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DottaandPaperclip bd382eee53 fix(recovery): explain retained source verification failures (#17773)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Workspace recovery must prove the identity of retained work before
it uses an allocation.
> - The verifier rejects several different contracts with the same
`source_binding_invalid` code.
> - A saved Retry can therefore stop before file preservation without
enough evidence for a safe repair.
> - Operators need a bounded observation of the selected source without
another attempt or weaker guards.
> - This pull request records closed failure reasons and adds an
explicit read-only inspection on the run page.
> - The benefit is a precise next diagnostic step while the saved work,
intent, and ownership fences remain intact.

## Linked Issues or Issue Description

Refs: #17741, #17053. This is a diagnostic follow-up. It does not change
recovery admission or the retained-source acceptance policy.

**What happened?**

A retained-source recovery exhausted in `verify_execution` with only
`source_binding_invalid`. Run and task diagnostics could not distinguish
an invalid reference, lease policy, source binding, or reopened
allocation. The normal recovery-actions read can also revalidate
recovery state, so it was not a safe substitute for a current read-only
inspection.

**Expected behavior**

Record an allowlisted reason at the rejected guard. Allow a reader to
inspect one exact task/run/action without changing its attempts, saved
input, receipts, or ownership. Clearly separate the recorded failure
from current identity observations.

**Steps to reproduce**

1. Prepare a terminal native run with a retained-source action and a
lease policy of `reuse_by_environment`.
2. Attempt source verification. The guard must still reject that policy.
3. Open the failed run and choose Inspect recovery, then Inspect current
source. The diagnostic should name `lease_policy_not_retained` and the
allowlisted policy.

## What Changed

- Split existing source-binding guards into closed reason codes. Keep
each acceptance predicate and physical recovery action unchanged.
- Persist validated, path-free reason/policy detail with future system
recovery failures. Keep historical generic records compatible.
- Add an explicit query on the existing task recovery-actions GET. Exact
company/task/run/action selection bypasses read revalidation. Run
selection lists at most 20 actions; inspection stops before per-lease
lookup when a record has more than eight sources.
- Add a manual inspection control on native export-failure run pages.
Keep resolved retained actions inspectable. Show recorded failure and
current recorded-source identity separately.
- Update execution semantics and feature/access recipes. The shared type
is the normalized server/UI contract; it contains no provider payload or
secret.

## Verification

- RED: the prior verifier failed both reason assertions for rejected
warm policy and foreign-run lease binding. GREEN: the final focused
source/HTTP, system-state, and UI suites pass 23 tests. The UI follow-up
passes 8 tests after the review fixes.
- HTTP tests prove exact selection, cross-company denial,
resolved-action access, reused-allocation rejection, redaction, and
unchanged actions, runs, leases, tasks, wakeup receipts, workspace
operations, and activity. A nine-source case proves bounded inspection
while the existing worker verifier still accepts all nine valid sources.
- Review follow-up: show allowlisted saved detail beside a changed
current observation, preserve all listed actions, and follow
exact-action selection in verified/limited/error tests. The prior
component fails the saved/current drift regression in an in-memory RED
control; the current component passes. UI typecheck/build pass again.
- `pnpm -r typecheck` and `pnpm build` pass. Token gates, maps, module
boundaries, and `git diff --check` pass.
- Rebased onto master `46de15ff4b` without conflicts. Range-diff proves
both diagnostic commits are unchanged. On new head
`a7e2bc87fcea75e76b6b736304d1287257f71174`, all 23 focused tests, full
typecheck/build, token gates, maps, and module checks pass again. Both
fresh reviews are 5/5 with zero unresolved threads. Final exact-head
GitHub status is CLEAN: 55 success, 2 skipped, 1 neutral, no pending
checks or failures. The [ci / verify
aggregate](https://github.com/paperclipai/paperclip/actions/runs/40387002325/job/121802415824)
passed in eight seconds. All test/build/typecheck/E2E lanes passed.
- Existing full workspace recovery suite: 56/56 pass (103.5 seconds)
before the byte-equivalent rebase. `pnpm test:run` hit repeated embedded
PostgreSQL initialization failure before database-suite assertions and
was stopped. No full local suite pass is claimed. The owned external
`_test` database provided the focused HTTP/source verification. The
prior browser attempt also stalled at Network.enable before its click;
that attempt did not establish browser acceptance.
- Current-head local browser acceptance passes through the actual run
page: Inspect recovery lists the exact action, Inspect current source
shows recorded generic failure separately from the current rejected
policy, and reload resets inspection to the explicit control. Explicit
selection works again after reload. The app used isolated data, an empty
inherited environment, a paused synthetic agent, and no provider
credentials. Final state remains failed/exhausted with zero attempts,
zero wakeup receipts, zero workspace operations, and unchanged original
generic failure. The local app and temporary tab were stopped. This
proves the diagnostic journey, not the deployed source's actual lease
policy or its recovery.
- Final merge verification at
`a7e2bc87fcea75e76b6b736304d1287257f71174`: GitHub reports CLEAN and
mergeable. Both repository-required checks, `ci / verify` and `ci /
e2e`, pass, as does the exact-head Greptile check (5/5, zero unresolved
threads). The separate [Entire
trail](https://entire.com/gh/paperclipai/paperclip/trails/7) has no
recorded reviewer approval; no such approval is claimed. It is not a
configured GitHub merge gate.
- Initial local setup failures were distinct from product assertions:
localhost sandbox EPERM required scoped local access; a browser harness
import path was corrected. A test UUID type inference error and
historical native-export UI selection gap were corrected before the
green run. The live task remains blocked; this diagnostic does not claim
it recovered.

## Risks

- This change improves evidence. It does not prove provider termination,
local descriptor integrity, or successful file preservation, and it does
not repair the original source.
- Current inspection spans multiple database reads. It is an
observation, not a historical cause or execution authority. It performs
no provider/filesystem calls and starts no retry or executor.
- The optional persisted detail is backward compatible. Unknown values
and extra fields are excluded. Oversized source lists remain uninspected
through this explicit diagnostic path; physical recovery rules do not
change.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:21:28 -05:00
fengqing 05218571c3 fix(watchdogs): reject incomplete subtree scans (#15063)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task watchdogs verify stopped issue subtrees and restore valid work
paths.
> - A watchdog must read the full subtree before it can prove that all
paths stopped.
> - The current query stops after 100 levels and does not report omitted
children.
> - A running child beyond this limit can be absent from both review
dispatch and mutation checks.
> - This pull request reports an incomplete scan and blocks both
decisions.
> - Complete subtrees keep their current behavior and stop fingerprints.

## Linked Issues or Issue Description

Fixes: #15061

Related PRs: #11327 changes subtree loading but keeps the same depth
limit without a completeness result. #10331 changes mutation freshness
after watchdog writes. Neither patch covers this boundary. This patch
does not take code from those proposals.

## What Changed

- Keep the existing 100-level traversal limit.
- Check for an eligible child beyond the boundary in the same SQL
statement as the subtree read.
- Apply the same company, visibility, harness, and watchdog-origin
filters to this check.
- Return `incomplete` without a stop fingerprint when the scan omits
eligible children.
- Skip review dispatch and reject watchdog mutation revalidation for an
incomplete scan.
- Report incomplete scans through their own count and watched issue IDs.
Log each newly incomplete issue at startup or during periodic
reconciliation. Suppress unchanged results. Allow a new warning after
the issue recovers and becomes incomplete again.
- Add real PostgreSQL regressions for dispatch, a previously valid
mutation scope, the complete boundary leaf, and excluded children.
- Document the incomplete-scan behavior.

## Verification

- Base: `569c7203aa24b95440682983ce7940ba1d4247bd`. Head:
`06f68199656f979ef5eb4897851f0fbcbca592d3`.
- Before the fix, two real PostgreSQL regressions fail. The service
dispatches a review for a partial subtree. It also accepts a prior scope
after a running depth-100 child appears. The other 19 scheduler checks
pass.
- On the exact final head, `pnpm -r typecheck` and `pnpm build` pass on
isolated Ubuntu with Node 24.19.0, pnpm 9.15.4, and runner Rust 1.97.1.
- All 75 related tests pass. Run `pnpm --filter @paperclipai/server exec
vitest run src/__tests__/task-watchdogs-classifier.test.ts
src/__tests__/task-watchdogs-scheduler.test.ts
src/__tests__/server-startup-feedback-export.test.ts
src/__tests__/issue-watchdogs-routes.test.ts --maxWorkers=1`.
- Full `test:run` coverage passes across 29 logical groups: all official
stable-runner lanes plus supplemental service and script tests. The
selection covers all 900 server source test files without duplicate or
omitted selections. It also includes UI, CLI, and other workspace
projects.
- A separate validation tree applies both this PR and #15067 to upstream
`994d6edcdd4e15d5f9cc5cf8c135ac599104b86a` without conflicts. Type
checks, the build, and all 98 related tests across five files pass. Both
public PR heads remain unchanged.
- Four full server lanes required test-process environment corrections.
The host DNS search suffix resolved a `.invalid` fixture to an address.
Ancestor project authentication settings affected hire fixtures. The old
path-isolation tool also failed test imports with `EFAULT`. The exact
base has the same failures: 8 failed and 128 passed assertions without
isolation, then three failed imports with the old tool. All 136 checks
pass on both the base and this head with the corrected isolation. All
four original full lanes pass with the corrected tool, a resolver
without a search suffix, empty ancestor project settings, and the
standard Node path. No assertion or wait limit changed. The host
configuration remains unchanged.
- Earlier interrupted Ubuntu and Docker runs are retained and are not
counted as passes. This exact-head Ubuntu run passes the original chat,
port-conflict, and serialized lanes. The causes of the earlier host-loss
and timing failures are not fully established.
- The startup import regression in an earlier revision is fixed by a
diagnostics module with no database dependencies. All 21 startup checks
pass.
- Exact-head CI, including the added scans after marking the PR ready:
54 successful checks and 2 skipped checks. Greptile: 5/5, no outstanding
findings or follow-ups. Both review threads are resolved.
- The final audit rechecked issue authors, assignees, comments, 206 open
watchdog search results, root functions and fields, source history, and
related diffs. The latest upstream is
`994d6edcdd4e15d5f9cc5cf8c135ac599104b86a`. Its new patches do not cover
this root. No competing root repair was found within the audited scope.
The issue has no assignee or new comment.
- No model provider, production database, or user instance was used.
This verifies service behavior, not a full HTTP authorization bypass.

## Risks

- A subtree with eligible children beyond 100 levels now waits instead
of running a review. This is a deliberate safety boundary. It remains
blocked until the scan can include the full subtree.
- The boundary check adds a child-existence lookup to the existing
recursive query.
- No schema migration is required. Complete subtrees retain their
fingerprint format.
- This does not add unlimited traversal or close the separate race
between a subtree snapshot and later source mutations.
- The configuration lifecycle defect in #15060 is handled by separate PR
#15067. This branch does not include its schema or configuration
changes.

## Model Used

- OpenAI Codex, based on GPT-6, assisted with source analysis,
implementation, and test execution. The exact serving model ID and
context window are not exposed in this session. The agent used
reasoning, shell tools, GitHub CLI, and real PostgreSQL tests.

## 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
2026-10-26 20:53:47 -07:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists and inboxes are the main entry points to that work.
> - Cold opens fetch overlapping task lists, task descriptions, and run
details before useful rows settle.
> - Independent responses can insert rows above content that a person
has started to read.
> - This pull request loads a small task index first and adds details
only for visible rows.
> - It keeps row order and geometry stable while those details arrive.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cold opens of Tasks and Inbox, including the shared navigation badge.

**Subsystem affected**

Server list reads, shared response contracts, and the React UI.

**Current behavior**

The badge fetches full task bodies. Mine fetches several overlapping
lists. Historical diagnostics and row metadata add work before the first
useful list. A fast failed-run response can appear before task rows,
then move down when tasks arrive.

**Proposed behavior**

Load the selected inbox source and its required context together. Use an
index without task descriptions or recovery diagnostics. Fetch
diagnostic details for up to 50 visible rows. Keep skeletons, recovery
indicators, external status, and live metadata in fixed space.

**Reason and benefit**

Reduce work on a cold open and prevent loading-induced row movement. On
the same 100 local fixture tasks, the compact response was 262,441
decoded bytes and the index was 110,909 bytes. This comparison excludes
compression and is not a page latency benchmark.

**Breaking changes**

Existing full and compact responses remain available. New index/row
projections are opt-in and marked as partial data. Mine keeps its
existing most-recent-100 display limit, now selected on the server.
Existing filters and group preferences remain in the client. No database
migration.

**Additional context**

Refs: #17593. Related: #13095, #17428, #13803. This change addresses
collection overfetch and layout stability. It does not replace the
blocked-inbox query work or the database activity-index work.

## What Changed

- Add authorized index and row projections, with bounded task and parent
ID batches.
- Replace badge list downloads with unread IDs and aggregate counts.
Preserve actor privacy, dismissals, and local archive behavior.
- Load only the selected inbox source, plus bounded parent and
failed-run context. Return only relevant failures from the bounded run
window.
- Batch hierarchy reads, including at most one authorized child per
collapsed parent in one request. Collapsed markers do not consume the
expanded row budget, and partial descendant counts are not shown as
totals. Enrich visible rows without replacing membership, ordering,
titles, or read state.
- Reserve row geometry on desktop and mobile. Reveal the initial inbox
only after its sources settle. Preserve legacy task-list reads.
- Start collection module downloads during access checks. Keep partial
rows out of the task-detail cache.
- Keep ETags and concurrent request sharing for the new projections, but
skip the short server response TTL so archive undo sees fresh state.

## Verification

- On final head `ef6afb2a56`, the full CI workflow passed, including
build, typecheck, server/workspace/runner suites, and all eight browser
shards. A server shard reported **1,489 passing tests** before runner
shutdown canceled the job; its single infrastructure retry passed. Both
Greptile and Paperclip Review are **5/5**, with zero unresolved review
threads.
- The optional external **Entire Gates** check remains `unassessed`
because it has no active assessed Change for this comparison. Entire is
not set up in this checkout. The repository ruleset requires `ci /
verify` and `ci / e2e`; both passed. No gate configuration was changed.

- Passed workspace typecheck after the final API batching change. The
full production build also passed on the final commit; the exact-retry
E2E run built the shipped UI.
- Passed token gates and map validation. The final batch-preview pass
has 91 passing route/hierarchy/component tests, including privacy,
request bounds, 30 collapsed parents in one read, and a 120-child parent
alongside a sibling.
- Passed the 166-test focused UI/inbox/badge run, 47 additional UI
regression tests, and 34 issue-list route tests. The latest regressions
cover low-trust agent badge IDs, cold company selection, 30
description-only Mine matches with archive actions, retrying optional
row details, and collapsed/expanded siblings.
- The full local `pnpm test:run` spanned the rebase and reported
failures in five suites before it was stopped; it is not claimed as a
complete pass. A fresh serial rerun of all five suites passed
**452/452** tests (tool gateway, native resume, project repositories,
workspace recovery, and runner selection). Full current-commit coverage
is checked by CI.
- Real browser: delayed index and row-detail responses on Tasks and
Mine. The first placeholder and first row had the same origin and
44-pixel height. Twelve rows on each page had zero position, height, or
title-width change after recovery details arrived.
- Real browser: reviewed long titles and recovery status at a 390 by 844
viewport. Task text stays on one line and recovery uses a compact
indicator.
- Three fresh document loads per page on final commit `260893bf92`, with
HTTP cache retained on a warm local development server: Tasks
1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead
is included. These values must not be compared directly with staging
latency or the earlier local samples taken during a full test run.
- The browser archive test exposed stale results after Undo. The new
projections now bypass the server TTL; immediate-mutation regression
tests pass. The final browser retry passed: Archive followed by Undo
restored exactly one row and the badge count.

- CI exposed a hook-order crash when company selection resolved after
the first inbox render. The hook now runs before the empty-company
return. All seven affected exact-retry and legacy-continuation browser
scenarios pass locally after the fix.
- Real browser review regressions: 97 description-only source matches
retained Archive actions; deliberately failed optional row reads
displayed a retry notice while all 12 observed row positions and heights
stayed unchanged. Retry restored the recovery indicator. Network fault
injection was removed.

- The final production build and workspace typecheck passed. Final
focused verification passed 153 UI/helper tests and 26 heartbeat privacy
route tests. Final review regressions cover newer diagnostics arriving
during the index read, reloading diagnostics when the same task ID
changes version, optional source failure/retry without hiding available
rows, and required external-status filter failure. The latest-failures
route test verifies bounded selection, agent filtering, success
suppressing an older failure, and private-run redaction.
- Real browser: deliberately failed the run source, then retried it.
Twelve available task rows kept the same position and 44-pixel height
before, during, and after retry. No loading skeleton replaced them.
Fault injection was removed.
- Hierarchy review decision: the cold-open barrier stays because
inserting ancestors or expanded children after revealing index rows
would cause layout shifts. Existing hierarchy context now survives
subsequent requests, with a regression proving a new ancestor read does
not blank the list. The bounded recursive tree read can still add
latency for unusually deep expanded trees.

- Tasks now handles a failed external-status filter with an explicit
error and Retry, suppressing a false empty state. All 52 Tasks component
tests pass, including failure-to-success retry. One existing large-tree
test timed out while workspace typechecking ran concurrently; the whole
component suite passed when rerun without that competing work. Workspace
typecheck, the full production build, and token gates passed for this
fix.

## Risks

- Saved filters and grouping still operate on the existing bounded
collection. This is not a new global server pagination model.
- Fixed row slots reduce available title width. Long titles remain
accessible through task navigation.
- Recovery and related diagnostics arrive after core rows. Their
responses cannot replace ordering fields, and stale versions are
rejected.
- Index/row requests now revalidate against current data instead of a
short server TTL. They still share concurrent reads and use ETags.
- This has not been deployed by this pull request. Staging latency must
be measured after deployment under comparable conditions.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and
context-window size are not exposed in this session. Used code editing,
terminal execution, and real-browser diagnostics.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 14:29:20 -05:00
DottaandPaperclip a1f77821b9 perf(tasks): show recent conversation before historical activity (#17593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task page must show the instruction and current conversation
quickly.
> - The current page waits for related task data and historical run
transcripts.
> - These reads grow with task history, even when the reader only needs
the latest answer.
> - This pull request gives cold opens a small initial view and loads
older history on demand.
> - Messages and runs observed while the page stays open remain visible.
> - The benefit is a readable task before historical diagnostics finish
loading.

## Linked Issues or Issue Description

Related: #14667 and #16229. The first changes the reveal gate and scroll
anchors. The second adds general history pagination. This PR adds a core
task read and a folded recent-conversation view. It preserves the
default full-read API contracts. The shared files will need coordination
if either related PR lands first.

**What existing behavior does this improve?**

Cold opening an ordinary task with a long conversation or large run
logs.

**Current behavior**

Task enrichment and historical transcripts delay the readable
conversation. A cold open can fetch several megabytes of tool activity
before revealing saved messages.

**Proposed behavior**

Show the task instruction, recent saved replies, latest human input, and
the latest run's conversation data first. Fetch older messages and full
run activity when the reader chooses **More messages**. Retain new
messages while the page stays open.

## What Changed

- Add an authorized core issue view that skips related enrichment. Keep
enrichment on the existing detail read. Share task mutation, rollback
and invalidation updates with the core cache.
- Add a bounded recent-comment read. Preserve the first human
instruction when no description exists, including legacy rows with a
NULL author type. Keep company and task access checks and comment
redaction.
- Add optional recent activity and run-summary views. Fetch original
input receipts for visible comments separately so delivered messages
stay out of the queue. Reconcile watched unfinished runs after a
reconnect beyond the preview window, removing deleted runs after
reconciliation.
- Filter the latest native run's initial events to assistant messages,
request lifecycles and terminal results. Full event reads remain
available on expansion. Legacy fallback reads use a small tail extended
to the first complete record. HTTP cancellation aborts the storage read.
- Retain observed messages across cursor catch-up and new runs. Apply
local cancellation and deletion to both caches and their task aliases.
Refetch locally seeded history pages on expansion. Preserve expansion
across identifier and UUID links. Keep deep links, classic tasks and
Agent Chat on their existing full-history path.
- Update API documentation, design guidance, capability maps and
regression coverage.

## Verification

- Final acceptance on `9ea0b15ae44d9f6d2c9a9f824b4835f299f92979`: all CI
gates passed, including server/UI tests, all eight browser shards,
runner checks, full typecheck and build. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/40326990328).
GitHub reports 55 successful checks, two intentionally skipped checks,
and one neutral Paperclip Review check described below. No checks are
pending or failed; Greptile is 5/5 and no review threads remain open.
- October 26 merge update: merged current `master`. The only conflict
was in task-page imports; both the compact-history hook and the new
live-update hooks remain. All CI tests and build jobs passed on
`044fd6733d`. Fresh review found canceled-comment cache drift, legacy
human-comment filtering, send-then-expand truncation, and partial legacy
log records. These defects were fixed in `af3d66a5bd`.
- Review-fix verification: 470 tests pass across ten affected suites,
including all six PostgreSQL cold-open tests without a helper override.
Cancellation/delete and send-then-expand regression tests failed before
the fixes and pass afterward. Coverage includes task identifier/UUID
reopen, stale in-flight reads, legacy NULL author types, local-file and
object-storage tails cut inside UTF-8 text, route forwarding, and
request cancellation. Full workspace typecheck and production build,
token gates, map validation and diff checks pass.
- Follow-up review found that a failed expanded legacy read lost its
record-alignment state on retry. `9ea0b15ae4` commits the expanded
window only after a successful read. The new regression fails before the
fix and passes afterward; all 19 transcript tests, UI typecheck, UI
build and token gates pass. Greptile reviewed this commit at 5/5 with no
actionable findings, and all review threads are resolved.
- The final Paperclip Review check ended neutral because its execution
did not complete; no passing Paperclip assessment is claimed. Its
earlier four concrete findings were fixed and regression-tested.
Greptile and the security scans completed successfully on the final
commit.
- The preceding `af3d66a5bd` CI run was canceled when superseded by the
retry fix. Its server shard 11 check briefly reported failure, but the
job API records cancellation and its test step passed all 1,750 tests.
This superseded run is not used as final CI acceptance.
- 549 focused tests pass on the final implementation across nine task
UI, activity-route, OpenAPI and PostgreSQL suites. These cover pending
history, desktop/mobile visibility, expansion, retained runs, message
bursts, cancellation recovery and queued-comment removal in both views.
- Legacy expansion keeps the latest answer visible while fetching and
deduplicating older output.
- Five PostgreSQL tests pass for core access denial, recent comments,
missing-description instructions, event paging and bounded activity/run
reads. macOS could not start another PostgreSQL cluster because it
exhausted its semaphore limit. These tests used a separate disposable
database on an existing local server through a temporary test setup
override. The helper was restored afterward.
- Full workspace typecheck and build pass with the final state fixes, as
do token gates and capability-map validation.
- Token gates, capability-map validation and `git diff --check` pass.
- Browser proof used a disposable task with 80 comments and six large
run histories. The cold view showed the instruction and recent exchange.
**More messages** revealed older comments. Navigation away and back
preserved expansion.
- Local HTTP sample: core 50 ms, recent comments 24 ms, recent run
summaries 17 ms. The latest native conversation response was 839 JSON
characters / 8 ms; its full event response was 1,099,005 / 86 ms.
Browser content paint was 1.34 seconds with development assets cached.
These are local observations, not staging latency claims.
- The first CI run passed every job except four board-send browser cases
and the review threshold. Those browser fixtures only mocked the old
comments endpoint; they now serve both recent and full reads, retaining
all message and attachment assertions. Both initial review findings were
fixed with regression tests. The next CI run passed every job. The
deeper review identified core-cache mutation, older delivery receipt and
retained run-status gaps; those are now fixed with regression coverage.
Final review is 5/5 with zero unresolved findings. Final-head CI
initially failed one unchanged runner shutdown test
(`runnerd-codex-transport.test.ts`, timeout-attachment case) with
`NativeSessionCloseUnrecoverableError`; all other CI jobs passed. The
same runner code passed on 971a762f80. A targeted local reproduction
also failed during provider drain. The failure is outside the changed
task loading paths; its underlying cause remains unresolved. The single
failed-job retry passed on the same head; this demonstrates recovery,
not a root-cause fix. All CI gates passed on the previous implementation
head `9004f94f28`: [CI run and
retry](https://github.com/paperclipai/paperclip/actions/runs/40192334629).
- `pnpm test:run` was attempted and stopped after repeated embedded
PostgreSQL startup failures. The native session suite recorded 15
database-related failures; other database suites could not start. No
complete local suite pass is claimed.

## Risks

- The compact view intentionally omits older diagnostics until
expansion. Existing open questions and approvals still use the current
interaction and run paths.
- Previously observed comment and activity rows remain cached while
open. The newest preview and incoming cursor pages refresh; this does
not add a general historical-edit synchronization protocol.
- Recent views are optional. Existing full API callers retain their
response shape and behavior. No migration is required.
- A legacy tail can exceed the requested byte limit by the prefix of its
first log record. Backward reads stop at the preceding record boundary
and honor cancellation.
- Staging has not been deployed or qualified with this change. Instance
startup latency is separate from task history loading.
- The related open PRs touch the same task-history files.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing, shell
tools and browser testing. The exact serving model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — 549 affected task tests;
the full local suite and unrelated runner failure are documented above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 08:11:39 -05:00
Devin FoleyandPaperclip bf9a8551c3 perf(issues): filter queued comment wakes by task (#17613)
Apply the existing typed task identity filter in PostgreSQL before returning queued-comment wake controls. Preserve queue selection, ordering, payloads, and current run ownership checks.

All 84 route tests, build, typecheck, exact-head Greptile 5/5, and required CI pass. The old source fails the new deferred and queued byte budgets; corrected reads preserve the complete response and all saved rows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 07:51:28 -07:00
Devin FoleyandPaperclip 50797ea03c perf(issues): narrow queued comment wake display reads (#17570)
Read only typed queue display inputs from saved wake payloads and only runtime mode from queued runs. Preserve complete rows for locked edits, discard, steering, and interruption.

Validation: 93 focused route and policy tests, full build and repository typecheck. PostgreSQL fixtures preserve identical queue responses and saved input with less than 4 KB of read values; restoring the full wake read fails at about 1.8 MB. Exact-head Greptile 5/5 (medium), all CI checks green, and zero unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:41:14 -07:00
Devin FoleyandPaperclip 1ad8f25c77 perf(heartbeat): narrow queued comment polling run reads (#17560)
Read current control facts and typed issue/adapter bindings for queued-comment polling. Keep full mutation and execution reads, native preparation and steering, authorization, and stored evidence.

Validation: full build and typecheck, 160 focused tests plus two assembled route regressions; exact-head Greptile 5/5 (medium), full green CI, zero unresolved threads. Old-route counterfactual transfers 2.5 MB versus less than 2 KB.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-24 23:53:39 -07:00
b6591c93a0 fix(issues): validate UUID query parameters on list and count endpoints (#17389)
Reject malformed UUID filters (participantAgentId, projectId, workspaceId, executionWorkspaceId, parentId, parentIssueId, descendantOf, createdFromIssueId, labelId) on GET /api/companies/:companyId/issues and /issues/count with a 422 instead of letting Postgres fail the uuid cast with a 500.

Fixes PAPERCLIP-BACKEND-4M.

Co-Authored-By: Devin Foley <devinfoley@users.noreply.github.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-24 14:31:24 -07:00
Nicky Leach 100477e887 Avoid live workspace inspection in task context reads (#17396) 2026-10-23 17:05:06 -07:00
Dotta 46760cc588 fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations show requests in the feed and above the message
composer.
> - Earlier fixes kept dismissed questions in history, but excluded
completion reviews and other request kinds.
> - Closing those forms left a pending badge, and the server could still
demand a response.
> - This pull request saves human dismissal and removes the request from
composer reminders and ordinary completion gates.
> - People can continue the conversation and reopen the request from
history.

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

Dismissing a completion review closed its form but left it counted as
pending. It could return after reload, block a retry, or cause the agent
to demand another response. Raw runtime requests could also lose their
only usable control when dismissed.

**Expected behavior**

Dismissal leaves an accessible request in the feed and clears the
composer form and pending count. It persists after reload. It does not
submit an answer, approve an action, or wake the agent.

**Steps to reproduce**

1. Open a task with a pending completion review or another composer
request.
2. Dismiss the request, then reload the task.
3. Check that the composer stays clear and the feed entry can reopen the
request.

## What Changed

- Add nullable dismissal fields and a human-only dismissal endpoint with
company, private-task access, resolver, and locked review-policy checks.
- Persist saved-request dismissal on the server. Keep browser
persistence for raw runtime requests and existing question dismissals.
- Keep confirmations, choices, item verdicts, suggested tasks, and
runtime requests accessible in the feed.
- Exclude dismissed ordinary requests from completion and retry gates.
Tell agents not to repeat deferred requests.
- Preserve tool, secret, connection, plan, company-policy, and
configured review authorization gates. Expire deferred non-question
requests when their task completes.
- Preserve the selected form when another dismissal finishes saving.
Keep reopened reviews visible through delayed comment refreshes.
- Add a completion-review Storybook test drive and update design, API,
database, and capability documentation.

## Verification

- `pnpm -r typecheck`: passed. The final UI changes also passed the UI
typecheck.
- `pnpm build`: passed. The final UI changes also passed the UI
production build.
- Focused UI and transcript tests: 550 passed across nine files after
merging the current base branch.
- Focused database, completion, and prompt tests: 105 passed across
three files, including two review-policy regressions that failed before
the fix. The tests reject a review requester excluded by current policy,
preserve the pending gate on denial, and permit an independent reviewer
to defer the request.
- Route regression suite: 81 passed, including denial before reading or
mutating a private-task request.
- `pnpm check:token-gates`: passed.
- Map and Storybook structural checks: passed; 30 map/catalog script
tests passed.
- Browser: used the production task-thread components in the
completion-review fixture. Dismissed, reloaded, reopened from the feed,
and dismissed again. No pending badge or composer takeover remained.
Story callbacks simulate API saves; separate server tests cover
persistence and permissions.
- `pnpm test:run`: stopped after the general-server group reported one
failure in `workspace-runtime.test.ts`: "returns a bounded structured
conflict and exposes only same-company workspace references". The same
test passed in isolation (1 passed, 178 skipped). The cause of the
full-suite failure is not established. The full PR CI suite subsequently
passed on e243cbb001; its two authorization review findings are fixed in
9e1b4478b3. Fresh [full
CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846)
passes on 9e1b4478b3, including the previously failing server and
browser shards. All 54 executed checks passed; two optional Storybook
deployment/visual jobs were skipped. The legacy security status also
passed. Fresh Greptile review is 5/5, the security scan passes, and no
review threads remain open. This full CI run settles the merge gate; the
earlier local workspace-suite failure remains recorded above because its
cause was not established.
- Additional verification: the original failing browser journey passed
locally after the delayed-refresh fix. The expanded page-reload case
also passes on 9e1b4478b3 (52.7s): dismiss, reload, reopen, approve, and
receive the actual tool failure in the continuing task. It exposed a
fixture reading an accepted request before tool execution finished; the
fixture now waits for a stored execution result. The first reload
attempt stopped on a still-loading page at the default five-second
assertion; the reload now uses the suite’s navigation allowance. A
controlled server-restart run timed out waiting for server health before
the UI assertions. Local route-suite runs timed out during concurrent
module loading; sequential imports passed all 81 tests, including the
privacy regression.
- Initial verification failures: a missing SDK build and a story fixture
type error were fixed. PostgreSQL bootstrap then failed because the host
had exhausted its semaphore allowance. After explicit operator approval,
64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live
process was stopped. The database regressions then passed. The
raw-runtime regression exposed a missing feed control; the
implementation now preserves that entry and the regression passes.

## Risks

- Apply the additive database migration before the new server code. It
adds two nullable columns and does not change existing decisions.
- A dismissal is shared task attention state. Only a human with task
read access and current resolver/review authority can persist it. Review
policy is checked under the task lock. The operation is idempotent and
records the dismissing user.
- Raw runtime dismissal remains specific to a browser. Saved interaction
dismissal persists across browsers.
- A deferred review is not an approval. Tests retain protected-action
and configured review gates.
- The browser walkthrough uses a fixture. This branch has not been
deployed to a live instance.

## Model Used

OpenAI Codex, GPT-6, with code execution and browser tools. The exact
backend model ID and context-window size are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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
2026-10-22 18:37:36 -05:00
DottaandPaperclip d33b40a5c3 fix: recover saved work and provide reliable task Retry (#16965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must retain work when an execution or workspace
export fails.
> - Retained-workspace holds can leave saved input waiting with no
usable Retry action.
> - Users cannot verify process ownership or repair provider
allocations.
> - This pull request gives system recovery a durable budget and gives
each deliberate Retry a durable intent.
> - Safe recovery can preserve files, settle an accepted result, or
prepare an independent workspace.
> - One task state keeps infrastructure diagnostics out of the ordinary
conversation while preserving real permission and approval gates.

## Linked Issues or Issue Description

**What happened?**

A task with a retained workspace can show recovery, failed-run and
saved-message warnings at the same time. Historical runs without native
workspace descriptors cannot use the native restore path. Old recovery
metadata can prevent a new attempt even when an independent workspace
would be safe.

**Expected behavior**

Paperclip owns bounded infrastructure retries and file preservation. A
user can request another attempt with ordinary Retry. Thinking appears
immediately. The service preserves completed effects and current user
controls. It does not claim that starting fresh recovered the old files.

**Steps to reproduce**

1. Retain a failed run and its workspace after export or process-stop
failure.
2. Save a follow-up while the recovery hold is active.
3. Open the task and try to continue without infrastructure credentials
or operator certification.

Refs #16906, #16835, #16883. This extends their recovery and receipt
contracts. Related work: #16962 and #16963.

## What Changed

- Add task-level Retry with company-scoped authorization, all-status
idempotency and durable admission before physical work. Keep exact-run
Retry compatible.
- Add typed recovery phases, finite persisted backoff, historical
adoption and durable local failure diagnostics.
- Preserve native workspaces or verified historical snapshots. Admit an
independent fresh workspace only after execution containment. Keep
old-source preservation and cleanup obligations separate.
- Carry completed publication and API receipts forward. Fence uncertain
mutation retries across replacement runs. Preserve connected-chat
identity and authorization.
- Re-enter normal dispatch for saved input. Reuse accepted results
through the existing finalizer.
- Use one task interruption projection across the thread, composer and
task list. Show optimistic Thinking, ordinary Retry and genuine user
gates.
- Add PostgreSQL, filesystem, API, browser-fixture and controlled
provider coverage. Document the behavior and update the feature/access
maps.

## Verification

- All GitHub Actions CI jobs pass on
`6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all
server/chat/workspace and serialized suites, Runner checks, eight
browser shards, canary and build. The required merge gate passes.
- Greptile reviewed the final commit at 5/5, with no actionable findings
or unresolved review threads. Its two earlier P1 findings are fixed.
- Full recursive typecheck and build pass locally on the final commit.
All 16 task Retry cases pass against isolated real PostgreSQL. The
unrelated-success case and both stale Retry cases fail on the previous
code and pass after the fix.
- The corrected gateway fixture passes its uncertain-mutation and
independent-read case. Four real HTTP API cases pass for definite
403/422 rejection, completed-effect reuse, and uncertain-effect fences
across deliberate and automatic retries. These focused gateway/API
checks used a temporary database lifecycle harness on an existing
healthy local PostgreSQL process. The standard repository helper is
unchanged.
- Earlier qualification covers 291 task UI cases, saved-file copyback
and ancestry, current Agent Chat ownership races, nine chat Retry API
browser cases, and six assembled browser recovery fixtures. A real
API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a
delayed response, admitted one successor in a separate workspace,
retained original files, and survived reload.
- The controlled Daytona test interrupts export, joins the controller,
restarts it in a separate process, and verifies one agent start, one
external sentinel operation, retained file contents and no premature
cleanup. It does not establish abrupt-kill or live LLM/GitHub
acceptance.
- The full local `pnpm test:run` was attempted and was not green: an
OAuth row-lock timing assertion failed, and a later suite exhausted
macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun
against a separate database. Later embedded database initialization
failures remain recorded; the final CI matrix passes.
- Security scanning passed on production-code commit
`63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes
one test-fixture identity line. The final scan is neutral/inconclusive
because its pinned merge-base checkout failed or timed out. Both rerun
API requests returned 404, so no fresh successful scan is claimed.
Socket and Snyk checks pass on the final head.
- The optional Paperclip Review remains queued behind an earlier run in
workspace finalization. Its prior completed assessment was incomplete
because a comparison tool was blocked by the platform filter. It is not
counted as a completed code review. GitHub does not require this check
for merge.
- Hosted acceptance remains pending deployment. Local and CI results do
not establish recovery of a hosted task or its retained files.

## Risks

- Recovery changes span admission, physical ownership and dispatch.
Incorrect evidence could permit overlapping work. Existing physical
locks and authoritative stop requirements remain in place.
- The migration adds concurrent indexes. It requires the existing
top-level migration runner and retries incomplete index creation safely.
- A fresh attempt can complete while old-source preservation remains
unresolved. The service retains that obligation and does not report
those files as recovered.
- Unknown tool mutations remain blocked until their authoritative
receipt owner resolves them. Generic upstream tools have no universal
result-query protocol.
- Recovery and diagnostics stay inside the stack. No Cloud incident
endpoint, notification worker or new outbound reporting channel is
included.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose a more specific
model version or context-window size. The model used reasoning, shell
execution, source editing and browser tools. No model subagents were
used for this implementation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 19:58:53 -05:00
Nicky LeachandPaperclip 8b4ab65b1c Add plugin-owned project storage and task workspaces (#17001)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks can use isolated repository workspaces.
> - Core currently prepares those repositories on its own filesystem.
> - A storage provider may only expose repositories inside remote agent
computers.
> - Project storage and task workspace preparation must have one
provider owner.
> - This pull request adds that contract and keeps execution as a
separate plugin interface.
> - Core keeps authorization, durable task bindings, and lifecycle
fences.

## Linked Issues or Issue Description

**Subsystem affected**

Plugin SDK, project workspace policy, heartbeat preparation, execution
leases, and workspace lifecycle.

**Problem or motivation**

Core cannot prepare a task workspace when its repository storage is
unavailable on the Core host. An execution lease must not be required
just to prepare persistent storage.

**Proposed solution**

Let one plugin provide project resource lifecycle and workspace prepare,
inspect, restore, and remove behavior. Core reserves a task workspace
before it calls the plugin. The plugin returns an opaque durable
reference. The matching execution plugin receives that reference on its
task RPC.

**Alternatives considered**

Preparing repositories on Core would require a provider mount on Core.
Preparing them only during task launch would tie persistent workspace
lifecycle to execution leases and agent availability.

**Roadmap alignment**

This extends the remote provider model in ROADMAP.md. Related execution
work is in #16978. This PR does not replace that task bridge. Native
execution of managed storage requires the bridge; this change fails
closed when it is absent.

## What Changed

- Add one storage provider declaration with supported modes/strategies,
a capability, a validated RPC contract, and a test harness.
- Persist provider ownership, repository revision, and
execution-workspace identity before external effects. Reconcile retries
with a stable operation ID.
- Prepare provider storage before environment acquisition. Keep Core
filesystem preparation out of this path.
- Pin the durable reference to the matching execution plugin and
validate the lease binding before task dispatch.
- Route inspection, reopen, and removal through the existing lifecycle
process. Keep local data when remote recovery is uncertain.
- Keep the application database pool free during lifecycle locks.
Preserve pending workspace selections, validate source edits before
retirement, and retry unfinished closed storage cleanup.
- Protect provider metadata and live repository sources from caller
edits. Storage edits retire only closed records with confirmed removal;
retired records cannot reopen.

## Verification

- Current head `8214b3ca5`: all 25 provider lifecycle tests pass with
`maxConnections=1`. They cover preparation, inspection, reopening,
removal, a paused provider with responsive ordinary SQL and a competing
source edit, pending selection preservation, rejected source edits,
cleanup retry scheduling, and providers that cache operation results,
and committed cleanup notifications for storage intent and recovered
state.
- Final frozen-tree lifecycle run on `8214b3ca5`: all 318 tests passed
in 10 files, covering workspace services, reopen, compaction, task
binding, project sources, heartbeat preparation, display caching, and
source locks.
- Direct server `tsc --noEmit` passes. The SDK build and all 128 SDK
tests passed during initial verification; later SDK changes are
documentation only.
- Full CI on the previous head `ec5c7209a` passed all 55 applicable
checks; 2 conditional checks skipped. Standard Greptile reviewed current
head `342e6d9c3` at 5/5 with no unresolved threads. All 55 applicable CI
checks passed on `342e6d9c3`; 2 conditional checks skipped. The Slack
browser and CLI startup jobs passed on their single unchanged-head
rerun. Its Apex review returned 4/5 with one pending-restoration issue.
Commit `1b58943b1` reconciles that durable intent before cleanup,
advances the generation without reopening the Core row, and blocks
direct removal or retirement while intent remains unresolved. Standard
Greptile reviewed `1b58943b1` at 5/5 with no new findings. All 54
applicable CI checks passed on `1b58943b1`; 3 conditional checks
skipped. The chat job passed on its single unchanged-head rerun. Apex
then returned 4/5 for a missing cleanup wake after recovery. Commit
`8214b3ca5` atomically registers cleanup intent before storage intent
and recovery-result writes. Its provider test observes real committed
notification hints and the visible advanced generation. Standard
Greptile reviewed `8214b3ca5` at 5/5 with no new findings. All 55
applicable current-head CI checks passed on the first run; 2 conditional
checks skipped. Final Apex verification completed at 5/5 on this exact
head: 38 files reviewed, no new comments, and no unresolved threads. The
PR is ready for review and mergeable.
- The first Apex review found five issues after a standard 5/5:
application-pool starvation, stale pending selections, retirement during
rejected source edits, lost cleanup retries, and reused inspection
identities. Commits `6d72e7fd4` and `342e6d9c3` fix each with regression
coverage. Archive lock waits use dedicated connections, and source edits
fail promptly if the lifecycle is busy. Retirement compares normalized
values. The normalized-source regression initially failed with the
raw-value comparison; after moving the check after normalization, a
clean provider-suite rerun passed all 24 tests at that stage. Those
threads are resolved; the earlier Apex 0/5 is not a passing acceptance
result.
- Earlier local integration attempts could not bind localhost inside the
sandbox. The same suites passed with permission to start local
PostgreSQL.
- The earlier broad local `pnpm test:run` overlapped edits and reported
stale-revision and checkout-path/Git-fixture failures. It was not a
final-tree result. Full CI subsequently passed; the original local
failure remains part of verification history.
- Local repository-wide typecheck/build cannot complete because `cargo`
is unavailable. Direct server TypeScript checks and affected tests pass;
full Rust and build validation comes from CI.
- An earlier browser run on `ff918c5a8` failed in the unchanged
case-filter journey: expected “Done,” received “All statuses,” with an
announcement handler recorded during the assertion. The cause is not
confirmed. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39500611857/job/118896954508)
remains verification history. The unchanged shard passed in the next
full CI run on `ec5c7209a`; no UI or fixture change was made.
- Current-head browser shard 2 failed waiting five seconds for the
mocked Slack setup Success heading. This PR changes neither that UI nor
its fixture. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021232)
remains verification evidence. The cause is not confirmed; the single
unchanged-shard rerun passed; no UI or fixture change was made, and the
original cause remains unconfirmed.
- The workspace test shard passed its 3,978 general tests, then its CLI
company-import/export fixture timed out after 30 seconds waiting for
startup health before creating any company or workspace. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021855)
remains verification history. The child reached external-PostgreSQL
startup without exiting or reporting an exception. Its cause is not
confirmed; the single unchanged-job rerun passed, including the CLI
fixture. No startup or fixture change was made, and the original cause
remains unconfirmed.
- The new cached-removal regression initially failed because its fake
worker advertised availability for unrelated fixture plugins, so another
workspace changed its fake checkout state. Worker availability now
matches the fixture plugin; the complete 25-test provider suite passes.
- On `1b58943b1`, the chat shard timed out polling for one conversation
after an authorized GitHub description edit. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39510521657/job/118930193418)
remains evidence. The exact case passes locally against PostgreSQL (1
passed, 1,380 unrelated cases skipped), and this PR changes neither that
test nor its handler. The original cause is unconfirmed; the single
unchanged-job CI rerun passed without a code or fixture change. The
original cause remains unconfirmed.
- The diff was checked for credentials, private references, and
generated artifacts.

## Risks

This is an additive provider contract with no database migration.
Existing projects keep their local behavior unless their policy selects
a storage plugin. A selected provider must be ready and enabled. Unknown
or unsafe cleanup fails closed.

Managed native execution depends on #16978. Core refuses a host Runner
fallback. Providers must fence lifecycle generations, preserve ambiguous
retries, and report remote recovery honestly. Provider-specific live
storage and guest mount qualification remain separate from these Core
contract tests.

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code execution, and
tests. The exact model variant was not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:35:33 -07:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
DottaandPaperclip bc091f0a21 fix(recovery): recover retained workspaces before saved messages (#16906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stopped run can leave useful files in its original sandbox.
> - The server keeps that sandbox when it cannot confirm file copyback.
> - The task can then save new user input but offers no safe way to
recover the files.
> - A retry of the old agent turn can repeat work that already finished.
> - This pull request recovers files through the existing workspace
owner and delivers only saved human input.
> - The user can recover a task without certifying infrastructure facts
or losing completed work.

## Linked Issues or Issue Description

Refs #16883 and #16835 for publication receipts and verified process
termination.
Related: #16478 clears stale holds after copyback already succeeded.
This change performs the missing export and records its proof. #16901
manages the main GitHub response comment and does not perform workspace
repair.

**What happened?**

A failed run retained its workspace. A later user message stayed saved
behind a file-repair hold. The task asked the user to verify process
termination and file recovery but offered no repair control. Sending a
message could show an optimistic Working state and move the task to Todo
before admission succeeded.

**Expected behavior**

The harness should recover the original files when it can prove
ownership and termination. It should preserve newer edits and completed
operations. Only waiting user input may start another turn. Missing
evidence must keep the source held with a specific explanation.

**Steps to reproduce**

1. Interrupt a sandbox run before workspace finalization succeeds.
2. Retain its exact allocation and save a user follow-up.
3. Observe the file-repair hold and missing end-user repair path.

## What Changed

- Add source-bound background recovery for native and legacy runs. An
accepted native result is not required.
- Share the physical copyback lock and durable owner. Resume only the
exact stopped allocation, export files, verify persistence and obtain a
fresh stop receipt.
- Persist retry limits and idempotent requests on the existing recovery
record. Limit each server to two background exports. Add an indexed
candidate scan and a separate cleanup obligation.
- Add a task-editor recovery endpoint. Deny agents and viewers. Reject
caller-supplied stop or repair claims.
- Deliver waiting human input once through ordinary admission. Preserve
pause, approval, budget and assignment gates. Require historical
conversational-adapter evidence for legacy-to-Runner continuation.
- Include exact GitHub publication receipts in continuation context.
Preserve unknown effects and the original failed run.
- Show observed recovery progress, a transient-failure retry action and
specific service blockers. Keep saved messages visible. Suppress false
startup feedback and implicit Todo promotion behind a file hold. Hide
unavailable workspace links.
- Update execution semantics, capability maps and production-component
stories.

## Verification

- Red: the original read model failed the new recovery-progress
assertion; the other 23 checks in that file passed.
- Passed: recovery regressions with 28 cases with real PostgreSQL,
files, tar and Git operations. Lifecycle provider calls are controlled
test boundaries. Coverage includes native/legacy export, concurrent
owners, rollback after export, interrupted archive export with a new
database connection, lost replies, historical discovery, durable retry
limits, separate cleanup and saved-input delivery. The actual candidate
query uses its partial index with 3,000 unrelated history rows. A first
automatic repair can bind verified old-controller stop proof without an
accepted native result. Review also reproduced and fixed export-only
continuation and cleanup lost after a committed repair. Cleanup remains
discoverable without waiting input and after task reconciliation.
- Passed: two GitHub integration cases verify that continuation context
carries the existing publication receipt and does not write another
response. Company and task boundaries are checked.
- Passed: 293 continuation, workspace-sync, platform-receipt and OpenAPI
checks. After file repair, actual dispatch retains pause, cancellation,
approval, real budget-policy and assignment gates.
- Passed: 174 route checks, including editor admission, agent/viewer
denial and rejection of fabricated repair claims.
- Passed: 351 task detail, workspace properties and comment-reopen
checks after updating the new read boundaries and asynchronous
workspace-link expectations. Two new route cases keep held tasks Blocked
when a comment is saved.
- Passed: 265 task-thread and recovery-notice checks. The broader
continuation suite also passed; its new legacy migration case first
exposed a gap that the focused recovery suite now covers.
- Passed after rebase: `pnpm -r typecheck` and `pnpm build`. The later
master merge adds an unrelated permission migration; recovery migration
generation and safety checks passed after the merge.
- Passed: token gates, module boundaries, map structure and migration
checks. The recovery index is migration 0360 after current master.
- Browser: inspected the production recovery component and its
retry-to-queued transition with fixture data. The first dev dependency
load failed; a reload after optimization resolved it. This is UI
evidence, not a live provider recovery claim.
- Every test shard passed on final commit `bbbc09efb4`. The older local
`pnpm test:run` was stopped after the complete CI test matrix passed.
Local full typecheck and production build passed. The first CI build
compiled and booted, then lost its runner during the clean public
npm-install check. An isolated retry passed the build, production boot
and clean public npm-install verification.
- Greptile reviewed final commit `bbbc09efb4` at 5/5. All review threads
are resolved.
- The change is not deployed. Hosted recovery remains unverified until
the served revision includes this change.

## Risks

- Recovery crosses process, provider and persistence boundaries. Missing
or mismatched ownership, stop, descriptor or file evidence keeps the
hold. It never selects a replacement allocation or silently starts over.
- File recovery does not certify external action outcomes or authorize
replay. New input still uses normal execution admission.
- Historical sources without sufficient durable evidence can remain
blocked. Destructive reconstruction stays separate.
- The index migration is idempotent. It changes no task data. Snapshot
pruning follows repository policy.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and browser tools.
`gpt-6-astra` assisted earlier investigation. The runtime does not
expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:51:46 -05:00
DottaandPaperclip 16689de291 fix: add one-click retry for restricted workspace setup (#16909)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks need a clear way to resume after a setup failure.
> - A shared repository can contain another task that the assigned agent
cannot read.
> - Paperclip correctly stops before the agent starts, but the user must
then understand workspace settings to recover.
> - This pull request gives that failure a single Retry button and
selects a clean copy of the configured repository through normal
admission.
> - The task keeps its assigned agent and execution settings, while
access checks and existing work remain protected.

## Linked Issues or Issue Description

Related: #16895 classifies the restricted source failure. This change
adds the user recovery action. #16906 handles retained files after
execution; this change handles a setup failure before execution starts.

**What existing behavior does this improve?**

Recovery of a task whose shared repository includes a task workspace the
assigned agent cannot read.

**Current behavior**

The task stops before provider work and asks the user to understand
workspace choices or access grants.

**Proposed behavior**

Show Retry above the task message box, independent of loaded
conversation history. One click requests one attempt using a clean
checkout of the configured remote. Show Retrying while the request is
pending. Show an error only if the request fails.

**Reason and benefit**

The user can resume work without understanding repository isolation or
changing access to another task.

**Breaking changes**

None. The recovery source value is server-owned. The public workspace
selection request does not accept it. No migration is required.

## What Changed

- Add one Retry control above the composer in both task conversation
views. It stays available when an older notice is outside the loaded
comment pages.
- Bind recovery to the latest failed run, current assignee, and recorded
proof that provider work did not start.
- Use the existing atomic recovery route and pending workspace
selection. Normal admission clears the old session and creates the
isolated checkout.
- Choose a fresh task-owned branch for recovery, including fixed project
branches, existing task branches, and adapter branch overrides. Preserve
the model, environment, setup commands, pending user workspace choices,
previous files, and all execution gates.
- Update execution documentation and both workspace maps.

## Verification

- Passed all 461 tests in the eight affected database, Git, HTTP,
workspace binding, and conversation suites after the review fixes. An
additional 292 tests passed after the final compatibility fixes,
including IssueDetail and recovery action routing.
- Concurrent HTTP retries produce one wakeup. Paused projects and runs
that started provider work reject recovery without changing the
workspace.
- Real Git tests exclude private files, private commits, and unpublished
original files from the clean checkout, preserve the original, and
exercise reuse, cleanup, and reopen.
- Verified in a running local app: a task failed twice, displayed only
Retry, and reached Done after one click. A second browser test put the
failure notice behind 501 newer comments and used a fixed project
branch. Retry stayed visible and the task reached Done. The
credential-free process worker used the selected checkout and wrote its
result there. This does not claim a live model-provider run.
- The first manual fixture lacked a responsible-user membership and
failed after successful workspace recovery. Corrected the fixture,
retained that failure evidence, and verified the full flow with ordinary
authorization.
- Full typecheck, build, token gates, and map checks passed. The full
local suite was stopped after review changed its source during
execution; current-head CI provides the complete suite result.
- An earlier unrelated peer-comment read test hit a socket hangup. The
next complete affected-suite run passed; the first failure is retained
in local evidence.
- Current-head CI hit an unchanged runner credential-concurrency test
failure. That lane passed on the preceding commit, and all 42 credential
tests passed locally. The original failed job is retained; the one-time
rerun passed. All latest-head CI checks are green (55 success, 2
skipped, 1 neutral), and Greptile is 5/5 with both review threads
resolved.

## Risks

- A remote repository outage can still prevent the next attempt. Retry
does not grant access or copy unpublished files from the old checkout.
- Recovery accepts only the latest recorded pre-provider failure and
preserves normal execution gates. This limits duplicate work and stale
recovery requests.
- No database migration, dependency, or lockfile change.
- The first review found fixed-branch retry loops and dependence on
paginated notice history. Both had failing regressions before the fixes
and now pass targeted tests and the combined browser journey.
- Full CI then caught assumptions about missing run evidence and
unrelated recovery actions. The final changes tolerate absent evidence
and scope the new lookup to board-owned actions with valid run IDs. The
previously failing suites now pass locally.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The exact serving model ID and
context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:49:44 -05:00
DottaandPaperclip 7c58ea07b2 fix(issues): guard prepared task promotion by status version (#16893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Integrations can prepare a backlog task before its assigned agent
starts.
> - A person can change its status or assignment during preparation.
> - An unconditional promotion can replace that newer decision.
> - Safe promotion needs a saved revision that includes every assignment
path.
> - This pull request checks that revision under the task row lock and
derives policy cleanup from the locked row.
> - The benefit is safe initialization recovery with the existing
company, task, and run authority.

## Linked Issues or Issue Description

Prerequisite #16896 has merged. This PR now targets master and contains
only the conditional promotion API. The prerequisite fixed the confirmed
baseline first-upload browser regression.

**What happened?**

A client that saves a task's initial documents and then sends an
unconditional status update can override a concurrent status or
assignment decision. The update validator previously dropped an expected
version, so clients could not make this promotion conditional. Some
direct assignment and release paths also did not advance the revision.

**Expected behavior**

A prepared task moves from backlog to todo only if its original status
and assignment revision still matches. A stale request returns 409
before a task mutation, audit publication, or wake. Policy cleanup
preserves unrelated saved settings.

**Steps to reproduce**

1. Create a backlog task and save its statusVersion before preparing it.
2. Release its assignment, or change an assignee and then restore that
assignee.
3. Send `{ "status": "todo", "expectedStatusVersion": <original
revision> }` to its PATCH endpoint.
4. The stale promotion must return 409. A matching revision on an
unchanged backlog task must succeed.

Duplicate and related PR searches found no existing prepared-task
promotion fix.

## What Changed

- Accept an optional nonnegative expectedStatusVersion for exactly a
status-only backlog-to-todo promotion. Reject extra public fields before
parsing can discard them.
- Check the current revision and backlog state under the issue row lock.
Reject stale requests before checkout adoption or execution-control
effects.
- Add SQL migration 0358 to advance the revision for both assignee
fields at the database boundary. Release, administrative release, direct
writes, and assignment round trips now invalidate an old version.
- Derive guarded policy cleanup from the locked row. Preserve review
limits and protected authorization when removing a monitor. Reject
derived ownership changes or review decisions.
- Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and
policy regression coverage. Update the response type, OpenAPI, developer
docs, and access map.

## Verification

- Red before the initial fix: stale requests returned 200 instead of
409, validation removed the expected version, and a stale active task
could adopt a checkout.
- Review found two further defects. Four new release/direct-assignment
tests showed unchanged revisions. The real HTTP/service test returned
422 for a valid two-field promotion after monitor cleanup. Helper tests
also proved that cleanup lost valid review limits and protected
authorization. All now pass after focused repairs.
- Green: 124 route and policy tests, including 7 real Express/PostgreSQL
cases, 37 existing route tests, and 80 policy/helper tests. The real
row-lock race preserves a policy edit committed while promotion waits.
- Green: all 23 database client tests, plus 9 focused assignment and
replay checks. Historical migration 0227 receipt recovery cannot remove
the new assignment trigger. Reapplying migration 0358 leaves existing
rows unchanged and installs one trigger. Combined status/assignment
writes increment once; unchanged assignees do not increment.
- Earlier verification passed all 218 schema/route/service cases and the
generated OpenAPI capability test. Rebased focused regressions passed
all 27 selected cases. Final server TypeScript passed after all repairs;
shared TypeScript passed. Migration safety/numbering, five-snapshot
retention, map validation, and diff checks pass.
- The baseline browser attachment case failed twice on the earlier head.
Separate #16896 proved the lost-composer cause, passed 335 component
tests and the real first-upload journey, and has green CI with a 5/5
review. No assertion or timeout was weakened.
- Some early local checks were blocked by missing or stale sibling
dependency artifacts. This worktree now has its own frozen offline
install and standard SDK prerequisites. The failures and successful
reruns remain in the task evidence.
- Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5`
passed all CI (55 successful checks and one neutral), Greptile 5/5, and
a secondary source review at 5/5 with no unresolved findings. The
secondary reviewer did not execute project tests, inspect CI, or
exercise a live agent journey. Earlier incomplete and must-fix
assessments remain visible; both established findings are repaired
above.
- After #16896 merged, all five CAS commits were rebased onto master
`87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was
regenerated because master added another 0357. Range comparison shows no
other change to the CAS patches; inherited UI commits are absent. The
original head is preserved locally.
- Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124
route/policy tests, 9 selected assignment/promotion tests, and all 24
database client/snapshot-drift tests. Database build, migration checks,
generated snapshot linkage, five-snapshot retention (0354–0358), maps,
and diff checks pass. Fresh-head CI and review are pending. No
deployment or live agent journey was performed for this API.

## Risks

- The guard supports prepared backlog promotion only. Other statuses or
mixed public mutation fields return 422. A stale revision or non-backlog
row returns 409.
- Preserve the original version from a server that already advertises
this guard before initialization. Older versions did not track every
assignment path. Reconcile older or uncertain initialization instead of
fetching a new revision and blindly retrying.
- Migration 0358 is SQL-only and idempotent. It adds no table, column,
or task backfill. Its separate trigger survives historical
status-migration replay.
- Existing authorization and unguarded updates remain in place. Guarded
promotion does not provide a general lifecycle or review-stage control
API.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and context
window are not exposed by this session. Used tool calls, code execution,
and test-first regression 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:27:11 -05:00
DottaandPaperclip 3e5a9f5afe perf(ui): load recent tasks with bounded summaries (#16851)
Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior.

Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation.

Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 12:13:28 -05:00
DottaandPaperclip d20cb69ce5 fix(heartbeat): preserve active retries when comments arrive (#16855)
## Thinking Path

> - Paperclip manages agents and their work.
> - Heartbeat retries preserve task ownership after a recoverable
failure.
> - The issue read model includes retries that are scheduled, queued, or
running.
> - The human comment route treated every retry in that model as parked
work.
> - A normal status comment could therefore cancel a running
continuation and return its task to Todo.
> - This pull request limits comment supersession to parked retries and
checks that state at the cancellation fence.
> - The agent can keep working when a person adds context. Explicit Stop
and Interrupt remain available.

## Linked Issues or Issue Description

**What happened?**

A Board comment on an in-progress task cancelled its running recovery
continuation. The handler read a live retry from
`getCurrentScheduledRetry` but did not check its status. The
cancellation also forced workspace recovery when copy-back did not
complete.

**Expected behavior**

A comment must preserve queued and running execution. Only a retry that
is still `scheduled_retry` may be superseded. If promotion wins the
race, the comment must keep the task in progress and follow the normal
wake path.

**Steps to reproduce**

1. Let a task retry advance from `scheduled_retry` to `running`.
2. Keep its retry reason and source run identity in the stored row.
3. Post a normal human comment, without an Interrupt request.
4. Observe the old handler cancel the run and move the task to Todo.

**Paperclip version or commit**

Reproduced on master base `9966f31bee`. The staging incident served
`f3cd3f4ea89539b68410841d39ec15a5c626007f`.

**Deployment mode**

Staging server with a remote runner. The defect is in the core comment
and cancellation path.

Refs #16835 and #16843. Those repairs cover runner health and workspace
preservation. This change prevents a normal comment from requesting the
wrong cancellation. Related #9732 promotes human wakes on parked
retries; it does not protect a retry that is already running.

## What Changed

- Check the live retry status in both comment routes: POST comments and
PATCH issue with a comment.
- Add an optional expected-status fence to cancellation. A concurrent
promotion or terminal outcome returns a no-op result.
- Make due-retry promotion honor a cancellation claim under its issue
and run row locks. A scheduler cannot promote work after cancellation
has won.
- Finish persisted cancellations of parked retries through the existing
startup and periodic recovery sweep. Preserve their original request and
retry a failed settlement without starting provider work.
- Keep the task active when guarded cancellation does not win. Do not
record a cancellation that did not occur.
- Add route regressions, real PostgreSQL race tests, and pending-retry
and explicit Stop safety coverage.
- Exercise both normal HTTP comment routes with real services, stored
Board membership, PostgreSQL, and a live child process. Assert that the
process can still perform work, the task keeps its original execution,
and no second executor starts.
- Document the comment supersession contract and update the task
feature/access maps with the local regression coverage and deployed
acceptance recipe.

## Verification

- Before the fix, all four POST/PATCH regressions cancelled queued or
running work.
- Before the fix, the real PostgreSQL race test cancelled a retry that
became running after lookup.
- The comment-route suite passes **103 tests**. The final dispatch,
cancellation, restart recovery and HTTP/live-process suites pass **119
tests**, for **222 affected tests** across these runs. They cover
comment delivery, both sides of the promotion race, concurrent terminal
outcomes, pending retries, explicit Stop, and a live process that can
continue work.
- Command: `node node_modules/vitest/vitest.mjs run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/services/heartbeat/run-control.test.ts`.
- The normal HTTP/live-process acceptance suite passes all **14 tests**,
including both comment endpoints with stored Board membership and
deterministic wakeup teardown.
- Review exposed a second race after the cancellation claim. Its new
PostgreSQL test failed before the dispatch guard with `promoted` and
passes afterward with `not_promoted`, followed by completed
cancellation.
- A real PostgreSQL constraint interrupts the terminal cancellation
write after its intent commits. The assembled recovery service failed to
settle that row before the repair. Afterward a fresh service settles it,
clears its task lock, cancels its saved wake, preserves the original
request and leaves unrelated parked retries alone. A repeated database
failure preserves the intent for a later successful sweep; a second
successful sweep adds no duplicate event.
- Full `pnpm -r typecheck` and `pnpm build` pass. Server typecheck and
build pass again after the final server-only review fix. A local
full-suite attempt started on `f8773bf` did not return an overall
result; its log is preserved and no local full-suite pass is claimed.
The new recovery change passes the focused suites and fresh server
typecheck/build. Latest-head CI on
`8f928adee67c089e1ac405d2ad3b169eedb8da27` is green: the full PR
workflow and commitperclip review passed; only the two optional
Storybook jobs skipped.
- Greptile reviewed final head
`8f928adee67c089e1ac405d2ad3b169eedb8da27` at **5/5**, with no
unresolved findings. All actual latest-head CI checks passed; the two
optional Storybook jobs skipped.
- `node scripts/check-maps.mjs` passes after the map updates (34 areas,
172 capability IDs); it checks structure only.
- Fixed-revision staging acceptance is pending deployment. The original
workspace remains held and its latest source checkpoint is backed up and
verified.

## Risks

- A promoted retry must keep its execution and ownership when a comment
arrives. The database status predicate and route no-op handling enforce
this at the race boundary.
- A cancellation intent must prevent promotion without leaving work
parked forever after a restart. The recovery sweep consumes at most 20
such intents per pass through guarded cancellation, and a failed
settlement keeps its intent for retry.
- A parked retry must still accept fresh instructions. Its existing
cancellation and wake behavior remains covered.
- Ordinary Stop and Interrupt calls omit the expected-status option.
Their cancellation authority is unchanged and remains covered by the
run-control suite.
- No schema migration or API request contract changes are required.

## Model Used

OpenAI `gpt-6.1-sol` in Codex, with extra-high reasoning, tool use, and
code execution. The session does not expose its context-window limit.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 11:34:27 -05:00
DottaandPaperclip 9077748894 Remove the Pipelines experiment and preserve its data (#16834)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Pipelines was an unused experiment with its own UI, API, CLI, and
automation.
> - Keeping it leaves unsupported product surfaces and extra task-detail
queries.
> - Removing the experiment must preserve data that users already saved.
> - This pull request removes the feature and keeps its database schema
and migration history.
> - Cases and Routines remain available as separate features.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remove the unused Pipelines experiment across the application.

**Current behavior**

The experiment includes pipeline boards, stage settings, case
automation, review queues, learnings, permissions, and CLI commands.
Task detail also queries pipeline links.

**Proposed behavior**

Remove all these product surfaces and their implementation. Preserve
existing tables, records, and documents. Ignore the retired boolean in
older managed configurations so upgrades still start.

**Breaking changes**

Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are
removed. Task detail no longer includes the old `linkedCases` field. The
independent Cases API remains available. No database migration or
cleanup is included.

Related feature work: #7907, #9110, #10905, #11375, #13004, #14671,
#16133. Related issues: #9663, #10310, #10312. This removal supersedes
the feature; it does not implement those pending enhancements or delete
their saved data.

## What Changed

- Remove Pipeline UI pages, navigation, gates, clients, query keys,
helpers, and unused design tokens.
- Remove Pipeline REST routes, services, automation dispatch,
task-detail queries, and OpenAPI discovery.
- Remove the CLI commands, shared contracts, experimental flag, catalog
entry, and permission defaults.
- Remove feature-specific tests, tutorials, smoke scripts, maps, and
Storybook examples.
- Preserve database schema, migration history, and the reserved document
key used by old records.
- Keep Cases routes independent and cover obsolete stored and managed
settings.

## Verification

- Passed: `pnpm build` and `pnpm -r typecheck`.
- Passed: targeted settings, managed configuration, sidebar, settings
UI, routing, and feature-catalog tests. A first sidebar run caught a
shared Workspaces icon import; the import was restored and the sidebar
rerun passed.
- Passed: 40 tests covering Cases routes, OpenAPI discovery, retained
Pipeline table constraints, and schema snapshot drift.
- Passed: token gates, map validation, generated API metadata check,
Storybook catalog validation, and 28 map/catalog tests.
- Passed: isolated local browser verification of navigation and
Experimental settings with Pipelines absent; Cases and Routines still
open normally. Live GET/POST requests to retired Pipeline endpoints
return 404, and the retired setting is absent. CLI help has no Pipeline
commands.
- Passed: 22 access-service and agent-default-grant tests after
restoring unrelated permission assertions flagged in review.
- Local full run: `pnpm test:run` reported one failure in the unchanged
workspace-runtime port-allocation test. That test passed in an isolated
rerun. The long local run was stopped after full CI passed; it is not
reported as a complete local pass.
- Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2
conditional checks skipped), including build, typecheck, test shards,
and browser suites. Eleven interrupted CI jobs reported “The operation
was canceled”; their one-time retry passed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39255211006).
- Greptile: 5/5 on the final commit, with the only review finding fixed
and resolved.
- Sandbox socket restrictions affected the first build/API test
attempts. The same commands ran with local sockets available.

## Risks

- Existing Pipeline clients must stop using the removed endpoints and
commands.
- Existing data remains in the database and backups, but the removed UI
no longer displays it.
- Historical boolean `enablePipelines` values are ignored. They cannot
restore the feature.
- Cases and Routines must retain their separate behavior. Targeted route
tests cover this boundary.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, editing, shell
execution, and browser verification. The exact deployed model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 08:09:46 -05:00
DottaandPaperclip 7c7d2d8d2c fix(runtime): continue from saved sources after workspace loss (#16690)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runtime must preserve saved work and prevent duplicate
execution.
> - Older cleanup could destroy a sandbox before its workspace export
finished.
> - The existing recovery controls require either the original sandbox
or recovered original files.
> - Surviving attachments can support a rebuild, but they do not prove
that missing edits were recovered.
> - This pull request adds an explicit reconstruction decision and one
fresh continuation through the normal execution gates.
> - Operators can continue useful work while the original failed run
remains truthful.

## Linked Issues or Issue Description

**What happened?**

A historical failed export can have an accepted result, a prepared
workspace descriptor, and a confirmed destroyed sandbox. Its notice can
also say `new_source_execution_path` and disappear. The task then has
neither a truthful original-file repair path nor a supported
reconstruction path.

**Expected behavior**

Keep the missing-file obligation visible. Let an authorized operator
choose surviving task attachments and record lost work and external
action outcomes. Start one fresh continuation after current execution
checks. Keep the old result and failed export intact.

**Steps to reproduce**

1. Seed a failed native export with a prepared descriptor and an exact
destroyed-lease receipt.
2. Resolve its notice with the historical `new_source_execution_path`
bookkeeping value.
3. Read the task. The baseline hides the hold even though no source
reconciliation exists.
4. With this change, choose **Continue from saved sources** and submit a
reconstruction decision.

Related public work: #16451 preserves healthy warm sessions. #16583
prevents destructive cleanup of unexported work. This change handles
historical source loss that those fixes cannot undo. Searches of open
and closed work found no equivalent reconstruction endpoint.

## What Changed

- Add a board-only reconstruction endpoint with `runtime:manage` and
task visibility checks.
- Validate the exact run, result, descriptor and destroyed lease. Reject
active copyback, competing owners, newer work, stale task status, and
foreign attachments.
- Record attachment hashes, missing work, and external action outcomes.
Preserve the original failed run, accepted result, prepared descriptor
and terminal failure.
- Hold other continuation paths until the durable reconstruction intent
admits its successor. Record that successor in the same transaction and
preserve the retry count.
- Add an operator control that distinguishes reconstruction from
original-file recovery. Update the recovery runbook and capability maps.

## Verification

- Exact baseline source returns no blocker for the destroyed-source
fixture. The same fixture returns a required recovery hold with this
change.
- New real PostgreSQL and assembled API/heartbeat suite: 25/25 pass. It
covers duplicate submissions, lost acknowledgement, context reset,
source identity, task ownership, concurrent execution attachment scope,
later human blocks, deleted sources and agent pause.
- Existing export retry, explicit continuation and recovery-action
suites: 386 cases pass. One new-fixture constraint error in the combined
run was corrected; the full new suite then passed.
- UI recovery suites: 46/46 pass across three files. They cover disabled
actions, loss acknowledgement, failure retention and runtime authority.
- `pnpm -r typecheck` and `pnpm build` pass. The first sandboxed
typecheck attempt could not open the TypeScript IPC socket; the
authorized rerun passed.
- Module boundaries, map checks, token gates and diff whitespace checks
pass.
- OpenAPI route coverage: 21/21 pass. The first CI head exposed a
missing endpoint registration; this head adds the registration and the
focused suite passes.
- Review identified a missing dispatch-time check and an isolated
attachment cache. Both are fixed. Claim and final handoff recheck the
exact successor, sources and current execution gates. A controlled
post-claim operator block prevents the assembled heartbeat from entering
the provider. The shared attachment cache refreshes uploads and removes
deleted selections.
- Final focused run: 180/180 pass across six suites, including
reconstruction, existing dispatch/stale-queue contracts and UI recovery.
- A second review reproduced cancellation by an already satisfied
historical connection card while the task was `todo`. Read-only
connection availability now works before checkout; active-task mutation
checks remain strict. The baseline failed two cases; after the fix all
74 connection and reconstruction tests pass, including revoked access,
pending questions and pending approvals.
- All current-head CI gates pass on
`9d197236da11fa24f1ceadf5589cb2b81179d824`, including general/serialized
tests, Runner, build and browser gates. Greptile is 5/5 for that exact
head with no unresolved threads. The full local `pnpm test:run` is still
running its serial server group; no full local pass is claimed. Live
staging recovery is pending deployment.

## Risks

- Reconstruction cannot restore missing bytes. The operator must
identify surviving sources and actions that must not be repeated. The
agent must verify those attachments before rebuilding.
- This path is limited to exact, confirmed destroyed remote sources with
an accepted result. Retained or uncertain sources keep their existing
repair path.
- No schema migration, credential change, budget increase or
warm-session policy change is included. Normal pause, ownership, budget,
approval and dispatch gates still apply.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution.
The session does not expose an exact backend model ID or context-window
size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-17 22:57:10 -05:00
Dotta f1d925b726 fix(issues): keep workspace restoration failures retryable (#16489)
## Thinking Path

> - Paperclip manages agent work and its saved files.
> - Finished Git workspaces can expire and restore from a saved commit.
> - A task comment must restore a closed workspace before the comment is
saved.
> - Failed restoration returned HTTP 503 and hid the restoration
message.
> - The composer treats 5xx writes as uncertain, so it blocked the draft
instead of offering a clear retry.
> - This change returns a definite rejection before the write and
preserves the restoration message.
> - Users can restore repository access and retry the same draft.

## Linked Issues or Issue Description

Refs #16457 and #16476.

Live acceptance found this gap with a disposable expired workspace and
an unavailable upstream. The saved commit and unique-file control stayed
intact. No fallback workspace or comment was created. The UI still
showed an uncertain comment result because the route returned 503.

## What Changed

- Return HTTP 409 for a rejected workspace rebuild before the consuming
write.
- Preserve the service's safe restoration message in the response.
- Cover rejected comment, comment-update, and checkout paths.
- Document the response and draft retry behavior.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-closed-workspace-routes.test.ts
ui/src/api/issues.test.ts`: 38 passed in 26.80s.
- Route tests assert that failed restoration does not save a comment or
update the task.
- Existing client controls preserve 409 rejections and still treat
network failures and 5xx writes as uncertain.
- `pnpm -r typecheck` and `pnpm build` passed. Full PR CI passed on
attempt 2: [run
38804449401](https://github.com/paperclipai/paperclip/actions/runs/38804449401).
The first attempt timed out in the unrelated fresh personal-AI
connection browser case while waiting for its first reply. Logs and
browser evidence were inspected and retained; only failed jobs were
rerun once, and that shard passed.
- Retained live fixture will verify the error, retry, exact saved
commit, and subsequent persisted work after deployment.

## Risks

Clients now receive 409 instead of 503 for this known pre-write
rejection. They must retry after repository access is restored. The
route uses the service's fixed messages, not raw Git errors. This change
does not alter restoration, authorization, cleanup, or genuine
uncertain-write handling.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and browser tools. The
exact deployment model ID and context-window size are not exposed in
this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change 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
2026-10-15 15:59:31 -05:00
8d9d2f9ddf fix(recovery): preserve deliberate stops and dependency waits
Preserve deliberate assignee blocks and operator stops during dependency and run-release recovery. Attribute native waits to their bound owner. Ignore unrelated edits and shared-workspace exports from another issue. Continue after genuine dependency changes while preserving independently authorized user input.

Keep the original contributor's implementation and review history. Add native ownership, unrelated-edit, later readiness, and shared-workspace regressions. The shared-workspace loop was reproduced before the fix.

Co-Authored-By: Devin Foley <devin@paperclip.ing>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-15 00:18:23 -07:00
976cdc77ed fix(recovery): expose settled holds and their preserved decisions (#16169)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task recovery preserves work when execution or tool outcomes are
uncertain.
> - Automatic recovery can settle its record while keeping replay
blocked.
> - The recovery-actions API omitted those records unless they held
workspace files.
> - Operators and agent tools could therefore see an empty recovery
history for a task that still had an execution hold.
> - This pull request lists those holds and shows their matching
decision in the existing stopped-run notice.
> - Existing stop verification, continuation, and file repair gates
remain in force.

## Linked Issues or Issue Description

**What happened?**

A cancelled or failed task can retain a settled recovery record with
`automaticRecovery.replay: blocked`. The task remains held, but the
recovery-actions API returns no action. The board notice also lacks that
record's decision.

**Expected behavior**

List settled execution holds that still block replay. Let an authorized
board user inspect the current action and run in Recovery details.
Preserve the existing guarded continuation and required-file repair
paths.

**Steps to reproduce**

1. Stop a run whose outcome requires inspection.
2. Let automatic recovery settle its record with replay blocked.
3. Read the task's recovery actions and open its stopped-run notice.
4. Before this change, the action list is empty unless workspace
recovery is required.

**Paperclip version or commit**

This PR includes current master through `66424362a85`.

**Deployment mode**

Authenticated and local deployments with persisted execution recovery
holds.

The original API correction and route regression are by Tao Xie
(@TaoXieSZ). This update preserves those commits and adds the board
inspection path, current documentation, and regression coverage.

Related: #14840 describes controller lease loss. This change exposes
recovery records; it does not change controller lease renewal.

## What Changed

- Include settled execution reconciliation holds with replay blocked in
the company-scoped recovery-actions response.
- Read the matching action from the existing stopped-run notice. Show
its decision under Recovery details, including when active recovery is
empty.
- Reject mismatched historical records in the notice. Bind history to
the current action/run and refresh visible decisions every five seconds.
Keep history read errors visible beside the current guidance.
- Preserve existing run inspection, new-message continuation, and
required-file repair controls. No new reconciliation form is added.
- Update the execution documentation and both recovery capability maps.

## Verification

- Recovery route suite with real embedded PostgreSQL: 80 passed, none
skipped.
- Notice and retry-client suites: 36 passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm check:token-gates`: passed.
- `node scripts/check-maps.mjs`: passed. This checks structure only.
- `git diff --check`: passed.
- Full `pnpm test:run` was started. It is not yet a full local pass.
Initial database tests were affected by missing packaged macOS library
aliases; the aliases were restored in this worktree's dependencies, and
the complete recovery route suite then passed.
- All CI checks passed on `09e4461e4d3a0960a4dc8bc270a2a10c628bf524`,
including the full test matrix, typecheck, build and browser checks.
Optional Storybook jobs were skipped.
- Apex: 5/5 on the same head. Both review threads are resolved; the
reviewer confirmed the existing guarded continuation design.

## Risks

- The API response now includes settled records that still block replay.
Consumers must distinguish a settled record from permission to continue.
- Recovery history is supplemental. A failed history read keeps the
current blocker and guidance visible.
- The UI binds the decision to both the current action and run. It does
not certify tool outcomes or grant execution authority.
- No schema, dependency, telemetry, or runtime admission changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution, assisted with the board inspection and verification
follow-up. The exact serving snapshot ID and context window size are not
exposed in this session. The original API work is retained from Tao
Xie's contribution.

## Checklist

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

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 17:32:35 -07:00
0b0e53029f fix: recover saved workspace results automatically (#15824)
## Thinking Path

- Paperclip preserves accepted agent results before workspace copyback
and result commitment.
- A replaced controller can leave a physical copyback owner receipt
behind. A lost database lock or expired lease cannot prove that its
tar/Git children stopped.
- Infrastructure recovery should belong to the runtime and deployment
harness; task users should not investigate processes or attest shutdown.
- New receipts record the exact deployment. The harness independently
verifies that deployment fully stopped and signs a short-lived proof
bound to the stack, run, owner and deployment.
- The existing guarded reconciler then finishes the same accepted result
without a new agent turn. Legacy receipts retain the documented
administrator API after independent platform verification.

## Linked Issues or Issue Description

**What happened?**

An accepted native result can remain at `workspace_finalizing` with an
abandoned physical copyback owner. Repeated recovery sweeps could
replace specific instructions with advice to start new agent work. The
first version of this PR exposed a shutdown-evidence form in the task;
that asks end users to resolve infrastructure details.

**Expected behavior**

Automatically verify and recover the exact stopped deployment, preserve
the original accepted result and existing approval/monitor waits, and
show only a quiet task status. Unknown or live workers must remain
fenced. Older receipts without platform identity need independently
verified operator assistance through the administrator API.

**Steps to reproduce**

1. Persist an accepted native result and a copyback receipt from a prior
controller.
2. Replace that deployment before workspace finalization commits.
3. Let the normal finalization reconciler revisit the saved result.
4. With a platform-bound receipt and a fully stopped deployment,
recovery should finish automatically. With missing, live, unverifiable
or changed ownership, it must not write files or create another provider
turn.

Related public work: #14402 introduced copyback ownership; #9687 handles
dead-run finalize barriers; #15795 handles terminal stale-run cleanup.
This change addresses an accepted result whose physical copyback owner
prevents commitment.

## What Changed

- Record Railway project, environment, service and deployment identity
on new physical copyback owners.
- Request read-only platform verification from the managed cloud
harness. Require an Ed25519 stop receipt with a disjoint purpose,
configured signing key, exact stack/run/owner/deployment binding and
valid expiry.
- Keep live, unknown, malformed, unavailable and legacy owners fenced.
Compare the whole prior receipt during ownership takeover, under the
existing dedicated advisory lock.
- Persist platform proof and audit automatic takeover. Resume normal
finalization of the same saved result, preserving task ownership,
approved boundaries, monitors and pending confirmations.
- Remove process metadata, shutdown evidence, confirmation checkboxes
and infrastructure-repair forms from task views. Suppress the duplicate
technical owner-recovery card. Show “Restoring saved work…” only from
server-confirmed recovery or queued operator recovery; platform identity
alone shows the operator-assistance fallback. Remove the status when
recovery resolves.
- Share current-task, current-running-execution, accepted-result,
authoritative-reviewer and newer-execution checks between automatic and
operator recovery. Validate after the provider lookup, atomically with
the owner claim, and again before file publication; closed or superseded
tasks cannot start copyback.
- Keep the separately authorized exact-owner API for operator recovery
of legacy receipts, with active-lock, live-controller, stale-result and
newer-execution rejection. Generic dismissal cannot bypass the copyback
fence.
- Replace obsolete form stories with production-backed automatic,
queued, legacy, completed and mobile examples; retain stable suite IDs.
Update the operator runbook and scoped Storybook catalog.

## Verification

- Red/green: new platform-proof tests failed before implementation; the
database takeover regression failed against the original ownership
guard; reduced-UI assertions failed against the original form. All pass
after the changes.
- Passed: 59 physical-owner/finalization database tests using isolated
PostgreSQL, including real reconciler commitment from all three
saved-result phases through both automatic and operator recovery. They
preserve result identity, exact saved file bytes, pending approval and
overdue monitor waits, and create no new run or wake request. Unknown
evidence and changed ownership remain fenced.
- Passed: 162 focused proof, cloud identity, recovery route,
recovery-card and reduced-UI tests.
- Passed: full workspace typecheck and build, final server/UI
typechecks, token gates, and Storybook build.
- Browser inspection: desktop task composition shows only the quiet
status; completed example removes it and retains the approval-wait
message. Mobile shows the existing bottom navigation with no horizontal
overflow. These are fixture UI observations, not live provider
acceptance.
- A companion harness change implements the actual provider check,
signed receipts, server-token authentication and bounded/coalesced
provider reads. Its full typecheck and test suite passed: 3,240 passed,
92 skipped, zero failures. This application alone cannot enable platform
verification.
- The updated full application `pnpm test:run` was stopped after
repeated local embedded-Postgres startup failures; it is not claimed
green. The same affected recovery suites pass against isolated
PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks,
two intentional skips, and successful legacy Snyk status. Greptile is
5/5 with no unresolved findings.
- Global Storybook catalog validation is green: 225 files, 2,224
stories. Its 17 catalog/index tests pass. Master was merged and the
inherited index metadata was reconciled after source review.
- Review correction red/green: two UI and two database assertions
reproduced misleading progress / missing server recovery state; all pass
after server-confirmed state was added. All 153 focused server tests and
68 UI tests pass on the final recovery code, including repeated-sweep
idempotence. Full workspace typecheck/build, token gates and Storybook
build also pass.
- Safety regression red/green: stale-task copyback and publication tests
failed against the previous guard. The final suite covers changes during
proof lookup, closed/cancelled tasks, replaced execution/checkout, newer
and queued legacy runs, reassignment and rejected/unbound results, plus
the real reconciler selecting closed or superseded tasks. Files remain
untouched and no workspace operation starts.
- No staging mutations, deployment, live provider probes or live
production recovery were performed. The three historical receipts lack
deployment identity and still require independent operator proof.

## Risks

Automatic takeover requires the companion harness release and configured
runtime-identity keys. Deploying only this application leaves
unavailable evidence fenced. Legacy receipts are not retrospectively
assigned a deployment identity. An authorized operator can still make an
incorrect attestation through the fallback API; its administrator gate
and exact-owner safeguards remain. Provider history that is missing or
deeper than the bounded lookup defers automatic recovery. Copyback can
still fail under its existing retained-workspace policy.

No migration, telemetry change or cloud provider credential delivery is
required. The companion harness PR also has passing CI and a 5/5 review;
neither branch is deployed.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, browser verification,
tool use and code execution. The exact serving model ID and
context-window size 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-10-13 10:14:45 -05:00
DottaandPaperclip be380ba155 fix(ui): hide agent-created tasks by default (#16157)
Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 09:26:37 -05:00
Dotta 4a641d0980 fix(ui): default human task replies to the latest assigning agent (#15594)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks let agents ask a person for input.
> - The reply composer needs a useful default recipient.
> - A recent comment does not identify the agent that assigned the task.
> - The old fallback can select the person who is writing the reply.
> - This change uses the latest agent assignment and keeps manual
choices.

## Linked Issues or Issue Description

**What happened?**
When an agent assigns a task to a person, the reply composer can select
that person or a different commenter. A data refresh can also replace a
manual selection.

**Expected behavior**
For a task assigned to the current person, select the latest agent that
assigned it to them. If no such assignment exists, use the latest other
commenter. If neither exists, leave the recipient empty. Keep explicit
choices during refreshes.

**Steps to reproduce**
1. Have agent Alpha assign a task to a person.
2. Assign it to agent Beta, then have Beta assign it to the same person.
3. Open the task as that person.
4. Check that the reply composer selects Beta.
5. Select another recipient. Refresh task data. Check that the selection
stays.

Related work: #15091 shares task composer controls. This change fixes
recipient defaults.

## What Changed

- Read real assignment changes from REST and native runner task
activity, in time order.
- Record human assignee fields in native create and reassign activity.
- Ignore unchanged assignment fields and assignments to other people.
- Use the assigning agent before comment hints for human-owned tasks.
- Connect the suggestion to current and classic task composers and
pipeline replies.
- Keep manual selections when suggestions change.
- Add regression tests and document the fallback.
- Use tasks with no assignee in the attachment receipt tests. This keeps
the tests on the comment route. Dismiss announcements through the real
UI.
- Record human and agent assignees in REST creation receipts. Include
child creation in the assignment history resolver.

## Verification

- Focused tests cover assignment order, creation, other recipients,
unchanged fields, fallback, and manual selections.
- Browser fixture uses the real composer and assignment resolver. It
selects Beta and keeps a manual human selection after history refresh.
- Passed: 223 focused tests across four suites.
- Passed: `pnpm --filter @paperclipai/ui typecheck`.
- Passed: `pnpm --filter @paperclipai/ui build`.
- Passed: `pnpm check:token-gates`.
- The initial CI run passed full build, typecheck, Rust, unit tests and
seven E2E shards. The attachment shard exposed tests that relied on the
old self-selection default. The tests now select the recipient
explicitly.
- Native assignment regression tests and resolver tests pass: 40 tests.
- Attachment E2E suite: 10 passed; one page-load timing failure passed
on an isolated rerun. All 11 cases passed across the suite and rerun.
- Previous full CI passed at cc7ed05. New CI must pass on the current
head.
- Latest local checks: 16 resolver tests and 7 workspace policy tests
pass. REST creation audit tests cover both creation routes.
- The latest browser check could not start. The UI build exceeded the
local memory limit (exit 137). Full typecheck, tests, build, and browser
checks will run in CI.

## Risks

- Old activity rows without previous assignment values cannot prove a
reassignment. They use the comment fallback.
- An empty fallback requires the person to choose a recipient or use the
existing no-assignee flow.
- No database or API schema changes.

## Model Used

OpenAI Codex, GPT-6. The session does not expose an exact model build or
context window. Used code editing, shell tools, tests, and browser
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


Final validation at f83f2f6: 55 checks passed. Two optional Storybook
checks were skipped. All browser shards passed. Both review threads are
resolved. Classic attachment tests use the real no-assignee
confirmation.
2026-10-13 00:56:15 -05:00
Devin FoleyandPaperclip 6c198d616e fix(issues): preserve human handoffs from the active agent run (#16082)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks have one owner, and the server records assignment changes.
> - An agent can finish its work by handing the task to a human for
review.
> - The assignment route stops the active run before it saves that
handoff.
> - When the caller is that run, a slow workspace restore can exceed the
stop timeout and prevent the assignment from saving.
> - Recovery can then mark the task Blocked while its comment says the
handoff succeeded.
> - This pull request lets the authenticated legacy run save a human
handoff and finish its turn normally.
> - Other actors and transfers to executable agents keep the verified
stop requirement.

## Linked Issues or Issue Description

Refs #13730. Related: #13782, #14700, and #15094.

**What happened?**

An agent posted its review handoff, then sent `PATCH /api/issues/{id}`
to assign the task to its human creator with status `in_review`. The
route cancelled that same run before saving the assignment. Workspace
restore took 66 seconds. The stop limit is 60 seconds. The assignment
never committed. Recovery marked the task Blocked, and it stayed
assigned to the agent.

**Expected behavior**

The authenticated active legacy run can hand its own task to a human and
finish normally. The human assignment and requested review status must
save without waiting for workspace restore. Native runs, board
reassignment, agent API keys, and transfers to another agent still
require a verified stop.

**Steps to reproduce**

1. Run a legacy agent on its assigned task with a signed run token.
2. Send a task PATCH from that run with a human `assigneeUserId`, a null
`assigneeAgentId`, and status `in_review`.
3. Make stopping the sandbox take more than 60 seconds. Before this fix,
the handoff fails before the task update. With this fix, the update
saves and the run finishes normally.

**Paperclip version or commit**

Reproduced in hosted execution. The patch is based on master at
`56a0bf0d492`.

**Deployment mode**

Hosted authenticated server with a legacy agent in a remote sandbox. The
same route serves local deployments.

PR #13782 proposes a broader exemption for all self-handoffs. This
focused change limits the exemption to human recipients and legacy runs.
It checks the exact active run, agent, company, and task, and it retains
the stop requirement before an executable successor can take ownership.
PRs #14700 and #15094 address later wake and recovery behavior after a
reassignment stop.

## What Changed

- Skip the reassignment cancellation only for an authenticated legacy
run handing its own task to a human.
- Reject later mutations from the outgoing run against its human-owned
task, both in route authorization and under the update transaction
locks.
- Keep assignment permission checks, goal control, and queued human
response protection.
- Add route regressions for slow stops, active-run lookup, actor and
runtime boundaries, recipient types, permission denials, and follow-up
edits, completion, and reassignment.
- Update the real HTTP low-trust handoff test to prove the run stays
alive, its late edit fails, and the human wake receipt remains
invalidated.
- Add Postgres tests for saved assignment, former-owner rejection, and
review state after the outgoing run succeeds or fails.
- Document the handoff rule and update the task feature and agent access
maps.

## Verification

- 328 relevant tests passed across the route, issue service, low-trust
HTTP, and legacy recovery suites. The route suite passed all 160 tests,
and all 13 low-trust HTTP tests passed after updating the obsolete
cancellation expectation.
- Removing the production guard makes both slow-shutdown handoff
regressions fail with HTTP 500.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` passed.
- `git diff --check` passed.
- All 54 current-head checks passed; 2 optional Storybook checks were
skipped. The CI lanes cover the full Vitest suite, typecheck/build,
Runner checks, and product E2E checks.
- Apex reviewed `c68fbfb356c3d80eb7136babb49940709a3c3459` at 5/5 with
no findings; both earlier review threads are resolved.
- The complete test lanes passed in CI. The duplicate local full `pnpm
test:run` was stopped after CI completed; it did not finish locally. All
328 focused local tests and full local typecheck/build passed.

## Risks

- The outgoing legacy turn stays alive after the human takes ownership.
Route and transactional ownership checks reject its later mutations of
the human-owned task. Read and comment access follows normal policy.
Goal control still runs before the handoff.
- This exemption does not apply to native runs or another agent as
recipient. Those paths still stop the old execution before assignment.
- This fix prevents future failed handoffs. It does not infer or replay
old assignment requests.
- There is no schema change or API shape change.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The session does not expose a more specific runtime model ID
or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 20:34:28 -07:00
83e13db8fa fix(inbox): keep automatic recovery cleanup out of personal participation (#16063)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The personal inbox uses issue activity to identify a person's
participation.
> - Issue reads can cancel stale recovery actions and record that
cleanup as the reader's action.
> - This adds unrelated tasks to the inbox and refreshes their activity
timestamps.
> - A workspace owner hold can also alternate between creation and
cancellation after a task finishes.
> - This pull request corrects cleanup attribution, excludes historical
read cleanup, and retains one exact owner hold.
> - Agents can read authorized issue activity to diagnose the same
problem themselves.

## Linked Issues or Issue Description

Refs #15742 excludes logs by the execution-recovery actor from activity
timestamps. This PR covers reader-attributed stale recovery cleanup,
personal inbox participation, exact workspace owner holds, and sandbox
issue activity access. I searched open issues and PRs for recovery inbox
and activity bridge fixes. I found no duplicate for this defect.

**What happened?**

Loading issue lists cancels stale recovery actions under the reader's
identity. The personal inbox treats those rows as user participation.
One completed issue had hundreds of such rows and no edits or comments
by the affected reader. A retained native workspace owner repeatedly
creates a verification action that read projections then cancel. Sandbox
agents cannot inspect the issue activity because the reverse bridge
rejects the route.

**Expected behavior**

Automatic cleanup belongs to the system and does not add an issue to a
reader's inbox. Historical cleanup rows remain auditable but do not
count as participation or recent activity. An unresolved physical
workspace owner keeps one stable verification action. Agents can inspect
activity only for issues their identity may read.

**Steps to reproduce**

1. Finish a task whose native run retains an unverifiable workspace
owner receipt.
2. Repeat workspace recovery checks and GET requests for issue detail,
compact lists, and recovery actions.
3. Observe new recovery action IDs and reader-attributed cancellations
in the activity history.
4. Query the personal inbox for that reader and observe the unrelated
task.
5. From a sandbox agent, request GET /api/issues/:id/activity and
observe Route not allowed.

**Paperclip version or commit**

Observed at f5346c05b9. Regression tests
use current master behavior.

**Deployment mode**

Authenticated hosted instance with native and legacy sandbox agents. The
inbox defect is independent of the adapter.

## What Changed

- Attribute automatic stale recovery cleanup to the recovery system
actor.
- Exclude exact historical read cleanup rows from personal inbox
membership, unread counts, and both activity timestamp queries. Keep all
audit rows and explicit user recovery decisions.
- Retain owner verification holds only while the exact company, run,
issue, and owner fingerprint still match. Apply the same rule to reads
and background recovery.
- Make repeated checks for the same owner hold leave its identity,
attempts, and timestamps unchanged. Keep physical takeover blocked.
- Allow GET issue activity through the sandbox bridge. Keep the existing
company and issue-read authorization and reject broader audit routes.
- Add regressions and update the runtime API and recovery documentation.
Refresh generated source references for the documentation edits. Update
the paired activity, inbox, and recovery maps.

## Verification

- Focused Vitest verification: 315 tests pass across five files. The
updated terminal owner hold regression also passes. The files cover
issue service, recovery routes, activity authorization, sandbox callback
bridge, and native workspace finalization.
- `pnpm -r typecheck` and `pnpm build` pass locally. The full general
and serialized unit test matrix passes in CI on the latest commit. The
duplicate local `pnpm test:run` was stopped after about 30 minutes once
that full CI coverage passed; it did not report a local full-suite pass.
- `node scripts/check-maps.mjs` passes for all paired areas and
capability IDs.
- Apex is 5/5 on commit 44c3787888. Its
access map finding is fixed and resolved. All CI checks are green on
this commit.
- The new regression repeats reads and background sweeps for done and
cancelled tasks. It checks one unchanged hold, zero physical copyback,
zero personal inbox participation, and system cleanup after the exact
receipt is cleared.
- Historical cleanup tests preserve explicit recovery decisions,
nullable metadata, unread counts, and the original audit rows.
- Authorization tests permit an authorized agent and reject
cross-company or issue-boundary reads. Bridge tests reject write
methods, extra path segments, and company-wide audit routes.

## Risks

Existing inbox items can disappear if their only participation evidence
was automatic read cleanup. No data migration or audit deletion is
needed. An unresolved workspace owner remains visible after task
completion; this preserves the physical writer fence. A stale or cleared
owner does not retain the hold. Issue activity access expands only the
sandbox transport allowlist and still uses existing controller
authorization.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
editing, shell execution, and test tools. The session identifies the
model family as GPT-6. A more specific runtime model ID and context
window size are not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <noreply@anthropic.com>
2026-10-12 19:25:15 -07:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: database, shared contracts, server orchestration,
connections, and UI.

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
32745f4e84 feat(issues): keep follow-up parents and show the creation source (#15762)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents delegate work by creating follow-up tasks through the issue
API, the CLI, and the chat `create_task` tool
> - An agent can omit `parentId` when it creates a follow-up from an
ordinary execution task. The API accepts the task as a top-level task.
The task hierarchy does not show where the task came from, even though
the run provenance is recorded
> - The operator must read run history to learn why the task exists.
This is slow and it hides delegated work from the parent task
> - This pull request keeps the parent link for delegated follow-ups by
default, keeps intentional standalone tasks possible, and shows an
access-checked "Created from <task> by <agent>" note on the task page
from the recorded run provenance
> - The benefit is that each agent-created task shows its source without
log inspection, while structural parentage, provenance, and blockers
stay separate concepts

## Linked Issues or Issue Description

Refs #13241 (shows tasks created from a task on the source task page;
this PR shows the reverse direction on the created task)
Refs #9727 (open proposal for creation provenance tracking)

**What existing behavior does this improve?**

Issue creation by agent runs, and the task detail page.

**Subsystem affected**

Server (`POST /api/companies/:companyId/issues`, `GET /api/issues/:id`),
shared types, UI task detail page, CLI `issue create`, Paperclip skill
docs.

**Current behavior**

When an agent run bound to an execution task creates a task and omits
`parentId`, the task is created with no parent. The task page shows no
source. The operator must inspect the run log to find the task that the
agent was working on. The source run and the privacy parent are
recorded, but the UI does not use them.

**Proposed behavior**

- When an agent run bound to an ordinary execution task omits
`parentId`, the server sets `parentId` to that task. The `issue.created`
activity records `parentDefaultedFromRunIssue: true`.
- An explicit `parentId: null` keeps the task standalone. Conversation
runs (chat handoffs), board or user creates, watchdog follow-ups, a run
task the agent may not mutate, a default parent that would cause a
delegation cycle, and a default parent the agent may not create a child
under (for example a protected assignment policy without a grant) also
stay standalone. The server runs the same `tasks:assign` decision with
the defaulted parent in scope before it accepts the default. No request
that succeeded before now fails. An explicit `parentId` is still checked
as before.
- `GET /api/issues/:id` returns `createdFrom` with the source task, the
run, and the agent. The server resolves it from `origin_run_id`, or from
the recorded creation activity for historical rows. It returns `null`
when the viewer may not read the source task or the run, when the run is
from another company, or when provenance is missing.
- The task page shows "Created from <task> by <agent>" in the classic
breadcrumb area and in the streamlined Tasks tab. The note is not a
blocker and it is shown with or without a parent.
- The CLI `issue create` command gets `--standalone`, which sends
`parentId: null`.

**Reason and benefit**

Operators see why a task exists on the task itself. Delegated follow-ups
stay inside the parent task tree, so parent completion and child
wake-ups keep working. Private and cross-company sources stay hidden.

**Breaking changes**

None for the API schema. Agents that create tasks from a run and relied
on the omitted `parentId` to mean "top-level" must now send `parentId:
null` (CLI: `--standalone`). The skill and the spec document this.

## What Changed

- `server/src/services/issue-creation-source.ts` (new): resolves a
task's creation source from the origin run or the creation activity,
scoped to the company, and loads the run-bound task by UUID or
identifier.
- `server/src/routes/issues.ts`: `POST /companies/:companyId/issues`
defaults `parentId` to the run's task when the body omits it (with the
exclusions above) and records the default in the activity log. `GET
/issues/:id` adds the access-checked `createdFrom` field.
- `packages/shared/src/types/issue.ts` and index exports: new
`IssueCreationSource` type and the optional `createdFrom` field on
`Issue`.
- `ui/src/components/task-detail/IssueCreatedFromNote.tsx` (new),
`TaskDetailTasksPanel.tsx`, and `IssueDetail.tsx`: show the creation
source in both task page layouts and count it in the Tasks tab badge.
- `cli/src/commands/client/issue.ts`: `issue create --standalone`.
- Docs: `doc/SPEC-implementation.md`, `doc/CLI.md`,
`skills/paperclip/SKILL.md`.
- Tests: `server/src/__tests__/issue-creation-source-routes.test.ts`
(new), `TaskDetailTasksPanel.test.tsx`, `IssueDetail.test.tsx`.

## Verification

Run the new server route test (embedded Postgres):

```sh
cd server && pnpm exec vitest run src/__tests__/issue-creation-source-routes.test.ts
```

It covers: ordinary delegation gets the parent and `createdFrom`;
explicit `parentId: null` stays standalone but still shows the source;
conversation handoff and board create stay standalone; a would-be
delegation cycle falls back to standalone; a protected source task
without a grant falls back to standalone while an explicit parent still
returns 403; an explicit cycle still returns 409; historical provenance
from the creation activity; missing provenance, a private source for an
outsider, and a cross-company run all return `null`.

Related existing suites that passed locally (11 files, 313 tests):
`issue-created-from-routes`, `issue-create-deduplication-routes`,
`issue-agent-mutation-ownership-routes`, `chat-project-tools`,
`issue-assignee-invokability-routes`, `issue-watchdogs-routes`,
`issue-dependency-wakeups-routes`, `public-mcp`,
`native-runtime/task-creation-backlog`, `issue-access-grants-routes`,
`issue-list-assignee-filter-routes`.

UI:

```sh
cd ui && pnpm exec vitest run src/components/task-detail/TaskDetailTasksPanel.test.tsx src/pages/IssueDetail.test.tsx
pnpm check:token-gates
```

Manual check: as an agent run bound to a task, `POST
/api/companies/:companyId/issues` with only a title. The response has
`parentId` set to the run's task. Open the new task; the page shows
"Created from <task> by <agent>".

The related server suites pass locally (`issue-created-from`,
`issue-create-deduplication`, `issue-agent-mutation-ownership`,
`chat-project-tools`, `issue-watchdogs`, `public-mcp`,
`task-creation-backlog`, `issue-access-grants`,
`permissions-upgrade-boundary`). The full `pnpm -r typecheck`, `pnpm
test:run`, and `pnpm build` were not run locally because the sandbox has
a 4 GB memory limit and the TypeScript compiler is killed on the server
project; the CI gates on this PR cover them.

## Risks

- Behavior shift for agent clients: a run-created task without
`parentId` now becomes a child of the run's task. Clients that want a
top-level task must send `parentId: null`. The watchdog, conversation,
and board paths are excluded, and the default never adds a blocker.
- The default parent inherits the parent's execution workspace, which
run-created tasks already inherited from the run's task.
- `createdFrom` adds one run lookup, one issue lookup, one access
decision, and one agent lookup to the task detail request. It is skipped
when the task has no origin run and no creation activity with a run.
- Privacy: the field returns `null` unless the viewer can read the
source task and the run, so a private source is indistinguishable from
missing provenance.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`), Anthropic, run through Claude
Code in a Paperclip-managed execution workspace with tool use, shell
execution, and a local embedded Postgres for tests.

## 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-10 00:40:08 -07:00
DottaandPaperclip 5cf90417d6 fix(ui): confirm cancellation from monitor cards (#15735)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - A task monitor schedules a later agent check.
> - The monitor card shows when that check will run.
> - The card has no direct control to cancel the monitor.
> - This change adds an X button and a confirmation dialog.
> - The operator can stop the scheduled check from the card.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The monitor card on the task page.

**Current behavior**
The operator must open task properties to clear a monitor.

**Proposed behavior**
Select the X in the top right of the card. Select Keep monitor to leave
the schedule in place. Select Cancel monitor to remove the scheduled
check.

**Reason and benefit**
The operator can cancel the monitor where its schedule is shown.
Confirmation helps prevent an accidental cancellation.

**Breaking changes**
None. The change uses the existing task update API.

## What Changed

- Add an accessible X button at the top right of the monitor card.
- Confirm cancellation before the task update.
- Keep the dialog open with an error if the update fails.
- Preserve the other execution policy settings and refresh the task
after success.
- Reject stale policy writes under the task row lock with an optional
expectedExecutionPolicy snapshot.
- Document the snapshot field and add a database test for stale
cancellation.
- Restrict snapshot requests to policy-only edits before
execution-control actions.
- Add seven route tests for rejected mixed requests and absent policy
updates.
- Keep automatic retry waits separate from monitor cancellation.
- Add component and task page tests.

## Verification

- `pnpm check:token-gates` passed.
- Monitor banner and task page tests passed: 199 tests. A targeted
database test and seven route tests also passed.
- UI typecheck and production build passed.
- Open a task with a scheduled monitor. Select X, then Keep monitor. The
schedule must remain.
- Select X, then Cancel monitor. The card must disappear after the
update.
- Local full build reached the Rust runner build but could not complete
because Cargo is absent. CI must verify the full build.
- Full repository typecheck, build, test suites, and E2E checks passed
in CI for the final commit. Local full checks were limited by missing
Cargo and workspace memory.

## Risks

- Low risk. Cancellation uses the existing company access checks and
activity log.
- A cancelled monitor no longer wakes the agent. The dialog explains
this effect.

## Model Used

OpenAI Codex, GPT-6. The runtime does not expose a more specific model
ID or context window size. Used code editing, shell commands, and tests.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 16:38:04 -05:00
DottaandPaperclip b6b3cb3761 Fix unavailable workspace branches with an inline repair and retry (#15726)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Isolated workspaces must resolve a starting Git ref before an agent
starts.
> - A task can explicitly select a branch that the repository does not
have.
> - The current recovery notice calls this a missing secret and offers
no branch repair.
> - This pull request explains the branch failure and adds a task-scoped
repair action.
> - Operators can correct the branch and request a guarded retry from
the task thread.

## Linked Issues or Issue Description

Related: Refs #11892 added unresolved-ref recovery. Refs #15719 added
bounded failure diagnostics. This change uses that recovery path and
adds its operator repair UI.

**What happened?**

A task that selects `main` in a repository with only `master` stops
before the adapter starts. The task shows a missing-secret message and a
generic retry. Repeating the run cannot fix the stored branch setting.

**Expected behavior**

Explain that the starting ref could not be resolved. Offer a verified
repository default, or let the operator enter a branch. Save only the
task's starting branch and retry its recorded owner through the existing
admission gates.

**Steps to reproduce**

1. Create an isolated-workspace task in a repository with `master` and
no `main`.
2. Set the task's base ref to `main` and assign an agent.
3. Wait for the configuration failure.
4. Use the inline branch repair and confirm the agent completes in a
worktree based on `master`.

## What Changed

- Replace the missing-secret diagnosis for unresolved workspace refs.
Keep uncertain fetch/access failures described as uncertain.
- Read the remote's advertised default branch with the existing Git
credentials and a bounded timeout. Do not guess or silently change the
branch.
- Add an atomic branch repair to the existing recovery resolution
endpoint. Check company access, board runtime permission, incident
identity, current owner, task/project state, dependencies, interactions,
approvals, budget, and active execution before requesting a retry.
- Preserve the effective inherited workspace setup when saving the task
branch override, and attach one repair notice per failed run even when
the incident is reused.
- Bind the shared repair card to the exact recovery notice and failed
run in both task-thread renderers. Validate branch syntax and prevent
duplicate submissions.
- Add Storybook examples, regression tests, and a documented local
acceptance fixture with a real Git repository and process adapter.

## Verification

- Red/green regressions cover the repair endpoint and preservation of
inherited agent setup. The regression failed before each fix and passed
afterward.
- Focused integration suite: 162 tests passed; task-thread/card suite:
230 passed. After review refinements, all 13 repair-route tests, 10 card
tests, 77 recovery-action tests, and the repeated-failure heartbeat
regression passed locally.
- Real browser acceptance passed for suggested-branch and custom-entry
repairs. Invalid syntax left the task blocked. Both valid repairs ran
the authenticated worker in a real isolated worktree and reached Done;
reload preserved the result.
- Repeated failures reused the recovery incident and retained an
actionable notice on the latest run. The inherited-setup journey
verified the provisioned file, agent branch template, worktree parent
directory, and actual Git commit before completing. [Before/after
screenshots](https://github.com/paperclipai/paperclip/pull/15726#issuecomment-6088734666).
- Full local typecheck and build passed; server typecheck passed again
after review fixes. Token gates passed.
- The monolithic local Vitest run was stopped after resource-contention
timeouts and stale assertions. Targeted regressions were rerun; the full
CI matrix passed on final revision
`26c543ff490bec29ddc77a49ee532c7f84fb96dc`. One signoff E2E
worker-cancellation failure passed on a rerun without code changes. The
two opt-in Storybook workflow jobs were skipped; the Storybook journey
was checked manually.
- Repeat the live journey with `tests/e2e/workspace-base-ref/README.md`.
Storybook examples use simulated callbacks and are not the live
acceptance proof.

## Risks

- Default-branch discovery can add up to 10 seconds to an unresolved-ref
failure. Lookup failure leaves manual entry available.
- A valid branch name can still be absent or inaccessible. The retried
workspace preparation remains authoritative and can block again with new
evidence.
- Retry remains subject to normal admission gates. The repair changes
only the task override; it does not alter project or agent defaults.
- No database migration or new dependency.

## Model Used

OpenAI GPT-6 through Codex, with tool execution, repository analysis,
and browser testing. The exact serving variant and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 15:56:14 -05:00
DottaandPaperclip 835a022936 perf(server): wake delivery queues from transaction-aware work signals (#15625)
## Thinking Path

> - Paperclip manages AI-agent work and its delivery to users and
agents.
> - Five delivery queues scan the database even when empty.
> - Each queue already has durable rows; empty polling wastes idle
hosting capacity.
> - Producers can register intent inside their existing database
transaction.
> - Central transaction tracking can wake consumers after the outer
commit without extra caller wrappers.
> - A lost response needs reconciliation against PostgreSQL before an
empty queue is safe to leave idle.
> - This change uses one scheduler for outstanding work and lets
settled, empty queues go quiet.

## Linked Issues or Issue Description

Supersedes the closed #15614. Related idle-safety work: #15522 and
#15599.

**What existing behavior does this improve?**

Delivery scheduling for feedback exports, chat completions, connection
continuations, question answers, and tool-action receipts.

**Current behavior**

Feedback scans every five seconds. Four delivery queues scan on the
heartbeat interval, normally 30 seconds. Startup and some event paths
also scan them.

**Proposed behavior**

Each producer awaits one intent registration before its queue write. The
existing `createDb` transaction boundary tracks nested savepoints and
wakes the consumer after outer settlement. Startup scans restore durable
work. Pending rows, failures, and unresolved transactions retain retry
deadlines. Empty, settled queues have no timer or recurring scan.

**Reason and benefit**

Normal delivery starts after commit. Central tracking removes
caller-specific post-commit plumbing. PostgreSQL transaction status
resolves lost responses without new tables or a permanent uncertainty
latch.

**Breaking changes**

No API or schema changes. The notification scope is one DB owner and its
dedicated child pools. Direct SQL, separate roots, and other processes
require an explicit wake/recovery integration. This path requires
PostgreSQL 14+ transaction-information functions; embedded PostgreSQL
uses 18.

## What Changed

- Add one named-deadline scheduler and app-owned coordinator for five
existing queues.
- Instrument `createDb().transaction()` centrally, including nested
savepoints. Dedicated child connections share their owner's signal
scope.
- Register work before the five queue insert paths. The first
registration obtains the outer XID; unrelated transactions issue no
extra SQL. Tool receipt insertion gains a small transaction around its
existing insert.
- Query `pg_xact_status` only for rejected, tracked transactions. Probe
before scanning the queue. Retain the idle hold while PostgreSQL still
reports an in-progress transaction or the probe fails. Release it after
settlement and reconciliation.
- Remove unconditional delivery recovery scans and caller-specific
completion post-commit actions. Retain the existing task-scoped
completion activity fast path and durable claims.
- Coalesce wakes without postponing an earlier deadline. Retry
outstanding rows and failures; suppress dispatch during idle drain while
allowing transaction and queue reconciliation; suppress both during warm
standby. Cancel deadlines and await active delivery sweeps on shutdown.
- Serialize feedback flushes. Vote routes return after saving. Uploads
have a 30-second deadline and shutdown cancellation; unfinished exports
remain recoverable.
- Document the writer contract and update the dated sleep inventory.

## Verification

- Final head: `a4609956841107ad60c4cb50fe2acb05636b1363`.
- Passed: all final-head hosted checks, with 54 successes and two
intentional skips. The full test matrix, typecheck, build, canary, and
aggregate verification passed in [run
37940948440](https://github.com/paperclipai/paperclip/actions/runs/37940948440).
- Passed: Greptile 5/5 on the same head, with a successful check run and
zero unresolved review threads. The branch is mergeable.
- Passed locally after the final rebase: 50 coordinator, scheduler, and
startup tests; server typecheck; server build.
- Passed locally before the final import-only rebase: repo-wide
typecheck and build; 237 PostgreSQL producer/delivery and database
signal tests; feedback, native-question, and idle-safety regression
tests.
- Real PostgreSQL tests hold transactions open after an injected client
response loss, then commit or abort. They verify that an empty scan
cannot clear an in-progress transaction. Another test terminates a real
backend and verifies recovery without replay.
- Coordinator tests cover an hour with no empty-queue timers,
pending/error retries, worker replacement, concurrent writes,
earliest-deadline preservation, rollback during idle drain, committed
work during drain, standby, and shutdown.
- Local `pnpm test:run` was started and stopped after embedded
PostgreSQL startup failures appeared. It did not finish and is not
reported as a pass. Later local database reruns had skipped suites;
those skips are not claimed as verification. The earlier PostgreSQL
tests did execute and pass, and the final hosted full matrix passed.

## Risks

- One XID query is added per transaction that registers delivery work.
Nested transactions share that ID. Registration must be awaited before
writing; new enqueue paths must follow this contract.
- Work signals are local to a DB owner and its dedicated child pools.
Independent roots, direct SQL, or other processes are not observed.
Startup scans recover already committed rows, but do not fence late
transactions from a previous process. Cross-process ownership and
database failover require separate work.
- A database outage or genuinely unresolved transaction keeps an idle
hold until status can be reconciled. No timer clears uncertainty by
assumption.
- These changes remove five empty polling loops. They do not implement
whole-instance sleep, database teardown, or an external waker. The
earliest deadline covers only the registered queues.
- Waiting tool reviews retain their existing retry cadence until their
receipts can be delivered.
- Feedback vote responses no longer wait for the remote upload. Sharing
consent and the saved vote response are unchanged.
- Real hosting-provider sleep and cost savings have not been measured.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code
editing, and command execution. The runtime did not expose the exact
model revision or context window.

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 10:01:26 -05:00
Devin FoleyandPaperclip f1c44b7b56 Preserve remote work when required workspace restore fails (#15479)
Persist exact source-retention obligations before run finalization and protect them across cancellation, restart and task changes. Require board-authorized repair evidence without replaying old work or changing current task ownership, state or locks. Hide an unavailable retry action and document operator recovery and retention costs.

Validated with 674 scoped regressions, 224 combined integration tests, full typecheck/build, independent safety reviews and green CI with Greptile 5/5. No historical file recovery is claimed.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:29:44 -07:00
DottaandPaperclip 8cfedd7df8 fix(runner): restore task monitors and durable timed waits (#15446)
## Thinking Path

> - Paperclip manages AI agents and their task execution.
> - Agents need a durable way to return to work after a delayed check.
> - The issue monitor scheduler already provides a one-shot wake for an
assignee.
> - Native runners reject generic execution-policy writes and had no
bound monitor tool.
> - Scheduling alone is insufficient because native completion also
needs to accept a timed wait.
> - This pull request adds an authorized monitor tool and connects it to
completion and the existing scheduler.
> - An agent can now schedule its next check, end the run, and resume on
the same task.

## Linked Issues or Issue Description

**What happened?**

A native runner could not set its own task monitor. `call_api` correctly
rejected execution-policy writes, while `schedule_wake` had no
production binding. `paperclip_finish` also rejected monitor waits.

**Expected behavior**

A standard native run can set a one-shot monitor on its current task or
another accessible task assigned to the same agent. After a confirmed
schedule on the current task, it can yield. The scheduler later delivers
`issue_monitor_due`.

**Steps to reproduce**

1. Start a standard native task.
2. Ask the agent to check the task again later and end its current run.
3. Inspect available tools and try the generic issue execution-policy
update.
4. Observe the missing native tool and the lifecycle-write denial.

Related PRs: #14680 concerns monitor notes in the shared wake prompt.
#11919 changes attempt-limit scope. This PR adds native scheduling and
completion authority and retains the existing cumulative attempt bounds.
It does not depend on either PR.

## What Changed

- Add provider-neutral `set_task_monitor` with a default current-task
target, future timestamp, required notes, existing bounds, and explicit
clearing.
- Check company, task visibility, ownership, runtime permissions, work
mode, and active-run authority. Preserve review-only restrictions.
Reject the reserved server-owned quota-recovery name before saving or
accepting a native wait.
- Commit the monitor, audit event, and retry receipt together. Retry
receipts survive a successor run without re-arming cleared or consumed
timers.
- Permit `paperclip_finish` to yield to a persisted monitor. Recheck
ownership and the schedule when committing final disposition. Release
execution without an immediate continuation.
- Preserve due monitors during native execution. Fence wake admission
and consumption against replacement, clearing, reassignment, and
completion. Preserve unrelated review policy.
- Expose scheduled and consumed monitor instructions in task context.
Update provider schemas, Rust validation, generated contracts, and
execution documentation.
- Add an opt-in live Codex smoke script with isolated data and explicit
run/session/runner/process evidence.

## Verification

- Repository `pnpm -r typecheck` and `pnpm build` passed after rebase.
Server typecheck passed again after review fixes. All CI test shards
pass on `3def77b1b`, including runner TypeScript/Rust, server,
serialized server, workspace, and browser tests. All CI gates are green,
including the canary dry run. Greptile is 5/5 on the same commit with
zero unresolved threads.
- The local monolithic `pnpm test:run`, started before the rebase, was
interrupted after current-head CI test coverage passed. It is not
counted as a standalone full-suite pass; the focused local regression
suites passed.
- Targeted server tests cover scheduling, replacement, clearing, policy
preservation, cumulative bounds, cross-run retries, permissions,
provider-neutral discovery, review restrictions, completion authority,
and scheduler/finalizer races.
- Runner contract/catalog/semantic tests and Rust terminal-tool tests
cover the new operation and monitor completion.
- Live Codex test passed twice (latest live run on `e0bcd63e6`) in a
temporary database and workspace, with a 300,000 ms warm window. First
run `67bd7709-c089-4d4a-9d2b-0d6b618a34b0` yielded at
`2026-10-07T13:15:03.274Z`. Second run
`97c323f9-595a-4cc5-a007-db5a2fbb937c` started at `13:15:30.952Z`,
received `issue_monitor_due`, and completed the same task. Exactly one
monitor wake was recorded.
- Both live runs used native session
`7b1dd753-1c9b-4e7a-b22f-a125dbc3748c`, runner
`e90d9a1b-3502-4ee3-b15e-edc024c555d4`, provider session
`01a11680-6d01-70c0-9a55-db7246ed66c3`, and PID `64218` with the same
process start time. This proves warm reuse for that local Codex test,
not only successful scheduling.
- Reproduce the paid live test with `node --import
./server/node_modules/tsx/dist/loader.mjs
server/scripts/smoke-native-task-monitor.ts --run`, with the installed
Codex binary on `PATH` and a valid local login.

## Risks

- The scheduler now defers monitor dispatch while the task has an active
native run. A stuck run still depends on the existing recovery
lifecycle.
- Idempotency uses the existing run ledger; no table or migration is
added.
- Other providers share the tested tool and completion contracts. Only
Codex received a live model test.
- Existing `call_api` lifecycle restrictions remain enforced. Monitor
waits do not bypass task blockers, reviews, or approvals.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and
TypeScript/Rust editing. The session does not expose the exact deployed
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 08:41:24 -05:00
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
DottaandPaperclip faa8e452c7 fix(tasks): stop repeated reminders for historical questions (#15392)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task questions remain saved so a person can answer them later.
> - The composer moves an old question into history after a newer human
message.
> - Native completion still treated every pending question as a required
response.
> - This caused agents to demand an old answer after the person moved
work forward.
> - This pull request shares the historical-question rule across context
and task execution.
> - Agents can finish verified work while the original question remains
answerable.

## Linked Issues or Issue Description

Refs #15229, Refs #14613, Refs #13130.

**What happened?**

An agent repeatedly asked a person to answer a question that had moved
into feed history. Completion feedback explicitly told the agent to
request a response. The saved pending row also blocked task completion.

**Expected behavior**

A question before newer human direction remains answerable in the feed.
Its pending state alone must not require another reminder or stop
completed work. A new input blocker, an approval, or a configured review
stage must keep its gate.

**Steps to reproduce**

1. Let a task agent create an ordinary question.
2. Dismiss the question and send a newer task message.
3. Let the agent finish the requested work and submit its completion
report.
4. Observe a demand to answer the old question and a retained completion
gate.

## What Changed

- Add one company-scoped predicate for historical questions. Only later
human comments count. Exclude agent attribution, run attribution, system
notices, and untrusted source data.
- Apply the predicate to completion feedback, native waits,
finalization, commit validation, retry validation, blocked routing, and
successful-run handoff.
- Include question classification and guidance in heartbeat context and
both native task-context tools. Add the guidance to fresh and resumed
task prompts.
- Replace automatic reminders for current ordinary questions with
instructions to assess the real blocker, continue independent work, and
withdraw obsolete questions through the existing API.
- Preserve historical question rows during completion while cancelling
their live native source runs through the existing post-commit and
recovery paths. Let an authorized human answer them after completion
without reopening work or creating a response wake. Preserve
cancellation, current-input, approval, permission, credential,
connection, and review gates. Add no dismissal storage or migration.
- Document the rule in the execution contract and agent skill. Refresh
generated capability source anchors. Add database-backed status,
context, attribution, and governance regression tests.

## Verification

- `pnpm build` passed. The server rebuild also passed after the
lifecycle fix. Generated capability contract and inventory checks passed
after the agent documentation update.
- `pnpm -r typecheck` passed. Final `pnpm --filter @paperclipai/server
exec tsc --noEmit` also passed after the last test additions.
- Lifecycle and interaction regressions passed: 224 tests in 3 suites.
Context and prompt tests also passed. Final historical-question cases
passed (33 tests), native cancellation/recovery cases passed (6 tests),
and the existing interaction/confirmation suites passed (72 tests). The
full local `pnpm test:run` was attempted and stopped after more than two
hours with unrelated fixture/hook timeout failures; it did not pass. All
52 successful GitHub checks are green on the latest commit, including
the complete test matrix; no checks are pending or failing. Greptile is
5/5 and both review threads are resolved.
- Regression cases cover the old-question/new-human-message sequence,
final task status, answering after completion with no wake, live-run
cancellation and crash recovery, current input blockers, both
task-context tools, API context, timestamp precision, attribution
boundaries, and protected gates.

## Risks

- A later human task message makes an earlier ordinary question
historical even if its input is still missing. The agent must identify
the current blocker and ask only for information that still prevents
work.
- Browser dismissal remains a local preference. Dismissal without a
later human message is not recorded by this change.
- No schema change or data migration. Completion retains ordinary
historical questions; cancellation still expires them. A completed task
accepts historical answers only from an authorized human and creates no
response-delivery outbox row. Governed requests retain their gates.

## Model Used

OpenAI Codex, GPT-6, with repository editing, code execution, and
browser diagnostics. The exact deployment model ID and context-window
size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:33:13 -05:00
DottaandPaperclip 2d0c138122 Expand direct assistant MCP tools for work and configuration (#15380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - The existing assistant connection can read work and create tasks or
comments.
> - It cannot edit tasks, exchange files, or manage normal agent and
project settings.
> - These operations must retain the person's permissions and
Paperclip's execution rules.
> - This pull request adds an explicit operation registry and separately
consented configuration access.
> - Assistants can manage work without receiving credentials or runner
authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: assistant MCP, domain routes, consent UI, storage, and
Product E2E.

**Problem or motivation**

A connected assistant cannot update tasks, maintain documents, attach
files, or configure existing agents, projects, and skills. Users must
leave the assistant for these routine actions.

**Proposed solution**

Add named tools and a restricted API registry to direct connections.
Require separate configuration consent. Reuse domain routes and retry
receipts. File uploads save the attachment when the byte transfer
succeeds.

**Alternatives considered**

Arbitrary REST forwarding would expose administration and credential
operations. Runner impersonation would bypass execution ownership.
Separate upload completion calls add unnecessary client state.

**Roadmap alignment**

Checked ROADMAP.md and related MCP pull requests. This extends the
human-authorized connection from #14933. It does not replace the runner
or introduce agent impersonation.

Companion Cloud routing and directory isolation:
https://github.com/paperclipai/paperclip-cloud/pull/678.

## What Changed

- Add task editing, finish/block, documents/revisions, deliverables,
agent settings/instructions, projects/repositories, and skills/files.
- Add an allowlisted API search/call registry with identical field
restrictions, scopes, and retry identities.
- Add unchecked configuration consent. Existing write grants retain
their current authority.
- Add hashed, expiring file transfer tickets and atomic upload receipts.
No completion call is required.
- Preserve company boundaries, human attribution, active native
execution ownership, and execution review gates.
- Add protocol/domain tests, consent stories, and eight paid Product E2E
workflows.
- Repair two CI fixture races: await cold route setup before assertions,
and wait for asynchronously loaded connection copy. Both fixture suites
pass (24 + 48 tests).

## Verification

- Consent revision: one write-access checkbox controls requested work
and configuration permissions in browser and device flows. All 16
consent tests, UI typecheck/build and token gates pass. Updated
interactive stories cover default approval, opt-out and viewer
restrictions. The paid browser helper uses the new exact label. Real
GPT-5.4 Mini Product E2E passes 2/2 at
`64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission
denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic
retries, cleanup passed; $0.04149375 estimated assistant cost plus
unpriced worker usage. Raw results, usage and source fingerprints are
retained in the worktree. UI and Product E2E typechecks pass.

- Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks
pass; two optional Storybook checks skip. Greptile 5/5 on that head, no
unresolved review threads. Final consent head
`64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing
and Greptile 5/5 with no unresolved threads. The unchanged Cursor
sandbox test had one 10-second timeout, passed in local isolation, and
passed its single CI rerun; the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37554106934).
The existing chat retry-denial browser test had one visibility failure;
its single rerun passes, and the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37542735691).

- Full workspace `pnpm -r typecheck` and `pnpm build` pass at final
runtime source `b2196fae1`. UI token gates pass.
- 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests
pass, including one-connection PostgreSQL OAuth and concurrent upload
retries.
- Paid Product E2E: all eight expanded cases qualified across Mini,
Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell
timed out before application startup. Final affected-case qualification
passes 9/9 on all three models with grader v16, including the failed
cell. Automatic retries disabled; failures, costs, source hashes and
independent durable-state/file assertions are retained in [the
verification
record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md).
- Actual Codex CLI, Claude Code and OpenCode clients completed local
reads/mutations. Codex wrote a report, Claude updated it in a later
conversation, and OpenCode uploaded/downloaded a file with matching
SHA-256 and registered the attachment. Revoking the CLI grant rejects
subsequent bridge initialization.
- Butter staging is verified on final runtime `b2196fae1`
([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)).
A fresh OpenCode workspace fetched the copied invitation, configured
remote MCP, started OAuth and reached real consent with configuration
unchecked. Invalid transfer tickets return 403 through Cloud. Human
approval for the new persistent staging grant is pending; hosted
task/file success is not yet claimed. The final transaction fix is
deployed.
- Full local `pnpm test:run` passed 15,614 general-server tests but
stopped on two macOS timeouts. The heartbeat test passed in isolation;
the existing 40,000-file Git stress fixture timed out again. Its Linux
CI lane passes. Later local full-suite phases did not run after the
timeout; this is not an all-green local full-suite claim.
- Instructions and security limits are in `doc/public-mcp.md`; the saved
plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`.

## Risks

- This expands the experimental direct MCP surface. Explicit schemas and
domain permissions must stay synchronized.
- Migration 0311 adds transfer tickets and upload receipts. Expired
orphan cleanup must not remove committed attachments.
- Configuration requires a new consent request containing that scope;
the single write-access choice controls it alongside work mutations.
Refreshing an old grant does not add it.
- The public directory keeps its original ten tools through the
companion Cloud change.
- Hosted consent/work proof remains the final delivery gate. The PR
stays draft while approval of the new staging grant is pending; code
checks and review are green. Merging is a separate action.

## Model Used

OpenAI Codex (GPT-6, tool use and code execution). The exact serving
model ID and context window are not exposed in this session. Paid
evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001;
claude-sonnet-4-6.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:29:58 -05:00
DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 11:48:53 -05:00
DottaandPaperclip cc67d4e1d8 fix: preserve steering and recover stopped task conversations (#15015)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task conversation must let a user guide a running agent and resume
stopped work.
> - The active run owns its input protocol, even when the user changes
the next model or effort.
> - Queue delivery waits for a provider receipt, which must be able to
persist during the request.
> - A stopped startup also needs a clear user action that passes normal
task admission.
> - This pull request fixes steering delivery, makes queue actions
immediate, and restores explicit continuation.
> - The benefit is a responsive conversation that can recover without
losing saved input.

## Linked Issues or Issue Description

**What happened?**

A queued message could change from Steer to Interrupt while a native run
prepared. A steer request could wait on its own database lock and fail
to deliver. A stopped startup could then leave the conversation without
a working Retry or message continuation. Interrupt also waited for the
server and showed a toast.

**Expected behavior**

The active run keeps its input protocol. Steer delivers input to that
run. Steer and Interrupt clear the submitted queue rows and show the
input in the conversation immediately. Failed delivery restores the
latest queue with an inline error. An eligible stopped run offers Retry,
and authenticated user input can start a fresh turn through normal task
admission.

**Steps to reproduce**

1. Start a task with a native Paperclip Runner.
2. Change the selected model or effort while that run prepares.
3. Queue a message and press Steer.
4. Observe the provider receipt and queue state during the request.
5. Stop a startup before its provider process begins, then try Retry or
send a new message.
6. Repeat queued delivery with a legacy runner and press Interrupt.

**Paperclip version or commit**

Reproduced on the parent of this branch, `59c07ede7`.

**Deployment mode**

Authenticated private deployment. The fixes also cover local task
conversations.

Related work: Refs #12834, Refs #13354, Refs #13275. The open refactor
in #13160 moves the same queue route; it does not fix the receipt lock
or stopped-run continuation addressed here.

## What Changed

- Select queue behavior from the active run's immutable dispatch and
runtime resolution.
- Leave the run row unlocked during provider acknowledgement, then lock
and read it before merging the receipt.
- Retain queued input if the target run stops during that wait. Keep
inline delivery errors visible after empty queue updates.
- Permit exact Retry and authenticated continuation after verified
native startup cancellation. Preserve pause, approval, budget,
ownership, and process-stop gates.
- Carry undelivered native queue input into a fresh turn once the old
execution is confirmed stopped.
- Show Steer and Interrupt input in the conversation and clear submitted
composer rows immediately. Restore the latest queue inline on failure.
Remove delivery toasts.
- Keep optimistic delivery stable across stale polls, empty queues, and
paginated history. Preserve classic Interrupt error handling.
- Document recovery and optimistic delivery behavior. Add regression
tests across server, shared queue projection, and UI boundaries.

## Verification

- Red-green regression tests reproduced the queue protocol, receipt
lock, stopped-startup continuation, and optimistic delivery failures.
- The focused server route, continuation, queue, and runner boundary
suites passed during implementation.
- The queue-route suite passes with 78 tests. The three complete
conversation UI suites pass with 347 tests.
- UI typecheck, production build, and `pnpm check:token-gates` pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass. The local
monolithic `pnpm test:run` is still running; remote CI verifies the
complete suite on the latest commit.
- All CI gates pass on `bd9031ad56abfcde13d13a13488c1b9217c2fd3a`,
including the full test shards, runner verification, browser E2E,
typecheck, release registry, and canary dry run.
- Greptile reports 5/5 for that commit. Both review threads are
resolved.

## Risks

This changes queue display and explicit continuation admission. The UI
must restore rejected delivery without losing other-session edits. The
server must preserve concurrent provider result updates and must not
resume a process whose stop is uncertain. Focused tests cover these
boundaries. This change has no database migration.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser 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 not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 22:07:14 -05:00
DottaandPaperclip d034ba7491 fix(interactions): derive question storage from canonical forms (#14946)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents request human input through durable issue interactions.
> - A question form has a canonical presentation and a compatibility
storage format.
> - The creation API required agents to write both formats.
> - Tool guidance told agents to split text and choice questions across
those formats.
> - This pull request accepts one complete canonical form and derives
storage fields on the server.
> - The benefit is a complete question card with stable answer and retry
behavior.

## Linked Issues or Issue Description

Related work: Refs #13630 and #14430. PR #13630 addresses the display of
historical partial forms. This change fixes creation and keeps the check
that rejects conflicting new forms.

**What happened?**

A question save supplied three compatibility questions and one canonical
text question. The API correctly rejected the incomplete canonical form.
The Runner's tool description encouraged this split. Sending only a
complete canonical form also failed because the API required
compatibility questions.

**Expected behavior**

An agent sends one complete `payload.questionSet` with every text and
choice question. Paperclip derives `payload.questions` for storage and
answer compatibility. Existing legacy requests remain valid. Explicitly
conflicting dual forms remain invalid.

**Steps to reproduce**

1. Call `paperclip_request_human_input` with `interactionKind:
"questions"`.
2. Send `payload: { version: 1, questionSet: ... }` with a required text
question and a required choice question.
3. The old API rejects the missing compatibility questions. With this
change, it stores both questions and preserves the canonical form.
4. Retry with the same idempotency key. Confirm that only one
interaction exists.
5. Submit both answers. Confirm that the normal resolver and
continuation rules apply.

**Paperclip version or commit**

The branch is based on `cf8ad63c8`. The problem affects the native
Runner and the interaction creation API.

**Deployment mode**

Server deployment with the native Paperclip Runner. Integration tests
use the real interaction service and an embedded test database.

## What Changed

- Add one shared canonical-to-storage projection. Reuse it for native
harness question requests.
- Accept canonical-only question creation at the shared validator and
server boundary.
- Export the input type and update the plugin SDK and its RPC contract.
- Advertise a typed, complete question form in the live and scenario
tool schemas.
- Enforce canonical text and custom-answer constraints before ordinary
or native resolution. Preserve harmless display whitespace.
- Run regex matching in isolated workers with a deadline and resource
limits. Both answer paths await the result before persistence. Saved
native delivery uses the validated answer without taking another worker
slot.
- Update agent guidance and generated Runner contracts.
- Test mixed forms, option-ID collisions, retries, answers, legacy
requests, and conflicting forms.

## Verification

- Interaction service, HTTP route, native bridge, and Runner authority
suites: 221 tests passed after correcting an obsolete tool-description
assertion.
- Shared validator, plugin SDK, CLI, and UI compatibility suites: 67
tests passed.
- Runner core tool-contract suite: 20 tests passed. AJV validates live
and scenario schemas.
- Final review regressions: 172 shared, service, native bridge, and
authority tests passed. These cover text length, pattern, numeric
limits, whitespace, custom option IDs, and historical pending cards.
- Runner session suites: 67 tests passed. Published example tests: 4
tests passed.
- Server typecheck and the shared/server builds passed after the
compatibility fixes.
- Final delivery verification: 35 response-delivery tests passed. The
native delivery regression proves saved answers do not enter pattern
workers; server typecheck and build passed.
- Pattern security and answer-flow verification: 205 tests passed after
repairing the child fixture loader. These cover pathological matching,
event-loop responsiveness, worker concurrency, slot cleanup, HTTP
routes, native delivery, and the full helper in a child process.
- `pnpm -r typecheck` passed on the bounded-worker revision.
- `pnpm build` passed on the bounded-worker revision.
- All 55 GitHub checks passed on `fe457af`; four optional jobs were
skipped. An unchanged Cursor adapter test timed out once in CI, passed
locally, and passed on one failed-job rerun.
- Reviewers can send the canonical-only mixed form above and verify that
the saved interaction contains both canonical and compatibility
questions.

## Risks

- The creation API accepts a new input shape. Stored rows and answer
contracts keep the existing shape.
- The shared projection must preserve synthetic free-text option IDs.
Collision and native round-trip tests cover this behavior.
- Historical partial rows remain readable. New conflicting dual forms,
including written-answer mismatches, remain rejected.
- Existing pending cards retain the written-answer paths offered by
their stored options. Canonical text constraints still apply.
- Ordinary answers now enforce declared canonical constraints before
persistence. Invalid answers leave the card pending.
- Regex validation has a one-second deadline and a four-worker capacity
limit. A complex pattern or capacity error leaves the card pending with
a validation error.
- No database migration or change to company authorization is required.

## Model Used

- OpenAI GPT-6 through Codex. The session exposes the GPT-6 model
family; its exact runtime model identifier and context window size are
not exposed. Used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 14:21:11 -05:00
DottaandPaperclip 4039d4f06b fix(auth): allow scoped low-trust work and owner-chat instruction edits (#14870)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents must work within their assigned scope.
> - Task creation currently rejects these agents before checking
assignment permission or scope.
> - Persistent instruction saves also reject direct requests from
authorized chat owners.
> - This PR checks the requested action and its recorded authority
instead of denying all such work.
> - Agents can organize permitted work and follow their owner's
instruction-edit requests while outside work stays restricted.

## Linked Issues or Issue Description

**What happened?**

Low-trust agents cannot create self-assigned tasks or subtasks, even
within their allowed scope. An authorized user also cannot ask an agent
in their own Agent Chat to update its managed `AGENTS.md`. Agent-folder
collection can hide the permission rejection behind a generic save
failure.

**Expected behavior**

Allow task creation when assignment permissions and project or root-task
scope permit it. Allow instruction self-edits during authenticated
owner-chat execution, subject to the user's current edit permission.
Outside tasks, subtasks, connector messages, and peer agents do not
inherit that instruction authority. Explain the actual denial when a
save fails.

**Steps to reproduce**

1. Configure an active agent with `low_trust_review` and a project or
root-task boundary.
2. Ask it to create an in-scope task assigned to itself, or a subtask of
its own task.
3. As a user with permission to configure that agent, ask it in your
Agent Chat to update its managed `AGENTS.md`.
4. Observe blanket permission denials rather than action-specific
checks.

**Paperclip version or commit**

Rebased onto master at `8ec4b84e1`. This is a core authorization change,
independent of adapter choice.

**Deployment mode**

Authenticated server. Regression coverage uses the server services, HTTP
routes, native tool authority, and embedded PostgreSQL.

Related work: #14775 adds human-directed task execution. #13599 concerns
instruction-path configuration; this PR leaves that configuration
restricted. #11988 proposes separate active-review instruction
protection. #10693 reports unclear authorization denials on a different
API surface.

## What Changed

- Apply task-assignment checks to both HTTP creation routes and native
task creation, including unassigned work. Preserve low-trust policy and
source attribution on the created task and its initial plan.
- Allow self-assigned decomposition within the permitted project or
root-task tree. Resolve workspace-derived project scope before
authorization, and reauthorize existing tasks before duplicate detection
returns them. Keep cross-project and peer-assignment checks.
- Derive instruction self-edit authority from the accepted run identity
and authenticated owner-message wake. Recheck current permissions at
save time. Bind retries to the same request and chat session.
- Reject inherited instruction authority from outside tasks, subtasks,
plugins, connectors, stale sessions, cancelled runs, and peer edits.
- Surface permission errors in instruction and agent-folder save
receipts. Tell chat agents to explain the rejected action and the
specific restriction.
- Update the low-trust policy and implementation documentation.

## Verification

- All 297 tests in 11 focused server suites pass after the rebase. These
cover owner-chat saves, private copies, warm agent directories, reset
and retry boundaries, permission revocation, task creation routes, and
native tool authority.
- After review fixes, all 126 tests in the four affected
authorization/chat suites pass. Workspace scope regressions and 146
existing creation/ownership/workspace-route tests also pass.
- The final duplicate-task and CI fixes pass all 39 tests across
chat-project tools, duplicate creation, environment-selection guards,
and assignee-invokability routes. The duplicate-task test reproduced an
unauthorized response before the fix and verifies denial plus permitted
reuse afterward.
- `pnpm --filter @paperclipai/server typecheck` passes after rebasing;
`pnpm --filter @paperclipai/server exec tsc --noEmit` also passes after
the review fixes.
- `git diff --check origin/master...HEAD` passes.
- Final head `7e73270b86748792649e4ae6fbc6879f73b42b73`: all 54 checks
passed, with two expected skips and no pending or failed checks. This
includes builds, typechecking, the full test matrix, end-to-end tests,
runner verification, the canary dry run, and security scans.
- Greptile is 5/5 on that exact head, with no unresolved review threads.
This change has not been deployed to staging.

## Risks

This changes authorization behavior. The instruction exception must not
become an inherited task permission. The check uses server-owned
execution records, requires the agent's own chat and instructions, and
keeps normal protected-change and responsible-user checks. Saves fail
closed when current provenance or permission is missing. Owner chat
grants a turn-scoped capability; the server does not classify the
message intent or require approval of the exact new file bytes. Prompt
injection within an authorized owner-chat turn remains a model-level
risk. This is the requested owner-chat trust boundary, without a new
per-edit confirmation flow. No database migration or broad trust-preset
change is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, shell tools,
and test execution. The exact runtime model ID and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 15:42:40 -05:00
DottaandPaperclip 0829d94af2 fix(auth): derive low-trust human direction from existing execution records (#14775)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust review contains work that may include hostile input.
> - Its default intake boundary currently blocks direct human chat and
tasks outside that boundary.
> - Human direction should authorize the assigned work while preserving
containment.
> - Existing conversations and execution requests already identify
direct human instructions.
> - This pull request derives exact-task authority from those records
and the current assignee.
> - The agent can perform that work without gaining access to unrelated
tasks or privileged tools.

## Linked Issues or Issue Description

**What happened?**

A low-trust agent with a project boundary rejects its owner's direct
Agent Chat before provider execution. Human-assigned tasks outside that
project fail the same check.

**Expected behavior**

An authorized human can talk to the agent or assign it a task. The exact
task runs with its existing sandbox, credential, and tool restrictions.

**Steps to reproduce**

1. Enable Agent Chat and isolated workspaces. Configure a sandbox agent
with low-trust review scoped to an intake project.
2. Send the agent a direct board chat message, or assign it a
projectless task.
3. Observe `low_trust_boundary_mismatch` before execution.

Related: #14766 adds private task directories for repo-free low-trust
execution. It is now merged into master and included in the branch base,
so CI and staging verify the combined behavior.

## What Changed

- Derive owner-chat access from existing conversation identity.
- Derive exact-task access from the existing human requester and
server-owned request origin, including coalesced requests. Plugin and
external sender attribution do not authorize work.
- Follow existing `retryOfRunId` database links for automatic
continuations, checking company, agent, and task throughout; cancelled
ancestors cannot grant authority.
- Require a live run and current assignment. Preserve sandbox,
credential, privileged-tool, responsible-user, and quarantined-output
checks.
- Retain board backlog assignments in existing request records without
starting execution. Reassignment cancels old human requests in the
common service transaction, including plugin writes; late settlement
cannot revive them.
- Add real database and HTTP coverage for request provenance, retry
ancestry, cancelled runs, concurrent reassignment, spoofing, and
containment. Document the rule.
- Preserve legacy board assignment requests through their existing
source, reason, and human requester.
- Use the existing wrapped-error helper for concurrent chat-question
idempotency; a deterministic race test reproduces the CI failure before
the fix and passes after it.
- No new schema, migrations, or user-identity fields. Existing requester
columns hold attribution.

## Verification

- Passed the focused database, policy-retention, HTTP, and reassignment
tests locally. The HTTP test creates a task through the real board route
and checks the resulting persisted wakeup before exercising agent reads,
comments, mutations, and review handoff.
- Database tests hold a reassignment transaction open to verify coherent
authorization before and after commit, with a two-connection pool. They
cover retries, coalesced requests, cancelled ancestry, invalid
cross-company/agent/task links, cycles, and forged attribution.
- Full local `pnpm -r typecheck` and `pnpm build` passed on the final
commit (`d107c26df`). [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/36815589542)
passed: 54 successful checks, two expected skips, including all eight
browser-test shards. Greptile is 5/5 on this exact commit with no
unresolved threads. Local tests were targeted; the full test suite ran
through CI’s test matrix.
- The revised HTTP suite passed all 13 tests; database authorization
tests passed all 11, including legacy compatibility and late watchdog
settlement; the backlog route contract passed all 3 tests. Another 102
tests covering durable chat admission, wake queues, and Cursor execution
passed.
- All 90 interaction-service tests passed with both create calls
deliberately held until their optimistic reads complete, forcing
duplicate-key recovery. That forced race failed before switching to the
shared wrapped-error helper.
- Previous staging proof covered owner chat and projectless task
persistence. The simplified revision has not been redeployed; that
earlier proof is not claimed for the new implementation.

## Risks

- This is an authorization change: only the live run's exact task
qualifies, and normal responsible-user restrictions still apply.
- Existing request and retry records are authoritative. Merely naming a
responsible/originating user or an external connector sender does not
qualify.
- Reassignment invalidates existing human request records
transactionally. A cancelled run or request cannot regain authority when
the task is assigned back.
- Ordinary task exceptions require server-owned origin or the legacy
board assignment source/reason/actor combination. Existing owner chats
use conversation identity.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository tools, code execution,
and browser testing. The runtime does not expose a more specific model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 09:45:18 -05:00
DottaandPaperclip 018993140f feat: let agents name prompt-only tasks (#14761)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users create tasks with a title and a description.
> - A required title adds work when the prompt already explains the
request.
> - An agent can name the task once it reads that request.
> - This pull request accepts prompt-only tasks and starts them with a
short prompt slice.
> - A scoped title tool lets the assigned agent replace that slice early
without changing execution state.
> - A live browser eval checks the real agent call, saved title, audit
entry, and preservation of user titles.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: task creation, shared contracts, database, server, runner
tools, and board UI.

**Problem or motivation**

Users must currently write a title before they can submit a detailed
task prompt. The agent has enough context to write a useful title
itself.

**Proposed solution**

Make the title optional when a description is present. Save the first
120 characters of the normalized prompt as a provisional title. Ask the
assigned agent to call `set_task_title` early. Use an atomic
provisional-title guard to preserve titles supplied or edited by users.
Keep explicit titles supported.

Related: #14543 and #14556 concern empty-title submission. This change
intentionally enables that submission when a prompt is present, instead
of requiring a title.

## What Changed

- Add the `titleNeedsGeneration` field with an idempotent migration.
Keep existing titles unchanged.
- Add `PUT /api/issues/:id/title` and the native and legacy
`set_task_title` tool. Enforce company access, active-run ownership,
shared, bounded retry receipts across native/HTTP calls, and
transactional audit logging. Refresh external-object links after commit,
with the same feature gate and plugin detectors as ordinary title edits.
- Add early naming guidance in Standard, Ask, and Plan task context.
Preserve the description, status, and assignment.
- Allow prompt-only root and child task creation, plus draft restoration
in the New Task dialog. Keep user titles supported.
- Add an opt-in Product E2E suite for prompt-only Standard and Ask
tasks, plus an explicit-title control. It checks actual provider calls
within the first five tools, persisted state, audit attribution, and the
reloaded UI.
- Preserve a closed vocabulary of API key maintenance phrases in
declared prose while rejecting opaque credential suffixes. Add one
bounded naming retry after wording is rejected, without treating the
rejected call as a saved title.
- Repair the native cleanup receipt check exposed during full
verification: accept matching input digests, retain legacy input checks,
and reject conflicting receipts.

## Verification

- Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: **3/3
passed** with native Codex `gpt-5.4-mini`, first attempts only,
automatic retries disabled. Standard and Ask each saved “Rotate expired
API key” on their first tool call, with matching persisted state and a
single same-run audit entry. The explicit-title control retained its
user title with zero title writes. All three verified the reloaded
browser UI.
- Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns
are retained separately; they exposed credential-prose handling and
prompted the naming recovery fix. No failed result was regraded or
deleted.
- Reproduce with `pnpm test:e2e:runner -- --id
task-titles.runner-codex-mini.local.prompt-title-standard --id
task-titles.runner-codex-mini.local.prompt-title-ask --id
task-titles.runner-codex-mini.local.preserve-explicit-title
--max-automatic-retries 0` and an authorized provider key.
- Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit.
The runner build used the configured external eval source tree.
- Product E2E unit suite: **61 files, 818 tests passed**; E2E typecheck
and UI token gates passed.
- Title API/native regressions cover prompt-only and explicit child
creation, user edits, ownership/company isolation, external reference
refresh, cross-surface retry replay, and the 64-key limit without
receipt eviction. All passed. Prompt-context coverage: **44 tests
passed**.
- Rust credential regressions: **35 tests passed**, including benign
maintenance qualifiers and opaque credential rejection in every declared
prose field. Catalog/report reconciliation: **28 tests passed**. Native
recovery: **560 tests passed**.
- Broad local `pnpm test:run`: **14,555 tests passed** in the general
server group; two suites failed to initialize embedded PostgreSQL and
the existing 40,000-file Git streaming stress test exceeded its
300-second macOS timeout. All three suites then passed in isolation (**5
tests passed**) without code or timeout changes. The original full local
command exited nonzero and is not being represented as a clean full run.
- Latest-head GitHub checks are green: **53 passed, 4 skipped, zero
failed or pending**, including all test shards and the canary packaging
dry run. Greptile reviewed the same commit at **5/5**, with zero
unresolved review threads.

## Risks

- The additive database field must reach the server and UI together. The
migration uses `IF NOT EXISTS` and defaults existing tasks to a final
title.
- Title generation depends on the assigned agent running. Tasks without
a run keep their provisional title.
- Live qualification covers the native Codex path in Standard and Ask
modes. API/legacy and Plan behavior have deterministic coverage.
- The credential-prose exception validates the entire suffix against a
closed maintenance vocabulary. Unknown suffixes, assignments, quoted
values, credential prefixes, and diagnostics retain strict checks.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact deployment ID and context window are not exposed in
this session. The live eval uses the native Codex `gpt-5.4-mini`
profile.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 16:48:24 -05:00
DottaandPaperclip 3c561642b4 fix(chat): resolve approvals and preserve unanswered questions (#14613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents ask for decisions and optional details through cards in chat.
> - A clear approval in a message can leave the matching card pending.
> - An unanswered question can also block an unrelated later reply.
> - Decisions need a saved source message, while optional questions need
to remain answerable in history.
> - This pull request records conversational decisions and lets users
move on from questions and answer them later.

## Linked Issues or Issue Description

**What happened?**

Native Claude and Codex could act on approval in chat while the original
approval card stayed pending. Pending question forms stayed above the
composer, were absent from history, and could suppress later chat
replies. A late native question answer could wait for a finished run to
reconnect.

**Expected behavior**

The active agent records a clear approval or refusal against the exact
card and user message. Ambiguous replies do not grant consent. Users can
send another message without answering a question. The question remains
pending in history and can be reopened and answered later. The saved
answer reaches the agent.

**Steps to reproduce**

1. Ask an agent to propose work with a confirmation card, then approve
it in chat.
2. Check that the original card records that approval before work
starts.
3. Ask an interactive question, send an unrelated message, and reload.
4. Open the unanswered question from history and submit an answer.

Related work: #14408 added completion delivery. #14607 tests completion
reporting turns. Neither records conversational answers on approval
cards.

## What Changed

- Add a confirmation endpoint backed by a user comment, with schema
validation, OpenAPI discovery, and native Plan-mode access. Ask mode
remains read-only.
- Check company, active run, actor, current session, message provenance,
revision, and resolver policy. Save the decision and audit in one
transaction. Retries do not repeat effects. Emit resolution telemetry
after commit.
- Give fresh and resumed chat turns the actual pending confirmation
identities. Teach agents to save clear conversational decisions before
acting and to clarify ambiguity.
- Keep unanswered Agent Chat questions as compact history entries. A
newer user message closes the old form. Question cards never contribute
to composer pending counts or navigation, including after dismissing a
fresh form. The history card is the sole reminder; clicking it restores
that exact form and draft.
- Preserve Agent Chat questions when later messages or questions arrive.
Historical ordinary inputs no longer gate later chat replies.
Current-run requests, task execution, and governed approvals keep their
gates. Remove the special acknowledgement-publication proof helpers that
this rule replaces.
- Route answers to finished native runs through durable fresh-wake
delivery, with existing idempotency and source-question context. Settle
late replies against contiguous completed conversation turns and freeze
their history replay; failed, unhandled, and newly arriving messages
remain actionable.
- Add real-component Storybook scenarios, database and UI regressions,
and a three-turn native Claude/Codex E2E case. Capture distinct,
UI-ready screenshots and report the individual assertions.

## Verification

- Focused decision/publication/UI regressions after merging master: 288
passed; subsequent UI draft, failed-send, and conversation checks: 199
passed.
- Native question and durable delivery regressions: 106 passed,
including all four terminal run states and exactly-once late delivery.
Seven targeted regressions fail against the original implementation and
pass with the fix.
- Latest conversation/decision/native-delivery regressions after the
master merge: 121 passed. Covers completed progress, missing or failed
intervening turns, new messages during a late reply, stale sessions, and
frozen retry/replay boundaries. Four new assertions fail before the
ordering fix.
- E2E support suite after the master merge: 792 passed. Negative
controls reject expired cards, wrong questions/answers, stale or missing
replies, unrelated clarification forms, and unexpected tasks.
- The embedded-browser walkthrough caught one additional defect:
dismissing a fresh question still showed a composer badge. Both Cancel
and close-button regressions failed before the fix. The fix at
`65f2ade12` passes 170 chat-thread tests and 792 E2E support tests.
After merging master, 232 chat-thread/confirmation tests, server/UI
typechecks, and token gates pass. The preview and two-provider live E2E
pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at
that commit. All 55 checks are now successful at `e5512a206` (four
conditional checks skipped), including the aggregate verification gate
and clean-install canary test. The first attempt was interrupted by
simultaneous CI worker shutdowns; one failed-job rerun passed without
code changes.
- [Published
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on):
nine real-component scenarios. Manually exercised move on, reopen,
preserve draft, answer later, answer one of multiple questions, and a
custom mobile answer in the embedded browser. Retested fresh Cancel and
close-button dismissal in the updated build, then reopened and submitted
the preserved Green selection and inspected its answered receipt. Static
preview has no live model/backend; its callbacks are fixture responses.
- [First live
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/)
reproduced the late-answer completion-state defect on both providers
despite correct saved answers and acknowledgements. It also exposed a
valid imperative clarification rejected by the old oracle. Both issues
are fixed with regression controls; this failing run is retained as
evidence.
- [Four-cell
qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/)
passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous
confirmation, each on native Claude and Codex. Inspected saved state,
source-message decisions, visible cards, and agent replies. Both
late-answer chats settled to waiting; no unrequested tasks were created.
[Final branch
rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/)
passed 2/2 at `142630720`: the same unanswered-question journey after
merging master, plus an additional screenshot and browser assertion for
the actual late-answer acknowledgement.
- [Composer-reminder
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/)
passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each,
with explicit no-badge assertions before and after reload. Inspected
saved pending/answered state, both screenshots with a clear composer,
and actual Blue acknowledgements; all five behavioral matchers passed
per provider and neither created tasks. Cost coverage is partial; this
is bounded workflow qualification.
- [Fresh-dismissal
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/)
passed 2/2 at `e5512a206`: native Claude and Codex, including fresh
Cancel, clear composer, reopen, unrelated message, reload, late Blue
answer, and actual agent acknowledgement. All five behavioral matchers
pass per provider. Inspected the fresh-dismissal screenshots and saved
pending/answered identity; neither created tasks. Cost coverage is
partial (4/6 runs).
- Prior evidence remains available in [the earlier
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/).
Its early loading screenshot and overwritten final capture prompted the
UI-ready, distinct screenshot fixes.

## Risks

- The model interprets intent. The server verifies permission and
provenance; it does not infer consent from text. Ambiguous and unrelated
replies are not approvals.
- Historical questions can accumulate. They remain visible, pending, and
answerable; no automatic answer or expiry is invented.
- The change to completion gates is scoped to Agent Chat and ordinary
historical inputs. Current-turn and governed approvals retain their
existing controls.
- Live qualification is limited to the selected stories. Broader native
onboarding finalization remains separate work.
- No database migration. Telemetry adds no fields or values; the
contract and README document the commit boundary. Privacy review was
requested on the PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser-test orchestration. The exact model ID and
context-window size are not exposed to 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>
2026-09-30 11:46:46 -05:00
DottaandPaperclip 0e5830887b perf: reveal task content sooner and parallelize issue reads (#14727)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - A task page must show saved replies quickly so a person can read the
work.
> - The title could appear while the conversation waited for unrelated
metadata and transcripts.
> - Thread requests also waited for enriched task details, while the
server read several independent fields in sequence.
> - This change shows saved content as soon as it is ready, starts
thread reads earlier, and runs independent server reads together.
> - Native event history takes priority over legacy log fallback, and
mentioned tasks load on intent.
> - Content-free timing spans make the remaining server delays visible
without recording task content.

## Linked Issues or Issue Description

**What happened?**

Task titles and properties appeared quickly, but saved conversation
content stayed hidden for several more seconds while metadata and run
transcripts loaded.

**Expected behavior**

Saved replies and the task description should be readable without
waiting for supporting history. Returning to a cached task should show
content within a frame or two.

**Steps to reproduce**

1. Open a task with saved comments and completed runs.
2. Delay the task activity and runs responses by five seconds in the
browser.
3. Observe whether saved content remains hidden until those responses
finish.
4. Navigate away and return to the task to check cached navigation.

**Paperclip version or commit**

The change was developed from `1b48e73e0` and rebased onto `44736c9c7`.

**Deployment mode**

Built from source, tested in an authenticated staging deployment and
with local response replay.

Related: #14667 overlaps the transcript reveal behavior and adds
separate retry UX. This PR also changes navigation prefetch, parent
metadata gates, native log fallback, server read scheduling, and timing
spans. #12647 proposes a separate SQL predicate optimization in the runs
service. #13597 and #13095 are earlier loading fixes.

## What Changed

- Start activity and runs when the task page mounts, alongside task
details and comments, using the route reference for shared query keys.
Hover/focus prefetch does not start full history reads.
- Reveal saved comments and descriptions while metadata and transcripts
load. Preserve strict waits for linked-comment navigation and tasks with
only runtime content.
- For settled native runs, fetch legacy logs only when event history is
empty or fails. Preserve live-log subscriptions for queued and running
native runs. Fetch mentioned-task details on hover or focus.
- Run independent issue-detail enrichment and run metadata reads in
parallel while preserving recovery dependencies.
- Add `Server-Timing` phases and opt-in OpenTelemetry spans, plus
regression tests and observability documentation.

## Verification

- **313 tests passed** across the initial seven focused component,
cache, timing, and scroll suites. After review fixes, **313 tests
passed** across five task-page, cache, prefetch, and live-transcript
suites (`pnpm exec vitest run` with `--maxWorkers=1`; these sets
overlap).
- `pnpm -r typecheck` and `pnpm build` passed locally before the final
UI-only review fixes. UI typecheck/build and `pnpm check:token-gates`
passed after those fixes. The final commit also passes full typecheck
and build in CI.
- The full local Vitest run was attempted. Several unrelated embedded
PostgreSQL fixtures failed to start, and parallel test workers hit
timeouts. Focused reruns passed. A later local full-suite rerun was
stopped after the complete CI suite passed; it is not claimed as a local
full-suite pass.
- Final commit `d1e147145`: **54 checks passed, 2 skipped**, including
all server/workspace test shards, all eight browser E2E shards, full
build/typecheck, Runner checks, release registry, and canary
clean-install verification. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/36734642034).
Greptile **5/5** after two reviews; both findings fixed and all review
threads resolved. No merge conflicts.
- Live browser tests on an existing task with two saved replies: median
full reload to visible content fell from **1.92 s** (3 samples) to
**1.40 s** (5 samples). Cached return fell from **421 ms** (1 sample) to
**29 ms** (3 samples). These are observed samples, not a performance
guarantee.
- With activity and runs delayed by five seconds, saved content appeared
in **1.38 s** on desktop and **1.33 s** on mobile. The inspected comment
did not move when metadata arrived. Verified history expansion, task
properties, pending-input navigation, dashboard return, and mobile
layout.
- A separate local replay with fixed responses reduced visible-content
time from **5.12 s** to **2.15 s**. This isolates frontend behavior and
is not a live-server benchmark.

## Risks

Progressive history can change the thread after first paint. Existing
anchor behavior is retained and covered by tests and delayed-response
browser checks. Query aliases must stay aligned for invalidation.
Parallel reads can increase short bursts of database work; dependent
recovery operations remain ordered. Full reloads still depend on network
and task-detail latency.

No schema or authorization change. OpenTelemetry remains disabled
without an operator endpoint. The added spans use a closed set of phase
names and carry no task IDs, task content, or exception text.

I checked `ROADMAP.md`; this is a performance fix within the existing
task page.

## Model Used

OpenAI GPT-6 in Codex. The runtime does not expose a more specific model
ID or context-window size. The agent used reasoning, code editing,
terminal tools, and Chrome performance profiling.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 10:26:28 -05:00
DottaandPaperclip 1b48e73e0b feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat already provides a persistent conversation with each
agent.
> - Its shortcuts share the primary navigation and do not give chats a
dedicated place.
> - People need to find agents, start a chat, and switch conversations
without moving the page layout.
> - This pull request adds a secondary chat sidebar and a landing page
around the existing chat surface.
> - The same conversation, composer, history, and context panel remain
in use.

## Linked Issues or Issue Description

Refs #13283 and #13420. This extends the existing experimental Agent
Chat navigation after review of the component and page stories. It
supports the CEO Chat roadmap item through the existing task-backed
conversation model.

**Subsystem affected**

The board UI and the company-scoped conversation list API.

**Current behavior**

Chat shortcuts sit inside the primary navigation. There is no dedicated
landing page with a searchable conversation list. A separate landing
header also moves the sidebar when an agent is selected.

**Proposed behavior**

Show a Chat entry in primary navigation. Keep a searchable agent sidebar
beside the chat content. The plus button starts or reopens the current
user's single conversation with that agent. Keep the header and sidebar
in the same positions before and after selection.

**Reason and benefit**

People can find agents and return to persistent conversations without
leaving the chat area or creating duplicate chats.

**Breaking changes**

The experimental chat navigation changes. Explicitly adding a chat now
resolves its conversation immediately. Direct visits to unused agent
chat URLs remain read-only. The existing per-agent routes and message
contracts remain compatible. No database migration is required.

## What Changed

- Add an account- and company-scoped conversation list endpoint with the
existing access checks, feature gate, and OpenAPI entry.
- Add the live secondary sidebar, landing page, avatars, search, loading
states, errors, and retry controls.
- Make the agent picker wait for chat creation and display failures.
Existing agents reopen the same conversation. A dismissed selection
cannot close a reopened picker or navigate over a newer choice.
- Preserve recent-activity ordering and terminated agents’ chat history.
Scope live list refreshes to the current user’s conversation events. A
failed historical-agent lookup leaves healthy chats usable and offers a
focused retry.
- Keep the sidebar and header stable across chat routes. Keep mobile
selection in the navigation drawer.
- Use the production components in Storybook. Prepare the theme and
mobile viewport before mounting the page to avoid the startup flash.
- Update product documentation, the design guide, and navigation tests.
Replace old browser expectations for stars and recent shortcuts with
persistent conversation and layout coverage.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
after rebasing onto master.
- Focused UI tests pass, including 105 sidebar, picker, and live-update
checks after review fixes. The 33 conversation service and route tests
and 10 OpenAPI checks pass, including ownership, feature gating, and
concurrent creation.
- The full local test run passed 14,163 server tests before three
environment or timeout failures. The embedded Postgres startup,
connector socket, and native runner failures all passed direct reruns.
- Browser test-drive verification covers a real provider reply, add and
reopen, persisted history after reload, no-match search recovery, mobile
drawer dismissal, and top-aligned context panels.
- Browser measurements confirm that the sidebar has the same position
and dimensions on the landing page and an agent conversation.
- Storybook builds and its add-and-reopen interaction passes.
- The revised browser regression passes locally against a freshly built
throwaway instance. It covers stable sidebar geometry, add/reopen
uniqueness, drafts, search, history, and terminated-agent history after
reload. The full CI browser suite also passes.
- Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54
completed checks pass, including the complete server/workspace/browser
suites, aggregate verification, build/typecheck, security scans, and
canary packaging. The two Storybook jobs are skipped by their workflow
conditions. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/36714052050).
- Greptile reviewed this same commit at 5/5 with no remaining actionable
findings; all review threads are resolved.
- Reviewer path: enable Agent Chat, click Chat, use plus to choose an
agent, send a message, switch away, and reopen that agent. One
conversation must remain, with its history intact.

## Risks

- The new sidebar lists persistent conversations instead of starred and
recent shortcuts.
- Chat creation is asynchronous. Errors stay visible in the picker, and
delayed responses cannot navigate into a previous company or account.
- The shell adjustment is limited to chat routes and preserves the
existing conversation implementation.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The session does not expose the exact API model ID or
context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#123` / `Refs #123` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:35:32 -05:00
DottaandPaperclip 2de43fc909 fix(issues): keep agent mentions as context and defer personal app authorization (#14577)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each task has one assignee. Explicit assignment and review requests
select who should act.
> - An agent mention started another agent on a task it did not own.
Native attachment staging then rejected that run.
> - Allowing that run through startup could also let two agents work on
the same task.
> - Mentions should identify relevant context. They should not start
work or forward comments to other tasks.
> - A personal app installed on a shared agent must also wait until tool
use to resolve the current user's grant.
> - This pull request removes mention dispatch and keeps missing
personal app credentials from blocking startup.

## Linked Issues or Issue Description

**What happened?**

A native agent mentioned on another agent's task failed with
`paperclip_runner_attachment_staging_not_authorized`. The source task
could already be complete. A nearby optional-app warning was a separate
problem: personal app tools were excluded when their shared health state
required attention.

**Expected behavior**

An agent mention is context only. It does not wake the agent, take
ownership, or copy a comment onto another task. Normal feedback still
reaches the assignee. Assignment and explicit review requests still
dispatch work. An unavailable personal app does not block startup or
produce a startup warning. Tool use requests the current user's
authorization and never uses another user's grant.

**Steps to reproduce**

1. Assign a task to agent A. Post a comment that mentions agent B,
including a comment that closes A's task or references B's child task.
2. Confirm the comment retains its agent link and B receives no run or
deferred wake. A can still receive normal feedback.
3. Install an active personal MCP connection on B. Give only Alice a
grant and leave shared health at `error`.
4. Explicitly assign work to B for another user. Confirm it can finish
without using the app.
5. Ask B to use the app. Confirm its tool call shows an inline
connection request for the current user.

Related work: Refs #11144. This change uses the existing execution-time
personal grant resolution.

## What Changed

- Remove mention dispatch from standalone comments and issue updates.
Remove implicit forwarding of parent comments to a mentioned worker's
child task.
- Ignore new requests with the legacy mention wake reason before
creating a run or deferred request. Preserve already accepted queue
entries, which can combine assignments and feedback with a later
mention.
- Remove the native mention admission, staging, and finalization
exceptions from this PR. Native task ownership checks remain intact.
- Keep active, installed personal app tools available despite shared
health errors. Remove optional-app startup warnings. Tool execution
retains the current user's grant and policy checks.
- Update agent instructions and product/API docs. Refresh generated
capability source anchors.

## Verification

- Red: comment-route regressions reproduced extra agent wakes and child
comment forwarding. A separate regression proved that cancelling by the
last coalesced reason could drop an accepted assignment.
- Green: the targeted route, wake queue, heartbeat, workspace,
responsible-user, MCP discovery, and HTTP gateway suites passed. The
final queue and heartbeat rerun passed 104 tests, the restored queue
adapter passed 56, and both comment-route suites passed 135. These
include accepted assignment preservation, rejection of new mention
requests, and normal assignee feedback.
- `pnpm -r typecheck` and `pnpm build` passed locally. The full local
`pnpm test:run` attempt was interrupted for review/CI fixes, so it is
not claimed as a completed local pass. It exposed a cleanup timing race
in the concurrent-mention assertion, now fixed and verified across 10
repetitions. CI also exposed an obsolete test waiting for the removed
mention lookup; it was reproduced and fixed, then both comment suites
passed. Final full-suite verification is through CI.
- Final head `bd9ea4cb05a8f081c54e017760a8999f9ea6ef44`: 54 checks
passed, 2 Storybook checks intentionally skipped; no pending or failing
checks. Full CI includes general and serialized suites, all 8 browser
shards, runner verification, typecheck, build, and canary dry run.
Greptile is 5/5 on this exact commit, with no unresolved findings.
- One unchanged Cursor adapter test hit its 10-second CI timeout. All 5
tests in that file passed locally; one retry of its CI shard passed all
674 tests (3 skipped). The aggregate verification gate then passed. No
code or timeout was changed for that retry.
- Live browser check: inserted a structured mention with the picker on a
human-owned task. The saved link remained visible. Database checks found
zero new runs and zero wake requests.
- Live Codex runner check: explicitly assigned that task with the
unavailable personal app attached. The run succeeded and committed
completion without using the app or creating a connection card.
- Live browser follow-up: asked the assignee to call PostHog and
mentioned another enabled agent as context. Only the assignee ran. It
succeeded and displayed the existing inline connection card. Only
Alice's grant existed; the run belonged to a different user.
- The HTTP regression covers tool discovery with no provider calls or
connection cards, first use returning the current user's authorization
request, and successful retry after that user's grant exists.
- App checks use an isolated local fixture and a fake MCP provider. They
do not use production app credentials.

## Risks

- Intentional behavior change: workflows that used mentions to wake
agents must use assignment, a bounded child task, or an explicit review
request.
- Already accepted queue entries retain their prior rules. An old entry
can combine assignment or feedback with a later mention; its last reason
cannot safely identify mention-only work. New mention requests create no
run or deferred wake.
- Personal apps with a shared health error remain discoverable. Actual
tool use still requires the responsible user's grant and existing policy
gates.
- No database migration or public API schema change.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact serving model ID and
context-window size are not exposed in this session.
- Live native-run verification used `gpt-6-astra` through the Codex
provider.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 12:49:01 -05:00
DottaandPaperclip 83076d7e7c feat: return completed handoffs to Agent Chat (#14408)
Return completed Agent Chat handoffs through a durable outbox and scope each generated update to its supplied tasks. Add recovery, browser delivery, result access, and calibrated quality coverage.

Validated with two consecutive ten-case Claude/Codex campaigns, all CI checks, and a 5/5 review.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-29 10:25:52 -05:00