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fb2b760915 |
fix(issues): attribute agent-authored comments instead of rendering them as "Board" (#8833)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Task/issue threads render each comment as a chat bubble; the author determines whether it shows as a left-aligned agent bubble (name + icon) or a right-aligned "Board" bubble > - Comments posted by an agent from a local execution environment are written with a non-human author id (`local-board`/system), so they were mis-rendered as blue "Board" bubbles instead of being attributed to the authoring agent > - This misattribution is confusing (it looks like the human board said something an agent actually said) and it can drive false wake/reconciliation behavior on the affected threads > - This pull request adds server-side attribution derivation (lossless run-id join first, then an explicit run-log post marker), persists the derived agent so the read path stops re-scanning run logs, and stops the client from labeling agent-derived comments "Board" > - The benefit is agent comments render as the correct agent, genuine human board comments are never reattributed, and reads get cheaper after a one-time persistence ## Linked Issues or Issue Description <!-- No public GitHub issue — describing the problem in-PR (bug report shape). --> **What happened?** In a task/issue comment thread, comments authored by an agent from a local execution environment are stored with a non-human author id (`local-board`/system). The UI renders these as right-aligned blue "Board" bubbles, implying a human board member authored them. The mislabeling is also a wake/reconciliation hazard: an agent comment that reads as "Board" can look like human board input. **Expected behavior** Such comments should render as the authoring agent (left-aligned bubble with agent name + icon). Genuine human/board comments must continue to render as "Board" and must never be reattributed to an agent. **Steps to reproduce** 1. Have an agent post a comment on an issue from a local execution environment (author id `local-board`). 2. Open the issue comment thread in the UI. 3. Observe the agent's comment rendered as a right-aligned blue "Board" bubble instead of the authoring agent. **Root cause** The read path did not resolve the authoring agent for these comments, and the client fell back to a "Board" label for the `local-board` author. ## What Changed - **Server derivation (`server/src/services/issues.ts`):** - Resolve the authoring agent from the comment's run id first (`createdByRunId`/`derivedCreatedByRunId` → `heartbeatRuns.agentId`) — lossless when present. - Second tier `run_log_comment_post`: read the run log lazily (only for still-unresolved comments) to match the explicit `comment id:` post marker. - **Guard:** never reattribute a comment whose author maps to a genuine user profile. Only the non-human sentinel (`local-board`, which is itself a `user` row) and authors absent from the `user` table are eligible. - Pure timing-overlap tiers are intentionally **not** used (Option A) — an agent comment and a human board comment posted during the same run are indistinguishable rows, so any timing guess risks mislabeling a real human comment. - **Persistence (`packages/db/src/migrations/0126_issue_comment_derived_attribution.sql`, `packages/db/src/schema/issue_comments.ts`):** add stored `derived_*` attribution columns and write the resolved agent back with a single bulk `UPDATE ... FROM (VALUES ...)`, so reads stop recomputing from run logs. Migration is additive (new nullable columns) with a batched, idempotent backfill of the lossless run-id tier over historical rows. - **Types (`packages/shared/src/types/issue.ts`):** expose the persisted attribution fields and the `IssueCommentDerivedAuthorSource` union. - **Client (`ui/src/lib/issue-chat-messages.test.ts`):** the message builder already prefers a resolved agent id (`authorAgentId ?? runAgentId ?? derivedAuthorAgentId`), so once the server persists the derived agent the bubble renders as the agent automatically — no client code change needed. Adds a regression guard confirming a genuine board comment with no derived agent is still rendered as "Board". - **Tests:** derivation + message-building tests, including assertions that genuine board/user comments are **not** reattributed. ## Verification - `cd server && npx vitest run issues-service` — 94 tests pass: run-id resolution, no-attribution on timing overlap alone (Option A), multi-run ambiguity, same-agent multi-run, and the genuine-user guard. Exercises the real persistence path (bulk UPDATE) against the test DB. - `cd ui && npx vitest run issue-chat-messages` — 27 tests pass; client no longer labels agent-derived comments "Board", and a genuine board comment with no derived agent is not re-labeled. - `cd server && npm run typecheck` — passes (exit 0). - Manual: on a thread containing old agent-authored comments, the blue "Board" bubbles render as the authoring agent; a genuine board comment on the same thread still renders as "Board". ## Risks - **Mis-reattributing a genuine board comment made during an agent run** → mitigated by the human-profile guard (only `local-board`/system authors are eligible) and by dropping pure timing tiers (Option A): only the lossless run-id join and the explicit run-log post marker attribute history. - **Backfill volume / run-log reads** → the migration backfill is batched (5000 rows/loop) and results are persisted so reads stop recomputing; the read-path persistence is a single bulk UPDATE rather than per-comment round-trips. Migration adds only nullable columns (no destructive change). - The persistence/backfill has **not** been run against any production database as part of opening this PR. ## Model Used Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, via Claude Code with tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs — related open PRs (#6006 narrow attribution run scan, #4729 attribution roll-up, #7014 reaped-run attribution) address different attribution paths; none fix the `local-board` "Board" bubble rendering this PR targets. Supersedes #8832 (same change; branch renamed to drop an internal ticket id per CONTRIBUTING → Branch Naming) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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8d9f9fd240 |
Add reusable sandbox custom images (#8794)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A growing part of that work runs in sandboxed environments rather than on the operator's local machine. > - Today sandbox providers can start fresh workspaces and run probes, but they do not have a shared contract for capturing and reusing prepared sandbox state. > - Operators need a way to set up tools, credentials, and project dependencies once, then reuse that prepared image for later agent runs. > - This pull request adds reusable sandbox custom images across the provider contract, server runtime, and board UI. > - It also keeps probes and sandbox copy flows aligned with pre-authenticated/custom-image environments. > - The benefit is faster, more reliable sandbox runs without repeatedly rebuilding the same environment setup. ## Linked Issues or Issue Description No public GitHub issue was found for this change. Inline feature request follows. ### Problem or motivation Sandboxed agents need reusable prepared runtime state so repeated runs do not require manual setup every time. Operators often need system packages, CLIs, SDKs, dependency caches, credentials, and project tooling available before an agent can work productively. ### Proposed solution Add a provider-level custom-image capability, server-side setup/capture lifecycle, Daytona/fake provider support, and board UI controls for creating, testing, selecting, and deleting custom images. ### Alternatives considered Leaving this as provider-specific setup outside Paperclip would keep the control plane blind to image state and would not give agents consistent environment metadata. Re-running setup commands for every lease is simpler, but slower and less reliable for interactive or credentialed setup. ### Roadmap alignment Checked `ROADMAP.md`; this aligns with the Cloud / Sandbox agents roadmap area and does not duplicate any related public issue or PR found by search. Additional context: - Subsystem affected: cross-cutting (`packages/db`, `packages/shared`, `packages/plugins`, `server`, `ui`). - Duplicate search: searched GitHub for `sandbox custom image` and `sandbox template environment`; no related public issues or PRs were found. ## What Changed - Added custom-image shared types, validators, constants, API paths, and database schema/migration. - Added server services/routes for custom-image templates and setup sessions, including runtime cleanup and provider metadata handling. - Extended plugin/sandbox provider capabilities for interactive setup, template capture, and template deletion. - Implemented custom-image support in the fake sandbox provider and Daytona provider. - Updated environment runtime/config handling so active custom images flow into leases, probes, and agent execution. - Added board UI controls and API client support for custom-image setup, capture, selection, status, and error states. - Hardened sandbox copy/probe behavior for insecure clipboard contexts and pre-authenticated sandbox images. - Added targeted coverage across shared validators, DB schema, server routes/services, provider plugins, adapter probes, and UI flows. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm vitest run packages/adapters/claude-local/src/server/test.probe.test.ts packages/adapters/claude-local/src/server/test.ts packages/adapters/codex-local/src/server/test.remote.test.ts packages/adapters/codex-local/src/server/test.ts` - `pnpm --filter @paperclipai/adapter-claude-local typecheck` - `pnpm --filter @paperclipai/adapter-codex-local typecheck` - `pnpm vitest run packages/db/src/environment-custom-images-schema.test.ts packages/shared/src/environment-custom-images.test.ts packages/shared/src/validators/plugin.test.ts server/src/__tests__/environment-custom-images-service.test.ts server/src/__tests__/workspace-runtime.test.ts packages/plugins/sandbox-providers/daytona/src/plugin.test.ts ui/src/pages/CompanyEnvironments.test.tsx ui/src/pages/CompanySettings.test.tsx` - `pnpm -r typecheck` - `pnpm build` - `rm -rf packages/db/dist && pnpm test:run` - Public-safety scan of the final diff found no internal Paperclip issue links, private instance URLs, or real secret patterns. ## Risks - Adds a database migration and new environment runtime tables, so migration ordering and rollback need care. - Provider implementations may differ in how reliably they can capture/delete images; unsupported providers surface capability-gated UI states. - Custom-image state can contain operator-prepared tooling and credentials inside the provider image, so providers must enforce their own access controls and cleanup semantics. - Broad surface area across shared contracts, server runtime, plugins, adapters, and UI means CI and Greptile review should be watched closely. > 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 (`gpt-5`) via Codex CLI with tool use and code execution. Assisted with branch cleanup, conflict resolution, local verification, and PR preparation. Earlier branch implementation work was assisted by Paperclip-managed Claude/Codex 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/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> |
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e6407b3225 |
refactor: revert X mention poller backend (#8709)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The core server and database packages should only carry features that are ready to remain in the product surface. > - The X mention poller backend added database tables, Drizzle schema exports, a server service, and a server test suite. > - That backend work needs to be removed from core for now so the main app does not carry unused X mention poller infrastructure. > - A clean revert is safer than leaving partially unused database and service code behind. > - This pull request removes the poller backend artifacts and keeps the migration journal aligned with the reverted migration history. > - The benefit is that fresh environments no longer create or expose the X mention poller backend tables or service code. ## Linked Issues or Issue Description No public GitHub issue exists for this revert. Duplicate PR search: searched open PRs in `paperclipai/paperclip` for "x mention poller"; only this PR matched. ### What happened? Core contained X mention poller backend infrastructure that should not remain in the main Paperclip product surface right now. ### Expected behavior Fresh core installs and migrations should not create the X mention poller tables, and the server/db packages should not expose the removed poller service or schema exports. ### Steps to reproduce 1. Inspect the prior migration journal after the original poller backend commit. 2. Inspect the Drizzle schema exports. 3. Inspect the server services and tests for X mention poller backend artifacts. ### Paperclip version or commit This PR reverts the backend artifacts from the current `master` history. ### Deployment mode Local development and CI. ## What Changed - Deleted the `0125_x_mention_poller` migration and removed its journal entry so fresh environments do not create the X mention poller tables. - Removed the X mention Drizzle schema file and schema exports from the db package. - Removed the X mention poller server service and its server test suite. - Left the functional diff unchanged from the original revert. ## Verification - `rg -n "x_mentions|x-mention-poller|mention poller|0125_x_mention_poller|xMention" packages server` returned no matches. - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - Current functional CI checks are green; this metadata update is intended to re-run and clear the `commitperclip PR Review` gate. ## Risks - Developers who already applied migration `0125_x_mention_poller` locally will keep four stale tables that Drizzle no longer tracks: `x_mention_sources`, `x_mention_author_allowlist`, `x_mentions`, and `x_mention_budget_ledger`. - Manual local cleanup for those developers is to drop the stale `x_mention_*` tables from their local database after confirming they do not need that local data. - Fresh environments that have not applied the removed migration should be unaffected. ## Model Used OpenAI Codex, GPT-5 family, via the ACPX-backed Codex local adapter. Tool use included local shell inspection and GitHub CLI metadata updates. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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44e2ab53fe |
feat: add X mention poller backend (#8707)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents and operators increasingly need external event sources to become durable Paperclip work inputs > - X mentions are one such source, but intake needs to be safe before any downstream automation consumes them > - The backend needs stable source state, idempotent mention storage, author gating, rate-limit handling, and budget accounting > - This pull request adds the database contract and service layer for X mention polling and hydration queueing > - The benefit is that future X-triggered workflows can build on a controlled, test-covered ingestion path instead of calling the X API directly ## Linked Issues or Issue Description - No public GitHub issue exists for this exact backend extraction. - Problem: Paperclip does not yet have a durable, budget-aware backend path for ingesting X mentions as external work inputs. - Proposed solution: add X mention source, mention, allowlist, and budget ledger tables plus a poller service that stores mentions idempotently, queues only allowlisted authors for hydration, tracks cursor state, records spend decisions, and fails closed when cost estimates are unavailable. - Related but not duplicate: #8609, #8199, and #7316 touch internal mention wake behavior rather than X API mention ingestion. ## What Changed - Added X mention poller database tables and schema exports for sources, stored mentions, author allowlists, and budget ledger entries. - Added a server-side X mention poller service with cursoring, idempotent upsert behavior, allowlist gating, hydration queue handling, rate-limit backoff, and budget pause behavior. - Added focused Vitest coverage for intake gating, duplicate retries, cursor safety, rate limits, budget failures, and hydration budget pauses. ## Verification - `pnpm exec vitest run server/src/__tests__/x-mention-poller.test.ts` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` ## Risks - Migration ordering matters because this adds migration `0125_x_mention_poller.sql`; it should merge after the existing `0124` migrations on `master`. - The service is backend-only and adapter-driven in this PR, so product behavior should not change until callers wire it into a runtime path. - Budget accounting intentionally fails closed when estimates are missing, which may pause a source rather than risk unbounded API spend. ## Model Used - OpenAI Codex, GPT-5-based coding agent, tool-enabled local repository and terminal 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 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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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> |
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43b005b704 |
Add pipeline workflow primitives and operator UI (#7903)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The pipeline subsystem models repeatable work as items moving through stages, with agent automation, review gates, blockers, drift notices, and linked work. > - Operators need this to be usable as one coherent workflow surface, not just as backend primitives or disconnected route experiments. > - The branch now carries the pipeline data model, service/routes, CLI/tutorial path, aggregation feeds, operator UI, stage automation controls, liveness/retry handling, and follow-up polish that make the primitive reviewable end to end. > - This pull request is the single review target for that pipeline workflow primitive stack. > - The benefit is that reviewers can evaluate the full operator experience and server contract together against `master`. ## Linked Issues or Issue Description No public GitHub issue exists for this work. The underlying feature request is described inline. ### Problem or motivation Paperclip needs a first-class way to model multi-stage agent/company workflows where upstream items can spawn downstream work, request review, carry fields across pipelines, surface drift, retry automation, and show operators where work is blocked or active. Without a unified pipeline primitive, these workflows spread across ad hoc issues, routines, and comments, making the state hard to inspect or operate. ### Proposed solution Add the pipeline workflow primitive stack: database schema and migrations, shared validators/types, server services and REST routes, aggregation and liveness helpers, CLI/tutorial smoke support, and the React operator UI for pipeline lists, boards, item detail, review/learnings views, settings, stage automation, secrets, carry-over fields, and retry/recovery flows. ### Alternatives considered - Keep workflows as loosely linked issues and routines: rejected because operators need a single board/detail/settings surface for repeated workflow patterns. - Ship backend primitives first and defer UI: rejected for this branch because the operator experience is the main way to validate the primitive. - Add a narrower one-off content workflow: rejected because the same primitives are useful across future company processes. ## What Changed - Added and evolved pipeline schema, migrations, shared contracts, server services, REST routes, route tests, and CLI/tutorial smoke support. - Added pipeline aggregation, health/liveness, drift acknowledgment, blocker/carry-over, automation retry, stage automation environment, and permission recovery behavior. - Added the operator UI for pipeline index/board/item detail/settings/review/learnings flows, including stage secrets, automation controls, markdown/item descriptions, linked issue assets, liveness banners, and source automation metadata. - Refactored issue document frame rendering through the shared `DocumentFrameHeader` component to keep document controls consistent with the pipeline document surfaces. - Kept this PR as the single base-branch review target for the current pipeline branch. ## Verification Current branch refresh: - `pnpm vitest run server/src/__tests__/pipelines-service.test.ts` — 31 passed - `pnpm vitest run server/src/__tests__/pipelines-routes.test.ts` — 19 passed - `pnpm --filter ./server typecheck` — passed - `pnpm --filter ./ui typecheck` — passed - Verified Pipelines remains gated by `enablePipelines === true`: sidebar item is hidden unless the flag is enabled, direct pipeline routes redirect to `/dashboard` when disabled, and the Experimental settings UI still has no Pipelines toggle. - GitHub status checks on `df071c710646de625131064c3fb6588b5e97964a` — all complete with no failing conclusions, including Actions, Socket, Superagent/Security, and Greptile Review - Greptile summary on `df071c710646de625131064c3fb6588b5e97964a` — Confidence Score 5/5 - GitHub review-thread sweep — 0 unresolved Greptile threads Previously recorded during branch development: - Server pipeline service/route and aggregation tests - Shared validator tests - UI pipeline page/settings/item-detail/learnings/liveness tests - Pipeline tutorial smoke path ## Risks - High review surface: this is a large feature branch spanning database, shared contracts, server behavior, CLI/docs, and UI. - Migration ordering and schema compatibility need reviewer attention because this branch has been kept current across multiple `master` syncs. - GitHub still reports merge state `BLOCKED` because the PR is awaiting normal human review/branch-protection completion; all current status checks are green. - Branch-name checklist exception: this PR uses the pre-existing requested branch name, which predates the current public-branch naming rule. The PR title/body avoid internal issue references. > 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 based on GPT-5, with repository tool use, shell execution, git/GitHub CLI operations, and local verification commands. Earlier commits in this branch were assisted by Paperclip agents and other AI coding agents as recorded in commit authorship. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [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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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> |
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746e287e33 |
feat(control-plane): add annotation and workspace controls (#8229)
## Thinking Path > - Paperclip is the open source app people use to manage AI-agent companies. > - The control plane coordinates issues, workspaces, documents, routines, and board review flows across company-scoped data. > - The local source branch contained related schema, service, and UI changes for workspace issue scoping and document/routine annotations. > - These changes need to move together because db schema, shared types, server services, and UI consumers form one contract. > - This pull request extracts the migration-bearing control-plane work from the source branch onto `origin/master`. > - The benefit is a standalone branch with deterministic migration order and focused review for the highest-risk part of the split. ## Linked Issues or Issue Description No GitHub issue exists for this branch split. Internal source task: [PAP-11234](/PAP/issues/PAP-11234). Problem/motivation: - Workspace operations need explicit issue scoping so readiness and blocker handling can be derived correctly. - Document annotations need reliable live updates, save failure surfacing, normalized activity keys, and better comment panel behavior. - Routine descriptions need the same annotation contract as issue documents so operators can discuss and edit routine text without special-case infrastructure. Proposed solution: - Add the workspace-operation `issueId` migration and readiness scoping. - Add routine document/annotation schema, shared types, services, routes, and UI editing support. - Keep the related migrations in one PR so the renumbered `0106` and `0107` migrations land in a deterministic order after current `master`. Alternatives considered: - Split migrations into separate PRs, rejected because that would create migration-numbering conflicts and make each branch less standalone. - Merge this with UI polish, rejected because this branch needs deeper server/db review. Roadmap alignment: - Checked `ROADMAP.md`; the roadmap mentions future recurring routine capabilities generally, but no duplicate implementation PR for these annotation/workspace changes was found. ## What Changed - Added `0106_workspace_operations_issue_id.sql` and `0107_routine_description_annotations.sql`, plus schema exports. - Scoped workspace readiness to blocker issues and attached workspace operation issue ids. - Scoped issue-thread interaction accept finalization to the source run. - Added routine document annotation contracts across db/shared/server/UI. - Improved document annotation live updates, activity-key normalization, save failure surfacing, and comment panel behavior. - Added issue workspace property controls and compact blocked-by/quick-control UI updates. - Added focused server and UI regression tests for the new contracts. ## Verification - `CI=true NODE_ENV=development pnpm install --frozen-lockfile --prefer-offline` - `NODE_ENV=test pnpm exec vitest server/src/__tests__/document-annotation-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/routine-document-annotation-routes.test.ts server/src/__tests__/routines-routes.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/IssueDocumentAnnotations.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx ui/src/context/LiveUpdatesProvider.test.ts --run` — 10 files, 273 tests passed. - `NODE_ENV=test pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` — passed, including db migration numbering check. ## Risks - Migration-bearing PR; merge this branch before any later PR that adds migrations with higher numbers. - Cross-layer contract risk across db/shared/server/ui, mitigated with targeted tests and affected-package typecheck. - Review should pay special attention to company scoping in new routine/document annotation paths. > 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 Paperclip `codex_local` / CodexCoder, GPT-5-class coding model with tool use and shell execution. Exact runtime snapshot and context-window setting were not exposed by the Paperclip run 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 available from the run context) - [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 (N/A per source task: do not add screenshots/images unless specifically part of the work) - [x] I have updated relevant documentation to reflect my changes (N/A; no public docs changed) - [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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e68188c438 |
fix: upstream deployed document-comment, routine-annotation, workspace & board-polling fixes (#8536)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - This change touches several already-shipped subsystems — document-comment annotations, the selected-agent Conference Room chat surface, routine description annotations, workspace-operation tracking, and the board polling/inbox UI > - A batch of incremental fixes and two small backend additions had accumulated on a local mainline and were deployed to a live instance, but never landed upstream — so each `origin/master` sync kept re-diverging > - Leaving them un-upstreamed means the same delta has to be re-merged on every sync and risks being lost or silently reverted > - This pull request rebases that delta cleanly on top of current `origin/master` (preserving recent upstream work such as reusable sandbox leases and the relation-list collapse controls) and brings it up for review > - The benefit is that mainline and the deployed instance converge, and these fixes/additions get normal review + CI + Greptile coverage ## Linked Issues or Issue Description No single GitHub issue tracks this; it is a bundle of bug fixes and two small feature additions. Following the issue-template fields: **Bug fixes (what was wrong → what this does):** - Document comments rendered out of document order, didn't live-update across clients, swallowed save failures, and lost the markdown text selection on re-render. Now: doc-order sort, live updates, surfaced save-failure state, stable selection across re-renders. - The board polling hot path returned oversized payloads on every poll. Now: an opt-in `summary` projection trims the heartbeat-run list payload. - Assorted UI fixes: sidebar nav peek/streamlining edge cases, markdown file-viewer re-mount/line-height issues on iOS Safari, inbox badge/skill deep-link tab selection, and `⌘.` work-mode cycling on iOS. **Feature additions:** - `workspace_operations.issue_id` — associate a workspace operation with the issue that triggered it (new migration `0106`, schema, service, shared type). - Routine **description annotations** — comment threads on a routine's description document, mirroring issue document annotations (new migration `0107`, `routine_documents` schema, routes/service, editable-sections UI). - Selected-agent **Conference Room chat** surface wiring and live issue-thread updates. **Related PR:** #8229 (`feat(control-plane): add annotation and workspace controls`, draft) covers overlapping annotation/workspace-control territory — flagging it so a reviewer can reconcile the two rather than double-merging. ## What Changed - `feat(workspace)`: `workspace_operations.issue_id` migration + schema/service/type; issue workspace property controls reconciled with upstream's evolved "Service" row. - `feat(routines)`: routine description annotations — `routine_documents` schema, migration `0107`, routes/service, `editable-sections` UI. - `fix(document-comments)`: doc-order sort, live updates, save-failure surfacing, stable markdown selection (+ storybook story, rerender test). - `feat(chat)`: selected-agent Conference Room chat surface and live issue-thread updates (`LiveUpdatesProvider`, `issue-chat-messages`, interactions service). - `perf(board)`: opt-in `summary` projection for the board polling/heartbeat-run list payload, plus assorted sidebar / file-viewer / inbox / IssueProperties UI fixes. Organized into 5 logical commits. Migrations are numbered incrementally after upstream's latest (`0105`) — `0106` then `0107`, no journal collision. ## Verification - Built by 3-way merging the deployed delta onto current `origin/master`; the only merge conflict (`IssueProperties.test.tsx`, two adjacent test blocks) was resolved in favor of upstream's evolved "green service link above the workspace row" layout, which matches the merged component's rendered output. - Confirmed recent upstream work is preserved post-merge: reusable sandbox lease teardown (`#8513`), the IssueProperties relation-list collapse controls, and the sidebar streamlined-nav default. - Confirmed the net diff vs `origin/master` is exactly the intended feature delta (65 files) and that overlapping server files (`issues.ts`, `agents.ts`, `heartbeat.ts`) only add feature code without disturbing upstream logic. - This delta is already running on a live deployed instance. - Full typecheck/test suite + Greptile to run in CI (see checklist). ## Risks - Two new migrations (`0106`, `0107`). Both are additive (new table / new nullable column) and ordered after upstream's `0105`; no data backfill, low risk. If another migration-bearing PR merges first, renumber before merge. - Largest blast radius is in the merged overlapping UI/service files; covered by the existing test suites for those files plus CI. - Overlaps thematically with draft PR #8229 — reviewers should reconcile rather than merge both blindly. ## Model Used Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use (git, shell). Agentic coding 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 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) - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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2dbaf4a7fa |
External object references across issue surfaces (#8512)
## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI agents, issues, approvals, comments, and work products. > - The involved subsystem is issue context: markdown links, issue properties, related work, lists, filters, inbox/sidebar status, and plugin-provided external context. > - The gap is that URLs to external systems currently remain mostly plain links, so humans and agents must manually open them to understand status, identity, and liveness. > - This matters because external work objects such as GitHub issues and pull requests are part of the operational state of a Paperclip company. > - The implementation keeps core provider-neutral: shared contracts, storage, sync, routes, and UI surfaces live in core while providers can contribute detection and status resolution. > - This pull request adds the external object reference foundation, GitHub provider support, issue-surface rendering, filters, sidebar/list/inbox signals, and test/story coverage. > - The benefit is that linked external work becomes inspectable Paperclip context without hardcoding every provider directly into the UI. ## Linked Issues or Issue Description No public GitHub issue exists for this work. Feature request: - Problem: URLs in Paperclip issues, comments, documents, and related surfaces do not expose provider status or object identity inline. - Proposed behavior: detect supported external object URLs, persist normalized references, refresh provider status, and render concise status-aware links across issue surfaces. - Users affected: board users, agents, and maintainers who triage issues containing external work links. - Acceptance: external object references are company-scoped, provider-extensible, visible in key issue surfaces, filterable where relevant, and covered by focused shared/server/UI tests. Related PR search: - No open duplicate PRs found for `external object references`. - Closed related prior attempt: #4556. ## What Changed - Added shared external-object contracts, validators, status/liveness helpers, and plugin protocol declarations. - Added database schema and additive migrations for external objects, source mentions, and display metadata. - Added server services/routes for detecting, syncing, summarizing, refreshing, and resolving external objects across issues, documents, comments, projects, and plugins. - Added a GitHub external-object provider plus plugin SDK authoring docs. - Wired UI presentation across markdown links, comments, issue chat, documents, properties, related work, issue rows, filters, inbox/sidebar badges, and Storybook stories. - Rebasing cleanup: moved the branch onto current `master`, repaired stale worktree provision config, hardened environment-sensitive tests/mocks, and removed committed screenshot artifacts from the PR branch to keep the reviewable file set below tool limits. ## Verification - `pnpm exec vitest run packages/shared/src/external-objects.test.ts server/src/__tests__/external-object-routes.test.ts server/src/__tests__/external-objects-service.test.ts ui/src/components/ExternalObjectPill.test.tsx ui/src/lib/external-objects.test.ts` passed after rebasing: 5 files, 56 tests. - Historical branch verification before this PR creation included `pnpm test:run`, `pnpm -r typecheck`, and `pnpm build`; this PR body does not claim those were rerun after the final rebase. ## Risks - Medium: this adds a new cross-surface sync path on issue/document/comment writes. The implementation uses safe sync wrappers so external-object failures warn instead of blocking core mutations. - Medium: the migrations introduce new tables and indexes. They are additive and company-scoped. - Medium: provider-specific URL parsing can miss or misclassify edge cases. Shared canonicalization tests and provider tests cover current GitHub shapes. - Low: UI badge/filter behavior could add visual noise for object-heavy issues; component tests and Storybook stories cover the intended surfaces. > Roadmap checked: `ROADMAP.md` references the plugin system as the current extension path and does not list a duplicate core feature. Related long-range docs discuss external references, work products, preview URLs, and plugin extension points; this PR implements the scoped external-object reference foundation. ## Model Used OpenAI Codex, GPT-5 coding-agent runtime, with shell and GitHub CLI tool use. Reasoning mode: medium. Exact deployed runtime model ID and context window were not exposed in the environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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547463d3a2 |
refactor(environments): make execution environments instance-scoped (#8375)
## Thinking Path > - Paperclip is the control plane for AI-agent companies, so execution environment selection has to stay inspectable and predictable across companies, agents, and runs. > - The environment subsystem decides where an agent heartbeat actually runs and how remote sandbox state is realized and restored. > - That subsystem previously mixed company-scoped environment catalogs with issue-level environment stamping, so a reassigned issue could keep executing in the previous assignee's sandbox. > - That behavior breaks the control-plane contract: changing the assignee should change the executing agent/environment path unless there is an explicit current override. > - Fixing it cleanly required more than a narrow patch; the environment model had to move to instance scope with a single inherited default and per-agent override semantics. > - This pull request rewires the schema, server/API surface, runtime resolution, and UI around that model, then adds regression coverage for cross-company inheritance and per-agent isolation. > - The benefit is that environment choice now follows the approved instance/agent configuration path instead of stale issue state, while shared environments only need to be configured once per instance. ## Linked Issues or Issue Description - No directly matching public GitHub issue or PR was found while searching for this refactor. ### What happened? Reassigning work between agents with different execution environments could keep running in the previous sandbox because environment choice was stamped onto the issue and outranked the current assignee. The same subsystem also forced environment catalogs to be duplicated per company even though the underlying execution environments were instance-wide resources. ### Expected behavior Execution should resolve through the current instance and agent configuration path, with one instance-scoped environment catalog, one instance default, optional per-agent override, and no stale issue-level environment authority surviving reassignment. ### Steps to reproduce 1. Configure two agents to use different execution environments. 2. Assign an issue to the first agent so the issue records execution state in that environment. 3. Reassign the same issue to the second agent and run another heartbeat. 4. Observe that the pre-fix runtime can still sync or execute in the original sandbox instead of the second agent's environment. ### Paperclip version or commit Current `master` before this PR. ### Deployment mode Self-hosted server. ### Installation method Built from source (`pnpm dev` / `pnpm build`). ### Agent adapter(s) involved - Claude Code - Not adapter-specific (core bug in environment authority / resolution) ### Database mode External Postgres. ### Access context Both board reassignment and agent heartbeats were involved. ## What Changed - Moved environments and their default selection contract to instance scope in DB/shared types, including the migration that dedupes legacy per-company environments and seeds the instance local default. - Reworked environment CRUD/auth flows to use instance-scoped APIs and added route/service coverage for instance-level environment management. - Changed runtime resolution to prefer `agent default -> instance default -> built-in local`, removed issue-level environment stamping from the active execution path, and isolated sandbox/plugin leases by `(executionWorkspaceId, agentId)`. - Added environment env-var runtime precedence so environment-provided values act as the baseline for agent execution. - Moved the environment UI into instance settings and updated agent configuration surfaces to reflect inherit/override behavior. - Added regression coverage for instance-default inheritance across companies and for the new runtime resolution behavior. - Fixed a rebase-only duplicate `enableTaskWatchdogs` flag regression in instance settings types/validators/services so the branch typechecks cleanly on current `master`. - Updated stale server tests so CI matches the shipped instance-scoped environment contract. ## Verification - `git diff --check` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run server/src/__tests__/environment-runtime-driver-contract.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/environment-routes.test.ts server/src/__tests__/environment-instance-routes.test.ts server/src/__tests__/execution-workspace-policy.test.ts server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/instance-settings-routes.test.ts` ## Risks - The migration changes environment scope and dedupes existing rows, so installs with unusual legacy environment combinations should be reviewed carefully during upgrade. - Remote execution behavior now depends on instance-default inheritance semantics instead of issue-level stamping, so any remaining code paths that still assume issue-scoped environment authority would surface as follow-up bugs. - This PR includes both server/runtime behavior and UI relocation, so reviewers should watch for authorization edge cases around instance settings and environment management. > I checked [`ROADMAP.md`](ROADMAP.md). This work fits the existing Cloud / Sandbox agents direction as a bug-fix/refactor to current behavior, not a new parallel product surface. ## Model Used - OpenAI Codex coding agent in this Paperclip/Codex session; GPT-5-class tool-using model with code execution and shell access. The exact backend model ID is not exposed to the session 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 - [ ] 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 - [ ] 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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a71c4b6782 |
[codex] feat(watchdog): add task watchdog control plane (#8339)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task lifecycle and recovery subsystems decide when agent work is still productive, stalled, or ready for review. > - Existing recovery paths can observe stopped or incomplete work, but there was no first-class per-task watchdog model with scoped review permissions. > - Watchdog follow-ups also need strict boundaries so recovery/status-only runs cannot mutate approvals or perform deliverable work. > - This pull request adds the task watchdog data model, API/service layer, scheduler/review flow, adapter wake context, UI configuration surfaces, and docs. > - The branch has been rebased onto current `paperclipai/paperclip` `master`; the watchdog migration is now ordered after master's latest migrations as `0104_issue_watchdogs`. > - The benefit is a more explicit task-review loop that preserves Paperclip's single-assignee and governance invariants while making stalled work easier to route. ## Linked Issues or Issue Description No linked GitHub issue. Paperclip task: [PAP-11275](/PAP/issues/PAP-11275). ## Problem or motivation Task recovery needs a first-class watchdog path that can inspect stopped work and create scoped follow-ups without bypassing normal task ownership. Board/UI users need a way to configure watchdogs on tasks and see watchdog-related live work. Recovery/status-only runs must remain limited to status reporting and must not create approvals, link approvals, or submit approval comments. ## Proposed solution Add a task-watchdog data model, scheduler/classifier, scoped mutation guard, adapter wake context, API/UI configuration surfaces, and documentation so watchdog agents can review stopped task subtrees under explicit boundaries. ## Alternatives considered Reuse the existing recovery-action flow only. That would keep stopped-work detection implicit, make per-task watchdog assignment harder to expose in the UI, and would not provide a durable scoped-review issue for stalled task trees. ## Roadmap alignment This is Paperclip control-plane lifecycle infrastructure for task execution and recovery. I checked `ROADMAP.md`; this PR does not duplicate an existing planned core item. ## What Changed - Added issue watchdog schema, migration, shared contracts, validators, CRUD API, and service support. - Added task watchdog scheduler/classifier behavior, scoped mutation enforcement, adapter wake context, and default watchdog mandate guidance. - Added UI surfaces for configuring watchdogs on new/existing tasks, viewing watchdog activity, and exposing the experimental setting. - Added docs for the user-facing task watchdog workflow and implementation semantics. - Gated new-task watchdog setup behind `enableTaskWatchdogs` and blocked cheap status-only recovery runs from approval mutations. - Rebased onto current `master` and renumbered the idempotent watchdog migration from the branch-local `0102_issue_watchdogs` slot to `0104_issue_watchdogs`. - Addressed Greptile feedback by loading watchdog classifier input with a recursive subtree query and centralizing the watchdog origin-kind constant. - Added and updated focused server/UI tests for watchdog routes, scheduler/classifier behavior, scope boundaries, live task visibility, settings, and new issue dialog behavior. ## Verification - `pnpm vitest run server/src/__tests__/task-watchdogs-scheduler.test.ts server/src/__tests__/task-watchdogs-classifier.test.ts` - `pnpm vitest run server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - `pnpm vitest run ui/src/components/NewIssueDialog.test.tsx` - `pnpm --filter @paperclipai/server typecheck` - `git diff --check` - Verified the PR diff does not include `pnpm-lock.yaml` or `.github/workflows`. ## Risks - Medium risk: this introduces a new task lifecycle surface touching DB schema, server routes/services, adapter wake context, and UI task configuration. - Watchdog scheduling behavior depends on the new experimental setting and runtime context checks behaving consistently across local and production agents. - The watchdog migration is idempotent (`IF NOT EXISTS` / duplicate-object guards) so users who tried the previous branch-local migration number should not get duplicate-object failures. - CI and the second Greptile pass are pending after the latest review-fix push. > 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-class coding agent in the Paperclip workspace. Exact runtime model id and context window were not exposed to the agent; tool use and local command execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have 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 — N/A per Paperclip task instruction: do not add screenshots/images to this PR unless they are specifically part of the work. - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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fc95699fde |
fix(server): enforce agent secret binding sync across lifecycle flows (#8307)
## Thinking Path > - Paperclip is the control plane people use to create, configure, and run AI agents for work. > - This change sits in the server-side agent lifecycle and secret-binding subsystem, where adapter config `env` entries can reference company secrets. > - An incident (while trying to configure a Novita sandbox) showed that an agent can reach a broken runtime state if `adapterConfig.env` contains `secret_ref` entries but the matching `company_secret_bindings` rows are missing. > - The immediate run-path guard and error-surfacing work made the failure diagnosable, but they did not fully prevent new broken agents from being created. > - The risk came from create and approval flows being responsible for remembering to sync bindings at each call site, which is easy to miss as new flows are added. > - This pull request moves the invariant into `agentService` create/update/activate paths, keeps the existing hire-flow fix, and adds regression coverage for create, update, and legacy pending-approval recovery. > - The benefit is that agent secret binding integrity is enforced closer to the data mutation point, so future callers inherit the protection automatically. ## Linked Issues or Issue Description Refs #8309 ### What happened? A Paperclip agent could persist `adapterConfig.env` `secret_ref` entries without matching agent-scoped `company_secret_bindings` rows. When that happened, the config UI could still look configured, but the real run path failed pre-dispatch because the secret was not actually bound to that agent. ### Expected behavior Every normal agent create, config-update, and pending-approval activation flow should leave the agent with secret bindings that match its persisted secret-ref env config. ### Steps to reproduce 1. Create or activate an agent through a flow that persists `adapterConfig.env` secret refs without synchronizing `company_secret_bindings`. 2. Observe that the config state can still appear populated. 3. Start a run for that agent. 4. Observe that pre-dispatch binding validation fails because the secret reference exists but the agent binding does not. ### Deployment mode Local dev (`pnpm dev`) ### Installation method Built from source (`pnpm dev` / `pnpm build`) ### Agent adapter(s) involved - Claude Code - Not adapter-specific (core bug) ### Database mode Embedded PGlite / embedded local dev database flow ### Access context Board (human operator) created or approved the agent; agent runtime later consumed the config. ### Additional context This PR focuses on preventing new broken states from normal service flows and on backfilling the covered legacy pending-approval activation path. ## What Changed - Kept the existing branch-local hire-flow fix that synchronized bindings for route and approval paths. - Moved the binding integrity invariant into `agentService.create()`, `agentService.update()` when `adapterConfig` changes, and `agentService.activatePendingApproval()`. - Added `server/src/__tests__/agents-service-secret-bindings.test.ts` covering create-time sync, update-time resync, and backfill for legacy pending-approval agents. - Removed now-redundant route-layer and approval-layer binding sync calls once the service layer became authoritative. - Simplified the affected unit tests so route/approval tests no longer assert service-owned binding writes directly. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run server/src/__tests__/agents-service-secret-bindings.test.ts server/src/__tests__/approvals-service.test.ts server/src/__tests__/agent-skills-routes.test.ts` ## Risks - Low to medium risk. - This changes where secret-binding synchronization is enforced, so any unexpected caller that relied on upper-layer manual sync behavior could behave differently. - Agent create/update/activation flows now perform binding synchronization consistently, which adds binding-table writes at those mutation points. - This PR does not retroactively scan and heal every already-broken historical agent row; it prevents and backfills through the covered service flows. > 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 Codex class model via `codex_local` - Session model family: GPT-5 Codex - Tool-assisted coding with shell, git, HTTP, and local test execution - Reasoning mode: medium interactive tool-use 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 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> |
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f3e01c63bd |
fix(environments): partial unique index to dedup managed sandbox rows (#8247)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The `server/services/environments.ts` module lazily provisions a
managed Kubernetes sandbox environment for each company on first
heartbeat. Idempotency relies on `ensureKubernetesEnvironment` returning
the single managed row per company.
> - The `(company_id, driver)` unique index in the `environments` schema
is partial on `driver='local'` only, so two concurrent callers (e.g.
simultaneous first heartbeats from a freshly synced tenant) can both
insert a `driver='sandbox'` row before either sees the other.
> - The function tried to converge after the race by re-reading, picking
the oldest managed row as winner, and deleting the loser. Under
autocommit + read-committed, each post-insert SELECT is a fresh snapshot
— A may not see B's row, B may not see A's, so both pick their own and
neither deletes. Two rows survive.
> - The same race fired in CI as `expected 2 to be 1` at
`environment-service.test.ts:293`, gating multiple unrelated PRs on
retries.
> - This pull request encodes the operator-level invariant ("at most one
Paperclip-managed sandbox row per company") at the DB layer with a
partial unique index, then switches `ensureKubernetesEnvironment` to
`INSERT … ON CONFLICT DO NOTHING` keyed on that index. Losers re-read
the surviving row.
> - The benefit is the race is impossible by construction — no
application-side convergence loop, no test flake, and any future
`ensureXyzSandboxEnvironment` that sets `managedByPaperclip=true`
inherits the invariant for free.
## Linked Issues or Issue Description
Paperclip issue: PAPA-783 — implement managed-sandbox dedup fix (phase 2
of the approved plan on the parent flake-investigation issue).
This is the phase-2 fix for the flaky `environmentService > deduplicates
concurrent managed Kubernetes environment creation` test introduced by
`4ad94d0bd` (PR #7938). Failing CI runs since then on at least PRs
#7595, #8233, #8215, #8212. The plan was reviewed and approved on the
parent issue before implementation.
Closely related (not duplicates):
- PR #7938 — introduced the test and the in-process convergence loop
being replaced here.
- PR #7595, PR #8233, PR #8215, PR #8212 — downstream PRs affected by
the flake; one of them will be rebased onto this fix as the acceptance
gate.
## What Changed
- `packages/db/src/schema/environments.ts`: added
`environments_company_managed_sandbox_idx`, a partial unique index on
`(company_id) WHERE driver='sandbox' AND
(metadata->>'managedByPaperclip')::boolean = true`. The umbrella
`managedByPaperclip` predicate covers any current or future
Paperclip-managed sandbox flavor without needing a new index per
provider.
- `packages/db/src/migrations/0102_managed_sandbox_dedup_index.sql`:
one-shot dedup `DELETE` keeping the oldest managed-sandbox row per
`company_id` (scoped to `driver='sandbox' AND managedByPaperclip=true`),
`RAISE NOTICE` if any duplicates were removed, then `CREATE UNIQUE INDEX
IF NOT EXISTS environments_company_managed_sandbox_idx`. `CONCURRENTLY`
is omitted because the codebase's migration runner wraps each file in a
transaction (see `applyPendingMigrationsManually`); the table holds 1–3
rows per company, so the short lock is acceptable and consistent with
every other migration in the repo.
- `server/src/services/environments.ts`: `ensureKubernetesEnvironment`
now uses `INSERT … ON CONFLICT DO NOTHING` keyed on the new index. On
conflict it re-reads the surviving managed-sandbox row and returns it.
Drops the post-insert convergence (re-read by `createdAt ASC, id ASC`,
delete the loser) and the trailing comment that flagged "until a partial
unique index is added via migration" as the proper long-term fix.
- Unused `asc` import removed from
`server/src/services/environments.ts`.
## Verification
Local (matches the success criteria in the issue body):
```
$ cd server
$ passes=0; for i in $(seq 1 20); do
pnpm vitest run src/__tests__/environment-service.test.ts -t "deduplicates concurrent" \
&& passes=$((passes+1)) || break
done; echo "$passes/20"
20/20
$ passes=0; for i in $(seq 1 10); do
pnpm vitest run src/__tests__/environment-service.test.ts \
&& passes=$((passes+1)) || break
done; echo "$passes/10"
10/10
```
Adversarial fan-out stress (temporarily bumped `Array.from({ length: 8
}, …)` to `length: 32` on both dedup tests; reverted before commit):
```
$ # both dedup tests fan-out-of-32, 10 iterations
10/10
```
Two ensure paths exist in the parent plan, but only
`ensureKubernetesEnvironment` is on `master`.
`ensureManagedSandboxEnvironment` (referenced by the approved plan as
commit `dce9a9622`) lives only on an unmerged feature branch, not
master. The plan's helper-extraction and symmetric dedup test for that
path are deferred to whichever PR lands the second ensure path — it
inherits the same DB invariant by setting `managedByPaperclip=true`.
Discrepancy was flagged on the issue thread before implementation.
Typecheck:
```
$ pnpm -C server typecheck
ok
```
## Risks
Low risk.
- **Migration safety.** `IF NOT EXISTS` on the index makes the migration
idempotent. The dedup `DELETE` is bounded to rows matching the
managed-sandbox predicate; in production this should be a no-op (no race
has been reported in the wild — only in CI). On dev/CI DBs that already
accumulated duplicates, the migration emits a `NOTICE` reporting the
count.
- **No `CONCURRENTLY`.** The migration runner wraps each `.sql` file in
a transaction, which is incompatible with `CREATE INDEX CONCURRENTLY`.
The `environments` table holds 1–3 rows per company and the row count is
bounded by company count; the short ACCESS EXCLUSIVE during `CREATE
UNIQUE INDEX` is acceptable here and matches every other index migration
in the repo.
- **Predicate scope.** The partial index predicate matches exactly the
rows that `ensureKubernetesEnvironment` writes (`driver='sandbox'` with
`metadata.managedByPaperclip=true`). Tenant-created sandbox envs (via
`svc.create`) do not set this marker and are not covered — no false
positives, no surprise constraint violations on unrelated inserts.
## Model Used
Claude (Anthropic), `claude-opus-4-7`. Tool use: code edit + bash +
filesystem search; no extended-thinking mode.
## 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
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge
Co-authored-by: Paperclip <noreply@paperclip.ing>
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05bcd3ce84 |
feat(security): plugin tables get company_id FK for tenant isolation (#5865)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The plugin subsystem persists state into four tables (`plugin_entities`, `plugin_job_runs`, `plugin_logs`, `plugin_webhook_deliveries`) and those rows currently have no notion of an owning tenant — so company-deletion doesn't cascade plugin state, and operators have no way to query "what does this plugin own for company X?" > - The fix is one thin slice of tenant-isolation hygiene that doesn't change any external API: add a nullable `company_id` FK with `ON DELETE CASCADE` to the four plugin tables, index it, and scope the `plugin_entities` external-id uniqueness per-tenant > - The benefit is plugin-row tenant attribution + cascade cleanup, with zero impact on single-tenant local-first deploys (`NULL` continues to mean instance-scope) > **Rebase note (scope narrowed):** This PR originally also hardened the schedulers (`heartbeat.tickTimers` / `resumeQueuedRuns` / `enqueueWakeup` and `routines.tickScheduledTriggers`) to skip archived companies. That half has since landed on `master` via #7478 (`93206f73`, "Stop archived companies from waking agents") with a stricter implementation (`status != 'active'` plus a skipped-request audit row). On rebase those changes were dropped as redundant — `heartbeat.ts` and `routines.ts` are now identical to `master`, and the scheduler-specific tests were removed. **This PR is now DB-only.** ## Linked Issues or Issue Description No existing issue covers this directly — problem described in-PR: - Four plugin tables (`plugin_entities`, `plugin_job_runs`, `plugin_logs`, `plugin_webhook_deliveries`) persist rows with no notion of an owning tenant. - Company deletion therefore does not cascade plugin state, and operators have no way to query "what does this plugin own for company X?" - One thin slice of tenant-isolation hygiene fixes this without changing any external API: a nullable `company_id` FK with `ON DELETE CASCADE`, an index, and per-tenant scoping of the `plugin_entities` external-id uniqueness. - Part of the multi-tenant hardening initiative alongside #3967 (cross-tenant 404 oracle) and #5864 (per-company JWT keys). ## What Changed **Schema (`packages/db/src/schema/plugin_*.ts`):** - Nullable `companyId` FK with `onDelete: "cascade"` added to `plugin_entities`, `plugin_job_runs`, `plugin_logs`, `plugin_webhook_deliveries`. - A btree index on each new `company_id` column (`<table>_company_idx`). - `plugin_entities_external_idx` rescoped from `(plugin_id, entity_type, external_id)` to `(company_id, plugin_id, entity_type, external_id)` and switched to `UNIQUE … NULLS NOT DISTINCT` so instance-scope rows (`company_id IS NULL`) keep their dedup guarantee while tenants get their own namespace. **Migration:** - `0095_plugin_company_id_tenant_isolation.sql` — 14 statements: 4 column adds + 4 FK constraints (`ON DELETE CASCADE`) + 4 indexes + drop/recreate of the external-id unique constraint. - Journal entry + regenerated `0095_snapshot.json`. **Tests:** - `server/src/__tests__/plugin-tenant-isolation.test.ts` — `NULL` preserves backward compat; `CASCADE` on company delete across all four tables; per-tenant external-id namespacing; NULL-NULL collision rejected (`NULLS NOT DISTINCT`). ## Verification - `pnpm --filter @paperclipai/db run check:migrations` — pass. - `pnpm --filter @paperclipai/db typecheck` (`tsc`) — pass. - `vitest run plugin-tenant-isolation` — **4/4 pass** (embedded Postgres applies `0095` and exercises cascade + NULLS NOT DISTINCT). ## Notes - **Clean snapshot, no drift.** The earlier revision of this PR shipped a ~17.6k-line meta snapshot that was almost entirely pre-existing drift. On rebase the migration was renumbered (the old `0090_brainy_darkhawk` collided with `master`'s `0090_resource_memberships … 0094`) and regenerated from the current `master` baseline via `drizzle-kit generate`. The result is a 14-statement migration containing **only** the plugin-table changes — no unrelated drift. - **Backward-compatible.** `NULL company_id` continues to mean instance-scope (cron jobs, public webhooks). No new env vars, no API surface change. Single-tenant local-first deploys unaffected. ## Risks - **Migration is additive and nullable** — `0095` adds nullable `company_id` columns, FK constraints, and indexes; existing rows stay valid (`NULL` keeps meaning instance-scope) and no backfill is required. - **`ON DELETE CASCADE` is a behavioral change**: deleting a company now removes its plugin rows across all four tables. Intended (it is the point of the PR), but operators relying on plugin rows surviving company deletion would be affected. Covered by the cascade tests. - **Uniqueness semantics change on `plugin_entities`**: the external-id constraint is rescoped per-tenant and switched to `UNIQUE … NULLS NOT DISTINCT`, so two instance-scope rows (`company_id IS NULL`) with the same external id are now rejected instead of coexisting. Covered by the NULL-NULL collision test. - **No API surface change, no new env vars.** Single-tenant local-first deploys unaffected. (Section added retroactively to match the PR template; distilled from the What Changed / Notes sections above.) ## Model Used Same authoring setup as #5864 (same series, same day): Claude Opus 4.7 (1M context), extended thinking mode. (Section added retroactively.) ## Checklist - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] Tests run locally and pass (plugin-tenant-isolation 4/4) - [x] `check:migrations` + db typecheck pass - [x] No UI changes - [x] Migration carries only the intended changes (no snapshot drift) - [x] Scheduler half dropped as superseded by #7478 Part of the multi-tenant hardening initiative — see also #3967 (cross-tenant 404 oracle) and #5864 (per-company JWT keys). --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Co-authored-by: Devin Foley <devin@paperclip.ing> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |
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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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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> |
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1afc8b1a60 | Add missing migration snapshot for comment deletion | ||
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7f70759e61 | Redact deleted issue comments | ||
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93206f73fa |
fix: Stop archived companies from waking agents (#7478)
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - Each agent has a heartbeat scheduler that wakes it on timers and on
events; every wake spawns an adapter (Claude / Codex / …) run that bills
the operator's subscription
> - When an operator archives a company, the agents inside it remain in
invokable states — the heartbeat scheduler never consults company status
— so timers keep firing and event-driven wakes (comments, mentions,
blockers-resolved, etc.) keep cascading
> - On real deployments this silently drains the operator's
subscription: idle archived companies wake their CEOs hourly, plus any
cross-company event cascade
> - This pull request enforces "archived ⇒ never spawns a run" as a
structural invariant by guarding the wake path AND cascading agent state
on archive/reactivate
> - The benefit is that archived companies stop billing the operator,
and the UI/queue stays consistent with the invariant
## What Changed
- `server/src/services/heartbeat.ts`:
- `enqueueWakeup()` loads the company and short-circuits when status is
not `active`. Background sources (timer, automation, events) write a
`company.inactive` skipped wake and return `null`; explicit user invokes
throw a `conflict` so the UI surfaces the real reason.
- `tickTimers()` joins agents to active companies so the scheduler does
not iterate archived-company agents at all (no skip-row noise).
- `server/src/services/companies.ts`:
- `archive(id, actor?)` pauses runnable agents with `pauseReason =
"company_archived"` inside the transaction (preserving
`pending_approval`, `terminated`, and agents paused for unrelated
reasons), then cancels `queued`/`running` heartbeat runs after the
transaction commits.
- `update(id, data, actor?)` reverses the cascade only for agents whose
`pauseReason === "company_archived"` on the `archived → active`
transition; manually-paused agents stay paused.
- Both methods emit activity-log entries (`company.archived` with
`agentsPaused` + `runsCancelled`, `company.reactivated` with
`agentsRestored`) so the audit trail fires regardless of caller.
- `packages/shared/src/constants.ts` + `server/src/services/budgets.ts`:
add `company_archived` to the legal `PauseReason` union so the
restorable marker is a first-class value.
-
`packages/db/src/migrations/0094_backfill_archived_company_agent_pauses.sql`:
backfill so existing archived-company agents become `paused /
company_archived` (excludes `pending_approval`).
- `ui/src/lib/activity-format.ts`: add the `company.reactivated` label.
## Verification
- `npx vitest run src/__tests__/companies-service.test.ts` — archive
cascade, reactivate cascade, and activity-log entries (with counts) all
pass.
- `npx vitest run
src/__tests__/heartbeat-archived-company-guard.test.ts` — timer +
on-demand + event-wake paths all blocked for archived companies;
`company.inactive` skipped-wake row written; user-initiated wakes throw
`conflict`.
- `pnpm typecheck` — clean.
- Manual repro from the bug description: archive a company, wait an
interval / post a comment on one of its issues, observe zero new
heartbeat runs.
## Risks
- Migration `0094` is a single bulk UPDATE on `agents` joined to
archived `companies`. On large deployments it briefly holds row locks on
archived-company agent rows; should be quick because the predicate is
narrow (`status NOT IN (paused, terminated, pending_approval)` and
`companies.status = 'archived'`).
- New `pauseReason` value (`company_archived`) is opaque to older
clients that only know the previous union. Acceptable because the union
is read as plain text and the contract is sync'd in the same change.
- Behavior change for users: invoking an agent in an archived company
now fails with a conflict instead of silently spawning a run. Intended.
## Model Used
- Claude (Anthropic) — model `claude-opus-4-7` ("Opus 4.7"), Claude Code
CLI, with tool use (Read/Edit/Bash/Grep). No extended thinking mode.
## 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 — N/A, no UI changes beyond an activity-log label string
- [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
## Related Work
Fixes #1348 (`[Bug] Archived companies still running heartbeats and
consuming tokens`).
Prior attempts and parallel work in this area:
- #1365 and #1429 by @hungdqdesign (March 2026) — both closed without
merging. Same three-layer shape (`tickTimers` / `enqueueWakeup` /
`resumeQueuedRuns` + archive-route cancellation) targeting #1348. Credit
for first publicly proposing the wake-path-guard approach.
- #5865 by @stubbi (May 2026, open) — adds the same `companies.status !=
'archived'` joins to `tickTimers`, `enqueueWakeup`, `resumeQueuedRuns`,
**and** routines `tickScheduledTriggers`, bundled with plugin-table
tenant isolation (`plugin_entities` / `plugin_job_runs` / `plugin_logs`
/ `plugin_webhook_deliveries` get a `companyId` FK with `ON DELETE
CASCADE`). This PR is narrower — it does not touch routines or plugin
tables — but adds the **archive cascade** (pause agents with
`pauseReason = "company_archived"`), the **reactivate reverse**
(un-pause only that subset), the **`company_archived` pause-reason
marker**, and a **backfill migration** for pre-existing archived
companies, which #5865 does not include. Happy to coordinate sequencing
or rebase if #5865 lands first.
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1f70fd9a22 |
PAPA-430: workspace finalize gates + no-remote-git enforcement (#6969)
## Thinking Path > - Paperclip orchestrates AI agents across isolated execution workspaces; the local cwd is the only persistence boundary between runs. > - Workspace lifecycle (worktree_prepare → execute → workspace_finalize) and the wake/accept flow are what guarantee that dependent issues see a consistent worktree. > - PAPA-380 / PAPA-431 / PAPA-432 / PAPA-440 surfaced three holes in that contract: silent env reuse across assignees, dependent wakes firing before finalize, and `issue.interaction.accept` advancing before finalize landed. > - PAPA-441 / PAPA-442 then needed to document the "no remote git" contract and prevent future adapter/runtime code from quietly reintroducing `git push` as a backdoor sync. > - This pull request lands those server fixes, the static `check-no-git-push` enforcement, the AUTHORING.md cross-link, and the Cody-review follow-ups on the PAPA-430 thread. > - The benefit is that finalize is a real barrier — board accepts, dependent wakes, and operator-set env all respect it — and adapter code can't bypass it via raw `git push`. ## What Changed - **server (PAPA-380, PAPA-431):** `execution-workspace-policy` refuses silent env reuse when the assignee's resolved env disagrees with the workspace it would inherit. The inheritance protection is now scoped to the actual inheritance signal — explicit issue-level `environmentId` is honored even when the agent's default env is `null`. - **server (PAPA-432):** `heartbeat.ts` gates dependent wakes on `listUnfinalizedExecutionWorkspaceIds`, and writes a `workspace_finalize` row on the succeeded path. Write failures now surface instead of being swallowed so dependents aren't silently stranded behind a missing row. - **server (PAPA-440):** `issue-thread-interactions.acceptInteraction` adds a workspace_finalize precondition for `request_confirmation` (not `suggest_tasks`). Accept returns 409 if finalize hasn't succeeded for the latest workspace operation. - **ci (PAPA-442):** new `scripts/check-no-git-push.mjs` static check scans `packages/adapters/`, `packages/adapter-utils/`, `server/src/`, and `cli/src/` for any `git push` invocation (string or args-array). Wired into the `policy` PR job and `test:release-registry`. Operators can opt in per-call with `// paperclip:allow-git-push: <reason>`. Release scripts are out of scope by design. - **docs (PAPA-441):** `AUTHORING.md` documents the no-remote-git contract and cross-links the static check so adapter authors learn the rule and the enforcement together. - **review follow-up (PAPA-430, Cody):** three fixes — env resolver bug, accept-gate scope (request_confirmation only), and finalize record write on the succeeded path. ## Verification - `pnpm exec vitest run server/src/__tests__/execution-workspace-policy.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts` → 33/33 pass - `node scripts/check-no-git-push.test.mjs` → check covers string form, args-array form, comment exclusions, and per-line allow-comment. - Manual: server compiles; the policy job runs the check in <1s before heavier jobs. ## Risks - **Behavioral shift in accept:** boards accepting `request_confirmation` while finalize is in-flight now get 409s. This is intentional — they can retry — but it changes timing on a hot path. `suggest_tasks` is unaffected. - **Workspace policy:** the env-reuse refusal is a new error path. Issues that previously silently reused an env from a different-assignee workspace will now fail-loud; the resolver still honors explicit issue-level `executionWorkspaceSettings.environmentId`. - **CI rule:** any future legitimate `git push` in scoped dirs must be marked with the allow-comment, which is the intended ergonomic. ## Model Used - Claude Opus 4.7 (`claude-opus-4-7`, extended thinking), via Claude Code in the Paperclip executor adapter. ## 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 (N/A — server/CI/docs only) - [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 Closes related issues: PAPA-430, PAPA-380, PAPA-431, PAPA-432, PAPA-440, PAPA-441, PAPA-442 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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d9f91576a0 |
Add accepted-plan decomposition exact-once guards and UI state (#6831)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies, so planning approvals and child-issue fan-out are part of the core control-plane loop. > - Accepted plans are supposed to be a safe bridge from planning into execution, especially when agents wake from review decisions and reuse isolated workspaces. > - The duplicate-subtask incident showed that an accepted plan revision could be interpreted more than once across overlapping runs, which broke the single-source-of-truth model for issue decomposition. > - Fixing that required tightening the backend contract first: accepted-plan decomposition needs an exact-once fingerprint, durable claim state, and retry-safe child creation. > - Once that backend behavior existed, the board still needed visibility into what happened, so the issue detail view needed a dedicated decomposition section instead of forcing operators to reconstruct child creation from raw activity. > - This pull request adds the exact-once decomposition primitive, hardens wake routing and regressions around the incident, and surfaces decomposition state in the UI so future incidents are both prevented and easier to inspect. ## What Changed - Added accepted-plan decomposition semantics to `doc/execution-semantics.md`, including the exact-once fingerprint, durable claim/result expectations, and retry/resume behavior. - Added persistent accepted-plan decomposition claims in the backend, including schema, shared types/validators, service logic, and issue routes for creating and listing decomposition state. - Hardened heartbeat routing so an accepted-plan continuation stays scoped to the relevant planning issue instead of opportunistically re-decomposing another accepted issue on the same assignee. - Added regression coverage for the original failure modes: concurrent same-parent retries, cross-issue accepted-plan isolation, and partial child recreation under the same fingerprint. - Added the `Plan decomposition` issue-detail section plus supporting API/query-key/activity formatting updates so operators can see revision status, owner, child counts, and the linked child issues directly in the UI. - Included the small follow-up UI fix so the decomposition section still renders when the issue work mode is no longer `planning`. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "lists persisted decompositions with child issue summaries"` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "accepted plan decomposition" server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts server/src/__tests__/heartbeat-context-summary.test.ts` - Manual UI path: create a planning issue without an isolated execution workspace, add a `plan` document, accept the `request_confirmation`, let Paperclip create child issues, then reopen the parent issue detail page and confirm the `Plan decomposition` section shows the accepted revision, status, idempotent-claim badge, and child links. - Separate follow-up bug noted during manual UI validation: accepting a plan on an issue whose run never records `workspace_finalize` is tracked in `PAPA-445` and is not part of this PR’s fix scope. ## Risks - This adds a new migration and a large Drizzle snapshot update; reviewers should confirm the schema shape and generated metadata match the intended decomposition table. - The exact-once claim changes sit on the accepted-plan fan-out path, so regressions there could block legitimate child creation or mis-handle retries if the claim state machine is wrong. - The new UI only appears when decomposition records exist; reviewers should use the manual verification path above rather than expecting existing issues on a stale local instance to show the section automatically. - `PAPA-445` remains an open follow-up for the `workspace_finalize` accept gate when a planning handoff never records finalize; that bug can interfere with reproducing the UI flow on isolated workspaces but does not change the correctness of the exact-once decomposition feature itself. > Checked `ROADMAP.md`: this PR is a bug fix / control-plane hardening change for accepted-plan decomposition, not a new uncoordinated roadmap feature. ## Model Used - OpenAI Codex via Paperclip `codex_local` (GPT-5-based coding agent; exact backend model ID/context window not exposed in the run context), with repository tool use, shell execution, and code-editing capabilities. <img width="806" height="1069" alt="Screenshot 2026-05-27 at 11 05 48 PM" src="https://github.com/user-attachments/assets/5b00b670-96cd-4470-b0a3-581743bcae28" /> ## 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> |
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b7545823be |
[codex] Add document annotations and comments (#6733)
## Thinking Path > - Paperclip orchestrates AI-agent companies through issues, documents, runs, and durable company-scoped state. > - Issue documents are where agents and operators capture plans, handoffs, and work products. > - Before this change, document collaboration could only happen through whole-document edits and detached issue comments. > - Inline document annotations need stable anchors, revision-aware persistence, and UI affordances that do not break existing document editing. > - This pull request adds company-scoped document annotation threads, comments, anchor snapshots, API routes, and board UI. > - The benefit is that operators and agents can discuss specific document passages without losing context as documents evolve. ## What Changed - Added document annotation tables, schema exports, shared types, validators, anchor hashing, and text-anchor helpers. - Added server-side document annotation services and issue routes for listing, creating, commenting, resolving, and reopening annotation threads. - Included annotation summaries in relevant issue document reads and backup/recovery document workspace behavior. - Added React UI for inline document highlights, comment panels, mobile sheet behavior, deep-link focus, and resolved/open filtering. - Added annotation design artifacts, Storybook coverage, screenshots, and a screenshot helper script. - Rebased the branch onto current `paperclipai/paperclip` `master` and renumbered the annotation migration from `0085_old_swarm` to `0091_old_swarm`; the SQL uses `IF NOT EXISTS` guards so environments that previously applied the old migration number can safely apply the new one. - Adjusted the new annotation UI tests to use a local async flush helper because this workspace's React 19.2.4 export does not expose `React.act`. ## Verification - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/document-anchors.test.ts server/src/__tests__/document-annotation-routes.test.ts server/src/__tests__/document-annotations-service.test.ts ui/src/components/DocumentAnnotationLayer.test.tsx ui/src/components/IssueDocumentAnnotations.test.tsx ui/src/lib/document-annotation-hash.test.ts ui/src/lib/document-annotation-selection.test.ts` - Confirmed `git diff --check` passes. - Confirmed no `pnpm-lock.yaml` or `.github/workflows/*` files are included in the PR diff. ## Risks - Medium risk: this adds new persisted annotation tables and routes across db/shared/server/ui. - Migration risk is reduced by moving the branch migration to `0091_old_swarm` after upstream `0090_resource_memberships` and keeping the SQL idempotent for old `0085_old_swarm` adopters. - UI risk is mostly around text range anchoring and panel positioning across long documents, folded content, and mobile layouts; the PR includes focused unit coverage and design screenshots. > 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-using software engineering mode. Context window size is not exposed in this Paperclip 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 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> |
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9aea3e3d35 |
[codex] Add resource membership controls (#6677)
## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > 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 coding agent, tool-enabled shell/git workflow, context window not exposed by 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 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 Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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ad6effa65c |
[codex] Improve runtime and import reliability (#6549)
## Thinking Path > - Paperclip coordinates autonomous company work through local and hosted runtime surfaces. > - Local embedded Postgres and tenant import/export paths are foundational reliability pieces. > - A runtime failure in either path can stop agents or imports before useful work begins. > - The branch included remaining fixes for embedded native library bootstrap and async tenant import handling. > - This pull request groups those runtime/import reliability changes into one standalone PR. > - The benefit is a more robust local runtime and safer cloud tenant import behavior. ## What Changed - Prepared embedded Postgres native runtime before startup in CLI/server/test entrypoints. - Added embedded Postgres native bootstrap coverage. - Added async tenant import job handling and deferred validation coverage. - Kept the runtime/import changes based directly on current `origin/master` after related upstream PRs had already merged. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run packages/db/src/embedded-postgres-native.test.ts server/src/__tests__/company-portability-routes.test.ts` ## Risks - Medium-low: this touches startup/import paths, but the branch is small and covered by targeted tests. - The embedded Postgres change depends on platform-specific native-library behavior, so CI and follow-up checks should still verify supported runners. > 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 `codex_local`, tool-enabled coding session; exact context window not exposed by this 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 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 |
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e43b392a79 |
[codex] Add local Cloud Upstream sync (#6548)
## Thinking Path > - Paperclip is the control plane for AI-agent companies. > - Operators need a path to move local company state toward Paperclip Cloud without losing local-first control. > - The Cloud Upstream flow needs API, persistence, CLI, and board UI surfaces that agree on the same manifest/run model. > - The existing branch had the feature work plus UX and error-handling follow-ups. > - This pull request packages the remaining Cloud Upstream sync work into one standalone branch. > - The benefit is an inspectable local-to-cloud sync workflow with preview, conflicts, activation, and captured UX review states. ## What Changed - Added Cloud Upstream shared types, server routes/services, and persisted run schema/migration. - Added Paperclip Cloud CLI sync helpers and local connection storage. - Added the Cloud Upstream board UI, settings entry points, query keys, and UX lab page. - Added preview/activation checklist behavior, redirect handling, manifest-only preview support, friendly errors, in-flight hints, and entity count summaries. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run cli/src/__tests__/cloud.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts ui/src/pages/CloudUpstream.test.tsx ui/src/components/CompanySettingsSidebar.test.tsx` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/cloud-upstreams.test.ts` Worktree setup note: the isolated worktree install skipped native sqlite build scripts, so I copied the already-built local sqlite binding from the main checkout before running `server/src/__tests__/cloud-upstreams.test.ts`. The test then passed. ## Risks - Medium: this adds a database migration and a broad feature path across CLI/server/UI. - Merge order: this is the only PR in this split with a DB migration; merge it before any future Cloud Upstream migration follow-up. - Mitigation: the PR is based directly on current `origin/master`, has targeted route/service/UI tests, and keeps the feature behind existing experimental Cloud Sync settings. > 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 `codex_local`, tool-enabled coding session; exact context window not exposed by this 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, screenshot artifacts are intentionally omitted per reviewer request - [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 |
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38c185fb8b |
[codex] Add agent permissions and controls plan (#6386)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > 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 workflow with shell, git, and GitHub CLI access. ## 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> |
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c91a062326 |
[codex] Runtime control-plane fixes (#6380)
## Thinking Path > - Paperclip orchestrates AI agents through a server-side control plane > - That control plane depends on reliable issue state transitions, plugin lifecycle behavior, import limits, and startup/shutdown handling > - Several small runtime fixes had accumulated on the working branch and were mixed with larger feature work > - Keeping them separate makes the correctness fixes reviewable and mergeable without waiting for cloud-sync UI work > - This pull request groups the server/runtime control-plane fixes into one standalone branch > - The benefit is a tighter, safer runtime baseline for retries, imports, plugin migrations, feedback flushing, and trusted cloud import handling ## What Changed - Fixed updated issue list pagination sorting and scheduled retry comment handling. - Re-applied pending plugin migrations during hot reload and fixed plugin-schema worktree seed restore. - Hardened public tenant DB startup, portable import body limits, trusted cloud import errors, and trusted cloud tenant import mutation access. - Expired stale request confirmations after user comments. - Added feedback export shutdown hardening so database-unavailable flush loops stop cleanly. - Guarded plugin worker `error` event emission when no listener is registered. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/plugin-sdk build` - `npm run install --prefix node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts server/src/__tests__/plugin-lifecycle-restart.test.ts server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/body-limits.test.ts server/src/__tests__/feedback-flush-controller.test.ts server/src/__tests__/error-handler.test.ts server/src/__tests__/board-mutation-guard.test.ts packages/db/src/backup-lib.test.ts` initially exposed local setup issues and two 5s test timeouts. - Rerun after local prereq build: `pnpm exec vitest run --testTimeout 15000 server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/feedback-flush-controller.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` passed. - Some embedded Postgres-backed tests skipped on this host because local Postgres init was unavailable. ## Risks - Runtime-touching branch: startup/shutdown and issue interaction behavior should be reviewed carefully. - The feedback export change disables repeated flush attempts only for database connection-refused failures; other upload failures still log normally. - The plugin worker error guard avoids process crashes from unhandled EventEmitter errors but may hide errors from code paths that expected an emitted listener. > 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 local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter 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 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> |
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705c1b8d81 |
[codex] Add routine env secrets support (#6212)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Scheduled routines are the control-plane path for recurring agent work. > - Routines already had dispatch/history, but their runtime environment did not carry routine-owned secret bindings through execution. > - Operators need routine-specific secrets that can override project/agent env without exposing secret values in history, logs, or access events. > - This pull request adds the routine env runtime contract, wires it into execution, and makes the routine UI/history surfaces show safe secret metadata. > - The benefit is that routine executions can use scoped secret refs predictably while preserving company boundaries and auditability. ## What Changed - Added routine env persistence/runtime support, including `routines.env`, `routine_runs.routine_revision_id`, revision snapshots, and idempotent migration `0086_routine_env_runtime_contract`. - Resolved routine env during heartbeat adapter config assembly with precedence `agent < project < routine` and secret access events recorded against the routine consumer. - Added secret binding synchronization for routine create/update/restore flows and guarded cross-company, missing, disabled, and deleted secret cases. - Added a Secrets tab to routine detail, env/secret history diff rendering, and Storybook coverage for the new UI states. - Added server/UI regression tests, including an embedded-Postgres QA path for routine secret execution and restore behavior. - Updated implementation/database docs for routine env and secret-binding behavior. ## Verification - `pnpm install --frozen-lockfile` after rebasing onto `public-gh/master` to refresh workspace links for the newly-added upstream Grok adapter package. - `pnpm exec vitest run server/src/__tests__/heartbeat-project-env.test.ts server/src/__tests__/routines-service.test.ts server/src/__tests__/secrets-service.test.ts server/src/__tests__/qa-routine-secrets-e2e.test.ts ui/src/components/RoutineHistoryTab.test.tsx` passed: 5 files, 92 tests. - `pnpm -r typecheck` passed across the workspace. - `pnpm build` passed. Vite emitted the existing large-chunk/dynamic-import warnings. - UI screenshots were captured locally during QA in `artifacts/pap-9521/` and `artifacts/pap-9522/`; generated screenshots are not committed to avoid adding binary artifacts to the repo. ## Risks - Migration risk is limited by `IF NOT EXISTS` guards for the new columns, FK, and index, and the migration is ordered as `0086` immediately after upstream `0085`. - Runtime behavior changes env precedence for routine executions by adding routine env as the highest-precedence layer; tests cover agent/project/routine precedence. - Secret handling is security-sensitive; tests cover value-free manifests/events/errors, disabled/missing/deleted secrets, and cross-company rejection. - UI history now renders routine env/secret diffs; tests and Storybook stories cover the main rendering paths. > 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 based on GPT-5, with shell/tool use and medium reasoning effort. ## 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> |
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03ad5c5bea |
[codex] Add issue document locking (#6009)
## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## 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 - [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> |
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0808b388ee |
[codex] Add source-scoped recovery actions (#5599)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where work must end with a clear disposition rather than ambiguous agent liveness. > - Recovery currently detects stalled or missing-next-step issues, but source issue recovery can become split across child recovery issues, blockers, and comments. > - That makes it harder for operators and agents to see who owns recovery and what exact action is needed on the original issue. > - Source-scoped recovery actions give the original issue a first-class active recovery state with owner, evidence, wake policy, and resolution outcome. > - This pull request adds the recovery-action data model, backend reconciliation and resolution APIs, and board UI indicators/actions. > - The benefit is clearer stalled-work recovery without losing source issue context or relying on comments as the liveness path. ## What Changed - Added the `issue_recovery_actions` schema, shared types/constants/validators, and an idempotent `0084_issue_recovery_actions` migration ordered after current `master` migrations. - Updated stranded/missing-disposition recovery to create source-scoped recovery actions, wake the recovery owner on the source issue, and avoid locking the source issue for recovery-action wakes. - Added API support for reading active recovery actions on issue detail/list surfaces and resolving them with restored, blocked, cancelled, or false-positive outcomes. - Require blocked recovery resolutions to have an unresolved first-class blocker, and removed the UI shortcut that could mark recovery blocked without a blocker selection path. - Surfaced recovery indicators/actions in the issue UI, blocker notices, active run panels, issue rows, and Storybook coverage. - Updated docs and focused tests for recovery semantics, ownership, races, stale comments, and UI behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts` — 5 files, 72 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering check. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Follow-up verification after blocker-resolution guard: `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/api/issues.test.ts` — 3 files, 27 tests passed. - Follow-up `pnpm --filter @paperclipai/server typecheck` — passed. - Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed. - UI states are available in `ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot capture helper is `scripts/screenshot-recovery-card.cjs`. ## Risks - Medium: recovery behavior changes from child recovery issue ownership toward source-scoped actions, so operators may see stalled-work state in new places. - Migration risk is mitigated by using the next migration slot after `master` and making the table/constraints/index creation idempotent for anyone who previously applied the old branch-local `0082_dizzy_master_mold` migration. - Existing child recovery issue paths are still guarded for already-created recovery issues, but new source-scoped flows should be watched in CI and Greptile review. > 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 for shell, Git, GitHub, and local test execution. Context window 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 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> |
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0096b56a1c |
[codex] Add LLM Wiki plugin host support (#5597)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The plugin system needs host contracts and runtime support before large plugins can integrate cleanly. > - The source branch mixed the LLM Wiki package with supporting host/runtime work, managed plugin skills, root-level storage spaces, and a bookmarks reference plugin. > - [PAP-9173](/PAP/issues/PAP-9173) asked for the current branch to be split by file boundary: plugin package separately from everything else. > - [PAP-9188](/PAP/issues/PAP-9188) clarified that LLM Wiki may have plugin-local spaces, but Paperclip core should not reorganize top-level local storage into spaces. > - Follow-up review clarified that the bookmarks example should not ship in this PR either. > - This pull request contains the non-`packages/plugins/plugin-llm-wiki/` host/runtime work, keeps runtime state under the selected Paperclip instance root, and no longer includes the bookmarks example. ## What Changed - Added/updated plugin host contracts, SDK types, worker RPC plumbing, managed plugin skill support, and related server tests. - Removed the bookmarks example plugin package and its bundled-example/workspace references. - Removed the root-level local spaces CLI/migration surface and restored instance-root runtime defaults for config, db, logs, storage, secrets, workspaces, projects, and adapter homes. - Replaced shared root `space-paths` helpers with `home-paths` helpers for core runtime storage. - Tightened stranded recovery unique-conflict detection so concurrent recovery scans reuse the raced recovery issue when Postgres errors are wrapped. - Kept `packages/plugins/plugin-llm-wiki/` out of this PR diff; plugin-local spaces remain in the stacked plugin-only PR. ## Verification - `pnpm exec vitest run cli/src/__tests__/data-dir.test.ts cli/src/__tests__/home-paths.test.ts cli/src/__tests__/onboard.test.ts packages/shared/src/home-paths.test.ts packages/db/src/runtime-config.test.ts server/src/__tests__/agent-instructions-service.test.ts server/src/__tests__/claude-local-execute.test.ts server/src/__tests__/codex-local-execute.test.ts` - `pnpm exec vitest run packages/db/src/runtime-config.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "reuses the raced stranded recovery issue"` skipped locally because embedded Postgres did not initialize on this macOS temp host; the code path was typechecked and is covered by Linux CI. - Boundary check: no core references remain for `PAPERCLIP_SPACE_ID`, `spaces migrate-default`, `@paperclipai/shared/space-paths`, `registerSpacesCommands`, or the removed bookmarks example. - Previous PR head `4f23e034` had green GitHub checks: `verify`, all four serialized server shards, `e2e`, `Canary Dry Run`, `policy`, Snyk, and `Greptile Review`. Current head `582f466d` is re-running checks after the bookmarks deletion. ## Risks - Plugin host changes touch shared runtime paths, so regressions would most likely appear in adapter startup, plugin loading, or local dev path defaults. - Removing the bookmarks example also removes one demonstration of plugin database namespaces plus local-folder persistence; remaining plugin examples still cover bundled example discovery and plugin host flows. - The plugin package itself is intentionally deferred to the stacked plugin-only PR, where LLM Wiki plugin-local spaces live. - Existing installs that tested the transient root-level spaces CLI should stop using it; this PR intentionally removes that unsupported migration surface before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via Codex CLI, tool use and local code execution enabled; context window not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass, except where noted above for host-specific embedded Postgres initialization - [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 Stacked follow-up: PR #5592 contains only `packages/plugins/plugin-llm-wiki/` and targets this branch. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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778e775c35 |
Add secrets provider vaults and remote import (#5429)
## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD | grep '^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures.    ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions 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, GPT-5 coding agent with local shell/tool use in the Paperclip worktree. Exact context-window size 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 Sonnet 4.6 <noreply@anthropic.com> |
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d0e9cc76f2 |
Show workspace changes and stale notices in issue threads (#5356)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The issue thread is the operator's durable audit trail for what changed and why > - Workspace changes and stale disposition notices need to be visible in that same timeline without noisy or misleading rendering > - The local branch already contained backend activity details, timeline conversion, and UI rendering work for those events > - This pull request isolates the issue-thread activity work into a standalone branch against `origin/master` > - The benefit is a focused audit-trail PR that can merge independently of the sidebar/operator UI polish branch ## What Changed - Adds readable workspace-change activity details to issue update activity events. - Surfaces workspace-change events in issue chat/timeline rendering. - Makes the existing issue comment migration idempotent. - Folds and renders stale disposition notices inline so they match activity-log styling and spacing. - Adds focused route, timeline, and issue-thread system notice coverage. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts ui/src/lib/issue-timeline-events.test.ts ui/src/components/IssueChatThreadSystemNotice.test.tsx` — 3 files passed, 22 tests passed. - Confirmed the PR changes 9 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. - `pnpm exec vitest run server/src/__tests__/issue-closed-workspace-routes.test.ts` — 1 file passed, 4 tests passed. - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts ui/src/lib/issue-timeline-events.test.ts ui/src/components/IssueChatThreadSystemNotice.test.tsx server/src/services/recovery/successful-run-handoff.test.ts packages/shared/src/validators/issue.test.ts` — 5 files passed, 54 tests passed. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck`. - `pnpm --filter @paperclipai/ui typecheck` after adding the Storybook screenshot fixture. - Captured Storybook screenshots for the new UI rendering paths: - Collapsed stale notice + workspace-change row: `docs/pr-screenshots/pr-5356/issue-thread-notices-collapsed.png` - Expanded stale notice details: `docs/pr-screenshots/pr-5356/issue-thread-notices-expanded.png` ### Screenshots Collapsed stale notice with workspace-change row:  Expanded stale notice details:  ## Risks - Moderate risk: this touches issue activity serialization and issue-thread rendering, both of which are central operator surfaces. - Migration risk is low: the only migration change makes an existing migration idempotent. - No new migrations are introduced, so there is no cross-PR migration ordering requirement. > 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, shell/tool-use enabled, used to split the existing branch, verify the isolated PR branch, and create 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 - [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> |
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a1b30c9f35 |
Add planning mode for issue work (#5353)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies. > - Issues are the core unit of work, and issue comments are how board users and agents coordinate execution. > - Some issue conversations need to produce plans and approvals instead of immediate implementation work. > - The existing issue contract did not distinguish standard execution comments from planning-oriented issue work. > - This pull request adds an issue work-mode contract and board UI affordances for standard vs planning mode. > - The benefit is that planning-mode issues can be created, displayed, discussed, and carried through agent heartbeat context without losing the normal issue workflow. ## What Changed - Added `standard` / `planning` issue work-mode contracts across DB, shared validators/types, server issue flows, plugin protocol, and adapter heartbeat payloads. - Added an idempotent `0081_optimal_dormammu` migration for `issues.work_mode`, ordered after current `public-gh/master` migrations. - Updated heartbeat/context summaries and issue-thread interaction behavior so planning work mode is preserved when creating suggested follow-up issues. - Added UI support for planning-mode issue creation, issue rows, detail composer styling, and composer work-mode toggles. - Added focused server/shared/UI tests plus a Playwright visual verification spec for planning-mode surfaces. - Rebased the branch onto current `public-gh/master` and added durable planning-mode screenshots under `doc/assets/pap-3368/`. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/issue.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx` - `pnpm exec vitest run --project @paperclipai/adapter-utils packages/adapter-utils/src/server-utils.test.ts` - `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` ## Screenshots Desktop planning detail:  Desktop planning row:  Desktop staged standard toggle:  Mobile planning detail:  Mobile planning row:  ## Risks - Medium migration risk: this adds a non-null issue column. The migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied an older branch-local migration number can still apply the final numbered migration safely. - Medium contract risk: issue payloads, plugin payloads, and adapter heartbeat payloads now include work mode; compatibility is handled by defaulting missing values to `standard`. - UI risk is moderate because composer controls changed; focused component tests and visual e2e coverage exercise standard vs planning display and toggle behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in a local Paperclip worktree, with shell/tool use. Exact context-window size is not exposed in this 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 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> |
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320fd5d23b |
Add full company search page (#5293)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to find work, documents, agents, projects, comments, and activity across a company without jumping through separate surfaces. > - The existing Command-K flow was useful for fast navigation but not enough for deeper company-wide discovery. > - Search also needs company-scoped backend contracts, query cost controls, and indexed document matching so it stays safe as company data grows. > - This pull request adds a full company search API and a dedicated board search page that Command-K can hand off to. > - The benefit is a single searchable control-plane surface with richer result context, recents, highlights, and test coverage across server and UI behavior. ## What Changed - Added a company-scoped search endpoint/service with query validation, rate limiting, text matching, fuzzy title matching, and result typing shared through `@paperclipai/shared`. - Added idempotent search migrations for document search indexes and fuzzy matching support. - Added the full `/companies/:companyKey/search` UI, search result row components, highlighted snippets, recent searches, and sidebar/Command-K handoff. - Added Storybook coverage for search surfaces and Vitest coverage for server search behavior, rate limiting, route generation, Command-K behavior, and the search page. - Addressed Greptile findings by renaming the no-match SQL helper, applying search pagination after cross-type merge sorting, and lazy-initializing the default search service so unrelated route-test mocks do not need to know about it. - Merged current `public-gh/master` and renumbered the search migrations behind upstream `0078_white_darwin`: search indexes are now `0079_company_search_document_indexes` and fuzzy matching is `0080_company_search_fuzzystrmatch`. ## Verification - `git fetch public-gh master` - `git diff --check public-gh/master...HEAD` - `git diff --name-only public-gh/master...HEAD | rg '^pnpm-lock\.yaml$' || true` produced no output before opening the PR. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts ui/src/pages/Search.test.tsx ui/src/components/CommandPalette.test.tsx ui/src/lib/company-routes.test.ts` passed: 5 files, 25 tests. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed. - `pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed after Greptile pagination fixes. - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/company-search-service.test.ts && pnpm --filter @paperclipai/server typecheck` passed after the CI mock fix. - After resolving the migration conflict with current `public-gh/master`: `pnpm --filter @paperclipai/db typecheck && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed. - DB migration numbering check passed as part of `@paperclipai/db` typecheck. - UI states are covered by the added Storybook stories in `ui/storybook/stories/search.stories.tsx`. - GitHub reports the PR merge state as `CLEAN` on head `18e54fa8`. - GitHub PR checks are green on head `18e54fa8`: policy, verify, serialized server shards 1/4 through 4/4, e2e, canary dry run, Snyk, and Greptile Review. ## Risks - Search ranking and snippets are new user-facing behavior, so reviewers should check whether result ordering feels right on real company data. - Search touches broad company data, so company scoping and query cost/rate-limit behavior should be reviewed carefully. - The migrations add search indexes/extensions; they are idempotent with `IF NOT EXISTS` for users who may have applied an earlier branch migration number. > ROADMAP.md checked. This PR adds a focused board search surface and does not duplicate an open roadmap item. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub CLI session with medium reasoning effort. Existing branch commits were produced across prior agent sessions; this packaging pass verified, opened the PR, addressed Greptile findings, resolved migration conflicts after upstream PRs landed, and got PR checks green. ## 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> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> |
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454edfe81e |
Add recovery handoff system notices (#5289)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Agent runs can end productively while the source issue still lacks a durable final disposition. > - That leaves the control plane unsure whether to resume, escalate, or close the work. > - Issue comments also need a presentation contract so system-authored recovery notices can render as first-class thread messages without overloading normal comments. > - This pull request adds successful-run handoff recovery, comment presentation metadata, and system notice rendering. > - The benefit is stricter task liveness with clearer operator-facing recovery state. ## What Changed - Added successful-run handoff decisions, wake payloads, escalation behavior, and recovery tests. - Added issue comment presentation metadata with migration `0078_white_darwin.sql` and shared/server/company portability support. - Rendered recovery/system notices in issue chat with dedicated UI components, fixtures, tests, and storybook/lab coverage. - Included the current recovery model-profile hint patch so automatic recovery follow-ups use the cheap profile. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/services/recovery/successful-run-handoff.test.ts ui/src/components/SystemNotice.test.tsx ui/src/lib/system-notice-comment.test.ts ui/src/components/IssueChatThreadSystemNotice.test.tsx` ## Risks - Migration-bearing PR: merge this before any other branch that might later add a migration. - The branch touches both recovery services and issue-thread rendering, so review should pay attention to recovery wake idempotency and comment metadata compatibility. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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> |
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d6d7a7cea6 |
Add routine revision history and restore flow (#5285)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - Routines are the scheduled/recurring work surface that keeps a company operating without manual kicks. > - Operators need routine edits to be auditable and recoverable, especially when routines control assignments, prompts, triggers, and webhook secrets. > - Documents already have revision-style safety, but routines did not have equivalent history or restore semantics. > - This pull request adds append-only routine revisions across the database, shared contracts, server routes, and board UI. > - The benefit is safer routine iteration: users can inspect history, compare changes, restore older definitions, and avoid overwriting newer edits. ## What Changed - Added `routine_revisions` storage, latest revision pointers on routines, shared types, validators, and API docs for routine revision history. - Added server service/route support for listing routine revisions, conflict-aware routine saves, and append-only restore operations. - Added a History tab on routine detail with revision preview, structured change summaries, description line diffs, dirty-edit blocking, restore confirmation, and restored webhook secret surfacing. - Extracted the line diff helper from `DocumentDiffModal` into `ui/src/lib/line-diff.ts` for reuse. - Rebased the branch onto current `public-gh/master` and renumbered the routine revision migration to `0077_unusual_karnak` after upstream `0076_useful_elektra`. - Made the `0077` routine revision migration idempotent so installs that already applied the branch-local `0076_unusual_karnak` can safely advance. - Updated the plugin SDK test harness routine fixture with the new revision fields required by the shared `Routine` contract. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` passed. - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/routine.test.ts` passed. - `pnpm exec vitest run --project @paperclipai/ui ui/src/lib/line-diff.test.ts ui/src/components/RoutineHistoryTab.test.tsx ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-service.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm --filter @paperclipai/plugin-sdk typecheck` passed after updating the SDK test harness fixture. - `pnpm --filter @paperclipai/plugin-sdk build` passed; this refreshed local generated SDK output needed by plugin example typechecks. - `pnpm -r typecheck` passed. ## Risks - Medium migration risk: this adds routine revision storage and backfills existing routines. The migration is ordered after upstream `0076` and uses `IF NOT EXISTS` / duplicate-object guards to tolerate earlier branch-local migration application. - Restore behavior intentionally appends a new revision instead of mutating history; callers expecting an in-place rollback need to follow the new latest revision pointer. - Restoring webhook triggers recreates webhook secret material, so users must copy newly surfaced secrets after restore. - Conflict-aware saves now reject stale routine edits when the client sends an older `baseRevisionId`. > 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 shell/tool use in a local git worktree. Exact context-window size is not exposed in this 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 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 Screenshots: not attached in this draft PR; the new UI flow is covered by component tests listed above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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3c73ed26b5 |
Expand plugin host surface (#5205)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The plugin system is the extension boundary for optional product capabilities > - Rich plugins need more than a worker entrypoint: they need scoped database storage, local project folders, managed agents/routines, host navigation, and reusable UI components > - The LLM Wiki work exposed those missing host surfaces while keeping plugin code outside the core control plane > - This pull request expands the core plugin host, SDK, server APIs, and UI bridge so plugins can declare and use those surfaces > - The benefit is that future plugins can integrate with Paperclip through documented, validated contracts instead of bespoke server or UI imports ## What Changed - Added plugin-managed database namespaces and migration tracking, including Drizzle schema/migration files and SQL validation for namespace isolation. - Added server support for plugin local folders, managed agents, managed routines, scoped plugin APIs, and plugin operation visibility. - Expanded shared plugin manifest/types/validators and SDK host/testing/UI exports for richer plugin surfaces. - Added reusable UI pieces for file trees, managed routines, resizable sidebars, route sidebars, and plugin bridge initialization. - Updated plugin docs and example plugins to use the expanded host and SDK surface. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/validators/plugin.test.ts server/src/__tests__/plugin-database.test.ts server/src/__tests__/plugin-local-folders.test.ts server/src/__tests__/plugin-managed-agents.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/plugin-orchestration-apis.test.ts ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx ui/src/components/ResizableSidebarPane.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed: 11 files, 67 tests. - Confirmed this PR changes 89 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. ## Risks - Medium: this expands plugin host contracts across db/shared/server/ui and includes a new core migration (`0076_useful_elektra.sql`). - The plugin database namespace validator is intentionally restrictive; plugin authors may need follow-up affordances for SQL patterns that remain blocked. - Merge this before the LLM Wiki plugin PR so the plugin can resolve the new SDK and host APIs. > 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/git/GitHub workflow. Context window size 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 - [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> |
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57229d0f24 |
[codex] Add issue monitor liveness controls (#4988)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies where work must stay observable, governable, and recoverable. > - The task/heartbeat subsystem owns agent execution continuity, issue state transitions, and visible recovery behavior. > - Waiting on an external service is not the same as being blocked when the assignee still owns a future check. > - The gap was that agents had no first-class one-shot monitor state for external-service waits, so recovery could look stalled or require ad hoc comments. > - This pull request adds bounded issue monitors that can wake the owner, clear exhausted waits, and produce explicit recovery behavior. > - It also surfaces monitor status in the board UI and documents when to use monitors versus `blocked`. > - The benefit is clearer liveness semantics for asynchronous waits without weakening single-assignee task ownership. ## What Changed - Added issue monitor fields, shared types, validators, constants, and an idempotent `0075` migration for scheduled monitor state. - Added server-side monitor scheduling, dispatch, recovery bounds, activity logging, and external-ref redaction. - Added board/agent route coverage for monitor permissions and child monitor scheduling. - Added issue detail/property UI for monitor state, a monitor activity card, and Storybook stories for review surfaces. - Documented monitor semantics and recovery policy behavior in `doc/execution-semantics.md`. - Addressed Greptile review feedback by preserving monitor state in skipped-stage builders and making board monitor saves send `scheduledBy: "board"`. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/issue-execution-policy-routes.test.ts server/src/__tests__/issue-execution-policy.test.ts server/src/__tests__/issue-monitor-scheduler.test.ts server/src/__tests__/recovery-classifiers.test.ts ui/src/components/IssueMonitorActivityCard.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/lib/activity-format.test.ts` - First run passed 5 files and failed to collect 2 server suites because the worktree was missing the optional `acpx/runtime` dependency. - After `pnpm install --frozen-lockfile`, reran the 2 failed suites successfully. - `pnpm exec vitest run server/src/__tests__/issue-monitor-scheduler.test.ts server/src/__tests__/recovery-classifiers.test.ts` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/issue-execution-policy.test.ts ui/src/components/IssueProperties.test.tsx` - `pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run ui/src/components/IssueMonitorActivityCard.test.tsx ui/src/components/IssueProperties.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot captured from `http://127.0.0.1:6006/iframe.html?viewMode=story&id=product-issue-monitor-surfaces--monitor-surfaces` with Playwright. ## Screenshots  ## Risks - Medium: this changes heartbeat recovery behavior for scheduled external-service waits, so regressions could affect wake timing or recovery issue creation. - Migration risk is reduced by using `IF NOT EXISTS` for the new issue monitor columns and index. - External monitor references are treated as secret-adjacent and are intentionally omitted from visible activity/wake payloads. > 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 repository tool use and terminal 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 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 or Storybook review surfaces - [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> |
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d7719423e9 |
[codex] Harden non-system database backup schemas (#4960)
## Thinking Path > - Paperclip is a control plane whose database is the durable audit and work record > - Database backup needs to include operator/plugin schemas while excluding PostgreSQL-owned internals > - PostgreSQL reserves the `pg_` schema prefix for system schemas, including temp and toast variants > - A single escaped `pg_` prefix predicate is less brittle than enumerating individual `pg_toast` and `pg_temp` forms > - This pull request tightens non-system schema discovery for logical backups without changing the normal user/plugin schema path ## What Changed - Replaced narrow `pg_toast` and `pg_temp` schema exclusions with an escaped `pg_` reserved-prefix exclusion. - Kept `information_schema` excluded from logical backup metadata discovery. - Addressed Greptile feedback by removing redundant no-op additions from the prior iteration. ## Verification - `pnpm exec vitest run packages/db/src/backup-lib.test.ts` - PR checks on the latest pushed head: policy, verify, e2e, Greptile Review, and Snyk ## Risks - Low risk: PostgreSQL reserves `pg_` schema names for system use, so this should only exclude database-owned internals that should not be restored from Paperclip logical backups. > 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 and local command execution. Exact context window was not exposed in 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 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> |
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cd606563f6 |
Expand database backups to non-system schemas (#4859)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - Reliable backups are part of operating that control plane safely. > - The previous backup path was public-schema oriented and did not clearly cover plugin-owned schemas or migration history. > - Paperclip now has plugin database namespaces and Drizzle migration state that must survive backup/restore. > - This pull request expands logical database backups to non-system schemas and documents the backup boundary. > - The benefit is safer restore behavior for core and plugin-owned database state without implying full filesystem disaster recovery. ## What Changed - Include non-system database schemas in JavaScript and pg_dump backup paths. - Preserve enum, table, sequence, index, constraint, migration, and plugin-schema objects across backup/restore. - Add restore coverage for plugin-owned schemas and Drizzle migration history. - Clarify docs that DB backups are logical database backups, not full instance filesystem backups. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run packages/db/src/backup-lib.test.ts` - Result: 1 test file passed, 4 tests passed. - Confirmed this PR does not include `pnpm-lock.yaml` or `.github/workflows/*` changes. ## Risks - Medium: backup generation touches schema discovery and restore ordering, so unusual database objects may need additional coverage later. - No 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 coding agent, tool use enabled, medium reasoning effort. Exact hosted context-window details are not exposed in this 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 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 Note: no UI changes are included in this PR, so screenshots are not applicable. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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1991ec9d6f |
[codex] Split backend control-plane QoL slice (#4700)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so backend task ownership, recovery, review visibility, and company-scoped limits need to stay enforceable without UI-only coupling. > - Closed PR #4692 bundled those backend changes with UI workflow, docs, skills, workflow, and lockfile churn. > - PAP-2694 asks for a clean backend/control-plane slice from that closed branch. > - This branch starts from current `master` and mines only the `cli`, `packages/db`, `packages/shared`, and `server` contracts/tests needed for the backend behavior. > - It explicitly excludes UI workflow/performance work, `.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills, package-script, adapter UI build-config, and perf fixture script changes; the only UI files are fixture/test updates required by the tightened shared `Company` contract. > - The benefit is a smaller reviewable PR that preserves the control-plane fixes while staying under Greptile s 100-file review limit. ## What Changed - Added company-scoped attachment-size limits through DB schema/migrations, shared company portability contracts, CLI import/export coverage, and server attachment upload enforcement. - Added productivity review service/API behavior for no-comment streak, long-active, and high-churn review issues, including request-depth clamping and issue summary exposure. - Hardened issue ownership and recovery/control-plane paths: peer-agent mutation denial, issue tree pause/resume behavior, stranded recovery origins, and related activity/test coverage. - Preserved related backend contract updates for routine timestamp variables and managed agent instruction bundles because they live in shared/server contracts from the source branch. - Addressed Greptile feedback by making `Company.attachmentMaxBytes` non-optional, simplifying review request-depth clamping, fixing the migration final newline, and enforcing the process-level attachment cap as the final ceiling for uploads. - Added minimal company fixtures needed for repo-wide typecheck/build and kept the PR to 66 changed files with forbidden/non-slice paths excluded. ## Verification - `pnpm install --frozen-lockfile` - `git diff --check origin/master..HEAD` - `git diff --name-only origin/master..HEAD | wc -l` -> 66 files - `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml pnpm-lock.yaml package.json doc skills .agents scripts packages/adapters` -> no output - `pnpm exec vitest run --config vitest.config.ts packages/shared/src/validators/issue.test.ts packages/shared/src/routine-variables.test.ts packages/shared/src/adapter-types.test.ts cli/src/__tests__/company-import-export-e2e.test.ts cli/src/__tests__/company.test.ts server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-tree-control-service.test.ts server/src/__tests__/issue-tree-control-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests passed - `pnpm exec vitest run --config vitest.config.ts cli/src/__tests__/company-delete.test.ts cli/src/__tests__/company-import-export-e2e.test.ts server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18 tests passed - `pnpm exec vitest run --config vitest.config.ts server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests passed - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter paperclipai typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck && pnpm --filter @paperclipai/ui build` ## Risks - Includes migrations `0073_shiny_salo.sql` and `0074_striped_genesis.sql`; merge ordering matters if another PR adds migrations first. - This is intentionally backend-only apart from fixture/test updates forced by shared type correctness; UI affordances from PR #4692 are not present here and should land in separate UI slices. - The worktree install emitted plugin SDK bin-link warnings for unbuilt plugin packages, but the targeted tests and package typechecks completed successfully. > 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 terminal/GitHub workflow. Exact runtime context window was not exposed by the 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> |
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7a9b3a6037 |
[codex] Harden recovery issue handling (#4600)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The control plane must recover stranded agent work without creating new operational loops > - Stranded recovery issues can themselves fail, and exposing raw retry errors in comments can leak sensitive adapter details > - New local companies also should not force a hire-approval gate unless operators enable that policy > - This pull request hardens recovery issue handling, redacts retry failure details in issue copy, preserves `maxConcurrentRuns: 1`, and flips new-hire approval to an opt-in default > - The benefit is safer automatic recovery and smoother default company setup without hidden migration conflicts ## What Changed - Added migration `0071_default_hire_approval_off` and updated company schema/import/export/docs so hire approvals default off and serialize only when enabled. - Added migration `0072_large_sandman` with a partial unique index preventing duplicate active stranded recovery issues for the same source issue. - Blocked failed `stranded_issue_recovery` issues in place instead of creating nested recovery issues. - Redacted latest retry failure details from recovery issue comments while still linking reviewers to run evidence. - Allowed `maxConcurrentRuns: 1` to be honored by heartbeat concurrency normalization. - Added focused regression coverage for recovery recursion, redaction, migration ordering, and concurrency behavior. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/recovery-classifiers.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/company-portability.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/agent-permissions-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-process-recovery.test.ts --pool=forks --poolOptions.forks.isolate=true` exits 0, but this host skipped the embedded Postgres tests with the existing init guard. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-dependency-scheduling.test.ts --pool=forks --poolOptions.forks.isolate=true` exits 0, but this host skipped the embedded Postgres tests with the existing init guard. ## Risks - Migration risk is low but this PR intentionally owns both new migrations to avoid separate PR migration-journal conflicts. - Recovery comments now require operators to inspect linked run evidence for details instead of reading raw errors inline. - The hire approval default changes behavior for newly created/imported companies only; existing persisted company settings are not changed except by the SQL default for future rows. > 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 terminal/GitHub workflow, reasoning mode active. Context window 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 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> |
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5a0c1979cf | [codex] Add runtime lifecycle recovery and live issue visibility (#4419) | ||
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e4995bbb1c |
Add SSH environment support (#4358)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The environments subsystem already models execution environments, but before this branch there was no end-to-end SSH-backed runtime path for agents to actually run work against a remote box > - That meant agents could be configured around environment concepts without a reliable way to execute adapter sessions remotely, sync workspace state, and preserve run context across supported adapters > - We also need environment selection to participate in normal Paperclip control-plane behavior: agent defaults, project/issue selection, route validation, and environment probing > - Because this capability is still experimental, the UI surface should be easy to hide and easy to remove later without undoing the underlying implementation > - This pull request adds SSH environment execution support across the runtime, adapters, routes, schema, and tests, then puts the visible environment-management UI behind an experimental flag > - The benefit is that we can validate real SSH-backed agent execution now while keeping the user-facing controls safely gated until the feature is ready to come out of experimentation ## What Changed - Added SSH-backed execution target support in the shared adapter runtime, including remote workspace preparation, skill/runtime asset sync, remote session handling, and workspace restore behavior after runs. - Added SSH execution coverage for supported local adapters, plus remote execution tests across Claude, Codex, Cursor, Gemini, OpenCode, and Pi. - Added environment selection and environment-management backend support needed for SSH execution, including route/service work, validation, probing, and agent default environment persistence. - Added CLI support for SSH environment lab verification and updated related docs/tests. - Added the `enableEnvironments` experimental flag and gated the environment UI behind it on company settings, agent configuration, and project configuration surfaces. ## Verification - `pnpm exec vitest run packages/adapters/claude-local/src/server/execute.remote.test.ts packages/adapters/cursor-local/src/server/execute.remote.test.ts packages/adapters/gemini-local/src/server/execute.remote.test.ts packages/adapters/opencode-local/src/server/execute.remote.test.ts packages/adapters/pi-local/src/server/execute.remote.test.ts` - `pnpm exec vitest run server/src/__tests__/environment-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts` - `pnpm exec vitest run ui/src/lib/new-agent-hire-payload.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - `pnpm -r typecheck` - `pnpm build` - Manual verification on a branch-local dev server: - enabled the experimental flag - created an SSH environment - created a Linux Claude agent using that environment - confirmed a run executed on the Linux box and synced workspace changes back ## Risks - Medium: this touches runtime execution flow across multiple adapters, so regressions would likely show up in remote session setup, workspace sync, or environment selection precedence. - The UI flag reduces exposure, but the underlying runtime and route changes are still substantial and rely on migration correctness. - The change set is broad across adapters, control-plane services, migrations, and UI gating, so review should pay close attention to environment-selection precedence and remote workspace lifecycle behavior. ## Model Used - OpenAI Codex via Paperclip's local Codex adapter, GPT-5-class coding model with tool use and code execution in the local repo workspace. The local adapter does not surface a more specific public model version string in this branch 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 - [ ] 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 |
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f98c348e2b |
[codex] Add issue subtree pause, cancel, and restore controls (#4332)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - This branch extends the issue control-plane so board operators can pause, cancel, and later restore whole issue subtrees while keeping descendant execution and wake behavior coherent. > - That required new hold state in the database, shared contracts, server routes/services, and issue detail UI controls so subtree actions are durable and auditable instead of ad hoc. > - While this branch was in flight, `master` advanced with new environment lifecycle work, including a new `0065_environments` migration. > - Before opening the PR, this branch had to be rebased onto `paperclipai/paperclip:master` without losing the existing subtree-control work or leaving conflicting migration numbering behind. > - This pull request rebases the subtree pause/cancel/restore feature cleanly onto current `master`, renumbers the hold migration to `0066_issue_tree_holds`, and preserves the full branch diff in a single PR. > - The benefit is that reviewers get one clean, mergeable PR for the subtree-control feature instead of stale branch history with migration conflicts. ## What Changed - Added durable issue subtree hold data structures, shared API/types/validators, server routes/services, and UI flows for subtree pause, cancel, and restore operations. - Added server and UI coverage for subtree previewing, hold creation/release, dependency-aware scheduling under holds, and issue detail subtree controls. - Rebased the branch onto current `paperclipai/paperclip:master` and renumbered the branch migration from `0065_issue_tree_holds` to `0066_issue_tree_holds` so it no longer conflicts with upstream `0065_environments`. - Added a small follow-up commit that makes restore requests return `200 OK` explicitly while keeping pause/cancel hold creation at `201 Created`, and updated the route test to match that contract. ## Verification - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `cd server && pnpm exec vitest run src/__tests__/issue-tree-control-routes.test.ts src/__tests__/issue-tree-control-service.test.ts src/__tests__/issue-tree-control-service-unit.test.ts src/__tests__/heartbeat-dependency-scheduling.test.ts` - `cd ui && pnpm exec vitest run src/components/IssueChatThread.test.tsx src/pages/IssueDetail.test.tsx` ## Risks - This is a broad cross-layer change touching DB/schema, shared contracts, server orchestration, and UI; regressions are most likely around subtree status restoration or wake suppression/resume edge cases. - The migration was renumbered during PR prep to avoid the new upstream `0065_environments` conflict. Reviewers should confirm the final `0066_issue_tree_holds` ordering is the only hold-related migration that lands. - The issue-tree restore endpoint now responds with `200` instead of relying on implicit behavior, which is semantically better for a restore operation but still changes an API detail that clients or tests could have assumed. > 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 in the Paperclip Codex runtime (GPT-5-class tool-using coding model; exact deployment ID/context window is not exposed inside 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 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> |
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13551b2bac |
Add local environment lifecycle (#4297)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Every heartbeat run needs a concrete place where the agent's adapter process executes. > - Today that execution location is implicitly the local machine, which makes it hard to track, audit, and manage as a first-class runtime concern. > - The first step is to represent the current local execution path explicitly without changing how users experience agent runs. > - This pull request adds core Environment and Environment Lease records, then routes existing local heartbeat execution through a default `Local` environment. > - The benefit is that local runs remain behavior-preserving while the system now has durable environment identity, lease lifecycle tracking, and activity records for execution placement. ## What Changed - Added `environments` and `environment_leases` database tables, schema exports, and migration `0065_environments.sql`. - Added shared environment constants, TypeScript types, and validators for environment drivers, statuses, lease policies, lease statuses, and cleanup states. - Added `environmentService` for listing, reading, creating, updating, and ensuring company-scoped environments. - Added environment lease lifecycle operations for acquire, metadata update, single-lease release, and run-wide release. - Updated heartbeat execution to lazily ensure a company-scoped default `Local` environment before adapter execution. - Updated heartbeat execution to acquire an ephemeral local environment lease, write `paperclipEnvironment` into the run context snapshot, and release active leases during run finalization. - Added activity log events for environment lease acquisition and release. - Added tests for environment service behavior and the local heartbeat environment lifecycle. - Added a CI-follow-up heartbeat guard so deferred issue comment wakes are promoted before automatic missing-comment retries, with focused batching test coverage. ## Verification Local verification run for this branch: - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/environment-service.test.ts server/src/__tests__/heartbeat-local-environment.test.ts --pool=forks` Additional reviewer/CI verification: - Confirm `pnpm-lock.yaml` is not modified. - Confirm `pnpm test:run` passes in CI. - Confirm `PAPERCLIP_E2E_SKIP_LLM=true pnpm run test:e2e` passes in CI. - Confirm a local heartbeat run creates one active `Local` environment when needed, records one lease for the run, releases the lease when the run finishes, and includes `paperclipEnvironment` in the run context snapshot. Screenshots: not applicable; this PR has no UI changes. ## Risks - Migration risk: introduces two new tables and a new migration journal entry. Review should verify company scoping, indexes, foreign keys, and enum defaults are correct. - Lifecycle risk: heartbeat finalization now releases environment leases in addition to existing runtime cleanup. A finalization bug could leave stale active leases or mark a failed run's lease incorrectly. - Behavior-preservation risk: local adapter execution should remain unchanged apart from environment bookkeeping. Review should pay attention to the heartbeat path around context snapshot updates and final cleanup ordering. - Activity volume risk: each heartbeat run now logs lease acquisition and release events, increasing activity log volume by two records per run. ## Model Used OpenAI GPT-5.4 via Codex CLI. Capabilities used: repository inspection, TypeScript implementation review, local test/build execution, and PR-description drafting. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [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 (N/A: no UI changes) - [x] I have updated relevant documentation to reflect my changes (N/A: no user-facing docs or commands changed) - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge |
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a957394420 |
[codex] Add structured issue-thread interactions (#4244)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators supervise that work through issues, comments, approvals, and the board UI. > - Some agent proposals need structured board/user decisions, not hidden markdown conventions or heavyweight governed approvals. > - Issue-thread interactions already provide a natural thread-native surface for proposed tasks and questions. > - This pull request extends that surface with request confirmations, richer interaction cards, and agent/plugin/MCP helpers. > - The benefit is that plan approvals and yes/no decisions become explicit, auditable, and resumable without losing the single-issue workflow. ## What Changed - Added persisted issue-thread interactions for suggested tasks, structured questions, and request confirmations. - Added board UI cards for interaction review, selection, question answers, and accept/reject confirmation flows. - Added MCP and plugin SDK helpers for creating interaction cards from agents/plugins. - Updated agent wake instructions, onboarding assets, Paperclip skill docs, and public docs to prefer structured confirmations for issue-scoped decisions. - Rebased the branch onto `public-gh/master` and renumbered branch migrations to `0063` and `0064`; the idempotency migration uses `ADD COLUMN IF NOT EXISTS` for old branch users. ## Verification - `git diff --check public-gh/master..HEAD` - `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts packages/mcp-server/src/tools.test.ts packages/shared/src/issue-thread-interactions.test.ts ui/src/lib/issue-thread-interactions.test.ts ui/src/lib/issue-chat-messages.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/IssueChatThread.test.tsx server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79 tests passed - `pnpm -r typecheck` -> passed, including `packages/db` migration numbering check ## Risks - Medium: this adds a new issue-thread interaction model across db/shared/server/ui/plugin surfaces. - Migration risk is reduced by placing this branch after current master migrations (`0063`, `0064`) and making the idempotency column add idempotent for users who applied the old branch numbering. - UI interaction behavior is covered by component tests, but this PR does not include browser screenshots. > 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-class coding agent runtime. Exact model ID and context window are not exposed in this Paperclip run; tool use and local shell/code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 - [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> |