Commit Graph
341 Commits
Author SHA1 Message Date
DottaandPaperclip 37c097a474 [codex] Update watchdog properties pane cache (#8786)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue detail surface includes an Issue Properties pane that
shows live metadata for a selected issue.
> - Watchdog configuration can be changed from that pane, but cached
issue detail data also feeds the pane key and rerender behavior.
> - If the cache does not reflect watchdog changes immediately, the
properties pane can keep stale watchdog state until a later refetch
completes.
> - This pull request updates the watchdog save/delete paths to write
the returned watchdog state into cached issue detail data.
> - It also includes watchdog fields in the issue properties panel key
so watchdog configuration changes invalidate the memoized panel state.
> - The benefit is a properties pane that updates consistently after
operators set or remove a watchdog.

## Linked Issues or Issue Description

Refs #8789

This PR fixes stale watchdog state in the Issue Properties pane after
watchdog save/delete mutations.

## What Changed

- Write the saved watchdog summary into cached issue detail data after a
successful watchdog upsert using the exact
`queryKeys.issues.detail(issue.id)` key.
- Clear cached issue detail watchdog data after a successful watchdog
delete using the exact `queryKeys.issues.detail(issue.id)` key.
- Include stable watchdog fields in `buildIssuePropertiesPanelKey` so
watchdog configuration changes produce a new panel key.
- Add focused tests for watchdog cache updates and panel-key
invalidation, including save and delete cache assertions.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/IssueProperties.test.tsx
src/lib/issue-properties-panel-key.test.ts`
- Result: 2 files passed, 40 tests passed.

## Risks

Low risk. The change is scoped to UI cache handling for issue detail
watchdog state and panel-key generation. The main risk is an unexpected
query-cache shape, covered by focused tests around the existing issue
detail query key.

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

## Model Used

OpenAI Codex coding agent running GPT-5-class model with repository tool
use and local command execution. The exact backend model identifier and
context window are not exposed in this runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
- [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>
2026-06-30 07:54:25 -07:00
Dotta b4fccaa8c4 [codex] Unify issue media attachment gallery (#8785)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue detail pages and run output cards both render user-facing
attachment previews
> - Media attachments were handled through separate gallery entry
points, so attachments from issue comments and issue output did not
share one consistent viewing path
> - A shared gallery path makes image browsing more predictable across
the issue surface
> - This pull request unifies the issue media attachment gallery
behavior across attachments, output cards, and issue detail rendering
> - The benefit is a more consistent image preview experience with
focused regression coverage around the affected UI paths

## Linked Issues or Issue Description

Refs #8788

This PR fixes inconsistent issue media preview behavior across
attachment and output surfaces.

## What Changed

- Unified issue media attachment gallery behavior across issue
attachments, issue output, output primary cards, and issue detail
rendering.
- Added image gallery modal coverage and regression tests for
attachments, output image handling, keyboard navigation, and issue
detail interactions.
- Preserved the primary video output Open action while still allowing
gallery browsing when a gallery handler is available.
- Updated issue attachment and issue output helper logic to preserve
shared image gallery metadata.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/ImageGalleryModal.test.tsx
src/components/issue-output/IssueOutputSection.test.tsx
src/components/IssueAttachmentsSection.test.tsx
src/pages/IssueDetail.test.tsx`
- Result: 4 files passed, 47 tests passed.

## Risks

Low to medium risk. The change is UI-scoped but touches shared issue
attachment/output rendering paths, so regressions would most likely
appear as image/video preview ordering, missing gallery entries, or
incorrect non-image attachment behavior.

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

## Model Used

OpenAI Codex, GPT-5 coding agent session with shell and git/GitHub CLI
tool use. Exact serving revision and context window 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
- [ ] 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
2026-06-30 07:53:40 -07:00
DottaandPaperclip d77fab6aae fix(adapters/hermes-gateway): improve onboarding configuration (#8678)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip runs agents through adapters, including built-in local and
gateway-style adapters.
> - Hermes gateway users need to connect Paperclip to an already-running
Hermes API server.
> - The gateway setup flow was missing clear non-local adapter
configuration fields and accepted fewer URL shapes than operators
naturally paste from Hermes.
> - It also surfaced sparse diagnostics when the gateway was unreachable
or when Paperclip generated onboarding prompts for gateway agents.
> - This pull request tightens Hermes gateway configuration, URL
normalization, diagnostics, and onboarding defaults.
> - The benefit is that Hermes gateway setup is easier to complete and
easier to debug without affecting unrelated adapters.

## Linked Issues or Issue Description

No public issue found for this exact follow-up. Related prior/in-flight
Hermes work:

- Refs #2363
- Refs #4359
- Refs #6473

Problem statement:

- **Type:** Adapter follow-up / setup reliability
- **Adapter:** `hermes_gateway`
- **Motivation:** Operators configure `hermes_gateway` against a running
Hermes API server, but the UI and onboarding flow did not expose enough
gateway-specific configuration or diagnostics.
- **Expected behavior:** Paperclip should render the gateway fields,
normalize common Hermes dashboard/API URL inputs, preserve sensible
gateway onboarding defaults, and report reachability failures with
actionable detail.
- **Deployment mode:** Built-in adapter package in the Paperclip
monorepo.

## What Changed

- Added UI config fields for non-local Hermes gateway settings,
including tests for rendering and field behavior.
- Accepted Hermes dashboard URLs by normalizing them to gateway API URLs
for execution.
- Improved gateway reachability and run URL diagnostics.
- Updated Hermes gateway onboarding text/default behavior so join
prompts preserve gateway configuration.
- Added focused server, UI, and adapter tests for the gateway
configuration and onboarding paths.

## Verification

- `pnpm install --frozen-lockfile --prefer-offline`
- `pnpm --filter @paperclipai/hermes-paperclip-adapter exec vitest run
src/gateway/server/execute.test.ts` — 20 passed
- `pnpm exec vitest run
server/src/__tests__/invite-accept-gateway-defaults.test.ts
server/src/__tests__/invite-onboarding-text.test.ts
ui/src/adapters/hermes-gateway/config-fields.test.tsx
ui/src/components/AgentConfigForm.render.test.tsx
ui/src/lib/agent-onboarding-prompt.test.ts` — 23 passed across 5 files
- Confirmed the PR diff excludes `pnpm-lock.yaml` and
`.github/workflows`.

## Risks

Low to moderate risk. The changes are scoped to Hermes gateway
configuration/onboarding and generic non-local adapter field rendering.
The main risk is rejecting an unusual Hermes URL shape that should be
accepted; the normalization tests cover dashboard and API URL variants
added here.

> 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 in a tool-enabled local CLI
environment, with shell/GitHub/Paperclip API access. Exact runtime model
identifier was not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-26 22:11:16 -05:00
Devin FoleyandPaperclip 500a75f7ce Show agent environment metadata (#8671)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Agents page is where operators scan the current agent roster,
runtime status, model, adapter, and last heartbeat.
> - Environment selection now affects where agents execute, but the
roster did not expose each agent's effective execution environment.
> - Operators need that context when multiple environments are
configured, especially when sandbox-backed environments use different
providers.
> - This pull request adds environment/provider metadata to the Agents
page while keeping it hidden when the column would not add useful
information.
> - The benefit is better operational visibility without adding noise
for single-environment or environment-disabled instances.

## Linked Issues or Issue Description

No matching public GitHub issue was found after searching for related
Agents environment-column issues and PRs.

## Problem or motivation

Operators use the Agents page to scan active agents, but when multiple
execution environments are configured there was no row-level indication
of which environment each agent uses. That makes it harder to
distinguish host-local agents from sandbox-backed agents and to see the
sandbox provider at a glance.

## Proposed solution

Show each agent's effective environment in the Agents page metadata when
environments are enabled and multiple environments are configured.
Resolve the value from the agent override, instance default, or local
fallback, and include sandbox provider display names when available.

## Alternatives considered

Always showing the column would add noise for single-environment
instances. Adding filters and grouping was also considered, but this PR
keeps the scope to read-only metadata until the product has more usage
data.

## Roadmap alignment

This is a small UI visibility improvement related to the roadmap's
cloud/sandbox agents direction, without adding a new core workflow or
adapter capability.

## Additional context

The column is hidden when the experimental environments setting is
disabled or when only one environment is configured.

## What Changed

- Added environment metadata loading to the Agents page, including
environment list, capabilities, and instance settings.
- Resolved each agent's effective environment from the agent override,
instance default, or local fallback.
- Rendered environment name and sandbox provider detail in list and org
views when environments are enabled and multiple environments are
configured.
- Hid the environment column when environments are disabled or only one
environment is configured.
- Added focused UI tests for display, fallback, loading, hidden-column,
disabled-feature, and no filter/grouping behavior.
- Addressed Greptile review feedback by preserving custom local
environment names, reserving the column while environment data loads,
and separating the capabilities query key.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Agents.test.tsx` — 11 tests passed
- `pnpm --filter @paperclipai/ui build`
- Local PR-diff scan for secrets/private references before push
- GitHub PR workflow passed on head `bb770acc3`
- Commitperclip review check passed
- Greptile Review passed with confidence score 5/5 and no inline review
comments

## Risks

Low risk. The change is limited to the Agents page, query keys, and
tests. The main behavioral risk is extra metadata query traffic on the
Agents page when environments are enabled; those queries are skipped
when the experimental environments flag is disabled.

## Model Used

OpenAI Codex, GPT-5 coding agent with shell/tool use and code execution
in the local repository.

## 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>
2026-06-26 15:31:42 -07:00
DottaandPaperclip fd2f82ac5b [codex] Add built-in Hermes adapters (#8543)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-26 16:04:58 -05:00
DottaandPaperclip 574543d7d3 Sort workspace routines by name (#8666)
Reviewed by CTO for PAP-12039. Client-side ordering change only, with focused helper coverage; CI, security scans, and Greptile are green.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-26 13:46:14 -05:00
DottaandPaperclip ccfd52bd24 Fix generic URL rich object labels (#8662)
Reviewed by CTO for PAP-12039. Scope is limited to external object URL/link label fallback and focused UI regression coverage; CI and Greptile are green.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-26 13:45:21 -05:00
DottaandPaperclip 43b005b704 Add pipeline workflow primitives and operator UI (#7903)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The pipeline subsystem models repeatable work as items moving
through stages, with agent automation, review gates, blockers, drift
notices, and linked work.
> - Operators need this to be usable as one coherent workflow surface,
not just as backend primitives or disconnected route experiments.
> - The branch now carries the pipeline data model, service/routes,
CLI/tutorial path, aggregation feeds, operator UI, stage automation
controls, liveness/retry handling, and follow-up polish that make the
primitive reviewable end to end.
> - This pull request is the single review target for that pipeline
workflow primitive stack.
> - The benefit is that reviewers can evaluate the full operator
experience and server contract together against `master`.

## Linked Issues or Issue Description

No public GitHub issue exists for this work. The underlying feature
request is described inline.

### Problem or motivation

Paperclip needs a first-class way to model multi-stage agent/company
workflows where upstream items can spawn downstream work, request
review, carry fields across pipelines, surface drift, retry automation,
and show operators where work is blocked or active. Without a unified
pipeline primitive, these workflows spread across ad hoc issues,
routines, and comments, making the state hard to inspect or operate.

### Proposed solution

Add the pipeline workflow primitive stack: database schema and
migrations, shared validators/types, server services and REST routes,
aggregation and liveness helpers, CLI/tutorial smoke support, and the
React operator UI for pipeline lists, boards, item detail,
review/learnings views, settings, stage automation, secrets, carry-over
fields, and retry/recovery flows.

### Alternatives considered

- Keep workflows as loosely linked issues and routines: rejected because
operators need a single board/detail/settings surface for repeated
workflow patterns.
- Ship backend primitives first and defer UI: rejected for this branch
because the operator experience is the main way to validate the
primitive.
- Add a narrower one-off content workflow: rejected because the same
primitives are useful across future company processes.

## What Changed

- Added and evolved pipeline schema, migrations, shared contracts,
server services, REST routes, route tests, and CLI/tutorial smoke
support.
- Added pipeline aggregation, health/liveness, drift acknowledgment,
blocker/carry-over, automation retry, stage automation environment, and
permission recovery behavior.
- Added the operator UI for pipeline index/board/item
detail/settings/review/learnings flows, including stage secrets,
automation controls, markdown/item descriptions, linked issue assets,
liveness banners, and source automation metadata.
- Refactored issue document frame rendering through the shared
`DocumentFrameHeader` component to keep document controls consistent
with the pipeline document surfaces.
- Kept this PR as the single base-branch review target for the current
pipeline branch.

## Verification

Current branch refresh:

- `pnpm vitest run server/src/__tests__/pipelines-service.test.ts` — 31
passed
- `pnpm vitest run server/src/__tests__/pipelines-routes.test.ts` — 19
passed
- `pnpm --filter ./server typecheck` — passed
- `pnpm --filter ./ui typecheck` — passed
- Verified Pipelines remains gated by `enablePipelines === true`:
sidebar item is hidden unless the flag is enabled, direct pipeline
routes redirect to `/dashboard` when disabled, and the Experimental
settings UI still has no Pipelines toggle.
- GitHub status checks on `df071c710646de625131064c3fb6588b5e97964a` —
all complete with no failing conclusions, including Actions, Socket,
Superagent/Security, and Greptile Review
- Greptile summary on `df071c710646de625131064c3fb6588b5e97964a` —
Confidence Score 5/5
- GitHub review-thread sweep — 0 unresolved Greptile threads

Previously recorded during branch development:

- Server pipeline service/route and aggregation tests
- Shared validator tests
- UI pipeline page/settings/item-detail/learnings/liveness tests
- Pipeline tutorial smoke path

## Risks

- High review surface: this is a large feature branch spanning database,
shared contracts, server behavior, CLI/docs, and UI.
- Migration ordering and schema compatibility need reviewer attention
because this branch has been kept current across multiple `master`
syncs.
- GitHub still reports merge state `BLOCKED` because the PR is awaiting
normal human review/branch-protection completion; all current status
checks are green.
- Branch-name checklist exception: this PR uses the pre-existing
requested branch name, which predates the current public-branch naming
rule. The PR title/body avoid internal issue references.

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

## Model Used

OpenAI Codex coding agent based on GPT-5, with repository tool use,
shell execution, git/GitHub CLI operations, and local verification
commands. Earlier commits in this branch were assisted by Paperclip
agents and other AI coding agents as recorded in commit authorship.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-26 12:02:44 -05:00
Devin Foley fdb8b5678b fix(ui): restore main-content scroll position on browser back/forward (#8636)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI (`ui/`) renders inside a single persistent shell
(`Layout`) whose `#main-content` element is the scroll container for
every route
> - Because that scroll container survives route changes, browser
back/forward (a history `POP`) lands on the previous page with the
scroll offset of the page you just left
> - Concretely: scroll deep into an issue detail, hit browser back, and
the inbox renders scrolled to the issue-detail offset instead of where
you left off — making it hard to find your place
> - The app already reset scroll for forward (`PUSH`) navigation but
deliberately did nothing on `POP`, so nothing restored the prior
position
> - This pull request records each history entry's scroll offset as the
user scrolls and restores it on `POP`, while keeping the existing
reset-to-top behavior for `PUSH`/`REPLACE`
> - The benefit is that back/forward returns you to the exact place you
were, so the inbox (and any scrolled page) keeps your reading position

## Linked Issues or Issue Description

No public GitHub issue — describing the bug inline following the bug
report template.

**What happened**

From the inbox, open an issue, scroll down within the issue detail, then
press the browser Back button. The inbox is restored at the wrong scroll
position — it shows the Y offset from the issue-detail page rather than
the position you had in the inbox.

**Expected behavior**

Browser back/forward returns the page to the scroll position it had when
you left it.

**Steps to reproduce**

1. Open the inbox and scroll to a known position partway down the list.
2. Click into an issue.
3. Scroll down within the issue detail.
4. Press the browser Back button to return to the inbox.
5. Observe the inbox is scrolled to the issue-detail offset instead of
where you left off.

**Deployment mode**

Web UI (`ui/`), any deployment — client-side scroll behavior only.

Root cause: `#main-content` is a single scroll container that stays
mounted across route changes. Scroll was only reset on forward (`PUSH`)
navigation and left untouched on `POP`, so the stale offset from the
outgoing page persisted onto the page being returned to.

## What Changed

- Added `NavigationScrollMemory` (`ui/src/lib/navigation-scroll.ts`): a
per-history-key map of `#main-content` scroll offsets, clamped to `>=
0`.
- Added `applyMainContentScrollTop` helper to restore a saved offset
onto the main content element (null-safe).
- In `Layout` (`ui/src/components/Layout.tsx`): continuously record the
active history entry's scroll offset on scroll, and on `POP` navigation
restore the remembered offset (re-applying on the next animation frame
so a late-laying-out cached page doesn't clamp the offset to a shorter
interim height). Forward `PUSH`/`REPLACE` keeps the existing
reset-to-top behavior.
- Added unit tests covering the remember/recall logic and the restore
helper.

## Verification

- `ui` unit tests pass, including the new `navigation-scroll` cases
(remember/recall per key, clamping, and DOM restore).
- TypeScript clean on the changed files.
- Manual: inbox → open issue → scroll down → browser Back returns the
inbox to its previous scroll position; forward navigation still resets
to top.

## Risks

Low risk. Scoped to client-side scroll restoration in the web UI; no
API, schema, or migration changes. The only behavioral change is that
`POP` navigation now restores a saved offset instead of leaving the
container untouched; `PUSH`/`REPLACE` behavior is unchanged. Memory is
per-session and bounded by visited history keys.

## Model Used

Claude (Anthropic), Opus-class model via Paperclip's `claude_local`
adapter, with extended thinking and 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
- [ ] 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
2026-06-25 21:20:13 -07:00
DottaandPaperclip 8e21e31a1a Fix UI detail regressions (#8613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI needs to render issue details, comments, properties,
and rich external object labels clearly during normal operator
workflows.
> - Three small UI regressions made those workflows harder to scan: rich
object URLs could show weak labels, interrupting comments could briefly
flash in the wrong state, and watchdog labels could overflow the
properties panel.
> - These are related quality fixes in the same UI surface, with focused
regression coverage for each behavior.
> - This pull request groups the fixes so they go through normal review
instead of bypassing CI.
> - The benefit is a quieter, more predictable issue detail experience
for board operators.

## Linked Issues or Issue Description

No public GitHub issue was found for these regressions after searching
related PRs and issues.

### Pre-submission checklist

- Existing open and closed GitHub issues and PRs were searched for
duplicates.
- The fixes are based on current `master` behavior.
- The regressions originate in Paperclip board UI code, not an adapter,
API provider, or local configuration.

### What happened?

In the board UI, three issue-detail regressions made normal review
workflows harder to scan:

- URL-rich external objects could fall back to a weak generic label
instead of showing a useful URL label.
- An interrupting issue comment could briefly flash through the wrong
state while issue run data refreshed.
- Long watchdog property instructions could truncate or overflow instead
of wrapping inside the properties panel.

### Expected behavior

- URL-rich external objects should surface a clear URL label.
- Interrupting comments should stay visually stable while live run state
refreshes.
- Long watchdog property values should wrap within the available
properties panel width.

### Steps to reproduce

1. Open an issue detail view that includes URL-rich external object
metadata, an interrupting run/comment state, or long watchdog
instructions.
2. Observe the rendered issue detail thread and properties panel.
3. Compare the rendered label, comment state, and watchdog row wrapping
against the expected stable/readable behavior above.

### Paperclip version or commit

Current `master`, fixed by this PR branch at
`1c763001c9a16fa6cf3faad6f58a83c4b202c928`.

### Deployment mode

Local dev (`pnpm dev`) / board UI.

### Installation method

Built from source (`pnpm dev` / `pnpm build`).

### Agent adapter(s) involved

Not adapter-specific (core board UI bug).

### Database mode

Not database-related.

### Access context

Board operator UI.

### Relevant logs or output

Not applicable.

### Relevant config

Not applicable.

### Additional context

The PR includes focused regression tests for all three behaviors.
Browser-visible before/after evidence for the watchdog wrapping change
was posted in
https://github.com/paperclipai/paperclip/pull/8613#issuecomment-4794863305.

### Privacy checklist

- All pasted output was reviewed for sensitive data; this PR body
contains no private config, logs, or internal instance links.

## What Changed

- Prefer direct URLs as rich object labels when rendering external
object metadata.
- Keep interrupting issue comments from flashing through the wrong
thread state while issue chat data is refreshing.
- Allow watchdog property labels to wrap cleanly inside the issue
properties panel.
- Added focused regression coverage for the external object helper,
issue detail interrupt behavior, and watchdog property wrapping.

## Verification

- `pnpm exec vitest run ui/src/lib/external-objects.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/components/IssueProperties.test.tsx
ui/src/pages/IssueDetail.test.tsx`

## Risks

Low risk. The changes are scoped to UI rendering/state handling and add
regression coverage for the touched behavior. No database, API,
workflow, lockfile, or migration changes are included.

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

## Model Used

OpenAI Codex using GPT-5 (`gpt-5`) with repository shell/tool access.
The changes were prepared by an AI coding agent with local command
execution for git inspection and focused Vitest verification.

## 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 21:55:03 -05:00
DottaandPaperclip 569b7affc4 [codex] Add bounded workspace overview (#8627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The execution workspace subsystem powers project and workspace views
by listing runtime state, branch metadata, issue links, and status
summaries.
> - The existing workspace views relied on broad list data that can grow
expensive as a company accumulates many workspaces and linked issues.
> - That makes the Workspaces page and project workspace cards slower
than necessary because the UI does not always need the full workspace
detail payload up front.
> - This pull request adds a bounded overview contract for workspace
listings and moves the relevant UI surfaces to that cheaper path.
> - The benefit is faster workspace loading while preserving detail
fetches for pages that actually need full workspace data.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Inline bug report follows
the repository bug template.

### What happened?

Workspace index-style screens can load too much execution workspace
detail before the user asks for it. Several UI surfaces used fuller
workspace data paths for summary displays, which can make workspace
loading slower as workspace history grows.

### Expected behavior

Overview screens should request a bounded summary payload, while detail
screens should keep using the full workspace detail endpoint.

### Steps to reproduce

1. Run Paperclip from source with enough execution workspace history to
make workspace lists non-trivial.
2. Open the Workspaces page or a project workspace summary card.
3. Observe that summary UI needs only bounded workspace metadata but can
depend on broader workspace payloads.

### Paperclip version or commit

`master` at the time this branch was prepared.

### Deployment mode

Local dev (`pnpm dev`)

## What Changed

- Added shared types, validators, and path constants for bounded
execution workspace overviews.
- Added server service and route support for overview queries with
bounded linked issue/runtime metadata.
- Updated workspace overview UI API calls, query keys, breadcrumbs,
quicklooks, close dialogs, project summaries, and detail links to
consume the cheaper overview shape where appropriate.
- Added regression coverage for the new server route/service behavior
and the UI overview consumers.
- Registered the new workspace overview route in the generated OpenAPI
spec.
- Kept overview totals aligned with the project join and preserved
project slug links in workspace headers.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspaces-service.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts
ui/src/api/execution-workspaces.test.ts
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/pages/Workspaces.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck`
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts
server/src/__tests__/execution-workspaces-service.test.ts`
- `pnpm test:run:serialized -- --shard-index 1 --shard-count 4`

## Risks

Low to medium risk. The change introduces a new overview contract across
shared/server/ui layers, so the main risk is a mismatch between summary
and detail payload expectations. The added route/service/UI tests cover
the intended split, and full detail pages continue using the detail
path.

> 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 repository tool use and
local command execution. Exact served model identifier and context
window were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-25 21:38:14 -05:00
DottaandPaperclip 841742fc1a [codex] Graduate experimental conference room defaults (#8628)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI has been graduating experimental conference-room task
experiences into the default issue and onboarding flows
> - Several task UI improvements were still coupled to the Conference
Room Chat experimental flag even though they are useful outside chat
itself
> - That coupling meant disabling chat also reverted unrelated defaults
such as work-mode labels, task status colors, team creation copy, and
the graduated issue thread
> - This pull request keeps chat-specific gating scoped to chat while
making the graduated task UI the default experience
> - The benefit is that operators can use the newer task workflows
without needing to enable the separate chat experiment

## Linked Issues or Issue Description

No public GitHub issue exists for this exact change.

### Problem or motivation

The Conference Room Chat experimental flag was controlling unrelated
task UI defaults, which made non-chat workflows regress when chat was
disabled.

### Proposed solution

Remove that flag from task-thread, work-mode, onboarding, status, and
team-creation presentation paths while leaving chat-specific behavior
separately gated.

### Alternatives considered

Keeping the flag as a broad umbrella until chat graduates would avoid a
behavior change, but it keeps unrelated UI improvements hidden behind
the wrong capability switch.

### Roadmap alignment

Checked `ROADMAP.md`; this is focused graduation/polish for existing UI
surfaces rather than a new roadmap-level core feature.

Related search:

- Searched open PRs and issues for `conference room chat experimental
flag`: no matches.
- Searched open PRs and issues for `graduated issue thread`: no matches.

## What Changed

- Removes Conference Room Chat flag branching from task-thread
rendering, work-mode labels, task status colors, and team creation copy.
- Makes the onboarding completion path create/reuse an onboarding
project, create the first assigned task, and send the user to the
dashboard instead of chat.
- Deletes the legacy onboarding wizard and classic task-thread files now
that the graduated flow is the default.
- Updates focused UI tests and affected E2E specs for the default task
experience.
- Adds a user-visible onboarding error if restored state is missing the
company or agent required for launch.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
ui/src/components/NewIssueDialog.test.tsx
ui/src/components/OnboardingWizardVariant.test.tsx
ui/src/components/RunChatSurface.test.tsx
ui/src/components/SidebarCompanyMenu.test.tsx
ui/src/components/StatusBadge.test.tsx ui/src/lib/agent-order.test.ts
ui/src/lib/onboarding-launch.test.ts ui/src/lib/work-mode-meta.test.ts
ui/src/pages/IssueDetail.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `npx playwright test --config tests/e2e/playwright.config.ts --list
tests/e2e/conference-room-typing-intro.spec.ts
tests/e2e/planning-mode-visual-verification.spec.ts`
- Attempted targeted Playwright execution locally, but this host is
missing Chromium system libraries (`libatk1.0-0t64`, `libatspi2.0-0t64`,
`libxcomposite1`, `libxdamage1`, `libxfixes3`, `libxrandr2`, `libgbm1`,
`libasound2t64`). CI runs the specs in the proper Actions environment.

## Risks

- Medium UI behavior risk: this intentionally changes the default
experience for users who have not enabled Conference Room Chat.
- Medium onboarding risk: completion now creates/reuses a project and
creates the first task instead of only navigating.
- Low migration risk: no database schema or migration changes are
included.
- The PR avoids `pnpm-lock.yaml` and `.github/workflows` changes.

## Model Used

OpenAI Codex, GPT-5-class coding model, tool-enabled local repository
workflow with shell, git, 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>
2026-06-25 11:52:36 -05:00
DottaandPaperclip ed65d08d57 [codex] Gate skill mutations with skills:create permission (#8616)
## Thinking Path

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

## Linked Issues or Issue Description

No public issue is linked.

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

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-25 09:49:10 -05:00
800dab1c64 Render sandbox runtime status in issue threads (#8594)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread is where operators watch active agent work and
decide whether a run is healthy.
> - Backend runtime-progress plumbing can expose a concise current
status, but users only benefit if the issue UI renders it in context.
> - The UI should show that current status as part of the active run
surface without turning it into durable transcript content.
> - This pull request adds the issue-thread rendering and message
formatting needed for sandbox runtime status.
> - The benefit is that active sandbox setup phases are visible from the
normal issue detail view.

## Linked Issues or Issue Description

Refs #248

No exact public GitHub issue was found for this UI rendering work. The
underlying problem is that active sandboxed runs can have backend
progress state without any concise issue-thread display, leaving users
to infer whether setup is still moving. This PR adds the UI layer on top
of the runtime-status API branch.

GitHub search performed for related or duplicate work: `sandbox runtime
status`, `sandbox restore index`, and `runtime progress`. No direct
duplicate PR was found.

## What Changed

- Included current runtime status in the heartbeat API client shape.
- Rendered active run status text in the issue chat thread when
available.
- Updated issue-chat message formatting helpers for runtime status
display.
- Added focused component and formatting tests for the new active-run
status behavior.

## Verification

- Local PII scan before push: high-confidence secret patterns, internal
issue links, local user paths, and private URL patterns checked across
all three split diffs; no real secrets or internal links found.
- `git diff --check feat/sandbox-runtime-status..feat/sandbox-status-ui`
- `pnpm exec vitest run ui/src/components/IssueChatThread.test.tsx
ui/src/lib/issue-chat-messages.test.ts` — 2 files, 91 tests passed.
- `pnpm run typecheck` passed on `feat/sandbox-status-ui`.
- `pnpm run build` passed on `feat/sandbox-status-ui`; Vite reported
existing CSS `::highlight` and chunk-size warnings.
- Visual evidence (desktop + mobile) is attached to the tracking issue
rather than committed to the repo.

## Risks

- This PR is stacked on the runtime-status API branch and depends on
that response/event shape.
- The status line is intentionally concise; long or sensitive status
content should continue to be bounded/redacted by the backend.
- The visual change is limited to active issue-thread runs with current
runtime status data.

> 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, with shell/tool execution in a
local worktree. Exact context-window metadata is 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 CTO <cto@paperclip.local>
Co-authored-by: Paperclip CTO <noreply@paperclip.ing>
2026-06-24 23:17:55 -07:00
bac15ebd09 feat: task status icons & colors (#8580)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work, and task status is one of the most-scanned signals across its
whole UI.
> - The Tasks UI shows status through small coloured ring icons and
chips spread across the list, kanban, task detail, the properties
flyout, inline `@`-mentions and the breadcrumb.
> - Those ring glyphs lean heavily on colour to distinguish states,
which is hard to read for colour-blind users, and the status hues were
hard-coded in component classes rather than a single source.
> - We want color-blind-safe, distinct *shapes* per status plus a single
`--status-*` colour-token system the chips and icons share.
> - This pull request adds a unified `StatusGlyph` (one shape per
status) and the `--status-*` colour-token system, and adopts them across
every task-status surface so the new glyphs + colours render by default.
> - The benefit is a more accessible, consistent status language with
one source of truth for status hues.

## Linked Issues or Issue Description

This is a **feature** (no public issue filed). Following the feature
issue template:

- **Problem / motivation:** Task status is communicated mostly by colour
(ring fills/borders), which is hard to distinguish for colour-blind
users, and the status hues are duplicated across component classes with
no single source of truth. Several community PRs have nibbled at parts
of this (see related PRs below).
- **Proposed solution:** A single `StatusGlyph` component with a
distinct *shape* per status (not just colour), backed by a `--status-*`
CSS-variable colour system (base hues + AA-tuned icon hues +
`.status-chip` / `.status-fill` color-mix helpers), adopted across all
task-status surfaces.
- **Alternatives considered:** Recolouring the existing rings in place
(rejected — still colour-only, no shape differentiation).
- **Roadmap alignment:** Additive UI only; no overlap with planned core
work.

Related community PRs (partial / different approaches to the same area —
not duplicates):

- Refs #3806 — Show issue ref and status icon in breadcrumbs and
properties
- Refs #1760 — Improve design of cancelled task status icon
- Refs #1856 — a11y title/aria-label on status and priority icons

## What Changed

- **Colour token system:** `--status-agent-*` / `--status-task-*` base
hues, AA-tuned `--status-task-icon-*` hues (light + dark), and
`.status-chip` / `.status-fill` color-mix helpers in `index.css`;
matching status→CSS-var maps in `status-colors.ts`.
- **`StatusGlyph`** — one `viewBox="0 0 24 24"` glyph per status with
distinct, color-blind-safe shapes (dashed ring, open ring, half-fill,
ring+dot, disc+check, ring+bar, ring+slash, and `in_queue` = the blocked
shape recoloured blue). Sizes `sm`/`md`/`lg`.
- **Adoption (renders by default)** across `StatusIcon`, `StatusBadge`
(agent + issue chips), `MarkdownBody` inline mentions, `IssueRow`,
`IssuesList`, `IssueProperties`, `BreadcrumbBar` + `BreadcrumbContext`,
and the task-detail header/breadcrumb.
- **Tests** for `StatusGlyph`, `StatusIcon`, `StatusBadge`, `IssueRow`,
`IssuesList`, `MarkdownBody` lock the rendered behaviour.

Scope notes: no experimental flag and no Theme Editor surfaces. The
generic `StatusBadge` (runs/goals/approvals) is unchanged.
Project-status recolour is deferred (no in-scope consumer).

## Verification

- `pnpm --filter @paperclipai/shared build` — green (tsc).
- `pnpm --filter @paperclipai/ui build` — green (tsc + vite).
- Targeted unit tests green: `StatusGlyph`, `StatusIcon`, `StatusBadge`,
`IssueRow`, `IssuesList`, `MarkdownBody`, plus consumer suites that
render these (`IssueProperties`, `IssueDetail`, `Search`,
`IssueChatThread`, `IssueFiltersPopover`, `InterruptHandoffViews`) — all
passing.
- Remaining: interactive light + dark visual confirmation across list /
kanban / detail / properties / inline mentions / breadcrumb. The glyph
shapes + AA-tuned hues were previously QA'd on the originating feature
branch.

## Risks

Low risk. Additive UI: a new component + CSS tokens, adopted at existing
status call sites. The generic `StatusBadge` and all non-status UI are
untouched; no schema/migration changes. Behaviour is exercised by unit +
consumer test suites.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use /
code execution (file edits, local builds + vitest).

## 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
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-24 16:42:27 -05:00
DottaandPaperclip 50ae8fc657 [codex] Improve reusable workspace selector search (#8597)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The new issue dialog lets operators create follow-up tasks and
optionally reuse an existing execution workspace
> - Reusing a workspace depends on a searchable selector that can
include workspace names, branches, and local paths
> - The selector previously treated all matched text equally, so hidden
path text could outrank the visible workspace label and unrelated fuzzy
letter matches could leak into results
> - The reusable workspace popover also needed to stay inside the modal
so scrolling and layering behave like the rest of the dialog
> - This pull request improves the shared searchable select scoring and
applies it to reusable execution workspace choices
> - The benefit is a more predictable workspace reuse flow when an
operator searches by branch, task name, or workspace label

## Linked Issues or Issue Description

No public GitHub issue found for this selector bug.

### Pre-submission checklist

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am on the latest released version of Paperclip (or can reproduce
on `master`).
- [x] I have confirmed the error originates in Paperclip itself — not in
my agent adapter, API provider, or local configuration.

### What happened?

Workspace searches could rank hidden path matches ahead of direct
visible label matches, and broad fuzzy matching could match letters
spread across unrelated workspace metadata.

### Expected behavior

Direct label/name matches should sort ahead of weaker hidden metadata
matches, and fuzzy matching should stay constrained enough to avoid
unrelated workspace results.

### Steps to reproduce

1. Open the new issue dialog.
2. Choose reuse existing execution workspace.
3. Search for a term that appears in one workspace label and only in
another workspace path.
4. Observe that the path-only match can rank ahead of the direct visible
label match.

### Paperclip version or commit

Current `master` before this change.

### Deployment mode

Local dev (`pnpm dev`).

### Installation method

Built from source (`pnpm dev` / `pnpm build`).

### Agent adapter(s) involved

- [x] Not adapter-specific (core bug)

### Database mode

Not database-related.

### Access context

Board (human operator).

### Node.js version

Not version-specific.

### Operating system

Not OS-specific.

### Relevant logs or output

No logs; this is client-side selector behavior.

### Relevant config (if applicable)

None.

### Additional context

This PR also keeps the reusable workspace selector popover inside the
modal and contains command-list scroll events to keep the dialog
interaction stable.

### Privacy checklist

- [x] I have reviewed all pasted output for PII (usernames, file paths,
API keys, tokens, company names) and redacted where necessary.

## What Changed

- Added fuzzy scoring helpers for searchable text fields, including
field weights for visible labels versus secondary search metadata.
- Updated `SearchableSelect` to sort filtered results by score while
preserving original order for ties and custom filters.
- Updated reusable execution workspace matching to prefer visible
labels, then descriptions, then hidden search text.
- Kept the reusable workspace selector popover inside the new issue
modal and contained wheel/touch scrolling in the command list.
- Added unit/component coverage for selector ranking, reusable workspace
matching, modal popover containment, and scroll containment classes.

## Verification

- `pnpm exec vitest run ui/src/lib/searchable-select.ts
ui/src/lib/reusable-execution-workspaces.test.ts
ui/src/components/SearchableSelect.test.tsx
ui/src/components/NewIssueDialog.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

Low risk. The change is scoped to client-side searchable selector
ranking and modal popover behavior. The main behavior shift is that
searches are intentionally less permissive for unrelated fuzzy letter
spreads, which should reduce noisy results but could hide a result
someone previously reached through very loose matching.

## Model Used

OpenAI Codex, GPT-5-based coding agent with repository file access,
shell/tool execution, and medium reasoning effort. Exact hosted model
build and context window were not surfaced in this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] 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>
2026-06-24 13:21:32 -05:00
DottaandPaperclip e68188c438 fix: upstream deployed document-comment, routine-annotation, workspace & board-polling fixes (#8536)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - This change touches several already-shipped subsystems —
document-comment annotations, the selected-agent Conference Room chat
surface, routine description annotations, workspace-operation tracking,
and the board polling/inbox UI
> - A batch of incremental fixes and two small backend additions had
accumulated on a local mainline and were deployed to a live instance,
but never landed upstream — so each `origin/master` sync kept
re-diverging
> - Leaving them un-upstreamed means the same delta has to be re-merged
on every sync and risks being lost or silently reverted
> - This pull request rebases that delta cleanly on top of current
`origin/master` (preserving recent upstream work such as reusable
sandbox leases and the relation-list collapse controls) and brings it up
for review
> - The benefit is that mainline and the deployed instance converge, and
these fixes/additions get normal review + CI + Greptile coverage

## Linked Issues or Issue Description

No single GitHub issue tracks this; it is a bundle of bug fixes and two
small feature additions. Following the issue-template fields:

**Bug fixes (what was wrong → what this does):**
- Document comments rendered out of document order, didn't live-update
across clients, swallowed save failures, and lost the markdown text
selection on re-render. Now: doc-order sort, live updates, surfaced
save-failure state, stable selection across re-renders.
- The board polling hot path returned oversized payloads on every poll.
Now: an opt-in `summary` projection trims the heartbeat-run list
payload.
- Assorted UI fixes: sidebar nav peek/streamlining edge cases, markdown
file-viewer re-mount/line-height issues on iOS Safari, inbox badge/skill
deep-link tab selection, and `⌘.` work-mode cycling on iOS.

**Feature additions:**
- `workspace_operations.issue_id` — associate a workspace operation with
the issue that triggered it (new migration `0106`, schema, service,
shared type).
- Routine **description annotations** — comment threads on a routine's
description document, mirroring issue document annotations (new
migration `0107`, `routine_documents` schema, routes/service,
editable-sections UI).
- Selected-agent **Conference Room chat** surface wiring and live
issue-thread updates.

**Related PR:** #8229 (`feat(control-plane): add annotation and
workspace controls`, draft) covers overlapping
annotation/workspace-control territory — flagging it so a reviewer can
reconcile the two rather than double-merging.

## What Changed

- `feat(workspace)`: `workspace_operations.issue_id` migration +
schema/service/type; issue workspace property controls reconciled with
upstream's evolved "Service" row.
- `feat(routines)`: routine description annotations —
`routine_documents` schema, migration `0107`, routes/service,
`editable-sections` UI.
- `fix(document-comments)`: doc-order sort, live updates, save-failure
surfacing, stable markdown selection (+ storybook story, rerender test).
- `feat(chat)`: selected-agent Conference Room chat surface and live
issue-thread updates (`LiveUpdatesProvider`, `issue-chat-messages`,
interactions service).
- `perf(board)`: opt-in `summary` projection for the board
polling/heartbeat-run list payload, plus assorted sidebar / file-viewer
/ inbox / IssueProperties UI fixes.

Organized into 5 logical commits. Migrations are numbered incrementally
after upstream's latest (`0105`) — `0106` then `0107`, no journal
collision.

## Verification

- Built by 3-way merging the deployed delta onto current
`origin/master`; the only merge conflict (`IssueProperties.test.tsx`,
two adjacent test blocks) was resolved in favor of upstream's evolved
"green service link above the workspace row" layout, which matches the
merged component's rendered output.
- Confirmed recent upstream work is preserved post-merge: reusable
sandbox lease teardown (`#8513`), the IssueProperties relation-list
collapse controls, and the sidebar streamlined-nav default.
- Confirmed the net diff vs `origin/master` is exactly the intended
feature delta (65 files) and that overlapping server files (`issues.ts`,
`agents.ts`, `heartbeat.ts`) only add feature code without disturbing
upstream logic.
- This delta is already running on a live deployed instance.
- Full typecheck/test suite + Greptile to run in CI (see checklist).

## Risks

- Two new migrations (`0106`, `0107`). Both are additive (new table /
new nullable column) and ordered after upstream's `0105`; no data
backfill, low risk. If another migration-bearing PR merges first,
renumber before merge.
- Largest blast radius is in the merged overlapping UI/service files;
covered by the existing test suites for those files plus CI.
- Overlaps thematically with draft PR #8229 — reviewers should reconcile
rather than merge both blindly.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use
(git, shell). Agentic coding workflow.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-23 09:00:14 -05:00
DottaandPaperclip 2dbaf4a7fa External object references across issue surfaces (#8512)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI agents, issues, approvals, comments, and work products.
> - The involved subsystem is issue context: markdown links, issue
properties, related work, lists, filters, inbox/sidebar status, and
plugin-provided external context.
> - The gap is that URLs to external systems currently remain mostly
plain links, so humans and agents must manually open them to understand
status, identity, and liveness.
> - This matters because external work objects such as GitHub issues and
pull requests are part of the operational state of a Paperclip company.
> - The implementation keeps core provider-neutral: shared contracts,
storage, sync, routes, and UI surfaces live in core while providers can
contribute detection and status resolution.
> - This pull request adds the external object reference foundation,
GitHub provider support, issue-surface rendering, filters,
sidebar/list/inbox signals, and test/story coverage.
> - The benefit is that linked external work becomes inspectable
Paperclip context without hardcoding every provider directly into the
UI.

## Linked Issues or Issue Description

No public GitHub issue exists for this work.

Feature request:

- Problem: URLs in Paperclip issues, comments, documents, and related
surfaces do not expose provider status or object identity inline.
- Proposed behavior: detect supported external object URLs, persist
normalized references, refresh provider status, and render concise
status-aware links across issue surfaces.
- Users affected: board users, agents, and maintainers who triage issues
containing external work links.
- Acceptance: external object references are company-scoped,
provider-extensible, visible in key issue surfaces, filterable where
relevant, and covered by focused shared/server/UI tests.

Related PR search:

- No open duplicate PRs found for `external object references`.
- Closed related prior attempt: #4556.

## What Changed

- Added shared external-object contracts, validators, status/liveness
helpers, and plugin protocol declarations.
- Added database schema and additive migrations for external objects,
source mentions, and display metadata.
- Added server services/routes for detecting, syncing, summarizing,
refreshing, and resolving external objects across issues, documents,
comments, projects, and plugins.
- Added a GitHub external-object provider plus plugin SDK authoring
docs.
- Wired UI presentation across markdown links, comments, issue chat,
documents, properties, related work, issue rows, filters, inbox/sidebar
badges, and Storybook stories.
- Rebasing cleanup: moved the branch onto current `master`, repaired
stale worktree provision config, hardened environment-sensitive
tests/mocks, and removed committed screenshot artifacts from the PR
branch to keep the reviewable file set below tool limits.

## Verification

- `pnpm exec vitest run packages/shared/src/external-objects.test.ts
server/src/__tests__/external-object-routes.test.ts
server/src/__tests__/external-objects-service.test.ts
ui/src/components/ExternalObjectPill.test.tsx
ui/src/lib/external-objects.test.ts` passed after rebasing: 5 files, 56
tests.
- Historical branch verification before this PR creation included `pnpm
test:run`, `pnpm -r typecheck`, and `pnpm build`; this PR body does not
claim those were rerun after the final rebase.

## Risks

- Medium: this adds a new cross-surface sync path on
issue/document/comment writes. The implementation uses safe sync
wrappers so external-object failures warn instead of blocking core
mutations.
- Medium: the migrations introduce new tables and indexes. They are
additive and company-scoped.
- Medium: provider-specific URL parsing can miss or misclassify edge
cases. Shared canonicalization tests and provider tests cover current
GitHub shapes.
- Low: UI badge/filter behavior could add visual noise for object-heavy
issues; component tests and Storybook stories cover the intended
surfaces.

> Roadmap checked: `ROADMAP.md` references the plugin system as the
current extension path and does not list a duplicate core feature.
Related long-range docs discuss external references, work products,
preview URLs, and plugin extension points; this PR implements the scoped
external-object reference foundation.

## Model Used

OpenAI Codex, GPT-5 coding-agent runtime, with shell and GitHub CLI tool
use. Reasoning mode: medium. Exact deployed runtime model ID and context
window were not exposed in the environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-23 08:27:19 -05:00
Devin Foley 547463d3a2 refactor(environments): make execution environments instance-scoped (#8375)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies, so execution
environment selection has to stay inspectable and predictable across
companies, agents, and runs.
> - The environment subsystem decides where an agent heartbeat actually
runs and how remote sandbox state is realized and restored.
> - That subsystem previously mixed company-scoped environment catalogs
with issue-level environment stamping, so a reassigned issue could keep
executing in the previous assignee's sandbox.
> - That behavior breaks the control-plane contract: changing the
assignee should change the executing agent/environment path unless there
is an explicit current override.
> - Fixing it cleanly required more than a narrow patch; the environment
model had to move to instance scope with a single inherited default and
per-agent override semantics.
> - This pull request rewires the schema, server/API surface, runtime
resolution, and UI around that model, then adds regression coverage for
cross-company inheritance and per-agent isolation.
> - The benefit is that environment choice now follows the approved
instance/agent configuration path instead of stale issue state, while
shared environments only need to be configured once per instance.

## Linked Issues or Issue Description

- No directly matching public GitHub issue or PR was found while
searching for this refactor.

### What happened?

Reassigning work between agents with different execution environments
could keep running in the previous sandbox because environment choice
was stamped onto the issue and outranked the current assignee. The same
subsystem also forced environment catalogs to be duplicated per company
even though the underlying execution environments were instance-wide
resources.

### Expected behavior

Execution should resolve through the current instance and agent
configuration path, with one instance-scoped environment catalog, one
instance default, optional per-agent override, and no stale issue-level
environment authority surviving reassignment.

### Steps to reproduce

1. Configure two agents to use different execution environments.
2. Assign an issue to the first agent so the issue records execution
state in that environment.
3. Reassign the same issue to the second agent and run another
heartbeat.
4. Observe that the pre-fix runtime can still sync or execute in the
original sandbox instead of the second agent's environment.

### Paperclip version or commit

Current `master` before this PR.

### Deployment mode

Self-hosted server.

### Installation method

Built from source (`pnpm dev` / `pnpm build`).

### Agent adapter(s) involved

- Claude Code
- Not adapter-specific (core bug in environment authority / resolution)

### Database mode

External Postgres.

### Access context

Both board reassignment and agent heartbeats were involved.

## What Changed

- Moved environments and their default selection contract to instance
scope in DB/shared types, including the migration that dedupes legacy
per-company environments and seeds the instance local default.
- Reworked environment CRUD/auth flows to use instance-scoped APIs and
added route/service coverage for instance-level environment management.
- Changed runtime resolution to prefer `agent default -> instance
default -> built-in local`, removed issue-level environment stamping
from the active execution path, and isolated sandbox/plugin leases by
`(executionWorkspaceId, agentId)`.
- Added environment env-var runtime precedence so environment-provided
values act as the baseline for agent execution.
- Moved the environment UI into instance settings and updated agent
configuration surfaces to reflect inherit/override behavior.
- Added regression coverage for instance-default inheritance across
companies and for the new runtime resolution behavior.
- Fixed a rebase-only duplicate `enableTaskWatchdogs` flag regression in
instance settings types/validators/services so the branch typechecks
cleanly on current `master`.
- Updated stale server tests so CI matches the shipped instance-scoped
environment contract.

## Verification

- `git diff --check`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
server/src/__tests__/environment-runtime-driver-contract.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/environment-routes.test.ts
server/src/__tests__/environment-instance-routes.test.ts
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-plugin-environment.test.ts
server/src/__tests__/instance-settings-routes.test.ts`

## Risks

- The migration changes environment scope and dedupes existing rows, so
installs with unusual legacy environment combinations should be reviewed
carefully during upgrade.
- Remote execution behavior now depends on instance-default inheritance
semantics instead of issue-level stamping, so any remaining code paths
that still assume issue-scoped environment authority would surface as
follow-up bugs.
- This PR includes both server/runtime behavior and UI relocation, so
reviewers should watch for authorization edge cases around instance
settings and environment management.

> I checked [`ROADMAP.md`](ROADMAP.md). This work fits the existing
Cloud / Sandbox agents direction as a bug-fix/refactor to current
behavior, not a new parallel product surface.

## Model Used

- OpenAI Codex coding agent in this Paperclip/Codex session; GPT-5-class
tool-using model with code execution and shell access. The exact backend
model ID is not exposed to the session runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-20 09:42:53 -07:00
a71c4b6782 [codex] feat(watchdog): add task watchdog control plane (#8339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task lifecycle and recovery subsystems decide when agent work is
still productive, stalled, or ready for review.
> - Existing recovery paths can observe stopped or incomplete work, but
there was no first-class per-task watchdog model with scoped review
permissions.
> - Watchdog follow-ups also need strict boundaries so
recovery/status-only runs cannot mutate approvals or perform deliverable
work.
> - This pull request adds the task watchdog data model, API/service
layer, scheduler/review flow, adapter wake context, UI configuration
surfaces, and docs.
> - The branch has been rebased onto current `paperclipai/paperclip`
`master`; the watchdog migration is now ordered after master's latest
migrations as `0104_issue_watchdogs`.
> - The benefit is a more explicit task-review loop that preserves
Paperclip's single-assignee and governance invariants while making
stalled work easier to route.

## Linked Issues or Issue Description

No linked GitHub issue. Paperclip task:
[PAP-11275](/PAP/issues/PAP-11275).

## Problem or motivation

Task recovery needs a first-class watchdog path that can inspect stopped
work and create scoped follow-ups without bypassing normal task
ownership. Board/UI users need a way to configure watchdogs on tasks and
see watchdog-related live work. Recovery/status-only runs must remain
limited to status reporting and must not create approvals, link
approvals, or submit approval comments.

## Proposed solution

Add a task-watchdog data model, scheduler/classifier, scoped mutation
guard, adapter wake context, API/UI configuration surfaces, and
documentation so watchdog agents can review stopped task subtrees under
explicit boundaries.

## Alternatives considered

Reuse the existing recovery-action flow only. That would keep
stopped-work detection implicit, make per-task watchdog assignment
harder to expose in the UI, and would not provide a durable
scoped-review issue for stalled task trees.

## Roadmap alignment

This is Paperclip control-plane lifecycle infrastructure for task
execution and recovery. I checked `ROADMAP.md`; this PR does not
duplicate an existing planned core item.

## What Changed

- Added issue watchdog schema, migration, shared contracts, validators,
CRUD API, and service support.
- Added task watchdog scheduler/classifier behavior, scoped mutation
enforcement, adapter wake context, and default watchdog mandate
guidance.
- Added UI surfaces for configuring watchdogs on new/existing tasks,
viewing watchdog activity, and exposing the experimental setting.
- Added docs for the user-facing task watchdog workflow and
implementation semantics.
- Gated new-task watchdog setup behind `enableTaskWatchdogs` and blocked
cheap status-only recovery runs from approval mutations.
- Rebased onto current `master` and renumbered the idempotent watchdog
migration from the branch-local `0102_issue_watchdogs` slot to
`0104_issue_watchdogs`.
- Addressed Greptile feedback by loading watchdog classifier input with
a recursive subtree query and centralizing the watchdog origin-kind
constant.
- Added and updated focused server/UI tests for watchdog routes,
scheduler/classifier behavior, scope boundaries, live task visibility,
settings, and new issue dialog behavior.

## Verification

- `pnpm vitest run server/src/__tests__/task-watchdogs-scheduler.test.ts
server/src/__tests__/task-watchdogs-classifier.test.ts`
- `pnpm vitest run
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm vitest run ui/src/components/NewIssueDialog.test.tsx`
- `pnpm --filter @paperclipai/server typecheck`
- `git diff --check`
- Verified the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows`.

## Risks

- Medium risk: this introduces a new task lifecycle surface touching DB
schema, server routes/services, adapter wake context, and UI task
configuration.
- Watchdog scheduling behavior depends on the new experimental setting
and runtime context checks behaving consistently across local and
production agents.
- The watchdog migration is idempotent (`IF NOT EXISTS` /
duplicate-object guards) so users who tried the previous branch-local
migration number should not get duplicate-object failures.
- CI and the second Greptile pass are pending after the latest
review-fix push.

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

## Model Used

OpenAI Codex, GPT-5-class coding agent in the Paperclip workspace. Exact
runtime model id and context window were not exposed to the agent; tool
use and local command execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-19 15:38:52 -05:00
DottaandPaperclip 7069053a1f [codex] Add ask issue work mode (#8334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue work mode controls how a task starts and how the conversation
composer frames the operator's intent.
> - Paperclip already supports standard agent execution and planning
mode, but there is no lightweight mode for asking a question without
immediately implying execution or plan drafting.
> - That gap makes low-commitment clarification workflows look like
normal task execution.
> - This pull request adds an explicit Ask mode and threads it through
shared contracts, server heartbeat context, and the issue composer UI.
> - The benefit is that operators can create or switch a task into a
question-oriented mode while preserving existing agent and planning
flows.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Inline feature request
follows the repository feature request template.

### Subsystem affected

Cross-cutting: `packages/shared`, `server/`, and `ui/`.

### Problem or motivation

Issue conversations currently distinguish standard agent work from
planning work, but question-first conversations do not have a clear
public mode in the shared contract or UI. Operators who want to ask an
agent a focused question have to use standard mode, which can imply
normal task execution, or planning mode, which asks for a plan rather
than an answer.

### Proposed solution

Add Ask as a first-class issue work mode. It should be selectable from
issue creation and issue chat, cycle alongside Standard and Planning
from the keyboard shortcut/menu, appear distinctly in composer styling,
and be included in heartbeat context so agents know to answer directly
instead of executing or drafting a plan.

### Alternatives considered

- Keep using standard mode for questions: rejected because it does not
communicate answer-only intent to the agent or the UI.
- Reuse planning mode for questions: rejected because planning mode asks
for a plan and is semantically different from asking a question.
- Add only local UI copy: rejected because the mode needs to be
represented in the shared contract and server heartbeat context to be
reliable.

### Roadmap alignment

This is a focused issue-workflow improvement. `ROADMAP.md` was checked
and no duplicate planned core work was found.

### Additional context

Related public searches performed before opening this PR:

- GitHub PR search for `"ask mode" repo:paperclipai/paperclip`
- GitHub issue search for `"ask mode" repo:paperclipai/paperclip`
- GitHub PR search for `"work mode" "ask" repo:paperclipai/paperclip`

No duplicate PR was found.

## What Changed

- Added `ask` to the shared issue work-mode contract and validation
coverage.
- Included issue work mode in heartbeat context summaries so agents can
see standard, planning, and ask state.
- Added Ask mode metadata, styling, composer tone handling, and
selection/cycling behavior in the issue chat/new issue UI.
- Updated focused tests for shared validators, heartbeat context, and
affected UI work-mode flows.

## Verification

- `NODE_ENV=test pnpm exec vitest run
ui/src/components/ChatComposer.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/lib/work-mode-meta.test.ts`
- `NODE_ENV=test pnpm exec vitest run
packages/shared/src/validators/issue.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issues-service.test.ts
ui/src/components/ChatComposer.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/lib/work-mode-meta.test.ts ui/src/pages/IssueDetail.test.tsx`

The broader targeted command passed 8 test files / 245 tests.

Visual reference for Standard/Planning/Ask composer states:
https://gist.github.com/cryppadotta/714d8590bac55500a65e7e16de5bb4b8

It emitted an expected warning from an existing server test fixture
about a missing run-log fixture while verifying derived issue comment
metadata.

## Risks

Low to moderate risk. This adds a new enum value that crosses shared,
server, and UI contracts. Existing standard and planning modes are
preserved, but any downstream code assuming only two non-terminal work
modes may need to handle `ask`.

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

## Model Used

OpenAI GPT-5 Codex coding agent in Paperclip CodexCoder mode, with
shell, git, GitHub connector, and local test execution tools. Context
window and exact hosted model snapshot are not exposed in this runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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/...`,
`feat/...`) 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] 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>
2026-06-19 13:06:04 -05:00
6756ae8289 fix(ui): restore issue copy buttons on HTTP (#8212)
## Thinking Path

> - Paperclip is the control plane operators use to run AI-agent
companies, so board actions like copying task state need to work
reliably on the live board UI.
> - The affected surface is the issue detail and issue chat UI, where
operators copy task descriptions and comment text during triage and
handoff.
> - On self-hosted HTTP deployments, the async Clipboard API can exist
but fail, which breaks these copy buttons silently.
> - The internal FMAI reproduction pointed specifically at task
description copy and task comment copy in the issue view.
> - There is already an overlapping upstream PR,
[#6353](https://github.com/paperclipai/paperclip/pull/6353), but it is
currently `CONFLICTING` and does not provide a mergeable path.
> - This pull request adds a shared clipboard helper with a fallback
path, wires the task-detail and task-thread copy actions through it, and
locks the behavior in with targeted tests.
> - The benefit is that copy buttons keep working on HTTP self-hosted
boards without changing behavior for secure deployments.

## Linked Issues or Issue Description

- Fixes #3529
- Refs #6353

## What Changed

- Added `ui/src/lib/clipboard.ts` with a shared `copyTextToClipboard()`
helper that tries the async Clipboard API first and falls back to
`document.execCommand("copy")` when that path is blocked.
- Updated `IssueDetail.tsx` so the task-level "Copy task as markdown"
action uses the shared helper.
- Updated both `IssueChatThread.tsx` and `IssueChatThreadClassic.tsx` so
task comment copy actions, code-block copy actions, and system-notice
copy actions use the shared helper.
- Added focused regression coverage in `IssueDetail.test.tsx` and
`IssueChatThread.test.tsx` for insecure-context fallback behavior.

## Verification

- `corepack pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/IssueChatThreadSystemNotice.test.tsx`
- `corepack pnpm exec tsc -p ui/tsconfig.json --noEmit`
- Manual reviewer check:
  - Run Paperclip over HTTP.
  - Open an issue detail page.
  - Use `Copy task as markdown` and a comment `Copy message` action.
  - Confirm both copy successfully instead of silently failing.

## Risks

- Low risk. The change is scoped to clipboard helpers and the specific
issue-detail / issue-thread copy actions.
- The fallback relies on `document.execCommand("copy")`, which is legacy
browser behavior, but it is only used when the modern clipboard path is
unavailable or blocked.

## Model Used

- OpenAI GPT-5 Codex via Codex local adapter, tool-enabled coding
workflow with terminal, git, and file-editing support.

## 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
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: FMAI Agents <joegalbert-ai@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-18 23:43:57 -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
Devin Foley 412a04c964 fix(ui): keep desktop shell pinned when scrollIntoView walks past body (#8071)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The desktop app shell uses a fixed-height `h-dvh` flex column with
`<body>` pinned to `overflow: hidden` so the page itself doesn't scroll
— only `#main-content` does
> - On long threads, submitting a comment fires `scrollIntoView({ block:
"start" })` on the new optimistic message, which by spec walks every
ancestor scroll container and adjusts each
> - With `<body>` (and historically the two shell `<div>`s) marked
`overflow: hidden`, the browser treats them as scroll containers per the
CSS spec; `scrollIntoView` reaches them and scrolls them, visually
shifting the entire shell — sidebar and header included — off the top of
the viewport
> - `overflow: clip` is visually identical to `hidden` but is explicitly
*not* a scroll container, so converting the shell divs and body to
`clip` removes them from `scrollIntoView`'s ancestor walk
> - Chrome additionally drives `document.scrollingElement.scrollTop` via
its internal C++ smooth-scroll algorithm, which bypasses both the JS
`scrollTop` setter and the CSS `overflow` on the root element — so even
with the root viewport clipped, `<html>` still scrolls
> - This PR layers the CSS/JS overflow-clip changes with a capture-phase
`scroll` listener that snaps `documentElement.scrollTop` and
`body.scrollTop` back to 0 whenever they drift, defeating the
root-viewport scroll the browser performs natively

## Linked Issues or Issue Description

Refs #8041 (`fix(ui): don't window-scroll the desktop shell on comment
submit`) — that PR gated the JS-initiated `window.scrollBy(...)` path in
`restoreComposerViewportSnapshot`. The bug this PR fixes is a separate,
browser-internal scroll path triggered by `scrollIntoView`'s ancestor
walk, which the #8041 gate doesn't reach (no JS scroll call to gate).
This PR is complementary, not a revert.

**Bug description (no existing tracked issue):** After submitting a
comment on a long thread in the desktop app, the entire app shell —
sidebar, top nav, everything — visually shifts upward by ~300px, putting
items above "Tasks" in the sidebar off-screen. A soft refresh (Cmd+R)
doesn't fix it; only a hard URL navigation does. Verified the bug
reproduces only on threads long enough that `#main-content.scrollHeight
> clientHeight` by a wide margin.

**Repro:** Open a long-thread issue → submit a one-word comment →
observe sidebar items above the active selection fall off the top of the
viewport.

## What Changed

- `ui/src/components/Layout.tsx`:
- Static desktop-shell `<div>`s: `overflow-hidden` → `overflow-clip` on
both the outer flex column and inner flex row (lines 459, 470 in the
original numbering). Removes them from the scroll-container set.
- JS-applied body overflow: `document.body.style.overflow = isMobile ?
"visible" : "hidden"` → `... : "clip"`. Same rationale, applied to
`<body>`.
- New `useEffect` that registers a capture-phase `scroll` listener on
`window`. On every scroll event, if `documentElement.scrollTop` or
`body.scrollTop` has drifted from 0, it gets snapped back. Gated on
`!isMobile` so the mobile shell (which uses `min-h-dvh` and
intentionally scrolls window) is unaffected.

## Verification

**Reviewer steps:**

1. Open a long-thread issue in the desktop UI (anything where
`#main-content.scrollHeight > clientHeight` substantially — most active
issues qualify).
2. Submit a one-word comment.
3. Confirm the sidebar stays put — items above the active item remain
visible, top nav stays at the top of the viewport.
4. Repeat several times; confirm the shell never drifts upward.

**Tests:** Existing tests for `issue-chat-scroll.ts` and
`IssueChatThread.tsx` still pass (59/59 in
`ui/src/lib/issue-chat-scroll.test.ts` +
`ui/src/components/IssueChatThread.test.tsx`).

**Bisect proof:** During development I confirmed by selectively
reverting the capture-phase scroll listener that the bug returns
immediately when only the listener is removed (with the two
`overflow-clip` changes still in place) — proving the listener is the
decisive fix for the browser-internal root-viewport scroll path. The
probe trace showed `documentElement.scrollTop` animating from 0 →
307.5px over ~400ms during the smooth `scrollIntoView` even with `html {
overflow: clip }` applied in computed style.

## Risks

Low.

- The two `overflow-hidden` → `overflow-clip` swaps are visually
identical and have well-defined browser support (Chrome 90+, Firefox
81+, Safari 16+). Paperclip's desktop targets are well within those
ranges.
- The capture-phase scroll listener fires only when
`documentElement.scrollTop !== 0` or `body.scrollTop !== 0`. On a
correctly-behaving page neither should ever be non-zero on desktop, so
the listener is effectively a no-op for everything except the bug it's
reverting. It's gated behind `!isMobile`.
- Mobile uses `min-h-dvh` (no overflow set) and intentionally scrolls
window for the standard mobile chrome behavior; the listener is gated
off there so mobile UX is unaffected.

## Model Used

Claude Opus 4.7 (`claude-opus-4-7`), 200k context, extended thinking
enabled. Tool use: file edits, bash for git/test execution. Diagnosis
was driven by an instrumented in-browser probe (built and HMR'd into
`Layout.tsx` during development, removed before this PR) that traced
every `scrollBy`/`scrollTo`/`scrollIntoView` call and the
`Element.prototype.scrollTop` setter; the decisive trace identified the
browser-internal scroll path as the unguarded root cause.

## 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
- [ ] I have added or updated tests where applicable — no new tests; the
bug is a browser-internal scroll behavior that's not exercisable in
jsdom (which doesn't implement the smooth-scroll animation that drives
the bug). Existing snapshot/restore tests in `issue-chat-scroll.test.ts`
cover the JS-initiated paths.
- [ ] If this change affects the UI, I have included before/after
screenshots — see the description text above; the bug manifests as the
entire shell translating up by ~300px on long-thread comment submit
- [x] I have updated relevant documentation to reflect my changes — N/A,
behavior change is non-user-facing CSS/event-handling
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green — will confirm on this PR
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
will iterate
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-12 17:31:16 -07:00
Doyeon BaekandClaude Opus 4.8 4965dc834a fix(ui): don't window-scroll the desktop shell on comment submit (#7972) (#8041)
Fixes #7972.

## Thinking Path
- The reporter pinned the post-submit composer-viewport restore in
`ui/src/lib/issue-chat-scroll.ts`, which falls back to
`window.scrollBy(...)` when `#main-content` is not independently
scrollable — exactly the short-thread repro case.
- In the desktop shell the body is `overflow: hidden` (set in
`Layout.tsx`) inside a fixed-height `h-dvh` flex column, so a window
scroll never moves content: it translates the entire shell (sidebar
included) off-screen, and a plain reload does not restore it. On mobile
(`min-h-dvh`, `body { overflow: visible }`) and the auth-free perf
fixture the page genuinely scrolls, so the window IS the correct target
there.
- A prior attempt forced `resolveIssueChatScrollTarget` to always use
`#main-content`; that path is a no-op on a non-overflowing container and
is sensitive to a stale `ui/dist`/`.vite` cache, which likely masked the
result. Gating the window-scroll itself is the precise root-cause fix
and covers both restore call sites (`queueViewportRestore` and the
`[messages]` layout effect) since both route through one function.

## What Changed
- Added `isWindowScrollable(doc, win)` to `issue-chat-scroll.ts`: the
window is a valid scroll target only when the document body is not
clipped. It checks both the `overflow` shorthand and the `overflow-y`
longhand (some engines, incl. jsdom, do not derive the longhand from the
shorthand in computed style).
- Gated the `window.scrollBy` fallback in
`restoreComposerViewportSnapshot` behind `isWindowScrollable`; on the
desktop shell there is nothing to restore, so the scroll position is
left untouched.
- Added unit tests for the desktop-shell (no window scroll) case and for
`isWindowScrollable`.

## Verification
- `ui $ vitest run src/lib/issue-chat-scroll.test.ts` → 6 passed (2 new
+ existing window/element restore tests still green).
- `ui $ vitest run src/components/IssueChatThread.test.tsx` → 55 passed
(consumer regression).

## Risks
- Low. Behaviour only changes when the resolved target is `window` AND
the document body is clipped — i.e. the desktop shell, where the
previous behaviour was the bug. Mobile and the perf fixture keep window
scrolling unchanged (body not clipped → `isWindowScrollable` true).

## Model Used
claude-opus-4-8

---

- [x] I searched the GitHub PRs for similar or duplicate PRs and
confirmed this is not a duplicate.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-12 10:05:57 -07:00
6f9801a46b feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The first-run experience (onboarding wizard) and the chat surfaces
(conference-room/board chat, task threads, composers) are the product's
front door — they decide whether a new operator understands "hire
agents, give them work, review results" in the first five minutes
> - Today those surfaces feel ticket-y and form-like: the wizard is a
static multi-step form that ends in an anticlimactic "Launch" screen,
the task composer and board chat behave differently from each other, and
agent-feed issue quicklooks misbehave (multiple flyouts open at once,
cards jump on hover)
> - We wanted to iterate toward a conversational, team-centric NUX — but
without risking the workflows of everyone already running Paperclip
> - This PR reworks the NUX behind a new default-OFF
`enableConferenceRoomChat` experimental flag: a capsule-motif onboarding
wizard that builds your team as you answer, a conference-room chat
surface, one shared ChatComposer across surfaces, brand-accurate status
chips, and feed-quicklook fixes — with the pre-existing UI
fork-and-frozen as `*Classic` components that flag-OFF users keep
> - The benefit is a complete, testable modern NUX that anyone can opt
into from Settings → Experimental, with zero default behavior change and
a clean path to either graduate or drop the experiment

## Linked Issues or Issue Description

No pre-existing GitHub issue — feature description per
`feature_request.yml`:

- **Problem / motivation:** Paperclip's onboarding wizard and chat
surfaces grew up as separate ticket-centric forms. New users get a
form-filling experience rather than the feeling of standing up a team;
the board chat and task threads use different composers with different
affordances; the agent feed's issue quicklook can stack multiple
popovers and shifts cards on hover.
- **Proposed solution:** A coherent NUX experiment behind one
experimental flag (`enableConferenceRoomChat`, Settings → Experimental,
default OFF): capsule onboarding wizard with an evolving team capsule,
conference-room chat, unified `ChatComposer`, team-centric copy, brand
status chips, quicklook single-flight fix. Flag-OFF users get the exact
pre-experiment UI via frozen `*Classic` forks, verified by an on/off
parity test matrix.
- **Alternatives considered:** (a) incremental unflagged restyling —
rejected: the changes interlock across surfaces and would drip risk into
every release; (b) a separate app shell / route for the new NUX —
rejected: too much divergence, the flag + classic-fork pattern keeps the
diff reviewable and reversible.
- **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a
lighter-weight way to talk to leadership agents... should still resolve
to real work objects"). This experiment is groundwork in that direction
(conference-room chat resolves to issues/tasks via the same composer
used in task threads) and does not change the core task-and-comments
model.

Related PRs found in the dedup search (same area, none duplicate this
work — they target the classic wizard, which this PR intentionally
leaves intact and mergeable):

- #5385 — Coach-driven onboarding: conversational entry +
agent-companies package import
- #5378 — Onboarding wizard: reusable adapter picker + probe card
- #6636 — ui(onboarding): friendly error surface + retry for the wizard
- #7005 — fix(onboarding): explicitly await first-task wake
- #2616 — fix: restore workspace directory config in onboarding wizard

## What Changed

- **Experimental flag plumbing** — `enableConferenceRoomChat` in shared
types/validators, server instance-settings service + API, Settings →
Experimental card with explicit enable/disable copy
- **Onboarding wizard** — classic wizard forked and frozen
(`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard
with a persistent evolving `AgentCapsule` (gradient/glow motif),
team-centric reframed copy, and a typing-dots intro (hardened with
fake-timer tests)
- **Conference-room chat** — flag-ON board-chat surface with agent
bubble name/icon headers and copy/vote/timestamp action rows
(`AgentBubbleActionRow`)
- **Unified composer** — shared `ChatComposer` adopted across surfaces;
translucent surface + scroll-mask removal; "Agent mode"/"Plan mode"
relabels; no-assignee confirmation `AlertDialog` (new
`ui/alert-dialog.tsx` primitive); `@task` reference picker +
linkification in mentions
- **Agent feed** — single-flight issue-quicklook store (one popover at a
time), flyouts open to the left, removed hover translate-y jitter
- **Status chips** — brand-accurate task status chips behind the flag
(light/dark, 1px borders per paperclip.ing/brand)
- **Tests** — flag on/off parity matrix across IssueDetail,
NewIssueDialog, Sidebar, wizard, gate components; component tests for
all new pieces
- **Merge with `master`** — one conflict in
`ui/src/components/IssueChatThread.tsx`, resolved by keeping master's
new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside
the flag-gated metadata-row chrome (details in commit `21a5642a`);
post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`,
flag hook made safe for provider-less mounts (master's new isolated
component tests)
- **Branch hygiene** — internal design wireframes/mockups stripped
before the PR (they live in the Paperclip issue threads)
- No user-facing documentation changes required: the flag is
intentionally experimental and self-described in the Settings card; no
existing docs reference the affected surfaces

## Verification

- `pnpm run typecheck` — green across the workspace (ui, server, shared,
plugins)
- Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD):
**1593/1595 passing, 223/224 files** — the 2 remaining failures are in
`src/components/artifacts/ArtifactCard.test.tsx` and **fail identically
on pristine `origin/master`** (pre-existing upstream, unrelated to this
branch)
- Full server suite (`vitest run` in `server/`, same clean worktree):
results in PR checks; flag plumbing covered by instance-settings tests
- Targeted post-merge resolution check: `IssueChatThread`,
`IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`,
`ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`,
`InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing
- Manual walkthrough: flag OFF (default) → onboarding wizard, task
thread, board chat, composer all render the classic UI; flag ON via
Settings → Experimental → capsule wizard, conference-room chat, unified
composer, status chips active
- Screenshots: see below

**Flag on/off screenshots** (committed on this branch under
`screenshots/PR-8000-*`):

| Surface | Flag OFF (classic, default) | Flag ON (experimental) |
| --- | --- | --- |
| Settings → Experimental | ![settings
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png)
| ![settings
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png)
|
| Task thread | ![thread
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png)
| ![thread
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png)
|
| Home / nav | ![home
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png)
| ![home
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png)
|
| Conference Room (flag-ON only surface) | — | ![conference
room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png)
|

Capsule onboarding wizard walkthrough screenshots (flag ON) are attached
to the Paperclip design/implementation threads; the wizard requires a
fresh instance so it is captured via the e2e harness
(`tests/e2e/nux-phase4-screenshots.spec.ts`).


## Risks

- **Large surface, but gated:** all new behavior sits behind
`enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by
frozen `*Classic` forks plus an on/off parity test suite
- **Classic forks are frozen at the fork point (`e3aada1d`):** master
features added to the live thread component after that point (assignee
handoff chips, run status badge, composer mention coach) render in the
flag-ON path; the flag-OFF task thread keeps the fork-point behavior
until the experiment graduates (forks deleted) or is dropped (forks
restored as canonical). Called out for reviewer attention.
- **Merge-conflict resolution in `IssueChatThread.tsx`** (commit
`21a5642a`) deserves reviewer eyes: master's new handoff/run-status
components were kept; the base toast-style no-assignee flow remains
replaced by the AlertDialog flow introduced on this branch
- Schema/server changes are additive (one optional boolean instance
setting); no migrations of existing data

## Model Used

- Claude (Anthropic) via Claude Code running in the Paperclip agent
harness (agent: ClaudeCoder)
- Branch implemented across multiple agent sessions on Claude Opus-class
models with extended thinking + tool use (file edits, shell, Playwright
screenshots); merge/PR session model ID as reported by the harness:
`claude-fable-5` (Claude Code CLI)
- All code was agent-authored and board-reviewed through Paperclip issue
threads (plans, wireframes, confirmations) before merging

## 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 (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 16:32:55 -05:00
1413729a06 Build the Skills Store (#7990)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 14:02:09 -05:00
Jannes StubbemannandClaude Opus 4.8 4ad94d0bde feat(server): kubernetes execution integration for sandbox-provider plugins (stage 2/3) (#7938)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The execution subsystem runs those agents in environments (local,
ssh, sandbox), and sandbox-provider plugins let an environment
materialize per-run sandboxes
> - Stage 1 (#5790) contributed a first-party Kubernetes
sandbox-provider plugin, but the server core has no way to adopt it
operationally: no per-run adapter selection, no way to force an instance
onto sandboxed execution, no declarative adapter/model configuration,
and the plugin must be installed by hand
> - Without this, a multi-tenant or security-conscious deployment cannot
guarantee that agent runs never execute on the host, and a single
environment cannot serve agents with different harnesses
> - This pull request adds the server + SDK integration: per-run
adapterType on the lease protocol, an env-gated forced-Kubernetes
execution policy with provisioning and a per-run allowlist guard, a
declarative adapter registry and model list, in-cluster env passthrough
for sandbox plugin workers, fail-safe auto-install of the bundled
plugin, and the matching UI affordance
> - The benefit is that sandbox-provider plugins become fully usable for
Kubernetes execution: operators configure everything via environment
variables and GitOps, while self-hosters who set none of the variables
see exactly the behavior they have today

## Linked Issues or Issue Description

Refs #5790 (stage 1 of 3: the Kubernetes sandbox-provider plugin
package).

No existing issue. Feature description: the server core lacks the
integration seams to operate a sandbox-provider plugin as the mandatory
execution path of an instance. This PR is stage 2 of 3 of the staged
Kubernetes contribution; stage 3 will contribute the agent runtime
images and their build pipeline.

## What Changed

One line per piece:

- `packages/plugins/sdk/protocol.ts`: optional `adapterType` on
`PluginEnvironmentAcquireLeaseParams` so a provider can select the
runtime image per run; existing providers simply ignore it
- `server/services/environment-runtime.ts` +
`environment-run-orchestrator.ts`: thread the agent's adapter type into
both lease-acquiring drivers, including the heartbeat path (the two call
sites have historically drifted, hence the pinned test)
- `server/services/environments.ts`: `ensureKubernetesEnvironment` /
`findKubernetesEnvironment`, an idempotent managed Kubernetes
environment per company, identified by a metadata marker and refreshed
(not recreated) on config change; `timeoutMs` rides on the config for
slow cold-start leases
- `server/services/execution-allowlist.ts`: pure (driver, provider,
policy) -> allow/deny guard; `executionMode=kubernetes` only allows the
kubernetes sandbox provider
- `server/services/execution-policy-bootstrap.ts` + startup hook in
`server/index.ts`: parse `PAPERCLIP_EXECUTION_MODE` / `PAPERCLIP_K8S_*`,
persist `executionMode` into instance general settings, and provision
the managed environment for every company; fails loud on
misconfiguration
- `server/services/heartbeat.ts`: when the policy forces Kubernetes, pin
run selection to the managed environment (also overriding any persisted
workspace environment id), refuse to fall back to local, and re-check
the actually acquired environment against the allowlist as defense in
depth
- `server/services/adapter-registry-bootstrap.ts` + shared
`AdapterRegistryEntry` type/validator: declarative `PAPERCLIP_ADAPTERS`
registry (inline JSON or file) that reconciles adapter availability at
startup and rides on the Kubernetes environment config
- `server/services/adapter-models-env.ts` + `adapters/registry.ts`:
`PAPERCLIP_ADAPTER_MODELS` lets an operator declare picker model lists
the server cannot CLI-discover
- `server/services/plugin-loader.ts`: pass
`KUBERNETES_SERVICE_HOST/PORT(_HTTPS)` through to plugin workers that
register environment drivers, so in-cluster API clients can be
constructed; all other host env stays stripped
- `server/app.ts`: fail-safe auto-install of the bundled kubernetes
plugin at boot; no-ops when the bundle is absent and never blocks
startup on error
- `packages/shared` types/validators: `InstanceExecutionMode` on general
settings (optional, strict schema)
- `ui/lib/forced-kubernetes-environment.ts` + `AgentConfigForm`: when
the policy is active, show a read-only Kubernetes environment instead of
the environment picker and default new agents onto the managed
environment
- Tests for every new module plus the adapterType pin in
`heartbeat-plugin-environment` and the managed-environment lifecycle in
`environment-service`

Everything is gated: with `PAPERCLIP_EXECUTION_MODE`,
`PAPERCLIP_ADAPTERS`, and `PAPERCLIP_ADAPTER_MODELS` unset (and no
bundled plugin present), every code path reduces to current behavior.
The per-run `adapterType` is an optional SDK parameter that existing
providers ignore.

## Verification

- `cd server && npx tsc --noEmit`: clean (0 errors); `ui` typecheck also
clean
- Targeted suites all green (11 files, 90 tests): `npx vitest run
server/src/__tests__/heartbeat-plugin-environment.test.ts
server/src/__tests__/environment-service.test.ts
server/src/__tests__/environment-runtime.test.ts
server/src/__tests__/environment-run-orchestrator.test.ts
server/src/__tests__/plugin-database.test.ts
server/src/services/execution-policy-bootstrap.test.ts
server/src/services/execution-allowlist.test.ts
server/src/services/adapter-registry-bootstrap.test.ts
server/src/services/adapter-registry-bootstrap.reconcile.test.ts
server/src/services/adapter-models-env.test.ts
packages/shared/src/validators/adapter-registry.test.ts`
- `npx vitest run ui/src/components/AgentConfigForm.test.ts`: green (6
tests)
- Full `npx vitest run server/src/__tests__`: 2323 passed, 1 skipped;
the only failures (heartbeat-process-recovery pid-retry,
workspace-runtime symbolic-ref/git tests) reproduce identically on
pristine `master` in the same environment, so they are
machine-environment issues unrelated to this change;
`server-startup-feedback-export` needed its `services/index.js` mock
extended with the new export and is green
- This integration has been running in production on a hosted
multi-tenant deployment, where it executes agent runs across five
different harnesses through the stage 1 plugin

## Risks

- Low for existing deployments: every behavior is env-gated and the
defaults preserve current semantics; the auto-install block is wrapped
fail-safe and skips silently when the plugin bundle is absent
- `executionMode` is a new optional field on a strict zod schema; absent
input normalizes exactly as before
- The forced policy intentionally fails runs loudly (rather than falling
back to local) when no managed Kubernetes environment exists; this only
affects instances that explicitly set
`PAPERCLIP_EXECUTION_MODE=kubernetes`

## Model Used

Claude Opus 4.8 (claude-opus-4-8, 1M context), extended thinking,
agentic tool use via Claude Code.

## UI screenshots

The UI change is a new read-only "Execution" section in
`AgentConfigForm`, shown only when the instance execution policy forces
Kubernetes (`executionMode=kubernetes`); there is no "before" state for
it (the section did not exist, and instances without the forced policy
render the existing picker unchanged). Captured from the new Storybook
stories added in this PR (`Product/Agent Management`):

Managed Kubernetes environment present (read-only display, no local/SSH
picker):

![AgentConfigForm with forced Kubernetes
execution](https://raw.githubusercontent.com/paperclipinc/paperclip/296ad06e8/screenshots/PR-7938-agent-config-forced-kubernetes.png)

No managed environment available yet (warning notice, no silent local
fallback):

![AgentConfigForm forced Kubernetes, missing environment
warning](https://raw.githubusercontent.com/paperclipinc/paperclip/296ad06e8/screenshots/PR-7938-agent-config-forced-kubernetes-missing-env.png)

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [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 (1M context) <noreply@anthropic.com>
2026-06-10 21:09:02 -07:00
67b22d872f [codex] Clarify interrupt handoffs and scoped wake semantics (#7855)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread is the operator surface where comments, assignee
changes, pauses, resumes, and wakeups turn human intent into agent
execution.
> - Interrupting a live run and handing work to another assignee needs
clear semantics so the product does not accidentally keep work alive,
wake the wrong participant, or hide why an agent stopped.
> - Comment-driven wakes also need strict boundaries so closed, blocked,
and dependency-driven work only resumes when there is real actionable
input.
> - This pull request codifies the interrupt handoff contract,
implements backend scheduling behavior, and gives the UI clearer
handoff/pause language.
> - The benefit is a more inspectable and predictable task lifecycle for
both operators and agents.

## Linked Issues or Issue Description

Paperclip issue: `PAP-10664` / `PAP-10751`.

Problem: interrupting or reassigning live agent work could be ambiguous
in the UI and backend. Operators needed clearer feedback about whether a
handoff wakes an agent, what pause/cancel affects, and when comments
should revive execution. The backend also needed stronger tests around
comment wake boundaries, retry supersession, and structured agent
mention dispatch.

Related GitHub PR search found broad workflow-adjacent PRs #5082, #6359,
and #4083, but no exact duplicate for this head branch or
interrupt-handoff scope.

## What Changed

- Added an interrupt handoff semantics document covering destination
behavior, wake expectations, and live-run interruption states.
- Implemented backend interrupt handoff behavior and comment wake/reopen
handling in issue routes/services and heartbeat scheduling.
- Hardened structured agent mention dispatch so mentions resolve through
the intended dispatch path.
- Added UI helpers and components for handoff chips, wake rows,
interrupt banners, pause-affects summaries, and composer guidance.
- Updated the issue properties assignee picker and issue chat/composer
surfaces to make interrupt/reassign behavior clearer.
- Added backend, UI utility, component, and Storybook coverage for the
new behavior.
- Stabilized the new UI component tests with a local `flushSync`-backed
act helper matching existing repo practice in this dependency set.
- Addressed Greptile feedback by threading historical run `errorCode`
through issue-run data and operator-interrupted chat labels.
- Addressed Greptile's cancel ordering concern by terminating/deleting
in-memory heartbeat processes before cancellation status persistence,
with regression coverage for DB update failure.

## Verification

- `git diff --check $(git merge-base HEAD origin/master)..HEAD`
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/interrupt-handoff.test.ts src/lib/issue-chat-messages.test.ts
src/components/IssueProperties.test.tsx
src/components/interrupt-handoff/InterruptHandoffViews.test.tsx
--no-file-parallelism --maxWorkers=1` — 4 files / 91 tests passed before
the Greptile follow-ups.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-tree-control-service.test.ts
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts
server/src/__tests__/issues-service.test.ts --no-file-parallelism
--maxWorkers=1` — 6 files / 191 tests passed before the Greptile
follow-ups.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts --no-file-parallelism
--maxWorkers=1` — 1 file / 24 tests passed after the historical
`errorCode` follow-up.
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/activity-routes.test.ts --no-file-parallelism
--maxWorkers=1` — 2 files / 11 tests passed after the historical
`errorCode` follow-up.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
--no-file-parallelism --maxWorkers=1` — 1 file / 52 tests passed after
the cancel ordering follow-up.
- Greptile is green for head `272647636287d034bab8d981eaf5305865aa0f96`;
the old inline P2 is resolved/outdated.
- GitHub Actions, Socket, security-review, and Greptile checks are green
for head `272647636287d034bab8d981eaf5305865aa0f96`. The external
`security/snyk (cryppadotta)` status was still pending at
`https://app.snyk.io/org/cryppadotta/pr-checks/85b3e8f4-04e1-4f8e-9362-899c8148c23c`
after a bounded wait.

## Risks

- Medium: changes touch issue comments, wake scheduling, and live-run
interruption semantics, so regressions could affect when agents resume
or stay stopped.
- Medium: UI copy and state grouping for assignee changes may need
reviewer tuning after product review.
- Low migration risk: no database schema migration is included.
- The branch was created before the latest `origin/master` commits;
reviewers should confirm CI merge-base behavior and resolve any merge
conflicts if GitHub reports them.

> 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, tool use and local command
execution enabled. Exact hosted model build and context window 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] 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

Screenshot note: this PR includes Storybook coverage for the new
interrupt handoff UI states rather than captured before/after browser
screenshots in this PR-creation heartbeat.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 21:57:21 -05:00
DottaandClaude Opus 4.8 fae7e920a9 [codex] Polish routine layout follow-ups (#7858)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Routines are the recurring-work surface that lets a company keep
operating without a human manually kicking off every task
> - The base routine detail Variation C shell already landed in #7848,
but the follow-up branch still had polish work for scheduling, section
ergonomics, and the list layout
> - Operators need routine edit screens to explain trigger behavior
clearly, keep long detail pages usable on mobile/touch devices, and make
grouped routine lists easier to scan
> - This pull request rebases the remaining branch work onto current
`master`, drops the duplicate commits already merged through #7848, and
keeps only the new routine UI follow-ups
> - The benefit is a cleaner routines workflow without reopening the
already-merged shell work or carrying unrelated lockfile, workflow, or
screenshot changes

## Linked Issues or Issue Description

Refs #7848

Feature follow-up: polish the routines UI after the Variation C
routine-detail shell landed.

Problem / motivation:

- Routine trigger configuration needs clearer previews for manual,
schedule, API, and webhook execution modes.
- Routine detail sections need better responsive spacing and touch
ergonomics.
- The routines list grouping should scan like grouped records instead of
a table with heavy row dividers.
- The routine tests need a React 19-compatible render helper so the
focused routine suite can run in this workspace.

Proposed solution:

- Add cron-fire preview helpers and routine-run display helpers with
focused tests.
- Expand the routine editable and operate sections with richer trigger,
variable, run, activity, and history presentation.
- Adjust the routine detail shell and sub-sidebar spacing for
mobile/touch layout.
- Update grouped routine list presentation to use bordered group headers
with borderless rows.
- Switch affected routine tests to the repo's `flushSync` render-helper
pattern.

Alternatives considered:

- Leaving the duplicate pre-#7848 commits in the branch would recreate
conflicts and make the PR review much larger than the remaining change.
- Keeping grouped routine rows inside one bordered table was simpler,
but made the grouping hierarchy less legible.

Roadmap alignment:

- ROADMAP.md lists Scheduled Routines as a core shipped capability and
Output/Enforced Outcomes as ongoing priorities. This is polish on that
existing routines capability, not a new roadmap-level feature.

## What Changed

- Added routine scheduling preview helpers and tests for
cron/manual/API/webhook fire-policy display.
- Added routine run display helpers and tests for deduped trigger labels
and run-row subtitles.
- Polished routine detail sections, including trigger summaries, operate
views, and env/variable editing ergonomics.
- Adjusted routine detail page and sub-sidebar spacing so the
title/header area is less pinned and touch layouts center better.
- Reworked the routines list grouped layout so group headers are
bordered cards and routine rows are borderless inside each group.
- Added Storybook coverage for the routines list grouped layout and
updated the existing routine detail story.
- Repaired routine tests to use `flushSync` helpers compatible with the
installed React 19 runtime.

## Verification

- `pnpm exec vitest run ui/src/lib/cron-fires.test.ts
ui/src/lib/routine-run-display.test.ts ui/src/pages/Routines.test.tsx
ui/src/components/RoutineSubSidebar.test.tsx
ui/src/components/RoutineSaveBar.test.tsx`
  - Result: 5 test files passed, 37 tests passed.
- Confirmed the rebased PR diff does not include `pnpm-lock.yaml`,
`.github/workflows/*`, or committed screenshots.
- Confirmed `origin/master` is an ancestor of the pushed branch head
after rebase.

## Risks

- Medium UI risk: this touches the routine detail and routine list
surfaces, so visual regressions are possible in edge cases not covered
by the focused tests.
- Low data risk: no schema, migration, server API, or lockfile changes
are included.
- Review note: the branch intentionally force-pushed after rebasing
because the original first three commits were already merged through
#7848.

> 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 runtime, with repository
shell/tool access. Exact hosted runtime model identifier and
context-window size were not exposed in the execution environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 18:55:01 -05:00
468edd8b22 Add workspace file viewer and artifact links (#7681)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is issue-centered, and reviewers often need to inspect
files, artifacts, and path references produced during that work.
> - Before this branch, workspace-relative paths and artifact file
references were not first-class inspectable objects in the board UI.
> - Safe file viewing needs shared resource contracts, server-side
workspace boundary checks, and UI that opens files without exposing
arbitrary host paths.
> - The workspace file viewer branch needed to stay as one active PR and
be rebased onto current `paperclipai/paperclip:master` for review.
> - This pull request adds the workspace file resource API, issue-page
file viewer and browser, markdown file-reference links, and artifact
file chips.
> - The benefit is that board users can inspect relevant files from
issue context while preserving workspace boundaries and auditability.

## Linked Issues or Issue Description

No public GitHub issue exists for this branch. Internal Paperclip
issues: `PAP-1953`, `PAP-10539`, `PAP-10733`.

Problem / motivation:
- Board users need to open workspace-relative files mentioned by agents
or attached as work-product metadata without switching to a terminal.
- The UI needs to support both direct file-path opening and workspace
browsing/searching from an issue page.
- The server must enforce company access, workspace boundaries, size
limits, rate limits, and safe audit logging.

Related PR:
- Prior closed attempt: #4442
- Single active PR for this branch: #7681

## What Changed

- Added shared workspace file resource types, validators, and
workspace-file `resourceRef` metadata validation for work products.
- Added server routes/services for resolving, listing, and previewing
workspace-relative files with access checks, scan caps, list-specific
limits, and audit logging.
- Added the issue file viewer provider, sheet, workspace browser,
command-palette action, markdown workspace-file autolinks, and artifact
file chips.
- Updated issue workspace UI and stories/tests for file browsing and
workspace file opening.
- Rebased the branch onto current `paperclipai/paperclip:master` and
updated the existing single PR branch.
- Addressed current-head Greptile follow-ups by applying `offset`
consistently across search/recent/changed file listings, restoring
stopped-service port ownership checks before auto-port reuse, and
stabilizing the workspace browser pagination test.

## Verification

Current local verification after rebase to `public/master`:
- `pnpm exec vitest run packages/shared/src/work-product.test.ts
server/src/__tests__/file-resources.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/FileViewerSheet.test.tsx
ui/src/components/FileViewerSheet.copy.test.tsx
ui/src/components/WorkspaceFileBrowser.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.test.tsx
ui/src/context/FileViewerContext.test.ts
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-parser.test.ts
ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197
tests passed.
- `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server
--filter @paperclipai/ui typecheck` - passed.
- `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx`
- 1 file passed, 25 tests passed.
- `pnpm exec vitest run server/src/__tests__/file-resources.test.ts
server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90
tests passed.
- `pnpm -r --filter @paperclipai/server typecheck` - passed.
- Confirmed branch is `0` behind and `46` ahead of current
`public/master` after rebase and follow-up commits.
- Confirmed the PR diff does not include `pnpm-lock.yaml`.
- Confirmed the PR diff does not include `.github/workflows` changes.
- Searched GitHub for duplicate or related workspace file viewer
PRs/issues; #4442 is the prior closed attempt and this PR is the single
active PR for the branch.
- No screenshots were committed; the task explicitly asked not to add
design screenshots or images unless they were part of the work.

Current remote verification on head
`a698a7bc10137baf7d25bd5722e1d6e0343387c1`:
- Greptile Review - success, 64 files reviewed, 0 comments added, no
unresolved Greptile review threads.
- PR workflow `verify` - success.
- Typecheck + Release Registry, General tests, workspace test shards,
serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk -
success.
- `security-review` - neutral, with output saying a draft advisory was
filed for maintainer review and is not a merge block.
- `commitperclip PR Review / review` - cancelled after the security gate
detected flags and timed out while creating/reviewing the advisory. I
reran it once and it cancelled the same way; no actionable code/test
failure was exposed in the job logs.

## Risks

- This is a broad UI/server feature PR, so review needs to pay attention
to route authorization, workspace boundary handling, and markdown
autolink false positives.
- Workspace browsing intentionally caps list results and scan depth;
very large workspaces may require users to refine search terms.
- Remote workspace preview remains unavailable until remote file-access
support is implemented.
- The neutral commitperclip security-review advisory needs maintainer
review, but the check output says it is not a merge block.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent in a Paperclip/Codex local tool-use
environment, medium reasoning, with shell/GitHub CLI tool use for branch
inspection, verification, rebase, PR update, Greptile review, and CI
inspection.

## 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
- [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 4.7 <noreply@anthropic.com>
2026-06-09 17:17:43 -05:00
DottaandPaperclip bf62e3fbf1 feat(ui): routine detail page — variation C sub-sidebar layout (PAP-10732) (#7848)
## Summary

Rebuilds the routine detail page as **variation C** — a sub-sidebar
shell that splits the page into **ROUTINE** (Overview · Triggers ·
Variables · Secrets · Delivery) and **OPERATE** (Runs · Activity ·
History), per the engineering spec on PAP-10730. Replaces the previous
5-tab `?tab=…` layout in `ui/src/pages/RoutineDetail.tsx`.

Implements PAP-10732. Design source of truth: PAP-10730 `spec` document;
approved direction PAP-10709.

## What changed

- **Routing** (`ui/src/App.tsx`): real sub-routes under
`routines/:routineId/:section`. Bare `/routines/:id` redirects to the
last-viewed section (`localStorage`) or `overview`; old `?tab=…` URLs
redirect to the matching section for back-compat. Every section URL is
bookmarkable.
- **Shell** (`RoutineDetail.tsx`): slim 56px sticky header (title +
managed-by-plugin chip + Run / Active toggle), page-local sub-sidebar,
full-canvas section body, per-section sticky save bar. All routine
state/mutations stay in the shell and flow to sections via a
`RoutineDetailContext`.
- **New components**: `RoutineSubSidebar` (+ mobile `<Select>` picker,
roving keyboard nav), `RoutineSaveBar` (scoped dirty count, ⌘/Ctrl+S
save, Esc-discard confirm, 409 conflict recovery with Reload /
Overwrite), `RadioCard` primitive (Delivery), `RoutineTriggerCard`
(extracted from the inline editor, with human-readable cron),
`RoutineActivityRow` (expandable JSON), `lib/cron-readable`, and the
per-section components.
- **Reuse**: History mounts the existing `RoutineHistoryTab`; Variables
mounts `RoutineVariablesEditor` with a provenance banner; Secrets reuses
`EnvVarEditor` + the one-time reveal banner. No backend or schema
changes.
- **States**: per-section loading/empty/error/save-conflict and
read-only strip scaffolding (§1.6).

## Testing

- New unit tests: sub-sidebar navigation/active/dirty markers, save-bar
dirty + ⌘S + conflict recovery, cron helper.
- Existing routine tests still pass: `Routines.test.tsx`,
`RoutineHistoryTab.test.tsx`, `RoutineRunVariablesDialog.test.tsx`.
- `vitest run` (routine scope): **36 passed**. Production `vite build`:
**green**.
- Screenshots at 1440×900 + 390×844 attached to
[PAP-10732](https://example.invalid) (rendered via a new Storybook story
with fixture data).

## Out of scope (per spec)

- `/routines` list-page redo (follow-up).
- Non-owner secret-value visibility (Open Q6 — CEO escalation; built
with the spec default).

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-09 17:04:25 -05:00
50bff3b274 feat(ui): add collapsible sidebar rail and takeover panes (#7824)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents, work, and company context.
> - The board UI sidebar is the main way operators keep orientation
across companies, projects, agents, issues, and settings.
> - The existing fixed expanded sidebar competes with route-specific
navigation, especially company settings and plugin routes that bring
their own contextual sidebar.
> - A collapsible primary rail preserves global navigation while giving
contextual pages more horizontal room.
> - This pull request adds a persisted collapsed rail, hover/focus peek,
keyboard toggle, and a secondary sidebar takeover model for settings and
plugin `routeSidebar` surfaces.
> - The benefit is a denser board shell that keeps the app rail
available without replacing it when a route needs its own navigation.

## Linked Issues or Issue Description

Paperclip issue: PAP-10638 Create collapsible sidebar branch.

Related GitHub PR found during duplicate search: #3838
(`feat/collapsible-sidebar`) covers a similar sidebar area but is a
different head branch and implementation. This PR intentionally packages
the work from `PAP-10638-collapsable-sidebar` into one reviewable
branch.

Problem description:

The board shell needs a first-class collapsed sidebar mode. Contextual
surfaces such as company settings and plugin route sidebars should not
replace the global app sidebar; they should collapse the app sidebar to
a rail and render their contextual navigation beside it.

## What Changed

- Added desktop collapsed/sidebar-peek state to `SidebarContext`,
including persisted user pins, route collapse requests, and forced
collapse for secondary-sidebar routes.
- Replaced the old resizable sidebar pane with `SidebarShell`, which
supports a fixed 64px rail, persisted expanded width, keyboard/pointer
resizing, and hover/focus peek overlay behavior.
- Updated `Sidebar`, sidebar nav items, project/agent sections, badges,
and account/company menu presentation for expanded, collapsed, and
peeking states.
- Added `RequestCollapsedSidebar` and `SecondarySidebar` so routes and
plugin `routeSidebar` slots can request contextual sidebar layouts
without replacing the primary app sidebar.
- Wired company settings and plugin route sidebars into the
secondary-pane takeover model.
- Added focused Vitest coverage for sidebar state precedence, shell
sizing, nav item rail rendering, keyboard shortcuts, layout takeover
behavior, and route collapse requests.
- Updated plugin authoring docs/spec references for route sidebar
behavior.

## Verification

Targeted local verification passed:

```sh
NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/context/SidebarContext.test.tsx ui/src/components/SidebarShell.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/RequestCollapsedSidebar.test.tsx ui/src/components/SidebarNavItem.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/KeyboardShortcutsCheatsheet.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx
```

Result: 10 test files passed, 88 tests passed.

Additional follow-up verification passed after review fixes:

```sh
NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/context/SidebarContext.test.tsx && pnpm --filter /ui typecheck
```

Result: 2 test files passed, 28 tests passed, and UI typecheck passed.

Latest PR-head remote checks: Paperclip PR workflow, Snyk, Socket, and
Greptile are green; commitperclip `review` is cancelled in its
security-gate step after filing a non-blocking neutral `security-review`
check.

Notes:

- A direct run without `NODE_ENV=test` loads React's production build in
this workspace, where `act` is unavailable; the command above matches
the repo stable runner's test environment.
- I did not run Playwright/browser e2e or full workspace build/typecheck
in this PR-creation heartbeat.
- QA screenshots are attached in
https://github.com/paperclipai/paperclip/pull/7824#issuecomment-4661968387
for expanded, collapsed rail, hover peek, and settings secondary-sidebar
states.

## Risks

- Medium UI layout risk: this changes the board shell and primary
sidebar composition across many routes.
- Local storage migration risk is low: new collapsed state uses a new
key and existing width storage remains scoped to the sidebar width.
- Plugin route risk: plugin `routeSidebar` slots now render as secondary
panes on desktop, so plugin authors should confirm their route sidebar
content fits a 240px contextual pane.
- Mobile risk appears low because mobile keeps the drawer model and
gates collapsed/peek behavior to desktop.

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

## Model Used

OpenAI Codex coding agent based on GPT-5, with local shell/git/GitHub
CLI tool use. Exact service-side model identifier and context window
were 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-09 13:25:17 -05:00
DottaandPaperclip 76c88e5855 [codex] Move instance settings under company settings (#7680)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators manage both company-scoped configuration and
instance-level runtime/admin settings from the board UI
> - Instance settings previously lived as their own top-level sidebar
area, separate from the company settings context operators already use
> - That split made settings navigation feel heavier and made instance
configuration less discoverable from the settings tab
> - This pull request moves instance settings under company settings
while preserving the existing instance settings routes and plugin/admin
surfaces
> - The benefit is a smaller primary sidebar and a more coherent
settings hierarchy for operators

## Linked Issues or Issue Description

- Refs #338
- Internal: PAP-10491, PAP-10538

## What Changed

- Moved instance settings navigation under the company settings area.
- Added route helpers and sidebar entries for nested instance settings
paths.
- Updated plugin/admin settings routes to use the company settings
instance scope.
- Preserved legacy instance-settings bookmarks through compatibility
redirects that keep the active company prefix.
- Updated focused UI and plugin tests for the new navigation shape.
- Stabilized the process-loss retry test that was failing the serialized
server shard in CI.
- Rebased the branch onto current `paperclipai/paperclip` `master` and
pushed the current head.

## Verification

- `pnpm exec vitest run
ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx
ui/src/lib/instance-settings.test.ts
ui/src/components/InstanceSidebar.test.tsx
ui/src/components/Layout.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts
packages/shared/src/validators/plugin.test.ts`
- `pnpm exec vitest run ui/src/lib/instance-settings.test.ts
ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx
ui/src/components/Layout.test.tsx ui/src/plugins/bridge.test.ts`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues
exactly one retry when the recorded local pid is dead"`
- `pnpm test:run:serialized -- --shard-index 0 --shard-count 4`
- GitHub PR checks are green on head
`fe7b0955169dcae55cbe10889c1876a70ab0b80c`, including `verify`, `General
tests (server)`, all serialized server shards, build, e2e, policy,
security checks, and Greptile.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.

## Risks

- Medium UI/navigation risk: instance settings links are intentionally
moving under company settings, so stale external bookmarks to legacy
paths rely on the compatibility routing in this branch.
- Low test-only risk from the CI stabilization commit: it makes the
recovery assertion select the actual retry run by `retryOfRunId` instead
of whichever non-original run appears first.
- No database migrations.
- No dependency lockfile or workflow 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 coding agent based on GPT-5, with shell/tool execution in
a local repository worktree. Exact context window was not exposed by the
runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [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
- [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>
2026-06-07 17:23:53 -05:00
Dotta 2d1b531a49 [codex] Add clear-error agent action (#7695)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work.
> - Agent runtime state is surfaced in both the server API and the board
UI so operators can tell whether an agent is idle, running, paused, or
in error.
> - When an agent is already in `error`, the existing pause/resume
action slot is not useful because there is no running work to pause.
> - Operators need a direct, audited recovery path that clears the stale
error state only for agents in the same company.
> - This pull request adds a company-scoped clear-error mutation,
exposes the shared API contract, and wires the board action cluster to
show Clear error in the pause/resume slot for errored agents.
> - The benefit is that operators can recover CEO/CTO-style errored
agents without resorting to database edits or unrelated session reset
actions.

## Linked Issues or Issue Description

Refs #4021

Paperclip issue: PAP-10515 — right now the CEO and CTO agents are in
error state, but there is no way to clear the error; they appear
otherwise fine.

## What Changed

- Added shared constants, API path, and agent status type support for a
company-scoped clear-error action.
- Added the server service and route to clear an agent from `error` back
to `idle`, with company access enforcement and activity logging.
- Added OpenAPI/docs coverage for the clear-error endpoint.
- Added backend coverage for service behavior and cross-tenant
authorization.
- Updated the board agent action cluster to show a red-tinted Clear
error button only when `agent.status === "error"`.
- Updated agent properties to show a red active last-error indicator
only while the agent is currently errored.
- Added UI component tests for the error-state action and the non-error
pause/resume behavior.

## Verification

Local:

- `pnpm exec vitest run
server/src/__tests__/agents-service-clear-error.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
ui/src/components/AgentActionButtons.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts`

PR checks:

- Main Paperclip workflow is green on
`a7378e584d50594e7bd507a1a02985bfaaa5abf8`.
- Greptile is 5/5 with no files requiring special attention and no new
comments on the latest review.
- `commitperclip PR Review` is still red because its security-gate step
canceled after filing a draft advisory; the linked `security-review`
check is neutral and says the draft advisory is not a merge block.

Visual artifact:

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

## Risks

Low to medium risk. The mutation is intentionally narrow, but reviewers
should check that clearing `lastError`/`lastRunError` and returning to
`idle` is the desired recovery semantics for every adapter state. The
remaining red check is from the external commitperclip security-review
workflow, not from the code/test workflow for this PR.

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

## Model Used

OpenAI Codex, GPT-5-family coding model, tool-assisted with local shell,
git, GitHub CLI, and targeted Vitest execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-07 10:33:29 -05:00
DottaandPaperclip 71a8464fee [codex] prevent invalid agents from receiving assignments and runs (#7663)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane owns agent lifecycle, issue assignment, routine
dispatch, heartbeat wakeups, and recovery paths
> - Terminated, paused, pending-approval, or otherwise invalid agents
should not receive new work or new execution attempts
> - The old behavior left eligibility checks spread across routes and
services, so assignment and run paths could drift apart
> - This pull request centralizes agent lifecycle eligibility and
applies it consistently to assignment, invocation, routines, recovery,
and UI affordances
> - The benefit is safer autonomy: terminated agents stay paused,
invalid org-chain agents are surfaced, and active agents keep receiving
valid work

## Linked Issues or Issue Description

Refs #5103
Related: #1864

Bug fix context:
- What happened: agent assignment and heartbeat/run paths did not share
one eligibility contract, so invalid lifecycle states could still be
considered in some paths.
- Expected behavior: terminated agents must never receive new
assignments or heartbeat runs, and paused or otherwise invalid agents
should be treated as non-invokable consistently.
- Steps to reproduce: create or select an agent in an invalid lifecycle
state, then attempt assignment, routine dispatch, or heartbeat/recovery
wake paths.
- Paperclip version/commit: fixed on top of `paperclipai/paperclip`
`master` at the PR base.
- Deployment mode: applies to the server control plane in local and
authenticated deployments.

## What Changed

- Added shared agent lifecycle eligibility helpers and exported the
related shared types.
- Centralized server-side assignability and invokability checks for
issue assignment, agent routes, heartbeat dispatch, routines, recovery,
and liveness logic.
- Hardened issue assignment so invalid assignees are rejected instead of
queued for work.
- Hardened heartbeat/routine/recovery paths so terminated and otherwise
invalid agents are not woken for new runs.
- Updated board UI affordances to disable invalid agent actions and
surface org-chain warnings where relevant.
- Added targeted shared, server, and UI tests for the new eligibility
behavior.

## Verification

- `pnpm exec vitest run packages/shared/src/agent-eligibility.test.ts
server/src/__tests__/agent-invokability.test.ts
server/src/__tests__/heartbeat-archived-company-guard.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/lib/company-members.test.ts ui/src/pages/Agents.test.tsx` — 8
files, 144 tests passed.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck` — passed.
- Checked the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Checked `ROADMAP.md`; this is a targeted control-plane safety fix and
does not duplicate a planned core feature.
- Searched GitHub for duplicate or related PRs/issues; closest related
items are linked above.
- CI and Greptile verification are pending on the opened PR and will be
followed up before requesting merge.

## Risks

Low to moderate risk. The intended behavioral shift is that invalid
agents are refused earlier and more consistently, which could expose
existing data with paused, pending, terminated, or broken org-chain
assignees. The added tests cover the critical assignment, heartbeat,
routine, recovery, shared helper, and UI paths. No database migrations
are included.

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

## Model Used

OpenAI GPT-5 Codex via the Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use. Reasoning mode and context window are
managed by the adapter runtime and not exposed in this environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 12:45:57 -05:00
DottaandPaperclip d8e1004551 PAP-10440: group artifacts by task stacks (#7654)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The artifacts surface is where board users inspect files, media, and
documents produced by agents.
> - Grouped artifact stacks make that surface easier to scan by task,
but the first pass still made grouping feel secondary to media filters.
> - The follow-up request was to make grouping the default and give the
grouping control the same icon-only outline treatment used on the issues
page.
> - This pull request keeps the existing artifact grouping API/UI, then
polishes the artifacts toolbar state and Storybook review coverage.
> - The benefit is that `/artifacts` now opens in the task-stack view by
default while preserving explicit flat-mode filtering via
`groupBy=none`.

## Linked Issues or Issue Description

No public GitHub issue exists for this internal Paperclip task.

### Subsystem affected

ui/ — React + Vite board UI.

### Problem or motivation

The `/artifacts` grouping affordance was visually placed after the media
filters, rendered as a text button, and defaulted to a flat artifact
list. Internal follow-up `PAP-10465` requested the grouping icon move
left of the filters, become an icon-only outlined button like `/issues`,
and make Task grouping the default.

### Proposed solution

Default `/artifacts` to grouped Task stacks, keep explicit flat mode
available as `groupBy=none`, move the grouping control before the media
chips, and restyle it as the shared icon-only outline button pattern.

### Alternatives considered

Leaving flat mode as the implicit default was rejected because it does
not satisfy the follow-up. Keeping a text label on the grouping trigger
was rejected because `/issues` already established the icon-only outline
pattern for this class of toolbar control.

### Roadmap alignment

This aligns with the `Artifacts & Work Products` roadmap item by making
generated outputs easier to inspect and operate from the board UI.

## What Changed

- Defaulted the `/artifacts` page to `groupBy=task` when no grouping URL
param is present, while keeping explicit flat mode available with
`groupBy=none`.
- Moved the group control before the media filter chips and changed it
to an icon-only outlined button using the shared `Button` pattern.
- Updated artifact page tests to cover default Task grouping, explicit
flat mode, trigger ordering, and icon-only outline metadata.
- Updated the artifact Storybook story so its toolbar mock matches the
production ordering and grouped Task is documented as the default mode.

## Verification

- `pnpm exec vitest run ui/src/pages/Artifacts.test.tsx
ui/src/components/artifacts/ArtifactGroupCard.test.tsx` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check` — passed.
- QA visual validation from internal follow-up PAP-10466 passed
desktop/mobile scenarios. Screenshot evidence attached there:
- Desktop default:
http://paperclip-dev:3100/api/attachments/bc81305d-f5de-485c-abeb-9e7c3d9d8539/content
- Desktop toolbar close-up:
http://paperclip-dev:3100/api/attachments/3375a62b-2110-48f3-bafa-ea98c00f99f7/content
- Mobile default:
http://paperclip-dev:3100/api/attachments/bfc5642e-9248-431e-9bac-36284dec1c89/content
- Mobile toolbar close-up:
http://paperclip-dev:3100/api/attachments/ca79401a-5ba8-464d-bc6e-aeffd47fe695/content
- GitHub PR checks on head `431964c8b` — passed, including Greptile 5/5.

## Risks

Low to medium risk. The main behavior shift is intentional: `/artifacts`
now queries grouped Task stacks by default. Existing flat mode remains
available through the grouping menu and explicit `groupBy=none` URLs.

## Model Used

OpenAI Codex, GPT-5.4 class coding model in this Paperclip heartbeat
environment, with shell, git, test, and GitHub CLI tool use. Context
window managed by the Codex 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 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>
2026-06-06 10:22:47 -05:00
2e74d32871 PAP-10430: split Issue-to-Task copy migration (#7651)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the operator surface where users create, assign,
monitor, and review work items.
> - The product language is moving toward "tasks" for user-facing work
items while the internal API and database still use "issues".
> - PR #7543 bundled this copy migration with broader
information-architecture work, which made the branch too large for
Greptile review.
> - This pull request peels the Issue-to-Task copy migration into a
smaller, independently reviewable change.
> - The benefit is clearer user-facing terminology, less agent confusion
via the Paperclip skill note, and a smaller PR that Greptile can review.

## Linked Issues or Issue Description

Refs #7645
Refs #7543
Refs PAP-10430

This PR was split out of #7543 so the Issue-to-Task copy migration can
be reviewed separately and the remaining IA PR can fall under Greptile's
file limit.

## What Changed

- Preserves Scott Tong's original `PAP-57` copy-only commit, with author
and co-author credit intact, to rename user-facing "Issues" copy to
"Tasks" across the UI while keeping routes/API/internal symbols as
`issue`.
- Updates onboarding and release-smoke browser selectors from `Create &
Open Issue` to `Create & Open Task`.
- Adds a terminology note to `skills/paperclip/SKILL.md` clarifying that
task and issue refer to the same Paperclip work item.
- Resolves the only cherry-pick conflict by keeping current search
artifacts support and changing visible search copy to "tasks".

## Verification

- `pnpm --filter @paperclipai/ui build` passed.
- `NODE_ENV=test pnpm exec vitest run
ui/src/components/IssuesList.test.tsx ui/src/components/Sidebar.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/pages/IssueDetail.test.tsx` passed: 4 files, 66 tests.
- `git diff --check origin/master...HEAD` passed.
- Diff is 80 files, below Greptile's 100-file limit.
- Before/after UI copy examples: "Issues" -> "Tasks", "New Issue" ->
"New Task", "Create & Open Issue" -> "Create & Open Task".

## Risks

- Medium copy-risk: this intentionally changes user-facing terminology
broadly while keeping internal issue identifiers and routes unchanged.
- Some docs and APIs still say `issue`; the skill note clarifies this so
agents do not treat task and issue as separate entities.
- Browser-level visual validation is expected from CI because this local
container is missing usable browser dependencies.

> 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

Scott Tong authored the original `PAP-57` copy migration, assisted by
Claude Opus 4.8 and Paperclip agents per the preserved commit metadata.
Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository
access performed the PR split, conflict resolution, skill note, and
verification.

## 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: scotttong <scott.tong@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 10:10:01 -05:00
DottaandPaperclip 7428fb956f [codex] Guard git-sensitive adapter workspaces (#7644)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The affected subsystem is the heartbeat execution path that turns
issue assignment into adapter-backed work in a selected workspace.
> - PAP-10409 and sibling follow-ups failed before useful adapter output
because project/workspace identity became incoherent.
> - A project-workspace-linked child issue could keep
`projectWorkspaceId` / execution workspace state while losing
`projectId`, then a git-sensitive local adapter could fall through
toward an invalid fallback cwd.
> - Paperclip needs to treat coherent workspace identity as part of the
live-path contract, not only as post-failure cleanup.
> - This pull request documents that rule, repairs issue inheritance,
and blocks git-sensitive adapter launch before it can run from the wrong
cwd.
> - The benefit is a bounded recovery path: affected issues are repaired
explicitly, future malformed workspaces fail fast with a clear recovery
action, and the UI surfaces that reason.

## Linked Issues or Issue Description

Refs #7646

Bug report fields:

- Summary: adapter-backed follow-up issues can fail before doing work
when issue creation/inheritance preserves workspace ids but drops
project identity.
- Affected issues: internal Paperclip issues PAP-10408 through
PAP-10412, especially PAP-10409.
- Steps to reproduce: create a project-scoped parent/follow-up tree
where a child issue keeps `projectWorkspaceId` or an inherited execution
workspace but has `projectId: null`, then launch a git-sensitive local
adapter such as `codex_local`.
- Expected behavior: Paperclip derives or preserves coherent project
identity during issue creation, and heartbeat refuses malformed
git-sensitive workspace launches with one clear recovery action.
- Actual behavior before this PR: the run could reach adapter bootstrap
with an incoherent workspace context and fail with git errors such as
`fatal: not a git repository (or any parent up to mount point /srv)`.
- Root cause: child/follow-up issue inheritance preserved workspace
execution context without coherent project context. That let heartbeat
workspace resolution/adapter launch reach a fallback cwd instead of
refusing the malformed workspace state up front.

## What Changed

- Documented the adapter workspace-coherence live-path precondition in
`doc/execution-semantics.md`.
- Updated issue creation/inheritance so workspace-inheriting issues
preserve or derive project identity, while existing mismatch validation
still rejects incoherent project/workspace combinations.
- Added a heartbeat preflight guard for git-sensitive local adapters
that validates effective cwd, persisted workspace identity, project
workspace identity, and required git metadata before launch.
- Added `workspace_validation` recovery actions for this failure class
and ensured the source issue gets a visible, idempotent recovery
comment.
- Surfaced workspace-validation recovery state in issue rows, blocked
notices, and recovery action cards, including the manual-repair wake
policy label.
- Added focused regression coverage for issue inheritance, all heartbeat
workspace-validation guard branches, recovery display helpers, and UI
recovery components.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-session.test.ts`
  - Result: 1 test file passed, 68 tests passed.
- `pnpm exec vitest run
ui/src/components/IssueRecoveryActionCard.test.tsx`
  - Result: 1 test file passed, 12 tests passed.
- `pnpm exec vitest run ui/src/components/IssueBlockedNotice.test.tsx
ui/src/components/IssueRecoveryActionCard.test.tsx`
  - Result: 2 test files passed, 18 tests passed.
- `pnpm --filter @paperclipai/ui typecheck`
  - Result: passed.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-plugin-environment.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
ui/src/components/IssueBlockedNotice.test.tsx
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/lib/recovery-display.test.ts`
- Result: 7 test files passed, 200 tests passed before the final
guard-branch additions; the changed server file was re-run above.
- UI coverage: `ui/storybook/stories/source-issue-recovery.stories.tsx`
contains rendered scenarios for the generic recovery chip,
workspace-validation recovery chip, blocked notice indicator, recovery
action card, and issue-row chip.
- Screenshot capture attempt: Storybook started successfully on
`http://127.0.0.1:6016/`, but screenshots could not be captured in this
runner because `agent-browser` launched an unusable Chrome binary and
Playwright Chromium failed on missing system library `libatk-1.0.so.0`;
the runner is non-root and lacks passwordless sudo for installing
browser dependencies.
- Hosted CI on final commit `969594e7` is green, including `verify`,
`Build`, `Typecheck + Release Registry`, `General tests (server)`,
workspace suites, serialized server suites, `Canary Dry Run`, and `e2e`.
- Roadmap checked: no duplicate roadmap item; this is a tightly scoped
reliability fix for existing heartbeat/workspace behavior.
- Duplicate PR search checked: no open PR matched `workspace coherence
adapter cwd`.

## Risks

- Medium risk: heartbeat launch is stricter for git-sensitive local
adapters and can now block malformed workspace states before adapter
execution.
- Mitigation: the guard is limited to local git-sensitive adapters and
records a source-scoped recovery action with structured evidence instead
of retrying indefinitely.
- Compatibility: valid project/workspace execution paths continue
normally; explicit project/workspace mismatches remain rejected.

> 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 `codex_local` coding agent with terminal/tool
use. Work was produced through Paperclip issue execution with focused
local test runs.

## 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
- [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>
2026-06-06 09:39:26 -05:00
eaef47f4c7 Information Architecture + project/agent visual refresh (experimental) (#7543)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the control surface for issues, projects, agents,
goals, workspaces, and operator settings.
> - The existing navigation and list surfaces make several
high-frequency workflows feel harder to scan than they should,
especially around projects and agents.
> - The product direction is to improve those surfaces without breaking
the existing route model or forcing a new IA on every operator at once.
> - This pull request now keeps the dependent IA, project identity, and
agent-list visual refresh work together while the Issue-to-Task copy
migration is split into #7651.
> - The benefit is a clearer left nav, better project identity, denser
agent/project list rows, and brand-aligned status treatment while
preserving the classic default experience behind a flag.

## Linked Issues or Issue Description

Refs #7645
Refs #7651

Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59,
PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76,
PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89.

## What Changed

- Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates
sidebar presentation so classic navigation remains the default.
- Adds project icon persistence, validation, portability, picker UI, and
`ProjectTile` rendering while defaulting new projects to neutral gray.
- Adds projects-list task-count and budget summary data with focused
server/shared/UI coverage.
- Refreshes agent list rows, row actions, active/recent sidebar
behavior, and status capsule/chip styling for the approved brand state
system.
- Removes the placeholder Conference room and Artifacts nav/routes from
the finalized experimental nav direction.
- Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from
this PR diff; the copy migration now lives in #7651.

## Verification

- Existing branch verification from the authored commits: UI typecheck,
targeted unit tests, and light/dark visual checks for `/agents`, agent
detail, and design-guide status states.
- Maintainer cleanup verification on `75e34e5`: `git diff --check
origin/master...HEAD` passed, the `design/` diff is empty, and the PR
diff is 61 files, below Greptile's 100-file review limit.
- `pnpm --filter @paperclipai/ui build` passed.
- `NODE_ENV=test pnpm exec vitest run
ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests.
- CI and Greptile should rerun on the latest push.

## Risks

- Broad UI surface area: the experimental flag keeps the classic nav
default, but changed shared components such as `EntityRow`,
`ProjectTile`, and agent status badges could affect multiple pages.
- Database migration: `projects.icon` is additive and nullable, but
migration ordering and portability import/export must stay aligned.
- The Issue-to-Task copy migration is now separated into #7651, so
reviewers should evaluate this PR as IA/project/agent presentation work
only.
- Visual regressions are possible across smaller widths because the PR
intentionally changes dense list-row layouts.

## Model Used

Claude Opus 4.8 assisted the original feature commits.
Paperclip-Paperclip agents assisted some planning/design commits. Codex
/ GPT-5-class coding agent with shell, GitHub CLI, and repository access
performed this PR-readiness cleanup and split.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-06-06 09:17:27 -05:00
DottaandPaperclip 4d5322c821 [codex] Add checkbox confirmation issue interactions (#7649)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is coordinated through issues, comments, interactions,
and approval-style handoffs.
> - Existing issue-thread interactions could ask questions, suggest
tasks, and request confirmation, but they did not support a structured
checkbox confirmation payload for choosing one or more options.
> - That gap made board/user confirmations harder to validate
consistently across API callers, plugin helpers, CLI tooling, and the
UI.
> - This pull request adds the shared checkbox confirmation contract,
server handling, client helpers, and issue-thread UI needed to render
and submit structured selections.
> - The benefit is that agents can request bounded multi-select
confirmations in the same audited issue-thread flow as other Paperclip
interactions.

## Linked Issues or Issue Description

- No public GitHub issue found for this exact branch. Internal Paperclip
issue: PAP-10415 / PAP-10441 requested creating this PR for the checkbox
confirmation issue-thread UI component work.
- GitHub duplicate search performed for checkbox confirmation /
issue-thread interaction PRs; no matching open PR was found.
- Related issue search result `#7497` was unrelated company file cleanup
work, so it is not linked as a related issue.

## What Changed

- Added shared types, validators, constants, and tests for
`request_checkbox_confirmation` interactions.
- Extended server issue-thread interaction service and routes for
checkbox confirmation creation, validation, expiration, and response
handling.
- Added CLI, MCP, and plugin SDK helper coverage so external callers can
create the new interaction shape consistently.
- Updated the issue-thread interaction UI to render checkbox
confirmations with min/max bounds, selection summaries, stale-target
states, and accept/decline flows.
- Documented the checkbox confirmation interaction contract in the
Paperclip skill/API reference.

## Verification

- Rebased cleanly on `paperclipai/paperclip` `master` fetched into
`public-gh/master` at `a4fa0eaf5`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Ran focused tests with `NODE_ENV=test`:

```sh
NODE_ENV=test pnpm run preflight:workspace-links
NODE_ENV=test pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/lib/issue-thread-interactions.test.ts cli/src/__tests__/issue-subresources.test.ts cli/src/__tests__/project-goal.test.ts packages/mcp-server/src/tools.test.ts packages/plugins/sdk/tests/testing-actions.test.ts
```

Result: 8 test files passed, 78 tests passed.
- CI on latest head `63b9e55` is green.
- Greptile Review passed on latest head; GraphQL review-thread check
shows all Greptile threads resolved.

## Risks

- Medium surface area because the interaction contract touches shared
validators, server routes/services, UI rendering, CLI, MCP, plugin SDK
helpers, and docs.
- No database migrations are included.
- `pnpm-lock.yaml` is intentionally excluded per repository lockfile
policy.
- UI screenshots are not attached because the task explicitly requested
not to add design screenshots or images unless they were part of the
work; component tests cover the new rendering and interaction states.

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

## Model Used

- OpenAI Codex coding agent based on GPT-5, with repository file access,
shell command execution, git/GitHub CLI tooling, and Paperclip
control-plane API access. Exact hosted model ID/context-window metadata
is not exposed inside 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] 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>
2026-06-06 08:48:43 -05:00
DottaandPaperclip 4693d770aa Add company artifacts page (#7621)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators need a way to inspect files and work products created by
agents across a company without opening each issue one by one.
> - The existing issue detail surfaces already show attachments and
outputs, but there was no company-level artifacts index or search-result
affordance for artifact-like records.
> - The backend needed a company-scoped artifacts projection API that
preserves issue/run attribution and safe links back to source records.
> - The UI needed a first-class Artifacts page, sidebar entry, reusable
artifact cards, and deep-link handling that keeps company prefixes
intact.
> - This pull request adds the company artifacts API and page, then
wires artifacts into search and issue output surfaces.
> - The benefit is a single place to browse, filter, and open generated
work products and attachments while preserving company boundaries.

## Linked Issues or Issue Description

Fixes #7622.

Feature request fields:

- Problem/motivation: company operators need a consolidated artifacts
surface for attachments and work products produced by agents.
- Proposed solution: add a company-scoped artifacts projection endpoint,
a board Artifacts route, reusable cards, sidebar navigation, and
artifact search integration.
- Alternatives considered: keep artifact discovery only on individual
issue pages; that forces operators to know the source issue before
finding generated outputs.
- Roadmap alignment: checked `ROADMAP.md`; this is a focused board
UI/API improvement and does not duplicate a listed roadmap item.

## What Changed

- Added shared artifact types and validators.
- Added a company-scoped artifact projection service/API with tests for
attachment/work-product attribution.
- Added Artifacts board UI route, API client, sidebar link, cards,
filters, and storybook coverage.
- Added artifact result handling to company search and issue
output/deep-link flows.
- Rebased the branch onto the latest `public-gh/master` state and
resolved the route-test conflict by preserving both upstream
team-catalog coverage and artifact route coverage.
- Fixed a local Sidebar test helper so it no longer depends on a
runtime-undefined `React.act` export in this dependency install.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/artifacts/ArtifactCard.test.tsx src/api/artifacts.test.ts
src/lib/company-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Artifacts.test.tsx src/pages/Search.test.tsx
src/components/Sidebar.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/company-artifacts-service.test.ts
server/src/__tests__/company-search-service.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows/*`.
- Duplicate search: no open PRs or issues found for `artifact page
ArtifactCard` in `paperclipai/paperclip`.

Screenshots are intentionally omitted per the internal task instruction
not to add design screenshots or images to this PR unless they are
specifically part of the work. I also attempted browser capture in this
runner, but `agent-browser` failed to launch Chrome and Playwright
Chromium is missing `libatk-1.0.so.0`.

## Risks

- Low-to-medium risk: this adds a new API projection and UI surface, so
attribution/link regressions could affect artifact navigation.
- Company scoping is covered in the new service/API tests.
- No database migrations are included.
- No lockfile or workflow changes are included.

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

## Model Used

OpenAI Codex, GPT-5 coding agent with tool use and local command
execution. Exact hosted model identifier is not exposed in this runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (intentionally omitted per task instruction; browser capture
unavailable in this runner)
- [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>
2026-06-05 18:11:05 -05:00
DottaandPaperclip dbebf30c89 Add low-trust review containment (#7530)
## Thinking Path

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

Fixes #7531.

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-05 16:48:02 -05:00
DottaandPaperclip b2a33d0184 [codex] Filter document artifacts from issue outputs (#7608)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue detail pages promote certain artifact work products into the
dedicated Output surface while also listing raw attachments below
> - Document-like artifacts such as plan markdown can currently be
promoted like binary outputs, which makes the same work product story
look like both an output and a document/attachment
> - The output surface should stay focused on inspectable generated
media, archives, PDFs, WebAssembly, SVG/images, and true binary
deliverables while document-like artifacts remain in the document or
attachment flow
> - This pull request filters document-like artifact metadata out of the
Output section and avoids duplicating the attachments that back promoted
outputs
> - The benefit is a cleaner issue detail page where plans and markdown
reports do not appear as binary outputs, while real output files still
get highlighted

## Linked Issues or Issue Description

Fixes #7609
Refs PAP-10354
Refs PAP-10369

## What Changed

- Added output MIME-type normalization and eligibility checks for issue
artifact work products.
- Filtered markdown, text, JSON, XML, CSV, YAML, source-like files, and
generic binary artifacts with document-like filenames out of promoted
issue outputs.
- Kept video, image including SVG, PDF, ZIP, WebAssembly, and true
binary artifacts eligible for the Output section.
- Hid attachments that back promoted outputs while leaving filtered
document-like artifact attachments visible.
- Preserved the full image attachment set for chat image gallery lookup
even when promoted image outputs are hidden from the attachment list.
- Added focused tests for output eligibility, glyph labeling, output
promotion, attachment filtering, gallery image preservation, and the
output section render behavior.

## Verification

- `pnpm vitest run ui/src/lib/issue-output.test.ts
ui/src/pages/IssueDetail.test.tsx
ui/src/components/issue-output/IssueOutputSection.test.tsx`
- GitHub PR checks are green on
`7d1b80f9702f20ab86cc502bffce599b13f1b088`.
- Greptile confidence score is 5/5 and both Greptile review threads are
resolved.

## Risks

- Low risk. The change only affects UI classification of Paperclip
artifact work products. The main behavioral risk is an uncommon
text-like generated artifact no longer appearing in the Output section;
it remains available through the normal attachment/document surfaces.

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

## Model Used

OpenAI GPT-5 Codex via Paperclip CodexCoder, with repository tool use
and local command execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [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>
2026-06-05 14:40:20 -05:00
fff3832a01 [codex] Add teams catalog extraction (#7550)
Fixes #7551

## Thinking Path

> - Paperclip is the control plane for AI-agent companies, and reusable
company/team setup is part of making those companies faster to launch.
> - The teams catalog work introduces app-shipped team templates that
can be browsed, previewed, and installed into a company.
> - Catalog installation crosses several contracts: bundled package
contents, shared API types, server import/install behavior, CLI
workflows, and the board UI.
> - Agents also need a safe path through catalog installs: scoped
company selection, explicit source policy, approval fallback for agent
creation, and preserved catalog provenance.
> - This pull request extracts the completed teams catalog branch into
one reviewable PR on top of `public-gh/master`.
> - The benefit is a reusable teams catalog foundation with server, CLI,
package, docs, and hidden UI surfaces kept in sync.

## What Changed

- Added the `@paperclipai/teams-catalog` package with bundled/optional
team definitions, generated manifest, validators, catalog builder tests,
and migration notes.
- Added shared teams catalog types/validators plus server routes and
services for listing, previewing, and installing catalog teams.
- Integrated catalog install with company portability, skill/source
policy checks, provenance metadata, origin hashes, target-manager
reparenting, and installed/out-of-date detection.
- Added CLI `teams` commands and agent-safe company selection behavior,
including `company current` and approval fallback for forbidden
agent-run installs.
- Added hidden Team Catalog UI/API/query surfaces, Storybook fixtures,
and targeted UI tests while keeping the UI route out of primary
navigation.
- Added docs for CLI/company/teams catalog behavior and removed
generated screenshot artifacts from the PR diff.

## Verification

- `pnpm exec vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/teams.test.ts
packages/teams-catalog/src/catalog-builder.test.ts
packages/teams-catalog/src/shipped-catalog.test.ts
server/src/__tests__/agent-permissions-service.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/teams-catalog-routes.test.ts
server/src/__tests__/teams-catalog-service.test.ts
server/src/__tests__/teams-catalog-install-no-overrides.test.ts
ui/src/lib/company-routes.test.ts ui/src/pages/TeamCard.test.tsx
ui/src/pages/TeamCatalog.test.tsx
ui/src/pages/useInstallTeamCatalogEntry.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/teams-catalog typecheck && pnpm --filter paperclipai
typecheck && pnpm --filter @paperclipai/server typecheck && pnpm
--filter @paperclipai/ui typecheck`
- Confirmed branch is rebased onto `public-gh/master` (`78dc3625a`) and
`public-gh/master` is an ancestor of `HEAD`.
- Confirmed PR diff excludes `pnpm-lock.yaml`, `.github/workflows/*`,
generated screenshot images, and screenshot helper scripts.

## Risks

- Medium review surface: this crosses package generation, shared
contracts, server install behavior, CLI, docs, and hidden UI code.
- Catalog install behavior creates agents/projects/tasks/skills and must
keep company scoping, permissions, source policy, and provenance checks
strict.
- `pnpm-lock.yaml` is intentionally excluded per repo policy;
CI/default-branch automation owns lockfile refresh.
- The Team Catalog UI is included but hidden from primary navigation, so
future enablement should re-check visual QA before exposure.

> 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`.
>
> ROADMAP checked: this aligns with reusable companies/templates and
plugin-adjacent onboarding work. This PR packages work already developed
on the Paperclip task branch for review.

## Model Used

- OpenAI Codex, GPT-5 series coding agent in this Paperclip session;
exact runtime context window was not exposed. Used shell, git, `gh`, and
local test/typecheck tooling.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 12:55:49 -05:00
Dotta 3657854e5e Merge pull request #7554 from paperclipai/codex/pap-10343-comment-redaction
[codex] Redact deleted issue comments
2026-06-05 05:32:08 -10:00
DottaandPaperclip 5f481d50f1 Allow inline video attachment previews
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:28:07 +00:00
Dotta 4afe5ab7cb Add other answers to issue questions 2026-06-05 03:28:07 +00:00
Dotta d87b14ff4f test comment deletion cleanup regressions 2026-06-05 03:20:46 +00:00
Dotta 7f70759e61 Redact deleted issue comments 2026-06-05 03:20:46 +00:00