Commit Graph
36 Commits
Author SHA1 Message Date
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 fd2f82ac5b [codex] Add built-in Hermes adapters (#8543)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent adapters are the boundary between the control plane and the
runtimes that actually do work.
> - Hermes support needs to be available as first-class local and
gateway adapters while still preserving the adapter-manager override
path for external packages.
> - The adapter work touches runtime execution, UI adapter metadata,
onboarding prompts, scoped credentials, release packaging, and smoke
coverage, so the handoff needs concrete verification rather than only
unit tests.
> - This pull request adds built-in Hermes local and Hermes gateway
support, keeps external adapter overrides compatible, and
documents/tests the gateway flow end to end.
> - The benefit is that operators can hire Hermes-backed agents without
a manual plugin install, while self-hosted installs can still
override/shadow the built-ins through Adapter manager packages.

## Linked Issues or Issue Description

No public GitHub issue exists for this exact Hermes built-in adapter,
gateway onboarding, and release-source work.

Problem description:
- Hermes local and gateway adapters need a public, reviewable source
path in the monorepo so package artifacts and built-in adapter behavior
match the application source.
- Operators need built-in `hermes_local` and `hermes_gateway` adapter
choices without losing the ability to install external Hermes packages
as overrides.
- Gateway onboarding needs secure defaults for API server URLs, API
keys, and generated agent setup text.
- Hermes-originated task bridge credentials need narrower API-key scope
configuration.
- Related public PRs found during duplicate search include #3027, #2363,
#7544, #7950, #8095, and #8543.

## What Changed

- Added the unified Hermes adapter package with local and gateway
server/UI/CLI exports, config schemas, transcript parsing, model
detection, and package metadata.
- Registered `hermes_local` and `hermes_gateway` as built-in adapters
across shared constants, server registries, CLI packaging, and UI
adapter registries.
- Kept the external adapter override path compatible so installed Hermes
packages can shadow built-ins and restore the built-in parser when
disabled.
- Added Hermes gateway onboarding docs, board-operator docs, Docker
smoke assets, and shell smoke harnesses for join/e2e validation.
- Added scoped task-bridge API-key support, authorization checks,
issue-origin handling, and tests for Hermes-created Paperclip tasks.
- Hardened gateway transport and redaction behavior for API keys,
headers, session data, and smoke diagnostics.
- Updated release packaging/bootstrap checks for the Hermes packages
while leaving `pnpm-lock.yaml` out of the PR per repository policy.

## Verification

Targeted local verification recorded before PR handoff:
- `pnpm --filter @paperclipai/hermes-paperclip-adapter exec vitest run
src/gateway/server/execute.test.ts` — 14/14 passed.
- `pnpm test:hermes-gateway-smoke` — 6/6 passed.
- Hermes package typecheck/build checks passed.
- Focused server/UI adapter tests passed — 31/31.
- Release helper Node tests passed — 18/18.
- `git diff --check origin/master..HEAD` passed.

Fresh Docker E2E smoke evidence:
- Ran `pnpm smoke:hermes-gateway-e2e` on 2026-06-26 with a fresh state
directory and fresh Docker container against a live Paperclip dev
server.
- Hermes direct execution reached `completed`.
- Hermes stop/cancel path reached `cancelled`.
- Hermes gateway created a Paperclip task, Paperclip ran the Hermes
agent, and the task reached `done` with the expected marker response.
- Temporary board auth keys, token files, smoke state, and Docker
containers were cleaned up after the run.

PR checks on head `b5eae40ce`:
- GitHub Actions passed: `policy`, `review`, `Typecheck + Release
Registry`, all general test shards, all serialized server shards,
`Build`, `Canary Dry Run`, `e2e`, and aggregate `verify`.
- External checks passed: Snyk and Socket Project Report.
- External Socket Pull Request Alerts remained pending after the
first-party CI matrix completed.

## Risks

- Medium risk: this spans adapter registration, package publishing,
gateway execution, onboarding docs, API-key scoping, and UI adapter
metadata.
- Migration risk is low: the scope-config migration adds a nullable
column and does not rewrite existing keys.
- Gateway execution depends on operator-provided Hermes API
configuration; the smoke covers the Docker gateway path but real
deployments may differ by network/auth setup.
- Direct Greptile review on the latest expanded diff is file-count
limited, although the commitperclip review gate passed.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool use enabled in a local repository
workspace. Context window size is not exposed in this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run 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] Commitperclip review gate is green; direct Greptile review is
file-count limited on the latest expanded diff
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-26 16:04:58 -05:00
DottaandPaperclip ed65d08d57 [codex] Gate skill mutations with skills:create permission (#8616)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents and board users operate inside a company-scoped control plane
where permissions decide which mutating actions they can perform
> - Company skills are part of the reusable agent-company setup surface,
but skill mutation had been coupled to broader agent-creation authority
> - That coupling meant importing or managing skills required a
permission that also implies hiring power, which is broader than the
operation needs
> - Paperclip already has a grant-based permission vocabulary, so skill
mutation should be authorized through a dedicated `skills:create`
capability while preserving existing default behavior for trusted agents
> - This pull request adds the skill creation permission contract,
enforces it on company skill mutations, exposes it in agent permission
management, and documents the changed CLI/API expectations
> - The benefit is a narrower, auditable permission path for skill
import/create/update/delete flows without forcing agents to receive
broader agent-creation authority

## Linked Issues or Issue Description

No public issue is linked.

Problem: company skill mutation APIs were effectively tied to broader
agent creation authority. This PR splits skill mutation authorization
onto the public `skills:create` permission while keeping existing
default skill creation behavior for agents unless explicitly disabled.

Related public PR found during duplicate search: #5330. That PR uses an
older `canManageSkills` shape; this PR implements the `skills:create`
grant path instead.

## What Changed

- Added `skills:create` to shared permission constants and agent
permission types/validators as `canCreateSkills`.
- Backfilled default human/member role grants for `skills:create`.
- Updated company skill mutation routes to require board/user or agent
access to `skills:create`, while preserving legacy/default agent
behavior through `canCreateSkills` unless explicitly disabled.
- Updated agent permission update handling, UI permission controls,
duplicate-agent payloads, plugin SDK fixtures, and agent detail API
surfaces for `canCreateSkills`.
- Added regression coverage for skill route authorization, permission
schema/default behavior, invite grants, omitted permission updates, and
duplicate-agent payloads.
- Updated CLI and Paperclip skill documentation for the new skill
creation permission.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-permissions-service.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/invite-join-grants.test.ts
ui/src/lib/duplicate-agent-payload.test.ts` — 5 files, 90 tests passed.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck` — passed.
- `pnpm test:run ...changed files...` was attempted first, but the
stable wrapper rejects explicit file arguments; direct Vitest was used
for the same targeted files.

## Risks

- Moderate authorization risk: this changes the gate for company skill
mutations, so the tests cover board grant checks, agent explicit grant
checks, legacy default allowance, and explicit denial.
- Migration/backfill risk is low: the migration only grants
`skills:create` to existing human roles that already need broad
management capability.
- UI/API compatibility risk is low: `canCreateSkills` remains default-on
for full agent permissions, and the update validator preserves omitted
values so unrelated permission edits do not re-enable disabled skill
creation.

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

## Model Used

OpenAI Codex, GPT-5 coding agent with terminal/tool use enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-25 09:49:10 -05:00
1413729a06 Build the Skills Store (#7990)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents increasingly depend on reusable skills, so the control plane
needs a first-class way to browse, inspect, install, version, and attach
those skills.
> - The old skills surface was mostly operational plumbing; it did not
give operators a store-like discovery flow, canonical detail URLs, rich
source/version context, or creation paths.
> - The backend also needed stronger contracts around company skill
metadata, versions, install counts, runtime materialization, and adapter
skill preferences.
> - This pull request builds the Skills Store foundation across DB,
shared contracts, server routes/services, UI, and Storybook.
> - The benefit is a more inspectable, operator-friendly skill workflow
that still preserves company-scoped control-plane boundaries and agent
runtime behavior.

## Linked Issues or Issue Description

No GitHub issue exists for this Paperclip work item. Paperclip task
refs: PAP-10846 and PAP-10921.

Feature request:
Paperclip operators need a single Skills Store experience where company
skills can be discovered, inspected, created, versioned, installed, and
attached to agents without relying on scattered operational screens or
implicit runtime state.

Related PR search:
- Searched GitHub for `Skills Store`, `company skills`, and `skill
detail`.
- Found several open skills-related PRs such as #7809 and #4409, but no
duplicate PR for this end-to-end Skills Store branch.

## What Changed

- Added the Skills Store backend foundation: company skill schema
fields, migrations, shared types/validators, and expanded server skill
routes/services.
- Added skill discovery, category navigation, canonical skill detail
routes, tabs, source attribution, version snapshots/diffs, install count
backfill, and creation flows.
- Updated agent skill preference handling so version selections survive
runtime mention injection and runtime skill materialization honors
pinned versions.
- Preserved unversioned skill assignments as live/current selections
instead of silently pinning them to the current version at assignment
time.
- Added focused regression coverage for company skill routes/services,
route helpers, UI behavior, skill version diffs, and runtime skill
version pins.
- Added Storybook coverage for Skills Store discovery/detail states and
updated the main layout navigation.
- Addressed Greptile findings around version creation races,
soft-deleted comments, fork metadata scoping, GitHub skill directory
fallback, runtime snapshot materialization, shared runtime
skill-selection helpers, and version-assignment semantics.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/heartbeat-runtime-skills.test.ts`
- `pnpm exec vitest run
packages/shared/src/validators/company-skill.test.ts`
- `pnpm exec vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-skills-service.test.ts`
- `pnpm exec vitest run
cli/src/__tests__/company-import-export-e2e.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-skills-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/heartbeat-runtime-skills.test.ts`
- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts`
- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx -t
"edits existing custom assignee model options from the properties pane"`
- `pnpm --filter @paperclipai/server typecheck`
- GitHub checks are green on `0823957a2`: Build, Canary Dry Run, General
tests, Typecheck + Release Registry, serialized server suites, e2e,
policy/review, Socket, Snyk, and aggregate `verify`.
- Greptile Review succeeded on `0823957a2` with `40 files reviewed, 0
comments added`; GitHub unresolved review threads: 0.

Not run in this heartbeat:
- Browser screenshot capture for the UI changes. This PR intentionally
omits screenshots per the Paperclip task direction not to add design
screenshots/images.

## Risks

- Broad feature branch touching DB, shared contracts, server, and UI;
reviewers should still scan merge conflicts carefully if `master` moves
again before landing.
- Skill version/runtime behavior is sensitive: pinned skill versions
must stay pinned while default selections should continue following the
current version.
- UI polish should get normal reviewer/browser attention before merge
because this PR includes a large Skills Store surface and screenshots
were intentionally omitted.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent with tool use and local command
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (intentionally omitted per PAP-10921 direction)
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 14:02:09 -05:00
Dotta 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:

- ![Clear error visual
comparison](https://gist.githubusercontent.com/cryppadotta/59378c59869b971e92d3edf7b7073aa8/raw/clear-error-visual-comparison.svg)

## 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
2026-06-07 10:33:29 -05:00
DottaandPaperclip dbebf30c89 Add low-trust review containment (#7530)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies, so execution
policy and trust boundaries are part of the product's safety contract.
> - Low-trust review work needs narrower authority than normal
same-company agents because hostile PRs, comments, attachments, and
generated output can carry prompt-injection payloads.
> - The current V1 shape gives trusted workers broad company context,
which is useful for normal execution but too permissive for a reviewer
assigned to hostile content.
> - This branch adds a `low_trust_review` preset, source-trust tagging,
route-level containment, and quarantine handling so low-trust output
does not automatically flow into higher-trust wake context.
> - The branch has been rebased onto current `origin/master`, and the
low-trust migration was renumbered to `0097_low_trust_source_trust.sql`
to avoid collisions with existing `0091` through `0096` migrations.
> - Greptile feedback was addressed by tightening low-trust detection,
preserving project-level trust policy checks, fixing issue-kind
promotion lookup, removing duplicate post-lease isolation assertion,
documenting fail-closed source-trust behavior, bounding ancestry checks,
enforcing runtime issue context for CEOs, awaiting accepted-plan monitor
authorization, and making low-trust issue source-trust tagging atomic.
> - The benefit is a first production slice of deny-by-default review
containment with regression coverage for the main control-plane pivot
surfaces.

Fixes #7531.

## What Changed

- Added shared trust-policy types and validators, plus
database/source-trust fields for issues, comments, documents, and work
products.
- Implemented server enforcement for low-trust issue scope, agent
self-view redaction, secret/plugin/runtime denial paths, promotion
checks, and quarantined continuation/wake context.
- Added focused low-trust regression tests for resolver behavior, source
trust, route authorization, heartbeat preflight ordering, runtime
containment, and quarantine redaction.
- Added board UI affordances for selecting/reviewing the low-trust
preset and surfacing source-trust badges in relevant issue views.
- Added `doc/LOW-TRUST-PRESETS.md`, updated
`doc/SPEC-implementation.md`, and committed the low-trust review
contract plan under `doc/plans/`.
- Rebasing note: the original `0097_low_trust_source_trust.sql`
migration was renamed to `0097_low_trust_source_trust.sql`; the SQL uses
`ADD COLUMN IF NOT EXISTS` so users who already applied the old-numbered
migration are not broken by the renumbered migration.

## Verification

- Rebased branch onto current `origin/master` and force-pushed with
lease to `origin/PAP-10211-low-trust-agent` at head `2719f31e3`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Resolved upstream UI/comment conflicts by preserving deleted-comment
tombstone behavior and low-trust source-trust badges/metadata.
- Renumbered the low-trust source-trust migration to
`0097_low_trust_source_trust.sql`; the SQL uses `ADD COLUMN IF NOT
EXISTS` so users who already applied an old-numbered copy are not
broken.
- `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts`
- `pnpm exec vitest run server/src/__tests__/source-trust.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
ui/src/lib/trust-policy-ui.test.ts
ui/src/components/TrustPresetSection.test.tsx`
- `pnpm run typecheck:build-gaps`
- `git diff --check`
- GitHub checks pass on head `2719f31e3`: build, typecheck/release
registry, general tests, serialized server suites, e2e, canary, verify,
policy/review, Socket, and Snyk.
- Greptile Review passes with Confidence Score 5/5 and zero unresolved
Greptile review threads.
- No design screenshots/images were added because the task explicitly
says not to add them unless they are specifically part of the work.

## Risks

- Medium risk: this touches shared trust-policy contracts, server
authorization paths, heartbeat context generation, migration metadata,
and UI preset controls.
- Low-trust containment is intentionally deny-by-default; legitimate
future review workflows may need explicit allowlisted exceptions.
- Plugin/runtime/security surfaces are broad, so regression tests cover
the current known routes but future integrations must route through the
same containment layer.
- The PR is ready for review; GitHub checks are green and Greptile is
5/5.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled shell and GitHub CLI
workflow.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] UI changes are covered by focused tests; no screenshots were added
per task instruction not to add design images unless specifically
required
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-05 16:48:02 -05:00
Devin Foley 83e7ecc58e Preserve scope on manual heartbeat invokes (#5323)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The agent live-run route lets operators trigger a manual heartbeat
invocation so an agent can pick up a specific issue or step out of band
> - The current route flow drops the caller's scope (issue/run context)
when forwarding the manual invoke into the heartbeat service, so the
resulting run loses the targeting the operator specified
> - This pull request threads the operator-supplied scope through the
manual invoke path on both the server route and the UI client, with a
regression test that confirms the scope round-trips
> - The benefit is manual heartbeat invokes from the live-run UI
actually pick up the scoped issue/run instead of falling through to the
agent's default routine

## What Changed

- `server/src/routes/agents.ts`: forward the operator-supplied scope
into the manual invoke heartbeat service call
- `server/src/__tests__/agent-live-run-routes.test.ts`: new test
verifying the manual invoke path preserves scope
- `ui/src/api/agents.ts`: pass scope through the live-run client API

## Verification

- `pnpm vitest run --no-coverage
server/src/__tests__/agent-live-run-routes.test.ts`
- `pnpm typecheck` clean

## Risks

Low. The change is purely additive on the route surface — handlers that
did not previously pass scope continue to work; handlers that did pass
it now have it preserved instead of dropped.

## Model Used

Claude Opus 4.7 (1M context)

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable — new test covers
the preserved-scope path
- [x] If this change affects the UI, I have included before/after
screenshots — N/A (internal API change, no visible UI shift)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-05 19:30:08 -07:00
Devin Foley bb7d040894 Switch OpenCode to explicit static/local-aware model selection (#5117)
> **Stacked PR (part 4 of 7).** Depends on:
  - PR #5114
  - PR #5115
  - PR #5116
> Diff against `master` includes commits from earlier PRs in the stack —
the new commit in this PR is the topmost one.

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - When creating an OpenCode-local agent, Paperclip currently validates
> `adapterConfig.model` against the *Paperclip host's* `opencode models`
output
> - SSH testing surfaced that this blocks creating an OpenCode agent for
an SSH
> environment: the model that exists on the SSH target isn't visible to
the
> host, so creation fails with "OpenCode requires `adapterConfig.model`
in
> provider/model format" even when the operator picked a real remote
model
> - The initial direction was environment-aware model discovery; the
final
> decision was to keep OpenCode on the same explicit-model pattern as
other
> adapters (default + curated list + manual override) and stop blocking
>   creation on host-side discovery
> - This PR does both: the adapter-models endpoint now accepts
`environmentId` and
> probes against the target environment, and the create-time hard gate
is
> replaced by `requireOpenCodeModelId` which validates `provider/model`
*format*
> without requiring host-local discovery. Test/run-time still surfaces
real
>   auth/availability problems
> - The benefit is that operators can create OpenCode agents for remote
> environments without out-of-band setup, and the model picker in the UI
>   reflects the actually-targeted environment

## What Changed

- Added `requireOpenCodeModelId(input)` in
`opencode-local/src/server/models.ts`,
  exported it from the adapter index
- `ensureOpenCodeModelConfiguredAndAvailable` now delegates the format
check to
  `requireOpenCodeModelId`
- `agentsApi.adapterModels(companyId, adapterType, { environmentId })`
now accepts
  an environment ID and passes it as a query parameter
- `queryKeys.agents.adapterModels` now keys on `(companyId, adapterType,
environmentId)`
- `server/src/routes/agents.ts` reads and validates the new query
parameter,
  forwarding it to the adapter's model probe
- `AgentConfigForm.tsx` and `OnboardingWizard.tsx` build the model query
key from
the currently selected default environment ID and disable autodetect for
  `opencode_local` (model selection is explicit)
- `NewAgent.tsx` simplified — no longer special-cases OpenCode
autodetect
- `company-portability.ts` no longer needs OpenCode-specific autodetect
handling
- Tests added/updated:
  `adapter-model-refresh-routes.test.ts`, `adapter-models.test.ts`,
`agent-permissions-routes.test.ts`,
`opencode-local/src/server/models.test.ts`

## Verification

- `pnpm --filter @paperclipai/server test -- adapter-models
adapter-model-refresh agent-permissions`
- `pnpm --filter @paperclipai/adapter-opencode-local test`
- `pnpm --filter @paperclipai/ui test -- AgentConfigForm
OnboardingWizard NewAgent`
- Manual QA in browser:
1. Boot Paperclip on Tailscale-bound port (so it's reachable from
another
machine), create an OpenCode-local agent, switch the default environment
between two installed sandboxes, and confirm the model list refreshes
     per-environment
  2. Submit with a malformed `provider/model` string and verify the new
     `requireOpenCodeModelId` error surfaces
- Before/after screenshots attached for `AgentConfigForm` model picker

## Risks

- Behavioural shift: switching default environment now triggers a model
refetch.
Should be cheap but introduces a new UI loading state for OpenCode
users.
- Removing dynamic autodetect for OpenCode: if any user configured an
agent
without specifying `model` and relied on autodetect populating it, that
agent
will now fail at submit time. Mitigation: validation error is explicit
and
  actionable.
- New query string parameter on `/api/companies/:id/adapter-models` —
older
clients that omit it still work (parameter is optional and defaults to
null).

## Model Used

- OpenAI GPT-5.4 (reasoning effort: high) via Codex CLI
- Provider: OpenAI
- Used to author the code changes in this PR

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [ ] I have updated relevant documentation to reflect my changes — N/A
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-03 13:01:34 -07:00
a3de1d764d Add cheap model profiles for local adapters (#4881)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies, where
adapters are the boundary between the board, agents, and execution
runtimes.
> - Local adapters currently expose a primary runtime configuration, but
operators often need a cheaper model lane for routine or low-risk work.
> - That cheap lane has to stay adapter-owned: runtime profile settings
should not mutate the primary adapter config or bypass existing
auth/secret mediation.
> - Issue creation also needs an ergonomic way to request primary,
cheap, or custom model behavior for a selected assignee.
> - This pull request adds a first-class `cheap` model profile contract
across adapter capabilities, heartbeat config resolution, agent
configuration, and issue creation.
> - The benefit is cheaper task execution can be configured and
requested explicitly while preserving adapter boundaries, secret
handling, and audit visibility.

## What Changed

- Added adapter model-profile capability metadata and a `cheap` profile
contract for supported local adapters.
- Applied `runtimeConfig.modelProfiles.cheap.adapterConfig` during
heartbeat config resolution, including requested/applied/fallback run
metadata.
- Added agent configuration UI for cheap model profile settings without
writing those settings into primary `adapterConfig`.
- Added New Issue assignee model lane controls for Primary / Cheap /
Custom and request payload handling.
- Added run ledger profile badges and Storybook stories for the new
cheap-lane UI states.
- Added tests for validators, heartbeat model profile application,
permission/secret mediation, UI payload helpers, and run ledger
rendering.
- Added committed UI verification screenshots under
`docs/pr-screenshots/pap-2837/`.
- Addressed Greptile review feedback around cheap-profile defaults,
shared profile types, and fallback test data.

## Verification

Local:

- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/adapter-registry.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/heartbeat-model-profile.test.ts
ui/src/components/IssueRunLedger.test.tsx
ui/src/lib/agent-config-patch.test.ts
ui/src/lib/issue-assignee-overrides.test.ts
ui/src/lib/new-agent-runtime-config.test.ts` — passed, 8 files / 103
tests.
- `pnpm exec vitest run ui/src/lib/new-agent-runtime-config.test.ts
ui/src/components/IssueRunLedger.test.tsx` — passed after
Greptile/rebase follow-up, 2 files / 17 tests.
- `pnpm --filter @paperclipai/ui typecheck` — passed after
Greptile/rebase follow-up.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — did not complete successfully in this local
worktree: it stopped in pre-existing `@paperclipai/adapter-utils`
sandbox/SSH fixture suites outside this PR diff. Failures were 5s local
timeouts plus `git init -b` unsupported by this machine's Git 2.21.0.
The branch-specific targeted suites above passed.
- Branch was fetched/rebased onto `public-gh/master`; `git rev-list
--left-right --count public-gh/master...HEAD` reports `0 9`.

Remote PR checks on latest head
`e30bf399146451c86cee98ed528d51d33fa5af5a`:

- `policy` — passed.
- `verify` — passed.
- `e2e` — passed.
- `Greptile Review` — passed, confidence score 5/5; Greptile review
threads resolved.
- `security/snyk (cryppadotta)` — passed.

Screenshots:

- [New issue cheap lane
desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-cheap-desktop.png)
- [New issue custom lane
desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-custom-desktop.png)
- [New issue unsupported adapter
desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-unsupported-desktop.png)
- [Run ledger model profile badges
desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/runledger-profile-badges-desktop.png)
- Mobile variants are also in `docs/pr-screenshots/pap-2837/`.

## Risks

- Medium: heartbeat config mediation now merges runtime model profiles
into adapter configs, so adapter secret normalization and host-command
restrictions must keep covering nested config paths.
- Medium: the UI adds another issue creation choice; unsupported
adapters must keep hiding the cheap lane and preserve primary behavior.
- Low migration risk: no database migration is 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 Codex coding agent using GPT-5-class reasoning with repo tool use
and command execution. Exact served model/context window was 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
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-30 15:32:04 -05:00
Devin Foley 9b99d30330 Add dedicated environment settings page and test-in-environment (#4798)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents run inside environments (local, SSH, E2B sandbox)
> - Operators need to configure and manage these environments
> - But environment settings were buried inside the general company
settings page, making them hard to find
> - Additionally, when testing an agent from the configuration form, the
test always ran locally regardless of which environment was selected
> - This PR moves environments into a dedicated top-level company
settings section and wires the "Test Environment" button to run inside
the selected environment
> - The benefit is operators can find and manage environments more
easily, and the test button now validates the actual environment the
agent will use

## What Changed

- Added a dedicated `CompanyEnvironments` settings page with its own
route and sidebar entry
- Updated `CompanySettingsSidebar` and `CompanySettingsNav` to include
the new environments section
- Modified the agent test route (`POST /agents/:id/test`) to accept an
optional `environmentId` parameter
- Updated all adapter `test.ts` handlers to resolve and use the
specified execution target environment
- Added `resolveTestExecutionTarget` to `execution-target.ts` for remote
environment test resolution with cwd fallback
- Moved the "Test Environment" button and its feedback display into the
`NewAgent` page footer for better UX flow

## Verification

- `pnpm test` — all existing and new tests pass
- `pnpm typecheck` — clean
- Manual: navigate to Company Settings, confirm "Environments" appears
as a top-level section
- Manual: configure an agent with a non-local environment, click "Test
Environment", confirm the test runs inside that environment

## Risks

- Low risk. UI-only routing change for the settings page. The
test-in-environment change adds an optional parameter with a local
fallback, so existing behavior is preserved when no environment is
specified.

## Model Used

Codex GPT 5.4 high via Paperclip.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-29 15:56:13 -07:00
DottaandPaperclip 8f1cd0474f [codex] Improve transient recovery and Codex model refresh (#4383)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Adapter execution and retry classification decide whether agent work
pauses, retries, or recovers automatically
> - Transient provider failures need to be classified precisely so
Paperclip does not convert retryable upstream conditions into false hard
failures
> - At the same time, operators need an up-to-date model list for
Codex-backed agents and prompts should nudge agents toward targeted
verification instead of repo-wide sweeps
> - This pull request tightens transient recovery classification for
Claude and Codex, updates the agent prompt guidance, and adds Codex
model refresh support end-to-end
> - The benefit is better automatic retry behavior plus fresher
operator-facing model configuration

## What Changed

- added Codex usage-limit retry-window parsing and Claude extra-usage
transient classification
- normalized the heartbeat transient-recovery contract across adapter
executions and heartbeat scheduling
- documented that deferred comment wakes only reopen completed issues
for human/comment-reopen interactions, while system follow-ups leave
closed work closed
- updated adapter-utils prompt guidance to prefer targeted verification
- added Codex model refresh support in the server route, registry,
shared types, and agent config form
- added adapter/server tests covering the new parsing, retry scheduling,
and model-refresh behavior

## Verification

- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-claude-local
packages/adapters/claude-local/src/server/parse.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-codex-local
packages/adapters/codex-local/src/server/parse.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/adapter-model-refresh-routes.test.ts
server/src/__tests__/adapter-models.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/codex-local-execute.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts`

## Risks

- Moderate behavior risk: retry classification affects whether runs
auto-recover or block, so mistakes here could either suppress needed
retries or over-retry real failures
- Low workflow risk: deferred comment wake reopening is intentionally
scoped to human/comment-reopen interactions so system follow-ups do not
revive completed issues unexpectedly

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

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 09:40:40 -05:00
DottaandPaperclip 16b2b84d84 [codex] Improve agent runtime recovery and governance (#4086)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The heartbeat runtime, agent import path, and agent configuration
defaults determine whether work is dispatched safely and predictably.
> - Several accumulated fixes all touched agent execution recovery, wake
routing, import behavior, and runtime concurrency defaults.
> - Those changes need to land together so the heartbeat service and
agent creation defaults stay internally consistent.
> - This pull request groups the runtime/governance changes from the
split branch into one standalone branch.
> - The benefit is safer recovery for stranded runs, bounded high-volume
reads, imported-agent approval correctness, skill-template support, and
a clearer default concurrency policy.

## What Changed

- Fixed stranded continuation recovery so successful automatic retries
are requeued instead of incorrectly blocking the issue.
- Bounded high-volume issue/log reads across issue, heartbeat, agent,
project, and workspace paths.
- Fixed imported-agent approval and instruction-path permission
handling.
- Quarantined seeded worktree execution state during worktree
provisioning.
- Queued approval follow-up wakes and hardened SQL_ASCII heartbeat
output handling.
- Added reusable agent instruction templates for hiring flows.
- Set the default max concurrent agent runs to five and updated related
UI/tests/docs.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-list.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- Split integration check: merged this branch first, followed by the
other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge
conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Medium risk: touches heartbeat recovery, queueing, and issue list
bounds in central runtime paths.
- Imported-agent and concurrency default behavior changes may affect
existing automation that assumes one-at-a-time default runs.
- 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 Codex, GPT-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
harness.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
HenkDz 14d59da316 feat(adapters): external adapter plugin system with dynamic UI parser
- Plugin loader: install/reload/remove/reinstall external adapters
  from npm packages or local directories
- Plugin store persisted at ~/.paperclip/adapter-plugins.json
- Self-healing UI parser resolution with version caching
- UI: Adapter Manager page, dynamic loader, display registry
  with humanized names for unknown adapter types
- Dev watch: exclude adapter-plugins dir from tsx watcher
  to prevent mid-request server restarts during reinstall
- All consumer fallbacks use getAdapterLabel() for consistent display
- AdapterTypeDropdown uses controlled open state for proper close behavior
- Remove hermes-local from built-in UI (externalized to plugin)
- Add docs for external adapters and UI parser contract
2026-04-03 21:11:20 +01:00
dottaandPaperclip 3ab7d52f00 feat(inbox): add operator search and keyboard controls
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:45:15 -05:00
HenkDz 582f4ceaf4 fix: address Hermes adapter review feedback 2026-03-28 11:35:58 +01:00
HenkDz 1583a2d65a feat(hermes): upgrade hermes-paperclip-adapter + UI adapter + skills + detectModel
Upgrades hermes-paperclip-adapter from 0.1.1 to ^0.2.0 and wires in all new
capabilities introduced in v0.2.0:

Server
- Upgrade hermes-paperclip-adapter 0.1.1 -> ^0.2.0 (pending PR#10 merge)
- Wire listSkills + syncSkills from hermes-paperclip-adapter/server
- Add detectModel to hermesLocalAdapter (reads ~/.hermes/config.yaml)
- Add detectAdapterModel() function + /adapters/:type/detect-model route
- Export detectAdapterModel from server/src/adapters/index.ts

Types
- Add optional detectModel? to ServerAdapterModule in adapter-utils

UI
- Add hermes-paperclip-adapter ^0.2.0 to ui/package.json (for /ui exports)
- New ui/src/adapters/hermes-local/ — config fields + UI adapter module
- Register hermesLocalUIAdapter in UI adapter registry
- New HermesIcon (caduceus SVG) for adapter pickers
- AgentConfigForm: detect-model button, creatable model input, preserve
  adapter-agnostic fields (env, promptTemplate) when switching adapter type
- NewAgentDialog + OnboardingWizard: add Hermes to adapter picker
- Agents, OrgChart, InviteLanding, NewAgent, agent-config-primitives: add
  hermes_local label + enable in adapter sets
- AgentDetail: smarter run summary excerpt extraction
- RunTranscriptView: improved Hermes stdout rendering

NOTE: requires hermes-paperclip-adapter@0.2.0 on npm.
      Blocked on NousResearch/hermes-paperclip-adapter#10 merging.
2026-03-28 01:34:48 +01:00
dottaandPaperclip 2a33acce3a Remove api trigger kind and mark webhook as coming soon
Drop "api" from the trigger kind dropdown and disable the "webhook"
option with a "COMING SOON" label until it's ready.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:54:03 -05:00
dottaandPaperclip f9d685344d Expose agent task assignment permissions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:05:15 -05:00
DottaandPaperclip e980c2ef64 Add agent instructions bundle editing
Expose first-class instructions bundle APIs, preserve agent prompt bundles in portability flows, and replace the Agent Detail prompts tab with file-backed bundle editing while retiring bootstrap prompt UI.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-17 13:42:00 -05:00
Dotta 2a7c44d314 Merge public-gh/master into paperclip-company-import-export 2026-03-17 10:19:31 -05:00
Dotta 4323d4bbda feat: add agent skills tab and local dev helpers 2026-03-17 09:11:37 -05:00
Dotta 56a34a8f8a Add adapter skill sync for codex and claude 2026-03-13 22:49:42 -05:00
Konan69 69c453b274 Address PR feedback for OpenCode integration 2026-03-05 15:52:59 +01:00
Konan69 6a101e0da1 Add OpenCode provider integration and strict model selection 2026-03-05 15:24:20 +01:00
DottaandClaude Opus 4.6 f60c1001ec refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and
the CLI binary from `paperclip` to `paperclipai` in preparation for
npm publishing. Bump CLI version to 0.1.0 and add package metadata
(description, keywords, license, repository, files). Update all
imports, documentation, user-facing messages, and tests accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:45:26 -06:00
Dotta 8ee063c4e5 feat(ui): reconcile backup UI changes with current routing and interaction features 2026-03-02 16:44:03 -06:00
ForgottenandClaude Opus 4.6 2ec45c49af feat(ui): add auth pages, company rail, inbox redesign, and page improvements
Add Auth sign-in/sign-up page and InviteLanding page for invite acceptance.
Add CloudAccessGate that checks deployment mode and redirects to /auth when
session is required. Add CompanyRail with drag-and-drop company switching.
Add MarkdownBody prose renderer. Redesign Inbox with category filters and
inline join-request approval. Refactor AgentDetail to overview/configure/runs
views with claude-login support. Replace navigate() anti-patterns with <Link>
components in Dashboard and MetricCard. Add live-run indicators in sidebar
agents. Fix LiveUpdatesProvider cache key resolution for issue identifiers.
Add auth, health, and access API clients.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:41:21 -06:00
ForgottenandClaude Opus 4.6 f80a802592 Add adapter environment testing infrastructure
Introduce testEnvironment() on ServerAdapterModule with structured
pass/warn/fail diagnostics for all four adapter types (claude_local,
codex_local, process, http). Adds POST test-environment endpoint,
shared types/validators, adapter test implementations, and UI API
client. Includes asset type foundations used by related features.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 12:50:23 -06:00
ForgottenandClaude Opus 4.6 ea60e4800f UI: task sessions in agent detail, ApprovalCard extraction, and company settings page
Show task sessions list in AgentDetail with per-session reset. Extract
ApprovalCard into standalone component from Approvals and Inbox pages,
reducing duplication. Add CompanySettings page with issuePrefix configuration.
Fix Sidebar active state for settings route. Display sessionDisplayId
in agent properties. Various cleanups to Approvals and Inbox pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 14:02:29 -06:00
ForgottenandClaude Opus 4.6 176d279403 UI: approval detail page, agent hiring UX, costs breakdown, sidebar badges, and dashboard improvements
Add ApprovalDetail page with comment thread, revision request/resubmit flow,
and ApprovalPayload component for structured payload display. Extend AgentDetail
with permissions management, config revision history, and duplicate action.
Add agent hire dialog with permission-gated access. Rework Costs page with
per-agent breakdown table and period filtering. Add sidebar badge counts for
pending approvals and inbox items. Enhance Dashboard with live metrics and
sparkline trends. Extend Agents list with pending_approval status and bulk
actions. Update IssueDetail with approval linking. Various component improvements
to MetricCard, InlineEditor, CommentThread, and StatusBadge.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 13:03:08 -06:00
ForgottenandClaude Opus 4.6 b95c05a242 Improve agent detail, issue creation, and approvals pages
Expand AgentDetail with heartbeat history and manual trigger controls.
Enhance NewIssueDialog with richer field options. Add agent connection
string retrieval API. Improve issue routes with parent chain resolution.
Clean up Approvals page layout. Update query keys and validators.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 20:46:12 -06:00
ForgottenandClaude Opus 4.6 0975907121 Add onboarding wizard and revamp agent creation flow
Add OnboardingWizard component for first-time company setup. Rework
NewAgentDialog into a multi-step wizard with adapter selection and
config. Add server route for agent connection string generation.
Wire onboarding into Dashboard and Layout. Update DialogContext with
onboarding state.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 13:24:33 -06:00
ForgottenandClaude Opus 4.6 8f17b6fb52 Build out agent management UI: detail page, create dialog, list view
Add NewAgentDialog for creating agents with adapter config. Expand
AgentDetail page with tabbed view (overview, runs, config, logs),
run history timeline, and live status. Enhance Agents list page with
richer cards and filtering. Update AgentProperties panel, API client,
query keys, and utility helpers.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 12:33:04 -06:00
ForgottenandClaude Opus 4.6 3dc3813266 Adopt React Query and live updates across all UI pages
Replace custom useApi/useAgents hooks with @tanstack/react-query.
Add LiveUpdatesProvider for WebSocket-driven cache invalidation.
Add queryKeys module for centralized cache key management. Rework
all pages and dialogs to use React Query mutations and queries.
Improve CompanyContext with query-based data fetching.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 12:24:48 -06:00
ForgottenandClaude Opus 4.6 22e7930d0b Overhaul UI with shadcn components and new pages
Add shadcn/ui components (badge, button, card, input, select,
separator). Add company context provider. New pages: Activity,
Approvals, Companies, Costs, Org chart. Restyle existing pages
(Dashboard, Agents, Issues, Goals, Projects) with shadcn components
and dark theme. Update layout, sidebar navigation, and routing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 09:07:32 -06:00
ForgottenandClaude Opus 4.6 c3d82ed857 Add React UI with Vite
Dashboard, agents, goals, issues, and projects pages with sidebar
navigation. API client layer, custom hooks, and shared layout
components. Built with Vite and TypeScript.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 13:32:04 -06:00