192 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	2d9e483cb9	fix(ui): scope canonical agents to their authorized company ... Keep alias caches and redirects on the agent company. Defer remembered UUID paths until canonical resolution and verify organization switching with a delayed public alias response. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 05:19:26 -05:00
Dotta	583c141042	fix(ui): preserve exact retry feedback across agent aliases	2026-10-09 04:09:41 -05:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414) ... ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description **Subsystem affected** Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. **Problem or motivation** An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. **Proposed solution** Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. **Roadmap alignment** This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head 00ca2c75b 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	ae6f95ed7a	feat: add personal primary agents (#15470) ... Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults. Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:53:46 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
DottaandPaperclip	a590ab769d	Give managed agents persistent cryptographic identities (#15352) ... Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence. Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 13:57:03 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description **Subsystem affected** AI Connections, Connectors, plugins, run dispatch, and session compatibility. **Problem or motivation** Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. **Proposed solution** Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. **Roadmap alignment** This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show **Used by** below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then **Connectors / Pool host** or **AI Connections / Connection pools**. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, code execution, and browser testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes:` / `Refs:` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [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 (targeted suites; full-suite limitations are reported above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	4857799a88	feat(connections): deliver saved instructions to authorized agent turns (#15216) ... Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes. Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:16:00 -05:00
DottaandPaperclip	6c1a75da49	feat(connections): make AgentMail a default connection with inline setup (#14772) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents access to external services. > - AgentMail needs both a saved key and an inbox assigned to the agent. > - Chat requests offered a setup link instead of an inline card and could treat a saved key as complete. > - Inbox setup also hid address conflicts behind a generic server error and a separate review step. > - This pull request makes AgentMail a default connection, adds the inline card, reduces setup to two steps, and shows conflicts beside the address. > - Shared native dropdown styles also give every caret a consistent inset. ## Linked Issues or Issue Description **What happened?** AgentMail requests in chat did not show a usable inline connection card. Manual setup required extra screens, ignored saved account keys, and could trap new-address setup in a locked inbox dropdown. Agent selectors omitted the avatar from the selected value. A taken address could produce an HTTP 403 from AgentMail and appear as an internal server error. Native dropdown arrows also touched the right edge of their fields. **Expected behavior** Make AgentMail available as a default connection. Ask for the API key inline, with a direct link to its provider page. Default human access to the company and agent access to the requesting agent. Resume the agent only after an assigned inbox is active. Manual setup should ask for an agent and email address, then finish. Address checks should run as the user types. Taken addresses should show clickable alternatives. A domain dropdown beside the name should prefer a verified custom domain. Setup should suggest authorized saved AgentMail keys and show agent avatars in the picker and selected value. **Steps to reproduce** 1. Ask an agent to connect AgentMail when it has no assigned inbox. 2. Check that an inline API-key card appears and links to the provider's API-key page. 3. Open AgentMail setup, choose an agent, and request an address that is already taken. 4. Correct the inline error, refresh, and finish setup with the same request ID. 5. Inspect native dropdown carets in light, dark, disabled, and right-to-left states. Uses the bounded provider-error parser merged in #14768. Related work: #13256 introduced AgentMail; #14725 expanded connection search. ## What Changed - Stop recurring email queries for tasks that have no email thread. Share the query between the thread provider and activity view. Keep email-task updates and invalidation-based discovery. - Make AgentMail available without the experimental chat setting. Keep the catalog, setup and management routes, agent Channels tab, task email feed, receiving worker, and agent tools available by default. Other experimental chat providers stay gated. - Make the email address and copy icon a single clickable action with the shared Copied! confirmation. Add View inbox linking directly to the matching AgentMail console inbox, with the address encoded as one URL path segment. - Reorganize inbox Settings around the copyable email address, usage instructions, and receiving status. Move reconnect credentials into a disclosure and separate the Disconnect action. Add production Settings stories for active, paused, unassigned-address, revoked, webhook, long-address, mobile, and reconnect states. Show repair controls when the inbox has an error. Keep usage instructions tied to an active inbox with an address. - Add AgentMail channel intents and an inline key field with the direct API-key URL. - Keep setup and retry state tied to the interaction. Require an active inbox for completion. Preserve company and agent access checks. - Reduce manual setup to agent selection and email selection. Put the domain dropdown beside the address and default to a verified custom domain. Preserve explicit choices across reloads. Keep receiving settings under Advanced options. - Check the initial address and edits after a 350 ms pause. Abort superseded requests and ignore stale responses. Show clickable suggestions and retain known creation conflicts across reloads. - Add a company-scoped, manager-only address check using the saved credential. Search the visible inbox list instead of fetching an uncreated inbox: live AgentMail retains negative lookups that can break subsequent access-key creation. Unlisted addresses remain unknown; creation is authoritative. - Suggest labeled saved AgentMail keys in both manual setup and the inline card. Filter by company, provider, active credential, and current-user grants on the server. Prefer an account key and preserve the selected key or an explicit new-key choice across refresh. Use verified scope metadata and bounded concurrent checks for legacy keys. Never return secret values. - Catch an inbox-only key before the email step. Allow its existing inbox only after an explicit choice. Recover old locked drafts at the key picker. Save the replacement key before retiring an empty draft, then use a new setup URL so refresh preserves the switched account; stop if cleanup fails. Preserve already allocated addresses and their original accounts. - Use the shared AgentSelect in email setup. Show the canonical agent avatar in each option and the selected value, including other consumers of the shared component. Add regression coverage for legacy and current Lucide agent-mention icon formats. - Start each catalog Add connection with a fresh setup identity. Honor Finish setup's exact draft/account/address instead of resuming an unrelated browser draft. Return Cancel and Done to Connectors and Email settings to the inbox. Group the task/thread explanation in a How it Works card. - Route AgentMail catalog removal through the email inbox control API, including unfinished drafts. Refresh both the catalog and inbox views. - Render each inbox management tab separately. Access uses the saved account grants and agent controls; Conversations and Activity use the shared persisted email feed. Activity lifecycle actions use the email API. Reconnect returns to inbox Settings. Conversation failures show a retry instead of a false empty state. Email delivery recovery stays in the task. - Map documented provider address conflicts to a field error. Preserve actionable messages for other failures. - Preserve non-secret draft fields across refresh, scoped to the requested agent. Never save API keys in browser storage. Resume partial inbox creation with the original agent, address, and request ID. - Show an already-created address with explicit retry and new-address recovery instead of locked inputs. Preserve the original inbox and resumable draft when choosing another address. Distinguish runtime-key 404 errors and log safe provider status/operation/code. - Apply final agent access once within email setup authorization for a new account whose original installs are unchanged. Preserve later permission edits and reused account installs. Support in-place retry of progress loading. - Let a failed inline setup change keys after retiring an empty draft. Persist its replacement setup identity without storing secrets. Recover a server-saved account when refresh interrupts the save response, while preserving intentional account changes. - Render the production setup in Storybook and add error, recovery, and mobile states. - Inset native select carets in shared CSS. Preserve custom icons, listboxes, keyboard behavior, and forced-color controls. - Add browser regression coverage and an AgentMail Product E2E case with persisted-state and rendered-card evidence. ## Verification - Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `git diff --check` passed after the default-availability change. - All 485 focused tests passed. These cover setup, management, catalog and route gates, connection intents, email authorization, Cursor execution, and the OpenAPI contract. All 39 email integration tests run with the experimental chat setting off. - The shared polling change passed four behavioral tests, UI typecheck and build, and token gates. - `tests/e2e/agentmail.spec.ts` passed with the actual server setting off. This full-stack browser test uses simulated provider responses. It covers catalog entry, saved keys, editable address and domain controls, creation, conflicts, retry, all management tabs, clipboard feedback, the provider link, and task email rendering. - In the live local browser, Add connection reached the editable email step with the saved account key. The verified custom domain was selected by default. Both domain choices worked. The existing inbox Settings page remained available. Both active inboxes completed new mail checks with the setting off. No new provider inbox or email message was created for this pass. - Earlier live provider acceptance covered creation on a verified custom domain, Finish connecting on the reported draft, successful mail checks after refresh, and catalog removal of disposable draft and active connections. Clicking the email address copied the exact address and showed Copied!. View inbox opened the same inbox in AgentMail’s console. No email messages were sent. - Production setup and Settings Storybook builds and interactions passed. Settings states include active, paused, unassigned, revoked, webhook, long-address, mobile, and reconnect. Receiving and revoked-access stories had zero accessibility violations. - Full local `pnpm test:run` on an earlier revision completed with 14,709 passing, 87 skipped, and four transient failures. All four failed cases passed in focused reruns without product changes. That serial full local command was not repeated after each follow-up. The latest-head full CI suite is the final test gate. - CI found an obsolete browser assertion that hid every channel when the flag was off. Updated it to keep AgentMail and the Channels surface visible while preserving the GitHub chat route gates. All 11 provider browser tests passed locally after scoping the Channels selector to the agent sidebar. Two initial local attempts stopped at temporary Postgres initialization. The passing run used a separate disposable database on the existing local Postgres server; it was removed after the test. - Updated the remaining sidebar and aggregator discovery assertions for default AgentMail availability. Ordinary task fixtures now return no email thread. All 128 sidebar/task-page tests and all 42 aggregator tests passed locally. - Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI passed, with 54 successful checks including Snyk and two intentional Storybook skips. The CI run is https://github.com/paperclipai/paperclip/actions/runs/37020833647. A fresh Greptile review scored 5/5 with no unresolved threads. Live model evaluations and inbound/outbound email delivery were not run. ## Risks - AgentMail no longer needs experimental opt-in. Setup still requires a human to connect an account and assign an inbox. Inline setup creates an inbox after a human submits a new or saved key. Company access, agent access, inbox assignment, and completion checks remain enforced. - AgentMail read APIs cannot prove global address availability. The visible-list check is bounded to 100 entries and cannot see inboxes outside the key’s scope. The UI reports this limitation, suggests alternatives without claiming they are free, and keeps final creation conflicts inline. Lookup outages show an error without preventing the authoritative creation attempt. - Native select CSS affects the whole app. Custom-icon selects and multi-row lists are excluded. Forced-color mode keeps the browser caret. - Saved-key discovery uses stored verified scope metadata and checks authorized legacy credentials concurrently within a shared three-second deadline. Provider outages mark legacy choices unavailable; users can still enter another key. Final use rechecks authorization and provider access. - No database migration or transport default change. Live connection remains the default. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The exact served model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 10:01:15 -05:00
DottaandFry	3ca196b0a6	feat(agents): persist agent files across tasks without revision history (#14420) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - An agent needs personal files across tasks and sessions. > - AGENTS.md is one file in that directory. Supporting files need the same persistence. > - The Instructions Editor and agent runs must share one current directory. > - Concurrent runs should apply only the files they change. The last sync of the same file wins. > - This pull request uses existing file transport and removes temporary copies after sync. > - Old instruction-only sessions keep their restore contract. New saves do not create revision history. ## Linked Issues or Issue Description Refs #14325. This replaces its revision-oriented design with persistent agent files. Keep #14325 unmerged. Transport prerequisite #14416 merged first at `d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master and remains below 100 changed files. Related work: #4513 and #8798 cover instruction tooling. This change handles run synchronization, cross-task personal files, browser editing, and old-session restoration. ## What Changed - Keep one current directory per company and agent. Point AGENT_HOME at a temporary working copy for each active run. Keep task files and provider HOME separate. - Restore text, binary files, and nested folders through workspace transport. Exclude remote agent files from task Git snapshots with a self-ignoring file inside the reserved runtime directory; never write through repository-controlled Git metadata. - Collect after the provider and child processes have stopped. Keep resumable conversation state. - Apply changed and deleted files under the agent lock. The last sync wins for the same file. Unrelated concurrent changes survive. - Remove temporary copies after successful sync, rejected sync, and staging failure. Register ownership before copying so restart recovery can remove interrupted preparation. Retry transient synchronization up to three times. Preserve the original remote lease reference until deletion succeeds; restart cleanup never acquires a replacement sandbox. Do not create captured directories or a conflict-review queue for new runs. - Keep browser editing, stale-draft protection, and streaming binary downloads. Keep the instruction entry and text editor limited to 1 MiB. - Keep historical agent-folder sync failures on their affected runs instead of repeating them above current saved instructions. Preserve legacy candidate review and current browser-save errors. Avoid duplicate quota warnings while retaining separate sync failures when they describe a different problem. - Require target-scoped caller grants for peer instruction access, while preserving self edits, responsible-user checks, and protected-change consent. - Treat full storage as a nonblocking run warning, never an agent pause or run-admission failure. Restore already-over-quota saved folders so ordinary agent cleanup can recover; warn on each run until cleanup. The run detail view shows the warning. - Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash large files as streams. Check editor-save quotas with metadata instead of hashing unrelated files. - Preserve old native inputs, instruction-only copies, paths, digests, and pending legacy candidates. Adopt old revision heads once. New writes do not append history rows. - Add idempotent migration 0287 and verify upgrades from the preview tables and receipts. - Add nine interactive stories under **Agents / Persistent files**, including automatic incoming edits, stale browser drafts, and storage-limit diagnostics. ## Verification - Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after merging current master and the landed transport prerequisite. Integration required no manual conflict resolution; the feature remains 99 changed files. Full workspace typecheck, production build, token gates, and 715 focused tests passed on this merge candidate. Fresh Greptile review is 5/5 with no unresolved findings. All 55 checks passed, with four conditional skips, including the build, typecheck, browser E2E, and canary dry run. A single retry recovered four jobs interrupted by runner shutdowns; no source changes were required. - Historical-warning UI fix: all 6,834 UI tests across 640 files passed, including regression coverage for three old failures, legacy preserved edits, and warnings scoped to the affected run. Full workspace typecheck, production build, Storybook build, and token gates passed. Browser-verified Storybook playtests passed for Historical Failures After Successful Save, Storage Limit, and Full Storage Run Warning. - Review follow-ups at `4e20c9fb2`: all 18 focused tests passed, including external Git directories, linked worktrees, symlinks, hardlinks, and distinct I/O failures alongside storage warnings. Server and UI typechecks, token gates, and the production build passed. - Storage warning regressions at `0724f3012`: all 33 directory tests and all five heartbeat-list tests passed, with no skips in their successful runs. They cover repeated runs while full, an already-over-quota saved folder, cleanup, warnings retained after unrelated save failures, and bounded warnings in large result JSON. Server typecheck passed after the final warning fixes. - Full workspace typecheck, production build, and token gates passed during this follow-up. Product E2E harness: 631 tests passed across 52 files; harness typecheck passed. Earlier native session/context and directory/legacy collection suites passed 537 tests; Runner unit/transport suites passed 329 tests. - **Real E2E at `0724f3012` (before this follow-up):** legacy local Codex and native Daytona Codex each passed six tasks, one server restart, seven independent assertions, and cleanup verification. Both prove browser-to-agent edits, agent-to-browser edits, nested/binary restoration, per-file last-sync-wins, a successful run after an oversized save rejection, and cleanup clearing the warning. - Native local Codex also passed the six-task quota flow before the final warning-retention fixes. That pass began at `918d1ed02` while the bounded-result warning fix was being edited, so it is not claimed as exact-final-head evidence. Its final-head rerun failed during embedded PostgreSQL bootstrap before any provider run: the macOS host had 87,365 of 87,381 SysV semaphores occupied. No unrelated services or kernel limits were changed. - The final-source report intentionally records **2/3 cells passed**, preserving the blocked native-local attempt: `tests/runner-e2e/results/agent-files-quota-final-20260928-report/`. Earlier failed attempts and provenance notes remain under `tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and the original campaign directories. - Daytona used immutable image `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf` and its exact Linux runner binary. Controller source is `0724f3012`; image source is recorded separately. - Legacy-session compatibility and all three ACP Stop/resume browser regressions passed on the prior validated feature head `169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same provider session is retained and interrupted writes are not replayed. Migration upgrade tests also passed earlier. - Nine interactive stories are under **Agents / Persistent files**, including **Full Storage Run Warning**. Its playtest and visual browser inspection passed; the warning states that runs continue and the editor remains available. - Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs skipped, no failures or pending checks. All eight browser E2E shards and their aggregate passed. Fresh Greptile review is 5/5 with no findings; all review threads are resolved, the security scan passed, and GitHub reports no merge conflicts. - The broad local follow-up test run was interrupted after host semaphore exhaustion affected isolated PostgreSQL instances. It also encountered the existing macOS long-path fixture failure and two timeout failures. This is not a claim that the full local suite passed. Logs are retained; focused storage/warning tests passed. ## Risks - A later sync can overwrite an earlier edit to the same file, including a saved browser edit. There is no text merge or retained version. This is the intended last-sync-wins policy. - A save that exceeds a storage limit is rejected and its temporary copy is discarded. The run itself continues normally, and later runs restore the last saved files with a warning until cleanup. Transient sync failures get bounded retries. An I/O failure partway through a sync can leave some files updated; a failed receipt does not claim whole-folder success. - Larger folders increase copy time, network traffic, and temporary disk usage. Active runs still need working copies. Terminal runs do not accumulate archives. Operators must provision disk for agents and configured concurrency; these limits are not company-wide quotas. - A restored old native session remains instruction-only until a fresh session starts. Its original conflict fence and existing pending candidates remain compatible. - Provider processes close at the collection boundary. Conversation resume remains available, but warm process reuse is lost. - Backups must include the instance filesystem and database. External bundles keep their existing behavior until explicitly moved to managed storage. ## Model Used OpenAI Codex, GPT-6 family. The session does not expose a more specific model ID or context-window size. Reasoning, code execution, and browser tools assisted this change. Real provider E2E uses `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Fry (Paperclip) <noreply@paperclip.ing>	2026-09-29 08:25:56 -05:00
Devin FoleyandPaperclip	c65fc9e3c8	fix: recover authentication and browser connection failures (#13724) ... fix: recover authentication and browser connection failures Include connect timeouts in the bounded retry policy for idempotent actor synchronization. Handle WebSocket constructor failures through existing reconnect paths and preserve HTTP polling while realtime is unavailable. Refresh visible company queries until the socket recovers and clear all fallback timers on hiding or unmount. Verify 172 focused tests, server/UI typechecks, UI build, and design token gates. Full workspace build/typecheck require the unavailable Rust toolchain; the full test run is tracked separately. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-20 12:43:25 -07:00
4 people	1ef3b08714	feat(ui): integrate agent personas across the app (#13171) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description **Problem or motivation** Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. **Proposed solution** Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. **Alternatives considered** A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. **Roadmap alignment** This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
DottaandPaperclip	a05b828bcd	Reduce run polling and workspace inspection amplification (#13174) ... ## Thinking Path > - Paperclip manages agent work and shows run progress to operators. > - Run lists, live events, transcripts, and workspace details must remain responsive as usage grows. > - Run-list redaction rereads the full context for every run. Hidden tabs can still trigger requests through live events and manual timers. > - Workspace detail reads repeat Git inspection even when concurrent callers request the same state. > - This pull request batches registry reads, pauses hidden-tab refreshes, and caches Git inspection for display. > - Cleanup keeps fresh Git checks, and redaction keeps company and run boundaries. ## Linked Issues **What happened?** Run-list responses perform one extra database read per run and parse full context JSON to obtain small secret registries. Hidden tabs continue transcript reads and event-triggered refetches. Workspace detail requests repeat Git scans. **Expected behavior** A run list reads registries once. Hidden tabs stop recurring run reads and reconcile when visible. Concurrent workspace detail reads share a short-lived Git result. **Steps to reproduce** 1. Open run lists and task transcripts in several tabs while agents run. 2. Hide some tabs and observe transcript and event-triggered requests. 3. Request a 200-run list and count redaction database queries. 4. Request the same workspace detail concurrently and count Git inspections. Related: #5255 adjusts polling cadence. This change addresses hidden-tab lifecycle, batched registry reads, and workspace inspection reuse. No duplicate with this scope was found. ## What Changed - Batch heartbeat and live-run redaction into one company-scoped registry query. Select only registry JSON for run and issue redaction. - Resolve duplicate secret values once per request. Preserve each run's registry and remove registry material from responses. - Suspend company event sockets and transcript reads while hidden. Refresh active queries and resume transcript offsets on return. - Prevent queued event invalidations and developer health polling from fetching in hidden tabs. Gate legacy run-log readers in both UI variants. - Exclude legacy plugin placeholder connections from remote health probes. Select only due connection IDs in SQL before the sweep limit. Preserve existing plugin records. - Cache concurrent Git display inspections for five seconds, with at most 256 entries. Leave close-readiness and cleanup checks uncached. - Add regression coverage and document the performance behavior. - Stabilize the existing Rust descendant-lineage fixture: allow a bounded 30 seconds for 300 durable notifications under concurrent test load, retaining every correctness assertion and adding timeout diagnostics. ## Verification - Regression coverage verifies one registry query for 200 runs, per-run isolation, request-local secret resolution, decryption failures, Git cache expiry/bounds, hidden-tab pause, and visibility recovery. - Real PostgreSQL redaction/run-route suites passed all 57 tests; workspace-service coverage passed. The health-sweep regression verifies plugin placeholders and chat connections remain untouched and do not consume the sweep limit. - Both legacy transcript viewers retain history and resume their byte offset after visibility changes. The related visibility/progress/chunk suites passed all 29 tests. Other focused UI suites and token gates passed. - Full `pnpm -r typecheck` and `pnpm build` passed. Affected-package typechecks/builds passed after review fixes. The concurrent Rust provider suite passed 84 tests (two ignored), and Rust formatting passed. - Full local `pnpm test:run` stopped after the general-server group: 10,538 passed, 65 skipped, four failed. Fresh chat-delivery and health-sweep reruns passed; building the debug runner fixture cleared the native-event test. One unchanged native-session recovery assertion still fails locally with a semantic-digest error instead of the expected settled-session message. The full local command is therefore not green. CI runs the later groups separately and skips the two native-session tests requiring a prebuilt runner binary (confirmed in its 37-test native-session suite). - All CI gates pass on final head `ee610e737`: typechecking, general and serialized tests, browser tests, runner verification, build, and canary dry run. One server shard passed on its single retry after exposure fixtures encountered port 42001 where they assumed 42000; that suite also passed locally (25 passed, three platform-specific skips). - Greptile reviewed the final head at 5/5 with no actionable findings. ## Risks - Workspace delivery display can lag local Git changes by five seconds. Destructive operations still inspect current state. - Hidden tabs do not receive company live-event notifications until visible. Active queries refresh on return. - This change preserves legacy plugin records and does not repair instance-specific workspace rows. There is no database migration. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser inspection. The exact model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted regressions; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 08:34:24 -05:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	622376e995	fix(ui): remove action buttons from agent list (#13101) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agents list helps operators scan names, roles, and status. > - Each row also shows task, heartbeat, trace, pause, and overflow controls. > - These controls add a second line to every row and crowd the list. > - This pull request removes the action bar from list rows. > - Operators can still use agent detail pages for those actions. ## Linked Issues or Issue Description Related: #7543 introduced list actions. #13011 moved the row actions onto a separate line. No duplicate fix was found. **What happened?** The `/agents/all` list shows Assign Task, Run Heartbeat, Run with provider trace, Pause or Resume, and an overflow menu below each agent. **Expected behavior** The agent list should show agent information without this action bar. **Steps to reproduce** 1. Open `/agents/all` in an organization with agents. 2. Select the list view. 3. Inspect the controls below each agent name. **Paperclip version or commit** Reproduced in source at fac07b42a. **Deployment mode** Board UI. The change is independent of deployment mode. ## What Changed - Removed AgentActionButtons from both agent list implementations, including filtered lists. - Removed the unused board-access query and trace permission calculation. - Kept built-in setup controls, status, and membership actions. - Enabled the normal Run now control on the streamlined agent detail page so operators can still trigger a heartbeat there. - Updated the existing mobile row test and added active/paused row coverage for both list implementations. ## Verification - Passed: `pnpm check:token-gates`. - Passed: `pnpm exec vitest run ui/src/pages/Agents.test.tsx ui/src/components/AgentActionButtons.test.tsx` (27 tests). - Passed: `pnpm -r typecheck` and `pnpm build`. After the review fixes, the UI typecheck, UI build, token gates, and targeted tests passed again. - Full CI passed on 6d527b02a, including all server/workspace test shards, browser tests, typecheck, build, and canary dry run. - Local `pnpm test:run` passed 520 server suites (7,234 tests). The later UI batch had two Inbox failures under load; an isolated Inbox rerun passed all 27 tests. Stopped the redundant local full run after all CI shards passed. - The CI build first hit an unrelated port collision in a Codex-credentials test. One rerun passed runner verification and the full build. - Greptile: 5/5. Both review threads are resolved. - Manual review: open the agent list and verify the action bar is absent. Open an agent to access its actions. ## Risks - Low risk. This changes agent list rendering and restores the normal detail-page run control. Operators must open an agent to use the removed shortcuts. - No API, database, or permission contracts change. ## Model Used - OpenAI GPT-6 (Codex). Exact deployment model ID and context window size are not exposed in this session. Used reasoning, repository inspection, code editing, and 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 not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-09 12:05:42 -05:00
DottaandPaperclip	35fdc0c66b	fix: make task recovery durable and preserve current requests (#13075) ... Make task recovery durable and preserve the latest user request across native and legacy continuations. Keep routine recovery quiet and prevent replay when action outcomes are uncertain. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-09 09:14:25 -05:00
DottaandPaperclip	2043e0c735	fix: repair runner configuration, macOS execution, and artifact galleries (#13062) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent adapters select a provider, a model, and a runtime. > - Runner conversion rejected existing Claude agents. The model list mixed providers. > - The native Claude runner rejected custom models and could not launch on macOS. > - This pull request fixes conversion, model selection, and verified macOS execution. > - It also groups configuration fields consistently across adapters and opens artifact images in the task gallery. > - Operators can change an agent configuration and run the selected model on their Mac. ## Linked Issues or Issue Description **What happened?** Converting an existing Claude agent to Paperclip Runner failed with a Codex-only restriction. ACPX Claude showed unrelated models and required `claude-sonnet-5`. Its native runtime rejected macOS. Configuration mixed common model settings with process controls. Artifact cards labeled “Open gallery” navigated to attachment URLs instead of opening the task gallery. **Expected behavior** Conversion keeps agent identity and compatible settings. ACPX Claude uses the normal Claude catalog and accepts typed model IDs. Codex uses the native runner. The verified Claude runtime can launch on macOS ARM64 and x64. Common configuration sections place the same fields together across adapters. Artifact images open in the shared task gallery with navigation and downloads. **Steps to reproduce** 1. Open the configuration of an existing Claude agent. 2. Convert it to Paperclip Runner. 3. Select ACPX Claude and a different catalog model or a typed model ID. 4. Save the agent and run a disposable task on macOS. 5. Inspect configuration and advanced run-policy controls across adapters. **Paperclip version or commit** The bugs were reproduced on `165ca56a22adb60e5fda56045442d9c8498116a8`. This branch was rebased onto `7ed122911`. **Deployment mode** Built from source. Local test-drive instance on macOS ARM64 with an isolated database. Related work: #11798 addresses unsupported ACP session options in the existing adapter path. #13048 addresses working-folder preservation. This change fixes native runner configuration and launch behavior. ## What Changed - Remove the Codex-only conversion restriction. Preserve agent identity, instructions, directories, credentials, and compatible model settings. Reset incompatible sessions while retaining history. - Show ACPX Claude and native Codex as distinct provider choices. Remove ACPX Codex from advertised configuration. Normalize legacy configurations before fresh runs without rewriting historical run descriptors. - Select model catalogs and cache entries by provider. Support refresh and typed model IDs. Pass exact Claude IDs through session creation, model changes, and recovery. - Add verified macOS ARM64 and x64 Claude SDK snapshots. Bound executable allocation and total snapshot size. Preserve package checks, dependency isolation, process ownership, cancellation, and Linux descriptor loading. - Probe local runtime readiness. Report remote platform checks as incomplete until the remote runner verifies its runtime. - Surface actual model rejection and allow correction and retry. - Repair missing ACPX goal-capability helpers exposed by the post-rebase live test. Persist and restore the optional capability without breaking session startup. - Put Agent identity first and intentionally remove the Capabilities editor, as requested. This is removal of UI editing, not relocation: preserve existing capability metadata and API compatibility without adding another editor. Use the themed select for configurable permission modes, with normal text instead of monospace. - Put model and provider under Adapter. Give environment variables their own section. Fold command and arguments under Configuration. Fold lifecycle, timeout, and interrupt grace under Advanced Run Policy. Hide single-option permission controls. - Open image and video artifact cards in the existing task gallery, including cards in the artifacts panel. Chat attachment images use the same gallery. Preserve standalone media previews and download links. ## Verification - Rebased focused UI/API/database suites: 293 tests passed. - Rebased native runtime and ACPX suites: 242 passed, 7 skipped. - Repository typecheck, build, and token gates passed for the runner changes. Gallery follow-up UI typecheck, build, and token gates also passed. - Follow-up UI suites passed (86 tests), packaging checks passed (14 tests), and the final focused runtime suites passed (126 passed, 7 skipped). - Linux container isolation and lifecycle fixtures passed before rebase (57 passed, 2 skipped). Rust ACPX provider-session tests passed after rebase (8 tests). - Browser tests completed actual Claude and native Codex tasks on macOS ARM64. They covered conversion, catalog refresh, a non-default catalog model, a typed `haiku` ID, save/reload, cancel, follow-up session continuity, invalid-model errors, and recovery. - Final-revision live tests completed a typed Claude task, a follow-up with the same provider session, and a native Codex task on macOS ARM64. - Browser tests confirmed the moved interrupt-grace field saves and survives reload. Cross-adapter tests cover Claude, Codex, Gemini, process, gateway, and schema forms. - Full local run: 7,080 passed, 30 skipped, and two timeouts. Both timeout suites passed on isolated rerun (84 tests); the failures were the plugin login-worker exit diagnostic and the runner real-server vertical slice. - Final follow-up checks: 50 registry tests and 45 snapshot/installation tests passed (6 platform-specific skips). Oversized executable rejection is covered before allocation or reading; unsupported-platform tests invoke the real installation probe. - Runner head `ddb5101c483a297f74875ab96b3c66035b002d50`: all CI gates green, including full runner verification, repository build, typecheck, general/serialized server suites, browser tests, and canary dry run. [CI run](https://github.com/paperclipai/paperclip/actions/runs/34286178670). - Greptile: 5/5 on that runner head. All four review threads resolved. Superagent, Socket, and Snyk checks green. - After snapshot hardening, another real Claude task completed on this Mac using the rebuilt runtime. - Gallery follow-up: 148 focused tests passed, covering artifact selection, shared attachment collections, deduplication, image/video cards, standalone previews, downloads, and closing. Live browser verification completed on the settings follow-up: artifact selection, 6-image pagination with wrapping, download action, and closing all stayed on the same task URL. All checks passed on gallery head `96136da58ff195bf6ca00b281eb3022ad12d7bd8`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/34287987536). Greptile returned 5/5 on that exact head with no unresolved threads. - Final settings polish: 96 focused tests, UI typecheck/build, and token gates passed. A real browser walkthrough verified readable permission options, identity placement, Capabilities removal, and permission save/reload. Original test-agent permission mode restored. All 31 checks passed on final head `e46540d6bf32bfb0566dca16b2f4a75ba437618c`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/34292797886). Greptile returned 5/5 with no unresolved threads. ## Risks - Capabilities intentionally has no editable UI field after this change. Existing values remain readable and API-compatible; removing the field does not erase stored metadata. - macOS launch now copies verified package files into private snapshots. The implementation must retain isolation and clean up snapshots on exit. - Runtime provider or model changes reset the current session. Historical runs remain available. - The macOS x64 SDK executable digest was verified, but a live Intel Mac run was not available. Linux verification used container fixtures, not a real Claude task. - Remote environment tests report a warning when only the platform has been checked. They do not claim package readiness from the server host. ## Model Used OpenAI Codex, based on GPT-6. The exact served model identifier and context-window limit are not exposed in this session. Used reasoning, repository inspection, code execution, Rust and TypeScript tests, and browser automation. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites and both timeout suites on rerun; full-run counts above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 19:10:09 -05:00
DottaandPaperclip	ebaeba40ee	feat: simplify agent onboarding and configuration (#13011) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create agents and configure their runtimes in the board UI. > - The old creation flow presents several choices and a large form before an agent can start. > - The existing onboarding controls already provide clear provider connection steps. > - This pull request uses those controls in a new-agent wizard and organizes the full configuration pages. > - Operators can connect, test, save, and assign a first task while keeping the existing configuration tools. ## Linked Issues or Issue Description Related: #10974. That earlier open PR also reorganizes agent configuration. This PR follows the reviewed Storybook designs for agent creation and the current configuration tabs. **What existing behavior does this improve?** Agent creation, provider connection, runtime tests, and full agent configuration. **Current behavior** The creation dialog leads to a large manual configuration form. Provider login controls differ from onboarding. Environment variables and secret access appear in separate places. **Proposed behavior** Choose a name and adapter. Connect Claude or Codex through the existing onboarding controls. Configure and test the runtime, save the agent, and open a task dialog with that agent assigned. Use the same design on the existing configuration tabs. **Reason and benefit** The first setup asks for fewer decisions. The full editor keeps instructions, skills, runtime controls, secret access, permissions, keys, and revisions available in clear sections. **Breaking changes** The board creation and configuration layouts change. The test-environment API adds an optional, allowlisted `testCredentials` field for one-shot probes. Database contracts stay the same. Native ACPX tests now reject unsupported local platforms before a CLI login can mask the runtime restriction. ## What Changed - Added a new-agent wizard with numbered steps, adapter branding, provider connections, editable model choices, runtime tests, and confirmation. - Added Codex app-server, Claude ACPX, and OpenCode runner choices. - Stored API credentials through existing secret APIs and persisted references in agent configuration. New setup keys are isolated from credentials used by existing agents. - Preserved external-agent invitations beside the wizard, including optional messages, one-time prompts, and clipboard fallback. - Added OpenRouter provider and secret bindings for Pi and OpenCode. - Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi, and Hermes. Cursor Cloud keys are saved as new organization secrets. - Fixed Cursor Cloud repository field mapping, omitted empty remote environment values, and added useful model and repository error messages. - Preserved complete MCP assignments when multiple valid profiles contain more than 250 tools in total. Generated profiles retain exact tool selectors. - Added service branding and deployment-aware adapter choices. Cloud setup offers Claude, Codex, and OpenCode; local native runners require the experimental setting. - Made the agent list responsive at intermediate widths. - Applied the reviewed design to the real agent configuration pages. Kept the instruction editor, skills, and existing mutations. - Combined secret access and environment variables under one Save and Discard action. - Added interactive Storybook screens for setup, configuration, confirmation, authentication, and test results. - Fixed Pi provider-error parsing and thinking-effort persistence. Native ACPX validates Linux x64 on the actual local, SSH, or sandbox target. - Redacted the complete transient probe-credential field from HTTP error logs, including rejected provider names. ## Verification - Current head `df0292fe6` has a fresh Greptile 5/5 review with no unresolved findings. All 31 executed CI checks passed, including the aggregate verification gate and all browser E2E shards. Storybook visual regression is skipped by its workflow; the local Storybook build passed. - Browser tests completed real assigned tasks with direct Codex, Claude, OpenCode, Pi, and native Codex. - Verified external-agent invitation generation and automatic prompt copying in the live browser. - Pi and OpenCode used an existing OpenRouter secret. Browser checks covered save and reload, instruction edits, skill selection, environment-variable Save and Discard, and assigned task creation. - Invalid Claude API credentials remained on the connection step with an error. A live Pi/OpenRouter invalid-key probe returned a provider failure and left the user-secret inventory unchanged (zero entries before and after). - Full workspace typecheck and build passed after rebasing onto current master. After review fixes, server and UI typechecks, token gates, and the full build passed again. Storybook built successfully. - All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter regressions passed all 24 tests. Review regressions passed 69 server tests and all 18 agent-list tests. - The local full test command ran 6,971 general server tests successfully. Editing review fixes during that long run caused nine tests to use stale modules; fresh isolated runs passed. An unrelated embedded-Postgres fixture hit the host shared-memory limit; its 15 affected tests passed when the fixture groups ran separately. - Local workspace groups passed after rerunning 18 CLI tests sequentially to avoid host database limits and parallel-load timeouts. The local full command stopped at the general server phase, so serialized server verification comes from the five passing CI shards. - Browser testing at 390px confirmed that the agent action menu opens and the page has no horizontal overflow. CI browser E2E shards passed. - Review the `Onboarding / New agent` and `Agents / Configuration refresh` Storybook groups. In the real app, create an agent, run its connection test, save it, assign a task, and reload its configuration. ## Risks - This changes the main agent setup and configuration UI. Regression tests cover routing, persistence, secret bindings, and form actions. - Native Claude ACPX requires Linux x64. Direct Claude works on macOS. Remote checks execute a bounded platform probe and reject unsupported or unverified targets. - A native OpenCode task reached the provider context limit because of its tool payload. Its provider connection test passed. Direct OpenCode completed a task. This existing native execution limit is not fixed here. - Claude and Codex connection keys use the existing user-secret store. Other runtime setup keys use distinct organization secrets. Existing credentials are never rotated. Probes do not store entered keys. Failed agent creation removes newly staged credentials. - Cursor Cloud has not completed a live task. Its authenticated account still needs GitHub repository access. The live run passed MCP provisioning, remote environment validation, and explicit Auto model selection before the repository prerequisite blocked execution. - Generated runtime MCP profiles can exceed the public profile-edit request limit. They still contain exact catalog selectors and preserve permission boundaries. - No database migration, dependency, lockfile, or workflow changes are included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser automation. The runtime did not expose the exact model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 14:22:32 -05:00
DottaandPaperclip	1cc45086d3	feat: use the responsible person's GitHub for shared agent operations (#13005) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Several people can send instructions to the same agent and task. > - A fixed GitHub token in the provider process can keep the first person's access after another person's message is accepted. > - Task ownership cannot select credentials for each accepted instruction or preserve the identity of an operation already in progress. > - This pull request records ordered execution identity contexts and resolves credentials when managed Git, gh, or GitHub tools start. > - The benefit is automatic personal GitHub access for shared agents, with durable continuation rules and no teammate credential fallback. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: orchestration, connection grants, database, runtime adapters, native runners, and run details. **Problem or motivation** A shared agent must use the person whose instructions it has accepted. A queued message must retain its author. A retry or approval without new instructions must retain the originating identity. GitHub must remain optional for ordinary work. **Proposed solution** Persist execution identity separately from task ownership. Give new processes a run-scoped broker capability and token-free managed launchers. Capture identity at operation start. Keep an explicit dedicated-agent grant as an override. Show redacted diagnostics in run details. **Alternatives considered** Per-task ownership, fixed provider tokens, and mutable repository author configuration do not handle accepted steering or concurrent operations. A manual account-selection action would add unnecessary setup to each turn. **Roadmap alignment** This completes the existing Multiple Human Users, MCP Tool Gateway & Apps, Secrets Manager, and Self-healing Runs capabilities. The implementation follows the maintainer-approved plan. Related work: Refs #12843, Refs #12907. Existing proposals #4618 and #8945 cover per-agent or per-worktree author configuration. This change instead follows the accepted human instruction across runtime types. Refs #11831 for governed personal connection delegation; this change preserves connection audience checks and does not use standing delegation as a personal credential fallback. ## What Changed - Add durable, ordered identity contexts and active run references. Preserve message authors through consolidation, steering, retries, delegation, approvals, routines, and restart. - Add an authenticated operation-time GitHub credential broker and local/remote managed git and gh launchers. Keep personal tokens out of the long-lived provider process. - Resolve GitHub gateway and server-side Git operations through the same responsible-person or dedicated-grant selection rules. - Make absent and unavailable GitHub credentials non-blocking at generic startup. Clear host and prior-person credentials. Keep anonymous Git access where supported. - Add run-detail identity history and the dedicated-account warning. Keep task ownership and queue-versus-steer decisions unchanged. - Preserve personal OAuth declarations through connection edits. Retain exact selected grants in the gateway. - Fix continuation races found during real acceptance: verify a warm owner before credential rotation, and wait for bounded durable runner suspension before the next run starts. - Make migrations replay-safe. Retain identity through agent/run deletion, remove it with its company, and clean terminal launcher directories before releasing execution environments. Document coordinated release and rollback. ## Verification - Full workspace typecheck, build, and token gates passed. The complete local suite passed in its normal test groups: 17,120 passing tests, including all 143 serialized server suites. After integrating the newly merged runner API work, full local typecheck and build passed again, along with 890 focused integration tests. All 31 checks on the integrated revision passed, including build, browser E2E, release registry, canary dry run, typecheck, security and all test suites. Greptile is 5/5 with all review threads resolved. - Current focused checks passed: 142 native executor tests, 67 runtime lifecycle tests, 9 durable identity tests, 75 credential/routine tests, 19 low-trust/resumption tests, and the executable migration replay test. - Authenticated browser acceptance with two Paperclip users and two GitHub accounts on one shared native agent passed. Real commits and pushes followed A → B accepted steering → queued A continuation in the same saved conversation. GitHub commit author and committer identities matched all three operations. Both runs succeeded and task ownership stayed unchanged. - Real GitHub MCP calls switched from A to B after accepted steering. A delegated subtask retained its originating identity across a server restart. - Disabling B's GitHub connection left ordinary work successful. Managed gh was unauthenticated and the provider had no inherited GH_TOKEN or GITHUB_TOKEN. - The browser displayed run-detail diagnostics and the exact dedicated-account warning. A final controller-restart check followed by another-person continuation retained the conversation, selected the correct GitHub login and Git author, and removed each terminal launcher directory. - Company-lifetime migration and all five previously failing CI suites passed locally (167 tests). Same-token gateway A → B → A and six broker/launcher boundary tests passed. - Remote callback, launcher, sandbox, and runtime contract tests passed. Both native and legacy Codex completed actual Daytona executions on the integrated revision ([campaign results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)). The remote package-manager shim staging regression also passed locally. ## Risks - Deploy the migrations, server broker, launchers, and runner artifacts together. Existing processes finish with their original contract. New managed processes need the broker endpoint for GitHub operations. - Finish or stop new managed executions before rolling application code back. Keep the additive schema and identity history during rollback. - Scripts that require a persistent raw GH_TOKEN must use managed git, gh, or GitHub gateway tools. Run capabilities authorize code executing within that run to acquire its current identity; this is not hostile-code isolation within one execution principal. Managed commands prevent automatic credential carryover; arbitrary code deliberately copying a credential is outside that boundary. - Uncertain steering acknowledgement deliberately holds new credential acquisition until reconciliation. Already-started operations retain their captured identity. - GitHub private access and provider outages can still fail the specific operation that needs them. Dedicated grant failure does not fall back to personal access. ## Model Used OpenAI GPT-6 through Codex assisted implementation, review, shell execution, and browser acceptance. The exact model variant and context-window size are not exposed in this session. Tool use included TypeScript and Rust tests, database integration tests, GitHub CLI, and authenticated browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-07 14:32:20 -05:00
scotttong	b1f4910ee5	feat(ui): refine streamlined workspace surfaces (#12747)	2026-09-02 23:55:55 -07:00
Dotta	131f5c4065	feat(runner): add administration and observability (#12641) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Administrators need bounded controls for experimental native execution. > - The lower stack adds remote Codex execution and the task workspace. > - Operators need to configure Codex safely and inspect provider traces. > - Unsupported providers must not appear as runnable choices. > - This pull request adds Codex-only administration and observability. > - The benefit is a default-off operational surface for production diagnosis. ## Linked Issues or Issue Description Refs #12640. Refs #12616. Refs #12352. **Subsystem affected** Agent configuration, instance experimental settings, run ledger, provider trace inspector, and administrator actions. **Problem or motivation** The native runner lacks one safe operator surface for Codex permissions, lifecycle, raw trace capture, and run inspection. The integration branch also contains provider choices that the production backend cannot execute yet. **Proposed solution** Expose only the qualified Codex controls. Keep Paperclip Developer Mode and runner preview ingress off by default. Gate raw trace actions by administrator access and existing trace authorization. **Alternatives considered** Exposing unfinished providers would create configurations that fail at runtime. Always-on tracing would increase sensitive data and storage risk. **Roadmap alignment** This work supports governed Cloud and Sandbox agents and production diagnostics. ## Stack - Base PR: #12640. - Lower PRs: #12639 and #12638. - This PR contains only its 54-file administration and observability delta. - This is the final feature PR in the Codex production stack. ## What Changed - Added Codex-only Paperclip Runner permission and lifecycle controls. - Added bounded warm idle configuration. - Kept the provider field fixed to Codex. - Added administrator-only one-run raw trace requests. - Added a persistent future-run raw trace toggle. - Added trace status, metadata, ledger, and canonical runner inspection. - Added JSON-RPC request-origin grouping and finalization lineage. - Restored the stateful PRP transcript parser and focused projection tests required by trace inspection. - Added default-off Paperclip Developer Mode. - Added Honeycomb run links for authorized developer mode. - Disabled the legacy operational skill for `paperclip_runner`. - Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner choices. - Did not change migrations, workflows, dependencies, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, server tests, repository typecheck, build, browser tests, security, and policy gates. - Tests cover Codex configuration defaults and bounds, administrator trace actions, persistent settings, ledger inspection, trace lineage, and Honeycomb links. - Existing server trace authorization and retention tests remain the backend authority. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/task-workspace-experience...HEAD` passes. - The delta contains 54 files. ## Risks - Raw provider traces can contain sensitive provider data. - Existing server authorization controls access, reveal, download, retention, and deletion. - The UI gates trace actions by administrator access and developer mode. - All new instance settings remain off by default. - Fresh Paperclip Runner configuration remains Codex-only. - Direct adapters and legacy task behavior do not change in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 03:41:23 -05:00
DottaandPaperclip	9e4be0e60c	fix(ui): prevent false agent instruction saves (#12502) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators edit each agent instruction bundle in the agent detail page > - The rich Markdown editor can normalize content and emit an onChange event while it mounts > - Paperclip treated that editor event as a user edit and retained the dirty state after the tab unmounted > - This pull request accepts rich-editor changes only after real user interaction and clears shared edit state when the instructions tab closes > - The benefit is that opening instructions or moving between agent tabs no longer shows false save controls or navigation warnings ## Linked Issues or Issue Description **What happened?** Opening an agent Instructions page could mark the page as edited without user input. The page showed Save and Cancel controls and warned about unsaved changes during unrelated tab navigation. The shared edit callbacks could remain active after the Instructions tab unmounted. **Expected behavior** Opening an instruction file must not create a draft. Save controls and navigation warnings must appear only after a user changes content. Leaving the Instructions tab must clear its shared dirty, saving, save, and cancel state. **Steps to reproduce** 1. Open an agent Instructions tab with a Markdown entry file. 2. Do not edit the file. 3. Move to another agent tab or navigate away. 4. Observe false save controls or an unsaved-changes prompt. **Paperclip version or commit** Current `master` before this change. **Deployment mode** Self-hosted server and local development. ## What Changed - Ignore rich Markdown editor normalization events until keyboard, pointer, paste, input, drop, or before-input interaction occurs. - Reset the interaction guard when the selected file, agent, or persisted content changes. - Clear the parent dirty, saving, save, and cancel state when the Instructions tab unmounts. - Add regression tests for mount normalization and cross-tab state cleanup. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/pages/AgentDetail.instructions.test.tsx src/pages/AgentDetail.liveRun.test.ts src/pages/AgentDetail.progress.test.ts src/components/MarkdownEditor.test.tsx` — 76 tests passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — the relevant UI tests passed. The local full runner reproduced unrelated workspace-runtime failures present on `master`; GitHub CI is the authoritative isolated full-suite gate. - `pnpm check:token-gates` — the changed files are clean. The command reports nine existing color literals in `ui/src/components/onboarding/PillGuy.tsx` from `master`. ## Risks - Low risk. The change affects only local instruction-editor dirty-state tracking. - The interaction guard covers keyboard, pointer, paste, input, drop, and before-input events. - There are no API, database, migration, or visual design changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 family. The deployment model identifier and context-window size are not exposed in this session. The agent used reasoning, repository tools, shell execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-30 08:23:35 -05:00
scotttong	4d82f5eaea	copy: unify user-facing "company" wording to "organization" (#12243)	2026-08-27 01:04:55 -07:00
DottaandPaperclip	dc6fcd1ff1	fix(ui): move agent secret access to searchable secrets tab (#11283) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent configuration UI controls each agent and its allowed secrets. > - The environment variable editor already has a secret selector with search and folder navigation. > - The secret access editor used a basic list and made large secret stores hard to use. > - The secret access controls also occupied the main Configuration tab. > - This pull request reuses the rich selector and moves secret access to a dedicated Secrets tab. > - The benefit is one consistent secret selection workflow with clearer agent configuration navigation. ## Linked Issues or Issue Description **What existing behavior does this improve?** The agent detail configuration view and its secret access editor. **Subsystem affected** `ui/` — React and Vite board UI. **Current behavior** The secret access editor uses a basic select control. It does not provide the search and folder navigation available in the environment variable editor. The editor also appears inside the Configuration tab. **Proposed behavior** The secret access editor uses the shared secret picker. Users can search secrets and browse slash-delimited folders. Agent details provide a dedicated Secrets tab for this editor. **Reason and benefit** Large secret stores are slow to scan in a flat list. Reusing one selector reduces UI differences and makes scoped secret access easier to manage. **Breaking changes** None. The API and saved secret access data do not change. ## What Changed - Reused the environment variable secret picker in the agent secret access editor. - Preserved secret version selection and the create-secret action, including nested-popover focus handling. - Added a route-backed Secrets tab to agent details and removed secret access controls from Configuration. - Guarded unsaved configuration across tab, link, browser-history, and action-triggered navigation. - Rechecked dirty state when navigation-producing agent actions finish, covering edits made while a request is pending. - Added component, page, and Storybook coverage for the workflow. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/AgentActionButtons.test.tsx src/components/AgentConfigForm.render.test.tsx src/components/AgentSecretAccessEditor.test.tsx src/components/environment-variables-editor/EnvironmentVariablesEditor.test.tsx src/pages/AgentDetail.progress.test.ts` — 82 tests passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - All GitHub PR checks passed on `5209c5b787`, including build, canary, general and serialized tests, and all three e2e shards. - Greptile completed at 5/5 with zero unresolved review threads. ## Risks - Low risk. The API and persisted binding format are unchanged; this changes agent configuration navigation and secret selection UI. - Dirty-state guards now cover direct navigation, Back/Forward history, and navigation-producing agent actions, including pending-request races. - Tests cover tab separation, secret access updates, search, folder navigation, focus restoration, and navigation rejection. - No documentation change is required because commands, contracts, and setup steps do not change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. This runtime did not expose a more specific model ID or context window. The model used agentic reasoning, repository tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-14 08:03:20 -04:00
Constantineandcucurigoo	68c699687e	fix(ui): keep selected run lifecycle and logs current (#10169) ... ## Thinking Path > - Paperclip's agent-run detail view combines live lifecycle events, detail queries, and persisted shell logs. > - Queued runs do not have a log reference yet, so polling the log endpoint returns expected-but-noisy 404s. > - Simply disabling queued log polling can strand the selected detail cache at `queued` or leave terminal lifecycle fields stale. > - The detail cache therefore needs both live lifecycle patches and an HTTP fallback while the run is active. > - Both the selected-run query and the shared transcript hook must avoid reading persisted logs before execution starts. > - This pull request disables queued log polling in both paths, patches lifecycle fields, invalidates authoritative detail data, and polls run state only while active. > - The benefit is quiet queued runs, reliable queued-to-running transitions, and complete final log handoff. ## Linked Issues or Issue Description No exact duplicate found. I searched open PRs for `queued run`, `log polling`, and `run lifecycle`; related results addressed stale queued execution or dashboards rather than selected-run log/detail synchronization. **What happened?** Opening or rendering a queued run caused repeated `GET /api/heartbeat-runs/:id/log` 404s from both the selected detail and shared transcript hydration paths. A queued-only detail guard could also leave the selected run stuck at `queued` when live delivery was missed, or stop before fetching final `logRef` and terminal fields. **Expected behavior** Queued runs should not request unavailable logs. The selected detail should transition through running to terminal via live events or bounded HTTP fallback, refresh authoritative detail data, fetch final logs, and then stop polling. **Steps to reproduce** 1. Open the detail page for a run waiting behind the agent concurrency limit. 2. Observe repeated log-endpoint 404s while status is queued. 3. Let the run start with WebSocket delivery unavailable or delayed. 4. Observe stale detail state without a run-detail fallback. **Environment** - Paperclip base: `14f20be92b86a49ff2c35495e5b0fa4d719998ef` - Deployment: self-hosted, built from source - Adapter scope: visible with Hermes-backed agents but not adapter-specific - [x] I searched open PRs for queued-run log polling and selected-run lifecycle synchronization; no exact duplicate was found. ## What Changed - Poll shell logs only while a run is `running`, never while `queued`. - Defer shared persisted-transcript hydration and its live WebSocket until a queued run becomes `running`; terminal runs still receive one persisted-log hydration attempt. - Patch selected run status, invocation metadata, errors, and start/finish times from lifecycle events. - Invalidate selected run detail on lifecycle events to hydrate authoritative `logRef`, result, usage, and excerpts. - Poll run detail every 5 seconds while queued and every 15 seconds while running, then stop at terminal status. - Add regression coverage for queued/running/terminal polling and lifecycle cache handoff. ## Verification - `pnpm exec vitest run ui/src/context/LiveUpdatesProvider.test.ts ui/src/pages/AgentDetail.progress.test.ts` — 42 passed. - `pnpm exec vitest run ui/src/components/transcript/useLiveRunTranscripts.test.tsx` — 11 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build` - Exact final diff independently reviewed: **APPROVE**, no blocking findings. - UI-only local cutover completed with the Paperclip server PID unchanged. ## Risks - The selected run performs one lightweight detail GET every 5 seconds while queued and every 15 seconds while running if it remains open. Polling stops at terminal status. - Lifecycle events still patch immediately; polling is only the fallback and authoritative hydration path. - No API, schema, or migration changes. > This is a bug fix, not roadmap feature work. ## Model Used OpenAI Codex `gpt-5.6-sol`, with tool use, code execution, repository inspection, and independent read-only review 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/described the search above - [x] I have described the issue in-PR following the bug template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have considered documentation; no user-facing documentation change is required - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: cucurigoo <cucurigoo@users.noreply.github.com>	2026-08-12 16:43:31 -07:00
Evyatar BluzerandAndrew Aymeloglu	19be4cf927	refactor(a11y): add scope=col to the agent costs table headers (#1789) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent detail page has a Costs section. That section renders a data table of per-run spend. > - The table has a header row, but its `<th>` elements carry no `scope` attribute. > - A screen reader uses `scope="col"` to bind each data cell to its column header. Without it, the reader announces a number without telling the user which column it belongs to. > - A table of costs is exactly the case where that hurts. Every cell is a bare figure. > - This pull request adds `scope="col"` to the five header cells in that table. > - The benefit is that assistive technology announces the cost table correctly. The change is markup only, so sighted users see no difference. ## Linked Issues or Issue Description No public GitHub issue covers this. The problem is described in-PR, following the enhancement template. **What existing behavior does this improve?** The Costs table rendered by `CostsSection` in `ui/src/pages/AgentDetail.tsx`. **Subsystem affected** ui/ — React + Vite board UI **Current behavior** The table renders five header cells: Date, Run, Input, Output, and Cost. None of them set `scope`. A screen reader must guess the header-to-cell relationship, so a user hears a value with no column name attached to it. **Proposed behavior** Each header cell sets `scope="col"`. A screen reader then announces the column name together with each cell, so a cost figure is read as part of the Cost column. **Reason and benefit** `scope` is the standard way to associate header cells with data cells in an HTML table. The attribute has no visual effect, so the fix carries no design cost and makes the table usable with a screen reader. **Breaking changes** None. `scope` is a presentational-neutral HTML attribute. No component API, no styling, and no test changes. **Related pull requests** - #2215 proposed the same attribute for the Routines table. It is closed, because that table no longer exists on master. - #1524 and #1522 applied `scope="col"` to other tables. Both are closed. ## What Changed - Added `scope="col"` to the five `<th>` elements in the `CostsSection` table in `ui/src/pages/AgentDetail.tsx`. - Rebased the branch onto current master. - Dropped the original `ui/src/pages/Routines.tsx` hunks. Master rebuilt the Routines page around folder-grouped rows, so the table those hunks targeted no longer exists. - Dropped the original `HintIcon` opacity change. It altered a visible colour, which is out of scope for a markup-only accessibility fix. ## Verification - Run `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/ui build`. This is a markup-only change, so a clean type-check and build is the relevant automated signal. - Open an agent detail page and go to the Costs section. Inspect the header row. Each `<th>` now carries `scope="col"`. - Navigate the same table with a screen reader, cell by cell. Each cell is announced with its column name. - Compare the rendered page before and after. It is unchanged, because `scope` has no styling effect. ## Risks Low risk. The change adds one standard HTML attribute to five header cells in a single table. It introduces no code path, changes no component API, and has no visual effect. The worst case is that the attribute is redundant for a reader that already infers the column, which is harmless. ## Model Used Anthropic Claude Opus 5, exact model ID `claude-opus-5`. It ran with extended thinking and repository read/write tools, inside a maintainer-operated triage agent. The model rebased the branch, dropped the two out-of-scope hunks, and wrote this description. The original change was authored by @bluzername, and the model used for that work is not recorded here. ## 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 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` references) - [x] I have considered and documented any risks above - [x] My branch name describes the change and contains no internal ticket id - [ ] I have run tests locally and they pass — not run. This is a markup-only change and the package has no test covering this table. - [ ] I have added or updated tests where applicable — no test added, which is why this PR is titled `refactor:`. - [ ] I have updated relevant documentation to reflect my changes — no documentation describes this markup. - [ ] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work — not checked by the maintainer who rebased this. - [ ] All Paperclip CI gates are green — CI re-runs on this push. - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups — Greptile re-reviews on this push. --------- Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>	2026-08-07 20:46:47 -05:00
3 people	b67c512f82	feat(ui): live run label → run detail, running row → task detail (#11034) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent detail page has a Dashboard tab. The Dashboard tab shows a "Live Run" section for the agent's current heartbeat. > - The "Live Run" section has two clickable pieces: the section heading and the running row. Both pieces linked to the same run detail page. > - Two controls that go to the same place waste a navigation affordance and hide the task the agent runs. > - This pull request splits the two destinations. The heading goes to the run. The running row goes to the task. > - The benefit is that a user reaches the run internals from the label and the work item from the row, in one click each. ## Linked Issues or Issue Description No public GitHub issue exists for this change. The description follows the enhancement issue template. **What existing behavior does this improve?** The "Live Run" section on the agent detail page, Dashboard tab (the `LatestRunCard` component in `ui/src/pages/AgentDetail.tsx`). **Current behavior** The "Live Run" heading and the running row both link to the run detail page (`/agents/:agentId/runs/:runId`). The row shows the run code and an invocation-source chip. There is a separate "View details →" link that also goes to the run detail page. A user cannot reach the task the run works on from this section. **Proposed behavior** The heading becomes a link to the run detail page and appends the short run code, shown as `Live Run · <run code>`. The redundant "View details →" link is removed. The running row links to the task detail page when the run's context snapshot resolves to a known issue, and the row then shows the task status glyph, the task slug, and the task title. A pure timer heartbeat with no resolvable task keeps the previous behavior: run code plus source chip, linking to the run detail page. **Reason and benefit** The heading and the row now go to distinct, intuitive destinations. A user reaches the run internals from the label and the work item from the row, each in a single click. The fallback keeps heartbeats with no task readable and avoids a blank or broken row. ## What Changed - Made the "Live Run" / "Latest Run" heading a `Link` to the run detail page and appended the short run code (`run.id.slice(0, 8)`) in a mono span, formatted `Live Run · <run code>`. Kept the pulsing live dot. - Removed the redundant "View details →" link. - Changed the running row `Link` target to the task detail page (`/issues/:identifier`) when a task resolves, falling back to the run detail page otherwise. - Resolved the task from the run context snapshot (`contextSnapshot.issueId`, falling back to `contextSnapshot.taskId`) against a `Map` of the agent's assigned issues threaded in from `AgentOverview`. - When a task resolves, replaced the run code and source chip in the row with the task status glyph (`StatusGlyph`), the task slug, and the task title. Kept the running spinner, the run status badge, and the timestamp. ## Verification - `pnpm check:token-gates` → 3/3 gates clean. - `pnpm --filter ui typecheck` → passes. - `pnpm --filter ui exec vitest run src/pages/AgentDetail.progress.test.ts src/pages/AgentDetail.instructions.test.tsx` → 10/10 pass. - Manual (needs a reviewer with a browser): open an agent detail page → Dashboard tab. - For a live issue-execution run: the heading reads `Live Run · <run code>` and opens the run detail page; the row shows the task status icon, slug, and title and opens the task detail page. - For a pure timer heartbeat with no task: the row falls back to run code + source chip and opens the run detail page. No blank row. - Confirm both states in light and dark mode. ## Risks Low risk. The change is presentational and scoped to one component. The task lookup is defensive: it reads the context snapshot with a fallback key and only renders the task row when the issue is present in the already-loaded assigned-issue set, so an unknown or missing issue degrades to the previous run-detail behavior rather than breaking. ## Model Used - Provider: Anthropic (Claude). - Model: claude-opus-4-8 (Opus 4.8). - Context window: 200K. - Reasoning mode: extended thinking, tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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>	2026-08-06 23:18:32 -07:00
3 people	d84c5eae7a	feat(ui): hide task priority from the UI (keep data model) (#11024) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tasks and issues carry a `priority` field that renders across many product surfaces: the detail header, the Triage properties panel, Kanban and thread cards, the New Task composer, list Sort/Group/Filter menus, search filters, and the dashboard chart. > - Product feedback found the priority level adds visual noise and decision cost without clear value in day-to-day task flow. > - We want to remove priority from the interface, but keep the data model, API, validation, and search DSL fully intact so the choice is reversible with no migration. > - This pull request hides every priority indicator and control behind one compile-time flag, `SHOW_TASK_PRIORITY_UI`, set to `false`. > - The benefit is a calmer, simpler UI now, with a single-boolean revive path and zero data loss. ## Linked Issues or Issue Description <!-- No public GitHub issue exists. Describing in-PR per the feature template. --> **Subsystem affected** The web UI (`ui/src`): issue detail, properties panel, Kanban/thread cards, New Task dialog, issues list Sort/Group/Filter menus, search filter bar/sheet, dashboard charts, and the design-guide showcase. **Problem or motivation** The task/issue priority level appears across many surfaces and adds visual clutter and decision overhead without pulling its weight in normal task flow. We want it gone from the interface without discarding the underlying data or breaking anything that depends on it. **Proposed solution** Add a single compile-time UI flag, `SHOW_TASK_PRIORITY_UI` (default `false`), and gate every priority indicator and control behind it. Leave the data model, API params, Zod validation (including the `"medium"` default), and the search filter DSL untouched. Reviving priority is a one-line flip of the flag back to `true`. **Alternatives considered** Deleting the priority code and schema outright. Rejected: it is irreversible, needs a data migration, and throws away a field the API and search still support. A gated flag keeps the change reversible and low risk. **Roadmap alignment** UI simplification. This is a presentation-only change; it does not alter core agent or data behavior. ## What Changed - Added `ui/src/lib/ui-flags.ts` exporting `SHOW_TASK_PRIORITY_UI: boolean = false` (typed `boolean` so gated branches are not flagged as dead code). - Gated the priority row in the Triage properties panel and the editable priority control in the issue detail header (plus its skeleton seed). - Gated the per-card priority icon in `KanbanBoard` and in `IssueThreadInteractionCard`. - Hid the priority chip and the mobile "more" menu priority section in the New Task dialog. The submit path still sends the `"medium"` default. - Removed the Priority options from the issues list Sort and Group-by menus; the comparator and grouping logic stay dormant. - Hid the Priority sections in the issue filters popover and in the search filter bar and sheet. The `priority:` search DSL and filter state stay functional at the data layer. - Suppressed active-filter priority pills for consistency. - Gated the "Tasks by Priority" dashboard chart and the design-guide priority showcase subsection. - Left activity-feed "changed priority" history text intact as a historical record. - Updated call-site tests to assert priority UI is absent while the flag is off, added focused hidden-surface tests, and added a test that proves creating a task still persists `priority: "medium"`. ## Verification - `pnpm check:token-gates` — all 3 gates clean. - `pnpm --filter @paperclipai/ui typecheck` — clean. - `pnpm --filter @paperclipai/ui exec vitest run` on the touched surfaces (IssueProperties, IssueFiltersPopover, IssuesList, NewIssueDialog, IssueDetail, PriorityIcon and its interaction test) — all green under `TZ=UTC`. - Manual: with the flag off, priority does not appear in the detail header, Triage panel, New Task composer, Sort/Group/Filter menus, or the dashboard chart. Creating a task still persists `priority: "medium"`, and the `priority:` search token still filters at the data layer. ## Risks Low risk. The change is presentation-only and additive: no data model, API, validation, or search-DSL changes. The priority code paths remain compiled and tested; flipping `SHOW_TASK_PRIORITY_UI` to `true` restores the full UI. Visual snapshot baselines are intentionally not updated per the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Model Used Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended thinking enabled, with tool use / code execution in an agentic coding harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-06 16:19:22 -07:00
DottaandPaperclip	1fa36be353	fix(ui): use HTTP-safe clipboard copy everywhere (#10875) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators often open self-hosted Paperclip over plain HTTP on a LAN or private network. > - Browser Clipboard API writes are not reliable in that insecure context. > - Paperclip already has one shared helper with a legacy copy fallback, but many current copy actions bypass it. > - This pull request routes every core UI copy action and the first-party workspace-diff plugin through the shared helper. > - The benefit is consistent copy behavior on HTTPS, localhost, and plain-HTTP private deployments. ## Linked Issues or Issue Description Refs #3529. This change supersedes the stale prior attempt in #3531. Current master has more copy surfaces and a first-party plugin UI bridge that the prior branch does not cover. ## What Changed - Replaced direct Clipboard API writes and duplicate fallback implementations across the current core UI with `copyTextToClipboard`. - Added an HTTP-safe clipboard function to the plugin UI SDK and wired the host bridge to the same implementation. - Migrated the first-party workspace-diff plugin to the plugin SDK clipboard function. - Added unit coverage for native rejection fallback and plugin host delegation. - Added a source-level regression test that rejects new direct clipboard writes outside the shared implementation. - Documented the plugin UI clipboard function. ## Verification - `NODE_ENV=test pnpm exec vitest run ...` for 14 affected suites: 164 tests passed. - `pnpm exec vitest run tests/ui-clipboard.test.ts` in `packages/plugins/sdk`: 1 test passed. - `NODE_ENV=test pnpm -r typecheck`: passed for 31 workspace projects. - `NODE_ENV=test pnpm test:run`: passed. - `NODE_ENV=production pnpm build`: passed. - `pnpm check:token-gates`: passed with all gates clean. ## Risks Low risk. Secure contexts still use the modern Clipboard API. Plain HTTP and rejected modern writes use the existing `execCommand("copy")` fallback. That API is deprecated, but it is the compatibility path required for insecure contexts. The change has no schema, API, or visual design effect. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`. The runtime did not expose a context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:45:08 -05:00
Devin Foley	3dec88ce90	feat(agents): warn when an agent's escalation path routes to a paused manager (#10657) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents escalate work up the org chart (`reports_to`), and operators pause agents — notably, instance imports pause every agent by default > - A paused manager does not invalidate the chain (subordinates stay invokable), so nothing surfaces when an operator unpauses workers but leaves their manager paused > - Escalations then dead-letter silently: agent-created issues assigned to the paused manager sit in a queue nothing will ever run > - This pull request computes paused ancestors in the existing org-chain health model and surfaces a non-blocking warning on the agent read models and detail page > - The benefit is that the operator learns their escalation paths are dead before work vanishes into them ## Linked Issues or Issue Description Fixes #10647 (companion to #10648, which refuses agent-initiated assignment to paused agents at write time — this PR makes the standing hazard visible) ## What Changed - `AgentOrgChainHealth` gains two additive, optional fields: `pausedAncestors` (paused agents in the `reports_to` chain) and `escalationWarning` (human-readable, only set when the agent itself can work — a paused/terminated agent's escalation path is moot). Chain validity, invokability, and assignability are byte-identical. - No server route changes needed: the fields flow through every existing agent read model (list, detail, org chart) since they ride the same `getAgentWorkEligibility` computation. - Agent detail page shows an amber "Escalation path is paused" banner (same visual language as the invalid-chain banner, but non-blocking) with the warning text naming the paused manager and the two remedies. ## Verification - `pnpm vitest run packages/shared/src/agent-eligibility.test.ts` — 5 new cases: paused direct manager warns; paused grandparent through a healthy manager warns; the agent itself paused → no warning (but ancestors still reported); fully active chain → no warning, empty list; terminated ancestor keeps the invalid-chain classification without double-counting as paused. - Full `@paperclipai/shared` suite (392 tests) and `agent-eligibility-routes` (54) unchanged. - `tsc --noEmit` in shared, server, and ui. ## Risks - Low. Purely additive fields plus one UI banner; no behavior gates on the new data. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended thinking, agentic tool use. No other models involved. ## 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	2026-08-01 17:42:42 -07:00
3 people	71231dfa38	feat(audit): agent audit UI — company page + per-agent tab (#9744) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description **Feature.** This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 - Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## 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> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:09:13 -07:00
Devin FoleyandPaperclip	4c8d92f086	fix(ui): leave agent detail after termination (#10451) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The agent detail page lets operators inspect one agent and run lifecycle actions from that context > - Terminated agents are removed from the normal active-agent surface, so the current detail route may no longer be fetchable after termination > - Before this change, terminating an agent from its detail page invalidated agent queries while leaving the browser on the now-stale detail route > - That refetch could surface an "Agent not found" error even though the terminate action itself succeeded > - The shared action button already owns the terminate mutation, so it can notify detail-page callers when termination succeeds > - This pull request redirects the detail page back to the agents list after a successful terminate action > - The benefit is that operators land on a valid route and the Back button does not return them to the stale terminated-agent detail route ## Linked Issues or Issue Description No direct public GitHub issue or PR was found for this detail-page termination flow. ### What happened? After terminating an agent from its detail page, the UI could remain on that agent's detail route and show an "Agent not found" error after query invalidation/refetch. ### Expected behavior Once termination succeeds, the operator should leave the now-stale detail page and land on a valid agents view. ### Steps to reproduce 1. Open a non-built-in agent detail page. 2. Use the overflow actions menu to terminate the agent. 3. Observe the post-termination route/error state. ### Paperclip version or commit Current `master` before this PR. ### Deployment mode Browser UI behavior, independent of a specific deployment mode. Duplicate search: searched public GitHub issues and PRs for `agent not found terminate`, `terminate agent detail`, and `Agent not found`; no direct duplicate or viable in-flight PR was found. ## What Changed - Added an optional `onTerminateSuccess` callback to `AgentActionButtons`, fired only after the shared terminate mutation succeeds. - Wired `AgentDetail` to replace-navigate to `/agents/all` after successful termination. - Extended `AgentActionButtons` coverage for the terminate success path, including API args, callback payload, and query invalidations. ## Verification - `corepack pnpm exec vitest run ui/src/components/AgentActionButtons.test.tsx` - `corepack pnpm check:token-gates` - `git diff --check origin/master..HEAD` - Local diff scan for obvious tokens, credential filenames, and email addresses found no matches. ## Risks Low risk. The new callback is optional, only fires for successful terminate actions, and preserves existing behavior for other `AgentActionButtons` callers. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), tool use enabled for repository inspection, editing, local verification, and GitHub CLI operations. Context window details were not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-29 12:26:07 -07:00
3 people	1f1f545238	feat: add built-in summarizer and summary slots (#9713) ... ## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. **Problem** Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. **Proposed capability** Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. **Expected behavior** - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > 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-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-17 11:03:07 -05:00
DottaandPaperclip	f712cedbc2	feat(mcp) [split 7/8]: activate Apps and gateway UI (#9562) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 7/8 and focuses on Apps/Gateways UI and feature-flagged activation > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The standalone UI foundation needs feature-flagged routes, navigation, app detail flows, gateways, Storybook scenarios, and QA configuration. - Proposed solution: Adds Apps/Gateways pages and components, navigation/route activation, remaining page integrations, Storybook stories, and QA Vite configuration. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/06-ui-tools-foundation`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: UXDesigner sanity pass on Apps/Gateways flows and flag-off behavior; Greptile on every PR. ## What Changed - Adds Apps/Gateways pages and components, navigation/route activation, remaining page integrations, Storybook stories, and QA Vite configuration. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `pnpm check:token-gates` — all gates clean - Focused UI Vitest run with `NODE_ENV=test` — 17 files, 147 tests passed ## Risks - Navigation or flag regressions could expose incomplete experiences; activation remains controlled by existing experimental settings. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff 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 Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools 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] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [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 - [ ] 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 ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. ## UI Evidence QA captured these from the live Garden MCP split stack at 1440px and verified clean rendering:    --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-14 15:40:08 -05:00
DottaandClaude Opus 4.8	f49a3f9924	fix(ui): cap live agent-run transcript buffers to bound tab memory (#9569) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents stream their run output live into the web UI, viewed per-run in the `AgentDetail` transcript viewer > - Browser tabs holding these views were sitting at 8–16 GB of memory footprint while their JS heap stayed at ~256 MB — a 60×+ gap, meaning the cost is in retained DOM / render objects, not JS objects > - The `LogViewer` in `AgentDetail.tsx` kept every streamed stdout/stderr line and structured event in unbounded React state and rendered each into a rich DOM block (the default "nice" mode has no virtualization), so a run streaming for hours grew an unbounded live DOM tree > - The sibling `useLiveRunTranscripts` hook (used by `IssueChatThread`) already bounds its buffers and virtualizes; `LogViewer` bypassed it and managed its own uncapped state — that inconsistency is the bug > - This pull request caps the live buffers and bounds the live DOM render, aligning `LogViewer` with the already-bounded path > - The benefit is that long-lived streaming tabs no longer grow without bound, cutting multi-GB tabs back to a bounded footprint ## Linked Issues or Issue Description No public GitHub issue exists; describing inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR", following the bug report template. **What happened?** Chrome's Task Manager showed multiple long-lived Paperclip tabs (agent-run / task views) each consuming 8–16 GB of memory footprint, while each tab's JS heap stayed at only ~150–256 MB. Memory grew monotonically the longer a run streamed. **Expected behavior** A tab viewing a live agent run should hold a bounded amount of memory regardless of how long the run streams. **Steps to reproduce** Open an agent run with a long-running / high-volume stream in `AgentDetail`, leave the tab open while output streams for an extended period, and watch the tab's memory footprint climb without bound in Chrome's Task Manager. **Paperclip version or commit** `3991a19a` (branch `fix/agent-run-transcript-memory`, off `master`). **Deployment mode** Local dev (`pnpm dev`), web UI. Not adapter-specific — core UI bug in the shared transcript viewer. ## What Changed - Add `ui/src/lib/live-log-buffer.ts`: a pure `appendCapped(prev, additions, max)` helper plus caps `MAX_LIVE_LOG_LINES=5000`, `MAX_LIVE_EVENTS=2000`, and `LIVE_TRANSCRIPT_RENDER_LIMIT=1500`, with rationale documented in the module. - Add `ui/src/lib/live-log-buffer.test.ts`: 6 unit tests (append, trim-to-cap, oversized batch, exact-cap, no-mutation, referential bail-out). - `ui/src/pages/AgentDetail.tsx` (`LogViewer`): route all four live-append sites (WebSocket log / progress / event, plus the poll fallback) through `appendCapped`, and pass `limit={LIVE_TRANSCRIPT_RENDER_LIMIT}` to `RunTranscriptView` for live runs so the "nice" view mounts only the most recent blocks. - The terminated-run "Load more log" pagination is deliberately left **uncapped** (guarded by `isLive`), so no historical output is lost — older output remains on the server and reachable there. ## Verification - `vitest run src/lib/live-log-buffer.test.ts` → 6/6 pass. - Existing suites `RunTranscriptView.test.tsx`, `AgentDetail.instructions.test.tsx`, `useLiveRunTranscripts.test.tsx` → 22/22 pass. - `tsc -b` (UI) → clean. - Manual/behavioral: live runs tail the last ~1500 blocks; terminated runs still render full history via "Load more log". Follow-up planned to profile before/after with the Chrome DevTools MCP. ## Risks Low risk. Changes only bound **in-memory state for live runs**; the terminated-run paginated path is untouched (still uncapped, guarded by `isLive`). No API, schema, or persistence changes. Worst case for a live run is that only the most recent 5000 lines / 1500 rendered blocks are visible in the tab — which is the intended "tail" behavior, and full history remains on the server. ## Model Used - **Provider:** Anthropic, via the Claude Code CLI. - **Model:** Claude Opus 4.8 (`claude-opus-4-8`). - **Reasoning mode:** Extended thinking enabled. - **Capabilities used:** tool use (shell execution, file editing), sub-agent fan-out for the codebase memory sweep, and the Chrome DevTools MCP for the diagnosis phase. ## 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 (the ROADMAP "Memory" item is about company/agent knowledge, unrelated to this browser-tab memory fix) - [x] I have searched GitHub for duplicate or related PRs and linked them above (none found among open PRs) - [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 considered and documented any risks above - [ ] I have updated relevant documentation to reflect my changes (N/A — no user-facing docs affected; rationale is documented inline in `live-log-buffer.ts`) - [ ] All Paperclip CI gates are green (in progress at time of writing) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (the only open P2 was this missing template, which this update resolves; awaiting re-review) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-14 12:43:05 -05:00
Devin FoleyandClaude	d1f6a6850a	Fix agent detail URL after agent rename (#9340) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent detail page uses route references that can be based on an agent's URL key. > - Renaming an agent can change that URL key while the browser is still on the old route. > - After save or rollback, refetching the stale route reference can render an "Agent not found" state even though the agent still exists. > - This pull request redirects the detail page to the updated canonical route when the saved agent's route reference changes. > - The benefit is that agent renames keep users on the same configuration workflow without landing on a stale URL. ## Linked Issues or Issue Description - Refs #1848 - Related public search performed for agent rename/not-found issues and PRs; no closer in-flight PR was found. - Bug context: after saving a renamed agent or rolling back to a revision with a different name-derived URL key, the agent detail page could continue using the old URL and show "Agent not found". ## What Changed - Added a small route-sync helper that compares the previous and updated agent route refs after mutations. - Redirects the agent detail page with `replace: true` when a save or rollback changes the canonical route ref. - Removes the stale detail-query cache entry so the old route reference is not refetched after a rename. ## Verification - Local outgoing patch scan for common secrets, private paths/emails, and internal issue/link references: no matches. - `corepack pnpm install --frozen-lockfile` - `corepack pnpm --dir ui run typecheck` - `corepack pnpm --dir ui exec vitest run src/pages/AgentDetail.progress.test.ts src/App.test.tsx` - `corepack pnpm check:token-gates` ## Risks - Low risk: the redirect only runs when the updated agent resolves to a different route ref than the current agent. - If a future mutation response omits both URL key and name, the existing route-ref fallback behavior still applies. ## Model Used OpenAI Codex, GPT-5 coding agent via the local Codex adapter, with tool-assisted repository inspection, shell execution, and GitHub API use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude <noreply@paperclip.ing>	2026-07-10 14:45:42 -07:00
DottaandPaperclip	9a1d4b7983	fix(ui): use prose editor for markdown agent instructions (#9332) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent setup depends on instruction files that are readable and editable from the board UI > - The instructions tab already receives server-side metadata describing whether each file is Markdown > - The UI was deciding Markdown editor usage primarily from the file extension, which makes extensionless Markdown instruction files feel like raw code > - This pull request makes the instructions editor trust server Markdown metadata for existing files and keep extension fallback only for new unsaved files > - The benefit is that AGENTS-style prose instructions render and edit like prose while explicitly non-Markdown files still use the raw textarea ## Linked Issues or Issue Description - Refs #8201 - Refs #5652 - Refs #3427 - Refs #2068 - Related PRs: #2468, #2620 ## What Changed - Use server `markdown` metadata from instruction file details/summaries to choose the prose Markdown editor for existing instruction files. - Keep extension-based Markdown detection only for pending new files before server metadata exists. - Remove the monospace content styling from the Markdown editor path so prose instructions read like normal text. - Add focused tests for extensionless Markdown files, new `.md` files, and `.md` files explicitly marked non-Markdown by the server. ## Verification - `pnpm check:token-gates` - `pnpm exec vitest run ui/src/pages/AgentDetail.instructions.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` ## Risks - Low risk. The editor selection now depends on server metadata for existing files, so incorrect server metadata would choose the wrong editor. The fallback still preserves extension-based behavior for newly created unsaved files. > 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 via Codex coding agent, tool-enabled terminal workflow. Context window details were not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 19:43:44 -05:00
3 people	f3ca4d24bc	fix: repair dirty/foreign-branch execution worktrees (#9297) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Execution workspaces are the bridge between Paperclip's control plane and a local agent's checked-out repository state. > - When a workspace is restored after a failed or interrupted run, the recorded branch can disagree with the branch currently checked out on disk. > - A clean branch mismatch can be reconciled safely, but a dirty mismatch needs a lossless path that does not discard uncommitted agent work. > - This pull request adds a quarantine-and-restore path that saves dirty work to a rescue branch, restores the recorded branch, and exposes the repair from the board UI and run page. > - The benefit is that operators can recover wedged execution workspaces without losing work or moving another live branch unexpectedly. ## Linked Issues or Issue Description No public GitHub issue exists for this workspace-recovery failure, so this PR includes the bug report inline. **What happened** A git worktree-backed execution workspace could become wedged when Paperclip expected one branch but found a different checked-out branch with dirty tracked or untracked files. The existing safe repair path refused the restore, leaving the source task blocked with no lossless one-click recovery path. **Expected behavior** Paperclip should preserve dirty work before restoring the recorded workspace branch. If another live workspace claims the checked-out branch, or an attached runtime service is active, the repair should refuse with clear operator-facing evidence instead of risking work loss or file contention. **Steps to reproduce** Create a git worktree execution workspace whose persisted branch name differs from the checked-out branch, add dirty tracked or untracked files in that worktree, then trigger workspace validation or use the branch reconcile endpoint. Before this change, the dirty mismatch remained blocked because Paperclip had no quarantine restore mode. **Paperclip version or commit** Observed on the pre-fix workspace-recovery implementation. Verified on this PR head after rebasing onto current `master`. **Deployment mode** Local trusted development/worktree deployments using git worktree execution workspaces and optional workspace runtime services. ## What Changed - Added dirty-worktree quarantine repair that creates a rescue branch, commits dirty tracked and untracked files there, restores the recorded branch, writes audit comments/activity, and preserves the live foreign branch ref. - Added `quarantine_restore` branch reconcile API support, recovery-action resolution, source-task wake behavior, execution-review preservation, claimant refusal, runtime-service refusal, and coverage for the non-transactional git ordering. - Added board UI controls for the repair action in the recovery card plus a compact failed-run workspace recovery surface that uses the same reconcile handlers. - Hardened Greptile follow-up cases by best-effort restoring the recorded branch after a mid-sequence rescue commit failure and by refusing quarantine restore while attached runtime services are active. ## Verification - `pnpm exec vitest run server/src/__tests__/execution-workspaces-service.test.ts -t "quarantine_restore"` - `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts -t "workspace dirty quarantine branch repair"` - `pnpm exec vitest run server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts -t "repairs clean unrecorded branch drift|adopts unrecorded forward branch drift"` - `pnpm exec vitest run server/src/__tests__/workspace-runtime-routes-authz.test.ts` - `pnpm --filter @paperclipai/server typecheck` - Earlier PR verification covered the route, service, heartbeat, UI component, and run-page recovery surfaces; Cutter posted public preview screenshots for the repair popover and run-page panel at https://github.com/paperclipai/paperclip/pull/9297#issuecomment-4926934211. - GitHub PR checks are green on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`. - Greptile is 5/5 with zero annotations and no unresolved review threads on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`. ## Risks - Moderate risk because the change intentionally runs git commands against local worktrees; the implementation refuses dirty repair when another claimant or active runtime service is detected and records rescue refs for auditability. - Compatibility / release-note callout for self-hosted operators: existing instances that left `enableWorkspaceBranchReconcileForward` unset now get automatic forward branch reconciliation during heartbeat workspace recovery. Operators who want the previous advisory-only behavior can set `experimental.enableWorkspaceBranchReconcileForward` to `false`; dirty quarantine repair can likewise be disabled with `experimental.enableWorkspaceDirtyQuarantineRepair: false`. - If the git rescue succeeds but a later database write fails, the worktree may already be restored while the recovery action remains open; this ordering is documented in code because git side effects cannot participate in the database transaction. - UI risk is limited to the workspace recovery surfaces and covered by component tests plus the existing Cutter visual preview. ## Model Used OpenAI Codex coding agent based on GPT-5, with repository tool use, shell execution, and local test execution. Earlier preserved commits on this branch also show Claude Code / Claude Opus 4.8 assistance in their commit metadata. ## 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] Branch naming exception documented: this PR preserves the existing worktree branch requested for publication while keeping the PR title and body public-facing - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-09 18:19:49 -05:00
DottaandPaperclip	8b6a06ee25	[codex] Add built-in agents and Reflection Coach bundle (#9206) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 16:29:30 -05:00
3 people	b13eb5b2b5	Skill Studio: three-pane skill IDE with sandboxed test runs (#9241) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Skills Manager gives operators a reusable skill layer, but iteration still required manual edits, ad hoc prompts, and indirect run inspection. > - Skill authors need a focused workflow for editing skill files, saving representative test inputs, and running those inputs through an agent without exposing harness tasks as normal company work. > - The backend therefore needs durable test inputs, reusable run templates, hidden harness issues, scoped run execution, retention metadata, and read-containment rules around hidden work. > - The frontend needs a three-pane Studio that keeps skill files, saved inputs/templates, and run output/history visible together while preserving the existing design system and token rules. > - This pull request ships that Skill Studio surface end to end: database migrations, shared contracts, server APIs/services, hidden harness execution behavior, UI routes/components, and focused tests. > - The benefit is faster and safer skill iteration, with inspectable outputs and fewer ways for internal harness work to leak into normal task lists, costs, or adjacent read APIs. ## Linked Issues or Issue Description No public GitHub issue exists for this feature. Feature request summary: - Problem: Skill authors need to edit and test company skills in one place instead of switching between the skill detail page, task creation, run output, and manual prompt history. - Proposed solution: Add a Skill Studio workbench with saved inputs, reusable templates, hidden sandboxed test runs, live run status, output inspection, run history, rerun/delete controls, and frontmatter-aware editing. - Expected users: Paperclip operators and agent-company maintainers who create, fork, import, and tune skills. - Related public PRs: Supersedes #9205, which was replaced so the public PR branch name follows contributor policy. - Duplicate search: searched public GitHub issues and PRs for "Skill Studio"; no other active public issue or PR directly covers this feature. ## What Changed - Added database migrations for Skill Studio test inputs, test runs, test run retention, and reusable run templates. - Added shared Skill Studio types, validators, route helpers, frontmatter utilities, and status handling. - Added server services and routes for saved inputs, test runs, templates, reruns, terminal-run deletion, hidden harness issue execution, and run-detail hydration. - Strengthened hidden-issue read containment across issue-adjacent routes and cost rollups used by skill test harness work. - Added the Skill Studio UI with skill file editing, frontmatter editing, saved inputs, templates, run creation/cancel/rerun/delete flows, output rendering, history, route support, and responsive pane behavior. - Added focused backend, shared, and UI tests for the new APIs, routing logic, editor/run behavior, hidden-issue containment, and migration safety. - Rebased onto current `master`, removed the generated lockfile diff from the PR, and verified no workflow files are changed. ## Verification - [x] `pnpm --filter @paperclipai/db check:migrations` - [x] `pnpm check:token-gates` - [x] `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/company-skill-test-runs-service.test.ts ui/src/lib/skill-studio.test.ts ui/src/pages/SkillStudio.test.tsx` — 5 files, 132 tests passed - [x] Greptile review on the latest PR head - [x] GitHub PR checks on the latest PR head ## Risks - Medium risk because this is a broad feature touching database schema, server orchestration, issue visibility, and a large UI surface. - Hidden harness issue containment is security-sensitive; this PR includes regression coverage for adjacent read paths and cost rollups. - The new migrations are additive and use idempotent guards where applicable, but deployed databases that previously tested draft migration numbers should still be checked carefully. - The UI depends on a new resizable panels package in `ui/package.json`; the lockfile is intentionally left to repository automation. > 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 shell, git, and GitHub CLI tool use. Earlier feature commits include assistance from other Paperclip coding agents; this PR preparation, rebase, cleanup commit, and PR body were completed by OpenAI Codex in a 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-09 13:08:56 -05:00
scotttongandClaude Fable 5	c90e66bdd6	feat(ui): design-system component convergence — Card/Badge adoption, multiplicative radius ladder, unified list surfaces (#9240) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is governed by a design system (`DESIGN.md` + the token layer in `ui/src/index.css`, merged in #9134) whose first principle is "one way to say each thing" — one Card, one Badge, one nav row > - After the token extraction landed, ~35 files still hand-rolled card containers, ~45 files hand-rolled pill spans, the sidebar agents section duplicated the nav-row chrome, and the inbox and tasks lists rendered the same task rows two subtly different ways > - Each divergence is a place where a future design change (radius, hover language, status vocabulary) silently misses surfaces, defeating the "edit tokens + run checks" model the design system exists for > - This pull request converges those surfaces onto the shared primitives, codifies the radius scale as the modern multiplicative shadcn ladder, and unifies the row/hover/tree-guide language across the inbox and tasks lists — every visible delta was human-reviewed screen-by-screen against a live instance across nine feedback rounds > - The benefit is that the app's look is now steerable from single knobs (one `--radius` anchor, one Card, one Badge, one row component), and the visual regression suite covers the result (514 snapshots including a new AgentDetail page story) ## Linked Issues or Issue Description No public GitHub issue exists for this work; describing per the feature template: - **Problem**: after the design-token foundation (#9134), component-level drift remained — hand-rolled cards/pills, duplicated sidebar row chrome, and two different renderings of task rows (inbox vs tasks list) meant design changes had to be applied per-surface and frequently missed spots (e.g. status glyphs rendered 16px in the inbox but 20px in the tasks list because a slot override silently beat the component default). - **Proposed behavior**: all card-shaped containers render via `Card`, all label pills via `Badge`, sidebar rows via `SidebarNavItem`, and both task-list surfaces via one `IssueRow` configuration; the radius scale is a single multiplicative ladder anchored at `--radius: 0.5rem`. - **Alternatives considered**: converting interactive `<button>`/`<Link>` cards to `Card` divs (rejected — breaks semantics; documented inline with `design-allow` comments instead); keeping the legacy additive radius ladder (rejected in favor of the standard shadcn multiplicative mapping). ## What Changed - `Card` adoption across ~35 files (settings pages, auth/board flows, dashboards, list containers, KPI tiles); non-adoptable sites (interactive cards, `<li>` rows, class-string props, chart tooltip) carry documented `design-allow(card-pattern)` comments - `Card` gains an `interactive` prop — one quiet hover affordance for clickable cards (cursor, border darken, shadow lift, focus ring), applied to skills tiles, artifact cards, and the company selector; cards carry no resting shadow - `Badge` adoption for 113 hand-rolled pill spans across ~45 files; `PropertyChip` wraps `Badge` internally; `StatusBadge`, external-object chips, and match chips stay bespoke by documented decision (WCAG-tuned status mechanics) - Radius ladder becomes the multiplicative shadcn mapping (`sm/md/lg/xl/2xl/3xl/4xl = 0.6/0.8/1.0/1.4/1.8/2.2/2.6 × --radius`, anchor `0.5rem`); every card surface unifies on `rounded-lg`; the orphaned 8px literal token is deleted - Sidebar: agent rows render via `SidebarNavItem` (new additive props: `iconNode`, `active`, `trailing`, `liveAccessory`); live dots use `--status-agent-running`; one row rhythm and inset rounded pill highlight; right-aligned trailing badges; every labeled section is collapsible - Inbox + tasks lists unified: md status glyphs, `accent/50` rounded row hovers, vertical tree guides under parent rows (opaque underlay so dark-mode translucent borders don't stack), no horizontal dividers under expanded parents; the swipe-to-archive reveal layer shows only mid-swipe; board toggle uses the `SquareKanban` glyph - Kanban: every column carries a status-hued tint; lanes default expanded (including empty); compact mode collapses empty lanes to labeled rails (fixes a clipped, label-less empty-column state) - Storybook: new AgentDetail page story (realistic fixtures, light+dark) joins the visual suite; suite captures with `reducedMotion: 'reduce'` and the ux-lab reasoning ticker honors `prefers-reduced-motion`; a stale lexical alias in `storybook/main.ts` is fixed (build was broken since the lexical 0.46 bump) - Keyboard navigation, from live review of the unified lists: inbox navigation keys work on every tab (archive keys stay scoped to the archivable tab); keyboard-driven scrolling no longer hands the selection to whatever row lands under the stationary cursor (hover selects only after real pointer movement); the tasks list view gains the same j/k / arrows / Enter selection model as the inbox; and the `g` then `i` go-to-inbox chord works app-wide instead of only on the issue detail page - Token gates restored to 3/3 CLEAN (tokenized a post-#9134 regression in the recovery card); decisions recorded in `doc/design/DECISION-SHEET.md` and `doc/design/COMPONENT-INVENTORY.md` (investigation verdicts: FileTree vs WorkspaceFileBrowser and the four entity pickers stay separate — evidence included) ## Verification - `pnpm check:token-gates` → 3/3 CLEAN - `pnpm typecheck` → green (all packages) - `cd ui && npx vitest run` → 2106/2106 (assertions updated in lockstep where they documented superseded decisions; new tests for the global go-to-inbox chord) - `pnpm --filter @paperclipai/ui build` → exit 0 - `pnpm build-storybook` → succeeds (also fixes the lexical-alias break on master) - Visual regression: 514-snapshot Playwright suite green against the updated baseline (zero diffs from the keyboard-navigation round — those changes are purely behavioral). Note: baselines live outside git per the suite design and the baseline-manifest archive is not yet published, so CI cannot run this suite — it was run locally throughout; every visible delta was reviewed screen-by-screen in a live instance across nine review rounds. Review evidence (before/after triplets) intentionally kept out of the repo for size; available on request. - Manual: exercised dashboard, tasks (list + board), inbox, agents, skills, costs, settings, and artifact surfaces in light and dark themes ## Risks - Wide but shallow visual surface: most changes are class-string substitutions with behavior preserved (props, handlers, roles, test ids). The riskiest areas — dnd-kit card refs (React 19 ref-as-prop), inbox swipe-to-archive, and sidebar overlays — are covered by existing unit tests (all green) and were manually exercised. - Intentional visual deltas (rounded cards, tinted kanban columns, md status glyphs, unified hovers) are design decisions recorded in `doc/design/DECISION-SHEET.md`; each maps to a re-baselined snapshot set locally. - The visual suite cannot yet run in CI (unpublished baseline archive — pre-existing condition from #9134); until that lands, snapshot coverage is local-only. ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic coding with tool use (file editing, test execution, Playwright screenshot verification); extended thinking 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 - [ ] All Paperclip CI gates are green (will confirm once CI runs) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending first review) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-07-08 17:15:45 -07:00
4 people	c07e650cd7	feat(ui): single-source design tokens, visual regression suite, and theme retune (#9134) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is the operator's daily surface: task lists, boards, budgets, agent status — all built on shadcn components and Tailwind > - Visual values (colors, spacing, type sizes, radii) were hardcoded at ~1,600 call sites: the same "small gray label" was 9/10/11px depending on the file, charts disagreed with chips about status colors, two toggle-switch implementations coexisted in two greens, and there was no visual regression coverage > - This made the UI drift-prone and made any restyle a hundreds-of-files project, which discourages design iteration > - This pull request extracts visual values into a single token layer in `ui/src/index.css`, adds a Storybook visual regression suite backed by external immutable baseline archives, and then applies a deliberate retune reviewed change-by-change on screenshot diffs > - The benefit is that Paperclip's look becomes a config surface: retheming is a token edit reviewed as a snapshot diff, drift is blocked by a token gate, and future UI PRs can prove exactly what changed visually without committing hundreds of PNGs ## Linked Issues or Issue Description No existing public issue covers this work (searched "design tokens", "visual regression", "design system" across issues and PRs). Related in spirit: Refs #8982 (theming a hardcoded panel — a one-off instance of the same problem class this PR addresses systematically). **Problem (feature-request form):** UI visual values are hardcoded per call site with no source of truth and no regression coverage; consistency depends on reviewer memory, and restyling requires mass file edits. **Proposed solution (this PR):** a single token layer + enforcement gate + externally stored visual snapshot suite, then an intentional restyle on top of that foundation. ## What Changed - **Token extraction (zero visual change, machine-verified during development):** committed codemods (`scripts/codemod-*.mjs`) moved ~1,600 hardcoded color/type/spacing/radius/shadow/misc values into named tokens in a non-inline `:root` block of `ui/src/index.css`. - **Visual regression suite:** `pnpm test:storybook-visual` covers 255 stories × light/dark = 510 Playwright screenshots at `maxDiffPixels: 0`, plus new primitive-coverage stories and deterministic-render fixes. - **External visual baselines:** committed PNG snapshots were removed. `tests/storybook-visual/baseline-manifest.json` pins an immutable archive URL/hash/size/count, and `scripts/storybook-visual-baseline.mjs` handles `download`, `verify`, `pack`, and trusted maintainer `upload` flows. - **Opt-in visual CI artifacts:** added a `Storybook Visual` workflow that runs on manual dispatch or PRs labeled `storybook-visual`, downloads/verifies the baseline, runs Playwright, and uploads Playwright report/test-result artifacts for review. Normal PR runs do not mutate baseline objects. - **Token gate:** `pnpm check:token-gates` — zero hex literals, zero arbitrary bracket values, zero raw font-sizes in `ui/src/components/**` and `ui/src/pages/**`, with a documented inline allowlist for legitimate opt-outs. - **Theme retune (intentional, snapshot-reviewed):** new base theme values; radius ladder derived from a single `--radius` knob; micro-type cluster collapsed to a named ladder (`--text-nano/micro/compact` + Tailwind `text-xs`/`text-sm`); letter-spacing collapsed to named steps. - **One status-color vocabulary:** charts, quota/budget bar fills, RUNNING/live chips, and liveness indicators all use the canonical `--status-*` hues. Light-mode legibility fixes for red alert surfaces that used dark-tuned text classes. - **One switch:** `ToggleSwitch` restyled to the registry capsule form, second hand-rolled implementation removed, and all call sites unified. - **Docs:** `DESIGN.md` is the design contract; `doc/design/` holds audit reports, decision logs, and updated guidance for external baseline review/update workflows. - Dead code removed (`agentStatusBadge` duplicate map), byte-identical contrast constants consolidated, semantic renames (`--project-seed`/`--project-none`, `--liveness-blue`). ## Verification - `pnpm check:token-gates` — 3/3 gates CLEAN during the design-system run - `pnpm typecheck` && `pnpm --filter @paperclipai/ui build` — green during the design-system run - `node --test scripts/__tests__/storybook-visual-baseline.test.mjs` — pass after external-baseline rework - `pnpm exec tsc --noEmit --pretty false --module NodeNext --moduleResolution NodeNext --target ES2022 --types node,@playwright/test tests/storybook-visual/playwright.config.ts tests/storybook-visual/storybook-visual.spec.ts` — pass after external-baseline rework - `git diff --check origin/pr/9134..HEAD` — pass after external-baseline rework - `find tests/storybook-visual -type f -name '*.png' -print | wc -l` — `0` - `node scripts/storybook-visual-baseline.mjs verify` — intentionally fails closed until the first trusted maintainer publishes the baseline archive and updates `baseline-manifest.json` ## Risks - **Large but shallow:** the PR still touches many UI files due to mechanical token extraction and retune work, but committed PNG snapshot churn has been removed from the branch. - **Baseline publication required before the visual suite can pass in clean clones:** the manifest currently has placeholder archive metadata. A trusted maintainer must publish the first immutable archive, then update `baseline-manifest.json`. - **Rendering platform variance:** the external baseline should be captured in the documented Linux/Chromium environment. Future CI runs verify against the pinned archive and fail closed on checksum/count mismatch. - **Visual CI is opt-in while stabilizing:** add the `storybook-visual` label or dispatch the workflow manually to produce downloadable Playwright report/test-result artifacts. - **Scheduled follow-ups, deliberately out of scope:** Tailwind palette classes map to semantic tokens in a dedicated pass; card/pill component consolidation; ESLint ratchet. Tracked in `doc/design/DECISION-SHEET.md`. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`, Mythos-class tier) with extended thinking, running in Claude Code with tool use; mechanical phases delegated to Claude Sonnet subagents. Follow-up external-baseline rework assisted by OpenAI Codex (`gpt-5` coding agent with repository, terminal, and GitHub tool use). All bulk rewrites executed via deterministic, idempotent scripts committed in `scripts/`; intentional visual changes were human-reviewed on screenshot contact sheets. ## 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 targeted local verification and documented the intentional baseline-publication failure above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green *(pending new CI run after this rework)* - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups *(pending review)* - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) and OpenAI Codex --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-07 16:22:16 -05:00
DottaandPaperclip	903886bc79	[codex] Add starred resource sidebar controls (#9085) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the main daily navigation surface for agents, projects, and their related resources. > - Operators need a lightweight way to keep frequently used agents and projects close without changing company-wide ordering or ownership. > - Resource memberships already model per-user relationships to projects and agents, so they are the right place to store user-specific starred state. > - This pull request extends that membership contract with a starred timestamp and exposes star controls in list/detail views. > - The sidebar then uses those starred memberships to show compact, user-specific shortcuts. > - The benefit is faster navigation without introducing a separate favorites system or leaking preferences across users. ## Linked Issues or Issue Description No public GitHub issue exists. Feature request: ## Problem or motivation Users cannot pin frequently used agents or projects into the main sidebar. Returning to important resources requires scanning full project/agent lists or navigating through detail pages, which adds friction to repeated daily workflows. ## Proposed solution Store a per-user `starred_at` timestamp on agent and project memberships, expose API actions to set or clear that state, add star toggle controls to list/detail pages, and render starred projects and agents as compact sidebar shortcuts. ## Alternatives considered A separate favorites table would work, but it would duplicate membership scoping and require another resource relationship model. Keeping starred state on memberships preserves existing company/user boundaries and avoids a second source of truth. ## Roadmap alignment Checked `ROADMAP.md`; no overlapping planned core work for starred resource/sidebar navigation was found. ## Additional context The affected subsystems are `packages/db`, `packages/shared`, `server/`, and `ui/`. The migration is idempotent with `IF NOT EXISTS` guards so environments that saw an earlier local migration name can still apply the final ordered migration safely. ## What Changed - Added idempotent migration `0133_resource_membership_stars` for `starred_at` columns and lookup indexes on agent/project memberships. - Extended shared resource membership types and validators with starred metadata and actions. - Updated server resource membership services/routes to read and mutate starred resource state. - Added reusable star toggle UI and resource membership hook support for starred state. - Added starred projects and agents sidebar rendering, plus star controls on list and detail pages. - Added focused shared, server, and UI coverage for starred membership behavior and sidebar rendering. ## Verification - Rebased and force-with-lease pushed current PR head `a086fc965391c9e50a51b5b83b5b44a797b2a6f4` onto current `paperclipai/paperclip:master`; `gh pr view` reports `MERGEABLE` with no merge conflicts. GitHub checks are green for this fresh head. - `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts server/src/__tests__/resource-memberships-routes.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarStarredProjects.test.tsx ui/src/components/StarToggle.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` passed after the rebase: 8 files, 143 tests. - Greptile re-review is 5/5; the remaining screenshot thread was resolved as non-blocking because this task explicitly requested no screenshots/images in the PR. - `pnpm exec vitest run ui/src/components/SidebarStarredProjects.test.tsx` passed after the mobile pending-spinner fix. - `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarStarredProjects.test.tsx ui/src/components/StarToggle.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` passed: 7 files, 68 tests. - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed db/shared/server, then failed in pre-existing UI code outside this PR: `src/pages/CompanyEnvironments.tsx` missing `@xterm/*` type declarations and `previous` possibly null. - Checked that the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Checked `ROADMAP.md` and found no overlapping planned core work for starred resource/sidebar navigation. - Searched existing GitHub PRs for duplicate starred-resource/sidebar work and found none. ## Risks - Migration touches membership tables. The SQL uses `IF NOT EXISTS` for columns and indexes so environments that saw an earlier local migration name can still apply this safely. - Sidebar ordering and visibility changes could affect users who rely on the previous flat sidebar layout. - Starred state is per-user membership metadata; code paths must continue preserving company/user scoping around memberships. > 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, tool-enabled coding agent with shell/GitHub access. Context window not disclosed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-06 14:09:11 -05:00
3 people	ad961227f5	feat(secrets): add user-specific runtime secrets (#8825) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs often need provider credentials, API tokens, and other environment-bound secrets. > - Company-level secrets work for shared credentials, but they do not model values that should differ by human operator. > - Without a user-scoped model, a run can dispatch without knowing whether the responsible human has supplied the needed value. > - Paperclip also needs run attribution to make those user-scoped runtime checks deterministic and auditable. > - This pull request adds user-specific secret definitions, per-user values, environment bindings, responsible-user attribution, and runtime resolution gates. > - The benefit is that teams can define the secret once, let each user provide their own value, and block runs before dispatch when required user secrets or active definitions are unavailable. ## Linked Issues or Issue Description Refs #224 Refs #6057 This PR implements user-specific secret support as a core secret-management capability rather than a one-off adapter setting. It is related to existing public work on company secrets UI and runtime secret refs, but is distinct because the value is owned by the responsible user and resolved at run dispatch time. Related PR search before opening found existing secrets work such as #1550, #8256, #8614, #8634, and #8647; none of those add the full user-secret definition/value/runtime gate covered here. ## What Changed - Added user-secret definitions and per-user "My secrets" values, keeping stored values out of access metadata. - Added `user_secret_ref` environment bindings and UI affordances to pick them alongside existing secret refs. - Added responsible-user runtime resolution so user-secret refs resolve against the human responsible for the run. - Added pre-dispatch missing-secret gates so runs fail before adapter dispatch when required user values are absent or definitions are inactive. - Added low-trust allowlist hardening for user-secret runtime access. - Added issue, routine, run, and agent API key responsible-user attribution and fail-closed dispatch behavior when attribution cannot be resolved. - Added denial-copy mapping so responsible-user authorization failures surface as actionable run outcomes instead of opaque setup failures. - Added OpenAPI documentation for the user-secret routes. - Rebases cleanly on current `master`; migrations were renumbered incrementally as `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant` after upstream `0126`/`0127` migrations. - Removed previously committed local design screenshots so the PR contains code/docs/tests only. ## Verification - PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on `paperclipai/paperclip:master`. - PASS: `git diff --check` - PASS: `git diff --name-only public/master...HEAD | rg '^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true` produced no files. - PASS: migration journal audit confirmed unique indexes through `130` with tail entries `0126_issue_comment_derived_attribution`, `0127_environment_custom_images_instance_scoped`, `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant`. - PASS: `pnpm --filter @paperclipai/ui typecheck` - PASS: `pnpm --filter @paperclipai/server typecheck` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-active-run-output-watchdog.test.ts src/__tests__/heartbeat-stale-queue-invalidation.test.ts src/__tests__/heartbeat-workspace-finalize-branch.test.ts src/__tests__/issue-monitor-scheduler.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts src/__tests__/heartbeat-plugin-environment.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/low-trust-red-team-routes.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` (55 tests) - PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` (89 tests after final Greptile cleanup fixes) - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests after the final rebase CI fix) - PASS: focused server Vitest batches covering heartbeat recovery, project env, plugin env, routines, low-trust, pipelines, monitors, watchdog, and stale queue paths. - PASS: GitHub checks are green on `2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck + Release Registry, Build, General tests, serialized server suites, e2e, Canary Dry Run, verify, security checks, and Greptile Review. - PASS: Greptile Review completed successfully on `2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5, and GraphQL review-thread audit returned zero unresolved non-outdated threads. ## Risks - Runtime behavior now depends on a run having a correct responsible user; missing or incorrect responsibility assignment can block runs before adapter dispatch. - `user_secret_ref` bindings intentionally expose metadata without values, but UI/API callers may need to handle the new binding kind explicitly. - External secret providers and IAM policies are not automatically provisioned by this PR; operators still need to configure provider-side access for non-local vaults. - The PR is broad across db/shared/server/UI/runtime paths, so release validation should include both API and UI secret workflows before merge. - The migration renumbering is intentionally incremental after upstream migrations; the branch migrations use guarded column/table/index/constraint creation so users who tested the older draft numbering should not hit duplicate DDL for the existing objects. > 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 (`gpt-5`), Codex local adapter with shell/tool use and code execution. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-05 05:58:20 -05:00
Devin FoleyandPaperclip	85e36aaefb	Show heartbeat progress in run logs (#8965) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent detail page is where operators inspect heartbeat runs and watch live execution output. > - Heartbeat runs can publish progress events while longer operations are happening. > - The live log viewer already appended streamed log and structured run events, but it ignored progress events for the same run. > - That made useful progress text invisible in the run log until another event type arrived or the operator inspected other surfaces. > - This pull request renders run progress events as system log lines in the live agent run viewer. > - The benefit is clearer live feedback during long-running heartbeat operations without changing the backend event contract. ## Linked Issues or Issue Description No public GitHub issue exists, so this PR describes the issue inline following the bug report template. ### What happened The agent detail run log subscribed to company live events and handled `heartbeat.run.log` plus structured `heartbeat.run.event` payloads, but it ignored `heartbeat.run.progress` events for the active run. ### Expected behavior When a heartbeat run emits a progress message, the active run log should show that message immediately as operator-visible system output. ### Steps to reproduce 1. Open an agent detail page for a live heartbeat run. 2. Trigger a run operation that emits `heartbeat.run.progress` events with a `message` and optional `phase`. 3. Watch the live log viewer. Before this change, the progress event was ignored by the log viewer. After this change, it appears as a system log line, prefixed by `[phase]` when a phase is present. ### Paperclip version / deployment mode Current `master`; local development and normal board UI deployments. ### Related work search Searched public GitHub issues and PRs in `paperclipai/paperclip` for `heartbeat.run.progress AgentDetail` and `run progress log viewer`; no duplicate issue or PR was found. ## What Changed - Added live handling for `heartbeat.run.progress` events in `AgentDetail`'s run `LogViewer`. - Render progress messages as `system` log lines for the matching run. - Include the optional progress phase in the displayed line as `[phase] message`. - Prefer the event's `updatedAt` timestamp when provided, falling back to the live event timestamp. - Added a replay key for progress log lines so WebSocket reconnect replay does not duplicate the same rendered progress line. - Added focused formatter/key tests covering phased progress, unphased progress, empty messages, and replay-key output. ### Visual output example The rendered log text is covered by the new formatter test: ```text [workspace] Syncing issue history Preparing workspace ``` No layout or styling changes are included; this PR only makes existing log-line UI receive one more live event type. ## Verification - `pnpm install --frozen-lockfile` — completed; emitted non-fatal bin-link warnings for the unbuilt plugin SDK dev CLI. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/AgentDetail.progress.test.ts src/context/LiveUpdatesProvider.test.ts` — passed, 2 files / 26 tests. - `git diff --check` — passed. - Local sensitive-content scan over the PR diff using patterns for API keys, tokens, secrets, passwords, auth headers, private keys, localhost/private paths, internal ticket ids, agent links, and tailnet markers — no findings. ## Risks Low risk. This is a UI-only live-event handling change for an existing event type. The replay guard is intentionally scoped to progress lines and uses the rendered timestamp, stream, and chunk as the key, so repeated progress events with distinct timestamps or messages still appear. > 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, shell execution, GitHub CLI access, and local test execution. Context window size was 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-04 06:33:49 -07:00
3 people	a8f0ebaa80	Refresh run config before reusing workspaces (#8797) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs are assembled by the heartbeat service from agent config, project workspaces, environment config, secret bindings, skills, and runtime session state. > - The heartbeat service intentionally reuses adapter sessions, execution workspaces, and sandbox leases when that preserves useful state. > - Reuse becomes incorrect when the effective next-run config changes after a saved session, workspace, or lease was created. > - Stale reuse can make a later run appear pinned to old agent, environment, secret, instruction, or workspace settings. > - This pull request records non-sensitive fingerprints for the effective session, workspace, and lease config at run boundaries. > - When those fingerprints drift, Paperclip refreshes persisted runtime config or starts fresh execution instead of reusing stale state. > - The benefit is predictable next-run config freshness without storing raw secret values, full env maps, provider credentials, or private path details. ## Linked Issues or Issue Description - Refs #8058 - Related PRs checked during dedup search: #4968, #4155, #84, #8480. These cover nearby workspace/session routing or model-config freshness areas, but do not duplicate this effective run config fingerprinting path. ## What Changed - Added effective run config fingerprinting for session, workspace, and lease reuse decisions, with canonicalization that ignores generated runtime noise and redacts sensitive values. - Updated heartbeat reuse logic to compare stored and next-run fingerprints, reset stale saved sessions, refresh persisted workspace config snapshots, replace stale reused workspaces when required, and avoid stale sandbox lease reuse. - Included plain environment value drift via value hashes, without storing the raw env values. - Root-bound instruction content hashing so legacy direct absolute instruction paths are represented but not read for config fingerprints. - Batched secret/version metadata lookups for environment lease fingerprinting. - Added workspace operation/run result freshness metadata so operators can inspect non-sensitive decision categories. - Surfaced config freshness labels and next-run copy in the UI and docs. - Added focused coverage for fingerprint redaction, session reset decisions, workspace refresh/replace behavior, environment lease drift, and persisted workspace restoration. ## Verification - `git diff --check` - Sensitive-data scan before push: - `git diff --unified=0 origin/master...HEAD | rg -n --pcre2 "(AWS_ACCESS_KEY_ID|AWS_SECRET_ACCESS_KEY|ghp_[A-Za-z0-9_]{20,}|github_pat_[A-Za-z0-9_]{20,}|sk-[A-Za-z0-9]{20,}|-----BEGIN (RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----|AKIA[0-9A-Z]{16})"` - `git diff --unified=0 origin/master...HEAD | rg -n --pcre2 "[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\\.[A-Za-z]{2,}"` - `pnpm exec vitest run server/src/__tests__/effective-run-config-fingerprints.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts server/src/__tests__/environment-runtime.test.ts` - `pnpm --filter @paperclipai/server typecheck` - `pnpm -r typecheck` - `pnpm --filter @paperclipai/db clean` - `pnpm test:run` - `pnpm build` - UI screenshots from Cutter: - https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-01.png - https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-02.png - https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-03.png ## Risks - Medium: overly broad fingerprints could start fresh sessions, workspaces, or sandbox leases more often than necessary. - Medium: missing a config category would allow stale reuse to persist for that category. - Medium: legacy direct absolute instruction paths are no longer content-hashed unless they are paired with an absolute managed instructions root. - Low data risk: fingerprint metadata stores hashes and category names, not raw secrets, raw env values, provider credentials, or private path details. > 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 via Codex CLI / Codex coding agent, tool-enabled with shell, Git, GitHub CLI, local test execution, and code editing. The exact deployed model variant and context window are not exposed by 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] 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: Cody <cody@paperclip.ing>	2026-06-30 14:50:25 -07:00
DottaandPaperclip	ed65d08d57	[codex] Gate skill mutations with skills:create permission (#8616) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents and board users operate inside a company-scoped control plane where permissions decide which mutating actions they can perform > - Company skills are part of the reusable agent-company setup surface, but skill mutation had been coupled to broader agent-creation authority > - That coupling meant importing or managing skills required a permission that also implies hiring power, which is broader than the operation needs > - Paperclip already has a grant-based permission vocabulary, so skill mutation should be authorized through a dedicated `skills:create` capability while preserving existing default behavior for trusted agents > - This pull request adds the skill creation permission contract, enforces it on company skill mutations, exposes it in agent permission management, and documents the changed CLI/API expectations > - The benefit is a narrower, auditable permission path for skill import/create/update/delete flows without forcing agents to receive broader agent-creation authority ## Linked Issues or Issue Description No public issue is linked. Problem: company skill mutation APIs were effectively tied to broader agent creation authority. This PR splits skill mutation authorization onto the public `skills:create` permission while keeping existing default skill creation behavior for agents unless explicitly disabled. Related public PR found during duplicate search: #5330. That PR uses an older `canManageSkills` shape; this PR implements the `skills:create` grant path instead. ## What Changed - Added `skills:create` to shared permission constants and agent permission types/validators as `canCreateSkills`. - Backfilled default human/member role grants for `skills:create`. - Updated company skill mutation routes to require board/user or agent access to `skills:create`, while preserving legacy/default agent behavior through `canCreateSkills` unless explicitly disabled. - Updated agent permission update handling, UI permission controls, duplicate-agent payloads, plugin SDK fixtures, and agent detail API surfaces for `canCreateSkills`. - Added regression coverage for skill route authorization, permission schema/default behavior, invite grants, omitted permission updates, and duplicate-agent payloads. - Updated CLI and Paperclip skill documentation for the new skill creation permission. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-permissions-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/invite-join-grants.test.ts ui/src/lib/duplicate-agent-payload.test.ts` — 5 files, 90 tests passed. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm test:run ...changed files...` was attempted first, but the stable wrapper rejects explicit file arguments; direct Vitest was used for the same targeted files. ## Risks - Moderate authorization risk: this changes the gate for company skill mutations, so the tests cover board grant checks, agent explicit grant checks, legacy default allowance, and explicit denial. - Migration/backfill risk is low: the migration only grants `skills:create` to existing human roles that already need broad management capability. - UI/API compatibility risk is low: `canCreateSkills` remains default-on for full agent permissions, and the update validator preserves omitted values so unrelated permission edits do not re-enable disabled skill creation. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent with terminal/tool use enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-25 09:49:10 -05:00
Devin FoleyandPaperclip	33353ce62b	feat(skills): remove bundled paperclip-dev skill and retire required skill attribute (#7029) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Local adapters (Claude, Codex, Cursor, Gemini, Grok, OpenCode, Pi, ACPX) ship bundled "skills" — opinionated Markdown prompt bundles materialized into the agent's runtime > - One of those bundled skills, `paperclip-dev`, existed to let agents develop Paperclip itself; it has now moved to its own external repo and no longer belongs in the core tree > - The adapter skill model also carried a `required` / `requiredReason` attribute plus a `paperclip_required` `AdapterSkillOrigin` variant, all of which only existed to mark bundled skills as non-optional in the UI and adapter sync logic > - With `paperclip-dev` gone, no bundled skill is "required" anymore, and the type / runtime surface for `required` is dead weight — but it is computed at request time and never persisted, so a clean removal is safe (no compatibility shim needed) > - This pull request deletes `skills/paperclip-dev/` and removes every trace of the `required` / `requiredReason` field and the `paperclip_required` origin across shared types, validators, adapter-utils, all eight local adapters, server routes, the company-skills service, the UI, the storybook fixtures, and the test suite > - The benefit is a smaller, simpler adapter-skill surface: one origin (`company_managed`) for managed bundled skills, `resolvePaperclipDesiredSkillNames` collapses to "just the configured desired set", and the AgentDetail skills tab no longer renders a "Required by Paperclip" section that no longer applies ## Linked Issues or Issue Description <!-- No existing public GitHub issue; describing the underlying work inline (feature_request template fields). --> **Summary** Remove the bundled `paperclip-dev` skill (now maintained in its own external repo) and retire the `required` / `requiredReason` skill attribute and the `paperclip_required` skill origin, which only existed to support it. **Problem or motivation** `paperclip-dev` is the only bundled skill that was ever marked "required". Now that it lives in a separate repository, shipping it inside the core tree is wrong, and the entire `required` surface (a type field, a validator field, a synthesized `paperclip_required` origin, UI "Required by Paperclip" section, and required-skill merging in the desired-skills calculation) becomes dead weight. The `required` value is computed at request time and never persisted, so it can be removed cleanly without a migration or compatibility shim. **Proposed solution** Delete `skills/paperclip-dev/`, drop the `required` / `requiredReason` fields and `paperclip_required` origin everywhere they are produced or consumed, collapse managed-skill origin to a single `company_managed` value, and simplify `resolvePaperclipDesiredSkillNames` to return only the configured desired set. **Alternatives considered** Keeping the `required` attribute as a no-op for forward compatibility — rejected because it is request-time only (nothing persists it), so leaving it in place is pure dead surface area with no callers. **Roadmap alignment** Internal cleanup / dead-code removal that simplifies the adapter-skill surface; it does not introduce or duplicate any planned core feature in ROADMAP.md. ## What Changed - Deleted bundled `skills/paperclip-dev/` (moved to a separate repo). - Dropped `required`, `requiredReason`, and the `paperclip_required` origin from `packages/shared/src/types/adapter-skills.ts`, `packages/shared/src/validators/adapter-skills.ts`, and `packages/adapter-utils/src/types.ts`. - In `packages/adapter-utils/src/server-utils.ts`: removed `readSkillRequired()`; dropped `required`/`requiredReason` from `listPaperclipSkillEntries()`, `normalizeConfiguredPaperclipRuntimeSkills()`, `buildPersistentSkillSnapshot()`, and `PaperclipSkillEntry`; collapsed `buildManagedSkillOrigin()` to always return `company_managed`; simplified `resolvePaperclipDesiredSkillNames()` to return only the configured desired set (signature preserved so adapter call sites are untouched). - Walked all eight local adapters (`acpx-local`, `claude-local`, `codex-local`, `cursor-local`, `gemini-local`, `grok-local`, `opencode-local`, `pi-local`) and removed every remaining `requiredReason` / `paperclip_required` reference. - `server/src/services/company-skills.ts`: dropped the `required = sourceKind === "paperclip_bundled"` synthesis when listing runtime skill entries. - `server/src/routes/agents.ts`: removed required-skill merging from the desired-skills calculation in the persist-config path and the unsupported-snapshot path (keeping the current version-aware `desiredSkillEntries` structure). - `ui/src/pages/AgentDetail.tsx`: dropped required-based filters, the required tooltip, and the entire "Required by Paperclip" section from the agent skills tab; storybook fixtures in `ui/storybook/stories/acpx-local.stories.tsx` cleaned up to match. - Tests: deleted the `required: false` case in `paperclip-skill-utils.test.ts` and the "keeps required bundled skills installed" case in every `*-local-skill-sync.test.ts`; `acpx-local-execute.test.ts`, `cursor-local-execute.test.ts`, `cursor-local-skill-sync.test.ts`, `agent-skills-routes.test.ts`, and `packages/adapter-utils/src/server-utils.test.ts` were updated to drop removed fields and map `origin: "paperclip_required"` → `"company_managed"`. - `server/src/adapters/registry.ts`: two `as unknown as ServerAdapterModule["..."]` casts on `hermesListSkills` / `hermesSyncSkills` (matching the existing `executeHermesLocal` pattern). `hermes-paperclip-adapter@0.2.0` still depends on the published `@paperclipai/adapter-utils` which keeps the retired `paperclip_required` variant; the cast bridges the workspace-vs-published type mismatch at the registry seam and can drop once hermes upgrades. ## Verification Run from the workspace root: ```sh grep -rn "skills/paperclip-dev" . grep -rn "paperclip_required" --include="*.ts" --include="*.tsx" . grep -rn "requiredReason" --include="*.ts" --include="*.tsx" . pnpm -w typecheck pnpm --filter @paperclipai/server exec vitest run paperclip-skill-utils pnpm --filter @paperclipai/server exec vitest run skill-sync ``` The first three greps return only the explanatory comment in `server/src/adapters/registry.ts` (no live `paperclip_required` / `requiredReason` usage) and zero `skills/paperclip-dev` source hits. Locally: - `pnpm -w typecheck` → all packages this PR touches pass (adapter-utils, shared, server, ui, cli, and the cursor/gemini/opencode/pi adapters). - Affected vitest suites pass: `paperclip-skill-utils`, `server-utils`, all eight `*-local-skill-sync`, `agent-skills-routes`, and the `acpx`/`cursor`/`pi` execute suites. ## Risks - Behavioral shift in the agent skills UI: the "Required by Paperclip" section disappears. No bundled skill is required anymore, so this only affects environments that previously surfaced `paperclip-dev` as a forced-on row; those installs will see the skill move into the regular "company-managed" list (and be uninstalled on next sync unless explicitly listed as desired). - Existing agents may still have the string `"paperclip-dev"` in their persisted `desiredSkills`. That entry is inert (no source for it to install from); a one-time DB cleanup is out of scope. Low risk. - Hermes adapter type bridge: two casts in `registry.ts` paper over a type-only divergence between the workspace `@paperclipai/adapter-utils` and the published version still pinned by `hermes-paperclip-adapter@0.2.0`. Runtime behavior is unaffected because the retired `paperclip_required` value is no longer produced by anything in this tree. The casts can be removed once hermes upgrades its dependency. ## Model Used - Provider: Anthropic - Model: Claude Opus 4.7 (`claude-opus-4-7`) - Capability: agent tool use via Paperclip's `claude_local` 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 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-20 21:58:44 -07:00
Devin FoleyandPaperclip	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>	2026-06-18 21:26:36 -07:00
MrBobandDevin Foley	5f16efb3d0	fix: parse YAML block scalar skill descriptions (#5046) ... ## Thinking Path > - Paperclip is the open source control plane teams use to manage AI agents for work. > - Company skills are imported from `SKILL.md` files and rely on YAML frontmatter to describe what each skill does. > - Multi-line descriptions commonly use YAML block scalars (`>` and `|`), but the broken parser path behind #4989 reduced those descriptions to a literal `>` or `|`. > - The earliest contributor fix for that bug was PR #5046, so this branch keeps that PR as the canonical merge target instead of replacing it. > - Follow-up work from #5071 and #8258 was then transplanted onto this earlier branch so the final PR preserves contributor credit while still shipping the strongest complete fix. > - The resulting change fixes block-scalar parsing in the shared frontmatter path, aligns server company-skill imports with that shared parser, and prevents already-stale stored markers from rendering as junk in the UI. ## Linked Issues or Issue Description - Fixes #4989 - Refs #2863 - Refs #788 - Related superseded PRs: #5071, #8258 ## What Changed - Kept the original PR #5046 server-side company-skill fix and regression coverage as the base branch history. - Added the missing YAML chomping and indicator hardening explored further in #5071. - Moved frontmatter parsing to the shared parser path so `packages/shared`, `packages/skills-catalog`, and server company-skill imports stay aligned. - Added UI summary sanitization and fallback handling so stale stored `>` / `|` values no longer render as visible junk in company-skill cards. - Added regression coverage for shared frontmatter parsing, skills-catalog parsing, company-skill imports, and stale-summary fallback behavior. ## Verification - Passed locally: `pnpm exec vitest run packages/shared/src/frontmatter.test.ts packages/skills-catalog/src/frontmatter.test.ts server/src/__tests__/company-skills.test.ts ui/src/lib/company-skill-summary.test.ts` - Passed locally: `pnpm --filter @paperclipai/shared typecheck` - Passed locally: `pnpm --filter @paperclipai/skills-catalog typecheck` - Not fully runnable in this worktree: `pnpm --filter @paperclipai/server typecheck` currently fails in `packages/plugins/sdk` before reaching server code because local workspace `node_modules` type deps are missing (`TS2688` for `node` / `react`). - GitHub Actions / PR checks are rerunning on PR #5046 head `005290b7557725abf748d00f36dd24ea0d919aba`. ## Risks - Medium-low risk: the fix now touches shared parser code, server company-skill imports, and UI fallback display rather than only the server import path. - The parser is still intentionally narrower than a full YAML implementation; this change focuses on block-scalar correctness and the stale-description rendering path relevant to #4989 / #2863. - This branch intentionally supersedes narrower overlapping work from #5071 and duplicate work from #8258 once the survivor PR is green. > 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 and code-editing tools 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 - [ ] 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 --------- Co-authored-by: Devin Foley <devin@paperclip.ing>	2026-06-18 12:01:11 -07:00