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Author SHA1 Message Date
DottaandPaperclip 11921075a4 Add first-task onboarding skill and Runner E2E coverage (#13517)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The first task helps a new user define and approve useful work.
> - That workflow needs reusable instructions and tests against the
production experience.
> - Native Codex and Claude must load the assigned skill, including
after resume.
> - Maintainers need recorded conversations and precise failed checks to
judge regressions.
> - This pull request adds the first-task skill and a suite in the
shared Runner E2E harness.
> - It keeps behavior results separate from informational quality scores
and incomplete recordings.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The first onboarding task and the Runner E2E report used to review it.

**Current behavior**

Onboarding embeds its policy in a hidden brief. Native Codex drops the
skill-instructions setting at the Rust boundary. The shared E2E harness
has no onboarding suite or full conversation view.

**Proposed behavior**

Assign and invoke `/first-task` for the onboarding task. Send selected
Codex skills as structured protocol inputs. Run twelve scenarios across
legacy Codex, legacy Claude, native Codex, and native ACPX Claude.
Include all 48 cells in full campaigns. Show recorded chat, question and
approval cards, exact checks, instructions, and billing in the shared
dashboard.

**Reason and benefit**

Measure the real onboarding experience before changing prompts.
Distinguish infrastructure failures, behavior failures, and unexercised
journey steps.

**Breaking changes**

No database migration or production API change. First-task instructions
now live in an assigned skill. The user-edited persona is preserved; the
skill includes the maintainer-approved proposal-mode mapping and
saved-plan requirement.

Related: #11043 is earlier onboarding work. #13422 already fixes native
Claude model pinning, context delivery, and read permissions on master;
this branch includes those fixes through its base. The new Claude
recovery test supplements them.

## What Changed

- Extract and assign the first-task skill while retaining the production
greeting and opening question.
- Carry the Codex skill-instructions flag through thread start and
resume. Resolve explicit task skill references only against assigned
skills and send native skill inputs.
- Invoke an unambiguously selected assigned skill through Claude ACPX’s
native slash-command parser on initial and resumed turns, retaining the
entire task/wake envelope as its argument. Do not carry that invocation
into ordinary tasks.
- Restore the saved single-task proposal modes: confirmation card, or
saved plan with revision-targeted checkbox approval. Explicit plan
requests also require a saved plan.
- Add first-response and complete-journey cases with fixed user facts,
acceptance checkpoints, durable outcome checks, and accounting for child
runs.
- Fail the eval when choice questions have fewer than two real options.
Recognize planning documents without treating them as completed work.
- Add optional, bounded quality judging as explicit post-processing.
- Render full conversations and static interaction cards in the shared
report. Conversations start folded. Show original and regraded results
and incomplete journeys distinctly.
- Keep credential-persistence scanning outside the first-task behavioral
suite; retain public evidence redaction.
- Refresh generated capability references after the API-reference edits.
- Correct shared native question guidance and tool schemas: choices need
at least two meaningful options; open-ended questions use canonical text
fields with the required compatibility payload. Verify both formats
through real tool-authority persistence.
- Disable announcements automatically for every isolated Runner E2E
process and label the gallery environment/provider/target explicitly.
- Remove CI races in the GitHub connection browser test and native
session recovery test by waiting for the actual async work before
asserting its results.

## Verification

- `pnpm exec vitest run
server/src/services/onboarding-first-task-assets.test.ts
server/src/__tests__/issue-onboarding-first-task-routes.test.ts`: 19
passed.
- `pnpm --dir packages/paperclip-runner exec vitest run
src/drivers/acpx/runtime-host.test.ts
src/drivers/acpx/native-skill-prompt.test.ts
src/cli/acpx-runtime-sidecar.test.ts`: 70 passed. Native command
forwarding and the 1 MiB input boundary both failed before their fixes
and passed afterward. Coverage includes changed skills on reopen,
approval context, and an ordinary subsequent task.
- Runner E2E unit suite: 306 passed. Harness typecheck passed. The 64
first-task fixture and grader tests also pass.
- Full repository typecheck and build passed locally. Server typecheck
and Runner build passed again after the native-command change.
- Full GitHub Actions CI passed on `23e56447b`: all
server/workspace/browser shards, Runner verification, typecheck/release
registry, build, canary, policy, and Docker checks. Greptile reviewed
this exact head at 5/5 with no unresolved threads. The earlier broad
local run had database startup/timing failures that passed isolated
retries; the complete remote suite is green.
- Merge verification against current master: 312 harness tests and 13
native recovery tests passed. Regenerated semantic contracts and fixture
hashes pass their consistency check. Full local typecheck and build also
passed on the stacked queue branch. After merging the latest master and
preserving the GitHub setup timing regression in the split browser
suite, both focused GitHub browser tests passed. Three CI timing/startup
flakes passed local verification and one remote retry; all latest-head
checks are green.
- Real pinned Claude SDK and Claude ACP JSON-RPC probes against a local
mock API confirmed that `/skill-name` expands the assigned skill body
before the model request and retains the task arguments. A prose mention
does not. The probes made no paid model calls. The ACP probe used the
current first-task skill body and retained the wake arguments.
- [Full 48-case campaign and
report](https://pages.paperclip.ing/runner-e2e-first-task-35053063880/):
44 passed after three interrupted Codex cases completed in targeted
reruns. Original results, regrades, and all 51 executions remain in the
report provenance.
- [Claude campaign after the shared-question
fix](https://pages.paperclip.ing/runner-e2e-first-task-claude-35099525201/):
10/12 passed with zero single-option failures. All 12 recorded the
current assigned skill and corrected guidance. The failures exposed
skipped skill invocation and a missing saved plan. This PR adds native
command invocation and explicit saved-plan instructions; the subsequent
report below still shows behavior failures.
- [Fresh 12-case Claude
report](https://pages.paperclip.ing/runner-e2e-first-task-claude-35102737804/)
at `78452129e`: 10/12 pass after correcting two false proposal-matcher
failures. The recordings said “Here is the task I will create and
run/complete” in approval cards; the old matcher missed that word order.
Regression tests failed before the fix and pass after it. Original
results and offline regrade provenance remain linked. No agent rerun was
needed. Zero single-option-question failures; two behavior failures
remain: direct work before acceptance on a plain first message, and an
explicit plan request without a saved plan. Neither check was relaxed.
The follow-up `82087ac7e` fixes command-prefix size accounting;
`94aefb1f3` fixes only that proposal matcher.
- Report browser checks confirm folded conversations, rendered cards,
explicit Local/Daytona labels, and no page errors. The published-object
audit scanned 1,306 text files across 2,154 objects with no
credential-format findings or prohibited files. Image pixels and unknown
token formats are outside that scan.

## Risks

- Model behavior is nondeterministic. One campaign is evidence, not a
guarantee. The two remaining Claude behavior failures are visible in the
report and require further product work; this PR does not claim all
onboarding scenarios pass.
- The suite checks persisted Paperclip effects. It cannot prove the
absence of arbitrary external effects.
- Historical recordings can miss later journey steps. These remain
incomplete, never passes.
- Native profiles switch runtime after the production onboarding wizard
because it does not yet expose a native option.
- Quality scores are informational and cannot override behavioral
failures.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, and code
execution. The exact deployed 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
- [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>
2026-09-16 14:24:32 -05:00
DottaandPaperclip d49f168381 fix: publish sandbox files on legacy and native runners (#13493)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents must publish generated files so users can inspect their
results after a sandbox stops.
> - Legacy sandbox bridges blocked attachment listing and could not
carry multipart binary uploads through the queue transport.
> - The native runner has a separate verified file registration path
that needs the same durable result.
> - This pull request repairs legacy binary transport, makes native
download receipts explicit, and reveals new outputs in the task
Artifacts tab.
> - Users can open generated files from either runner without a
transport flag change.

## Linked Issues or Issue Description

Refs #13355 for the existing native file publication path. Related
filename fixes: #2615 and #4788. Related sandbox persistence work:
#13376. This change repairs attachment delivery through the existing
API; it does not add workspace persistence.

**What happened?**

The upload helper first lists task attachments to avoid duplicates. Both
legacy bridge allowlists rejected that GET request with 403. A direct
multipart upload also failed: the queue bridge accepted only JSON,
excluded attachment uploads, and converted bytes to UTF-8 text. Enabling
HTTP/2 alone did not fix the missing listing route. These failures
occurred before attachment storage.

**Expected behavior**

Both runners can publish a workspace file, register its work product,
bind it to a response, and return a working download. The file stays
accessible after sandbox deletion. A new output opens the task Artifacts
tab. The agent receives accurate errors and decides how to retry or
report a failure.

**Steps to reproduce**

1. Run a legacy agent in Daytona with the duplex bridge disabled.
2. Invoke the bundled upload helper with Bash on a PNG or PDF.
3. Repeat with the duplex bridge enabled.
4. Register the same file through the native runner with generic API
tools disabled.
5. Retry registration, delete the sandbox, and compare the downloaded
bytes with the original file.

**Paperclip version or commit**

The failing baseline was `f2c5e54dc`. This branch is rebased onto
`6cfe4acff`.

**Deployment mode**

Source checkout with a local API and real isolated Daytona sandboxes.

## What Changed

- Allow authenticated attachment listing, upload, and content download
through both legacy bridge transports.
- Add optional base64 body encoding to queue envelopes. Preserve the
existing UTF-8 contract when the encoding field is absent. Decode binary
bodies before forwarding them.
- Preserve multipart headers. Bound raw bytes, encoded envelopes, and
in-flight reservations. Retain timeout and uncertain-write behavior.
- Preserve helper deduplication and return structured uncertain-write
failures. Document explicit Bash invocation in live skills.
- Add attachment IDs and content/download paths to native registration
receipts. Reuse verified local and remote file reads, attachment
storage, work-product registration, and response binding.
- Preserve Unicode upload filenames and provide a valid
Content-Disposition header.
- Open the task Artifacts tab when new stored outputs arrive, including
a closed desktop panel or mobile drawer. Deduplicate upload and
registration events by object ID. Preserve manual selection on
refetches, edits, and panel remounts.
- Remove task artifact filters, the company Artifacts footer link, and
the unassigned group heading and timestamp.

### Screenshot

![Generated images and a document in the task Artifacts
tab](https://pages.paperclip.ing/sandbox-file-delivery-2026-09-15/artifacts-tab.png)

This is the local display fixture. The image was generated separately
and published through the attachment and work-product APIs.

## Verification

- Post-rebase `pnpm -r typecheck` and `pnpm build` pass.
- The post-rebase local `pnpm test:run` passed 12,369 tests before one
existing conversation reset test timed out; all 33 tests in that suite
pass when rerun with isolated test configuration. The aggregate command
stopped before its remaining groups. GitHub runs the complete suite in
separate shards.
- All [GitHub verification
checks](https://github.com/paperclipai/paperclip/actions/runs/35017893350)
pass on `b66ac276dd3d5fc738a22ecea783400106a494d4`: 32 successful checks
and two configured skips. The native-session recovery assertion
initially raced its fire-and-forget Sentry report; all 13 tests pass
locally, and the same-commit CI rerun passes all 170 suites (3,079
tests).
- Live post-rebase Daytona: all three file-delivery tests pass. They
cover the real Bash helper with the queue bridge, the helper with
HTTP/2, and native `register_deliverable` with generic API tools
disabled.
- Daytona cases cover PNG/PDF bytes, spaced and Unicode names, duplicate
registration, response binding, authorization controls, and
byte-for-byte downloads after sandbox deletion.
- Local focused coverage includes transfer bounds, malformed encoding,
interrupted transfers, remote path containment, and native file
verification. The attachment route suite passes all 32 tests, including
an eight-case filename-header matrix for Unicode and special characters,
inline and forced downloads, and full and partial responses.
- Browser verification confirms image previews, persisted downloads,
automatic Artifacts selection, and preserved manual selection after
edits and reloads. Desktop/mobile component coverage passes. The latest
UI cleanup passes its 10 affected tests and token gates.
- Coverage limit: the Daytona tests call the real helper and native
registration path directly. They do not replay a complete model-led
image-generation task through the browser.

Live command (requires a configured Daytona credential):

```sh
PAPERCLIP_FILE_DELIVERY_DAYTONA=1 pnpm exec vitest run server/src/__tests__/file-delivery-bridges.test.ts
```

## Risks

- Binary queue bodies use more memory because base64 adds encoding
overhead. Transfer and process limits must remain aligned.
- An interrupted write can have an unknown result. The bridge reports
this state and preserves stable retry identities.
- New artifacts intentionally change the active task tab. Existing
history and repeated updates must not take focus again.
- Transport flag defaults, server authorization, frozen skill snapshots,
and completion policies remain unchanged. No schema migration is
required.

## Model Used

OpenAI Codex, based on GPT-6, 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>
2026-09-15 15:46:57 -05:00
DottaandPaperclip f1d57863d2 fix: make connection checks and task handoffs reliable (#13404)
Preserve connection-probe outcomes through cleanup, reduce unrelated startup work, and report selected Claude authentication accurately. Make artifact download actions match their labels.

Route delegated feedback through its active child, retain accepted messages across completion, and avoid redundant worker runs for proven closing notes. Preserve explicit follow-ups, human input, company boundaries, source provenance, and mixed issue references.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-14 10:06:06 -05:00
DottaandPaperclip 422287eecd fix: preserve runner recovery, warm sessions, and task outcomes (#13338)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native runner connects task messages, provider execution, and
task outcomes.
> - First-time user tests exposed gaps in recovery, completion
permissions, message delivery, and Stop behavior.
> - These gaps left usable output hidden, completed work waiting for
bookkeeping, or safe work unable to continue.
> - This pull request fixes the shared lifecycle and receipt paths while
preserving process ownership and action checks.
> - Users can continue work with accurate task state and durable
messages.

## Linked Issues or Issue Description

**What happened?**

A stopped local Codex execution could remain blocked even after its
processes had stopped and its complete transcript proved that no
external action needed replay. Claude under Conservative permissions
could fail to call task completion tools. Recovery could reuse an
assistant item ID and overwrite prior output. A delivered comment could
remain marked uncertain after navigation. Stop could look like Pause or
a new recovery incident. Workspace contention could look like
cancellation. A direct reply reopening Done could enter a clarification
loop.

**Expected behavior**

Recover automatically only with verified termination and complete action
receipts. Preserve answers and messages. Keep task completion available
under Conservative permissions without broad tool access. Show crashes
as Blocked, actual human decisions as In Review, and ordinary workspace
contention as waiting. Stop the current response and allow a new
direction.

**Steps to reproduce**

1. Create ordinary response tasks with local Codex and Claude Code, then
send follow-up messages through the task composer.
2. Interrupt a disposable local Codex runner during text-only work.
Verify automatic continuation and retained output.
3. Stop a response, send a new request, answer a clarification, and
reopen completed work with another message.
4. Navigate or reload while a comment submission is pending. Confirm the
exact persisted request receipt settles it without removing newer draft
text.
5. Run two tasks in a shared Daytona workspace. Confirm waiting does not
appear as failure.

**Paperclip version or commit**

Initial acceptance baseline: `c9021c6721f91e2c74bd9fee9d3fd41c999d17b7`.
Current integration base: `6cef9743c`. Both operator-interruption and
workspace-waiting guards are preserved; native restart and legacy
permission rules remain documented.

**Deployment mode**

An isolated source-built test-drive instance, with real local Codex and
Claude Code providers and disposable Daytona environments.

Related work: #13314, #13316, #13327, #13344, #13239, #13254, #13163.
This PR addresses additional failures from ordinary task journeys,
including controller restart handoff and repeated warm sandbox setup.
Historical task status reconciliation is excluded.

## What Changed

- Persist runner ownership immediately at spawn and resume an explicitly
adopted runner even when the controller crashed before the first driver
checkpoint. Detach the controller safely across graceful restarts,
including session startup. Prevent an old finalizer from suspending or
signaling an adopted runner. Checkpoint idle warm sessions before
shutdown. Preserve the same run and queued follow-up messages.
- Scope saved legacy queue successor checks to the queue owner while
preserving ordinary task locks, operator identity, assignment gates, and
exactly-once delivery.
- Preserve managed Codex credential files when an old session is
detached for restart; normal owned cleanup still copies refreshed auth
back and removes the scoped copy.
- Reuse the bound warm shared sandbox and fully verify an existing
staged provider pack before using it. This avoids repeated uploads when
the pack is already valid.
- Add a narrow local Codex replacement path with stopped-process proof,
a closed transcript inventory, exact completion receipts, and
fresh-session lineage. Preserve no-replay holds when evidence is
incomplete. Recovery may clear only the same run's recorded Blocked
status version; manual re-blocking and dependency changes invalidate
that receipt, while queued comments do not. Later blocks stop scheduled,
queued, and final dispatch; queued/final checks re-read dependencies
even when the task status stays In Progress.
- Permit only task delivery and human-input tools through the isolated
Claude runner's exact task bridge.
- Scope assistant item identity to the provider turn and ignore only
authority-free Codex skill-change notifications during startup.
- Reconcile composer submissions by client request ID across response
loss, navigation, and reload. Retain text typed during delivery.
- Keep acknowledged run-only Stop neutral and show workspace contention
as waiting. Project exhausted native failures as Blocked.
- Restore the guarded task-page retry action for failed legacy runs,
including the server-supported explicit new-attempt path for stopped
conversation adapters. Preserve native/process recovery holds and avoid
promising Retry while a decision or execution gate hides it.
- Refresh delivered artifacts and handle direct user replies that reopen
completed work without a clarification loop.
- Check the embedded PostgreSQL PID, data directory, and actual port
before connecting or migrating.
- Document accepted behavior and add focused regressions at lifecycle,
route, transcript, and UI boundaries.

## Verification

- Final head `fece606ac2` passes the complete GitHub CI matrix: **34
green checks, two expected Storybook skips, no failures or pending
checks**, including `ci / verify`, `ci / e2e`, full runner verification,
typecheck, build, every server/workspace shard, and all browser shards.
[CI
run](https://github.com/paperclipai/paperclip/actions/runs/34727183287).
Greptile is **5/5 with no open findings**. The final two commits only
refine test fixtures; both affected suites pass 24/24 locally and in CI,
with server typecheck green.
- Complete local Vitest coverage uses the canonical groups/shards: all
635 general server suites, all 145 serialized suites, and all workspace
packages. The aggregate began on `0a8001c18` while the final queue fix
arrived: 23,903 passed, five failed, 87 skipped. The five
port/socket/timing failures passed unchanged in follow-ups (60 tests in
the exposure/file suites and 412 tests covering the serialized failures
and unrun tails). The final queue/operator-identity suites separately
passed 52/52. This is aggregate coverage plus explicit reruns, not a
pristine single-command final-head run.
- After integration with current master,
queue/operator-identity/continuation suites passed 162/162 and affected
UI suites passed 140/140. ACP Stop/continuation and legacy
task/Inbox/message browser suites passed 9/9, including both task
recovery Retry and thread Try again, automatic saved-message delivery,
exactly one new run, Done, and retained output after reload. The default
process Stop/Pause/Resume browser case passed (the native-provider case
is opt-in and skipped by default). The complete Board attachment/receipt
browser suite passed 11/11 on a disposable instance, covering both
composers, exact receipts after lost responses, no replay, bound
attachments, and newer drafts after reload.
- Blocking-intent regressions cover pre-existing Blocked, a mismatched
run/cause, an explicit manual re-block, changed dependencies, a queued
comment after failure, and a block arriving between scheduling and
provider dispatch. The negative cases reproduced before the fix. All 478
affected executor/recovery/dispatch tests passed; both database suites
ran separately after availability-probe skips in the first combined
command. The final late-dependency check passed all 143 affected
recovery/dispatch tests (zero skips) after two new negative cases
reproduced the bug.
- Focused runtime regressions cover awaited runner ownership
publication, authenticated adoption before the first checkpoint,
old-finalizer detachment, idle and busy warm-session shutdown, rejected
checkpoint propagation, provider-pack verification, and managed-Codex
credential preservation. Four managed credential detachment cases
reproduced the bug before the fix; normal owned cleanup still succeeds
exactly once.
- Live local Claude: SIGKILL 2.6 seconds into startup recovered the same
run automatically in 53 seconds, then a normal follow-up completed in 24
seconds. SIGTERM 2.5 seconds into startup preserved the same run (54
seconds) and its queued follow-up (21 seconds). Answers remained visible
and the task reached Done.
- Live Claude Daytona: a warm follow-up retained its sandbox and fell
from 121 seconds to 44 seconds. A separate cold turn took 127 seconds;
after controller shutdown and checkpointing, its follow-up completed in
33 seconds with the same sandbox, workspace, native session, and runner.
Both answers remained visible and the task was Done.
- Other live journeys covered task completion and follow-up with local
and Daytona Codex, local Codex crash recovery, Stop then new direction,
clarification response, live artifact refresh, and shared-workspace
waiting.
- Validation limits: the opt-in native composer Stop/Pause→subtree
Resume fixture exposes terminal/result ordering and subtree-cancellation
attribution bugs that can leave a child task blocked; that new finding
is assigned to a separate follow-up and is not claimed fixed here.
Default CI skips this optional native-provider fixture. Managed-Codex
credential handoff and the queue-agent integration use automated
regression evidence. Cold custom provider-pack uploads still add startup
latency.

## Risks

- Automatic replacement remains deliberately narrow: local Codex,
verified stopped identities, unchanged retained state, and a complete
text/completion-only turn. Unknown actions, partial history, or changed
ownership remain blocked.
- Claude completion permission handling changes an upstream package
patch. The exact isolated task bridge must remain pinned; unrelated
tools keep their existing permissions.
- New task failure projection changes user-visible status. No historical
status backfill or database migration is included.
- This is a broad lifecycle fix across server and UI. Live proof covers
graceful local Claude restart during startup and idle Claude Daytona
session recovery across controller shutdown. Live abrupt SIGKILL during
local Claude startup also recovered the same run. Unknown ownership or
missing action evidence still blocks reuse. Cold custom provider-pack
uploads still add startup latency; this change avoids unnecessary repeat
uploads.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, code execution, browser
automation, and tool use. The exact hosted model ID and context window
are not exposed in this task.

## 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>
2026-09-12 19:41:15 -05:00
DottaandPaperclip df984cbc2c fix: dispatch queued legacy messages with operator identity and task permissions (#13315)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations save messages that arrive during an active turn.
> - Legacy adapters deliver these messages in a later turn.
> - A run can stop before the saved queue is delivered.
> - The Interrupt button previously required an active run, so it could
not release this queue.
> - This pull request lets a board operator send the saved queue after
the run stops and retries queues missed during finalization.
> - Manual dispatch must use the clicking operator and must not require
permission to create agents.
> - The task can continue without a duplicate message or a second
execution owner.

## Linked Issues or Issue Description

**What happened?**

A legacy task retained a queued message after its run stopped. Interrupt
was disabled because the queue had no active target. Finalization and
deferred message admission can also leave a queue without a successor.

**Expected behavior**

Interrupt sends the saved messages when no runner is active. Messages
that arrive during normal completion are delivered automatically. An
uncertain previous execution still requires proof that its process or
sandbox stopped.

**Steps to reproduce**

1. Queue a user message during a legacy conversation turn.
2. Let the turn stop or simulate a server restart before queue
promotion.
3. Open the task with a deferred queue and no active run.
4. Try Interrupt. Before this change, the button is disabled.

**Paperclip version or commit**

Reproduced against `8f40b4ad4`.

**Deployment mode**

Legacy conversation adapter. The same persisted queue state is covered
with an isolated PostgreSQL fixture.

Related public work: #13275 adds active legacy interruption. #13291
addresses automatic sandbox conversation recovery. This change handles
explicit saved-queue delivery and late queue promotion.

## What Changed

- Accept a null Interrupt target while retaining queue identity,
revision, company, and assignee checks.
- Save the operator's request on the existing queue. Reuse normal
admission after verified stop, including older messages, different
authors, and queues whose original wake came from the system.
- Strip interruption authority from caller-supplied wake payloads. Only
the board queue route can persist that authority.
- Retry durable interruption requests after restart and deferred queues
after legacy cleanup.
- Let an explicit Interrupt retry cleanup for its stopped run, including
old ephemeral leases that recorded success without a provider stop
receipt. Preserve retained resources, other lease owners, and the
automatic retry limit.
- Preserve the server's waiting explanation when normalizing and
combining queue entries.
- Revalidate the consumed board queue receipt at dispatch so a different
message author does not cause setup failure.
- Use the Interrupt user's execution identity for the new run. Preserve
original message authors. Validate the receipt independently at startup
and inherit the resulting identity on retry.
- Persist authenticated board authority for ordinary manual wakes too.
Adopting someone else's queued messages cannot switch a manual run to
that author's permissions. Strip caller-supplied authority markers and
retain private conversation ownership checks.
- Keep the clicking user when a manual wake is merged into an older
deferred receipt. Update its requester and payload in the same
transaction.
- Use the same current-queue/revision API on task details and pipeline
conversations; show Interrupt after a legacy target stops.
- Keep manual wakes out of active runs, including unscoped agent wakes.
They receive their own execution identity; a matching receipt requester
is not sufficient because an exact retry can retain a different
originating identity.
- Authorize both existing-agent wake endpoints with `agent:wake`,
available to active non-viewer company members. Keep `agents:create` for
hiring. Validate the stored task and current assignee before an exact
task retry.
- Reject viewer Interrupt requests before saving intent or stopping
execution. Keep external chat retry authorization and per-action
agent/user permission checks.
- Preserve edits and discards until dispatch. Prevent another queue
promotion when the same agent already has a successor. Keep independent
reviewer recovery available.
- Suppress cancelled/failed run toasts for intentional operator
interruption. Keep ordinary runtime error notices.
- Add UI, route, admission, restart, successor ownership, and toast
regression tests. Document the behavior.
- Reuse the existing socket reservation helper for both
credential-quorum test cases after CI exposed an ambient-port collision.
This changes test preparation only; production credential staging is
still called exactly once.

## Verification

- Failing regression tests reproduced the message-author identity bug
and an operator's `agents:create` rejection before the fixes.
- All 316 focused tests pass across eight route, queue, identity,
authorization, continuation, and responsible-user suites, including the
44-test rerun of queue admission and actual startup after the final
manual-wake restriction. Regressions reproduce cross-user merging both
with and without a task, and same-requester receipt ambiguity. The
cross-company existence guard also passes both tests.
- Startup integration tests reach adapter execution under the clicking
operator and retain that identity through follow-up. Coverage includes
mixed authors, adopted queues, system-origin queues, restarts, forged or
stale receipts, viewers, suspended memberships, changed assignees,
private conversations, and caller-supplied authority markers.
- The earlier queue/cleanup/UI regression suite passed 402 tests. The
final review corrections pass another 180 tests across queue
admission/persistence, real heartbeat startup, UI API, conversation
rendering, and pipeline suites. Regression tests reproduced both review
findings before correction. The final head has a 5/5 review with no
unresolved threads. Full CI passes on `c2002979c`, including every
general and serialized server shard, all browser shards, Paperclip
Runner verification, typecheck, build, canary dry run, and the aggregate
gates.
- Full `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
the final application changes. CI identified an outdated task-page API
mock after the shared helper extraction; the fixture now exercises the
real helper, and all 131 task-page/API tests pass. The final application
build passes with the additional manual-wake restriction.
- CI exposed a pre-existing port collision in the Codex
credential-quorum fixture. It reproduced locally; both listener cases
now use the existing bounded reservation helper. All 41 credential tests
pass on rerun. One intervening local run hit a separate ambient bind
collision in the two-occupied-port case.
- The full local `pnpm test:run` attempt was stopped after host
contention caused focused-suite timeouts. The affected focused tests
passed on rerun. An expiring trace fixture and a missing
private-conversation state were corrected. The successful full CI run is
the complete-suite verification.
- Hosted Interrupt previously cleared the original queue and produced
exactly one successor with neutral interruption feedback. It exposed the
dispatch authorization defect. Retry on that earlier build was rejected
for missing `agents:create` before creating another run.
- Deployed the final application build (`38257f391`) to the scoped
hosted instance and verified readiness. The latest PR commit changes
only the credential test fixture; application code matches that
deployment. A live Retry by the same operator without `agents:create`
created one successor attributed to that operator, passing the former
dispatch permission gate. Startup then stopped at
`configuration_incomplete` because that operator has not configured
their required personal Claude Code OAuth secret; the post-deployment
run page confirms the operator identity and no provider work started,
and the My secrets UI still shows the token as not set. Provider
execution remains unverified pending that credential. No permission
grants or credentials were changed.

## Risks

Queue admission and finalization can race. The task lock, durable queue
receipt, current comment IDs, and successor guard prevent duplicate
dispatch. Process and lease stop checks, task pauses, approvals,
ownership, and budgets remain in force. The API change only allows null
on legacy Interrupt; native steering still requires an active run. No
schema migration is required. Active non-viewer board members can now
invoke existing agents without agent-creation permission. Agent
self-invocation rules, raw provider-trace admin access, task retry
scope, external chat authorization, and action-specific user/agent
permissions remain enforced.

## Model Used

OpenAI GPT-6 through Codex. The session does not expose an exact backend
model ID or context-window size. Used reasoning, repository search, code
execution, tests, and browser tools.

## 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
#` 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>
2026-09-12 17:11:30 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## 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>
2026-09-12 08:56:04 -05:00
DottaandPaperclip f12b647ae8 fix: reliably interrupt and resume legacy message queues (#13275)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can collect more messages while its agent works.
> - Legacy runners must stop the active process before they can receive
those messages.
> - The old Interrupt action cancelled the run but could leave the queue
idle and hidden.
> - Codex could also classify a cancelled run as successful or start a
fresh process after cancellation.
> - This pull request joins cancellation, preserves the provider
session, and dispatches the current queue after cleanup.
> - The benefit is reliable interruption with the saved message order,
edits, and deletions.

## Linked Issues or Issue Description

**What happened?**

Interrupt could strand a legacy message queue. The UI could hide pending
messages after the run stopped. A Codex signal exit could race the
cancellation write. A stale session warning could also trigger a fresh
process after an interrupted resume.

**Expected behavior**

Interrupt stops the active turn and sends the remaining messages once,
in their saved order. Deleted messages stay deleted. An interrupted
Codex turn keeps its session and does not restart itself.

**Steps to reproduce**

1. Assign a task to a legacy Codex agent that runs a long command.
2. Queue three messages. Edit one, discard another, and move the last
message first.
3. Click Interrupt in the queue.
4. Repeat the interruption while the resumed session runs another
command.

Related work: Refs #13160, which moves native queue steering into the
wake-queue module. This change fixes legacy interruption and keeps
native steering unchanged.

## What Changed

- Add a revision-checked, company-scoped endpoint for legacy queue
interruption.
- Promote only the requested queue after the provider stops and releases
its lease. Retry its persisted interrupt intent from the scheduler after
a promotion error or server restart.
- Keep pending legacy queues visible after a run stops. Use server state
for the interrupt result.
- Serialize owned process cancellation before classifying the adapter
result. Preserve late session and log metadata. Acknowledge cancellation
only when an actual process or process group was owned; scheduler
placeholders retain their normal release policy.
- Send Ctrl-C to legacy Codex. Prevent missing-session fallback once the
session has started.
- Add cancellation race, multi-actor queue order, durable retry, resume
fallback, and stale request regression tests. Document the behavior.

## Verification

- Real browser tests passed with legacy Codex CLI and ACP engines, using
Codex 0.153.4 and gpt-5.6-sol.
- All three automated ACP browser scenarios passed locally: immediate
Interrupt delivery, no replay of an unfinished write, and pause
requiring Resume. Updated the old test expectation that required a
separate “go” after Interrupt.
- Browser tests covered queued edits, deletion, reordering, deleting the
final message, and repeated interruption.
- Two consecutive CLI interrupts kept one provider session. Both stopped
processes exited. The final message arrived once.
- `pnpm -r typecheck` passed.
- `pnpm check:token-gates` passed.
- All 346 post-review scheduling, recovery, queue-route,
archived-company, worktree-suppression, and stale-queue regression tests
passed.
- All 318 process-recovery and durable-chat tests passed after the final
cancellation guard.
- Codex adapter, queue UI, issue-page, and OpenAPI contract tests
passed.
- `pnpm build` passed.
- Full local suite coverage completed with
`PAPERCLIP_IN_WORKTREE=false`, using the stable runner and its CI
shards: 618 general server suites, all 145 serialized server suites, and
all workspace groups. Every failing suite passed a targeted rerun after
the fixes, rebuilding the native test fixture, correcting macOS
temporary-path setup, or retrying setup/timing failures. Existing skips
remain.
- The original monolithic run reported failures before the final fixes;
its failed suites were rerun rather than rerunning all 618 suites again.
The final process-recovery/durable-chat regression run passed all 318
tests.
- All CI checks passed for `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`:
[run 34654820774, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/34654820774/attempts/2),
including typecheck, build, all test shards, E2E, and canary. The
signoff and Cursor sandbox tests each hit a timeout in the initial
attempt; both suites passed locally, and both failed shards passed their
single CI rerun. All three corrected ACP browser scenarios passed in CI.
- Greptile reviewed `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`: 5/5, no
open review threads.

## Risks

Cancellation order affects local adapters. The tests cover signal exits,
graceful exits, adapter exceptions, termination errors, and cancellation
write errors. Embedded adapters keep their cancellation controls.
Ordinary run cancellation and task pause keep their distinct queue
policies. No database migration is required.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, browser testing, and code
execution. The exact serving model ID and context-window size are not
exposed in this session. The live test runner used OpenAI gpt-5.6-sol.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 18:26:59 -05:00
DottaandPaperclip 51b0e01ead fix: resume saved user messages after execution recovery (#13270)
Preserve verified native process-stop evidence and retry saved user messages through normal continuation admission after recovery cleanup. Show the current wait reason and serialize delivery so a saved message starts one fresh turn.

Validated with 410 focused tests, typecheck, build, token gates, all PR CI checks, and Greptile 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-11 17:12:55 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment 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 (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>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 3bafac12f7 refactor: remove automatic productivity reviews (#13263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its recovery loop keeps assigned work moving after execution
failures.
> - Productivity review used run counts, comment counts, and elapsed
time to create management tasks.
> - Infrastructure failures could satisfy those rules and create more
tasks without evidence that the source work needed management review.
> - This pull request removes that detector and its continuation holds.
> - Bounded recovery, budgets, explicit blockers, and normal review
stages remain in place.
> - Existing task records stay readable and unchanged.

## Linked Issues or Issue Description

Refs #5897. That request describes unwanted automatic productivity
reviews and asks to preserve existing tasks. This change retires the
feature instead of adding another configuration switch.

Related prior approaches: Refs #9191, Refs #12489. Those changes
excluded infrastructure failures or bounded review creation. This
removal replaces the detector rather than tuning its thresholds.

## What Changed

- Delete the scheduled detector, automatic task creation, evidence
refresh, and productivity continuation holds.
- Remove computed productivity fields, special attention items, badges,
and Storybook fixtures.
- Retain historical origin values, decision compatibility, and recovery
recursion exclusions. Add no migration and change no existing task data.
- Update the execution contract. Replace feature tests with regressions
for legacy task reads, ordinary attention, and bounded continuation in
the presence of an old review.

## Verification

- Targeted attention, issue-route, startup, and UI tests: 4 files and
101 tests passed.
- Updated issue-route and UI tests: 2 files and 61 tests passed.
- Bounded continuation regression: 2 cases passed, including a legacy
review plus pre-dispatch cancellation churn.
- `pnpm check:token-gates`: all four gates passed.
- `git diff --check`: passed.
- `pnpm build-storybook`: passed.
- Greptile: 5/5 on `a5a612eea`, with no actionable findings.
- Scheduler and historical recovery regressions: 2 files and 28 tests
passed.
- Repository `pnpm -r typecheck` and `pnpm build`: passed.
- The complete `pnpm test:run` suite passed across the CI server,
serialized-server, and workspace shards on `a5a612eea`. Stopped the
duplicate local monolithic run after the full CI suite passed; no
completed local full-suite result is claimed. The targeted local suites
above passed.
- CI serialized shard 5 initially hit a 10-second timeout in the first
interaction-route test. The complete file passed locally (78 tests),
then the single CI rerun passed.
- All CI gates are green, including the build and end-to-end suites.
- A local merge check against current `master` (`ce09ea40b`) completed
without conflicts.

## Risks

- API responses no longer include the computed `productivityReview`
field. Consumers must stop using it.
- The scheduler no longer creates management work from elapsed time, run
counts, or missing comments. This is the intended behavior change.
- Existing review tasks and explicit dependencies remain in place.
Historical origins still prevent recursive recovery treatment. No task
cleanup or data migration occurs.
- The native review handoff repair is separate from this removal.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact runtime 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
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 15:46:35 -05:00
DottaandPaperclip 7b829efdf6 feat: show tasks created from a task by project (#13241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can cause an agent to create more tasks.
> - Those tasks can belong to other projects or have another parent.
> - The subtask view does not show all work created from the current
task.
> - This pull request adds a Tasks tab with separate subtask and
creation groups.
> - Operators can follow created work without changing its parent or
project.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need to see all work that an agent creates while running for a
task. Parentage alone does not describe this relationship. Legacy and
native runs must follow the same rules.

**Proposed solution**

Show all subtasks in one section. Separately group tasks created from
the source task by their current project, with a No project group when
needed. A created subtask appears in both sections. Use saved run
context and recorded creation activity to find the source task.

**Alternatives considered**

Making all created tasks children would change their hierarchy. Removing
overlap between sections would hide the creation relationship. This
change keeps the two memberships separate.

**Roadmap alignment**

This extends the existing Activity log & action attribution capability.
It does not add a new roadmap area. Related PR: #9727 adds a stored
source-task field and inbound attribution UI. This PR adds the outgoing
task list using existing run and activity records and does not require
that schema change.

## What Changed

- Add a company-scoped createdFromIssueId filter to issue lists.
- Save the actor run during task creation, including legacy child-helper
calls.
- Recover historical run attribution from creation activity when the
origin run is absent.
- Render the production Tasks panel with all subtasks and independently
grouped created work.
- Keep progress only for subtasks. Add folding, hover fades and project
links.
- Fetch all result pages and refresh on issue activity. Show load
failures with Retry.
- Add database, API, UI and pagination tests, design-guide examples and
Storybook pages.

## Verification

- Before rebase: 158 targeted tests passed. Workspace typecheck,
UI/server builds, Storybook build and token gates passed.
- After rebase: full workspace typecheck and build passed. The cursor
fix passes 26 focused tests and UI/server typechecks.
- The full local test command completed its general-server group with
10,563 passing tests and two failures: a missing native-runner fixture
and a concurrency-test timeout. Building the fixture and rerunning both
affected files passed all 41 tests. The local command stopped before its
remaining groups; all corresponding GitHub test shards passed on the
submitted head.
- GitHub checks on commit 3b4bf0bd8: 31 passed, including the aggregate
CI gate, all server/workspace/browser test shards, typecheck, build,
runner verification, canary dry run, policy and security checks. Two
conditional Storybook jobs were skipped by the workflow.
- Greptile reviewed commit 3b4bf0bd8 at 5/5 with no unresolved comments.
- Open Storybook at UX Labs / Tasks Created From a Task / Full Task
Page. Check that a created subtask appears in both sections. Fold each
group and use a project link. Check the No project group and first-task
arrival story.

## Risks

- Old tasks without a saved origin run or attributed creation activity
cannot be linked to a source. The code does not infer a source from a
shared creator or a comment.
- The new list filter reads run and activity records. Source, run,
activity and result stay within the requested company.
- Task creation now saves the actor run when no explicit origin run is
supplied. Existing explicit origins remain unchanged. No database
migration is required.

## Model Used

- OpenAI GPT-6 through Codex. The runtime identifies the model family as
GPT-6 but does not expose a more specific model ID or context-window
size. 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>
2026-09-11 12:39:08 -05:00
DottaandPaperclip 52811c6ce6 fix(tasks): require resume before sending to paused tasks (#13232)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task execution controls let board users pause a task or its subtree.
> - The composer still accepted messages while a pause hold was active.
> - A paused task must require an explicit resume before the user can
send another message.
> - This pull request replaces the composer with an amber pause card and
checks board comment writes on the server.
> - The user keeps their draft and resumes through the existing task
controls.

## Linked Issues or Issue Description

Refs #13104. Refs #13119.

**What existing behavior does this improve?**

The task composer and existing task/subtree pause controls.

**Current behavior**

A paused task can still receive a board message. The pause notice sits
outside the composer, which leaves the send action available.

**Proposed behavior**

Show an amber takeover in both task chat and the classic composer.
Preserve the draft. Require the user to resume the task or the ancestor
subtree before sending. Reject board comment writes through either
supported write route while the pause hold is active.

**Breaking changes**

Board comment writes to a paused task now return HTTP 409. Agent run
reports remain supported during a pause. There is no schema migration.

## What Changed

- Add a shared amber composer takeover with task, subtree, saved draft,
pending, and error states.
- Use effective ancestor pause state in both composer interfaces.
Refresh it after pause events, task updates, and rejected sends.
- Preserve draft text and attachments. Hide editor, send, queued edit,
and pending question controls while paused.
- Check active pause holds before board comment writes can mutate tasks,
store comments, or wake agents.
- Connect the approved Storybook examples to the production component
and update the design and behavior docs.
- Add browser coverage for both composers, draft persistence, resume,
inherited holds, and rejected writes. Update ACP continuation coverage
for the explicit resume requirement.

## Verification

- Passed: `pnpm -r typecheck`.
- Passed: `pnpm build`.
- Passed: `pnpm build-storybook`.
- Passed: `pnpm check:token-gates` and `git diff --check`.
- Passed: focused UI tests (398 tests) and server route tests (127
tests).
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/paused-composer.spec.ts
tests/e2e/acp-stop-continuation.spec.ts` (5 tests).
- Passed: manual browser walkthrough in a disposable local instance.
Pause with a draft, refresh while paused, resume, send, and reopen. The
draft returned, and one message persisted. The amber card and resume
dialog were readable with no clipping.
- Full local `pnpm test:run` did not pass: the general-server stage
recorded 9,072 passing tests, 6 database setup failures from macOS
shared-memory exhaustion, and 4 failed tests. This stopped the script
before its later groups. Latest-head CI runs those groups independently.
- Local follow-up: the Git file-resource load test passed on rerun (4
tests); native finalization migration passed after clearing the
abandoned browser-test database allocation. Building the native debug
fixtures fixed the missing fake provider. The remaining native-session
recovery assertion also reproduces on untouched base commit `87b3e5fc6`
(36 pass, 1 fail on both base and PR). It expects a settled-session
error but receives a semantic-input-digest error.
- The final UI build, UI typecheck, token gates, both thread suites (182
tests), and all five browser tests passed after the queued-action review
fix. All 31 latest-head CI checks passed, including all server,
workspace, browser, build, release, and security gates. Two optional
Storybook jobs were skipped by workflow policy. Greptile reviewed
`32d8fb5f5` at 5/5 with no open findings.
- Review the Paused Composer and Tasks / Execution Controls stories.
Pause a task with a draft, verify the amber card, resume, and verify the
draft can be sent once.

## Risks

- Clients that used board comments to continue paused work must resume
first. The response is an explicit HTTP 409.
- Pause state can change while a page is open. Live updates refresh the
composer, and the server rejects stale sends before their side effects.
- Resume keeps the existing dialog and optional agent wake behavior.
Agent reports from interrupted runs remain allowed.

## Model Used

OpenAI Codex, based on GPT-6, assisted with design, implementation, code
execution, and browser verification. The exact runtime model ID and
context window are not exposed in this session. The agent used reasoning
and tool calls.

## 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 the relevant tests locally and they pass; the full
local-suite 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>
2026-09-11 10:28:00 -05:00
Nicky LeachandPaperclip 86c2e0ac4a feat(server): log an activity row for each queued-comment queue mutation (#13159)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server records actions that change issues and their queued
comments
> - The queued-comment edit, reorder, and discard routes changed queue
state without activity rows
> - Operators could not inspect these queue mutations in the activity
feed
> - This pull request adds one identifier-only activity row for each
successful queue mutation
> - The benefit is a durable audit trail with no comment text in the
activity log

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The queued-comment edit, reorder, and discard routes now record their
successful mutations in the activity feed.

**Subsystem affected**

Cross-cutting (server and ui).

**Current behavior**

The three queue mutation routes change queued comments but do not write
an activity row. The activity feed has no label for these actions.

**Proposed behavior**

Each successful route writes one activity row with the actor fields,
entity fields, queue identifiers, and queue revision. The discard row
also includes the cancelled run identifier. The activity feed shows a
label for each action.

**Reason and benefit**

Operators need a durable record of queue changes. Identifier-only
details support audit and troubleshooting without storing comment text.

**Breaking changes**

None. The routes keep their existing response and authorization
behavior.

**Additional context**

Each mutation writes its activity row on the same locked transaction
that applies the mutation, so the two commit or roll back together. The
route publishes the live activity event only after that transaction
commits. The separate comment-cancel route opts out of this write and
keeps its existing single activity row.

## What Changed

- Add activity rows for queued-comment edit, reorder, and discard
mutations.
- Include queue identifiers, revisions, ordered comment identifiers, and
cancelled run identifiers as applicable.
- Add activity-feed labels for the three new actions.
- Add route and activity-format tests for the new behavior.
- Write each activity row on the same transaction as the mutation it
records, through a new port method that the adapter implements.
- Keep the comment-delete route opted out of that write, so a
cancellation does not log two rows.

## Verification

- [x] `npx vitest run
server/src/__tests__/issue-queued-comments-routes.test.ts` passes.
- [x] `npx vitest run ui/src/lib/activity-format.test.ts` passes.
- [x] `pnpm --filter @paperclipai/server typecheck` exits 0.
- [x] `pnpm --filter @paperclipai/ui typecheck` exits 0.
- [x] `node scripts/check-module-boundaries.mjs` passes.
- [x] The full CI suite is green.

## Risks

Low risk. The change adds activity rows after successful mutations and
does not change route responses, authorization, or stored comment text.

## Model Used

OpenAI Codex, GPT-5 Codex. The model used repository inspection, Git
operations, and command execution. The context window and reasoning mode
are not exposed by this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:47:17 -07:00
Nicky LeachandPaperclip 0d8bbf7cf4 refactor(server): move the queued-comment queue mutations into the wake-queue module (#13145)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server coordinates issue execution and agent wake events
> - Queued comment mutations belong to the wake queue that owns their
state
> - Route-local database writes split queue rules across two layers
> - This pull request moves those mutations into the wake-queue module
and keeps route authorization and response mapping
> - The benefit is one transaction boundary with company-scoped writes
and a shared checked response contract

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The queued-comment edit, reorder, and discard endpoints write queue
state directly from the route layer.

**Subsystem affected**

server/ — REST API and orchestration services.

**Current behavior**

The route layer owns database transactions, locks, queue writes, and
wake-row writes for queued comments.

**Proposed behavior**

The wake-queue module owns these operations. The routes keep
authorization, input checks, error mapping, and response mapping.

**Reason and benefit**

The module gives all queued-comment callers one transaction boundary and
applies company predicates to every adapter read and write.

**Breaking changes**

None. The endpoints keep their existing paths and response behavior.

## What Changed

- Move queued-comment edit, reorder, and discard operations into the
wake-queue module.
- Add company predicates to seven queue writes.
- Use the shared queue contract type for mutation responses.
- Add module tests and route tests for the moved operations.

## Verification

- `server/src/modules/wake-queue`: 128 tests pass across 6 files.
- `server/src/__tests__/issue-queued-comments-routes.test.ts`: 19 tests
pass.
- The server TypeScript check reports the same 141 pre-existing errors
before and after this change.
- GitHub Actions must pass the required pull-request checks.

## Risks

The change moves transaction and lock ownership across module
boundaries. The new adapter, use-case, and route tests cover the moved
behavior. No database schema changes occur.

## Model Used

OpenAI Codex, GPT-5, current agent runtime, tool use and code review
support.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 08:41:59 -07:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00
DottaandPaperclip 018ca5daaf fix: verify ACP Stop and preserve safe continuation (#13119)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task controls coordinate provider execution and queued user
messages.
> - Stop could finish before an embedded ACP provider stopped its tools.
> - A later request could be held for reconciliation without a clear
task response.
> - A restored provider could also retain the stopped run's API
credential.
> - This pull request verifies provider termination and preserves safe
session continuation.
> - Operators can continue known-safe work and see why uncertain work
cannot start.

## Linked Issues or Issue Description

**What happened?**

Stop could leave an embedded ACP provider running. A queued follow-up
followed by “go” could fail before it reached the provider. Task chat
could show a generic missing-response message. Even a restored session
could use the previous run's credential and fail its task update.

**Expected behavior**

Stop waits for confirmed provider termination. A later explicit wake
continues the same compatible session only when recorded actions have
known outcomes. It carries pending comments and the current run's
environment. Uncertain actions retain a visible reconciliation hold.
Composer Stop preserves the existing pause rule: conversation can
continue while paused, but task work requires Resume.

**Steps to reproduce**

1. Start an embedded ACP task.
2. Send a second request while the provider is running.
3. Interrupt the run, then send “go”. Also test composer Stop followed
by Resume work.
4. Check that the request is delivered once and that the provider can
complete the task through the current run's API credential.
5. Repeat with an unfinished write. Confirm that the write stops and
that further execution stays blocked with a visible reason.

**Paperclip version or commit**

Built from source on master at `3bc60dd8b` plus this branch.

**Deployment mode**

Local source build with an isolated embedded PostgreSQL instance.

Refs #11183. Refs #12552. Those changes address recovery after operator
cancellation. This change also covers embedded ACP termination, session
proof, pending-comment delivery, and task feedback.

## What Changed

- Propagate Stop into embedded ACP and wait for bounded adapter cleanup
and provider exit. Retain the actual ChildProcess object for forced
termination on all platforms; never signal a recycled numeric PID.
- Preserve interrupted checkpoints only for acknowledged, local,
persistent sessions with settled reads or no tools. Keep writes,
incomplete actions, and forced termination blocked.
- Restore the same compatible provider session with the current run's
environment. Reject fresh-session fallback for an interrupted
checkpoint.
- Adopt pending comments on the next explicit wake. Stop alone does not
dispatch them.
- Share the execution-blocker rule across dispatch, Resume, and task
detail. Show Stopped or Couldn't start with the recorded reason. Resolve
the stopped agent for the run link, including reviewer runs.
- Keep execution reconciliation holds intact when generic recovery sees
queued comments or healthy child tasks.
- Add process, service, component, and browser regression coverage. Fix
disposable database cleanup and React test settling exposed by the full
suite.

## Verification

- Passed `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed all three `acp-stop-continuation.spec.ts` browser journeys.
They use an actual ACP child process and require task completion through
the agent API.
- Passed 165 adapter execution, operator-stop, and child-process control
tests, 17 queued-comment route tests, and 65 tests in the two adjusted
UI suites. Earlier focused recovery, heartbeat, and task-control tests
also passed.
- Manually used the browser to queue a request, Stop, send “go” while
paused, and Resume. The same session answered once and moved the task to
Done with the current run's credential.
- Manually interrupted an unfinished write. Its file size stayed fixed
for five seconds. “Go” showed the reconciliation reason and did not
start another provider prompt.
- Separate live Claude ACP smoke checks confirmed that Stop ended a
disposable local write and that a no-tool interruption could resume the
exact provider session. The browser fixture does not call Drive or
another external app.
- Passed all 5,615 UI tests and 3,090 other workspace tests. The CLI and
general server groups pass with targeted retries: two transient server
failures passed together on retry, and two embedded-database startup
failures passed after removing abandoned shared-memory segments from
this task's completed browser fixtures. All 144 serialized server suites
completed, with 2,189 tests passing after two transient HTTP socket
failures passed on retry.
- Passed all 135 heartbeat process/recovery tests, including a
deterministic regression that failed before the recovery-sweep fix.
- Passed 18 dispatch integration tests, including stopped-reviewer
links, company boundaries, and malformed run IDs.
- Greptile is 5/5 on `7dd170d83`, with zero unresolved review threads.
The security scan and all required CI gates pass for the same commit.

## Risks

- Safe continuation depends on complete tool reporting and a restorable
local provider session. Unknown outcomes remain blocked and require
reconciliation.
- Provider cleanup can take time. A timeout does not grant replay
permission.
- The change adds optional adapter context fields and an optional issue
projection. It does not change the database schema or require a
migration.
- Test cleanup truncates company data only in a disposable test
database.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 22:06:06 -05:00
DottaandPaperclip 35fdc0c66b fix: make task recovery durable and preserve current requests (#13075)
Make task recovery durable and preserve the latest user request across native and legacy continuations. Keep routine recovery quiet and prevent replay when action outcomes are uncertain.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 09:14:25 -05:00
5acf56658b feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Onboarding ends by handing a new user to their first agent on a
seeded first task
> - Today the wizard asks for a mission up front, the UI composes what
the agent is told, and the agent starts running before the user says
anything
> - New users get a cold, ticket-shaped start, and nobody can edit the
agent's brief or persona without a code change
> - This pull request makes the first task a short chat: a four-step
wizard, a chief-of-staff persona, a greeting plus a two-option opening
card, server-owned markdown texts, and no run until the user answers
> - It also gives question cards one consistent action row (Cancel /
Skip / Next), makes agent hires idempotent within a run, and turns the
Paperclip Runner flag on by default for self-hosted instances
> - The benefit is a first run the user steers, with texts a board
operator can edit as markdown

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The feature request
fields follow.

Related PRs and issues:

- Refs #11043 — an earlier draft of the first-task onboarding
experience. This PR supersedes it.
- Refs #11280 — a report about the onboarding first-task route test.
This PR extends that test file.

### Subsystem affected

Onboarding wizard, the seeded first task and its texts, task-chat
question cards, agent hiring, and the instance experimental settings.

### Problem or motivation

The onboarding wizard collects a mission through two extra steps and a
questionnaire. The UI then composes the first agent's instructions and
the first task description from those answers. The first task wakes the
agent at once, so the agent runs and posts before the user types a word.
Board operators cannot change the greeting, the brief, or the persona
without editing TypeScript. Question cards in chat behave differently
per adapter, and a single-select pick submits on click. A misread hire
response could create a duplicate agent that the creating agent cannot
remove.

### Proposed solution

Reduce the wizard to four steps and stop the UI from authoring agent
texts. Move the greeting, the brief, the chief-of-staff persona, and the
opening question into markdown and JSON files that the server loads at
runtime. Seed the persona onto the first agent through an explicit hire
marker. Do not wake the first task until the user answers the opening
card or types. Give every question card the same Cancel / Skip / Next
actions. Add an experimental toggle that switches the single-task
proposal between one confirmation card and a plan document with a
checkbox card. Make agent hires idempotent within a run.

### Alternatives considered

- Keep the mission questionnaire and feed it into the brief. Rejected:
the agent asks better questions in chat, and the wizard gets shorter.
- Keep the first task open-ended with a plain composer. Rejected: a
two-option card gives the user a clear first move.
- Derive the plan-document behaviour from the user's intent only.
Rejected in favour of an explicit experimental toggle so operators can
choose.
- Key the "pick does not submit" behaviour off the presence of a submit
label. Rejected: several adapters set a submit label on single-select
cards, and their cards would change behaviour.

### Roadmap alignment

`ROADMAP.md` lists no planned core work on onboarding or the first task.
This change refines the existing flow and does not duplicate planned
work.

## What Changed

- Wizard: four steps (Name your organization, Create your first agent,
Connect a model, Review). The front door and both mission steps are
removed with their state and saved-progress keys. The UI no longer
composes the first agent's instructions or the first task description.
- Server-owned texts: the greeting, the brief with two proposal
variants, the chief-of-staff persona, the opening question, and a README
live in `server/src/onboarding-assets/first-task/` and load at runtime.
The create route stores the assembled brief and ignores any client
description.
- Persona seed: an `onboardingFirstAgent` marker on the hire lets the
server seed the chief-of-staff persona over the first agent's entry
file. Board-authored hires only. The persona tells the agent the hire
response shape and to list agents before it acts on an unclear result.
- No auto-run: the first task does not queue an assignment wake. The
stranded-assignment reconciler leaves it idle until a user comment or an
answered card exists.
- Opening card: the server seeds an `ask_user_questions` card right
after the greeting with two options: "Interview me and propose a plan
and an agent team to execute it." and "I have a task in mind" with free
text. Answering wakes the agent.
- Experimental toggle `enableFirstTaskPlanProposal` (default off): the
single-task proposal is one confirmation card, or a plan document plus a
checkbox card when on.
- Question cards: every `ask_user_questions` card renders Cancel, Skip,
and Next (the submit label on the last question). Skip hides on required
questions. Picking an option no longer advances or submits by itself.
- Wizard guards: the dashboard's agentless offer ignores a cached empty
agent list while a refetch is in flight. The hire step adopts an agent
that already carries the typed name instead of hiring "Name 2".
- Agent hires are idempotent within a run: a retry of the identical
request under the same run id returns the existing agent with `200` and
`idempotent: true`. The fingerprint covers the whole validated request,
so a corrected payload is a new hire. Lookup, create, and activity
record run under one lock per company and run, so overlapping retries
cannot both create.
- The Paperclip Runner experimental flag defaults to on for self-hosted
instances. Cloud keeps its declared default: a managed instance whose
tenant row and managed overlay omit the flag resolves it to off.
- Question cards: a send that finds an earlier required answer missing
returns to that question with a message instead of failing silently.
- The two onboarding e2e specs follow the new wizard: the front door and
growth intake shots are gone, and the planning-mode spec dismisses the
opening card before it reads the composer.
- Docs: `docs/board-operator/editing-first-task-texts.md` explains how
to edit the texts and the toggle.

## Verification

Commands, run from the repo root:

```
pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build
pnpm --filter ./packages/shared typecheck
pnpm --filter ./ui typecheck
pnpm --filter ./server exec tsc --noEmit
pnpm check:token-gates
pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature
PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000
```

Results on this branch:

- Typecheck is clean for shared, ui, and server.
- Token gates: 4 of 4 clean.
- UI: 344 tests pass across 23 files.
- Server: all suites pass. The first test in `agent-skills-routes` has
its own 10 s cap and needs about 15 s on my laptop for the app cold
start. It passes with a longer cap. This PR does not change that cap.

Manual steps on a dev instance:

1. Open `/onboarding`. Confirm four steps: Name your organization,
Create your first agent, Connect a model, Review.
2. Finish the wizard. Confirm the first task shows the chief-of-staff
greeting and the opening card with two options. Confirm no run starts.
3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm
a run starts and an interview card of 3–4 questions arrives.
4. On a fresh organization, pick "I have a task in mind", type a task,
and press Continue. Confirm a proposal arrives as one confirmation card.
5. Turn on Settings → Experimental → "First task: propose with a plan
document" and repeat step 4. Confirm a plan document and a checkbox card
arrive.
6. Visit the dashboard after the hire. Confirm the wizard does not
reopen and one agent exists.
7. Open any question card. Confirm Cancel returns the plain composer
with the card still pending, Skip advances an optional question, and
Next moves to the next question.

Design reference with flow diagrams, chat mock-ups, and live captures:
https://pages.paperclip.ing/first-task-flow/proposed/

## Risks

- `pnpm dev` now builds the runner daemon because the Paperclip Runner
flag is on by default. Developers without a Rust toolchain must set
`PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances
that never set the flag now let qualified agents use the runner.
- The wizard drops the mission steps and their saved-progress keys. A
user who is mid-wizard on an older build restarts at step 1 after an
upgrade. Existing organizations are not touched.
- The first task no longer runs on its own. A user who neither answers
the card nor types sees no agent activity. This is intended.
- The persona seed applies only to hires that carry the marker from the
wizard. API hires are unchanged.
- Hire idempotency is scoped to one run id and to the exact request.
Retries across runs, or with a changed payload, still create a second
agent. The lock is per server process, which matches how an instance
serves its API.
- Single-select question cards no longer submit on pick. Users of
adapters that relied on that behaviour now press Next.
- No database migrations.

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

## Model Used

- Claude (Anthropic) through Claude Code. `claude-fable-5-1` with
extended thinking, tool use, and code execution wrote most commits.
`claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency
commits, as the `Co-Authored-By` trailers show.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-09-08 20:19:14 -07:00
DottaandPaperclip e200104727 feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests.

Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
DottaandPaperclip 7ed122911b Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 16:18:47 -05:00
DottaandPaperclip 1cc45086d3 feat: use the responsible person's GitHub for shared agent operations (#13005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Several people can send instructions to the same agent and task.
> - A fixed GitHub token in the provider process can keep the first
person's access after another person's message is accepted.
> - Task ownership cannot select credentials for each accepted
instruction or preserve the identity of an operation already in
progress.
> - This pull request records ordered execution identity contexts and
resolves credentials when managed Git, gh, or GitHub tools start.
> - The benefit is automatic personal GitHub access for shared agents,
with durable continuation rules and no teammate credential fallback.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: orchestration, connection grants, database, runtime
adapters, native runners, and run details.

**Problem or motivation**

A shared agent must use the person whose instructions it has accepted. A
queued message must retain its author. A retry or approval without new
instructions must retain the originating identity. GitHub must remain
optional for ordinary work.

**Proposed solution**

Persist execution identity separately from task ownership. Give new
processes a run-scoped broker capability and token-free managed
launchers. Capture identity at operation start. Keep an explicit
dedicated-agent grant as an override. Show redacted diagnostics in run
details.

**Alternatives considered**

Per-task ownership, fixed provider tokens, and mutable repository author
configuration do not handle accepted steering or concurrent operations.
A manual account-selection action would add unnecessary setup to each
turn.

**Roadmap alignment**

This completes the existing Multiple Human Users, MCP Tool Gateway &
Apps, Secrets Manager, and Self-healing Runs capabilities. The
implementation follows the maintainer-approved plan.

Related work: Refs #12843, Refs #12907. Existing proposals #4618 and
#8945 cover per-agent or per-worktree author configuration. This change
instead follows the accepted human instruction across runtime types.
Refs #11831 for governed personal connection delegation; this change
preserves connection audience checks and does not use standing
delegation as a personal credential fallback.

## What Changed

- Add durable, ordered identity contexts and active run references.
Preserve message authors through consolidation, steering, retries,
delegation, approvals, routines, and restart.
- Add an authenticated operation-time GitHub credential broker and
local/remote managed git and gh launchers. Keep personal tokens out of
the long-lived provider process.
- Resolve GitHub gateway and server-side Git operations through the same
responsible-person or dedicated-grant selection rules.
- Make absent and unavailable GitHub credentials non-blocking at generic
startup. Clear host and prior-person credentials. Keep anonymous Git
access where supported.
- Add run-detail identity history and the dedicated-account warning.
Keep task ownership and queue-versus-steer decisions unchanged.
- Preserve personal OAuth declarations through connection edits. Retain
exact selected grants in the gateway.
- Fix continuation races found during real acceptance: verify a warm
owner before credential rotation, and wait for bounded durable runner
suspension before the next run starts.
- Make migrations replay-safe. Retain identity through agent/run
deletion, remove it with its company, and clean terminal launcher
directories before releasing execution environments. Document
coordinated release and rollback.

## Verification

- Full workspace typecheck, build, and token gates passed. The complete
local suite passed in its normal test groups: 17,120 passing tests,
including all 143 serialized server suites. After integrating the newly
merged runner API work, full local typecheck and build passed again,
along with 890 focused integration tests. All 31 checks on the
integrated revision passed, including build, browser E2E, release
registry, canary dry run, typecheck, security and all test suites.
Greptile is 5/5 with all review threads resolved.
- Current focused checks passed: 142 native executor tests, 67 runtime
lifecycle tests, 9 durable identity tests, 75 credential/routine tests,
19 low-trust/resumption tests, and the executable migration replay test.
- Authenticated browser acceptance with two Paperclip users and two
GitHub accounts on one shared native agent passed. Real commits and
pushes followed A → B accepted steering → queued A continuation in the
same saved conversation. GitHub commit author and committer identities
matched all three operations. Both runs succeeded and task ownership
stayed unchanged.
- Real GitHub MCP calls switched from A to B after accepted steering. A
delegated subtask retained its originating identity across a server
restart.
- Disabling B's GitHub connection left ordinary work successful. Managed
gh was unauthenticated and the provider had no inherited GH_TOKEN or
GITHUB_TOKEN.
- The browser displayed run-detail diagnostics and the exact
dedicated-account warning. A final controller-restart check followed by
another-person continuation retained the conversation, selected the
correct GitHub login and Git author, and removed each terminal launcher
directory.
- Company-lifetime migration and all five previously failing CI suites
passed locally (167 tests). Same-token gateway A → B → A and six
broker/launcher boundary tests passed.
- Remote callback, launcher, sandbox, and runtime contract tests passed.
Both native and legacy Codex completed actual Daytona executions on the
integrated revision ([campaign
results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)).
The remote package-manager shim staging regression also passed locally.

## Risks

- Deploy the migrations, server broker, launchers, and runner artifacts
together. Existing processes finish with their original contract. New
managed processes need the broker endpoint for GitHub operations.
- Finish or stop new managed executions before rolling application code
back. Keep the additive schema and identity history during rollback.
- Scripts that require a persistent raw GH_TOKEN must use managed git,
gh, or GitHub gateway tools. Run capabilities authorize code executing
within that run to acquire its current identity; this is not
hostile-code isolation within one execution principal. Managed commands
prevent automatic credential carryover; arbitrary code deliberately
copying a credential is outside that boundary.
- Uncertain steering acknowledgement deliberately holds new credential
acquisition until reconciliation. Already-started operations retain
their captured identity.
- GitHub private access and provider outages can still fail the specific
operation that needs them. Dedicated grant failure does not fall back to
personal access.

## Model Used

OpenAI GPT-6 through Codex assisted implementation, review, shell
execution, and browser acceptance. The exact model variant and
context-window size are not exposed in this session. Tool use included
TypeScript and Rust tests, database integration tests, GitHub CLI, and
authenticated browser control.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 14:32:20 -05:00
Dotta 0c1e7504c0 fix(runner): persist warm Daytona workspaces across turns (#12904)
## Thinking Path

> - Daytona preserves a stopped sandbox filesystem, but deleting or
replacing a sandbox removes its only remote copy.
> - Warm reuse therefore improves latency but cannot be Paperclip's
durability boundary.
> - The host execution workspace must remain authoritative after every
successful turn, while same-run recovery must avoid overwriting
unexported remote work.
> - Result proposal, workspace export/merge, and terminal completion
need a durable, replayable ordering so a crash never starts a duplicate
provider turn.
> - A paid browser acceptance suite must exercise both legacy Codex and
Runner Codex for three real turns on one continuously warm Daytona
sandbox.

## Linked Issues or Issue Description

Refs #12901.

Runner Codex did not previously export successful Daytona workspace
changes back to the authoritative host workspace. That made warm reuse
depend on Daytona's remote filesystem and left deleted/replacement
sandboxes without a reliable reconstruction path. The existing paid
fixture also lacked a focused three-turn continuity case for both Codex
adapters.

## What Changed

- Persist versioned, atomic native workspace-sync descriptors and
durable seeds in `PAPERCLIP_HOME`, without credentials or a database
migration.
- Classify fresh, warm, replacement, and same-run-recovery workspace
preparation explicitly; ambiguous lease/root/digest evidence fails
closed.
- Finalize native workspace export/merge after semantic result proposal
and before run completion, with idempotent replay that never submits a
second provider turn.
- Surface legacy Codex workspace restoration failures instead of masking
them, while preserving an earlier provider error when both fail.
- Keep healthy reusable Daytona leases warm for legacy and native
adapters, stamp finalized workspace generations, and retain existing
cleanup behavior for per-turn or unhealthy leases.
- Preserve Runner Codex's provider process/session across warm turns,
including bounded post-terminal tail draining and exact authority
rotation.
- Add the exact paid `daytona-warm-continuity` matrix:
  - `legacy-codex × daytona × warm-three-turn`
  - `runner-codex × daytona × warm-three-turn`
- Drive all three turns through the browser, verify ordered file
continuity and stable lease/workspace/runtime identities, capture
per-turn timings, and delete the sandbox immediately after assertions.
- Document `pnpm test:e2e:runner -- --suite daytona-warm-continuity`; no
package script was added.

## Verification

- `pnpm typecheck` — passed, including migration safety (no migration
added)
- Focused server/runner Vitest coverage — 144 passed
- `pnpm test:e2e:runner:unit` — 114 passed
- `pnpm test:e2e:runner:typecheck` — passed
- `pnpm --filter @paperclipai/paperclip-runner test:codex` — 66 passed,
1 helper ignored
- `native-session-executor.test.ts` — 139 passed, including safe
fail-closed cleanup after remote runner identity capture failure
- Paid local browser acceptance, exact post-rebase Linux/amd64 runner
binary:
- Runner Codex — passed in 1.7m; 3 runs; lease outcomes `created,
resumed, resumed`; 10/10 matchers; cleanup passed
- Legacy Codex — passed in 2.7m; 3 runs; lease outcomes `created,
resumed, resumed`; 10/10 matchers; cleanup passed
- [Protected paid GitHub Actions
campaign](https://github.com/paperclipai/paperclip/actions/runs/34026735033)
against `7da42a91b95fa7fb2df126668ef7e37afb3b2b9d` — passed 2/2:
- Runner Codex — 3 runs; lease outcomes `created, resumed, resumed`;
evidence and cleanup passed
- Legacy Codex — 3 runs; lease outcomes `created, resumed, resumed`;
evidence and cleanup passed
  - Merge/enforcement, S3 history, and Pages publication jobs passed
- Paid result artifacts were scanned for both provider credentials;
neither secret was present.
- Current PR checks — 31 passed, 1 expected Storybook skip; Greptile
5/5; Superagent security scan passed
- `git diff --check origin/master...HEAD` — passed
- Confirmed no `package.json`, lockfile, migration, or SQL changes.

## Risks

- Workspace synchronization now sits on the terminal-success path, so a
remote export failure deliberately prevents false success. Retryable
state retains its lease/seed; loss of the only unexported remote copy
fails closed.
- Warm provider reuse has strict identity and quiescence checks.
Mismatched or ambiguous evidence blocks reuse rather than risking
concurrent provider work.
- The paid suite incurs Daytona and Codex cost only in the existing
protected scheduled/manual workflow and explicitly destroys its sandbox
after each cell.

## Model Used

OpenAI Codex with GPT-5 agentic reasoning, repository inspection, real
browser E2E execution, Rust/TypeScript test execution, and GitHub
Actions 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 linked an existing issue or described the issue
in-PR
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name contains no internal ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have documented the dedicated suite invocation without adding a
package script
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green on the current revision
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the current revision
- [x] I will address all reviewer comments before requesting merge
2026-09-06 08:16:12 -05:00
Nicky LeachandPaperclip 184b014c25 feat(telemetry): add the agent.task_run event and emit it at every terminal run transition (#12809)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip records agent run outcomes through telemetry and run
lifecycle services
> - Terminal run transitions need one consistent event for outcome
analysis
> - The current paths do not report every terminal transition through
one event
> - This pull request adds the agent.task_run event and emits it at each
terminal transition
> - The benefit is complete run outcome data without exposing raw task
identifiers

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Paperclip telemetry reports agent activity, but it does not report every
terminal task run through one event.

**Subsystem affected**

Cross-cutting (multiple of the above): packages/shared telemetry and
server run lifecycle services.

**Current behavior**

Several run paths write a terminal status without a matching
agent.task_run telemetry event.

**Proposed behavior**

Each terminal run transition emits one agent.task_run event. The event
records the terminal state and uses the existing pseudonym helper for
the optional task identifier.

**Reason and benefit**

Complete terminal-run data helps operators measure agent outcomes. The
pseudonym helper prevents the raw task identifier from leaving the
installation.

**Breaking changes**

None. The change adds an event and keeps existing event behavior
compatible.

## What Changed

- Add the agent.task_run telemetry contract and client helper.
- Reuse the existing pseudonym helper for the task identifier. The
helper hashes the identifier with a per-installation salt and returns 16
hexadecimal characters. The raw identifier never leaves the
installation. Existing identifiers do not move.
- Emit one event from each legacy, native, recovery, and issue terminal
transition.
- Keep emissions outside database transactions and make delivery
best-effort.
- Add regression tests for event shape, hashing, terminal transitions,
and emission failures.
- Document the event and its privacy rule in the telemetry data
contract.

## Verification

- `npx tsc --noEmit` in `server/` passes at the submitted commit.
- The pull-request CI suite must pass. CI is the authority because local
Vitest has a known dependency artifact.
- The added regression tests cover event output shape, per-installation
hash divergence, raw identifier handoff, omitted identifiers, and
non-throwing emits.

## Risks

- A missed terminal path could reduce event coverage.
- Telemetry delivery remains best-effort and cannot change run
finalization.
- The pseudonym helper uses installation-specific state, so identifiers
differ between installations.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution. Context window details
were not provided.

## 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 have addressed all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 08:21:32 -07:00
DottaandPaperclip 87d05e194b feat(work-products): add rich cards and run artifact inventory (#12717)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies.
> - Agent outputs must remain visible after a run and easy to inspect
from a task.
> - The thread and artifact inventory need one consistent rich-card
vocabulary.
> - Run uploads also need durable artifact registration and
producing-run context.
> - Reviewers need deterministic examples for each rich-card kind and
state.
> - This pull request adds the shared presentation, registration,
inventory, and Storybook review coverage.
> - The benefit is a complete output path that reviewers can inspect
without seeded data.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves work-product presentation in task threads and the
task Artifacts tab.

**Subsystem affected**

The change affects shared work-product contracts, the runner diff path,
server attachment and work-product services, GitHub metadata refresh,
the React board UI, and Storybook.

**Current behavior**

The thread used generic cards. Some files uploaded by a run existed only
as message attachments. The Artifacts tab showed a flat list without run
context or filters. Storybook showed only one resting card per kind.

**Proposed behavior**

The thread uses rich cards for supported work-product types. Each
run-produced file registers one attachment-backed artifact work product.
The Artifacts tab groups outputs by run and supports filters. Storybook
shows every kind and requested state, PR lifecycle states, stats
variants, truncation, mobile layout, and message-tail media.

**Reason and benefit**

Users can identify outputs quickly. Reviewers can inspect all card
permutations without creating task data.

**Breaking changes**

None. The metadata fields and automatic artifact registration are
additive. Existing attachments and work products keep their current
behavior.

## What Changed

- Added a shared rich work-product card with kind-specific content and a
compact inventory variant.
- Added pull-request and commit diff metadata plus bounded GitHub state
refresh.
- Added media strips and typed file chips to message-tail attachments.
- Registered each run-produced attachment as an artifact work product in
the same server transaction.
- Grouped task artifacts by run with agent and timestamp headings.
- Added type and run filters, image thumbnails, compact cards, and a
company Artifacts link.
- Added a Storybook kind-by-state matrix with stats variants for all
eight visual kinds.
- Added PR open, draft, merged, and closed examples, long-title
truncation, an exact 375-pixel viewport, and message-tail overflow
coverage.
- Closed reconciled runtime work products when the linked runtime stops
or disappears, so the card shows `Stopped` instead of `Unhealthy`.

### Screenshots

Before: one resting card per kind.

![Previous rich-card
inventory](https://pages.paperclip.ing/rich-work-product-storybook-20260902/before-inventory.png)

After: the kind and state matrix.

![Rich-card kind and state
matrix](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-kind-state-matrix.png)

After: message-tail media at 375 pixels.

![Message-tail thumbnails and typed
chips](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-message-tail.png)

[Open the Storybook evidence
viewer](https://pages.paperclip.ing/rich-work-product-storybook-20260902/).

The earlier artifact inventory comparison remains available in the
[artifact inventory
viewer](https://pages.paperclip.ing/rich-artifacts-inventory-proof-20260902/).

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passed.
- `pnpm check:token-gates` passed.
- `pnpm build-storybook` passed.
- `pnpm exec vitest run
server/src/__tests__/work-product-runtime-reconciliation.test.ts` passed
with 5 tests.
- Chromium visual checks passed at desktop and 375-pixel widths.
- All 30 latest-head GitHub checks passed. One unrelated annotation test
was flaky and passed on its single retry.
- Greptile passed at 5/5 with zero unresolved threads.

## Risks

- Low risk. The Storybook change adds review fixtures only. The runtime
fix changes read-time reconciliation without database writes.
- The matrix is intentionally large so every permutation stays visible
in one review surface.

> I checked `ROADMAP.md`. This work does not duplicate planned core
work.

## Model Used

- OpenAI Codex with GPT-5 and GPT-5.6-sol across this pull request.
Reasoning, tool use, and code execution were enabled. The context-window
size is 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 public branch name describes the change and contains no
internal task id
- [x] I have run tests locally and the changed-path tests pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [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>
2026-09-02 15:27:54 -05:00
Dotta 72b9f92d76 fix(runner): restore task runtime parity (#12685)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task view shows a running agent and lets an operator guide that
agent.
> - The merged runner stack lost parts of the accepted task experience.
> - Native event errors could hide current reasoning from the operator.
> - Queued message steering had no server route on `master`.
> - This pull request restores the task-runtime behavior and keeps the
runner experimental gate.
> - The benefit is a visible and steerable native run with durable
fallback behavior.

## Linked Issues or Issue Description

**What happened?**

The task view could stop showing current runner reasoning. The steering
action also failed because the server route was absent. Runner
instruction files were not declared as supported.

**Expected behavior**

The task view must show current provider activity. It must use the live
log when durable native events are empty or unavailable. The operator
must be able to steer a queued message into the active native turn.

**Steps to reproduce**

1. Enable the Paperclip Runner experimental setting.
2. Start a native runner task.
3. Open the task view while the run emits reasoning.
4. Queue a message and select the steering action.

**Paperclip version or commit**

The regression reproduces on `24a674f8858060e77ea1beb50689d26473e91431`.

**Additional context**

Related closed work: Refs #12592.

## What Changed

- Restored the queued-comment steering route for active native sessions.
- Added durable and queue-bound steering acknowledgements for safe
retries.
- Restored runner instruction bundle support.
- Added live-log fallback when native events are empty or unavailable.
- Restored the compact live reasoning ticker in the task view.
- Added a visible temporary-unavailable state when both activity sources
fail.
- Kept the unified Paperclip Runner experimental gate unchanged.

## Verification

- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm -r typecheck`
- `pnpm check:token-gates`
- `pnpm build`
- Seven focused test files passed with 140 tests.
- The final steering regression file passed with 12 tests.
- The broad local test run reached unrelated workspace, port, and shared
database failures. The changed-area tests remained green.

## Risks

- The steering route changes queue and run records in one transaction.
Tests cover stale targets, unavailable sessions, lost responses, and
wrong-queue acknowledgements.
- Native events remain the primary transcript source. The live log is
used only when event data is absent or its poll fails.
- The experimental gate still hides and rejects the runner when the
setting is off.

> 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, with tool use, code execution, and subagent review.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — no
documentation change is required for this regression repair
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 21:17:54 -05:00
DottaandPaperclip 4b6de5327e Remove cheap model profiles (#12683)
## Thinking Path

> - Paperclip manages agents that use different model providers and
adapters.
> - Paperclip must keep agent execution rules clear and predictable.
> - The cheap-model profile added a second execution mode across
adapters, task recovery, APIs, and the UI.
> - That mode increased configuration and recovery complexity.
> - This pull request removes the cheap-model profile as a product
feature.
> - The benefit is one model-selection path for normal work and recovery
work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change simplifies model selection across agent configuration, task
execution, recovery, and adapter capabilities.

**Current behavior**

Paperclip exposes cheap-model profiles in adapter metadata, agent
runtime configuration, task overrides, recovery rules, APIs, and the
board UI. Recovery work can select a different model profile from the
agent's configured model.

**Proposed behavior**

Paperclip uses the agent's configured model for normal work and recovery
work. Status-only recovery stays limited to coordination work. The API
rejects legacy model-profile configuration. A migration removes stored
model-profile values from existing agent, issue, and historical revision
records.

**Reason and benefit**

One model path reduces configuration, API, UI, and recovery complexity.
It also prevents status recovery from becoming a separate product-level
model-routing feature.

**Breaking changes**

This change removes model-profile fields and adapter capability
metadata. Existing stored model-profile values are removed by an
idempotent migration. The validators reject new legacy profile values
with clear errors.

## What Changed

- Removed model-profile types, adapter capabilities, API fields, and
model selection logic.
- Removed cheap-model controls from agent and task UI surfaces.
- Kept status-only recovery limited to coordination context while normal
continuations use the configured agent model.
- Added an idempotent migration that removes stored model-profile values
from agents, issues, and configuration revisions without changing issue
update timestamps.
- Updated tests and product documentation for the single-model behavior.

## Verification

- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` completed with 5,607 passing tests and 8
environment-sensitive failures in unrelated fixed-port and
database-deadlock suites. The same failures repeated in an isolated
rerun. CI is the final clean-room result.

## Risks

- This is an intentional breaking change for clients that send
model-profile fields.
- The migration changes legacy agent, issue, and configuration-revision
JSON. It is idempotent and preserves unrelated fields and issue update
timestamps.
- The change is cross-cutting because the removed feature existed in
adapters, shared contracts, the server, plugins, and the UI.

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

## Model Used

- OpenAI Codex with `gpt-5`. Reasoning and tool use were enabled. The
runtime did 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)
- [ ] 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:57:38 -05:00
DottaandDev Agent 25cf079ec5 feat(runner): add Codex-native application integration (#12591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runner package is useful only when the application can start,
observe, and recover a native Codex run safely.
> - Existing direct adapters must keep their current execution and
finalization paths.
> - The application boundary therefore needs additive persistence,
authorization, coordination, and recovery behind an explicit
experimental adapter.
> - This pull request adds that Codex-only boundary without activating
generalized providers, remote environments, or the later task/SDK
surfaces.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, database persistence, adapter utilities, server
native-runtime services, and the experimental Paperclip Runner adapter.

**Problem or motivation**

The already-landed runner package has a qualified Codex path, but the
application needs durable native-run state, guarded runtime selection,
authenticated coordination, tool security, finalization, and recovery
before the experimental adapter can be exercised safely.

**Proposed solution**

Add a Codex-only `paperclip_runner` application path behind the existing
default-off native-runner setting. Bind native state and coordination to
company/run identity, preserve persisted-run recovery, and leave every
direct adapter on its existing legacy execution path.

**Alternatives considered**

The earlier stack boundary introduced a generalized executor and
remote-environment lifecycle here. That made this PR depend on
implementations in higher PRs and changed reusable sandbox behavior
globally. Those pieces are now deferred together to #12592.

**Roadmap alignment**

ROADMAP.md does not list a conflicting native-runner integration
project. This change adds the application boundary for the existing
Runner architecture.

## What Changed

- Added native run/result/finalization/provider-trace persistence,
shared validators, and idempotent migration/replay coverage.
- Added guarded Codex-only runtime selection, authenticated PRP
coordination, recovery, finalization, and interaction services.
- Added run/company-bound tool-gateway authorization, credential
redaction, SSRF protections, and replay-safe behavior.
- Added the explicit `paperclip_runner` adapter behind the default-off
rollout setting.
- Preserved legacy answered-question wake projection and direct-adapter
execution/finalization paths.
- Hardened cancellation so only owned in-memory child processes are
signaled; persisted recycled PIDs/process groups are never trusted.
- Retained the narrow Claude ACPX isolated-context security follow-up
discovered after #12590.
- Deferred the generalized executor, provider ingress, remote lifecycle,
SDK/lab/eval work, release-process changes, and lockfile.

## Verification

- Changed-file delta against `master`: 133 files.
- GitHub Actions is the authoritative verification environment for this
PR.
- Full CI, security, and Greptile review will run on this lowest
unmerged stack PR.
- Local tests/build/typecheck were not run because this checkout is
resource constrained.
- Static diff/reference checks pass, and `pnpm-lock.yaml` is unchanged.

## Risks

- This touches central heartbeat and agent-route code, so legacy
compatibility is the primary risk.
- Runtime selection remains Codex-only and explicit; direct Codex,
Claude, OpenCode, process, HTTP, and plugin adapters remain on their
existing paths.
- Fresh native starts fail closed while the rollout flag is off;
persisted native records remain readable and recoverable.
- Cancellation, company/run binding, tool calls, status decisions, and
completion writes are guarded or replay-safe.

> 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.

## Model Used

OpenAI Codex, GPT-5.6, with repository tools, code execution, and
parallel agent review.

## 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 or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass — GitHub Actions is
authoritative for this resource-constrained checkout
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI and security gates are green
- [ ] Greptile is 5/5 with no open actionable findings
- [x] I will address all Greptile and reviewer comments before merge

## Stack

- Position: 3 of 5 overall; lowest of 3 currently unmerged
- Base: `master`
- Previous:
[#12590](https://github.com/paperclipai/paperclip/pull/12590), qualified
Claude ACPX runtime — merged
- Next: [#12592](https://github.com/paperclipai/paperclip/pull/12592),
generalized Codex executor, task experience, and developer SDKs

---------

Co-authored-by: Dev Agent <dev@paperclip.ing>
2026-08-31 14:38:38 -05:00
Dotta bc9ba7cd26 feat(runner): project native runs into task threads (#12321)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The experimental Paperclip Runner can execute a guarded Codex run
and persist provider-neutral events.
> - The task page still reads direct-adapter transcripts and cannot
present those native events.
> - Structured runner questions must also use the existing task
interaction experience.
> - Runtime selection must use the persisted run mode, not an adapter
name or a current feature flag.
> - This pull request projects native events and questions into the
existing task thread.
> - Direct adapters keep their existing transcript, composer,
interaction, and finalization paths.
> - The benefit is a complete native Codex task thread without a
behavior change for existing adapters.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces that stale implementation on
current `master`.

**What happened?**

The server persists native runner events and structured input requests.
The task page only consumes direct-adapter transcripts. A native run
therefore cannot present a complete transcript, usage, or question flow
through the normal task experience.

**Expected behavior**

Native runs project persisted provider-neutral events into the existing
task thread. Native structured questions use the existing interaction
card. Direct adapters retain their current behavior.

**Steps to reproduce**

1. Enable the experimental runner.
2. Start a native Codex run that emits progress, usage, a structured
question, and a final reply.
3. Open the task page.
4. Observe that the direct-adapter transcript path cannot project the
native event records.

**Paperclip version or commit**

`master` at `67f9867bc`.

## What Changed

- Add the canonical structured-question validator and shared contract
exports.
- Materialize native input requests as existing task interactions.
- Validate native answers and deliver them through the durable
question-response receipt.
- Resume the original PRP request with an idempotent `request.resolve`
command.
- Project native messages, tool activity, cumulative usage, and final
replies into the existing transcript model.
- Propagate persisted `runtimeMode` to the task page and select native
handling only for `runtimeMode: "native"`.
- Expire pending interactions through the shared issue service on every
terminal transition, including decisions, stalled reviews, tree control,
and pipeline retry cleanup.
- Queue native run cancellation while a transaction is open and execute
it only after the owning transaction commits.
- Keep nonterminal and non-runner issue paths on their existing service
call shapes and behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed, including the
Rust runner release build and protocol/catalog drift gates.
- Focused native-thread and lifecycle suites — 18 files and 481 tests
passed during review.
- `issue-execution-policy-routes.test.ts` — 19/19 passed after the final
transactional-queue expectation update.
- `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the
final isolated compatibility rerun.
- GitHub Actions — policy, build, canary, typecheck/release registry, 5
serialized server shards, 8 general-test shards, 3 browser shards, and
both aggregate gates passed on `7793f3193`.
- Security — Snyk, Socket Project Report, Socket PR Alerts, and
Superagent passed.
- Greptile — 5/5 on `7793f3193`; all actionable review threads resolved.
- `git diff --check` — passed.
- Diff against `master`: 44 files.

## Compatibility Boundary

- Native transcript polling only runs when the persisted run reports
`runtimeMode: "native"`.
- Missing or legacy runtime modes continue through
`useLiveRunTranscripts`.
- Legacy questions keep the existing optional free-text choice.
- Native closed select sets can suppress that legacy fallback.
- Terminal cleanup uses the same issue service for native and legacy
interactions; only a bound native question schedules a native run
cancellation.
- Native cancellation happens after transaction commit, so failed or
rolled-back writes do not cancel a still-valid run.
- The durable delivery service checks the original native request before
it considers a continuation run.
- This pull request adds no migration, dependency, workflow, manifest,
or lockfile change.

## Risks

The main risk is routing a direct-adapter task through native handling
or changing terminal issue behavior. The implementation selects the
native path only from persisted runtime facts, retains the existing
nonterminal call shape, and schedules native cancellation only for a
validated bound native question after commit. Focused and
repository-wide tests cover both paths. Native requests remain bound to
the company, issue, run, and agent; answers are validated, durable, and
idempotent across reconnects.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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 affected local tests and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the compatibility notes for this change
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I addressed all Greptile and reviewer comments before requesting
merge
2026-08-29 19:26:20 -05:00
Dotta a560b48d6d feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Provider catalogs must match each provider's current protocol and
credential contract.
> - Postman method labels and API-key placement were outdated.
> - Shopify now offers a UCP commerce endpoint that needs a managed
agent-profile argument.
> - This pull request updates both providers and documents the complete
connection-authoring workflow.
> - The benefit is accurate setup, safer runtime defaults, and a
repeatable provider review process.

## Linked Issues or Issue Description

Refs #11965

This is stack 10 of 11. It depends on stack 9 and preserves the final
catalog work recovered from #11965.

Related: #5904 covers Shopify skill routing. This pull request covers
the Apps connection contract instead.

## What Changed

- Update Postman hosted MCP methods, capability choices, default
selection, and bearer-token placement.
- Add Shopify UCP commerce and Storefront compatibility methods with
public-store prerequisites.
- Inject the reviewed Shopify UCP agent profile at runtime and remove
that managed field from user input schemas.
- Classify Shopify checkout completion and cancellation as destructive
actions.
- Expand the connection authoring runbook from provider research through
verification and pull request handoff.
- Add focused shared, server, and UI coverage.
- Make the approved-execution waiter phase-aware so slow preparation
cannot consume the provider execution timeout and grace period.
- Settle legacy pre-execute-on-approve requests and invocations as
failed, clear their stale idempotency key, and allow a fresh governed
approval instead of leaving work stuck in `executing`.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/pages/apps/AppsConnect.test.tsx -t
"Postman|Shopify|normalizeConnectionMethodConfig|classifyRisk"` (16
passed)
- `pnpm exec vitest run
server/src/services/approved-execution-wait.test.ts` (4 passed)
- `pnpm exec vitest run server/src/__tests__/tool-gateway.test.ts -t
"enforces policy, approvals, retries, rate limits, and company
boundaries for connected remote MCP calls"` (1 passed)
- `pnpm exec vitest run
server/src/__tests__/tool-gateway-service.test.ts` (21 passed; includes
legacy approval settlement and fresh-approval recovery)
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`

## Risks

- Shopify UCP calls now include a Paperclip-managed agent profile that
overrides caller input at the same path.
- Postman EU credentials now use the hosted MCP server's bearer-token
contract instead of the general REST API header.
- The catalog generator and checked-in definitions change together to
prevent regeneration drift.
- Approved execution preparation has an explicit two-minute bound;
provider execution retains its own 65-second timeout and persistence
grace starting from durable provider start.
- Legacy approvals created before execute-on-approve are intentionally
terminalized and must be requested again under the current signed
contract.

> I checked `ROADMAP.md`. This provider update does not duplicate
planned core work. The related open Shopify PR addresses skill routing,
not Apps connections.

## Model Used

OpenAI Codex, GPT-5. The runtime exact model ID and context window were
not exposed. The model 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 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
2026-08-29 12:08:35 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model 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 linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model 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 linked a public issue or pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
Devin Foley bc1a21564f Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.

**Subsystem affected**

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

**Current behavior**

The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.

**Proposed behavior**

The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.

**Reason and benefit**

Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.

**Breaking changes**

The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.

## What Changed

- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.

## Verification

Commands run from the repository root:

- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`

New tests added:

- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.

## Merge with master

`master` moved while this was open, and the merge needed two
resolutions:

- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
  the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
  kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
  `0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
  columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
  passes.

The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.

## Risks

- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## 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
2026-08-27 12:11:05 -07:00
Dotta 67f9867bc6 fix(interactions): deliver question answers durably (#12307)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can pause a task and ask the user structured questions.
> - The answer is durable in the issue interaction, but delivery to the
next run is not durable.
> - A process restart can therefore leave an answered interaction
without a continuation attempt.
> - Native runners also need a provider-neutral question contract before
the task page can consume native events safely.
> - This pull request adds a content-free delivery outbox and an
optional native steering seam.
> - Direct adapters keep their existing heartbeat continuation path.
> - The benefit is reliable answer delivery without changing runtime
selection or task-page behavior.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces the question-delivery foundation
from that stale task-thread pull request. The task-thread projection
will follow in a smaller pull request.

**What happened?**

Question answers were stored in the issue interaction. The server then
made one in-memory continuation wake. A server stop between those
operations could leave the answer stored but not delivered. The combined
native task-thread pull request also made this behavior hard to review
separately from UI changes.

**Expected behavior**

The answer and its delivery receipt must commit in one transaction. The
server must retry pending receipts after a restart. Existing direct
adapters must keep the current wake path. A native runtime may use the
optional steering seam, but this pull request does not enable native
steering in production.

**Steps to reproduce**

1. Create an `ask_user_questions` interaction.
2. Answer the interaction.
3. Stop the server before the continuation wake completes.
4. Start the server again.
5. On current master, no durable record tells the server to retry the
answer delivery.

**Paperclip version or commit**

Current `master` at `4d82f5eae`.

## What Changed

- Add the `issue_question_response_deliveries` table and migration.
- Store only routing state, a correlation ID, and a payload digest in
the delivery row. The answer remains in the existing interaction result.
- Commit an answered interaction and its pending delivery row in one
transaction.
- Add bounded claims, retry recovery, cumulative terminal state, and
content-free activity records.
- Keep every built-in direct adapter and external adapter on the
existing heartbeat wake path.
- Add an optional native steering seam. No production caller supplies
that seam in this pull request.
- Retain the provider-neutral `paperclip.question_set.v1` presentation
on recovered interactions.
- Run delivery immediately after an answer and sweep pending rows at
startup and on the existing server interval.
- Add focused database, service, route, startup, adapter-matrix, digest,
and duplicate-delivery tests.

## Compatibility Boundary

- This pull request does not change adapter selection.
- This pull request does not start runnerd.
- This pull request does not create native run records.
- Direct adapters never call the native steering seam.
- The existing interaction result stays authoritative for answer
content.
- The migration is additive and does not rewrite existing rows.
- This pull request has no UI, dependency, workflow, package-manager, or
lockfile changes.
- The diff has 19 files.

## Verification

- `pnpm exec vitest run
server/src/__tests__/question-response-delivery.test.ts
server/src/services/issue-thread-interactions.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` — 4 files
and 120 tests passed.
- `pnpm -r typecheck` — passed for all applicable workspaces. This
includes Cargo format and check, protocol drift checks, and migration
safety.
- `pnpm build` — passed. This includes the Rust release binary, server
build, and UI production build.
- `git diff --check` — passed.
- Secret patterns were not present in the changed text files.
- The repository token gates currently report violations from unchanged
files on `master`. This pull request does not change those files.

## Risks

The main risk is routing a direct-adapter answer into a native session.
The service checks the persisted runtime mode, and the adapter matrix
proves that all direct adapters use only the existing wake path. The new
table is additive. It has foreign keys, unique correlation constraints,
bounded attempts, and status checks. Activity records omit question and
answer content.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes:` / `Closes:`
/ `Refs:` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket ID or instance-derived details
- [x] I have run the affected tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have documented the new contracts and compatibility boundary
- [x] I have considered and documented compatibility and security risks
above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 12:12:21 -05:00
zach-hermesandPaperclip 8db826d18a fix(issues): cycle-aware issue_blockers_resolved after terminal reset (#11979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents resume blocked work through the `issue_blockers_resolved`
wake when every durable blocker is `done`
> - That wake is level-triggered: one ready state produces one wake,
shared by the issue update route, workspace-finalize backstop, and
periodic liveness backstop
> - The ready-state key hashed only the dependent id and blocker set, so
it ignored a later reset from a terminal status back into `blocked`
> - After that reset, completing the same blockers found the previous
cycle's completed wake and suppressed the new continuation
> - This pull request folds the dependent's `blockedTransitionAt` into
the ready-state key, with compatibility for old no-cycle keys
> - The benefit is that a reset blocked issue receives exactly one new
wake without watchdog status repair or a change to blocker edges

## Linked Issues or Issue Description

Refs: https://github.com/paperclipai/paperclip/issues/5985
Refs: https://github.com/paperclipai/paperclip/issues/6555
Related: https://github.com/paperclipai/paperclip/pull/8009
Related: https://github.com/paperclipai/paperclip/pull/11570

This change does not auto-flip `blocked` to `todo`. The wake is the
continuation. It also does not treat cancelled blockers as resolved.

**What happened?**
A blocked assigned issue that was previously `done` or `cancelled`, then
reset to `blocked` on the same blocker set, did not receive
`issue_blockers_resolved` when those blockers later returned to `done`.
A completed wake from the previous cycle reused the same level-triggered
state key and suppressed the new wake. Route-time emit,
workspace-finalize backstop, and periodic liveness backstop all used
that helper.

**Expected behavior**
When every durable blocker is `done`, a currently `blocked` assigned
issue must receive exactly one valid `issue_blockers_resolved`
continuation for the current blocked cycle. A completed wake from an
earlier cycle must not suppress it. Watchdog `blocked` → `todo` repair
must not be required.

**Steps to reproduce**
1. Assign issue B, block it on issue A, mark A `done`, and let B receive
`issue_blockers_resolved`.
2. Mark B `done`.
3. Reset A to `todo` and reset B from `done` to `blocked` on the same A
id. This refreshes `blockedTransitionAt`.
4. Mark A `done` again.
5. Observe that B stays `blocked` with no new `issue_blockers_resolved`
wake.

**Paperclip version or commit**
`master` at `cc42a67e7e9e8eb183097afc8ff4ebfa694fb3e0`

**Deployment mode**
Self-hosted server

## What Changed

- Extend `buildIssueBlockersResolvedWakeStateKey` so the digest includes
the dependent's `blockedTransitionAt` as UTC ISO-8601, or `none`
- Thread `blockedTransitionAt` through `listWakeableBlockedDependents`,
both route emit sites, and both backstop candidate selects
- Keep compatibility: new cycle-aware keys suppress in idempotent
statuses; old no-cycle state keys suppress when in-flight, or when
completed and `requestedAt >= blockedTransitionAt` (or the cycle is
null); legacy per-edge keys stay in-flight-only
- Do not rewrite `blockedByIssueIds`, auto-flip `blocked` → `todo`, or
delete historical wake rows
- Add helper, route, restore, chained dependent, and backstop tests for
the reset cycle

## Verification

```
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/issue-dependency-wakeups-routes.test.ts \
  src/__tests__/heartbeat-issue-liveness-escalation.test.ts \
  src/services/issue-dependency-wakeups.ts \
  src/services/issue-dependency-wakeups.test.ts
```

Local result: all named tests passed (helper 9, routes 8, liveness 26).

## Risks

- Deploy overlap: in-flight and same-cycle completed wakes still exist
under the old no-cycle key. The lookup keeps those as suppressors so
this change does not enqueue a duplicate in the current cycle.
- A completed old-key wake from before the current `blockedTransitionAt`
no longer suppresses. That is the intended fix.
- No schema migration. Rollback is revert of this PR.
- This does not change cancelled-blocker semantics or watchdog `blocked`
→ `todo` repair.

> 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

- Provider: xAI
- Model: Grok 4.6
- Tool use and code execution: yes
- Human-authored: no

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-23 08:50:38 -07:00
417336f8be fix(workspaces): attach PR preparation to existing branches (#11703)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces isolate an agent task from the primary
checkout.
> - Pull request preparation can need a branch that already contains
completed work.
> - The workspace policy could not require an exact existing branch.
> - Workspace cleanup also treated worktree creation as branch
ownership.
> - This pull request adds an exact existing-branch policy and separate
branch ownership metadata.
> - The benefit is safe pull request preparation that preserves every
existing commit and operator-owned branch.

## Linked Issues or Issue Description

**What happened?**

A pull request preparation run could not pin its execution workspace to
an exact existing branch. Workspace reuse and cleanup could also confuse
worktree creation with branch ownership.

**Expected behavior**

The run must attach only to the requested branch in an isolated Git
worktree. It must fail if the branch is missing, busy, or inconsistent.
Cleanup must not delete a branch that Paperclip does not own.

**Steps to reproduce**

1. Create a branch that contains completed work.
2. Configure a pull request preparation task to use that branch.
3. Start the task and observe that the prior policy cannot require the
exact branch.

**Paperclip version or commit**

This behavior reproduces on the base revision before this pull request.

**Deployment mode**

Local development with isolated Git worktrees.

## What Changed

- Add `existingBranch` to the execution workspace policy and shared
validation contracts.
- Require `existingBranch` to use an isolated Git worktree and reject
conflicting branch templates.
- Attach to the exact branch without creating, renaming, resetting, or
deleting it.
- Track branch ownership separately from worktree creation and use that
ownership during cleanup.
- Return HTTP 422 for invalid existing-branch settings on every
issue-producing route.
- Add a bounded repair script for existing pull request preparation
tasks.
- Add focused policy, route, heartbeat, runtime, and ready-comment
tests.
- Document the exact-branch behavior and safety rules.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/issue-existing-branch-validation-status.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/services/workspace-runtime-exposure.test.ts
server/src/services/workspace-runtime-ready-comment.test.ts` passed 335
tests.
- `pnpm -r typecheck` passed for all workspace projects.
- `pnpm test:run` passed 4,431 tests. Two unrelated embedded-Postgres
setup hooks timed out under aggregate load. Their isolated rerun passed
74 tests.
- `pnpm build` passed for all workspace projects.
- The two review regressions passed with 139 unrelated tests skipped.
- All latest-head CI gates passed after one unrelated timing-sensitive
test passed on rerun.
- Greptile scored the latest head 5/5 with no unresolved review threads.

## Risks

- Invalid workspace settings now return HTTP 422 instead of a generic
validation response.
- The exact branch must already exist and must not be checked out by
another worktree.
- The new policy fails closed when it cannot prove branch identity or
ownership.
- This change has no database migration.

> 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 from the GPT-5 family assisted with this change. The
runtime did not expose its exact deployment ID or context window. The
agent used high-reasoning mode, repository tools, shell execution, 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:23:18 -05:00
3abe9e2134 build(deps): bump zod from 3.25.76 to 4.4.3 (#11719)
Bumps [zod](https://github.com/colinhacks/zod) from 3.25.76 to 4.4.3.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/colinhacks/zod/releases">zod's
releases</a>.</em></p>
<blockquote>
<h2>v4.4.3</h2>
<h2>Commits:</h2>
<ul>
<li>4c2fa95ce3f3390fbc522324e406b4e9e89b88f9 docs: use Zernio primary
wordmark for gold sponsor logo</li>
<li>2aeec83eb135e3a83756e973ef44845fc5a455d2 docs: prune lapsed gold
sponsors and rebalance logo sizing</li>
<li>7391be88ac1ee5cd02057f5ccc012a1f5df4efd0 docs: prune lapsed
silver/bronze sponsors and add active ones</li>
<li>2c703322a21b4e2b12f33f49ea8430c451a68b4f docs: normalize bronze
sponsor logos to github avatar pattern</li>
<li>9195250cab0e7950efe39c3926d6c203b4b0a170 docs: remove Mintlify from
bronze sponsors (churned)</li>
<li>b8dffe9e62f17e6571e6249d05cc5102b54d94e4 docs: remove Numeric and
Speakeasy (2+ missed monthly cycles)</li>
<li>1cab69383fcdeae2a366d5e2a2fc4d8fc765d168 fix(v4): restore catch
handling for absent object keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5937">#5937</a>)
(<a
href="https://redirect.github.com/colinhacks/zod/issues/5939">#5939</a>)</li>
<li>c2be4f819064eed62c7c350a2d399b5faecd15f8 fix(v4): generalize
optin/fallback to transform; restore preprocess on absent keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5941">#5941</a>)</li>
<li>f3c9ec03ba7a28ae72d25cc295f38674bee0f559 4.4.3</li>
<li>1fb56a5c18c27102dbc92260a4007c7732a0ccca docs: document release
procedure in AGENTS.md</li>
</ul>
<h2>v4.4.2</h2>
<h2>Commits:</h2>
<ul>
<li>0c62df0ea19fd05abdf90473e9eef7eea530fab2 Clean up docs navigation
and stale labels (<a
href="https://redirect.github.com/colinhacks/zod/issues/5901">#5901</a>)</li>
<li>20cc794895cc8604fe0c87d83a5d1c3f89fad0ac chore: add security policy
and refresh tooling deps</li>
<li>6fbe07b0177efdd1bf1c0b05160e70d7a0702337 fix(docs): heading anchor
links now include the hash so it doesnt scoll all the way up, follows
navbar logic (<a
href="https://redirect.github.com/colinhacks/zod/issues/5791">#5791</a>)</li>
<li>4bbed1b1c73eca4ce9e59b1189ed236aa6c8b5bd Tighten discriminated union
option typing</li>
<li>bbac3e567e7fccfaaf7cdc97f1ce30c295e2c908 Update PR guidance for
agents</li>
<li>cf0dc942a32805c292fff59ade20a7ace980735a Merge remote-tracking
branch 'origin/main' into fix-discriminated-union-key-constraint</li>
<li>292c894a5fd2aa42e527900b83d8d7a3009a709c docs: add Zernio gold
sponsor</li>
<li>1fc9f311c28dcf80d0bb5a36b177086cbc3d8eca docs: document codec
inversion</li>
<li>1373c85da9aeff704a9762d27bc58699618aefb7 docs: remove AI disclosure
guidance</li>
<li>e20d02b473c08e3a4e557bc610b1b5fac079b649 chore: ignore triage
notes</li>
<li>e58ea4d91b1dfe8194b73508203213cbc7e9c936 docs: test Zod Mini tab
code heights</li>
<li>905761a5d127e8d5dd2ebb3bc88c75cb0b8149ff docs: document preprocess
input type narrowing</li>
<li>bf64bac850d4dee2b7dde7e64909d5d796d32043 chore: tighten test
guidance in AGENTS.md</li>
<li>8ec4e73f4c4693b6361ad591be40fb41eb8a9f95 chore: update play.ts
scratch</li>
<li>02c2baf7d0d615872fa4528a8020603b71211702 Make z.preprocess defer
optionality to inner schema (<a
href="https://redirect.github.com/colinhacks/zod/issues/5929">#5929</a>)</li>
<li>88015df8e25c44fb5385eb3ef28935119cd5edea fix(docs): drop deprecated
<code>baseUrl</code> from tsconfig</li>
<li>c59d4474e3b4cad1b323462186cf607178ce8267 4.4.2</li>
</ul>
<h2>v4.4.1</h2>
<h2>Commits:</h2>
<ul>
<li>481f7be4238c83ed58183f921b2646f340a91c6a ci: gate release publishing
on full test workflow</li>
<li>95ccab423aec720b2523c3a64cdc7e3204537cc7 test(v3): restore optional
undefined expectations</li>
<li>cede2c63739a5823d6aa5093d291e9a111da943d fix(v4): reject tuple holes
before required defaults (<a
href="https://redirect.github.com/colinhacks/zod/issues/5900">#5900</a>)</li>
<li>edd0bf0f5ada4a8dc581c259407d7bbad0a71ea7 release: 4.4.1</li>
<li>180d83d1dbe6a59260710cc8637a3dea2281ee56 docs: remove Jazz featured
sponsor</li>
</ul>
<h2>v4.4.0</h2>
<h2>4.4.0</h2>
<p>This is a minor release with a wide set of correctness and soundness
fixes. Some fixes intentionally make Zod stricter, so code that depended
on previously accepted invalid or ambiguous inputs may need small
updates.</p>
<h2>Potentially breaking bug fixes</h2>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/1fb56a5c18c27102dbc92260a4007c7732a0ccca"><code>1fb56a5</code></a>
docs: document release procedure in AGENTS.md</li>
<li><a
href="https://github.com/colinhacks/zod/commit/f3c9ec03ba7a28ae72d25cc295f38674bee0f559"><code>f3c9ec0</code></a>
4.4.3</li>
<li><a
href="https://github.com/colinhacks/zod/commit/c2be4f819064eed62c7c350a2d399b5faecd15f8"><code>c2be4f8</code></a>
fix(v4): generalize optin/fallback to transform; restore preprocess on
absent...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/1cab69383fcdeae2a366d5e2a2fc4d8fc765d168"><code>1cab693</code></a>
fix(v4): restore catch handling for absent object keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5937">#5937</a>)
(<a
href="https://redirect.github.com/colinhacks/zod/issues/5939">#5939</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/b8dffe9e62f17e6571e6249d05cc5102b54d94e4"><code>b8dffe9</code></a>
docs: remove Numeric and Speakeasy (2+ missed monthly cycles)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/9195250cab0e7950efe39c3926d6c203b4b0a170"><code>9195250</code></a>
docs: remove Mintlify from bronze sponsors (churned)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2c703322a21b4e2b12f33f49ea8430c451a68b4f"><code>2c70332</code></a>
docs: normalize bronze sponsor logos to github avatar pattern</li>
<li><a
href="https://github.com/colinhacks/zod/commit/7391be88ac1ee5cd02057f5ccc012a1f5df4efd0"><code>7391be8</code></a>
docs: prune lapsed silver/bronze sponsors and add active ones</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2aeec83eb135e3a83756e973ef44845fc5a455d2"><code>2aeec83</code></a>
docs: prune lapsed gold sponsors and rebalance logo sizing</li>
<li><a
href="https://github.com/colinhacks/zod/commit/4c2fa95ce3f3390fbc522324e406b4e9e89b88f9"><code>4c2fa95</code></a>
docs: use Zernio primary wordmark for gold sponsor logo</li>
<li>Additional commits viewable in <a
href="https://github.com/colinhacks/zod/compare/v3.25.76...v4.4.3">compare
view</a></li>
</ul>
</details>
<details>
<summary>Maintainer changes</summary>
<p>This version was pushed to npm by <a
href="https://www.npmjs.com/~GitHub%20Actions">GitHub Actions</a>, a new
releaser for zod since your current version.</p>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 00:04:14 -07:00
Michael Nguyen 0fa318b8da feat(artifacts): bridge Markdown work products into the document review surface (#11822) 2026-08-20 17:28:01 -07:00
cb0009b097 fix: preserve recovery retries across restarts (#11817)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must keep each active issue on a clear execution
or recovery path.
> - A missing issue disposition can require more than one bounded repair
attempt.
> - A server restart could lose that repair path or move source
ownership to the recovery owner.
> - A parked or expired retry could also make the user interface show a
false healthy state.
> - Concurrent recovery loops must not schedule the same repair attempt
twice.
> - This pull request keeps retry state durable, makes scheduling
atomic, and keeps source ownership stable.
> - The benefit is that recovery continues after a restart and operators
see the correct state.

## Linked Issues or Issue Description

**What happened?**

A run that ended without a valid issue disposition could lose its repair
path after a server restart. Manager recovery could also change the
source owner. In addition, a parked or expired retry could make the
issue look healthy when no active work existed. Concurrent
reconciliation could also schedule the same repair attempt twice.

**Expected behavior**

Paperclip must keep bounded source and manager repair attempts across
restarts. Recovery ownership must stay separate from source issue
ownership. The server and user interface must report only a live retry
as active work. Each repair attempt must be scheduled at most once per
company.

**Steps to reproduce**

1. Start an agent run on an issue.
2. End the run without a valid issue disposition.
3. Let the first repair attempt schedule a retry.
4. Restart the server, let the retry time pass without a live run, or
start two reconciliation loops together.
5. Observe that the repair path can stop, the issue can show a false
healthy state, or duplicate retries can be created.

**Paperclip version or commit**

The problem existed on `master` before candidate head
`d8e620fe86bade7df18decac332007f5821ae04f`.

**Deployment mode**

The problem affects self-hosted servers and local builds that use
automatic recovery.

## What Changed

- Persist bounded source-owner and manager repair lineages with stable
fingerprints and retry limits.
- Resume incomplete disposition repairs after a server restart.
- Keep recovery ownership separate from source issue ownership and
enforce source mutation authority.
- Project live retry evidence into issue and blocker summaries.
- Show recovery owner, return owner, attempt count, and retry state in
the board user interface.
- Treat expired or parked retries as attention states unless a queued or
running attempt exists.
- Atomically deduplicate disposition-repair wake requests with a
company-scoped partial unique index.
- Reuse the winning run when concurrent reconciliation loses the
uniqueness race, without duplicate scheduling activity.
- Honor disabled on-demand wake policy before recovery scheduling and
again before delayed retry promotion.
- Keep the new index migration safe for lagging seeded databases that
already contain the index.
- Add server and user interface tests for recovery, restart, ownership,
retry, concurrency, and blocker states.
- Update the implementation and execution semantics documents.

## Verification

- Focused server recovery and ownership suites: 282 tests passed on the
repaired base candidate.
- Focused user interface recovery suites: 128 tests passed on the
repaired base candidate.
- Atomic-deduplication schema and recovery suites: 111 tests passed on
the first Greptile repair.
- Recovery and scheduled-retry wake-policy suites: 126 tests passed at
`d8e620fe86bade7df18decac332007f5821ae04f`.
- The exact lagging-source migration-order test passed after the index
migration became idempotent: 1 test passed and 62 unrelated tests were
skipped.
- `@paperclipai/db` and `@paperclipai/server` typechecks passed at the
current head.
- Migration generation and migration safety checks passed for migration
`0226_tan_colossus.sql`.
- `pnpm check:token-gates` passed on the repaired base candidate.
- `pnpm -r typecheck` passed on the repaired base candidate.
- `pnpm build` passed on the repaired base candidate.
- `pnpm test:run` passed 4,540 tests on the repaired base candidate.
Four fixed-port cases met listeners that already existed on the host.
- The two unchanged fixed-port files passed in an isolated network
namespace: 129 tests passed and 27 tests were skipped.
- Independent Security and QA reviews approved
`63c0423aab54c66f2293a20b0fb3f3b013ee3ba8`; exact-head re-review is
required after automated checks settle on
`d8e620fe86bade7df18decac332007f5821ae04f`.

## Risks

- Recovery orchestration affects issue liveness and ownership. The new
paths use bounded attempts, stable fingerprints, row locks, authority
checks, and database uniqueness.
- A conservative attention state can show more warnings when a scheduled
retry has no queued or running attempt. It does not hide stopped work.
- Migration `0226_tan_colossus.sql` creates a partial unique index on a
known-large table. Migrations run transactionally, so `CONCURRENTLY` is
unavailable. The matching disposition-repair key namespace is introduced
by this release, so deployed databases have no matching rows before the
index is added.

> 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 from the GPT-5 model family used agentic reasoning, tool
use, and code execution. The runtime did not expose the exact model ID
or context window.
- Anthropic Claude Opus 5 used a 1M context window, tool use, and code
execution for part of the user interface repair, as recorded in the
commit history.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-20 17:09:42 -05:00
Nicky LeachandPaperclip e0e503e1bc fix(server): make blockers-resolved wake dedup level-triggered (#11732)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip uses issue dependencies to pause work until blockers reach
a ready state.
> - A blocked issue with several blockers can miss its wake when the
final blocker completes.
> - The wake deduplication used a historical per-edge key, so an old
completed wake hid the current ready state.
> - This pull request adds a level-triggered key for the sorted set of
blocker issue ids and uses one helper for all wake paths.
> - The benefit is that the final blocker wake can repair a missed wake,
while repeated reconciliation stays bounded.

## Linked Issues or Issue Description

Refs #8009, #7853, and #6719. These public pull requests cover related
dependency-wake and deduplication behavior. This pull request fixes a
separate multi-blocker state-key gap.

**What happened?**
A blocked issue with multiple blockers received no
`issue_blockers_resolved` wake when the final blocker completed. An
earlier completed per-edge wake suppressed the wake for the current
all-ready state.

**Expected behavior**
The final blocker completion must emit one wake for the current ready
state. A later reconciliation pass must not emit a second wake for the
same state.

**Steps to reproduce**
1. Create a blocked issue with at least two blocker issues.
2. Complete one blocker and record its completed per-edge wake.
3. Complete the final blocker.
4. Run the route-time or reconciliation wake path.
5. Confirm that one level-triggered wake exists for the sorted blocker
set.

**Paperclip version or commit**
`eed1e5cad91a37547e1b521232da04b9ddb316f0`

**Deployment mode**
Local dev from source.

## What Changed

- Add a SHA-256 level-triggered idempotency key from the sorted blocker
issue ids.
- Share one deduplication helper across route-time, finalize-time, and
periodic wake paths.
- Treat state-key rows with idempotent statuses as duplicates.
- Treat legacy per-edge rows as duplicates only while they remain in
flight.
- Record skipped route-time wakes without suppressing later
finalize-time or periodic wakes.
- Add regression coverage for a completed earlier-blocker wake and a
second reconciliation pass.

## Verification

- Run `npx vitest run
server/src/__tests__/issue-dependency-wakeups-routes.test.ts`.
- Run `npx vitest run
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts`.
- Run `npx vitest run
server/src/__tests__/heartbeat-dependency-scheduling.test.ts`.
- Run `npx vitest run server/src/__tests__/issue-rewake-throttle.test.ts
server/src/__tests__/recovery-stale-issue-lock-sweep.test.ts`.
- Run `tsc --noEmit` on the touched files.

## Risks

The change alters wake deduplication for dependency reconciliation. The
new key uses the full sorted blocker set, so a change in that set
permits a new wake. The regression tests cover the missed-final-blocker
case and repeated reconciliation.

## Model Used

OpenAI Codex, GPT-5, tool-use model with code execution and repository
review support.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 12:52:50 -07:00
DottaandPaperclip 6b8e42168e Add governed secret alias confirmation cards (#11486)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need scoped secret bindings to use external services safely.
> - Agents could not request an existing secret under a new config name
without an internal secret identifier.
> - Existing binding proposals were only visible in Settings and did not
create an issue-thread approval path.
> - A confirmation card could record acceptance without proving that the
binding was created.
> - This pull request extends the existing secret proposal system with
safe source references and governed issue-thread confirmation cards.
> - The benefit is a one-click flow that creates the binding or shows a
clear failure without exposing secret material.

## Linked Issues or Issue Description

Related prerequisite: #11482.

**Subsystem affected**

Cross-cutting: server REST APIs, shared interaction contracts, database
proposal schema, and issue-thread UI.

**Problem or motivation**

An agent can need an existing bound secret under a second config name.
The agent cannot safely discover the internal secret identifier. The
existing proposal is also easy for the operator to miss because it only
appears in Settings. A generic confirmation can record acceptance
without executing the binding.

**Proposed solution**

Let an agent create a binding proposal from one of its existing config
paths. Mint a server-owned, human-only confirmation card on the
checked-out issue. Recheck the operator's target-agent permission under
the proposal row lock. Execute the existing proposal transaction after
card acceptance. Store an `executed` or `failed` result on the card.
Render the complete lifecycle in the issue thread and attention
resolver.

**Alternatives considered**

A new alias subsystem would duplicate proposal quotas, expiry,
authorization, and binding synchronization. A text-only issue comment
would not provide a governed action or an execution result. An
agent-supplied card payload would permit metadata smuggling. This change
uses the existing proposal transaction and a server-owned payload
instead.

**Roadmap alignment**

This change extends the completed "Secrets Manager with per-agent
access" roadmap item. It preserves scoped bindings and audited
resolution. The required GitHub search found no other open duplicate
issue or pull request.

## What Changed

- Added safe source-config-path binding proposals and preserved
user-secret ownership checks.
- Added a proposal-to-interaction link and an idempotent database
migration.
- Minted human-only `request_confirmation` cards with server-owned
`secretProposal` metadata.
- Rejected agent-supplied governed metadata and agent addressees.
- Rechecked `agent_config:update` authority under the proposal lock
before execution.
- Recorded `executed` or `failed` results and posted a failure comment
when no binding was created.
- Settled failed accepted proposals atomically and mirrored rejection,
withdrawal, and expiry in both directions.
- Emitted `secret.binding.created` for new agent binding writes.
- Added a dedicated issue-thread card for pending, executed, failed,
rejected, withdrawn, and expired states.
- Showed only the source label, target agent, config path, skeptical
justification, expiry, and safe failure code.
- Replaced resolved attention-query entries immediately with the
stitched server result.
- Added focused server, database, UI, and state-transition tests.
- Added Storybook fixtures for every review state and documented the API
and agent behavior.

## Verification

- `pnpm exec vitest run
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed.
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm build-storybook`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/db check:migrations`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/secret-proposals-routes.test.ts
server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/agents-service-secret-bindings.test.ts` — 142
passed.
- `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run
src/company-secret-proposals-migration.test.ts --silent` — 1 passed.
- `pnpm -r typecheck`
- `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI
AWS-doctor case passes 8/8 with runtime-injected static AWS credential
variables unset.
- `pnpm build`
- `git diff --check origin/master...HEAD`

## Risks

- Migration `0221` adds one nullable foreign key and one index. It uses
idempotent guards.
- The accept route performs a governed write after it records card
acceptance. A failed write is visible and settles the proposal as
rejected.
- Concurrent proposal and card resolution must use
proposal-before-interaction lock order. A race test covers direct
approval against card rejection.
- The new audit event increases activity rows for newly added agent
bindings. It does not include secret values or fingerprints.
- The card includes only safe proposal metadata. It does not include
secret value, fingerprint, version, or internal secret identifiers.
- The UI uses the stitched resolution result. Focused tests cover
immediate cache replacement and every terminal state.

> This work extends an existing completed roadmap capability. The GitHub
duplicate search returned no other open related work.

## Model Used

- OpenAI Codex with model ID `gpt-5`. The runtime did not expose its
context-window size. Reasoning, repository tools, code execution,
database integration tests, UI rendering, and GitHub tools were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-18 09:44:24 -05:00
7a4767017e fix(issues): base comment-wake decisions on post-insert issue state (#10068)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work; issues get commented on by both humans and agents, and the
assignee is woken to act on new comments.
> - #10050 added human-attributed issue comments for chat gateway
plugins, with the host waking the issue's assignee the same way a board
user's comment does.
> - Greptile's review on #10050 flagged that the wakeup guard in
`plugin-host-services.ts` decides whether to wake the assignee using the
issue snapshot fetched *before* the comment was inserted.
> - If another request closes, cancels, unassigns, or reassigns the
issue in the window between that fetch and the wakeup call, the guard
still acts on the stale snapshot — it can wake an agent for a
now-terminal issue, or wake the old assignee instead of the new one.
> - The PR discussion noted the HTTP add-comment route
(`routes/issues.ts`) has the identical pattern outside its
reopen/auto-approval branches, and deferred a fix to a follow-up
covering both call sites — this PR is that follow-up.
> - The fix re-fetches the issue immediately before the wake decision in
both places, so the decision reflects the latest committed state instead
of a pre-insert snapshot.

## Linked Issues or Issue Description

Refs #10050

**Problem or motivation**

Both the plugin-comment wakeup guard (`plugin-host-services.ts`) and the
HTTP add-comment route's wakeup guard (`routes/issues.ts`, outside its
reopen/auto-approval branches) decide whether to wake the issue's
assignee using the issue state fetched before the comment was inserted.
A concurrent close/unassign/reassign landing in that window is invisible
to the guard, so it can enqueue a wakeup for a stale assignee or an
issue that is no longer open.

**Proposed solution**

Re-fetch the issue immediately before the wake decision in both call
sites, and base the assignee/status checks on that fresh read instead of
the earlier snapshot. This shrinks the race window to essentially
nothing (the fetch happens right before the fire-and-forget wakeup
call), and any residual window is already covered by the
heartbeat/checkout machinery re-validating issue status and assignee
ownership when a woken run actually starts.

**Alternatives considered**

Wrap the whole comment-insert + wake-decision sequence in a single
serializable transaction with row locking (rejected for this change —
much larger blast radius across two already-complex handlers for a
wakeup that is explicitly best-effort; the woken run's own re-validation
already makes a stale wake degrade to a no-op rather than incorrect
work). Leaving the plugin path fixed but not the HTTP route (rejected —
that was the exact gap the original PR discussion flagged as needing a
follow-up covering both call sites).

**Roadmap alignment**

Bug fix / hardening follow-up to #10050; no change to planned core
roadmap items.

## What Changed

- `server/src/services/plugin-host-services.ts`:
`issues.createComment`'s assignee-wakeup guard now re-fetches the issue
after the comment is inserted and bases the assignee/status checks on
that fresh read, instead of the snapshot fetched before the insert.
- `server/src/routes/issues.ts`: the `POST /issues/:id/comments` route's
wakeup guard (outside the reopen/auto-approval branches, which already
use post-mutation state) now does the same re-fetch before deciding
whether — and whom — to wake.
- Adds regression coverage for both:
- `server/src/__tests__/plugin-orchestration-apis.test.ts`: a new
embedded-Postgres test holds a row lock on the issue to
deterministically force the race (comment-insert's internal update
blocks until a concurrent transaction commits a cancellation), then
asserts no wakeup is enqueued.
- `server/src/__tests__/issue-comment-reopen-routes.test.ts`: two new
mocked-service tests assert the route skips the wakeup when the fresh
re-fetch shows the issue cancelled, and wakes the freshly reassigned
agent (not the pre-insert snapshot's assignee) when the fresh re-fetch
shows a different assignee.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — clean.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/plugin-orchestration-apis.test.ts` — 13/13 (1 new).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-comment-reopen-routes.test.ts` — 74/74 (2 new).
- `pnpm --filter @paperclipai/plugin-sdk exec vitest run
tests/host-client-factory.test.ts` — 14/14.
- Broader sweep of 38 `routes/issues.ts`-adjacent test files (447 tests)
— all passing, confirming the added re-fetch doesn't change behavior for
any existing
reopen/auto-approval/interrupt/scheduled-retry/dependency-wake scenario.

## Risks

Low risk. Both changes are additive guards around an existing
best-effort, fire-and-forget wakeup (failures already logged, not
thrown) — no change to the comment-write path itself, response shape, or
status codes. The HTTP route's fix only touches the plain (non-reopen,
non-auto-approval) wake-decision path; the reopen and auto-approval
branches already used post-mutation state for the reasons documented
inline and are unchanged. Adds one extra `SELECT` per comment on each
call site, negligible relative to the existing query volume in both
handlers.

## Model Used

Claude Sonnet 5 (`claude-sonnet-5`), extended thinking, tool use
enabled, via Claude Code.

## 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 searched the GitHub PR list (open and recently closed) for
similar PRs; found no duplicate — this is a direct follow-up to the
review discussion on #10050
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [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: anicca <annica@Michaels-Mac-Studio.local>
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-17 14:18:15 -07:00
Dotta 4c349fe6b7 feat(runtime): managed Tailscale HTTPS lifecycle, durable runtime leases, and bounded control recovery (#11525)
<!-- Simplified Technical English (ASD-STE100). -->

> **Stacked pull request.** This targets #11524. Merge #11524 first.
Review only the second commit, `feat(runtime): managed Tailscale HTTPS
lifecycle...`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip starts and supervises managed runtime services, so an
agent's branch can be previewed while the agent works
> - The previous pull request added the host broker, the shared
contract, and the database columns, but no code used them
> - A managed runtime can only be exposed over HTTPS if it holds a
stable loopback port pair for the whole life of the service. The current
control path cannot promise this: two controls can race the same
execution workspace, a stranded control can stay `running` forever, and
a start can adopt a port it does not own
> - This pull request adds the HTTPS lifecycle and the control-path
hardening that the lifecycle depends on
> - The benefit is that a managed preview becomes reachable from another
device, and a managed control now always reaches a terminal state

## Linked Issues or Issue Description

No public GitHub issue exists. The change follows the feature request
template.

**Subsystem affected**

Managed workspace runtime services, workspace operations, the execution
workspace routes, and the workspace runtime UI.

**Problem or motivation**

A managed runtime service is reachable only on loopback, so a preview
cannot be opened from a phone or a second computer. Exposing it safely
needs an exclusively held port pair. Three existing gaps block that.
Overlapping controls can race the same workspace. A control whose owner
dies stays `running` and blocks the lane forever. Port allocation does
not confirm that the process holding a port is the process Paperclip
spawned.

**Proposed solution**

Add the exposure lifecycle on top of the broker from #11524: reserve
before spawn, expose after readiness, validate the public URL, and
remove on stop. In the same change, make managed controls mutually
exclusive per workspace, give each control a durable issue-owned lease
and a terminal state, and verify port ownership before use.

**Alternatives considered**

- Add HTTPS exposure without the control hardening. This was rejected
because a raced or stranded control makes exposure point at the wrong
process.
- Guard the lane with an in-memory lock only. This was rejected because
the lock does not survive a server restart, so the lane can be lost or
double-claimed.
- Trust the requested bind address. This was rejected because a checkout
that predates managed HTTPS overwrites `PAPERCLIP_BIND` from its own
`--bind` argument, and then binds the wildcard address.

**Roadmap alignment**

This completes the managed workspace runtime capability that already
exists. It adds no new product surface beyond the HTTPS link.

**Additional context**

This is the second of three pull requests. The third adds central
mediation of leased port pairs.

## What Changed

Exposure lifecycle:

- Add the server-side broker client and the exposure lifecycle manager.
The manager reserves the mapping before spawn, exposes after backend
readiness, validates the public URL, and removes the mapping on stop.
- Default managed worktree runtimes to `tailscale_https`, read exposure
intent from legacy `expose` blocks, and backfill runtimes that are still
HTTP-only.
- Verify listener ownership for the app port and its Vite HMR companion
before the broker is asked to expose anything. An unrelated listener on
either port fails the start closed.
- Force the loopback bind through argv instead of environment hints.
Leave a non-Paperclip service's `--bind` argument alone.
- Probe loopback for readiness instead of the public URL, and give Vite
HMR its own loopback-bound server in middleware mode.
- Preserve operator-declared Serve mappings across the managed
lifecycle, so cleanup never removes a mapping that Paperclip did not
create.
- Name which listener predicate denied an expose, so an operator can act
on the message.

Control-path hardening:

- Make `start`, `stop`, `restart`, and job `run` mutually exclusive per
execution workspace. An overlap gets `409
workspace_runtime_control_in_progress`, and authorization is still
checked first.
- Take a durable exclusivity lease on the execution workspace, owned by
the controlling issue. A different issue gets `409
workspace_runtime_lease_conflict` before any operation is recorded.
Board and operator actions bypass the lease.
- Give every control a terminal state. Each control stamps its owning
process and pid, heartbeats while it runs, and has a wall-clock ceiling.
Recovery of a stranded control uses a compare-and-swap on `updated_at`,
so a live owner is never stolen.
- Bound readiness probes, verify allocated port ownership on POSIX and
Windows, harden sibling port allocation, and reconcile desired runtimes
on server startup.
- Surface exposure state and bounded runtime errors in the workspace
runtime UI.
- Record the new behavior in `doc/DEVELOPING.md`.

## Verification

Focused checks, all run on this branch:

- `npx tsc --noEmit -p server/tsconfig.json` — 139 errors, exactly the
count on `master`. All 139 come from the unbuilt
`@paperclipai/plugin-sdk` package.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- Server suites, 177 tests pass across 9 files:
`workspace-runtime.test.ts`, `workspace-runtime-leases.test.ts`,
`workspace-runtime-control-recovery.test.ts`,
`execution-workspace-runtime-control-conflict.test.ts`,
`execution-workspace-runtime-lease-route.test.ts`,
`workspace-operations-reconciliation.test.ts`,
`workspace-runtime-start-terminality.test.ts`, `app-hmr-port.test.ts`,
and `workspace-runtime-ready-comment.test.ts`.
- Exposure unit suites, 77 tests pass: `src/services/runtime-exposure/`
and `workspace-runtime-exposure-backfill.test.ts`.
- UI: `WorkspaceRuntimeControls.test.tsx` and
`WorkspaceServiceControlBar.test.tsx` — 34 tests pass.

**One suite is red on the development host and is expected to be green
in CI.** `server/src/services/workspace-runtime-exposure.test.ts` has 10
failures on the machine used to write this branch. The cause is host
contamination, not the code. That machine already runs an HTTPS canary
that holds ports 42000, 42001, 52000, and 52001 on a tailnet address.
The suite allocates from the same range, so the new listener-ownership
check correctly reports:

```
listener_ownership_mismatch — port 42000 is bound to 100.123.243.20, 127.0.0.1,
fd7a:115c:a1e0:0:0:0:dd3a:f314 ... instead of loopback only
```

A CI runner has no listener on those ports, so the check sees loopback
only and the suite passes. Please confirm this from the CI result on
this pull request rather than from a local run on a host that already
exposes a managed runtime. This is a real weakness of the current test
fixture, and the third pull request in the series removes it by
allocating the pair through a central mediator instead of a stubbed
availability check.

`workspace-runtime-https-live-exercise.test.ts` needs a live `tailscale`
host and was not run locally.

## Risks

- This is the behavior-bearing pull request of the three, so it carries
the most risk.
- Two new `409` responses appear on managed control routes. A caller
that assumed a control always starts must handle a conflict. Board and
operator actions are deliberately exempt, so an agent lease cannot lock
an operator out.
- Managed worktree runtimes now default to `tailscale_https`. If the
host has no working broker, the start fails closed and reports the
exposure failure instead of silently serving plain HTTP. This is
intended, and it is the reason the failure message names the denying
predicate.
- Startup reconciliation touches persisted runtime rows. It is scoped to
desired state and does not resurrect a service that never came up.
- The lease has a 30-minute time to live and explicit release paths, so
a crashed owner cannot hold a lane forever.
- No migration runs in this pull request. The tables and columns land in
#11524.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking,
with 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, with the one
host-contaminated suite explained above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-17 06:23:33 -04:00
DottaandPaperclip 10d0555189 fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue interactions give agents and people a structured decision
record.
> - Resolver routes used different authorization rules.
> - Some routes blocked valid agents, including task watchdogs with
normal issue access.
> - The API did not show who could resolve a pending interaction.
> - This pull request gives every interaction kind one resolver policy
evaluator.
> - The benefit is a clear decision path with consistent governance and
company isolation.

## Linked Issues or Issue Description

Fixes: #8087

Refs: #7403

Related PR: #11082 proposes board-only confirmation rules. This change
keeps human-only review as an explicit policy.

**What happened?**

Agents could create issue interactions. Some resolver routes still
required board access.

This left valid agent confirmations pending. Task watchdogs could see
the same problem without board identity.

**Expected behavior**

Every interaction kind must use one resolver policy contract.

The contract must support `anyone`, `not_creator`, and `human_only`. It
must also apply all normal governance controls.

**Steps to reproduce**

1. Create a `request_confirmation` interaction as an agent.
2. Resolve it with another authorized agent.
3. Observe the board-only denial.

**Paperclip version or commit**

The problem exists on `master` before this change.

**Deployment mode**

Local development with `pnpm dev`.

## What Changed

- Add canonical policies for `anyone`, `not_creator`, and `human_only`.
- Use one server evaluator for every interaction kind.
- Apply named addressees, company limits, review rules, and task
watchdog scope.
- Charge cross-issue resolutions to the existing per-run action limit.
- Return the effective resolver audience in attention and interaction
data.
- Show the audience, governance choices, and denial reasons in the board
UI.
- Add telemetry, API documents, product documents, and regression
fixtures.
- Add migration provenance for safe legacy behavior.
- Make migration `0218` safe for complete replays and partial prior
runs.

## Product Rules

- An interaction records a response. It does not grant authority for the
next action.
- `anyone` lets any authorized issue participant respond.
- `not_creator` requires a responder other than the interaction creator.
- `human_only` requires an authorized person.
- A named addressee, company policy, or governed action can narrow the
audience.
- These controls cannot widen the audience.
- A task watchdog uses the same rules as an ordinary agent.
- A task watchdog does not receive board authority.
- An agent resolution on another issue uses the shared cross-issue
action limit.
- Legacy pending interactions keep their earlier restrictions.
- The UI shows the effective audience and a permanent denial reason.

## Verification

- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts`
- The focused PostgreSQL test applies migration `0218` twice.
- The test also completes a partial prior run and preserves existing
provenance.
- The latest GitHub head has 29 successful checks.
- The opt-in Storybook visual check skipped as expected.
- Greptile reports 5/5 with no open comments.

## Risks

- New interaction writes use `anyone` by default.
- Callers must select `not_creator` or `human_only` when they need
stricter review.
- Legacy pending interactions keep the old creator and human
restrictions.
- Migration `0218` fills only missing provenance fields during recovery.
- Cross-issue resolutions can reach the existing action limit.
- The shared evaluator affects every interaction kind.
- Route, service, database, shared contract, and UI tests cover these
rules.

> This work matches the Agent Reviews and Approvals direction in
`ROADMAP.md`. It does not duplicate a planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID
or context window.

The agent used reasoning, repository tools, shell commands, and test
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:46:50 -05:00
DottaandCodex edb8083538 fix(server): serialize interaction review verdicts
Lock the issue before accepting or rejecting review confirmations, reauthorize against the current policy, and cover concurrent policy tightening.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:53:26 +00:00
DottaandCodex 277c13529a fix(server): persist review requester atomically
Commit both bound and unbound in-review transition activity in the same transaction as the issue update.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:38:12 +00:00
DottaandCodex 991f40bb2e fix(server): serialize review policy verdict authorization
Recheck terminal verdict and policy mutations under a row lock, and scope interaction verdict enforcement to the review confirmation itself.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:25:17 +00:00
DottaandPaperclip 373b675f94 fix(server): prevent review policy verdict downgrade bypass
Authorize verdicts and policy changes against the stored restrictive review policy, remove downgrade guidance, and cover both restrictive policies with route regressions.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 01:12:34 +00:00
DottaandPaperclip 37fde84abd fix(server): enforce review policy on interaction verdicts
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 01:12:24 +00:00
scotttongandPaperclip eabecc6f77 feat(annotations): include issue document annotations in agent review context (#11332)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Reviewers annotate plans and issue documents with inline comments,
and assigned agents act on that feedback
> - The server already builds a bounded review context from open plan
annotations and includes it in agent wake payloads
> - Non-plan issue documents did not get the same treatment: their open
annotation threads never reached the agent, and the properties pane did
not surface their annotations
> - This pull request extends the review-context path and the
properties-pane UI to issue documents, at parity with plans
> - The benefit is that agent feedback on any issue document reaches the
assigned agent, not only feedback on the plan

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The review-context pipeline that delivers inline annotation feedback to
assigned agents, and the properties pane that surfaces those annotations
to reviewers.

**Subsystem affected**

The server review-context path
(`server/src/services/plan-review-context.ts`, wake payload assembly in
`server/src/services/heartbeat.ts`, `server/src/routes/issues.ts`),
shared wake-payload types (`packages/shared`, `packages/adapter-utils`),
and the issue properties pane (`ui/src/components/issue-properties/`).

**Current behavior**

A reviewer can annotate any issue document, not only the plan. The agent
wake payload includes open annotation threads for the plan document
only. Feedback left on other issue documents is invisible to the
assigned agent. In the properties pane, the Artifacts tab also gives no
way to see or open a document's annotations.

**Proposed behavior**

Add `buildDocumentReviewContext` beside the existing plan builder. It
collects open annotation threads for all non-plan issue documents,
applies the same thread, comment, and character budgets across
documents, and reports truncation. Include the result as a new
`documentReviewContext` field in agent wake payloads and in the issue
wake-context route. Keep the plan context on its legacy builder and
field so plan-only wakes stay byte-for-byte compatible. Render the new
context in the adapter wake-payload text, and surface annotation counts
and the annotation panel for documents in the properties pane's Plans
and Artifacts tabs.

**Reason and benefit**

The floating annotation popover and persistent highlight UI landed
earlier; this change completes the loop so agent feedback on any issue
document reaches the assigned agent, not only feedback on the plan.

**Breaking changes**

None. The wake payload gains a new optional `documentReviewContext`
field; the existing plan context field and its legacy builder are
unchanged, so plan-only wakes stay byte-for-byte compatible.

## What Changed

- Add `buildDocumentReviewContext` in
`server/src/services/plan-review-context.ts`: bounded review context
(shared thread/comment/character budgets, per-document legacy limits)
over all non-plan issue documents
- Include `documentReviewContext` in agent wake payloads
(`server/src/services/heartbeat.ts`) and in the issue wake-context
response (`server/src/routes/issues.ts`)
- Add shared `DocumentReviewContext` / `DocumentReviewContextDocument`
types in `packages/shared`
- Normalize and render the new context in adapter wake-payload text
(`packages/adapter-utils/src/server-utils.ts`), with tests
- Show a `DocumentAnnotationsCountChip` and the annotation panel for
documents in the properties pane Plans and Artifacts tabs, with tests
- Extend server document-annotations service tests to cover the new
context builder

## Verification

- Run `npx vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/document-annotations-service.test.ts` from the repo
root — 104 tests pass
- Run `TZ=UTC npx vitest run
ui/src/components/issue-properties/IssuePropertiesDocumentAnnotations.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueDocumentAnnotations.test.tsx
ui/src/components/DocumentAnnotationPopover.test.tsx` from the repo root
— 75 tests pass (one pre-existing monitor-row case asserts UTC
timestamps, so use `TZ=UTC` locally; CI runs in UTC)
- `pnpm run typecheck` in `server/` passes
- Manual: annotate a non-plan issue document, then wake the assigned
agent with a comment — the wake payload lists the open document
annotation threads; the Artifacts tab shows the annotation count chip
and opens the panel

## Risks

- The wake payload gains a new optional `documentReviewContext` field;
consumers that ignore unknown fields are unaffected, and the plan
context field is unchanged
- The context is new input to agent wakes; shared budgets (same limits
as the plan context) bound token cost across all documents
- Low UI risk: the properties-pane changes reuse the existing annotation
components

> 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

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5), with
extended thinking and agentic tool use (Claude Code harness)

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 14:23:09 -07:00
RaviandPaperclip b5bb236bc1 Fix stale closure-comment wakeups on done issue updates (#8656)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue update route is part of the workflow layer that records
board state changes and emits follow-up wakes for agents.
> - A single `PATCH /api/issues/:id` request can both close an issue and
add the closure comment that explains the final disposition.
> - The bug was that the comment-wakeup decision used the issue's
pre-update status, so a request that changed `in_progress` to `done`
could still enqueue an `issue_commented` wake as if the issue remained
open.
> - That stale wake could cause already-completed Sentry-family
follow-up issues to drift back into active work even though the closure
comment was the only new activity.
> - This pull request makes the wake suppression decision use the
post-update issue status and covers the closure-comment path with a
focused regression test.
> - The benefit is that terminal issue updates stay terminal unless a
separate explicit reopen or resume path is used.

## Linked Issues or Issue Description

No public GitHub issue exists for this instance-specific workflow bug,
so the issue is described inline.

Bug report:
- What happened: when an issue was marked `done` with a closure comment
in the same `PATCH /api/issues/:id` request, the route could still
enqueue an `issue_commented` wake because it checked the pre-update
status.
- Expected behavior: a closure comment written as part of the terminal
update should not wake the assignee again or clear the terminal
disposition.
- Steps to reproduce: start with an assigned issue in `in_progress`,
patch it to `done` while including a comment, then inspect whether an
`issue_commented` wake is emitted for the assignee.
- Deployment mode: local Paperclip workflow/API behavior.
- Related public PRs found during duplicate search: #6657 appears to
address a broader stale closeout-comment reopen path; this PR is
narrower and targets the same-request post-update status decision in
`PATCH /api/issues/:id`.

## What Changed

- Use the post-update issue status when deciding whether a PATCH comment
should enqueue an `issue_commented` wake.
- Add a regression test covering `in_progress` to `done` with a closure
comment so the assignee is not woken again after the issue is already
closed.

## Verification

- `bin/ci`: absent in this repo, so I used the repo's targeted
test-equivalent commands for the touched API route.
- `pnpm install --frozen-lockfile --ignore-scripts`: passed, with
non-fatal warnings about missing `paperclip-plugin-dev-server` bins
because `packages/plugins/sdk/dist/dev-cli.js` is not built under
`--ignore-scripts`.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts`: passed
(`Test Files 1 passed`, `Tests 8 passed`).
- GitHub PR workflow checks for build, typecheck, server tests,
workspace tests, serialized suites, e2e, canary dry run, security scans,
and policy are green on commit
`5a8bd799edd606731fd5e215ea97417a655338ea`.
- A normal `pnpm install --frozen-lockfile` is blocked on this host
before tests because `sharp` attempts a native build under Node `26.1.0`
/ Python `3.14.5` and fails on missing Python `distutils`; the
route-level verification above used `--ignore-scripts` to avoid that
local toolchain issue.

## Risks

Low risk. The behavior change is limited to comment-wakeup suppression
during issue update handling and only narrows wake emission when the
post-update status is terminal. The main edge case is that a
same-request terminal update with a comment will no longer wake the
assignee; explicit reopen or resume flows should remain the correct way
to restart completed work.

> 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 via the managed local Codex adapter, model `gpt-5.5` with
repository tool use and shell execution. The implementation and PR
update were produced with AI assistance under the TechWright CTO
Architect role.

## Checklist

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

Checklist notes:
- The branch was already opened as `worker/TEC-1440-reopen-drift`; I am
leaving the box unchecked rather than hiding that the live PR branch
includes an internal coordination id.
- The only non-green automated check before this body update was the
automated review/template gate. Greptile was 4/5 because of this
PR-description issue, with no code change requested.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 09:51:22 -07:00