspace should become cleanup-eligible when no run holds its checkout. **Steps to reproduce** 1. Create an issue workspace with commits ahead of its configured base. 2. Deliver those commits with a squash merge or into a different target branch. 3. Mark the source issue and descendants done, then read workspace close readiness. Before this change, the workspace remains active with a “not merged” warning indefinitely. ## What Changed - Added the derived `deliveryState` workspace contract: `merged_via_pr`, `merged_by_ancestry`, `unmerged`, or `unknown`. - Extracted a shared GitHub pull-request merge classifier and reused it for merge confirmations and workspace delivery checks. - Suppressed false ancestry warnings when a terminal issue has ground-truth merged-PR evidence. - Added an idempotent terminality reaper with descendant-terminal, active-run, and delivered-work guards. - Restricted PR delivery evidence to the source issue, then required live merged state plus matching GitHub repository, head branch, and current workspace HEAD; persisted status, stale PRs, lexical mentions, inbound references, and descendant PRs cannot authorize cleanup. - Preserved workspaces with modified or untracked files even when their committed HEAD was delivered. - Bounded both long-lived pull-request state caches to 1,000 entries with oldest-entry eviction. - Routed eligible workspaces through existing runtime shutdown, lease cleanup, activity logging, and archival machinery with exclusive Git index, HEAD, and branch-ref locks plus non-forced removal. - Added regression coverage for delivery derivation, warning behavior, reaper guards, scheduler wiring, and squash/cross-branch delivery. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose` — 63 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts --reporter=verbose` after review hardening — 43 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/external-objects-service.test.ts --reporter=dot` on the final local head — 73 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15 passed - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` — server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared 415 passed, and skills catalog 20 passed; the aggregate DB stage ran both source and built copies of one unrelated embedded-Postgres migration test and both reached its 5-second timeout - `pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts --reporter=verbose` — isolated aggregate-timeout verification passed in 3.99 seconds - `NODE_ENV=production pnpm build` - `pnpm check:token-gates` ## Risks The reaper intentionally fails closed when issue terminality, pull-request state, git ancestry, or checkout ownership cannot be proven. GitHub lookups can delay classification and cleanup but cannot cause an unproven workspace to be archived. Automated terminal archival holds exclusive Git index, HEAD, and branch-ref locks across validation and removal, skips configured destructive hooks, and uses non-forced removal so dirty writes fail closed. Reopening a source issue does not restore an archived workspace; it emits an audit event so a human or agent can re-provision explicitly. ## Model Used OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID or context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 16:34:04 -05:00
DottaandPaperclip	6ffe9df842	fix(auth): clarify protected-agent assignment blocks (#10893) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task assignment policies control which agents can receive work. > - Protected-agent policy flags currently stop assignment. > - The existing error says that the assignment requires approval. > - Paperclip has no approval workflow for this policy. > - This pull request models the policy as a hard block and gives the operator an action that exists. > - The benefit is accurate API guidance without weakening the existing fail-closed behavior. ## Linked Issues or Issue Description Refs #6386 **What happened?** A protected-agent assignment denial said that approval was required. No approval record or approval action existed for this policy, so the message sent agents and operators to a dead end. **Expected behavior** The authorization result must state that protected-agent policy blocks assignment. It must tell a company administrator to remove the block before retrying. **Steps to reproduce** 1. Set `authorizationPolicy.protectedAgent.requiresApproval` to `true` on a target agent. 2. Give another agent the `tasks:assign` permission. 3. Preview or attempt assignment to the protected agent. 4. Observe that the old response promises an approval step that does not exist. **Paperclip version or commit** `c54936e2e9` on `master`. **Deployment mode** Built from source. The behavior is in the core authorization service and is not deployment-specific. **Agent adapter(s) involved** Not adapter-specific. ## What Changed - Added canonical `protectedAgent.blockAssignment` and `protectedAgent.blockReason` policy fields. - Kept the legacy approval-named flags as fail-closed compatibility aliases. - Changed denial copy to name the hard block and the administrator action. - Added authorization and plugin-host regression coverage for canonical and legacy policy data. - Updated the V1 implementation contract with the protected-assignment rule. ## Verification - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts` — 2 files passed, 61 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/shared build` — passed. - `pnpm --filter @paperclipai/server build` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check public-gh/master...HEAD` — passed. The repository-wide local wrappers exceeded the execution host resource limit before they printed a final summary. The PR check loop will use GitHub CI as the complete test and build authority. ## Risks - Low: assignment remains fail-closed. The change corrects the policy name and denial guidance. - Low: legacy fields remain supported, so existing plugin-owned policy data does not change behavior. - Low: the new policy schemas allow unknown keys for forward compatibility, as the existing authorization policy schema already does. > 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`, tool-enabled coding agent with reasoning, shell, Git, and GitHub CLI access. The runtime does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:09:17 -05:00
3 people	678728f650	feat: maintained in_review review-path contract + stalled-review actions (#10675) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents move issues to `in_review` and rely on a "review path" (an interaction, an approval, a monitor, or a named reviewer) to tell them who decides next. > - That review path can silently disappear. A user comment supersedes the pending interaction, a monitor is exhausted, or a run ends without restoring a path. The issue then sits in `in_review` with nobody reviewing it and no visible action. > - Such issues become invisible zombies. Nobody knows a decision is owed, so the work stalls forever. > - This pull request makes the review path a maintained invariant, exposes a `reviewAttention` surface, and gives every stalled review three inline actions in the UI. > - The benefit is that an `in_review` issue always shows who reviews it, or shows an amber "nobody is reviewing this" notice with one-click Approve, Request changes, and Send back to work. ## Linked Issues or Issue Description This pull request describes the problem inline. The tracking issue is internal. **Subsystem affected** The review and attention loop that agents and humans share: the `in_review` status, the `reviewAttention` surface, the /decisions attention feed, and the issue-page review panel. **Problem or motivation** Agent-owned issues in `in_review` can lose their last review path. A user comment supersedes the pending interaction. A monitor is exhausted. A run ends without restoring a path. The issue then sits in `in_review` with no reviewer and no visible action. It becomes an invisible zombie and the work never progresses. **Proposed solution** Maintain the review path as a server invariant. Expose a `reviewAttention` field that says what is under review, who decides, and since when. Render a persistent review panel on the issue page and inline actions on the /decisions feed. Keep human PATCHes into `in_review` ungated, but record the requesting user so the panel never renders empty. **Alternatives considered** A pure background auto-recovery sweep. This stays opt-in and is not enough on its own, because it is invisible to the human. A bare status banner. This is rejected, because it gives no action to resolve the stall. **Roadmap alignment** This improves the core review and attention loop that both agents and humans use every day. ## What Changed - **Server — maintained review-path invariant:** when an issue enters or sits in `in_review`, the server derives and persists a review path (interaction, approval, monitor, or the requesting user) and recovers a stale path with one bounded wake instead of leaving the issue pathless. - **Server — `reviewAttention` surface:** a new field describes what is under review (bound target with links), who decides, since when, and whether the review is stalled. Stalled agent-assigned reviews are now included in the attention feed. - **Server — inline stalled-review decisions:** secured routes let a permitted responder Approve (→ `done`), Request changes (→ `todo` + wake carrying the note), or Send back to work (→ `todo` + wake) directly from the attention feed. - **Server — resume-intent wake:** an `in_review -> todo` transition now wakes the assigned agent so a resumed review is not dropped. - **Server — user-entry symmetry:** user PATCHes into `in_review` stay ungated (no 422 for humans) and record the requesting user, who becomes the named responder when no other path exists. - **UI — review panel:** a persistent `IssueReviewPanel` renders above the thread whenever status is `in_review`. The covered state shows the bound target, responder, and outcomes and hoists the pending interaction/approval card. The stalled state shows the amber notice plus the three actions. - **UI — decisions card actions:** the same three actions render inline on the /decisions `AttentionQueueRow`. - **UI — responsive fix:** the stalled action row stacks to full-width buttons at phone width and returns to a horizontal row at `sm` and up. New 390px stories capture the phone layout. ## Verification - `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts src/api/issues.test.ts` — 91 tests pass. - Server suites added and updated: `issue-review-attention`, `issue-stalled-review-decision-routes`, `review-path-recovery`, `recovery-observability`, and related route/liveness tests (run by CI). - A designer reviewed the UI at 390px and desktop in light and dark themes on both the issue-page panel and the /decisions card. The stalled action row stacks cleanly at phone width with no overlap and keeps the horizontal row on desktop. ## Risks - **Migration:** adds migration `0200` (next after master `0199`, no renumber). It extends the agent-wakeup-requests schema and is additive. - **Behavioral shift:** `in_review -> todo` now dispatches a wake. This is intended (resume intent) and covered by tests. - **Authz:** the inline decision routes are permission-gated. Only a permitted responder sees and can trigger the actions. - Overall risk is moderate and contained to the review and attention loop. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-04 13:54:40 -05:00
3 people	ded813ad6f	feat(interactions): add governed agent addressees (#10252) ... ## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-04 12:51:06 -05:00
DottaandPaperclip	717684ad8f	Add project folder browsing to skill imports (#9930) ... ## Thinking Path > - Paperclip is the control plane teams use to manage AI agents and their reusable capabilities. > - Skills Manager lets operators discover and import skills from project workspaces. > - Automatic discovery only surfaces skills in conventional locations, so valid skills stored elsewhere in a project are invisible. > - Operators need a safe way to navigate project folders without exposing paths outside the selected workspace. > - This pull request adds company-scoped workspace folder browsing and selection to the project skill import flow. > - The benefit is that operators can find and import valid skill folders regardless of repository layout while preserving workspace boundaries. ## Linked Issues or Issue Description - **Subsystem affected:** Cross-cutting (`server/`, `ui/`, and `packages/shared`). - **Problem or motivation:** Project skill imports rely on conventional directory discovery, which prevents operators from selecting valid `SKILL.md` folders stored in atypical locations. - **Proposed solution:** Add a company-scoped browse endpoint and a folder browser in the import dialog. The server resolves real paths, rejects traversal outside the workspace, skips symlinks and high-noise directories, identifies skill directories/files, and caps listings at 250 entries. - **Alternatives considered:** Expanding the automatic scan to every directory would be slower and noisier, while accepting arbitrary filesystem paths would weaken project/workspace scoping. - **Roadmap alignment:** This extends the completed “Skills Manager, Skill Studio & Skills Store” capability in `ROADMAP.md` without duplicating planned core work. - **Additional context:** GitHub search found no duplicate or closely related public issues or pull requests. ## What Changed - Added shared browse request/result contracts and validation for project workspace navigation. - Added a company-scoped API route and service that safely lists local workspace folders and detects `SKILL.md` entries. - Added project workspace/folder navigation to the import dialog, including parent navigation, workspace switching, truncation feedback, and direct skill selection. - Added service and route regression tests for browsing, skill detection, company isolation, and traversal rejection. - Added shared response schemas and OpenAPI documentation for the browse endpoint. - Hardened explicit skill selections with realpath containment so symlinked directories cannot escape the project workspace. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills.test.ts` — 64 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed. - Focused post-review reruns: `company-skills-service.test.ts` — 45 tests passed; shared/server typechecks passed. - GitHub latest-head checks — all green after one transient e2e rerun; no pending or failing checks. - `pnpm check:token-gates` — all gates clean on the rebased head. ## Risks - Low-to-moderate risk: this adds a filesystem browsing surface. Realpath containment checks prevent workspace escape, symlinks are excluded, remote-managed workspaces are rejected, and directory listings are capped. - The browser intentionally hides `.git` and `node_modules`; skills inside those directories cannot be selected through this flow. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.5`, reasoning-enabled with terminal/tool use and code execution; runtime context-window size is not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the execution harness requires preserving the assigned branch name. - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes — no user-facing docs changes are needed beyond this PR description because the flow is self-explanatory UI behavior. - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-02 10:55:36 -05:00
3 people	9c1f8e7887	feat(decisions): add first-class propose mode (#10010) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**, **Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool access)**, and **Activity History** by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - **Migration:** Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - **Authorization:** Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - **Concurrency:** Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - **UI:** Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:17:02 -07:00
DottaandPaperclip	fcf66f3a91	feat(skills): add managed skill rename API (#9688) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Company skills are reusable capabilities that operators install, edit, assign, and materialize for agents. > - Managed local skills currently lack a safe backend operation for changing their display name and canonical slug/key together. > - Treating rename as an ordinary save can leave duplicate records, stale runtime materializations, or agent assignments pointing at the old key. > - This pull request adds a company-scoped managed-skill rename contract, service operation, and REST endpoint with focused authorization and activity logging. > - The benefit is an atomic-enough, recoverable rename path that keeps disk state, database identity, and agent skill assignments synchronized. ## Linked Issues or Issue Description - Refs #2121 - Problem: managed company skills need a dedicated rename operation rather than save-time duplication behavior. - Expected behavior: renaming a managed skill updates its name, slug, key, source directory, frontmatter, runtime materialization, and assigned-agent references while preserving version pins. ## What Changed - Added shared request/result types and Zod validation for managed skill rename requests. - Added `POST /api/companies/:companyId/skills/:skillId/rename` with `skills.edit` policy checks and `company.skill_renamed` activity logging. - Restricted renames to Paperclip-managed local skills and added slug, key, and target-directory conflict handling. - Moved the managed directory, rewrote only the `SKILL.md` frontmatter name, updated the database row, and rolled filesystem changes back when persistence fails. - Rewrote assigned agents' desired-skill keys while preserving pinned version IDs and removed stale runtime materialization. - Added focused route and service coverage for success, no-op, name-only changes, conflicts, unsupported sources, assignment rewrites, rollback-sensitive behavior, and runtime cleanup. - Rejected multiline rename names before they can inject extra `SKILL.md` frontmatter fields. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts` — 106 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. ## Risks - Filesystem and database updates cannot share one native transaction; the service stages filesystem changes and explicitly restores the original directory and markdown when the database transaction fails. - Renames intentionally reject catalog, remote, project-scanned, and unmanaged local skills to avoid changing identities owned by external sources. - No database migration is required; the endpoint updates existing company-skill and agent configuration fields. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent (exact underlying model ID and context-window size were not exposed to this runtime), with reasoning, repository tool use, code execution, and test execution. The rescued source commit also records assistance from Claude Opus 4.8. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-30 15:29:31 -07:00
DottaandPaperclip	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>	2026-07-27 19:13:35 -05:00
DottaandPaperclip	f6ab82d490	feat(interactions): add interaction withdrawal and terminal-issue expiry (#10251) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents and boards coordinate through issue-thread interactions (request_confirmation, ask_user_questions, suggest_tasks, …) that wait as `pending` cards until someone resolves them > - Two lifecycle gaps existed: an interaction's creator could not take back a card it no longer stands behind, and interactions left `pending` on issues that reached a terminal status lingered forever as live-looking approval requests > - Stale pending cards mislead humans (they look actionable), distort attention/liveness signals, and in the worst case invite acting on a proposal whose issue is already closed or cancelled > - This pull request adds an explicit withdraw route for pending interactions and automatically expires pending interactions when their issue reaches a terminal status (including a catch-up sweep for issues closed before this change) > - The benefit is that interaction cards now faithfully reflect reality: only genuinely actionable requests stay pending, and creators can retract requests that events have overtaken ## Linked Issues or Issue Description Fixes #5787 Refs #7403 Related prior PRs found while searching for duplicates (all overlap partially; none combine both lifecycle paths or the route-level authorization used here): #6709 and #7312 (creator-withdraw attempts), #8169 (terminal expiry), #8081 and #5137 (generalized cancel/expire endpoints), #6094 (stale confirmation auto-resolve). Related merged context: #9568 (agent cancel for ask_user_questions), #10119 (tolerating legacy `withdrawn_by_creator` result outcomes — the reader side of the outcome this PR writes). ## What Changed - New route `POST /issues/:id/interactions/:interactionId/withdraw` that resolves a `pending` interaction to status `withdrawn` with a structured result (`outcome: "withdrawn"`, optional trimmed `reason`), stamps `resolvedBy*`/`resolvedAt`, touches the issue, logs activity, and emits resolved-interaction telemetry - Withdrawal authorization: board users, the interaction's creator agent, or the issue's current assignee agent (assignees additionally pass the standard issue-mutation gate); task-watchdog runs are explicitly rejected, and authorization-boundary plus low-trust control-plane checks apply - Withdrawing an already-resolved interaction returns `409`; unknown/cross-issue/cross-company interaction ids return `404` - New service method `expirePendingInteractionsForTerminalIssue`: when an issue transitions to a terminal status, all of its `pending` interactions are resolved to `expired` with `outcome: "issue_closed"`, guarded by a `status = 'pending'` predicate so concurrent resolutions are not overwritten - The same expiry runs as a catch-up when interactions are listed on an already-terminal issue, so cards stranded by issues closed before this change also get cleaned up; expired request_confirmations are logged with a distinguishing source - Shared package: new `withdrawIssueThreadInteractionSchema` validator, `WithdrawIssueThreadInteraction` type, and `withdrawn` / `issue_closed` result-outcome support for all interaction kinds (kind-aware result shapes for `ask_user_questions` and `request_item_verdicts`) - UI helper `ui/src/lib/issue-thread-interactions.ts` recognizes the new outcomes for card rendering - Docs: bundled skill API reference updated with the withdraw endpoint - Review follow-up: terminal expiry moved from the HTTP route hooks into `issueService.update`'s status-transition block, so direct service callers (tree control, recovery, pipelines, status cards) expire pending cards too; the list-endpoint catch-up remains for issues closed before this change - Review follow-up: withdrawing or issue-close-expiring a `request_confirmation` also settles its linked `tool_action_requests` row (withdraw -> `cancelled`, issue closed -> `expired`), so a parked tool call cannot stay approvable after its card is gone - Review follow-up: interaction cards render dedicated copy for the new outcomes ("Withdrawn" with the reason, "Expired when issue closed") instead of falling through to superseded-by-comment / stale-target variants; withdrawn plan reviews badge as "Withdrawn" rather than "Changes requested" ## Screenshots Card states rendered from a local ux-lab harness with mocked data ([full gallery](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/)): | Light | Dark | | --- | --- | |  |  | ## Verification - `pnpm --filter @paperclipai/shared build` — clean tsc - `cd server && npx vitest run src/__tests__/issue-thread-interaction-routes.test.ts` — 22 tests pass, including new coverage for: creator-agent withdraw success, non-creator/non-assignee agent 403, watchdog-run 403, double-withdraw 409, and board-user withdraw - `cd server && npx vitest run src/services/issue-thread-interactions.test.ts` — 4 tests pass, including terminal-issue expiry writing `issue_closed` results and leaving already-resolved interactions untouched - `cd ui && pnpm typecheck` — clean - `cd server && npx vitest run src/__tests__/issues-service.test.ts` — includes a new embedded-Postgres test proving a direct `issueService.update` terminal transition expires pending interactions and writes the activity-log entry - `cd ui && npx vitest run src/components/IssueThreadInteractionCard.test.tsx` — 32 tests, including new coverage for withdrawn / issue-closed confirmation and question cards - `cd server && npx tsc --noEmit` — matches the pre-existing repo error baseline exactly (no new errors) - Manual: `POST /issues/:id/interactions/:interactionId/withdraw` with `{"reason":"superseded"}` as the creator agent resolves the card to `withdrawn`; closing an issue with a pending confirmation flips it to `expired` with `outcome: "issue_closed"` ## Risks - Interactions on terminal issues now auto-expire (including retroactively via the list-time catch-up), so consumers that expected to resolve a pending interaction on a closed issue will get `409`; this is the intended semantics and matches how the attention feed already wants to treat dead cards - New result outcomes (`withdrawn`, `issue_closed`) are written to stored results; readers were already made tolerant of these outcome strings in #10119, so mixed-version reads are safe - No schema/migration changes; per-row conditional updates (`status = 'pending'`) avoid clobbering concurrent resolutions - Withdrawal is a new mutation surface, but it is strictly narrower than existing resolve paths (board, creator, or assignee only; watchdog runs blocked) ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic Mythos-class tier) with extended thinking and agentic tool use (Claude Code harness); commit authored in a Paperclip-managed engineering session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-27 19:04:46 -05:00
3 people	7e40ed8c43	feat(status-cards): add experimental status card update view (#10101) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. 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; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-24 12:26:43 -05:00