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Author SHA1 Message Date
DottaandPaperclip 322fa6b65c fix(ui): restore task document authoring and add persistence journey (#18356)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Task documents keep versioned work beside each conversation.
> - The default chat interface could read general documents but hid
their editor.
> - People also need unfinished edits to survive a tab switch or reload.
> - This pull request restores the shared editor in Artifacts.
> - A portable browser journey checks exact saved content and revision
history.
> - The benefit is a usable document flow with independent deployment
checks.

## Linked Issues or Issue Description

**What happened?**

A person using the default task interface could read a general task
document but could not create or edit one. The existing editor was
available in Classic mode. A pending create could also leave newer text
as a new form after its editor unmounted, causing a conflict against the
person's own successful creation.

**Expected behavior**

A person can create and edit general documents through Artifacts.
Titles, bodies and revision history persist after reopening and
reloading the task. Unfinished text survives tab switches. A successful
create makes retained newer text an edit of that confirmed revision.
Later writes from another actor still cause a conflict.

**Steps to reproduce**

1. Open an ordinary task in the default chat interface, then open
Artifacts.
2. Try to create a general document. The previous interface has no
authoring control.
3. With authoring restored, submit a new document, keep typing, and
switch to Properties before the request finishes.
4. Reopen Artifacts. The previous draft path restores a new form despite
the successful create.

Related public work: #17598 adds document copy/download and #18157 adds
image galleries. The selected actual merged parent is
`f1d780838218f975064f38333946805e0ec103a5` from #18427. It includes the
stable profile-entry ordering repair and the exact recovery-fixture
prerequisite. The resulting PR diff contains 32 document and reporting
files.

## What Changed

- Reuse `IssueDocumentsSection` for general documents in default-chat
Artifacts. Keep Classic authoring in its existing task body. Ordinary
tasks, conversations and Coordinator mode share the same editor options
and signed-in permission wrapper.
- Preserve Plans, file-review documents, attachments, uploads and work
products. Hide duplicate general-document cards. Use the same
general-document key rules for visible rows, validation and refused
writes.
- Forward image uploads, mentions, references, author maps and feedback
to both editor mounts. Keep empty mention/project values stable while
queries load.
- Back up unfinished forms within their signed-in account, task and
editor scope. Preserve text entered before its key. Record a successful
create on its matching retained newer buffer, including after unmount or
an early reopen. Preserve newer title/body edits, real remote conflicts
and matching cancellation cleanup.
- Add the model-free `task-document-persistence` journey. Setup creates
only an owned empty backlog task. The browser creates and edits the
document; normal APIs independently check company, task, actor, exact
content and both revision records.
- Reopen the owned task through the explicit Backlog view, then reload
it. Require exact UI readback and zero native runs. Add only the Doc
registration, definition-hash inputs, report mapping and four closed
checks to the shared harness.
- Count explicit zero-run browser receipts after private journey
metadata is removed for publication. Preserve missing billing evidence,
positive usage and native/protocol accounting.
- Update browser assertions for the restored inline editor while
retaining exact download bytes, revision collisions, paused-state and
no-run checks. Update the feature map, usage docs and shared editor
stories.

## Verification

- Latest focused checks use official Node 24.22.2: 568 journey, catalog,
report, billing and attempt-accounting tests across 25 suites pass. All
four admitted journeys remain registered. The seven relevant UI suites
pass 529 tests, including the task-page container after the parent
merge. Maps, token gates, the PR-scope diff check and the owned
credential-pattern scan pass. The normal QA import preflight also passes
with an empty environment and network access blocked.
- Billing regression: before the repair, the explicit empty public
receipt counted one run, and two positive-usage receipts were discarded
by browser metadata. Those three cases fail before and pass after the
repair. Two additional red regressions cover aggregate usage beside an
empty run list. That ambiguous shape now keeps an unavailable receipt
and a minimum count of one. Missing receipts retain unavailable billing,
and native/protocol one-or-more run totals retain their measurements.
- The previous fresh CI run failed its unchanged snapshot-only recovery
fixture: one global sweep did not call its callback. The original
failure remains recorded. An isolated PGlite probe with all canonical
migrations exercises the real reconciler: it processes two earlier
sources, then reaches the owned third source on the next sweep. It
preserves source evidence, files and run IDs. This proves bounded
pagination, not full native snapshot repair.
- Local native recovery tests could not start PostgreSQL because the
host semaphore limit was reached. That run executed zero cases.
Canonical Linux CI later passed all 143 fixture cases, including the
original snapshot-only case and the new competing-candidate control. The
exact fixture repair is now inherited from #18427 and is absent from
this PR diff.
- The portable oracle rejects 19 stale, missing, foreign or incorrect
outcomes. Result validation also rejects model/provider metadata and
native runs for this case.
- Five real Artifacts-to-Properties unmount regressions fail before the
repair and pass after it. They cover both editor modes, reopening before
and after completion, later typing, and a foreign revision that must
still conflict. The edit-storage failure case also checks that Cancel
clears the promoted fallback copy.
- UI coverage includes default chat, Classic, conversations,
Coordinator, Plan rendering, document-card deduplication, reserved keys,
pending-query stability, permissions and rich editor options.
- Earlier real browser checks passed five upload cases and two
artifact-arrival cases. They retain exact CSV bytes, original/revised
content, collision, paused-state and no-run assertions. Current-head
normal CI runs the updated browser suites again.
- The branch merges only the selected actual parent
`f1d780838218f975064f38333946805e0ec103a5`. The merge has no conflicts
or manual resolution. The SQL service and recovery fixture match that
parent exactly. The own document editor, persistence flow, saved-state
oracle and billing repair retain their previously qualified source
blobs. Follow-up, clarification, question/resumption, screenshot helpers
and the Steering map are byte-identical to the merged parent. Existing
project/search/question/follow-up registrations remain present.
- Required document source blobs remain exact: Doc UI
`22e80663b053363e5f75e1432dd9043dc0e70243`, its unmount tests
`16f3f4ed0dc9b11aaff129e06e6cf2bbf4522713`, readiness helper
`800a747284db19b8484650b6759e8bd1f356839d`, and budget service
`3a15d489f0aa55c22e8f7fe6a6bc6a0e14e5914e`.
- Local typing is limited by borrowed declarations from another
checkout. They omit current `skill_test` and sandbox creation-operation
fields. No dependency declarations or repository config were changed.
The authoritative clean CI Typecheck + Release Registry gate passes on
exact head `2ffce29827ae170420d740940c1c069c7225a74c`.
- Full monorepo typecheck, tests and build were not run locally.
Borrowed build declarations from another checkout limit local typing.
Authoritative [clean
CI](https://github.com/paperclipai/paperclip/actions/runs/41171717008)
passes on exact head `82d15946c5844d3ae41c6ade62fa224053f20a9a`: 55
successful checks, 3 skipped and 1 neutral, with zero pending or failed
checks. Typecheck, build, Runner, server and browser lanes pass.
Greptile gives that same head a fresh 5/5. All 15 review threads are
resolved, with no further thread page. The PR is mergeable and clean.
- Failure history remains recorded. The earlier recovery failure was
repaired with a bounded, owned-source fixture. A later CI worker shut
down after 2,375 Runner unit tests passed. Its one authorized narrow
retry passed those tests and all five native integration suites. The
separate AgentConfig browser failure was reproduced and fixed by the
merged #18427 parent. These earlier passes do not replace current-head
CI.
- Final-source live qualification passed on exact harness and served
application `82d15946c5844d3ae41c6ade62fa224053f20a9a`. QA run
`41177696858` completed all four closed checks and all five phases with
zero native runs. Cleanup passed; the durable manifest is complete with
no pending evidence. The coordinator verified the original grade and
manifest.
- The [public qualification
report](https://pages.paperclip.ing/evals-qa-smoke-41177696858-1/)
records zero agent runs, empty run IDs and empty run usage. Pricing
remains unavailable and billing remains incomplete; the report does not
claim measured zero cost.
- The earlier harness `36c8d9ddd76d0b7ddb28a9a6c674d9e538f6df88` pass
against application `2ffce29827ae170420d740940c1c069c7225a74c` remains
historical evidence. It is separate from the final-source measurement
above.
- The selected parent brings profile-entry ordering, proactive chat, a
database migration, Runner updates, and task-page chat/read behavior.
Its new task-page container is included in the final application
measurement. The coordinator retains the original evidence and owns the
primary merge and daily-plan admission.

## Risks

Artifacts now mounts the existing shared editor. Its autosave, conflict,
revision, annotation and server access contracts remain in place. Tests
cover both interface modes, shared scopes, later remote writes and
unavailable edit storage. Plans and generated file-review documents keep
their existing flows. The PR adds no database schema or API change. The
shared billing repair requires explicit captured empty run IDs and an
unambiguous usage object containing only an empty run list for public
browser-only receipts. Other fields beside an empty list keep
conservative unavailable billing. Missing measurements remain
unavailable. Contradicting positive usage remains counted. The inherited
recovery fixture keeps the production sweep limit and its source,
readback and no-agent-work assertions.

The live journey must fail when authoring controls or saved outcomes are
absent. It must not create the expected document through setup APIs or
switch to another interface to pass. Final deployment verification must
retain the actual app and harness revisions separately.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact runtime model ID and context window were not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-31 01:49:24 -05:00
DottaandPaperclip 762d680daf feat(ui): upload files directly in task artifacts (#15964)
## Thinking Path

> - Paperclip helps people manage agent work and retain its context.
> - Task documents and attachments keep that context with the task.
> - The Artifacts panel showed output but could not accept a new file.
> - Uploading through a message can require resuming a paused task.
> - Existing document and attachment APIs can save files directly.
> - This PR adds direct uploads and a drop target to the task panel.
> - People can add context while keeping work paused and unassigned.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task Artifacts panel and its existing document and attachment APIs.

**Subsystem affected**
ui/ — React board UI. No server, schema, or API changes.

**Current behavior**
The Artifacts panel cannot upload a file. It also excludes files
uploaded by people. The message composer can require a task to resume
before it submits attachments.

**Proposed behavior**
Use the upload icon or drop files anywhere in the open Artifacts panel.
The target includes the header, padding, and existing cards. Files save
directly to the task without a message or a pause change.

**Reason and benefit**
People can prepare a handoff on a paused, unassigned task without
starting agent work. Markdown becomes a task document. Other supported
files use attachment storage.

**Breaking changes**
Files from people now appear in Artifacts alongside agent output.
Promoted attachments still appear once. A repeated Markdown filename
creates a separate document instead of replacing an existing revision.
Existing APIs and limits stay the same.

**Additional context**
Related upload API work: Refs #7472 and Refs #7248. This PR adds the
missing task-panel entry point. ROADMAP.md lists Artifacts and Work
Products as available; this is a scoped UI improvement.

## What Changed

- Add an upload icon with no visible label or background.
- Accept file drops across the full task panel, including the desktop
portal header and mobile tabs.
- Show per-file progress and inline Retry and Dismiss actions.
- Import Markdown under a new document key and retain existing
revisions.
- Include files from people in Artifacts and dedupe promoted
attachments.
- Add component and task-journey stories for empty, populated, loading,
error, mobile, and drag-over states.
- Add real browser tests for persistence, pause preservation, duplicate
document names, full-panel drops, and partial failure recovery.

## Verification

- Five Playwright tests passed against an isolated instance started by
the source `test-drive` command. The document API, attachment storage,
pause holds, downloads, and task UI were real. Only the explicit upload
failure was injected.
- The browser tests verified desktop and mobile uploads, document
reading, persistence after reload, no task comments or runs, header
drops, preservation of original and hidden internal documents, reserved
filename handling, and upload retry.
- 163 focused UI tests passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm check:token-gates` passed.
- The full Vitest suite is running after repair of an exhausted local
PostgreSQL shared-memory pool. The initial run failed to initialize
PostgreSQL. Six unattached segments had no living creator or last-user
process; removing them restored free slots.
- CI and the current-head Greptile review are pending.

## Risks

- Artifacts now includes user files, so existing tasks can show more
cards.
- Uploads retain the server's authorization, file-type, size, and
revision checks. No migration is needed.
- Binary attachment uploads use the existing API. A transport failure
with an unknown save outcome can retain the existing API's retry
ambiguity.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot ID and
context-window size were not exposed to this session. The model used
repository inspection, code editing, shell tools, and browser
automation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 08:11:31 -05:00
Michael Nguyen 0fa318b8da feat(artifacts): bridge Markdown work products into the document review surface (#11822) 2026-08-20 17:28:01 -07:00
scotttongandClaude Fable 5 5bb2490b86 feat(ui): surface all issue documents and agent artifacts in chat-style sidebar (#11226)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task detail page uses a chat-style thread with a right sidebar;
the sidebar has a Plan tab and an Artifacts tab (#11101 made this UI the
default)
> - The Plan tab only showed the one issue document named `plan`, and
the Artifacts tab only listed formal work products; other agent-authored
documents (for example a `synthesis` doc) and agent-attached files were
invisible in the sidebar
> - Users could see an agent mention a document in the thread but had no
way to find that document in the sidebar, which breaks trust in the task
view as the record of the work
> - This pull request surfaces every non-system issue document in the
Plan tab, composes the Artifacts tab from work products, documents, and
agent-created attachments, and gives thread images a full-screen
lightbox with download
> - The benefit is that anything an agent produces on a task is now
reachable from the sidebar, while user uploads stay with their comments
in the thread

## Linked Issues or Issue Description

Refs #11101 (chat-style task UI default — this PR extends its sidebar).

**Subsystem affected**

Task detail UI (chat-style thread sidebar): Plan tab, Artifacts tab, and
thread attachment rendering in `ui/src`.

**Current behavior**

The Plan tab renders only the issue document literally named `plan`. The
Artifacts tab renders only formal work products. Agent-authored
documents with any other name, and files agents attach to comments, do
not appear anywhere in the sidebar. Thread images open as bare links.

**Proposed behavior**

The Plan tab lists every non-system issue document, with the `plan`
document first and the others rendered inline below it. The Artifacts
tab composes three sources — work products, issue documents, and
agent-created comment attachments — deduplicated against
attachment-backed work products via `metadata.attachmentId`, and shows
whenever any source is non-empty. Work-product rows without a resolvable
attachment or document fall back to links found in their metadata so
they stay clickable. Images in the thread open a shared full-screen
lightbox with a download action. Files uploaded by users stay
thread-only and are not mixed into the Artifacts tab.

**Reason and benefit**

Agents routinely produce documents that are not named `plan` and attach
files to their comments. Users reading the thread must be able to find
every one of those outputs from the sidebar. Redundant surfacing is
acceptable; an unfindable document is not.

**Breaking changes**

None. This is additive rendering; no schema or API changes.

## What Changed

- `IssuePropertiesPlansTab.tsx`: renders all non-system issue documents,
`plan` primary, others inline below via `MarkdownBody`
- `IssuePropertiesArtifactsTab.tsx`: composes work products + documents
+ agent-created attachments with dedupe; rows without an
attachment/document target fall back to `metadata` links
- `IssueProperties.tsx`: Artifacts tab visibility now derives from the
composed source set
- New `ui/src/lib/issue-artifacts.ts`: pure composition/dedupe logic,
unit-tested
- New `ui/src/components/task-chat/task-chat-attachments.ts`: splits
agent vs user comment attachments, unit-tested
- `TaskChatBubble.tsx`: thread images open the shared full-screen
lightbox with download
- `useIssueDocuments.ts`: hook now exposes the full issue-document list

## Verification

- `pnpm typecheck` — passes across the workspace
- `pnpm check:token-gates` — 3/3 CLEAN
- `cd ui && pnpm vitest run src/lib/issue-artifacts.test.ts
src/components/task-chat/task-chat-attachments.test.ts
src/pages/IssueDetail.test.tsx` — 74 tests pass
- Manual: open a task whose agent created a document not named `plan`
(for example `synthesis`); confirm it appears in the Plan tab below the
plan and in the Artifacts tab; confirm an image the agent attached
appears under Artifacts; confirm a user-uploaded image stays only in the
thread and opens full screen with a download button

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

## Risks

- Low risk: rendering-only change scoped to the task sidebar and thread
bubbles; composition logic is pure and unit-tested
- Dedupe relies on `metadata.attachmentId` linkage; a work product with
malformed metadata would render as a duplicate row (cosmetic only)

## Model Used

- Claude (Anthropic), model id `claude-fable-5`, extended thinking
enabled, agentic tool use via Claude Agent SDK (Claude Code harness)

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-11 12:09:58 -07:00