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d53fa727e1 |
docs: use a supported agent role in role examples (#16449)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Every agent has a role, and the API only accepts the values in `AGENT_ROLES` (`z.enum(AGENT_ROLES)` in `packages/shared/src/validators/agent.ts`) > - The board-operator guide, the API docs and the agent-facing API reference are where operators and agents learn which role values to send > - They name `manager` as a role, but `manager` is not in `AGENT_ROLES`, so creating an agent with it is rejected with `invalid_value` > - This pull request replaces the unsupported value with supported ones in the guide and in the two places that show the same invalid value in an example > - The benefit is that the documented role values match what the API accepts ## Linked Issues or Issue Description - Fixes: #15687 ## What Changed - `docs/guides/board-operator/managing-agents.md`: the Role list now reads `ceo`, `cto`, `pm`, `engineer`, `researcher`, etc. (`pm` replaces the unsupported `manager`). The next bullet already says Reports to is the agent's manager in the org tree, so the hierarchy is still described and no extra wording was added. - `docs/api/agents.md` and `skills/paperclip/references/api-reference.md` (two examples): the same invalid value appeared as `"role": "manager"` in response examples for an "EngineeringLead" / "VP Engineering" agent. Changed to `cto`, which is a supported role and fits those examples. These are single-word changes made so the documented examples do not contradict the guide. - Left alone on purpose: ordinary uses of the word "manager" in prose (reports-to wording, AWS Secrets Manager), the "Worked Example: Manager Heartbeat" heading, the planning docs under `doc/plans/`, and a code test fixture (`ui/src/components/RoutineOverview.test.tsx`). - No code, validation or enum change; no new role. ## Verification - Before: the guide lists `manager`, and `AGENT_ROLES` (`packages/shared/src/constants.ts`) is `ceo, cto, cmo, cfo, security, engineer, designer, pm, qa, devops, researcher, general`, with no `manager`; the create validator uses `z.enum(AGENT_ROLES)`. - After: every role value named in the changed lines (`ceo`, `cto`, `pm`, `engineer`, `researcher`) is in `AGENT_ROLES`. `git diff --check` is clean. `pnpm-lock.yaml` is unchanged. - This is a docs-only change (3 files, 4 lines), so I did not run the test suite and did not add a test; there is no docs lint script that runs without installing dependencies. - To check by hand: send `POST /api/companies/{companyId}/agents` with `"role": "manager"` (rejected with `invalid_value`) and with `"role": "pm"` (passes role validation). ## Risks - Low. Documentation only, no runtime behavior change. - `cto` in the two example responses is a judgment call for the "EngineeringLead" / "VP Engineering" sample; any supported role would also be valid there. The two extra files are example-only and can be dropped if a maintainer prefers this PR to touch only the guide. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Implementation: Anthropic Claude Sonnet 5.5 (`claude-sonnet-5-5`), medium reasoning effort, with tool use and code execution through Claude Code. Context window not reported by the runtime. - Coordination and this description: Anthropic Claude Sonnet 5.5 (`claude-sonnet-5-5`). - Independent review of the exact head: OpenAI Codex `gpt-5.6-sol`, medium reasoning effort, read-only, no findings. - The issue was picked by an automated screening agent; a human contributor directed the work and owns the change. ## 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 - [ ] 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: Claude Sonnet 5.5 <noreply@anthropic.com> |
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e9828f8bf4 |
fix: reuse saved model connections during agent setup (#13161)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent setup connects each agent to a model provider. > - The organization can already hold subscription logins and API keys. > - The simplified setup flow did not consistently offer those saved credentials. > - This pull request restores reuse and selects a saved connection by default. > - Agents keep secret references, so reuse does not copy or rotate credentials. ## Linked Issues or Issue Description Related change: #13011. Searched public issues and PRs; no duplicate fix found. **What happened?** Onboarding and new-agent setup could ask for a new API key or sign-in despite an existing saved connection. A general environment auth signal could also be mistaken for the owner's saved Claude subscription. **Expected behavior** Offer saved credentials from the selected organization. Default to a saved subscription when one exists. Otherwise select a saved API key. Keep the option to enter a new key or sign in to another account. **Steps to reproduce** 1. Save a Claude or OpenAI API key, or complete a supported subscription login. 2. Add another agent with the same provider. 3. Open the provider connection step. 4. Check whether the saved credential is available and selected. **Paperclip version or commit** Reproduced on |
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fd2f82ac5b |
[codex] Add built-in Hermes adapters (#8543)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent adapters are the boundary between the control plane and the runtimes that actually do work. > - Hermes support needs to be available as first-class local and gateway adapters while still preserving the adapter-manager override path for external packages. > - The adapter work touches runtime execution, UI adapter metadata, onboarding prompts, scoped credentials, release packaging, and smoke coverage, so the handoff needs concrete verification rather than only unit tests. > - This pull request adds built-in Hermes local and Hermes gateway support, keeps external adapter overrides compatible, and documents/tests the gateway flow end to end. > - The benefit is that operators can hire Hermes-backed agents without a manual plugin install, while self-hosted installs can still override/shadow the built-ins through Adapter manager packages. ## Linked Issues or Issue Description No public GitHub issue exists for this exact Hermes built-in adapter, gateway onboarding, and release-source work. Problem description: - Hermes local and gateway adapters need a public, reviewable source path in the monorepo so package artifacts and built-in adapter behavior match the application source. - Operators need built-in `hermes_local` and `hermes_gateway` adapter choices without losing the ability to install external Hermes packages as overrides. - Gateway onboarding needs secure defaults for API server URLs, API keys, and generated agent setup text. - Hermes-originated task bridge credentials need narrower API-key scope configuration. - Related public PRs found during duplicate search include #3027, #2363, #7544, #7950, #8095, and #8543. ## What Changed - Added the unified Hermes adapter package with local and gateway server/UI/CLI exports, config schemas, transcript parsing, model detection, and package metadata. - Registered `hermes_local` and `hermes_gateway` as built-in adapters across shared constants, server registries, CLI packaging, and UI adapter registries. - Kept the external adapter override path compatible so installed Hermes packages can shadow built-ins and restore the built-in parser when disabled. - Added Hermes gateway onboarding docs, board-operator docs, Docker smoke assets, and shell smoke harnesses for join/e2e validation. - Added scoped task-bridge API-key support, authorization checks, issue-origin handling, and tests for Hermes-created Paperclip tasks. - Hardened gateway transport and redaction behavior for API keys, headers, session data, and smoke diagnostics. - Updated release packaging/bootstrap checks for the Hermes packages while leaving `pnpm-lock.yaml` out of the PR per repository policy. ## Verification Targeted local verification recorded before PR handoff: - `pnpm --filter @paperclipai/hermes-paperclip-adapter exec vitest run src/gateway/server/execute.test.ts` — 14/14 passed. - `pnpm test:hermes-gateway-smoke` — 6/6 passed. - Hermes package typecheck/build checks passed. - Focused server/UI adapter tests passed — 31/31. - Release helper Node tests passed — 18/18. - `git diff --check origin/master..HEAD` passed. Fresh Docker E2E smoke evidence: - Ran `pnpm smoke:hermes-gateway-e2e` on 2026-06-26 with a fresh state directory and fresh Docker container against a live Paperclip dev server. - Hermes direct execution reached `completed`. - Hermes stop/cancel path reached `cancelled`. - Hermes gateway created a Paperclip task, Paperclip ran the Hermes agent, and the task reached `done` with the expected marker response. - Temporary board auth keys, token files, smoke state, and Docker containers were cleaned up after the run. PR checks on head `b5eae40ce`: - GitHub Actions passed: `policy`, `review`, `Typecheck + Release Registry`, all general test shards, all serialized server shards, `Build`, `Canary Dry Run`, `e2e`, and aggregate `verify`. - External checks passed: Snyk and Socket Project Report. - External Socket Pull Request Alerts remained pending after the first-party CI matrix completed. ## Risks - Medium risk: this spans adapter registration, package publishing, gateway execution, onboarding docs, API-key scoping, and UI adapter metadata. - Migration risk is low: the scope-config migration adds a nullable column and does not rewrite existing keys. - Gateway execution depends on operator-provided Hermes API configuration; the smoke covers the Docker gateway path but real deployments may differ by network/auth setup. - Direct Greptile review on the latest expanded diff is file-count limited, although the commitperclip review gate passed. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent, tool use enabled in a local repository workspace. Context window size is not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Commitperclip review gate is green; direct Greptile review is file-count limited on the latest expanded diff - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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11ff24cd22 |
docs: fix adapter type references and complete adapter table
- Fix openclaw → openclaw_gateway type key in adapters overview and managing-agents guide - Add missing adapters to overview table: hermes_local, cursor, pi_local - Mark gemini_local as experimental (adapter package exists but not in stable type enum) - Update "Choosing an Adapter" recommendations to match stable adapter set Co-Authored-By: Paperclip <noreply@paperclip.ing> Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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6a101e0da1 | Add OpenCode provider integration and strict model selection | ||
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09d2ef1a37 |
fix: restore docs deleted in v0.2.3 release, add Paperclip branding
- Restored docs/ directory that was accidentally deleted by `git add -A` in the v0.2.3 release script - Replaced generic "P" favicon with actual paperclip icon using brand primary color (#2563EB) - Added light/dark logo SVGs for Mintlify navbar (paperclip icon + wordmark) - Updated docs.json with logo configuration for dark/light mode - Fixed release.sh to stage only release-related files instead of `git add -A` to prevent sweeping unrelated changes into release commits Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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28bf5e9e9b | chore: release v0.2.3 | ||
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cabd16bc70 | docs: sync docs and skills updates from backup branch | ||
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02dc46e782 |
docs: add external documentation site content
Add structured documentation covering quickstart, architecture, core concepts, API reference, adapter guides, CLI commands, deployment options, and operator/developer guides. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |