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5badea4798 |
Use the agent lifecycle contract for plugin setup and status (#15391)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Some plugins must prepare resources before an agent can work. > - Those resources must stop or be removed when the agent pauses or terminates. > - The agent lifecycle module now owns these steps and their durable completion. > - Plugins use its required callback contract instead of a separate readiness query. > - This PR documents that contract and shows its progress and retry action on the agent page. ## Linked Issues or Issue Description Refs: #15631 **Subsystem affected** Required plugin lifecycle work and the agent detail page. **Problem or motivation** The lifecycle module exposes `onAgentLifecycle` and `agents.lifecycle.manage`, but the plugin authoring guide does not explain their use. The agent page displays legacy status. Setup therefore looks paused and offers Resume. Termination leaves the page before resource cleanup completes. **Proposed solution** Use the callback, admission guards, persisted state, and retry route supplied by the lifecycle module. Show pending phases and fixed host errors. Keep the detail page open during incomplete termination. Use lifecycle state for pause and resume controls. **Alternatives considered** A separate plugin readiness query would duplicate the module's state and admission rules. The final diff contains no readiness API, database commit hooks, or second admission check. ## What Changed - Document the manifest declaration, callback results, phase ordering, capability scope, retry behavior, and provider revision requirements. - Correct SDK comments for lifecycle, routing, and external object callbacks. - Show preparation, verification, pause, resume, termination, and cleanup progress from the existing agent fields. - Refresh pending steps every two seconds and other states every thirty seconds. Keep these reads separate from the agent record used by editable forms. Use the existing authorized retry route for failed steps. - Offer Pause during setup. Disable pause and resume while stop or cleanup is incomplete. Keep cleanup failures reachable on the detail page. Disable new work after termination starts. - Test required resource work across setup, pause, resume, and confirmed deletion. Test every worker callback phase, missing handlers, retry authorization, and UI behavior. ## Verification - Focused UI tests: 139 passed across lifecycle status, action buttons, API tests, and the configuration form. A regression preserves unsaved edits during an in-flight lifecycle refresh and a failed refresh. - Focused host and shared tests: 113 passed across lifecycle integration, retry authorization, plugin RPC, and manifest validation. The database suite used isolated local PostgreSQL 18 through a temporary loader outside the repository. - Module boundary tests: 11 passed. Module import/write checks and UI token gates passed. - Plugin SDK build, server direct TypeScript check, and UI TypeScript check passed. - `git diff --check` and an added-line secrets/private-reference scan passed. Fixtures use synthetic identities. - Full `pnpm -r typecheck` and `pnpm build` passed using the existing local Rust toolchain. - Visually checked all six progress phases with the application components and styles. Captured preparation and cleanup failure screenshots from the production UI build with synthetic API data; artifacts are kept outside git. - Full local `pnpm test:run` was attempted and stopped after a native-runner failure reproduced in isolation: `native-session-resume.test.ts` / `archives a damaged prior epoch before completing guarded same-task replacement with real runnerd` returns a failed Codex fixture result instead of success. The native-runtime and runner trees are unchanged from the base. No full local test pass is claimed. - All latest-head CI checks passed, including test shards, verification, E2E, and the canary packaging check. Greptile reviewed commit `96473e03a` at 5/5 with no unresolved comments. ## Risks - Selected required plugins remain a dependency for lifecycle completion. The lifecycle module retains their requirements when a plugin is disabled or removed. - Plugins must make repeated provider operations safe and fence older revisions. Host revision checks do not cancel external requests. - Polling adds one agent-detail read every two seconds during pending work and every thirty seconds otherwise. - No schema change, private VM provider implementation, resource backfill, or deployment is included. No live provider test was run. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code editing, and command execution. The exact model revision and context window were 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 linked existing issues or described the issue in-PR - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run focused 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 risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no unresolved comments - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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ebaeba40ee |
feat: simplify agent onboarding and configuration (#13011)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create agents and configure their runtimes in the board UI. > - The old creation flow presents several choices and a large form before an agent can start. > - The existing onboarding controls already provide clear provider connection steps. > - This pull request uses those controls in a new-agent wizard and organizes the full configuration pages. > - Operators can connect, test, save, and assign a first task while keeping the existing configuration tools. ## Linked Issues or Issue Description Related: #10974. That earlier open PR also reorganizes agent configuration. This PR follows the reviewed Storybook designs for agent creation and the current configuration tabs. **What existing behavior does this improve?** Agent creation, provider connection, runtime tests, and full agent configuration. **Current behavior** The creation dialog leads to a large manual configuration form. Provider login controls differ from onboarding. Environment variables and secret access appear in separate places. **Proposed behavior** Choose a name and adapter. Connect Claude or Codex through the existing onboarding controls. Configure and test the runtime, save the agent, and open a task dialog with that agent assigned. Use the same design on the existing configuration tabs. **Reason and benefit** The first setup asks for fewer decisions. The full editor keeps instructions, skills, runtime controls, secret access, permissions, keys, and revisions available in clear sections. **Breaking changes** The board creation and configuration layouts change. The test-environment API adds an optional, allowlisted `testCredentials` field for one-shot probes. Database contracts stay the same. Native ACPX tests now reject unsupported local platforms before a CLI login can mask the runtime restriction. ## What Changed - Added a new-agent wizard with numbered steps, adapter branding, provider connections, editable model choices, runtime tests, and confirmation. - Added Codex app-server, Claude ACPX, and OpenCode runner choices. - Stored API credentials through existing secret APIs and persisted references in agent configuration. New setup keys are isolated from credentials used by existing agents. - Preserved external-agent invitations beside the wizard, including optional messages, one-time prompts, and clipboard fallback. - Added OpenRouter provider and secret bindings for Pi and OpenCode. - Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi, and Hermes. Cursor Cloud keys are saved as new organization secrets. - Fixed Cursor Cloud repository field mapping, omitted empty remote environment values, and added useful model and repository error messages. - Preserved complete MCP assignments when multiple valid profiles contain more than 250 tools in total. Generated profiles retain exact tool selectors. - Added service branding and deployment-aware adapter choices. Cloud setup offers Claude, Codex, and OpenCode; local native runners require the experimental setting. - Made the agent list responsive at intermediate widths. - Applied the reviewed design to the real agent configuration pages. Kept the instruction editor, skills, and existing mutations. - Combined secret access and environment variables under one Save and Discard action. - Added interactive Storybook screens for setup, configuration, confirmation, authentication, and test results. - Fixed Pi provider-error parsing and thinking-effort persistence. Native ACPX validates Linux x64 on the actual local, SSH, or sandbox target. - Redacted the complete transient probe-credential field from HTTP error logs, including rejected provider names. ## Verification - Current head `df0292fe6` has a fresh Greptile 5/5 review with no unresolved findings. All 31 executed CI checks passed, including the aggregate verification gate and all browser E2E shards. Storybook visual regression is skipped by its workflow; the local Storybook build passed. - Browser tests completed real assigned tasks with direct Codex, Claude, OpenCode, Pi, and native Codex. - Verified external-agent invitation generation and automatic prompt copying in the live browser. - Pi and OpenCode used an existing OpenRouter secret. Browser checks covered save and reload, instruction edits, skill selection, environment-variable Save and Discard, and assigned task creation. - Invalid Claude API credentials remained on the connection step with an error. A live Pi/OpenRouter invalid-key probe returned a provider failure and left the user-secret inventory unchanged (zero entries before and after). - Full workspace typecheck and build passed after rebasing onto current master. After review fixes, server and UI typechecks, token gates, and the full build passed again. Storybook built successfully. - All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter regressions passed all 24 tests. Review regressions passed 69 server tests and all 18 agent-list tests. - The local full test command ran 6,971 general server tests successfully. Editing review fixes during that long run caused nine tests to use stale modules; fresh isolated runs passed. An unrelated embedded-Postgres fixture hit the host shared-memory limit; its 15 affected tests passed when the fixture groups ran separately. - Local workspace groups passed after rerunning 18 CLI tests sequentially to avoid host database limits and parallel-load timeouts. The local full command stopped at the general server phase, so serialized server verification comes from the five passing CI shards. - Browser testing at 390px confirmed that the agent action menu opens and the page has no horizontal overflow. CI browser E2E shards passed. - Review the `Onboarding / New agent` and `Agents / Configuration refresh` Storybook groups. In the real app, create an agent, run its connection test, save it, assign a task, and reload its configuration. ## Risks - This changes the main agent setup and configuration UI. Regression tests cover routing, persistence, secret bindings, and form actions. - Native Claude ACPX requires Linux x64. Direct Claude works on macOS. Remote checks execute a bounded platform probe and reject unsupported or unverified targets. - A native OpenCode task reached the provider context limit because of its tool payload. Its provider connection test passed. Direct OpenCode completed a task. This existing native execution limit is not fixed here. - Claude and Codex connection keys use the existing user-secret store. Other runtime setup keys use distinct organization secrets. Existing credentials are never rotated. Probes do not store entered keys. Failed agent creation removes newly staged credentials. - Cursor Cloud has not completed a live task. Its authenticated account still needs GitHub repository access. The live run passed MCP provisioning, remote environment validation, and explicit Auto model selection before the repository prerequisite blocked execution. - Generated runtime MCP profiles can exceed the public profile-edit request limit. They still contain exact catalog selectors and preserve permission boundaries. - No database migration, dependency, lockfile, or workflow changes are included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser automation. The runtime did not expose the exact model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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131f5c4065 |
feat(runner): add administration and observability (#12641)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Administrators need bounded controls for experimental native execution. > - The lower stack adds remote Codex execution and the task workspace. > - Operators need to configure Codex safely and inspect provider traces. > - Unsupported providers must not appear as runnable choices. > - This pull request adds Codex-only administration and observability. > - The benefit is a default-off operational surface for production diagnosis. ## Linked Issues or Issue Description Refs #12640. Refs #12616. Refs #12352. **Subsystem affected** Agent configuration, instance experimental settings, run ledger, provider trace inspector, and administrator actions. **Problem or motivation** The native runner lacks one safe operator surface for Codex permissions, lifecycle, raw trace capture, and run inspection. The integration branch also contains provider choices that the production backend cannot execute yet. **Proposed solution** Expose only the qualified Codex controls. Keep Paperclip Developer Mode and runner preview ingress off by default. Gate raw trace actions by administrator access and existing trace authorization. **Alternatives considered** Exposing unfinished providers would create configurations that fail at runtime. Always-on tracing would increase sensitive data and storage risk. **Roadmap alignment** This work supports governed Cloud and Sandbox agents and production diagnostics. ## Stack - Base PR: #12640. - Lower PRs: #12639 and #12638. - This PR contains only its 54-file administration and observability delta. - This is the final feature PR in the Codex production stack. ## What Changed - Added Codex-only Paperclip Runner permission and lifecycle controls. - Added bounded warm idle configuration. - Kept the provider field fixed to Codex. - Added administrator-only one-run raw trace requests. - Added a persistent future-run raw trace toggle. - Added trace status, metadata, ledger, and canonical runner inspection. - Added JSON-RPC request-origin grouping and finalization lineage. - Restored the stateful PRP transcript parser and focused projection tests required by trace inspection. - Added default-off Paperclip Developer Mode. - Added Honeycomb run links for authorized developer mode. - Disabled the legacy operational skill for `paperclip_runner`. - Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner choices. - Did not change migrations, workflows, dependencies, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, server tests, repository typecheck, build, browser tests, security, and policy gates. - Tests cover Codex configuration defaults and bounds, administrator trace actions, persistent settings, ledger inspection, trace lineage, and Honeycomb links. - Existing server trace authorization and retention tests remain the backend authority. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/task-workspace-experience...HEAD` passes. - The delta contains 54 files. ## Risks - Raw provider traces can contain sensitive provider data. - Existing server authorization controls access, reveal, download, retention, and deletion. - The UI gates trace actions by administrator access and developer mode. - All new instance settings remain off by default. - Fresh Paperclip Runner configuration remains Codex-only. - Direct adapters and legacy task behavior do not change in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] 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 risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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dc6fcd1ff1 |
fix(ui): move agent secret access to searchable secrets tab (#11283)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent configuration UI controls each agent and its allowed secrets. > - The environment variable editor already has a secret selector with search and folder navigation. > - The secret access editor used a basic list and made large secret stores hard to use. > - The secret access controls also occupied the main Configuration tab. > - This pull request reuses the rich selector and moves secret access to a dedicated Secrets tab. > - The benefit is one consistent secret selection workflow with clearer agent configuration navigation. ## Linked Issues or Issue Description **What existing behavior does this improve?** The agent detail configuration view and its secret access editor. **Subsystem affected** `ui/` — React and Vite board UI. **Current behavior** The secret access editor uses a basic select control. It does not provide the search and folder navigation available in the environment variable editor. The editor also appears inside the Configuration tab. **Proposed behavior** The secret access editor uses the shared secret picker. Users can search secrets and browse slash-delimited folders. Agent details provide a dedicated Secrets tab for this editor. **Reason and benefit** Large secret stores are slow to scan in a flat list. Reusing one selector reduces UI differences and makes scoped secret access easier to manage. **Breaking changes** None. The API and saved secret access data do not change. ## What Changed - Reused the environment variable secret picker in the agent secret access editor. - Preserved secret version selection and the create-secret action, including nested-popover focus handling. - Added a route-backed Secrets tab to agent details and removed secret access controls from Configuration. - Guarded unsaved configuration across tab, link, browser-history, and action-triggered navigation. - Rechecked dirty state when navigation-producing agent actions finish, covering edits made while a request is pending. - Added component, page, and Storybook coverage for the workflow. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/AgentActionButtons.test.tsx src/components/AgentConfigForm.render.test.tsx src/components/AgentSecretAccessEditor.test.tsx src/components/environment-variables-editor/EnvironmentVariablesEditor.test.tsx src/pages/AgentDetail.progress.test.ts` — 82 tests passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - All GitHub PR checks passed on `5209c5b787`, including build, canary, general and serialized tests, and all three e2e shards. - Greptile completed at 5/5 with zero unresolved review threads. ## Risks - Low risk. The API and persisted binding format are unchanged; this changes agent configuration navigation and secret selection UI. - Dirty-state guards now cover direct navigation, Back/Forward history, and navigation-producing agent actions, including pending-request races. - Tests cover tab separation, secret access updates, search, folder navigation, focus restoration, and navigation rejection. - No documentation change is required because commands, contracts, and setup steps do not change. > 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. This runtime did not expose a more specific model ID or context window. The model used agentic reasoning, repository tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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1fa36be353 |
fix(ui): use HTTP-safe clipboard copy everywhere (#10875)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators often open self-hosted Paperclip over plain HTTP on a LAN or private network. > - Browser Clipboard API writes are not reliable in that insecure context. > - Paperclip already has one shared helper with a legacy copy fallback, but many current copy actions bypass it. > - This pull request routes every core UI copy action and the first-party workspace-diff plugin through the shared helper. > - The benefit is consistent copy behavior on HTTPS, localhost, and plain-HTTP private deployments. ## Linked Issues or Issue Description Refs #3529. This change supersedes the stale prior attempt in #3531. Current master has more copy surfaces and a first-party plugin UI bridge that the prior branch does not cover. ## What Changed - Replaced direct Clipboard API writes and duplicate fallback implementations across the current core UI with `copyTextToClipboard`. - Added an HTTP-safe clipboard function to the plugin UI SDK and wired the host bridge to the same implementation. - Migrated the first-party workspace-diff plugin to the plugin SDK clipboard function. - Added unit coverage for native rejection fallback and plugin host delegation. - Added a source-level regression test that rejects new direct clipboard writes outside the shared implementation. - Documented the plugin UI clipboard function. ## Verification - `NODE_ENV=test pnpm exec vitest run ...` for 14 affected suites: 164 tests passed. - `pnpm exec vitest run tests/ui-clipboard.test.ts` in `packages/plugins/sdk`: 1 test passed. - `NODE_ENV=test pnpm -r typecheck`: passed for 31 workspace projects. - `NODE_ENV=test pnpm test:run`: passed. - `NODE_ENV=production pnpm build`: passed. - `pnpm check:token-gates`: passed with all gates clean. ## Risks Low risk. Secure contexts still use the modern Clipboard API. Plain HTTP and rejected modern writes use the existing `execCommand("copy")` fallback. That API is deprecated, but it is the compatibility path required for insecure contexts. The change has no schema, API, or visual design effect. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`. The runtime did not expose a 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 (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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4c8d92f086 |
fix(ui): leave agent detail after termination (#10451)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The agent detail page lets operators inspect one agent and run lifecycle actions from that context > - Terminated agents are removed from the normal active-agent surface, so the current detail route may no longer be fetchable after termination > - Before this change, terminating an agent from its detail page invalidated agent queries while leaving the browser on the now-stale detail route > - That refetch could surface an "Agent not found" error even though the terminate action itself succeeded > - The shared action button already owns the terminate mutation, so it can notify detail-page callers when termination succeeds > - This pull request redirects the detail page back to the agents list after a successful terminate action > - The benefit is that operators land on a valid route and the Back button does not return them to the stale terminated-agent detail route ## Linked Issues or Issue Description No direct public GitHub issue or PR was found for this detail-page termination flow. ### What happened? After terminating an agent from its detail page, the UI could remain on that agent's detail route and show an "Agent not found" error after query invalidation/refetch. ### Expected behavior Once termination succeeds, the operator should leave the now-stale detail page and land on a valid agents view. ### Steps to reproduce 1. Open a non-built-in agent detail page. 2. Use the overflow actions menu to terminate the agent. 3. Observe the post-termination route/error state. ### Paperclip version or commit Current `master` before this PR. ### Deployment mode Browser UI behavior, independent of a specific deployment mode. Duplicate search: searched public GitHub issues and PRs for `agent not found terminate`, `terminate agent detail`, and `Agent not found`; no direct duplicate or viable in-flight PR was found. ## What Changed - Added an optional `onTerminateSuccess` callback to `AgentActionButtons`, fired only after the shared terminate mutation succeeds. - Wired `AgentDetail` to replace-navigate to `/agents/all` after successful termination. - Extended `AgentActionButtons` coverage for the terminate success path, including API args, callback payload, and query invalidations. ## Verification - `corepack pnpm exec vitest run ui/src/components/AgentActionButtons.test.tsx` - `corepack pnpm check:token-gates` - `git diff --check origin/master..HEAD` - Local diff scan for obvious tokens, credential filenames, and email addresses found no matches. ## Risks Low risk. The new callback is optional, only fires for successful terminate actions, and preserves existing behavior for other `AgentActionButtons` callers. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), tool use enabled for repository inspection, editing, local verification, and GitHub CLI operations. Context window details were not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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8b6a06ee25 |
[codex] Add built-in agents and Reflection Coach bundle (#9206)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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2d1b531a49 |
[codex] Add clear-error agent action (#7695)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work. > - Agent runtime state is surfaced in both the server API and the board UI so operators can tell whether an agent is idle, running, paused, or in error. > - When an agent is already in `error`, the existing pause/resume action slot is not useful because there is no running work to pause. > - Operators need a direct, audited recovery path that clears the stale error state only for agents in the same company. > - This pull request adds a company-scoped clear-error mutation, exposes the shared API contract, and wires the board action cluster to show Clear error in the pause/resume slot for errored agents. > - The benefit is that operators can recover CEO/CTO-style errored agents without resorting to database edits or unrelated session reset actions. ## Linked Issues or Issue Description Refs #4021 Paperclip issue: PAP-10515 — right now the CEO and CTO agents are in error state, but there is no way to clear the error; they appear otherwise fine. ## What Changed - Added shared constants, API path, and agent status type support for a company-scoped clear-error action. - Added the server service and route to clear an agent from `error` back to `idle`, with company access enforcement and activity logging. - Added OpenAPI/docs coverage for the clear-error endpoint. - Added backend coverage for service behavior and cross-tenant authorization. - Updated the board agent action cluster to show a red-tinted Clear error button only when `agent.status === "error"`. - Updated agent properties to show a red active last-error indicator only while the agent is currently errored. - Added UI component tests for the error-state action and the non-error pause/resume behavior. ## Verification Local: - `pnpm exec vitest run server/src/__tests__/agents-service-clear-error.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts ui/src/components/AgentActionButtons.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` PR checks: - Main Paperclip workflow is green on `a7378e584d50594e7bd507a1a02985bfaaa5abf8`. - Greptile is 5/5 with no files requiring special attention and no new comments on the latest review. - `commitperclip PR Review` is still red because its security-gate step canceled after filing a draft advisory; the linked `security-review` check is neutral and says the draft advisory is not a merge block. Visual artifact: -  ## Risks Low to medium risk. The mutation is intentionally narrow, but reviewers should check that clearing `lastError`/`lastRunError` and returning to `idle` is the desired recovery semantics for every adapter state. The remaining red check is from the external commitperclip security-review workflow, not from the code/test workflow for this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-family coding model, tool-assisted with local shell, git, GitHub CLI, and targeted Vitest 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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71a8464fee |
[codex] prevent invalid agents from receiving assignments and runs (#7663)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The control plane owns agent lifecycle, issue assignment, routine dispatch, heartbeat wakeups, and recovery paths > - Terminated, paused, pending-approval, or otherwise invalid agents should not receive new work or new execution attempts > - The old behavior left eligibility checks spread across routes and services, so assignment and run paths could drift apart > - This pull request centralizes agent lifecycle eligibility and applies it consistently to assignment, invocation, routines, recovery, and UI affordances > - The benefit is safer autonomy: terminated agents stay paused, invalid org-chain agents are surfaced, and active agents keep receiving valid work ## Linked Issues or Issue Description Refs #5103 Related: #1864 Bug fix context: - What happened: agent assignment and heartbeat/run paths did not share one eligibility contract, so invalid lifecycle states could still be considered in some paths. - Expected behavior: terminated agents must never receive new assignments or heartbeat runs, and paused or otherwise invalid agents should be treated as non-invokable consistently. - Steps to reproduce: create or select an agent in an invalid lifecycle state, then attempt assignment, routine dispatch, or heartbeat/recovery wake paths. - Paperclip version/commit: fixed on top of `paperclipai/paperclip` `master` at the PR base. - Deployment mode: applies to the server control plane in local and authenticated deployments. ## What Changed - Added shared agent lifecycle eligibility helpers and exported the related shared types. - Centralized server-side assignability and invokability checks for issue assignment, agent routes, heartbeat dispatch, routines, recovery, and liveness logic. - Hardened issue assignment so invalid assignees are rejected instead of queued for work. - Hardened heartbeat/routine/recovery paths so terminated and otherwise invalid agents are not woken for new runs. - Updated board UI affordances to disable invalid agent actions and surface org-chain warnings where relevant. - Added targeted shared, server, and UI tests for the new eligibility behavior. ## Verification - `pnpm exec vitest run packages/shared/src/agent-eligibility.test.ts server/src/__tests__/agent-invokability.test.ts server/src/__tests__/heartbeat-archived-company-guard.test.ts server/src/__tests__/issue-liveness.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/lib/company-members.test.ts ui/src/pages/Agents.test.tsx` — 8 files, 144 tests passed. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` — passed. - Checked the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Checked `ROADMAP.md`; this is a targeted control-plane safety fix and does not duplicate a planned core feature. - Searched GitHub for duplicate or related PRs/issues; closest related items are linked above. - CI and Greptile verification are pending on the opened PR and will be followed up before requesting merge. ## Risks Low to moderate risk. The intended behavioral shift is that invalid agents are refused earlier and more consistently, which could expose existing data with paused, pending, terminated, or broken org-chain assignees. The added tests cover the critical assignment, heartbeat, routine, recovery, shared helper, and UI paths. No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex via the Paperclip `codex_local` adapter, with shell/git/GitHub CLI tool use. Reasoning mode and context window are managed by the adapter runtime and not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots (not applicable: no design screenshots requested; UI behavior is covered by tests) - [x] I have updated relevant documentation to reflect my changes (not applicable: no user-facing command or schema docs changed) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green (pending CI) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending Greptile) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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eaef47f4c7 |
Information Architecture + project/agent visual refresh (experimental) (#7543)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the control surface for issues, projects, agents, goals, workspaces, and operator settings. > - The existing navigation and list surfaces make several high-frequency workflows feel harder to scan than they should, especially around projects and agents. > - The product direction is to improve those surfaces without breaking the existing route model or forcing a new IA on every operator at once. > - This pull request now keeps the dependent IA, project identity, and agent-list visual refresh work together while the Issue-to-Task copy migration is split into #7651. > - The benefit is a clearer left nav, better project identity, denser agent/project list rows, and brand-aligned status treatment while preserving the classic default experience behind a flag. ## Linked Issues or Issue Description Refs #7645 Refs #7651 Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59, PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76, PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89. ## What Changed - Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates sidebar presentation so classic navigation remains the default. - Adds project icon persistence, validation, portability, picker UI, and `ProjectTile` rendering while defaulting new projects to neutral gray. - Adds projects-list task-count and budget summary data with focused server/shared/UI coverage. - Refreshes agent list rows, row actions, active/recent sidebar behavior, and status capsule/chip styling for the approved brand state system. - Removes the placeholder Conference room and Artifacts nav/routes from the finalized experimental nav direction. - Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from this PR diff; the copy migration now lives in #7651. ## Verification - Existing branch verification from the authored commits: UI typecheck, targeted unit tests, and light/dark visual checks for `/agents`, agent detail, and design-guide status states. - Maintainer cleanup verification on `75e34e5`: `git diff --check origin/master...HEAD` passed, the `design/` diff is empty, and the PR diff is 61 files, below Greptile's 100-file review limit. - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests. - CI and Greptile should rerun on the latest push. ## Risks - Broad UI surface area: the experimental flag keeps the classic nav default, but changed shared components such as `EntityRow`, `ProjectTile`, and agent status badges could affect multiple pages. - Database migration: `projects.icon` is additive and nullable, but migration ordering and portability import/export must stay aligned. - The Issue-to-Task copy migration is now separated into #7651, so reviewers should evaluate this PR as IA/project/agent presentation work only. - Visual regressions are possible across smaller widths because the PR intentionally changes dense list-row layouts. ## Model Used Claude Opus 4.8 assisted the original feature commits. Paperclip-Paperclip agents assisted some planning/design commits. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed this PR-readiness cleanup and split. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> |
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6a7e2d3fce |
Redesign routines UI to match issue page design language
- Remove Card wrappers and gray backgrounds from routine detail - Use max-w-2xl container layout like issue detail page - Add icons to tabs (Clock, Play, ListTree, Activity) matching issue tabs - Make activity tab compact (single-line items with space-y-1.5) - Create shared RunButton and PauseResumeButton components - Build user-friendly ScheduleEditor with presets (hourly, daily, weekdays, weekly, monthly) - Auto-detect timezone via Intl API instead of manual timezone input - Use shared action buttons in both AgentDetail and RoutineDetail - Replace bordered run history cards with compact divided list Co-Authored-By: Paperclip <noreply@paperclip.ing> |